Factset Research Systems Inc: which funds bought and sold

Institutions that bought and sold Factset Research Systems shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 399 institutions that filed 13F reports for both quarters added to or opened positions in Factset Research Systems, and 333 cut or closed them. Together they added a net 2.1M shares, +5.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 2.0M shares (+21.3%); index fund managers were net buyers of 312K shares (+2.6%). 127 opened a new position and 90 sold out entirely.

Bought, Q2 2026 399 institutions, 127 of them new holders Sold, Q2 2026 333 institutions, 90 of them sold out

Net change, all compared +2.1M shares (+5.4%)

Net change, active managers +2.0M shares (+21.3%), 38 bought, 26 sold

Buyers versus sellers

institutions compared, 838

399 bought 106 333 sold

Active managers and hedge funds 38 bought · 26 sold · +2.0M

Index fund managers 7 bought · 5 sold · +312K

Other institutions 354 bought · 302 sold · −224K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
AQR Capital Management LLC Hedge fund	+1.4M +444.9%	1.7M	$386M
BAMCO Inc Active manager	+444K +11.8%	4.2M	$967M
Capital World Investors Active manager	+350K New position	350K	$80.6M
Fuller & Thaler Asset Management, Inc.	+302K New position	302K	$69.5M
Geode Capital Management, LLC Index funds	+238K +20.9%	1.4M	$317M
Jane Street Group, LLC	+230K +477.3%	278K	$63.9M
Arrowstreet Capital, Limited Partnership Hedge fund	+223K +59.1%	601K	$138M
Susquehanna International Group, LLP	+149K +233.2%	212K	$48.9M
Longaeva Partners L.P.	+147K New position	147K	$33.8M
LSV Asset Management Active manager	+143K +3494.6%	147K	$33.7M
Balyasny Asset Management L.P. Hedge fund	+99K New position	99K	$22.9M
FMR LLC Active manager	+96K +87.0%	207K	$47.7M
Proshare Advisors LLC Index funds	+85K +14.3%	681K	$157M
Millennium Management LLC Hedge fund	+76K +129.3%	134K	$30.8M
Capricorn Fund Managers Ltd	+75K New position	75K	$17.1M
Ieq Capital, LLC	+74K New position	74K	$17.1M
Ae Wealth Management LLC	+72K +3093.9%	75K	$17.2M
Alyeska Investment Group, L.P. Hedge fund	+68K New position	68K	$15.5M
Mariner, LLC	+65K +248.2%	91K	$20.9M
Goldman Sachs Group Inc	+57K +10.6%	600K	$138M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
AQR Capital Management LLC Hedge fund	+1.4M +444.9%	1.7M	$386M
BAMCO Inc Active manager	+444K +11.8%	4.2M	$967M
Capital World Investors Active manager	+350K New position	350K	$80.6M
Arrowstreet Capital, Limited Partnership Hedge fund	+223K +59.1%	601K	$138M
LSV Asset Management Active manager	+143K +3494.6%	147K	$33.7M
Balyasny Asset Management L.P. Hedge fund	+99K New position	99K	$22.9M
FMR LLC Active manager	+96K +87.0%	207K	$47.7M
Millennium Management LLC Hedge fund	+76K +129.3%	134K	$30.8M
Alyeska Investment Group, L.P. Hedge fund	+68K New position	68K	$15.5M
Gotham Asset Management, LLC Hedge fund	+51K +18.6%	324K	$74.6M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Bank Of Montreal	−390K −68.7%	177K	$40.8M
Pinestone Asset Management Inc.	−388K Sold out	0	—
Marshall Wace, LLP Hedge fund	−388K −49.0%	403K	$92.8M
Wells Fargo & Company	−324K −46.7%	370K	$85.1M
Two Sigma Investments, LP Hedge fund	−258K −74.9%	86K	$19.9M
Fiera Capital Corp	−245K −91.9%	22K	$5M
Citadel Advisors LLC Hedge fund	−243K −93.9%	16K	$3.6M
Regents Of The University Of California	−226K Sold out	0	—
Invesco Ltd.	−117K −10.9%	954K	$220M
Man Group PLC Hedge fund	−84K −96.2%	3,340	$768,467
Los Angeles Capital Management LLC Active manager	−82K −60.5%	53K	$12.3M
Bank Of America Corp	−77K −9.2%	766K	$176M
Sei Investments Co	−59K −80.3%	15K	$3.4M
Investment House LLC	−55K Sold out	0	—
Militia Capital Management LLC	−49K Sold out	0	—
Squarepoint Ops LLC Hedge fund	−42K −96.0%	1,733	$398,729
Loomis Sayles & Co L P Active manager	−39K −2.6%	1.4M	$331M
Dimensional Fund Advisors LP	−35K −9.6%	328K	$75.4M
Heron Bay Capital Management	−33K −14.4%	196K	$45.1M
Nomura Holdings Inc	−33K −85.4%	5,570	$1.3M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Marshall Wace, LLP Hedge fund	−388K −49.0%	403K	$92.8M
Two Sigma Investments, LP Hedge fund	−258K −74.9%	86K	$19.9M
Citadel Advisors LLC Hedge fund	−243K −93.9%	16K	$3.6M
Man Group PLC Hedge fund	−84K −96.2%	3,340	$768,467
Los Angeles Capital Management LLC Active manager	−82K −60.5%	53K	$12.3M
Squarepoint Ops LLC Hedge fund	−42K −96.0%	1,733	$398,729
Loomis Sayles & Co L P Active manager	−39K −2.6%	1.4M	$331M
Capital Fund Management S.A. Hedge fund	−27K −56.8%	21K	$4.8M
Caxton Associates LLP Hedge fund	−21K −91.7%	1,869	$430,020
Winton Group Ltd Hedge fund	−19K Sold out	0	—

New positions

largest by value

Institution	Shares	Value June 30, 2026
Capital World InvestorsActive manager	350K	$80.6M
Fuller & Thaler Asset Management, Inc.	302K	$69.5M
Longaeva Partners L.P.	147K	$33.8M
Balyasny Asset Management L.P.Hedge fund	99K	$22.9M
Capricorn Fund Managers Ltd	75K	$17.1M
Ieq Capital, LLC	74K	$17.1M
Alyeska Investment Group, L.P.Hedge fund	68K	$15.5M
Hiddenite Capital Partners LP	53K	$12.2M
Bridgewater Associates, LPHedge fund	34K	$7.9M
Barrier Capital Management, LLC	32K	$7.3M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Pinestone Asset Management Inc.	388K	$84.1M
Regents Of The University Of California	226K	$49.1M
Investment House LLC	55K	$11.9M
Militia Capital Management LLC	49K	$10.6M
Compass Rose Asset Management, LP	25K	$5.4M
Kinsale Capital Group, Inc.	22K	$4.9M
Canoe Financial LP	20K	$4.3M
Winton Group LtdHedge fund	19K	$4.1M
APG Asset Management N.V.	18K	$3.4M
Entropy Technologies, LP	15K	$3.3M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 760
Ten largest holders: 49.6%
Index fund managers: 30.2%
Active managers and hedge funds: 27.9%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	38	26	14	8	+2.0M	+21.3%
Index fund managers	7	5	0	0	+312K	+2.6%
Other institutions	354	302	113	82	−224K	−1.3%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Factset Research Systems.

Only managers that filed a holdings report for both quarters are compared (838 here). 23 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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