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 |
|---|---|---|---|---|---|
| Coastal Bridge Advisors, LLC | 6,160 | $1.42M | 0.09% | −182−2.9% | Reduced |
| Bath Savings Trust Co | 6,213 | $1.43M | 0.15% | −4,523−42.1% | Reduced |
| MAI Capital Management | 6,267 | $1.44M | 0.01% | +4,630+282.8% | Added |
| Rothschild Investment LLC | 6,324 | $1.46M | 0.05% | +5,806+1,120.8% | Added |
| GWM Advisors LLC | 6,358 | $1.46M | 0.00% | +2,959+87.1% | Added |
| NEOS Investment Management LLC | 6,387 | $1.47M | 0.01% | +981+18.1% | Added |
| Amalgamated Bank | 6,714 | $1.54M | 0.01% | −131−1.9% | Reduced |
| JustInvest LLC | 6,719 | $1.55M | 0.01% | +701+11.6% | Added |
| Ameritas Investment Partners, Inc. | 6,818 | $1.57M | 0.04% | −3,009−30.6% | Reduced |
| Morningstar Investment Management LLC | 7,299 | $1.58M | 0.10% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 6,479 | $1.59M | 0.00% | −9,315−59.0% | Reduced |
| Alamar Capital Management, LLC | 7,145 | $1.64M | 0.83% | +7,145 | New |
| Voya Investment Management LLC | 7,160 | $1.65M | 0.00% | −250−3.4% | Reduced |
| Nordea Investment Management AB | 7,245 | $1.65M | 0.00% | +7,245 | New |
| Wedbush Securities Inc | 7,248 | $1.67M | 0.04% | +409+6.0% | Added |
| Toroso Investments, LLC | 7,314 | $1.68M | 0.00% | +2,142+41.4% | Added |
| Toronto Dominion Bank | 7,358 | $1.69M | 0.00% | −3,006−29.0% | Reduced |
| Atria Investments LLC | 7,417 | $1.71M | 0.02% | −706−8.7% | Reduced |
| US Bancorp | 7,507 | $1.73M | 0.00% | −646−7.9% | Reduced |
| Pictet Asset Management Holding SA | 7,511 | $1.73M | 0.00% | −895−10.6% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 7,602 | $1.75M | 0.67% | 00.0% | Unchanged |
| Argo Wealth Advisory, LLC | 7,630 | $1.76M | 0.97% | +241+3.3% | Added |
| Retirement Systems of Alabama | 7,652 | $1.76M | 0.01% | −226−2.9% | Reduced |
| Poehling Capital Management, LLC | 7,873 | $1.81M | 0.39% | −4−0.1% | Reduced |
| Verition Fund Management LLC | 7,965 | $1.83M | 0.01% | −4,102−34.0% | Reduced |
| CIBC Asset Management Inc | 8,035 | $1.85M | 0.00% | −316−3.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,047 | $1.85M | 0.01% | −595−6.9% | Reduced |
| Omers Administration Corp | 8,180 | $1.88M | 0.01% | +90+1.1% | Added |
| KLP Kapitalforvaltning AS | 8,280 | $1.91M | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 8,304 | $1.91M | 0.00% | +2,862+52.6% | Added |
| MetLife Investment Management | 8,330 | $1.92M | 0.01% | −453−5.2% | Reduced |
| Cetera Investment Advisers | 8,351 | $1.92M | 0.00% | +1,536+22.5% | Added |
| Brighton Jones LLC | 8,361 | $1.92M | 0.04% | +6,698+402.8% | Added |
| Harbor Capital Advisors, Inc. | 8,447 | $1.94M | 0.13% | +8,447 | New |
| Parr McKnight Wealth Management Group, LLC | 8,514 | $1.96M | 0.23% | +13+0.2% | Added |
| Drucker Wealth 3.0, LLC | 8,519 | $1.96M | 0.31% | +2,097+32.7% | Added |
| Aurora Investment Counsel | 8,616 | $1.98M | 1.02% | −390−4.3% | Reduced |
| DekaBank Deutsche Girozentrale | 9,755 | $1.99M | 0.00% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 8,780 | $2.02M | 0.56% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 8,877 | $2.04M | 0.02% | +3,508+65.3% | Added |
| Total Wealth Planning & Management, Inc. | 8,993 | $2.07M | 1.50% | −1,614−15.2% | Reduced |
| Sora Investors LLC | 9,002 | $2.07M | 0.16% | +9,002 | New |
| Moore Capital Management, LP | 9,074 | $2.09M | 0.05% | +9,074 | New |
| Resona Asset Management Co.,Ltd. | 8,942 | $2.09M | 0.01% | +1,401+18.6% | Added |
| Ensign Peak Advisors, Inc | 9,233 | $2.12M | 0.00% | +1,708+22.7% | Added |
| Summit Trail Advisors, LLC | 9,403 | $2.16M | 0.03% | +1,052+12.6% | Added |
| Commonwealth Equity Services, LLC | 9,427 | $2.17M | 0.00% | +3,851+69.1% | Added |
| Vanguard Investments Australia, Ltd. | 9,461 | $2.18M | 0.01% | +36+0.4% | Added |
| Freestone Grove Partners LP | 9,470 | $2.18M | 0.01% | +9,470 | New |
| New York Life Investment Management LLC | 9,643 | $2.22M | 0.02% | +227+2.4% | Added |
| IMC-Chicago, LLC | 9,782 | $2.25M | 0.02% | +6,373+186.9% | Added |
| Truffle Hound Capital, LLC | 10,000 | $2.30M | 1.45% | +10,000 | New |
| Arizona State Retirement System | 10,052 | $2.31M | 0.01% | −141−1.4% | Reduced |
| Neuberger Berman Group LLC | 10,081 | $2.32M | 0.00% | +4,112+68.9% | Added |
| State of Tennessee, Treasury Department | 10,145 | $2.33M | 0.01% | −4,490−30.7% | Reduced |
| Sivia Capital Partners, LLC | 10,164 | $2.34M | 0.28% | +10,164 | New |
| SIH Partners, LLLP | 10,269 | $2.36M | 0.10% | +10,269 | New |
| XTX Topco Ltd | 10,295 | $2.37M | 0.03% | −8,885−46.3% | Reduced |
| Public Sector Pension Investment Board | 10,365 | $2.38M | 0.01% | −174−1.7% | Reduced |
| Czech National Bank | 10,370 | $2.39M | 0.01% | +266+2.6% | Added |
| Metatron Capital SICAV plc - Metatron Long Term Equity Fund | 10,400 | $2.39M | 1.17% | +10,400 | New |
| Banco Santander, S.A. | 10,571 | $2.43M | 0.02% | +2,100+24.8% | Added |
| Rafferty Asset Management, LLC | 10,611 | $2.44M | 0.01% | +1,593+17.7% | Added |
| Paralel Advisors LLC | 10,624 | $2.44M | 0.09% | +10,624 | New |
| CIBC World Markets Inc. | 10,635 | $2.45M | 0.00% | +588+5.9% | Added |
| Natixis | 10,928 | $2.51M | 0.01% | +10,928 | New |
| Azzad Asset Management Inc | 10,991 | $2.53M | 0.22% | +7,397+205.8% | Added |
| BCGM Wealth Management, LLC | 10,992 | $2.53M | 0.53% | +10,992 | New |
| Baird Financial Group, Inc. | 11,010 | $2.53M | 0.00% | −6,134−35.8% | Reduced |
| Numerai GP LLC | 11,033 | $2.54M | 0.21% | −16−0.1% | Reduced |
| Merit Financial Group, LLC | 11,166 | $2.57M | 0.02% | +6,863+159.5% | Added |
| Nisa Investment Advisors, LLC | 11,409 | $2.62M | 0.01% | +371+3.4% | Added |
| Public Employees Retirement System of Ohio | 11,762 | $2.71M | 0.01% | −996−7.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 11,829 | $2.72M | 0.12% | −872−6.9% | Reduced |
| Fifth Third Bancorp | 12,038 | $2.77M | 0.00% | −31−0.3% | Reduced |
| Regal Investment Advisors LLC | 12,125 | $2.79M | 0.14% | −82−0.7% | Reduced |
| CIBC Bancorp USA Inc. | 12,133 | $2.79M | 0.00% | −2,984−19.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 12,337 | $2.84M | 0.01% | +8,860+254.8% | Added |
| State of New Jersey Common Pension Fund D | 12,575 | $2.89M | 0.01% | −117−0.9% | Reduced |
| Handelsbanken Fonder AB | 12,631 | $2.91M | 0.01% | −1,100−8.0% | Reduced |
| CastleKnight Management LP | 12,700 | $2.92M | 0.11% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 12,899 | $2.97M | 0.03% | −1,215−8.6% | Reduced |
| Sanctuary Advisors, LLC | 12,988 | $2.99M | 0.01% | −14−0.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 13,134 | $3.02M | 0.01% | +5,409+70.0% | Added |
| Steward Partners Investment Advisory, LLC | 13,492 | $3.10M | 0.02% | +7,522+126.0% | Added |
| Interval Partners, LP | 13,569 | $3.12M | 0.10% | −7,953−37.0% | Reduced |
| Bannerstone Capital Management, LLC | 13,729 | $3.16M | 2.66% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,577 | $3.35M | 0.01% | −1,405−8.8% | Reduced |
| SEI Investments Co | 14,585 | $3.36M | 0.00% | −59,414−80.3% | Reduced |
| Colony Group, LLC | 14,594 | $3.36M | 0.00% | +11,941+450.1% | Added |
| Papp L Roy & Associates | 14,896 | $3.43M | 0.36% | −485−3.2% | Reduced |
| Taylor Hoffman Capital Management LLC | 15,136 | $3.48M | 0.85% | +3,894+34.6% | Added |
| Guggenheim Capital LLC | 15,223 | $3.50M | 0.02% | +6,341+71.4% | Added |
| Treasurer of the State of North Carolina | 15,420 | $3.55M | 0.01% | −610−3.8% | Reduced |
| Marks Group Wealth Management, Inc | 15,590 | $3.59M | 0.31% | −8,334−34.8% | Reduced |
| Citadel Advisors LLC | 15,712 | $3.62M | 0.00% | −243,283−93.9% | Reduced |
| Te Ahumairangi Investment Management Ltd | 15,817 | $3.64M | 0.59% | −1,340−7.8% | Reduced |
| Advisor Group Holdings, Inc. | 15,935 | $3.67M | 0.00% | +1,191+8.1% | Added |
| Jupiter Topco LLC | 16,105 | $3.71M | 0.00% | +16,105 | New |
| Brown Advisory Inc | 16,140 | $3.71M | 0.01% | +9,084+128.7% | Added |