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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.

Q2 2025 vs. Q1 2025

How the institutions holding Factset Research Systems Inc changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of FDS: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders8287837+16
Shares35.6M25.5K35.7M+56.5K (+0.2%)
Value$16.2B$11.6M$15.9B−$310.3M (−1.9%)

7 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (97)

Institutions that held Factset Research Systems Inc at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to FDS in Q2 2025
InstitutionSharesValue% of portfolio
Point72 Asset Management, L.P.91,946$41.1M0.10%
Caisse de Depot Et Placement du Quebec19,344$8.65M0.02%
Capital Fund Management S.A.13,028$5.83M0.06%
Campbell & CO Investment Adviser LLC11,012$4.93M0.31%
Acadian Asset Management LLC8,947$4.00M0.01%
Congress Wealth Management LLC7,885$3.53M0.03%
Balyasny Asset Management LLC6,649$2.97M0.01%
We Are One Seven, LLC5,825$2.61M0.08%
Legacy Financial Strategies, LLC5,513$2.47M0.48%
Virtu Financial LLC5,306$2.37M0.12%
Pinebridge Investments, L.P.4,759$2.13M0.02%
SummitTX Capital, L.P.4,638$2.07M0.09%
Brevan Howard Capital Management LP4,628$2.07M0.02%
Generali Asset Management SPA SGR4,412$1.97M0.04%
ISAM Funds (UK) Ltd4,083$1.83M0.40%
Two Sigma Securities, LLC3,819$1.71M0.21%
Aster Capital Management (DIFC) Ltd3,758$1.68M0.38%
Moore Capital Management, LP3,382$1.51M0.03%
Impax Asset Management Group plc3,283$1.47M0.01%
Keeler Thomas Management LLC2,748$1.23M0.53%
Mizuho Securities USA LLC2,628$1.18M0.03%
Point72 Hong Kong Ltd2,621$1.17M0.08%
Polar Asset Management Partners Inc.2,500$1.12M0.03%
Versor Investments LP2,401$1.07M0.19%
Jane Street Group, LLC2,300$1.03M0.00%
Jain Global LLC2,250$1.01M0.02%
Fieldview Capital Management, LLC1,773$793.0K0.12%
Harrell Investment Partners, LLC1,653$739.4K0.19%
Sound Financial Strategies Group, LLC1,556$696.0K0.59%
Centiva Capital, LP1,530$684.3K0.05%
Jefferies Financial Group Inc.1,500$670.9K0.01%
Glenmede Investment Management, LP1,488$665.6K0.00%
Summit Trail Advisors, LLC1,455$650.8K0.01%
Scott Marsh Financial, LLC1,419$634.7K0.24%
Stevens Capital Management LP1,359$608.0K0.17%
Scientech Research LLC1,227$548.8K0.13%
Diversify Advisory Services, LLC1,246$462.0K0.02%
DRW Securities, LLC948$424.0K0.03%
STRS Ohio908$406.1K0.00%
Westerkirk Capital Inc.791$353.8K0.04%
Wedmont Private Capital739$330.9K0.01%
Wetherby Asset Management Inc667$298.3K0.01%
Ritholtz Wealth Management627$280.5K0.01%
Canada Post Corp Registered Pension Plan620$277.3K0.02%
Clear Street Markets LLC591$264.3K0.09%
Physicians Financial Services, Inc.575$257.0K0.08%
Patton Fund Management, Inc.518$231.7K0.05%
Peapack Gladstone Financial Corp506$226.0K0.00%
Aprio Wealth Management, LLC504$225.5K0.03%
QSV Equity Investors LLC504$225.4K0.23%
CWA Asset Management Group, LLC503$225.0K0.01%
Guardian Wealth Advisors, LLC499$223.2K0.13%
Wellington Management Group LLP496$221.8K0.00%
Wealth Group, Ltd.484$216.0K0.21%
Malaga Cove Capital, LLC463$207.1K0.08%
Advisory Alpha, LLC462$206.7K0.01%
Blue Barn Wealth, LLC457$204.4K0.10%
Global Retirement Partners, LLC423$189.2K0.00%
State of Wyoming399$178.5K0.02%
FIL Ltd369$165.0K0.00%
Swedbank AB185$82.7K0.00%
Atlantic Union Bankshares Corp162$72.5K0.00%
Hilltop National Bank150$67.1K0.02%
GeoWealth Management, LLC130$58.1K0.00%
MUFG Securities EMEA plc112$50.1K0.00%
Onefund, LLC101$45.0K0.03%
Generali Investments, Management Co LLC95$42.4K0.01%
Point72 (DIFC) Ltd93$41.7K0.00%
Opal Wealth Advisors, LLC47$21.0K0.01%
MTM Investment Management, LLC32$14.3K0.00%
Mount Yale Investment Advisors, LLC27$12.1K0.00%
Dogwood Wealth Management LLC26$11.6K0.01%
Bayforest Capital Ltd22$9.84K0.00%
Johnson Financial Group, Inc.20$8.95K0.00%
Strategic Wealth Partners, Ltd.18$8.12K0.00%
Alerus Financial NA15$6.71K0.00%
Ameritas Advisory Services, LLC13$5.82K0.00%
GFG Capital, LLC11$4.92K0.00%
Creative Capital Management Investments LLC11$4.92K0.00%
Twin Peaks Wealth Advisors, LLC12$4.45K0.00%
Activest Wealth Management9$4.03K0.00%
Fortitude Family Office, LLC9$4.03K0.00%
Howard Hughes Medical Institute8$3.58K0.00%
YANKCOM Partnership6$2.68K0.00%
Sachetta, LLC4$1.79K0.00%
Financial Management Professionals, Inc.4$1.79K0.00%
Binnacle Investments Inc4$1.79K0.00%
Rothschild Investment LLC2$8950.00%
Principia Wealth Advisory, LLC2$8950.00%
Hughes Financial Services, LLC2$7840.00%
Quaker Wealth Management, LLC1$4480.00%
Stephens Consulting, LLC1$4480.00%
Rialto Wealth Management, LLC1$4480.00%
Kilter Group LLC1$4480.00%
GPS Wealth Strategies Group, LLC1$4470.00%
CBIZ Investment Advisory Services, LLC1$4470.00%
Rakuten Securities, Inc.1$4470.00%

Sold out (81)

Institutions that held Factset Research Systems Inc at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of FDS in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Woodline Partners LP37,891$17.2M
Prana Capital Management, LP27,458$12.5M
Freestone Grove Partners LP26,428$12.0M
Tudor Investment Corp Et Al16,007$7.28M
Beck Bode, LLC13,740$6.25M
Corebridge Financial, Inc.9,127$4.15M
Two Sigma Advisers, LP8,900$4.05M
Sciencast Management LP7,737$3.52M
Alberta Investment Management Corp6,800$3.09M
FORA Capital, LLC5,746$2.61M
Accurate Wealth Management, LLC6,020$2.56M
XTX Topco Ltd4,769$2.17M
Ofi Invest Asset Management3,741$1.57M
Achmea Investment Management B.V.3,152$1.43M
Dai-Ichi Life Insurance Company, Ltd2,998$1.36M
Dakota Wealth Management2,544$1.16M
Legacy Advisors, LLC2,463$1.12M
Landscape Capital Management, L.L.C.2,058$935.6K
Allstate Corp2,026$921.1K
Board of the Pension Protection Fund1,700$772.9K
Congress Asset Management Co1,691$768.8K
PGGM Investments1,444$657.0K
Central Pacific Bank - Trust Division1,444$656.5K
McElhenny Sheffield Capital Management, LLC1,090$495.6K
Aspen Grove Capital, LLC1,046$475.6K
Wallace Advisory Group, LLC885$425.0K
Numerai GP LLC908$412.8K
TruNorth Capital Management, LLC900$409.2K
Signal Advisors Wealth, LLC873$396.7K
United Services Automobile Association878$394.0K
West Coast Financial LLC819$372.4K
Crossmark Global Holdings, Inc.809$367.8K
Counterpoint Mutual Funds LLC797$362.3K
Axq Capital, LP788$358.3K
Haverford Trust Co772$351.0K
Walleye Trading LLC709$322.3K
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund700$318.2K
Virtue Capital Management, LLC676$307.8K
Petrus Trust Company, LTA652$296.4K
KCM Investment Advisors LLC639$290.5K
Catalyst Funds Management Pty Ltd600$272.8K
RSM US Wealth Management LLC554$251.8K
FJ Capital Management LLC531$241.4K
Phillips Wealth Planners LLC558$237.4K
Bridgefront Capital, LLC507$230.5K
Middleton & Co Inc500$227.3K
World Equity Group, Inc.480$218.2K
Oppenheimer & Co Inc465$211.4K
Journey Strategic Wealth LLC464$211.0K
Tiaa Trust, National Association450$204.6K
Cassaday & Co Wealth Management LLC442$201.0K
Dean Investment Associates, LLC440$200.0K
USA Financial Portformulas Corp428$194.6K
Mather Group, LLC.241$109.3K
Washington Trust Co165$75.0K
Continuum Advisory, LLC162$73.7K
Pinnacle Financial Partners Inc100$48.0K
Compass Wealth Management LLC103$46.8K
Simplex Trading, LLC99$45.0K
Winnow Wealth LLC99$44.6K
American National Bank96$43.6K
Quent Capital, LLC75$34.1K
Riverview Trust Co54$24.6K
Missouri Trust & Investment Co34$15.5K
Old Point Trust & Financial Services N A33$15.0K
BFSG, LLC23$10.5K
Saudi Central Bank15$6.82K
BankPlus Trust Department11$5.00K
Carolinas Wealth Consulting LLC10$4.63K
Ruedi Wealth Management, Inc.10$4.55K
Northwest Capital Management Inc9$4.09K
St Germain D J Co Inc7$3.18K
Webster Bank, N. A.6$2.73K
Hexagon Capital Partners LLC6$2.73K
Global Financial Private Client, LLC6$2.73K
ROSS\JOHNSON & Associates LLC6$2.73K
Synergy Investment Management, LLC5$2.27K
First Command Advisory Services, Inc.2$909
PSI Advisors, LLC2$909
West Paces Advisors Inc.2$909
Avion Wealth2$0

Not filed for Q2 2025 yet (7)

Institutions that held Factset Research Systems Inc at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding FDS in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Credit Agricole S A13,603$6.18M
Rakuten Investment Management, Inc.3,476$1.56M
Wolf Group Capital Advisors3,335$1.52M
Mizuho Securities USA LLC3,045$1.38M
Glenmede Trust Co NA1,738$790.2K
Lindbrook Capital, LLC145$65.9K
Sandy Spring Bank141$64.1K