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.
13F holders, Q2 2021
Institutional positions in Factset Research Systems Inc as of Jun 30, 2021. 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
- 595
- +22 vs. Q1 2021
- Shares held
- 33.1M
- −312.1K (−0.9%) vs. Q1 2021
- Total value
- $11.1B
- +$794.9M (+7.7%) vs. Q1 2021
- New holders
- 65
- 207 more added
- Sold out
- 43
- 193 more reduced
4 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: 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 | $9.22B |
| Q1 2026 | 726 | $8.21B |
| Q4 2025 | 798 | $10.6B |
| Q3 2025 | 775 | $10.6B |
| Q2 2025 | 837 | $15.9B |
| Q1 2025 | 828 | $16.2B |
| Q4 2024 | 847 | $17.2B |
| Q3 2024 | 833 | $16.5B |
| Q2 2024 | 807 | $14.6B |
| Q1 2024 | 782 | $15.9B |
| Q4 2023 | 775 | $16.5B |
| Q3 2023 | 733 | $15.2B |
| Q2 2023 | 737 | $13.7B |
| Q1 2023 | 723 | $14.0B |
| Q4 2022 | 743 | $13.5B |
| Q3 2022 | 692 | $13.8B |
| Q2 2022 | 693 | $13.0B |
| Q1 2022 | 704 | $14.8B |
| Q4 2021 | 695 | $16.5B |
| Q3 2021 | 621 | $13.1B |
| Q2 2021 | 595 | $11.1B |
| Q1 2021 | 577 | $10.3B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Factset Research Systems Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Enterprise Financial Services Corp | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4 | $1.00K | 0.00% | +4 | New |
| Bartlett & Co. Wealth Management LLC | 3 | $1.01K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 5 | $1.68K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 6 | $2.00K | 0.00% | +6 | New |
| Winch Advisory Services, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 11 | $4.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 16 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 15 | $5.00K | 0.00% | −1−6.3% | Reduced |
| MV Capital Management, Inc. | 14 | $5.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 16 | $6.00K | 0.00% | −9−36.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 18 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 19 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ossiam | 20 | $7.00K | 0.00% | −339−94.4% | Reduced |
| San Francisco Sentry Investment Group (Ca) | 21 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 27 | $9.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 27 | $9.00K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 27 | $9.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 28 | $9.00K | 0.00% | +28 | New |
| Duncker Streett & Co Inc | 30 | $10.0K | 0.00% | −32−51.6% | Reduced |
| Hoover Financial Advisors, Inc. | 29 | $10.0K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 29 | $10.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 29 | $10.0K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 31 | $10.0K | 0.00% | +31 | New |
| FormulaFolio Investments, LLC | 33 | $11.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 32 | $11.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 37 | $12.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 39 | $13.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 39 | $13.0K | 0.00% | +16+69.6% | Added |
| Arkadios Wealth Advisors | 39 | $13.0K | 0.00% | +39 | New |
| Geneos Wealth Management Inc. | 43 | $14.0K | 0.00% | +16+59.3% | Added |
| Johnson Financial Group, Inc. | 43 | $14.0K | 0.00% | +16+59.3% | Added |
| Versant Capital Management, Inc | 46 | $15.0K | 0.01% | +25+119.0% | Added |
| Proequities, Inc. | 45 | $15.0K | 0.00% | +45 | New |
| Jacobi Capital Management LLC | 49 | $16.0K | 0.00% | +14+40.0% | Added |
| JFS Wealth Advisors, LLC | 50 | $17.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 52 | $17.0K | 0.01% | +21+67.7% | Added |
| Sageworth Trust Co | 50 | $17.0K | 0.00% | +50 | New |
| Huntington National Bank | 57 | $19.0K | 0.00% | −110−65.9% | Reduced |
| NEXT Financial Group, Inc | 55 | $19.0K | 0.00% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 57 | $19.0K | 0.00% | +57 | New |
| Arrow Financial Corp | 60 | $20.0K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 65 | $21.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 64 | $21.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 62 | $21.0K | 0.00% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 62 | $21.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 64 | $22.0K | 0.01% | −27−29.7% | Reduced |
| Motco | 67 | $22.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 66 | $22.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 67 | $22.5K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 73 | $23.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 65 | $24.0K | 0.01% | −68−51.1% | Reduced |
| Artemis Wealth Advisors, LLC | 71 | $24.0K | 0.00% | +71 | New |
| Hartford Financial Management Inc. | 75 | $25.0K | 0.01% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 77 | $25.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 75 | $25.0K | 0.01% | +75 | New |
| Brewin Dolphin Ltd | 77 | $25.8K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 80 | $27.0K | 0.00% | −90−52.9% | Reduced |
| Bogart Wealth, LLC | 92 | $31.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 94 | $32.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 93 | $33.0K | 0.03% | +93 | New |
| American Research & Management Co. | 100 | $34.0K | 0.01% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 100 | $34.0K | 0.03% | +100 | New |
| Lenox Wealth Advisors, LLC | 105 | $35.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 103 | $35.0K | 0.01% | +80+347.8% | Added |
| Parallel Advisors, LLC | 109 | $37.0K | 0.00% | +10+10.1% | Added |
| Archer Investment Corp | 120 | $40.3K | 0.02% | 00.0% | Unchanged |
| Sandy Spring Bank | 124 | $42.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 124 | $42.0K | 0.00% | +124 | New |
| Front Row Advisors LLC | 118 | $43.0K | 0.02% | −2−1.7% | Reduced |
| Quadrant Capital Group LLC | 127 | $43.0K | 0.01% | +36+39.6% | Added |
| Column Capital Advisors, LLC | 131 | $44.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 153 | $51.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 170 | $61.0K | 0.03% | +30+21.4% | Added |
| Global Retirement Partners, LLC | 185 | $62.0K | 0.01% | −5−2.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 186 | $62.0K | 0.00% | +186 | New |
| American Portfolios Advisors | 217 | $72.8K | 0.00% | +82+60.7% | Added |
| Addison Advisors LLC | 225 | $76.0K | 0.06% | +225 | New |
| Riverview Trust Co | 233 | $78.0K | 0.08% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 237 | $80.0K | 0.01% | +237 | New |
| Wolff Wiese Magana LLC | 248 | $83.0K | 0.06% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 272 | $91.0K | 0.00% | −66,443−99.6% | Reduced |
| First Horizon Advisors, Inc. | 278 | $92.0K | 0.00% | −8−2.8% | Reduced |
| Exchange Traded Concepts, LLC | 280 | $94.0K | 0.00% | +195+229.4% | Added |
| Signaturefd, LLC | 284 | $95.0K | 0.00% | +19+7.2% | Added |
| CWM, LLC | 290 | $97.0K | 0.00% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 264 | $98.0K | 0.11% | +139+111.2% | Added |