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 |
|---|---|---|---|---|---|
| Retirement Systems of Alabama | 7,878 | $1.71M | 0.01% | −89−1.1% | Reduced |
| Omers Administration Corp | 8,090 | $1.76M | 0.01% | +6,680+473.8% | Added |
| Dark Forest Capital Management LP | 8,103 | $1.76M | 0.16% | +8,103 | New |
| Atria Investments LLC | 8,123 | $1.76M | 0.02% | +364+4.7% | Added |
| US Bancorp | 8,153 | $1.77M | 0.00% | −688−7.8% | Reduced |
| KLP Kapitalforvaltning AS | 8,280 | $1.80M | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 8,330 | $1.81M | 0.05% | +8,101+3,537.6% | Added |
| CIBC Asset Management Inc | 8,351 | $1.81M | 0.00% | +5+0.1% | Added |
| Summit Trail Advisors, LLC | 8,351 | $1.81M | 0.03% | +2,789+50.1% | Added |
| Pictet Asset Management Holding SA | 8,406 | $1.82M | 0.00% | +488+6.2% | Added |
| Banco Santander, S.A. | 8,471 | $1.84M | 0.01% | 00.0% | Unchanged |
| Parr McKnight Wealth Management Group, LLC | 8,501 | $1.84M | 0.24% | +1,049+14.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,642 | $1.88M | 0.01% | −70−0.8% | Reduced |
| Assenagon Asset Management S.A. | 8,694 | $1.89M | 0.00% | −18,761−68.3% | Reduced |
| AIMZ Investment Advisors, LLC | 8,780 | $1.91M | 0.59% | +105+1.2% | Added |
| MetLife Investment Management | 8,783 | $1.91M | 0.01% | −313−3.4% | Reduced |
| Guggenheim Capital LLC | 8,882 | $1.93M | 0.02% | +5,011+129.4% | Added |
| Captrust Financial Advisors | 8,952 | $1.94M | 0.00% | −3,327−27.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 8,549 | $1.95M | 0.00% | −12,354−59.1% | Reduced |
| Aurora Investment Counsel | 9,006 | $1.95M | 1.08% | +2,139+31.1% | Added |
| Rafferty Asset Management, LLC | 9,018 | $1.96M | 0.01% | −2,410−21.1% | Reduced |
| Somerset Trust Co | 9,060 | $1.97M | 0.60% | +24+0.3% | Added |
| DekaBank Deutsche Girozentrale | 9,755 | $2.03M | 0.00% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 9,416 | $2.04M | 0.02% | +948+11.2% | Added |
| Vanguard Investments Australia, Ltd. | 9,425 | $2.05M | 0.01% | +9,425 | New |
| Schonfeld Strategic Advisors LLC | 9,444 | $2.05M | 0.02% | −58,145−86.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 9,750 | $2.06M | 0.02% | −597−5.8% | Reduced |
| Ameritas Investment Partners, Inc. | 9,827 | $2.13M | 0.07% | +4,435+82.3% | Added |
| CIBC World Markets Inc. | 10,047 | $2.18M | 0.00% | +1,925+23.7% | Added |
| Czech National Bank | 10,104 | $2.19M | 0.01% | +227+2.3% | Added |
| Seizert Capital Partners, LLC | 10,124 | $2.20M | 0.10% | +10,124 | New |
| National Bank of Canada | 10,143 | $2.20M | 0.00% | −16,160−61.4% | Reduced |
| Arizona State Retirement System | 10,193 | $2.21M | 0.01% | −346−3.3% | Reduced |
| Thrivent Financial for Lutherans | 10,263 | $2.23M | 0.00% | +6,391+165.1% | Added |
| Toronto Dominion Bank | 10,364 | $2.25M | 0.00% | −871−7.8% | Reduced |
| Public Sector Pension Investment Board | 10,539 | $2.29M | 0.01% | +996+10.4% | Added |
| Total Wealth Planning & Management, Inc. | 10,607 | $2.30M | 1.82% | +8,648+441.4% | Added |
| Acadian Asset Management LLC | 10,717 | $2.32M | 0.00% | +10,717 | New |
| Bath Savings Trust Co | 10,736 | $2.33M | 0.25% | −7,507−41.2% | Reduced |
| Rockefeller Capital Management L.P. | 10,772 | $2.34M | 0.00% | −22,322−67.5% | Reduced |
| Nisa Investment Advisors, LLC | 11,038 | $2.40M | 0.01% | −2,409−17.9% | Reduced |
| Numerai GP LLC | 11,049 | $2.40M | 0.24% | +10,042+997.2% | Added |
| Taylor Hoffman Capital Management LLC | 11,242 | $2.44M | 0.75% | +11,242 | New |
| Hunter Perkins Capital Management, LLC | 11,464 | $2.49M | 0.58% | +11,464 | New |
| Verition Fund Management LLC | 12,067 | $2.62M | 0.03% | +6,164+104.4% | Added |
| Fifth Third Bancorp | 12,069 | $2.62M | 0.00% | +8,348+224.3% | Added |
| Regal Investment Advisors LLC | 12,207 | $2.65M | 0.15% | +4,726+63.2% | Added |
| CWM, LLC | 12,530 | $2.72M | 0.01% | −14,111−53.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 12,643 | $2.74M | 0.00% | +6,392+102.3% | Added |
| State of New Jersey Common Pension Fund D | 12,692 | $2.75M | 0.01% | 00.0% | Unchanged |
| CastleKnight Management LP | 12,700 | $2.76M | 0.13% | +12,700 | New |
| Meiji Yasuda Asset Management Co Ltd. | 12,701 | $2.76M | 0.14% | +7,410+140.0% | Added |
| Public Employees Retirement System of Ohio | 12,758 | $2.77M | 0.01% | −269−2.1% | Reduced |
| Sanctuary Advisors, LLC | 13,002 | $2.82M | 0.02% | +126+1.0% | Added |
| American Century Companies Inc | 13,392 | $2.91M | 0.00% | +2,323+21.0% | Added |
| Handelsbanken Fonder AB | 13,731 | $2.98M | 0.01% | +2,040+17.4% | Added |
| Bannerstone Capital Management, LLC | 13,729 | $2.98M | 3.09% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 14,114 | $3.06M | 0.03% | 00.0% | Unchanged |
| Cerity Partners LLC | 14,387 | $3.12M | 0.00% | −12,011−45.5% | Reduced |
| State of Tennessee, Treasury Department | 14,635 | $3.18M | 0.01% | +4,390+42.9% | Added |
| Advisor Group Holdings, Inc. | 14,744 | $3.20M | 0.00% | +1,250+9.3% | Added |
| CIBC Bancorp USA Inc. | 15,117 | $3.30M | 0.00% | +15,117 | New |
| Papp L Roy & Associates | 15,381 | $3.34M | 0.38% | −2,193−12.5% | Reduced |
| Entropy Technologies, LP | 15,432 | $3.35M | 0.15% | +8,299+116.3% | Added |
| Great West Life Assurance Co | 15,698 | $3.41M | 0.01% | +368+2.4% | Added |
| Birch Capital Management, LLC | 15,848 | $3.44M | 1.80% | +4,244+36.6% | Added |
| APG Asset Management N.V. | 18,280 | $3.44M | 0.01% | −520−2.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,982 | $3.47M | 0.01% | +3,967+33.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 15,993 | $3.47M | 0.03% | +157+1.0% | Added |
| Treasurer of the State of North Carolina | 16,030 | $3.48M | 0.01% | +342+2.2% | Added |
| Allspring Global Investments Holdings, LLC | 15,794 | $3.55M | 0.01% | +10,682+209.0% | Added |
| Militia Capital Management LLC | 16,640 | $3.61M | 0.81% | +16,640 | New |
| Quadrature Capital Ltd | 17,039 | $3.70M | 0.04% | +1,101+6.9% | Added |
| Baird Financial Group, Inc. | 17,144 | $3.72M | 0.01% | −875−4.9% | Reduced |
| Te Ahumairangi Investment Management Ltd | 17,157 | $3.72M | 0.62% | +16,867+5,816.2% | Added |
| Janus Henderson Group PLC | 17,305 | $3.75M | 0.00% | −893−4.9% | Reduced |
| Wendell David Associates Inc | 17,656 | $3.83M | 0.42% | −1,870−9.6% | Reduced |
| Prudential Financial Inc | 17,783 | $3.86M | 0.00% | +159+0.9% | Added |
| Winton Group Ltd | 19,039 | $4.13M | 0.14% | +1,108+6.2% | Added |
| Gateway Investment Advisers LLC | 19,143 | $4.15M | 0.05% | +11,604+153.9% | Added |
| XTX Topco Ltd | 19,180 | $4.16M | 0.07% | −9,548−33.2% | Reduced |
| Truist Financial Corp | 19,362 | $4.20M | 0.01% | +113+0.6% | Added |
| Chevy Chase Trust Holdings, Inc. | 19,409 | $4.21M | 0.01% | −1,105−5.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 19,794 | $4.30M | 0.00% | −8,607−30.3% | Reduced |
| D. E. Shaw & Co., Inc. | 19,818 | $4.30M | 0.00% | +15,616+371.6% | Added |
| Hendley & Co Inc | 19,820 | $4.30M | 1.59% | +12,370+166.0% | Added |
| Canoe Financial LP | 19,915 | $4.32M | 0.06% | −4,840−19.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 20,295 | $4.40M | 0.08% | +20,295 | New |
| Wiley Bros.-Aintree Capital, LLC | 20,921 | $4.52M | 0.02% | −2,614−11.1% | Reduced |
| Interval Partners, LP | 21,522 | $4.67M | 0.16% | −61,158−74.0% | Reduced |
| Russell Investments Group, Ltd. | 21,773 | $4.73M | 0.01% | −6,567−23.2% | Reduced |
| New York State Common Retirement Fund | 21,927 | $4.76M | 0.01% | −2,000−8.4% | Reduced |
| Algert Global LLC | 22,110 | $4.80M | 0.07% | +3,580+19.3% | Added |
| Kinsale Capital Group, Inc. | 22,418 | $4.86M | 0.78% | +4,669+26.3% | Added |
| Caxton Associates LLP | 22,626 | $4.91M | 0.11% | +21,664+2,252.0% | Added |
| AdvisorShares Investments LLC | 22,638 | $4.91M | 0.90% | −2,185−8.8% | Reduced |
| Yousif Capital Management, LLC | 22,651 | $4.92M | 0.06% | +2,735+13.7% | Added |
| Hendershot Investments Inc. | 22,884 | $4.97M | 0.67% | +7,641+50.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 23,464 | $5.09M | 0.01% | +2,704+13.0% | Added |
| Marks Group Wealth Management, Inc | 23,924 | $5.19M | 0.50% | +7,626+46.8% | Added |