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 |
|---|---|---|---|---|---|
| Robeco Institutional Asset Management B.V. | 272 | $91.0K | 0.00% | −66,443−99.6% | Reduced |
| Wolff Wiese Magana LLC | 248 | $83.0K | 0.06% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 237 | $80.0K | 0.01% | +237 | New |
| Riverview Trust Co | 233 | $78.0K | 0.08% | 00.0% | Unchanged |
| Addison Advisors LLC | 225 | $76.0K | 0.06% | +225 | New |
| American Portfolios Advisors | 217 | $72.8K | 0.00% | +82+60.7% | 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 |
| Key Financial Inc | 170 | $61.0K | 0.03% | +30+21.4% | Added |
| Brown Brothers Harriman & Co | 153 | $51.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 131 | $44.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Sandy Spring Bank | 124 | $42.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 124 | $42.0K | 0.00% | +124 | New |
| Archer Investment Corp | 120 | $40.3K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 109 | $37.0K | 0.00% | +10+10.1% | Added |
| 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 |
| American Research & Management Co. | 100 | $34.0K | 0.01% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 100 | $34.0K | 0.03% | +100 | New |
| Eagle Bay Advisors LLC | 93 | $33.0K | 0.03% | +93 | New |
| Gemmer Asset Management LLC | 94 | $32.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 92 | $31.0K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 80 | $27.0K | 0.00% | −90−52.9% | Reduced |
| Brewin Dolphin Ltd | 77 | $25.8K | 0.00% | 00.0% | Unchanged |
| 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 |
| Fieldpoint Private Securities, LLC | 65 | $24.0K | 0.01% | −68−51.1% | Reduced |
| Artemis Wealth Advisors, LLC | 71 | $24.0K | 0.00% | +71 | New |
| SkyView Investment Advisors, LLC | 73 | $23.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 67 | $22.5K | 0.00% | 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 |
| 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 |
| Arrow Financial Corp | 60 | $20.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Jacobi Capital Management LLC | 49 | $16.0K | 0.00% | +14+40.0% | Added |
| Versant Capital Management, Inc | 46 | $15.0K | 0.01% | +25+119.0% | Added |
| Proequities, Inc. | 45 | $15.0K | 0.00% | +45 | 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 |
| 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 |
| Creative Financial Designs Inc | 37 | $12.0K | 0.00% | 00.0% | Unchanged |
| FormulaFolio Investments, LLC | 33 | $11.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 32 | $11.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Ossiam | 20 | $7.00K | 0.00% | −339−94.4% | Reduced |
| San Francisco Sentry Investment Group (Ca) | 21 | $7.00K | 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 |
| 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 |
| First Manhattan Co | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 11 | $4.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 8 | $3.00K | 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 |
| Raffa Wealth Management, LLC | 5 | $1.68K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3 | $1.01K | 0.00% | 00.0% | Unchanged |
| 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 |
| Arabesque Asset Management Ltd | 0 | $0 | 0.00% | −16,952−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −16,450−100.0% | Sold out |
| Marshall Wace North America L.P. | 0 | $0 | 0.00% | −15,789−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −8,360−100.0% | Sold out |
| Fortis Capital Management LLC | 0 | $0 | 0.00% | −6,053−100.0% | Sold out |