Factset Research SystemsFDS
13F holders, Q4 2025 (December 31)797holders +24
132new positions
129sold out
11famous investors
$290.13avg. 13F price*
At the end of Q4 2025, 797 institutions reported holding Factset Research Systems Inc. (FDS) in their 13F filings, up 24 from Q3 2025. 132 opened new positions and 129 sold out. The largest holders were Vanguard Group Inc. ($1.3B), BlackRock, Inc. ($879.8M) and Baron Capital (BAMCO) ($838.3M). 11 famous investors held it, including Ron Baron (2.3% of Baron Capital (BAMCO)'s portfolio), John W. Rogers Jr. (0.4% of Ariel Investments's portfolio) and Tom Gayner (0.3% of Markel Group'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 132 | $303.2M |
| Exits | 129 | $256.3M |
All 13F filers, Q3 2025 → Q4 2025: 6,596,503 shares bought and 7,675,899 shares sold, net −1,079,396 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 797 holders
| Vanguard Group Inc. | 0.02% | Reduce -9.7% | 4,455,010 | $1.3B |
| BlackRock, Inc. | 0.01% | Reduce -10.9% | 3,031,884 | $879.8M |
| Baron Capital (BAMCO) | 2.27% | Add +58.8% | 2,888,845 | $838.3M |
| State Street Corp. | 0.02% | Reduce -3.1% | 1,900,894 | $551.6M |
| Loomis Sayles & Co. L P | 0.52% | Reduce -2.5% | 1,495,160 | $433.9M |
| Ninety One UK Ltd | 0.74% | Reduce -1.0% | 1,194,976 | $346.8M |
| Wells Fargo & Company | 0.07% | Reduce -10.6% | 1,192,872 | $346.2M |
| Morgan Stanley | 0.02% | Reduce -48.3% | 1,120,740 | $325.2M |
| Geode Capital Management, LLC | 0.02% | Reduce -4.1% | 1,058,434 | $306.6M |
| Citadel Advisors | 0.17% | Add +69.0% | 868,466 | $252.0M |
| Invesco Ltd. | 0.02% | Reduce -9.7% | 716,486 | $207.9M |
| AQR Capital Management | 0.11% | Add +4547.4% | 705,062 | $204.6M |
| Bank of America Corp. | 0.01% | Add +10.1% | 630,693 | $183.0M |
| Bank of Montreal | 0.07% | Add +1843.9% | 597,723 | $173.5M |
| Marshall Wace, LLP | 0.16% | Add +490.7% | 581,409 | $168.7M |
| ProShare Advisors LLC | 0.29% | Add +36.8% | 559,500 | $162.4M |
| Norges Bank | 0.02% | — | 522,045 | $151.5M |
| Goldman Sachs Group Inc. | 0.02% | Add +69.5% | 455,480 | $132.2M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +3.5% | 424,355 | $123.1M |
| PineStone Asset Management Inc. | 0.74% | Reduce -1.6% | 412,864 | $119.8M |
| Dimensional Fund Advisors LP | 0.02% | Add +23.9% | 364,599 | $105.8M |
| Champlain Investment Partners, LLC | 1.01% | Add +15.6% | 343,281 | $99.6M |
| Northern Trust Corp. | 0.01% | Reduce -19.8% | 322,408 | $93.6M |
| Bank of New York Mellon Corp | 0.02% | Add +22.2% | 318,219 | $92.3M |
| Boston Trust Walden Corp | 0.61% | Reduce -3.5% | 280,259 | $81.3M |
| Fiera Capital Corp | 0.25% | Reduce -3.1% | 271,525 | $78.8M |
| Two Sigma Investments, LP | 0.11% | Reduce -14.1% | 240,278 | $69.7M |
| Shapiro Capital Management LLC | 3.65% | New | 237,867 | $69.0M |
| First Trust Advisors LP | 0.05% | Add +37.8% | 221,011 | $64.1M |
| UBS Group AG | 0.01% | Reduce -10.0% | 190,655 | $55.3M |
| McDonald Capital Investors Inc. | 3.31% | Add +87.9% | 185,744 | $53.9M |
| Vest Financial, LLC | 0.63% | Add +30.8% | 170,147 | $49.4M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Add +676.7% | 169,102 | $49.1M |
| Legal & General Group Plc | 0.01% | Reduce -42.9% | 165,386 | $48.0M |
| Gotham Asset Management | 0.17% | Add +583.8% | 163,482 | $47.4M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.12% | Add +1891.5% | 163,187 | $47.4M |
| Jane Street Group, LLC | 0.06% | Add +116.5% | 160,807 | $46.7M |
| Royal London Asset Management Ltd. | 0.10% | Add +7.2% | 159,340 | $46.2M |
| Barclays PLC | 0.02% | Reduce -44.1% | 152,253 | $44.2M |
| Deutsche Bank AG | 0.01% | Reduce -18.3% | 146,549 | $42.5M |
| Everett Harris & Co. | 0.51% | Add +0.8% | 145,384 | $42.2M |
| Manufacturers Life Insurance Company, The | 0.03% | Add +497.1% | 137,860 | $40.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -51.0% | 137,652 | $39.9M |
| American Capital Management Inc. | 1.73% | Reduce -13.1% | 134,951 | $39.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.8% | 133,543 | $38.8M |
| Nomura Asset Management Co. Ltd. | 0.09% | Add +21.3% | 126,411 | $36.7M |
| Ariel Investments | 0.39% | New | 125,439 | $36.4M |
| Millennium Management | 0.03% | Reduce -5.6% | 124,386 | $36.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -13.5% | 123,811 | $35.9M |
| Markel Group | 0.28% | Add +4.4% | 121,873 | $35.4M |
| Alliancebernstein L.P. | 0.01% | Add +192.0% | 112,867 | $32.8M |
| Royal Bank of Canada | 0.01% | Add +7.5% | 111,033 | $32.2M |
| Nuveen, LLC | 0.01% | Add +11.0% | 110,104 | $32.0M |
| Regents of the University of California | 1.07% | New | 103,764 | $30.1M |
| Amundi | 0.01% | Reduce -21.1% | 95,857 | $27.8M |
| Capital Fund Management S.A. | 0.25% | Add +130.6% | 91,079 | $26.4M |
| Sone Capital Management, LLC | 2.14% | Reduce -4.6% | 90,740 | $26.3M |
| Ninety One North America, Inc. | 1.01% | Add +1.8% | 86,179 | $25.0M |
| California Public Employees Retirement System | 0.01% | Reduce -30.9% | 84,405 | $24.5M |
| Interval Partners, LP | 0.56% | Add +203.8% | 82,680 | $24.0M |
| Copeland Capital Management, LLC | 0.53% | Add +13.7% | 82,277 | $23.9M |
| Natixis Advisors, LLC | 0.03% | Reduce -5.0% | 81,644 | $23.7M |
| Rhumbline Advisers | 0.02% | Reduce -5.7% | 80,394 | $23.3M |
| Two Sigma Advisers, LP | 0.04% | Add +260.1% | 79,582 | $23.1M |
| Heron Bay Capital Management | 4.37% | Add +42.5% | 78,915 | $22.9M |
| BNP Paribas Financial Markets | 0.01% | Reduce -62.6% | 77,381 | $22.5M |
| Sei Investments Co. | 0.02% | Reduce -35.9% | 76,399 | $22.2M |
| Swiss National Bank | 0.01% | New | 74,520 | $21.6M |
| Voloridge Investment Management, LLC | 0.07% | Reduce -61.5% | 73,114 | $21.2M |
| FMR LLC | 0.00% | Add +104.3% | 72,844 | $21.1M |
| HSBC Holdings PLC | 0.01% | Reduce -70.0% | 68,785 | $20.0M |
| Schonfeld Strategic Advisors LLC | 0.10% | Add +7007.1% | 67,589 | $19.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.03% | Reduce -18.2% | 59,589 | $17.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -34.2% | 59,460 | $17.3M |
| HRT Financial LP | 0.05% | New | 58,075 | $16.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Reduce -93.2% | 58,425 | $16.6M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -1.2% | 55,632 | $16.1M |
| LPL Financial LLC | 0.00% | Reduce -36.1% | 55,256 | $16.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -46.7% | 55,120 | $16.0M |
| Earnest Partners LLC | 0.06% | Reduce -12.5% | 51,598 | $15.0M |
| Saybrook Capital | 3.71% | Reduce -5.6% | 51,407 | $14.9M |
| Ieq Capital, LLC | 0.04% | New | 50,802 | $14.7M |
| Distillate Capital Partners LLC | 0.75% | Add +1.0% | 50,280 | $14.6M |
| Susquehanna International Group, LLP | 0.02% | Reduce -11.9% | 45,136 | $13.1M |
| Balyasny Asset Management L.P. | 0.03% | New | 44,712 | $13.0M |
| Stifel Financial Corp. | 0.01% | Add +6.8% | 43,938 | $12.8M |
| Man Group plc | 0.02% | Add +69.6% | 43,790 | $12.7M |
| Running Oak Capital LLC | 1.58% | Add +5.0% | 43,414 | $12.6M |
| Principal Financial Group Inc. | 0.01% | Reduce -5.8% | 43,072 | $12.5M |
| Investment House LLC | 0.58% | Add +311.5% | 42,393 | $12.3M |
| Van Eck Associates Corp. | 0.01% | Add +178.9% | 41,622 | $12.1M |
| State of Michigan Retirement System | 0.06% | Reduce -2.5% | 39,235 | $11.4M |
| Squarepoint Ops LLC | 0.02% | Reduce -70.3% | 38,115 | $11.1M |
| Mariner, LLC | 0.01% | Add +213.9% | 37,800 | $11.0M |
| Quantinno Capital Management LP | 0.02% | Add +166.8% | 35,893 | $10.4M |
| California State Teachers Retirement System | 0.01% | Reduce -38.6% | 35,768 | $10.4M |
| New York State Teachers Retirement System | 0.02% | Add +3.0% | 34,410 | $10.0M |
| Taproot Management LP | 1.61% | — | 34,144 | $9.9M |
| Rockefeller Capital Management L.P. | 0.02% | Add +683.9% | 33,094 | $9.6M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -6.6% | 32,480 | $9.4M |
"% of holder's portfolio" is FDS's weight in each manager's 13F, not the share of Factset Research Systems Inc. the manager owns.