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 |
|---|---|---|---|---|---|
| CBOE Vest Financial, LLC | 125,526 | $56.1M | 0.79% | +10,172+8.8% | Added |
| Royal London Asset Management Ltd | 130,477 | $58.4M | 0.13% | −2,320−1.7% | Reduced |
| Raymond James Financial Inc | 138,624 | $62.0M | 0.02% | −8,692−5.9% | Reduced |
| California Public Employees Retirement System | 141,006 | $63.1M | 0.04% | −24,936−15.0% | Reduced |
| Everett Harris & Co | 145,982 | $65.3M | 0.84% | −2,379−1.6% | Reduced |
| Deutsche Bank AG | 157,337 | $70.4M | 0.03% | −32,240−17.0% | Reduced |
| American Capital Management Inc | 157,823 | $70.6M | 2.93% | −19,809−11.2% | Reduced |
| UBS Group AG | 167,122 | $74.8M | 0.02% | −22,118−11.7% | Reduced |
| Goldman Sachs Group Inc | 179,607 | $80.3M | 0.01% | +9,972+5.9% | Added |
| Tandem Investment Advisors, Inc. | 201,093 | $89.9M | 3.15% | −49,327−19.7% | Reduced |
| Citadel Advisors LLC | 240,306 | $107.5M | 0.09% | −228,066−48.7% | Reduced |
| Bank of New York Mellon Corp | 260,848 | $116.7M | 0.02% | −7,755−2.9% | Reduced |
| Fiera Capital Corp | 266,054 | $119.0M | 0.40% | +5,140+2.0% | Added |
| Dimensional Fund Advisors LP | 286,046 | $127.9M | 0.03% | +16,512+6.1% | Added |
| Boston Trust Walden Corp | 297,512 | $133.1M | 0.95% | +442+0.1% | Added |
| Legal & General Group Plc | 297,644 | $133.1M | 0.03% | +2,635+0.9% | Added |
| Champlain Investment Partners, LLC | 297,662 | $133.1M | 0.93% | −9,635−3.1% | Reduced |
| Nordea Investment Management AB | 347,220 | $153.9M | 0.14% | −9,893−2.8% | Reduced |
| UBS Asset Management Americas Inc | 358,197 | $160.2M | 0.03% | +56,861+18.9% | Added |
| StonePine Asset Management Inc. | 380,459 | $170.2M | 1.10% | +30,881+8.8% | Added |
| ProShare Advisors LLC | 383,543 | $171.6M | 0.34% | +11,235+3.0% | Added |
| Charles Schwab Investment Management Inc | 400,411 | $179.1M | 0.03% | +4,238+1.1% | Added |
| Northern Trust Corp | 405,784 | $181.5M | 0.02% | +1680.0% | Added |
| JPMorgan Chase & Co | 418,740 | $187.3M | 0.01% | −87,021−17.2% | Reduced |
| Bank of America Corp | 529,008 | $236.6M | 0.02% | −15,158−2.8% | Reduced |
| Invesco Ltd. | 683,146 | $305.6M | 0.05% | +192,448+39.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 829,174 | $370.9M | 0.30% | +301,129+57.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,068,519 | $477.9M | 1.14% | −7,134−0.7% | Reduced |
| Geode Capital Management, LLC | 1,162,256 | $518.7M | 0.04% | +27,035+2.4% | Added |
| Ninety One UK Ltd | 1,192,634 | $533.4M | 1.25% | +685+0.1% | Added |
| Wells Fargo & Company | 1,373,162 | $614.2M | 0.14% | −13,738−1.0% | Reduced |
| Loomis Sayles & Co L P | 1,508,052 | $674.5M | 0.85% | +23,900+1.6% | Added |
| State Street Corp | 1,937,571 | $866.6M | 0.03% | +15,556+0.8% | Added |
| Bamco Inc | 2,231,916 | $998.3M | 2.71% | −16,110−0.7% | Reduced |
| Morgan Stanley | 2,374,872 | $1.06B | 0.07% | +426,066+21.9% | Added |
| BlackRock, Inc. | 3,364,001 | $1.50B | 0.03% | −152,506−4.3% | Reduced |
| Vanguard Group Inc | 4,825,198 | $2.16B | 0.03% | +29,844+0.6% | Added |
| Woodline Partners LP | 0 | $0 | 0.00% | −37,891−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −27,458−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −26,428−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −16,007−100.0% | Sold out |
| Beck Bode, LLC | 0 | $0 | 0.00% | −13,740−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −9,127−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −8,900−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −7,737−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −6,800−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −5,746−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −6,020−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −4,769−100.0% | Sold out |
| Ofi Invest Asset Management | 0 | $0 | 0.00% | −3,741−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −3,152−100.0% | Sold out |
| Dai-Ichi Life Insurance Company, Ltd | 0 | $0 | 0.00% | −2,998−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −2,544−100.0% | Sold out |
| Legacy Advisors, LLC | 0 | $0 | 0.00% | −2,463−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −2,058−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −2,026−100.0% | Sold out |
| Board of the Pension Protection Fund | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Congress Asset Management Co | 0 | $0 | 0.00% | −1,691−100.0% | Sold out |
| PGGM Investments | 0 | $0 | 0.00% | −1,444−100.0% | Sold out |
| Central Pacific Bank - Trust Division | 0 | $0 | 0.00% | −1,444−100.0% | Sold out |
| McElhenny Sheffield Capital Management, LLC | 0 | $0 | 0.00% | −1,090−100.0% | Sold out |
| Aspen Grove Capital, LLC | 0 | $0 | 0.00% | −1,046−100.0% | Sold out |
| Wallace Advisory Group, LLC | 0 | $0 | 0.00% | −885−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −908−100.0% | Sold out |
| TruNorth Capital Management, LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Signal Advisors Wealth, LLC | 0 | $0 | 0.00% | −873−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −878−100.0% | Sold out |
| West Coast Financial LLC | 0 | $0 | 0.00% | −819−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −809−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −797−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −788−100.0% | Sold out |
| Haverford Trust Co | 0 | $0 | 0.00% | −772−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −709−100.0% | Sold out |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Virtue Capital Management, LLC | 0 | $0 | 0.00% | −676−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −652−100.0% | Sold out |
| KCM Investment Advisors LLC | 0 | $0 | 0.00% | −639−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −554−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −531−100.0% | Sold out |
| Phillips Wealth Planners LLC | 0 | $0 | 0.00% | −558−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −507−100.0% | Sold out |
| Middleton & Co Inc | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −480−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −465−100.0% | Sold out |
| Journey Strategic Wealth LLC | 0 | $0 | 0.00% | −464−100.0% | Sold out |
| Tiaa Trust, National Association | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Cassaday & Co Wealth Management LLC | 0 | $0 | 0.00% | −442−100.0% | Sold out |
| Dean Investment Associates, LLC | 0 | $0 | 0.00% | −440−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −428−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −241−100.0% | Sold out |
| Washington Trust Co | 0 | $0 | 0.00% | −165−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −162−100.0% | Sold out |
| Pinnacle Financial Partners Inc | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Compass Wealth Management LLC | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| Winnow Wealth LLC | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| American National Bank | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −54−100.0% | Sold out |