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 |
|---|---|---|---|---|---|
| Gateway Investment Advisers LLC | 15,220 | $6.81M | 0.07% | −114−0.7% | Reduced |
| Hendershot Investments Inc. | 15,280 | $6.83M | 0.91% | +3,170+26.2% | Added |
| Atria Investments LLC | 15,751 | $7.05M | 0.08% | +62+0.4% | Added |
| Asset Management One Co.,Ltd. | 15,990 | $7.15M | 0.02% | +241+1.5% | Added |
| CIBC Asset Management Inc | 16,181 | $7.24M | 0.02% | +2,805+21.0% | Added |
| Sanctuary Advisors, LLC | 16,224 | $7.26M | 0.04% | −544−3.2% | Reduced |
| Ensign Peak Advisors, Inc | 16,419 | $7.34M | 0.01% | −1,412−7.9% | Reduced |
| Illinois Municipal Retirement Fund | 17,304 | $7.74M | 0.11% | +11,747+211.4% | Added |
| Resona Asset Management Co.,Ltd. | 17,438 | $7.76M | 0.04% | +1,397+8.7% | Added |
| Kennedy Capital Management, Inc. | 17,355 | $7.76M | 0.19% | −4,886−22.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 17,433 | $7.80M | 0.03% | −1,299−6.9% | Reduced |
| Treasurer of the State of North Carolina | 17,732 | $7.93M | 0.03% | +332+1.9% | Added |
| JGP Wealth Management, LLC | 18,458 | $8.26M | 1.00% | −46−0.2% | Reduced |
| AQR Capital Management LLC | 18,798 | $8.30M | 0.01% | −6,224−24.9% | Reduced |
| Papp L Roy & Associates | 18,791 | $8.40M | 1.00% | +483+2.6% | Added |
| Two Sigma Investments, LP | 19,211 | $8.59M | 0.02% | −14,819−43.5% | Reduced |
| Kempen Capital Management N.V. | 19,230 | $8.60M | 0.08% | +5,594+41.0% | Added |
| Yousif Capital Management, LLC | 19,272 | $8.62M | 0.09% | +2,255+13.3% | Added |
| Caisse de Depot Et Placement du Quebec | 19,344 | $8.65M | 0.02% | +19,344 | New |
| Great West Life Assurance Co | 19,577 | $8.76M | 0.01% | −12−0.1% | Reduced |
| Toronto Dominion Bank | 19,859 | $8.88M | 0.02% | +4,765+31.6% | Added |
| Mattern Capital Management, LLC | 19,875 | $8.89M | 1.07% | +233+1.2% | Added |
| Chevy Chase Trust Holdings, Inc. | 20,418 | $9.13M | 0.03% | +98+0.5% | Added |
| Thrivent Financial for Lutherans | 20,601 | $9.21M | 0.02% | +922+4.7% | Added |
| Whittier Trust Co | 20,774 | $9.29M | 0.11% | +491+2.4% | Added |
| Willis Investment Counsel | 20,916 | $9.36M | 0.55% | +4,430+26.9% | Added |
| Prudential Financial Inc | 21,556 | $9.64M | 0.01% | +1,587+7.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 21,708 | $9.71M | 0.02% | −1,275−5.5% | Reduced |
| Victory Capital Management Inc | 22,141 | $9.90M | 0.01% | +184+0.8% | Added |
| Truist Financial Corp | 22,313 | $9.98M | 0.01% | +114+0.5% | Added |
| APG Asset Management N.V. | 26,300 | $10.0M | 0.03% | 00.0% | Unchanged |
| Voya Investment Management LLC | 22,484 | $10.1M | 0.01% | −3,934−14.9% | Reduced |
| Manufacturers Life Insurance Company, The | 22,741 | $10.2M | 0.01% | −1,279−5.3% | Reduced |
| TD Asset Management Inc | 23,063 | $10.3M | 0.01% | +331+1.5% | Added |
| GHP Investment Advisors, Inc. | 23,188 | $10.4M | 0.46% | +12,282+112.6% | Added |
| Pictet Asset Management Holding SA | 23,517 | $10.5M | 0.01% | −203−0.9% | Reduced |
| Wendell David Associates Inc | 24,477 | $10.9M | 1.10% | −1,290−5.0% | Reduced |
| New York State Common Retirement Fund | 24,527 | $11.0M | 0.01% | −100−0.4% | Reduced |
| Canoe Financial LP | 24,555 | $11.0M | 0.16% | −1,600−6.1% | Reduced |
| State of Wisconsin Investment Board | 24,672 | $11.0M | 0.03% | −1,067−4.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 25,037 | $11.2M | 0.03% | −3,357−11.8% | Reduced |
| Danske Bank A/S | 26,025 | $11.6M | 0.03% | +7,666+41.8% | Added |
| The PNC Financial Services Group, Inc. | 26,675 | $11.9M | 0.01% | −797−2.9% | Reduced |
| Aviva PLC | 27,988 | $12.5M | 0.03% | +1,770+6.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 28,169 | $12.6M | 0.10% | +1,331+5.0% | Added |
| Baird Financial Group, Inc. | 28,417 | $12.7M | 0.02% | −514−1.8% | Reduced |
| Franklin Resources Inc | 29,577 | $13.2M | 0.00% | +7,249+32.5% | Added |
| Bath Savings Trust Co | 29,991 | $13.4M | 1.36% | −896−2.9% | Reduced |
| Bank of Montreal | 30,312 | $13.6M | 0.01% | −5,841−16.2% | Reduced |
| Russell Investments Group, Ltd. | 32,350 | $14.5M | 0.02% | −10,119−23.8% | Reduced |
| New York State Teachers Retirement System | 32,617 | $14.6M | 0.03% | +912+2.9% | Added |
| Interval Partners, LP | 33,315 | $14.9M | 0.34% | +9,946+42.6% | Added |
| Marks Group Wealth Management, Inc | 33,418 | $14.9M | 1.39% | +568+1.7% | Added |
| Millennium Management LLC | 33,598 | $15.0M | 0.01% | −76,811−69.6% | Reduced |
| State of Michigan Retirement System | 33,635 | $15.0M | 0.08% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 34,595 | $15.3M | 0.03% | +4,020+13.1% | Added |
| Sone Capital Management, LLC | 34,422 | $15.4M | 1.42% | −18,430−34.9% | Reduced |
| State Board of Administration of Florida Retirement System | 35,011 | $15.7M | 0.03% | +311+0.9% | Added |
| National Bank of Canada | 35,228 | $15.8M | 0.02% | +6,864+24.2% | Added |
| Running Oak Capital LLC | 36,263 | $16.2M | 1.80% | +2,365+7.0% | Added |
| Heron Bay Capital Management | 36,287 | $16.2M | 3.19% | −724−2.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 36,513 | $16.3M | 0.03% | +1,060+3.0% | Added |
| Arrowstreet Capital, Limited Partnership | 38,090 | $17.0M | 0.01% | +12,602+49.4% | Added |
| Alliancebernstein L.P. | 39,336 | $17.6M | 0.01% | +364+0.9% | Added |
| Stifel Financial Corp | 42,322 | $19.0M | 0.02% | +115+0.3% | Added |
| Janney Montgomery Scott LLC | 42,509 | $19.0M | 0.05% | −9,165−17.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 43,126 | $19.3M | 0.17% | −128−0.3% | Reduced |
| Saybrook Capital | 45,470 | $20.3M | 5.75% | −997−2.1% | Reduced |
| Citigroup Inc | 46,388 | $20.7M | 0.01% | −26,385−36.3% | Reduced |
| Principal Financial Group Inc | 47,708 | $21.3M | 0.01% | −2,129−4.3% | Reduced |
| Price T Rowe Associates Inc | 55,993 | $25.0M | 0.00% | +595+1.1% | Added |
| Copeland Capital Management, LLC | 58,101 | $26.0M | 0.53% | −6,648−10.3% | Reduced |
| Azora Capital LP | 58,442 | $26.1M | 1.18% | +24,936+74.4% | Added |
| California State Teachers Retirement System | 60,967 | $27.3M | 0.03% | +396+0.7% | Added |
| Earnest Partners LLC | 63,512 | $28.4M | 0.13% | −1,403−2.2% | Reduced |
| Voloridge Investment Management, LLC | 65,495 | $29.3M | 0.11% | −134,168−67.2% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 66,576 | $29.8M | 0.44% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 71,280 | $31.9M | 0.02% | −8,316−10.4% | Reduced |
| Dundas Partners LLP | 72,174 | $32.3M | 2.24% | −2,382−3.2% | Reduced |
| Norges Bank | 73,471 | $32.9M | 0.00% | +55,213+302.4% | Added |
| FMR LLC | 79,719 | $35.7M | 0.00% | −4,615−5.5% | Reduced |
| Rhumbline Advisers | 83,748 | $37.5M | 0.03% | +438+0.5% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 84,661 | $37.9M | 0.07% | −355−0.4% | Reduced |
| Ninety One North America, Inc. | 84,686 | $37.9M | 1.86% | +25,344+42.7% | Added |
| LPL Financial LLC | 85,885 | $38.4M | 0.01% | +2,370+2.8% | Added |
| HighTower Advisors, LLC | 88,169 | $39.4M | 0.05% | −849−1.0% | Reduced |
| Natixis Advisors, L.P. | 91,652 | $41.0M | 0.07% | −685−0.7% | Reduced |
| Point72 Asset Management, L.P. | 91,946 | $41.1M | 0.10% | +91,946 | New |
| Envestnet Asset Management Inc | 93,657 | $41.9M | 0.01% | −5,613−5.7% | Reduced |
| Nomura Asset Management Co Ltd | 98,142 | $43.9M | 0.12% | +6,281+6.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 99,276 | $44.4M | 0.03% | +1,389+1.4% | Added |
| Royal Bank of Canada | 100,219 | $44.8M | 0.01% | −11,757−10.5% | Reduced |
| Ameriprise Financial Inc | 101,657 | $45.5M | 0.01% | −17,132−14.4% | Reduced |
| Massachusetts Financial Services Co | 102,289 | $45.8M | 0.01% | +51,636+101.9% | Added |
| Barclays PLC | 105,111 | $47.0M | 0.02% | −5,335−4.8% | Reduced |
| HSBC Holdings PLC | 110,783 | $49.5M | 0.03% | +1,007+0.9% | Added |
| SEI Investments Co | 111,334 | $49.8M | 0.06% | +32,457+41.1% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 116,720 | $52.2M | 0.44% | 00.0% | Unchanged |
| Nuveen, LLC | 118,933 | $53.2M | 0.01% | −167−0.1% | Reduced |
| Amundi | 122,036 | $54.6M | 0.02% | −231,909−65.5% | Reduced |