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 |
|---|---|---|---|---|---|
| Cresset Asset Management, LLC | 1,403 | $322.8K | 0.00% | −72−4.9% | Reduced |
| EP Wealth Advisors, LLC | 1,404 | $323.1K | 0.00% | +1,404 | New |
| Westpac Banking Corp | 1,430 | $329.0K | 0.02% | +1,430 | New |
| Perpetual Ltd | 1,430 | $329.0K | 0.00% | +1,430 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1,435 | $330.2K | 0.00% | −9−0.6% | Reduced |
| Callan Family Office, LLC | 1,450 | $333.6K | 0.01% | +138+10.5% | Added |
| MUFG Securities EMEA plc | 1,453 | $334.3K | 0.00% | −83−5.4% | Reduced |
| Fielder Capital Group LLC | 1,461 | $336.1K | 0.07% | +384+35.7% | Added |
| Capstone Investment Advisors, LLC | 1,463 | $336.6K | 0.00% | +1,463 | New |
| Nykredit A/S | 1,464 | $336.8K | 0.00% | +1,464 | New |
| Jackson Thornton Asset Management, LLC | 1,465 | $337.1K | 0.03% | +1,465 | New |
| Davenport & Co LLC | 1,491 | $343.0K | 0.00% | −38−2.5% | Reduced |
| Horizon Investments, LLC | 1,493 | $343.5K | 0.00% | +135+9.9% | Added |
| Anchor Capital Advisors LLC | 1,500 | $345.1K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 1,510 | $347.4K | 0.10% | −4,159−73.4% | Reduced |
| Proficio Capital Partners LLC | 1,531 | $352.3K | 0.01% | +1,531 | New |
| Norinchukin Bank, The | 1,544 | $355.2K | 0.00% | −441−22.2% | Reduced |
| JGP Wealth Management, LLC | 1,550 | $356.5K | 0.03% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 1,561 | $359.1K | 0.08% | +157+11.2% | Added |
| Bessemer Group Inc | 1,566 | $361.0K | 0.00% | +405+34.9% | Added |
| Clearstead Advisors, LLC | 1,573 | $361.9K | 0.00% | +570+56.8% | Added |
| Jag Capital Management, LLC | 1,574 | $362.1K | 0.03% | +1,574 | New |
| Naples Global Advisors, LLC | 1,578 | $363.1K | 0.02% | −952−37.6% | Reduced |
| Standard Life Aberdeen plc | 1,599 | $367.9K | 0.00% | −1,948−54.9% | Reduced |
| Aigen Investment Management, LP | 1,599 | $367.9K | 0.10% | +1,599 | New |
| RMB Capital Management, LLC | 1,608 | $370.0K | 0.01% | +1,608 | New |
| TD Waterhouse Canada Inc. | 1,517 | $372.0K | 0.00% | +1,361+872.4% | Added |
| OpenArc Corporate Advisory, LLC | 1,625 | $373.9K | 0.00% | +1,625 | New |
| Modern Wealth Management, LLC | 1,631 | $375.3K | 0.00% | +1,631 | New |
| Ritholtz Wealth Management | 1,633 | $375.7K | 0.01% | +1,633 | New |
| Alpha Family Trust | 1,635 | $376.2K | 0.15% | +545+50.0% | Added |
| AlphaGrep UK Ltd | 1,644 | $378.3K | 0.12% | +1,644 | New |
| DnB Asset Management AS | 1,678 | $386.1K | 0.00% | −578−25.6% | Reduced |
| VestGen Advisors, LLC | 1,680 | $386.4K | 0.01% | +479+39.9% | Added |
| LB Partners LLC | 1,685 | $387.7K | 0.26% | +1,685 | New |
| GAMMA Investing LLC | 1,688 | $388.4K | 0.01% | +97+6.1% | Added |
| Miracle Mile Advisors, LLC | 1,697 | $390.4K | 0.00% | +278+19.6% | Added |
| SlateStone Wealth, LLC | 1,700 | $391.0K | 0.03% | +75+4.6% | Added |
| Legacy Financial Advisors, Inc. | 1,699 | $391.0K | 0.05% | +774+83.7% | Added |
| New Age Alpha Advisors, LLC | 1,702 | $391.6K | 0.02% | −4,444−72.3% | Reduced |
| D.A. Davidson & Co. | 1,706 | $392.6K | 0.00% | +32+1.9% | Added |
| Leonteq Securities AG | 1,715 | $394.6K | 0.02% | −12−0.7% | Reduced |
| Squarepoint Ops LLC | 1,733 | $398.7K | 0.00% | −42,043−96.0% | Reduced |
| EverSource Wealth Advisors, LLC | 1,767 | $406.6K | 0.01% | +1,077+156.1% | Added |
| Bank of Nova Scotia | 1,776 | $408.6K | 0.00% | −1,014−36.3% | Reduced |
| Valmark Advisers, Inc. | 1,783 | $410.2K | 0.00% | −94−5.0% | Reduced |
| Mutual Advisors, LLC | 1,799 | $413.9K | 0.01% | −141−7.3% | Reduced |
| New Mexico Educational Retirement Board | 1,800 | $414.0K | 0.01% | +100+5.9% | Added |
| Argonautica Private Wealth Management, Inc | 1,804 | $415.1K | 0.10% | +91+5.3% | Added |
| Perigon Wealth Management, LLC | 1,807 | $415.8K | 0.01% | +395+28.0% | Added |
| KBC Group NV | 1,814 | $417.0K | 0.00% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 1,840 | $423.3K | 0.00% | +11+0.6% | Added |
| Ashton Thomas Private Wealth, LLC | 1,849 | $425.5K | 0.01% | −2,870−60.8% | Reduced |
| Kinneret Advisory, LLC | 1,864 | $428.9K | 0.03% | 00.0% | Unchanged |
| Caxton Associates LLP | 1,869 | $430.0K | 0.01% | −20,757−91.7% | Reduced |
| Maryland State Retirement & Pension System | 1,873 | $430.9K | 0.01% | 00.0% | Unchanged |
| Utah Retirement Systems | 1,889 | $434.6K | 0.00% | −118−5.9% | Reduced |
| Louisiana State Employees Retirement System | 1,900 | $437.2K | 0.01% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 1,938 | $445.9K | 0.02% | −3,312−63.1% | Reduced |
| Argent Capital Management LLC | 1,955 | $449.8K | 0.01% | 00.0% | Unchanged |
| Milestone Asset Management Group, LLC | 1,968 | $452.8K | 0.23% | −1−0.1% | Reduced |
| Transcend Wealth Collective, LLC | 1,969 | $453.0K | 0.03% | +1,969 | New |
| Vinva Investment Management Ltd | 1,339 | $454.6K | 0.00% | +1,339 | New |
| Hartford Investment Management Co | 2,007 | $461.8K | 0.01% | −85−4.1% | Reduced |
| Wedmont Private Capital | 1,872 | $462.6K | 0.01% | +507+37.1% | Added |
| Teacher Retirement System of Texas | 2,065 | $475.1K | 0.00% | +2,065 | New |
| Seelaus Asset Management LLC | 2,071 | $476.5K | 0.33% | −74−3.4% | Reduced |
| Venturi Wealth Management, LLC | 2,077 | $477.9K | 0.02% | +257+14.1% | Added |
| Marathon Capital Management | 2,096 | $482.3K | 0.10% | +812+63.2% | Added |
| Prospera Financial Services Inc | 2,110 | $486.6K | 0.01% | +23+1.1% | Added |
| Ahara Advisors LLC | 2,123 | $488.5K | 0.33% | +350+19.7% | Added |
| Everence Capital Management Inc | 2,139 | $492.0K | 0.03% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 2,146 | $493.7K | 0.01% | +658+44.2% | Added |
| Stiles Financial Services Inc | 2,173 | $500.0K | 0.13% | −657−23.2% | Reduced |
| Vise Technologies, Inc. | 2,186 | $503.1K | 0.01% | +1,008+85.6% | Added |
| Eads & Heald Wealth Management | 2,194 | $504.8K | 0.25% | −182−7.7% | Reduced |
| Concurrent Investment Advisors, LLC | 2,198 | $505.7K | 0.00% | +36+1.7% | Added |
| Amica Mutual Insurance Co | 2,216 | $510.0K | 0.04% | +1,030+86.8% | Added |
| D.B. Root & Company, LLC | 2,235 | $514.2K | 0.11% | −282−11.2% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 2,239 | $515.1K | 0.00% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 2,251 | $517.9K | 0.17% | +1,285+133.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 2,278 | $524.1K | 0.00% | −51−2.2% | Reduced |
| Savant Capital, LLC | 2,275 | $525.5K | 0.00% | +433+23.5% | Added |
| AlphaCore Capital LLC | 2,310 | $531.5K | 0.01% | +2,310 | New |
| Fideuram Asset Management (Ireland) dac | 2,365 | $534.8K | 0.01% | +2,365 | New |
| NorthCrest Asset Manangement, LLC | 2,213 | $535.3K | 0.01% | +2,213 | New |
| Independent Advisor Alliance | 2,331 | $536.3K | 0.01% | −38−1.6% | Reduced |
| Connable Office Inc | 2,390 | $549.9K | 0.05% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 2,399 | $552.0K | 0.12% | +145+6.4% | Added |
| Thrivent Financial for Lutherans | 2,410 | $554.0K | 0.00% | −7,853−76.5% | Reduced |
| Kesler, Norman & Wride, LLC | 2,423 | $557.6K | 0.09% | −42−1.7% | Reduced |
| Citizens Financial Group Inc | 2,439 | $561.1K | 0.01% | +2,439 | New |
| Illinois Municipal Retirement Fund | 2,474 | $569.2K | 0.01% | −175−6.6% | Reduced |
| Private Advisor Group, LLC | 2,488 | $572.4K | 0.00% | +336+15.6% | Added |
| Oppenheimer & Co Inc | 2,515 | $578.7K | 0.01% | −1,863−42.6% | Reduced |
| UniSuper Management Pty Ltd | 2,518 | $579.3K | 0.00% | −4,645−64.8% | Reduced |
| Henshaw Capital LLC | 2,531 | $582.3K | 0.02% | +13+0.5% | Added |
| Logan Capital Management Inc | 2,535 | $583.3K | 0.02% | +2,535 | New |
| Cambridge Investment Research Advisors, Inc. | 2,539 | $584.0K | 0.00% | +129+5.4% | Added |
| Apollon Wealth Management, LLC | 2,543 | $585.2K | 0.01% | +1,091+75.1% | Added |