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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
R Squared Ltd0$00.00%−2,090−100.0%Sold out
Virginia Retirement Systems Et Al0$00.00%−2,080−100.0%Sold out
BDFS Capital LLC0$00.00%−1,943−100.0%Sold out
Pilgrim Partners Asia Pte Ltd0$00.00%−1,900−100.0%Sold out
Patton Fund Management, Inc.0$00.00%−1,795−100.0%Sold out
Jump Financial, LLC0$00.00%−1,727−100.0%Sold out
Stevens Capital Management LP0$00.00%−1,707−100.0%Sold out
Integrated Investment Consultants, LLC0$00.00%−1,437−100.0%Sold out
Marex Group plc0$00.00%−1,363−100.0%Sold out
Penobscot Investment Management Company, Inc.0$00.00%−1,320−100.0%Sold out
Intech Investment Management LLC0$00.00%−1,298−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−1,260−100.0%Sold out
KFG Wealth Management, LLC0$00.00%−1,248−100.0%Sold out
Dividend Assets Capital, LLC0$00.00%−1,213−100.0%Sold out
CSS LLC0$00.00%−1,210−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−1,126−100.0%Sold out
Strategy Asset Managers LLC0$00.00%−1,093−100.0%Sold out
Icon Wealth Advisors, LLC0$00.00%−908−100.0%Sold out
Fort Washington Investment Advisors Inc0$00.00%−945−100.0%Sold out
BI Asset Management Fondsmaeglerselskab A/S0$00.00%−894−100.0%Sold out
RWM Asset Management, LLC0$00.00%−646−100.0%Sold out
Golden State Equity Partners0$00.00%−384−100.0%Sold out
Quantbot Technologies LP0$00.00%−340−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−305−100.0%Sold out
State of Wyoming0$00.00%−236−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−98−100.0%Sold out
Wellington Grp LLC0$00.00%−164−100.0%Sold out
Legend Capital Advisors LLC0$00.00%−115−100.0%Sold out
Copeland Capital Management, LLC0$00.00%−111−100.0%Sold out
Intentional Wealth Strategies, LLC0$00.00%−106−100.0%Sold out
United Community Bank0$00.00%−92−100.0%Sold out
PenderFund Capital Management Ltd.0$00.00%−70−100.0%Sold out
Eurizon Capital SGR S.p.A.0$00.00%−55−100.0%Sold out
Western Pacific Wealth Management, LP0$00.00%−42−100.0%Sold out
Kayne Anderson Rudnick Investment Management LLC0$00.00%−40−100.0%Sold out
Bank of Jackson Hole Trust0$00.00%−33−100.0%Sold out
Guinness Atkinson Asset Management Inc0$00.00%−29−100.0%Sold out
Darwin Advisors, LLC0$00.00%−24−100.0%Sold out
Ancora Advisors, LLC0$00.00%−23−100.0%Sold out
Group One Trading, L.P.0$00.00%−22−100.0%Sold out
NBT Bank N A0$00.00%−21−100.0%Sold out
Avalon Trust Co0$00.00%−20−100.0%Sold out
Gunpowder Capital Management, LLC dba Oliver Wealth Management0$00.00%−18−100.0%Sold out
Sound Income Strategies, LLC0$00.00%−16−100.0%Sold out
First PREMIER Bank0$00.00%−15−100.0%Sold out
Old Second National Bank of Aurora0$00.00%−13−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−13−100.0%Sold out
Innovative Asset Advisors Group, LLC0$00.00%−13−100.0%Sold out
Wealth Preservation Advisors, LLC0$00.00%−12−100.0%Sold out
Plato Investment Management Ltd0$00.00%−9−100.0%Sold out
Frazier Financial Advisors, LLC0$00.00%−8−100.0%Sold out
Raleigh Capital Management Inc.0$00.00%−7−100.0%Sold out
Root Financial Partners, LLC0$00.00%−7−100.0%Sold out
Clayton Financial Group LLC0$00.00%−7−100.0%Sold out
Raffa Wealth Management, LLC0$00.00%−5−100.0%Sold out
Ares Financial Consulting, LLC0$00.00%−1−100.0%Sold out
Curio Wealth, LLC0$00.00%−1−100.0%Sold out
Whipplewood Advisors, LLC0$00.00%−1−100.0%Sold out
Bay Harbor Wealth Management, LLC0$00.00%−1−100.0%Sold out
Global Wealth Strategies & Associates0$00.00%0Sold out
Janus Henderson Group PLC––––Not filed
CWM, LLC––––Not filed
Gibbs Wealth Management––––Not filed
Skopos Labs, Inc.––––Not filed
McIlrath & Eck, LLC––––Not filed