Factset Research Systems Inc. 13F holders
Of the 44 funds followed here, 9 reported a position in Factset Research Systems Inc. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 1.4 million shares worth $317.3 million, 0.0% of its reported book. New this quarter: Alyeska, Bridgewater Associates.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 1,380,700 | $317.3 million | 0.0% | +238,365 | added | 30 June 2026 | 13F |
| Norges Bank | 208,310 | $47.9 million | 0.0% | held | 30 June 2026 | 13F | |
| FMR LLC | 207,400 | $47.7 million | 0.0% | +96,477 | added | 30 June 2026 | 13F |
| Millennium Management | 136,639 | $31.4 million | 0.0% | +78,196 | added | 30 June 2026 | 13F |
| Citadel Advisors | 88,512 | $20.4 million | 0.0% | -306,483 | trimmed | 30 June 2026 | 13F |
| Two Sigma Investments | 86,499 | $19.9 million | 0.0% | -258,390 | trimmed | 30 June 2026 | 13F |
| Alyeska | 67,534 | $15.5 million | 0.0% | +67,534 | new | 30 June 2026 | 13F |
| Bridgewater Associates | 34,488 | $7.9 million | 0.0% | +34,488 | new | 30 June 2026 | 13F |
| Point72 Asset Management | 4,400 | $1.0 million | 0.0% | -7,200 | trimmed | 30 June 2026 | 13F |
Value is what the fund reported. Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.
Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 14 August 2026 | 13G/A | Bamco Inc /Ny/ and 9 others | 4.2 million | 11.8% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 29 April 2026 | 13G | Vanguard Capital Management and 1 other | 2.7 million | 7.4% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 26 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 6 March 2026 | 13G/A | Bamco Inc /Ny/ and 9 others | 3.8 million | 10.2% | 28 February 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 17 February 2026 | 13G/A | Bamco Inc /Ny/ and 7 others | 2.9 million | 7.8% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 11 February 2026 | 13G/A | Morgan Stanley and 1 other | 914,409 | 2.5% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 30 January 2026 | 13G/A | The Vanguard Group and 1 other | 4.5 million | 11.9% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 21 January 2026 | 13G/A | BlackRock, Inc. and 1 other | 2.7 million | 7.2% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 14 November 2025 | 13G/A | Bamco Inc /Ny/ and 7 others | 1.8 million | 4.8% | 30 September 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 30 October 2025 | 13G/A | The Vanguard Group and 1 other | 4.9 million | 13.0% | 30 September 2025 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder. Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short.
Fails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 31 August 2026 | 202 | $308.98 | SEC |
| 28 August 2026 | 261 | $304.47 | SEC |
| 24 August 2026 | 469 | $299.91 | SEC |
| 21 August 2026 | 442 | $300.06 | SEC |
| 29 July 2026 | 172 | $283.87 | SEC |
| 28 July 2026 | 244,291 | $265.90 | SEC |
| 24 July 2026 | 6 | $243.96 | SEC |
| 20 July 2026 | 305 | $258.09 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period. Largest in the window: 244,291 on 28 July 2026. A fail is an operational fact about settlement, not a position.
Source
Each fund's 13F-HR on EDGAR, linked per row; positions matched to FDS by CUSIP from the SEC's own fails-to-deliver files; Schedule 13D and 13G from the company's own filing index, each read to confirm the company is the issuer named.
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