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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
Cromwell Holdings LLC4$1.79K0.00%00.0%Unchanged
Granite FO LLC4$1.79K0.00%00.0%Unchanged
Financial Management Professionals, Inc.4$1.79K0.00%+4New
Binnacle Investments Inc4$1.79K0.00%+4New
Dunhill Financial, LLC3$1.43K0.00%−6−66.7%Reduced
SJS Investment Consulting Inc.3$1.34K0.00%−67−95.7%Reduced
Wolff Wiese Magana LLC3$1.34K0.00%−1−25.0%Reduced
Tobam3$1.00K0.00%00.0%Unchanged
NewSquare Capital LLC2$8950.00%−8−80.0%Reduced
MJT & Associates Financial Advisory Group, Inc.2$8950.00%00.0%Unchanged
Bokf, NA2$8950.00%00.0%Unchanged
Rise Advisors, LLC2$8950.00%00.0%Unchanged
Clark Wealth Partners2$8950.00%00.0%Unchanged
UMA Financial Services, Inc.2$8950.00%+1+100.0%Added
Parkworth Wealth Management, Inc.2$8950.00%+1+100.0%Added
HFM Investment Advisors, LLC2$8950.00%+1+100.0%Added
Rothschild Investment LLC2$8950.00%+2New
Principia Wealth Advisory, LLC2$8950.00%+2New
Bay Harbor Wealth Management, LLC2$8940.00%+1+100.0%Added
Hughes Financial Services, LLC2$7840.00%+2New
TFC Financial Management1$4480.00%00.0%Unchanged
True Wealth Design, LLC1$4480.00%00.0%Unchanged
WealthTrak Capital Management LLC1$4480.00%00.0%Unchanged
Quaker Wealth Management, LLC1$4480.00%+1New
Stephens Consulting, LLC1$4480.00%+1New
Rialto Wealth Management, LLC1$4480.00%+1New
Kilter Group LLC1$4480.00%+1New
Leonteq Securities AG1$4470.00%−994−99.9%Reduced
WestEnd Advisors, LLC1$4470.00%00.0%Unchanged
Bare Financial Services, Inc1$4470.00%00.0%Unchanged
Transce3nd, LLC1$4470.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC1$4470.00%+1New
CBIZ Investment Advisory Services, LLC1$4470.00%+1New
Rakuten Securities, Inc.1$4470.00%+1New
Transamerica Financial Advisors, Inc.1$3970.00%00.0%Unchanged
Cornerstone Planning Group LLC1$3880.00%00.0%Unchanged
Y.D. More Investments Ltd35$460.00%−17−32.7%Reduced
Woodline Partners LP0$00.00%−37,891−100.0%Sold out
Prana Capital Management, LP0$00.00%−27,458−100.0%Sold out
Freestone Grove Partners LP0$00.00%−26,428−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−16,007−100.0%Sold out
Beck Bode, LLC0$00.00%−13,740−100.0%Sold out
Corebridge Financial, Inc.0$00.00%−9,127−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−8,900−100.0%Sold out
Sciencast Management LP0$00.00%−7,737−100.0%Sold out
Alberta Investment Management Corp0$00.00%−6,800−100.0%Sold out
FORA Capital, LLC0$00.00%−5,746−100.0%Sold out
Accurate Wealth Management, LLC0$00.00%−6,020−100.0%Sold out
XTX Topco Ltd0$00.00%−4,769−100.0%Sold out
Ofi Invest Asset Management0$00.00%−3,741−100.0%Sold out
Achmea Investment Management B.V.0$00.00%−3,152−100.0%Sold out
Dai-Ichi Life Insurance Company, Ltd0$00.00%−2,998−100.0%Sold out
Dakota Wealth Management0$00.00%−2,544−100.0%Sold out
Legacy Advisors, LLC0$00.00%−2,463−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−2,058−100.0%Sold out
Allstate Corp0$00.00%−2,026−100.0%Sold out
Board of the Pension Protection Fund0$00.00%−1,700−100.0%Sold out
Congress Asset Management Co0$00.00%−1,691−100.0%Sold out
PGGM Investments0$00.00%−1,444−100.0%Sold out
Central Pacific Bank - Trust Division0$00.00%−1,444−100.0%Sold out
McElhenny Sheffield Capital Management, LLC0$00.00%−1,090−100.0%Sold out
Aspen Grove Capital, LLC0$00.00%−1,046−100.0%Sold out
Wallace Advisory Group, LLC0$00.00%−885−100.0%Sold out
Numerai GP LLC0$00.00%−908−100.0%Sold out
TruNorth Capital Management, LLC0$00.00%−900−100.0%Sold out
Signal Advisors Wealth, LLC0$00.00%−873−100.0%Sold out
United Services Automobile Association0$00.00%−878−100.0%Sold out
West Coast Financial LLC0$00.00%−819−100.0%Sold out
Crossmark Global Holdings, Inc.0$00.00%−809−100.0%Sold out
Counterpoint Mutual Funds LLC0$00.00%−797−100.0%Sold out
Axq Capital, LP0$00.00%−788−100.0%Sold out
Haverford Trust Co0$00.00%−772−100.0%Sold out
Walleye Trading LLC0$00.00%−709−100.0%Sold out
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund0$00.00%−700−100.0%Sold out
Virtue Capital Management, LLC0$00.00%−676−100.0%Sold out
Petrus Trust Company, LTA0$00.00%−652−100.0%Sold out
KCM Investment Advisors LLC0$00.00%−639−100.0%Sold out
Catalyst Funds Management Pty Ltd0$00.00%−600−100.0%Sold out
RSM US Wealth Management LLC0$00.00%−554−100.0%Sold out
FJ Capital Management LLC0$00.00%−531−100.0%Sold out
Phillips Wealth Planners LLC0$00.00%−558−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−507−100.0%Sold out
Middleton & Co Inc0$00.00%−500−100.0%Sold out
World Equity Group, Inc.0$00.00%−480−100.0%Sold out
Oppenheimer & Co Inc0$00.00%−465−100.0%Sold out
Journey Strategic Wealth LLC0$00.00%−464−100.0%Sold out
Tiaa Trust, National Association0$00.00%−450−100.0%Sold out
Cassaday & Co Wealth Management LLC0$00.00%−442−100.0%Sold out
Dean Investment Associates, LLC0$00.00%−440−100.0%Sold out
USA Financial Portformulas Corp0$00.00%−428−100.0%Sold out
Mather Group, LLC.0$00.00%−241−100.0%Sold out
Washington Trust Co0$00.00%−165−100.0%Sold out
Continuum Advisory, LLC0$00.00%−162−100.0%Sold out
Pinnacle Financial Partners Inc0$00.00%−100−100.0%Sold out
Compass Wealth Management LLC0$00.00%−103−100.0%Sold out
Simplex Trading, LLC0$00.00%−99−100.0%Sold out
Winnow Wealth LLC0$00.00%−99−100.0%Sold out
American National Bank0$00.00%−96−100.0%Sold out
Quent Capital, LLC0$00.00%−75−100.0%Sold out
Riverview Trust Co0$00.00%−54−100.0%Sold out