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 |
|---|---|---|---|---|---|
| First Financial Bank - Trust Division | 953 | $426.3K | 0.04% | −40−4.0% | Reduced |
| DRW Securities, LLC | 948 | $424.0K | 0.03% | +948 | New |
| D. E. Shaw & Co., Inc. | 946 | $423.1K | 0.00% | 00.0% | Unchanged |
| National Philanthropic Trust | 945 | $422.7K | 0.01% | +5+0.5% | Added |
| Cresset Asset Management, LLC | 939 | $420.0K | 0.00% | −104−10.0% | Reduced |
| Ci Investments Inc. | 928 | $415.0K | 0.00% | −17−1.8% | Reduced |
| Conestoga Capital Advisors, LLC | 922 | $412.4K | 0.01% | −515−35.8% | Reduced |
| Financial Advocates Investment Management | 921 | $412.0K | 0.03% | −159−14.7% | Reduced |
| Daymark Wealth Partners, LLC | 917 | $409.9K | 0.02% | −40−4.2% | Reduced |
| Lafayette Investments, Inc. | 911 | $407.5K | 0.08% | +65+7.7% | Added |
| STRS Ohio | 908 | $406.1K | 0.00% | +908 | New |
| Roberts Glore & Co Inc | 897 | $401.2K | 0.12% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 883 | $395.0K | 0.02% | −72−7.5% | Reduced |
| Outlook Wealth Advisors, LLC | 877 | $392.3K | 0.10% | −14−1.6% | Reduced |
| MAI Capital Management | 873 | $390.4K | 0.00% | +37+4.4% | Added |
| Alhambra Investment Partners LLC | 870 | $389.1K | 0.19% | 00.0% | Unchanged |
| Larson Financial Group LLC | 866 | $387.5K | 0.02% | +83+10.6% | Added |
| Harbor Investment Advisory, LLC | 864 | $386.4K | 0.03% | −6−0.7% | Reduced |
| Beacon Investment Advisory Services, Inc. | 864 | $386.4K | 0.02% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 853 | $381.7K | 0.02% | +89+11.6% | Added |
| Legacy Financial Advisors, Inc. | 850 | $380.3K | 0.06% | −10−1.2% | Reduced |
| Natural Investments, LLC | 850 | $380.0K | 0.10% | +92+12.1% | Added |
| Main Street Financial Solutions, LLC | 844 | $377.5K | 0.03% | +1+0.1% | Added |
| MUFG Securities Americas Inc. | 841 | $376.2K | 0.03% | +168+25.0% | Added |
| Alps Advisors Inc | 832 | $372.1K | 0.00% | +10+1.2% | Added |
| Revisor Wealth Management LLC | 826 | $371.9K | 0.13% | +141+20.6% | Added |
| Advisors Preferred, LLC | 825 | $371.5K | 0.06% | −728−46.9% | Reduced |
| Security Financial Services, INC. | 828 | $370.3K | 0.07% | +162+24.3% | Added |
| S-Bank Fund Management Ltd | 801 | $358.3K | 0.05% | −63−7.3% | Reduced |
| Savvy Advisors, Inc. | 801 | $358.3K | 0.02% | +142+21.5% | Added |
| Westerkirk Capital Inc. | 791 | $353.8K | 0.04% | +791 | New |
| Douglass Winthrop Advisors, LLC | 775 | $346.6K | 0.01% | −196−20.2% | Reduced |
| Aureus Asset Management, LLC | 775 | $346.6K | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 765 | $342.0K | 0.00% | −81−9.6% | Reduced |
| Curated Wealth Partners LLC | 763 | $341.3K | 0.04% | +9+1.2% | Added |
| Strategy Asset Managers LLC | 760 | $340.0K | 0.06% | −30−3.8% | Reduced |
| Clear Harbor Asset Management, LLC | 760 | $339.9K | 0.03% | +230+43.4% | Added |
| Wedmont Private Capital | 739 | $330.9K | 0.01% | +739 | New |
| Leavell Investment Management, Inc. | 728 | $325.6K | 0.01% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 716 | $320.3K | 0.00% | −35−4.7% | Reduced |
| Wedbush Securities Inc | 716 | $320.0K | 0.01% | 00.0% | Unchanged |
| Apella Capital, LLC | 708 | $317.1K | 0.01% | +8+1.1% | Added |
| Parsons Capital Management Inc | 700 | $313.1K | 0.02% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 699 | $312.8K | 0.02% | −3−0.4% | Reduced |
| Vestcor Inc | 698 | $312.0K | 0.01% | −6−0.9% | Reduced |
| Camden Capital, LLC | 697 | $311.6K | 0.03% | −4−0.6% | Reduced |
| Brady Family Wealth, LLC | 696 | $311.3K | 0.10% | −6−0.9% | Reduced |
| Atlas Legacy Advisors, LLC | 691 | $309.1K | 0.07% | −229−24.9% | Reduced |
| Moneta Group Investment Advisors LLC | 690 | $308.6K | 0.00% | +8+1.2% | Added |
| Fifth Third Wealth Advisors LLC | 680 | $304.1K | 0.01% | −18−2.6% | Reduced |
| Fort Washington Investment Advisors Inc | 672 | $300.6K | 0.00% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 670 | $299.7K | 0.06% | 00.0% | Unchanged |
| Synovus Financial Corp | 668 | $298.8K | 0.00% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 668 | $298.8K | 0.01% | +49+7.9% | Added |
| Wetherby Asset Management Inc | 667 | $298.3K | 0.01% | +667 | New |
| Meridian Wealth Management, LLC | 665 | $297.6K | 0.01% | −35−5.0% | Reduced |
| Forum Financial Management, LP | 657 | $294.1K | 0.00% | +42+6.8% | Added |
| Williams Jones Wealth Management, LLC. | 649 | $290.3K | 0.00% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 644 | $288.0K | 0.02% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 643 | $287.6K | 0.10% | +123+23.7% | Added |
| Seelaus Asset Management LLC | 640 | $286.3K | 0.25% | 00.0% | Unchanged |
| Stokes Capital Advisors, LLC | 639 | $285.8K | 0.07% | 00.0% | Unchanged |
| Moment Partners, LLC | 635 | $284.0K | 0.05% | +21+3.4% | Added |
| Eqis Capital Management, Inc. | 629 | $281.3K | 0.02% | −35−5.3% | Reduced |
| Creekmur Asset Management LLC | 627 | $280.6K | 0.05% | +147+30.6% | Added |
| Ritholtz Wealth Management | 627 | $280.5K | 0.01% | +627 | New |
| Bennett Selby Investments LP | 623 | $278.8K | 0.10% | +1+0.2% | Added |
| Siemens Fonds Invest GmbH | 620 | $277.3K | 0.02% | +88+16.5% | Added |
| Canada Post Corp Registered Pension Plan | 620 | $277.3K | 0.02% | +620 | New |
| Bradley Foster & Sargent Inc | 618 | $276.4K | 0.00% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 617 | $276.0K | 0.02% | +16+2.7% | Added |
| Pine Haven Investment Counsel, Inc | 615 | $275.1K | 0.22% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 614 | $274.6K | 0.01% | −18−2.8% | Reduced |
| HBK Sorce Advisory LLC | 613 | $274.2K | 0.01% | −13−2.1% | Reduced |
| National Pension Service | 603 | $269.7K | 0.00% | +466+340.1% | Added |
| Checchi Capital Advisers, LLC | 601 | $268.8K | 0.02% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 595 | $266.2K | 0.01% | −62−9.4% | Reduced |
| Clear Street Markets LLC | 591 | $264.3K | 0.09% | +591 | New |
| MBB Public Markets I LLC | 586 | $262.1K | 0.03% | −134−18.6% | Reduced |
| VestGen Advisors, LLC | 583 | $261.0K | 0.01% | −8−1.4% | Reduced |
| Savant Capital, LLC | 578 | $258.6K | 0.00% | +91+18.7% | Added |
| Hall Laurie J Trustee | 575 | $257.2K | 0.09% | 00.0% | Unchanged |
| AMG National Trust Bank | 575 | $257.2K | 0.01% | 00.0% | Unchanged |
| Martin Investment Management, LLC | 575 | $257.2K | 0.07% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 575 | $257.0K | 0.08% | +575 | New |
| AdvisorNet Financial, Inc | 569 | $254.5K | 0.02% | −11−1.9% | Reduced |
| Everpar Advisors LLC | 567 | $253.6K | 0.12% | +70+14.1% | Added |
| Shepherd Financial Partners LLC | 567 | $253.5K | 0.03% | −120−17.5% | Reduced |
| Mizuho Markets Americas LLC | 561 | $250.9K | 0.01% | −2,287−80.3% | Reduced |
| Farther Finance Advisors, LLC | 549 | $245.6K | 0.00% | +96+21.2% | Added |
| Glenview Trust Co | 542 | $242.4K | 0.00% | +1+0.2% | Added |
| Bouchey Financial Group Ltd | 537 | $240.2K | 0.02% | −10−1.8% | Reduced |
| Dumont & Blake Investment Advisors LLC | 536 | $239.8K | 0.06% | −23−4.1% | Reduced |
| MONECO Advisors, LLC | 536 | $239.7K | 0.02% | −18−3.2% | Reduced |
| Intrust Bank NA | 535 | $239.3K | 0.02% | −50−8.5% | Reduced |
| PFG Investments, LLC | 534 | $238.8K | 0.01% | 00.0% | Unchanged |
| Claret Asset Management Corp | 532 | $238.0K | 0.03% | +35+7.0% | Added |
| Keybank National Association | 532 | $238.0K | 0.00% | +5+0.9% | Added |
| Aptus Capital Advisors, LLC | 528 | $236.1K | 0.00% | −10−1.9% | Reduced |
| NEOS Investment Management LLC | 526 | $235.3K | 0.00% | 00.0% | Unchanged |