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 |
|---|---|---|---|---|---|
| Independent Advisor Alliance | 1,356 | $606.7K | 0.02% | +66+5.1% | Added |
| Snowden Capital Advisors LLC | 1,358 | $607.4K | 0.02% | −75−5.2% | Reduced |
| Stevens Capital Management LP | 1,359 | $608.0K | 0.17% | +1,359 | New |
| Allianz Asset Management GmbH | 1,364 | $610.1K | 0.00% | −493−26.5% | Reduced |
| Koshinski Asset Management, Inc. | 1,372 | $613.6K | 0.05% | +194+16.5% | Added |
| Empirical Asset Management, LLC | 1,387 | $620.4K | 0.19% | +311+28.9% | Added |
| Global X Japan Co., Ltd. | 1,393 | $623.1K | 0.06% | +97+7.5% | Added |
| Perpetual Ltd | 1,394 | $623.5K | 0.01% | +700+100.9% | Added |
| Assenagon Asset Management S.A. | 1,408 | $629.8K | 0.00% | −257−15.4% | Reduced |
| Summit Financial, LLC | 1,411 | $631.3K | 0.01% | +286+25.4% | Added |
| Scott Marsh Financial, LLC | 1,419 | $634.7K | 0.24% | +1,419 | New |
| Prudential PLC | 1,421 | $635.6K | 0.00% | −1,816−56.1% | Reduced |
| ASR Vermogensbeheer N.V. | 1,422 | $636.0K | 0.01% | +296+26.3% | Added |
| Andra AP-fonden | 1,439 | $643.6K | 0.01% | −3,861−72.8% | Reduced |
| Bessemer Group Inc | 1,442 | $645.0K | 0.00% | +266+22.6% | Added |
| Summit Trail Advisors, LLC | 1,455 | $650.8K | 0.01% | +1,455 | New |
| Fifth Third Bancorp | 1,455 | $650.8K | 0.00% | −15−1.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,463 | $654.0K | 0.01% | −10,646−87.9% | Reduced |
| SlateStone Wealth, LLC | 1,465 | $655.0K | 0.06% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,470 | $657.5K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,476 | $660.2K | 0.02% | +967+190.0% | Added |
| Glenmede Investment Management, LP | 1,488 | $665.6K | 0.00% | +1,488 | New |
| Anchor Capital Advisors LLC | 1,500 | $670.9K | 0.02% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 1,500 | $670.9K | 0.01% | +1,500 | New |
| Pensionmark Financial Group, LLC | 1,527 | $683.0K | 0.02% | +766+100.7% | Added |
| Centiva Capital, LP | 1,530 | $684.3K | 0.05% | +1,530 | New |
| Oppenheimer Asset Management Inc. | 1,540 | $688.8K | 0.01% | −59−3.7% | Reduced |
| QRG Capital Management, Inc. | 1,547 | $692.1K | 0.01% | +208+15.5% | Added |
| Sound Financial Strategies Group, LLC | 1,556 | $696.0K | 0.59% | +1,556 | New |
| FourThought Financial Partners, LLC | 1,561 | $698.1K | 0.07% | +104+7.1% | Added |
| Horizon Investments, LLC | 1,586 | $709.4K | 0.01% | +1,042+191.5% | Added |
| E. Ohman J:or Asset Management AB | 1,604 | $717.4K | 0.02% | −200−11.1% | Reduced |
| Sequoia Financial Advisors, LLC | 1,623 | $725.9K | 0.00% | +546+50.7% | Added |
| Cerro Pacific Wealth Advisors LLC | 1,623 | $726.1K | 0.20% | −130−7.4% | Reduced |
| CoreCap Advisors, LLC | 1,633 | $730.7K | 0.03% | +156+10.6% | Added |
| Procyon Private Wealth Partners, LLC | 1,643 | $734.9K | 0.07% | −5,503−77.0% | Reduced |
| Natixis | 1,647 | $736.7K | 0.00% | −129−7.3% | Reduced |
| Harrell Investment Partners, LLC | 1,653 | $739.4K | 0.19% | +1,653 | New |
| B. Metzler seel. Sohn & Co. AG | 1,685 | $753.7K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,693 | $757.4K | 0.01% | −103−5.7% | Reduced |
| Empowered Funds, LLC | 1,734 | $775.6K | 0.01% | +762+78.4% | Added |
| Verition Fund Management LLC | 1,739 | $777.8K | 0.00% | +343+24.6% | Added |
| Chicago Capital, LLC | 1,771 | $792.1K | 0.02% | 00.0% | Unchanged |
| Fieldview Capital Management, LLC | 1,773 | $793.0K | 0.12% | +1,773 | New |
| Maryland State Retirement & Pension System | 1,778 | $795.3K | 0.02% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 1,809 | $798.0K | 0.11% | +48+2.7% | Added |
| New Mexico Educational Retirement Board | 1,800 | $805.0K | 0.03% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 1,839 | $836.3K | 0.14% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,879 | $840.4K | 0.04% | −53−2.7% | Reduced |
| Promus Capital, LLC | 1,902 | $850.6K | 0.55% | +368+24.0% | Added |
| Schroder Investment Management Group | 1,905 | $852.1K | 0.00% | −305−13.8% | Reduced |
| Axxcess Wealth Management, LLC | 1,906 | $852.3K | 0.02% | −509−21.1% | Reduced |
| Merit Financial Group, LLC | 1,913 | $855.6K | 0.01% | +809+73.3% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 1,944 | $869.5K | 0.55% | −414−17.6% | Reduced |
| Diversified Trust Co | 1,952 | $873.1K | 0.02% | −4−0.2% | Reduced |
| Argent Capital Management LLC | 1,955 | $874.4K | 0.03% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 1,967 | $879.8K | 0.01% | +18+0.9% | Added |
| Valmark Advisers, Inc. | 1,970 | $881.1K | 0.01% | +26+1.3% | Added |
| Advisory Services Network, LLC | 2,197 | $885.2K | 0.01% | −46−2.1% | Reduced |
| Norinchukin Bank, The | 1,980 | $885.6K | 0.01% | +61+3.2% | Added |
| Trail Ridge Investment Advisors, LLC | 2,200 | $886.4K | 0.43% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,984 | $887.4K | 0.12% | −108−5.2% | Reduced |
| TownSquare Capital, LLC | 1,992 | $891.0K | 0.09% | −16,358−89.1% | Reduced |
| Louisiana State Employees Retirement System | 2,000 | $894.6K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,032 | $897.2K | 0.00% | +3+0.1% | Added |
| Kinneret Advisory, LLC | 2,010 | $899.0K | 0.08% | −4−0.2% | Reduced |
| Novem Group | 2,024 | $905.3K | 0.11% | −255−11.2% | Reduced |
| Davenport & Co LLC | 2,030 | $908.0K | 0.01% | −12−0.6% | Reduced |
| Texas Yale Capital Corp. | 2,052 | $917.8K | 0.03% | −380−15.6% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 2,070 | $925.9K | 0.41% | +104+5.3% | Added |
| Gulf International Bank (UK) Ltd | 2,076 | $928.0K | 0.03% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 2,088 | $933.9K | 0.03% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 2,099 | $938.8K | 0.01% | +166+8.6% | Added |
| Benjamin Edwards Inc | 2,144 | $959.2K | 0.01% | +146+7.3% | Added |
| D.B. Root & Company, LLC | 2,163 | $967.5K | 0.29% | −55−2.5% | Reduced |
| Gibbs Wealth Management | 2,228 | $996.6K | 0.19% | +375+20.2% | Added |
| Institute for Wealth Management, LLC. | 2,246 | $1.00M | 0.11% | −9−0.4% | Reduced |
| Jain Global LLC | 2,250 | $1.01M | 0.02% | +2,250 | New |
| Colony Group, LLC | 2,250 | $1.01M | 0.00% | −119−5.0% | Reduced |
| Tower Research Capital LLC (TRC) | 2,262 | $1.01M | 0.03% | +505+28.7% | Added |
| Kestra Private Wealth Services, LLC | 2,281 | $1.02M | 0.01% | +220+10.7% | Added |
| Hartford Investment Management Co | 2,300 | $1.03M | 0.03% | −19−0.8% | Reduced |
| Jane Street Group, LLC | 2,300 | $1.03M | 0.00% | +2,300 | New |
| Bullock Wealth Management Group | 2,287 | $1.03M | 0.55% | −24−1.0% | Reduced |
| Blair William & Co | 2,315 | $1.04M | 0.00% | +20+0.9% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 2,340 | $1.05M | 0.70% | +403+20.8% | Added |
| Profit Investment Management, LLC | 2,349 | $1.05M | 0.95% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 2,373 | $1.06M | 0.01% | −173−6.8% | Reduced |
| Connable Office Inc | 2,390 | $1.07M | 0.11% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,414 | $1.07M | 0.01% | −1,223−33.6% | Reduced |
| Versor Investments LP | 2,401 | $1.07M | 0.19% | +2,401 | New |
| Radnor Capital Management, LLC | 2,410 | $1.08M | 0.17% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 2,432 | $1.09M | 0.00% | +162+7.1% | Added |
| Mercer Global Advisors Inc | 2,456 | $1.10M | 0.00% | +94+4.0% | Added |
| Henshaw Capital LLC | 2,487 | $1.11M | 0.04% | +6+0.2% | Added |
| Portside Wealth Group, LLC | 2,489 | $1.11M | 0.16% | +91+3.8% | Added |
| Amiral Gestion | 2,500 | $1.12M | 0.48% | +1,500+150.0% | Added |
| Polar Asset Management Partners Inc. | 2,500 | $1.12M | 0.03% | +2,500 | New |
| MML Investors Services, LLC | 2,507 | $1.12M | 0.00% | −3−0.1% | Reduced |
| Knollwood Investment Advisory, LLC | 2,550 | $1.14M | 0.11% | 00.0% | Unchanged |