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 |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 4 | $868 | 0.00% | −179−97.8% | Reduced |
| Aspect Partners, LLC | 4 | $868 | 0.00% | −6−60.0% | Reduced |
| Granite FO LLC | 4 | $868 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 4 | $868 | 0.00% | +3+300.0% | Added |
| Fortitude Family Office, LLC | 4 | $868 | 0.00% | +4 | New |
| Tidemark, LLC | 4 | $868 | 0.00% | +4 | New |
| American Capital Advisory, LLC | 4 | $868 | 0.00% | +4 | New |
| Cornerstone Planning Group LLC | 4 | $663 | 0.00% | −17−81.0% | Reduced |
| Financial Consulate, Inc | 3 | $651 | 0.00% | −6−66.7% | Reduced |
| NVWM, LLC | 3 | $651 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $651 | 0.00% | +1+50.0% | Added |
| Signature Equity Partners, LLC | 2 | $435 | 0.00% | −13−86.7% | Reduced |
| TFC Financial Management | 2 | $434 | 0.00% | +2 | New |
| Investors Portfolio Services LLC | 2 | $399 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $227 | 0.00% | −1−50.0% | Reduced |
| Ares Financial Consulting, LLC | 1 | $225 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1 | $224 | 0.00% | −16−94.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 1 | $217 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $217 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1 | $217 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $217 | 0.00% | +1 | New |
| Whipplewood Advisors, LLC | 1 | $217 | 0.00% | +1 | New |
| MidFirst Bank | 1 | $217 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 1 | $216 | 0.00% | +1 | New |
| Global Wealth Strategies & Associates | 0 | $20 | 0.00% | 0 | Unchanged |
| Y.D. More Investments Ltd | 24 | $16 | 0.00% | −3−11.1% | Reduced |
| Champlain Investment Partners, LLC | 0 | $0 | 0.00% | −343,281−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −79,582−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −50,802−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −44,712−100.0% | Sold out |
| Taproot Management LP | 0 | $0 | 0.00% | −34,144−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −27,942−100.0% | Sold out |
| Woodbridge Co Ltd | 0 | $0 | 0.00% | −17,617−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −17,254−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −13,875−100.0% | Sold out |
| Nutshell Asset Management Ltd | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Jensen Investment Management Inc | 0 | $0 | 0.00% | −11,810−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −10,694−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −10,274−100.0% | Sold out |
| JLB & Associates Inc | 0 | $0 | 0.00% | −9,630−100.0% | Sold out |
| Strong Tower Advisory Services | 0 | $0 | 0.00% | −9,511−100.0% | Sold out |
| Nuance Investments, LLC | 0 | $0 | 0.00% | −8,596−100.0% | Sold out |
| Element Squared LLC | 0 | $0 | 0.00% | −8,189−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −7,510−100.0% | Sold out |
| united american securities inc. (d/b/a uas asset management) | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −7,275−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −6,061−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −6,012−100.0% | Sold out |
| Marathon Trading Investment Management LLC | 0 | $0 | 0.00% | −4,911−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −4,900−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −4,401−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −4,246−100.0% | Sold out |
| Evolve Private Wealth, LLC | 0 | $0 | 0.00% | −4,096−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −4,078−100.0% | Sold out |
| Aurora Investment Managers, LLC. | 0 | $0 | 0.00% | −3,928−100.0% | Sold out |
| Capital Insight Partners, LLC | 0 | $0 | 0.00% | −3,904−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −3,875−100.0% | Sold out |
| Kensington Investment Counsel, LLC | 0 | $0 | 0.00% | −3,834−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −3,781−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −3,576−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −3,560−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −3,540−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −3,464−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −3,431−100.0% | Sold out |
| Rakuten Investment Management, Inc. | 0 | $0 | 0.00% | −3,341−100.0% | Sold out |
| Sivia Capital Partners, LLC | 0 | $0 | 0.00% | −3,064−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −2,987−100.0% | Sold out |
| Tobam | 0 | $0 | 0.00% | −2,823−100.0% | Sold out |
| Logan Capital Management Inc | 0 | $0 | 0.00% | −2,694−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −2,530−100.0% | Sold out |
| Amiral Gestion | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −2,260−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −2,204−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −2,188−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −2,009−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −1,951−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −1,858−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −1,775−100.0% | Sold out |
| NorthCrest Asset Manangement, LLC | 0 | $0 | 0.00% | −1,781−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −1,673−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −1,662−100.0% | Sold out |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −1,638−100.0% | Sold out |
| Absher Wealth Management, LLC | 0 | $0 | 0.00% | −1,570−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −1,568−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −1,331−100.0% | Sold out |
| Transcend Wealth Collective, LLC | 0 | $0 | 0.00% | −1,317−100.0% | Sold out |
| Waddell & Associates, LLC | 0 | $0 | 0.00% | −1,280−100.0% | Sold out |
| Capital Investment Services of America, Inc. | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| Andina Capital Management, LLC | 0 | $0 | 0.00% | −1,236−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −1,189−100.0% | Sold out |
| Summit Financial, LLC | 0 | $0 | 0.00% | −1,175−100.0% | Sold out |
| Baker Tilly Wealth Management, LLC | 0 | $0 | 0.00% | −1,172−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −1,151−100.0% | Sold out |
| Pinnacle Associates Ltd | 0 | $0 | 0.00% | −1,150−100.0% | Sold out |
| Greenleaf Trust | 0 | $0 | 0.00% | −1,134−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −1,110−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −1,071−100.0% | Sold out |
| Cerro Pacific Wealth Advisors LLC | 0 | $0 | 0.00% | −1,071−100.0% | Sold out |
| LMCG Investments, LLC | 0 | $0 | 0.00% | −1,032−100.0% | Sold out |
| Birch Hill Investment Advisors LLC | 0 | $0 | 0.00% | −1,012−100.0% | Sold out |