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 |
|---|---|---|---|---|---|
| Cerity Partners LLC | 46,932 | $10.8M | 0.01% | +32,545+226.2% | Added |
| Mattern Capital Management, LLC | 46,828 | $10.8M | 1.26% | +120+0.3% | Added |
| Capital Management Corp | 46,286 | $10.6M | 1.60% | +3,505+8.2% | Added |
| Franklin Resources Inc | 45,489 | $10.5M | 0.00% | +15,558+52.0% | Added |
| Saybrook Capital | 45,159 | $10.4M | 2.60% | −3,140−6.5% | Reduced |
| Running Oak Capital LLC | 43,929 | $10.1M | 1.72% | −9,283−17.4% | Reduced |
| Huntleigh Advisors, Inc. | 42,952 | $9.88M | 1.38% | +1,995+4.9% | Added |
| California State Teachers Retirement System | 42,272 | $9.73M | 0.01% | −301−0.7% | Reduced |
| Systematic Financial Management LP | 41,445 | $9.54M | 0.19% | −2,044−4.7% | Reduced |
| American Capital Management Inc | 40,986 | $9.43M | 0.42% | −2,022−4.7% | Reduced |
| Alliancebernstein L.P. | 43,065 | $9.34M | 0.00% | +446+1.0% | Added |
| LPL Financial LLC | 38,479 | $8.85M | 0.00% | −15,301−28.5% | Reduced |
| Stifel Financial Corp | 38,430 | $8.84M | 0.01% | −6,778−15.0% | Reduced |
| D. E. Shaw & Co., Inc. | 35,862 | $8.25M | 0.01% | +16,044+81.0% | Added |
| New York State Teachers Retirement System | 35,513 | $8.17M | 0.02% | +1,103+3.2% | Added |
| Algert Global LLC | 35,240 | $8.11M | 0.10% | +13,130+59.4% | Added |
| Vanguard Asset Management, Ltd | 35,143 | $8.09M | 0.01% | +610+1.8% | Added |
| Janney Montgomery Scott LLC | 34,568 | $7.95M | 0.02% | −3,625−9.5% | Reduced |
| Bridgewater Associates, LP | 34,488 | $7.93M | 0.03% | +34,488 | New |
| American Century Companies Inc | 34,378 | $7.91M | 0.00% | +20,986+156.7% | Added |
| Banyan Capital Management, Inc. | 34,282 | $7.89M | 3.43% | −545−1.6% | Reduced |
| Van Eck Associates Corp | 34,151 | $7.86M | 0.00% | −1,815−5.0% | Reduced |
| Gateway Investment Advisers LLC | 33,868 | $7.79M | 0.08% | +14,725+76.9% | Added |
| Moran Wealth Management, LLC | 33,507 | $7.71M | 0.21% | +1,802+5.7% | Added |
| GHP Investment Advisors, Inc. | 33,187 | $7.64M | 0.28% | +5,977+22.0% | Added |
| Mercer Global Advisors Inc | 32,742 | $7.53M | 0.01% | +25,011+323.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 32,095 | $7.40M | 0.01% | +23,546+275.4% | Added |
| Baker Avenue Asset Management, LP | 31,987 | $7.36M | 0.14% | +1,205+3.9% | Added |
| Canada Pension Plan Investment Board | 31,860 | $7.33M | 0.00% | +3,720+13.2% | Added |
| Barrier Capital Management, LLC | 31,696 | $7.29M | 5.33% | +31,696 | New |
| Quadrature Capital Ltd | 30,903 | $7.11M | 0.06% | +13,864+81.4% | Added |
| State Board of Administration of Florida Retirement System | 30,542 | $7.03M | 0.01% | −1,613−5.0% | Reduced |
| The PNC Financial Services Group, Inc. | 28,318 | $6.52M | 0.00% | −790−2.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 27,500 | $6.33M | 0.01% | +25,400+1,209.5% | Added |
| Manufacturers Life Insurance Company, The | 27,064 | $6.23M | 0.00% | +255+1.0% | Added |
| Pathstone Holdings, LLC | 26,483 | $6.10M | 0.02% | −335−1.2% | Reduced |
| Schroder Investment Management Group | 25,964 | $6.07M | 0.00% | +25,964 | New |
| Mirae Asset Global Investments Co., Ltd. | 25,879 | $5.95M | 0.01% | +2,415+10.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 24,168 | $5.56M | 0.02% | +3,247+15.5% | Added |
| Birch Capital Management, LLC | 23,747 | $5.46M | 2.67% | +7,899+49.8% | Added |
| Yousif Capital Management, LLC | 23,687 | $5.45M | 0.06% | +1,036+4.6% | Added |
| Russell Investments Group, Ltd. | 22,989 | $5.30M | 0.00% | +1,216+5.6% | Added |
| State of Wisconsin Investment Board | 22,866 | $5.26M | 0.01% | −4,348−16.0% | Reduced |
| SRS Capital Advisors, Inc. | 22,672 | $5.22M | 0.03% | +14,342+172.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 22,623 | $5.20M | 0.03% | +22,193+5,161.2% | Added |
| Hendershot Investments Inc. | 22,284 | $5.13M | 0.67% | −600−2.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 22,194 | $5.11M | 0.00% | +2,400+12.1% | Added |
| Fiera Capital Corp | 21,648 | $4.98M | 0.02% | −244,873−91.9% | Reduced |
| Kingsview Wealth Management, LLC | 21,530 | $4.95M | 0.06% | −8,660−28.7% | Reduced |
| GQG Partners LLC | 21,296 | $4.90M | 0.01% | +21,296 | New |
| New York State Common Retirement Fund | 21,127 | $4.86M | 0.01% | −800−3.6% | Reduced |
| Capital Fund Management S.A. | 20,711 | $4.77M | 0.03% | −27,205−56.8% | Reduced |
| Captrust Financial Advisors | 20,081 | $4.62M | 0.01% | +11,129+124.3% | Added |
| Macquarie Group Ltd | 19,634 | $4.52M | 0.02% | +18,411+1,505.4% | Added |
| Hendley & Co Inc | 19,128 | $4.40M | 1.56% | −692−3.5% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 18,722 | $4.31M | 0.01% | −687−3.5% | Reduced |
| AdvisorShares Investments LLC | 18,482 | $4.25M | 0.51% | −4,156−18.4% | Reduced |
| Truist Financial Corp | 17,745 | $4.08M | 0.00% | −1,617−8.4% | Reduced |
| Prudential Financial Inc | 17,663 | $4.06M | 0.00% | −120−0.7% | Reduced |
| Wendell David Associates Inc | 17,546 | $4.04M | 0.43% | −110−0.6% | Reduced |
| CI Private Wealth, LLC | 17,088 | $3.93M | 0.01% | +10,228+149.1% | Added |
| National Bank of Canada | 16,511 | $3.80M | 0.00% | +6,368+62.8% | Added |
| Assenagon Asset Management S.A. | 16,465 | $3.79M | 0.00% | +7,771+89.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 16,431 | $3.78M | 0.03% | +438+2.7% | Added |
| Deane Retirement Strategies, Inc. | 16,335 | $3.76M | 1.59% | +16,335 | New |
| Great West Life Assurance Co | 16,169 | $3.72M | 0.01% | +471+3.0% | Added |
| Brown Advisory Inc | 16,140 | $3.71M | 0.01% | +9,084+128.7% | Added |
| Jupiter Topco LLC | 16,105 | $3.71M | 0.00% | +16,105 | New |
| Advisor Group Holdings, Inc. | 15,935 | $3.67M | 0.00% | +1,191+8.1% | Added |
| Te Ahumairangi Investment Management Ltd | 15,817 | $3.64M | 0.59% | −1,340−7.8% | Reduced |
| Citadel Advisors LLC | 15,712 | $3.62M | 0.00% | −243,283−93.9% | Reduced |
| Marks Group Wealth Management, Inc | 15,590 | $3.59M | 0.31% | −8,334−34.8% | Reduced |
| Treasurer of the State of North Carolina | 15,420 | $3.55M | 0.01% | −610−3.8% | Reduced |
| Guggenheim Capital LLC | 15,223 | $3.50M | 0.02% | +6,341+71.4% | Added |
| Taylor Hoffman Capital Management LLC | 15,136 | $3.48M | 0.85% | +3,894+34.6% | Added |
| Papp L Roy & Associates | 14,896 | $3.43M | 0.36% | −485−3.2% | Reduced |
| Colony Group, LLC | 14,594 | $3.36M | 0.00% | +11,941+450.1% | Added |
| SEI Investments Co | 14,585 | $3.36M | 0.00% | −59,414−80.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,577 | $3.35M | 0.01% | −1,405−8.8% | Reduced |
| Bannerstone Capital Management, LLC | 13,729 | $3.16M | 2.66% | 00.0% | Unchanged |
| Interval Partners, LP | 13,569 | $3.12M | 0.10% | −7,953−37.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 13,492 | $3.10M | 0.02% | +7,522+126.0% | Added |
| O'Shaughnessy Asset Management, LLC | 13,134 | $3.02M | 0.01% | +5,409+70.0% | Added |
| Sanctuary Advisors, LLC | 12,988 | $2.99M | 0.01% | −14−0.1% | Reduced |
| State of Alaska, Department of Revenue | 12,899 | $2.97M | 0.03% | −1,215−8.6% | Reduced |
| CastleKnight Management LP | 12,700 | $2.92M | 0.11% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 12,631 | $2.91M | 0.01% | −1,100−8.0% | Reduced |
| State of New Jersey Common Pension Fund D | 12,575 | $2.89M | 0.01% | −117−0.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 12,337 | $2.84M | 0.01% | +8,860+254.8% | Added |
| CIBC Bancorp USA Inc. | 12,133 | $2.79M | 0.00% | −2,984−19.7% | Reduced |
| Regal Investment Advisors LLC | 12,125 | $2.79M | 0.14% | −82−0.7% | Reduced |
| Fifth Third Bancorp | 12,038 | $2.77M | 0.00% | −31−0.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 11,829 | $2.72M | 0.12% | −872−6.9% | Reduced |
| Public Employees Retirement System of Ohio | 11,762 | $2.71M | 0.01% | −996−7.8% | Reduced |
| Nisa Investment Advisors, LLC | 11,409 | $2.62M | 0.01% | +371+3.4% | Added |
| Merit Financial Group, LLC | 11,166 | $2.57M | 0.02% | +6,863+159.5% | Added |
| Numerai GP LLC | 11,033 | $2.54M | 0.21% | −16−0.1% | Reduced |
| Baird Financial Group, Inc. | 11,010 | $2.53M | 0.00% | −6,134−35.8% | Reduced |
| BCGM Wealth Management, LLC | 10,992 | $2.53M | 0.53% | +10,992 | New |
| Azzad Asset Management Inc | 10,991 | $2.53M | 0.22% | +7,397+205.8% | Added |