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 |
|---|---|---|---|---|---|
| Ashton Thomas Securities, LLC | 1,165 | $267.9K | 0.04% | +124+11.9% | Added |
| Gen-Wealth Partners Inc | 1,154 | $265.5K | 0.07% | −86−6.9% | Reduced |
| Winthrop Capital Management, LLC | 1,151 | $265.0K | 0.06% | +8+0.7% | Added |
| Baker Tilly Wealth Management, LLC | 1,146 | $263.6K | 0.06% | +1,146 | New |
| Laird Norton Trust Company, LLC | 1,143 | $263.0K | 0.01% | +215+23.2% | Added |
| Empowered Funds, LLC | 1,143 | $263.0K | 0.00% | +1,143 | New |
| CWA Asset Management Group, LLC | 1,140 | $262.3K | 0.01% | +20+1.8% | Added |
| Parallel Advisors, LLC | 1,138 | $262.0K | 0.00% | +350+44.4% | Added |
| Soltis Investment Advisors LLC | 1,130 | $260.0K | 0.01% | +1,130 | New |
| Snowden Capital Advisors LLC | 1,127 | $259.3K | 0.01% | +147+15.0% | Added |
| Revisor Wealth Management LLC | 1,126 | $258.9K | 0.06% | −75−6.2% | Reduced |
| Catalyst Financial Partners LLC | 1,120 | $257.7K | 0.03% | +1,120 | New |
| North Dakota State Investment Board | 1,114 | $256.3K | 0.01% | +20+1.8% | Added |
| Fiduciary Trust Co | 1,114 | $256.2K | 0.00% | +77+7.4% | Added |
| Fulcrum Wealth Advisors, LLC | 1,105 | $254.1K | 0.19% | +1,105 | New |
| MUFG Securities Americas Inc. | 1,097 | $252.4K | 0.01% | +70+6.8% | Added |
| Eurizon SLJ Capital Ltd | 1,096 | $252.2K | 0.09% | −2,365−68.3% | Reduced |
| Kestra Advisory Services, LLC | 1,072 | $246.7K | 0.00% | −52−4.6% | Reduced |
| Exchange Traded Concepts, LLC | 1,069 | $246.0K | 0.00% | +142+15.3% | Added |
| Sentinus, LLC | 1,057 | $243.2K | 0.02% | +1,057 | New |
| Claret Asset Management Corp | 1,047 | $241.0K | 0.03% | +1,047 | New |
| Applied Finance Capital Management, LLC | 1,044 | $240.2K | 0.02% | −303−22.5% | Reduced |
| Harbor Investment Advisory, LLC | 1,040 | $239.3K | 0.02% | +120+13.0% | Added |
| Securian Asset Management, Inc | 921 | $237.7K | 0.01% | −100−9.8% | Reduced |
| Journey Retirement Planning & Investment Management LLC | 1,033 | $237.6K | 0.19% | +16+1.6% | Added |
| Procyon Private Wealth Partners, LLC | 1,030 | $237.0K | 0.01% | −412−28.6% | Reduced |
| Beese Fulmer Investment Management, Inc. | 1,024 | $235.6K | 0.01% | +1,024 | New |
| IFP Advisors, Inc | 1,021 | $234.9K | 0.00% | +29+2.9% | Added |
| Nilsine Partners, LLC | 1,020 | $234.7K | 0.02% | −4−0.4% | Reduced |
| FIL Ltd | 1,018 | $234.2K | 0.00% | +1,018 | New |
| Signaturefd, LLC | 1,011 | $232.7K | 0.00% | −16−1.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,010 | $232.4K | 0.01% | +4+0.4% | Added |
| Wincap Financial LLC | 1,005 | $231.2K | 0.12% | +1,005 | New |
| Empirical Finance, LLC | 1,004 | $231.0K | 0.01% | +45+4.7% | Added |
| Brown Brothers Harriman & Co | 989 | $227.5K | 0.00% | +119+13.7% | Added |
| Simplicity Wealth,LLC | 986 | $226.9K | 0.01% | +986 | New |
| Mayflower Financial Advisors, LLC | 986 | $226.9K | 0.02% | −244−19.8% | Reduced |
| Silver Lake Advisory, LLC | 981 | $225.8K | 0.08% | 00.0% | Unchanged |
| Dakota Wealth Management | 980 | $225.5K | 0.00% | +2+0.2% | Added |
| Davy Global Fund Management Ltd | 978 | $225.0K | 0.01% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 975 | $224.3K | 0.00% | +975 | New |
| Mainsail Asset Management, LLC | 867 | $223.8K | 0.09% | +867 | New |
| LightSquare Wealth Management, LLC | 971 | $223.4K | 0.15% | +971 | New |
| Layline Advisors, LLC | 960 | $221.0K | 0.20% | −296−23.6% | Reduced |
| Atomi Financial Group, Inc. | 957 | $220.2K | 0.01% | +957 | New |
| Sovran Advisors, LLC | 772 | $219.1K | 0.02% | +772 | New |
| Mount Yale Investment Advisors, LLC | 943 | $217.0K | 0.00% | +943 | New |
| Plan Group Financial, LLC | 939 | $216.0K | 0.04% | +939 | New |
| Stephens Inc | 932 | $214.4K | 0.00% | +932 | New |
| Larson Financial Group LLC | 928 | $213.5K | 0.01% | −387−29.4% | Reduced |
| Stock Yards Bank & Trust Co | 922 | $212.1K | 0.01% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 910 | $209.4K | 0.01% | +910 | New |
| IFG Advisory, LLC | 906 | $208.4K | 0.01% | +906 | New |
| West Bancorporation Inc | 902 | $207.5K | 0.09% | −30−3.2% | Reduced |
| Tandem Investment Advisors, Inc. | 900 | $207.1K | 0.01% | −51−5.4% | Reduced |
| Ascent Group, LLC | 897 | $206.4K | 0.01% | +897 | New |
| Essential Partners LLC | 894 | $205.7K | 0.09% | +749+516.6% | Added |
| Kathmere Capital Management, LLC | 883 | $203.2K | 0.01% | +883 | New |
| Greenleaf Trust | 882 | $202.9K | 0.00% | +882 | New |
| Beacon Investment Advisory Services, Inc. | 864 | $198.8K | 0.01% | 00.0% | Unchanged |
| Ninety One SA (PTY) Ltd | 821 | $188.9K | 0.01% | 00.0% | Unchanged |
| Canada Post Corp Registered Pension Plan | 820 | $188.7K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 790 | $181.8K | 0.02% | −45−5.4% | Reduced |
| Huntington National Bank | 775 | $178.3K | 0.00% | +296+61.8% | Added |
| Institute for Wealth Management, LLC. | 770 | $177.2K | 0.02% | −512−39.9% | Reduced |
| STRS Ohio | 763 | $175.6K | 0.00% | −133−14.8% | Reduced |
| Federated Hermes, Inc. | 736 | $169.3K | 0.00% | +580+371.8% | Added |
| Basecamp Wealth Advisors LLC | 706 | $162.4K | 0.03% | +92+15.0% | Added |
| Hantz Financial Services, Inc. | 702 | $162.0K | 0.00% | +292+71.2% | Added |
| Pension & Wealth Management Advisors, Inc. | 703 | $161.9K | 0.04% | +3+0.4% | Added |
| Bullock Wealth Management Group | 646 | $158.7K | 0.07% | +1+0.2% | Added |
| Global Retirement Partners, LLC | 670 | $154.1K | 0.00% | +670 | New |
| Tema ETFs LLC | 669 | $153.9K | 0.00% | +50+8.1% | Added |
| Fulcrum Asset Management LLP | 633 | $147.9K | 0.01% | +633 | New |
| Tower Research Capital LLC (TRC) | 627 | $144.3K | 0.00% | −3,835−85.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 550 | $142.1K | 0.00% | −16−2.8% | Reduced |
| TD Private Client Wealth LLC | 610 | $140.3K | 0.00% | +596+4,257.1% | Added |
| AdvisorNet Financial, Inc | 573 | $131.8K | 0.01% | +5+0.9% | Added |
| HM Payson & Co | 541 | $124.5K | 0.00% | −200−27.0% | Reduced |
| Ronald Blue Trust, Inc. | 539 | $124.0K | 0.00% | +367+213.4% | Added |
| South State Corp. | 529 | $121.7K | 0.01% | +485+1,102.3% | Added |
| Siemens Fonds Invest GmbH | 513 | $118.0K | 0.01% | 00.0% | Unchanged |
| Globeflex Capital L P | 499 | $114.8K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 498 | $114.6K | 0.01% | +6+1.2% | Added |
| Storebrand Asset Management AS | 471 | $108.4K | 0.00% | −106−18.4% | Reduced |
| Umb Bank N A | 458 | $105.4K | 0.00% | +17+3.9% | Added |
| Delta Asset Management LLC | 450 | $103.5K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 408 | $102.9K | 0.00% | −35−7.9% | Reduced |
| True Wealth Design, LLC | 442 | $101.7K | 0.02% | +394+820.8% | Added |
| SJS Investment Consulting Inc. | 435 | $100.1K | 0.01% | +167+62.3% | Added |
| CoreCap Advisors, LLC | 434 | $99.7K | 0.00% | −55−11.2% | Reduced |
| Optiver Holding B.V. | 428 | $98.5K | 0.00% | +428 | New |
| Employees Retirement System of Texas | 424 | $98.0K | 0.00% | +424 | New |
| Estabrook Capital Management | 425 | $97.8K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 425 | $97.8K | 0.01% | +405+2,025.0% | Added |
| Walleye Capital LLC | 350 | $80.5K | 0.00% | −106−23.2% | Reduced |
| Covestor Ltd | 304 | $70.0K | 0.04% | +39+14.7% | Added |
| Bruce G. Allen Investments, LLC | 299 | $68.8K | 0.04% | +50+20.1% | Added |
| Manchester Capital Management LLC | 297 | $68.3K | 0.01% | −1,941−86.7% | Reduced |
| Bryn Mawr Trust Co | 292 | $67.2K | 0.00% | +12+4.3% | Added |