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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 $9.22B in total; Markel Group is the only superinvestor holding it.

Q2 2021 vs. Q1 2021

How the institutions holding Factset Research Systems Inc changed between Q1 2021 and Q2 2021.

All holders in Q2 2021All holders in Q1 2021

13F holders of FDS: Q1 2021 compared with Q2 2021
MeasureQ1 2021Of which not filed for Q2 2021Q2 2021Change
Holders5774595+22
Shares33.5M79.7K33.1M−312.1K (−0.9%)
Value$10.3B$24.6M$11.1B+$794.9M (+7.7%)

4 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (65)

Institutions that held Factset Research Systems Inc at the end of Q2 2021 but not at the end of Q1 2021.

Institutions new to FDS in Q2 2021
InstitutionSharesValue% of portfolio
Amundi57,368$19.3M0.01%
Mn Services Vermogensbeheer B.V.27,800$7.87M0.06%
BBVA USA12,193$4.09M0.23%
Balyasny Asset Management LLC8,219$2.76M0.02%
Interval Partners, LP6,000$2.01M0.12%
South Dakota Investment Council3,820$1.28M0.02%
K.J. Harrison & Partners Inc3,250$1.09M0.16%
Healthcare of Ontario Pension Plan Trust Fund3,000$1.01M0.00%
FORA Capital, LLC2,779$933.0K0.17%
Cerro Pacific Wealth Advisors LLC2,684$901.0K0.67%
JustInvest LLC2,259$758.0K0.08%
Unigestion Holding SA2,033$683.0K0.02%
IHT Wealth Management, LLC1,798$604.0K0.04%
Stokes Capital Advisors, LLC1,279$429.0K0.14%
Dean Investment Associates, LLC1,230$413.0K0.08%
Acadian Asset Management LLC1,160$389.0K0.00%
Ontario Teachers Pension Plan Board1,135$381.0K0.00%
Pendal Group Limited1,004$337.0K0.00%
Cetera Advisor Networks LLC936$314.0K0.00%
PEAK6 Investments LLC891$299.0K0.01%
Boothbay Fund Management, LLC889$298.0K0.01%
Walleye Trading LLC842$283.0K0.01%
Rockland Trust Co816$274.0K0.02%
Jefferies Group LLC803$269.5K0.00%
Quantamental Technologies LLC787$264.0K0.23%
Baldwin Investment Management, LLC772$259.0K0.04%
Gyon Technologies Capital Management, LP733$246.0K0.08%
Gsa Capital Partners LLP730$245.0K0.03%
Wealthfront Advisers LLC716$240.0K0.00%
Dynamic Technology Lab Private Ltd710$238.0K0.02%
Greenleaf Trust695$233.0K0.00%
TRUE Private Wealth Advisors659$221.0K0.03%
Northwest Bancshares, Inc.657$220.0K0.05%
Tower Bridge Advisors640$214.8K0.01%
Reynders McVeigh Capital Management, LLC638$214.0K0.01%
Capital Investment Advisory Services, LLC631$212.0K0.03%
Brookstone Capital Management628$211.0K0.00%
Bennett Selby Investments LP616$207.0K0.14%
Seven Springs Wealth Group, LLC612$205.0K0.09%
Checchi Capital Advisers, LLC604$203.0K0.03%
Davis R M Inc600$201.0K0.01%
Tiedemann Advisors, LLC600$201.0K0.01%
Pathstone Family Office, LLC599$201.0K0.01%
Intrust Bank NA596$200.0K0.03%
Dark Forest Capital Management LP547$184.0K0.08%
PNC Managed Account Solutions, Inc.479$161.0K0.03%
Belpointe Asset Management LLC382$128.0K0.01%
Kings Point Capital Management314$105.0K0.01%
Twin Tree Management, LP303$102.0K0.00%
Capital Advisors, Ltd. LLC237$80.0K0.01%
Addison Advisors LLC225$76.0K0.06%
Cullen/Frost Bankers, Inc.186$62.0K0.00%
Altshuler Shaham Ltd124$42.0K0.00%
Freedman Financial Associates, Inc.100$34.0K0.03%
Eagle Bay Advisors LLC93$33.0K0.03%
Clean Yield Group75$25.0K0.01%
Artemis Wealth Advisors, LLC71$24.0K0.00%
Strategic Blueprint, LLC57$19.0K0.00%
Sageworth Trust Co50$17.0K0.00%
Proequities, Inc.45$15.0K0.00%
Arkadios Wealth Advisors39$13.0K0.00%
Castleview Partners, LLC31$10.0K0.00%
West Branch Capital LLC28$9.00K0.00%
Delos Wealth Advisors, LLC6$2.00K0.00%
Financial Management Professionals, Inc.4$1.00K0.00%

Sold out (43)

Institutions that held Factset Research Systems Inc at the end of Q1 2021 and filed for Q2 2021 without it.

Institutions that sold out of FDS in Q2 2021
InstitutionShares, Q1 2021Value, Q1 2021
Arabesque Asset Management Ltd16,952$5.23M
Renaissance Technologies LLC16,450$5.08M
Marshall Wace North America L.P.15,789$4.87M
Sciencast Management LP8,360$2.58M
Fortis Capital Management LLC6,053$1.87M
Blueshift Asset Management, LLC4,285$1.32M
CIBC World Markets Corp4,078$1.26M
Level Four Advisory Services, LLC3,980$1.23M
Virtu Financial LLC3,277$1.01M
Nomura Holdings Inc3,200$990.0K
Tributary Capital Management, LLC2,300$710.0K
Sound Financial Strategies Group, LLC1,816$560.0K
LS Investment Advisors, LLC1,682$519.0K
Magnetar Financial LLC1,458$450.0K
Koshinski Asset Management, Inc.1,388$428.0K
Verition Fund Management LLC1,357$419.0K
ETF Managers Group, LLC1,226$382.0K
Quantitative Systematic Strategies LLC1,118$345.0K
Caxton Associates LP1,062$328.0K
Pearl River Capital, LLC937$289.0K
Quantitative Investment Management, LLC864$266.0K
Catalyst Capital Advisors LLC845$261.0K
Bridgewater Associates, LP743$229.0K
Vontobel Holding Ltd.702$217.0K
Ameritas Investment Company, LLC659$203.4K
Navellier & Associates Inc649$200.0K
NuWave Investment Management, LLC300$93.0K
Liberty Wealth Management LLC190$59.0K
Valeo Financial Advisors, LLC120$37.0K
Penserra Capital Management LLC89$27.0K
First Quadrant L P78$24.0K
Pinebridge Investments, L.P.75$23.0K
Human Investing LLC44$14.0K
Allred Capital Management, LLC44$13.4K
MPS Loria Financial Planners, LLC45$13.0K
Meridian Wealth Partners, LLC31$10.0K
Sargent Bickham Lagudis LLC30$9.00K
Evolution Wealth Advisors, LLC29$9.00K
International Assets Investment Management, LLC24$8.00K
Sowell Financial Services LLC14$5.00K
Wealthcare Advisory Partners LLC17$5.00K
Brand Asset Management Group, Inc.10$3.00K
Sofos Investments, Inc.0$34

Not filed for Q2 2021 yet (4)

Institutions that held Factset Research Systems Inc at the end of Q1 2021 and haven't filed a 13F for Q2 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding FDS in Q1 2021 that haven't filed for Q2 2021
InstitutionShares, Q1 2021Value, Q1 2021
Amundi Asset Management US, Inc.56,190$17.3M
BBVA USA Bancshares, Inc.13,398$4.13M
Bokf, NA6,016$1.86M
Cordatus Wealth Management LLC4,058$1.25M