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 |
|---|---|---|---|---|---|
| Teacher Retirement System of Texas | 2,065 | $475.1K | 0.00% | +2,065 | New |
| Wedmont Private Capital | 1,872 | $462.6K | 0.01% | +507+37.1% | Added |
| Hartford Investment Management Co | 2,007 | $461.8K | 0.01% | −85−4.1% | Reduced |
| Vinva Investment Management Ltd | 1,339 | $454.6K | 0.00% | +1,339 | New |
| Transcend Wealth Collective, LLC | 1,969 | $453.0K | 0.03% | +1,969 | New |
| Milestone Asset Management Group, LLC | 1,968 | $452.8K | 0.23% | −1−0.1% | Reduced |
| Argent Capital Management LLC | 1,955 | $449.8K | 0.01% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 1,938 | $445.9K | 0.02% | −3,312−63.1% | Reduced |
| Louisiana State Employees Retirement System | 1,900 | $437.2K | 0.01% | 00.0% | Unchanged |
| Utah Retirement Systems | 1,889 | $434.6K | 0.00% | −118−5.9% | Reduced |
| Maryland State Retirement & Pension System | 1,873 | $430.9K | 0.01% | 00.0% | Unchanged |
| Caxton Associates LLP | 1,869 | $430.0K | 0.01% | −20,757−91.7% | Reduced |
| Kinneret Advisory, LLC | 1,864 | $428.9K | 0.03% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 1,849 | $425.5K | 0.01% | −2,870−60.8% | Reduced |
| Asset Management One Co.,Ltd. | 1,840 | $423.3K | 0.00% | +11+0.6% | Added |
| KBC Group NV | 1,814 | $417.0K | 0.00% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 1,807 | $415.8K | 0.01% | +395+28.0% | Added |
| Argonautica Private Wealth Management, Inc | 1,804 | $415.1K | 0.10% | +91+5.3% | Added |
| New Mexico Educational Retirement Board | 1,800 | $414.0K | 0.01% | +100+5.9% | Added |
| Mutual Advisors, LLC | 1,799 | $413.9K | 0.01% | −141−7.3% | Reduced |
| Valmark Advisers, Inc. | 1,783 | $410.2K | 0.00% | −94−5.0% | Reduced |
| Bank of Nova Scotia | 1,776 | $408.6K | 0.00% | −1,014−36.3% | Reduced |
| EverSource Wealth Advisors, LLC | 1,767 | $406.6K | 0.01% | +1,077+156.1% | Added |
| Squarepoint Ops LLC | 1,733 | $398.7K | 0.00% | −42,043−96.0% | Reduced |
| Leonteq Securities AG | 1,715 | $394.6K | 0.02% | −12−0.7% | Reduced |
| D.A. Davidson & Co. | 1,706 | $392.6K | 0.00% | +32+1.9% | Added |
| New Age Alpha Advisors, LLC | 1,702 | $391.6K | 0.02% | −4,444−72.3% | Reduced |
| Legacy Financial Advisors, Inc. | 1,699 | $391.0K | 0.05% | +774+83.7% | Added |
| SlateStone Wealth, LLC | 1,700 | $391.0K | 0.03% | +75+4.6% | Added |
| Miracle Mile Advisors, LLC | 1,697 | $390.4K | 0.00% | +278+19.6% | Added |
| GAMMA Investing LLC | 1,688 | $388.4K | 0.01% | +97+6.1% | Added |
| LB Partners LLC | 1,685 | $387.7K | 0.26% | +1,685 | New |
| VestGen Advisors, LLC | 1,680 | $386.4K | 0.01% | +479+39.9% | Added |
| DnB Asset Management AS | 1,678 | $386.1K | 0.00% | −578−25.6% | Reduced |
| AlphaGrep UK Ltd | 1,644 | $378.3K | 0.12% | +1,644 | New |
| Alpha Family Trust | 1,635 | $376.2K | 0.15% | +545+50.0% | Added |
| Ritholtz Wealth Management | 1,633 | $375.7K | 0.01% | +1,633 | New |
| Modern Wealth Management, LLC | 1,631 | $375.3K | 0.00% | +1,631 | New |
| OpenArc Corporate Advisory, LLC | 1,625 | $373.9K | 0.00% | +1,625 | New |
| TD Waterhouse Canada Inc. | 1,517 | $372.0K | 0.00% | +1,361+872.4% | Added |
| RMB Capital Management, LLC | 1,608 | $370.0K | 0.01% | +1,608 | New |
| Standard Life Aberdeen plc | 1,599 | $367.9K | 0.00% | −1,948−54.9% | Reduced |
| Aigen Investment Management, LP | 1,599 | $367.9K | 0.10% | +1,599 | New |
| Naples Global Advisors, LLC | 1,578 | $363.1K | 0.02% | −952−37.6% | Reduced |
| Jag Capital Management, LLC | 1,574 | $362.1K | 0.03% | +1,574 | New |
| Clearstead Advisors, LLC | 1,573 | $361.9K | 0.00% | +570+56.8% | Added |
| Bessemer Group Inc | 1,566 | $361.0K | 0.00% | +405+34.9% | Added |
| Harrell Investment Partners, LLC | 1,561 | $359.1K | 0.08% | +157+11.2% | Added |
| JGP Wealth Management, LLC | 1,550 | $356.5K | 0.03% | 00.0% | Unchanged |
| Norinchukin Bank, The | 1,544 | $355.2K | 0.00% | −441−22.2% | Reduced |
| Proficio Capital Partners LLC | 1,531 | $352.3K | 0.01% | +1,531 | New |
| Core Alternative Capital | 1,510 | $347.4K | 0.10% | −4,159−73.4% | Reduced |
| Anchor Capital Advisors LLC | 1,500 | $345.1K | 0.01% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,493 | $343.5K | 0.00% | +135+9.9% | Added |
| Davenport & Co LLC | 1,491 | $343.0K | 0.00% | −38−2.5% | Reduced |
| Jackson Thornton Asset Management, LLC | 1,465 | $337.1K | 0.03% | +1,465 | New |
| Nykredit A/S | 1,464 | $336.8K | 0.00% | +1,464 | New |
| Capstone Investment Advisors, LLC | 1,463 | $336.6K | 0.00% | +1,463 | New |
| Fielder Capital Group LLC | 1,461 | $336.1K | 0.07% | +384+35.7% | Added |
| MUFG Securities EMEA plc | 1,453 | $334.3K | 0.00% | −83−5.4% | Reduced |
| Callan Family Office, LLC | 1,450 | $333.6K | 0.01% | +138+10.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1,435 | $330.2K | 0.00% | −9−0.6% | Reduced |
| Westpac Banking Corp | 1,430 | $329.0K | 0.02% | +1,430 | New |
| Perpetual Ltd | 1,430 | $329.0K | 0.00% | +1,430 | New |
| EP Wealth Advisors, LLC | 1,404 | $323.1K | 0.00% | +1,404 | New |
| Cresset Asset Management, LLC | 1,403 | $322.8K | 0.00% | −72−4.9% | Reduced |
| Keybank National Association | 1,400 | $322.1K | 0.00% | +1,400 | New |
| Wealthfront Advisers LLC | 1,389 | $319.6K | 0.00% | −160−10.3% | Reduced |
| Jain Global LLC | 1,389 | $319.6K | 0.00% | +1,389 | New |
| Wick Capital Partners, LLC | 1,351 | $310.7K | 0.05% | +1,351 | New |
| Panagora Asset Management Inc | 1,336 | $307.4K | 0.00% | 00.0% | Unchanged |
| West Family Investments, Inc. | 1,330 | $306.0K | 0.09% | +1,330 | New |
| Summitry LLC | 1,327 | $305.3K | 0.01% | +275+26.1% | Added |
| Camden Capital, LLC | 1,326 | $305.0K | 0.02% | +304+29.7% | Added |
| Farther Finance Advisors, LLC | 1,323 | $304.9K | 0.00% | +671+102.9% | Added |
| Advisortrust Partners, LLC | 1,325 | $304.9K | 0.10% | +75+6.0% | Added |
| Alhambra Investment Partners LLC | 1,324 | $304.6K | 0.13% | −8−0.6% | Reduced |
| Midway Capital Research & Management | 1,321 | $303.9K | 0.24% | +95+7.7% | Added |
| Crestwood Advisors Group LLC | 1,321 | $303.9K | 0.00% | +1,321 | New |
| Ballentine Partners, LLC | 1,309 | $301.2K | 0.00% | +161+14.0% | Added |
| Bennett Associates Wealth Management | 1,306 | $300.5K | 0.19% | +48+3.8% | Added |
| South Dakota Investment Council | 1,300 | $299.0K | 0.01% | −100−7.1% | Reduced |
| New Wave Wealth Advisors LLC | 1,299 | $299.0K | 0.08% | +337+35.0% | Added |
| One Wealth Capital Management, LLC | 1,290 | $296.8K | 0.08% | +1,290 | New |
| Hudson Portfolio Management LLC | 1,275 | $293.4K | 0.22% | +1,275 | New |
| Kera Capital Partners, Inc. | 1,275 | $293.4K | 0.03% | +1,275 | New |
| Boothbay Fund Management, LLC | 1,254 | $288.5K | 0.01% | +1,254 | New |
| Mackenzie Financial Corp | 1,238 | $284.8K | 0.00% | −2,096−62.9% | Reduced |
| Karani Asset Management LLC | 1,237 | $284.6K | 0.21% | −530−30.0% | Reduced |
| Regions Financial Corp | 1,236 | $284.4K | 0.00% | −562−31.3% | Reduced |
| MCF Advisors LLC | 1,231 | $283.2K | 0.01% | −458−27.1% | Reduced |
| V-Square Quantitative Management LLC | 1,212 | $278.9K | 0.03% | −204−14.4% | Reduced |
| Weiss Asset Management LP | 1,199 | $275.9K | 0.00% | +1,199 | New |
| Parcion Private Wealth LLC | 1,189 | $273.6K | 0.02% | +1,189 | New |
| Drive Wealth Management, LLC | 1,187 | $273.2K | 0.05% | +1,187 | New |
| QTR Family Wealth, LLC | 1,187 | $273.1K | 0.10% | +1,187 | New |
| Ofi Invest Asset Management | 1,185 | $272.6K | 0.00% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 1,180 | $271.4K | 0.04% | +1,180 | New |
| National Wealth Management Group, LLC | 1,175 | $270.3K | 0.08% | −30−2.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 1,167 | $268.5K | 0.00% | −20−1.7% | Reduced |