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 |
|---|---|---|---|---|---|
| Birch Hill Investment Advisors LLC | 1,012 | $293.7K | 0.01% | 00.0% | Unchanged |
| QSV Equity Investors LLC | 1,011 | $293.4K | 0.43% | +131+14.9% | Added |
| MUFG Securities Americas Inc. | 1,009 | $292.8K | 0.02% | −11−1.1% | Reduced |
| Numerai GP LLC | 1,007 | $292.2K | 0.04% | −773−43.4% | Reduced |
| Stratos Wealth Partners, LTD. | 998 | $289.7K | 0.00% | −66−6.2% | Reduced |
| Dakota Wealth Management | 994 | $288.4K | 0.01% | +994 | New |
| Profit Investment Management, LLC | 992 | $287.9K | 1.16% | −588−37.2% | Reduced |
| Quantum Private Wealth, LLC | 983 | $285.3K | 0.08% | −219−18.2% | Reduced |
| Silver Lake Advisory, LLC | 981 | $284.8K | 0.11% | 00.0% | Unchanged |
| Verity & Verity, LLC | 974 | $282.6K | 0.02% | −228−19.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 973 | $282.3K | 0.10% | +480+97.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 971 | $281.8K | 0.00% | −19,937−95.4% | Reduced |
| Kestra Private Wealth Services, LLC | 968 | $281.0K | 0.00% | −1,323−57.7% | Reduced |
| Snowden Capital Advisors LLC | 966 | $280.3K | 0.01% | −357−27.0% | Reduced |
| Caxton Associates LLP | 962 | $279.2K | 0.01% | +97+11.2% | Added |
| Fiduciary Trust Co | 961 | $278.9K | 0.00% | +961 | New |
| Empirical Finance, LLC | 960 | $278.6K | 0.01% | −35−3.5% | Reduced |
| Marex Group plc | 955 | $277.1K | 0.00% | +955 | New |
| Wincap Financial LLC | 953 | $276.6K | 0.19% | +953 | New |
| First Financial Bank - Trust Division | 943 | $273.6K | 0.02% | −10−1.0% | Reduced |
| West Bancorporation Inc | 932 | $270.5K | 0.14% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 926 | $268.9K | 0.00% | −125−11.9% | Reduced |
| Stock Yards Bank & Trust Co | 922 | $267.6K | 0.01% | 00.0% | Unchanged |
| Camden Capital, LLC | 914 | $265.5K | 0.02% | −24−2.6% | Reduced |
| Parcion Private Wealth LLC | 904 | $262.3K | 0.02% | +904 | New |
| STRS Ohio | 897 | $260.3K | 0.00% | −11−1.2% | Reduced |
| Kera Capital Partners, Inc. | 1,023 | $260.2K | 0.03% | +1,023 | New |
| Malaga Cove Capital, LLC | 894 | $259.4K | 0.09% | +894 | New |
| HM Payson & Co | 891 | $258.6K | 0.00% | −75−7.8% | Reduced |
| Belpointe Asset Management LLC | 887 | $257.6K | 0.01% | +34+4.0% | Added |
| 111 Capital | 887 | $257.4K | 0.06% | −32−3.5% | Reduced |
| Icon Wealth Advisors, LLC | 886 | $257.2K | 0.02% | +57+6.9% | Added |
| Aptus Capital Advisors, LLC | 880 | $255.4K | 0.00% | +880 | New |
| Wedmont Private Capital | 858 | $251.4K | 0.01% | +858 | New |
| Beacon Investment Advisory Services, Inc. | 864 | $250.7K | 0.01% | 00.0% | Unchanged |
| Keeler Thomas Management LLC | 862 | $250.0K | 0.12% | −1,939−69.2% | Reduced |
| Natural Investments, LLC | 863 | $250.0K | 0.06% | +15+1.8% | Added |
| National Philanthropic Trust | 857 | $248.7K | 0.00% | −83−8.8% | Reduced |
| QRG Capital Management, Inc. | 855 | $248.2K | 0.00% | −48−5.3% | Reduced |
| Gen-Wealth Partners Inc | 853 | $247.5K | 0.08% | −2,603−75.3% | Reduced |
| Alliance Wealth Advisors, LLC | 846 | $245.5K | 0.05% | −607−41.8% | Reduced |
| Hurlow Wealth Management Group, Inc. | 827 | $240.0K | 0.06% | −123−12.9% | Reduced |
| EP Wealth Advisors, LLC | 824 | $239.1K | 0.00% | +824 | New |
| Canada Post Corp Registered Pension Plan | 820 | $238.0K | 0.01% | +200+32.3% | Added |
| Valeo Financial Advisors, LLC | 812 | $235.6K | 0.01% | +812 | New |
| GTS Securities LLC | 811 | $235.3K | 0.01% | +811 | New |
| HighPoint Advisor Group LLC | 810 | $235.2K | 0.01% | −119−12.8% | Reduced |
| Patton Fund Management, Inc. | 808 | $234.5K | 0.03% | +808 | New |
| Metis Global Partners, LLC | 801 | $232.4K | 0.01% | −2,392−74.9% | Reduced |
| Sentinus, LLC | 797 | $231.3K | 0.02% | +797 | New |
| Outlook Wealth Advisors, LLC | 791 | $229.5K | 0.05% | +11+1.4% | Added |
| Clear Harbor Asset Management, LLC | 790 | $229.3K | 0.02% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 788 | $228.7K | 0.06% | −114−12.6% | Reduced |
| Crossmark Global Holdings, Inc. | 788 | $228.7K | 0.00% | −854−52.0% | Reduced |
| Mattern Wealth Management LLC | 788 | $228.6K | 0.04% | −189−19.3% | Reduced |
| Revisor Wealth Management LLC | 784 | $226.5K | 0.06% | −8−1.0% | Reduced |
| Burney Co | 776 | $225.2K | 0.01% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 775 | $224.9K | 0.01% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 768 | $222.8K | 0.01% | −9−1.2% | Reduced |
| Angeles Wealth Management, LLC | 756 | $219.4K | 0.01% | +756 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 750 | $217.6K | 0.01% | +750 | New |
| Net Worth Advisory Group | 747 | $216.9K | 0.04% | −19−2.5% | Reduced |
| Keybank National Association | 747 | $216.8K | 0.00% | +747 | New |
| Danske Bank A/S | 740 | $214.7K | 0.00% | −21,120−96.6% | Reduced |
| Provident Investment Management, Inc. | 739 | $214.4K | 0.02% | −250−25.3% | Reduced |
| Mirabella Financial Services LLP | 738 | $214.2K | 0.02% | +738 | New |
| Tiaa Trust, National Association | 737 | $213.9K | 0.00% | +737 | New |
| Bryn Mawr Trust Co | 730 | $211.8K | 0.00% | +80+12.3% | Added |
| Marathon Capital Management | 730 | $211.8K | 0.05% | +730 | New |
| Apella Capital, LLC | 729 | $211.6K | 0.00% | +729 | New |
| ING Groep NV | 729 | $211.5K | 0.00% | +729 | New |
| Whittier Trust Co of Nevada Inc | 714 | $209.1K | 0.00% | −348−32.8% | Reduced |
| Citizens Financial Group Inc | 719 | $208.6K | 0.00% | +719 | New |
| Prime Capital Investment Advisors, LLC | 717 | $208.1K | 0.00% | −1,542−68.3% | Reduced |
| Diversified Enterprises, LLC | 714 | $207.3K | 0.01% | +15+2.1% | Added |
| Ascent Group, LLC | 714 | $207.2K | 0.01% | +714 | New |
| Pinnacle Financial Partners, Inc. | 707 | $205.2K | 0.00% | +707 | New |
| Prelude Capital Management, LLC | 706 | $204.9K | 0.02% | +706 | New |
| Parsons Capital Management Inc | 700 | $203.1K | 0.01% | 00.0% | Unchanged |
| Integrated Quantitative Investments LLC | 700 | $203.1K | 0.04% | +700 | New |
| Harbor Investment Advisory, LLC | 699 | $202.8K | 0.02% | −169−19.5% | Reduced |
| Brady Family Wealth, LLC | 696 | $202.0K | 0.06% | −10−1.4% | Reduced |
| Sovran Advisors, LLC | 694 | $201.0K | 0.02% | +694 | New |
| ORG Wealth Partners, LLC | 659 | $191.2K | 0.04% | +358+118.9% | Added |
| Bullock Wealth Management Group | 642 | $186.4K | 0.09% | +1+0.2% | Added |
| Exchange Traded Concepts, LLC | 641 | $186.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 641 | $186.0K | 0.01% | +142+28.5% | Added |
| Natixis | 632 | $183.4K | 0.00% | −5,419−89.6% | Reduced |
| Grove Bank & Trust | 625 | $181.4K | 0.02% | +625 | New |
| Tema ETFs LLC | 619 | $179.6K | 0.01% | +619 | New |
| Basecamp Wealth Advisors LLC | 616 | $178.8K | 0.04% | +616 | New |
| CoreCap Advisors, LLC | 602 | $174.7K | 0.01% | −320−34.7% | Reduced |
| AdvisorNet Financial, Inc | 580 | $168.3K | 0.01% | +12+2.1% | Added |
| Rowland & Co Investment Counsel | 545 | $158.2K | 0.03% | −125−18.7% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 538 | $156.1K | 0.25% | +538 | New |
| Hantz Financial Services, Inc. | 525 | $152.0K | 0.00% | +118+29.0% | Added |
| Pension & Wealth Management Advisors, Inc. | 509 | $147.7K | 0.04% | +509 | New |
| Global Retirement Partners, LLC | 497 | $144.3K | 0.00% | +78+18.6% | Added |
| Covestor Ltd | 461 | $134.0K | 0.07% | +349+311.6% | Added |
| Delta Asset Management LLC | 450 | $130.6K | 0.01% | 00.0% | Unchanged |