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 |
|---|---|---|---|---|---|
| Kayne Anderson Rudnick Investment Management LLC | 40 | $8.68K | 0.00% | −5,039−99.2% | Reduced |
| Oakworth Capital, Inc. | 40 | $8.68K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 42 | $9.11K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 43 | $9.33K | 0.00% | +3+7.5% | Added |
| South State Corp. | 44 | $9.55K | 0.00% | −12−21.4% | Reduced |
| Highline Wealth Partners LLC | 46 | $9.98K | 0.00% | +43+1,433.3% | Added |
| Spire Wealth Management | 46 | $9.98K | 0.00% | +8+21.1% | Added |
| Bare Financial Services, Inc | 47 | $10.2K | 0.00% | +42+840.0% | Added |
| True Wealth Design, LLC | 48 | $10.4K | 0.00% | −350−87.9% | Reduced |
| First United Bank Trust | 50 | $10.8K | 0.00% | 00.0% | Unchanged |
| Korea Investment CORP | 50 | $10.8K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 49 | $11.0K | 0.00% | +37+308.3% | Added |
| WPG Advisers, LLC | 51 | $11.1K | 0.01% | −41−44.6% | Reduced |
| Colonial Trust Co | 51 | $11.1K | 0.00% | −8−13.6% | Reduced |
| Cheviot Value Management, LLC | 51 | $11.1K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 55 | $11.9K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 56 | $12.2K | 0.01% | +51+1,020.0% | Added |
| MV Capital Management, Inc. | 57 | $12.4K | 0.00% | +3+5.6% | Added |
| Bayban | 58 | $12.6K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 60 | $13.0K | 0.01% | +33+122.2% | Added |
| Rosenberg Matthew Hamilton | 63 | $13.6K | 0.00% | −1−1.6% | Reduced |
| Ogorek Anthony Joseph | 66 | $14.0K | 0.00% | +1+1.5% | Added |
| Salomon & Ludwin, LLC | 62 | $14.1K | 0.00% | +51+463.6% | Added |
| Motco | 67 | $14.5K | 0.00% | 00.0% | Unchanged |
| PenderFund Capital Management Ltd. | 70 | $15.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 71 | $15.4K | 0.00% | −166−70.0% | Reduced |
| Community Bank, N.A. | 74 | $16.1K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 75 | $16.3K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 75 | $16.3K | 0.00% | −9−10.7% | Reduced |
| Harbour Investments, Inc. | 77 | $16.9K | 0.00% | +56+266.7% | Added |
| Central Trust Co | 78 | $16.9K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 74 | $17.0K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 80 | $17.4K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 87 | $18.9K | 0.01% | −2−2.2% | Reduced |
| Washington Trust Advisors, Inc. | 90 | $19.5K | 0.00% | −1−1.1% | Reduced |
| United Community Bank | 92 | $20.0K | 0.01% | +92 | New |
| First Community Trust NA | 93 | $20.2K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 95 | $20.7K | 0.00% | +93+4,650.0% | Added |
| First Horizon Corp | 96 | $20.8K | 0.00% | −1−1.0% | Reduced |
| Bogart Wealth, LLC | 97 | $21.0K | 0.00% | +3+3.2% | Added |
| Horizon Financial Services, LLC | 102 | $22.1K | 0.01% | +89+684.6% | Added |
| Onefund, LLC | 102 | $22.9K | 0.01% | −9−8.1% | Reduced |
| Intentional Wealth Strategies, LLC | 106 | $23.0K | 0.02% | +106 | New |
| Trust Co | 108 | $23.4K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 111 | $24.1K | 0.00% | −82,166−99.9% | Reduced |
| Legend Capital Advisors LLC | 115 | $25.0K | 0.02% | +115 | New |
| Atlantic Union Bankshares Corp | 116 | $25.2K | 0.00% | −13−10.1% | Reduced |
| Kemnay Advisory Services Inc. | 116 | $25.2K | 0.00% | +116 | New |
| Quarry LP | 126 | $27.3K | 0.01% | +126 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 135 | $29.3K | 0.01% | −838−86.1% | Reduced |
| Parkside Financial Bank & Trust | 138 | $29.9K | 0.00% | +1+0.7% | Added |
| CX Institutional | 136 | $30.0K | 0.00% | −146−51.8% | Reduced |
| CVA Family Office, LLC | 141 | $30.6K | 0.00% | −147−51.0% | Reduced |
| Essential Partners LLC | 145 | $31.5K | 0.01% | −2,700−94.9% | Reduced |
| Owl Creek Wealth Partners LLC | 145 | $31.5K | 0.01% | +145 | New |
| Hilltop National Bank | 150 | $32.5K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 156 | $33.9K | 0.00% | −4−2.5% | Reduced |
| TD Waterhouse Canada Inc. | 156 | $35.1K | 0.00% | +109+231.9% | Added |
| Montag A & Associates Inc | 163 | $35.3K | 0.00% | 00.0% | Unchanged |
| Wellington Grp LLC | 164 | $35.6K | 0.01% | −50−23.4% | Reduced |
| ZRC Wealth Management, LLC | 166 | $36.0K | 0.01% | +125+304.9% | Added |
| Farmers & Merchants Investments Inc | 172 | $37.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 172 | $37.3K | 0.00% | −48−21.8% | Reduced |
| Private Trust Co NA | 204 | $44.3K | 0.00% | +132+183.3% | Added |
| Aster Capital Management (DIFC) Ltd | 98 | $44.6K | 0.01% | +98 | New |
| Massmutual Trust Co FSB | 211 | $45.8K | 0.00% | −50−19.2% | Reduced |
| Addison Advisors LLC | 232 | $50.3K | 0.01% | +7+3.1% | Added |
| State of Wyoming | 236 | $51.2K | 0.01% | +236 | New |
| SBI Securities Co., Ltd. | 243 | $52.7K | 0.00% | +15+6.6% | Added |
| Bruce G. Allen Investments, LLC | 249 | $54.0K | 0.04% | +107+75.4% | Added |
| Assetmark, Inc | 250 | $54.2K | 0.00% | −156−38.4% | Reduced |
| Compagnie Lombard Odier SCmA | 260 | $56.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 265 | $57.0K | 0.04% | −196−42.5% | Reduced |
| SJS Investment Consulting Inc. | 268 | $58.2K | 0.01% | −110−29.1% | Reduced |
| Measured Wealth Private Client Group, LLC | 276 | $59.9K | 0.02% | 00.0% | Unchanged |
| Danske Bank A/S | 280 | $60.8K | 0.00% | −460−62.2% | Reduced |
| Bryn Mawr Trust Co | 280 | $60.8K | 0.00% | −450−61.6% | Reduced |
| Zions Bancorporation, National Association | 284 | $61.6K | 0.00% | +178+167.9% | Added |
| Quadrant Capital Group LLC | 305 | $66.2K | 0.00% | −5,655−94.9% | Reduced |
| Quantbot Technologies LP | 340 | $73.8K | 0.00% | −6,992−95.4% | Reduced |
| Rossby Financial, LCC | 332 | $74.7K | 0.02% | +176+112.8% | Added |
| ORG Wealth Partners, LLC | 353 | $76.6K | 0.02% | −306−46.4% | Reduced |
| Caldwell Trust Co | 357 | $77.5K | 0.01% | 00.0% | Unchanged |
| Golden State Equity Partners | 384 | $83.3K | 0.01% | +384 | New |
| Hantz Financial Services, Inc. | 410 | $89.0K | 0.00% | −115−21.9% | Reduced |
| Estabrook Capital Management | 425 | $92.2K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 430 | $93.0K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 433 | $94.0K | 0.02% | +426+6,085.7% | Added |
| Umb Bank N A | 441 | $95.7K | 0.00% | +172+63.9% | Added |
| Delta Asset Management LLC | 450 | $97.6K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 456 | $98.9K | 0.00% | −1,184−72.2% | Reduced |
| Whittier Trust Co | 443 | $102.3K | 0.00% | −712−61.6% | Reduced |
| Huntington National Bank | 479 | $103.9K | 0.00% | +114+31.2% | Added |
| CoreCap Advisors, LLC | 489 | $106.2K | 0.00% | −113−18.8% | Reduced |
| NBC Securities, Inc. | 492 | $106.8K | 0.01% | +484+6,050.0% | Added |
| Globeflex Capital L P | 499 | $108.3K | 0.02% | +499 | New |
| Siemens Fonds Invest GmbH | 513 | $111.3K | 0.01% | +421+457.6% | Added |
| Rothschild Investment LLC | 518 | $112.4K | 0.01% | −1,148−68.9% | Reduced |
| Versant Capital Management, Inc | 520 | $112.8K | 0.01% | +199+62.0% | Added |
| AdvisorNet Financial, Inc | 568 | $123.3K | 0.01% | −12−2.1% | Reduced |