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 |
|---|---|---|---|---|---|
| Compass Rose Asset Management, LP | 25,000 | $5.42M | 1.77% | +25,000 | New |
| Mariner, LLC | 26,053 | $5.65M | 0.01% | −11,747−31.1% | Reduced |
| Manufacturers Life Insurance Company, The | 26,809 | $5.82M | 0.01% | −111,051−80.6% | Reduced |
| Pathstone Holdings, LLC | 26,818 | $5.82M | 0.02% | +5,843+27.9% | Added |
| Trexquant Investment LP | 27,071 | $5.87M | 0.04% | +14,187+110.1% | Added |
| GHP Investment Advisors, Inc. | 27,210 | $5.90M | 0.24% | +2,676+10.9% | Added |
| State of Wisconsin Investment Board | 27,214 | $5.91M | 0.01% | +1,050+4.0% | Added |
| Canada Pension Plan Investment Board | 28,140 | $6.11M | 0.00% | +28,140 | New |
| The PNC Financial Services Group, Inc. | 29,108 | $6.32M | 0.00% | +2,216+8.2% | Added |
| Franklin Resources Inc | 29,931 | $6.49M | 0.00% | +459+1.6% | Added |
| Kingsview Wealth Management, LLC | 30,190 | $6.55M | 0.09% | +2,425+8.7% | Added |
| Baker Avenue Asset Management, LP | 30,782 | $6.68M | 0.15% | +30,782 | New |
| Moran Wealth Management, LLC | 31,705 | $6.88M | 0.21% | +16,342+106.4% | Added |
| State Board of Administration of Florida Retirement System | 32,155 | $6.98M | 0.01% | −325−1.0% | Reduced |
| New York State Teachers Retirement System | 34,410 | $7.47M | 0.02% | 00.0% | Unchanged |
| Creative Planning | 34,516 | $7.49M | 0.01% | +4,995+16.9% | Added |
| Vanguard Asset Management, Ltd | 34,533 | $7.49M | 0.01% | +34,533 | New |
| Banyan Capital Management, Inc. | 34,827 | $7.56M | 3.26% | +34,827 | New |
| Van Eck Associates Corp | 35,966 | $7.80M | 0.01% | −5,656−13.6% | Reduced |
| Nomura Holdings Inc | 38,074 | $8.26M | 0.07% | +36,903+3,151.4% | Added |
| Janney Montgomery Scott LLC | 38,193 | $8.29M | 0.02% | +17,296+82.8% | Added |
| Citigroup Inc | 39,032 | $8.47M | 0.01% | +7,347+23.2% | Added |
| Huntleigh Advisors, Inc. | 40,957 | $8.89M | 1.52% | +40,957 | New |
| Earnest Partners LLC | 41,739 | $9.06M | 0.04% | −9,859−19.1% | Reduced |
| California State Teachers Retirement System | 42,573 | $9.24M | 0.01% | +6,805+19.0% | Added |
| Capital Management Corp | 42,781 | $9.28M | 1.59% | +42,781 | New |
| Willis Investment Counsel | 42,824 | $9.29M | 0.51% | +19,822+86.2% | Added |
| American Capital Management Inc | 43,008 | $9.33M | 0.50% | −91,943−68.1% | Reduced |
| Systematic Financial Management LP | 43,489 | $9.44M | 0.22% | +43,489 | New |
| Squarepoint Ops LLC | 43,776 | $9.50M | 0.02% | +5,661+14.9% | Added |
| Principal Financial Group Inc | 45,209 | $9.81M | 0.01% | +2,137+5.0% | Added |
| Stifel Financial Corp | 45,208 | $9.81M | 0.01% | +1,270+2.9% | Added |
| Mattern Capital Management, LLC | 46,708 | $10.1M | 1.21% | +16,317+53.7% | Added |
| Capital Fund Management S.A. | 47,916 | $10.4M | 0.09% | −43,163−47.4% | Reduced |
| Jane Street Group, LLC | 48,133 | $10.4M | 0.01% | −112,674−70.1% | Reduced |
| Saybrook Capital | 48,299 | $10.5M | 2.82% | −3,108−6.0% | Reduced |
| First Trust Advisors LP | 48,457 | $10.5M | 0.01% | −172,554−78.1% | Reduced |
| Westwood Holdings Group Inc. | 52,450 | $11.4M | 0.08% | +52,450 | New |
| Monimus Capital Management, LP | 52,492 | $11.4M | 3.16% | +37,559+251.5% | Added |
| Running Oak Capital LLC | 53,212 | $11.5M | 1.56% | +9,798+22.6% | Added |
| LPL Financial LLC | 53,780 | $11.7M | 0.00% | −1,476−2.7% | Reduced |
| Price T Rowe Associates Inc | 54,767 | $11.9M | 0.00% | −865−1.6% | Reduced |
| Investment House LLC | 54,789 | $11.9M | 0.62% | +12,396+29.2% | Added |
| Financial Strategies Group, Inc. | 53,173 | $12.0M | 2.00% | +21,902+70.0% | Added |
| Alliancebernstein L.P. | 42,619 | $12.4M | 0.00% | −70,248−62.2% | Reduced |
| Millennium Management LLC | 58,443 | $12.7M | 0.01% | −65,943−53.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 58,856 | $12.8M | 0.01% | +431+0.7% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 62,575 | $13.6M | 0.02% | +2,986+5.0% | Added |
| Susquehanna International Group, LLP | 63,730 | $13.8M | 0.02% | +18,594+41.2% | Added |
| Royce & Associates LP | 65,139 | $14.1M | 0.14% | +65,139 | New |
| Sone Capital Management, LLC | 66,652 | $14.5M | 1.21% | −24,088−26.5% | Reduced |
| Ameriprise Financial Inc | 66,943 | $14.5M | 0.00% | +11,823+21.4% | Added |
| Quantinno Capital Management LP | 66,953 | $14.5M | 0.02% | +31,060+86.5% | Added |
| SG Americas Securities, LLC | 70,920 | $15.4M | 0.02% | +50,092+240.5% | Added |
| Distillate Capital Partners LLC | 72,849 | $15.8M | 0.83% | +22,569+44.9% | Added |
| Swiss National Bank | 73,360 | $15.9M | 0.01% | −1,160−1.6% | Reduced |
| California Public Employees Retirement System | 73,610 | $16.0M | 0.01% | −10,795−12.8% | Reduced |
| SEI Investments Co | 73,999 | $16.1M | 0.01% | −2,400−3.1% | Reduced |
| GW&K Investment Management, LLC | 74,842 | $16.2M | 0.14% | +74,785+131,201.8% | Added |
| Legal & General Group Plc | 77,426 | $16.8M | 0.00% | −87,960−53.2% | Reduced |
| Vanguard Global Advisers, LLC | 78,946 | $17.1M | 0.01% | +78,946 | New |
| Natixis Advisors, L.P. | 81,639 | $17.7M | 0.02% | −50.0% | Reduced |
| BNP Paribas Arbitrage, SA | 84,545 | $18.3M | 0.01% | +7,164+9.3% | Added |
| Rhumbline Advisers | 86,227 | $18.7M | 0.02% | +5,833+7.3% | Added |
| Man Group plc | 87,147 | $18.9M | 0.04% | +43,357+99.0% | Added |
| Ninety One North America, Inc. | 87,903 | $19.1M | 0.86% | +1,724+2.0% | Added |
| HSBC Holdings PLC | 89,781 | $19.3M | 0.01% | +20,996+30.5% | Added |
| Envestnet Asset Management Inc | 91,292 | $19.8M | 0.01% | +31,832+53.5% | Added |
| Amundi | 93,216 | $20.2M | 0.01% | −2,641−2.8% | Reduced |
| FMR LLC | 110,923 | $24.1M | 0.00% | +38,079+52.3% | Added |
| JPMorgan Chase & Co | 123,052 | $25.2M | 0.00% | −10,491−7.9% | Reduced |
| HighTower Advisors, LLC | 118,815 | $25.8M | 0.03% | +96,865+441.3% | Added |
| Barclays PLC | 129,150 | $28.0M | 0.01% | −23,103−15.2% | Reduced |
| Nuveen, LLC | 131,105 | $28.4M | 0.01% | +21,001+19.1% | Added |
| Nomura Asset Management Co Ltd | 135,083 | $29.3M | 0.08% | +8,672+6.9% | Added |
| Los Angeles Capital Management LLC | 135,250 | $29.3M | 0.12% | +135,071+75,458.7% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 135,376 | $29.4M | 0.25% | +13,503+11.1% | Added |
| UBS Asset Management Americas Inc | 137,688 | $29.9M | 0.01% | +360.0% | Added |
| HRT Financial LP | 146,652 | $31.8M | 0.08% | +88,577+152.5% | Added |
| Raymond James Financial Inc | 152,029 | $33.0M | 0.01% | +28,218+22.8% | Added |
| Everett Harris & Co | 152,737 | $33.1M | 0.43% | +7,353+5.1% | Added |
| Royal London Asset Management Ltd | 153,964 | $33.4M | 0.07% | −5,376−3.4% | Reduced |
| Voloridge Investment Management, LLC | 159,347 | $34.6M | 0.14% | +86,233+117.9% | Added |
| CBOE Vest Financial, LLC | 182,256 | $39.5M | 0.48% | +12,109+7.1% | Added |
| Ranmore Fund Management Ltd | 185,991 | $40.4M | 5.33% | +185,991 | New |
| McDonald Capital Investors Inc | 188,141 | $40.8M | 2.79% | +2,397+1.3% | Added |
| Royal Bank of Canada | 190,015 | $41.2M | 0.01% | +78,982+71.1% | Added |
| Deutsche Bank AG | 197,314 | $42.8M | 0.01% | +50,765+34.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 204,596 | $44.4M | 0.10% | +41,409+25.4% | Added |
| Vanguard Fiduciary Trust Co | 209,520 | $45.5M | 0.01% | +209,520 | New |
| Ariel Investments, LLC | 225,047 | $48.8M | 0.55% | +99,608+79.4% | Added |
| Yacktman Asset Management LP | 225,874 | $49.0M | 0.65% | +225,874 | New |
| Regents of the University of California | 226,375 | $49.1M | 1.63% | +122,611+118.2% | Added |
| Heron Bay Capital Management | 229,302 | $49.8M | 4.59% | +150,387+190.6% | Added |
| State of Michigan Retirement System | 244,523 | $53.1M | 0.28% | +205,288+523.2% | Added |
| Boston Trust Walden Corp | 255,804 | $55.5M | 0.46% | −24,455−8.7% | Reduced |
| Citadel Advisors LLC | 258,995 | $56.2M | 0.04% | −609,471−70.2% | Reduced |
| Fiera Capital Corp | 266,521 | $57.8M | 0.20% | −5,004−1.8% | Reduced |
| Gotham Asset Management, LLC | 273,279 | $59.3M | 0.18% | +109,797+67.2% | Added |
| Equity Investment Corp | 287,617 | $62.4M | 1.22% | +287,617 | New |