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 |
|---|---|---|---|---|---|
| PrairieView Partners, LLC | 400 | $178.0K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 399 | $178.5K | 0.02% | +399 | New |
| Farmers & Merchants Investments Inc | 412 | $184.3K | 0.01% | +1+0.2% | Added |
| IFP Advisors, Inc | 420 | $188.8K | 0.01% | +262+165.8% | Added |
| Global Retirement Partners, LLC | 423 | $189.2K | 0.00% | +423 | New |
| Estabrook Capital Management | 425 | $190.1K | 0.03% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 449 | $201.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 450 | $201.3K | 0.02% | 00.0% | Unchanged |
| Tower Bridge Advisors | 450 | $201.3K | 0.02% | 00.0% | Unchanged |
| Rockland Trust Co | 454 | $203.1K | 0.01% | −57−11.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 454 | $203.1K | 0.01% | −64−12.4% | Reduced |
| Precision Wealth Strategies, LLC | 456 | $204.0K | 0.07% | −128−21.9% | Reduced |
| Blue Barn Wealth, LLC | 457 | $204.4K | 0.10% | +457 | New |
| Advisory Alpha, LLC | 462 | $206.7K | 0.01% | +462 | New |
| Malaga Cove Capital, LLC | 463 | $207.1K | 0.08% | +463 | New |
| Focus Financial Network, Inc. | 472 | $211.1K | 0.01% | +20+4.4% | Added |
| Profund Advisors LLC | 478 | $213.8K | 0.01% | −52−9.8% | Reduced |
| Icon Wealth Advisors, LLC | 481 | $215.3K | 0.02% | +71+17.3% | Added |
| Wealth Group, Ltd. | 484 | $216.0K | 0.21% | +484 | New |
| Smith Shellnut Wilson LLC | 486 | $217.4K | 0.09% | 00.0% | Unchanged |
| Seeds Investor LLC | 493 | $220.3K | 0.05% | −115−18.9% | Reduced |
| Tilia Fiduciary Partners, Inc. | 494 | $221.0K | 0.13% | 00.0% | Unchanged |
| Wellington Management Group LLP | 496 | $221.8K | 0.00% | +496 | New |
| M3 Advisory Group, LLC | 497 | $222.2K | 0.15% | −33−6.2% | Reduced |
| Guardian Wealth Advisors, LLC | 499 | $223.2K | 0.13% | +499 | New |
| Fullcircle Wealth LLC | 564 | $223.4K | 0.08% | +52+10.2% | Added |
| Arbor Investment Advisors, LLC | 500 | $223.6K | 0.03% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 500 | $223.6K | 0.03% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 500 | $223.6K | 0.00% | +35+7.5% | Added |
| CWA Asset Management Group, LLC | 503 | $225.0K | 0.01% | +503 | New |
| QSV Equity Investors LLC | 504 | $225.4K | 0.23% | +504 | New |
| Aprio Wealth Management, LLC | 504 | $225.5K | 0.03% | +504 | New |
| Peapack Gladstone Financial Corp | 506 | $226.0K | 0.00% | +506 | New |
| Citizens & Northern Corp | 510 | $228.1K | 0.06% | +67+15.1% | Added |
| Patton Fund Management, Inc. | 518 | $231.7K | 0.05% | +518 | New |
| Paces Ferry Wealth Advisors, LLC | 522 | $233.5K | 0.11% | −30−5.4% | Reduced |
| Tocqueville Asset Management L.P. | 525 | $234.8K | 0.00% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 526 | $235.3K | 0.00% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 528 | $236.1K | 0.00% | −10−1.9% | Reduced |
| Keybank National Association | 532 | $238.0K | 0.00% | +5+0.9% | Added |
| Claret Asset Management Corp | 532 | $238.0K | 0.03% | +35+7.0% | Added |
| PFG Investments, LLC | 534 | $238.8K | 0.01% | 00.0% | Unchanged |
| Intrust Bank NA | 535 | $239.3K | 0.02% | −50−8.5% | Reduced |
| MONECO Advisors, LLC | 536 | $239.7K | 0.02% | −18−3.2% | Reduced |
| Dumont & Blake Investment Advisors LLC | 536 | $239.8K | 0.06% | −23−4.1% | Reduced |
| Bouchey Financial Group Ltd | 537 | $240.2K | 0.02% | −10−1.8% | Reduced |
| Glenview Trust Co | 542 | $242.4K | 0.00% | +1+0.2% | Added |
| Farther Finance Advisors, LLC | 549 | $245.6K | 0.00% | +96+21.2% | Added |
| Mizuho Markets Americas LLC | 561 | $250.9K | 0.01% | −2,287−80.3% | Reduced |
| Shepherd Financial Partners LLC | 567 | $253.5K | 0.03% | −120−17.5% | Reduced |
| Everpar Advisors LLC | 567 | $253.6K | 0.12% | +70+14.1% | Added |
| AdvisorNet Financial, Inc | 569 | $254.5K | 0.02% | −11−1.9% | Reduced |
| Physicians Financial Services, Inc. | 575 | $257.0K | 0.08% | +575 | New |
| Hall Laurie J Trustee | 575 | $257.2K | 0.09% | 00.0% | Unchanged |
| AMG National Trust Bank | 575 | $257.2K | 0.01% | 00.0% | Unchanged |
| Martin Investment Management, LLC | 575 | $257.2K | 0.07% | 00.0% | Unchanged |
| Savant Capital, LLC | 578 | $258.6K | 0.00% | +91+18.7% | Added |
| VestGen Advisors, LLC | 583 | $261.0K | 0.01% | −8−1.4% | Reduced |
| MBB Public Markets I LLC | 586 | $262.1K | 0.03% | −134−18.6% | Reduced |
| Clear Street Markets LLC | 591 | $264.3K | 0.09% | +591 | New |
| IHT Wealth Management, LLC | 595 | $266.2K | 0.01% | −62−9.4% | Reduced |
| Checchi Capital Advisers, LLC | 601 | $268.8K | 0.02% | 00.0% | Unchanged |
| National Pension Service | 603 | $269.7K | 0.00% | +466+340.1% | Added |
| HBK Sorce Advisory LLC | 613 | $274.2K | 0.01% | −13−2.1% | Reduced |
| Motley Fool Asset Management LLC | 614 | $274.6K | 0.01% | −18−2.8% | Reduced |
| Pine Haven Investment Counsel, Inc | 615 | $275.1K | 0.22% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 617 | $276.0K | 0.02% | +16+2.7% | Added |
| Bradley Foster & Sargent Inc | 618 | $276.4K | 0.00% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 620 | $277.3K | 0.02% | +88+16.5% | Added |
| Canada Post Corp Registered Pension Plan | 620 | $277.3K | 0.02% | +620 | New |
| Bennett Selby Investments LP | 623 | $278.8K | 0.10% | +1+0.2% | Added |
| Ritholtz Wealth Management | 627 | $280.5K | 0.01% | +627 | New |
| Creekmur Asset Management LLC | 627 | $280.6K | 0.05% | +147+30.6% | Added |
| Eqis Capital Management, Inc. | 629 | $281.3K | 0.02% | −35−5.3% | Reduced |
| Moment Partners, LLC | 635 | $284.0K | 0.05% | +21+3.4% | Added |
| Stokes Capital Advisors, LLC | 639 | $285.8K | 0.07% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 640 | $286.3K | 0.25% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 643 | $287.6K | 0.10% | +123+23.7% | Added |
| Segment Wealth Management, LLC | 644 | $288.0K | 0.02% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 649 | $290.3K | 0.00% | 00.0% | Unchanged |
| Forum Financial Management, LP | 657 | $294.1K | 0.00% | +42+6.8% | Added |
| Meridian Wealth Management, LLC | 665 | $297.6K | 0.01% | −35−5.0% | Reduced |
| Wetherby Asset Management Inc | 667 | $298.3K | 0.01% | +667 | New |
| Synovus Financial Corp | 668 | $298.8K | 0.00% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 668 | $298.8K | 0.01% | +49+7.9% | Added |
| Rowland & Co Investment Counsel | 670 | $299.7K | 0.06% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 672 | $300.6K | 0.00% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 680 | $304.1K | 0.01% | −18−2.6% | Reduced |
| Moneta Group Investment Advisors LLC | 690 | $308.6K | 0.00% | +8+1.2% | Added |
| Atlas Legacy Advisors, LLC | 691 | $309.1K | 0.07% | −229−24.9% | Reduced |
| Brady Family Wealth, LLC | 696 | $311.3K | 0.10% | −6−0.9% | Reduced |
| Camden Capital, LLC | 697 | $311.6K | 0.03% | −4−0.6% | Reduced |
| Vestcor Inc | 698 | $312.0K | 0.01% | −6−0.9% | Reduced |
| Diversified Enterprises, LLC | 699 | $312.8K | 0.02% | −3−0.4% | Reduced |
| Parsons Capital Management Inc | 700 | $313.1K | 0.02% | 00.0% | Unchanged |
| Apella Capital, LLC | 708 | $317.1K | 0.01% | +8+1.1% | Added |
| Wedbush Securities Inc | 716 | $320.0K | 0.01% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 716 | $320.3K | 0.00% | −35−4.7% | Reduced |
| Leavell Investment Management, Inc. | 728 | $325.6K | 0.01% | 00.0% | Unchanged |
| Wedmont Private Capital | 739 | $330.9K | 0.01% | +739 | New |