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 |
|---|---|---|---|---|---|
| Somerset Trust Co | 8,703 | $3.89M | 1.27% | −32−0.4% | Reduced |
| Birch Capital Management, LLC | 8,547 | $3.82M | 1.96% | −64−0.7% | Reduced |
| Brown Advisory Inc | 8,498 | $3.80M | 0.01% | −108−1.3% | Reduced |
| Mackenzie Financial Corp | 8,440 | $3.78M | 0.00% | +964+12.9% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 8,414 | $3.76M | 0.02% | +116+1.4% | Added |
| Storebrand Asset Management AS | 8,192 | $3.66M | 0.01% | −2,699−24.8% | Reduced |
| Retirement Systems of Alabama | 8,142 | $3.64M | 0.01% | −31−0.4% | Reduced |
| Eukles Asset Management | 8,054 | $3.60M | 1.47% | +10.0% | Added |
| Linden Thomas Advisory Services, LLC | 7,905 | $3.54M | 0.39% | −112−1.4% | Reduced |
| Amalgamated Bank | 7,892 | $3.53M | 0.03% | −81−1.0% | Reduced |
| Congress Wealth Management LLC | 7,885 | $3.53M | 0.03% | +7,885 | New |
| Capital Insight Partners, LLC | 7,861 | $3.52M | 0.61% | −1,074−12.0% | Reduced |
| Public Sector Pension Investment Board | 7,792 | $3.49M | 0.01% | −2,401−23.6% | Reduced |
| Stephens Inc | 7,697 | $3.44M | 0.05% | −881−10.3% | Reduced |
| Van Eck Associates Corp | 7,640 | $3.42M | 0.00% | −825−9.7% | Reduced |
| Perbak Capital Partners LLP | 7,461 | $3.34M | 0.75% | +6,633+801.1% | 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 |
| IFM Investors Pty Ltd | 7,276 | $3.25M | 0.03% | +311+4.5% | Added |
| DnB Asset Management AS | 7,000 | $3.13M | 0.01% | +498+7.7% | Added |
| SG Americas Securities, LLC | 6,940 | $3.10M | 0.01% | +4,174+150.9% | Added |
| Daiwa Securities Group Inc. | 6,866 | $3.07M | 0.01% | +30+0.4% | Added |
| Prospera Financial Services Inc | 6,715 | $3.00M | 0.06% | −294−4.2% | Reduced |
| Tsai Capital Corp | 6,688 | $2.99M | 2.19% | −26−0.4% | Reduced |
| Balyasny Asset Management LLC | 6,649 | $2.97M | 0.01% | +6,649 | New |
| Strong Tower Advisory Services | 6,605 | $2.95M | 0.58% | +202+3.2% | Added |
| Shell Asset Management Co | 6,354 | $2.84M | 0.10% | +3,297+107.9% | Added |
| Squarepoint Ops LLC | 6,346 | $2.84M | 0.01% | −7,113−52.8% | Reduced |
| La Banque Postale Asset Management SA | 6,303 | $2.82M | 0.04% | −2,139−25.3% | Reduced |
| Evoke Wealth, LLC | 6,246 | $2.79M | 0.07% | −68−1.1% | Reduced |
| Kensington Investment Counsel, LLC | 6,242 | $2.79M | 1.20% | −36−0.6% | Reduced |
| Intech Investment Management LLC | 6,233 | $2.79M | 0.03% | −2,171−25.8% | Reduced |
| NewEdge Wealth, LLC | 7,194 | $2.78M | 0.04% | +2,161+42.9% | Added |
| Utah Retirement Systems | 6,217 | $2.78M | 0.03% | −37−0.6% | Reduced |
| Pacer Advisors, Inc. | 6,108 | $2.73M | 0.01% | +4,165+214.4% | Added |
| Bright Rock Capital Management, LLC | 6,000 | $2.68M | 0.54% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 5,971 | $2.67M | 0.02% | −1,302−17.9% | Reduced |
| GWM Advisors LLC | 5,917 | $2.65M | 0.01% | +526+9.8% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5,879 | $2.63M | 0.34% | +681+13.1% | Added |
| We Are One Seven, LLC | 5,825 | $2.61M | 0.08% | +5,825 | New |
| Wealth Enhancement Advisory Services, LLC | 5,763 | $2.58M | 0.00% | −164−2.8% | Reduced |
| Teacher Retirement System of Texas | 5,763 | $2.58M | 0.01% | +203+3.7% | Added |
| Steward Partners Investment Advisory, LLC | 5,516 | $2.47M | 0.02% | −83−1.5% | Reduced |
| Legacy Financial Strategies, LLC | 5,513 | $2.47M | 0.48% | +5,513 | New |
| Concurrent Investment Advisors, LLC | 5,425 | $2.43M | 0.05% | +119+2.2% | Added |
| Delta Global Management LP | 5,402 | $2.42M | 0.16% | −370−6.4% | Reduced |
| UniSuper Management Pty Ltd | 5,373 | $2.40M | 0.02% | +216+4.2% | Added |
| Sterling Capital Management LLC | 5,341 | $2.39M | 0.03% | +1,133+26.9% | Added |
| J. Safra Sarasin Holding AG | 5,341 | $2.39M | 0.04% | +3,251+155.6% | Added |
| Vestmark Advisory Solutions, Inc. | 5,320 | $2.38M | 0.03% | −5,195−49.4% | Reduced |
| Virtu Financial LLC | 5,306 | $2.37M | 0.12% | +5,306 | New |
| Sanibel Captiva Trust Company, Inc. | 5,292 | $2.37M | 0.07% | −130−2.4% | Reduced |
| Cerity Partners LLC | 5,247 | $2.35M | 0.00% | +707+15.6% | Added |
| Neuberger Berman Group LLC | 5,234 | $2.34M | 0.00% | −224−4.1% | Reduced |
| Quantinno Capital Management LP | 5,223 | $2.34M | 0.01% | +442+9.2% | Added |
| Nissay Asset Management Corp | 5,176 | $2.32M | 0.01% | +137+2.7% | Added |
| New York Life Investment Management LLC | 5,152 | $2.30M | 0.02% | +74+1.5% | Added |
| Captrust Financial Advisors | 5,006 | $2.24M | 0.00% | +202+4.2% | Added |
| Stiles Financial Services Inc | 4,995 | $2.23M | 0.77% | −163−3.2% | Reduced |
| Warren Averett Asset Management, LLC | 4,975 | $2.23M | 0.02% | −135−2.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 4,966 | $2.22M | 0.11% | −320−6.1% | Reduced |
| KBC Group NV | 4,953 | $2.22M | 0.01% | −128−2.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 4,939 | $2.21M | 0.02% | +131+2.7% | Added |
| Resources Investment Advisors, LLC. | 4,893 | $2.19M | 0.02% | +1,153+30.8% | Added |
| ICW Investment Advisors LLC | 4,774 | $2.14M | 0.84% | +108+2.3% | Added |
| CIBC World Markets Corp | 4,772 | $2.13M | 0.01% | +187+4.1% | Added |
| Pinebridge Investments, L.P. | 4,759 | $2.13M | 0.02% | +4,759 | New |
| Y-Intercept (Hong Kong) Ltd | 4,753 | $2.13M | 0.05% | +3,274+221.4% | Added |
| SummitTX Capital, L.P. | 4,638 | $2.07M | 0.09% | +4,638 | New |
| Brevan Howard Capital Management LP | 4,628 | $2.07M | 0.02% | +4,628 | New |
| Naples Global Advisors, LLC | 4,527 | $2.02M | 0.17% | +259+6.1% | Added |
| Palumbo Wealth Management LLC | 4,473 | $2.00M | 0.62% | −142−3.1% | Reduced |
| Harbor Capital Advisors, Inc. | 4,444 | $1.99M | 0.08% | +89+2.0% | Added |
| Generali Asset Management SPA SGR | 4,412 | $1.97M | 0.04% | +4,412 | New |
| Mutual of America Capital Management LLC | 4,351 | $1.95M | 0.02% | −70−1.6% | Reduced |
| Cascades Capital Asset Management, LLC | 4,336 | $1.94M | 1.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,331 | $1.94M | 0.06% | −27−0.6% | Reduced |
| Cordatus Wealth Management LLC | 4,228 | $1.89M | 0.47% | +45+1.1% | Added |
| Greenleaf Trust | 4,221 | $1.89M | 0.02% | −167−3.8% | Reduced |
| Sepio Capital, LP | 4,174 | $1.87M | 0.13% | −222−5.1% | Reduced |
| Janus Henderson Group PLC | 4,168 | $1.86M | 0.00% | −48−1.1% | Reduced |
| ISAM Funds (UK) Ltd | 4,083 | $1.83M | 0.40% | +4,083 | New |
| OP Asset Management Ltd | 4,046 | $1.81M | 0.03% | +138+3.5% | Added |
| Investment Management Corp of Ontario | 4,017 | $1.80M | 0.03% | −200−4.7% | Reduced |
| LWM Advisory Services, LLC | 4,000 | $1.79M | 1.23% | 00.0% | Unchanged |
| Bank of Nova Scotia | 3,971 | $1.78M | 0.00% | −10.0% | Reduced |
| Aurora Investment Managers, LLC. | 3,880 | $1.74M | 1.05% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 3,855 | $1.72M | 0.00% | +267+7.4% | Added |
| Two Sigma Securities, LLC | 3,819 | $1.71M | 0.21% | +3,819 | New |
| Cetera Investment Advisers | 3,814 | $1.71M | 0.00% | −1,175−23.6% | Reduced |
| Candriam Luxembourg S.C.A. | 3,794 | $1.70M | 0.01% | −247−6.1% | Reduced |
| JustInvest LLC | 3,785 | $1.69M | 0.02% | +213+6.0% | Added |
| Aster Capital Management (DIFC) Ltd | 3,758 | $1.68M | 0.38% | +3,758 | New |
| Creative Planning | 3,757 | $1.68M | 0.00% | +110+3.0% | Added |
| Public Employees Retirement Association of Colorado | 3,750 | $1.68M | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 3,640 | $1.63M | 0.00% | −339−8.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 3,539 | $1.58M | 0.00% | +404+12.9% | Added |
| Omers Administration Corp | 3,510 | $1.57M | 0.01% | +2,000+132.5% | Added |
| J. W. Coons Advisors, LLC | 3,465 | $1.55M | 0.35% | +2,020+139.8% | Added |
| Nicholson Wealth Management Group, LLC | 3,444 | $1.54M | 0.95% | +73+2.2% | Added |