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 |
|---|---|---|---|---|---|
| Aquatic Capital Management LLC | 435 | $126.2K | 0.00% | +435 | New |
| Harel Insurance Investments & Financial Services Ltd. | 430 | $124.0K | 0.00% | −13−2.9% | Reduced |
| Estabrook Capital Management | 425 | $123.3K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 406 | $117.8K | 0.00% | +269+196.4% | Added |
| True Wealth Design, LLC | 398 | $115.5K | 0.03% | +398 | New |
| SJS Investment Consulting Inc. | 378 | $109.7K | 0.01% | +103+37.5% | Added |
| Huntington National Bank | 365 | $105.9K | 0.00% | −101−21.7% | Reduced |
| Caldwell Trust Co | 357 | $103.6K | 0.01% | 00.0% | Unchanged |
| Wexford Capital LP | 342 | $99.2K | 0.03% | +342 | New |
| Versant Capital Management, Inc | 321 | $93.2K | 0.01% | +9+2.9% | Added |
| Brown Brothers Harriman & Co | 311 | $90.2K | 0.00% | +289+1,313.6% | Added |
| Te Ahumairangi Investment Management Ltd | 290 | $84.2K | 0.02% | +290 | New |
| CVA Family Office, LLC | 288 | $83.6K | 0.01% | +173+150.4% | Added |
| CX Institutional | 282 | $82.0K | 0.00% | +257+1,028.0% | Added |
| Measured Wealth Private Client Group, LLC | 276 | $80.1K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 269 | $78.1K | 0.00% | +211+363.8% | Added |
| MCF Advisors LLC | 264 | $76.6K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 261 | $75.7K | 0.00% | +156+148.6% | Added |
| Compagnie Lombard Odier SCmA | 260 | $75.5K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 243 | $70.5K | 0.01% | +27+12.5% | Added |
| Evolution Wealth Management Inc. | 240 | $69.6K | 0.06% | +240 | New |
| Pinnacle Wealth Planning Services, Inc. | 237 | $68.8K | 0.01% | +237 | New |
| SRS Capital Advisors, Inc. | 229 | $66.5K | 0.00% | −2,479−91.5% | Reduced |
| SBI Securities Co., Ltd. | 228 | $66.2K | 0.00% | +1+0.4% | Added |
| Addison Advisors LLC | 225 | $65.3K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 220 | $63.8K | 0.00% | −37−14.4% | Reduced |
| Kempen Capital Management N.V. | 218 | $63.3K | 0.00% | −20,423−98.9% | Reduced |
| Wellington Grp LLC | 214 | $62.1K | 0.02% | +214 | New |
| JFS Wealth Advisors, LLC | 183 | $53.1K | 0.00% | −1−0.5% | Reduced |
| Clean Yield Group | 177 | $51.4K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 172 | $49.9K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 170 | $49.3K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 167 | $48.5K | 0.00% | +127+317.5% | Added |
| Group One Trading, L.P. | 166 | $48.2K | 0.00% | +166 | New |
| Los Angeles Capital Management LLC | 179 | $48.2K | 0.00% | +179 | New |
| Montag A & Associates Inc | 163 | $47.2K | 0.00% | +147+918.8% | Added |
| Federated Hermes, Inc. | 160 | $46.4K | 0.00% | −2−1.2% | Reduced |
| Rossby Financial, LCC | 156 | $45.3K | 0.01% | +4+2.6% | Added |
| Hilltop National Bank | 150 | $43.5K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 142 | $41.2K | 0.03% | −8−5.3% | Reduced |
| Lummis Asset Management, LP | 140 | $40.6K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 137 | $39.8K | 0.00% | −209−60.4% | Reduced |
| Atlantic Union Bankshares Corp | 129 | $37.4K | 0.00% | −33−20.4% | Reduced |
| Elyxium Wealth, LLC | 122 | $35.5K | 0.01% | +122 | New |
| Board of the Pension Protection Fund | 120 | $34.8K | 0.03% | +120 | New |
| Onefund, LLC | 111 | $32.2K | 0.02% | +9+8.8% | Added |
| Litman Gregory Asset Management LLC | 109 | $31.6K | 0.00% | +109 | New |
| Navalign, LLC | 109 | $31.6K | 0.01% | +109 | New |
| Trust Co | 108 | $31.3K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 106 | $30.8K | 0.00% | −451−81.0% | Reduced |
| Sentry Investment Management LLC | 104 | $30.0K | 0.02% | 00.0% | Unchanged |
| Field & Main Bank | 100 | $29.0K | 0.01% | +100 | New |
| Winnow Wealth LLC | 99 | $28.8K | 0.02% | +1+1.0% | Added |
| First Horizon Corp | 97 | $28.1K | 0.00% | +9+10.2% | Added |
| Generali Investments, Management Co LLC | 95 | $27.6K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 94 | $27.3K | 0.00% | +4+4.4% | Added |
| First Community Trust NA | 93 | $27.0K | 0.02% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 92 | $26.8K | 0.00% | −520−85.0% | Reduced |
| WPG Advisers, LLC | 92 | $26.7K | 0.02% | +40+76.9% | Added |
| Washington Trust Advisors, Inc. | 91 | $26.4K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 89 | $25.8K | 0.01% | +89 | New |
| Quent Capital, LLC | 84 | $24.4K | 0.00% | +6+7.7% | Added |
| DT Investment Partners, LLC | 80 | $23.2K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 80 | $23.2K | 0.00% | +80 | New |
| Central Trust Co | 78 | $22.6K | 0.00% | −25−24.3% | Reduced |
| Hartford Financial Management Inc. | 75 | $21.8K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 74 | $21.5K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 74 | $21.0K | 0.00% | +12+19.4% | Added |
| Private Trust Co NA | 72 | $20.9K | 0.00% | −85−54.1% | Reduced |
| Optiver Holding B.V. | 71 | $20.6K | 0.00% | +71 | New |
| Plante Moran Financial Advisors, LLC | 70 | $20.3K | 0.00% | 00.0% | Unchanged |
| PenderFund Capital Management Ltd. | 70 | $20.3K | 0.00% | +70 | New |
| Motco | 67 | $19.4K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 64 | $18.5K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 63 | $18.3K | 0.00% | −38−37.6% | Reduced |
| Ogorek Anthony Joseph | 65 | $18.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 62 | $18.0K | 0.01% | +9+17.0% | Added |
| Ancora Advisors, LLC | 60 | $17.4K | 0.00% | +59+5,900.0% | Added |
| Colonial Trust Co | 59 | $17.0K | 0.00% | +12+25.5% | Added |
| GW&K Investment Management, LLC | 57 | $17.0K | 0.00% | +16+39.0% | Added |
| Bayban | 58 | $16.8K | 0.01% | +58 | New |
| Bank of Jackson Hole Trust | 57 | $16.5K | 0.01% | −64−52.9% | Reduced |
| Clear Street Markets LLC | 56 | $16.3K | 0.00% | −9−13.8% | Reduced |
| South State Corp. | 56 | $16.3K | 0.00% | +11+24.4% | Added |
| Eurizon Capital SGR S.p.A. | 55 | $16.0K | 0.00% | +55 | New |
| MV Capital Management, Inc. | 54 | $15.7K | 0.00% | +38+237.5% | Added |
| DV Equities, LLC | 53 | $15.4K | 0.00% | +53 | New |
| Korea Investment CORP | 50 | $14.5K | 0.00% | −9,676−99.5% | Reduced |
| First United Bank Trust | 50 | $14.5K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 49 | $14.2K | 0.00% | +19+63.3% | Added |
| Smartleaf Asset Management LLC | 48 | $14.1K | 0.00% | −61−56.0% | Reduced |
| Cheviot Value Management, LLC | 51 | $13.8K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 47 | $13.6K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 46 | $13.3K | 0.00% | −7−13.2% | Reduced |
| Western Pacific Wealth Management, LP | 42 | $12.2K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 41 | $11.9K | 0.00% | +41 | New |
| Activest Wealth Management | 40 | $11.6K | 0.00% | +40 | New |
| Oakworth Capital, Inc. | 40 | $11.6K | 0.00% | +40 | New |
| Spire Wealth Management | 38 | $11.0K | 0.00% | −30−44.1% | Reduced |
| UMA Financial Services, Inc. | 36 | $10.4K | 0.00% | +31+620.0% | Added |