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 |
|---|---|---|---|---|---|
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1,444 | $313.3K | 0.00% | +375+35.1% | Added |
| Apollon Wealth Management, LLC | 1,452 | $315.1K | 0.01% | −391−21.2% | Reduced |
| Cresset Asset Management, LLC | 1,475 | $320.1K | 0.00% | −109−6.9% | Reduced |
| Daymark Wealth Partners, LLC | 1,488 | $322.8K | 0.01% | +406+37.5% | Added |
| Anchor Capital Advisors LLC | 1,500 | $325.5K | 0.01% | 00.0% | Unchanged |
| Davenport & Co LLC | 1,529 | $331.8K | 0.00% | −87−5.4% | Reduced |
| MUFG Securities EMEA plc | 1,536 | $333.3K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 1,545 | $335.3K | 0.20% | +364+30.8% | Added |
| Wealthfront Advisers LLC | 1,549 | $336.1K | 0.00% | −682−30.6% | Reduced |
| JGP Wealth Management, LLC | 1,550 | $336.2K | 0.03% | −1,586−50.6% | Reduced |
| Vise Technologies, Inc. | 1,178 | $341.8K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,591 | $345.2K | 0.02% | −405−20.3% | Reduced |
| SlateStone Wealth, LLC | 1,625 | $353.0K | 0.03% | +140+9.4% | Added |
| MAI Capital Management | 1,637 | $355.2K | 0.00% | +204+14.2% | Added |
| Brighton Jones LLC | 1,663 | $360.8K | 0.01% | +1,663 | New |
| D.A. Davidson & Co. | 1,674 | $363.4K | 0.00% | +1,674 | New |
| MCF Advisors LLC | 1,689 | $366.5K | 0.02% | +1,425+539.8% | Added |
| New Mexico Educational Retirement Board | 1,700 | $369.0K | 0.01% | 00.0% | Unchanged |
| Stevens Capital Management LP | 1,707 | $370.0K | 0.06% | +1,707 | New |
| Argonautica Private Wealth Management, Inc | 1,713 | $371.7K | 0.11% | +1,713 | New |
| Leonteq Securities AG | 1,727 | $374.7K | 0.02% | +1,086+169.4% | Added |
| Jump Financial, LLC | 1,727 | $374.7K | 0.01% | +1,727 | New |
| Ci Investments Inc. | 1,742 | $378.0K | 0.00% | +2+0.1% | Added |
| Blair William & Co | 1,766 | $383.3K | 0.00% | −1,444−45.0% | Reduced |
| Karani Asset Management LLC | 1,767 | $383.4K | 0.34% | +1,767 | New |
| Ahara Advisors LLC | 1,773 | $384.7K | 0.32% | +63+3.7% | Added |
| Patton Fund Management, Inc. | 1,795 | $389.5K | 0.07% | +987+122.2% | Added |
| Regions Financial Corp | 1,798 | $390.1K | 0.00% | −2,324−56.4% | Reduced |
| KBC Group NV | 1,814 | $394.0K | 0.00% | −1,401−43.6% | Reduced |
| Venturi Wealth Management, LLC | 1,820 | $394.9K | 0.02% | −1,092−37.5% | Reduced |
| Asset Management One Co.,Ltd. | 1,829 | $396.9K | 0.00% | −14−0.8% | Reduced |
| Savant Capital, LLC | 1,842 | $399.8K | 0.00% | +565+44.2% | Added |
| Kinneret Advisory, LLC | 1,864 | $404.5K | 0.04% | −83−4.3% | Reduced |
| Maryland State Retirement & Pension System | 1,873 | $406.4K | 0.01% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 1,877 | $407.3K | 0.00% | −30−1.6% | Reduced |
| Oppenheimer Asset Management Inc. | 1,890 | $410.1K | 0.00% | +302+19.0% | Added |
| Pilgrim Partners Asia Pte Ltd | 1,900 | $412.3K | 0.17% | −900−32.1% | Reduced |
| Louisiana State Employees Retirement System | 1,900 | $412.3K | 0.01% | 00.0% | Unchanged |
| Krilogy Financial LLC | 1,792 | $415.5K | 0.01% | −2,130−54.3% | Reduced |
| Mutual Advisors, LLC | 1,940 | $421.0K | 0.01% | +198+11.4% | Added |
| BDFS Capital LLC | 1,943 | $421.7K | 0.20% | +246+14.5% | Added |
| Argent Capital Management LLC | 1,955 | $424.2K | 0.01% | 00.0% | Unchanged |
| Milestone Asset Management Group, LLC | 1,969 | $427.2K | 0.25% | −11−0.6% | Reduced |
| Norinchukin Bank, The | 1,985 | $430.7K | 0.01% | −11−0.6% | Reduced |
| Utah Retirement Systems | 2,007 | $435.5K | 0.00% | −4,210−67.7% | Reduced |
| Ethic Inc. | 2,009 | $435.9K | 0.01% | −984−32.9% | Reduced |
| Virginia Retirement Systems Et Al | 2,080 | $451.3K | 0.00% | −3,440−62.3% | Reduced |
| R Squared Ltd | 2,090 | $453.5K | 0.25% | +2,090 | New |
| Prospera Financial Services Inc | 2,087 | $453.8K | 0.01% | −59−2.7% | Reduced |
| Hartford Investment Management Co | 2,092 | $453.9K | 0.01% | −90−4.1% | Reduced |
| SkyView Investment Advisors, LLC | 2,019 | $454.0K | 0.06% | +112+5.9% | Added |
| Adage Capital Partners GP, L.L.C. | 2,100 | $455.7K | 0.00% | −21,700−91.2% | Reduced |
| Landscape Capital Management, L.L.C. | 2,120 | $460.0K | 0.03% | +2,120 | New |
| Everence Capital Management Inc | 2,139 | $464.0K | 0.03% | +2,139 | New |
| Seelaus Asset Management LLC | 2,145 | $465.4K | 0.34% | +135+6.7% | Added |
| Aviva PLC | 2,150 | $466.5K | 0.00% | +743+52.8% | Added |
| Private Advisor Group, LLC | 2,152 | $466.9K | 0.00% | +967+81.6% | Added |
| Concurrent Investment Advisors, LLC | 2,162 | $469.2K | 0.01% | −3,521−62.0% | Reduced |
| Credit Agricole S A | 2,181 | $473.3K | 0.00% | −6,386−74.5% | Reduced |
| Trail Ridge Investment Advisors, LLC | 2,200 | $477.4K | 0.21% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,238 | $485.6K | 0.07% | −10−0.4% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 2,239 | $485.8K | 0.00% | +2,239 | New |
| Mizuho Securities USA LLC | 2,243 | $486.7K | 0.01% | −484−17.7% | Reduced |
| Empirical Asset Management, LLC | 2,254 | $489.1K | 0.13% | +144+6.8% | Added |
| DnB Asset Management AS | 2,256 | $489.5K | 0.00% | +1,241+122.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 2,329 | $505.4K | 0.00% | +849+57.4% | Added |
| AE Wealth Management LLC | 2,334 | $506.5K | 0.00% | +764+48.7% | Added |
| Advisory Alpha, LLC | 2,352 | $510.4K | 0.01% | +680+40.7% | Added |
| Independent Advisor Alliance | 2,369 | $514.2K | 0.01% | +595+33.5% | Added |
| Eads & Heald Wealth Management | 2,376 | $515.6K | 0.26% | −646−21.4% | Reduced |
| Mather Group, LLC. | 2,387 | $518.0K | 0.01% | +2,387 | New |
| Connable Office Inc | 2,390 | $518.6K | 0.05% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 2,400 | $520.8K | 0.48% | +2,280+1,900.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 2,410 | $523.0K | 0.00% | +1,194+98.2% | Added |
| Kesler, Norman & Wride, LLC | 2,465 | $534.8K | 0.09% | −247−9.1% | Reduced |
| Blackstone Group Inc. | 2,491 | $540.5K | 0.00% | +2,491 | New |
| Portside Wealth Group, LLC | 2,492 | $540.8K | 0.07% | +892+55.8% | Added |
| D.B. Root & Company, LLC | 2,517 | $546.2K | 0.13% | +12+0.5% | Added |
| Gibbs Wealth Management | 2,517 | $546.2K | 0.07% | +2,517 | New |
| Henshaw Capital LLC | 2,518 | $546.3K | 0.02% | +14+0.6% | Added |
| Robertson Stephens Wealth Management, LLC | 2,524 | $547.7K | 0.02% | +10+0.4% | Added |
| Naples Global Advisors, LLC | 2,530 | $549.0K | 0.04% | −3,601−58.7% | Reduced |
| Knollwood Investment Advisory, LLC | 2,550 | $553.3K | 0.06% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 2,634 | $571.5K | 0.01% | +108+4.3% | Added |
| Integrated Wealth Concepts LLC | 2,641 | $573.1K | 0.00% | −394−13.0% | Reduced |
| Illinois Municipal Retirement Fund | 2,649 | $574.8K | 0.01% | −1,114−29.6% | Reduced |
| Colony Group, LLC | 2,653 | $575.3K | 0.00% | −4,004−60.1% | Reduced |
| Chicago Partners Investment Group LLC | 2,468 | $599.0K | 0.01% | +853+52.8% | Added |
| Bank of Nova Scotia | 2,790 | $605.4K | 0.00% | −1,048−27.3% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 2,792 | $605.8K | 0.25% | +561+25.1% | Added |
| Polymer Capital Management (US) LLC | 2,798 | $607.1K | 0.09% | +2,798 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,827 | $610.5K | 0.00% | −400−12.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 2,816 | $611.0K | 0.10% | +1,537+120.2% | Added |
| Radnor Capital Management, LLC | 2,820 | $611.9K | 0.09% | +195+7.4% | Added |
| Stiles Financial Services Inc | 2,830 | $614.1K | 0.19% | −873−23.6% | Reduced |
| Guardian Wealth Advisors, LLC | 2,843 | $616.9K | 0.35% | +892+45.7% | Added |
| Advyzon Investment Management, LLC | 2,870 | $622.7K | 0.06% | +2,870 | New |
| Sage Private Wealth Group, LLC | 2,873 | $623.4K | 0.31% | +653+29.4% | Added |
| Teachers Retirement System of the State of Kentucky | 2,892 | $627.0K | 0.00% | 00.0% | Unchanged |
| Spinnaker Trust | 2,902 | $629.7K | 0.03% | −20−0.7% | Reduced |