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 |
|---|---|---|---|---|---|
| Atlantic Edge Private Wealth Management, LLC | 32 | $14.3K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 32 | $14.3K | 0.00% | +32 | New |
| McIlrath & Eck, LLC | 33 | $14.8K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 36 | $16.2K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 38 | $17.0K | 0.00% | −1−2.6% | Reduced |
| Caitong International Asset Management Co., Ltd | 39 | $17.4K | 0.01% | −47−54.7% | Reduced |
| Centerpoint Advisors, LLC | 41 | $18.0K | 0.01% | +4+10.8% | Added |
| MV Capital Management, Inc. | 41 | $18.3K | 0.00% | −1−2.4% | Reduced |
| Western Pacific Wealth Management, LP | 42 | $18.8K | 0.02% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 51 | $19.5K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 46 | $20.6K | 0.00% | −14−23.3% | Reduced |
| Whipplewood Advisors, LLC | 46 | $20.6K | 0.01% | −22−32.4% | Reduced |
| Opal Wealth Advisors, LLC | 47 | $21.0K | 0.01% | +47 | New |
| Alpine Bank Wealth Management | 49 | $21.9K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 50 | $22.4K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 50 | $22.4K | 0.01% | +30+150.0% | Added |
| Beacon Capital Management, LLC | 50 | $22.5K | 0.00% | +6+13.6% | Added |
| Colonial Trust Co | 51 | $22.8K | 0.00% | +6+13.3% | Added |
| NVWM, LLC | 51 | $22.8K | 0.01% | 00.0% | Unchanged |
| Crews Bank & Trust | 51 | $22.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 52 | $23.3K | 0.00% | +9+20.9% | Added |
| TD Waterhouse Canada Inc. | 52 | $23.4K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 53 | $23.7K | 0.00% | +2+3.9% | Added |
| CarsonAllaria Wealth Management, Ltd. | 55 | $24.6K | 0.01% | −6−9.8% | Reduced |
| Hemington Wealth Management | 58 | $25.0K | 0.00% | +5+9.4% | Added |
| Motco | 67 | $27.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 62 | $27.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 64 | $28.5K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 65 | $29.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 66 | $29.5K | 0.00% | −793−92.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 70 | $31.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 73 | $32.0K | 0.02% | −42−36.5% | Reduced |
| Hartford Financial Management Inc. | 75 | $33.5K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 79 | $35.4K | 0.00% | −245−75.6% | Reduced |
| WPG Advisers, LLC | 80 | $35.8K | 0.03% | −11−12.1% | Reduced |
| DT Investment Partners, LLC | 80 | $35.8K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 88 | $39.4K | 0.00% | +86+4,300.0% | Added |
| Bogart Wealth, LLC | 90 | $40.3K | 0.00% | +9+11.1% | Added |
| Washington Trust Advisors, Inc. | 91 | $40.7K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 91 | $40.7K | 0.00% | +30+49.2% | Added |
| First Community Trust NA | 93 | $41.6K | 0.03% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 93 | $41.7K | 0.00% | +93 | New |
| Generali Investments, Management Co LLC | 95 | $42.4K | 0.01% | +95 | New |
| Ancora Advisors, LLC | 95 | $42.5K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 97 | $43.4K | 0.02% | +2+2.1% | Added |
| Onefund, LLC | 101 | $45.0K | 0.03% | +101 | New |
| Lazard Asset Management LLC | 103 | $46.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 103 | $46.1K | 0.00% | −10−8.8% | Reduced |
| Massmutual Trust Co FSB | 104 | $46.5K | 0.00% | −14−11.9% | Reduced |
| Assetmark, Inc | 105 | $47.0K | 0.00% | +51+94.4% | Added |
| Trust Co | 108 | $48.3K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 111 | $49.0K | 0.03% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 112 | $49.6K | 0.00% | −44−28.2% | Reduced |
| Kiker Wealth Management, LLC | 112 | $50.1K | 0.03% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 112 | $50.1K | 0.00% | +112 | New |
| Geneos Wealth Management Inc. | 117 | $52.3K | 0.00% | +19+19.4% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 121 | $54.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 121 | $54.1K | 0.01% | +15+14.2% | Added |
| GeoWealth Management, LLC | 130 | $58.1K | 0.00% | +130 | New |
| Allworth Financial LP | 131 | $58.6K | 0.00% | −13−9.0% | Reduced |
| ORG Wealth Partners, LLC | 131 | $59.0K | 0.01% | −1−0.8% | Reduced |
| EverSource Wealth Advisors, LLC | 138 | $61.8K | 0.00% | +51+58.6% | Added |
| Lummis Asset Management, LP | 140 | $62.6K | 0.04% | 00.0% | Unchanged |
| Rossby Financial, LCC | 146 | $65.3K | 0.02% | 00.0% | Unchanged |
| Hilltop National Bank | 150 | $67.1K | 0.02% | +150 | New |
| Bruce G. Allen Investments, LLC | 152 | $68.0K | 0.05% | −1−0.7% | Reduced |
| Atlantic Union Bankshares Corp | 162 | $72.5K | 0.00% | +162 | New |
| Skopos Labs, Inc. | 163 | $72.9K | 0.01% | +51+45.5% | Added |
| Federated Hermes, Inc. | 165 | $73.8K | 0.00% | −2−1.2% | Reduced |
| Coastline Trust Co | 170 | $76.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 174 | $77.8K | 0.00% | +154+770.0% | Added |
| Clean Yield Group | 177 | $79.2K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 180 | $80.5K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 183 | $81.9K | 0.01% | −189−50.8% | Reduced |
| Swedbank AB | 185 | $82.7K | 0.00% | +185 | New |
| Private Trust Co NA | 195 | $87.2K | 0.01% | −95−32.8% | Reduced |
| Penserra Capital Management LLC | 208 | $92.0K | 0.00% | +23+12.4% | Added |
| ORG Partners LLC | 205 | $92.7K | 0.02% | +25+13.9% | Added |
| CX Institutional | 207 | $93.0K | 0.00% | +76+58.0% | Added |
| First Horizon Advisors, Inc. | 212 | $95.1K | 0.00% | −1−0.5% | Reduced |
| Addison Advisors LLC | 225 | $100.6K | 0.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 225 | $100.6K | 0.00% | +19+9.2% | Added |
| SBI Securities Co., Ltd. | 232 | $103.8K | 0.00% | +15+6.9% | Added |
| Ronald Blue Trust, Inc. | 245 | $109.6K | 0.00% | +41+20.1% | Added |
| Compagnie Lombard Odier SCmA | 260 | $116.3K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 264 | $118.0K | 0.01% | +22+9.1% | Added |
| MCF Advisors LLC | 264 | $118.1K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 291 | $130.2K | 0.00% | −66−18.5% | Reduced |
| Globeflex Capital L P | 309 | $138.2K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 312 | $139.6K | 0.02% | −300−49.0% | Reduced |
| Parallel Advisors, LLC | 315 | $141.1K | 0.00% | +62+24.5% | Added |
| Hantz Financial Services, Inc. | 319 | $143.0K | 0.00% | −177−35.7% | Reduced |
| Huntington National Bank | 320 | $143.1K | 0.00% | +29+10.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 337 | $150.6K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 350 | $156.5K | 0.02% | +298+573.1% | Added |
| Caldwell Trust Co | 357 | $159.7K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 357 | $159.7K | 0.00% | +17+5.0% | Added |
| FIL Ltd | 369 | $165.0K | 0.00% | +369 | New |
| Exchange Traded Concepts, LLC | 372 | $166.4K | 0.00% | −7,318−95.2% | Reduced |
| Curio Wealth, LLC | 391 | $174.9K | 0.08% | +390+39,000.0% | Added |