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 2024
Institutional positions in Factset Research Systems Inc as of Jun 30, 2024. 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
- 807
- +33 vs. Q1 2024
- Shares held
- 35.8M
- +905.1K (+2.6%) vs. Q1 2024
- Total value
- $14.6B
- −$1.22B (−7.7%) vs. Q1 2024
- New holders
- 94
- 294 more added
- Sold out
- 61
- 267 more reduced
8 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding Factset Research Systems Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 1,462,744 | $597.2M | 0.15% | −21,366−1.4% | Reduced |
| Loomis Sayles & Co L P | 1,598,842 | $652.8M | 0.90% | +16,688+1.1% | Added |
| Morgan Stanley | 1,870,908 | $763.8M | 0.06% | +463,740+33.0% | Added |
| State Street Corp | 1,890,073 | $771.7M | 0.03% | +120,816+6.8% | Added |
| Bamco Inc | 2,652,470 | $1.08B | 3.10% | −84,814−3.1% | Reduced |
| BlackRock Inc. | 3,428,838 | $1.40B | 0.03% | −60,261−1.7% | Reduced |
| Vanguard Group Inc | 4,613,344 | $1.88B | 0.04% | +41,794+0.9% | Added |
| Azora Capital LP | 0 | $0 | 0.00% | −18,962−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −18,417−100.0% | Sold out |
| TCW Group Inc | 0 | $0 | 0.00% | −13,809−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −10,461−100.0% | Sold out |
| XXEC, Inc. | 0 | $0 | 0.00% | −9,732−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −8,773−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −7,695−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −4,802−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −3,755−100.0% | Sold out |
| K.J. Harrison & Partners Inc | 0 | $0 | 0.00% | −3,250−100.0% | Sold out |
| Wellington Wealth Strategies, LLC. | 0 | $0 | 0.00% | −2,564−100.0% | Sold out |
| Radnor Capital Management, LLC | 0 | $0 | 0.00% | −2,210−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −2,059−100.0% | Sold out |
| Prescott Group Capital Management, L.L.C. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Stratos Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,876−100.0% | Sold out |
| Strategic Wealth Partners, Ltd. | 0 | $0 | 0.00% | −1,796−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −1,606−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −1,536−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −1,387−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −1,184−100.0% | Sold out |
| Nixon Peabody Trust Co | 0 | $0 | 0.00% | −1,057−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −757−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −712−100.0% | Sold out |
| Empirical Asset Management, LLC | 0 | $0 | 0.00% | −687−100.0% | Sold out |
| Hartline Investment Corp | 0 | $0 | 0.00% | −673−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −625−100.0% | Sold out |
| Weil Company, Inc. | 0 | $0 | 0.00% | −579−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −554−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −510−100.0% | Sold out |
| Pinnacle Associates Ltd | 0 | $0 | 0.00% | −496−100.0% | Sold out |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −494−100.0% | Sold out |
| Smith Shellnut Wilson LLC | 0 | $0 | 0.00% | −487−100.0% | Sold out |
| Moneta Group Investment Advisors LLC | 0 | $0 | 0.00% | −486−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −485−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −482−100.0% | Sold out |
| Perissos Private Wealth Management, LLC | 0 | $0 | 0.00% | −477−100.0% | Sold out |
| WMS Partners, LLC | 0 | $0 | 0.00% | −473−100.0% | Sold out |
| Geller Advisors LLC | 0 | $0 | 0.00% | −471−100.0% | Sold out |
| Buckingham Capital Management, Inc. | 0 | $0 | 0.00% | −470−100.0% | Sold out |
| Drive Wealth Management, LLC | 0 | $0 | 0.00% | −469−100.0% | Sold out |
| One Capital Management, LLC | 0 | $0 | 0.00% | −460−100.0% | Sold out |
| Tower Bridge Advisors | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Security Financial Services, INC. | 0 | $0 | 0.00% | −443−100.0% | Sold out |
| Cassaday & Co Wealth Management LLC | 0 | $0 | 0.00% | −442−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −156−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Spectrum Wealth Counsel, LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Evermay Wealth Management LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Tidemark, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Salomon & Ludwin, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Colonial Trust Advisors | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Private Wealth Management Group, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| SOA Wealth Advisors, LLC. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Granite FO LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Plato Investment Management Ltd | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | – | – | – | – | Not filed |
| Degroof Petercam Asset Management | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |
| Cognios Beta Neutral Large Cap Fund, LP | – | – | – | – | Not filed |
| KLR Investment Advisors, LLC | – | – | – | – | Not filed |
| Handelsinvest Investeringsforvaltning | – | – | – | – | Not filed |
| Grey Street Capital, LLC | – | – | – | – | Not filed |