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 |
|---|---|---|---|---|---|
| Capital Management Corp | 42,781 | $9.28M | 1.59% | +42,781 | New |
| California State Teachers Retirement System | 42,573 | $9.24M | 0.01% | +6,805+19.0% | Added |
| Earnest Partners LLC | 41,739 | $9.06M | 0.04% | −9,859−19.1% | Reduced |
| Huntleigh Advisors, Inc. | 40,957 | $8.89M | 1.52% | +40,957 | New |
| Citigroup Inc | 39,032 | $8.47M | 0.01% | +7,347+23.2% | Added |
| Janney Montgomery Scott LLC | 38,193 | $8.29M | 0.02% | +17,296+82.8% | Added |
| Nomura Holdings Inc | 38,074 | $8.26M | 0.07% | +36,903+3,151.4% | Added |
| Van Eck Associates Corp | 35,966 | $7.80M | 0.01% | −5,656−13.6% | Reduced |
| Banyan Capital Management, Inc. | 34,827 | $7.56M | 3.26% | +34,827 | New |
| Vanguard Asset Management, Ltd | 34,533 | $7.49M | 0.01% | +34,533 | New |
| Creative Planning | 34,516 | $7.49M | 0.01% | +4,995+16.9% | Added |
| New York State Teachers Retirement System | 34,410 | $7.47M | 0.02% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 32,155 | $6.98M | 0.01% | −325−1.0% | Reduced |
| Moran Wealth Management, LLC | 31,705 | $6.88M | 0.21% | +16,342+106.4% | Added |
| Baker Avenue Asset Management, LP | 30,782 | $6.68M | 0.15% | +30,782 | New |
| Kingsview Wealth Management, LLC | 30,190 | $6.55M | 0.09% | +2,425+8.7% | Added |
| Franklin Resources Inc | 29,931 | $6.49M | 0.00% | +459+1.6% | Added |
| The PNC Financial Services Group, Inc. | 29,108 | $6.32M | 0.00% | +2,216+8.2% | Added |
| Canada Pension Plan Investment Board | 28,140 | $6.11M | 0.00% | +28,140 | New |
| State of Wisconsin Investment Board | 27,214 | $5.91M | 0.01% | +1,050+4.0% | Added |
| GHP Investment Advisors, Inc. | 27,210 | $5.90M | 0.24% | +2,676+10.9% | Added |
| Trexquant Investment LP | 27,071 | $5.87M | 0.04% | +14,187+110.1% | Added |
| Pathstone Holdings, LLC | 26,818 | $5.82M | 0.02% | +5,843+27.9% | Added |
| Manufacturers Life Insurance Company, The | 26,809 | $5.82M | 0.01% | −111,051−80.6% | Reduced |
| Mariner, LLC | 26,053 | $5.65M | 0.01% | −11,747−31.1% | Reduced |
| Compass Rose Asset Management, LP | 25,000 | $5.42M | 1.77% | +25,000 | New |
| Marks Group Wealth Management, Inc | 23,924 | $5.19M | 0.50% | +7,626+46.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 23,464 | $5.09M | 0.01% | +2,704+13.0% | Added |
| Hendershot Investments Inc. | 22,884 | $4.97M | 0.67% | +7,641+50.1% | Added |
| Yousif Capital Management, LLC | 22,651 | $4.92M | 0.06% | +2,735+13.7% | Added |
| AdvisorShares Investments LLC | 22,638 | $4.91M | 0.90% | −2,185−8.8% | Reduced |
| Caxton Associates LLP | 22,626 | $4.91M | 0.11% | +21,664+2,252.0% | Added |
| Kinsale Capital Group, Inc. | 22,418 | $4.86M | 0.78% | +4,669+26.3% | Added |
| Algert Global LLC | 22,110 | $4.80M | 0.07% | +3,580+19.3% | Added |
| New York State Common Retirement Fund | 21,927 | $4.76M | 0.01% | −2,000−8.4% | Reduced |
| Russell Investments Group, Ltd. | 21,773 | $4.73M | 0.01% | −6,567−23.2% | Reduced |
| Interval Partners, LP | 21,522 | $4.67M | 0.16% | −61,158−74.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 20,921 | $4.52M | 0.02% | −2,614−11.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 20,295 | $4.40M | 0.08% | +20,295 | New |
| Canoe Financial LP | 19,915 | $4.32M | 0.06% | −4,840−19.6% | Reduced |
| Hendley & Co Inc | 19,820 | $4.30M | 1.59% | +12,370+166.0% | Added |
| D. E. Shaw & Co., Inc. | 19,818 | $4.30M | 0.00% | +15,616+371.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 19,794 | $4.30M | 0.00% | −8,607−30.3% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 19,409 | $4.21M | 0.01% | −1,105−5.4% | Reduced |
| Truist Financial Corp | 19,362 | $4.20M | 0.01% | +113+0.6% | Added |
| XTX Topco Ltd | 19,180 | $4.16M | 0.07% | −9,548−33.2% | Reduced |
| Gateway Investment Advisers LLC | 19,143 | $4.15M | 0.05% | +11,604+153.9% | Added |
| Winton Group Ltd | 19,039 | $4.13M | 0.14% | +1,108+6.2% | Added |
| Prudential Financial Inc | 17,783 | $3.86M | 0.00% | +159+0.9% | Added |
| Wendell David Associates Inc | 17,656 | $3.83M | 0.42% | −1,870−9.6% | Reduced |
| Janus Henderson Group PLC | 17,305 | $3.75M | 0.00% | −893−4.9% | Reduced |
| Te Ahumairangi Investment Management Ltd | 17,157 | $3.72M | 0.62% | +16,867+5,816.2% | Added |
| Baird Financial Group, Inc. | 17,144 | $3.72M | 0.01% | −875−4.9% | Reduced |
| Quadrature Capital Ltd | 17,039 | $3.70M | 0.04% | +1,101+6.9% | Added |
| Militia Capital Management LLC | 16,640 | $3.61M | 0.81% | +16,640 | New |
| Allspring Global Investments Holdings, LLC | 15,794 | $3.55M | 0.01% | +10,682+209.0% | Added |
| Treasurer of the State of North Carolina | 16,030 | $3.48M | 0.01% | +342+2.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 15,993 | $3.47M | 0.03% | +157+1.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,982 | $3.47M | 0.01% | +3,967+33.0% | Added |
| APG Asset Management N.V. | 18,280 | $3.44M | 0.01% | −520−2.8% | Reduced |
| Birch Capital Management, LLC | 15,848 | $3.44M | 1.80% | +4,244+36.6% | Added |
| Great West Life Assurance Co | 15,698 | $3.41M | 0.01% | +368+2.4% | Added |
| Entropy Technologies, LP | 15,432 | $3.35M | 0.15% | +8,299+116.3% | Added |
| Papp L Roy & Associates | 15,381 | $3.34M | 0.38% | −2,193−12.5% | Reduced |
| CIBC Bancorp USA Inc. | 15,117 | $3.30M | 0.00% | +15,117 | New |
| Advisor Group Holdings, Inc. | 14,744 | $3.20M | 0.00% | +1,250+9.3% | Added |
| State of Tennessee, Treasury Department | 14,635 | $3.18M | 0.01% | +4,390+42.9% | Added |
| Cerity Partners LLC | 14,387 | $3.12M | 0.00% | −12,011−45.5% | Reduced |
| State of Alaska, Department of Revenue | 14,114 | $3.06M | 0.03% | 00.0% | Unchanged |
| Bannerstone Capital Management, LLC | 13,729 | $2.98M | 3.09% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 13,731 | $2.98M | 0.01% | +2,040+17.4% | Added |
| American Century Companies Inc | 13,392 | $2.91M | 0.00% | +2,323+21.0% | Added |
| Sanctuary Advisors, LLC | 13,002 | $2.82M | 0.02% | +126+1.0% | Added |
| Public Employees Retirement System of Ohio | 12,758 | $2.77M | 0.01% | −269−2.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 12,701 | $2.76M | 0.14% | +7,410+140.0% | Added |
| CastleKnight Management LP | 12,700 | $2.76M | 0.13% | +12,700 | New |
| State of New Jersey Common Pension Fund D | 12,692 | $2.75M | 0.01% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 12,643 | $2.74M | 0.00% | +6,392+102.3% | Added |
| CWM, LLC | 12,530 | $2.72M | 0.01% | −14,111−53.0% | Reduced |
| Regal Investment Advisors LLC | 12,207 | $2.65M | 0.15% | +4,726+63.2% | Added |
| Fifth Third Bancorp | 12,069 | $2.62M | 0.00% | +8,348+224.3% | Added |
| Verition Fund Management LLC | 12,067 | $2.62M | 0.03% | +6,164+104.4% | Added |
| Hunter Perkins Capital Management, LLC | 11,464 | $2.49M | 0.58% | +11,464 | New |
| Taylor Hoffman Capital Management LLC | 11,242 | $2.44M | 0.75% | +11,242 | New |
| Numerai GP LLC | 11,049 | $2.40M | 0.24% | +10,042+997.2% | Added |
| Nisa Investment Advisors, LLC | 11,038 | $2.40M | 0.01% | −2,409−17.9% | Reduced |
| Rockefeller Capital Management L.P. | 10,772 | $2.34M | 0.00% | −22,322−67.5% | Reduced |
| Bath Savings Trust Co | 10,736 | $2.33M | 0.25% | −7,507−41.2% | Reduced |
| Acadian Asset Management LLC | 10,717 | $2.32M | 0.00% | +10,717 | New |
| Total Wealth Planning & Management, Inc. | 10,607 | $2.30M | 1.82% | +8,648+441.4% | Added |
| Public Sector Pension Investment Board | 10,539 | $2.29M | 0.01% | +996+10.4% | Added |
| Toronto Dominion Bank | 10,364 | $2.25M | 0.00% | −871−7.8% | Reduced |
| Thrivent Financial for Lutherans | 10,263 | $2.23M | 0.00% | +6,391+165.1% | Added |
| Arizona State Retirement System | 10,193 | $2.21M | 0.01% | −346−3.3% | Reduced |
| National Bank of Canada | 10,143 | $2.20M | 0.00% | −16,160−61.4% | Reduced |
| Seizert Capital Partners, LLC | 10,124 | $2.20M | 0.10% | +10,124 | New |
| Czech National Bank | 10,104 | $2.19M | 0.01% | +227+2.3% | Added |
| CIBC World Markets Inc. | 10,047 | $2.18M | 0.00% | +1,925+23.7% | Added |
| Ameritas Investment Partners, Inc. | 9,827 | $2.13M | 0.07% | +4,435+82.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 9,750 | $2.06M | 0.02% | −597−5.8% | Reduced |