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 |
|---|---|---|---|---|---|
| Fort Washington Investment Advisors Inc | 945 | $205.1K | 0.00% | −172−15.4% | Reduced |
| West Bancorporation Inc | 932 | $202.2K | 0.10% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 928 | $201.4K | 0.00% | −287−23.6% | Reduced |
| Exchange Traded Concepts, LLC | 927 | $201.2K | 0.00% | +286+44.6% | Added |
| Legacy Financial Advisors, Inc. | 925 | $200.8K | 0.03% | −206−18.2% | Reduced |
| Stock Yards Bank & Trust Co | 922 | $200.1K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 920 | $199.6K | 0.02% | +221+31.6% | Added |
| STRS Ohio | 896 | $194.4K | 0.00% | −1−0.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 894 | $194.0K | 0.00% | −1,398−61.0% | Reduced |
| Brown Brothers Harriman & Co | 870 | $188.8K | 0.00% | +559+179.7% | Added |
| Beacon Investment Advisory Services, Inc. | 864 | $187.5K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 835 | $181.2K | 0.02% | +210+33.6% | Added |
| Ninety One SA (PTY) Ltd | 821 | $178.1K | 0.01% | −247−23.1% | Reduced |
| Canada Post Corp Registered Pension Plan | 820 | $177.9K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 791 | $171.6K | 0.00% | −505−39.0% | Reduced |
| Parallel Advisors, LLC | 788 | $171.1K | 0.00% | −419−34.7% | Reduced |
| HM Payson & Co | 741 | $160.8K | 0.00% | −150−16.8% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 700 | $151.9K | 0.05% | +191+37.5% | Added |
| EverSource Wealth Advisors, LLC | 690 | $149.7K | 0.00% | −889−56.3% | Reduced |
| Farther Finance Advisors, LLC | 652 | $146.6K | 0.00% | −385−37.1% | Reduced |
| Bullock Wealth Management Group | 645 | $144.9K | 0.07% | +3+0.5% | Added |
| RWM Asset Management, LLC | 646 | $140.1K | 0.02% | +646 | New |
| Tema ETFs LLC | 619 | $134.3K | 0.01% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 614 | $133.2K | 0.03% | −2−0.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 566 | $130.7K | 0.00% | −148−20.7% | Reduced |
| Storebrand Asset Management AS | 577 | $125.2K | 0.00% | −471−44.9% | Reduced |
| AdvisorNet Financial, Inc | 568 | $123.3K | 0.01% | −12−2.1% | Reduced |
| Versant Capital Management, Inc | 520 | $112.8K | 0.01% | +199+62.0% | Added |
| Rothschild Investment LLC | 518 | $112.4K | 0.01% | −1,148−68.9% | Reduced |
| Siemens Fonds Invest GmbH | 513 | $111.3K | 0.01% | +421+457.6% | Added |
| Globeflex Capital L P | 499 | $108.3K | 0.02% | +499 | New |
| NBC Securities, Inc. | 492 | $106.8K | 0.01% | +484+6,050.0% | Added |
| CoreCap Advisors, LLC | 489 | $106.2K | 0.00% | −113−18.8% | Reduced |
| Huntington National Bank | 479 | $103.9K | 0.00% | +114+31.2% | Added |
| Whittier Trust Co | 443 | $102.3K | 0.00% | −712−61.6% | Reduced |
| Walleye Capital LLC | 456 | $98.9K | 0.00% | −1,184−72.2% | Reduced |
| Delta Asset Management LLC | 450 | $97.6K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 441 | $95.7K | 0.00% | +172+63.9% | Added |
| Caitong International Asset Management Co., Ltd | 433 | $94.0K | 0.02% | +426+6,085.7% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 430 | $93.0K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 425 | $92.2K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 410 | $89.0K | 0.00% | −115−21.9% | Reduced |
| Golden State Equity Partners | 384 | $83.3K | 0.01% | +384 | New |
| Caldwell Trust Co | 357 | $77.5K | 0.01% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 353 | $76.6K | 0.02% | −306−46.4% | Reduced |
| Rossby Financial, LCC | 332 | $74.7K | 0.02% | +176+112.8% | Added |
| Quantbot Technologies LP | 340 | $73.8K | 0.00% | −6,992−95.4% | Reduced |
| Quadrant Capital Group LLC | 305 | $66.2K | 0.00% | −5,655−94.9% | Reduced |
| Zions Bancorporation, National Association | 284 | $61.6K | 0.00% | +178+167.9% | Added |
| Danske Bank A/S | 280 | $60.8K | 0.00% | −460−62.2% | Reduced |
| Bryn Mawr Trust Co | 280 | $60.8K | 0.00% | −450−61.6% | Reduced |
| Measured Wealth Private Client Group, LLC | 276 | $59.9K | 0.02% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 268 | $58.2K | 0.01% | −110−29.1% | Reduced |
| Covestor Ltd | 265 | $57.0K | 0.04% | −196−42.5% | Reduced |
| Compagnie Lombard Odier SCmA | 260 | $56.4K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 250 | $54.2K | 0.00% | −156−38.4% | Reduced |
| Bruce G. Allen Investments, LLC | 249 | $54.0K | 0.04% | +107+75.4% | Added |
| SBI Securities Co., Ltd. | 243 | $52.7K | 0.00% | +15+6.6% | Added |
| State of Wyoming | 236 | $51.2K | 0.01% | +236 | New |
| Addison Advisors LLC | 232 | $50.3K | 0.01% | +7+3.1% | Added |
| Massmutual Trust Co FSB | 211 | $45.8K | 0.00% | −50−19.2% | Reduced |
| Aster Capital Management (DIFC) Ltd | 98 | $44.6K | 0.01% | +98 | New |
| Private Trust Co NA | 204 | $44.3K | 0.00% | +132+183.3% | Added |
| Ronald Blue Trust, Inc. | 172 | $37.3K | 0.00% | −48−21.8% | Reduced |
| Farmers & Merchants Investments Inc | 172 | $37.3K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 166 | $36.0K | 0.01% | +125+304.9% | Added |
| Wellington Grp LLC | 164 | $35.6K | 0.01% | −50−23.4% | Reduced |
| Montag A & Associates Inc | 163 | $35.3K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 156 | $35.1K | 0.00% | +109+231.9% | Added |
| Federated Hermes, Inc. | 156 | $33.9K | 0.00% | −4−2.5% | Reduced |
| Hilltop National Bank | 150 | $32.5K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 145 | $31.5K | 0.01% | −2,700−94.9% | Reduced |
| Owl Creek Wealth Partners LLC | 145 | $31.5K | 0.01% | +145 | New |
| CVA Family Office, LLC | 141 | $30.6K | 0.00% | −147−51.0% | Reduced |
| CX Institutional | 136 | $30.0K | 0.00% | −146−51.8% | Reduced |
| Parkside Financial Bank & Trust | 138 | $29.9K | 0.00% | +1+0.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 135 | $29.3K | 0.01% | −838−86.1% | Reduced |
| Quarry LP | 126 | $27.3K | 0.01% | +126 | New |
| Atlantic Union Bankshares Corp | 116 | $25.2K | 0.00% | −13−10.1% | Reduced |
| Kemnay Advisory Services Inc. | 116 | $25.2K | 0.00% | +116 | New |
| Legend Capital Advisors LLC | 115 | $25.0K | 0.02% | +115 | New |
| Copeland Capital Management, LLC | 111 | $24.1K | 0.00% | −82,166−99.9% | Reduced |
| Trust Co | 108 | $23.4K | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 106 | $23.0K | 0.02% | +106 | New |
| Onefund, LLC | 102 | $22.9K | 0.01% | −9−8.1% | Reduced |
| Horizon Financial Services, LLC | 102 | $22.1K | 0.01% | +89+684.6% | Added |
| Bogart Wealth, LLC | 97 | $21.0K | 0.00% | +3+3.2% | Added |
| First Horizon Corp | 96 | $20.8K | 0.00% | −1−1.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 95 | $20.7K | 0.00% | +93+4,650.0% | Added |
| First Community Trust NA | 93 | $20.2K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 92 | $20.0K | 0.01% | +92 | New |
| Washington Trust Advisors, Inc. | 90 | $19.5K | 0.00% | −1−1.1% | Reduced |
| Cromwell Holdings LLC | 87 | $18.9K | 0.01% | −2−2.2% | Reduced |
| DT Investment Partners, LLC | 80 | $17.4K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 74 | $17.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 78 | $16.9K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 77 | $16.9K | 0.00% | +56+266.7% | Added |
| Quent Capital, LLC | 75 | $16.3K | 0.00% | −9−10.7% | Reduced |
| Hartford Financial Management Inc. | 75 | $16.3K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 74 | $16.1K | 0.00% | 00.0% | Unchanged |