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 |
|---|---|---|---|---|---|
| Zions Bancorporation, National Association | 291 | $67.0K | 0.00% | +7+2.5% | Added |
| Danske Bank A/S | 280 | $64.4K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 268 | $61.7K | 0.01% | +142+112.7% | Added |
| Measured Wealth Private Client Group, LLC | 265 | $61.0K | 0.01% | −11−4.0% | Reduced |
| Versant Capital Management, Inc | 262 | $60.3K | 0.01% | −258−49.6% | Reduced |
| Compagnie Lombard Odier SCmA | 260 | $59.8K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 239 | $55.0K | 0.00% | +103+75.7% | Added |
| Massmutual Trust Co FSB | 239 | $55.0K | 0.00% | +28+13.3% | Added |
| Assetmark, Inc | 222 | $51.1K | 0.00% | −28−11.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 200 | $46.0K | 0.01% | −233−53.8% | Reduced |
| Rossby Financial, LCC | 187 | $43.0K | 0.01% | −145−43.7% | Reduced |
| USA Financial Formulas | 187 | $43.0K | 0.01% | +187 | New |
| Owl Creek Wealth Partners LLC | 185 | $42.6K | 0.01% | +40+27.6% | Added |
| Parkside Financial Bank & Trust | 181 | $41.6K | 0.00% | +43+31.2% | Added |
| SBI Securities Co., Ltd. | 180 | $41.4K | 0.00% | −63−25.9% | Reduced |
| Private Trust Co NA | 173 | $39.8K | 0.00% | −31−15.2% | Reduced |
| Farmers & Merchants Investments Inc | 172 | $39.6K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 172 | $39.6K | 0.02% | +70+68.6% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 167 | $38.4K | 0.01% | +32+23.7% | Added |
| Union Bancaire Privee, UBP SA | 182 | $38.3K | 0.00% | +182 | New |
| Montag A & Associates Inc | 163 | $37.5K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 151 | $34.7K | 0.00% | +100+196.1% | Added |
| Hilltop National Bank | 150 | $34.5K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 143 | $32.9K | 0.01% | −23−13.9% | Reduced |
| Stone House Investment Management, LLC | 137 | $31.5K | 0.00% | +137 | New |
| Activest Wealth Management | 121 | $27.8K | 0.01% | +78+181.4% | Added |
| Kemnay Advisory Services Inc. | 120 | $27.6K | 0.00% | +4+3.4% | Added |
| Atlantic Union Bankshares Corp | 114 | $26.2K | 0.00% | −2−1.7% | Reduced |
| Bokf, NA | 112 | $25.8K | 0.00% | +112 | New |
| Ossiam | 110 | $25.3K | 0.00% | +110 | New |
| Trust Co | 108 | $24.8K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 107 | $24.6K | 0.00% | +10+10.3% | Added |
| Onefund, LLC | 98 | $22.5K | 0.01% | −4−3.9% | Reduced |
| Caldwell Trust Co | 95 | $21.9K | 0.00% | −262−73.4% | Reduced |
| First Community Trust NA | 93 | $21.4K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 93 | $21.0K | 0.00% | −10,624−99.1% | Reduced |
| Washington Trust Advisors, Inc. | 90 | $20.7K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 78 | $17.9K | 0.01% | +46+143.8% | Added |
| Quent Capital, LLC | 75 | $17.3K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 75 | $17.3K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 74 | $17.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 74 | $17.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 69 | $16.9K | 0.00% | +7+11.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 73 | $16.8K | 0.00% | +2+2.8% | Added |
| Motco | 67 | $15.4K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 66 | $15.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 61 | $14.0K | 0.00% | −2−3.2% | Reduced |
| Financial Network Wealth Advisors LLC | 59 | $13.6K | 0.01% | −1−1.7% | Reduced |
| Bayban | 58 | $13.3K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 53 | $12.2K | 0.00% | −25−32.1% | Reduced |
| Rakuten Securities, Inc. | 50 | $11.5K | 0.00% | −6−10.7% | Reduced |
| First United Bank Trust | 50 | $11.5K | 0.00% | 00.0% | Unchanged |
| Korea Investment CORP | 50 | $11.5K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 49 | $11.3K | 0.00% | +2+4.3% | Added |
| Highline Wealth Partners LLC | 48 | $11.0K | 0.00% | +2+4.3% | Added |
| Spire Wealth Management | 47 | $10.8K | 0.00% | +1+2.2% | Added |
| MV Capital Management, Inc. | 47 | $10.8K | 0.00% | −10−17.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 45 | $10.6K | 0.00% | −50−52.6% | Reduced |
| Harbour Investments, Inc. | 46 | $10.5K | 0.00% | −31−40.3% | Reduced |
| Continuum Advisory, LLC | 43 | $9.89K | 0.00% | +43 | New |
| Wealth Enhancement Trust Services, Inc. | 42 | $9.66K | 0.00% | +42 | New |
| Silver Grove Financial Group, Inc. | 40 | $9.20K | 0.00% | +40 | New |
| Oakworth Capital, Inc. | 40 | $9.20K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 40 | $9.20K | 0.00% | −313−88.7% | Reduced |
| CVA Family Office, LLC | 38 | $8.74K | 0.00% | −103−73.0% | Reduced |
| Smartleaf Asset Management LLC | 35 | $8.18K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 35 | $8.05K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 35 | $8.05K | 0.00% | +2+6.1% | Added |
| Lodestone Wealth Management LLC | 33 | $7.59K | 0.00% | 00.0% | Unchanged |
| NBH Bank | 33 | $7.59K | 0.00% | +33 | New |
| Aspect Partners, LLC | 32 | $7.36K | 0.00% | +28+700.0% | Added |
| Private Wealth Management Group, LLC | 31 | $7.13K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 29 | $6.67K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 29 | $6.67K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 27 | $6.21K | 0.00% | +27 | New |
| S&T Bank | 27 | $6.21K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 27 | $6.21K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 27 | $6.21K | 0.00% | +27 | New |
| Marshall Investment Management, LLC | 26 | $5.98K | 0.00% | +26 | New |
| TD Capital Management LLC | 25 | $5.75K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 23 | $5.29K | 0.00% | +23 | New |
| SHP Wealth Management | 22 | $5.06K | 0.00% | +7+46.7% | Added |
| Bartlett & Co. Wealth Management LLC | 22 | $5.06K | 0.00% | +21+2,100.0% | Added |
| LRI Investments, LLC | 21 | $4.90K | 0.00% | −13−38.2% | Reduced |
| Ankerstar Wealth, LLC | 21 | $4.83K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 20 | $4.60K | 0.00% | −8−28.6% | Reduced |
| Napier Financial, LLC | 20 | $4.60K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 19 | $4.37K | 0.00% | −1−5.0% | Reduced |
| UMA Financial Services, Inc. | 19 | $4.37K | 0.00% | +14+280.0% | Added |
| Geneos Wealth Management Inc. | 18 | $4.14K | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 18 | $4.14K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 15 | $3.49K | 0.00% | −3−16.7% | Reduced |
| JPL Wealth Management, LLC | 15 | $3.45K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 15 | $3.45K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 14 | $3.22K | 0.00% | +14 | New |
| Creative Financial Designs Inc | 13 | $2.99K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 13 | $2.99K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 12 | $2.76K | 0.00% | −75−86.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 12 | $2.76K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 12 | $2.76K | 0.00% | 00.0% | Unchanged |