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 |
|---|---|---|---|---|---|
| Natixis | 10,928 | $2.51M | 0.01% | +10,928 | New |
| CIBC World Markets Inc. | 10,635 | $2.45M | 0.00% | +588+5.9% | Added |
| Paralel Advisors LLC | 10,624 | $2.44M | 0.09% | +10,624 | New |
| Rafferty Asset Management, LLC | 10,611 | $2.44M | 0.01% | +1,593+17.7% | Added |
| Banco Santander, S.A. | 10,571 | $2.43M | 0.02% | +2,100+24.8% | Added |
| Metatron Capital SICAV plc - Metatron Long Term Equity Fund | 10,400 | $2.39M | 1.17% | +10,400 | New |
| Czech National Bank | 10,370 | $2.39M | 0.01% | +266+2.6% | Added |
| Public Sector Pension Investment Board | 10,365 | $2.38M | 0.01% | −174−1.7% | Reduced |
| XTX Topco Ltd | 10,295 | $2.37M | 0.03% | −8,885−46.3% | Reduced |
| SIH Partners, LLLP | 10,269 | $2.36M | 0.10% | +10,269 | New |
| Sivia Capital Partners, LLC | 10,164 | $2.34M | 0.28% | +10,164 | New |
| State of Tennessee, Treasury Department | 10,145 | $2.33M | 0.01% | −4,490−30.7% | Reduced |
| Neuberger Berman Group LLC | 10,081 | $2.32M | 0.00% | +4,112+68.9% | Added |
| Arizona State Retirement System | 10,052 | $2.31M | 0.01% | −141−1.4% | Reduced |
| Truffle Hound Capital, LLC | 10,000 | $2.30M | 1.45% | +10,000 | New |
| IMC-Chicago, LLC | 9,782 | $2.25M | 0.02% | +6,373+186.9% | Added |
| New York Life Investment Management LLC | 9,643 | $2.22M | 0.02% | +227+2.4% | Added |
| Freestone Grove Partners LP | 9,470 | $2.18M | 0.01% | +9,470 | New |
| Vanguard Investments Australia, Ltd. | 9,461 | $2.18M | 0.01% | +36+0.4% | Added |
| Commonwealth Equity Services, LLC | 9,427 | $2.17M | 0.00% | +3,851+69.1% | Added |
| Summit Trail Advisors, LLC | 9,403 | $2.16M | 0.03% | +1,052+12.6% | Added |
| Ensign Peak Advisors, Inc | 9,233 | $2.12M | 0.00% | +1,708+22.7% | Added |
| Resona Asset Management Co.,Ltd. | 8,942 | $2.09M | 0.01% | +1,401+18.6% | Added |
| Moore Capital Management, LP | 9,074 | $2.09M | 0.05% | +9,074 | New |
| Sora Investors LLC | 9,002 | $2.07M | 0.16% | +9,002 | New |
| Total Wealth Planning & Management, Inc. | 8,993 | $2.07M | 1.50% | −1,614−15.2% | Reduced |
| Brinker Capital Investments, LLC | 8,877 | $2.04M | 0.02% | +3,508+65.3% | Added |
| AIMZ Investment Advisors, LLC | 8,780 | $2.02M | 0.56% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 9,755 | $1.99M | 0.00% | 00.0% | Unchanged |
| Aurora Investment Counsel | 8,616 | $1.98M | 1.02% | −390−4.3% | Reduced |
| Drucker Wealth 3.0, LLC | 8,519 | $1.96M | 0.31% | +2,097+32.7% | Added |
| Parr McKnight Wealth Management Group, LLC | 8,514 | $1.96M | 0.23% | +13+0.2% | Added |
| Harbor Capital Advisors, Inc. | 8,447 | $1.94M | 0.13% | +8,447 | New |
| Brighton Jones LLC | 8,361 | $1.92M | 0.04% | +6,698+402.8% | Added |
| Cetera Investment Advisers | 8,351 | $1.92M | 0.00% | +1,536+22.5% | Added |
| MetLife Investment Management | 8,330 | $1.92M | 0.01% | −453−5.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 8,304 | $1.91M | 0.00% | +2,862+52.6% | Added |
| KLP Kapitalforvaltning AS | 8,280 | $1.91M | 0.01% | 00.0% | Unchanged |
| Omers Administration Corp | 8,180 | $1.88M | 0.01% | +90+1.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,047 | $1.85M | 0.01% | −595−6.9% | Reduced |
| CIBC Asset Management Inc | 8,035 | $1.85M | 0.00% | −316−3.8% | Reduced |
| Verition Fund Management LLC | 7,965 | $1.83M | 0.01% | −4,102−34.0% | Reduced |
| Poehling Capital Management, LLC | 7,873 | $1.81M | 0.39% | −4−0.1% | Reduced |
| Retirement Systems of Alabama | 7,652 | $1.76M | 0.01% | −226−2.9% | Reduced |
| Argo Wealth Advisory, LLC | 7,630 | $1.76M | 0.97% | +241+3.3% | Added |
| Fairtree Asset Management (Pty) Ltd | 7,602 | $1.75M | 0.67% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 7,511 | $1.73M | 0.00% | −895−10.6% | Reduced |
| US Bancorp | 7,507 | $1.73M | 0.00% | −646−7.9% | Reduced |
| Atria Investments LLC | 7,417 | $1.71M | 0.02% | −706−8.7% | Reduced |
| Toronto Dominion Bank | 7,358 | $1.69M | 0.00% | −3,006−29.0% | Reduced |
| Toroso Investments, LLC | 7,314 | $1.68M | 0.00% | +2,142+41.4% | Added |
| Wedbush Securities Inc | 7,248 | $1.67M | 0.04% | +409+6.0% | Added |
| Nordea Investment Management AB | 7,245 | $1.65M | 0.00% | +7,245 | New |
| Voya Investment Management LLC | 7,160 | $1.65M | 0.00% | −250−3.4% | Reduced |
| Alamar Capital Management, LLC | 7,145 | $1.64M | 0.83% | +7,145 | New |
| Allspring Global Investments Holdings, LLC | 6,479 | $1.59M | 0.00% | −9,315−59.0% | Reduced |
| Morningstar Investment Management LLC | 7,299 | $1.58M | 0.10% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6,818 | $1.57M | 0.04% | −3,009−30.6% | Reduced |
| JustInvest LLC | 6,719 | $1.55M | 0.01% | +701+11.6% | Added |
| Amalgamated Bank | 6,714 | $1.54M | 0.01% | −131−1.9% | Reduced |
| NEOS Investment Management LLC | 6,387 | $1.47M | 0.01% | +981+18.1% | Added |
| GWM Advisors LLC | 6,358 | $1.46M | 0.00% | +2,959+87.1% | Added |
| Rothschild Investment LLC | 6,324 | $1.46M | 0.05% | +5,806+1,120.8% | Added |
| MAI Capital Management | 6,267 | $1.44M | 0.01% | +4,630+282.8% | Added |
| Bath Savings Trust Co | 6,213 | $1.43M | 0.15% | −4,523−42.1% | Reduced |
| Coastal Bridge Advisors, LLC | 6,160 | $1.42M | 0.09% | −182−2.9% | Reduced |
| Eukles Asset Management | 6,149 | $1.41M | 0.58% | −424−6.5% | Reduced |
| Bright Rock Capital Management, LLC | 6,000 | $1.38M | 0.28% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 5,989 | $1.38M | 0.01% | +3,348+126.8% | Added |
| Taylor Frigon Capital Management LLC | 5,951 | $1.37M | 0.64% | +126+2.2% | Added |
| HB Wealth Management, LLC | 5,909 | $1.36M | 0.01% | +2,560+76.4% | Added |
| Woodline Partners LP | 5,872 | $1.35M | 0.00% | +58+1.0% | Added |
| TD Asset Management Inc | 5,804 | $1.34M | 0.00% | −540−8.5% | Reduced |
| Third View Private Wealth, LLC | 5,766 | $1.33M | 0.16% | −321−5.3% | Reduced |
| Vident Advisory, LLC | 5,667 | $1.30M | 0.01% | −1,750−23.6% | Reduced |
| Nomura Holdings Inc | 5,570 | $1.28M | 0.01% | −32,504−85.4% | Reduced |
| Decatur Capital Management, Inc. | 5,500 | $1.27M | 0.43% | +5,500 | New |
| Warren Averett Asset Management, LLC | 5,399 | $1.24M | 0.01% | +1,300+31.7% | Added |
| ICW Investment Advisors LLC | 5,358 | $1.23M | 0.43% | −35−0.6% | Reduced |
| Victory Capital Management Inc | 5,323 | $1.22M | 0.00% | −39−0.7% | Reduced |
| Jones Financial Companies LLLP | 5,269 | $1.22M | 0.00% | +439+9.1% | Added |
| Skylands Capital, LLC | 5,300 | $1.22M | 0.15% | +600+12.8% | Added |
| 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 |
| Jefferies Financial Group Inc. | 5,113 | $1.18M | 0.01% | +5,113 | New |
| Allstate Corp | 5,107 | $1.18M | 0.01% | −2,317−31.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,891 | $1.13M | 0.00% | −7,752−61.3% | Reduced |
| Buckingham Strategic Partners | 4,834 | $1.11M | 0.01% | +3,410+239.5% | Added |
| Savvy Advisors, Inc. | 4,830 | $1.11M | 0.02% | +567+13.3% | Added |
| Swiss Life Asset Management Ltd | 4,824 | $1.11M | 0.00% | −41−0.8% | Reduced |
| Lazard Asset Management LLC | 4,735 | $1.09M | 0.00% | +4,735 | New |
| Blair William & Co | 4,707 | $1.08M | 0.00% | +2,941+166.5% | Added |
| Chicago Partners Investment Group LLC | 4,436 | $1.08M | 0.02% | +1,968+79.7% | Added |
| Oak Thistle LLC | 4,650 | $1.07M | 0.10% | +1,095+30.8% | Added |
| Sepio Capital, LP | 4,592 | $1.06M | 0.05% | −269−5.5% | Reduced |
| Lafayette Investments, Inc. | 4,548 | $1.05M | 0.19% | +24+0.5% | Added |
| M&T Bank Corp | 4,521 | $1.04M | 0.00% | −2,395−34.6% | Reduced |
| Oregon Public Employees Retirement Fund | 4,480 | $1.03M | 0.01% | +232+5.5% | Added |
| Advisory Services Network, LLC | 4,420 | $1.02M | 0.01% | −165−3.6% | Reduced |
| Bull Harbor Capital LLC | 4,348 | $1.00M | 0.20% | +4,348 | New |