Factset Research SystemsFDS
13F holders, Q3 2025 (September 30)773holders −63
92new positions
148sold out
9famous investors
$286.37avg. 13F price*
At the end of Q3 2025, 773 institutions reported holding Factset Research Systems Inc. (FDS) in their 13F filings, down 63 from Q2 2025. 92 opened new positions and 148 sold out. The largest holders were Vanguard Group Inc. ($1.4B), BlackRock, Inc. ($974.9M) and Morgan Stanley ($621.5M). 9 famous investors held it, including Ron Baron (1.4% of Baron Capital (BAMCO)'s portfolio), Tom Gayner (0.3% of Markel Group's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).
- Company
- Factset Research Systems Inc.
- Sector
- Technology
- CUSIP
- 303075105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 92 | $222.9M |
| Exits | 148 | $221.3M |
All 13F filers, Q2 2025 → Q3 2025: 3,724,905 shares bought and 2,344,503 shares sold, net +1,380,402 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 773 holders
| Vanguard Group Inc. | 0.02% | Add +2.2% | 4,932,382 | $1.4B |
| BlackRock, Inc. | 0.02% | Add +1.2% | 3,402,953 | $974.9M |
| Morgan Stanley | 0.04% | Reduce -8.7% | 2,169,227 | $621.5M |
| State Street Corp. | 0.02% | Add +1.2% | 1,961,231 | $561.9M |
| Baron Capital (BAMCO) | 1.38% | Reduce -18.5% | 1,819,059 | $521.1M |
| Loomis Sayles & Co. L P | 0.52% | Add +1.6% | 1,532,692 | $439.1M |
| Wells Fargo & Company | 0.08% | Reduce -2.9% | 1,333,863 | $382.1M |
| Ninety One UK Ltd | 0.75% | Add +1.2% | 1,206,890 | $345.8M |
| Geode Capital Management, LLC | 0.02% | Reduce -5.0% | 1,103,853 | $315.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.72% | Reduce -2.9% | 1,037,716 | $297.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.18% | Add +3.2% | 856,039 | $245.2M |
| Invesco Ltd. | 0.04% | Add +16.2% | 793,832 | $227.4M |
| Bank of America Corp. | 0.01% | Add +8.3% | 572,756 | $164.1M |
| Citadel Advisors | 0.12% | Add +113.9% | 514,028 | $147.3M |
| PineStone Asset Management Inc. | 0.75% | Add +10.3% | 419,484 | $120.2M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +2.5% | 410,218 | $117.5M |
| ProShare Advisors LLC | 0.25% | Add +6.7% | 409,052 | $117.2M |
| Northern Trust Corp. | 0.01% | Reduce -0.9% | 402,086 | $115.2M |
| Nordea Investment Management AB | 0.09% | Add +2.1% | 354,387 | $100.9M |
| Champlain Investment Partners, LLC | 0.64% | Reduce -0.2% | 297,015 | $85.1M |
| Dimensional Fund Advisors LP | 0.02% | Add +2.9% | 294,240 | $84.3M |
| Boston Trust Walden Corp | 0.61% | Reduce -2.4% | 290,323 | $83.2M |
| Legal & General Group Plc | 0.02% | Reduce -2.6% | 289,820 | $83.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Reduce -21.6% | 280,752 | $80.4M |
| Fiera Capital Corp | 0.26% | Add +5.3% | 280,187 | $80.3M |
| Two Sigma Investments, LP | 0.13% | Add +1356.3% | 279,768 | $80.2M |
| Barclays PLC | 0.03% | Add +159.3% | 272,535 | $78.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +49.6% | 268,706 | $77.0M |
| Bank of New York Mellon Corp | 0.01% | Reduce -0.2% | 260,314 | $74.6M |
| HSBC Holdings PLC | 0.04% | Add +107.0% | 229,300 | $65.6M |
| UBS Group AG | 0.01% | Add +26.7% | 211,761 | $60.7M |
| BNP Paribas Financial Markets | 0.05% | Add +190.0% | 206,711 | $59.2M |
| Voloridge Investment Management, LLC | 0.18% | Add +189.7% | 189,715 | $54.4M |
| Deutsche Bank AG | 0.02% | Add +14.0% | 179,394 | $51.4M |
| First Trust Advisors LP | 0.03% | Add +1221.1% | 160,446 | $46.0M |
| American Capital Management Inc. | 1.77% | Reduce -1.6% | 155,304 | $44.5M |
| Royal London Asset Management Ltd. | 0.09% | Add +13.9% | 148,684 | $42.6M |
| Tandem Investment Advisors, Inc. | 1.43% | Reduce -27.3% | 146,128 | $41.9M |
| Everett Harris & Co. | 0.51% | Reduce -1.2% | 144,229 | $41.3M |
| Raymond James Financial Inc. | 0.01% | Add +3.3% | 143,198 | $41.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -67.2% | 137,408 | $39.4M |
| Millennium Management | 0.03% | Add +292.2% | 131,766 | $37.7M |
| Vest Financial, LLC | 0.49% | Add +3.6% | 130,100 | $37.3M |
| Squarepoint Ops LLC | 0.08% | Add +1922.4% | 128,341 | $36.8M |
| California Public Employees Retirement System | 0.02% | Reduce -13.3% | 122,219 | $35.0M |
| Sei Investments Co. | 0.04% | Add +7.1% | 119,255 | $34.2M |
| Markel Group | 0.27% | No change | 116,720 | $33.4M |
| Amundi | 0.01% | Reduce -0.4% | 121,514 | $33.4M |
| Assenagon Asset Management S.A. | 0.05% | Add +7507.9% | 107,119 | $30.7M |
| Nomura Asset Management Co. Ltd. | 0.08% | Add +6.2% | 104,220 | $29.9M |
| Ameriprise Financial Inc. | 0.01% | Add +1.8% | 103,451 | $29.6M |
| Royal Bank of Canada | 0.01% | Add +3.1% | 103,297 | $29.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Add +1.6% | 100,892 | $28.9M |
| Nuveen, LLC | 0.01% | Reduce -16.6% | 99,196 | $28.4M |
| McDonald Capital Investors Inc. | 1.76% | New | 98,853 | $28.3M |
| Marshall Wace, LLP | 0.03% | New | 98,429 | $28.2M |
| Trexquant Investment LP | 0.29% | New | 97,787 | $28.0M |
| Sone Capital Management, LLC | 2.28% | Add +176.3% | 95,122 | $27.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -3.5% | 90,362 | $25.9M |
| LPL Financial LLC | 0.01% | Add +0.7% | 86,453 | $24.8M |
| Natixis Advisors, LLC | 0.04% | Reduce -6.2% | 85,981 | $24.6M |
| Rhumbline Advisers | 0.02% | Add +1.8% | 85,267 | $24.4M |
| Ninety One North America, Inc. | 1.10% | No change | 84,686 | $24.3M |
| Y-Intercept (Hong Kong) Ltd | 0.56% | Add +1605.8% | 81,075 | $23.2M |
| HighTower Advisors, LLC | 0.02% | Reduce -14.9% | 75,025 | $21.5M |
| Jane Street Group, LLC | 0.03% | Add +3130.2% | 74,294 | $21.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.04% | Reduce -14.0% | 72,832 | $20.9M |
| Copeland Capital Management, LLC | 0.43% | Add +24.6% | 72,369 | $20.7M |
| Aware Super Pty Ltd as trustee of Aware Super | 0.26% | No change | 66,576 | $19.1M |
| Qube Research & Technologies Ltd | 0.03% | New | 66,543 | $19.1M |
| Tudor Investment Corporation | 0.12% | New | 62,736 | $18.0M |
| Earnest Partners LLC | 0.07% | Reduce -7.1% | 58,995 | $16.9M |
| California State Teachers Retirement System | 0.02% | Reduce -4.4% | 58,259 | $16.7M |
| Citigroup Inc. | 0.01% | Add +24.7% | 57,843 | $16.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +0.5% | 56,286 | $16.1M |
| Heron Bay Capital Management | 2.96% | Add +52.6% | 55,359 | $15.9M |
| Saybrook Capital | 4.08% | Add +19.8% | 54,481 | $15.6M |
| Susquehanna International Group, LLP | 0.02% | Add +318.6% | 51,207 | $14.7M |
| Distillate Capital Partners LLC | 0.74% | New | 49,789 | $14.3M |
| ExodusPoint Capital Management, LP | 0.19% | Add +1725.1% | 46,850 | $13.4M |
| Principal Financial Group Inc. | 0.01% | Reduce -4.2% | 45,716 | $13.1M |
| Pictet Asset Management Holding SA | 0.01% | Add +91.3% | 44,988 | $12.9M |
| Janney Montgomery Scott LLC | 0.03% | Add +0.1% | 42,550 | $12.2M |
| Running Oak Capital LLC | 1.33% | Add +14.0% | 41,335 | $11.8M |
| Stifel Financial Corp. | 0.01% | Reduce -2.8% | 41,160 | $11.8M |
| Freestone Grove Partners LP | 0.09% | New | 40,361 | $11.6M |
| State of Michigan Retirement System | 0.06% | Add +19.6% | 40,235 | $11.5M |
| Capital Fund Management S.A. | 0.11% | Add +203.2% | 39,498 | $11.3M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.7% | 38,652 | $11.1M |
| Caisse de depot et placement du Quebec | 0.02% | Add +94.0% | 37,530 | $10.8M |
| FMR LLC | 0.00% | Reduce -55.3% | 35,665 | $10.2M |
| Russell Investments Group, Ltd. | 0.01% | Add +9.1% | 35,306 | $10.1M |
| Aberdeen Group plc | 0.02% | Add +0.9% | 34,911 | $10.0M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -0.7% | 34,783 | $10.0M |
| New York State Teachers Retirement System | 0.02% | Add +2.4% | 33,394 | $9.6M |
| Nomura Holdings Inc. | 0.05% | Add +2726.7% | 31,913 | $9.1M |
| Bank of Montreal | 0.00% | Add +1.4% | 30,748 | $8.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Add +23.6% | 30,937 | $8.7M |
| Marks Group Wealth Management, Inc | 0.80% | Reduce -9.9% | 30,096 | $8.6M |
| Aviva PLC | 0.02% | Add +6.5% | 29,796 | $8.5M |
"% of holder's portfolio" is FDS's weight in each manager's 13F, not the share of Factset Research Systems Inc. the manager owns.