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Livermore
ZHEN

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.

Institutional holdersQ2 2024: 807 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 2024: $14.6B
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 2024

Shares, value and share of portfolio for each institution holding Factset Research Systems Inc; share changes are against Q1 2024.

Institutions holding FDS in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Rosenberg Matthew Hamilton64$26.2K0.01%00.0%Unchanged
Sound Income Strategies, LLC64$26.1K0.00%+40+166.7%Added
Ogorek Anthony Joseph65$26.0K0.01%00.0%Unchanged
Criterion Capital Advisors, LLC63$25.7K0.02%00.0%Unchanged
Smithfield Trust Co62$25.0K0.00%−32−34.0%Reduced
CarsonAllaria Wealth Management, Ltd.60$24.8K0.02%00.0%Unchanged
LGT Financial Advisors LLC57$23.3K0.05%00.0%Unchanged
Smartleaf Asset Management LLC56$23.2K0.00%+35+166.7%Added
Baldwin Brothers Inc56$22.9K0.00%+6+12.0%Added
Walleye Trading LLC56$22.9K0.00%+8+16.7%Added
TD Waterhouse Canada Inc.52$21.4K0.00%00.0%Unchanged
JJJ Advisors Inc.52$21.2K0.00%00.0%Unchanged
Valley National Advisers Inc53$21.0K0.00%00.0%Unchanged
First United Bank Trust50$20.4K0.01%00.0%Unchanged
Thompson Investment Management, Inc.48$19.6K0.00%00.0%Unchanged
MV Capital Management, Inc.47$19.2K0.00%+1+2.2%Added
Parkside Financial Bank & Trust45$18.4K0.00%+4+9.8%Added
NVWM, LLC45$18.4K0.00%+1+2.3%Added
GoalVest Advisory LLC44$18.0K0.01%00.0%Unchanged
TD Private Client Wealth LLC42$17.1K0.00%−64−60.4%Reduced
Lindbrook Capital, LLC42$17.1K0.00%+28+200.0%Added
Arrow Financial Corp41$16.7K0.00%00.0%Unchanged
Colonial Trust Co38$15.5K0.00%−45−54.2%Reduced
Livforsakringsbolaget Skandia, Omsesidigt37$15.1K0.00%00.0%Unchanged
Centerpoint Advisors, LLC37$15.0K0.01%00.0%Unchanged
Financial Network Wealth Advisors LLC35$14.3K0.01%+35New
Assetmark, Inc35$14.3K0.00%+9+34.6%Added
Operose Advisors LLC34$13.9K0.00%00.0%Unchanged
Old Point Trust & Financial Services N A33$13.5K0.01%00.0%Unchanged
McIlrath & Eck, LLC33$13.5K0.00%00.0%Unchanged
Stephens Consulting, LLC33$13.5K0.00%+33New
Salem Investment Counselors Inc32$13.1K0.00%00.0%Unchanged
Key Financial Inc30$12.2K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd29$11.8K0.01%00.0%Unchanged
WR Wealth Planners, LLC29$11.8K0.00%+3+11.5%Added
Piscataqua Savings Bank29$11.8K0.01%00.0%Unchanged
West Branch Capital LLC28$11.4K0.00%00.0%Unchanged
Johnson Financial Group, Inc.27$11.0K0.00%−2−6.9%Reduced
Anchor Investment Management, LLC26$10.6K0.00%+9+52.9%Added
BFSG, LLC23$9.39K0.00%00.0%Unchanged
Tortoise Investment Management, LLC23$9.39K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC22$8.98K0.00%+22New
LRI Investments, LLC21$8.63K0.00%+21New
Annis Gardner Whiting Capital Advisors, LLC20$8.17K0.00%00.0%Unchanged
Chris Bulman Inc20$8.16K0.01%+20New
Innealta Capital, LLC19$7.76K0.00%+19New
GW&K Investment Management, LLC18$7.00K0.00%+1+5.9%Added
Meeder Asset Management Inc17$6.94K0.00%00.0%Unchanged
Tucker Asset Management LLC17$6.94K0.00%+17New
FinTrust Capital Advisors, LLC16$6.53K0.00%00.0%Unchanged
Rothschild Investment LLC15$6.12K0.00%−8−34.8%Reduced
First PREMIER Bank15$6.00K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC16$6.00K0.00%+16New
Keener Financial Planning LLC17$6.00K0.00%+17New
Creative Financial Designs Inc14$5.72K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC14$5.72K0.00%+14New
Centennial Bank13$5.31K0.00%00.0%Unchanged
Harbour Investments, Inc.12$4.90K0.00%+11+1,100.0%Added
Carolinas Wealth Consulting LLC12$4.54K0.00%+2+20.0%Added
Kiely Wealth Advisory Group, Inc.11$4.43K0.00%00.0%Unchanged
Winch Advisory Services, LLC10$4.17K0.00%00.0%Unchanged
Country Trust Bank10$4.08K0.00%00.0%Unchanged
Wolff Wiese Magana LLC10$4.08K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.10$4.08K0.00%00.0%Unchanged
Register Financial Advisors LLC10$4.08K0.00%00.0%Unchanged
First Pacific Financial9$3.67K0.00%+9New
Geneos Wealth Management Inc.9$3.67K0.00%−6−40.0%Reduced
Northwest Capital Management Inc9$3.67K0.00%00.0%Unchanged
Raleigh Capital Management Inc.8$3.31K0.00%−1−11.1%Reduced
Abound Wealth Management8$3.27K0.00%−1−11.1%Reduced
Montag A & Associates Inc8$3.27K0.00%00.0%Unchanged
Toth Financial Advisory Corp8$3.27K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC8$3.27K0.00%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc8$3.27K0.00%00.0%Unchanged
NBC Securities, Inc.8$3.00K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.7$2.88K0.00%00.0%Unchanged
Pineridge Advisors LLC7$2.86K0.00%00.0%Unchanged
City State Bank7$2.86K0.00%00.0%Unchanged
Beacon Capital Management, LLC6$2.46K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc6$2.45K0.00%00.0%Unchanged
Webster Bank, N. A.6$2.45K0.00%00.0%Unchanged
Aspect Partners, LLC6$2.45K0.00%00.0%Unchanged
Hexagon Capital Partners LLC6$2.45K0.00%+1+20.0%Added
Bell Investment Advisors, Inc6$2.45K0.00%+1+20.0%Added
DiNuzzo Private Wealth, Inc.6$2.45K0.00%+1+20.0%Added
Asset Dedication, LLC6$2.45K0.00%00.0%Unchanged
Chilton Capital Management LLC5$2.04K0.00%+5New
AdvisorNet Financial, Inc5$2.04K0.00%00.0%Unchanged
Raffa Wealth Management, LLC5$2.04K0.00%00.0%Unchanged
Painted Porch Advisors LLC4$1.66K0.00%+4New
Jackson, Grant Investment Advisers, Inc.4$1.63K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC4$1.63K0.00%00.0%Unchanged
Triad Wealth Partners, LLC4$1.63K0.00%+4New
Dunhill Financial, LLC4$1.61K0.00%+1+33.3%Added
Highline Wealth Partners LLC3$1.23K0.00%00.0%Unchanged
Continuum Advisory, LLC3$1.23K0.00%00.0%Unchanged
Strengthening Families & Communities, LLC2$1.00K0.00%+2New
PSI Advisors, LLC2$8170.00%00.0%Unchanged
West Paces Advisors Inc.2$8170.00%00.0%Unchanged
Sachetta, LLC1$4170.00%+1New