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 |
|---|---|---|---|---|---|
| BDFS Capital LLC | 1,697 | $492.4K | 0.25% | +1,697 | New |
| Cynosure Management, LLC | 1,673 | $485.5K | 0.05% | +1,673 | New |
| Advisory Alpha, LLC | 1,672 | $485.3K | 0.01% | +468+38.9% | Added |
| Rothschild Investment LLC | 1,666 | $483.5K | 0.03% | +1,661+33,220.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 1,662 | $482.2K | 0.00% | −713−30.0% | Reduced |
| Brinker Capital Investments, LLC | 1,654 | $480.0K | 0.00% | +1,654 | New |
| Walleye Capital LLC | 1,640 | $475.9K | 0.00% | +1,194+267.7% | Added |
| Alpha Family Trust | 1,640 | $475.9K | 0.22% | +1,640 | New |
| NewEdge Wealth, LLC | 1,638 | $475.3K | 0.01% | −3,893−70.4% | Reduced |
| Skopos Labs, Inc. | 1,605 | $470.8K | 0.02% | +1,605 | New |
| Davenport & Co LLC | 1,616 | $468.9K | 0.00% | −414−20.4% | Reduced |
| Macquarie Group Ltd | 1,606 | $466.0K | 0.00% | −1,038−39.3% | Reduced |
| Portside Wealth Group, LLC | 1,600 | $464.3K | 0.06% | −900−36.0% | Reduced |
| Chicago Partners Investment Group LLC | 1,615 | $463.0K | 0.01% | +1,615 | New |
| Oppenheimer Asset Management Inc. | 1,588 | $460.8K | 0.01% | +89+5.9% | Added |
| Cresset Asset Management, LLC | 1,584 | $459.7K | 0.00% | +631+66.2% | Added |
| EverSource Wealth Advisors, LLC | 1,579 | $458.2K | 0.02% | +1,421+899.4% | Added |
| AE Wealth Management LLC | 1,570 | $455.9K | 0.00% | +1,570 | New |
| Absher Wealth Management, LLC | 1,570 | $455.6K | 0.05% | +554+54.5% | Added |
| Stephens Inc | 1,568 | $455.1K | 0.01% | −4,723−75.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,547 | $448.9K | 0.02% | −147−8.7% | Reduced |
| Ballentine Partners, LLC | 1,547 | $448.9K | 0.01% | +534+52.7% | Added |
| Harrell Investment Partners, LLC | 1,542 | $447.3K | 0.11% | −159−9.3% | Reduced |
| MUFG Securities EMEA plc | 1,536 | $445.7K | 0.01% | +812+112.2% | Added |
| Miracle Mile Advisors, LLC | 1,510 | $438.2K | 0.01% | +365+31.9% | Added |
| Anchor Capital Advisors LLC | 1,500 | $435.3K | 0.01% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 1,491 | $432.7K | 0.01% | +1,491 | New |
| SlateStone Wealth, LLC | 1,485 | $431.0K | 0.04% | +20+1.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1,480 | $429.5K | 0.00% | −26,017−94.6% | Reduced |
| CIBC Private Wealth Group, LLC | 1,443 | $418.8K | 0.00% | +83+6.1% | Added |
| MAI Capital Management | 1,433 | $415.9K | 0.00% | −1,678−53.9% | Reduced |
| Graham Capital Management, L.P. | 1,412 | $409.7K | 0.01% | +26+1.9% | Added |
| Omers Administration Corp | 1,410 | $409.2K | 0.00% | −2,100−59.8% | Reduced |
| Aviva PLC | 1,407 | $408.3K | 0.00% | −28,389−95.3% | Reduced |
| Lido Advisors, LLC | 1,408 | $404.3K | 0.00% | +203+16.8% | Added |
| National Wealth Management Group, LLC | 1,388 | $402.8K | 0.14% | +1,388 | New |
| Institute for Wealth Management, LLC. | 1,380 | $400.5K | 0.04% | −948−40.7% | Reduced |
| Penobscot Investment Management Company, Inc. | 1,340 | $388.9K | 0.03% | −430−24.3% | Reduced |
| Panagora Asset Management Inc | 1,336 | $387.7K | 0.00% | −879−39.7% | Reduced |
| Vontobel Holding Ltd. | 1,331 | $386.2K | 0.00% | +224+20.2% | Added |
| Transcend Wealth Collective, LLC | 1,317 | $382.2K | 0.03% | +1,317 | New |
| North Dakota State Investment Board | 1,306 | $379.0K | 0.01% | +1,306 | New |
| Allworth Financial LP | 1,296 | $376.1K | 0.00% | +1,183+1,046.9% | Added |
| Tandem Investment Advisors, Inc. | 1,283 | $372.3K | 0.01% | −144,845−99.1% | Reduced |
| Waddell & Associates, LLC | 1,280 | $371.4K | 0.03% | +1,280 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1,279 | $371.2K | 0.07% | +1,140+820.1% | Added |
| Savant Capital, LLC | 1,277 | $370.7K | 0.00% | +414+48.0% | Added |
| Dividend Assets Capital, LLC | 1,270 | $368.5K | 0.07% | −15−1.2% | Reduced |
| Clearstead Advisors, LLC | 1,263 | $366.5K | 0.00% | +1,172+1,287.9% | Added |
| Alhambra Investment Partners LLC | 1,259 | $365.3K | 0.17% | +84+7.1% | Added |
| Capital Investment Services of America, Inc. | 1,250 | $362.7K | 0.03% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 1,245 | $361.4K | 0.04% | +43+3.6% | Added |
| V-Square Quantitative Management LLC | 1,244 | $361.0K | 0.04% | +1,244 | New |
| Andina Capital Management, LLC | 1,236 | $358.8K | 0.22% | +50+4.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,216 | $353.0K | 0.00% | −3,271−72.9% | Reduced |
| Laird Norton Trust Company, LLC | 1,215 | $352.6K | 0.01% | +1,215 | New |
| Parallel Advisors, LLC | 1,207 | $350.4K | 0.01% | +921+322.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 1,198 | $347.6K | 0.00% | −7−0.6% | Reduced |
| Moore Capital Management, LP | 1,189 | $345.0K | 0.01% | +1,189 | New |
| Amica Mutual Insurance Co | 1,186 | $344.0K | 0.03% | +549+86.2% | Added |
| Ofi Invest Asset Management | 1,185 | $343.9K | 0.00% | +1,185 | New |
| Private Advisor Group, LLC | 1,185 | $343.8K | 0.00% | −348−22.7% | Reduced |
| Caitlin John, LLC | 1,181 | $342.7K | 0.22% | +1,142+2,928.2% | Added |
| Vident Advisory, LLC | 1,178 | $341.9K | 0.00% | +11+0.9% | Added |
| Vise Technologies, Inc. | 1,178 | $341.8K | 0.01% | +1,178 | New |
| Summit Financial, LLC | 1,175 | $341.1K | 0.01% | −125−9.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 1,172 | $340.2K | 0.08% | +18+1.6% | Added |
| Nomura Holdings Inc | 1,171 | $339.8K | 0.00% | −30,742−96.3% | Reduced |
| Whittier Trust Co | 1,155 | $338.2K | 0.00% | −2,444−67.9% | Reduced |
| Applied Finance Capital Management, LLC | 1,155 | $335.2K | 0.02% | +180+18.5% | Added |
| DRW Securities, LLC | 1,151 | $334.0K | 0.03% | −1,825−61.3% | Reduced |
| Pinnacle Associates Ltd | 1,150 | $333.7K | 0.00% | +1,150 | New |
| Larson Financial Group LLC | 1,149 | $333.5K | 0.01% | +310+36.9% | Added |
| NEOS Investment Management LLC | 1,143 | $331.7K | 0.00% | +53+4.9% | Added |
| Greenleaf Trust | 1,134 | $329.1K | 0.00% | −2,692−70.4% | Reduced |
| Legacy Financial Advisors, Inc. | 1,131 | $328.3K | 0.05% | +330+41.2% | Added |
| Nilsine Partners, LLC | 1,123 | $325.9K | 0.03% | +19+1.7% | Added |
| South Dakota Investment Council | 1,120 | $325.0K | 0.01% | +170+17.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,118 | $324.4K | 0.01% | +9+0.8% | Added |
| Fort Washington Investment Advisors Inc | 1,117 | $324.1K | 0.00% | +46+4.3% | Added |
| Vestmark Advisory Solutions, Inc. | 1,110 | $322.1K | 0.00% | −3,313−74.9% | Reduced |
| IFP Advisors, Inc | 1,105 | $320.7K | 0.01% | +425+62.5% | Added |
| Kestra Advisory Services, LLC | 1,103 | $320.2K | 0.00% | +1,103 | New |
| Daymark Wealth Partners, LLC | 1,082 | $313.9K | 0.01% | +165+18.0% | Added |
| Evergreen Capital Management LLC | 1,071 | $310.8K | 0.01% | +365+51.7% | Added |
| Cerro Pacific Wealth Advisors LLC | 1,071 | $310.7K | 0.08% | −334−23.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1,069 | $310.2K | 0.00% | −3,854−78.3% | Reduced |
| Horizon Investments, LLC | 1,069 | $310.2K | 0.00% | +12+1.1% | Added |
| Ninety One SA (PTY) Ltd | 1,068 | $309.9K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,068 | $309.9K | 0.00% | +673+170.4% | Added |
| Ashton Thomas Securities, LLC | 1,061 | $308.3K | 0.06% | +58+5.8% | Added |
| Storebrand Asset Management AS | 1,048 | $304.1K | 0.00% | −7,487−87.7% | Reduced |
| Midway Capital Research & Management | 1,047 | $303.8K | 0.30% | +1,047 | New |
| Winthrop Capital Management, LLC | 1,043 | $303.0K | 0.07% | +1,043 | New |
| Farther Finance Advisors, LLC | 1,037 | $300.9K | 0.00% | +475+84.5% | Added |
| KFG Wealth Management, LLC | 1,032 | $299.6K | 0.04% | −193−15.8% | Reduced |
| LMCG Investments, LLC | 1,032 | $299.5K | 0.02% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 1,021 | $296.3K | 0.01% | −767−42.9% | Reduced |
| CSS LLC | 1,020 | $296.0K | 0.02% | +1,020 | New |
| DnB Asset Management AS | 1,015 | $294.5K | 0.00% | −5,880−85.3% | Reduced |