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 |
|---|---|---|---|---|---|
| STRS Ohio | 763 | $175.6K | 0.00% | −133−14.8% | Reduced |
| Institute for Wealth Management, LLC. | 770 | $177.2K | 0.02% | −512−39.9% | Reduced |
| Huntington National Bank | 775 | $178.3K | 0.00% | +296+61.8% | Added |
| Grove Bank & Trust | 790 | $181.8K | 0.02% | −45−5.4% | Reduced |
| Canada Post Corp Registered Pension Plan | 820 | $188.7K | 0.01% | 00.0% | Unchanged |
| Ninety One SA (PTY) Ltd | 821 | $188.9K | 0.01% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 864 | $198.8K | 0.01% | 00.0% | Unchanged |
| Greenleaf Trust | 882 | $202.9K | 0.00% | +882 | New |
| Kathmere Capital Management, LLC | 883 | $203.2K | 0.01% | +883 | New |
| Essential Partners LLC | 894 | $205.7K | 0.09% | +749+516.6% | Added |
| Ascent Group, LLC | 897 | $206.4K | 0.01% | +897 | New |
| Tandem Investment Advisors, Inc. | 900 | $207.1K | 0.01% | −51−5.4% | Reduced |
| West Bancorporation Inc | 902 | $207.5K | 0.09% | −30−3.2% | Reduced |
| IFG Advisory, LLC | 906 | $208.4K | 0.01% | +906 | New |
| Meeder Advisory Services, Inc. | 910 | $209.4K | 0.01% | +910 | New |
| Stock Yards Bank & Trust Co | 922 | $212.1K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 928 | $213.5K | 0.01% | −387−29.4% | Reduced |
| Stephens Inc | 932 | $214.4K | 0.00% | +932 | New |
| Plan Group Financial, LLC | 939 | $216.0K | 0.04% | +939 | New |
| Mount Yale Investment Advisors, LLC | 943 | $217.0K | 0.00% | +943 | New |
| Sovran Advisors, LLC | 772 | $219.1K | 0.02% | +772 | New |
| Atomi Financial Group, Inc. | 957 | $220.2K | 0.01% | +957 | New |
| Layline Advisors, LLC | 960 | $221.0K | 0.20% | −296−23.6% | Reduced |
| LightSquare Wealth Management, LLC | 971 | $223.4K | 0.15% | +971 | New |
| Mainsail Asset Management, LLC | 867 | $223.8K | 0.09% | +867 | New |
| Vestmark Advisory Solutions, Inc. | 975 | $224.3K | 0.00% | +975 | New |
| Davy Global Fund Management Ltd | 978 | $225.0K | 0.01% | 00.0% | Unchanged |
| Dakota Wealth Management | 980 | $225.5K | 0.00% | +2+0.2% | Added |
| Silver Lake Advisory, LLC | 981 | $225.8K | 0.08% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 986 | $226.9K | 0.02% | −244−19.8% | Reduced |
| Simplicity Wealth,LLC | 986 | $226.9K | 0.01% | +986 | New |
| Brown Brothers Harriman & Co | 989 | $227.5K | 0.00% | +119+13.7% | Added |
| Empirical Finance, LLC | 1,004 | $231.0K | 0.01% | +45+4.7% | Added |
| Wincap Financial LLC | 1,005 | $231.2K | 0.12% | +1,005 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,010 | $232.4K | 0.01% | +4+0.4% | Added |
| Signaturefd, LLC | 1,011 | $232.7K | 0.00% | −16−1.6% | Reduced |
| FIL Ltd | 1,018 | $234.2K | 0.00% | +1,018 | New |
| Nilsine Partners, LLC | 1,020 | $234.7K | 0.02% | −4−0.4% | Reduced |
| IFP Advisors, Inc | 1,021 | $234.9K | 0.00% | +29+2.9% | Added |
| Beese Fulmer Investment Management, Inc. | 1,024 | $235.6K | 0.01% | +1,024 | New |
| Procyon Private Wealth Partners, LLC | 1,030 | $237.0K | 0.01% | −412−28.6% | Reduced |
| Journey Retirement Planning & Investment Management LLC | 1,033 | $237.6K | 0.19% | +16+1.6% | Added |
| Securian Asset Management, Inc | 921 | $237.7K | 0.01% | −100−9.8% | Reduced |
| Harbor Investment Advisory, LLC | 1,040 | $239.3K | 0.02% | +120+13.0% | Added |
| Applied Finance Capital Management, LLC | 1,044 | $240.2K | 0.02% | −303−22.5% | Reduced |
| Claret Asset Management Corp | 1,047 | $241.0K | 0.03% | +1,047 | New |
| Sentinus, LLC | 1,057 | $243.2K | 0.02% | +1,057 | New |
| Exchange Traded Concepts, LLC | 1,069 | $246.0K | 0.00% | +142+15.3% | Added |
| Kestra Advisory Services, LLC | 1,072 | $246.7K | 0.00% | −52−4.6% | Reduced |
| Eurizon SLJ Capital Ltd | 1,096 | $252.2K | 0.09% | −2,365−68.3% | Reduced |
| MUFG Securities Americas Inc. | 1,097 | $252.4K | 0.01% | +70+6.8% | Added |
| Fulcrum Wealth Advisors, LLC | 1,105 | $254.1K | 0.19% | +1,105 | New |
| Fiduciary Trust Co | 1,114 | $256.2K | 0.00% | +77+7.4% | Added |
| North Dakota State Investment Board | 1,114 | $256.3K | 0.01% | +20+1.8% | Added |
| Catalyst Financial Partners LLC | 1,120 | $257.7K | 0.03% | +1,120 | New |
| Revisor Wealth Management LLC | 1,126 | $258.9K | 0.06% | −75−6.2% | Reduced |
| Snowden Capital Advisors LLC | 1,127 | $259.3K | 0.01% | +147+15.0% | Added |
| Soltis Investment Advisors LLC | 1,130 | $260.0K | 0.01% | +1,130 | New |
| Parallel Advisors, LLC | 1,138 | $262.0K | 0.00% | +350+44.4% | Added |
| CWA Asset Management Group, LLC | 1,140 | $262.3K | 0.01% | +20+1.8% | Added |
| Laird Norton Trust Company, LLC | 1,143 | $263.0K | 0.01% | +215+23.2% | Added |
| Empowered Funds, LLC | 1,143 | $263.0K | 0.00% | +1,143 | New |
| Baker Tilly Wealth Management, LLC | 1,146 | $263.6K | 0.06% | +1,146 | New |
| Winthrop Capital Management, LLC | 1,151 | $265.0K | 0.06% | +8+0.7% | Added |
| Gen-Wealth Partners Inc | 1,154 | $265.5K | 0.07% | −86−6.9% | Reduced |
| Ashton Thomas Securities, LLC | 1,165 | $267.9K | 0.04% | +124+11.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 1,167 | $268.5K | 0.00% | −20−1.7% | Reduced |
| National Wealth Management Group, LLC | 1,175 | $270.3K | 0.08% | −30−2.5% | Reduced |
| Riversedge Advisors, LLC | 1,180 | $271.4K | 0.04% | +1,180 | New |
| Ofi Invest Asset Management | 1,185 | $272.6K | 0.00% | 00.0% | Unchanged |
| QTR Family Wealth, LLC | 1,187 | $273.1K | 0.10% | +1,187 | New |
| Drive Wealth Management, LLC | 1,187 | $273.2K | 0.05% | +1,187 | New |
| Parcion Private Wealth LLC | 1,189 | $273.6K | 0.02% | +1,189 | New |
| Weiss Asset Management LP | 1,199 | $275.9K | 0.00% | +1,199 | New |
| V-Square Quantitative Management LLC | 1,212 | $278.9K | 0.03% | −204−14.4% | Reduced |
| MCF Advisors LLC | 1,231 | $283.2K | 0.01% | −458−27.1% | Reduced |
| Regions Financial Corp | 1,236 | $284.4K | 0.00% | −562−31.3% | Reduced |
| Karani Asset Management LLC | 1,237 | $284.6K | 0.21% | −530−30.0% | Reduced |
| Mackenzie Financial Corp | 1,238 | $284.8K | 0.00% | −2,096−62.9% | Reduced |
| Boothbay Fund Management, LLC | 1,254 | $288.5K | 0.01% | +1,254 | New |
| Hudson Portfolio Management LLC | 1,275 | $293.4K | 0.22% | +1,275 | New |
| Kera Capital Partners, Inc. | 1,275 | $293.4K | 0.03% | +1,275 | New |
| One Wealth Capital Management, LLC | 1,290 | $296.8K | 0.08% | +1,290 | New |
| New Wave Wealth Advisors LLC | 1,299 | $299.0K | 0.08% | +337+35.0% | Added |
| South Dakota Investment Council | 1,300 | $299.0K | 0.01% | −100−7.1% | Reduced |
| Bennett Associates Wealth Management | 1,306 | $300.5K | 0.19% | +48+3.8% | Added |
| Ballentine Partners, LLC | 1,309 | $301.2K | 0.00% | +161+14.0% | Added |
| Midway Capital Research & Management | 1,321 | $303.9K | 0.24% | +95+7.7% | Added |
| Crestwood Advisors Group LLC | 1,321 | $303.9K | 0.00% | +1,321 | New |
| Alhambra Investment Partners LLC | 1,324 | $304.6K | 0.13% | −8−0.6% | Reduced |
| Advisortrust Partners, LLC | 1,325 | $304.9K | 0.10% | +75+6.0% | Added |
| Farther Finance Advisors, LLC | 1,323 | $304.9K | 0.00% | +671+102.9% | Added |
| Camden Capital, LLC | 1,326 | $305.0K | 0.02% | +304+29.7% | Added |
| Summitry LLC | 1,327 | $305.3K | 0.01% | +275+26.1% | Added |
| West Family Investments, Inc. | 1,330 | $306.0K | 0.09% | +1,330 | New |
| Panagora Asset Management Inc | 1,336 | $307.4K | 0.00% | 00.0% | Unchanged |
| Wick Capital Partners, LLC | 1,351 | $310.7K | 0.05% | +1,351 | New |
| Wealthfront Advisers LLC | 1,389 | $319.6K | 0.00% | −160−10.3% | Reduced |
| Jain Global LLC | 1,389 | $319.6K | 0.00% | +1,389 | New |
| Keybank National Association | 1,400 | $322.1K | 0.00% | +1,400 | New |