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 |
|---|---|---|---|---|---|
| Tocqueville Asset Management L.P. | 525 | $234.8K | 0.00% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 522 | $233.5K | 0.11% | −30−5.4% | Reduced |
| Patton Fund Management, Inc. | 518 | $231.7K | 0.05% | +518 | New |
| Citizens & Northern Corp | 510 | $228.1K | 0.06% | +67+15.1% | Added |
| Peapack Gladstone Financial Corp | 506 | $226.0K | 0.00% | +506 | New |
| Aprio Wealth Management, LLC | 504 | $225.5K | 0.03% | +504 | New |
| QSV Equity Investors LLC | 504 | $225.4K | 0.23% | +504 | New |
| CWA Asset Management Group, LLC | 503 | $225.0K | 0.01% | +503 | New |
| Arbor Investment Advisors, LLC | 500 | $223.6K | 0.03% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 500 | $223.6K | 0.03% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 500 | $223.6K | 0.00% | +35+7.5% | Added |
| Fullcircle Wealth LLC | 564 | $223.4K | 0.08% | +52+10.2% | Added |
| Guardian Wealth Advisors, LLC | 499 | $223.2K | 0.13% | +499 | New |
| M3 Advisory Group, LLC | 497 | $222.2K | 0.15% | −33−6.2% | Reduced |
| Wellington Management Group LLP | 496 | $221.8K | 0.00% | +496 | New |
| Tilia Fiduciary Partners, Inc. | 494 | $221.0K | 0.13% | 00.0% | Unchanged |
| Seeds Investor LLC | 493 | $220.3K | 0.05% | −115−18.9% | Reduced |
| Smith Shellnut Wilson LLC | 486 | $217.4K | 0.09% | 00.0% | Unchanged |
| Wealth Group, Ltd. | 484 | $216.0K | 0.21% | +484 | New |
| Icon Wealth Advisors, LLC | 481 | $215.3K | 0.02% | +71+17.3% | Added |
| Profund Advisors LLC | 478 | $213.8K | 0.01% | −52−9.8% | Reduced |
| Focus Financial Network, Inc. | 472 | $211.1K | 0.01% | +20+4.4% | Added |
| Malaga Cove Capital, LLC | 463 | $207.1K | 0.08% | +463 | New |
| Advisory Alpha, LLC | 462 | $206.7K | 0.01% | +462 | New |
| Blue Barn Wealth, LLC | 457 | $204.4K | 0.10% | +457 | New |
| Precision Wealth Strategies, LLC | 456 | $204.0K | 0.07% | −128−21.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 454 | $203.1K | 0.01% | −64−12.4% | Reduced |
| Rockland Trust Co | 454 | $203.1K | 0.01% | −57−11.2% | Reduced |
| Delta Asset Management LLC | 450 | $201.3K | 0.02% | 00.0% | Unchanged |
| Tower Bridge Advisors | 450 | $201.3K | 0.02% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 449 | $201.0K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 425 | $190.1K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 423 | $189.2K | 0.00% | +423 | New |
| IFP Advisors, Inc | 420 | $188.8K | 0.01% | +262+165.8% | Added |
| Farmers & Merchants Investments Inc | 412 | $184.3K | 0.01% | +1+0.2% | Added |
| State of Wyoming | 399 | $178.5K | 0.02% | +399 | New |
| PrairieView Partners, LLC | 400 | $178.0K | 0.02% | 00.0% | Unchanged |
| Curio Wealth, LLC | 391 | $174.9K | 0.08% | +390+39,000.0% | Added |
| Exchange Traded Concepts, LLC | 372 | $166.4K | 0.00% | −7,318−95.2% | Reduced |
| FIL Ltd | 369 | $165.0K | 0.00% | +369 | New |
| Signaturefd, LLC | 357 | $159.7K | 0.00% | +17+5.0% | Added |
| Caldwell Trust Co | 357 | $159.7K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 350 | $156.5K | 0.02% | +298+573.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 337 | $150.6K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 320 | $143.1K | 0.00% | +29+10.0% | Added |
| Hantz Financial Services, Inc. | 319 | $143.0K | 0.00% | −177−35.7% | Reduced |
| Parallel Advisors, LLC | 315 | $141.1K | 0.00% | +62+24.5% | Added |
| Versant Capital Management, Inc | 312 | $139.6K | 0.02% | −300−49.0% | Reduced |
| Globeflex Capital L P | 309 | $138.2K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 291 | $130.2K | 0.00% | −66−18.5% | Reduced |
| MCF Advisors LLC | 264 | $118.1K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 264 | $118.0K | 0.01% | +22+9.1% | Added |
| Compagnie Lombard Odier SCmA | 260 | $116.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 245 | $109.6K | 0.00% | +41+20.1% | Added |
| SBI Securities Co., Ltd. | 232 | $103.8K | 0.00% | +15+6.9% | Added |
| Addison Advisors LLC | 225 | $100.6K | 0.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 225 | $100.6K | 0.00% | +19+9.2% | Added |
| First Horizon Advisors, Inc. | 212 | $95.1K | 0.00% | −1−0.5% | Reduced |
| CX Institutional | 207 | $93.0K | 0.00% | +76+58.0% | Added |
| ORG Partners LLC | 205 | $92.7K | 0.02% | +25+13.9% | Added |
| Penserra Capital Management LLC | 208 | $92.0K | 0.00% | +23+12.4% | Added |
| Private Trust Co NA | 195 | $87.2K | 0.01% | −95−32.8% | Reduced |
| Swedbank AB | 185 | $82.7K | 0.00% | +185 | New |
| JFS Wealth Advisors, LLC | 183 | $81.9K | 0.01% | −189−50.8% | Reduced |
| Atticus Wealth Management, LLC | 180 | $80.5K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 177 | $79.2K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 174 | $77.8K | 0.00% | +154+770.0% | Added |
| Coastline Trust Co | 170 | $76.0K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 165 | $73.8K | 0.00% | −2−1.2% | Reduced |
| Skopos Labs, Inc. | 163 | $72.9K | 0.01% | +51+45.5% | Added |
| Atlantic Union Bankshares Corp | 162 | $72.5K | 0.00% | +162 | New |
| Bruce G. Allen Investments, LLC | 152 | $68.0K | 0.05% | −1−0.7% | Reduced |
| Hilltop National Bank | 150 | $67.1K | 0.02% | +150 | New |
| Rossby Financial, LCC | 146 | $65.3K | 0.02% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 140 | $62.6K | 0.04% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 138 | $61.8K | 0.00% | +51+58.6% | Added |
| ORG Wealth Partners, LLC | 131 | $59.0K | 0.01% | −1−0.8% | Reduced |
| Allworth Financial LP | 131 | $58.6K | 0.00% | −13−9.0% | Reduced |
| GeoWealth Management, LLC | 130 | $58.1K | 0.00% | +130 | New |
| CVA Family Office, LLC | 121 | $54.1K | 0.01% | +15+14.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 121 | $54.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 117 | $52.3K | 0.00% | +19+19.4% | Added |
| Kiker Wealth Management, LLC | 112 | $50.1K | 0.03% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 112 | $50.1K | 0.00% | +112 | New |
| Smartleaf Asset Management LLC | 112 | $49.6K | 0.00% | −44−28.2% | Reduced |
| Sentry Investment Management LLC | 111 | $49.0K | 0.03% | 00.0% | Unchanged |
| Trust Co | 108 | $48.3K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 105 | $47.0K | 0.00% | +51+94.4% | Added |
| Massmutual Trust Co FSB | 104 | $46.5K | 0.00% | −14−11.9% | Reduced |
| Central Trust Co | 103 | $46.1K | 0.00% | −10−8.8% | Reduced |
| Lazard Asset Management LLC | 103 | $46.0K | 0.00% | 00.0% | Unchanged |
| Onefund, LLC | 101 | $45.0K | 0.03% | +101 | New |
| Bank of Jackson Hole Trust | 97 | $43.4K | 0.02% | +2+2.1% | Added |
| Ancora Advisors, LLC | 95 | $42.5K | 0.00% | 00.0% | Unchanged |
| Generali Investments, Management Co LLC | 95 | $42.4K | 0.01% | +95 | New |
| Point72 (DIFC) Ltd | 93 | $41.7K | 0.00% | +93 | New |
| First Community Trust NA | 93 | $41.6K | 0.03% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 91 | $40.7K | 0.00% | +30+49.2% | Added |
| Washington Trust Advisors, Inc. | 91 | $40.7K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 90 | $40.3K | 0.00% | +9+11.1% | Added |