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 |
|---|---|---|---|---|---|
| Mather Group, LLC. | 2,562 | $589.5K | 0.01% | +175+7.3% | Added |
| Wakefield Asset Management LLLP | 2,566 | $590.4K | 0.13% | +2,566 | New |
| Allworth Financial LP | 2,566 | $590.5K | 0.00% | +1,775+224.4% | Added |
| Oppenheimer Asset Management Inc. | 2,580 | $593.6K | 0.01% | +690+36.5% | Added |
| Crossmark Global Holdings, Inc. | 2,588 | $595.4K | 0.01% | +2,588 | New |
| Ci Investments Inc. | 2,596 | $597.3K | 0.00% | +854+49.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 2,653 | $610.4K | 0.00% | +2,653 | New |
| Arkadios Wealth Advisors | 2,750 | $632.7K | 0.01% | −296−9.7% | Reduced |
| Sage Private Wealth Group, LLC | 2,752 | $633.1K | 0.28% | −121−4.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 2,785 | $640.8K | 0.10% | −31−1.1% | Reduced |
| Radnor Capital Management, LLC | 2,845 | $654.6K | 0.09% | +25+0.9% | Added |
| Mizuho Securities USA LLC | 2,852 | $656.2K | 0.01% | +609+27.2% | Added |
| Credit Agricole S A | 2,865 | $659.2K | 0.00% | +684+31.4% | Added |
| Waddell & Associates, LLC | 2,869 | $660.1K | 0.03% | +2,869 | New |
| Advyzon Investment Management, LLC | 2,886 | $664.1K | 0.05% | +16+0.6% | Added |
| Teachers Retirement System of the State of Kentucky | 2,892 | $665.0K | 0.00% | 00.0% | Unchanged |
| Spinnaker Trust | 2,903 | $667.9K | 0.03% | +10.0% | Added |
| Portside Wealth Group, LLC | 2,946 | $677.9K | 0.08% | +454+18.2% | Added |
| Mitchell & Pahl Private Wealth, LLC | 2,958 | $680.6K | 0.25% | +166+5.9% | Added |
| Northwestern Mutual Wealth Management Co | 2,960 | $681.1K | 0.00% | −20−0.7% | Reduced |
| PDT Partners, LLC | 3,000 | $690.2K | 0.04% | +3,000 | New |
| Guardian Wealth Advisors, LLC | 3,048 | $701.3K | 0.35% | +205+7.2% | Added |
| Neo Ivy Capital Management | 3,076 | $707.7K | 0.16% | +3,076 | New |
| Nicholas Hoffman & Company, LLC. | 3,088 | $710.5K | 0.01% | −60−1.9% | Reduced |
| denkapparat Operations GmbH | 3,088 | $710.5K | 0.23% | 00.0% | Unchanged |
| Lido Advisors, LLC | 3,130 | $720.4K | 0.00% | +1,929+160.6% | Added |
| Daiwa Securities Group Inc. | 3,150 | $724.8K | 0.00% | +126+4.2% | Added |
| Ridgewood Investments LLC | 3,168 | $728.9K | 0.27% | −53−1.6% | Reduced |
| Pacer Advisors, Inc. | 3,181 | $732.0K | 0.00% | −602−15.9% | Reduced |
| Linden Thomas Advisory Services, LLC | 3,224 | $741.8K | 0.06% | −3,604−52.8% | Reduced |
| Ilex Capital Partners (UK) LLP | 3,237 | $744.8K | 0.02% | +3,237 | New |
| Y-Intercept (Hong Kong) Ltd | 3,280 | $754.7K | 0.01% | −17,015−83.8% | Reduced |
| Evolve Private Wealth, LLC | 3,315 | $762.8K | 0.05% | +3,315 | New |
| Benjamin Edwards Inc | 3,324 | $764.8K | 0.01% | +1,955+142.8% | Added |
| Norden Group LLC | 3,340 | $768.5K | 0.06% | +1,992+147.8% | Added |
| Man Group plc | 3,340 | $768.5K | 0.00% | −83,807−96.2% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 3,348 | $770.3K | 0.02% | −935−21.8% | Reduced |
| Bridgefront Capital, LLC | 3,398 | $781.8K | 0.21% | +2,330+218.2% | Added |
| Sterling Capital Management LLC | 3,421 | $787.1K | 0.01% | −278−7.5% | Reduced |
| United Capital Financial Advisers, LLC | 3,465 | $797.2K | 0.00% | +428+14.1% | Added |
| Indivisible Partners | 3,535 | $813.3K | 0.05% | +441+14.3% | Added |
| Commerce Bank | 3,546 | $815.9K | 0.00% | +123+3.6% | Added |
| Penserra Capital Management LLC | 3,561 | $818.0K | 0.01% | −444−11.1% | Reduced |
| Advisory Alpha, LLC | 3,669 | $844.3K | 0.02% | +1,317+56.0% | Added |
| Glenmede Trust Co NA | 3,684 | $847.6K | 0.00% | +726+24.5% | Added |
| Public Employees Retirement Association of Colorado | 3,750 | $863.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 3,751 | $863.0K | 0.01% | −194−4.9% | Reduced |
| Pallas Capital Advisors LLC | 3,779 | $869.5K | 0.03% | +3,779 | New |
| Coldstream Capital Management Inc | 3,789 | $871.8K | 0.01% | +414+12.3% | Added |
| Chicago Capital, LLC | 3,791 | $872.2K | 0.02% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 3,834 | $882.2K | 0.00% | +875+29.6% | Added |
| Caitlin John, LLC | 3,865 | $889.3K | 0.49% | +2,320+150.2% | Added |
| Dean Investment Associates, LLC | 3,898 | $896.9K | 0.12% | +167+4.5% | Added |
| Ethic Inc. | 3,913 | $900.2K | 0.01% | +1,904+94.8% | Added |
| MML Investors Services, LLC | 3,931 | $904.4K | 0.00% | −100−2.5% | Reduced |
| Global X Japan Co., Ltd. | 3,951 | $909.0K | 0.03% | +287+7.8% | Added |
| Longfellow Investment Management Co LLC | 4,000 | $920.3K | 0.19% | 00.0% | Unchanged |
| Cascades Capital Asset Management, LLC | 4,043 | $930.2K | 0.34% | +10.0% | Added |
| Caisse de Depot Et Placement du Quebec | 4,080 | $938.7K | 0.00% | −840−17.1% | Reduced |
| Xponance, Inc. | 4,112 | $946.1K | 0.01% | −332−7.5% | Reduced |
| Resources Investment Advisors, LLC. | 4,138 | $952.1K | 0.01% | −1,293−23.8% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 4,146 | $953.9K | 0.01% | +2,746+196.1% | Added |
| Hunter Perkins Capital Management, LLC | 4,182 | $962.0K | 0.22% | −7,282−63.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,205 | $967.5K | 0.01% | −5,545−56.9% | Reduced |
| Mission Wealth Management, LP | 4,211 | $968.8K | 0.01% | +1,577+59.9% | Added |
| Krilogy Financial LLC | 4,338 | $998.1K | 0.03% | +2,546+142.1% | Added |
| Bull Harbor Capital LLC | 4,348 | $1.00M | 0.20% | +4,348 | New |
| Advisory Services Network, LLC | 4,420 | $1.02M | 0.01% | −165−3.6% | Reduced |
| Oregon Public Employees Retirement Fund | 4,480 | $1.03M | 0.01% | +232+5.5% | Added |
| M&T Bank Corp | 4,521 | $1.04M | 0.00% | −2,395−34.6% | Reduced |
| Lafayette Investments, Inc. | 4,548 | $1.05M | 0.19% | +24+0.5% | Added |
| Sepio Capital, LP | 4,592 | $1.06M | 0.05% | −269−5.5% | Reduced |
| Oak Thistle LLC | 4,650 | $1.07M | 0.10% | +1,095+30.8% | Added |
| Chicago Partners Investment Group LLC | 4,436 | $1.08M | 0.02% | +1,968+79.7% | Added |
| Blair William & Co | 4,707 | $1.08M | 0.00% | +2,941+166.5% | Added |
| Lazard Asset Management LLC | 4,735 | $1.09M | 0.00% | +4,735 | New |
| Swiss Life Asset Management Ltd | 4,824 | $1.11M | 0.00% | −41−0.8% | Reduced |
| Savvy Advisors, Inc. | 4,830 | $1.11M | 0.02% | +567+13.3% | Added |
| Buckingham Strategic Partners | 4,834 | $1.11M | 0.01% | +3,410+239.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,891 | $1.13M | 0.00% | −7,752−61.3% | Reduced |
| Allstate Corp | 5,107 | $1.18M | 0.01% | −2,317−31.2% | Reduced |
| Jefferies Financial Group Inc. | 5,113 | $1.18M | 0.01% | +5,113 | New |
| Palisade Asset Management, LLC | 5,235 | $1.20M | 0.11% | +185+3.7% | Added |
| Spectrum Strategic Capital Management, LLC | 5,235 | $1.20M | 0.60% | +5,235 | New |
| Skylands Capital, LLC | 5,300 | $1.22M | 0.15% | +600+12.8% | Added |
| Jones Financial Companies LLLP | 5,269 | $1.22M | 0.00% | +439+9.1% | Added |
| Victory Capital Management Inc | 5,323 | $1.22M | 0.00% | −39−0.7% | Reduced |
| ICW Investment Advisors LLC | 5,358 | $1.23M | 0.43% | −35−0.6% | Reduced |
| Warren Averett Asset Management, LLC | 5,399 | $1.24M | 0.01% | +1,300+31.7% | Added |
| Decatur Capital Management, Inc. | 5,500 | $1.27M | 0.43% | +5,500 | New |
| Nomura Holdings Inc | 5,570 | $1.28M | 0.01% | −32,504−85.4% | Reduced |
| Vident Advisory, LLC | 5,667 | $1.30M | 0.01% | −1,750−23.6% | Reduced |
| Third View Private Wealth, LLC | 5,766 | $1.33M | 0.16% | −321−5.3% | Reduced |
| TD Asset Management Inc | 5,804 | $1.34M | 0.00% | −540−8.5% | Reduced |
| Woodline Partners LP | 5,872 | $1.35M | 0.00% | +58+1.0% | Added |
| HB Wealth Management, LLC | 5,909 | $1.36M | 0.01% | +2,560+76.4% | Added |
| Taylor Frigon Capital Management LLC | 5,951 | $1.37M | 0.64% | +126+2.2% | Added |
| Integrated Wealth Concepts LLC | 5,989 | $1.38M | 0.01% | +3,348+126.8% | Added |
| Bright Rock Capital Management, LLC | 6,000 | $1.38M | 0.28% | 00.0% | Unchanged |
| Eukles Asset Management | 6,149 | $1.41M | 0.58% | −424−6.5% | Reduced |