Factset Research Systems Inc

FDS

Exchange: NYSE
Industry: Services-Computer Programming, Data Processing, Etc.
SEC CIK: 0001013237

SEC filings (opens in a new tab)

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.

Institutional holdersQ1 2026: 726 institutions

Value heldQ1 2026: $8.21B

Institutions holding FDS and their total value by quarter
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.

Institutions holding FDS in Q1 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Stratos Wealth Partners, LTD.	0	$0	0.00%	−998−100.0%	Sold out
Quantum Private Wealth, LLC	0	$0	0.00%	−983−100.0%	Sold out
Verity & Verity, LLC	0	$0	0.00%	−974−100.0%	Sold out
Mitsubishi UFJ Trust & Banking Corp	0	$0	0.00%	−971−100.0%	Sold out
Kestra Private Wealth Services, LLC	0	$0	0.00%	−968−100.0%	Sold out
Wincap Financial LLC	0	$0	0.00%	−953−100.0%	Sold out
First Financial Bank - Trust Division	0	$0	0.00%	−943−100.0%	Sold out
Axxcess Wealth Management, LLC	0	$0	0.00%	−926−100.0%	Sold out
Parcion Private Wealth LLC	0	$0	0.00%	−904−100.0%	Sold out
Kera Capital Partners, Inc.	0	$0	0.00%	−1,023−100.0%	Sold out
Malaga Cove Capital, LLC	0	$0	0.00%	−894−100.0%	Sold out
Belpointe Asset Management LLC	0	$0	0.00%	−887−100.0%	Sold out
111 Capital	0	$0	0.00%	−887−100.0%	Sold out
Aptus Capital Advisors, LLC	0	$0	0.00%	−880−100.0%	Sold out
Keeler Thomas Management LLC	0	$0	0.00%	−862−100.0%	Sold out
Natural Investments, LLC	0	$0	0.00%	−863−100.0%	Sold out
National Philanthropic Trust	0	$0	0.00%	−857−100.0%	Sold out
QRG Capital Management, Inc.	0	$0	0.00%	−855−100.0%	Sold out
Alliance Wealth Advisors, LLC	0	$0	0.00%	−846−100.0%	Sold out
Hurlow Wealth Management Group, Inc.	0	$0	0.00%	−827−100.0%	Sold out
EP Wealth Advisors, LLC	0	$0	0.00%	−824−100.0%	Sold out
Valeo Financial Advisors, LLC	0	$0	0.00%	−812−100.0%	Sold out
GTS Securities LLC	0	$0	0.00%	−811−100.0%	Sold out
HighPoint Advisor Group LLC	0	$0	0.00%	−810−100.0%	Sold out
Metis Global Partners, LLC	0	$0	0.00%	−801−100.0%	Sold out
Sentinus, LLC	0	$0	0.00%	−797−100.0%	Sold out
Outlook Wealth Advisors, LLC	0	$0	0.00%	−791−100.0%	Sold out
Clear Harbor Asset Management, LLC	0	$0	0.00%	−790−100.0%	Sold out
Roberts Glore & Co Inc	0	$0	0.00%	−788−100.0%	Sold out
Crossmark Global Holdings, Inc.	0	$0	0.00%	−788−100.0%	Sold out
Mattern Wealth Management LLC	0	$0	0.00%	−788−100.0%	Sold out
Burney Co	0	$0	0.00%	−776−100.0%	Sold out
Aureus Asset Management, LLC	0	$0	0.00%	−775−100.0%	Sold out
Meeder Advisory Services, Inc.	0	$0	0.00%	−768−100.0%	Sold out
Angeles Wealth Management, LLC	0	$0	0.00%	−756−100.0%	Sold out
Pinnacle Wealth Management Advisory Group, LLC	0	$0	0.00%	−750−100.0%	Sold out
Net Worth Advisory Group	0	$0	0.00%	−747−100.0%	Sold out
Keybank National Association	0	$0	0.00%	−747−100.0%	Sold out
Provident Investment Management, Inc.	0	$0	0.00%	−739−100.0%	Sold out
Tiaa Trust, National Association	0	$0	0.00%	−737−100.0%	Sold out
Apella Capital, LLC	0	$0	0.00%	−729−100.0%	Sold out
ING Groep NV	0	$0	0.00%	−729−100.0%	Sold out
Citizens Financial Group Inc	0	$0	0.00%	−719−100.0%	Sold out
Prime Capital Investment Advisors, LLC	0	$0	0.00%	−717−100.0%	Sold out
Diversified Enterprises, LLC	0	$0	0.00%	−714−100.0%	Sold out
Ascent Group, LLC	0	$0	0.00%	−714−100.0%	Sold out
Pinnacle Financial Partners, Inc.	0	$0	0.00%	−707−100.0%	Sold out
Prelude Capital Management, LLC	0	$0	0.00%	−706−100.0%	Sold out
Parsons Capital Management Inc	0	$0	0.00%	−700−100.0%	Sold out
Integrated Quantitative Investments LLC	0	$0	0.00%	−700−100.0%	Sold out
Brady Family Wealth, LLC	0	$0	0.00%	−696−100.0%	Sold out
Sovran Advisors, LLC	0	$0	0.00%	−694−100.0%	Sold out
Natixis	0	$0	0.00%	−632−100.0%	Sold out
Rowland & Co Investment Counsel	0	$0	0.00%	−545−100.0%	Sold out
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.	0	$0	0.00%	−538−100.0%	Sold out
Aquatic Capital Management LLC	0	$0	0.00%	−435−100.0%	Sold out
Wexford Capital LP	0	$0	0.00%	−342−100.0%	Sold out
Evolution Wealth Management Inc.	0	$0	0.00%	−240−100.0%	Sold out
Kempen Capital Management N.V.	0	$0	0.00%	−218−100.0%	Sold out
Coastline Trust Co	0	$0	0.00%	−170−100.0%	Sold out
Lummis Asset Management, LP	0	$0	0.00%	−140−100.0%	Sold out
Elyxium Wealth, LLC	0	$0	0.00%	−122−100.0%	Sold out
Navalign, LLC	0	$0	0.00%	−109−100.0%	Sold out
Sentry Investment Management LLC	0	$0	0.00%	−104−100.0%	Sold out
Field & Main Bank	0	$0	0.00%	−100−100.0%	Sold out
Winnow Wealth LLC	0	$0	0.00%	−99−100.0%	Sold out
Generali Investments, Management Co LLC	0	$0	0.00%	−95−100.0%	Sold out
SageView Advisory Group, LLC	0	$0	0.00%	−80−100.0%	Sold out
Optiver Holding B.V.	0	$0	0.00%	−71−100.0%	Sold out
Plante Moran Financial Advisors, LLC	0	$0	0.00%	−70−100.0%	Sold out
Centerpoint Advisors, LLC	0	$0	0.00%	−62−100.0%	Sold out
Atlantic Edge Private Wealth Management, LLC	0	$0	0.00%	−32−100.0%	Sold out
Key Financial Inc	0	$0	0.00%	−30−100.0%	Sold out
Fideuram Asset Management (Ireland) dac	0	$0	0.00%	−16−100.0%	Sold out
Turning Point Benefit Group, Inc.	0	$0	0.00%	−22−100.0%	Sold out
Alerus Financial NA	0	$0	0.00%	−15−100.0%	Sold out
Mowery & Schoenfeld Wealth Management, LLC	0	$0	0.00%	−14−100.0%	Sold out
Pittenger & Anderson Inc	0	$0	0.00%	−11−100.0%	Sold out
Cornerstone Financial Management LLC	0	$0	0.00%	−9−100.0%	Sold out
Howard Hughes Medical Institute	0	$0	0.00%	−8−100.0%	Sold out
Crewe Advisors LLC	0	$0	0.00%	−8−100.0%	Sold out
Tucker Asset Management LLC	0	$0	0.00%	−7−100.0%	Sold out
Valley National Advisers Inc	0	$0	0.00%	−8−100.0%	Sold out
T. Rowe Price Investment Management, Inc.	0	$0	0.00%	−5−100.0%	Sold out
Wealth Watch Advisors, INC	0	$0	0.00%	−6−100.0%	Sold out
Wolff Wiese Magana LLC	0	$0	0.00%	−5−100.0%	Sold out
Three Bearings Fiduciary Advisors, Inc.	0	$0	0.00%	−5−100.0%	Sold out
Rialto Wealth Management, LLC	0	$0	0.00%	−4−100.0%	Sold out
Marquette Asset Management, LLC	0	$0	0.00%	−2−100.0%	Sold out
Breakwater Investment Management	0	$0	0.00%	−2−100.0%	Sold out
North Star Investment Management Corp.	0	$0	0.00%	−2−100.0%	Sold out
Vanguard Group Inc	–	–	–	–	Not filed
Norges Bank	–	–	–	–	Not filed
Comerica Bank	–	–	–	–	Not filed
CIBC World Markets Corp	–	–	–	–	Not filed
CIBC Private Wealth Group, LLC	–	–	–	–	Not filed
QSV Equity Investors LLC	–	–	–	–	Not filed
Profit Investment Management, LLC	–	–	–	–	Not filed
Global Retirement Partners, LLC	–	–	–	–	Not filed
ORG Partners LLC	–	–	–	–	Not filed