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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.

Institutional holdersQ2 2026: 767 institutions
Q1 2021: 577 institutionsQ2 2021: 595 institutionsQ3 2021: 621 institutionsQ4 2021: 695 institutionsQ1 2022: 704 institutionsQ2 2022: 693 institutionsQ3 2022: 692 institutionsQ4 2022: 743 institutionsQ1 2023: 723 institutionsQ2 2023: 737 institutionsQ3 2023: 733 institutionsQ4 2023: 775 institutionsQ1 2024: 782 institutionsQ2 2024: 807 institutionsQ3 2024: 833 institutionsQ4 2024: 847 institutionsQ1 2025: 828 institutionsQ2 2025: 837 institutionsQ3 2025: 775 institutionsQ4 2025: 798 institutionsQ1 2026: 726 institutionsQ2 2026: 767 institutions
Value heldQ2 2026: $9.22B
Q1 2021: $10.3BQ2 2021: $11.1BQ3 2021: $13.1BQ4 2021: $16.5BQ1 2022: $14.8BQ2 2022: $13.0BQ3 2022: $13.8BQ4 2022: $13.5BQ1 2023: $14.0BQ2 2023: $13.7BQ3 2023: $15.2BQ4 2023: $16.5BQ1 2024: $15.9BQ2 2024: $14.6BQ3 2024: $16.5BQ4 2024: $17.2BQ1 2025: $16.2BQ2 2025: $15.9BQ3 2025: $10.6BQ4 2025: $10.6BQ1 2026: $8.21BQ2 2026: $9.22B
Institutions holding FDS and their total value by quarter
QuarterHoldersValue
Q2 2026767$9.22B
Q1 2026726$8.21B
Q4 2025798$10.6B
Q3 2025775$10.6B
Q2 2025837$15.9B
Q1 2025828$16.2B
Q4 2024847$17.2B
Q3 2024833$16.5B
Q2 2024807$14.6B
Q1 2024782$15.9B
Q4 2023775$16.5B
Q3 2023733$15.2B
Q2 2023737$13.7B
Q1 2023723$14.0B
Q4 2022743$13.5B
Q3 2022692$13.8B
Q2 2022693$13.0B
Q1 2022704$14.8B
Q4 2021695$16.5B
Q3 2021621$13.1B
Q2 2021595$11.1B
Q1 2021577$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.

Institutions holding FDS in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
DT Investment Partners, LLC11$2.53K0.00%−69−86.3%Reduced
WPG Advisers, LLC11$2.53K0.00%−40−78.4%Reduced
Planning Strategies Inc.11$2.53K0.00%+11New
Colonial Trust Co11$2.50K0.00%−40−78.4%Reduced
Winch Advisory Services, LLC10$2.41K0.00%00.0%Unchanged
Country Trust Bank10$2.30K0.00%00.0%Unchanged
City State Bank10$2.30K0.00%00.0%Unchanged
Aventura Private Wealth, LLC10$2.30K0.00%00.0%Unchanged
Simplex Trading, LLC10$2.30K0.00%+10New
Golden State Wealth Management, LLC9$2.10K0.00%00.0%Unchanged
Avion Wealth12$2.00K0.00%00.0%Unchanged
Park Place Capital Corp8$1.84K0.00%00.0%Unchanged
Millstone Evans Group, LLC8$1.84K0.00%00.0%Unchanged
Virginia Estate & Retirement Planning Advisors Inc.8$1.84K0.00%00.0%Unchanged
Clear Street Markets LLC8$1.84K0.00%+2+33.3%Added
First Horizon Corp8$1.84K0.00%−88−91.7%Reduced
CBIZ Investment Advisory Services, LLC8$1.74K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.7$1.67K0.00%00.0%Unchanged
High Note Wealth, LLC7$1.61K0.00%00.0%Unchanged
Kilter Group LLC7$1.61K0.00%00.0%Unchanged
Hughes Financial Services, LLC7$1.61K0.00%+2+40.0%Added
BOK Financial Private Wealth, Inc.7$1.61K0.00%+7New
Burkett Financial Services, LLC6$1.41K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc6$1.38K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.6$1.38K0.00%00.0%Unchanged
Monetary Solutions, Ltd6$1.38K0.00%00.0%Unchanged
Princeton Global Asset Management LLC6$1.38K0.00%+6New
Cornerstone Planning Group LLC5$1.23K0.00%+1+25.0%Added
Asset Dedication, LLC5$1.15K0.00%00.0%Unchanged
Valley National Advisers Inc5$1.15K0.00%+5New
Gill Capital Partners, LLC5$1.15K0.00%00.0%Unchanged
Triumph Capital Management5$1.15K0.00%00.0%Unchanged
American National Bank5$1.15K0.00%+5New
Capital Advisors, Ltd. LLC6$1.00K0.00%−43−87.8%Reduced
Bell Investment Advisors, Inc4$9210.00%−1−20.0%Reduced
JFS Wealth Advisors, LLC4$9210.00%00.0%Unchanged
Quaker Wealth Management, LLC4$9210.00%00.0%Unchanged
American Capital Advisory, LLC4$9210.00%00.0%Unchanged
HFM Investment Advisors, LLC4$9210.00%+4New
Keating Financial Advisory Services, Inc.4$9200.00%−10−71.4%Reduced
Tidemark, LLC4$9200.00%00.0%Unchanged
Granite FO LLC4$9200.00%00.0%Unchanged
Synergy Investment Management, LLC4$9200.00%+4New
Addison Advisors LLC3$6910.00%−229−98.7%Reduced
Financial Consulate, Inc3$6910.00%00.0%Unchanged
WealthCollab, LLC3$6910.00%+3New
Fortitude Family Office, LLC3$6900.00%−1−25.0%Reduced
NVWM, LLC3$6900.00%00.0%Unchanged
Principia Wealth Advisory, LLC3$6900.00%00.0%Unchanged
Creative Capital Management Investments LLC3$6900.00%+3New
Dunhill Financial, LLC2$5500.00%+1+100.0%Added
Signature Equity Partners, LLC2$4640.00%00.0%Unchanged
Spectrum Wealth Advisory Group, LLC2$4630.00%+2New
TFC Financial Management2$4610.00%00.0%Unchanged
Strengthening Families & Communities, LLC2$4600.00%+2New
Cornerstone Financial Management LLC2$4600.00%+2New
Investors Portfolio Services LLC2$4370.00%00.0%Unchanged
Kozak & Associates, Inc.1$2470.00%+1New
DecisionPoint Financial, LLC1$2460.00%+1New
Salem Investment Counselors Inc1$2310.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.1$2310.00%00.0%Unchanged
WestEnd Advisors, LLC1$2300.00%00.0%Unchanged
MidFirst Bank1$2300.00%00.0%Unchanged
Y.D. More Investments Ltd23$180.00%−1−4.2%Reduced
Evolution Advisers, Inc.1$00.00%+1New
Navigoe, LLC1$00.00%+1New
Coppell Advisory Solutions LLC6––+6New
StonePine Asset Management Inc.0$00.00%−387,784−100.0%Sold out
Regents of the University of California0$00.00%−226,375−100.0%Sold out
Investment House LLC0$00.00%−54,789−100.0%Sold out
Compass Rose Asset Management, LP0$00.00%−25,000−100.0%Sold out
Kinsale Capital Group, Inc.0$00.00%−22,418−100.0%Sold out
Canoe Financial LP0$00.00%−19,915−100.0%Sold out
Winton Group Ltd0$00.00%−19,039−100.0%Sold out
Militia Capital Management LLC0$00.00%−16,640−100.0%Sold out
APG Asset Management N.V.0$00.00%−18,280−100.0%Sold out
Entropy Technologies, LP0$00.00%−15,432−100.0%Sold out
Seizert Capital Partners, LLC0$00.00%−10,124−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−9,444−100.0%Sold out
Somerset Trust Co0$00.00%−9,060−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−8,103−100.0%Sold out
Nicholson Wealth Management Group, LLC0$00.00%−6,344−100.0%Sold out
Ticino Wealth0$00.00%−5,460−100.0%Sold out
Scotia Capital Inc.0$00.00%−5,168−100.0%Sold out
Evoke Wealth, LLC0$00.00%−3,645−100.0%Sold out
Pacific Point Advisors, LLC0$00.00%−3,455−100.0%Sold out
MOKAN Wealth Management Inc.0$00.00%−3,190−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−3,142−100.0%Sold out
GoalVest Advisory LLC0$00.00%−3,000−100.0%Sold out
Fieldview Capital Management, LLC0$00.00%−2,943−100.0%Sold out
Banco Bilbao Vizcaya Argentaria, S.A.0$00.00%−2,827−100.0%Sold out
Polymer Capital Management (US) LLC0$00.00%−2,798−100.0%Sold out
Knollwood Investment Advisory, LLC0$00.00%−2,550−100.0%Sold out
Robertson Stephens Wealth Management, LLC0$00.00%−2,524−100.0%Sold out
Blackstone Group Inc.0$00.00%−2,491−100.0%Sold out
Board of the Pension Protection Fund0$00.00%−2,400−100.0%Sold out
Trail Ridge Investment Advisors, LLC0$00.00%−2,200−100.0%Sold out
Aviva PLC0$00.00%−2,150−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−2,120−100.0%Sold out
SkyView Investment Advisors, LLC0$00.00%−2,019−100.0%Sold out