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 |
|---|---|---|---|---|---|
| Covington Capital Management | 297 | $100.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 300 | $101.0K | 0.00% | +220+275.0% | Added |
| Twin Tree Management, LP | 303 | $102.0K | 0.00% | +303 | New |
| Kings Point Capital Management | 314 | $105.0K | 0.01% | +314 | New |
| IFP Advisors, Inc | 357 | $120.0K | 0.00% | +102+40.0% | Added |
| Harbor Investment Advisory, LLC | 365 | $122.0K | 0.02% | +15+4.3% | Added |
| Ellis Investment Partners, LLC | 375 | $125.0K | 0.03% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 382 | $128.0K | 0.01% | +382 | New |
| PrairieView Partners, LLC | 400 | $134.0K | 0.02% | 00.0% | Unchanged |
| Standard Family Office LLC | 427 | $143.0K | 0.03% | +270+172.0% | Added |
| Farmers & Merchants Investments Inc | 437 | $147.0K | 0.01% | 00.0% | Unchanged |
| PNC Managed Account Solutions, Inc. | 479 | $161.0K | 0.03% | +479 | New |
| Sage Private Wealth Group, LLC | 495 | $166.0K | 0.22% | 00.0% | Unchanged |
| Capco Asset Management, LLC | 525 | $176.0K | 0.05% | 00.0% | Unchanged |
| Delta Asset Management LLC | 530 | $178.0K | 0.02% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 547 | $184.0K | 0.08% | +547 | New |
| Caldwell Trust Co | 552 | $185.3K | 0.02% | −32−5.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 564 | $189.0K | 0.01% | +65+13.0% | Added |
| Natixis Investment Managers International | 581 | $194.0K | 0.01% | −15−2.5% | Reduced |
| Intrust Bank NA | 596 | $200.0K | 0.03% | +596 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 600 | $201.0K | 0.01% | +200+50.0% | Added |
| Davis R M Inc | 600 | $201.0K | 0.01% | +600 | New |
| Tiedemann Advisors, LLC | 600 | $201.0K | 0.01% | +600 | New |
| Pathstone Family Office, LLC | 599 | $201.0K | 0.01% | +599 | New |
| Checchi Capital Advisers, LLC | 604 | $203.0K | 0.03% | +604 | New |
| Seven Springs Wealth Group, LLC | 612 | $205.0K | 0.09% | +612 | New |
| Bennett Selby Investments LP | 616 | $207.0K | 0.14% | +616 | New |
| Brookstone Capital Management | 628 | $211.0K | 0.00% | +628 | New |
| Capital Investment Advisory Services, LLC | 631 | $212.0K | 0.03% | +631 | New |
| Reynders McVeigh Capital Management, LLC | 638 | $214.0K | 0.01% | +638 | New |
| Tower Bridge Advisors | 640 | $214.8K | 0.01% | +640 | New |
| Fifth Third Bancorp | 652 | $219.0K | 0.00% | +59+9.9% | Added |
| Northwest Bancshares, Inc. | 657 | $220.0K | 0.05% | +657 | New |
| TRUE Private Wealth Advisors | 659 | $221.0K | 0.03% | +659 | New |
| Crawford Investment Counsel Inc | 662 | $222.0K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 666 | $224.0K | 0.08% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 667 | $224.0K | 0.08% | +167+33.4% | Added |
| Estabrook Capital Management | 675 | $226.5K | 0.03% | −70−9.4% | Reduced |
| Seelaus Asset Management LLC | 690 | $232.0K | 0.14% | 00.0% | Unchanged |
| Greenleaf Trust | 695 | $233.0K | 0.00% | +695 | New |
| AMG National Trust Bank | 697 | $234.0K | 0.01% | 00.0% | Unchanged |
| Nachman Norwood & Parrott, Inc | 710 | $238.0K | 0.02% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 710 | $238.0K | 0.02% | +710 | New |
| Wealthfront Advisers LLC | 716 | $240.0K | 0.00% | +716 | New |
| Paces Ferry Wealth Advisors, LLC | 721 | $242.0K | 0.18% | −11−1.5% | Reduced |
| Ci Investments Inc. | 724 | $243.0K | 0.00% | +168+30.2% | Added |
| Gsa Capital Partners LLP | 730 | $245.0K | 0.03% | +730 | New |
| Gyon Technologies Capital Management, LP | 733 | $246.0K | 0.08% | +733 | New |
| Meeder Asset Management Inc | 737 | $247.0K | 0.01% | −5−0.7% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 743 | $249.0K | 0.00% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 750 | $252.0K | 0.02% | 00.0% | Unchanged |
| Milestone Advisory Partners | 750 | $252.0K | 0.13% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 753 | $252.0K | 0.05% | +102+15.7% | Added |
| Precision Wealth Strategies, LLC | 769 | $258.0K | 0.22% | −62−7.5% | Reduced |
| Baldwin Investment Management, LLC | 772 | $259.0K | 0.04% | +772 | New |
| CIBC World Markets Inc. | 783 | $263.0K | 0.00% | +42+5.7% | Added |
| Quantamental Technologies LLC | 787 | $264.0K | 0.23% | +787 | New |
| Middleton & Co Inc | 800 | $268.0K | 0.03% | 00.0% | Unchanged |
| Jefferies Group LLC | 803 | $269.5K | 0.00% | +803 | New |
| Investment Partners, Ltd. | 805 | $270.0K | 0.12% | +2+0.2% | Added |
| Advisor Partners LLC | 812 | $273.0K | 0.02% | +23+2.9% | Added |
| Rockland Trust Co | 816 | $274.0K | 0.02% | +816 | New |
| Spire Wealth Management | 828 | $278.0K | 0.01% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 836 | $280.0K | 0.08% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 843 | $283.0K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 842 | $283.0K | 0.01% | +842 | New |
| Kestra Private Wealth Services, LLC | 855 | $287.0K | 0.02% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 864 | $290.0K | 0.01% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 863 | $290.0K | 0.01% | +76+9.7% | Added |
| MAI Capital Management | 868 | $291.0K | 0.01% | −274−24.0% | Reduced |
| Bruderman Asset Management, LLC | 886 | $297.0K | 0.09% | +60+7.3% | Added |
| Mirabella Financial Services LLP | 888 | $298.0K | 0.06% | −1,738−66.2% | Reduced |
| Boothbay Fund Management, LLC | 889 | $298.0K | 0.01% | +889 | New |
| PEAK6 Investments LLC | 891 | $299.0K | 0.01% | +891 | New |
| Rowland & Co Investment Counsel | 910 | $305.4K | 0.08% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 920 | $309.0K | 0.02% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 936 | $314.0K | 0.00% | +936 | New |
| Procyon Private Wealth Partners, LLC | 981 | $329.0K | 0.09% | +60+6.5% | Added |
| Miracle Mile Advisors, LLC | 1,000 | $336.0K | 0.02% | 00.0% | Unchanged |
| Pendal Group Limited | 1,004 | $337.0K | 0.00% | +1,004 | New |
| Eqis Capital Management, Inc. | 1,008 | $338.0K | 0.03% | −1,354−57.3% | Reduced |
| Birch Hill Investment Advisors LLC | 1,012 | $340.0K | 0.02% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 1,022 | $343.0K | 0.03% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,022 | $343.0K | 0.01% | +12+1.2% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 1,025 | $344.0K | 0.01% | −156−13.2% | Reduced |
| Raymond James Trust N.A. | 1,047 | $351.0K | 0.01% | −37−3.4% | Reduced |
| Silver Lake Advisory, LLC | 981 | $351.0K | 0.17% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,049 | $352.0K | 0.03% | −41−3.8% | Reduced |
| Bellevue Group AG | 1,050 | $352.0K | 0.00% | 00.0% | Unchanged |
| Covenant Partners, LLC | 1,053 | $353.0K | 0.13% | −13−1.2% | Reduced |
| IBM Retirement Fund | 1,064 | $357.0K | 0.03% | −189−15.1% | Reduced |
| EP Wealth Advisors, LLC | 1,065 | $357.0K | 0.01% | +5+0.5% | Added |
| Alps Advisors Inc | 1,067 | $358.0K | 0.00% | 00.0% | Unchanged |
| OPSEU Pension Plan Trust Fund | 1,060 | $359.0K | 0.09% | −611−36.6% | Reduced |
| Alhambra Investment Partners LLC | 1,070 | $359.0K | 0.27% | 00.0% | Unchanged |
| Creative Planning | 1,075 | $361.0K | 0.00% | −808−42.9% | Reduced |
| Dumont & Blake Investment Advisors LLC | 1,080 | $362.0K | 0.10% | 00.0% | Unchanged |
| Twinbeech Capital LP | 1,082 | $363.0K | 0.04% | −379−25.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,087 | $365.0K | 0.01% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 1,096 | $368.0K | 0.21% | 00.0% | Unchanged |