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 |
|---|---|---|---|---|---|
| Schonfeld Strategic Advisors LLC | 9,444 | $2.05M | 0.02% | −58,145−86.0% | Reduced |
| Vanguard Investments Australia, Ltd. | 9,425 | $2.05M | 0.01% | +9,425 | New |
| New York Life Investment Management LLC | 9,416 | $2.04M | 0.02% | +948+11.2% | Added |
| DekaBank Deutsche Girozentrale | 9,755 | $2.03M | 0.00% | 00.0% | Unchanged |
| Somerset Trust Co | 9,060 | $1.97M | 0.60% | +24+0.3% | Added |
| Rafferty Asset Management, LLC | 9,018 | $1.96M | 0.01% | −2,410−21.1% | Reduced |
| Aurora Investment Counsel | 9,006 | $1.95M | 1.08% | +2,139+31.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 8,549 | $1.95M | 0.00% | −12,354−59.1% | Reduced |
| Captrust Financial Advisors | 8,952 | $1.94M | 0.00% | −3,327−27.1% | Reduced |
| Guggenheim Capital LLC | 8,882 | $1.93M | 0.02% | +5,011+129.4% | Added |
| MetLife Investment Management | 8,783 | $1.91M | 0.01% | −313−3.4% | Reduced |
| AIMZ Investment Advisors, LLC | 8,780 | $1.91M | 0.59% | +105+1.2% | Added |
| Assenagon Asset Management S.A. | 8,694 | $1.89M | 0.00% | −18,761−68.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,642 | $1.88M | 0.01% | −70−0.8% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 8,501 | $1.84M | 0.24% | +1,049+14.1% | Added |
| Banco Santander, S.A. | 8,471 | $1.84M | 0.01% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 8,406 | $1.82M | 0.00% | +488+6.2% | 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 |
| SRS Capital Advisors, Inc. | 8,330 | $1.81M | 0.05% | +8,101+3,537.6% | Added |
| KLP Kapitalforvaltning AS | 8,280 | $1.80M | 0.01% | 00.0% | Unchanged |
| US Bancorp | 8,153 | $1.77M | 0.00% | −688−7.8% | Reduced |
| Atria Investments LLC | 8,123 | $1.76M | 0.02% | +364+4.7% | Added |
| Dark Forest Capital Management LP | 8,103 | $1.76M | 0.16% | +8,103 | New |
| Omers Administration Corp | 8,090 | $1.76M | 0.01% | +6,680+473.8% | Added |
| Retirement Systems of Alabama | 7,878 | $1.71M | 0.01% | −89−1.1% | Reduced |
| Poehling Capital Management, LLC | 7,877 | $1.71M | 0.36% | +7,877 | New |
| Mercer Global Advisors Inc | 7,731 | $1.68M | 0.00% | −4,839−38.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 7,725 | $1.68M | 0.01% | −449−5.5% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 7,602 | $1.65M | 0.76% | +7,602 | New |
| Ensign Peak Advisors, Inc | 7,525 | $1.63M | 0.00% | −997−11.7% | Reduced |
| Allstate Corp | 7,424 | $1.61M | 0.02% | +5,502+286.3% | Added |
| Vident Advisory, LLC | 7,417 | $1.61M | 0.01% | +6,239+529.6% | Added |
| Voya Investment Management LLC | 7,410 | $1.61M | 0.00% | −9,587−56.4% | Reduced |
| Argo Wealth Advisory, LLC | 7,389 | $1.60M | 0.94% | +1,800+32.2% | Added |
| Morningstar Investment Management LLC | 7,299 | $1.58M | 0.10% | +4,234+138.1% | Added |
| UniSuper Management Pty Ltd | 7,163 | $1.55M | 0.01% | +1,150+19.1% | Added |
| Resona Asset Management Co.,Ltd. | 7,541 | $1.54M | 0.01% | +454+6.4% | Added |
| Brown Advisory Inc | 7,056 | $1.53M | 0.00% | −24−0.3% | Reduced |
| M&T Bank Corp | 6,916 | $1.50M | 0.00% | −50−0.7% | Reduced |
| CI Private Wealth, LLC | 6,860 | $1.49M | 0.00% | +493+7.7% | Added |
| Amalgamated Bank | 6,845 | $1.49M | 0.01% | −258−3.6% | Reduced |
| Wedbush Securities Inc | 6,839 | $1.48M | 0.04% | +2,230+48.4% | Added |
| Linden Thomas Advisory Services, LLC | 6,828 | $1.48M | 0.14% | −511−7.0% | Reduced |
| Cetera Investment Advisers | 6,815 | $1.48M | 0.00% | +997+17.1% | Added |
| Eukles Asset Management | 6,573 | $1.43M | 0.64% | −1,350−17.0% | Reduced |
| Drucker Wealth 3.0, LLC | 6,422 | $1.39M | 0.24% | +4,183+186.8% | Added |
| Nicholson Wealth Management Group, LLC | 6,344 | $1.38M | 0.80% | +19+0.3% | Added |
| TD Asset Management Inc | 6,344 | $1.38M | 0.00% | −111−1.7% | Reduced |
| Coastal Bridge Advisors, LLC | 6,342 | $1.38M | 0.10% | −678−9.7% | Reduced |
| Ticino Wealth | 5,460 | $1.35M | 0.47% | −1,245−18.6% | Reduced |
| New Age Alpha Advisors, LLC | 6,146 | $1.33M | 0.06% | −173−2.7% | Reduced |
| Third View Private Wealth, LLC | 6,087 | $1.32M | 0.18% | +446+7.9% | Added |
| JustInvest LLC | 6,018 | $1.31M | 0.01% | −543−8.3% | Reduced |
| Bright Rock Capital Management, LLC | 6,000 | $1.30M | 0.26% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,970 | $1.30M | 0.01% | +43+0.7% | Added |
| Neuberger Berman Group LLC | 5,969 | $1.30M | 0.00% | +1,423+31.3% | Added |
| Taylor Frigon Capital Management LLC | 5,825 | $1.26M | 0.72% | −197−3.3% | Reduced |
| Woodline Partners LP | 5,814 | $1.26M | 0.00% | +114+2.0% | Added |
| Core Alternative Capital | 5,669 | $1.23M | 0.36% | +77+1.4% | Added |
| Commonwealth Equity Services, LLC | 5,576 | $1.21M | 0.00% | −39−0.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 5,442 | $1.18M | 0.00% | −393−6.7% | Reduced |
| Resources Investment Advisors, LLC. | 5,431 | $1.18M | 0.01% | +68+1.3% | Added |
| NEOS Investment Management LLC | 5,406 | $1.17M | 0.01% | +4,263+373.0% | Added |
| ICW Investment Advisors LLC | 5,393 | $1.17M | 0.42% | +555+11.5% | Added |
| Brinker Capital Investments, LLC | 5,369 | $1.16M | 0.01% | +3,715+224.6% | Added |
| Victory Capital Management Inc | 5,362 | $1.16M | 0.00% | −6,652−55.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 5,250 | $1.14M | 0.06% | +5,250 | New |
| Toroso Investments, LLC | 5,172 | $1.12M | 0.00% | −677−11.6% | Reduced |
| Scotia Capital Inc. | 5,168 | $1.12M | 0.00% | +5,168 | New |
| Palisade Asset Management, LLC | 5,050 | $1.10M | 0.11% | −820−14.0% | Reduced |
| Caisse de Depot Et Placement du Quebec | 4,920 | $1.07M | 0.00% | +4,920 | New |
| Swiss Life Asset Management Ltd | 4,865 | $1.06M | 0.01% | −846−14.8% | Reduced |
| Sepio Capital, LP | 4,861 | $1.05M | 0.06% | +1,309+36.9% | Added |
| Ashton Thomas Private Wealth, LLC | 4,719 | $1.02M | 0.02% | +4,719 | New |
| Skylands Capital, LLC | 4,700 | $1.02M | 0.13% | +4,700 | New |
| Advisory Services Network, LLC | 4,585 | $994.9K | 0.01% | +830+22.1% | Added |
| Lafayette Investments, Inc. | 4,524 | $981.7K | 0.20% | +49+1.1% | Added |
| Tower Research Capital LLC (TRC) | 4,462 | $968.2K | 0.03% | +2,287+105.1% | Added |
| Xponance, Inc. | 4,444 | $964.3K | 0.01% | +807+22.2% | Added |
| Jones Financial Companies LLLP | 4,830 | $958.0K | 0.00% | +2,417+100.2% | Added |
| Oppenheimer & Co Inc | 4,378 | $950.0K | 0.01% | +4,378 | New |
| Merit Financial Group, LLC | 4,303 | $933.7K | 0.01% | +106+2.5% | Added |
| Sanibel Captiva Trust Company, Inc. | 4,283 | $929.4K | 0.03% | −185−4.1% | Reduced |
| Savvy Advisors, Inc. | 4,263 | $925.1K | 0.02% | +2,772+185.9% | Added |
| Oregon Public Employees Retirement Fund | 4,248 | $921.8K | 0.01% | −56−1.3% | Reduced |
| Warren Averett Asset Management, LLC | 4,099 | $889.4K | 0.01% | −2,830−40.8% | Reduced |
| LSV Asset Management | 4,080 | $885.0K | 0.00% | +4,080 | New |
| Cascades Capital Asset Management, LLC | 4,042 | $877.1K | 0.37% | +10.0% | Added |
| MML Investors Services, LLC | 4,031 | $874.7K | 0.00% | +1,032+34.4% | Added |
| Penserra Capital Management LLC | 4,005 | $868.0K | 0.01% | +4,002+133,400.0% | Added |
| Longfellow Investment Management Co LLC | 4,000 | $868.0K | 0.18% | +4,000 | New |
| Mutual of America Capital Management LLC | 3,945 | $856.0K | 0.01% | −77−1.9% | Reduced |
| Chicago Capital, LLC | 3,791 | $822.6K | 0.02% | +2,000+111.7% | Added |
| Pacer Advisors, Inc. | 3,783 | $821.0K | 0.00% | +297+8.5% | Added |
| Public Employees Retirement Association of Colorado | 3,750 | $814.0K | 0.00% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 3,731 | $809.6K | 0.11% | +1,852+98.6% | Added |
| Sterling Capital Management LLC | 3,699 | $802.6K | 0.02% | −872−19.1% | Reduced |
| Global X Japan Co., Ltd. | 3,664 | $795.1K | 0.04% | +163+4.7% | Added |
| Evoke Wealth, LLC | 3,645 | $791.0K | 0.01% | −3,028−45.4% | Reduced |