Who Owns Factset Research Systems Inc

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Factset Research Systems Inc.

Who crossed 5% of FDS →

Managers holding

as of 2026-09-30

Reported value

$10.7M

summed across filings

Shares held

39.5K

Added vs trimmed

7 / 8

since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

Manager	Shares	Value	Since last quarter
Deane Retirement Strategies, Inc.Stock16.2K shtrimmed	16.2K	$4.4M	trimmed
Bath Savings Trust CoCommon Stock5.8K shtrimmed	5.8K	$1.6M	trimmed
Ridgewood Investments LLCCOM3.2K shheld	3.2K	$855.2K	held
Wedmont Private CapitalCOM2K shadded	2K	$568.2K	added
ARGENT CAPITAL MANAGEMENT LLCCOM2K shheld	2K	$527.8K	held
GAMMA Investing LLCCommon Stock1.9K shadded	1.9K	$524.5K	added
Farther Finance Advisors, LLCStock1.5K shadded	1.5K	$408.2K	added
Apella Capital, LLCCOM1.3K shadded	1.3K	$345.9K	added
RIVERSEDGE ADVISORS, LLCCOM1.2K shadded	1.2K	$325K	added
BAKER TILLY WEALTH MANAGEMENT, LLCCOM1.1K shtrimmed	1.1K	$307.4K	trimmed
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCCOM851 shtrimmed	851	$230K	trimmed
Bullock Wealth Management GroupStock648 shadded	648	$179.9K	added
Grove Bank & TrustCOM501 shtrimmed	501	$135.2K	trimmed
CoreCap Advisors, LLCStock288 shtrimmed	288	$77.7K	trimmed
GK Wealth Management LLCCOM285 sh—	285	$77.1K	—
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock222 shtrimmed	222	$59.9K	trimmed
ELEVATION WEALTH PARTNERS, LLCCOM143 shheld	143	$38.6K	held
Trust CoStock108 shheld	108	$29.2K	held
FIRST COMMUNITY TRUST NACOM93 shheld	93	$25.1K	held
Rosenberg Matthew HamiltonStock61 shheld	61	$16.4K	held
MJT & Associates Financial Advisory Group, Inc.Stock22 shtrimmed	22	$5.9K	trimmed
AMERICAN NATIONAL BANK & TRUSTCOM13 shadded	13	$3.5K	added
Retirement Wealth Solutions LLCCOM9 sh—	9	$2.4K	—
ARMSTRONG ADVISORY GROUP, INCCOM6 shheld	6	$1.6K	held
Wealth Enhancement Trust Services, Inc.COM2 sh—	2	$540	—

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

More on FDS

Company overviewEverything on FDS in one place, with the price.SEC filingsWhat FDS's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat FDS's own officers and directors buy and sell.Funds holding itWhich funds and ETFs hold FDS, and how big a bet.LobbyingWhat FDS spends lobbying Congress, and on what.Who lobbies for itThe lobbyists on FDS's account, and who they worked for.Federal contractsWhat federal agencies pay FDS.

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