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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.

Q1 2026 vs. Q4 2025

How the institutions holding Factset Research Systems Inc changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of FDS: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders79812726−60
Shares36.4M4.99M37.8M+6.40M (+20.4%)
Value$10.6B$1.45B$8.21B−$907.7M (−10.0%)

12 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (105)

Institutions that held Factset Research Systems Inc at the end of Q1 2026 but not at the end of Q4 2025.

Showing the largest 100 of 105 by value.

Institutions new to FDS in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Capital Management LLC2,408,636$522.6M0.01%
Vanguard Portfolio Management LLC1,806,692$392.0M0.02%
Equity Investment Corp287,617$62.4M1.22%
Yacktman Asset Management LP225,874$49.0M0.65%
Vanguard Fiduciary Trust Co209,520$45.5M0.01%
Ranmore Fund Management Ltd185,991$40.4M5.33%
Vanguard Global Advisers, LLC78,946$17.1M0.01%
Royce & Associates LP65,139$14.1M0.14%
Westwood Holdings Group Inc.52,450$11.4M0.08%
Systematic Financial Management LP43,489$9.44M0.22%
Capital Management Corp42,781$9.28M1.59%
Huntleigh Advisors, Inc.40,957$8.89M1.52%
Banyan Capital Management, Inc.34,827$7.56M3.26%
Vanguard Asset Management, Ltd34,533$7.49M0.01%
Baker Avenue Asset Management, LP30,782$6.68M0.15%
Canada Pension Plan Investment Board28,140$6.11M0.00%
Compass Rose Asset Management, LP25,000$5.42M1.77%
Y-Intercept (Hong Kong) Ltd20,295$4.40M0.08%
Militia Capital Management LLC16,640$3.61M0.81%
CIBC Bancorp USA Inc.15,117$3.30M0.00%
CastleKnight Management LP12,700$2.76M0.13%
Hunter Perkins Capital Management, LLC11,464$2.49M0.58%
Taylor Hoffman Capital Management LLC11,242$2.44M0.75%
Acadian Asset Management LLC10,717$2.32M0.00%
Seizert Capital Partners, LLC10,124$2.20M0.10%
Vanguard Investments Australia, Ltd.9,425$2.05M0.01%
Dark Forest Capital Management LP8,103$1.76M0.16%
Poehling Capital Management, LLC7,877$1.71M0.36%
Fairtree Asset Management (Pty) Ltd7,602$1.65M0.76%
Campbell & CO Investment Adviser LLC5,250$1.14M0.06%
Scotia Capital Inc.5,168$1.12M0.00%
Caisse de Depot Et Placement du Quebec4,920$1.07M0.00%
Ashton Thomas Private Wealth, LLC4,719$1.02M0.02%
Skylands Capital, LLC4,700$1.02M0.13%
Oppenheimer & Co Inc4,378$950.0K0.01%
LSV Asset Management4,080$885.0K0.00%
Longfellow Investment Management Co LLC4,000$868.0K0.18%
Oak Thistle LLC3,555$771.4K0.07%
IMC-Chicago, LLC3,409$739.7K0.01%
Eurizon SLJ Capital Ltd3,461$707.9K0.34%
Ridgewood Investments LLC3,221$698.9K0.29%
MOKAN Wealth Management Inc.3,190$693.1K0.31%
Nicholas Hoffman & Company, LLC.3,148$683.1K0.02%
Indivisible Partners3,094$671.3K0.06%
Advyzon Investment Management, LLC2,870$622.7K0.06%
Polymer Capital Management (US) LLC2,798$607.1K0.09%
Gibbs Wealth Management2,517$546.2K0.07%
Blackstone Group Inc.2,491$540.5K0.00%
Mather Group, LLC.2,387$518.0K0.01%
Lansforsakringar Fondforvaltning AB (publ)2,239$485.8K0.00%
Everence Capital Management Inc2,139$464.0K0.03%
Landscape Capital Management, L.L.C.2,120$460.0K0.03%
R Squared Ltd2,090$453.5K0.25%
Karani Asset Management LLC1,767$383.4K0.34%
Jump Financial, LLC1,727$374.7K0.01%
Argonautica Private Wealth Management, Inc1,713$371.7K0.11%
Stevens Capital Management LP1,707$370.0K0.06%
D.A. Davidson & Co.1,674$363.4K0.00%
Brighton Jones LLC1,663$360.8K0.01%
Norden Group LLC1,348$292.5K0.03%
Bennett Associates Wealth Management1,258$273.0K0.18%
Layline Advisors, LLC1,256$272.6K0.30%
Advisortrust Partners, LLC1,250$271.2K0.11%
VestGen Advisors, LLC1,201$259.4K0.01%
Edgestream Partners, L.P.1,126$244.3K0.01%
CWA Asset Management Group, LLC1,120$243.1K0.01%
Strategy Asset Managers LLC1,093$237.2K0.04%
Fielder Capital Group LLC1,077$233.7K0.05%
Summitry LLC1,052$228.3K0.01%
Davy Global Fund Management Ltd978$212.2K0.02%
New Wave Wealth Advisors LLC962$208.8K0.07%
RWM Asset Management, LLC646$140.1K0.02%
Globeflex Capital L P499$108.3K0.02%
Golden State Equity Partners384$83.3K0.01%
State of Wyoming236$51.2K0.01%
Aster Capital Management (DIFC) Ltd98$44.6K0.01%
Owl Creek Wealth Partners LLC145$31.5K0.01%
Quarry LP126$27.3K0.01%
Kemnay Advisory Services Inc.116$25.2K0.00%
Legend Capital Advisors LLC115$25.0K0.02%
Intentional Wealth Strategies, LLC106$23.0K0.02%
United Community Bank92$20.0K0.01%
Private Wealth Management Group, LLC31$6.73K0.00%
NBT Bank N A21$4.56K0.00%
Avalon Trust Co20$4.34K0.00%
Napier Financial, LLC20$4.34K0.00%
JPL Wealth Management, LLC15$3.25K0.00%
Twin Peaks Wealth Advisors, LLC13$2.82K0.00%
Innovative Asset Advisors Group, LLC13$2.82K0.00%
Wealth Preservation Advisors, LLC12$2.60K0.00%
Aventura Private Wealth, LLC10$2.17K0.00%
Virginia Estate & Retirement Planning Advisors Inc.8$1.74K0.01%
High Note Wealth, LLC7$1.52K0.00%
Raleigh Capital Management Inc.7$1.52K0.00%
Brown, Lisle/Cummings, Inc.6$1.30K0.00%
Gill Capital Partners, LLC5$1.08K0.00%
Fortitude Family Office, LLC4$8680.00%
Tidemark, LLC4$8680.00%
American Capital Advisory, LLC4$8680.00%
TFC Financial Management2$4340.00%

Sold out (165)

Institutions that held Factset Research Systems Inc at the end of Q4 2025 and filed for Q1 2026 without it.

Showing the largest 100 of 165 by value.

Institutions that sold out of FDS in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Champlain Investment Partners, LLC343,281$99.6M
Two Sigma Advisers, LP79,582$23.1M
Ieq Capital, LLC50,802$14.7M
Balyasny Asset Management LLC44,712$13.0M
Taproot Management LP34,144$9.91M
Point72 Asset Management, L.P.27,942$8.11M
Woodbridge Co Ltd17,617$5.11M
ExodusPoint Capital Management, LP17,254$5.01M
Kennedy Capital Management, Inc.13,875$4.03M
Nutshell Asset Management Ltd13,000$3.77M
Jensen Investment Management Inc11,810$3.43M
Magnetar Financial LLC10,694$3.10M
Bridgewater Associates, LP10,274$2.98M
JLB & Associates Inc9,630$2.79M
Strong Tower Advisory Services9,511$2.76M
Nuance Investments, LLC8,596$2.49M
Element Squared LLC8,189$2.38M
Qube Research & Technologies Ltd7,510$2.18M
united american securities inc. (d/b/a uas asset management)7,500$2.18M
Twin Tree Management, LP7,275$2.11M
SummitTX Capital, L.P.6,061$1.76M
Catalyst Funds Management Pty Ltd6,012$1.74M
Marathon Trading Investment Management LLC4,911$1.43M
Alberta Investment Management Corp4,900$1.42M
Prana Capital Management, LP4,401$1.28M
Fox Run Management, L.L.C.4,246$1.23M
Evolve Private Wealth, LLC4,096$1.19M
Brevan Howard Capital Management LP4,078$1.18M
Aurora Investment Managers, LLC.3,928$1.14M
Capital Insight Partners, LLC3,904$1.13M
Holocene Advisors, LP3,875$1.12M
Kensington Investment Counsel, LLC3,834$1.11M
LMR Partners LLP3,781$1.10M
Tudor Investment Corp Et Al3,576$1.04M
Qsemble Capital Management, LP3,560$1.03M
Engineers Gate Manager LP3,540$1.03M
Teacher Retirement System of Texas3,464$1.01M
Diversified Trust Co3,431$995.6K
Rakuten Investment Management, Inc.3,341$980.3K
Sivia Capital Partners, LLC3,064$889.1K
Oxford Asset Management LLP2,987$866.8K
Tobam2,823$819.0K
Logan Capital Management Inc2,694$781.8K
Harbor Capital Advisors, Inc.2,530$734.0K
Amiral Gestion2,500$725.5K
FourThought Financial Partners, LLC2,260$655.9K
Pallas Capital Advisors LLC2,204$639.6K
RMB Capital Management, LLC2,188$634.9K
Investment Management Corp of Ontario2,009$583.0K
Quest Partners LLC1,951$566.2K
Scientech Research LLC1,858$539.2K
ISAM Funds (UK) Ltd1,775$515.1K
NorthCrest Asset Manangement, LLC1,781$510.0K
Cynosure Management, LLC1,673$485.5K
Envestnet Portfolio Solutions, Inc.1,662$482.2K
NewEdge Wealth, LLC1,638$475.3K
Absher Wealth Management, LLC1,570$455.6K
Stephens Inc1,568$455.1K
Vontobel Holding Ltd.1,331$386.2K
Transcend Wealth Collective, LLC1,317$382.2K
Waddell & Associates, LLC1,280$371.4K
Capital Investment Services of America, Inc.1,250$362.7K
Andina Capital Management, LLC1,236$358.8K
Moore Capital Management, LP1,189$345.0K
Summit Financial, LLC1,175$341.1K
Baker Tilly Wealth Management, LLC1,172$340.2K
DRW Securities, LLC1,151$334.0K
Pinnacle Associates Ltd1,150$333.7K
Greenleaf Trust1,134$329.1K
Vestmark Advisory Solutions, Inc.1,110$322.1K
Evergreen Capital Management LLC1,071$310.8K
Cerro Pacific Wealth Advisors LLC1,071$310.7K
LMCG Investments, LLC1,032$299.5K
Birch Hill Investment Advisors LLC1,012$293.7K
Stratos Wealth Partners, LTD.998$289.7K
Quantum Private Wealth, LLC983$285.3K
Verity & Verity, LLC974$282.6K
Mitsubishi UFJ Trust & Banking Corp971$281.8K
Kestra Private Wealth Services, LLC968$281.0K
Wincap Financial LLC953$276.6K
First Financial Bank - Trust Division943$273.6K
Axxcess Wealth Management, LLC926$268.9K
Parcion Private Wealth LLC904$262.3K
Kera Capital Partners, Inc.1,023$260.2K
Malaga Cove Capital, LLC894$259.4K
Belpointe Asset Management LLC887$257.6K
111 Capital887$257.4K
Aptus Capital Advisors, LLC880$255.4K
Keeler Thomas Management LLC862$250.0K
Natural Investments, LLC863$250.0K
National Philanthropic Trust857$248.7K
QRG Capital Management, Inc.855$248.2K
Alliance Wealth Advisors, LLC846$245.5K
Hurlow Wealth Management Group, Inc.827$240.0K
EP Wealth Advisors, LLC824$239.1K
Valeo Financial Advisors, LLC812$235.6K
GTS Securities LLC811$235.3K
HighPoint Advisor Group LLC810$235.2K
Metis Global Partners, LLC801$232.4K
Sentinus, LLC797$231.3K

Not filed for Q1 2026 yet (12)

Institutions that held Factset Research Systems Inc at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding FDS in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc4,455,010$1.29B
Norges Bank522,045$151.5M
Comerica Bank8,813$2.56M
CIBC World Markets Corp3,911$1.13M
CIBC Private Wealth Group, LLC1,443$418.8K
QSV Equity Investors LLC1,011$293.4K
Profit Investment Management, LLC992$287.9K
Global Retirement Partners, LLC497$144.3K
ORG Partners LLC243$70.5K
Litman Gregory Asset Management LLC109$31.6K
DV Equities, LLC53$15.4K
Ransom Advisory, Ltd22$6.38K