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 |
|---|---|---|---|---|---|
| Azzad Asset Management Inc | 3,689 | $1.07M | 0.10% | −218−5.6% | Reduced |
| Stiles Financial Services Inc | 3,703 | $1.07M | 0.33% | −801−17.8% | Reduced |
| Fifth Third Bancorp | 3,721 | $1.08M | 0.00% | +1,878+101.9% | Added |
| Public Employees Retirement Association of Colorado | 3,750 | $1.09M | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,755 | $1.09M | 0.02% | −2,181−36.7% | Reduced |
| Illinois Municipal Retirement Fund | 3,763 | $1.09M | 0.01% | −1,786−32.2% | Reduced |
| Sequoia Financial Advisors, LLC | 3,769 | $1.09M | 0.01% | +1,850+96.4% | Added |
| LMR Partners LLP | 3,781 | $1.10M | 0.01% | +3,781 | New |
| Kensington Investment Counsel, LLC | 3,834 | $1.11M | 0.45% | −1,932−33.5% | Reduced |
| Bank of Nova Scotia | 3,838 | $1.11M | 0.00% | −817−17.6% | Reduced |
| Krilogy Financial LLC | 3,922 | $1.12M | 0.04% | +2,522+180.1% | Added |
| Thrivent Financial for Lutherans | 3,872 | $1.12M | 0.00% | +989+34.3% | Added |
| Guggenheim Capital LLC | 3,871 | $1.12M | 0.01% | +3,871 | New |
| Holocene Advisors, LP | 3,875 | $1.12M | 0.00% | +3,875 | New |
| Capital Insight Partners, LLC | 3,904 | $1.13M | 0.24% | −1,838−32.0% | Reduced |
| CIBC World Markets Corp | 3,911 | $1.13M | 0.01% | +3,911 | New |
| Aurora Investment Managers, LLC. | 3,928 | $1.14M | 0.65% | +35+0.9% | Added |
| Mutual of America Capital Management LLC | 4,022 | $1.17M | 0.01% | −77−1.9% | Reduced |
| Cascades Capital Asset Management, LLC | 4,041 | $1.17M | 0.49% | −296−6.8% | Reduced |
| Brevan Howard Capital Management LP | 4,078 | $1.18M | 0.02% | +4,078 | New |
| Evolve Private Wealth, LLC | 4,096 | $1.19M | 0.07% | +4,096 | New |
| Regions Financial Corp | 4,122 | $1.20M | 0.01% | −6,568−61.4% | Reduced |
| Merit Financial Group, LLC | 4,197 | $1.22M | 0.01% | +2,296+120.8% | Added |
| D. E. Shaw & Co., Inc. | 4,202 | $1.22M | 0.00% | +3,356+396.7% | Added |
| Commerce Bank | 4,207 | $1.22M | 0.01% | −7,142−62.9% | Reduced |
| Fox Run Management, L.L.C. | 4,246 | $1.23M | 0.19% | +4,246 | New |
| Oregon Public Employees Retirement Fund | 4,304 | $1.25M | 0.02% | 00.0% | Unchanged |
| Prana Capital Management, LP | 4,401 | $1.28M | 0.05% | +1,531+53.3% | Added |
| Sanibel Captiva Trust Company, Inc. | 4,468 | $1.30M | 0.04% | −634−12.4% | Reduced |
| Lafayette Investments, Inc. | 4,475 | $1.30M | 0.25% | +1,235+38.1% | Added |
| Neuberger Berman Group LLC | 4,546 | $1.32M | 0.00% | +1,085+31.3% | Added |
| Sterling Capital Management LLC | 4,571 | $1.33M | 0.02% | −128−2.7% | Reduced |
| Wedbush Securities Inc | 4,609 | $1.34M | 0.04% | +1,141+32.9% | Added |
| ICW Investment Advisors LLC | 4,838 | $1.40M | 0.51% | −370−7.1% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 4,840 | $1.40M | 0.01% | +4,840 | New |
| Alberta Investment Management Corp | 4,900 | $1.42M | 0.01% | −8,600−63.7% | Reduced |
| Marathon Trading Investment Management LLC | 4,911 | $1.43M | 0.17% | +4,911 | New |
| Buckingham Strategic Partners | 4,919 | $1.43M | 0.02% | +4,919 | New |
| Callan Family Office, LLC | 4,935 | $1.43M | 0.03% | −3,316−40.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,112 | $1.46M | 0.00% | +359+7.6% | Added |
| GWM Advisors LLC | 5,047 | $1.46M | 0.01% | −111−2.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 5,079 | $1.47M | 0.00% | −1,032,637−99.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 5,291 | $1.54M | 0.07% | −215−3.9% | Reduced |
| Resources Investment Advisors, LLC. | 5,363 | $1.56M | 0.02% | +197+3.8% | Added |
| Ameritas Investment Partners, Inc. | 5,392 | $1.56M | 0.05% | −144−2.6% | Reduced |
| Virginia Retirement Systems Et Al | 5,520 | $1.60M | 0.01% | +5,520 | New |
| Summit Trail Advisors, LLC | 5,562 | $1.61M | 0.03% | +344+6.6% | Added |
| Argo Wealth Advisory, LLC | 5,589 | $1.62M | 0.97% | +5,589 | New |
| Core Alternative Capital | 5,592 | $1.62M | 0.45% | −2,334−29.4% | Reduced |
| Commonwealth Equity Services, LLC | 5,615 | $1.63M | 0.00% | −3,009−34.9% | Reduced |
| Third View Private Wealth, LLC | 5,641 | $1.64M | 0.22% | +5,641 | New |
| Concurrent Investment Advisors, LLC | 5,683 | $1.65M | 0.02% | +348+6.5% | Added |
| Woodline Partners LP | 5,700 | $1.65M | 0.01% | +703+14.1% | Added |
| Swiss Life Asset Management Ltd | 5,711 | $1.66M | 0.01% | −4,976−46.6% | Reduced |
| Cetera Investment Advisers | 5,818 | $1.69M | 0.00% | +254+4.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 5,835 | $1.69M | 0.00% | −5,945−50.5% | Reduced |
| Toroso Investments, LLC | 5,849 | $1.70M | 0.01% | −2,442−29.5% | Reduced |
| Palisade Asset Management, LLC | 5,870 | $1.70M | 0.17% | +2,615+80.3% | Added |
| Verition Fund Management LLC | 5,903 | $1.71M | 0.01% | +1,000+20.4% | Added |
| Steward Partners Investment Advisory, LLC | 5,927 | $1.72M | 0.01% | +99+1.7% | Added |
| Quadrant Capital Group LLC | 5,960 | $1.73M | 0.05% | +5,152+637.6% | Added |
| Bright Rock Capital Management, LLC | 6,000 | $1.74M | 0.34% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 6,012 | $1.74M | 0.40% | +6,012 | New |
| UniSuper Management Pty Ltd | 6,013 | $1.74M | 0.01% | −496−7.6% | Reduced |
| Taylor Frigon Capital Management LLC | 6,022 | $1.75M | 0.88% | +2,577+74.8% | Added |
| SummitTX Capital, L.P. | 6,061 | $1.76M | 0.05% | +2,100+53.0% | Added |
| Naples Global Advisors, LLC | 6,131 | $1.78M | 0.13% | −577−8.6% | Reduced |
| Utah Retirement Systems | 6,217 | $1.80M | 0.02% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 6,251 | $1.81M | 0.00% | −24,686−79.8% | Reduced |
| New Age Alpha Advisors, LLC | 6,319 | $1.83M | 0.08% | +3,559+128.9% | Added |
| Nicholson Wealth Management Group, LLC | 6,325 | $1.84M | 1.08% | +1,859+41.6% | Added |
| CI Private Wealth, LLC | 6,367 | $1.85M | 0.00% | +2,180+52.1% | Added |
| TD Asset Management Inc | 6,455 | $1.87M | 0.00% | −16,879−72.3% | Reduced |
| JustInvest LLC | 6,561 | $1.90M | 0.02% | +3,223+96.6% | Added |
| Colony Group, LLC | 6,657 | $1.93M | 0.00% | +5,068+318.9% | Added |
| Evoke Wealth, LLC | 6,673 | $1.94M | 0.04% | +568+9.3% | Added |
| Ticino Wealth | 6,705 | $1.95M | 0.72% | +6,705 | New |
| Aurora Investment Counsel | 6,867 | $1.99M | 1.05% | +6,867 | New |
| Warren Averett Asset Management, LLC | 6,929 | $2.01M | 0.02% | +3,213+86.5% | Added |
| M&T Bank Corp | 6,966 | $2.02M | 0.01% | −2,130−23.4% | Reduced |
| Coastal Bridge Advisors, LLC | 7,020 | $2.04M | 0.15% | −276−3.8% | Reduced |
| Brown Advisory Inc | 7,080 | $2.05M | 0.00% | −1,375−16.3% | Reduced |
| Amalgamated Bank | 7,103 | $2.06M | 0.01% | −528−6.9% | Reduced |
| Entropy Technologies, LP | 7,133 | $2.07M | 0.11% | −1,776−19.9% | Reduced |
| Resona Asset Management Co.,Ltd. | 7,087 | $2.08M | 0.01% | −10,302−59.2% | Reduced |
| Twin Tree Management, LP | 7,275 | $2.11M | 0.22% | +7,275 | New |
| Quantbot Technologies LP | 7,332 | $2.13M | 0.07% | +7,332 | New |
| Linden Thomas Advisory Services, LLC | 7,339 | $2.13M | 0.22% | −497−6.3% | Reduced |
| Hendley & Co Inc | 7,450 | $2.16M | 0.77% | +7,450 | New |
| Parr McKnight Wealth Management Group, LLC | 7,452 | $2.16M | 0.28% | −3,655−32.9% | Reduced |
| Regal Investment Advisors LLC | 7,481 | $2.17M | 0.13% | +7,481 | New |
| united american securities inc. (d/b/a uas asset management) | 7,500 | $2.18M | 0.46% | +7,500 | New |
| Qube Research & Technologies Ltd | 7,510 | $2.18M | 0.00% | −59,033−88.7% | Reduced |
| Gateway Investment Advisers LLC | 7,539 | $2.19M | 0.02% | −7,541−50.0% | Reduced |
| Atria Investments LLC | 7,759 | $2.25M | 0.03% | −5,382−41.0% | Reduced |
| Pictet Asset Management Holding SA | 7,918 | $2.30M | 0.00% | −37,070−82.4% | Reduced |
| Eukles Asset Management | 7,923 | $2.30M | 0.89% | −145−1.8% | Reduced |
| Retirement Systems of Alabama | 7,967 | $2.31M | 0.01% | −99−1.2% | Reduced |
| CIBC World Markets Inc. | 8,122 | $2.36M | 0.00% | +6,870+548.7% | Added |
| O'Shaughnessy Asset Management, LLC | 8,174 | $2.37M | 0.01% | −503−5.8% | Reduced |