Skip to main content

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.

Institutional holdersQ2 2025: 837 institutions
Q1 2021: 577 institutionsQ2 2021: 595 institutionsQ3 2021: 621 institutionsQ4 2021: 695 institutionsQ1 2022: 704 institutionsQ2 2022: 693 institutionsQ3 2022: 692 institutionsQ4 2022: 743 institutionsQ1 2023: 723 institutionsQ2 2023: 737 institutionsQ3 2023: 733 institutionsQ4 2023: 775 institutionsQ1 2024: 782 institutionsQ2 2024: 807 institutionsQ3 2024: 833 institutionsQ4 2024: 847 institutionsQ1 2025: 828 institutionsQ2 2025: 837 institutionsQ3 2025: 775 institutionsQ4 2025: 798 institutionsQ1 2026: 726 institutionsQ2 2026: 767 institutions
Value heldQ2 2025: $15.9B
Q1 2021: $10.3BQ2 2021: $11.1BQ3 2021: $13.1BQ4 2021: $16.5BQ1 2022: $14.8BQ2 2022: $13.0BQ3 2022: $13.8BQ4 2022: $13.5BQ1 2023: $14.0BQ2 2023: $13.7BQ3 2023: $15.2BQ4 2023: $16.5BQ1 2024: $15.9BQ2 2024: $14.6BQ3 2024: $16.5BQ4 2024: $17.2BQ1 2025: $16.2BQ2 2025: $15.9BQ3 2025: $10.6BQ4 2025: $10.6BQ1 2026: $8.21BQ2 2026: $9.22B
Institutions holding FDS and their total value by quarter
QuarterHoldersValue
Q2 2026767$9.22B
Q1 2026726$8.21B
Q4 2025798$10.6B
Q3 2025775$10.6B
Q2 2025837$15.9B
Q1 2025828$16.2B
Q4 2024847$17.2B
Q3 2024833$16.5B
Q2 2024807$14.6B
Q1 2024782$15.9B
Q4 2023775$16.5B
Q3 2023733$15.2B
Q2 2023737$13.7B
Q1 2023723$14.0B
Q4 2022743$13.5B
Q3 2022692$13.8B
Q2 2022693$13.0B
Q1 2022704$14.8B
Q4 2021695$16.5B
Q3 2021621$13.1B
Q2 2021595$11.1B
Q1 2021577$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.

Institutions holding FDS in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Missouri Trust & Investment Co0$00.00%−34−100.0%Sold out
Old Point Trust & Financial Services N A0$00.00%−33−100.0%Sold out
BFSG, LLC0$00.00%−23−100.0%Sold out
Saudi Central Bank0$00.00%−15−100.0%Sold out
BankPlus Trust Department0$00.00%−11−100.0%Sold out
Carolinas Wealth Consulting LLC0$00.00%−10−100.0%Sold out
Ruedi Wealth Management, Inc.0$00.00%−10−100.0%Sold out
Northwest Capital Management Inc0$00.00%−9−100.0%Sold out
St Germain D J Co Inc0$00.00%−7−100.0%Sold out
Webster Bank, N. A.0$00.00%−6−100.0%Sold out
Hexagon Capital Partners LLC0$00.00%−6−100.0%Sold out
Global Financial Private Client, LLC0$00.00%−6−100.0%Sold out
ROSS\JOHNSON & Associates LLC0$00.00%−6−100.0%Sold out
Synergy Investment Management, LLC0$00.00%−5−100.0%Sold out
First Command Advisory Services, Inc.0$00.00%−2−100.0%Sold out
PSI Advisors, LLC0$00.00%−2−100.0%Sold out
West Paces Advisors Inc.0$00.00%−2−100.0%Sold out
Avion Wealth0$00.00%−2−100.0%Sold out
Credit Agricole S A––––Not filed
Rakuten Investment Management, Inc.––––Not filed
Wolf Group Capital Advisors––––Not filed
Mizuho Securities USA LLC––––Not filed
Glenmede Trust Co NA––––Not filed
Lindbrook Capital, LLC––––Not filed
Sandy Spring Bank––––Not filed