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 |
|---|---|---|---|---|---|
| Pinnacle Wealth Planning Services, Inc. | 71 | $15.4K | 0.00% | −166−70.0% | Reduced |
| PenderFund Capital Management Ltd. | 70 | $15.2K | 0.00% | 00.0% | Unchanged |
| Motco | 67 | $14.5K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 62 | $14.1K | 0.00% | +51+463.6% | Added |
| Ogorek Anthony Joseph | 66 | $14.0K | 0.00% | +1+1.5% | Added |
| Rosenberg Matthew Hamilton | 63 | $13.6K | 0.00% | −1−1.6% | Reduced |
| Financial Network Wealth Advisors LLC | 60 | $13.0K | 0.01% | +33+122.2% | Added |
| Bayban | 58 | $12.6K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 57 | $12.4K | 0.00% | +3+5.6% | Added |
| Rakuten Securities, Inc. | 56 | $12.2K | 0.01% | +51+1,020.0% | Added |
| Eurizon Capital SGR S.p.A. | 55 | $11.9K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 51 | $11.1K | 0.01% | −41−44.6% | Reduced |
| Colonial Trust Co | 51 | $11.1K | 0.00% | −8−13.6% | Reduced |
| Cheviot Value Management, LLC | 51 | $11.1K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 49 | $11.0K | 0.00% | +37+308.3% | Added |
| First United Bank Trust | 50 | $10.8K | 0.00% | 00.0% | Unchanged |
| Korea Investment CORP | 50 | $10.8K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 48 | $10.4K | 0.00% | −350−87.9% | Reduced |
| Bare Financial Services, Inc | 47 | $10.2K | 0.00% | +42+840.0% | Added |
| Spire Wealth Management | 46 | $9.98K | 0.00% | +8+21.1% | Added |
| Highline Wealth Partners LLC | 46 | $9.98K | 0.00% | +43+1,433.3% | Added |
| South State Corp. | 44 | $9.55K | 0.00% | −12−21.4% | Reduced |
| Activest Wealth Management | 43 | $9.33K | 0.00% | +3+7.5% | Added |
| Western Pacific Wealth Management, LP | 42 | $9.11K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 40 | $8.68K | 0.00% | −5,039−99.2% | Reduced |
| Oakworth Capital, Inc. | 40 | $8.68K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 35 | $7.59K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 34 | $7.44K | 0.00% | +23+209.1% | Added |
| Bank of Jackson Hole Trust | 33 | $7.16K | 0.00% | −24−42.1% | Reduced |
| McIlrath & Eck, LLC | 33 | $7.16K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 33 | $7.16K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 33 | $7.16K | 0.00% | +12+57.1% | Added |
| Smartleaf Asset Management LLC | 35 | $7.16K | 0.00% | −13−27.1% | Reduced |
| Dogwood Wealth Management LLC | 32 | $6.94K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 31 | $6.73K | 0.00% | +31 | New |
| Guinness Atkinson Asset Management Inc | 29 | $6.29K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 29 | $6.29K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 29 | $6.29K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 28 | $6.08K | 0.00% | −21−42.9% | Reduced |
| Clean Yield Group | 27 | $5.86K | 0.00% | −150−84.7% | Reduced |
| S&T Bank | 27 | $5.86K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 25 | $5.42K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 24 | $5.32K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 23 | $4.99K | 0.00% | −37−61.7% | Reduced |
| Group One Trading, L.P. | 22 | $4.77K | 0.00% | −144−86.7% | Reduced |
| Ankerstar Wealth, LLC | 21 | $4.56K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 21 | $4.56K | 0.00% | +21 | New |
| Private Wealth Asset Management, LLC | 20 | $4.34K | 0.00% | −43−68.3% | Reduced |
| Sachetta, LLC | 20 | $4.34K | 0.00% | +4+25.0% | Added |
| Avalon Trust Co | 20 | $4.34K | 0.00% | +20 | New |
| Napier Financial, LLC | 20 | $4.34K | 0.00% | +20 | New |
| Strategic Wealth Partners, Ltd. | 18 | $3.94K | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 18 | $3.91K | 0.00% | −2−10.0% | Reduced |
| Geneos Wealth Management Inc. | 18 | $3.91K | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 18 | $3.91K | 0.00% | −5,205−99.7% | Reduced |
| Sound Income Strategies, LLC | 16 | $3.69K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 15 | $3.25K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 15 | $3.25K | 0.00% | +5+50.0% | Added |
| JPL Wealth Management, LLC | 15 | $3.25K | 0.00% | +15 | New |
| TD Private Client Wealth LLC | 14 | $3.04K | 0.00% | −153−91.6% | Reduced |
| Keating Financial Advisory Services, Inc. | 14 | $3.04K | 0.00% | −1−6.7% | Reduced |
| First PREMIER Bank | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 13 | $2.82K | 0.00% | −1−7.1% | Reduced |
| Old Second National Bank of Aurora | 13 | $2.82K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 13 | $2.82K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 13 | $2.82K | 0.00% | +13 | New |
| Innovative Asset Advisors Group, LLC | 13 | $2.82K | 0.00% | +13 | New |
| Cullen/Frost Bankers, Inc. | 12 | $2.60K | 0.00% | −34−73.9% | Reduced |
| J.Safra Asset Management Corp | 12 | $2.60K | 0.00% | +1+9.1% | Added |
| Wealth Preservation Advisors, LLC | 12 | $2.60K | 0.00% | +12 | New |
| Winch Advisory Services, LLC | 10 | $2.26K | 0.00% | 00.0% | Unchanged |
| City State Bank | 10 | $2.17K | 0.00% | −1−9.1% | Reduced |
| Country Trust Bank | 10 | $2.17K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 10 | $2.17K | 0.00% | +10 | New |
| Avion Wealth | 12 | $2.00K | 0.00% | −10−45.5% | Reduced |
| Golden State Wealth Management, LLC | 9 | $1.97K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 9 | $1.95K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 8 | $1.74K | 0.00% | −8−50.0% | Reduced |
| Park Place Capital Corp | 8 | $1.74K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 8 | $1.74K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 8 | $1.74K | 0.00% | 00.0% | Unchanged |
| Virginia Estate & Retirement Planning Advisors Inc. | 8 | $1.74K | 0.01% | +8 | New |
| Newbridge Financial Services Group, Inc. | 7 | $1.56K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 7 | $1.52K | 0.00% | −10−58.8% | Reduced |
| Kilter Group LLC | 7 | $1.52K | 0.00% | −1−12.5% | Reduced |
| Clayton Financial Group LLC | 7 | $1.52K | 0.00% | +4+133.3% | Added |
| High Note Wealth, LLC | 7 | $1.52K | 0.00% | +7 | New |
| Raleigh Capital Management Inc. | 7 | $1.52K | 0.00% | +7 | New |
| Burkett Financial Services, LLC | 6 | $1.32K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 6 | $1.30K | 0.00% | −50−89.3% | Reduced |
| Armstrong Advisory Group, Inc | 6 | $1.30K | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 6 | $1.30K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 6 | $1.30K | 0.00% | +6 | New |
| UMA Financial Services, Inc. | 5 | $1.08K | 0.00% | −31−86.1% | Reduced |
| Asset Dedication, LLC | 5 | $1.08K | 0.00% | −19−79.2% | Reduced |
| Hughes Financial Services, LLC | 5 | $1.08K | 0.00% | −1−16.7% | Reduced |
| Raffa Wealth Management, LLC | 5 | $1.08K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 5 | $1.08K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 5 | $1.08K | 0.00% | +2+66.7% | Added |
| Gill Capital Partners, LLC | 5 | $1.08K | 0.00% | +5 | New |