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Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2025: 798 institutions
Q1 2021: 577 institutionsQ2 2021: 595 institutionsQ3 2021: 621 institutionsQ4 2021: 695 institutionsQ1 2022: 704 institutionsQ2 2022: 693 institutionsQ3 2022: 692 institutionsQ4 2022: 743 institutionsQ1 2023: 723 institutionsQ2 2023: 737 institutionsQ3 2023: 733 institutionsQ4 2023: 775 institutionsQ1 2024: 782 institutionsQ2 2024: 807 institutionsQ3 2024: 833 institutionsQ4 2024: 847 institutionsQ1 2025: 828 institutionsQ2 2025: 837 institutionsQ3 2025: 775 institutionsQ4 2025: 798 institutionsQ1 2026: 726 institutionsQ2 2026: 767 institutions
Value heldQ4 2025: $10.6B
Q1 2021: $10.3BQ2 2021: $11.1BQ3 2021: $13.1BQ4 2021: $16.5BQ1 2022: $14.8BQ2 2022: $13.0BQ3 2022: $13.8BQ4 2022: $13.5BQ1 2023: $14.0BQ2 2023: $13.7BQ3 2023: $15.2BQ4 2023: $16.5BQ1 2024: $15.9BQ2 2024: $14.6BQ3 2024: $16.5BQ4 2024: $17.2BQ1 2025: $16.2BQ2 2025: $15.9BQ3 2025: $10.6BQ4 2025: $10.6BQ1 2026: $8.21BQ2 2026: $9.22B
Institutions holding FDS and their total value by quarter
QuarterHoldersValue
Q2 2026767$9.22B
Q1 2026726$8.21B
Q4 2025798$10.6B
Q3 2025775$10.6B
Q2 2025837$15.9B
Q1 2025828$16.2B
Q4 2024847$17.2B
Q3 2024833$16.5B
Q2 2024807$14.6B
Q1 2024782$15.9B
Q4 2023775$16.5B
Q3 2023733$15.2B
Q2 2023737$13.7B
Q1 2023723$14.0B
Q4 2022743$13.5B
Q3 2022692$13.8B
Q2 2022693$13.0B
Q1 2022704$14.8B
Q4 2021695$16.5B
Q3 2021621$13.1B
Q2 2021595$11.1B
Q1 2021577$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.

Institutions holding FDS in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Freestone Grove Partners LP0$00.00%−40,361−100.0%Sold out
Caisse de Depot Et Placement du Quebec0$00.00%−37,530−100.0%Sold out
Forsta Ap-Fonden0$00.00%−20,100−100.0%Sold out
Greenland Capital Management LP0$00.00%−16,912−100.0%Sold out
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund0$00.00%−14,839−100.0%Sold out
Mn Services Vermogensbeheer B.V.0$00.00%−14,000−100.0%Sold out
Jain Global LLC0$00.00%−12,821−100.0%Sold out
Mediolanum International Funds Ltd0$00.00%−12,478−100.0%Sold out
IMC-Chicago, LLC0$00.00%−12,266−100.0%Sold out
Heartland Advisors Inc0$00.00%−12,210−100.0%Sold out
Lansforsakringar Fondforvaltning AB (publ)0$00.00%−11,999−100.0%Sold out
Andra AP-fonden0$00.00%−10,611−100.0%Sold out
Hussman Strategic Advisors, Inc.0$00.00%−10,500−100.0%Sold out
Stonebridge Financial Group, LLC0$00.00%−10,123−100.0%Sold out
Kovitz Investment Group Partners, LLC0$00.00%−9,089−100.0%Sold out
Twinbeech Capital LP0$00.00%−8,759−100.0%Sold out
Delta Global Management LP0$00.00%−8,646−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−8,068−100.0%Sold out
Acadian Asset Management LLC0$00.00%−8,022−100.0%Sold out
Skandinaviska Enskilda Banken AB (publ)0$00.00%−7,808−100.0%Sold out
IFM Investors Pty Ltd0$00.00%−7,268−100.0%Sold out
Bank Julius Baer & Co. Ltd, Zurich0$00.00%−6,366−100.0%Sold out
Legacy Financial Strategies, LLC0$00.00%−5,577−100.0%Sold out
Robeco Institutional Asset Management B.V.0$00.00%−5,454−100.0%Sold out
British Columbia Investment Management Corp0$00.00%−5,435−100.0%Sold out
Summit Wealth Group LLC0$00.00%−5,486−100.0%Sold out
PFG Advisors0$00.00%−5,173−100.0%Sold out
Nissay Asset Management Corp0$00.00%−5,169−100.0%Sold out
Ostrum Asset Management0$00.00%−4,556−100.0%Sold out
Palumbo Wealth Management LLC0$00.00%−4,603−100.0%Sold out
OP Asset Management Ltd0$00.00%−4,498−100.0%Sold out
Generali Asset Management SPA SGR0$00.00%−4,175−100.0%Sold out
Abner Herrman & Brock LLC0$00.00%−4,000−100.0%Sold out
LWM Advisory Services, LLC0$00.00%−4,000−100.0%Sold out
We Are One Seven, LLC0$00.00%−3,834−100.0%Sold out
Ossiam0$00.00%−3,600−100.0%Sold out
Avanza Fonder AB0$00.00%−3,084−100.0%Sold out
Marshall Financial Group LLC0$00.00%−2,891−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−2,888−100.0%Sold out
Tredje AP-fonden0$00.00%−2,853−100.0%Sold out
Candriam Luxembourg S.C.A.0$00.00%−2,809−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−2,653−100.0%Sold out
Formidable Asset Management, LLC0$00.00%−1,637−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−2,553−100.0%Sold out
Schroder Investment Management Group0$00.00%−2,331−100.0%Sold out
Farringdon Capital, Ltd.0$00.00%−2,358−100.0%Sold out
J. Safra Sarasin Holding AG0$00.00%−2,349−100.0%Sold out
Klein Pavlis & Peasley Financial, Inc.0$00.00%−2,266−100.0%Sold out
Empowered Funds, LLC0$00.00%−2,195−100.0%Sold out
Novem Group0$00.00%−2,145−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−2,034−100.0%Sold out
Gulf International Bank (UK) Ltd0$00.00%−2,009−100.0%Sold out
Aigen Investment Management, LP0$00.00%−1,939−100.0%Sold out
Catalytic Wealth RIA, LLC0$00.00%−1,927−100.0%Sold out
Gibbs Wealth Management0$00.00%−1,861−100.0%Sold out
Texas Yale Capital Corp.0$00.00%−1,852−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−1,773−100.0%Sold out
Worldquant Millennium Advisors LLC0$00.00%−1,770−100.0%Sold out
Element Capital Management LLC0$00.00%−1,720−100.0%Sold out
E. Ohman J:or Asset Management AB0$00.00%−1,604−100.0%Sold out
Sound Financial Strategies Group, LLC0$00.00%−1,585−100.0%Sold out
Koshinski Asset Management, Inc.0$00.00%−1,507−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−1,473−100.0%Sold out
Pensionmark Financial Group, LLC0$00.00%−1,455−100.0%Sold out
Vinva Investment Management Ltd0$00.00%−1,434−100.0%Sold out
Allianz Asset Management GmbH0$00.00%−1,452−100.0%Sold out
Prudential PLC0$00.00%−1,421−100.0%Sold out
ASR Vermogensbeheer N.V.0$00.00%−1,414−100.0%Sold out
Rathbone Brothers plc0$00.00%−1,289−100.0%Sold out
Norden Group LLC0$00.00%−1,230−100.0%Sold out
Fifth Third Wealth Advisors LLC0$00.00%−1,196−100.0%Sold out
D.A. Davidson & Co.0$00.00%−1,173−100.0%Sold out
Tokio Marine Asset Management Co Ltd0$00.00%−1,170−100.0%Sold out
National Pension Service0$00.00%−1,113−100.0%Sold out
Perbak Capital Partners LLP0$00.00%−1,111−100.0%Sold out
Park Avenue Securities LLC0$00.00%−1,073−100.0%Sold out
Impact Capital Partners LLC0$00.00%−1,065−100.0%Sold out
Blackhawk Capital Partners LLC.0$00.00%−1,050−100.0%Sold out
Wesbanco Bank Inc0$00.00%−1,036−100.0%Sold out
Frank, Rimerman Advisors LLC0$00.00%−1,021−100.0%Sold out
B. Metzler seel. Sohn & Co. AG0$00.00%−985−100.0%Sold out
McDonald Partners LLC0$00.00%−958−100.0%Sold out
Security Financial Services, INC.0$00.00%−900−100.0%Sold out
Atlas Legacy Advisors, LLC0$00.00%−855−100.0%Sold out
Forum Financial Management, LP0$00.00%−845−100.0%Sold out
Dock Street Asset Management Inc0$00.00%−820−100.0%Sold out
S-Bank Fund Management Ltd0$00.00%−791−100.0%Sold out
Westerkirk Capital Inc.0$00.00%−791−100.0%Sold out
Main Street Financial Solutions, LLC0$00.00%−772−100.0%Sold out
Curated Wealth Partners LLC0$00.00%−772−100.0%Sold out
Diversify Advisory Services, LLC0$00.00%−833−100.0%Sold out
Strategy Asset Managers LLC0$00.00%−753−100.0%Sold out
Great Lakes Advisors, LLC0$00.00%−710−100.0%Sold out
Moneta Group Investment Advisors LLC0$00.00%−701−100.0%Sold out
Vestcor Inc0$00.00%−698−100.0%Sold out
State of Wyoming0$00.00%−417−100.0%Sold out
Curio Wealth, LLC0$00.00%−391−100.0%Sold out
FIL Ltd0$00.00%−369−100.0%Sold out
Livforsakringsbolaget Skandia, Omsesidigt0$00.00%−337−100.0%Sold out
Principal Securities, Inc.0$00.00%−322−100.0%Sold out