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 |
|---|---|---|---|---|---|
| Clear Harbor Asset Management, LLC | 760 | $339.9K | 0.03% | +230+43.4% | Added |
| Strategy Asset Managers LLC | 760 | $340.0K | 0.06% | −30−3.8% | Reduced |
| Curated Wealth Partners LLC | 763 | $341.3K | 0.04% | +9+1.2% | Added |
| Kestra Advisory Services, LLC | 765 | $342.0K | 0.00% | −81−9.6% | Reduced |
| Douglass Winthrop Advisors, LLC | 775 | $346.6K | 0.01% | −196−20.2% | Reduced |
| Aureus Asset Management, LLC | 775 | $346.6K | 0.02% | 00.0% | Unchanged |
| Westerkirk Capital Inc. | 791 | $353.8K | 0.04% | +791 | New |
| Savvy Advisors, Inc. | 801 | $358.3K | 0.02% | +142+21.5% | Added |
| S-Bank Fund Management Ltd | 801 | $358.3K | 0.05% | −63−7.3% | Reduced |
| Security Financial Services, INC. | 828 | $370.3K | 0.07% | +162+24.3% | Added |
| Advisors Preferred, LLC | 825 | $371.5K | 0.06% | −728−46.9% | Reduced |
| Revisor Wealth Management LLC | 826 | $371.9K | 0.13% | +141+20.6% | Added |
| Alps Advisors Inc | 832 | $372.1K | 0.00% | +10+1.2% | Added |
| MUFG Securities Americas Inc. | 841 | $376.2K | 0.03% | +168+25.0% | Added |
| Main Street Financial Solutions, LLC | 844 | $377.5K | 0.03% | +1+0.1% | Added |
| Natural Investments, LLC | 850 | $380.0K | 0.10% | +92+12.1% | Added |
| Legacy Financial Advisors, Inc. | 850 | $380.3K | 0.06% | −10−1.2% | Reduced |
| Sowell Financial Services LLC | 853 | $381.7K | 0.02% | +89+11.6% | Added |
| Harbor Investment Advisory, LLC | 864 | $386.4K | 0.03% | −6−0.7% | Reduced |
| Beacon Investment Advisory Services, Inc. | 864 | $386.4K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 866 | $387.5K | 0.02% | +83+10.6% | Added |
| Alhambra Investment Partners LLC | 870 | $389.1K | 0.19% | 00.0% | Unchanged |
| MAI Capital Management | 873 | $390.4K | 0.00% | +37+4.4% | Added |
| Outlook Wealth Advisors, LLC | 877 | $392.3K | 0.10% | −14−1.6% | Reduced |
| HighPoint Advisor Group LLC | 883 | $395.0K | 0.02% | −72−7.5% | Reduced |
| Roberts Glore & Co Inc | 897 | $401.2K | 0.12% | 00.0% | Unchanged |
| STRS Ohio | 908 | $406.1K | 0.00% | +908 | New |
| Lafayette Investments, Inc. | 911 | $407.5K | 0.08% | +65+7.7% | Added |
| Daymark Wealth Partners, LLC | 917 | $409.9K | 0.02% | −40−4.2% | Reduced |
| Financial Advocates Investment Management | 921 | $412.0K | 0.03% | −159−14.7% | Reduced |
| Conestoga Capital Advisors, LLC | 922 | $412.4K | 0.01% | −515−35.8% | Reduced |
| Ci Investments Inc. | 928 | $415.0K | 0.00% | −17−1.8% | Reduced |
| Cresset Asset Management, LLC | 939 | $420.0K | 0.00% | −104−10.0% | Reduced |
| National Philanthropic Trust | 945 | $422.7K | 0.01% | +5+0.5% | Added |
| D. E. Shaw & Co., Inc. | 946 | $423.1K | 0.00% | 00.0% | Unchanged |
| DRW Securities, LLC | 948 | $424.0K | 0.03% | +948 | New |
| First Financial Bank - Trust Division | 953 | $426.3K | 0.04% | −40−4.0% | Reduced |
| Mutual Advisors, LLC | 1,019 | $427.3K | 0.01% | +103+11.2% | Added |
| Apeiron RIA LLC | 962 | $430.2K | 0.11% | +17+1.8% | Added |
| Andina Capital Management, LLC | 965 | $431.8K | 0.30% | +58+6.4% | Added |
| Stock Yards Bank & Trust Co | 978 | $437.4K | 0.01% | 00.0% | Unchanged |
| Silver Lake Advisory, LLC | 981 | $439.0K | 0.19% | 00.0% | Unchanged |
| Empirical Finance, LLC | 982 | $439.2K | 0.02% | +11+1.1% | Added |
| Mirabella Financial Services LLP | 982 | $441.2K | 0.05% | −2,522−72.0% | Reduced |
| Hurlow Wealth Management Group, Inc. | 988 | $441.9K | 0.12% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 989 | $442.3K | 0.02% | +47+5.0% | Added |
| Provident Investment Management, Inc. | 989 | $442.4K | 0.04% | −94−8.7% | Reduced |
| Apollon Wealth Management, LLC | 990 | $442.8K | 0.01% | −94−8.7% | Reduced |
| Birch Hill Investment Advisors LLC | 1,012 | $452.6K | 0.02% | −86−7.8% | Reduced |
| Ashton Thomas Securities, LLC | 1,014 | $453.5K | 0.11% | −9−0.9% | Reduced |
| Dock Street Asset Management Inc | 1,021 | $456.7K | 0.04% | −1,356−57.0% | Reduced |
| HB Wealth Management, LLC | 1,027 | $459.4K | 0.00% | −400−28.0% | Reduced |
| Wesbanco Bank Inc | 1,029 | $460.3K | 0.01% | 00.0% | Unchanged |
| LMCG Investments, LLC | 1,032 | $461.6K | 0.03% | −24−2.3% | Reduced |
| Diversify Advisory Services, LLC | 1,246 | $462.0K | 0.02% | +1,246 | New |
| Lindenwold Advisors | 1,037 | $463.8K | 0.24% | −8−0.8% | Reduced |
| Belpointe Asset Management LLC | 1,057 | $473.2K | 0.02% | +269+34.1% | Added |
| Ballentine Partners, LLC | 1,058 | $473.2K | 0.01% | +60+6.0% | Added |
| Ninety One SA (PTY) Ltd | 1,068 | $477.7K | 0.08% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 1,078 | $482.1K | 0.00% | −2−0.2% | Reduced |
| Bryn Mawr Trust Co | 1,093 | $489.0K | 0.01% | +6+0.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,094 | $489.3K | 0.02% | +337+44.5% | Added |
| Applied Finance Capital Management, LLC | 1,104 | $493.8K | 0.03% | −8−0.7% | Reduced |
| Stratos Wealth Partners, LTD. | 1,104 | $493.9K | 0.01% | −813−42.4% | Reduced |
| Vontobel Holding Ltd. | 1,107 | $495.1K | 0.00% | −66−5.6% | Reduced |
| Miracle Mile Advisors, LLC | 1,108 | $495.6K | 0.01% | +34+3.2% | Added |
| GAMMA Investing LLC | 1,110 | $496.5K | 0.03% | +164+17.3% | Added |
| Contravisory Investment Management, Inc. | 1,113 | $497.8K | 0.10% | −4−0.4% | Reduced |
| HM Payson & Co | 1,116 | $499.2K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 1,119 | $500.7K | 0.00% | +1+0.1% | Added |
| Nomura Holdings Inc | 1,129 | $505.0K | 0.00% | −2,433−68.3% | Reduced |
| Nilsine Partners, LLC | 1,136 | $508.1K | 0.05% | −16−1.4% | Reduced |
| V-Square Quantitative Management LLC | 1,144 | $511.7K | 0.07% | +115+11.2% | Added |
| denkapparat Operations GmbH | 1,148 | $513.5K | 0.41% | 00.0% | Unchanged |
| Argent Trust Co | 1,152 | $515.3K | 0.02% | +8+0.7% | Added |
| Tokio Marine Asset Management Co Ltd | 1,170 | $523.3K | 0.02% | +74+6.8% | Added |
| Baker Tilly Wealth Management, LLC | 1,173 | $524.8K | 0.19% | −40−3.3% | Reduced |
| Park Avenue Securities LLC | 1,174 | $525.0K | 0.00% | −95−7.5% | Reduced |
| Mattern Wealth Management LLC | 1,195 | $534.3K | 0.11% | −31−2.5% | Reduced |
| Verity & Verity, LLC | 1,195 | $534.5K | 0.05% | +89+8.0% | Added |
| Quantum Private Wealth, LLC | 1,202 | $537.6K | 0.17% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 1,203 | $538.2K | 0.07% | +2+0.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 1,211 | $541.7K | 0.01% | +1+0.1% | Added |
| Scientech Research LLC | 1,227 | $548.8K | 0.13% | +1,227 | New |
| Vident Advisory, LLC | 1,234 | $552.0K | 0.01% | −1,142−48.1% | Reduced |
| Capital Investment Services of America, Inc. | 1,250 | $559.1K | 0.05% | 00.0% | Unchanged |
| CWM, LLC | 1,259 | $563.0K | 0.00% | −210−14.3% | Reduced |
| Atria Wealth Solutions, Inc. | 1,269 | $567.5K | 0.01% | −11−0.9% | Reduced |
| Burney Co | 1,270 | $568.0K | 0.02% | −1,268−50.0% | Reduced |
| Norden Group LLC | 1,271 | $568.5K | 0.06% | −25−1.9% | Reduced |
| Alliance Wealth Advisors, LLC | 1,275 | $570.3K | 0.14% | +219+20.7% | Added |
| KFG Wealth Management, LLC | 1,282 | $573.2K | 0.09% | +87+7.3% | Added |
| Lido Advisors, LLC | 1,282 | $573.7K | 0.00% | −1,212−48.6% | Reduced |
| Dividend Assets Capital, LLC | 1,285 | $574.8K | 0.10% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 1,292 | $577.9K | 0.19% | −14−1.1% | Reduced |
| Gamco Investors, Inc. Et Al | 1,315 | $588.2K | 0.01% | −250−16.0% | Reduced |
| Toroso Investments, LLC | 1,319 | $590.0K | 0.00% | +359+37.4% | Added |
| CIBC World Markets Inc. | 1,332 | $595.8K | 0.00% | −4,374−76.7% | Reduced |
| Panagora Asset Management Inc | 1,336 | $597.6K | 0.00% | −2−0.1% | Reduced |
| Sage Private Wealth Group, LLC | 1,355 | $606.4K | 0.39% | +193+16.6% | Added |