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, Q3 2021
Institutional positions in Factset Research Systems Inc as of Sep 30, 2021. 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
- 621
- +38 vs. Q2 2021
- Shares held
- 33.1M
- +155.6K (+0.5%) vs. Q2 2021
- Total value
- $13.1B
- +$2.01B (+18.2%) vs. Q2 2021
- New holders
- 73
- 201 more added
- Sold out
- 35
- 202 more reduced
12 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 767 | $9.22B |
| Q1 2026 | 726 | $8.21B |
| Q4 2025 | 798 | $10.6B |
| Q3 2025 | 775 | $10.6B |
| Q2 2025 | 837 | $15.9B |
| Q1 2025 | 828 | $16.2B |
| Q4 2024 | 847 | $17.2B |
| Q3 2024 | 833 | $16.5B |
| Q2 2024 | 807 | $14.6B |
| Q1 2024 | 782 | $15.9B |
| Q4 2023 | 775 | $16.5B |
| Q3 2023 | 733 | $15.2B |
| Q2 2023 | 737 | $13.7B |
| Q1 2023 | 723 | $14.0B |
| Q4 2022 | 743 | $13.5B |
| Q3 2022 | 692 | $13.8B |
| Q2 2022 | 693 | $13.0B |
| Q1 2022 | 704 | $14.8B |
| Q4 2021 | 695 | $16.5B |
| Q3 2021 | 621 | $13.1B |
| Q2 2021 | 595 | $11.1B |
| Q1 2021 | 577 | $10.3B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Factset Research Systems Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Command Advisory Services, Inc. | 10 | $0 | 0.00% | +10 | New |
| Concord Wealth Partners | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 3 | $1.00K | 0.00% | +3 | New |
| Raffa Wealth Management, LLC | 5 | $1.97K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 4 | $2.00K | 0.00% | +4 | New |
| Asset Dedication, LLC | 5 | $2.00K | 0.00% | +5 | New |
| Bell Investment Advisors, Inc | 5 | $2.00K | 0.00% | +5 | New |
| National Pension Service | 7 | $3.00K | 0.00% | −3,083−99.8% | Reduced |
| Bedel Financial Consulting, Inc. | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 8 | $3.00K | 0.00% | +8 | New |
| SOA Wealth Advisors, LLC. | 8 | $3.00K | 0.00% | +8 | New |
| Winch Advisory Services, LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 13 | $5.00K | 0.00% | −26−66.7% | Reduced |
| First Manhattan Co | 13 | $5.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 16 | $6.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 14 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 15 | $6.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 18 | $7.00K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 23 | $8.00K | 0.01% | −80−77.7% | Reduced |
| Ossiam | 20 | $8.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 19 | $8.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 27 | $10.0K | 0.00% | −16−37.2% | Reduced |
| C M Bidwell & Associates Ltd | 29 | $11.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 29 | $11.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 27 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 27 | $11.0K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 28 | $11.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 27 | $11.0K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 30 | $12.0K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 31 | $12.0K | 0.00% | +31 | New |
| Salem Investment Counselors Inc | 32 | $13.0K | 0.00% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 33 | $13.0K | 0.00% | +33 | New |
| Koshinski Asset Management, Inc. | 36 | $14.2K | 0.00% | +36 | New |
| MCF Advisors LLC | 39 | $15.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 37 | $15.0K | 0.00% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 40 | $15.0K | 0.01% | +40 | New |
| Johnson Financial Group, Inc. | 43 | $17.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 44 | $17.0K | 0.00% | +28+175.0% | Added |
| MUFG Americas Holdings Corp | 43 | $17.0K | 0.00% | +43 | New |
| Proequities, Inc. | 45 | $18.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 45 | $18.0K | 0.01% | −1−2.2% | Reduced |
| Sageworth Trust Co | 50 | $20.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 50 | $20.0K | 0.00% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 50 | $20.0K | 0.00% | +50 | New |
| JJJ Advisors Inc. | 54 | $21.0K | 0.01% | +2+3.8% | Added |
| Berman Capital Advisors, LLC | 54 | $21.0K | 0.00% | +15+38.5% | Added |
| AdvisorNet Financial, Inc | 55 | $22.0K | 0.00% | −2,466−97.8% | Reduced |
| Huntington National Bank | 57 | $23.0K | 0.00% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 57 | $23.0K | 0.00% | +57 | New |
| Prentice Wealth Management LLC | 62 | $24.0K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 60 | $24.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 64 | $25.0K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 65 | $25.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 62 | $25.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 64 | $25.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 65 | $26.0K | 0.01% | 00.0% | Unchanged |
| Motco | 67 | $26.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 66 | $26.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 67 | $26.4K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 72 | $28.0K | 0.00% | +72 | New |
| Hartford Financial Management Inc. | 75 | $30.0K | 0.01% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 77 | $30.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 74 | $30.0K | 0.00% | +19+34.5% | Added |
| Brewin Dolphin Ltd | 77 | $30.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 79 | $31.0K | 0.00% | +79 | New |
| Fuller & Thaler Asset Management, Inc. | 80 | $32.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 92 | $36.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 94 | $37.0K | 0.01% | 00.0% | Unchanged |
| American Research & Management Co. | 100 | $39.0K | 0.01% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 100 | $39.0K | 0.03% | 00.0% | Unchanged |
| Red Tortoise LLC | 99 | $40.0K | 0.03% | +99 | New |
| Lenox Wealth Advisors, LLC | 105 | $41.0K | 0.01% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 107 | $42.0K | 0.01% | +107 | New |
| Artemis Wealth Advisors, LLC | 110 | $44.0K | 0.01% | +39+54.9% | Added |
| Column Capital Advisors, LLC | 116 | $46.0K | 0.01% | −15−11.5% | Reduced |
| Front Row Advisors LLC | 118 | $47.0K | 0.02% | 00.0% | Unchanged |
| Archer Investment Corp | 120 | $47.4K | 0.02% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 125 | $49.0K | 0.05% | −139−52.7% | Reduced |
| Sandy Spring Bank | 124 | $49.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 132 | $52.0K | 0.00% | −54−29.0% | Reduced |
| Clean Yield Group | 150 | $59.0K | 0.02% | +75+100.0% | Added |
| Brown Brothers Harriman & Co | 153 | $60.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 152 | $60.0K | 0.00% | +43+39.4% | Added |
| South State Corp. | 157 | $62.0K | 0.01% | +157 | New |
| Quadrant Capital Group LLC | 164 | $65.0K | 0.01% | +37+29.1% | Added |
| Key Financial Inc | 170 | $67.0K | 0.04% | 00.0% | Unchanged |
| American Portfolios Advisors | 173 | $68.3K | 0.00% | −44−20.3% | Reduced |
| Point72 Hong Kong Ltd | 182 | $72.0K | 0.01% | −2,954−94.2% | Reduced |
| Eagle Bay Advisors LLC | 186 | $74.0K | 0.04% | +93+100.0% | Added |
| Global Retirement Partners, LLC | 191 | $75.0K | 0.01% | +6+3.2% | Added |
| Addison Advisors LLC | 225 | $89.0K | 0.07% | 00.0% | Unchanged |
| Riverview Trust Co | 233 | $92.0K | 0.10% | 00.0% | Unchanged |