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 |
|---|---|---|---|---|---|
| Storebrand Asset Management AS | 577 | $125.2K | 0.00% | −471−44.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 566 | $130.7K | 0.00% | −148−20.7% | Reduced |
| Basecamp Wealth Advisors LLC | 614 | $133.2K | 0.03% | −2−0.3% | Reduced |
| Tema ETFs LLC | 619 | $134.3K | 0.01% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 646 | $140.1K | 0.02% | +646 | New |
| Bullock Wealth Management Group | 645 | $144.9K | 0.07% | +3+0.5% | Added |
| Farther Finance Advisors, LLC | 652 | $146.6K | 0.00% | −385−37.1% | Reduced |
| EverSource Wealth Advisors, LLC | 690 | $149.7K | 0.00% | −889−56.3% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 700 | $151.9K | 0.05% | +191+37.5% | Added |
| HM Payson & Co | 741 | $160.8K | 0.00% | −150−16.8% | Reduced |
| Parallel Advisors, LLC | 788 | $171.1K | 0.00% | −419−34.7% | Reduced |
| Allworth Financial LP | 791 | $171.6K | 0.00% | −505−39.0% | Reduced |
| Canada Post Corp Registered Pension Plan | 820 | $177.9K | 0.01% | 00.0% | Unchanged |
| Ninety One SA (PTY) Ltd | 821 | $178.1K | 0.01% | −247−23.1% | Reduced |
| Grove Bank & Trust | 835 | $181.2K | 0.02% | +210+33.6% | Added |
| Beacon Investment Advisory Services, Inc. | 864 | $187.5K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 870 | $188.8K | 0.00% | +559+179.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 894 | $194.0K | 0.00% | −1,398−61.0% | Reduced |
| STRS Ohio | 896 | $194.4K | 0.00% | −1−0.1% | Reduced |
| Harbor Investment Advisory, LLC | 920 | $199.6K | 0.02% | +221+31.6% | Added |
| Stock Yards Bank & Trust Co | 922 | $200.1K | 0.01% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 925 | $200.8K | 0.03% | −206−18.2% | Reduced |
| Exchange Traded Concepts, LLC | 927 | $201.2K | 0.00% | +286+44.6% | Added |
| Laird Norton Trust Company, LLC | 928 | $201.4K | 0.00% | −287−23.6% | Reduced |
| West Bancorporation Inc | 932 | $202.2K | 0.10% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 945 | $205.1K | 0.00% | −172−15.4% | Reduced |
| Tandem Investment Advisors, Inc. | 951 | $206.4K | 0.01% | −332−25.9% | Reduced |
| Empirical Finance, LLC | 959 | $208.1K | 0.01% | −1−0.1% | Reduced |
| New Wave Wealth Advisors LLC | 962 | $208.8K | 0.07% | +962 | New |
| Caerus Investment Advisors, LLC | 966 | $209.6K | 0.09% | −1,007−51.0% | Reduced |
| Icon Wealth Advisors, LLC | 908 | $211.1K | 0.01% | +22+2.5% | Added |
| Davy Global Fund Management Ltd | 978 | $212.2K | 0.02% | +978 | New |
| Dakota Wealth Management | 978 | $212.2K | 0.00% | −16−1.6% | Reduced |
| Snowden Capital Advisors LLC | 980 | $212.7K | 0.01% | +14+1.4% | Added |
| Silver Lake Advisory, LLC | 981 | $213.0K | 0.08% | 00.0% | Unchanged |
| IFP Advisors, Inc | 992 | $215.3K | 0.00% | −113−10.2% | Reduced |
| Clearstead Advisors, LLC | 1,003 | $217.6K | 0.00% | −260−20.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,006 | $218.3K | 0.01% | −112−10.0% | Reduced |
| Journey Retirement Planning & Investment Management LLC | 1,017 | $220.8K | 0.19% | −2,631−72.1% | Reduced |
| Securian Asset Management, Inc | 1,021 | $221.5K | 0.01% | 00.0% | Unchanged |
| Camden Capital, LLC | 1,022 | $221.7K | 0.01% | +108+11.8% | Added |
| MUFG Securities Americas Inc. | 1,027 | $222.8K | 0.01% | +18+1.8% | Added |
| Signaturefd, LLC | 1,027 | $222.9K | 0.00% | −41−3.8% | Reduced |
| Fiduciary Trust Co | 1,037 | $225.0K | 0.00% | +76+7.9% | Added |
| Ashton Thomas Securities, LLC | 1,041 | $225.8K | 0.03% | −20−1.9% | Reduced |
| Summitry LLC | 1,052 | $228.3K | 0.01% | +1,052 | New |
| Nilsine Partners, LLC | 1,024 | $230.7K | 0.02% | −99−8.8% | Reduced |
| Bridgefront Capital, LLC | 1,068 | $231.7K | 0.06% | −1,365−56.1% | Reduced |
| Fielder Capital Group LLC | 1,077 | $233.7K | 0.05% | +1,077 | New |
| Alpha Family Trust | 1,090 | $236.5K | 0.11% | −550−33.5% | Reduced |
| Strategy Asset Managers LLC | 1,093 | $237.2K | 0.04% | +1,093 | New |
| North Dakota State Investment Board | 1,094 | $237.4K | 0.01% | −212−16.2% | Reduced |
| CWA Asset Management Group, LLC | 1,120 | $243.1K | 0.01% | +1,120 | New |
| Kestra Advisory Services, LLC | 1,124 | $243.9K | 0.00% | +21+1.9% | Added |
| Edgestream Partners, L.P. | 1,126 | $244.3K | 0.01% | +1,126 | New |
| Skopos Labs, Inc. | 1,142 | $247.8K | 0.01% | −463−28.8% | Reduced |
| Winthrop Capital Management, LLC | 1,143 | $248.0K | 0.06% | +100+9.6% | Added |
| Ballentine Partners, LLC | 1,148 | $249.1K | 0.00% | −399−25.8% | Reduced |
| Bessemer Group Inc | 1,161 | $253.0K | 0.00% | −1,944−62.6% | Reduced |
| Amica Mutual Insurance Co | 1,186 | $257.0K | 0.02% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 1,185 | $257.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 1,187 | $257.6K | 0.00% | −11−0.9% | Reduced |
| VestGen Advisors, LLC | 1,201 | $259.4K | 0.01% | +1,201 | New |
| Revisor Wealth Management LLC | 1,201 | $260.6K | 0.07% | +417+53.2% | Added |
| Lido Advisors, LLC | 1,201 | $260.8K | 0.00% | −207−14.7% | Reduced |
| National Wealth Management Group, LLC | 1,205 | $261.5K | 0.10% | −183−13.2% | Reduced |
| CSS LLC | 1,210 | $262.6K | 0.01% | +190+18.6% | Added |
| Dividend Assets Capital, LLC | 1,213 | $263.2K | 0.05% | −57−4.5% | Reduced |
| Macquarie Group Ltd | 1,223 | $265.4K | 0.00% | −383−23.8% | Reduced |
| Midway Capital Research & Management | 1,226 | $266.0K | 0.25% | +179+17.1% | Added |
| Mayflower Financial Advisors, LLC | 1,230 | $267.0K | 0.03% | −15−1.2% | Reduced |
| Gen-Wealth Partners Inc | 1,240 | $269.0K | 0.08% | +387+45.4% | Added |
| KFG Wealth Management, LLC | 1,248 | $270.7K | 0.04% | +216+20.9% | Added |
| Advisortrust Partners, LLC | 1,250 | $271.2K | 0.11% | +1,250 | New |
| Layline Advisors, LLC | 1,256 | $272.6K | 0.30% | +1,256 | New |
| Bennett Associates Wealth Management | 1,258 | $273.0K | 0.18% | +1,258 | New |
| Graham Capital Management, L.P. | 1,260 | $273.4K | 0.01% | −152−10.8% | Reduced |
| Institute for Wealth Management, LLC. | 1,282 | $278.2K | 0.03% | −98−7.1% | Reduced |
| Marathon Capital Management | 1,284 | $278.5K | 0.06% | +554+75.9% | Added |
| Intech Investment Management LLC | 1,298 | $281.7K | 0.00% | −1,688−56.5% | Reduced |
| Callan Family Office, LLC | 1,312 | $284.7K | 0.01% | −3,623−73.4% | Reduced |
| Larson Financial Group LLC | 1,315 | $285.4K | 0.01% | +166+14.4% | Added |
| Penobscot Investment Management Company, Inc. | 1,320 | $286.4K | 0.02% | −20−1.5% | Reduced |
| Alhambra Investment Partners LLC | 1,332 | $289.0K | 0.13% | +73+5.8% | Added |
| Panagora Asset Management Inc | 1,336 | $289.9K | 0.00% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 1,347 | $292.3K | 0.02% | +192+16.6% | Added |
| Norden Group LLC | 1,348 | $292.5K | 0.03% | +1,348 | New |
| Horizon Investments, LLC | 1,358 | $294.7K | 0.00% | +289+27.0% | Added |
| Marex Group plc | 1,363 | $295.8K | 0.00% | +408+42.7% | Added |
| Benjamin Edwards Inc | 1,369 | $297.0K | 0.00% | −1,224−47.2% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 1,400 | $303.8K | 0.00% | −3,440−71.1% | Reduced |
| South Dakota Investment Council | 1,400 | $304.0K | 0.01% | +280+25.0% | Added |
| Wedmont Private Capital | 1,365 | $304.4K | 0.01% | +507+59.1% | Added |
| Harrell Investment Partners, LLC | 1,404 | $304.8K | 0.07% | −138−8.9% | Reduced |
| Perigon Wealth Management, LLC | 1,412 | $306.4K | 0.01% | −362−20.4% | Reduced |
| V-Square Quantitative Management LLC | 1,416 | $307.3K | 0.03% | +172+13.8% | Added |
| Miracle Mile Advisors, LLC | 1,419 | $307.9K | 0.00% | −91−6.0% | Reduced |
| Buckingham Strategic Partners | 1,424 | $309.0K | 0.00% | −3,495−71.1% | Reduced |
| Integrated Investment Consultants, LLC | 1,437 | $311.8K | 0.07% | −2,111−59.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,442 | $312.9K | 0.02% | −105−6.8% | Reduced |