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 2025
Institutional positions in Factset Research Systems Inc as of Jun 30, 2025. 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
- 837
- +16 vs. Q1 2025
- Shares held
- 35.7M
- +56.5K (+0.2%) vs. Q1 2025
- Total value
- $15.9B
- −$310.3M (−1.9%) vs. Q1 2025
- New holders
- 97
- 290 more added
- Sold out
- 81
- 286 more reduced
7 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding Factset Research Systems Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,825,198 | $2.16B | 0.03% | +29,844+0.6% | Added |
| BlackRock, Inc. | 3,364,001 | $1.50B | 0.03% | −152,506−4.3% | Reduced |
| Morgan Stanley | 2,374,872 | $1.06B | 0.07% | +426,066+21.9% | Added |
| Bamco Inc | 2,231,916 | $998.3M | 2.71% | −16,110−0.7% | Reduced |
| State Street Corp | 1,937,571 | $866.6M | 0.03% | +15,556+0.8% | Added |
| Loomis Sayles & Co L P | 1,508,052 | $674.5M | 0.85% | +23,900+1.6% | Added |
| Wells Fargo & Company | 1,373,162 | $614.2M | 0.14% | −13,738−1.0% | Reduced |
| Ninety One UK Ltd | 1,192,634 | $533.4M | 1.25% | +685+0.1% | Added |
| Geode Capital Management, LLC | 1,162,256 | $518.7M | 0.04% | +27,035+2.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,068,519 | $477.9M | 1.14% | −7,134−0.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 829,174 | $370.9M | 0.30% | +301,129+57.0% | Added |
| Invesco Ltd. | 683,146 | $305.6M | 0.05% | +192,448+39.2% | Added |
| Bank of America Corp | 529,008 | $236.6M | 0.02% | −15,158−2.8% | Reduced |
| JPMorgan Chase & Co | 418,740 | $187.3M | 0.01% | −87,021−17.2% | Reduced |
| Northern Trust Corp | 405,784 | $181.5M | 0.02% | +1680.0% | Added |
| Charles Schwab Investment Management Inc | 400,411 | $179.1M | 0.03% | +4,238+1.1% | Added |
| ProShare Advisors LLC | 383,543 | $171.6M | 0.34% | +11,235+3.0% | Added |
| StonePine Asset Management Inc. | 380,459 | $170.2M | 1.10% | +30,881+8.8% | Added |
| UBS Asset Management Americas Inc | 358,197 | $160.2M | 0.03% | +56,861+18.9% | Added |
| Nordea Investment Management AB | 347,220 | $153.9M | 0.14% | −9,893−2.8% | Reduced |
| Champlain Investment Partners, LLC | 297,662 | $133.1M | 0.93% | −9,635−3.1% | Reduced |
| Legal & General Group Plc | 297,644 | $133.1M | 0.03% | +2,635+0.9% | Added |
| Boston Trust Walden Corp | 297,512 | $133.1M | 0.95% | +442+0.1% | Added |
| Dimensional Fund Advisors LP | 286,046 | $127.9M | 0.03% | +16,512+6.1% | Added |
| Fiera Capital Corp | 266,054 | $119.0M | 0.40% | +5,140+2.0% | Added |
| Bank of New York Mellon Corp | 260,848 | $116.7M | 0.02% | −7,755−2.9% | Reduced |
| Citadel Advisors LLC | 240,306 | $107.5M | 0.09% | −228,066−48.7% | Reduced |
| Tandem Investment Advisors, Inc. | 201,093 | $89.9M | 3.15% | −49,327−19.7% | Reduced |
| Goldman Sachs Group Inc | 179,607 | $80.3M | 0.01% | +9,972+5.9% | Added |
| UBS Group AG | 167,122 | $74.8M | 0.02% | −22,118−11.7% | Reduced |
| American Capital Management Inc | 157,823 | $70.6M | 2.93% | −19,809−11.2% | Reduced |
| Deutsche Bank AG | 157,337 | $70.4M | 0.03% | −32,240−17.0% | Reduced |
| Everett Harris & Co | 145,982 | $65.3M | 0.84% | −2,379−1.6% | Reduced |
| California Public Employees Retirement System | 141,006 | $63.1M | 0.04% | −24,936−15.0% | Reduced |
| Raymond James Financial Inc | 138,624 | $62.0M | 0.02% | −8,692−5.9% | Reduced |
| Royal London Asset Management Ltd | 130,477 | $58.4M | 0.13% | −2,320−1.7% | Reduced |
| CBOE Vest Financial, LLC | 125,526 | $56.1M | 0.79% | +10,172+8.8% | Added |
| Amundi | 122,036 | $54.6M | 0.02% | −231,909−65.5% | Reduced |
| Nuveen, LLC | 118,933 | $53.2M | 0.01% | −167−0.1% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 116,720 | $52.2M | 0.44% | 00.0% | Unchanged |
| SEI Investments Co | 111,334 | $49.8M | 0.06% | +32,457+41.1% | Added |
| HSBC Holdings PLC | 110,783 | $49.5M | 0.03% | +1,007+0.9% | Added |
| Barclays PLC | 105,111 | $47.0M | 0.02% | −5,335−4.8% | Reduced |
| Massachusetts Financial Services Co | 102,289 | $45.8M | 0.01% | +51,636+101.9% | Added |
| Ameriprise Financial Inc | 101,657 | $45.5M | 0.01% | −17,132−14.4% | Reduced |
| Royal Bank of Canada | 100,219 | $44.8M | 0.01% | −11,757−10.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 99,276 | $44.4M | 0.03% | +1,389+1.4% | Added |
| Nomura Asset Management Co Ltd | 98,142 | $43.9M | 0.12% | +6,281+6.8% | Added |
| Envestnet Asset Management Inc | 93,657 | $41.9M | 0.01% | −5,613−5.7% | Reduced |
| Point72 Asset Management, L.P. | 91,946 | $41.1M | 0.10% | +91,946 | New |
| Natixis Advisors, L.P. | 91,652 | $41.0M | 0.07% | −685−0.7% | Reduced |
| HighTower Advisors, LLC | 88,169 | $39.4M | 0.05% | −849−1.0% | Reduced |
| LPL Financial LLC | 85,885 | $38.4M | 0.01% | +2,370+2.8% | Added |
| Ninety One North America, Inc. | 84,686 | $37.9M | 1.86% | +25,344+42.7% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 84,661 | $37.9M | 0.07% | −355−0.4% | Reduced |
| Rhumbline Advisers | 83,748 | $37.5M | 0.03% | +438+0.5% | Added |
| FMR LLC | 79,719 | $35.7M | 0.00% | −4,615−5.5% | Reduced |
| Norges Bank | 73,471 | $32.9M | 0.00% | +55,213+302.4% | Added |
| Dundas Partners LLP | 72,174 | $32.3M | 2.24% | −2,382−3.2% | Reduced |
| BNP Paribas Arbitrage, SA | 71,280 | $31.9M | 0.02% | −8,316−10.4% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 66,576 | $29.8M | 0.44% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 65,495 | $29.3M | 0.11% | −134,168−67.2% | Reduced |
| Earnest Partners LLC | 63,512 | $28.4M | 0.13% | −1,403−2.2% | Reduced |
| California State Teachers Retirement System | 60,967 | $27.3M | 0.03% | +396+0.7% | Added |
| Azora Capital LP | 58,442 | $26.1M | 1.18% | +24,936+74.4% | Added |
| Copeland Capital Management, LLC | 58,101 | $26.0M | 0.53% | −6,648−10.3% | Reduced |
| Price T Rowe Associates Inc | 55,993 | $25.0M | 0.00% | +595+1.1% | Added |
| Principal Financial Group Inc | 47,708 | $21.3M | 0.01% | −2,129−4.3% | Reduced |
| Citigroup Inc | 46,388 | $20.7M | 0.01% | −26,385−36.3% | Reduced |
| Saybrook Capital | 45,470 | $20.3M | 5.75% | −997−2.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 43,126 | $19.3M | 0.17% | −128−0.3% | Reduced |
| Janney Montgomery Scott LLC | 42,509 | $19.0M | 0.05% | −9,165−17.7% | Reduced |
| Stifel Financial Corp | 42,322 | $19.0M | 0.02% | +115+0.3% | Added |
| Alliancebernstein L.P. | 39,336 | $17.6M | 0.01% | +364+0.9% | Added |
| Arrowstreet Capital, Limited Partnership | 38,090 | $17.0M | 0.01% | +12,602+49.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 36,513 | $16.3M | 0.03% | +1,060+3.0% | Added |
| Heron Bay Capital Management | 36,287 | $16.2M | 3.19% | −724−2.0% | Reduced |
| Running Oak Capital LLC | 36,263 | $16.2M | 1.80% | +2,365+7.0% | Added |
| National Bank of Canada | 35,228 | $15.8M | 0.02% | +6,864+24.2% | Added |
| State Board of Administration of Florida Retirement System | 35,011 | $15.7M | 0.03% | +311+0.9% | Added |
| Sone Capital Management, LLC | 34,422 | $15.4M | 1.42% | −18,430−34.9% | Reduced |
| Standard Life Aberdeen plc | 34,595 | $15.3M | 0.03% | +4,020+13.1% | Added |
| State of Michigan Retirement System | 33,635 | $15.0M | 0.08% | 00.0% | Unchanged |
| Millennium Management LLC | 33,598 | $15.0M | 0.01% | −76,811−69.6% | Reduced |
| Marks Group Wealth Management, Inc | 33,418 | $14.9M | 1.39% | +568+1.7% | Added |
| Interval Partners, LP | 33,315 | $14.9M | 0.34% | +9,946+42.6% | Added |
| New York State Teachers Retirement System | 32,617 | $14.6M | 0.03% | +912+2.9% | Added |
| Russell Investments Group, Ltd. | 32,350 | $14.5M | 0.02% | −10,119−23.8% | Reduced |
| Bank of Montreal | 30,312 | $13.6M | 0.01% | −5,841−16.2% | Reduced |
| Bath Savings Trust Co | 29,991 | $13.4M | 1.36% | −896−2.9% | Reduced |
| Franklin Resources Inc | 29,577 | $13.2M | 0.00% | +7,249+32.5% | Added |
| Baird Financial Group, Inc. | 28,417 | $12.7M | 0.02% | −514−1.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 28,169 | $12.6M | 0.10% | +1,331+5.0% | Added |
| Aviva PLC | 27,988 | $12.5M | 0.03% | +1,770+6.8% | Added |
| The PNC Financial Services Group, Inc. | 26,675 | $11.9M | 0.01% | −797−2.9% | Reduced |
| Danske Bank A/S | 26,025 | $11.6M | 0.03% | +7,666+41.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 25,037 | $11.2M | 0.03% | −3,357−11.8% | Reduced |
| State of Wisconsin Investment Board | 24,672 | $11.0M | 0.03% | −1,067−4.1% | Reduced |
| Canoe Financial LP | 24,555 | $11.0M | 0.16% | −1,600−6.1% | Reduced |
| New York State Common Retirement Fund | 24,527 | $11.0M | 0.01% | −100−0.4% | Reduced |