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 |
|---|---|---|---|---|---|
| Wendell David Associates Inc | 24,477 | $10.9M | 1.10% | −1,290−5.0% | Reduced |
| Pictet Asset Management Holding SA | 23,517 | $10.5M | 0.01% | −203−0.9% | Reduced |
| GHP Investment Advisors, Inc. | 23,188 | $10.4M | 0.46% | +12,282+112.6% | Added |
| TD Asset Management Inc | 23,063 | $10.3M | 0.01% | +331+1.5% | Added |
| Manufacturers Life Insurance Company, The | 22,741 | $10.2M | 0.01% | −1,279−5.3% | Reduced |
| Voya Investment Management LLC | 22,484 | $10.1M | 0.01% | −3,934−14.9% | Reduced |
| APG Asset Management N.V. | 26,300 | $10.0M | 0.03% | 00.0% | Unchanged |
| Truist Financial Corp | 22,313 | $9.98M | 0.01% | +114+0.5% | Added |
| Victory Capital Management Inc | 22,141 | $9.90M | 0.01% | +184+0.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 21,708 | $9.71M | 0.02% | −1,275−5.5% | Reduced |
| Prudential Financial Inc | 21,556 | $9.64M | 0.01% | +1,587+7.9% | Added |
| Willis Investment Counsel | 20,916 | $9.36M | 0.55% | +4,430+26.9% | Added |
| Whittier Trust Co | 20,774 | $9.29M | 0.11% | +491+2.4% | Added |
| Thrivent Financial for Lutherans | 20,601 | $9.21M | 0.02% | +922+4.7% | Added |
| Chevy Chase Trust Holdings, Inc. | 20,418 | $9.13M | 0.03% | +98+0.5% | Added |
| Mattern Capital Management, LLC | 19,875 | $8.89M | 1.07% | +233+1.2% | Added |
| Toronto Dominion Bank | 19,859 | $8.88M | 0.02% | +4,765+31.6% | Added |
| Great West Life Assurance Co | 19,577 | $8.76M | 0.01% | −12−0.1% | Reduced |
| Caisse de Depot Et Placement du Quebec | 19,344 | $8.65M | 0.02% | +19,344 | New |
| Yousif Capital Management, LLC | 19,272 | $8.62M | 0.09% | +2,255+13.3% | Added |
| Kempen Capital Management N.V. | 19,230 | $8.60M | 0.08% | +5,594+41.0% | Added |
| Two Sigma Investments, LP | 19,211 | $8.59M | 0.02% | −14,819−43.5% | Reduced |
| Papp L Roy & Associates | 18,791 | $8.40M | 1.00% | +483+2.6% | Added |
| AQR Capital Management LLC | 18,798 | $8.30M | 0.01% | −6,224−24.9% | Reduced |
| JGP Wealth Management, LLC | 18,458 | $8.26M | 1.00% | −46−0.2% | Reduced |
| Treasurer of the State of North Carolina | 17,732 | $7.93M | 0.03% | +332+1.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 17,433 | $7.80M | 0.03% | −1,299−6.9% | Reduced |
| Kennedy Capital Management, Inc. | 17,355 | $7.76M | 0.19% | −4,886−22.0% | Reduced |
| Resona Asset Management Co.,Ltd. | 17,438 | $7.76M | 0.04% | +1,397+8.7% | Added |
| Illinois Municipal Retirement Fund | 17,304 | $7.74M | 0.11% | +11,747+211.4% | Added |
| Ensign Peak Advisors, Inc | 16,419 | $7.34M | 0.01% | −1,412−7.9% | Reduced |
| Sanctuary Advisors, LLC | 16,224 | $7.26M | 0.04% | −544−3.2% | Reduced |
| CIBC Asset Management Inc | 16,181 | $7.24M | 0.02% | +2,805+21.0% | Added |
| Asset Management One Co.,Ltd. | 15,990 | $7.15M | 0.02% | +241+1.5% | Added |
| Atria Investments LLC | 15,751 | $7.05M | 0.08% | +62+0.4% | Added |
| Hendershot Investments Inc. | 15,280 | $6.83M | 0.91% | +3,170+26.2% | Added |
| Gateway Investment Advisers LLC | 15,220 | $6.81M | 0.07% | −114−0.7% | Reduced |
| Erste Asset Management GmbH | 15,243 | $6.75M | 0.06% | +2,370+18.4% | Added |
| State of Tennessee, Treasury Department | 14,975 | $6.70M | 0.02% | +4,416+41.8% | Added |
| AdvisorShares Investments LLC | 14,859 | $6.65M | 1.20% | +351+2.4% | Added |
| Gotham Asset Management, LLC | 14,714 | $6.58M | 0.04% | +11,280+328.5% | Added |
| State of Alaska, Department of Revenue | 14,690 | $6.57M | 0.07% | +1,810+14.1% | Added |
| Gabelli Funds LLC | 14,648 | $6.55M | 0.05% | −582−3.8% | Reduced |
| Man Group plc | 14,616 | $6.54M | 0.01% | −21,373−59.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 14,489 | $6.48M | 0.06% | +684+5.0% | Added |
| Public Employees Retirement System of Ohio | 14,239 | $6.37M | 0.02% | +61+0.4% | Added |
| Mariner, LLC | 14,167 | $6.34M | 0.01% | +93+0.7% | Added |
| Mn Services Vermogensbeheer B.V. | 14,000 | $6.26M | 0.04% | +200+1.4% | Added |
| PFG Advisors | 192,000 | $6.23M | 0.29% | +187,545+4,209.8% | Added |
| AXA S.A. | 13,762 | $6.16M | 0.02% | −149−1.1% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 13,456 | $6.02M | 0.02% | −19,503−59.2% | Reduced |
| Forsta Ap-Fonden | 13,300 | $5.95M | 0.04% | +400+3.1% | Added |
| Federation des caisses Desjardins du Quebec | 13,115 | $5.87M | 0.03% | +2,532+23.9% | Added |
| Capital Fund Management S.A. | 13,028 | $5.83M | 0.06% | +13,028 | New |
| Heartland Advisors Inc | 12,987 | $5.81M | 0.32% | −1,942−13.0% | Reduced |
| KLP Kapitalforvaltning AS | 12,900 | $5.77M | 0.02% | +300+2.4% | Added |
| Comerica Bank | 12,691 | $5.68M | 0.02% | +272+2.2% | Added |
| Rafferty Asset Management, LLC | 12,616 | $5.64M | 0.02% | +148+1.2% | Added |
| Adage Capital Partners GP, L.L.C. | 12,300 | $5.50M | 0.01% | −1,700−12.1% | Reduced |
| Susquehanna International Group, LLP | 12,232 | $5.47M | 0.01% | +4,956+68.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,195 | $5.45M | 0.01% | −4,255−25.9% | Reduced |
| First Trust Advisors LP | 12,145 | $5.43M | 0.00% | −3,600−22.9% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 12,139 | $5.43M | 0.05% | +1,400+13.0% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 11,999 | $5.37M | 0.03% | −297−2.4% | Reduced |
| State of New Jersey Common Pension Fund D | 11,939 | $5.34M | 0.02% | 00.0% | Unchanged |
| Banco Santander, S.A. | 11,855 | $5.30M | 0.05% | +832+7.5% | Added |
| Commerce Bank | 11,386 | $5.09M | 0.03% | +97+0.9% | Added |
| Mediolanum International Funds Ltd | 11,506 | $5.08M | 0.06% | −3,443−23.0% | Reduced |
| Korea Investment CORP | 11,326 | $5.07M | 0.01% | −6,200−35.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 11,193 | $5.01M | 0.11% | +365+3.4% | Added |
| Nisa Investment Advisors, LLC | 11,176 | $5.00M | 0.02% | +94+0.8% | Added |
| Kornitzer Capital Management Inc | 11,144 | $4.98M | 0.10% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 11,138 | $4.98M | 0.01% | +98+0.9% | Added |
| Arizona State Retirement System | 11,091 | $4.96M | 0.03% | +93+0.8% | Added |
| Campbell & CO Investment Adviser LLC | 11,012 | $4.93M | 0.31% | +11,012 | New |
| American Century Companies Inc | 11,004 | $4.92M | 0.00% | −370−3.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 10,792 | $4.83M | 0.03% | +1,248+13.1% | Added |
| JLB & Associates Inc | 10,751 | $4.81M | 0.67% | −485−4.3% | Reduced |
| Regions Financial Corp | 10,642 | $4.76M | 0.03% | +26+0.2% | Added |
| Jensen Investment Management Inc | 10,400 | $4.65M | 0.05% | 00.0% | Unchanged |
| Parr McKnight Wealth Management Group, LLC | 10,274 | $4.60M | 0.63% | +60+0.6% | Added |
| Advisor Group Holdings, Inc. | 10,208 | $4.57M | 0.01% | −1,114−9.8% | Reduced |
| Core Alternative Capital | 10,091 | $4.51M | 1.23% | −1,403−12.2% | Reduced |
| M&T Bank Corp | 10,023 | $4.48M | 0.02% | −137−1.3% | Reduced |
| MetLife Investment Management | 9,784 | $4.38M | 0.03% | −680−6.5% | Reduced |
| Stonebridge Financial Group, LLC | 9,676 | $4.33M | 0.42% | +246+2.6% | Added |
| DekaBank Deutsche Girozentrale | 9,755 | $4.33M | 0.01% | +51+0.5% | Added |
| Handelsbanken Fonder AB | 9,651 | $4.32M | 0.02% | −400−4.0% | Reduced |
| Kovitz Investment Group Partners, LLC | 9,502 | $4.25M | 0.02% | +17+0.2% | Added |
| Fisher Asset Management, LLC | 9,313 | $4.17M | 0.00% | −684−6.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,307 | $4.16M | 0.02% | +610+7.0% | Added |
| Pathstone Holdings, LLC | 9,306 | $4.16M | 0.02% | +189+2.1% | Added |
| Czech National Bank | 9,275 | $4.15M | 0.03% | +541+6.2% | Added |
| Swiss Life Asset Management Ltd | 9,151 | $4.09M | 0.02% | +3,141+52.3% | Added |
| Commonwealth Equity Services, LLC | 9,068 | $4.06M | 0.01% | −793−8.0% | Reduced |
| US Bancorp | 9,060 | $4.05M | 0.01% | −450−4.7% | Reduced |
| Acadian Asset Management LLC | 8,947 | $4.00M | 0.01% | +8,947 | New |
| Tredje AP-fonden | 8,729 | $3.90M | 0.03% | +5,735+191.5% | Added |
| Callan Family Office, LLC | 8,710 | $3.90M | 0.12% | +7,965+1,069.1% | Added |
| Azzad Asset Management Inc | 8,706 | $3.89M | 0.42% | +3,835+78.7% | Added |