Factset Research SystemsFDS
13F holders, Q2 2025 (June 30)836holders +8
86new positions
78sold out
10famous investors
$444.89avg. 13F price*
At the end of Q2 2025, 836 institutions reported holding Factset Research Systems Inc. (FDS) in their 13F filings, up 8 from Q1 2025. 86 opened new positions and 78 sold out. The largest holders were Vanguard Group Inc. ($2.2B), BlackRock, Inc. ($1.5B) and Morgan Stanley ($1.1B). 10 famous investors held it, including Ron Baron (2.7% of Baron Capital (BAMCO)'s portfolio), Tom Gayner (0.4% of Markel Group's portfolio) and Steve Cohen (0.1% of Point72 Asset Management's portfolio).
- Company
- Factset Research Systems Inc.
- Sector
- Technology
- CUSIP
- 303075105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 86 | $112.8M |
| Exits | 78 | $97.1M |
All 13F filers, Q1 2025 → Q2 2025: 2,036,393 shares bought and 1,984,349 shares sold, net +52,044 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 836 holders
| Vanguard Group Inc. | 0.03% | Add +0.6% | 4,825,198 | $2.2B |
| BlackRock, Inc. | 0.03% | Reduce -4.3% | 3,364,001 | $1.5B |
| Morgan Stanley | 0.07% | Add +21.9% | 2,374,872 | $1.1B |
| Baron Capital (BAMCO) | 2.71% | Reduce -0.7% | 2,231,916 | $998.3M |
| State Street Corp. | 0.03% | Add +0.8% | 1,937,571 | $866.6M |
| Loomis Sayles & Co. L P | 0.85% | Add +1.6% | 1,508,052 | $674.5M |
| Wells Fargo & Company | 0.14% | Reduce -1.0% | 1,373,162 | $614.2M |
| Ninety One UK Ltd | 1.25% | Add +0.1% | 1,192,634 | $533.4M |
| Geode Capital Management, LLC | 0.04% | Add +2.4% | 1,162,256 | $518.7M |
| Kayne Anderson Rudnick Investment Management LLC | 1.14% | Reduce -0.7% | 1,068,519 | $477.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.30% | Add +57.0% | 829,174 | $370.9M |
| Invesco Ltd. | 0.05% | Add +39.2% | 683,146 | $305.6M |
| Bank of America Corp. | 0.02% | Reduce -2.8% | 529,008 | $236.6M |
| JPMorgan Chase & Co. | 0.01% | Reduce -17.2% | 418,740 | $187.3M |
| Northern Trust Corp. | 0.03% | Add +0.0% | 405,784 | $181.5M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +1.1% | 400,411 | $179.1M |
| ProShare Advisors LLC | 0.34% | Add +3.0% | 383,543 | $171.6M |
| PineStone Asset Management Inc. | 1.10% | Add +8.8% | 380,459 | $170.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Add +18.9% | 358,197 | $160.2M |
| Nordea Investment Management AB | 0.14% | Reduce -2.8% | 347,220 | $153.9M |
| Champlain Investment Partners, LLC | 0.93% | Reduce -3.1% | 297,662 | $133.1M |
| Legal & General Group Plc | 0.03% | Add +0.9% | 297,644 | $133.1M |
| Boston Trust Walden Corp | 0.95% | Add +0.1% | 297,512 | $133.1M |
| Dimensional Fund Advisors LP | 0.03% | Add +6.1% | 286,046 | $127.9M |
| Fiera Capital Corp | 0.40% | Add +2.0% | 266,054 | $119.0M |
| Bank of New York Mellon Corp | 0.02% | Reduce -2.9% | 260,848 | $116.7M |
| Citadel Advisors | 0.09% | Reduce -48.7% | 240,306 | $107.5M |
| Tandem Investment Advisors, Inc. | 3.15% | Reduce -19.7% | 201,093 | $89.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +5.9% | 179,607 | $80.3M |
| UBS Group AG | 0.02% | Reduce -11.7% | 167,122 | $74.8M |
| American Capital Management Inc. | 2.93% | Reduce -11.2% | 157,823 | $70.6M |
| Deutsche Bank AG | 0.03% | Reduce -17.0% | 157,337 | $70.4M |
| Everett Harris & Co. | 0.84% | Reduce -1.6% | 145,982 | $65.3M |
| California Public Employees Retirement System | 0.04% | Reduce -15.0% | 141,006 | $63.1M |
| Raymond James Financial Inc. | 0.02% | Reduce -5.9% | 138,624 | $62.0M |
| Royal London Asset Management Ltd. | 0.13% | Reduce -1.8% | 130,477 | $58.4M |
| Vest Financial, LLC | 0.79% | Add +8.8% | 125,526 | $56.1M |
| Amundi | 0.02% | Reduce -65.5% | 122,036 | $54.6M |
| Nuveen, LLC | 0.01% | Reduce -0.1% | 118,933 | $53.2M |
| Markel Group | 0.44% | No change | 116,720 | $52.2M |
| Sei Investments Co. | 0.06% | Add +41.1% | 111,334 | $49.8M |
| HSBC Holdings PLC | 0.03% | Add +0.9% | 110,783 | $49.5M |
| Barclays PLC | 0.02% | Reduce -4.8% | 105,111 | $47.0M |
| Massachusetts Financial Services Co. | 0.01% | Add +101.9% | 102,289 | $45.8M |
| Ameriprise Financial Inc. | 0.01% | Reduce -14.4% | 101,657 | $45.5M |
| Royal Bank of Canada | 0.01% | Reduce -10.5% | 100,219 | $44.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +1.4% | 99,276 | $44.4M |
| Nomura Asset Management Co. Ltd. | 0.12% | Add +6.8% | 98,142 | $43.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -5.7% | 93,657 | $41.9M |
| Point72 Asset Management | 0.10% | New | 91,946 | $41.1M |
| Natixis Advisors, LLC | 0.07% | Reduce -0.7% | 91,652 | $41.0M |
| HighTower Advisors, LLC | 0.05% | Reduce -0.9% | 88,169 | $39.4M |
| LPL Financial LLC | 0.01% | Add +2.8% | 85,885 | $38.4M |
| Ninety One North America, Inc. | 1.86% | Add +42.7% | 84,686 | $37.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.07% | Reduce -0.4% | 84,661 | $37.9M |
| Rhumbline Advisers | 0.03% | Add +0.5% | 83,748 | $37.5M |
| FMR LLC | 0.00% | Reduce -5.5% | 79,719 | $35.7M |
| Norges Bank | 0.00% | Add +302.4% | 73,471 | $32.9M |
| Dundas Partners LLP | 2.24% | Reduce -3.2% | 72,174 | $32.3M |
| BNP Paribas Financial Markets | 0.03% | Reduce -10.4% | 71,280 | $31.9M |
| Aware Super Pty Ltd as trustee of Aware Super | 0.44% | No change | 66,576 | $29.8M |
| Voloridge Investment Management, LLC | 0.11% | Reduce -67.2% | 65,495 | $29.3M |
| Earnest Partners LLC | 0.13% | Reduce -2.2% | 63,512 | $28.4M |
| California State Teachers Retirement System | 0.03% | Add +0.7% | 60,967 | $27.3M |
| Azora Capital LP | 1.18% | Add +74.4% | 58,442 | $26.1M |
| Copeland Capital Management, LLC | 0.53% | Reduce -10.3% | 58,101 | $26.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.1% | 55,993 | $25.0M |
| Principal Financial Group Inc. | 0.01% | Reduce -4.3% | 47,708 | $21.3M |
| Citigroup Inc. | 0.01% | Reduce -36.3% | 46,388 | $20.7M |
| Saybrook Capital | 5.75% | Reduce -2.1% | 45,470 | $20.3M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.17% | Reduce -0.3% | 43,126 | $19.3M |
| Janney Montgomery Scott LLC | 0.05% | Reduce -17.7% | 42,509 | $19.0M |
| Stifel Financial Corp. | 0.02% | Add +0.3% | 42,322 | $19.0M |
| Alliancebernstein L.P. | 0.01% | Add +0.9% | 39,336 | $17.6M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +49.4% | 38,090 | $17.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.03% | Add +3.0% | 36,513 | $16.3M |
| Heron Bay Capital Management | 3.19% | Reduce -2.0% | 36,287 | $16.2M |
| Running Oak Capital LLC | 1.80% | Add +7.0% | 36,263 | $16.2M |
| National Bank of Canada | 0.02% | Add +24.2% | 35,228 | $15.8M |
| State Board of Administration of Florida Retirement System | 0.03% | Add +0.9% | 35,011 | $15.7M |
| Sone Capital Management, LLC | 1.42% | Reduce -34.9% | 34,422 | $15.4M |
| Aberdeen Group plc | 0.03% | Add +13.2% | 34,595 | $15.3M |
| State of Michigan Retirement System | 0.08% | No change | 33,635 | $15.0M |
| Millennium Management | 0.01% | Reduce -69.6% | 33,598 | $15.0M |
| Marks Group Wealth Management, Inc | 1.39% | Add +1.7% | 33,418 | $14.9M |
| Interval Partners, LP | 0.34% | Add +42.6% | 33,315 | $14.9M |
| New York State Teachers Retirement System | 0.03% | Add +2.9% | 32,617 | $14.6M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -23.8% | 32,350 | $14.5M |
| Bank of Montreal | 0.01% | Reduce -16.2% | 30,312 | $13.6M |
| Bath Savings Trust Co | 1.36% | Reduce -2.9% | 29,991 | $13.4M |
| Franklin Resources Inc. | 0.00% | Add +32.5% | 29,577 | $13.2M |
| Baird Financial Group, Inc. | 0.02% | Reduce -1.8% | 28,417 | $12.7M |
| &partners | 0.10% | Add +5.0% | 28,169 | $12.6M |
| Aviva PLC | 0.03% | Add +6.8% | 27,988 | $12.5M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -2.9% | 26,675 | $11.9M |
| Danske Bank A/S | 0.03% | Add +41.8% | 26,025 | $11.6M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.03% | Reduce -11.8% | 25,037 | $11.2M |
| State of Wisconsin Investment Board | 0.03% | Reduce -4.2% | 24,672 | $11.0M |
| Canoe Financial LP | 0.16% | Reduce -6.1% | 24,555 | $11.0M |
| New York State Common Retirement Fund | 0.01% | Reduce -0.4% | 24,527 | $11.0M |
"% of holder's portfolio" is FDS's weight in each manager's 13F, not the share of Factset Research Systems Inc. the manager owns.