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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.

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.

Institutional holdersQ1 2026: 726 institutions
Q1 2021: 577 institutionsQ2 2021: 595 institutionsQ3 2021: 621 institutionsQ4 2021: 695 institutionsQ1 2022: 704 institutionsQ2 2022: 693 institutionsQ3 2022: 692 institutionsQ4 2022: 743 institutionsQ1 2023: 723 institutionsQ2 2023: 737 institutionsQ3 2023: 733 institutionsQ4 2023: 775 institutionsQ1 2024: 782 institutionsQ2 2024: 807 institutionsQ3 2024: 833 institutionsQ4 2024: 847 institutionsQ1 2025: 828 institutionsQ2 2025: 837 institutionsQ3 2025: 775 institutionsQ4 2025: 798 institutionsQ1 2026: 726 institutionsQ2 2026: 767 institutions
Value heldQ1 2026: $8.21B
Q1 2021: $10.3BQ2 2021: $11.1BQ3 2021: $13.1BQ4 2021: $16.5BQ1 2022: $14.8BQ2 2022: $13.0BQ3 2022: $13.8BQ4 2022: $13.5BQ1 2023: $14.0BQ2 2023: $13.7BQ3 2023: $15.2BQ4 2023: $16.5BQ1 2024: $15.9BQ2 2024: $14.6BQ3 2024: $16.5BQ4 2024: $17.2BQ1 2025: $16.2BQ2 2025: $15.9BQ3 2025: $10.6BQ4 2025: $10.6BQ1 2026: $8.21BQ2 2026: $9.22B
Institutions holding FDS and their total value by quarter
QuarterHoldersValue
Q2 2026767$9.22B
Q1 2026726$8.21B
Q4 2025798$10.6B
Q3 2025775$10.6B
Q2 2025837$15.9B
Q1 2025828$16.2B
Q4 2024847$17.2B
Q3 2024833$16.5B
Q2 2024807$14.6B
Q1 2024782$15.9B
Q4 2023775$16.5B
Q3 2023733$15.2B
Q2 2023737$13.7B
Q1 2023723$14.0B
Q4 2022743$13.5B
Q3 2022692$13.8B
Q2 2022693$13.0B
Q1 2022704$14.8B
Q4 2021695$16.5B
Q3 2021621$13.1B
Q2 2021595$11.1B
Q1 2021577$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.

Institutions holding FDS in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Y.D. More Investments Ltd24$160.00%−3−11.1%Reduced
Global Wealth Strategies & Associates0$200.00%0Unchanged
Bay Harbor Wealth Management, LLC1$2160.00%+1New
DiNuzzo Private Wealth, Inc.1$2170.00%00.0%Unchanged
WestEnd Advisors, LLC1$2170.00%00.0%Unchanged
Salem Investment Counselors Inc1$2170.00%+1New
Curio Wealth, LLC1$2170.00%+1New
Whipplewood Advisors, LLC1$2170.00%+1New
MidFirst Bank1$2170.00%+1New
Bartlett & Co. Wealth Management LLC1$2240.00%−16−94.1%Reduced
Ares Financial Consulting, LLC1$2250.00%00.0%Unchanged
Dunhill Financial, LLC1$2270.00%−1−50.0%Reduced
Investors Portfolio Services LLC2$3990.00%00.0%Unchanged
TFC Financial Management2$4340.00%+2New
Signature Equity Partners, LLC2$4350.00%−13−86.7%Reduced
Financial Consulate, Inc3$6510.00%−6−66.7%Reduced
NVWM, LLC3$6510.00%00.0%Unchanged
Principia Wealth Advisory, LLC3$6510.00%+1+50.0%Added
Cornerstone Planning Group LLC4$6630.00%−17−81.0%Reduced
JFS Wealth Advisors, LLC4$8680.00%−179−97.8%Reduced
Aspect Partners, LLC4$8680.00%−6−60.0%Reduced
Granite FO LLC4$8680.00%00.0%Unchanged
Quaker Wealth Management, LLC4$8680.00%+3+300.0%Added
Fortitude Family Office, LLC4$8680.00%+4New
Tidemark, LLC4$8680.00%+4New
American Capital Advisory, LLC4$8680.00%+4New
UMA Financial Services, Inc.5$1.08K0.00%−31−86.1%Reduced
Asset Dedication, LLC5$1.08K0.00%−19−79.2%Reduced
Hughes Financial Services, LLC5$1.08K0.00%−1−16.7%Reduced
Raffa Wealth Management, LLC5$1.08K0.00%00.0%Unchanged
Triumph Capital Management5$1.08K0.00%00.0%Unchanged
Bell Investment Advisors, Inc5$1.08K0.00%+2+66.7%Added
Gill Capital Partners, LLC5$1.08K0.00%+5New
Clear Street Markets LLC6$1.30K0.00%−50−89.3%Reduced
Armstrong Advisory Group, Inc6$1.30K0.00%00.0%Unchanged
Monetary Solutions, Ltd6$1.30K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.6$1.30K0.00%+6New
Burkett Financial Services, LLC6$1.32K0.00%00.0%Unchanged
Root Financial Partners, LLC7$1.52K0.00%−10−58.8%Reduced
Kilter Group LLC7$1.52K0.00%−1−12.5%Reduced
Clayton Financial Group LLC7$1.52K0.00%+4+133.3%Added
High Note Wealth, LLC7$1.52K0.00%+7New
Raleigh Capital Management Inc.7$1.52K0.00%+7New
Newbridge Financial Services Group, Inc.7$1.56K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC8$1.74K0.00%−8−50.0%Reduced
Park Place Capital Corp8$1.74K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC8$1.74K0.00%00.0%Unchanged
Millstone Evans Group, LLC8$1.74K0.00%00.0%Unchanged
Virginia Estate & Retirement Planning Advisors Inc.8$1.74K0.01%+8New
Plato Investment Management Ltd9$1.95K0.00%00.0%Unchanged
Golden State Wealth Management, LLC9$1.97K0.00%00.0%Unchanged
Avion Wealth12$2.00K0.00%−10−45.5%Reduced
City State Bank10$2.17K0.00%−1−9.1%Reduced
Country Trust Bank10$2.17K0.00%00.0%Unchanged
Aventura Private Wealth, LLC10$2.17K0.00%+10New
Winch Advisory Services, LLC10$2.26K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.12$2.60K0.00%−34−73.9%Reduced
J.Safra Asset Management Corp12$2.60K0.00%+1+9.1%Added
Wealth Preservation Advisors, LLC12$2.60K0.00%+12New
Creative Financial Designs Inc13$2.82K0.00%−1−7.1%Reduced
Old Second National Bank of Aurora13$2.82K0.00%00.0%Unchanged
Centennial Bank13$2.82K0.00%00.0%Unchanged
Twin Peaks Wealth Advisors, LLC13$2.82K0.00%+13New
Innovative Asset Advisors Group, LLC13$2.82K0.00%+13New
First PREMIER Bank15$3.00K0.00%00.0%Unchanged
TD Private Client Wealth LLC14$3.04K0.00%−153−91.6%Reduced
Keating Financial Advisory Services, Inc.14$3.04K0.00%−1−6.7%Reduced
Anchor Investment Management, LLC15$3.25K0.00%00.0%Unchanged
SHP Wealth Management15$3.25K0.00%+5+50.0%Added
JPL Wealth Management, LLC15$3.25K0.00%+15New
Sound Income Strategies, LLC16$3.69K0.00%00.0%Unchanged
Gunpowder Capital Management, LLC dba Oliver Wealth Management18$3.91K0.00%−2−10.0%Reduced
Geneos Wealth Management Inc.18$3.91K0.00%00.0%Unchanged
Align Financial, LLC18$3.91K0.00%−5,205−99.7%Reduced
Strategic Wealth Partners, Ltd.18$3.94K0.00%00.0%Unchanged
Private Wealth Asset Management, LLC20$4.34K0.00%−43−68.3%Reduced
Sachetta, LLC20$4.34K0.00%+4+25.0%Added
Avalon Trust Co20$4.34K0.00%+20New
Napier Financial, LLC20$4.34K0.00%+20New
Ankerstar Wealth, LLC21$4.56K0.00%00.0%Unchanged
NBT Bank N A21$4.56K0.00%+21New
Group One Trading, L.P.22$4.77K0.00%−144−86.7%Reduced
Ancora Advisors, LLC23$4.99K0.00%−37−61.7%Reduced
Darwin Advisors, LLC24$5.32K0.00%00.0%Unchanged
TD Capital Management LLC25$5.42K0.00%00.0%Unchanged
Clean Yield Group27$5.86K0.00%−150−84.7%Reduced
S&T Bank27$5.86K0.00%00.0%Unchanged
Johnson Financial Group, Inc.28$6.08K0.00%−21−42.9%Reduced
Piscataqua Savings Bank29$6.29K0.00%00.0%Unchanged
Guinness Atkinson Asset Management Inc29$6.29K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd29$6.29K0.00%00.0%Unchanged
Private Wealth Management Group, LLC31$6.73K0.00%+31New
Dogwood Wealth Management LLC32$6.94K0.00%00.0%Unchanged
Smartleaf Asset Management LLC35$7.16K0.00%−13−27.1%Reduced
Bank of Jackson Hole Trust33$7.16K0.00%−24−42.1%Reduced
McIlrath & Eck, LLC33$7.16K0.00%00.0%Unchanged
Lodestone Wealth Management LLC33$7.16K0.00%00.0%Unchanged
Altshuler Shaham Ltd33$7.16K0.00%+12+57.1%Added
LRI Investments, LLC34$7.44K0.00%+23+209.1%Added
Crews Bank & Trust35$7.59K0.00%00.0%Unchanged