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 |
|---|---|---|---|---|---|
| Krilogy Financial LLC | 4,338 | $998.1K | 0.03% | +2,546+142.1% | Added |
| Mission Wealth Management, LP | 4,211 | $968.8K | 0.01% | +1,577+59.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,205 | $967.5K | 0.01% | −5,545−56.9% | Reduced |
| Hunter Perkins Capital Management, LLC | 4,182 | $962.0K | 0.22% | −7,282−63.5% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 4,146 | $953.9K | 0.01% | +2,746+196.1% | Added |
| Resources Investment Advisors, LLC. | 4,138 | $952.1K | 0.01% | −1,293−23.8% | Reduced |
| Xponance, Inc. | 4,112 | $946.1K | 0.01% | −332−7.5% | Reduced |
| Caisse de Depot Et Placement du Quebec | 4,080 | $938.7K | 0.00% | −840−17.1% | Reduced |
| Cascades Capital Asset Management, LLC | 4,043 | $930.2K | 0.34% | +10.0% | Added |
| Longfellow Investment Management Co LLC | 4,000 | $920.3K | 0.19% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 3,951 | $909.0K | 0.03% | +287+7.8% | Added |
| MML Investors Services, LLC | 3,931 | $904.4K | 0.00% | −100−2.5% | Reduced |
| Ethic Inc. | 3,913 | $900.2K | 0.01% | +1,904+94.8% | Added |
| Dean Investment Associates, LLC | 3,898 | $896.9K | 0.12% | +167+4.5% | Added |
| Caitlin John, LLC | 3,865 | $889.3K | 0.49% | +2,320+150.2% | Added |
| Sequoia Financial Advisors, LLC | 3,834 | $882.2K | 0.00% | +875+29.6% | Added |
| Chicago Capital, LLC | 3,791 | $872.2K | 0.02% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 3,789 | $871.8K | 0.01% | +414+12.3% | Added |
| Pallas Capital Advisors LLC | 3,779 | $869.5K | 0.03% | +3,779 | New |
| Mutual of America Capital Management LLC | 3,751 | $863.0K | 0.01% | −194−4.9% | Reduced |
| Public Employees Retirement Association of Colorado | 3,750 | $863.0K | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 3,684 | $847.6K | 0.00% | +726+24.5% | Added |
| Advisory Alpha, LLC | 3,669 | $844.3K | 0.02% | +1,317+56.0% | Added |
| Penserra Capital Management LLC | 3,561 | $818.0K | 0.01% | −444−11.1% | Reduced |
| Commerce Bank | 3,546 | $815.9K | 0.00% | +123+3.6% | Added |
| Indivisible Partners | 3,535 | $813.3K | 0.05% | +441+14.3% | Added |
| United Capital Financial Advisers, LLC | 3,465 | $797.2K | 0.00% | +428+14.1% | Added |
| Sterling Capital Management LLC | 3,421 | $787.1K | 0.01% | −278−7.5% | Reduced |
| Bridgefront Capital, LLC | 3,398 | $781.8K | 0.21% | +2,330+218.2% | Added |
| Sanibel Captiva Trust Company, Inc. | 3,348 | $770.3K | 0.02% | −935−21.8% | Reduced |
| Man Group plc | 3,340 | $768.5K | 0.00% | −83,807−96.2% | Reduced |
| Norden Group LLC | 3,340 | $768.5K | 0.06% | +1,992+147.8% | Added |
| Benjamin Edwards Inc | 3,324 | $764.8K | 0.01% | +1,955+142.8% | Added |
| Evolve Private Wealth, LLC | 3,315 | $762.8K | 0.05% | +3,315 | New |
| Y-Intercept (Hong Kong) Ltd | 3,280 | $754.7K | 0.01% | −17,015−83.8% | Reduced |
| Ilex Capital Partners (UK) LLP | 3,237 | $744.8K | 0.02% | +3,237 | New |
| Linden Thomas Advisory Services, LLC | 3,224 | $741.8K | 0.06% | −3,604−52.8% | Reduced |
| Pacer Advisors, Inc. | 3,181 | $732.0K | 0.00% | −602−15.9% | Reduced |
| Ridgewood Investments LLC | 3,168 | $728.9K | 0.27% | −53−1.6% | Reduced |
| Daiwa Securities Group Inc. | 3,150 | $724.8K | 0.00% | +126+4.2% | Added |
| Lido Advisors, LLC | 3,130 | $720.4K | 0.00% | +1,929+160.6% | Added |
| Nicholas Hoffman & Company, LLC. | 3,088 | $710.5K | 0.01% | −60−1.9% | Reduced |
| denkapparat Operations GmbH | 3,088 | $710.5K | 0.23% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 3,076 | $707.7K | 0.16% | +3,076 | New |
| Guardian Wealth Advisors, LLC | 3,048 | $701.3K | 0.35% | +205+7.2% | Added |
| PDT Partners, LLC | 3,000 | $690.2K | 0.04% | +3,000 | New |
| Northwestern Mutual Wealth Management Co | 2,960 | $681.1K | 0.00% | −20−0.7% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 2,958 | $680.6K | 0.25% | +166+5.9% | Added |
| Portside Wealth Group, LLC | 2,946 | $677.9K | 0.08% | +454+18.2% | Added |
| Spinnaker Trust | 2,903 | $667.9K | 0.03% | +10.0% | Added |
| Teachers Retirement System of the State of Kentucky | 2,892 | $665.0K | 0.00% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 2,886 | $664.1K | 0.05% | +16+0.6% | Added |
| Waddell & Associates, LLC | 2,869 | $660.1K | 0.03% | +2,869 | New |
| Credit Agricole S A | 2,865 | $659.2K | 0.00% | +684+31.4% | Added |
| Mizuho Securities USA LLC | 2,852 | $656.2K | 0.01% | +609+27.2% | Added |
| Radnor Capital Management, LLC | 2,845 | $654.6K | 0.09% | +25+0.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 2,785 | $640.8K | 0.10% | −31−1.1% | Reduced |
| Sage Private Wealth Group, LLC | 2,752 | $633.1K | 0.28% | −121−4.2% | Reduced |
| Arkadios Wealth Advisors | 2,750 | $632.7K | 0.01% | −296−9.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 2,653 | $610.4K | 0.00% | +2,653 | New |
| Ci Investments Inc. | 2,596 | $597.3K | 0.00% | +854+49.0% | Added |
| Crossmark Global Holdings, Inc. | 2,588 | $595.4K | 0.01% | +2,588 | New |
| Oppenheimer Asset Management Inc. | 2,580 | $593.6K | 0.01% | +690+36.5% | Added |
| Allworth Financial LP | 2,566 | $590.5K | 0.00% | +1,775+224.4% | Added |
| Wakefield Asset Management LLLP | 2,566 | $590.4K | 0.13% | +2,566 | New |
| Mather Group, LLC. | 2,562 | $589.5K | 0.01% | +175+7.3% | Added |
| Apollon Wealth Management, LLC | 2,543 | $585.2K | 0.01% | +1,091+75.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 2,539 | $584.0K | 0.00% | +129+5.4% | Added |
| Logan Capital Management Inc | 2,535 | $583.3K | 0.02% | +2,535 | New |
| Henshaw Capital LLC | 2,531 | $582.3K | 0.02% | +13+0.5% | Added |
| UniSuper Management Pty Ltd | 2,518 | $579.3K | 0.00% | −4,645−64.8% | Reduced |
| Oppenheimer & Co Inc | 2,515 | $578.7K | 0.01% | −1,863−42.6% | Reduced |
| Private Advisor Group, LLC | 2,488 | $572.4K | 0.00% | +336+15.6% | Added |
| Illinois Municipal Retirement Fund | 2,474 | $569.2K | 0.01% | −175−6.6% | Reduced |
| Citizens Financial Group Inc | 2,439 | $561.1K | 0.01% | +2,439 | New |
| Kesler, Norman & Wride, LLC | 2,423 | $557.6K | 0.09% | −42−1.7% | Reduced |
| Thrivent Financial for Lutherans | 2,410 | $554.0K | 0.00% | −7,853−76.5% | Reduced |
| Empirical Asset Management, LLC | 2,399 | $552.0K | 0.12% | +145+6.4% | Added |
| Connable Office Inc | 2,390 | $549.9K | 0.05% | 00.0% | Unchanged |
| Independent Advisor Alliance | 2,331 | $536.3K | 0.01% | −38−1.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 2,213 | $535.3K | 0.01% | +2,213 | New |
| Fideuram Asset Management (Ireland) dac | 2,365 | $534.8K | 0.01% | +2,365 | New |
| AlphaCore Capital LLC | 2,310 | $531.5K | 0.01% | +2,310 | New |
| Savant Capital, LLC | 2,275 | $525.5K | 0.00% | +433+23.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 2,278 | $524.1K | 0.00% | −51−2.2% | Reduced |
| Caerus Investment Advisors, LLC | 2,251 | $517.9K | 0.17% | +1,285+133.0% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 2,239 | $515.1K | 0.00% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 2,235 | $514.2K | 0.11% | −282−11.2% | Reduced |
| Amica Mutual Insurance Co | 2,216 | $510.0K | 0.04% | +1,030+86.8% | Added |
| Concurrent Investment Advisors, LLC | 2,198 | $505.7K | 0.00% | +36+1.7% | Added |
| Eads & Heald Wealth Management | 2,194 | $504.8K | 0.25% | −182−7.7% | Reduced |
| Vise Technologies, Inc. | 2,186 | $503.1K | 0.01% | +1,008+85.6% | Added |
| Stiles Financial Services Inc | 2,173 | $500.0K | 0.13% | −657−23.2% | Reduced |
| Daymark Wealth Partners, LLC | 2,146 | $493.7K | 0.01% | +658+44.2% | Added |
| Everence Capital Management Inc | 2,139 | $492.0K | 0.03% | 00.0% | Unchanged |
| Ahara Advisors LLC | 2,123 | $488.5K | 0.33% | +350+19.7% | Added |
| Prospera Financial Services Inc | 2,110 | $486.6K | 0.01% | +23+1.1% | Added |
| Marathon Capital Management | 2,096 | $482.3K | 0.10% | +812+63.2% | Added |
| Venturi Wealth Management, LLC | 2,077 | $477.9K | 0.02% | +257+14.1% | Added |
| Seelaus Asset Management LLC | 2,071 | $476.5K | 0.33% | −74−3.4% | Reduced |