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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 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
TFC Financial Management1$4090.00%−1−50.0%Reduced
Opal Wealth Advisors, LLC1$4090.00%+1New
Zions Bancorporation, N.A.1$4080.00%00.0%Unchanged
WestEnd Advisors, LLC1$4080.00%+1New
Y.D. More Investments Ltd20$220.00%+20New
Dogwood Wealth Management LLC0$20.00%0Unchanged
Clear Street Markets LLC1$00.00%+1New
Azora Capital LP0$00.00%−18,962−100.0%Sold out
Cookson Peirce & Co Inc0$00.00%−18,417−100.0%Sold out
TCW Group Inc0$00.00%−13,809−100.0%Sold out
American International Group, Inc.0$00.00%−10,461−100.0%Sold out
XXEC, Inc.0$00.00%−9,732−100.0%Sold out
Texas Permanent School Fund0$00.00%−8,773−100.0%Sold out
Evoke Wealth, LLC0$00.00%−7,695−100.0%Sold out
ING Groep NV0$00.00%−4,802−100.0%Sold out
Banque Cantonale Vaudoise0$00.00%−3,755−100.0%Sold out
K.J. Harrison & Partners Inc0$00.00%−3,250−100.0%Sold out
Wellington Wealth Strategies, LLC.0$00.00%−2,564−100.0%Sold out
Radnor Capital Management, LLC0$00.00%−2,210−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−2,059−100.0%Sold out
Prescott Group Capital Management, L.L.C.0$00.00%−2,000−100.0%Sold out
Stratos Wealth Advisors, LLC0$00.00%−1,876−100.0%Sold out
Strategic Wealth Partners, Ltd.0$00.00%−1,796−100.0%Sold out
Lincoln National Corp0$00.00%−1,606−100.0%Sold out
Metropolitan Life Insurance Co0$00.00%−1,536−100.0%Sold out
Walleye Capital LLC0$00.00%−1,387−100.0%Sold out
Balentine LLC0$00.00%−1,184−100.0%Sold out
Nixon Peabody Trust Co0$00.00%−1,057−100.0%Sold out
Alberta Investment Management Corp0$00.00%−900−100.0%Sold out
Meridian Wealth Management, LLC0$00.00%−757−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−750−100.0%Sold out
CoreCap Advisors, LLC0$00.00%−712−100.0%Sold out
Empirical Asset Management, LLC0$00.00%−687−100.0%Sold out
Hartline Investment Corp0$00.00%−673−100.0%Sold out
Old Mission Capital LLC0$00.00%−625−100.0%Sold out
Weil Company, Inc.0$00.00%−579−100.0%Sold out
SYSTM Wealth Solutions LLC0$00.00%−554−100.0%Sold out
Twinbeech Capital LP0$00.00%−510−100.0%Sold out
Pinnacle Associates Ltd0$00.00%−496−100.0%Sold out
Dynamic Advisor Solutions LLC0$00.00%−494−100.0%Sold out
Smith Shellnut Wilson LLC0$00.00%−487−100.0%Sold out
Moneta Group Investment Advisors LLC0$00.00%−486−100.0%Sold out
Martingale Asset Management L P0$00.00%−485−100.0%Sold out
Savant Capital, LLC0$00.00%−482−100.0%Sold out
Perissos Private Wealth Management, LLC0$00.00%−477−100.0%Sold out
WMS Partners, LLC0$00.00%−473−100.0%Sold out
Geller Advisors LLC0$00.00%−471−100.0%Sold out
Buckingham Capital Management, Inc.0$00.00%−470−100.0%Sold out
Drive Wealth Management, LLC0$00.00%−469−100.0%Sold out
One Capital Management, LLC0$00.00%−460−100.0%Sold out
Tower Bridge Advisors0$00.00%−450−100.0%Sold out
Security Financial Services, INC.0$00.00%−443−100.0%Sold out
Cassaday & Co Wealth Management LLC0$00.00%−442−100.0%Sold out
South State Corp.0$00.00%−156−100.0%Sold out
Bokf, NA0$00.00%−55−100.0%Sold out
Tfo-TDC, LLC0$00.00%−43−100.0%Sold out
Spectrum Wealth Counsel, LLC0$00.00%−42−100.0%Sold out
Evermay Wealth Management LLC0$00.00%−22−100.0%Sold out
Tidemark, LLC0$00.00%−19−100.0%Sold out
Salomon & Ludwin, LLC0$00.00%−17−100.0%Sold out
Colonial Trust Advisors0$00.00%−11−100.0%Sold out
Private Wealth Management Group, LLC0$00.00%−8−100.0%Sold out
SOA Wealth Advisors, LLC.0$00.00%−8−100.0%Sold out
Granite FO LLC0$00.00%−4−100.0%Sold out
Beaird Harris Wealth Management, LLC0$00.00%−2−100.0%Sold out
PEAK6 Investments LLC0$00.00%−2−100.0%Sold out
Plato Investment Management Ltd0$00.00%−1−100.0%Sold out
Sofos Investments, Inc.0$00.00%−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