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 |
|---|---|---|---|---|---|
| Venturi Wealth Management, LLC | 3,416 | $1.53M | 0.08% | −334−8.9% | Reduced |
| Moore Capital Management, LP | 3,382 | $1.51M | 0.03% | +3,382 | New |
| Allspring Global Investments Holdings, LLC | 3,356 | $1.51M | 0.00% | −16−0.5% | Reduced |
| Jump Financial, LLC | 3,377 | $1.51M | 0.02% | −2,679−44.2% | Reduced |
| Eads & Heald Wealth Management | 3,336 | $1.49M | 0.74% | −27−0.8% | Reduced |
| Taylor Frigon Capital Management LLC | 3,333 | $1.49M | 0.79% | −52−1.5% | Reduced |
| Impax Asset Management Group plc | 3,283 | $1.47M | 0.01% | +3,283 | New |
| Oregon Public Employees Retirement Fund | 3,258 | $1.46M | 0.03% | 00.0% | Unchanged |
| Logan Capital Management Inc | 3,257 | $1.46M | 0.07% | −14−0.4% | Reduced |
| Pacific Point Advisors, LLC | 3,237 | $1.45M | 0.78% | +195+6.4% | Added |
| Gen-Wealth Partners Inc | 3,222 | $1.44M | 0.56% | +190+6.3% | Added |
| Quest Partners LLC | 3,221 | $1.44M | 0.14% | −1,032−24.3% | Reduced |
| Susquehanna Fundamental Investments, LLC | 3,200 | $1.43M | 0.04% | −5,583−63.6% | Reduced |
| Macquarie Group Ltd | 3,193 | $1.43M | 0.00% | −216,593−98.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 3,180 | $1.42M | 0.12% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,108 | $1.39M | 0.00% | +74+2.4% | Added |
| Avanza Fonder AB | 3,084 | $1.38M | 0.04% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 3,040 | $1.36M | 0.04% | −161−5.0% | Reduced |
| Integrated Investment Consultants, LLC | 3,023 | $1.35M | 0.27% | −33−1.1% | Reduced |
| Wealthfront Advisers LLC | 2,962 | $1.32M | 0.00% | +282+10.5% | Added |
| Kesler, Norman & Wride, LLC | 2,958 | $1.32M | 0.23% | −35−1.2% | Reduced |
| Spinnaker Trust | 2,922 | $1.31M | 0.08% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 2,892 | $1.29M | 0.01% | +63+2.2% | Added |
| New Age Alpha Advisors, LLC | 2,786 | $1.25M | 0.05% | −1,949−41.2% | Reduced |
| Marshall Financial Group LLC | 2,780 | $1.25M | 0.24% | +69+2.5% | Added |
| Palisade Asset Management, LLC | 2,755 | $1.23M | 0.12% | +410+17.5% | Added |
| Keeler Thomas Management LLC | 2,748 | $1.23M | 0.53% | +2,748 | New |
| Arkadios Wealth Advisors | 2,714 | $1.21M | 0.04% | +142+5.5% | Added |
| Kingsview Wealth Management, LLC | 2,659 | $1.19M | 0.02% | −46−1.7% | Reduced |
| Ossiam | 2,650 | $1.19M | 0.01% | −145−5.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 2,648 | $1.18M | 0.01% | −13,210−83.3% | Reduced |
| Mission Wealth Management, LP | 2,633 | $1.18M | 0.03% | −115−4.2% | Reduced |
| Mizuho Securities USA LLC | 2,628 | $1.18M | 0.03% | +2,628 | New |
| McDonald Partners LLC | 2,589 | $1.17M | 0.28% | +71+2.8% | Added |
| Point72 Hong Kong Ltd | 2,621 | $1.17M | 0.08% | +2,621 | New |
| Ethic Inc. | 2,605 | $1.15M | 0.02% | +64+2.5% | Added |
| ExodusPoint Capital Management, LP | 2,567 | $1.15M | 0.01% | −14,605−85.1% | Reduced |
| Knollwood Investment Advisory, LLC | 2,550 | $1.14M | 0.11% | 00.0% | Unchanged |
| MML Investors Services, LLC | 2,507 | $1.12M | 0.00% | −3−0.1% | Reduced |
| Amiral Gestion | 2,500 | $1.12M | 0.48% | +1,500+150.0% | Added |
| Polar Asset Management Partners Inc. | 2,500 | $1.12M | 0.03% | +2,500 | New |
| Portside Wealth Group, LLC | 2,489 | $1.11M | 0.16% | +91+3.8% | Added |
| Henshaw Capital LLC | 2,487 | $1.11M | 0.04% | +6+0.2% | Added |
| Mercer Global Advisors Inc | 2,456 | $1.10M | 0.00% | +94+4.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 2,432 | $1.09M | 0.00% | +162+7.1% | Added |
| Radnor Capital Management, LLC | 2,410 | $1.08M | 0.17% | 00.0% | Unchanged |
| Versor Investments LP | 2,401 | $1.07M | 0.19% | +2,401 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,414 | $1.07M | 0.01% | −1,223−33.6% | Reduced |
| Connable Office Inc | 2,390 | $1.07M | 0.11% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 2,373 | $1.06M | 0.01% | −173−6.8% | Reduced |
| Profit Investment Management, LLC | 2,349 | $1.05M | 0.95% | 00.0% | Unchanged |
| Klein Pavlis & Peasley Financial, Inc. | 2,340 | $1.05M | 0.70% | +403+20.8% | Added |
| Blair William & Co | 2,315 | $1.04M | 0.00% | +20+0.9% | Added |
| Bullock Wealth Management Group | 2,287 | $1.03M | 0.55% | −24−1.0% | Reduced |
| Hartford Investment Management Co | 2,300 | $1.03M | 0.03% | −19−0.8% | Reduced |
| Jane Street Group, LLC | 2,300 | $1.03M | 0.00% | +2,300 | New |
| Kestra Private Wealth Services, LLC | 2,281 | $1.02M | 0.01% | +220+10.7% | Added |
| Tower Research Capital LLC (TRC) | 2,262 | $1.01M | 0.03% | +505+28.7% | Added |
| Colony Group, LLC | 2,250 | $1.01M | 0.00% | −119−5.0% | Reduced |
| Jain Global LLC | 2,250 | $1.01M | 0.02% | +2,250 | New |
| Institute for Wealth Management, LLC. | 2,246 | $1.00M | 0.11% | −9−0.4% | Reduced |
| Gibbs Wealth Management | 2,228 | $996.6K | 0.19% | +375+20.2% | Added |
| D.B. Root & Company, LLC | 2,163 | $967.5K | 0.29% | −55−2.5% | Reduced |
| Benjamin Edwards Inc | 2,144 | $959.2K | 0.01% | +146+7.3% | Added |
| Private Advisor Group, LLC | 2,099 | $938.8K | 0.01% | +166+8.6% | Added |
| Securian Asset Management, Inc | 2,088 | $933.9K | 0.03% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 2,076 | $928.0K | 0.03% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 2,070 | $925.9K | 0.41% | +104+5.3% | Added |
| Texas Yale Capital Corp. | 2,052 | $917.8K | 0.03% | −380−15.6% | Reduced |
| Davenport & Co LLC | 2,030 | $908.0K | 0.01% | −12−0.6% | Reduced |
| Novem Group | 2,024 | $905.3K | 0.11% | −255−11.2% | Reduced |
| Kinneret Advisory, LLC | 2,010 | $899.0K | 0.08% | −4−0.2% | Reduced |
| Jones Financial Companies LLLP | 2,032 | $897.2K | 0.00% | +3+0.1% | Added |
| Louisiana State Employees Retirement System | 2,000 | $894.6K | 0.02% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 1,992 | $891.0K | 0.09% | −16,358−89.1% | Reduced |
| Manchester Capital Management LLC | 1,984 | $887.4K | 0.12% | −108−5.2% | Reduced |
| Trail Ridge Investment Advisors, LLC | 2,200 | $886.4K | 0.43% | 00.0% | Unchanged |
| Norinchukin Bank, The | 1,980 | $885.6K | 0.01% | +61+3.2% | Added |
| Advisory Services Network, LLC | 2,197 | $885.2K | 0.01% | −46−2.1% | Reduced |
| Valmark Advisers, Inc. | 1,970 | $881.1K | 0.01% | +26+1.3% | Added |
| Integrated Wealth Concepts LLC | 1,967 | $879.8K | 0.01% | +18+0.9% | Added |
| Argent Capital Management LLC | 1,955 | $874.4K | 0.03% | 00.0% | Unchanged |
| Diversified Trust Co | 1,952 | $873.1K | 0.02% | −4−0.2% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 1,944 | $869.5K | 0.55% | −414−17.6% | Reduced |
| Merit Financial Group, LLC | 1,913 | $855.6K | 0.01% | +809+73.3% | Added |
| Axxcess Wealth Management, LLC | 1,906 | $852.3K | 0.02% | −509−21.1% | Reduced |
| Schroder Investment Management Group | 1,905 | $852.1K | 0.00% | −305−13.8% | Reduced |
| Promus Capital, LLC | 1,902 | $850.6K | 0.55% | +368+24.0% | Added |
| Ostrum Asset Management | 1,879 | $840.4K | 0.04% | −53−2.7% | Reduced |
| Formidable Asset Management, LLC | 1,839 | $836.3K | 0.14% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 1,800 | $805.0K | 0.03% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 1,809 | $798.0K | 0.11% | +48+2.7% | Added |
| Maryland State Retirement & Pension System | 1,778 | $795.3K | 0.02% | 00.0% | Unchanged |
| Fieldview Capital Management, LLC | 1,773 | $793.0K | 0.12% | +1,773 | New |
| Chicago Capital, LLC | 1,771 | $792.1K | 0.02% | 00.0% | Unchanged |
| Verition Fund Management LLC | 1,739 | $777.8K | 0.00% | +343+24.6% | Added |
| Empowered Funds, LLC | 1,734 | $775.6K | 0.01% | +762+78.4% | Added |
| Coldstream Capital Management Inc | 1,693 | $757.4K | 0.01% | −103−5.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 1,685 | $753.7K | 0.01% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 1,653 | $739.4K | 0.19% | +1,653 | New |