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 |
|---|---|---|---|---|---|
| British Columbia Investment Management Corp | 5,971 | $2.67M | 0.02% | −1,302−17.9% | Reduced |
| Bright Rock Capital Management, LLC | 6,000 | $2.68M | 0.54% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 6,108 | $2.73M | 0.01% | +4,165+214.4% | Added |
| Utah Retirement Systems | 6,217 | $2.78M | 0.03% | −37−0.6% | Reduced |
| NewEdge Wealth, LLC | 7,194 | $2.78M | 0.04% | +2,161+42.9% | Added |
| Intech Investment Management LLC | 6,233 | $2.79M | 0.03% | −2,171−25.8% | Reduced |
| Kensington Investment Counsel, LLC | 6,242 | $2.79M | 1.20% | −36−0.6% | Reduced |
| Evoke Wealth, LLC | 6,246 | $2.79M | 0.07% | −68−1.1% | Reduced |
| La Banque Postale Asset Management SA | 6,303 | $2.82M | 0.04% | −2,139−25.3% | Reduced |
| Squarepoint Ops LLC | 6,346 | $2.84M | 0.01% | −7,113−52.8% | Reduced |
| Shell Asset Management Co | 6,354 | $2.84M | 0.10% | +3,297+107.9% | Added |
| Strong Tower Advisory Services | 6,605 | $2.95M | 0.58% | +202+3.2% | Added |
| Balyasny Asset Management LLC | 6,649 | $2.97M | 0.01% | +6,649 | New |
| Tsai Capital Corp | 6,688 | $2.99M | 2.19% | −26−0.4% | Reduced |
| Prospera Financial Services Inc | 6,715 | $3.00M | 0.06% | −294−4.2% | Reduced |
| Daiwa Securities Group Inc. | 6,866 | $3.07M | 0.01% | +30+0.4% | Added |
| SG Americas Securities, LLC | 6,940 | $3.10M | 0.01% | +4,174+150.9% | Added |
| DnB Asset Management AS | 7,000 | $3.13M | 0.01% | +498+7.7% | Added |
| IFM Investors Pty Ltd | 7,276 | $3.25M | 0.03% | +311+4.5% | Added |
| Coastal Bridge Advisors, LLC | 7,414 | $3.32M | 0.28% | −12−0.2% | Reduced |
| Xponance, Inc. | 7,414 | $3.32M | 0.03% | +856+13.1% | Added |
| Perbak Capital Partners LLP | 7,461 | $3.34M | 0.75% | +6,633+801.1% | Added |
| Van Eck Associates Corp | 7,640 | $3.42M | 0.00% | −825−9.7% | Reduced |
| Stephens Inc | 7,697 | $3.44M | 0.05% | −881−10.3% | Reduced |
| Public Sector Pension Investment Board | 7,792 | $3.49M | 0.01% | −2,401−23.6% | Reduced |
| Capital Insight Partners, LLC | 7,861 | $3.52M | 0.61% | −1,074−12.0% | Reduced |
| Congress Wealth Management LLC | 7,885 | $3.53M | 0.03% | +7,885 | New |
| Amalgamated Bank | 7,892 | $3.53M | 0.03% | −81−1.0% | Reduced |
| Linden Thomas Advisory Services, LLC | 7,905 | $3.54M | 0.39% | −112−1.4% | Reduced |
| Eukles Asset Management | 8,054 | $3.60M | 1.47% | +10.0% | Added |
| Retirement Systems of Alabama | 8,142 | $3.64M | 0.01% | −31−0.4% | Reduced |
| Storebrand Asset Management AS | 8,192 | $3.66M | 0.01% | −2,699−24.8% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 8,414 | $3.76M | 0.02% | +116+1.4% | Added |
| Mackenzie Financial Corp | 8,440 | $3.78M | 0.00% | +964+12.9% | Added |
| Brown Advisory Inc | 8,498 | $3.80M | 0.01% | −108−1.3% | Reduced |
| Birch Capital Management, LLC | 8,547 | $3.82M | 1.96% | −64−0.7% | Reduced |
| Somerset Trust Co | 8,703 | $3.89M | 1.27% | −32−0.4% | Reduced |
| Azzad Asset Management Inc | 8,706 | $3.89M | 0.42% | +3,835+78.7% | Added |
| Callan Family Office, LLC | 8,710 | $3.90M | 0.12% | +7,965+1,069.1% | Added |
| Tredje AP-fonden | 8,729 | $3.90M | 0.03% | +5,735+191.5% | Added |
| Acadian Asset Management LLC | 8,947 | $4.00M | 0.01% | +8,947 | New |
| US Bancorp | 9,060 | $4.05M | 0.01% | −450−4.7% | Reduced |
| Commonwealth Equity Services, LLC | 9,068 | $4.06M | 0.01% | −793−8.0% | Reduced |
| Swiss Life Asset Management Ltd | 9,151 | $4.09M | 0.02% | +3,141+52.3% | Added |
| Czech National Bank | 9,275 | $4.15M | 0.03% | +541+6.2% | Added |
| Pathstone Holdings, LLC | 9,306 | $4.16M | 0.02% | +189+2.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,307 | $4.16M | 0.02% | +610+7.0% | Added |
| Fisher Asset Management, LLC | 9,313 | $4.17M | 0.00% | −684−6.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 9,502 | $4.25M | 0.02% | +17+0.2% | Added |
| Handelsbanken Fonder AB | 9,651 | $4.32M | 0.02% | −400−4.0% | Reduced |
| DekaBank Deutsche Girozentrale | 9,755 | $4.33M | 0.01% | +51+0.5% | Added |
| Stonebridge Financial Group, LLC | 9,676 | $4.33M | 0.42% | +246+2.6% | Added |
| MetLife Investment Management | 9,784 | $4.38M | 0.03% | −680−6.5% | Reduced |
| M&T Bank Corp | 10,023 | $4.48M | 0.02% | −137−1.3% | Reduced |
| Core Alternative Capital | 10,091 | $4.51M | 1.23% | −1,403−12.2% | Reduced |
| Advisor Group Holdings, Inc. | 10,208 | $4.57M | 0.01% | −1,114−9.8% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 10,274 | $4.60M | 0.63% | +60+0.6% | Added |
| Jensen Investment Management Inc | 10,400 | $4.65M | 0.05% | 00.0% | Unchanged |
| Regions Financial Corp | 10,642 | $4.76M | 0.03% | +26+0.2% | Added |
| JLB & Associates Inc | 10,751 | $4.81M | 0.67% | −485−4.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 10,792 | $4.83M | 0.03% | +1,248+13.1% | Added |
| American Century Companies Inc | 11,004 | $4.92M | 0.00% | −370−3.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 11,012 | $4.93M | 0.31% | +11,012 | New |
| Arizona State Retirement System | 11,091 | $4.96M | 0.03% | +93+0.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 11,138 | $4.98M | 0.01% | +98+0.9% | Added |
| Kornitzer Capital Management Inc | 11,144 | $4.98M | 0.10% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 11,176 | $5.00M | 0.02% | +94+0.8% | Added |
| Whittier Trust Co of Nevada Inc | 11,193 | $5.01M | 0.11% | +365+3.4% | Added |
| Korea Investment CORP | 11,326 | $5.07M | 0.01% | −6,200−35.4% | Reduced |
| Mediolanum International Funds Ltd | 11,506 | $5.08M | 0.06% | −3,443−23.0% | Reduced |
| Commerce Bank | 11,386 | $5.09M | 0.03% | +97+0.9% | Added |
| Banco Santander, S.A. | 11,855 | $5.30M | 0.05% | +832+7.5% | Added |
| State of New Jersey Common Pension Fund D | 11,939 | $5.34M | 0.02% | 00.0% | Unchanged |
| Lansforsakringar Fondforvaltning AB (publ) | 11,999 | $5.37M | 0.03% | −297−2.4% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 12,139 | $5.43M | 0.05% | +1,400+13.0% | Added |
| First Trust Advisors LP | 12,145 | $5.43M | 0.00% | −3,600−22.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,195 | $5.45M | 0.01% | −4,255−25.9% | Reduced |
| Susquehanna International Group, LLP | 12,232 | $5.47M | 0.01% | +4,956+68.1% | Added |
| Adage Capital Partners GP, L.L.C. | 12,300 | $5.50M | 0.01% | −1,700−12.1% | Reduced |
| Rafferty Asset Management, LLC | 12,616 | $5.64M | 0.02% | +148+1.2% | Added |
| Comerica Bank | 12,691 | $5.68M | 0.02% | +272+2.2% | Added |
| KLP Kapitalforvaltning AS | 12,900 | $5.77M | 0.02% | +300+2.4% | Added |
| Heartland Advisors Inc | 12,987 | $5.81M | 0.32% | −1,942−13.0% | Reduced |
| Capital Fund Management S.A. | 13,028 | $5.83M | 0.06% | +13,028 | New |
| Federation des caisses Desjardins du Quebec | 13,115 | $5.87M | 0.03% | +2,532+23.9% | Added |
| Forsta Ap-Fonden | 13,300 | $5.95M | 0.04% | +400+3.1% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 13,456 | $6.02M | 0.02% | −19,503−59.2% | Reduced |
| AXA S.A. | 13,762 | $6.16M | 0.02% | −149−1.1% | Reduced |
| PFG Advisors | 192,000 | $6.23M | 0.29% | +187,545+4,209.8% | Added |
| Mn Services Vermogensbeheer B.V. | 14,000 | $6.26M | 0.04% | +200+1.4% | Added |
| Mariner, LLC | 14,167 | $6.34M | 0.01% | +93+0.7% | Added |
| Public Employees Retirement System of Ohio | 14,239 | $6.37M | 0.02% | +61+0.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 14,489 | $6.48M | 0.06% | +684+5.0% | Added |
| Man Group plc | 14,616 | $6.54M | 0.01% | −21,373−59.4% | Reduced |
| Gabelli Funds LLC | 14,648 | $6.55M | 0.05% | −582−3.8% | Reduced |
| State of Alaska, Department of Revenue | 14,690 | $6.57M | 0.07% | +1,810+14.1% | Added |
| Gotham Asset Management, LLC | 14,714 | $6.58M | 0.04% | +11,280+328.5% | Added |
| AdvisorShares Investments LLC | 14,859 | $6.65M | 1.20% | +351+2.4% | Added |
| State of Tennessee, Treasury Department | 14,975 | $6.70M | 0.02% | +4,416+41.8% | Added |
| Erste Asset Management GmbH | 15,243 | $6.75M | 0.06% | +2,370+18.4% | Added |