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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.

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.

Institutional holdersQ2 2021: 595 institutions
Q1 2021: 577 institutionsQ2 2021: 595 institutionsQ3 2021: 621 institutionsQ4 2021: 695 institutionsQ1 2022: 704 institutionsQ2 2022: 693 institutionsQ3 2022: 692 institutionsQ4 2022: 743 institutionsQ1 2023: 723 institutionsQ2 2023: 737 institutionsQ3 2023: 733 institutionsQ4 2023: 775 institutionsQ1 2024: 782 institutionsQ2 2024: 807 institutionsQ3 2024: 833 institutionsQ4 2024: 847 institutionsQ1 2025: 828 institutionsQ2 2025: 837 institutionsQ3 2025: 775 institutionsQ4 2025: 798 institutionsQ1 2026: 726 institutionsQ2 2026: 767 institutions
Value heldQ2 2021: $11.1B
Q1 2021: $10.3BQ2 2021: $11.1BQ3 2021: $13.1BQ4 2021: $16.5BQ1 2022: $14.8BQ2 2022: $13.0BQ3 2022: $13.8BQ4 2022: $13.5BQ1 2023: $14.0BQ2 2023: $13.7BQ3 2023: $15.2BQ4 2023: $16.5BQ1 2024: $15.9BQ2 2024: $14.6BQ3 2024: $16.5BQ4 2024: $17.2BQ1 2025: $16.2BQ2 2025: $15.9BQ3 2025: $10.6BQ4 2025: $10.6BQ1 2026: $8.21BQ2 2026: $9.22B
Institutions holding FDS and their total value by quarter
QuarterHoldersValue
Q2 2026767$9.22B
Q1 2026726$8.21B
Q4 2025798$10.6B
Q3 2025775$10.6B
Q2 2025837$15.9B
Q1 2025828$16.2B
Q4 2024847$17.2B
Q3 2024833$16.5B
Q2 2024807$14.6B
Q1 2024782$15.9B
Q4 2023775$16.5B
Q3 2023733$15.2B
Q2 2023737$13.7B
Q1 2023723$14.0B
Q4 2022743$13.5B
Q3 2022692$13.8B
Q2 2022693$13.0B
Q1 2022704$14.8B
Q4 2021695$16.5B
Q3 2021621$13.1B
Q2 2021595$11.1B
Q1 2021577$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.

Institutions holding FDS in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Seeyond2,687$901.0K0.08%+12+0.4%Added
Cerro Pacific Wealth Advisors LLC2,684$901.0K0.67%+2,684New
Naples Global Advisors, LLC2,635$884.0K0.12%+343+15.0%Added
Whittier Trust Co of Nevada Inc2,606$875.0K0.04%+51+2.0%Added
Quadrature Capital Ltd2,558$859.0K0.03%−683−21.1%Reduced
Mission Wealth Management, LP2,556$858.0K0.05%−58−2.2%Reduced
Connable Office Inc2,521$846.0K0.12%−54−2.1%Reduced
AdvisorNet Financial, Inc2,521$846.0K0.06%+133+5.6%Added
Banque Cantonale Vaudoise2,500$840.0K0.04%+1,200+92.3%Added
Snowden Capital Advisors LLC2,493$836.7K0.04%+167+7.2%Added
Coastal Capital Group, Inc.2,483$833.0K0.20%+6+0.2%Added
Voloridge Investment Management, LLC2,378$798.0K0.01%−26,054−91.6%Reduced
Mercer Global Advisors Inc2,303$773.0K0.01%+182+8.6%Added
Profund Advisors LLC2,296$772.0K0.03%−84−3.5%Reduced
FourThought Financial, LLC2,273$762.0K0.10%+264+13.1%Added
Conestoga Capital Advisors, LLC2,264$760.0K0.01%+198+9.6%Added
JustInvest LLC2,259$758.0K0.08%+2,259New
Ninety One SA (PTY) Ltd2,250$755.0K0.28%00.0%Unchanged
ExodusPoint Capital Management, LP2,236$750.0K0.01%−1,289−36.6%Reduced
American Century Companies Inc2,204$740.0K0.00%−178−7.5%Reduced
Argent Capital Management LLC2,200$738.0K0.02%00.0%Unchanged
Sumitomo Mitsui DS Asset Management Company, Ltd2,187$733.0K0.02%−7−0.3%Reduced
Centiva Capital, LP2,181$732.0K0.06%+969+80.0%Added
Henshaw Capital LLC2,168$727.7K0.05%+5+0.2%Added
Davenport & Co LLC2,151$722.0K0.01%+16+0.7%Added
Shelton Capital Management2,145$720.0K0.03%00.0%Unchanged
FDx Advisors, Inc.2,144$720.0K0.02%+63+3.0%Added
Donoghue Forlines LLC2,137$717.0K0.13%+101+5.0%Added
Stratos Wealth Partners, LTD.2,094$703.0K0.02%+241+13.0%Added
Institute for Wealth Management, LLC.2,048$687.0K0.12%+146+7.7%Added
Unigestion Holding SA2,033$683.0K0.02%+2,033New
GWM Advisors LLC1,981$665.0K0.02%−60−2.9%Reduced
McDonald Partners LLC1,981$665.0K0.16%+1+0.1%Added
Stock Yards Bank & Trust Co1,969$661.0K0.04%00.0%Unchanged
Valmark Advisers, Inc.1,910$641.0K0.01%−1−0.1%Reduced
First Hawaiian Bank1,905$639.0K0.03%−172−8.3%Reduced
Glenmede Trust Co NA1,880$630.0K0.00%−3−0.2%Reduced
Cresset Asset Management, LLC1,864$626.0K0.01%+36+2.0%Added
TrimTabs Asset Management, LLC1,850$614.0K0.31%−132−6.7%Reduced
IHT Wealth Management, LLC1,798$604.0K0.04%+1,798New
Northwest Investment Counselors, LLC1,792$601.0K0.17%00.0%Unchanged
E. Ohman J:or Asset Management AB1,754$588.7K0.02%00.0%Unchanged
STRS Ohio1,734$581.0K0.00%−967−35.8%Reduced
Achmea Investment Management B.V.1,723$579.0K0.02%−1,799−51.1%Reduced
Mitsubishi UFJ Asset Management (UK) Ltd.1,700$571.0K0.25%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1,674$561.0K0.06%−247−12.9%Reduced
Cetera Investment Advisers1,665$559.0K0.01%+93+5.9%Added
Forsta Ap-Fonden1,600$537.0K0.01%−16,000−90.9%Reduced
Yorktown Management & Research Co Inc1,600$537.0K0.42%+700+77.8%Added
Oppenheimer Asset Management Inc.1,517$508.0K0.01%+194+14.7%Added
Mackenzie Financial Corp1,511$507.0K0.00%+541+55.8%Added
Fort Washington Investment Advisors Inc1,501$504.0K0.00%00.0%Unchanged
Mattern Wealth Management LLC1,474$503.0K0.16%−320−17.8%Reduced
Anchor Capital Advisors LLC1,500$503.0K0.01%00.0%Unchanged
GYL Financial Synergies, LLC1,500$503.0K0.26%00.0%Unchanged
Montanaro Asset Management Ltd1,500$503.0K0.06%00.0%Unchanged
Wesbanco Bank Inc1,497$503.0K0.02%+23+1.6%Added
Shepherd Financial Partners LLC1,495$502.0K0.10%+2+0.1%Added
MML Investors Services, LLC1,460$490.0K0.00%+37+2.6%Added
Captrust Financial Advisors1,455$488.0K0.00%+186+14.7%Added
Teza Capital Management LLC1,439$483.0K0.08%+135+10.4%Added
CIBC Asset Management Inc1,413$474.0K0.00%00.0%Unchanged
Natixis1,389$466.0K0.00%−72−4.9%Reduced
Northwestern Mutual Wealth Management Co1,378$463.0K0.00%+212+18.2%Added
Engineers Gate Manager LP1,364$458.0K0.03%−2,606−65.6%Reduced
D.B. Root & Company, LLC1,354$454.0K0.17%+85+6.7%Added
World Asset Management Inc1,333$447.0K0.04%−47−3.4%Reduced
Connolly Sarah T.1,330$446.0K0.36%00.0%Unchanged
Bayesian Capital Management, LP1,313$441.0K0.12%+313+31.3%Added
Lincoln National Corp1,312$440.0K0.01%+32+2.5%Added
Hurlow Wealth Management Group, Inc.1,306$438.0K0.29%00.0%Unchanged
Roberts Glore & Co Inc1,288$432.0K0.13%−85−6.2%Reduced
Vestcor Inc1,280$430.0K0.01%+637+99.1%Added
Stokes Capital Advisors, LLC1,279$429.0K0.14%+1,279New
Douglass Winthrop Advisors, LLC1,274$428.0K0.01%00.0%Unchanged
Colony Group LLC1,258$422.0K0.01%−4−0.3%Reduced
Davy Global Fund Management Ltd1,257$422.0K0.06%00.0%Unchanged
Greenwood Capital Associates LLC1,256$422.0K0.06%+35+2.9%Added
HM Payson & Co1,246$418.0K0.01%+176+16.4%Added
O'Shaughnessy Asset Management, LLC1,235$414.0K0.01%+491+66.0%Added
Private Advisor Group, LLC1,229$413.0K0.00%+30+2.5%Added
Dean Investment Associates, LLC1,230$413.0K0.08%+1,230New
Mayflower Financial Advisors, LLC1,212$407.0K0.06%−281−18.8%Reduced
KCM Investment Advisors LLC1,213$407.0K0.02%00.0%Unchanged
Seascape Capital Management1,209$406.0K0.21%+81+7.2%Added
Optimal Asset Management, Inc.1,202$403.0K0.05%00.0%Unchanged
Veritable, L.P.1,200$403.0K0.01%+6+0.5%Added
Cigna Investments Inc1,188$398.0K0.03%−284−19.3%Reduced
Acadian Asset Management LLC1,160$389.0K0.00%+1,160New
Curated Wealth Partners LLC1,156$388.0K0.21%+38+3.4%Added
Prelude Capital Management, LLC1,155$388.0K0.02%+236+25.7%Added
Paradigm Asset Management Co LLC1,150$386.0K0.10%−200−14.8%Reduced
Ontario Teachers Pension Plan Board1,135$381.0K0.00%+1,135New
HBK Sorce Advisory LLC1,101$370.0K0.02%−6−0.5%Reduced
Smith Shellnut Wilson LLC1,096$368.0K0.21%00.0%Unchanged
D.A. Davidson & Co.1,096$368.0K0.00%00.0%Unchanged
BI Asset Management Fondsmaeglerselskab A/S1,087$365.0K0.01%00.0%Unchanged
Twinbeech Capital LP1,082$363.0K0.04%−379−25.9%Reduced
Dumont & Blake Investment Advisors LLC1,080$362.0K0.10%00.0%Unchanged
Creative Planning1,075$361.0K0.00%−808−42.9%Reduced