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 2026
Institutional positions in Factset Research Systems Inc as of Jun 30, 2026. 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
- 767
- +46 vs. Q1 2026
- Shares held
- 40.1M
- +2.27M (+6.0%) vs. Q1 2026
- Total value
- $9.22B
- +$1.02B (+12.4%) vs. Q1 2026
- New holders
- 139
- 275 more added
- Sold out
- 93
- 245 more reduced
5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Factset Research Systems Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Smartleaf Asset Management LLC | 35 | $8.18K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 38 | $8.74K | 0.00% | −103−73.0% | Reduced |
| ORG Wealth Partners, LLC | 40 | $9.20K | 0.00% | −313−88.7% | Reduced |
| Oakworth Capital, Inc. | 40 | $9.20K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 40 | $9.20K | 0.00% | +40 | New |
| Wealth Enhancement Trust Services, Inc. | 42 | $9.66K | 0.00% | +42 | New |
| Continuum Advisory, LLC | 43 | $9.89K | 0.00% | +43 | New |
| Harbour Investments, Inc. | 46 | $10.5K | 0.00% | −31−40.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 45 | $10.6K | 0.00% | −50−52.6% | Reduced |
| MV Capital Management, Inc. | 47 | $10.8K | 0.00% | −10−17.5% | Reduced |
| Spire Wealth Management | 47 | $10.8K | 0.00% | +1+2.2% | Added |
| Highline Wealth Partners LLC | 48 | $11.0K | 0.00% | +2+4.3% | Added |
| Bare Financial Services, Inc | 49 | $11.3K | 0.00% | +2+4.3% | Added |
| Rakuten Securities, Inc. | 50 | $11.5K | 0.00% | −6−10.7% | Reduced |
| First United Bank Trust | 50 | $11.5K | 0.00% | 00.0% | Unchanged |
| Korea Investment CORP | 50 | $11.5K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 53 | $12.2K | 0.00% | −25−32.1% | Reduced |
| Bayban | 58 | $13.3K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 59 | $13.6K | 0.01% | −1−1.7% | Reduced |
| Rosenberg Matthew Hamilton | 61 | $14.0K | 0.00% | −2−3.2% | Reduced |
| Ogorek Anthony Joseph | 66 | $15.0K | 0.00% | 00.0% | Unchanged |
| Motco | 67 | $15.4K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 73 | $16.8K | 0.00% | +2+2.8% | Added |
| Salomon & Ludwin, LLC | 69 | $16.9K | 0.00% | +7+11.3% | Added |
| Smithfield Trust Co | 74 | $17.0K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 74 | $17.0K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 75 | $17.3K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 75 | $17.3K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 78 | $17.9K | 0.01% | +46+143.8% | Added |
| Washington Trust Advisors, Inc. | 90 | $20.7K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 93 | $21.0K | 0.00% | −10,624−99.1% | Reduced |
| First Community Trust NA | 93 | $21.4K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 95 | $21.9K | 0.00% | −262−73.4% | Reduced |
| Onefund, LLC | 98 | $22.5K | 0.01% | −4−3.9% | Reduced |
| Bogart Wealth, LLC | 107 | $24.6K | 0.00% | +10+10.3% | Added |
| Trust Co | 108 | $24.8K | 0.00% | 00.0% | Unchanged |
| Ossiam | 110 | $25.3K | 0.00% | +110 | New |
| Bokf, NA | 112 | $25.8K | 0.00% | +112 | New |
| Atlantic Union Bankshares Corp | 114 | $26.2K | 0.00% | −2−1.7% | Reduced |
| Kemnay Advisory Services Inc. | 120 | $27.6K | 0.00% | +4+3.4% | Added |
| Activest Wealth Management | 121 | $27.8K | 0.01% | +78+181.4% | Added |
| Stone House Investment Management, LLC | 137 | $31.5K | 0.00% | +137 | New |
| ZRC Wealth Management, LLC | 143 | $32.9K | 0.01% | −23−13.9% | Reduced |
| Hilltop National Bank | 150 | $34.5K | 0.01% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 151 | $34.7K | 0.00% | +100+196.1% | Added |
| Montag A & Associates Inc | 163 | $37.5K | 0.00% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 182 | $38.3K | 0.00% | +182 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 167 | $38.4K | 0.01% | +32+23.7% | Added |
| Farmers & Merchants Investments Inc | 172 | $39.6K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 172 | $39.6K | 0.02% | +70+68.6% | Added |
| Private Trust Co NA | 173 | $39.8K | 0.00% | −31−15.2% | Reduced |
| SBI Securities Co., Ltd. | 180 | $41.4K | 0.00% | −63−25.9% | Reduced |
| Parkside Financial Bank & Trust | 181 | $41.6K | 0.00% | +43+31.2% | Added |
| Owl Creek Wealth Partners LLC | 185 | $42.6K | 0.01% | +40+27.6% | Added |
| Rossby Financial, LCC | 187 | $43.0K | 0.01% | −145−43.7% | Reduced |
| USA Financial Formulas | 187 | $43.0K | 0.01% | +187 | New |
| Caitong International Asset Management Co., Ltd | 200 | $46.0K | 0.01% | −233−53.8% | Reduced |
| Assetmark, Inc | 222 | $51.1K | 0.00% | −28−11.2% | Reduced |
| Massmutual Trust Co FSB | 239 | $55.0K | 0.00% | +28+13.3% | Added |
| CX Institutional | 239 | $55.0K | 0.00% | +103+75.7% | Added |
| Compagnie Lombard Odier SCmA | 260 | $59.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 262 | $60.3K | 0.01% | −258−49.6% | Reduced |
| Measured Wealth Private Client Group, LLC | 265 | $61.0K | 0.01% | −11−4.0% | Reduced |
| Quarry LP | 268 | $61.7K | 0.01% | +142+112.7% | Added |
| Danske Bank A/S | 280 | $64.4K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 291 | $67.0K | 0.00% | +7+2.5% | Added |
| Bryn Mawr Trust Co | 292 | $67.2K | 0.00% | +12+4.3% | Added |
| Manchester Capital Management LLC | 297 | $68.3K | 0.01% | −1,941−86.7% | Reduced |
| Bruce G. Allen Investments, LLC | 299 | $68.8K | 0.04% | +50+20.1% | Added |
| Covestor Ltd | 304 | $70.0K | 0.04% | +39+14.7% | Added |
| Walleye Capital LLC | 350 | $80.5K | 0.00% | −106−23.2% | Reduced |
| Estabrook Capital Management | 425 | $97.8K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 425 | $97.8K | 0.01% | +405+2,025.0% | Added |
| Employees Retirement System of Texas | 424 | $98.0K | 0.00% | +424 | New |
| Optiver Holding B.V. | 428 | $98.5K | 0.00% | +428 | New |
| CoreCap Advisors, LLC | 434 | $99.7K | 0.00% | −55−11.2% | Reduced |
| SJS Investment Consulting Inc. | 435 | $100.1K | 0.01% | +167+62.3% | Added |
| True Wealth Design, LLC | 442 | $101.7K | 0.02% | +394+820.8% | Added |
| Whittier Trust Co | 408 | $102.9K | 0.00% | −35−7.9% | Reduced |
| Delta Asset Management LLC | 450 | $103.5K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 458 | $105.4K | 0.00% | +17+3.9% | Added |
| Storebrand Asset Management AS | 471 | $108.4K | 0.00% | −106−18.4% | Reduced |
| NBC Securities, Inc. | 498 | $114.6K | 0.01% | +6+1.2% | Added |
| Globeflex Capital L P | 499 | $114.8K | 0.01% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 513 | $118.0K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 529 | $121.7K | 0.01% | +485+1,102.3% | Added |
| Ronald Blue Trust, Inc. | 539 | $124.0K | 0.00% | +367+213.4% | Added |
| HM Payson & Co | 541 | $124.5K | 0.00% | −200−27.0% | Reduced |
| AdvisorNet Financial, Inc | 573 | $131.8K | 0.01% | +5+0.9% | Added |
| TD Private Client Wealth LLC | 610 | $140.3K | 0.00% | +596+4,257.1% | Added |
| Whittier Trust Co of Nevada Inc | 550 | $142.1K | 0.00% | −16−2.8% | Reduced |
| Tower Research Capital LLC (TRC) | 627 | $144.3K | 0.00% | −3,835−85.9% | Reduced |
| Fulcrum Asset Management LLP | 633 | $147.9K | 0.01% | +633 | New |
| Tema ETFs LLC | 669 | $153.9K | 0.00% | +50+8.1% | Added |
| Global Retirement Partners, LLC | 670 | $154.1K | 0.00% | +670 | New |
| Bullock Wealth Management Group | 646 | $158.7K | 0.07% | +1+0.2% | Added |
| Pension & Wealth Management Advisors, Inc. | 703 | $161.9K | 0.04% | +3+0.4% | Added |
| Hantz Financial Services, Inc. | 702 | $162.0K | 0.00% | +292+71.2% | Added |
| Basecamp Wealth Advisors LLC | 706 | $162.4K | 0.03% | +92+15.0% | Added |
| Federated Hermes, Inc. | 736 | $169.3K | 0.00% | +580+371.8% | Added |