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 |
|---|---|---|---|---|---|
| Great West Life Assurance Co | 16,169 | $3.72M | 0.01% | +471+3.0% | Added |
| Deane Retirement Strategies, Inc. | 16,335 | $3.76M | 1.59% | +16,335 | New |
| Police & Firemen's Retirement System of New Jersey | 16,431 | $3.78M | 0.03% | +438+2.7% | Added |
| Assenagon Asset Management S.A. | 16,465 | $3.79M | 0.00% | +7,771+89.4% | Added |
| National Bank of Canada | 16,511 | $3.80M | 0.00% | +6,368+62.8% | Added |
| CI Private Wealth, LLC | 17,088 | $3.93M | 0.01% | +10,228+149.1% | Added |
| Wendell David Associates Inc | 17,546 | $4.04M | 0.43% | −110−0.6% | Reduced |
| Prudential Financial Inc | 17,663 | $4.06M | 0.00% | −120−0.7% | Reduced |
| Truist Financial Corp | 17,745 | $4.08M | 0.00% | −1,617−8.4% | Reduced |
| AdvisorShares Investments LLC | 18,482 | $4.25M | 0.51% | −4,156−18.4% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 18,722 | $4.31M | 0.01% | −687−3.5% | Reduced |
| Hendley & Co Inc | 19,128 | $4.40M | 1.56% | −692−3.5% | Reduced |
| Macquarie Group Ltd | 19,634 | $4.52M | 0.02% | +18,411+1,505.4% | Added |
| Captrust Financial Advisors | 20,081 | $4.62M | 0.01% | +11,129+124.3% | Added |
| Capital Fund Management S.A. | 20,711 | $4.77M | 0.03% | −27,205−56.8% | Reduced |
| New York State Common Retirement Fund | 21,127 | $4.86M | 0.01% | −800−3.6% | Reduced |
| GQG Partners LLC | 21,296 | $4.90M | 0.01% | +21,296 | New |
| Kingsview Wealth Management, LLC | 21,530 | $4.95M | 0.06% | −8,660−28.7% | Reduced |
| Fiera Capital Corp | 21,648 | $4.98M | 0.02% | −244,873−91.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 22,194 | $5.11M | 0.00% | +2,400+12.1% | Added |
| Hendershot Investments Inc. | 22,284 | $5.13M | 0.67% | −600−2.6% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 22,623 | $5.20M | 0.03% | +22,193+5,161.2% | Added |
| SRS Capital Advisors, Inc. | 22,672 | $5.22M | 0.03% | +14,342+172.2% | Added |
| State of Wisconsin Investment Board | 22,866 | $5.26M | 0.01% | −4,348−16.0% | Reduced |
| Russell Investments Group, Ltd. | 22,989 | $5.30M | 0.00% | +1,216+5.6% | Added |
| Yousif Capital Management, LLC | 23,687 | $5.45M | 0.06% | +1,036+4.6% | Added |
| Birch Capital Management, LLC | 23,747 | $5.46M | 2.67% | +7,899+49.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 24,168 | $5.56M | 0.02% | +3,247+15.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 25,879 | $5.95M | 0.01% | +2,415+10.3% | Added |
| Schroder Investment Management Group | 25,964 | $6.07M | 0.00% | +25,964 | New |
| Pathstone Holdings, LLC | 26,483 | $6.10M | 0.02% | −335−1.2% | Reduced |
| Manufacturers Life Insurance Company, The | 27,064 | $6.23M | 0.00% | +255+1.0% | Added |
| Adage Capital Partners GP, L.L.C. | 27,500 | $6.33M | 0.01% | +25,400+1,209.5% | Added |
| The PNC Financial Services Group, Inc. | 28,318 | $6.52M | 0.00% | −790−2.7% | Reduced |
| State Board of Administration of Florida Retirement System | 30,542 | $7.03M | 0.01% | −1,613−5.0% | Reduced |
| Quadrature Capital Ltd | 30,903 | $7.11M | 0.06% | +13,864+81.4% | Added |
| Barrier Capital Management, LLC | 31,696 | $7.29M | 5.33% | +31,696 | New |
| Canada Pension Plan Investment Board | 31,860 | $7.33M | 0.00% | +3,720+13.2% | Added |
| Baker Avenue Asset Management, LP | 31,987 | $7.36M | 0.14% | +1,205+3.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 32,095 | $7.40M | 0.01% | +23,546+275.4% | Added |
| Mercer Global Advisors Inc | 32,742 | $7.53M | 0.01% | +25,011+323.5% | Added |
| GHP Investment Advisors, Inc. | 33,187 | $7.64M | 0.28% | +5,977+22.0% | Added |
| Moran Wealth Management, LLC | 33,507 | $7.71M | 0.21% | +1,802+5.7% | Added |
| Gateway Investment Advisers LLC | 33,868 | $7.79M | 0.08% | +14,725+76.9% | Added |
| Van Eck Associates Corp | 34,151 | $7.86M | 0.00% | −1,815−5.0% | Reduced |
| Banyan Capital Management, Inc. | 34,282 | $7.89M | 3.43% | −545−1.6% | Reduced |
| American Century Companies Inc | 34,378 | $7.91M | 0.00% | +20,986+156.7% | Added |
| Bridgewater Associates, LP | 34,488 | $7.93M | 0.03% | +34,488 | New |
| Janney Montgomery Scott LLC | 34,568 | $7.95M | 0.02% | −3,625−9.5% | Reduced |
| Vanguard Asset Management, Ltd | 35,143 | $8.09M | 0.01% | +610+1.8% | Added |
| Algert Global LLC | 35,240 | $8.11M | 0.10% | +13,130+59.4% | Added |
| New York State Teachers Retirement System | 35,513 | $8.17M | 0.02% | +1,103+3.2% | Added |
| D. E. Shaw & Co., Inc. | 35,862 | $8.25M | 0.01% | +16,044+81.0% | Added |
| Stifel Financial Corp | 38,430 | $8.84M | 0.01% | −6,778−15.0% | Reduced |
| LPL Financial LLC | 38,479 | $8.85M | 0.00% | −15,301−28.5% | Reduced |
| Alliancebernstein L.P. | 43,065 | $9.34M | 0.00% | +446+1.0% | Added |
| American Capital Management Inc | 40,986 | $9.43M | 0.42% | −2,022−4.7% | Reduced |
| Systematic Financial Management LP | 41,445 | $9.54M | 0.19% | −2,044−4.7% | Reduced |
| California State Teachers Retirement System | 42,272 | $9.73M | 0.01% | −301−0.7% | Reduced |
| Huntleigh Advisors, Inc. | 42,952 | $9.88M | 1.38% | +1,995+4.9% | Added |
| Running Oak Capital LLC | 43,929 | $10.1M | 1.72% | −9,283−17.4% | Reduced |
| Saybrook Capital | 45,159 | $10.4M | 2.60% | −3,140−6.5% | Reduced |
| Franklin Resources Inc | 45,489 | $10.5M | 0.00% | +15,558+52.0% | Added |
| Capital Management Corp | 46,286 | $10.6M | 1.60% | +3,505+8.2% | Added |
| Mattern Capital Management, LLC | 46,828 | $10.8M | 1.26% | +120+0.3% | Added |
| Cerity Partners LLC | 46,932 | $10.8M | 0.01% | +32,545+226.2% | Added |
| Rockefeller Capital Management L.P. | 47,231 | $10.9M | 0.02% | +36,459+338.5% | Added |
| Willis Investment Counsel | 51,021 | $11.7M | 0.56% | +8,197+19.1% | Added |
| California Public Employees Retirement System | 51,067 | $11.7M | 0.01% | −22,543−30.6% | Reduced |
| Principal Financial Group Inc | 51,556 | $11.9M | 0.01% | +6,347+14.0% | Added |
| Hiddenite Capital Partners LP | 53,000 | $12.2M | 3.00% | +53,000 | New |
| Los Angeles Capital Management LLC | 53,485 | $12.3M | 0.05% | −81,765−60.5% | Reduced |
| Westwood Holdings Group Inc. | 54,429 | $12.5M | 0.09% | +1,979+3.8% | Added |
| Price T Rowe Associates Inc | 54,704 | $12.6M | 0.00% | −63−0.1% | Reduced |
| Financial Strategies Group, Inc. | 51,249 | $12.7M | 2.02% | −1,924−3.6% | Reduced |
| Monimus Capital Management, LP | 57,192 | $13.2M | 3.34% | +4,700+9.0% | Added |
| Earnest Partners LLC | 58,865 | $13.5M | 0.05% | +17,126+41.0% | Added |
| Trexquant Investment LP | 60,013 | $13.8M | 0.09% | +32,942+121.7% | Added |
| Creative Planning | 60,404 | $13.9M | 0.01% | +25,888+75.0% | Added |
| Amundi | 61,419 | $14.1M | 0.00% | −31,797−34.1% | Reduced |
| Royce & Associates LP | 62,914 | $14.5M | 0.12% | −2,225−3.4% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 63,478 | $14.7M | 0.02% | +903+1.4% | Added |
| Sone Capital Management, LLC | 64,630 | $14.9M | 1.13% | −2,022−3.0% | Reduced |
| Legal & General Group Plc | 65,071 | $15.0M | 0.00% | −12,355−16.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 65,443 | $15.1M | 0.01% | +6,587+11.2% | Added |
| Ameriprise Financial Inc | 66,554 | $15.3M | 0.00% | −389−0.6% | Reduced |
| Alyeska Investment Group, L.P. | 67,534 | $15.5M | 0.04% | +67,534 | New |
| GW&K Investment Management, LLC | 69,756 | $16.0M | 0.13% | −5,086−6.8% | Reduced |
| Swiss National Bank | 73,160 | $16.8M | 0.01% | −200−0.3% | Reduced |
| Ieq Capital, LLC | 74,386 | $17.1M | 0.08% | +74,386 | New |
| Capricorn Fund Managers Ltd | 74,500 | $17.1M | 1.37% | +74,500 | New |
| AE Wealth Management LLC | 74,546 | $17.2M | 0.08% | +72,212+3,093.9% | Added |
| Distillate Capital Partners LLC | 74,654 | $17.2M | 0.89% | +1,805+2.5% | Added |
| Vanguard Global Advisers, LLC | 74,939 | $17.2M | 0.01% | −4,007−5.1% | Reduced |
| Citigroup Inc | 75,765 | $17.4M | 0.01% | +36,733+94.1% | Added |
| Rhumbline Advisers | 77,559 | $17.8M | 0.01% | −8,668−10.1% | Reduced |
| Natixis Advisors, L.P. | 79,723 | $18.3M | 0.02% | −1,916−2.3% | Reduced |
| Ninety One North America, Inc. | 84,770 | $19.5M | 0.91% | −3,133−3.6% | Reduced |
| Two Sigma Investments, LP | 86,499 | $19.9M | 0.01% | −258,390−74.9% | Reduced |
| HSBC Holdings PLC | 87,108 | $20.0M | 0.01% | −2,673−3.0% | Reduced |