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 $9.23B in total; Markel Group is the only superinvestor holding it.
13F holders, Q2 2026
Institutional positions in Factset Research Systems Inc as of Jun 30, 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
- 767
- +46 vs. Q1 2026
- Shares held
- 40.1M
- +2.29M (+6.0%) vs. Q1 2026
- Total value
- $9.23B
- +$1.02B (+12.4%) vs. Q1 2026
- New holders
- 139
- 276 more added
- Sold out
- 93
- 245 more reduced
5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 | $9.23B |
| Q1 2026 | 726 | $8.22B |
| Q4 2025 | 798 | $10.6B |
| Q3 2025 | 775 | $11.0B |
| Q2 2025 | 837 | $15.9B |
| Q1 2025 | 829 | $16.2B |
| Q4 2024 | 847 | $17.3B |
| Q3 2024 | 833 | $16.7B |
| Q2 2024 | 807 | $14.8B |
| Q1 2024 | 782 | $17.4B |
| Q4 2023 | 775 | $17.4B |
| Q3 2023 | 733 | $15.2B |
| Q2 2023 | 737 | $13.7B |
| Q1 2023 | 723 | $14.0B |
| Q4 2022 | 743 | $13.5B |
| Q3 2022 | 693 | $13.8B |
| Q2 2022 | 693 | $13.0B |
| Q1 2022 | 704 | $14.9B |
| Q4 2021 | 695 | $16.6B |
| Q3 2021 | 621 | $13.1B |
| Q2 2021 | 595 | $11.1B |
| Q1 2021 | 577 | $10.4B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Factset Research Systems Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bamco Inc | 4,200,856 | $966.5M | 1.45% | +444,269+11.8% | Added |
| BlackRock, Inc. | 2,858,389 | $657.7M | 0.01% | +32,566+1.2% | Added |
| Vanguard Capital Management LLC | 2,379,691 | $547.5M | 0.01% | −28,945−1.2% | Reduced |
| State Street Corp | 1,873,867 | $431.1M | 0.01% | −24,534−1.3% | Reduced |
| Vanguard Portfolio Management LLC | 1,781,324 | $409.8M | 0.02% | −25,368−1.4% | Reduced |
| AQR Capital Management LLC | 1,675,700 | $385.5M | 0.13% | +1,368,158+444.9% | Added |
| Loomis Sayles & Co L P | 1,439,274 | $331.1M | 0.42% | −38,754−2.6% | Reduced |
| Geode Capital Management, LLC | 1,380,700 | $317.3M | 0.02% | +238,365+20.9% | Added |
| Ninety One UK Ltd | 1,189,240 | $273.6M | 0.61% | −5,756−0.5% | Reduced |
| Morgan Stanley | 1,100,714 | $253.3M | 0.01% | +50,394+4.8% | Added |
| Invesco Ltd. | 954,411 | $219.6M | 0.02% | −117,252−10.9% | Reduced |
| Bank of America Corp | 765,564 | $176.1M | 0.01% | −77,151−9.2% | Reduced |
| ProShare Advisors LLC | 681,037 | $156.7M | 0.23% | +85,035+14.3% | Added |
| Arrowstreet Capital, Limited Partnership | 601,136 | $138.3M | 0.06% | +223,210+59.1% | Added |
| Goldman Sachs Group Inc | 600,225 | $138.1M | 0.01% | +57,402+10.6% | Added |
| Charles Schwab Investment Management Inc | 504,351 | $116.0M | 0.02% | +31,221+6.6% | Added |
| UBS Group AG | 407,914 | $93.9M | 0.01% | +44,099+12.1% | Added |
| Marshall Wace, LLP | 403,312 | $92.8M | 0.08% | −387,517−49.0% | Reduced |
| Wells Fargo & Company | 369,718 | $85.1M | 0.01% | −323,513−46.7% | Reduced |
| Northern Trust Corp | 362,277 | $83.4M | 0.01% | +15,109+4.4% | Added |
| Capital World Investors | 350,319 | $80.6M | 0.01% | +350,319 | New |
| Shapiro Capital Management LLC | 348,359 | $80.2M | 4.86% | +17,818+5.4% | Added |
| Dimensional Fund Advisors LP | 327,779 | $75.4M | 0.01% | −34,863−9.6% | Reduced |
| Gotham Asset Management, LLC | 324,096 | $74.6M | 0.17% | +50,817+18.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 301,875 | $69.5M | 0.19% | +301,875 | New |
| Bank of New York Mellon Corp | 298,101 | $68.6M | 0.01% | +4,010+1.4% | Added |
| Equity Investment Corp | 285,233 | $65.6M | 1.25% | −2,384−0.8% | Reduced |
| Jane Street Group, LLC | 277,855 | $63.9M | 0.04% | +229,722+477.3% | Added |
| State of Michigan Retirement System | 265,428 | $61.1M | 0.27% | +20,905+8.5% | Added |
| Boston Trust Walden Corp | 242,449 | $55.8M | 0.42% | −13,355−5.2% | Reduced |
| Ariel Investments, LLC | 234,096 | $53.9M | 0.54% | +9,049+4.0% | Added |
| Yacktman Asset Management LP | 229,620 | $52.8M | 0.65% | +3,746+1.7% | Added |
| Ranmore Fund Management Ltd | 223,991 | $51.5M | 5.71% | +38,000+20.4% | Added |
| Susquehanna International Group, LLP | 212,342 | $48.9M | 0.04% | +148,612+233.2% | Added |
| Norges Bank | 208,310 | $47.9M | 0.00% | +208,310 | New |
| FMR LLC | 207,400 | $47.7M | 0.00% | +96,477+87.0% | Added |
| Vanguard Fiduciary Trust Co | 204,568 | $47.1M | 0.01% | −4,952−2.4% | Reduced |
| CBOE Vest Financial, LLC | 202,058 | $46.5M | 0.49% | +19,802+10.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 198,297 | $45.6M | 0.09% | −6,299−3.1% | Reduced |
| Heron Bay Capital Management | 196,176 | $45.1M | 4.09% | −33,126−14.4% | Reduced |
| Royal Bank of Canada | 191,613 | $44.1M | 0.01% | +1,598+0.8% | Added |
| Deutsche Bank AG | 187,400 | $43.1M | 0.01% | −9,914−5.0% | Reduced |
| Bank of Montreal | 177,354 | $40.8M | 0.01% | −390,112−68.7% | Reduced |
| McDonald Capital Investors Inc | 175,541 | $40.4M | 2.95% | −12,600−6.7% | Reduced |
| Everett Harris & Co | 160,592 | $36.9M | 0.45% | +7,855+5.1% | Added |
| Nomura Asset Management Co Ltd | 155,621 | $35.8M | 0.08% | +20,538+15.2% | Added |
| Royal London Asset Management Ltd | 149,640 | $34.4M | 0.06% | −4,324−2.8% | Reduced |
| Raymond James Financial Inc | 148,732 | $34.2M | 0.01% | −3,297−2.2% | Reduced |
| Longaeva Partners L.P. | 146,725 | $33.8M | 0.97% | +146,725 | New |
| LSV Asset Management | 146,659 | $33.7M | 0.06% | +142,579+3,494.6% | Added |
| HRT Financial LP | 144,762 | $33.3M | 0.06% | −1,890−1.3% | Reduced |
| Voloridge Investment Management, LLC | 144,428 | $33.2M | 0.14% | −14,919−9.4% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 135,376 | $31.1M | 0.24% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 134,437 | $30.9M | 0.02% | +49,892+59.0% | Added |
| Millennium Management LLC | 134,039 | $30.8M | 0.02% | +75,596+129.3% | Added |
| Nuveen, LLC | 124,649 | $28.7M | 0.01% | −6,456−4.9% | Reduced |
| Quantinno Capital Management LP | 123,669 | $28.5M | 0.03% | +56,716+84.7% | Added |
| HighTower Advisors, LLC | 121,962 | $28.1M | 0.03% | +3,147+2.6% | Added |
| JPMorgan Chase & Co | 117,632 | $27.9M | 0.00% | −5,420−4.4% | Reduced |
| UBS Asset Management Americas Inc | 117,804 | $27.1M | 0.00% | −19,884−14.4% | Reduced |
| First Trust Advisors LP | 103,988 | $23.9M | 0.01% | +55,531+114.6% | Added |
| Balyasny Asset Management LLC | 99,341 | $22.9M | 0.04% | +99,341 | New |
| Barclays PLC | 98,906 | $22.8M | 0.01% | −30,244−23.4% | Reduced |
| Envestnet Asset Management Inc | 92,107 | $21.2M | 0.00% | +815+0.9% | Added |
| Mariner, LLC | 90,711 | $20.9M | 0.02% | +64,658+248.2% | Added |
| SG Americas Securities, LLC | 88,744 | $20.4M | 0.01% | +17,824+25.1% | Added |
| HSBC Holdings PLC | 87,108 | $20.0M | 0.01% | −2,673−3.0% | Reduced |
| Two Sigma Investments, LP | 86,499 | $19.9M | 0.01% | −258,390−74.9% | Reduced |
| Ninety One North America, Inc. | 84,770 | $19.5M | 0.91% | −3,133−3.6% | Reduced |
| Natixis Advisors, L.P. | 79,723 | $18.3M | 0.02% | −1,916−2.3% | Reduced |
| Rhumbline Advisers | 77,559 | $17.8M | 0.01% | −8,668−10.1% | Reduced |
| Citigroup Inc | 75,765 | $17.4M | 0.01% | +36,733+94.1% | Added |
| Vanguard Global Advisers, LLC | 74,939 | $17.2M | 0.01% | −4,007−5.1% | Reduced |
| Distillate Capital Partners LLC | 74,654 | $17.2M | 0.89% | +1,805+2.5% | Added |
| AE Wealth Management LLC | 74,546 | $17.2M | 0.08% | +72,212+3,093.9% | Added |
| Capricorn Fund Managers Ltd | 74,500 | $17.1M | 1.37% | +74,500 | New |
| Ieq Capital, LLC | 74,386 | $17.1M | 0.08% | +74,386 | New |
| Swiss National Bank | 73,160 | $16.8M | 0.01% | −200−0.3% | Reduced |
| GW&K Investment Management, LLC | 69,756 | $16.0M | 0.13% | −5,086−6.8% | Reduced |
| Alyeska Investment Group, L.P. | 67,534 | $15.5M | 0.04% | +67,534 | New |
| Ameriprise Financial Inc | 66,554 | $15.3M | 0.00% | −389−0.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 65,443 | $15.1M | 0.01% | +6,587+11.2% | Added |
| Legal & General Group Plc | 65,071 | $15.0M | 0.00% | −12,355−16.0% | Reduced |
| Sone Capital Management, LLC | 64,630 | $14.9M | 1.13% | −2,022−3.0% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 63,478 | $14.7M | 0.02% | +903+1.4% | Added |
| Royce & Associates LP | 62,914 | $14.5M | 0.12% | −2,225−3.4% | Reduced |
| Amundi | 61,419 | $14.1M | 0.00% | −31,797−34.1% | Reduced |
| Creative Planning | 60,404 | $13.9M | 0.01% | +25,888+75.0% | Added |
| Trexquant Investment LP | 60,013 | $13.8M | 0.09% | +32,942+121.7% | Added |
| Earnest Partners LLC | 58,865 | $13.5M | 0.05% | +17,126+41.0% | Added |
| Monimus Capital Management, LP | 57,192 | $13.2M | 3.34% | +4,700+9.0% | Added |
| Financial Strategies Group, Inc. | 51,249 | $12.7M | 2.02% | −1,924−3.6% | Reduced |
| Price T Rowe Associates Inc | 54,704 | $12.6M | 0.00% | −63−0.1% | Reduced |
| Westwood Holdings Group Inc. | 54,429 | $12.5M | 0.09% | +1,979+3.8% | Added |
| Los Angeles Capital Management LLC | 53,485 | $12.3M | 0.05% | −81,765−60.5% | Reduced |
| Hiddenite Capital Partners LP | 53,000 | $12.2M | 3.00% | +53,000 | New |
| Principal Financial Group Inc | 51,556 | $11.9M | 0.01% | +6,347+14.0% | Added |
| California Public Employees Retirement System | 51,067 | $11.7M | 0.01% | −22,543−30.6% | Reduced |
| Willis Investment Counsel | 51,021 | $11.7M | 0.56% | +8,197+19.1% | Added |
| Rockefeller Capital Management L.P. | 47,231 | $10.9M | 0.02% | +36,459+338.5% | Added |