Factset Research Systems Inc
FDS- Exchange
- NYSE
- Industry
- Services-Computer Programming, Data Processing, Etc.
- SEC CIK
- 0001013237
No open-market purchases or sales by Factset Research Systems Inc insiders were filed in the last 90 days; 767 institutions reported holding it in 13F filings for Q2 2026, worth $9.22B in total; Markel Group is the only superinvestor holding it.
13F holders, Q4 2025
Institutional positions in Factset Research Systems Inc as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 798
- +41 vs. Q3 2025
- Shares held
- 36.4M
- −455.9K (−1.2%) vs. Q3 2025
- Total value
- $10.6B
- +$6.55M (+0.1%) vs. Q3 2025
- New holders
- 169
- 253 more added
- Sold out
- 128
- 280 more reduced
18 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FDS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 767 | $9.22B |
| Q1 2026 | 726 | $8.21B |
| Q4 2025 | 798 | $10.6B |
| Q3 2025 | 775 | $10.6B |
| Q2 2025 | 837 | $15.9B |
| Q1 2025 | 828 | $16.2B |
| Q4 2024 | 847 | $17.2B |
| Q3 2024 | 833 | $16.5B |
| Q2 2024 | 807 | $14.6B |
| Q1 2024 | 782 | $15.9B |
| Q4 2023 | 775 | $16.5B |
| Q3 2023 | 733 | $15.2B |
| Q2 2023 | 737 | $13.7B |
| Q1 2023 | 723 | $14.0B |
| Q4 2022 | 743 | $13.5B |
| Q3 2022 | 692 | $13.8B |
| Q2 2022 | 693 | $13.0B |
| Q1 2022 | 704 | $14.8B |
| Q4 2021 | 695 | $16.5B |
| Q3 2021 | 621 | $13.1B |
| Q2 2021 | 595 | $11.1B |
| Q1 2021 | 577 | $10.3B |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Factset Research Systems Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Securian Asset Management, Inc | 1,021 | $296.3K | 0.01% | −767−42.9% | Reduced |
| LMCG Investments, LLC | 1,032 | $299.5K | 0.02% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 1,032 | $299.6K | 0.04% | −193−15.8% | Reduced |
| Farther Finance Advisors, LLC | 1,037 | $300.9K | 0.00% | +475+84.5% | Added |
| Winthrop Capital Management, LLC | 1,043 | $303.0K | 0.07% | +1,043 | New |
| Midway Capital Research & Management | 1,047 | $303.8K | 0.30% | +1,047 | New |
| Storebrand Asset Management AS | 1,048 | $304.1K | 0.00% | −7,487−87.7% | Reduced |
| Ashton Thomas Securities, LLC | 1,061 | $308.3K | 0.06% | +58+5.8% | Added |
| Ninety One SA (PTY) Ltd | 1,068 | $309.9K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,068 | $309.9K | 0.00% | +673+170.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1,069 | $310.2K | 0.00% | −3,854−78.3% | Reduced |
| Horizon Investments, LLC | 1,069 | $310.2K | 0.00% | +12+1.1% | Added |
| Cerro Pacific Wealth Advisors LLC | 1,071 | $310.7K | 0.08% | −334−23.8% | Reduced |
| Evergreen Capital Management LLC | 1,071 | $310.8K | 0.01% | +365+51.7% | Added |
| Daymark Wealth Partners, LLC | 1,082 | $313.9K | 0.01% | +165+18.0% | Added |
| Kestra Advisory Services, LLC | 1,103 | $320.2K | 0.00% | +1,103 | New |
| IFP Advisors, Inc | 1,105 | $320.7K | 0.01% | +425+62.5% | Added |
| Vestmark Advisory Solutions, Inc. | 1,110 | $322.1K | 0.00% | −3,313−74.9% | Reduced |
| Fort Washington Investment Advisors Inc | 1,117 | $324.1K | 0.00% | +46+4.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,118 | $324.4K | 0.01% | +9+0.8% | Added |
| South Dakota Investment Council | 1,120 | $325.0K | 0.01% | +170+17.9% | Added |
| Nilsine Partners, LLC | 1,123 | $325.9K | 0.03% | +19+1.7% | Added |
| Legacy Financial Advisors, Inc. | 1,131 | $328.3K | 0.05% | +330+41.2% | Added |
| Greenleaf Trust | 1,134 | $329.1K | 0.00% | −2,692−70.4% | Reduced |
| NEOS Investment Management LLC | 1,143 | $331.7K | 0.00% | +53+4.9% | Added |
| Larson Financial Group LLC | 1,149 | $333.5K | 0.01% | +310+36.9% | Added |
| Pinnacle Associates Ltd | 1,150 | $333.7K | 0.00% | +1,150 | New |
| DRW Securities, LLC | 1,151 | $334.0K | 0.03% | −1,825−61.3% | Reduced |
| Applied Finance Capital Management, LLC | 1,155 | $335.2K | 0.02% | +180+18.5% | Added |
| Whittier Trust Co | 1,155 | $338.2K | 0.00% | −2,444−67.9% | Reduced |
| Nomura Holdings Inc | 1,171 | $339.8K | 0.00% | −30,742−96.3% | Reduced |
| Baker Tilly Wealth Management, LLC | 1,172 | $340.2K | 0.08% | +18+1.6% | Added |
| Summit Financial, LLC | 1,175 | $341.1K | 0.01% | −125−9.6% | Reduced |
| Vise Technologies, Inc. | 1,178 | $341.8K | 0.01% | +1,178 | New |
| Vident Advisory, LLC | 1,178 | $341.9K | 0.00% | +11+0.9% | Added |
| Caitlin John, LLC | 1,181 | $342.7K | 0.22% | +1,142+2,928.2% | Added |
| Private Advisor Group, LLC | 1,185 | $343.8K | 0.00% | −348−22.7% | Reduced |
| Ofi Invest Asset Management | 1,185 | $343.9K | 0.00% | +1,185 | New |
| Amica Mutual Insurance Co | 1,186 | $344.0K | 0.03% | +549+86.2% | Added |
| Moore Capital Management, LP | 1,189 | $345.0K | 0.01% | +1,189 | New |
| Northwestern Mutual Investment Management Company, LLC | 1,198 | $347.6K | 0.00% | −7−0.6% | Reduced |
| Parallel Advisors, LLC | 1,207 | $350.4K | 0.01% | +921+322.0% | Added |
| Laird Norton Trust Company, LLC | 1,215 | $352.6K | 0.01% | +1,215 | New |
| Cambridge Investment Research Advisors, Inc. | 1,216 | $353.0K | 0.00% | −3,271−72.9% | Reduced |
| Andina Capital Management, LLC | 1,236 | $358.8K | 0.22% | +50+4.2% | Added |
| V-Square Quantitative Management LLC | 1,244 | $361.0K | 0.04% | +1,244 | New |
| Mayflower Financial Advisors, LLC | 1,245 | $361.4K | 0.04% | +43+3.6% | Added |
| Capital Investment Services of America, Inc. | 1,250 | $362.7K | 0.03% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 1,259 | $365.3K | 0.17% | +84+7.1% | Added |
| Clearstead Advisors, LLC | 1,263 | $366.5K | 0.00% | +1,172+1,287.9% | Added |
| Dividend Assets Capital, LLC | 1,270 | $368.5K | 0.07% | −15−1.2% | Reduced |
| Savant Capital, LLC | 1,277 | $370.7K | 0.00% | +414+48.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,279 | $371.2K | 0.07% | +1,140+820.1% | Added |
| Waddell & Associates, LLC | 1,280 | $371.4K | 0.03% | +1,280 | New |
| Tandem Investment Advisors, Inc. | 1,283 | $372.3K | 0.01% | −144,845−99.1% | Reduced |
| Allworth Financial LP | 1,296 | $376.1K | 0.00% | +1,183+1,046.9% | Added |
| North Dakota State Investment Board | 1,306 | $379.0K | 0.01% | +1,306 | New |
| Transcend Wealth Collective, LLC | 1,317 | $382.2K | 0.03% | +1,317 | New |
| Vontobel Holding Ltd. | 1,331 | $386.2K | 0.00% | +224+20.2% | Added |
| Panagora Asset Management Inc | 1,336 | $387.7K | 0.00% | −879−39.7% | Reduced |
| Penobscot Investment Management Company, Inc. | 1,340 | $388.9K | 0.03% | −430−24.3% | Reduced |
| Institute for Wealth Management, LLC. | 1,380 | $400.5K | 0.04% | −948−40.7% | Reduced |
| National Wealth Management Group, LLC | 1,388 | $402.8K | 0.14% | +1,388 | New |
| Lido Advisors, LLC | 1,408 | $404.3K | 0.00% | +203+16.8% | Added |
| Aviva PLC | 1,407 | $408.3K | 0.00% | −28,389−95.3% | Reduced |
| Omers Administration Corp | 1,410 | $409.2K | 0.00% | −2,100−59.8% | Reduced |
| Graham Capital Management, L.P. | 1,412 | $409.7K | 0.01% | +26+1.9% | Added |
| MAI Capital Management | 1,433 | $415.9K | 0.00% | −1,678−53.9% | Reduced |
| CIBC Private Wealth Group, LLC | 1,443 | $418.8K | 0.00% | +83+6.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1,480 | $429.5K | 0.00% | −26,017−94.6% | Reduced |
| SlateStone Wealth, LLC | 1,485 | $431.0K | 0.04% | +20+1.4% | Added |
| Savvy Advisors, Inc. | 1,491 | $432.7K | 0.01% | +1,491 | New |
| Anchor Capital Advisors LLC | 1,500 | $435.3K | 0.01% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 1,510 | $438.2K | 0.01% | +365+31.9% | Added |
| MUFG Securities EMEA plc | 1,536 | $445.7K | 0.01% | +812+112.2% | Added |
| Harrell Investment Partners, LLC | 1,542 | $447.3K | 0.11% | −159−9.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,547 | $448.9K | 0.02% | −147−8.7% | Reduced |
| Ballentine Partners, LLC | 1,547 | $448.9K | 0.01% | +534+52.7% | Added |
| Stephens Inc | 1,568 | $455.1K | 0.01% | −4,723−75.1% | Reduced |
| Absher Wealth Management, LLC | 1,570 | $455.6K | 0.05% | +554+54.5% | Added |
| AE Wealth Management LLC | 1,570 | $455.9K | 0.00% | +1,570 | New |
| EverSource Wealth Advisors, LLC | 1,579 | $458.2K | 0.02% | +1,421+899.4% | Added |
| Cresset Asset Management, LLC | 1,584 | $459.7K | 0.00% | +631+66.2% | Added |
| Oppenheimer Asset Management Inc. | 1,588 | $460.8K | 0.01% | +89+5.9% | Added |
| Chicago Partners Investment Group LLC | 1,615 | $463.0K | 0.01% | +1,615 | New |
| Portside Wealth Group, LLC | 1,600 | $464.3K | 0.06% | −900−36.0% | Reduced |
| Macquarie Group Ltd | 1,606 | $466.0K | 0.00% | −1,038−39.3% | Reduced |
| Davenport & Co LLC | 1,616 | $468.9K | 0.00% | −414−20.4% | Reduced |
| Skopos Labs, Inc. | 1,605 | $470.8K | 0.02% | +1,605 | New |
| NewEdge Wealth, LLC | 1,638 | $475.3K | 0.01% | −3,893−70.4% | Reduced |
| Walleye Capital LLC | 1,640 | $475.9K | 0.00% | +1,194+267.7% | Added |
| Alpha Family Trust | 1,640 | $475.9K | 0.22% | +1,640 | New |
| Brinker Capital Investments, LLC | 1,654 | $480.0K | 0.00% | +1,654 | New |
| Envestnet Portfolio Solutions, Inc. | 1,662 | $482.2K | 0.00% | −713−30.0% | Reduced |
| Rothschild Investment LLC | 1,666 | $483.5K | 0.03% | +1,661+33,220.0% | Added |
| Advisory Alpha, LLC | 1,672 | $485.3K | 0.01% | +468+38.9% | Added |
| Cynosure Management, LLC | 1,673 | $485.5K | 0.05% | +1,673 | New |
| BDFS Capital LLC | 1,697 | $492.4K | 0.25% | +1,697 | New |
| New Mexico Educational Retirement Board | 1,700 | $493.0K | 0.01% | 00.0% | Unchanged |
| Ahara Advisors LLC | 1,710 | $496.1K | 0.45% | +1,710 | New |