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 |
|---|---|---|---|---|---|
| ExodusPoint Capital Management, LP | 2,567 | $1.15M | 0.01% | −14,605−85.1% | Reduced |
| Ethic Inc. | 2,605 | $1.15M | 0.02% | +64+2.5% | Added |
| Point72 Hong Kong Ltd | 2,621 | $1.17M | 0.08% | +2,621 | New |
| McDonald Partners LLC | 2,589 | $1.17M | 0.28% | +71+2.8% | Added |
| Mizuho Securities USA LLC | 2,628 | $1.18M | 0.03% | +2,628 | New |
| Mission Wealth Management, LP | 2,633 | $1.18M | 0.03% | −115−4.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 2,648 | $1.18M | 0.01% | −13,210−83.3% | Reduced |
| Ossiam | 2,650 | $1.19M | 0.01% | −145−5.2% | Reduced |
| Kingsview Wealth Management, LLC | 2,659 | $1.19M | 0.02% | −46−1.7% | Reduced |
| Arkadios Wealth Advisors | 2,714 | $1.21M | 0.04% | +142+5.5% | Added |
| Keeler Thomas Management LLC | 2,748 | $1.23M | 0.53% | +2,748 | New |
| Palisade Asset Management, LLC | 2,755 | $1.23M | 0.12% | +410+17.5% | Added |
| Marshall Financial Group LLC | 2,780 | $1.25M | 0.24% | +69+2.5% | Added |
| New Age Alpha Advisors, LLC | 2,786 | $1.25M | 0.05% | −1,949−41.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 2,892 | $1.29M | 0.01% | +63+2.2% | Added |
| Spinnaker Trust | 2,922 | $1.31M | 0.08% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 2,958 | $1.32M | 0.23% | −35−1.2% | Reduced |
| Wealthfront Advisers LLC | 2,962 | $1.32M | 0.00% | +282+10.5% | Added |
| Integrated Investment Consultants, LLC | 3,023 | $1.35M | 0.27% | −33−1.1% | Reduced |
| Metis Global Partners, LLC | 3,040 | $1.36M | 0.04% | −161−5.0% | Reduced |
| Avanza Fonder AB | 3,084 | $1.38M | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,108 | $1.39M | 0.00% | +74+2.4% | Added |
| Penobscot Investment Management Company, Inc. | 3,180 | $1.42M | 0.12% | 00.0% | Unchanged |
| Macquarie Group Ltd | 3,193 | $1.43M | 0.00% | −216,593−98.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 3,200 | $1.43M | 0.04% | −5,583−63.6% | Reduced |
| Quest Partners LLC | 3,221 | $1.44M | 0.14% | −1,032−24.3% | Reduced |
| Gen-Wealth Partners Inc | 3,222 | $1.44M | 0.56% | +190+6.3% | Added |
| Pacific Point Advisors, LLC | 3,237 | $1.45M | 0.78% | +195+6.4% | Added |
| Logan Capital Management Inc | 3,257 | $1.46M | 0.07% | −14−0.4% | Reduced |
| Oregon Public Employees Retirement Fund | 3,258 | $1.46M | 0.03% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 3,283 | $1.47M | 0.01% | +3,283 | New |
| Taylor Frigon Capital Management LLC | 3,333 | $1.49M | 0.79% | −52−1.5% | Reduced |
| Eads & Heald Wealth Management | 3,336 | $1.49M | 0.74% | −27−0.8% | Reduced |
| Jump Financial, LLC | 3,377 | $1.51M | 0.02% | −2,679−44.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,356 | $1.51M | 0.00% | −16−0.5% | Reduced |
| Moore Capital Management, LP | 3,382 | $1.51M | 0.03% | +3,382 | New |
| Venturi Wealth Management, LLC | 3,416 | $1.53M | 0.08% | −334−8.9% | Reduced |
| Nicholson Wealth Management Group, LLC | 3,444 | $1.54M | 0.95% | +73+2.2% | Added |
| J. W. Coons Advisors, LLC | 3,465 | $1.55M | 0.35% | +2,020+139.8% | Added |
| Omers Administration Corp | 3,510 | $1.57M | 0.01% | +2,000+132.5% | Added |
| Robeco Institutional Asset Management B.V. | 3,539 | $1.58M | 0.00% | +404+12.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 3,640 | $1.63M | 0.00% | −339−8.5% | Reduced |
| Public Employees Retirement Association of Colorado | 3,750 | $1.68M | 0.01% | 00.0% | Unchanged |
| Creative Planning | 3,757 | $1.68M | 0.00% | +110+3.0% | Added |
| Aster Capital Management (DIFC) Ltd | 3,758 | $1.68M | 0.38% | +3,758 | New |
| JustInvest LLC | 3,785 | $1.69M | 0.02% | +213+6.0% | Added |
| Candriam Luxembourg S.C.A. | 3,794 | $1.70M | 0.01% | −247−6.1% | Reduced |
| Cetera Investment Advisers | 3,814 | $1.71M | 0.00% | −1,175−23.6% | Reduced |
| Two Sigma Securities, LLC | 3,819 | $1.71M | 0.21% | +3,819 | New |
| CI Private Wealth, LLC | 3,855 | $1.72M | 0.00% | +267+7.4% | Added |
| Aurora Investment Managers, LLC. | 3,880 | $1.74M | 1.05% | 00.0% | Unchanged |
| Bank of Nova Scotia | 3,971 | $1.78M | 0.00% | −10.0% | Reduced |
| LWM Advisory Services, LLC | 4,000 | $1.79M | 1.23% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 4,017 | $1.80M | 0.03% | −200−4.7% | Reduced |
| OP Asset Management Ltd | 4,046 | $1.81M | 0.03% | +138+3.5% | Added |
| ISAM Funds (UK) Ltd | 4,083 | $1.83M | 0.40% | +4,083 | New |
| Janus Henderson Group PLC | 4,168 | $1.86M | 0.00% | −48−1.1% | Reduced |
| Sepio Capital, LP | 4,174 | $1.87M | 0.13% | −222−5.1% | Reduced |
| Greenleaf Trust | 4,221 | $1.89M | 0.02% | −167−3.8% | Reduced |
| Cordatus Wealth Management LLC | 4,228 | $1.89M | 0.47% | +45+1.1% | Added |
| Ameritas Investment Partners, Inc. | 4,331 | $1.94M | 0.06% | −27−0.6% | Reduced |
| Cascades Capital Asset Management, LLC | 4,336 | $1.94M | 1.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 4,351 | $1.95M | 0.02% | −70−1.6% | Reduced |
| Generali Asset Management SPA SGR | 4,412 | $1.97M | 0.04% | +4,412 | New |
| Harbor Capital Advisors, Inc. | 4,444 | $1.99M | 0.08% | +89+2.0% | Added |
| Palumbo Wealth Management LLC | 4,473 | $2.00M | 0.62% | −142−3.1% | Reduced |
| Naples Global Advisors, LLC | 4,527 | $2.02M | 0.17% | +259+6.1% | Added |
| Brevan Howard Capital Management LP | 4,628 | $2.07M | 0.02% | +4,628 | New |
| SummitTX Capital, L.P. | 4,638 | $2.07M | 0.09% | +4,638 | New |
| Y-Intercept (Hong Kong) Ltd | 4,753 | $2.13M | 0.05% | +3,274+221.4% | Added |
| Pinebridge Investments, L.P. | 4,759 | $2.13M | 0.02% | +4,759 | New |
| CIBC World Markets Corp | 4,772 | $2.13M | 0.01% | +187+4.1% | Added |
| ICW Investment Advisors LLC | 4,774 | $2.14M | 0.84% | +108+2.3% | Added |
| Resources Investment Advisors, LLC. | 4,893 | $2.19M | 0.02% | +1,153+30.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 4,939 | $2.21M | 0.02% | +131+2.7% | Added |
| KBC Group NV | 4,953 | $2.22M | 0.01% | −128−2.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 4,966 | $2.22M | 0.11% | −320−6.1% | Reduced |
| Warren Averett Asset Management, LLC | 4,975 | $2.23M | 0.02% | −135−2.6% | Reduced |
| Stiles Financial Services Inc | 4,995 | $2.23M | 0.77% | −163−3.2% | Reduced |
| Captrust Financial Advisors | 5,006 | $2.24M | 0.00% | +202+4.2% | Added |
| New York Life Investment Management LLC | 5,152 | $2.30M | 0.02% | +74+1.5% | Added |
| Nissay Asset Management Corp | 5,176 | $2.32M | 0.01% | +137+2.7% | Added |
| Quantinno Capital Management LP | 5,223 | $2.34M | 0.01% | +442+9.2% | Added |
| Neuberger Berman Group LLC | 5,234 | $2.34M | 0.00% | −224−4.1% | Reduced |
| Cerity Partners LLC | 5,247 | $2.35M | 0.00% | +707+15.6% | Added |
| Sanibel Captiva Trust Company, Inc. | 5,292 | $2.37M | 0.07% | −130−2.4% | Reduced |
| Virtu Financial LLC | 5,306 | $2.37M | 0.12% | +5,306 | New |
| Vestmark Advisory Solutions, Inc. | 5,320 | $2.38M | 0.03% | −5,195−49.4% | Reduced |
| Sterling Capital Management LLC | 5,341 | $2.39M | 0.03% | +1,133+26.9% | Added |
| J. Safra Sarasin Holding AG | 5,341 | $2.39M | 0.04% | +3,251+155.6% | Added |
| UniSuper Management Pty Ltd | 5,373 | $2.40M | 0.02% | +216+4.2% | Added |
| Delta Global Management LP | 5,402 | $2.42M | 0.16% | −370−6.4% | Reduced |
| Concurrent Investment Advisors, LLC | 5,425 | $2.43M | 0.05% | +119+2.2% | Added |
| Legacy Financial Strategies, LLC | 5,513 | $2.47M | 0.48% | +5,513 | New |
| Steward Partners Investment Advisory, LLC | 5,516 | $2.47M | 0.02% | −83−1.5% | Reduced |
| Teacher Retirement System of Texas | 5,763 | $2.58M | 0.01% | +203+3.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 5,763 | $2.58M | 0.00% | −164−2.8% | Reduced |
| We Are One Seven, LLC | 5,825 | $2.61M | 0.08% | +5,825 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5,879 | $2.63M | 0.34% | +681+13.1% | Added |
| GWM Advisors LLC | 5,917 | $2.65M | 0.01% | +526+9.8% | Added |