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, Q1 2026
Institutional positions in Factset Research Systems Inc as of Mar 31, 2026. 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
- 726
- −60 vs. Q4 2025
- Shares held
- 37.8M
- +6.40M (+20.4%) vs. Q4 2025
- Total value
- $8.21B
- −$907.7M (−10.0%) vs. Q4 2025
- New holders
- 105
- 270 more added
- Sold out
- 165
- 256 more reduced
12 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Factset Research Systems Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bamco Inc | 3,756,587 | $815.1M | 2.46% | +867,742+30.0% | Added |
| BlackRock, Inc. | 2,825,823 | $613.2M | 0.01% | −206,061−6.8% | Reduced |
| Vanguard Capital Management LLC | 2,408,636 | $522.6M | 0.01% | +2,408,636 | New |
| State Street Corp | 1,898,401 | $411.9M | 0.01% | −2,493−0.1% | Reduced |
| Vanguard Portfolio Management LLC | 1,806,692 | $392.0M | 0.02% | +1,806,692 | New |
| Loomis Sayles & Co L P | 1,478,028 | $320.7M | 0.43% | −17,132−1.1% | Reduced |
| Ninety One UK Ltd | 1,194,996 | $259.3M | 0.60% | +200.0% | Added |
| Geode Capital Management, LLC | 1,142,335 | $247.5M | 0.02% | +83,901+7.9% | Added |
| Invesco Ltd. | 1,071,663 | $232.5M | 0.02% | +355,177+49.6% | Added |
| Morgan Stanley | 1,050,320 | $227.9M | 0.01% | −70,420−6.3% | Reduced |
| Bank of America Corp | 842,715 | $182.9M | 0.01% | +212,022+33.6% | Added |
| Marshall Wace, LLP | 790,829 | $171.6M | 0.18% | +209,420+36.0% | Added |
| Wells Fargo & Company | 693,231 | $150.4M | 0.03% | −499,641−41.9% | Reduced |
| ProShare Advisors LLC | 596,002 | $129.3M | 0.19% | +36,502+6.5% | Added |
| Bank of Montreal | 567,466 | $123.1M | 0.05% | −30,257−5.1% | Reduced |
| Goldman Sachs Group Inc | 542,823 | $117.8M | 0.02% | +87,343+19.2% | Added |
| Charles Schwab Investment Management Inc | 473,130 | $102.7M | 0.02% | +48,775+11.5% | Added |
| StonePine Asset Management Inc. | 387,784 | $84.1M | 0.59% | −25,080−6.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 377,926 | $82.0M | 0.04% | +208,824+123.5% | Added |
| UBS Group AG | 363,815 | $78.9M | 0.01% | +173,160+90.8% | Added |
| Dimensional Fund Advisors LP | 362,642 | $78.7M | 0.02% | −1,957−0.5% | Reduced |
| Northern Trust Corp | 347,168 | $75.3M | 0.01% | +24,760+7.7% | Added |
| Two Sigma Investments, LP | 344,889 | $74.8M | 0.06% | +104,611+43.5% | Added |
| Shapiro Capital Management LLC | 330,541 | $71.7M | 4.48% | +92,674+39.0% | Added |
| AQR Capital Management LLC | 307,542 | $66.7M | 0.03% | −397,520−56.4% | Reduced |
| Bank of New York Mellon Corp | 294,091 | $63.8M | 0.01% | −24,128−7.6% | Reduced |
| Equity Investment Corp | 287,617 | $62.4M | 1.22% | +287,617 | New |
| Gotham Asset Management, LLC | 273,279 | $59.3M | 0.18% | +109,797+67.2% | Added |
| Fiera Capital Corp | 266,521 | $57.8M | 0.20% | −5,004−1.8% | Reduced |
| Citadel Advisors LLC | 258,995 | $56.2M | 0.04% | −609,471−70.2% | Reduced |
| Boston Trust Walden Corp | 255,804 | $55.5M | 0.46% | −24,455−8.7% | Reduced |
| State of Michigan Retirement System | 244,523 | $53.1M | 0.28% | +205,288+523.2% | Added |
| Heron Bay Capital Management | 229,302 | $49.8M | 4.59% | +150,387+190.6% | Added |
| Regents of the University of California | 226,375 | $49.1M | 1.63% | +122,611+118.2% | Added |
| Yacktman Asset Management LP | 225,874 | $49.0M | 0.65% | +225,874 | New |
| Ariel Investments, LLC | 225,047 | $48.8M | 0.55% | +99,608+79.4% | Added |
| Vanguard Fiduciary Trust Co | 209,520 | $45.5M | 0.01% | +209,520 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 204,596 | $44.4M | 0.10% | +41,409+25.4% | Added |
| Deutsche Bank AG | 197,314 | $42.8M | 0.01% | +50,765+34.6% | Added |
| Royal Bank of Canada | 190,015 | $41.2M | 0.01% | +78,982+71.1% | Added |
| McDonald Capital Investors Inc | 188,141 | $40.8M | 2.79% | +2,397+1.3% | Added |
| Ranmore Fund Management Ltd | 185,991 | $40.4M | 5.33% | +185,991 | New |
| CBOE Vest Financial, LLC | 182,256 | $39.5M | 0.48% | +12,109+7.1% | Added |
| Voloridge Investment Management, LLC | 159,347 | $34.6M | 0.14% | +86,233+117.9% | Added |
| Royal London Asset Management Ltd | 153,964 | $33.4M | 0.07% | −5,376−3.4% | Reduced |
| Everett Harris & Co | 152,737 | $33.1M | 0.43% | +7,353+5.1% | Added |
| Raymond James Financial Inc | 152,029 | $33.0M | 0.01% | +28,218+22.8% | Added |
| HRT Financial LP | 146,652 | $31.8M | 0.08% | +88,577+152.5% | Added |
| UBS Asset Management Americas Inc | 137,688 | $29.9M | 0.01% | +360.0% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 135,376 | $29.4M | 0.25% | +13,503+11.1% | Added |
| Los Angeles Capital Management LLC | 135,250 | $29.3M | 0.12% | +135,071+75,458.7% | Added |
| Nomura Asset Management Co Ltd | 135,083 | $29.3M | 0.08% | +8,672+6.9% | Added |
| Nuveen, LLC | 131,105 | $28.4M | 0.01% | +21,001+19.1% | Added |
| Barclays PLC | 129,150 | $28.0M | 0.01% | −23,103−15.2% | Reduced |
| HighTower Advisors, LLC | 118,815 | $25.8M | 0.03% | +96,865+441.3% | Added |
| JPMorgan Chase & Co | 123,052 | $25.2M | 0.00% | −10,491−7.9% | Reduced |
| FMR LLC | 110,923 | $24.1M | 0.00% | +38,079+52.3% | Added |
| Amundi | 93,216 | $20.2M | 0.01% | −2,641−2.8% | Reduced |
| Envestnet Asset Management Inc | 91,292 | $19.8M | 0.01% | +31,832+53.5% | Added |
| HSBC Holdings PLC | 89,781 | $19.3M | 0.01% | +20,996+30.5% | Added |
| Ninety One North America, Inc. | 87,903 | $19.1M | 0.86% | +1,724+2.0% | Added |
| Man Group plc | 87,147 | $18.9M | 0.04% | +43,357+99.0% | Added |
| Rhumbline Advisers | 86,227 | $18.7M | 0.02% | +5,833+7.3% | Added |
| BNP Paribas Arbitrage, SA | 84,545 | $18.3M | 0.01% | +7,164+9.3% | Added |
| Natixis Advisors, L.P. | 81,639 | $17.7M | 0.02% | −50.0% | Reduced |
| Vanguard Global Advisers, LLC | 78,946 | $17.1M | 0.01% | +78,946 | New |
| Legal & General Group Plc | 77,426 | $16.8M | 0.00% | −87,960−53.2% | Reduced |
| GW&K Investment Management, LLC | 74,842 | $16.2M | 0.14% | +74,785+131,201.8% | Added |
| SEI Investments Co | 73,999 | $16.1M | 0.01% | −2,400−3.1% | Reduced |
| California Public Employees Retirement System | 73,610 | $16.0M | 0.01% | −10,795−12.8% | Reduced |
| Swiss National Bank | 73,360 | $15.9M | 0.01% | −1,160−1.6% | Reduced |
| Distillate Capital Partners LLC | 72,849 | $15.8M | 0.83% | +22,569+44.9% | Added |
| SG Americas Securities, LLC | 70,920 | $15.4M | 0.02% | +50,092+240.5% | Added |
| Quantinno Capital Management LP | 66,953 | $14.5M | 0.02% | +31,060+86.5% | Added |
| Ameriprise Financial Inc | 66,943 | $14.5M | 0.00% | +11,823+21.4% | Added |
| Sone Capital Management, LLC | 66,652 | $14.5M | 1.21% | −24,088−26.5% | Reduced |
| Royce & Associates LP | 65,139 | $14.1M | 0.14% | +65,139 | New |
| Susquehanna International Group, LLP | 63,730 | $13.8M | 0.02% | +18,594+41.2% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 62,575 | $13.6M | 0.02% | +2,986+5.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 58,856 | $12.8M | 0.01% | +431+0.7% | Added |
| Millennium Management LLC | 58,443 | $12.7M | 0.01% | −65,943−53.0% | Reduced |
| Alliancebernstein L.P. | 42,619 | $12.4M | 0.00% | −70,248−62.2% | Reduced |
| Financial Strategies Group, Inc. | 53,173 | $12.0M | 2.00% | +21,902+70.0% | Added |
| Investment House LLC | 54,789 | $11.9M | 0.62% | +12,396+29.2% | Added |
| Price T Rowe Associates Inc | 54,767 | $11.9M | 0.00% | −865−1.6% | Reduced |
| LPL Financial LLC | 53,780 | $11.7M | 0.00% | −1,476−2.7% | Reduced |
| Running Oak Capital LLC | 53,212 | $11.5M | 1.56% | +9,798+22.6% | Added |
| Monimus Capital Management, LP | 52,492 | $11.4M | 3.16% | +37,559+251.5% | Added |
| Westwood Holdings Group Inc. | 52,450 | $11.4M | 0.08% | +52,450 | New |
| First Trust Advisors LP | 48,457 | $10.5M | 0.01% | −172,554−78.1% | Reduced |
| Saybrook Capital | 48,299 | $10.5M | 2.82% | −3,108−6.0% | Reduced |
| Jane Street Group, LLC | 48,133 | $10.4M | 0.01% | −112,674−70.1% | Reduced |
| Capital Fund Management S.A. | 47,916 | $10.4M | 0.09% | −43,163−47.4% | Reduced |
| Mattern Capital Management, LLC | 46,708 | $10.1M | 1.21% | +16,317+53.7% | Added |
| Stifel Financial Corp | 45,208 | $9.81M | 0.01% | +1,270+2.9% | Added |
| Principal Financial Group Inc | 45,209 | $9.81M | 0.01% | +2,137+5.0% | Added |
| Squarepoint Ops LLC | 43,776 | $9.50M | 0.02% | +5,661+14.9% | Added |
| Systematic Financial Management LP | 43,489 | $9.44M | 0.22% | +43,489 | New |
| American Capital Management Inc | 43,008 | $9.33M | 0.50% | −91,943−68.1% | Reduced |
| Willis Investment Counsel | 42,824 | $9.29M | 0.51% | +19,822+86.2% | Added |