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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
Blueshift Asset Management, LLC0$00.00%−4,285−100.0%Sold out
CIBC World Markets Corp0$00.00%−4,078−100.0%Sold out
Level Four Advisory Services, LLC0$00.00%−3,980−100.0%Sold out
Virtu Financial LLC0$00.00%−3,277−100.0%Sold out
Nomura Holdings Inc0$00.00%−3,200−100.0%Sold out
Tributary Capital Management, LLC0$00.00%−2,300−100.0%Sold out
Sound Financial Strategies Group, LLC0$00.00%−1,816−100.0%Sold out
LS Investment Advisors, LLC0$00.00%−1,682−100.0%Sold out
Magnetar Financial LLC0$00.00%−1,458−100.0%Sold out
Koshinski Asset Management, Inc.0$00.00%−1,388−100.0%Sold out
Verition Fund Management LLC0$00.00%−1,357−100.0%Sold out
ETF Managers Group, LLC0$00.00%−1,226−100.0%Sold out
Quantitative Systematic Strategies LLC0$00.00%−1,118−100.0%Sold out
Caxton Associates LP0$00.00%−1,062−100.0%Sold out
Pearl River Capital, LLC0$00.00%−937−100.0%Sold out
Quantitative Investment Management, LLC0$00.00%−864−100.0%Sold out
Catalyst Capital Advisors LLC0$00.00%−845−100.0%Sold out
Bridgewater Associates, LP0$00.00%−743−100.0%Sold out
Vontobel Holding Ltd.0$00.00%−702−100.0%Sold out
Ameritas Investment Company, LLC0$00.00%−659−100.0%Sold out
Navellier & Associates Inc0$00.00%−649−100.0%Sold out
NuWave Investment Management, LLC0$00.00%−300−100.0%Sold out
Liberty Wealth Management LLC0$00.00%−190−100.0%Sold out
Valeo Financial Advisors, LLC0$00.00%−120−100.0%Sold out
Penserra Capital Management LLC0$00.00%−89−100.0%Sold out
First Quadrant L P0$00.00%−78−100.0%Sold out
Pinebridge Investments, L.P.0$00.00%−75−100.0%Sold out
Human Investing LLC0$00.00%−44−100.0%Sold out
Allred Capital Management, LLC0$00.00%−44−100.0%Sold out
MPS Loria Financial Planners, LLC0$00.00%−45−100.0%Sold out
Meridian Wealth Partners, LLC0$00.00%−31−100.0%Sold out
Sargent Bickham Lagudis LLC0$00.00%−30−100.0%Sold out
Evolution Wealth Advisors, LLC0$00.00%−29−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−24−100.0%Sold out
Sowell Financial Services LLC0$00.00%−14−100.0%Sold out
Wealthcare Advisory Partners LLC0$00.00%−17−100.0%Sold out
Brand Asset Management Group, Inc.0$00.00%−10−100.0%Sold out
Sofos Investments, Inc.0$00.00%0Sold out
Amundi Asset Management US, Inc.––––Not filed
BBVA USA Bancshares, Inc.––––Not filed
Bokf, NA––––Not filed
Cordatus Wealth Management LLC––––Not filed