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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 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.

Institutional holdersQ2 2025: 837 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 2025: $15.9B
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 2025

Shares, value and share of portfolio for each institution holding Factset Research Systems Inc; share changes are against Q1 2025.

Institutions holding FDS in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Y.D. More Investments Ltd35$460.00%−17−32.7%Reduced
Cornerstone Planning Group LLC1$3880.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.1$3970.00%00.0%Unchanged
Leonteq Securities AG1$4470.00%−994−99.9%Reduced
WestEnd Advisors, LLC1$4470.00%00.0%Unchanged
Bare Financial Services, Inc1$4470.00%00.0%Unchanged
Transce3nd, LLC1$4470.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC1$4470.00%+1New
CBIZ Investment Advisory Services, LLC1$4470.00%+1New
Rakuten Securities, Inc.1$4470.00%+1New
TFC Financial Management1$4480.00%00.0%Unchanged
True Wealth Design, LLC1$4480.00%00.0%Unchanged
WealthTrak Capital Management LLC1$4480.00%00.0%Unchanged
Quaker Wealth Management, LLC1$4480.00%+1New
Stephens Consulting, LLC1$4480.00%+1New
Rialto Wealth Management, LLC1$4480.00%+1New
Kilter Group LLC1$4480.00%+1New
Hughes Financial Services, LLC2$7840.00%+2New
Bay Harbor Wealth Management, LLC2$8940.00%+1+100.0%Added
NewSquare Capital LLC2$8950.00%−8−80.0%Reduced
MJT & Associates Financial Advisory Group, Inc.2$8950.00%00.0%Unchanged
Bokf, NA2$8950.00%00.0%Unchanged
Rise Advisors, LLC2$8950.00%00.0%Unchanged
Clark Wealth Partners2$8950.00%00.0%Unchanged
UMA Financial Services, Inc.2$8950.00%+1+100.0%Added
Parkworth Wealth Management, Inc.2$8950.00%+1+100.0%Added
HFM Investment Advisors, LLC2$8950.00%+1+100.0%Added
Rothschild Investment LLC2$8950.00%+2New
Principia Wealth Advisory, LLC2$8950.00%+2New
Tobam3$1.00K0.00%00.0%Unchanged
SJS Investment Consulting Inc.3$1.34K0.00%−67−95.7%Reduced
Wolff Wiese Magana LLC3$1.34K0.00%−1−25.0%Reduced
Dunhill Financial, LLC3$1.43K0.00%−6−66.7%Reduced
Highline Wealth Partners LLC4$1.79K0.00%−4−50.0%Reduced
Cromwell Holdings LLC4$1.79K0.00%00.0%Unchanged
Granite FO LLC4$1.79K0.00%00.0%Unchanged
Financial Management Professionals, Inc.4$1.79K0.00%+4New
Binnacle Investments Inc4$1.79K0.00%+4New
Sachetta, LLC4$1.79K0.00%+4New
Valley National Advisers Inc6$2.00K0.00%00.0%Unchanged
Raffa Wealth Management, LLC5$2.24K0.00%00.0%Unchanged
Sierra Ocean, LLC5$2.24K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc6$2.68K0.00%00.0%Unchanged
Bell Investment Advisors, Inc6$2.68K0.00%00.0%Unchanged
Aspect Partners, LLC6$2.68K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.6$2.68K0.00%00.0%Unchanged
YANKCOM Partnership6$2.68K0.00%+6New
Burkett Financial Services, LLC6$2.70K0.00%00.0%Unchanged
NBC Securities, Inc.8$3.00K0.00%00.0%Unchanged
Grove Bank & Trust7$3.13K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC7$3.13K0.00%00.0%Unchanged
City State Bank7$3.13K0.00%00.0%Unchanged
Pineridge Advisors LLC7$3.16K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.7$3.18K0.00%00.0%Unchanged
Howard Hughes Medical Institute8$3.58K0.00%+8New
Montag A & Associates Inc8$3.58K0.00%00.0%Unchanged
Toth Financial Advisory Corp8$3.58K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC8$3.58K0.00%00.0%Unchanged
GoalVest Advisory LLC9$4.03K0.00%−18−66.7%Reduced
Activest Wealth Management9$4.03K0.00%+9New
Fortitude Family Office, LLC9$4.03K0.00%+9New
Twin Peaks Wealth Advisors, LLC12$4.45K0.00%+12New
Winch Advisory Services, LLC10$4.61K0.00%00.0%Unchanged
GFG Capital, LLC11$4.92K0.00%+11New
Creative Capital Management Investments LLC11$4.92K0.00%+11New
Golden State Wealth Management, LLC11$4.92K0.00%00.0%Unchanged
LRI Investments, LLC11$5.01K0.00%−3−21.4%Reduced
Park Square Financial Group, LLC12$5.37K0.00%00.0%Unchanged
Country Trust Bank12$5.37K0.00%+2+20.0%Added
Harbour Investments, Inc.12$5.37K0.00%+3+33.3%Added
Kestra Investment Management, LLC12$5.41K0.00%+6+100.0%Added
Centennial Bank13$5.82K0.00%00.0%Unchanged
Ameritas Advisory Services, LLC13$5.82K0.00%+13New
Creative Financial Designs Inc14$6.26K0.00%−9−39.1%Reduced
Alerus Financial NA15$6.71K0.00%+15New
First PREMIER Bank15$7.00K0.00%00.0%Unchanged
Keener Financial Planning LLC17$7.00K0.00%00.0%Unchanged
Edmond de Rothschild Holding S.A.18$8.05K0.00%00.0%Unchanged
Strategic Wealth Partners, Ltd.18$8.12K0.00%+18New
Sound Income Strategies, LLC18$8.16K0.00%−27−60.0%Reduced
Ameriflex Group, Inc.19$8.30K0.00%00.0%Unchanged
Johnson Financial Group, Inc.20$8.95K0.00%+20New
Financial Network Wealth Advisors LLC21$9.40K0.01%+3+16.7%Added
Archer Investment Corp21$9.42K0.00%00.0%Unchanged
Bayforest Capital Ltd22$9.84K0.00%+22New
Asset Dedication, LLC24$10.7K0.00%00.0%Unchanged
Marshall & Sterling Wealth Advisors Inc.24$10.7K0.01%00.0%Unchanged
Darwin Advisors, LLC24$10.8K0.00%00.0%Unchanged
TD Capital Management LLC25$11.2K0.00%00.0%Unchanged
Tortoise Investment Management, LLC25$11.2K0.00%+3+13.6%Added
Dogwood Wealth Management LLC26$11.6K0.01%+26New
Anchor Investment Management, LLC26$11.6K0.00%00.0%Unchanged
GW&K Investment Management, LLC27$12.0K0.00%+2+8.0%Added
S&T Bank27$12.1K0.00%00.0%Unchanged
Mount Yale Investment Advisors, LLC27$12.1K0.00%+27New
West Branch Capital LLC28$12.5K0.00%00.0%Unchanged
Piscataqua Savings Bank29$13.0K0.01%00.0%Unchanged
C M Bidwell & Associates Ltd29$13.0K0.01%00.0%Unchanged
Key Financial Inc30$13.4K0.00%00.0%Unchanged
Wood Tarver Financial Group, LLC32$14.0K0.00%00.0%Unchanged