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 |
|---|---|---|---|---|---|
| Ci Investments Inc. | 1,740 | $504.9K | 0.00% | +890+104.7% | Added |
| Mutual Advisors, LLC | 1,742 | $505.4K | 0.01% | −88−4.8% | Reduced |
| NorthCrest Asset Manangement, LLC | 1,781 | $510.0K | 0.01% | +1,781 | New |
| Independent Advisor Alliance | 1,774 | $514.7K | 0.01% | +492+38.4% | Added |
| Perigon Wealth Management, LLC | 1,774 | $514.8K | 0.01% | +1,774 | New |
| ISAM Funds (UK) Ltd | 1,775 | $515.1K | 0.19% | +1,234+228.1% | Added |
| Chicago Capital, LLC | 1,791 | $519.7K | 0.01% | +770+75.4% | Added |
| Apollon Wealth Management, LLC | 1,843 | $534.9K | 0.01% | +969+110.9% | Added |
| Scientech Research LLC | 1,858 | $539.2K | 0.34% | +1,858 | New |
| Asset Management One Co.,Ltd. | 1,843 | $540.8K | 0.00% | −14,031−88.4% | Reduced |
| Maryland State Retirement & Pension System | 1,873 | $543.5K | 0.01% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 1,879 | $545.3K | 0.08% | −952−33.6% | Reduced |
| Louisiana State Employees Retirement System | 1,900 | $551.4K | 0.01% | −100−5.0% | Reduced |
| SkyView Investment Advisors, LLC | 1,907 | $553.0K | 0.07% | +46+2.5% | Added |
| Valmark Advisers, Inc. | 1,907 | $553.4K | 0.01% | −43−2.2% | Reduced |
| Allstate Corp | 1,922 | $557.7K | 0.01% | +581+43.3% | Added |
| Kinneret Advisory, LLC | 1,947 | $565.0K | 0.05% | −54−2.7% | Reduced |
| Quest Partners LLC | 1,951 | $566.2K | 0.03% | −1,260−39.2% | Reduced |
| Guardian Wealth Advisors, LLC | 1,951 | $566.2K | 0.32% | +147+8.1% | Added |
| Argent Capital Management LLC | 1,955 | $567.3K | 0.02% | 00.0% | Unchanged |
| Total Wealth Planning & Management, Inc. | 1,959 | $568.5K | 0.45% | +1,959 | New |
| Caerus Investment Advisors, LLC | 1,973 | $572.5K | 0.19% | +1,973 | New |
| Milestone Asset Management Group, LLC | 1,980 | $574.6K | 0.32% | +59+3.1% | Added |
| denkapparat Operations GmbH | 1,990 | $577.5K | 0.31% | +842+73.3% | Added |
| Norinchukin Bank, The | 1,996 | $579.2K | 0.01% | +43+2.2% | Added |
| GAMMA Investing LLC | 1,996 | $579.2K | 0.03% | +1,380+224.0% | Added |
| Coldstream Capital Management Inc | 2,003 | $581.3K | 0.01% | +887+79.5% | Added |
| Investment Management Corp of Ontario | 2,009 | $583.0K | 0.01% | −1,816−47.5% | Reduced |
| Seelaus Asset Management LLC | 2,010 | $583.3K | 0.46% | +2,010 | New |
| Empirical Asset Management, LLC | 2,110 | $612.4K | 0.17% | +2,110 | New |
| Prospera Financial Services Inc | 2,146 | $624.1K | 0.01% | −349−14.0% | Reduced |
| Tower Research Capital LLC (TRC) | 2,175 | $631.2K | 0.02% | +1,132+108.5% | Added |
| Hartford Investment Management Co | 2,182 | $633.2K | 0.02% | −34−1.5% | Reduced |
| RMB Capital Management, LLC | 2,188 | $634.9K | 0.01% | +2,188 | New |
| Trail Ridge Investment Advisors, LLC | 2,200 | $638.4K | 0.27% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 2,204 | $639.6K | 0.02% | +2,204 | New |
| Sage Private Wealth Group, LLC | 2,220 | $644.2K | 0.35% | +98+4.6% | Added |
| Wealthfront Advisers LLC | 2,231 | $647.4K | 0.00% | −4,365−66.2% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 2,231 | $647.4K | 0.27% | +76+3.5% | Added |
| Drucker Wealth 3.0, LLC | 2,239 | $649.7K | 0.11% | +2,239 | New |
| Manchester Capital Management LLC | 2,248 | $652.3K | 0.09% | +249+12.5% | Added |
| Fieldview Capital Management, LLC | 2,259 | $655.5K | 0.11% | +2,259 | New |
| FourThought Financial Partners, LLC | 2,260 | $655.9K | 0.06% | +358+18.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 2,292 | $665.0K | 0.01% | −41−1.8% | Reduced |
| Connable Office Inc | 2,390 | $693.6K | 0.06% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,413 | $700.3K | 0.00% | +41+1.7% | Added |
| Bridgefront Capital, LLC | 2,433 | $706.0K | 0.18% | +1,656+213.1% | Added |
| Amiral Gestion | 2,500 | $725.5K | 0.27% | 00.0% | Unchanged |
| Henshaw Capital LLC | 2,504 | $726.7K | 0.03% | +9+0.4% | Added |
| D.B. Root & Company, LLC | 2,505 | $726.9K | 0.18% | −43−1.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 2,514 | $729.6K | 0.02% | −163−6.1% | Reduced |
| Mission Wealth Management, LP | 2,526 | $733.0K | 0.01% | −44−1.7% | Reduced |
| Harbor Capital Advisors, Inc. | 2,530 | $734.0K | 0.06% | +296+13.2% | Added |
| Knollwood Investment Advisory, LLC | 2,550 | $740.0K | 0.07% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 2,593 | $752.4K | 0.01% | +242+10.3% | Added |
| Mizuho Securities USA LLC | 2,727 | $756.1K | 0.01% | −27−1.0% | Reduced |
| Radnor Capital Management, LLC | 2,625 | $761.7K | 0.11% | +215+8.9% | Added |
| Logan Capital Management Inc | 2,694 | $781.8K | 0.03% | −49−1.8% | Reduced |
| HB Wealth Management, LLC | 2,697 | $782.6K | 0.01% | +1,838+214.0% | Added |
| Kesler, Norman & Wride, LLC | 2,712 | $786.9K | 0.13% | −482−15.1% | Reduced |
| Pilgrim Partners Asia Pte Ltd | 2,800 | $812.5K | 0.39% | +2,620+1,455.6% | Added |
| Northwestern Mutual Wealth Management Co | 2,804 | $813.7K | 0.00% | −316−10.1% | Reduced |
| Tobam | 2,823 | $819.0K | 0.20% | +2,823 | New |
| United Capital Financial Advisers, LLC | 2,828 | $820.7K | 0.00% | +1,219+75.8% | Added |
| Essential Partners LLC | 2,845 | $825.6K | 0.25% | +2,838+40,542.9% | Added |
| Daiwa Securities Group Inc. | 2,879 | $835.0K | 0.00% | −4,209−59.4% | Reduced |
| Arkadios Wealth Advisors | 2,885 | $837.2K | 0.02% | +2+0.1% | Added |
| Teachers Retirement System of the State of Kentucky | 2,892 | $839.0K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,912 | $844.8K | 0.04% | +191+7.0% | Added |
| Spinnaker Trust | 2,922 | $847.9K | 0.05% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,966 | $860.7K | 0.00% | −6,837−69.7% | Reduced |
| Intech Investment Management LLC | 2,986 | $866.5K | 0.01% | −12,332−80.5% | Reduced |
| Oxford Asset Management LLP | 2,987 | $866.8K | 0.31% | +1,036+53.1% | Added |
| Ethic Inc. | 2,993 | $868.6K | 0.01% | +1,266+73.3% | Added |
| MML Investors Services, LLC | 2,999 | $870.4K | 0.00% | +487+19.4% | Added |
| GoalVest Advisory LLC | 3,000 | $870.6K | 0.17% | +2,991+33,233.3% | Added |
| Glenmede Trust Co NA | 3,008 | $872.9K | 0.00% | +3,008 | New |
| Eads & Heald Wealth Management | 3,022 | $877.0K | 0.42% | −242−7.4% | Reduced |
| Integrated Wealth Concepts LLC | 3,035 | $880.7K | 0.01% | +1,300+74.9% | Added |
| Morningstar Investment Management LLC | 3,065 | $889.0K | 0.05% | −2−0.1% | Reduced |
| Sivia Capital Partners, LLC | 3,064 | $889.1K | 0.18% | +3,064 | New |
| Bessemer Group Inc | 3,105 | $901.0K | 0.00% | +2,736+741.5% | Added |
| JGP Wealth Management, LLC | 3,136 | $910.0K | 0.09% | −11,828−79.0% | Reduced |
| Blair William & Co | 3,210 | $931.4K | 0.00% | +1,086+51.1% | Added |
| KBC Group NV | 3,215 | $933.0K | 0.00% | −1,762−35.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,227 | $939.7K | 0.01% | −385−10.7% | Reduced |
| Pacific Point Advisors, LLC | 3,311 | $960.8K | 0.51% | +57+1.8% | Added |
| Mackenzie Financial Corp | 3,334 | $969.6K | 0.00% | −1,165−25.9% | Reduced |
| Rakuten Investment Management, Inc. | 3,341 | $980.3K | 0.00% | −10,737−76.3% | Reduced |
| Diversified Trust Co | 3,431 | $995.6K | 0.02% | +1,265+58.4% | Added |
| Teacher Retirement System of Texas | 3,464 | $1.01M | 0.00% | −1,489−30.1% | Reduced |
| Pacer Advisors, Inc. | 3,486 | $1.01M | 0.00% | +391+12.6% | Added |
| Global X Japan Co., Ltd. | 3,501 | $1.02M | 0.08% | +1,709+95.4% | Added |
| Engineers Gate Manager LP | 3,540 | $1.03M | 0.01% | −4,665−56.9% | Reduced |
| Integrated Investment Consultants, LLC | 3,548 | $1.03M | 0.20% | +896+33.8% | Added |
| Sepio Capital, LP | 3,552 | $1.03M | 0.06% | −630−15.1% | Reduced |
| Qsemble Capital Management, LP | 3,560 | $1.03M | 0.09% | +798+28.9% | Added |
| Tudor Investment Corp Et Al | 3,576 | $1.04M | 0.01% | −59,160−94.3% | Reduced |
| Xponance, Inc. | 3,637 | $1.06M | 0.01% | −2,835−43.8% | Reduced |
| Journey Retirement Planning & Investment Management LLC | 3,648 | $1.06M | 0.22% | +3,648 | New |