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 |
|---|---|---|---|---|---|
| Retirement Systems of Alabama | 7,967 | $2.31M | 0.01% | −99−1.2% | Reduced |
| Eukles Asset Management | 7,923 | $2.30M | 0.89% | −145−1.8% | Reduced |
| Pictet Asset Management Holding SA | 7,918 | $2.30M | 0.00% | −37,070−82.4% | Reduced |
| Atria Investments LLC | 7,759 | $2.25M | 0.03% | −5,382−41.0% | Reduced |
| Gateway Investment Advisers LLC | 7,539 | $2.19M | 0.02% | −7,541−50.0% | Reduced |
| Qube Research & Technologies Ltd | 7,510 | $2.18M | 0.00% | −59,033−88.7% | Reduced |
| united american securities inc. (d/b/a uas asset management) | 7,500 | $2.18M | 0.46% | +7,500 | New |
| Regal Investment Advisors LLC | 7,481 | $2.17M | 0.13% | +7,481 | New |
| Parr McKnight Wealth Management Group, LLC | 7,452 | $2.16M | 0.28% | −3,655−32.9% | Reduced |
| Hendley & Co Inc | 7,450 | $2.16M | 0.77% | +7,450 | New |
| Linden Thomas Advisory Services, LLC | 7,339 | $2.13M | 0.22% | −497−6.3% | Reduced |
| Quantbot Technologies LP | 7,332 | $2.13M | 0.07% | +7,332 | New |
| Twin Tree Management, LP | 7,275 | $2.11M | 0.22% | +7,275 | New |
| Resona Asset Management Co.,Ltd. | 7,087 | $2.08M | 0.01% | −10,302−59.2% | Reduced |
| Entropy Technologies, LP | 7,133 | $2.07M | 0.11% | −1,776−19.9% | Reduced |
| Amalgamated Bank | 7,103 | $2.06M | 0.01% | −528−6.9% | Reduced |
| Brown Advisory Inc | 7,080 | $2.05M | 0.00% | −1,375−16.3% | Reduced |
| Coastal Bridge Advisors, LLC | 7,020 | $2.04M | 0.15% | −276−3.8% | Reduced |
| M&T Bank Corp | 6,966 | $2.02M | 0.01% | −2,130−23.4% | Reduced |
| Warren Averett Asset Management, LLC | 6,929 | $2.01M | 0.02% | +3,213+86.5% | Added |
| Aurora Investment Counsel | 6,867 | $1.99M | 1.05% | +6,867 | New |
| Ticino Wealth | 6,705 | $1.95M | 0.72% | +6,705 | New |
| Evoke Wealth, LLC | 6,673 | $1.94M | 0.04% | +568+9.3% | Added |
| Colony Group, LLC | 6,657 | $1.93M | 0.00% | +5,068+318.9% | Added |
| JustInvest LLC | 6,561 | $1.90M | 0.02% | +3,223+96.6% | Added |
| TD Asset Management Inc | 6,455 | $1.87M | 0.00% | −16,879−72.3% | Reduced |
| CI Private Wealth, LLC | 6,367 | $1.85M | 0.00% | +2,180+52.1% | Added |
| Nicholson Wealth Management Group, LLC | 6,325 | $1.84M | 1.08% | +1,859+41.6% | Added |
| New Age Alpha Advisors, LLC | 6,319 | $1.83M | 0.08% | +3,559+128.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 6,251 | $1.81M | 0.00% | −24,686−79.8% | Reduced |
| Utah Retirement Systems | 6,217 | $1.80M | 0.02% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 6,131 | $1.78M | 0.13% | −577−8.6% | Reduced |
| SummitTX Capital, L.P. | 6,061 | $1.76M | 0.05% | +2,100+53.0% | Added |
| Taylor Frigon Capital Management LLC | 6,022 | $1.75M | 0.88% | +2,577+74.8% | Added |
| UniSuper Management Pty Ltd | 6,013 | $1.74M | 0.01% | −496−7.6% | Reduced |
| Catalyst Funds Management Pty Ltd | 6,012 | $1.74M | 0.40% | +6,012 | New |
| Bright Rock Capital Management, LLC | 6,000 | $1.74M | 0.34% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 5,960 | $1.73M | 0.05% | +5,152+637.6% | Added |
| Steward Partners Investment Advisory, LLC | 5,927 | $1.72M | 0.01% | +99+1.7% | Added |
| Verition Fund Management LLC | 5,903 | $1.71M | 0.01% | +1,000+20.4% | Added |
| Palisade Asset Management, LLC | 5,870 | $1.70M | 0.17% | +2,615+80.3% | Added |
| Toroso Investments, LLC | 5,849 | $1.70M | 0.01% | −2,442−29.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 5,835 | $1.69M | 0.00% | −5,945−50.5% | Reduced |
| Cetera Investment Advisers | 5,818 | $1.69M | 0.00% | +254+4.6% | Added |
| Swiss Life Asset Management Ltd | 5,711 | $1.66M | 0.01% | −4,976−46.6% | Reduced |
| Woodline Partners LP | 5,700 | $1.65M | 0.01% | +703+14.1% | Added |
| Concurrent Investment Advisors, LLC | 5,683 | $1.65M | 0.02% | +348+6.5% | Added |
| Third View Private Wealth, LLC | 5,641 | $1.64M | 0.22% | +5,641 | New |
| Commonwealth Equity Services, LLC | 5,615 | $1.63M | 0.00% | −3,009−34.9% | Reduced |
| Core Alternative Capital | 5,592 | $1.62M | 0.45% | −2,334−29.4% | Reduced |
| Argo Wealth Advisory, LLC | 5,589 | $1.62M | 0.97% | +5,589 | New |
| Summit Trail Advisors, LLC | 5,562 | $1.61M | 0.03% | +344+6.6% | Added |
| Virginia Retirement Systems Et Al | 5,520 | $1.60M | 0.01% | +5,520 | New |
| Ameritas Investment Partners, Inc. | 5,392 | $1.56M | 0.05% | −144−2.6% | Reduced |
| Resources Investment Advisors, LLC. | 5,363 | $1.56M | 0.02% | +197+3.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 5,291 | $1.54M | 0.07% | −215−3.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 5,079 | $1.47M | 0.00% | −1,032,637−99.5% | Reduced |
| GWM Advisors LLC | 5,047 | $1.46M | 0.01% | −111−2.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,112 | $1.46M | 0.00% | +359+7.6% | Added |
| Callan Family Office, LLC | 4,935 | $1.43M | 0.03% | −3,316−40.2% | Reduced |
| Buckingham Strategic Partners | 4,919 | $1.43M | 0.02% | +4,919 | New |
| Marathon Trading Investment Management LLC | 4,911 | $1.43M | 0.17% | +4,911 | New |
| Alberta Investment Management Corp | 4,900 | $1.42M | 0.01% | −8,600−63.7% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 4,840 | $1.40M | 0.01% | +4,840 | New |
| ICW Investment Advisors LLC | 4,838 | $1.40M | 0.51% | −370−7.1% | Reduced |
| Wedbush Securities Inc | 4,609 | $1.34M | 0.04% | +1,141+32.9% | Added |
| Sterling Capital Management LLC | 4,571 | $1.33M | 0.02% | −128−2.7% | Reduced |
| Neuberger Berman Group LLC | 4,546 | $1.32M | 0.00% | +1,085+31.3% | Added |
| Lafayette Investments, Inc. | 4,475 | $1.30M | 0.25% | +1,235+38.1% | Added |
| Sanibel Captiva Trust Company, Inc. | 4,468 | $1.30M | 0.04% | −634−12.4% | Reduced |
| Prana Capital Management, LP | 4,401 | $1.28M | 0.05% | +1,531+53.3% | Added |
| Oregon Public Employees Retirement Fund | 4,304 | $1.25M | 0.02% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 4,246 | $1.23M | 0.19% | +4,246 | New |
| Commerce Bank | 4,207 | $1.22M | 0.01% | −7,142−62.9% | Reduced |
| D. E. Shaw & Co., Inc. | 4,202 | $1.22M | 0.00% | +3,356+396.7% | Added |
| Merit Financial Group, LLC | 4,197 | $1.22M | 0.01% | +2,296+120.8% | Added |
| Regions Financial Corp | 4,122 | $1.20M | 0.01% | −6,568−61.4% | Reduced |
| Evolve Private Wealth, LLC | 4,096 | $1.19M | 0.07% | +4,096 | New |
| Brevan Howard Capital Management LP | 4,078 | $1.18M | 0.02% | +4,078 | New |
| Cascades Capital Asset Management, LLC | 4,041 | $1.17M | 0.49% | −296−6.8% | Reduced |
| Mutual of America Capital Management LLC | 4,022 | $1.17M | 0.01% | −77−1.9% | Reduced |
| Aurora Investment Managers, LLC. | 3,928 | $1.14M | 0.65% | +35+0.9% | Added |
| CIBC World Markets Corp | 3,911 | $1.13M | 0.01% | +3,911 | New |
| Capital Insight Partners, LLC | 3,904 | $1.13M | 0.24% | −1,838−32.0% | Reduced |
| Holocene Advisors, LP | 3,875 | $1.12M | 0.00% | +3,875 | New |
| Guggenheim Capital LLC | 3,871 | $1.12M | 0.01% | +3,871 | New |
| Thrivent Financial for Lutherans | 3,872 | $1.12M | 0.00% | +989+34.3% | Added |
| Krilogy Financial LLC | 3,922 | $1.12M | 0.04% | +2,522+180.1% | Added |
| Bank of Nova Scotia | 3,838 | $1.11M | 0.00% | −817−17.6% | Reduced |
| Kensington Investment Counsel, LLC | 3,834 | $1.11M | 0.45% | −1,932−33.5% | Reduced |
| LMR Partners LLP | 3,781 | $1.10M | 0.01% | +3,781 | New |
| Sequoia Financial Advisors, LLC | 3,769 | $1.09M | 0.01% | +1,850+96.4% | Added |
| Illinois Municipal Retirement Fund | 3,763 | $1.09M | 0.01% | −1,786−32.2% | Reduced |
| Advisory Services Network, LLC | 3,755 | $1.09M | 0.02% | −2,181−36.7% | Reduced |
| Public Employees Retirement Association of Colorado | 3,750 | $1.09M | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,721 | $1.08M | 0.00% | +1,878+101.9% | Added |
| Stiles Financial Services Inc | 3,703 | $1.07M | 0.33% | −801−17.8% | Reduced |
| Azzad Asset Management Inc | 3,689 | $1.07M | 0.10% | −218−5.6% | Reduced |
| Journey Retirement Planning & Investment Management LLC | 3,648 | $1.06M | 0.22% | +3,648 | New |
| Xponance, Inc. | 3,637 | $1.06M | 0.01% | −2,835−43.8% | Reduced |