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 |
|---|---|---|---|---|---|
| Element Squared LLC | 8,189 | $2.38M | 1.29% | +8,189 | New |
| KLP Kapitalforvaltning AS | 8,280 | $2.40M | 0.01% | −4,620−35.8% | Reduced |
| CIBC Asset Management Inc | 8,346 | $2.42M | 0.01% | −8,022−49.0% | Reduced |
| New York Life Investment Management LLC | 8,468 | $2.46M | 0.02% | +3,343+65.2% | Added |
| Banco Santander, S.A. | 8,471 | $2.46M | 0.02% | −5,579−39.7% | Reduced |
| Ensign Peak Advisors, Inc | 8,522 | $2.47M | 0.00% | −6,239−42.3% | Reduced |
| Credit Agricole S A | 8,567 | $2.49M | 0.01% | +5,008+140.7% | Added |
| Nuance Investments, LLC | 8,596 | $2.49M | 0.27% | −944−9.9% | Reduced |
| AIMZ Investment Advisors, LLC | 8,675 | $2.52M | 0.72% | +8,675 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,712 | $2.53M | 0.01% | −9,446−52.0% | Reduced |
| Comerica Bank | 8,813 | $2.56M | 0.01% | −3,121−26.2% | Reduced |
| US Bancorp | 8,841 | $2.57M | 0.00% | +58+0.7% | Added |
| State of Tennessee, Treasury Department | 10,245 | $2.61M | 0.01% | −114−1.1% | Reduced |
| Somerset Trust Co | 9,036 | $2.62M | 0.80% | +245+2.8% | Added |
| MetLife Investment Management | 9,096 | $2.64M | 0.01% | −403−4.2% | Reduced |
| Strong Tower Advisory Services | 9,511 | $2.76M | 0.49% | +800+9.2% | Added |
| Public Sector Pension Investment Board | 9,543 | $2.77M | 0.01% | +1,390+17.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,347 | $2.78M | 0.03% | −455−4.2% | Reduced |
| JLB & Associates Inc | 9,630 | $2.79M | 0.38% | −1,053−9.9% | Reduced |
| Czech National Bank | 9,877 | $2.87M | 0.02% | +274+2.9% | Added |
| Bridgewater Associates, LP | 10,274 | $2.98M | 0.01% | +2,838+38.2% | Added |
| Arizona State Retirement System | 10,539 | $3.06M | 0.02% | −782−6.9% | Reduced |
| Magnetar Financial LLC | 10,694 | $3.10M | 0.03% | +10,694 | New |
| American Century Companies Inc | 11,069 | $3.21M | 0.00% | −121−1.1% | Reduced |
| Toronto Dominion Bank | 11,235 | $3.26M | 0.01% | −7,066−38.6% | Reduced |
| Rafferty Asset Management, LLC | 11,428 | $3.32M | 0.01% | −1,150−9.1% | Reduced |
| Birch Capital Management, LLC | 11,604 | $3.37M | 1.68% | +3,175+37.7% | Added |
| Handelsbanken Fonder AB | 11,691 | $3.39M | 0.01% | −1,560−11.8% | Reduced |
| Jensen Investment Management Inc | 11,810 | $3.43M | 0.05% | 00.0% | Unchanged |
| Victory Capital Management Inc | 12,014 | $3.49M | 0.00% | −5,543−31.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,015 | $3.49M | 0.01% | −1,367−10.2% | Reduced |
| Captrust Financial Advisors | 12,279 | $3.56M | 0.01% | +6,065+97.6% | Added |
| Mercer Global Advisors Inc | 12,570 | $3.65M | 0.01% | +9,462+304.4% | Added |
| State of New Jersey Common Pension Fund D | 12,692 | $3.68M | 0.01% | +534+4.4% | Added |
| Sanctuary Advisors, LLC | 12,876 | $3.74M | 0.02% | −2,973−18.8% | Reduced |
| Trexquant Investment LP | 12,884 | $3.74M | 0.03% | −84,903−86.8% | Reduced |
| Nutshell Asset Management Ltd | 13,000 | $3.77M | 1.34% | +13,000 | New |
| Public Employees Retirement System of Ohio | 13,027 | $3.78M | 0.01% | −824−5.9% | Reduced |
| Nisa Investment Advisors, LLC | 13,447 | $3.90M | 0.01% | +2,283+20.4% | Added |
| Advisor Group Holdings, Inc. | 13,494 | $3.92M | 0.01% | −2,925−17.8% | Reduced |
| Bannerstone Capital Management, LLC | 13,729 | $3.98M | 3.82% | +13,729 | New |
| Kennedy Capital Management, Inc. | 13,875 | $4.03M | 0.09% | +2,190+18.7% | Added |
| State of Alaska, Department of Revenue | 14,114 | $4.09M | 0.04% | −450−3.1% | Reduced |
| Monimus Capital Management, LP | 14,933 | $4.33M | 2.86% | +14,933 | New |
| Hendershot Investments Inc. | 15,243 | $4.42M | 0.56% | −1,436−8.6% | Reduced |
| Great West Life Assurance Co | 15,330 | $4.45M | 0.01% | −5,616−26.8% | Reduced |
| Moran Wealth Management, LLC | 15,363 | $4.46M | 0.14% | +15,363 | New |
| DekaBank Deutsche Girozentrale | 9,755 | $4.51M | 0.01% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 15,688 | $4.55M | 0.01% | −1,381−8.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 15,836 | $4.60M | 0.04% | −1,009−6.0% | Reduced |
| Quadrature Capital Ltd | 15,938 | $4.63M | 0.05% | +15,938 | New |
| APG Asset Management N.V. | 18,800 | $4.65M | 0.01% | −7,500−28.5% | Reduced |
| Marks Group Wealth Management, Inc | 16,298 | $4.73M | 0.45% | −13,798−45.8% | Reduced |
| Voya Investment Management LLC | 16,997 | $4.93M | 0.00% | −1,892−10.0% | Reduced |
| ExodusPoint Capital Management, LP | 17,254 | $5.01M | 0.06% | −29,596−63.2% | Reduced |
| Papp L Roy & Associates | 17,574 | $5.10M | 0.56% | −329−1.8% | Reduced |
| Woodbridge Co Ltd | 17,617 | $5.11M | 0.01% | +17,617 | New |
| Prudential Financial Inc | 17,624 | $5.11M | 0.01% | −3,302−15.8% | Reduced |
| Kinsale Capital Group, Inc. | 17,749 | $5.15M | 0.86% | +17,749 | New |
| Winton Group Ltd | 17,931 | $5.20M | 0.18% | +17,931 | New |
| Baird Financial Group, Inc. | 18,019 | $5.23M | 0.01% | −1,073−5.6% | Reduced |
| Janus Henderson Group PLC | 18,198 | $5.28M | 0.00% | +14,030+336.6% | Added |
| Bath Savings Trust Co | 18,243 | $5.29M | 0.53% | −9,565−34.4% | Reduced |
| Algert Global LLC | 18,530 | $5.38M | 0.08% | +18,530 | New |
| Yousif Capital Management, LLC | 19,916 | $5.52M | 0.06% | −140−0.7% | Reduced |
| Truist Financial Corp | 19,249 | $5.59M | 0.01% | −2,947−13.3% | Reduced |
| Wendell David Associates Inc | 19,526 | $5.67M | 0.58% | −4,475−18.6% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 20,514 | $5.95M | 0.02% | +844+4.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 20,760 | $6.02M | 0.02% | +1,116+5.7% | Added |
| SG Americas Securities, LLC | 20,828 | $6.04M | 0.01% | +16,033+334.4% | Added |
| Janney Montgomery Scott LLC | 20,897 | $6.06M | 0.01% | −21,653−50.9% | Reduced |
| Pathstone Holdings, LLC | 20,975 | $6.09M | 0.02% | +13,875+195.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 20,903 | $6.13M | 0.01% | +14,819+243.6% | Added |
| HighTower Advisors, LLC | 21,950 | $6.37M | 0.01% | −53,075−70.7% | Reduced |
| Willis Investment Counsel | 23,002 | $6.67M | 0.34% | +2,346+11.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 23,535 | $6.79M | 0.04% | −3,560−13.1% | Reduced |
| Adage Capital Partners GP, L.L.C. | 23,800 | $6.91M | 0.01% | −2,600−9.8% | Reduced |
| New York State Common Retirement Fund | 23,927 | $6.94M | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 24,534 | $7.12M | 0.29% | +882+3.7% | Added |
| Canoe Financial LP | 24,755 | $7.18M | 0.10% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 24,823 | $7.20M | 1.20% | +10,153+69.2% | Added |
| State of Wisconsin Investment Board | 26,164 | $7.59M | 0.02% | +3,704+16.5% | Added |
| National Bank of Canada | 26,303 | $7.63M | 0.01% | +8,977+51.8% | Added |
| Cerity Partners LLC | 26,398 | $7.66M | 0.01% | +20,551+351.5% | Added |
| CWM, LLC | 26,641 | $7.73M | 0.02% | +25,190+1,736.0% | Added |
| The PNC Financial Services Group, Inc. | 26,892 | $7.80M | 0.00% | +377+1.4% | Added |
| Assenagon Asset Management S.A. | 27,455 | $7.97M | 0.01% | −79,664−74.4% | Reduced |
| Standard Life Aberdeen plc | 27,709 | $8.04M | 0.01% | −7,202−20.6% | Reduced |
| Kingsview Wealth Management, LLC | 27,765 | $8.06M | 0.12% | +25,593+1,178.3% | Added |
| Point72 Asset Management, L.P. | 27,942 | $8.11M | 0.01% | +27,942 | New |
| Russell Investments Group, Ltd. | 28,340 | $8.23M | 0.01% | −6,966−19.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 28,401 | $8.24M | 0.00% | −72,491−71.9% | Reduced |
| XTX Topco Ltd | 28,728 | $8.34M | 0.22% | +26,874+1,449.5% | Added |
| Franklin Resources Inc | 29,472 | $8.55M | 0.00% | +216+0.7% | Added |
| Creative Planning | 29,521 | $8.57M | 0.01% | +22,551+323.5% | Added |
| Mattern Capital Management, LLC | 30,391 | $8.82M | 1.04% | +9,971+48.8% | Added |
| Financial Strategies Group, Inc. | 31,271 | $9.16M | 1.66% | +1,337+4.5% | Added |
| Citigroup Inc | 31,685 | $9.19M | 0.01% | −26,158−45.2% | Reduced |
| State Board of Administration of Florida Retirement System | 32,480 | $9.43M | 0.02% | −2,303−6.6% | Reduced |
| Rockefeller Capital Management L.P. | 33,094 | $9.60M | 0.02% | +28,872+683.8% | Added |