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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.

Institutional holdersQ2 2025: 837 institutions
Q1 2021: 577 institutionsQ2 2021: 595 institutionsQ3 2021: 621 institutionsQ4 2021: 695 institutionsQ1 2022: 704 institutionsQ2 2022: 693 institutionsQ3 2022: 692 institutionsQ4 2022: 743 institutionsQ1 2023: 723 institutionsQ2 2023: 737 institutionsQ3 2023: 733 institutionsQ4 2023: 775 institutionsQ1 2024: 782 institutionsQ2 2024: 807 institutionsQ3 2024: 833 institutionsQ4 2024: 847 institutionsQ1 2025: 828 institutionsQ2 2025: 837 institutionsQ3 2025: 775 institutionsQ4 2025: 798 institutionsQ1 2026: 726 institutionsQ2 2026: 767 institutions
Value heldQ2 2025: $15.9B
Q1 2021: $10.3BQ2 2021: $11.1BQ3 2021: $13.1BQ4 2021: $16.5BQ1 2022: $14.8BQ2 2022: $13.0BQ3 2022: $13.8BQ4 2022: $13.5BQ1 2023: $14.0BQ2 2023: $13.7BQ3 2023: $15.2BQ4 2023: $16.5BQ1 2024: $15.9BQ2 2024: $14.6BQ3 2024: $16.5BQ4 2024: $17.2BQ1 2025: $16.2BQ2 2025: $15.9BQ3 2025: $10.6BQ4 2025: $10.6BQ1 2026: $8.21BQ2 2026: $9.22B
Institutions holding FDS and their total value by quarter
QuarterHoldersValue
Q2 2026767$9.22B
Q1 2026726$8.21B
Q4 2025798$10.6B
Q3 2025775$10.6B
Q2 2025837$15.9B
Q1 2025828$16.2B
Q4 2024847$17.2B
Q3 2024833$16.5B
Q2 2024807$14.6B
Q1 2024782$15.9B
Q4 2023775$16.5B
Q3 2023733$15.2B
Q2 2023737$13.7B
Q1 2023723$14.0B
Q4 2022743$13.5B
Q3 2022692$13.8B
Q2 2022693$13.0B
Q1 2022704$14.8B
Q4 2021695$16.5B
Q3 2021621$13.1B
Q2 2021595$11.1B
Q1 2021577$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.

Institutions holding FDS in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Cullen/Frost Bankers, Inc.88$39.4K0.00%+86+4,300.0%Added
DT Investment Partners, LLC80$35.8K0.00%00.0%Unchanged
WPG Advisers, LLC80$35.8K0.03%−11−12.1%Reduced
Private Wealth Asset Management, LLC79$35.4K0.00%−245−75.6%Reduced
Hartford Financial Management Inc.75$33.5K0.01%00.0%Unchanged
Covestor Ltd73$32.0K0.02%−42−36.5%Reduced
Plante Moran Financial Advisors, LLC70$31.3K0.00%00.0%Unchanged
Spire Wealth Management66$29.5K0.00%−793−92.3%Reduced
Ogorek Anthony Joseph65$29.0K0.01%00.0%Unchanged
Rosenberg Matthew Hamilton64$28.5K0.01%00.0%Unchanged
Smithfield Trust Co62$27.0K0.00%00.0%Unchanged
Motco67$27.0K0.00%00.0%Unchanged
Hemington Wealth Management58$25.0K0.00%+5+9.4%Added
CarsonAllaria Wealth Management, Ltd.55$24.6K0.01%−6−9.8%Reduced
Zions Bancorporation, National Association53$23.7K0.00%+2+3.9%Added
TD Waterhouse Canada Inc.52$23.4K0.00%00.0%Unchanged
Umb Bank N A52$23.3K0.00%+9+20.9%Added
NVWM, LLC51$22.8K0.01%00.0%Unchanged
Crews Bank & Trust51$22.8K0.00%00.0%Unchanged
Colonial Trust Co51$22.8K0.00%+6+13.3%Added
Beacon Capital Management, LLC50$22.5K0.00%+6+13.6%Added
First United Bank Trust50$22.4K0.01%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC50$22.4K0.01%+30+150.0%Added
Alpine Bank Wealth Management49$21.9K0.00%00.0%Unchanged
Opal Wealth Advisors, LLC47$21.0K0.01%+47New
South State Corp.46$20.6K0.00%−14−23.3%Reduced
Whipplewood Advisors, LLC46$20.6K0.01%−22−32.4%Reduced
Cheviot Value Management, LLC51$19.5K0.00%00.0%Unchanged
Western Pacific Wealth Management, LP42$18.8K0.02%00.0%Unchanged
MV Capital Management, Inc.41$18.3K0.00%−1−2.4%Reduced
Centerpoint Advisors, LLC41$18.0K0.01%+4+10.8%Added
Caitong International Asset Management Co., Ltd39$17.4K0.01%−47−54.7%Reduced
TD Private Client Wealth LLC38$17.0K0.00%−1−2.6%Reduced
Park Place Capital Corp36$16.2K0.00%00.0%Unchanged
McIlrath & Eck, LLC33$14.8K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC32$14.3K0.00%00.0%Unchanged
MTM Investment Management, LLC32$14.3K0.00%+32New
Wood Tarver Financial Group, LLC32$14.0K0.00%00.0%Unchanged
Key Financial Inc30$13.4K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd29$13.0K0.01%00.0%Unchanged
Piscataqua Savings Bank29$13.0K0.01%00.0%Unchanged
West Branch Capital LLC28$12.5K0.00%00.0%Unchanged
S&T Bank27$12.1K0.00%00.0%Unchanged
Mount Yale Investment Advisors, LLC27$12.1K0.00%+27New
GW&K Investment Management, LLC27$12.0K0.00%+2+8.0%Added
Anchor Investment Management, LLC26$11.6K0.00%00.0%Unchanged
Dogwood Wealth Management LLC26$11.6K0.01%+26New
TD Capital Management LLC25$11.2K0.00%00.0%Unchanged
Tortoise Investment Management, LLC25$11.2K0.00%+3+13.6%Added
Darwin Advisors, LLC24$10.8K0.00%00.0%Unchanged
Asset Dedication, LLC24$10.7K0.00%00.0%Unchanged
Marshall & Sterling Wealth Advisors Inc.24$10.7K0.01%00.0%Unchanged
Bayforest Capital Ltd22$9.84K0.00%+22New
Archer Investment Corp21$9.42K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC21$9.40K0.01%+3+16.7%Added
Johnson Financial Group, Inc.20$8.95K0.00%+20New
Ameriflex Group, Inc.19$8.30K0.00%00.0%Unchanged
Sound Income Strategies, LLC18$8.16K0.00%−27−60.0%Reduced
Strategic Wealth Partners, Ltd.18$8.12K0.00%+18New
Edmond de Rothschild Holding S.A.18$8.05K0.00%00.0%Unchanged
First PREMIER Bank15$7.00K0.00%00.0%Unchanged
Keener Financial Planning LLC17$7.00K0.00%00.0%Unchanged
Alerus Financial NA15$6.71K0.00%+15New
Creative Financial Designs Inc14$6.26K0.00%−9−39.1%Reduced
Centennial Bank13$5.82K0.00%00.0%Unchanged
Ameritas Advisory Services, LLC13$5.82K0.00%+13New
Kestra Investment Management, LLC12$5.41K0.00%+6+100.0%Added
Park Square Financial Group, LLC12$5.37K0.00%00.0%Unchanged
Country Trust Bank12$5.37K0.00%+2+20.0%Added
Harbour Investments, Inc.12$5.37K0.00%+3+33.3%Added
LRI Investments, LLC11$5.01K0.00%−3−21.4%Reduced
Golden State Wealth Management, LLC11$4.92K0.00%00.0%Unchanged
GFG Capital, LLC11$4.92K0.00%+11New
Creative Capital Management Investments LLC11$4.92K0.00%+11New
Winch Advisory Services, LLC10$4.61K0.00%00.0%Unchanged
Twin Peaks Wealth Advisors, LLC12$4.45K0.00%+12New
GoalVest Advisory LLC9$4.03K0.00%−18−66.7%Reduced
Activest Wealth Management9$4.03K0.00%+9New
Fortitude Family Office, LLC9$4.03K0.00%+9New
Montag A & Associates Inc8$3.58K0.00%00.0%Unchanged
Toth Financial Advisory Corp8$3.58K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC8$3.58K0.00%00.0%Unchanged
Howard Hughes Medical Institute8$3.58K0.00%+8New
Newbridge Financial Services Group, Inc.7$3.18K0.00%00.0%Unchanged
Pineridge Advisors LLC7$3.16K0.00%00.0%Unchanged
Grove Bank & Trust7$3.13K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC7$3.13K0.00%00.0%Unchanged
City State Bank7$3.13K0.00%00.0%Unchanged
NBC Securities, Inc.8$3.00K0.00%00.0%Unchanged
Burkett Financial Services, LLC6$2.70K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc6$2.68K0.00%00.0%Unchanged
Bell Investment Advisors, Inc6$2.68K0.00%00.0%Unchanged
Aspect Partners, LLC6$2.68K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.6$2.68K0.00%00.0%Unchanged
YANKCOM Partnership6$2.68K0.00%+6New
Raffa Wealth Management, LLC5$2.24K0.00%00.0%Unchanged
Sierra Ocean, LLC5$2.24K0.00%00.0%Unchanged
Valley National Advisers Inc6$2.00K0.00%00.0%Unchanged
Sachetta, LLC4$1.79K0.00%+4New
Highline Wealth Partners LLC4$1.79K0.00%−4−50.0%Reduced