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 |
|---|---|---|---|---|---|
| Azzad Asset Management Inc | 3,594 | $779.9K | 0.08% | −95−2.6% | Reduced |
| Oak Thistle LLC | 3,555 | $771.4K | 0.07% | +3,555 | New |
| Standard Life Aberdeen plc | 3,547 | $769.7K | 0.00% | −24,162−87.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,477 | $754.3K | 0.00% | +511+17.2% | Added |
| Pacific Point Advisors, LLC | 3,455 | $749.8K | 0.40% | +144+4.3% | Added |
| Commerce Bank | 3,423 | $742.8K | 0.00% | −784−18.6% | Reduced |
| IMC-Chicago, LLC | 3,409 | $739.7K | 0.01% | +3,409 | New |
| GWM Advisors LLC | 3,399 | $737.6K | 0.00% | −1,648−32.7% | Reduced |
| Coldstream Capital Management Inc | 3,375 | $732.4K | 0.01% | +1,372+68.5% | Added |
| HB Wealth Management, LLC | 3,349 | $726.7K | 0.00% | +652+24.2% | Added |
| Mackenzie Financial Corp | 3,334 | $723.4K | 0.00% | 00.0% | Unchanged |
| Eurizon SLJ Capital Ltd | 3,461 | $707.9K | 0.34% | +3,461 | New |
| Ridgewood Investments LLC | 3,221 | $698.9K | 0.29% | +3,221 | New |
| MOKAN Wealth Management Inc. | 3,190 | $693.1K | 0.31% | +3,190 | New |
| Nicholas Hoffman & Company, LLC. | 3,148 | $683.1K | 0.02% | +3,148 | New |
| Mirabella Financial Services LLP | 3,142 | $681.8K | 0.07% | +2,404+325.7% | Added |
| Indivisible Partners | 3,094 | $671.3K | 0.06% | +3,094 | New |
| denkapparat Operations GmbH | 3,088 | $670.1K | 0.28% | +1,098+55.2% | Added |
| Arkadios Wealth Advisors | 3,046 | $660.9K | 0.01% | +161+5.6% | Added |
| United Capital Financial Advisers, LLC | 3,037 | $659.0K | 0.00% | +209+7.4% | Added |
| Daiwa Securities Group Inc. | 3,024 | $656.2K | 0.00% | +145+5.0% | Added |
| GoalVest Advisory LLC | 3,000 | $651.0K | 0.13% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,980 | $646.7K | 0.00% | +176+6.3% | Added |
| Sequoia Financial Advisors, LLC | 2,959 | $642.1K | 0.00% | −810−21.5% | Reduced |
| Glenmede Trust Co NA | 2,958 | $641.9K | 0.00% | −50−1.7% | Reduced |
| Fieldview Capital Management, LLC | 2,943 | $638.6K | 0.19% | +684+30.3% | Added |
| Spinnaker Trust | 2,902 | $629.7K | 0.03% | −20−0.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 2,892 | $627.0K | 0.00% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 2,873 | $623.4K | 0.31% | +653+29.4% | Added |
| Advyzon Investment Management, LLC | 2,870 | $622.7K | 0.06% | +2,870 | New |
| Guardian Wealth Advisors, LLC | 2,843 | $616.9K | 0.35% | +892+45.7% | Added |
| Stiles Financial Services Inc | 2,830 | $614.1K | 0.19% | −873−23.6% | Reduced |
| Radnor Capital Management, LLC | 2,820 | $611.9K | 0.09% | +195+7.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 2,816 | $611.0K | 0.10% | +1,537+120.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,827 | $610.5K | 0.00% | −400−12.4% | Reduced |
| Polymer Capital Management (US) LLC | 2,798 | $607.1K | 0.09% | +2,798 | New |
| Mitchell & Pahl Private Wealth, LLC | 2,792 | $605.8K | 0.25% | +561+25.1% | Added |
| Bank of Nova Scotia | 2,790 | $605.4K | 0.00% | −1,048−27.3% | Reduced |
| Chicago Partners Investment Group LLC | 2,468 | $599.0K | 0.01% | +853+52.8% | Added |
| Colony Group, LLC | 2,653 | $575.3K | 0.00% | −4,004−60.1% | Reduced |
| Illinois Municipal Retirement Fund | 2,649 | $574.8K | 0.01% | −1,114−29.6% | Reduced |
| Integrated Wealth Concepts LLC | 2,641 | $573.1K | 0.00% | −394−13.0% | Reduced |
| Mission Wealth Management, LP | 2,634 | $571.5K | 0.01% | +108+4.3% | Added |
| Knollwood Investment Advisory, LLC | 2,550 | $553.3K | 0.06% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 2,530 | $549.0K | 0.04% | −3,601−58.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 2,524 | $547.7K | 0.02% | +10+0.4% | Added |
| Henshaw Capital LLC | 2,518 | $546.3K | 0.02% | +14+0.6% | Added |
| Gibbs Wealth Management | 2,517 | $546.2K | 0.07% | +2,517 | New |
| D.B. Root & Company, LLC | 2,517 | $546.2K | 0.13% | +12+0.5% | Added |
| Portside Wealth Group, LLC | 2,492 | $540.8K | 0.07% | +892+55.8% | Added |
| Blackstone Group Inc. | 2,491 | $540.5K | 0.00% | +2,491 | New |
| Kesler, Norman & Wride, LLC | 2,465 | $534.8K | 0.09% | −247−9.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,410 | $523.0K | 0.00% | +1,194+98.2% | Added |
| Board of the Pension Protection Fund | 2,400 | $520.8K | 0.48% | +2,280+1,900.0% | Added |
| Connable Office Inc | 2,390 | $518.6K | 0.05% | 00.0% | Unchanged |
| Mather Group, LLC. | 2,387 | $518.0K | 0.01% | +2,387 | New |
| Eads & Heald Wealth Management | 2,376 | $515.6K | 0.26% | −646−21.4% | Reduced |
| Independent Advisor Alliance | 2,369 | $514.2K | 0.01% | +595+33.5% | Added |
| Advisory Alpha, LLC | 2,352 | $510.4K | 0.01% | +680+40.7% | Added |
| AE Wealth Management LLC | 2,334 | $506.5K | 0.00% | +764+48.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 2,329 | $505.4K | 0.00% | +849+57.4% | Added |
| DnB Asset Management AS | 2,256 | $489.5K | 0.00% | +1,241+122.3% | Added |
| Empirical Asset Management, LLC | 2,254 | $489.1K | 0.13% | +144+6.8% | Added |
| Mizuho Securities USA LLC | 2,243 | $486.7K | 0.01% | −484−17.7% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 2,239 | $485.8K | 0.00% | +2,239 | New |
| Manchester Capital Management LLC | 2,238 | $485.6K | 0.07% | −10−0.4% | Reduced |
| Trail Ridge Investment Advisors, LLC | 2,200 | $477.4K | 0.21% | 00.0% | Unchanged |
| Credit Agricole S A | 2,181 | $473.3K | 0.00% | −6,386−74.5% | Reduced |
| Concurrent Investment Advisors, LLC | 2,162 | $469.2K | 0.01% | −3,521−62.0% | Reduced |
| Private Advisor Group, LLC | 2,152 | $466.9K | 0.00% | +967+81.6% | Added |
| Aviva PLC | 2,150 | $466.5K | 0.00% | +743+52.8% | Added |
| Seelaus Asset Management LLC | 2,145 | $465.4K | 0.34% | +135+6.7% | Added |
| Everence Capital Management Inc | 2,139 | $464.0K | 0.03% | +2,139 | New |
| Landscape Capital Management, L.L.C. | 2,120 | $460.0K | 0.03% | +2,120 | New |
| Adage Capital Partners GP, L.L.C. | 2,100 | $455.7K | 0.00% | −21,700−91.2% | Reduced |
| SkyView Investment Advisors, LLC | 2,019 | $454.0K | 0.06% | +112+5.9% | Added |
| Hartford Investment Management Co | 2,092 | $453.9K | 0.01% | −90−4.1% | Reduced |
| Prospera Financial Services Inc | 2,087 | $453.8K | 0.01% | −59−2.7% | Reduced |
| R Squared Ltd | 2,090 | $453.5K | 0.25% | +2,090 | New |
| Virginia Retirement Systems Et Al | 2,080 | $451.3K | 0.00% | −3,440−62.3% | Reduced |
| Ethic Inc. | 2,009 | $435.9K | 0.01% | −984−32.9% | Reduced |
| Utah Retirement Systems | 2,007 | $435.5K | 0.00% | −4,210−67.7% | Reduced |
| Norinchukin Bank, The | 1,985 | $430.7K | 0.01% | −11−0.6% | Reduced |
| Milestone Asset Management Group, LLC | 1,969 | $427.2K | 0.25% | −11−0.6% | Reduced |
| Argent Capital Management LLC | 1,955 | $424.2K | 0.01% | 00.0% | Unchanged |
| BDFS Capital LLC | 1,943 | $421.7K | 0.20% | +246+14.5% | Added |
| Mutual Advisors, LLC | 1,940 | $421.0K | 0.01% | +198+11.4% | Added |
| Krilogy Financial LLC | 1,792 | $415.5K | 0.01% | −2,130−54.3% | Reduced |
| Pilgrim Partners Asia Pte Ltd | 1,900 | $412.3K | 0.17% | −900−32.1% | Reduced |
| Louisiana State Employees Retirement System | 1,900 | $412.3K | 0.01% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 1,890 | $410.1K | 0.00% | +302+19.0% | Added |
| Valmark Advisers, Inc. | 1,877 | $407.3K | 0.00% | −30−1.6% | Reduced |
| Maryland State Retirement & Pension System | 1,873 | $406.4K | 0.01% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 1,864 | $404.5K | 0.04% | −83−4.3% | Reduced |
| Savant Capital, LLC | 1,842 | $399.8K | 0.00% | +565+44.2% | Added |
| Asset Management One Co.,Ltd. | 1,829 | $396.9K | 0.00% | −14−0.8% | Reduced |
| Venturi Wealth Management, LLC | 1,820 | $394.9K | 0.02% | −1,092−37.5% | Reduced |
| KBC Group NV | 1,814 | $394.0K | 0.00% | −1,401−43.6% | Reduced |
| Regions Financial Corp | 1,798 | $390.1K | 0.00% | −2,324−56.4% | Reduced |
| Patton Fund Management, Inc. | 1,795 | $389.5K | 0.07% | +987+122.2% | Added |