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 |
|---|---|---|---|---|---|
| Tudor Investment Corp Et Al | 3,576 | $1.04M | 0.01% | −59,160−94.3% | Reduced |
| Qsemble Capital Management, LP | 3,560 | $1.03M | 0.09% | +798+28.9% | Added |
| Sepio Capital, LP | 3,552 | $1.03M | 0.06% | −630−15.1% | Reduced |
| Integrated Investment Consultants, LLC | 3,548 | $1.03M | 0.20% | +896+33.8% | Added |
| Engineers Gate Manager LP | 3,540 | $1.03M | 0.01% | −4,665−56.9% | Reduced |
| Global X Japan Co., Ltd. | 3,501 | $1.02M | 0.08% | +1,709+95.4% | Added |
| Pacer Advisors, Inc. | 3,486 | $1.01M | 0.00% | +391+12.6% | Added |
| Teacher Retirement System of Texas | 3,464 | $1.01M | 0.00% | −1,489−30.1% | Reduced |
| Diversified Trust Co | 3,431 | $995.6K | 0.02% | +1,265+58.4% | Added |
| Rakuten Investment Management, Inc. | 3,341 | $980.3K | 0.00% | −10,737−76.3% | Reduced |
| Mackenzie Financial Corp | 3,334 | $969.6K | 0.00% | −1,165−25.9% | Reduced |
| Pacific Point Advisors, LLC | 3,311 | $960.8K | 0.51% | +57+1.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,227 | $939.7K | 0.01% | −385−10.7% | Reduced |
| KBC Group NV | 3,215 | $933.0K | 0.00% | −1,762−35.4% | Reduced |
| Blair William & Co | 3,210 | $931.4K | 0.00% | +1,086+51.1% | Added |
| JGP Wealth Management, LLC | 3,136 | $910.0K | 0.09% | −11,828−79.0% | Reduced |
| Bessemer Group Inc | 3,105 | $901.0K | 0.00% | +2,736+741.5% | Added |
| Sivia Capital Partners, LLC | 3,064 | $889.1K | 0.18% | +3,064 | New |
| Morningstar Investment Management LLC | 3,065 | $889.0K | 0.05% | −2−0.1% | Reduced |
| Integrated Wealth Concepts LLC | 3,035 | $880.7K | 0.01% | +1,300+74.9% | Added |
| Eads & Heald Wealth Management | 3,022 | $877.0K | 0.42% | −242−7.4% | Reduced |
| Glenmede Trust Co NA | 3,008 | $872.9K | 0.00% | +3,008 | New |
| GoalVest Advisory LLC | 3,000 | $870.6K | 0.17% | +2,991+33,233.3% | Added |
| MML Investors Services, LLC | 2,999 | $870.4K | 0.00% | +487+19.4% | Added |
| Ethic Inc. | 2,993 | $868.6K | 0.01% | +1,266+73.3% | Added |
| Oxford Asset Management LLP | 2,987 | $866.8K | 0.31% | +1,036+53.1% | Added |
| Intech Investment Management LLC | 2,986 | $866.5K | 0.01% | −12,332−80.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,966 | $860.7K | 0.00% | −6,837−69.7% | Reduced |
| Spinnaker Trust | 2,922 | $847.9K | 0.05% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,912 | $844.8K | 0.04% | +191+7.0% | Added |
| Teachers Retirement System of the State of Kentucky | 2,892 | $839.0K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 2,885 | $837.2K | 0.02% | +2+0.1% | Added |
| Daiwa Securities Group Inc. | 2,879 | $835.0K | 0.00% | −4,209−59.4% | Reduced |
| Essential Partners LLC | 2,845 | $825.6K | 0.25% | +2,838+40,542.9% | Added |
| United Capital Financial Advisers, LLC | 2,828 | $820.7K | 0.00% | +1,219+75.8% | Added |
| Tobam | 2,823 | $819.0K | 0.20% | +2,823 | New |
| Northwestern Mutual Wealth Management Co | 2,804 | $813.7K | 0.00% | −316−10.1% | Reduced |
| Pilgrim Partners Asia Pte Ltd | 2,800 | $812.5K | 0.39% | +2,620+1,455.6% | Added |
| Kesler, Norman & Wride, LLC | 2,712 | $786.9K | 0.13% | −482−15.1% | Reduced |
| HB Wealth Management, LLC | 2,697 | $782.6K | 0.01% | +1,838+214.0% | Added |
| Logan Capital Management Inc | 2,694 | $781.8K | 0.03% | −49−1.8% | Reduced |
| Radnor Capital Management, LLC | 2,625 | $761.7K | 0.11% | +215+8.9% | Added |
| Mizuho Securities USA LLC | 2,727 | $756.1K | 0.01% | −27−1.0% | Reduced |
| Benjamin Edwards Inc | 2,593 | $752.4K | 0.01% | +242+10.3% | Added |
| Knollwood Investment Advisory, LLC | 2,550 | $740.0K | 0.07% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 2,530 | $734.0K | 0.06% | +296+13.2% | Added |
| Mission Wealth Management, LP | 2,526 | $733.0K | 0.01% | −44−1.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 2,514 | $729.6K | 0.02% | −163−6.1% | Reduced |
| D.B. Root & Company, LLC | 2,505 | $726.9K | 0.18% | −43−1.7% | Reduced |
| Henshaw Capital LLC | 2,504 | $726.7K | 0.03% | +9+0.4% | Added |
| Amiral Gestion | 2,500 | $725.5K | 0.27% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 2,433 | $706.0K | 0.18% | +1,656+213.1% | Added |
| Jones Financial Companies LLLP | 2,413 | $700.3K | 0.00% | +41+1.7% | Added |
| Connable Office Inc | 2,390 | $693.6K | 0.06% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 2,292 | $665.0K | 0.01% | −41−1.8% | Reduced |
| FourThought Financial Partners, LLC | 2,260 | $655.9K | 0.06% | +358+18.8% | Added |
| Fieldview Capital Management, LLC | 2,259 | $655.5K | 0.11% | +2,259 | New |
| Manchester Capital Management LLC | 2,248 | $652.3K | 0.09% | +249+12.5% | Added |
| Drucker Wealth 3.0, LLC | 2,239 | $649.7K | 0.11% | +2,239 | New |
| Mitchell & Pahl Private Wealth, LLC | 2,231 | $647.4K | 0.27% | +76+3.5% | Added |
| Wealthfront Advisers LLC | 2,231 | $647.4K | 0.00% | −4,365−66.2% | Reduced |
| Sage Private Wealth Group, LLC | 2,220 | $644.2K | 0.35% | +98+4.6% | Added |
| Pallas Capital Advisors LLC | 2,204 | $639.6K | 0.02% | +2,204 | New |
| Trail Ridge Investment Advisors, LLC | 2,200 | $638.4K | 0.27% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 2,188 | $634.9K | 0.01% | +2,188 | New |
| Hartford Investment Management Co | 2,182 | $633.2K | 0.02% | −34−1.5% | Reduced |
| Tower Research Capital LLC (TRC) | 2,175 | $631.2K | 0.02% | +1,132+108.5% | Added |
| Prospera Financial Services Inc | 2,146 | $624.1K | 0.01% | −349−14.0% | Reduced |
| Empirical Asset Management, LLC | 2,110 | $612.4K | 0.17% | +2,110 | New |
| Seelaus Asset Management LLC | 2,010 | $583.3K | 0.46% | +2,010 | New |
| Investment Management Corp of Ontario | 2,009 | $583.0K | 0.01% | −1,816−47.5% | Reduced |
| Coldstream Capital Management Inc | 2,003 | $581.3K | 0.01% | +887+79.5% | Added |
| Norinchukin Bank, The | 1,996 | $579.2K | 0.01% | +43+2.2% | Added |
| GAMMA Investing LLC | 1,996 | $579.2K | 0.03% | +1,380+224.0% | Added |
| denkapparat Operations GmbH | 1,990 | $577.5K | 0.31% | +842+73.3% | Added |
| Milestone Asset Management Group, LLC | 1,980 | $574.6K | 0.32% | +59+3.1% | Added |
| Caerus Investment Advisors, LLC | 1,973 | $572.5K | 0.19% | +1,973 | New |
| Total Wealth Planning & Management, Inc. | 1,959 | $568.5K | 0.45% | +1,959 | New |
| Argent Capital Management LLC | 1,955 | $567.3K | 0.02% | 00.0% | Unchanged |
| Quest Partners LLC | 1,951 | $566.2K | 0.03% | −1,260−39.2% | Reduced |
| Guardian Wealth Advisors, LLC | 1,951 | $566.2K | 0.32% | +147+8.1% | Added |
| Kinneret Advisory, LLC | 1,947 | $565.0K | 0.05% | −54−2.7% | Reduced |
| Allstate Corp | 1,922 | $557.7K | 0.01% | +581+43.3% | Added |
| Valmark Advisers, Inc. | 1,907 | $553.4K | 0.01% | −43−2.2% | Reduced |
| SkyView Investment Advisors, LLC | 1,907 | $553.0K | 0.07% | +46+2.5% | Added |
| Louisiana State Employees Retirement System | 1,900 | $551.4K | 0.01% | −100−5.0% | Reduced |
| Dean Investment Associates, LLC | 1,879 | $545.3K | 0.08% | −952−33.6% | Reduced |
| Maryland State Retirement & Pension System | 1,873 | $543.5K | 0.01% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 1,843 | $540.8K | 0.00% | −14,031−88.4% | Reduced |
| Scientech Research LLC | 1,858 | $539.2K | 0.34% | +1,858 | New |
| Apollon Wealth Management, LLC | 1,843 | $534.9K | 0.01% | +969+110.9% | Added |
| Chicago Capital, LLC | 1,791 | $519.7K | 0.01% | +770+75.4% | Added |
| ISAM Funds (UK) Ltd | 1,775 | $515.1K | 0.19% | +1,234+228.1% | Added |
| Perigon Wealth Management, LLC | 1,774 | $514.8K | 0.01% | +1,774 | New |
| Independent Advisor Alliance | 1,774 | $514.7K | 0.01% | +492+38.4% | Added |
| NorthCrest Asset Manangement, LLC | 1,781 | $510.0K | 0.01% | +1,781 | New |
| Mutual Advisors, LLC | 1,742 | $505.4K | 0.01% | −88−4.8% | Reduced |
| Ci Investments Inc. | 1,740 | $504.9K | 0.00% | +890+104.7% | Added |
| Ahara Advisors LLC | 1,710 | $496.1K | 0.45% | +1,710 | New |
| New Mexico Educational Retirement Board | 1,700 | $493.0K | 0.01% | 00.0% | Unchanged |