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 |
|---|---|---|---|---|---|
| Fieldview Capital Management, LLC | 2,943 | $638.6K | 0.19% | +684+30.3% | Added |
| Glenmede Trust Co NA | 2,958 | $641.9K | 0.00% | −50−1.7% | Reduced |
| Sequoia Financial Advisors, LLC | 2,959 | $642.1K | 0.00% | −810−21.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,980 | $646.7K | 0.00% | +176+6.3% | Added |
| GoalVest Advisory LLC | 3,000 | $651.0K | 0.13% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 3,024 | $656.2K | 0.00% | +145+5.0% | Added |
| United Capital Financial Advisers, LLC | 3,037 | $659.0K | 0.00% | +209+7.4% | Added |
| Arkadios Wealth Advisors | 3,046 | $660.9K | 0.01% | +161+5.6% | Added |
| denkapparat Operations GmbH | 3,088 | $670.1K | 0.28% | +1,098+55.2% | Added |
| Indivisible Partners | 3,094 | $671.3K | 0.06% | +3,094 | New |
| Mirabella Financial Services LLP | 3,142 | $681.8K | 0.07% | +2,404+325.7% | Added |
| Nicholas Hoffman & Company, LLC. | 3,148 | $683.1K | 0.02% | +3,148 | New |
| MOKAN Wealth Management Inc. | 3,190 | $693.1K | 0.31% | +3,190 | New |
| Ridgewood Investments LLC | 3,221 | $698.9K | 0.29% | +3,221 | New |
| Eurizon SLJ Capital Ltd | 3,461 | $707.9K | 0.34% | +3,461 | New |
| Mackenzie Financial Corp | 3,334 | $723.4K | 0.00% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 3,349 | $726.7K | 0.00% | +652+24.2% | Added |
| Coldstream Capital Management Inc | 3,375 | $732.4K | 0.01% | +1,372+68.5% | Added |
| GWM Advisors LLC | 3,399 | $737.6K | 0.00% | −1,648−32.7% | Reduced |
| IMC-Chicago, LLC | 3,409 | $739.7K | 0.01% | +3,409 | New |
| Commerce Bank | 3,423 | $742.8K | 0.00% | −784−18.6% | Reduced |
| Pacific Point Advisors, LLC | 3,455 | $749.8K | 0.40% | +144+4.3% | Added |
| Federation des caisses Desjardins du Quebec | 3,477 | $754.3K | 0.00% | +511+17.2% | Added |
| Standard Life Aberdeen plc | 3,547 | $769.7K | 0.00% | −24,162−87.2% | Reduced |
| Oak Thistle LLC | 3,555 | $771.4K | 0.07% | +3,555 | New |
| Azzad Asset Management Inc | 3,594 | $779.9K | 0.08% | −95−2.6% | Reduced |
| Evoke Wealth, LLC | 3,645 | $791.0K | 0.01% | −3,028−45.4% | Reduced |
| Global X Japan Co., Ltd. | 3,664 | $795.1K | 0.04% | +163+4.7% | Added |
| Sterling Capital Management LLC | 3,699 | $802.6K | 0.02% | −872−19.1% | Reduced |
| Dean Investment Associates, LLC | 3,731 | $809.6K | 0.11% | +1,852+98.6% | Added |
| Public Employees Retirement Association of Colorado | 3,750 | $814.0K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 3,783 | $821.0K | 0.00% | +297+8.5% | Added |
| Chicago Capital, LLC | 3,791 | $822.6K | 0.02% | +2,000+111.7% | Added |
| Mutual of America Capital Management LLC | 3,945 | $856.0K | 0.01% | −77−1.9% | Reduced |
| Longfellow Investment Management Co LLC | 4,000 | $868.0K | 0.18% | +4,000 | New |
| Penserra Capital Management LLC | 4,005 | $868.0K | 0.01% | +4,002+133,400.0% | Added |
| MML Investors Services, LLC | 4,031 | $874.7K | 0.00% | +1,032+34.4% | Added |
| Cascades Capital Asset Management, LLC | 4,042 | $877.1K | 0.37% | +10.0% | Added |
| LSV Asset Management | 4,080 | $885.0K | 0.00% | +4,080 | New |
| Warren Averett Asset Management, LLC | 4,099 | $889.4K | 0.01% | −2,830−40.8% | Reduced |
| Oregon Public Employees Retirement Fund | 4,248 | $921.8K | 0.01% | −56−1.3% | Reduced |
| Savvy Advisors, Inc. | 4,263 | $925.1K | 0.02% | +2,772+185.9% | Added |
| Sanibel Captiva Trust Company, Inc. | 4,283 | $929.4K | 0.03% | −185−4.1% | Reduced |
| Merit Financial Group, LLC | 4,303 | $933.7K | 0.01% | +106+2.5% | Added |
| Oppenheimer & Co Inc | 4,378 | $950.0K | 0.01% | +4,378 | New |
| Jones Financial Companies LLLP | 4,830 | $958.0K | 0.00% | +2,417+100.2% | Added |
| Xponance, Inc. | 4,444 | $964.3K | 0.01% | +807+22.2% | Added |
| Tower Research Capital LLC (TRC) | 4,462 | $968.2K | 0.03% | +2,287+105.1% | Added |
| Lafayette Investments, Inc. | 4,524 | $981.7K | 0.20% | +49+1.1% | Added |
| Advisory Services Network, LLC | 4,585 | $994.9K | 0.01% | +830+22.1% | Added |
| Skylands Capital, LLC | 4,700 | $1.02M | 0.13% | +4,700 | New |
| Ashton Thomas Private Wealth, LLC | 4,719 | $1.02M | 0.02% | +4,719 | New |
| Sepio Capital, LP | 4,861 | $1.05M | 0.06% | +1,309+36.9% | Added |
| Swiss Life Asset Management Ltd | 4,865 | $1.06M | 0.01% | −846−14.8% | Reduced |
| Caisse de Depot Et Placement du Quebec | 4,920 | $1.07M | 0.00% | +4,920 | New |
| Palisade Asset Management, LLC | 5,050 | $1.10M | 0.11% | −820−14.0% | Reduced |
| Scotia Capital Inc. | 5,168 | $1.12M | 0.00% | +5,168 | New |
| Toroso Investments, LLC | 5,172 | $1.12M | 0.00% | −677−11.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 5,250 | $1.14M | 0.06% | +5,250 | New |
| Victory Capital Management Inc | 5,362 | $1.16M | 0.00% | −6,652−55.4% | Reduced |
| Brinker Capital Investments, LLC | 5,369 | $1.16M | 0.01% | +3,715+224.6% | Added |
| ICW Investment Advisors LLC | 5,393 | $1.17M | 0.42% | +555+11.5% | Added |
| NEOS Investment Management LLC | 5,406 | $1.17M | 0.01% | +4,263+373.0% | Added |
| Resources Investment Advisors, LLC. | 5,431 | $1.18M | 0.01% | +68+1.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 5,442 | $1.18M | 0.00% | −393−6.7% | Reduced |
| Commonwealth Equity Services, LLC | 5,576 | $1.21M | 0.00% | −39−0.7% | Reduced |
| Core Alternative Capital | 5,669 | $1.23M | 0.36% | +77+1.4% | Added |
| Woodline Partners LP | 5,814 | $1.26M | 0.00% | +114+2.0% | Added |
| Taylor Frigon Capital Management LLC | 5,825 | $1.26M | 0.72% | −197−3.3% | Reduced |
| Neuberger Berman Group LLC | 5,969 | $1.30M | 0.00% | +1,423+31.3% | Added |
| Steward Partners Investment Advisory, LLC | 5,970 | $1.30M | 0.01% | +43+0.7% | Added |
| Bright Rock Capital Management, LLC | 6,000 | $1.30M | 0.26% | 00.0% | Unchanged |
| JustInvest LLC | 6,018 | $1.31M | 0.01% | −543−8.3% | Reduced |
| Third View Private Wealth, LLC | 6,087 | $1.32M | 0.18% | +446+7.9% | Added |
| New Age Alpha Advisors, LLC | 6,146 | $1.33M | 0.06% | −173−2.7% | Reduced |
| Ticino Wealth | 5,460 | $1.35M | 0.47% | −1,245−18.6% | Reduced |
| Coastal Bridge Advisors, LLC | 6,342 | $1.38M | 0.10% | −678−9.7% | Reduced |
| TD Asset Management Inc | 6,344 | $1.38M | 0.00% | −111−1.7% | Reduced |
| Nicholson Wealth Management Group, LLC | 6,344 | $1.38M | 0.80% | +19+0.3% | Added |
| Drucker Wealth 3.0, LLC | 6,422 | $1.39M | 0.24% | +4,183+186.8% | Added |
| Eukles Asset Management | 6,573 | $1.43M | 0.64% | −1,350−17.0% | Reduced |
| Cetera Investment Advisers | 6,815 | $1.48M | 0.00% | +997+17.1% | Added |
| Linden Thomas Advisory Services, LLC | 6,828 | $1.48M | 0.14% | −511−7.0% | Reduced |
| Wedbush Securities Inc | 6,839 | $1.48M | 0.04% | +2,230+48.4% | Added |
| Amalgamated Bank | 6,845 | $1.49M | 0.01% | −258−3.6% | Reduced |
| CI Private Wealth, LLC | 6,860 | $1.49M | 0.00% | +493+7.7% | Added |
| M&T Bank Corp | 6,916 | $1.50M | 0.00% | −50−0.7% | Reduced |
| Brown Advisory Inc | 7,056 | $1.53M | 0.00% | −24−0.3% | Reduced |
| Resona Asset Management Co.,Ltd. | 7,541 | $1.54M | 0.01% | +454+6.4% | Added |
| UniSuper Management Pty Ltd | 7,163 | $1.55M | 0.01% | +1,150+19.1% | Added |
| Morningstar Investment Management LLC | 7,299 | $1.58M | 0.10% | +4,234+138.1% | Added |
| Argo Wealth Advisory, LLC | 7,389 | $1.60M | 0.94% | +1,800+32.2% | Added |
| Voya Investment Management LLC | 7,410 | $1.61M | 0.00% | −9,587−56.4% | Reduced |
| Vident Advisory, LLC | 7,417 | $1.61M | 0.01% | +6,239+529.6% | Added |
| Allstate Corp | 7,424 | $1.61M | 0.02% | +5,502+286.3% | Added |
| Ensign Peak Advisors, Inc | 7,525 | $1.63M | 0.00% | −997−11.7% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 7,602 | $1.65M | 0.76% | +7,602 | New |
| O'Shaughnessy Asset Management, LLC | 7,725 | $1.68M | 0.01% | −449−5.5% | Reduced |
| Mercer Global Advisors Inc | 7,731 | $1.68M | 0.00% | −4,839−38.5% | Reduced |
| Poehling Capital Management, LLC | 7,877 | $1.71M | 0.36% | +7,877 | New |