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 |
|---|---|---|---|---|---|
| Citigroup Inc | 31,685 | $9.19M | 0.01% | −26,158−45.2% | Reduced |
| Financial Strategies Group, Inc. | 31,271 | $9.16M | 1.66% | +1,337+4.5% | Added |
| Mattern Capital Management, LLC | 30,391 | $8.82M | 1.04% | +9,971+48.8% | Added |
| Creative Planning | 29,521 | $8.57M | 0.01% | +22,551+323.5% | Added |
| Franklin Resources Inc | 29,472 | $8.55M | 0.00% | +216+0.7% | Added |
| XTX Topco Ltd | 28,728 | $8.34M | 0.22% | +26,874+1,449.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 28,401 | $8.24M | 0.00% | −72,491−71.9% | Reduced |
| Russell Investments Group, Ltd. | 28,340 | $8.23M | 0.01% | −6,966−19.7% | Reduced |
| Point72 Asset Management, L.P. | 27,942 | $8.11M | 0.01% | +27,942 | New |
| Kingsview Wealth Management, LLC | 27,765 | $8.06M | 0.12% | +25,593+1,178.3% | Added |
| Standard Life Aberdeen plc | 27,709 | $8.04M | 0.01% | −7,202−20.6% | Reduced |
| Assenagon Asset Management S.A. | 27,455 | $7.97M | 0.01% | −79,664−74.4% | Reduced |
| The PNC Financial Services Group, Inc. | 26,892 | $7.80M | 0.00% | +377+1.4% | Added |
| CWM, LLC | 26,641 | $7.73M | 0.02% | +25,190+1,736.0% | Added |
| Cerity Partners LLC | 26,398 | $7.66M | 0.01% | +20,551+351.5% | Added |
| National Bank of Canada | 26,303 | $7.63M | 0.01% | +8,977+51.8% | Added |
| State of Wisconsin Investment Board | 26,164 | $7.59M | 0.02% | +3,704+16.5% | Added |
| AdvisorShares Investments LLC | 24,823 | $7.20M | 1.20% | +10,153+69.2% | Added |
| Canoe Financial LP | 24,755 | $7.18M | 0.10% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 24,534 | $7.12M | 0.29% | +882+3.7% | Added |
| New York State Common Retirement Fund | 23,927 | $6.94M | 0.01% | 00.0% | Unchanged |
| Adage Capital Partners GP, L.L.C. | 23,800 | $6.91M | 0.01% | −2,600−9.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 23,535 | $6.79M | 0.04% | −3,560−13.1% | Reduced |
| Willis Investment Counsel | 23,002 | $6.67M | 0.34% | +2,346+11.4% | Added |
| HighTower Advisors, LLC | 21,950 | $6.37M | 0.01% | −53,075−70.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 20,903 | $6.13M | 0.01% | +14,819+243.6% | Added |
| Pathstone Holdings, LLC | 20,975 | $6.09M | 0.02% | +13,875+195.4% | Added |
| Janney Montgomery Scott LLC | 20,897 | $6.06M | 0.01% | −21,653−50.9% | Reduced |
| SG Americas Securities, LLC | 20,828 | $6.04M | 0.01% | +16,033+334.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 20,760 | $6.02M | 0.02% | +1,116+5.7% | Added |
| Chevy Chase Trust Holdings, Inc. | 20,514 | $5.95M | 0.02% | +844+4.3% | Added |
| Wendell David Associates Inc | 19,526 | $5.67M | 0.58% | −4,475−18.6% | Reduced |
| Truist Financial Corp | 19,249 | $5.59M | 0.01% | −2,947−13.3% | Reduced |
| Yousif Capital Management, LLC | 19,916 | $5.52M | 0.06% | −140−0.7% | Reduced |
| Algert Global LLC | 18,530 | $5.38M | 0.08% | +18,530 | New |
| Bath Savings Trust Co | 18,243 | $5.29M | 0.53% | −9,565−34.4% | Reduced |
| Janus Henderson Group PLC | 18,198 | $5.28M | 0.00% | +14,030+336.6% | Added |
| Baird Financial Group, Inc. | 18,019 | $5.23M | 0.01% | −1,073−5.6% | Reduced |
| Winton Group Ltd | 17,931 | $5.20M | 0.18% | +17,931 | New |
| Kinsale Capital Group, Inc. | 17,749 | $5.15M | 0.86% | +17,749 | New |
| Prudential Financial Inc | 17,624 | $5.11M | 0.01% | −3,302−15.8% | Reduced |
| Woodbridge Co Ltd | 17,617 | $5.11M | 0.01% | +17,617 | New |
| Papp L Roy & Associates | 17,574 | $5.10M | 0.56% | −329−1.8% | Reduced |
| ExodusPoint Capital Management, LP | 17,254 | $5.01M | 0.06% | −29,596−63.2% | Reduced |
| Voya Investment Management LLC | 16,997 | $4.93M | 0.00% | −1,892−10.0% | Reduced |
| Marks Group Wealth Management, Inc | 16,298 | $4.73M | 0.45% | −13,798−45.8% | Reduced |
| APG Asset Management N.V. | 18,800 | $4.65M | 0.01% | −7,500−28.5% | Reduced |
| Quadrature Capital Ltd | 15,938 | $4.63M | 0.05% | +15,938 | New |
| Police & Firemen's Retirement System of New Jersey | 15,836 | $4.60M | 0.04% | −1,009−6.0% | Reduced |
| Treasurer of the State of North Carolina | 15,688 | $4.55M | 0.01% | −1,381−8.1% | Reduced |
| DekaBank Deutsche Girozentrale | 9,755 | $4.51M | 0.01% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 15,363 | $4.46M | 0.14% | +15,363 | New |
| Great West Life Assurance Co | 15,330 | $4.45M | 0.01% | −5,616−26.8% | Reduced |
| Hendershot Investments Inc. | 15,243 | $4.42M | 0.56% | −1,436−8.6% | Reduced |
| Monimus Capital Management, LP | 14,933 | $4.33M | 2.86% | +14,933 | New |
| State of Alaska, Department of Revenue | 14,114 | $4.09M | 0.04% | −450−3.1% | Reduced |
| Kennedy Capital Management, Inc. | 13,875 | $4.03M | 0.09% | +2,190+18.7% | Added |
| Bannerstone Capital Management, LLC | 13,729 | $3.98M | 3.82% | +13,729 | New |
| Advisor Group Holdings, Inc. | 13,494 | $3.92M | 0.01% | −2,925−17.8% | Reduced |
| Nisa Investment Advisors, LLC | 13,447 | $3.90M | 0.01% | +2,283+20.4% | Added |
| Public Employees Retirement System of Ohio | 13,027 | $3.78M | 0.01% | −824−5.9% | Reduced |
| Nutshell Asset Management Ltd | 13,000 | $3.77M | 1.34% | +13,000 | New |
| Trexquant Investment LP | 12,884 | $3.74M | 0.03% | −84,903−86.8% | Reduced |
| Sanctuary Advisors, LLC | 12,876 | $3.74M | 0.02% | −2,973−18.8% | Reduced |
| State of New Jersey Common Pension Fund D | 12,692 | $3.68M | 0.01% | +534+4.4% | Added |
| Mercer Global Advisors Inc | 12,570 | $3.65M | 0.01% | +9,462+304.4% | Added |
| Captrust Financial Advisors | 12,279 | $3.56M | 0.01% | +6,065+97.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,015 | $3.49M | 0.01% | −1,367−10.2% | Reduced |
| Victory Capital Management Inc | 12,014 | $3.49M | 0.00% | −5,543−31.6% | Reduced |
| Jensen Investment Management Inc | 11,810 | $3.43M | 0.05% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 11,691 | $3.39M | 0.01% | −1,560−11.8% | Reduced |
| Birch Capital Management, LLC | 11,604 | $3.37M | 1.68% | +3,175+37.7% | Added |
| Rafferty Asset Management, LLC | 11,428 | $3.32M | 0.01% | −1,150−9.1% | Reduced |
| Toronto Dominion Bank | 11,235 | $3.26M | 0.01% | −7,066−38.6% | Reduced |
| American Century Companies Inc | 11,069 | $3.21M | 0.00% | −121−1.1% | Reduced |
| Magnetar Financial LLC | 10,694 | $3.10M | 0.03% | +10,694 | New |
| Arizona State Retirement System | 10,539 | $3.06M | 0.02% | −782−6.9% | Reduced |
| Bridgewater Associates, LP | 10,274 | $2.98M | 0.01% | +2,838+38.2% | Added |
| Czech National Bank | 9,877 | $2.87M | 0.02% | +274+2.9% | Added |
| JLB & Associates Inc | 9,630 | $2.79M | 0.38% | −1,053−9.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,347 | $2.78M | 0.03% | −455−4.2% | Reduced |
| Public Sector Pension Investment Board | 9,543 | $2.77M | 0.01% | +1,390+17.0% | Added |
| Strong Tower Advisory Services | 9,511 | $2.76M | 0.49% | +800+9.2% | Added |
| MetLife Investment Management | 9,096 | $2.64M | 0.01% | −403−4.2% | Reduced |
| Somerset Trust Co | 9,036 | $2.62M | 0.80% | +245+2.8% | Added |
| State of Tennessee, Treasury Department | 10,245 | $2.61M | 0.01% | −114−1.1% | Reduced |
| US Bancorp | 8,841 | $2.57M | 0.00% | +58+0.7% | Added |
| Comerica Bank | 8,813 | $2.56M | 0.01% | −3,121−26.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,712 | $2.53M | 0.01% | −9,446−52.0% | Reduced |
| AIMZ Investment Advisors, LLC | 8,675 | $2.52M | 0.72% | +8,675 | New |
| Nuance Investments, LLC | 8,596 | $2.49M | 0.27% | −944−9.9% | Reduced |
| Credit Agricole S A | 8,567 | $2.49M | 0.01% | +5,008+140.7% | Added |
| Ensign Peak Advisors, Inc | 8,522 | $2.47M | 0.00% | −6,239−42.3% | Reduced |
| Banco Santander, S.A. | 8,471 | $2.46M | 0.02% | −5,579−39.7% | Reduced |
| New York Life Investment Management LLC | 8,468 | $2.46M | 0.02% | +3,343+65.2% | Added |
| CIBC Asset Management Inc | 8,346 | $2.42M | 0.01% | −8,022−49.0% | Reduced |
| KLP Kapitalforvaltning AS | 8,280 | $2.40M | 0.01% | −4,620−35.8% | Reduced |
| Element Squared LLC | 8,189 | $2.38M | 1.29% | +8,189 | New |
| O'Shaughnessy Asset Management, LLC | 8,174 | $2.37M | 0.01% | −503−5.8% | Reduced |
| CIBC World Markets Inc. | 8,122 | $2.36M | 0.00% | +6,870+548.7% | Added |