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.
Q3 2021 vs. Q2 2021
How the institutions holding Factset Research Systems Inc changed between Q2 2021 and Q3 2021.
All holders in Q3 2021All holders in Q2 2021
| Measure | Q2 2021 | Of which not filed for Q3 2021 | Q3 2021 | Change |
|---|---|---|---|---|
| Holders | 595 | 12 | 621 | +38 |
| Shares | 33.1M | 126.5K | 33.1M | +155.6K (+0.5%) |
| Value | $11.1B | $42.5M | $13.1B | +$2.01B (+18.2%) |
12 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (73)
Institutions that held Factset Research Systems Inc at the end of Q3 2021 but not at the end of Q2 2021.
Sold out (35)
Institutions that held Factset Research Systems Inc at the end of Q2 2021 and filed for Q3 2021 without it.
Not filed for Q3 2021 yet (12)
Institutions that held Factset Research Systems Inc at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| Bel Air Investment Advisors LLC | 102,363 | $34.4M |
| Pictet Asset Management Ltd | 17,305 | $5.81M |
| Kensington Investment Counsel, LLC | 5,260 | $1.76M |
| Nachman Norwood & Parrott, Inc | 710 | $238.0K |
| PNC Managed Account Solutions, Inc. | 479 | $161.0K |
| CWM, LLC | 290 | $97.0K |
| FormulaFolio Investments, LLC | 33 | $11.0K |
| Castleview Partners, LLC | 31 | $10.0K |
| Hoover Financial Advisors, Inc. | 29 | $10.0K |
| San Francisco Sentry Investment Group (Ca) | 21 | $7.00K |
| Horan Securities, Inc. | 11 | $4.00K |
| First Horizon Corp | 3 | $1.00K |