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 |
|---|---|---|---|---|---|
| Ahara Advisors LLC | 1,773 | $384.7K | 0.32% | +63+3.7% | Added |
| Karani Asset Management LLC | 1,767 | $383.4K | 0.34% | +1,767 | New |
| Blair William & Co | 1,766 | $383.3K | 0.00% | −1,444−45.0% | Reduced |
| Ci Investments Inc. | 1,742 | $378.0K | 0.00% | +2+0.1% | Added |
| Leonteq Securities AG | 1,727 | $374.7K | 0.02% | +1,086+169.4% | Added |
| Jump Financial, LLC | 1,727 | $374.7K | 0.01% | +1,727 | New |
| Argonautica Private Wealth Management, Inc | 1,713 | $371.7K | 0.11% | +1,713 | New |
| Stevens Capital Management LP | 1,707 | $370.0K | 0.06% | +1,707 | New |
| New Mexico Educational Retirement Board | 1,700 | $369.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,689 | $366.5K | 0.02% | +1,425+539.8% | Added |
| D.A. Davidson & Co. | 1,674 | $363.4K | 0.00% | +1,674 | New |
| Brighton Jones LLC | 1,663 | $360.8K | 0.01% | +1,663 | New |
| MAI Capital Management | 1,637 | $355.2K | 0.00% | +204+14.2% | Added |
| SlateStone Wealth, LLC | 1,625 | $353.0K | 0.03% | +140+9.4% | Added |
| GAMMA Investing LLC | 1,591 | $345.2K | 0.02% | −405−20.3% | Reduced |
| Vise Technologies, Inc. | 1,178 | $341.8K | 0.01% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 1,550 | $336.2K | 0.03% | −1,586−50.6% | Reduced |
| Wealthfront Advisers LLC | 1,549 | $336.1K | 0.00% | −682−30.6% | Reduced |
| Caitlin John, LLC | 1,545 | $335.3K | 0.20% | +364+30.8% | Added |
| MUFG Securities EMEA plc | 1,536 | $333.3K | 0.00% | 00.0% | Unchanged |
| Davenport & Co LLC | 1,529 | $331.8K | 0.00% | −87−5.4% | Reduced |
| Anchor Capital Advisors LLC | 1,500 | $325.5K | 0.01% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 1,488 | $322.8K | 0.01% | +406+37.5% | Added |
| Cresset Asset Management, LLC | 1,475 | $320.1K | 0.00% | −109−6.9% | Reduced |
| Apollon Wealth Management, LLC | 1,452 | $315.1K | 0.01% | −391−21.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1,444 | $313.3K | 0.00% | +375+35.1% | Added |
| Procyon Private Wealth Partners, LLC | 1,442 | $312.9K | 0.02% | −105−6.8% | Reduced |
| Integrated Investment Consultants, LLC | 1,437 | $311.8K | 0.07% | −2,111−59.5% | Reduced |
| Buckingham Strategic Partners | 1,424 | $309.0K | 0.00% | −3,495−71.1% | Reduced |
| Miracle Mile Advisors, LLC | 1,419 | $307.9K | 0.00% | −91−6.0% | Reduced |
| V-Square Quantitative Management LLC | 1,416 | $307.3K | 0.03% | +172+13.8% | Added |
| Perigon Wealth Management, LLC | 1,412 | $306.4K | 0.01% | −362−20.4% | Reduced |
| Harrell Investment Partners, LLC | 1,404 | $304.8K | 0.07% | −138−8.9% | Reduced |
| Wedmont Private Capital | 1,365 | $304.4K | 0.01% | +507+59.1% | Added |
| South Dakota Investment Council | 1,400 | $304.0K | 0.01% | +280+25.0% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 1,400 | $303.8K | 0.00% | −3,440−71.1% | Reduced |
| Benjamin Edwards Inc | 1,369 | $297.0K | 0.00% | −1,224−47.2% | Reduced |
| Marex Group plc | 1,363 | $295.8K | 0.00% | +408+42.7% | Added |
| Horizon Investments, LLC | 1,358 | $294.7K | 0.00% | +289+27.0% | Added |
| Norden Group LLC | 1,348 | $292.5K | 0.03% | +1,348 | New |
| Applied Finance Capital Management, LLC | 1,347 | $292.3K | 0.02% | +192+16.6% | Added |
| Panagora Asset Management Inc | 1,336 | $289.9K | 0.00% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 1,332 | $289.0K | 0.13% | +73+5.8% | Added |
| Penobscot Investment Management Company, Inc. | 1,320 | $286.4K | 0.02% | −20−1.5% | Reduced |
| Larson Financial Group LLC | 1,315 | $285.4K | 0.01% | +166+14.4% | Added |
| Callan Family Office, LLC | 1,312 | $284.7K | 0.01% | −3,623−73.4% | Reduced |
| Intech Investment Management LLC | 1,298 | $281.7K | 0.00% | −1,688−56.5% | Reduced |
| Marathon Capital Management | 1,284 | $278.5K | 0.06% | +554+75.9% | Added |
| Institute for Wealth Management, LLC. | 1,282 | $278.2K | 0.03% | −98−7.1% | Reduced |
| Graham Capital Management, L.P. | 1,260 | $273.4K | 0.01% | −152−10.8% | Reduced |
| Bennett Associates Wealth Management | 1,258 | $273.0K | 0.18% | +1,258 | New |
| Layline Advisors, LLC | 1,256 | $272.6K | 0.30% | +1,256 | New |
| Advisortrust Partners, LLC | 1,250 | $271.2K | 0.11% | +1,250 | New |
| KFG Wealth Management, LLC | 1,248 | $270.7K | 0.04% | +216+20.9% | Added |
| Gen-Wealth Partners Inc | 1,240 | $269.0K | 0.08% | +387+45.4% | Added |
| Mayflower Financial Advisors, LLC | 1,230 | $267.0K | 0.03% | −15−1.2% | Reduced |
| Midway Capital Research & Management | 1,226 | $266.0K | 0.25% | +179+17.1% | Added |
| Macquarie Group Ltd | 1,223 | $265.4K | 0.00% | −383−23.8% | Reduced |
| Dividend Assets Capital, LLC | 1,213 | $263.2K | 0.05% | −57−4.5% | Reduced |
| CSS LLC | 1,210 | $262.6K | 0.01% | +190+18.6% | Added |
| National Wealth Management Group, LLC | 1,205 | $261.5K | 0.10% | −183−13.2% | Reduced |
| Lido Advisors, LLC | 1,201 | $260.8K | 0.00% | −207−14.7% | Reduced |
| Revisor Wealth Management LLC | 1,201 | $260.6K | 0.07% | +417+53.2% | Added |
| VestGen Advisors, LLC | 1,201 | $259.4K | 0.01% | +1,201 | New |
| Northwestern Mutual Investment Management Company, LLC | 1,187 | $257.6K | 0.00% | −11−0.9% | Reduced |
| Ofi Invest Asset Management | 1,185 | $257.1K | 0.00% | 00.0% | Unchanged |
| Amica Mutual Insurance Co | 1,186 | $257.0K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,161 | $253.0K | 0.00% | −1,944−62.6% | Reduced |
| Ballentine Partners, LLC | 1,148 | $249.1K | 0.00% | −399−25.8% | Reduced |
| Winthrop Capital Management, LLC | 1,143 | $248.0K | 0.06% | +100+9.6% | Added |
| Skopos Labs, Inc. | 1,142 | $247.8K | 0.01% | −463−28.8% | Reduced |
| Edgestream Partners, L.P. | 1,126 | $244.3K | 0.01% | +1,126 | New |
| Kestra Advisory Services, LLC | 1,124 | $243.9K | 0.00% | +21+1.9% | Added |
| CWA Asset Management Group, LLC | 1,120 | $243.1K | 0.01% | +1,120 | New |
| North Dakota State Investment Board | 1,094 | $237.4K | 0.01% | −212−16.2% | Reduced |
| Strategy Asset Managers LLC | 1,093 | $237.2K | 0.04% | +1,093 | New |
| Alpha Family Trust | 1,090 | $236.5K | 0.11% | −550−33.5% | Reduced |
| Fielder Capital Group LLC | 1,077 | $233.7K | 0.05% | +1,077 | New |
| Bridgefront Capital, LLC | 1,068 | $231.7K | 0.06% | −1,365−56.1% | Reduced |
| Nilsine Partners, LLC | 1,024 | $230.7K | 0.02% | −99−8.8% | Reduced |
| Summitry LLC | 1,052 | $228.3K | 0.01% | +1,052 | New |
| Ashton Thomas Securities, LLC | 1,041 | $225.8K | 0.03% | −20−1.9% | Reduced |
| Fiduciary Trust Co | 1,037 | $225.0K | 0.00% | +76+7.9% | Added |
| Signaturefd, LLC | 1,027 | $222.9K | 0.00% | −41−3.8% | Reduced |
| MUFG Securities Americas Inc. | 1,027 | $222.8K | 0.01% | +18+1.8% | Added |
| Camden Capital, LLC | 1,022 | $221.7K | 0.01% | +108+11.8% | Added |
| Securian Asset Management, Inc | 1,021 | $221.5K | 0.01% | 00.0% | Unchanged |
| Journey Retirement Planning & Investment Management LLC | 1,017 | $220.8K | 0.19% | −2,631−72.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,006 | $218.3K | 0.01% | −112−10.0% | Reduced |
| Clearstead Advisors, LLC | 1,003 | $217.6K | 0.00% | −260−20.6% | Reduced |
| IFP Advisors, Inc | 992 | $215.3K | 0.00% | −113−10.2% | Reduced |
| Silver Lake Advisory, LLC | 981 | $213.0K | 0.08% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 980 | $212.7K | 0.01% | +14+1.4% | Added |
| Dakota Wealth Management | 978 | $212.2K | 0.00% | −16−1.6% | Reduced |
| Davy Global Fund Management Ltd | 978 | $212.2K | 0.02% | +978 | New |
| Icon Wealth Advisors, LLC | 908 | $211.1K | 0.01% | +22+2.5% | Added |
| Caerus Investment Advisors, LLC | 966 | $209.6K | 0.09% | −1,007−51.0% | Reduced |
| New Wave Wealth Advisors LLC | 962 | $208.8K | 0.07% | +962 | New |
| Empirical Finance, LLC | 959 | $208.1K | 0.01% | −1−0.1% | Reduced |
| Tandem Investment Advisors, Inc. | 951 | $206.4K | 0.01% | −332−25.9% | Reduced |