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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.

Q2 2026 vs. Q1 2026

How the institutions holding Factset Research Systems Inc changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of FDS: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders7265767+46
Shares37.8M33.5K40.1M+2.27M (+6.0%)
Value$8.21B$7.27M$9.22B+$1.02B (+12.4%)

5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (139)

Institutions that held Factset Research Systems Inc at the end of Q2 2026 but not at the end of Q1 2026.

Showing the largest 100 of 139 by value.

Institutions new to FDS in Q2 2026
InstitutionSharesValue% of portfolio
Capital World Investors350,319$80.6M0.01%
Fuller & Thaler Asset Management, Inc.301,875$69.5M0.19%
Norges Bank208,310$47.9M0.00%
Longaeva Partners L.P.146,725$33.8M0.97%
Balyasny Asset Management LLC99,341$22.9M0.04%
Capricorn Fund Managers Ltd74,500$17.1M1.37%
Ieq Capital, LLC74,386$17.1M0.08%
Alyeska Investment Group, L.P.67,534$15.5M0.04%
Hiddenite Capital Partners LP53,000$12.2M3.00%
Bridgewater Associates, LP34,488$7.93M0.03%
Barrier Capital Management, LLC31,696$7.29M5.33%
Schroder Investment Management Group25,964$6.07M0.00%
GQG Partners LLC21,296$4.90M0.01%
Deane Retirement Strategies, Inc.16,335$3.76M1.59%
Jupiter Topco LLC16,105$3.71M0.00%
BCGM Wealth Management, LLC10,992$2.53M0.53%
Natixis10,928$2.51M0.01%
Paralel Advisors LLC10,624$2.44M0.09%
Metatron Capital SICAV plc - Metatron Long Term Equity Fund10,400$2.39M1.17%
SIH Partners, LLLP10,269$2.36M0.10%
Sivia Capital Partners, LLC10,164$2.34M0.28%
Truffle Hound Capital, LLC10,000$2.30M1.45%
Freestone Grove Partners LP9,470$2.18M0.01%
Moore Capital Management, LP9,074$2.09M0.05%
Sora Investors LLC9,002$2.07M0.16%
Harbor Capital Advisors, Inc.8,447$1.94M0.13%
Nordea Investment Management AB7,245$1.65M0.00%
Alamar Capital Management, LLC7,145$1.64M0.83%
Decatur Capital Management, Inc.5,500$1.27M0.43%
Spectrum Strategic Capital Management, LLC5,235$1.20M0.60%
Jefferies Financial Group Inc.5,113$1.18M0.01%
Lazard Asset Management LLC4,735$1.09M0.00%
Bull Harbor Capital LLC4,348$1.00M0.20%
Pallas Capital Advisors LLC3,779$869.5K0.03%
Evolve Private Wealth, LLC3,315$762.8K0.05%
Ilex Capital Partners (UK) LLP3,237$744.8K0.02%
Neo Ivy Capital Management3,076$707.7K0.16%
PDT Partners, LLC3,000$690.2K0.04%
Waddell & Associates, LLC2,869$660.1K0.03%
Mitsubishi UFJ Trust & Banking Corp2,653$610.4K0.00%
Crossmark Global Holdings, Inc.2,588$595.4K0.01%
Wakefield Asset Management LLLP2,566$590.4K0.13%
Logan Capital Management Inc2,535$583.3K0.02%
Citizens Financial Group Inc2,439$561.1K0.01%
NorthCrest Asset Manangement, LLC2,213$535.3K0.01%
Fideuram Asset Management (Ireland) dac2,365$534.8K0.01%
AlphaCore Capital LLC2,310$531.5K0.01%
Teacher Retirement System of Texas2,065$475.1K0.00%
Vinva Investment Management Ltd1,339$454.6K0.00%
Transcend Wealth Collective, LLC1,969$453.0K0.03%
LB Partners LLC1,685$387.7K0.26%
AlphaGrep UK Ltd1,644$378.3K0.12%
Ritholtz Wealth Management1,633$375.7K0.01%
Modern Wealth Management, LLC1,631$375.3K0.00%
OpenArc Corporate Advisory, LLC1,625$373.9K0.00%
RMB Capital Management, LLC1,608$370.0K0.01%
Aigen Investment Management, LP1,599$367.9K0.10%
Jag Capital Management, LLC1,574$362.1K0.03%
Proficio Capital Partners LLC1,531$352.3K0.01%
Jackson Thornton Asset Management, LLC1,465$337.1K0.03%
Nykredit A/S1,464$336.8K0.00%
Capstone Investment Advisors, LLC1,463$336.6K0.00%
Westpac Banking Corp1,430$329.0K0.02%
Perpetual Ltd1,430$329.0K0.00%
EP Wealth Advisors, LLC1,404$323.1K0.00%
Keybank National Association1,400$322.1K0.00%
Jain Global LLC1,389$319.6K0.00%
Wick Capital Partners, LLC1,351$310.7K0.05%
West Family Investments, Inc.1,330$306.0K0.09%
Crestwood Advisors Group LLC1,321$303.9K0.00%
One Wealth Capital Management, LLC1,290$296.8K0.08%
Hudson Portfolio Management LLC1,275$293.4K0.22%
Kera Capital Partners, Inc.1,275$293.4K0.03%
Boothbay Fund Management, LLC1,254$288.5K0.01%
Weiss Asset Management LP1,199$275.9K0.00%
Parcion Private Wealth LLC1,189$273.6K0.02%
Drive Wealth Management, LLC1,187$273.2K0.05%
QTR Family Wealth, LLC1,187$273.1K0.10%
Riversedge Advisors, LLC1,180$271.4K0.04%
Baker Tilly Wealth Management, LLC1,146$263.6K0.06%
Empowered Funds, LLC1,143$263.0K0.00%
Soltis Investment Advisors LLC1,130$260.0K0.01%
Catalyst Financial Partners LLC1,120$257.7K0.03%
Fulcrum Wealth Advisors, LLC1,105$254.1K0.19%
Sentinus, LLC1,057$243.2K0.02%
Claret Asset Management Corp1,047$241.0K0.03%
Beese Fulmer Investment Management, Inc.1,024$235.6K0.01%
FIL Ltd1,018$234.2K0.00%
Wincap Financial LLC1,005$231.2K0.12%
Simplicity Wealth,LLC986$226.9K0.01%
Vestmark Advisory Solutions, Inc.975$224.3K0.00%
Mainsail Asset Management, LLC867$223.8K0.09%
LightSquare Wealth Management, LLC971$223.4K0.15%
Atomi Financial Group, Inc.957$220.2K0.01%
Sovran Advisors, LLC772$219.1K0.02%
Mount Yale Investment Advisors, LLC943$217.0K0.00%
Plan Group Financial, LLC939$216.0K0.04%
Stephens Inc932$214.4K0.00%
Meeder Advisory Services, Inc.910$209.4K0.01%
IFG Advisory, LLC906$208.4K0.01%

Sold out (93)

Institutions that held Factset Research Systems Inc at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of FDS in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
StonePine Asset Management Inc.387,784$84.1M
Regents of the University of California226,375$49.1M
Investment House LLC54,789$11.9M
Compass Rose Asset Management, LP25,000$5.42M
Kinsale Capital Group, Inc.22,418$4.86M
Canoe Financial LP19,915$4.32M
Winton Group Ltd19,039$4.13M
Militia Capital Management LLC16,640$3.61M
APG Asset Management N.V.18,280$3.44M
Entropy Technologies, LP15,432$3.35M
Seizert Capital Partners, LLC10,124$2.20M
Schonfeld Strategic Advisors LLC9,444$2.05M
Somerset Trust Co9,060$1.97M
Dark Forest Capital Management LP8,103$1.76M
Nicholson Wealth Management Group, LLC6,344$1.38M
Ticino Wealth5,460$1.35M
Scotia Capital Inc.5,168$1.12M
Evoke Wealth, LLC3,645$791.0K
Pacific Point Advisors, LLC3,455$749.8K
MOKAN Wealth Management Inc.3,190$693.1K
Mirabella Financial Services LLP3,142$681.8K
GoalVest Advisory LLC3,000$651.0K
Fieldview Capital Management, LLC2,943$638.6K
Banco Bilbao Vizcaya Argentaria, S.A.2,827$610.5K
Polymer Capital Management (US) LLC2,798$607.1K
Knollwood Investment Advisory, LLC2,550$553.3K
Robertson Stephens Wealth Management, LLC2,524$547.7K
Blackstone Group Inc.2,491$540.5K
Board of the Pension Protection Fund2,400$520.8K
Trail Ridge Investment Advisors, LLC2,200$477.4K
Aviva PLC2,150$466.5K
Landscape Capital Management, L.L.C.2,120$460.0K
SkyView Investment Advisors, LLC2,019$454.0K
R Squared Ltd2,090$453.5K
Virginia Retirement Systems Et Al2,080$451.3K
BDFS Capital LLC1,943$421.7K
Pilgrim Partners Asia Pte Ltd1,900$412.3K
Patton Fund Management, Inc.1,795$389.5K
Jump Financial, LLC1,727$374.7K
Stevens Capital Management LP1,707$370.0K
Integrated Investment Consultants, LLC1,437$311.8K
Marex Group plc1,363$295.8K
Penobscot Investment Management Company, Inc.1,320$286.4K
Intech Investment Management LLC1,298$281.7K
Graham Capital Management, L.P.1,260$273.4K
KFG Wealth Management, LLC1,248$270.7K
Dividend Assets Capital, LLC1,213$263.2K
CSS LLC1,210$262.6K
Edgestream Partners, L.P.1,126$244.3K
Strategy Asset Managers LLC1,093$237.2K
Icon Wealth Advisors, LLC908$211.1K
Fort Washington Investment Advisors Inc945$205.1K
BI Asset Management Fondsmaeglerselskab A/S894$194.0K
RWM Asset Management, LLC646$140.1K
Golden State Equity Partners384$83.3K
Quantbot Technologies LP340$73.8K
Quadrant Capital Group LLC305$66.2K
State of Wyoming236$51.2K
Aster Capital Management (DIFC) Ltd98$44.6K
Wellington Grp LLC164$35.6K
Legend Capital Advisors LLC115$25.0K
Copeland Capital Management, LLC111$24.1K
Intentional Wealth Strategies, LLC106$23.0K
United Community Bank92$20.0K
PenderFund Capital Management Ltd.70$15.2K
Eurizon Capital SGR S.p.A.55$11.9K
Western Pacific Wealth Management, LP42$9.11K
Kayne Anderson Rudnick Investment Management LLC40$8.68K
Bank of Jackson Hole Trust33$7.16K
Guinness Atkinson Asset Management Inc29$6.29K
Darwin Advisors, LLC24$5.32K
Ancora Advisors, LLC23$4.99K
Group One Trading, L.P.22$4.77K
NBT Bank N A21$4.56K
Avalon Trust Co20$4.34K
Gunpowder Capital Management, LLC dba Oliver Wealth Management18$3.91K
Sound Income Strategies, LLC16$3.69K
First PREMIER Bank15$3.00K
Old Second National Bank of Aurora13$2.82K
Twin Peaks Wealth Advisors, LLC13$2.82K
Innovative Asset Advisors Group, LLC13$2.82K
Wealth Preservation Advisors, LLC12$2.60K
Plato Investment Management Ltd9$1.95K
Frazier Financial Advisors, LLC8$1.74K
Raleigh Capital Management Inc.7$1.52K
Root Financial Partners, LLC7$1.52K
Clayton Financial Group LLC7$1.52K
Raffa Wealth Management, LLC5$1.08K
Ares Financial Consulting, LLC1$225
Curio Wealth, LLC1$217
Whipplewood Advisors, LLC1$217
Bay Harbor Wealth Management, LLC1$216
Global Wealth Strategies & Associates0$20

Not filed for Q2 2026 yet (5)

Institutions that held Factset Research Systems Inc at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding FDS in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Janus Henderson Group PLC17,305$3.75M
CWM, LLC12,530$2.72M
Gibbs Wealth Management2,517$546.2K
Skopos Labs, Inc.1,142$247.8K
McIlrath & Eck, LLC33$7.16K