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 |
|---|---|---|---|---|---|
| Natixis | 1,647 | $736.7K | 0.00% | −129−7.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,643 | $734.9K | 0.07% | −5,503−77.0% | Reduced |
| CoreCap Advisors, LLC | 1,633 | $730.7K | 0.03% | +156+10.6% | Added |
| Cerro Pacific Wealth Advisors LLC | 1,623 | $726.1K | 0.20% | −130−7.4% | Reduced |
| Sequoia Financial Advisors, LLC | 1,623 | $725.9K | 0.00% | +546+50.7% | Added |
| E. Ohman J:or Asset Management AB | 1,604 | $717.4K | 0.02% | −200−11.1% | Reduced |
| Horizon Investments, LLC | 1,586 | $709.4K | 0.01% | +1,042+191.5% | Added |
| FourThought Financial Partners, LLC | 1,561 | $698.1K | 0.07% | +104+7.1% | Added |
| Sound Financial Strategies Group, LLC | 1,556 | $696.0K | 0.59% | +1,556 | New |
| QRG Capital Management, Inc. | 1,547 | $692.1K | 0.01% | +208+15.5% | Added |
| Oppenheimer Asset Management Inc. | 1,540 | $688.8K | 0.01% | −59−3.7% | Reduced |
| Centiva Capital, LP | 1,530 | $684.3K | 0.05% | +1,530 | New |
| Pensionmark Financial Group, LLC | 1,527 | $683.0K | 0.02% | +766+100.7% | Added |
| Anchor Capital Advisors LLC | 1,500 | $670.9K | 0.02% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 1,500 | $670.9K | 0.01% | +1,500 | New |
| Glenmede Investment Management, LP | 1,488 | $665.6K | 0.00% | +1,488 | New |
| Quadrant Capital Group LLC | 1,476 | $660.2K | 0.02% | +967+190.0% | Added |
| CIBC Private Wealth Group, LLC | 1,470 | $657.5K | 0.00% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 1,465 | $655.0K | 0.06% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 1,463 | $654.0K | 0.01% | −10,646−87.9% | Reduced |
| Fifth Third Bancorp | 1,455 | $650.8K | 0.00% | −15−1.0% | Reduced |
| Summit Trail Advisors, LLC | 1,455 | $650.8K | 0.01% | +1,455 | New |
| Bessemer Group Inc | 1,442 | $645.0K | 0.00% | +266+22.6% | Added |
| Andra AP-fonden | 1,439 | $643.6K | 0.01% | −3,861−72.8% | Reduced |
| ASR Vermogensbeheer N.V. | 1,422 | $636.0K | 0.01% | +296+26.3% | Added |
| Prudential PLC | 1,421 | $635.6K | 0.00% | −1,816−56.1% | Reduced |
| Scott Marsh Financial, LLC | 1,419 | $634.7K | 0.24% | +1,419 | New |
| Summit Financial, LLC | 1,411 | $631.3K | 0.01% | +286+25.4% | Added |
| Assenagon Asset Management S.A. | 1,408 | $629.8K | 0.00% | −257−15.4% | Reduced |
| Perpetual Ltd | 1,394 | $623.5K | 0.01% | +700+100.9% | Added |
| Global X Japan Co., Ltd. | 1,393 | $623.1K | 0.06% | +97+7.5% | Added |
| Empirical Asset Management, LLC | 1,387 | $620.4K | 0.19% | +311+28.9% | Added |
| Koshinski Asset Management, Inc. | 1,372 | $613.6K | 0.05% | +194+16.5% | Added |
| Allianz Asset Management GmbH | 1,364 | $610.1K | 0.00% | −493−26.5% | Reduced |
| Stevens Capital Management LP | 1,359 | $608.0K | 0.17% | +1,359 | New |
| Snowden Capital Advisors LLC | 1,358 | $607.4K | 0.02% | −75−5.2% | Reduced |
| Independent Advisor Alliance | 1,356 | $606.7K | 0.02% | +66+5.1% | Added |
| Sage Private Wealth Group, LLC | 1,355 | $606.4K | 0.39% | +193+16.6% | Added |
| Panagora Asset Management Inc | 1,336 | $597.6K | 0.00% | −2−0.1% | Reduced |
| CIBC World Markets Inc. | 1,332 | $595.8K | 0.00% | −4,374−76.7% | Reduced |
| Toroso Investments, LLC | 1,319 | $590.0K | 0.00% | +359+37.4% | Added |
| Gamco Investors, Inc. Et Al | 1,315 | $588.2K | 0.01% | −250−16.0% | Reduced |
| Impact Capital Partners LLC | 1,292 | $577.9K | 0.19% | −14−1.1% | Reduced |
| Dividend Assets Capital, LLC | 1,285 | $574.8K | 0.10% | 00.0% | Unchanged |
| Lido Advisors, LLC | 1,282 | $573.7K | 0.00% | −1,212−48.6% | Reduced |
| KFG Wealth Management, LLC | 1,282 | $573.2K | 0.09% | +87+7.3% | Added |
| Alliance Wealth Advisors, LLC | 1,275 | $570.3K | 0.14% | +219+20.7% | Added |
| Norden Group LLC | 1,271 | $568.5K | 0.06% | −25−1.9% | Reduced |
| Burney Co | 1,270 | $568.0K | 0.02% | −1,268−50.0% | Reduced |
| Atria Wealth Solutions, Inc. | 1,269 | $567.5K | 0.01% | −11−0.9% | Reduced |
| CWM, LLC | 1,259 | $563.0K | 0.00% | −210−14.3% | Reduced |
| Capital Investment Services of America, Inc. | 1,250 | $559.1K | 0.05% | 00.0% | Unchanged |
| Vident Advisory, LLC | 1,234 | $552.0K | 0.01% | −1,142−48.1% | Reduced |
| Scientech Research LLC | 1,227 | $548.8K | 0.13% | +1,227 | New |
| Northwestern Mutual Investment Management Company, LLC | 1,211 | $541.7K | 0.01% | +1+0.1% | Added |
| Mayflower Financial Advisors, LLC | 1,203 | $538.2K | 0.07% | +2+0.2% | Added |
| Quantum Private Wealth, LLC | 1,202 | $537.6K | 0.17% | 00.0% | Unchanged |
| Verity & Verity, LLC | 1,195 | $534.5K | 0.05% | +89+8.0% | Added |
| Mattern Wealth Management LLC | 1,195 | $534.3K | 0.11% | −31−2.5% | Reduced |
| Park Avenue Securities LLC | 1,174 | $525.0K | 0.00% | −95−7.5% | Reduced |
| Baker Tilly Wealth Management, LLC | 1,173 | $524.8K | 0.19% | −40−3.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 1,170 | $523.3K | 0.02% | +74+6.8% | Added |
| Argent Trust Co | 1,152 | $515.3K | 0.02% | +8+0.7% | Added |
| denkapparat Operations GmbH | 1,148 | $513.5K | 0.41% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 1,144 | $511.7K | 0.07% | +115+11.2% | Added |
| Nilsine Partners, LLC | 1,136 | $508.1K | 0.05% | −16−1.4% | Reduced |
| Nomura Holdings Inc | 1,129 | $505.0K | 0.00% | −2,433−68.3% | Reduced |
| D.A. Davidson & Co. | 1,119 | $500.7K | 0.00% | +1+0.1% | Added |
| HM Payson & Co | 1,116 | $499.2K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 1,113 | $497.8K | 0.10% | −4−0.4% | Reduced |
| GAMMA Investing LLC | 1,110 | $496.5K | 0.03% | +164+17.3% | Added |
| Miracle Mile Advisors, LLC | 1,108 | $495.6K | 0.01% | +34+3.2% | Added |
| Vontobel Holding Ltd. | 1,107 | $495.1K | 0.00% | −66−5.6% | Reduced |
| Stratos Wealth Partners, LTD. | 1,104 | $493.9K | 0.01% | −813−42.4% | Reduced |
| Applied Finance Capital Management, LLC | 1,104 | $493.8K | 0.03% | −8−0.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,094 | $489.3K | 0.02% | +337+44.5% | Added |
| Bryn Mawr Trust Co | 1,093 | $489.0K | 0.01% | +6+0.6% | Added |
| Avantax Advisory Services, Inc. | 1,078 | $482.1K | 0.00% | −2−0.2% | Reduced |
| Ninety One SA (PTY) Ltd | 1,068 | $477.7K | 0.08% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,058 | $473.2K | 0.01% | +60+6.0% | Added |
| Belpointe Asset Management LLC | 1,057 | $473.2K | 0.02% | +269+34.1% | Added |
| Lindenwold Advisors | 1,037 | $463.8K | 0.24% | −8−0.8% | Reduced |
| Diversify Advisory Services, LLC | 1,246 | $462.0K | 0.02% | +1,246 | New |
| LMCG Investments, LLC | 1,032 | $461.6K | 0.03% | −24−2.3% | Reduced |
| Wesbanco Bank Inc | 1,029 | $460.3K | 0.01% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 1,027 | $459.4K | 0.00% | −400−28.0% | Reduced |
| Dock Street Asset Management Inc | 1,021 | $456.7K | 0.04% | −1,356−57.0% | Reduced |
| Ashton Thomas Securities, LLC | 1,014 | $453.5K | 0.11% | −9−0.9% | Reduced |
| Birch Hill Investment Advisors LLC | 1,012 | $452.6K | 0.02% | −86−7.8% | Reduced |
| Apollon Wealth Management, LLC | 990 | $442.8K | 0.01% | −94−8.7% | Reduced |
| Provident Investment Management, Inc. | 989 | $442.4K | 0.04% | −94−8.7% | Reduced |
| Meeder Advisory Services, Inc. | 989 | $442.3K | 0.02% | +47+5.0% | Added |
| Hurlow Wealth Management Group, Inc. | 988 | $441.9K | 0.12% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 982 | $441.2K | 0.05% | −2,522−72.0% | Reduced |
| Empirical Finance, LLC | 982 | $439.2K | 0.02% | +11+1.1% | Added |
| Silver Lake Advisory, LLC | 981 | $439.0K | 0.19% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 978 | $437.4K | 0.01% | 00.0% | Unchanged |
| Andina Capital Management, LLC | 965 | $431.8K | 0.30% | +58+6.4% | Added |
| Apeiron RIA LLC | 962 | $430.2K | 0.11% | +17+1.8% | Added |
| Mutual Advisors, LLC | 1,019 | $427.3K | 0.01% | +103+11.2% | Added |