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 |
|---|---|---|---|---|---|
| SG Americas Securities, LLC | 88,744 | $20.4M | 0.01% | +17,824+25.1% | Added |
| Mariner, LLC | 90,711 | $20.9M | 0.02% | +64,658+248.2% | Added |
| Envestnet Asset Management Inc | 92,107 | $21.2M | 0.00% | +815+0.9% | Added |
| Barclays PLC | 98,906 | $22.8M | 0.01% | −30,244−23.4% | Reduced |
| Balyasny Asset Management LLC | 99,341 | $22.9M | 0.04% | +99,341 | New |
| First Trust Advisors LP | 103,988 | $23.9M | 0.01% | +55,531+114.6% | Added |
| UBS Asset Management Americas Inc | 117,804 | $27.1M | 0.00% | −19,884−14.4% | Reduced |
| JPMorgan Chase & Co | 117,632 | $27.9M | 0.00% | −5,420−4.4% | Reduced |
| HighTower Advisors, LLC | 121,962 | $28.1M | 0.03% | +3,147+2.6% | Added |
| Quantinno Capital Management LP | 123,669 | $28.5M | 0.03% | +56,716+84.7% | Added |
| Nuveen, LLC | 124,649 | $28.7M | 0.01% | −6,456−4.9% | Reduced |
| Millennium Management LLC | 134,039 | $30.8M | 0.02% | +75,596+129.3% | Added |
| BNP Paribas Arbitrage, SA | 134,437 | $30.9M | 0.02% | +49,892+59.0% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 135,376 | $31.1M | 0.24% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 144,428 | $33.2M | 0.14% | −14,919−9.4% | Reduced |
| HRT Financial LP | 144,762 | $33.3M | 0.06% | −1,890−1.3% | Reduced |
| LSV Asset Management | 146,659 | $33.7M | 0.06% | +142,579+3,494.6% | Added |
| Longaeva Partners L.P. | 146,725 | $33.8M | 0.97% | +146,725 | New |
| Raymond James Financial Inc | 148,732 | $34.2M | 0.01% | −3,297−2.2% | Reduced |
| Royal London Asset Management Ltd | 149,640 | $34.4M | 0.06% | −4,324−2.8% | Reduced |
| Nomura Asset Management Co Ltd | 155,621 | $35.8M | 0.08% | +20,538+15.2% | Added |
| Everett Harris & Co | 160,592 | $36.9M | 0.45% | +7,855+5.1% | Added |
| McDonald Capital Investors Inc | 175,541 | $40.4M | 2.95% | −12,600−6.7% | Reduced |
| Bank of Montreal | 177,354 | $40.8M | 0.02% | −390,112−68.7% | Reduced |
| Deutsche Bank AG | 187,400 | $43.1M | 0.01% | −9,914−5.0% | Reduced |
| Royal Bank of Canada | 191,613 | $44.1M | 0.01% | +1,598+0.8% | Added |
| Heron Bay Capital Management | 196,176 | $45.1M | 4.09% | −33,126−14.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 198,297 | $45.6M | 0.09% | −6,299−3.1% | Reduced |
| CBOE Vest Financial, LLC | 202,058 | $46.5M | 0.49% | +19,802+10.9% | Added |
| Vanguard Fiduciary Trust Co | 204,568 | $47.1M | 0.01% | −4,952−2.4% | Reduced |
| FMR LLC | 207,400 | $47.7M | 0.00% | +96,477+87.0% | Added |
| Norges Bank | 208,310 | $47.9M | 0.00% | +208,310 | New |
| Susquehanna International Group, LLP | 212,342 | $48.9M | 0.04% | +148,612+233.2% | Added |
| Ranmore Fund Management Ltd | 223,991 | $51.5M | 5.71% | +38,000+20.4% | Added |
| Yacktman Asset Management LP | 229,620 | $52.8M | 0.65% | +3,746+1.7% | Added |
| Ariel Investments, LLC | 234,096 | $53.9M | 0.54% | +9,049+4.0% | Added |
| Boston Trust Walden Corp | 242,449 | $55.8M | 0.42% | −13,355−5.2% | Reduced |
| State of Michigan Retirement System | 265,428 | $61.1M | 0.27% | +20,905+8.5% | Added |
| Jane Street Group, LLC | 277,855 | $63.9M | 0.04% | +229,722+477.3% | Added |
| Equity Investment Corp | 285,233 | $65.6M | 1.25% | −2,384−0.8% | Reduced |
| Bank of New York Mellon Corp | 298,101 | $68.6M | 0.01% | +4,010+1.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 301,875 | $69.5M | 0.19% | +301,875 | New |
| Gotham Asset Management, LLC | 324,096 | $74.6M | 0.17% | +50,817+18.6% | Added |
| Dimensional Fund Advisors LP | 327,779 | $75.4M | 0.01% | −34,863−9.6% | Reduced |
| Shapiro Capital Management LLC | 348,359 | $80.2M | 4.86% | +17,818+5.4% | Added |
| Capital World Investors | 350,319 | $80.6M | 0.01% | +350,319 | New |
| Northern Trust Corp | 362,277 | $83.4M | 0.01% | +15,109+4.4% | Added |
| Wells Fargo & Company | 369,718 | $85.1M | 0.01% | −323,513−46.7% | Reduced |
| Marshall Wace, LLP | 403,312 | $92.8M | 0.08% | −387,517−49.0% | Reduced |
| UBS Group AG | 407,914 | $93.9M | 0.01% | +44,099+12.1% | Added |
| Charles Schwab Investment Management Inc | 504,351 | $116.0M | 0.02% | +31,221+6.6% | Added |
| Goldman Sachs Group Inc | 600,225 | $138.1M | 0.01% | +57,402+10.6% | Added |
| Arrowstreet Capital, Limited Partnership | 601,136 | $138.3M | 0.06% | +223,210+59.1% | Added |
| ProShare Advisors LLC | 681,037 | $156.7M | 0.23% | +85,035+14.3% | Added |
| Bank of America Corp | 765,564 | $176.1M | 0.01% | −77,151−9.2% | Reduced |
| Invesco Ltd. | 954,411 | $219.6M | 0.02% | −117,252−10.9% | Reduced |
| Morgan Stanley | 1,100,714 | $253.3M | 0.01% | +50,394+4.8% | Added |
| Ninety One UK Ltd | 1,189,240 | $273.6M | 0.61% | −5,756−0.5% | Reduced |
| Geode Capital Management, LLC | 1,380,700 | $317.3M | 0.02% | +238,365+20.9% | Added |
| Loomis Sayles & Co L P | 1,439,274 | $331.1M | 0.42% | −38,754−2.6% | Reduced |
| AQR Capital Management LLC | 1,675,700 | $385.5M | 0.13% | +1,368,158+444.9% | Added |
| Vanguard Portfolio Management LLC | 1,781,324 | $409.8M | 0.02% | −25,368−1.4% | Reduced |
| State Street Corp | 1,873,867 | $431.1M | 0.01% | −24,534−1.3% | Reduced |
| Vanguard Capital Management LLC | 2,379,691 | $547.5M | 0.01% | −28,945−1.2% | Reduced |
| BlackRock, Inc. | 2,858,389 | $657.7M | 0.01% | +32,566+1.2% | Added |
| Bamco Inc | 4,200,856 | $966.5M | 1.45% | +444,269+11.8% | Added |
| Coppell Advisory Solutions LLC | 6 | – | – | +6 | New |
| StonePine Asset Management Inc. | 0 | $0 | 0.00% | −387,784−100.0% | Sold out |
| Regents of the University of California | 0 | $0 | 0.00% | −226,375−100.0% | Sold out |
| Investment House LLC | 0 | $0 | 0.00% | −54,789−100.0% | Sold out |
| Compass Rose Asset Management, LP | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Kinsale Capital Group, Inc. | 0 | $0 | 0.00% | −22,418−100.0% | Sold out |
| Canoe Financial LP | 0 | $0 | 0.00% | −19,915−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −19,039−100.0% | Sold out |
| Militia Capital Management LLC | 0 | $0 | 0.00% | −16,640−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −18,280−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −15,432−100.0% | Sold out |
| Seizert Capital Partners, LLC | 0 | $0 | 0.00% | −10,124−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −9,444−100.0% | Sold out |
| Somerset Trust Co | 0 | $0 | 0.00% | −9,060−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −8,103−100.0% | Sold out |
| Nicholson Wealth Management Group, LLC | 0 | $0 | 0.00% | −6,344−100.0% | Sold out |
| Ticino Wealth | 0 | $0 | 0.00% | −5,460−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −5,168−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −3,645−100.0% | Sold out |
| Pacific Point Advisors, LLC | 0 | $0 | 0.00% | −3,455−100.0% | Sold out |
| MOKAN Wealth Management Inc. | 0 | $0 | 0.00% | −3,190−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −3,142−100.0% | Sold out |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −2,943−100.0% | Sold out |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −2,827−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −2,798−100.0% | Sold out |
| Knollwood Investment Advisory, LLC | 0 | $0 | 0.00% | −2,550−100.0% | Sold out |
| Robertson Stephens Wealth Management, LLC | 0 | $0 | 0.00% | −2,524−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −2,491−100.0% | Sold out |
| Board of the Pension Protection Fund | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| Trail Ridge Investment Advisors, LLC | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −2,150−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −2,120−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −2,019−100.0% | Sold out |