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 |
|---|---|---|---|---|---|
| Taproot Management LP | 34,144 | $9.91M | 1.61% | +34,144 | New |
| New York State Teachers Retirement System | 34,410 | $9.98M | 0.02% | +1,016+3.0% | Added |
| California State Teachers Retirement System | 35,768 | $10.4M | 0.01% | −22,491−38.6% | Reduced |
| Quantinno Capital Management LP | 35,893 | $10.4M | 0.02% | +22,440+166.8% | Added |
| Mariner, LLC | 37,800 | $11.0M | 0.01% | +25,757+213.9% | Added |
| Squarepoint Ops LLC | 38,115 | $11.1M | 0.02% | −90,226−70.3% | Reduced |
| State of Michigan Retirement System | 39,235 | $11.4M | 0.06% | −1,000−2.5% | Reduced |
| Van Eck Associates Corp | 41,622 | $12.1M | 0.01% | +26,697+178.9% | Added |
| Investment House LLC | 42,393 | $12.3M | 0.58% | +32,092+311.5% | Added |
| Principal Financial Group Inc | 43,072 | $12.5M | 0.01% | −2,644−5.8% | Reduced |
| Running Oak Capital LLC | 43,414 | $12.6M | 1.58% | +2,079+5.0% | Added |
| Man Group plc | 43,790 | $12.7M | 0.02% | +17,964+69.6% | Added |
| Stifel Financial Corp | 43,938 | $12.8M | 0.01% | +2,778+6.7% | Added |
| Balyasny Asset Management LLC | 44,712 | $13.0M | 0.02% | +44,712 | New |
| Susquehanna International Group, LLP | 45,136 | $13.1M | 0.02% | −6,071−11.9% | Reduced |
| Distillate Capital Partners LLC | 50,280 | $14.6M | 0.75% | +491+1.0% | Added |
| Ieq Capital, LLC | 50,802 | $14.7M | 0.04% | +50,802 | New |
| Saybrook Capital | 51,407 | $14.9M | 3.71% | −3,074−5.6% | Reduced |
| Earnest Partners LLC | 51,598 | $15.0M | 0.06% | −7,397−12.5% | Reduced |
| Ameriprise Financial Inc | 55,120 | $16.0M | 0.00% | −48,331−46.7% | Reduced |
| LPL Financial LLC | 55,256 | $16.0M | 0.00% | −31,197−36.1% | Reduced |
| Price T Rowe Associates Inc | 55,632 | $16.1M | 0.00% | −654−1.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 58,425 | $16.6M | 0.01% | −797,614−93.2% | Reduced |
| HRT Financial LP | 58,075 | $16.9M | 0.05% | +58,075 | New |
| Envestnet Asset Management Inc | 59,460 | $17.3M | 0.01% | −30,902−34.2% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 59,589 | $17.3M | 0.03% | −13,243−18.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 67,589 | $19.6M | 0.10% | +66,638+7,007.2% | Added |
| HSBC Holdings PLC | 68,785 | $20.0M | 0.01% | −160,515−70.0% | Reduced |
| FMR LLC | 72,844 | $21.1M | 0.00% | +37,179+104.2% | Added |
| Voloridge Investment Management, LLC | 73,114 | $21.2M | 0.07% | −116,601−61.5% | Reduced |
| Swiss National Bank | 74,520 | $21.6M | 0.01% | +74,520 | New |
| SEI Investments Co | 76,399 | $22.2M | 0.02% | −42,856−35.9% | Reduced |
| BNP Paribas Arbitrage, SA | 77,381 | $22.5M | 0.01% | −129,330−62.6% | Reduced |
| Heron Bay Capital Management | 78,915 | $22.9M | 4.37% | +23,556+42.6% | Added |
| Two Sigma Advisers, LP | 79,582 | $23.1M | 0.04% | +57,482+260.1% | Added |
| Rhumbline Advisers | 80,394 | $23.3M | 0.02% | −4,873−5.7% | Reduced |
| Natixis Advisors, L.P. | 81,644 | $23.7M | 0.03% | −4,337−5.0% | Reduced |
| Copeland Capital Management, LLC | 82,277 | $23.9M | 0.53% | +9,908+13.7% | Added |
| Interval Partners, LP | 82,680 | $24.0M | 0.56% | +55,465+203.8% | Added |
| California Public Employees Retirement System | 84,405 | $24.5M | 0.01% | −37,814−30.9% | Reduced |
| Ninety One North America, Inc. | 86,179 | $25.0M | 1.01% | +1,493+1.8% | Added |
| Sone Capital Management, LLC | 90,740 | $26.3M | 2.14% | −4,382−4.6% | Reduced |
| Capital Fund Management S.A. | 91,079 | $26.4M | 0.25% | +51,581+130.6% | Added |
| Amundi | 95,857 | $27.8M | 0.01% | −25,657−21.1% | Reduced |
| Regents of the University of California | 103,764 | $30.1M | 1.07% | +103,764 | New |
| Nuveen, LLC | 110,104 | $32.0M | 0.01% | +10,908+11.0% | Added |
| Royal Bank of Canada | 111,033 | $32.2M | 0.01% | +7,736+7.5% | Added |
| Alliancebernstein L.P. | 112,867 | $32.8M | 0.01% | +74,215+192.0% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 121,873 | $35.4M | 0.28% | +5,153+4.4% | Added |
| Raymond James Financial Inc | 123,811 | $35.9M | 0.01% | −19,387−13.5% | Reduced |
| Millennium Management LLC | 124,386 | $36.1M | 0.03% | −7,380−5.6% | Reduced |
| Ariel Investments, LLC | 125,439 | $36.4M | 0.39% | +125,439 | New |
| Nomura Asset Management Co Ltd | 126,411 | $36.7M | 0.09% | +22,191+21.3% | Added |
| JPMorgan Chase & Co | 133,543 | $38.8M | 0.00% | −3,865−2.8% | Reduced |
| American Capital Management Inc | 134,951 | $39.2M | 1.73% | −20,353−13.1% | Reduced |
| UBS Asset Management Americas Inc | 137,652 | $39.9M | 0.01% | −143,100−51.0% | Reduced |
| Manufacturers Life Insurance Company, The | 137,860 | $40.0M | 0.03% | +114,772+497.1% | Added |
| Everett Harris & Co | 145,384 | $42.2M | 0.51% | +1,155+0.8% | Added |
| Deutsche Bank AG | 146,549 | $42.5M | 0.01% | −32,845−18.3% | Reduced |
| Barclays PLC | 152,253 | $44.2M | 0.02% | −120,282−44.1% | Reduced |
| Royal London Asset Management Ltd | 159,340 | $46.2M | 0.10% | +10,656+7.2% | Added |
| Jane Street Group, LLC | 160,807 | $46.7M | 0.06% | +86,513+116.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 163,187 | $47.4M | 0.12% | +154,993+1,891.5% | Added |
| Gotham Asset Management, LLC | 163,482 | $47.4M | 0.17% | +139,574+583.8% | Added |
| Legal & General Group Plc | 165,386 | $48.0M | 0.01% | −124,434−42.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 169,102 | $49.1M | 0.03% | +147,329+676.7% | Added |
| CBOE Vest Financial, LLC | 170,147 | $49.4M | 0.63% | +40,047+30.8% | Added |
| McDonald Capital Investors Inc | 185,744 | $53.9M | 3.31% | +86,891+87.9% | Added |
| UBS Group AG | 190,655 | $55.3M | 0.01% | −21,106−10.0% | Reduced |
| First Trust Advisors LP | 221,011 | $64.1M | 0.05% | +60,565+37.7% | Added |
| Shapiro Capital Management LLC | 237,867 | $69.0M | 3.65% | +237,867 | New |
| Two Sigma Investments, LP | 240,278 | $69.7M | 0.10% | −39,490−14.1% | Reduced |
| Fiera Capital Corp | 271,525 | $78.8M | 0.25% | −8,662−3.1% | Reduced |
| Boston Trust Walden Corp | 280,259 | $81.3M | 0.61% | −10,064−3.5% | Reduced |
| Bank of New York Mellon Corp | 318,219 | $92.3M | 0.02% | +57,905+22.2% | Added |
| Northern Trust Corp | 322,408 | $93.6M | 0.01% | −79,678−19.8% | Reduced |
| Champlain Investment Partners, LLC | 343,281 | $99.6M | 1.01% | +46,266+15.6% | Added |
| Dimensional Fund Advisors LP | 364,599 | $105.8M | 0.02% | +70,359+23.9% | Added |
| StonePine Asset Management Inc. | 412,864 | $119.8M | 0.74% | −6,620−1.6% | Reduced |
| Charles Schwab Investment Management Inc | 424,355 | $123.1M | 0.02% | +14,137+3.4% | Added |
| Goldman Sachs Group Inc | 455,480 | $132.2M | 0.02% | +186,774+69.5% | Added |
| Norges Bank | 522,045 | $151.5M | 0.02% | +522,045 | New |
| ProShare Advisors LLC | 559,500 | $162.4M | 0.29% | +150,448+36.8% | Added |
| Marshall Wace, LLP | 581,409 | $168.7M | 0.16% | +482,980+490.7% | Added |
| Bank of Montreal | 597,723 | $173.5M | 0.07% | +566,975+1,843.9% | Added |
| Bank of America Corp | 630,693 | $183.0M | 0.01% | +57,937+10.1% | Added |
| AQR Capital Management LLC | 705,062 | $204.6M | 0.11% | +689,891+4,547.4% | Added |
| Invesco Ltd. | 716,486 | $207.9M | 0.02% | −77,346−9.7% | Reduced |
| Citadel Advisors LLC | 868,466 | $252.0M | 0.17% | +354,438+69.0% | Added |
| Geode Capital Management, LLC | 1,058,434 | $306.6M | 0.02% | −45,419−4.1% | Reduced |
| Morgan Stanley | 1,120,740 | $325.2M | 0.02% | −1,048,487−48.3% | Reduced |
| Wells Fargo & Company | 1,192,872 | $346.2M | 0.07% | −140,991−10.6% | Reduced |
| Ninety One UK Ltd | 1,194,976 | $346.8M | 0.74% | −11,914−1.0% | Reduced |
| Loomis Sayles & Co L P | 1,495,160 | $433.9M | 0.52% | −37,532−2.4% | Reduced |
| State Street Corp | 1,900,894 | $551.6M | 0.02% | −60,337−3.1% | Reduced |
| Bamco Inc | 2,888,845 | $838.3M | 2.27% | +1,069,786+58.8% | Added |
| BlackRock, Inc. | 3,031,884 | $879.8M | 0.01% | −371,069−10.9% | Reduced |
| Vanguard Group Inc | 4,455,010 | $1.29B | 0.02% | −477,372−9.7% | Reduced |
| Nordea Investment Management AB | 0 | $0 | 0.00% | −354,387−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −81,075−100.0% | Sold out |