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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.

Institutional holdersQ3 2021: 621 institutions
Q1 2021: 577 institutionsQ2 2021: 595 institutionsQ3 2021: 621 institutionsQ4 2021: 695 institutionsQ1 2022: 704 institutionsQ2 2022: 693 institutionsQ3 2022: 692 institutionsQ4 2022: 743 institutionsQ1 2023: 723 institutionsQ2 2023: 737 institutionsQ3 2023: 733 institutionsQ4 2023: 775 institutionsQ1 2024: 782 institutionsQ2 2024: 807 institutionsQ3 2024: 833 institutionsQ4 2024: 847 institutionsQ1 2025: 828 institutionsQ2 2025: 837 institutionsQ3 2025: 775 institutionsQ4 2025: 798 institutionsQ1 2026: 726 institutionsQ2 2026: 767 institutions
Value heldQ3 2021: $13.1B
Q1 2021: $10.3BQ2 2021: $11.1BQ3 2021: $13.1BQ4 2021: $16.5BQ1 2022: $14.8BQ2 2022: $13.0BQ3 2022: $13.8BQ4 2022: $13.5BQ1 2023: $14.0BQ2 2023: $13.7BQ3 2023: $15.2BQ4 2023: $16.5BQ1 2024: $15.9BQ2 2024: $14.6BQ3 2024: $16.5BQ4 2024: $17.2BQ1 2025: $16.2BQ2 2025: $15.9BQ3 2025: $10.6BQ4 2025: $10.6BQ1 2026: $8.21BQ2 2026: $9.22B
Institutions holding FDS and their total value by quarter
QuarterHoldersValue
Q2 2026767$9.22B
Q1 2026726$8.21B
Q4 2025798$10.6B
Q3 2025775$10.6B
Q2 2025837$15.9B
Q1 2025828$16.2B
Q4 2024847$17.2B
Q3 2024833$16.5B
Q2 2024807$14.6B
Q1 2024782$15.9B
Q4 2023775$16.5B
Q3 2023733$15.2B
Q2 2023737$13.7B
Q1 2023723$14.0B
Q4 2022743$13.5B
Q3 2022692$13.8B
Q2 2022693$13.0B
Q1 2022704$14.8B
Q4 2021695$16.5B
Q3 2021621$13.1B
Q2 2021595$11.1B
Q1 2021577$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.

Institutions holding FDS in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Snowden Capital Advisors LLC2,553$1.01M0.05%+60+2.4%Added
Connable Office Inc2,521$995.0K0.14%00.0%Unchanged
Mercer Global Advisors Inc2,500$987.0K0.01%+197+8.6%Added
Coastal Capital Group, Inc.2,488$982.0K0.24%+5+0.2%Added
Exchange Traded Concepts, LLC2,473$976.0K0.02%+2,193+783.2%Added
FORA Capital, LLC2,439$963.0K0.24%−340−12.2%Reduced
Advisors Asset Management, Inc.2,425$957.0K0.01%−2,671−52.4%Reduced
JustInvest LLC2,354$929.0K0.08%+95+4.2%Added
Moloney Securities Asset Management, LLC2,353$929.0K0.17%+2,353New
Institute for Wealth Management, LLC.2,344$925.0K0.16%+296+14.5%Added
SRN Advisors, LLC2,333$921.0K0.43%−1,387−37.3%Reduced
Virtu Financial LLC2,313$913.0K0.08%+2,313New
Conestoga Capital Advisors, LLC2,284$902.0K0.01%+20+0.9%Added
FourThought Financial, LLC2,276$898.0K0.12%+3+0.1%Added
Davenport & Co LLC2,272$897.0K0.01%+121+5.6%Added
Cambridge Investment Research Advisors, Inc.2,263$893.0K0.00%−5,643−71.4%Reduced
Ninety One SA (PTY) Ltd2,250$888.0K0.35%00.0%Unchanged
Argent Capital Management LLC2,200$869.0K0.03%00.0%Unchanged
FDx Advisors, Inc.2,187$863.0K0.03%+43+2.0%Added
Henshaw Capital LLC2,173$857.8K0.05%+5+0.2%Added
Sumitomo Mitsui DS Asset Management Company, Ltd2,172$857.0K0.02%−15−0.7%Reduced
GWM Advisors LLC2,160$853.0K0.02%+179+9.0%Added
Captrust Financial Advisors2,161$853.0K0.01%+706+48.5%Added
Shelton Capital Management2,145$847.0K0.03%00.0%Unchanged
American Century Companies Inc2,137$843.0K0.00%−67−3.0%Reduced
Haverford Financial Services, Inc.2,125$839.0K0.20%+2,125New
Donoghue Forlines LLC2,102$830.0K0.16%−35−1.6%Reduced
Profund Advisors LLC2,092$826.0K0.03%−204−8.9%Reduced
Cresset Asset Management, LLC2,088$824.0K0.01%+224+12.0%Added
Cerro Pacific Wealth Advisors LLC2,074$819.0K0.59%−610−22.7%Reduced
Stratos Wealth Partners, LTD.2,074$819.0K0.02%−20−1.0%Reduced
Unigestion Holding SA2,033$802.0K0.03%00.0%Unchanged
AlphaCrest Capital Management LLC2,026$800.0K0.04%−1,235−37.9%Reduced
McDonald Partners LLC2,026$800.0K0.19%+45+2.3%Added
Jefferies Group LLC2,000$789.6K0.02%+1,197+149.1%Added
Stock Yards Bank & Trust Co1,969$777.0K0.05%00.0%Unchanged
PEAK6 Investments LLC1,955$772.0K0.02%+1,064+119.4%Added
E. Ohman J:or Asset Management AB1,954$771.4K0.02%+200+11.4%Added
Verition Fund Management LLC1,939$765.0K0.01%+1,939New
Full18 Capital LLC1,918$757.0K0.30%+1,918New
Valmark Advisers, Inc.1,910$754.0K0.01%00.0%Unchanged
Tower Research Capital LLC (TRC)1,897$749.0K0.02%−6,079−76.2%Reduced
ExodusPoint Capital Management, LP1,884$744.0K0.01%−352−15.7%Reduced
Glenmede Trust Co NA1,880$741.0K0.00%00.0%Unchanged
Balyasny Asset Management LLC1,866$737.0K0.00%−6,353−77.3%Reduced
Northwest Investment Counselors, LLC1,792$707.0K0.20%00.0%Unchanged
Achmea Investment Management B.V.1,784$705.0K0.02%+61+3.5%Added
O'Shaughnessy Asset Management, LLC1,776$701.0K0.01%+541+43.8%Added
TrimTabs Asset Management, LLC1,850$689.0K0.33%00.0%Unchanged
Stratos Wealth Advisors, LLC1,739$687.0K0.06%+1,739New
Fort Washington Investment Advisors Inc1,720$679.0K0.00%+219+14.6%Added
Mitsubishi UFJ Asset Management (UK) Ltd.1,700$671.0K0.28%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1,674$660.0K0.05%00.0%Unchanged
Yorktown Management & Research Co Inc1,600$632.0K0.48%00.0%Unchanged
Cetera Investment Advisers1,595$630.0K0.01%−70−4.2%Reduced
Oppenheimer Asset Management Inc.1,557$615.0K0.01%+40+2.6%Added
Mackenzie Financial Corp1,545$610.0K0.00%+34+2.3%Added
Northwestern Mutual Wealth Management Co1,526$602.0K0.00%+148+10.7%Added
CIBC Asset Management Inc1,521$600.0K0.00%+108+7.6%Added
Grantham, Mayo, Van Otterloo & Co. LLC1,517$599.0K0.00%+1,517New
Anchor Capital Advisors LLC1,500$592.0K0.01%00.0%Unchanged
Wesbanco Bank Inc1,497$591.0K0.02%00.0%Unchanged
Shepherd Financial Partners LLC1,497$591.0K0.11%+2+0.1%Added
MML Investors Services, LLC1,498$591.0K0.00%+38+2.6%Added
Mattern Wealth Management LLC1,470$580.0K0.20%−4−0.3%Reduced
GYL Financial Synergies, LLC1,461$577.0K0.29%−39−2.6%Reduced
Seascape Capital Management1,459$576.0K0.30%+250+20.7%Added
Allianz Asset Management GmbH1,451$573.0K0.00%−3,962−73.2%Reduced
STRS Ohio1,421$560.0K0.00%−313−18.1%Reduced
D.B. Root & Company, LLC1,404$554.0K0.22%+50+3.7%Added
Maverick Capital LtdSuperinvestorMaverick Capital1,379$544.0K0.01%+1,379New
Dean Investment Associates, LLC1,363$538.0K0.10%+133+10.8%Added
Hurlow Wealth Management Group, Inc.1,306$516.0K0.31%00.0%Unchanged
Connolly Sarah T.1,300$513.0K0.42%−30−2.3%Reduced
Mayflower Financial Advisors, LLC1,214$513.0K0.07%+2+0.2%Added
Stokes Capital Advisors, LLC1,279$505.0K0.16%00.0%Unchanged
World Asset Management Inc1,276$504.0K0.05%−57−4.3%Reduced
Roberts Glore & Co Inc1,273$503.0K0.15%−15−1.2%Reduced
Douglass Winthrop Advisors, LLC1,274$503.0K0.01%00.0%Unchanged
Lincoln National Corp1,262$498.0K0.01%−50−3.8%Reduced
Davy Global Fund Management Ltd1,257$496.0K0.08%00.0%Unchanged
HM Payson & Co1,246$492.0K0.01%00.0%Unchanged
Private Advisor Group, LLC1,236$488.0K0.00%+7+0.6%Added
Colony Group LLC1,218$481.0K0.01%−40−3.2%Reduced
Greenwood Capital Associates LLC1,218$481.0K0.07%−38−3.0%Reduced
Creative Planning1,219$481.0K0.00%+144+13.4%Added
KCM Investment Advisors LLC1,213$479.0K0.02%00.0%Unchanged
Vestcor Inc1,203$475.0K0.02%−77−6.0%Reduced
Veritable, L.P.1,204$475.0K0.01%+4+0.3%Added
Optimal Asset Management, Inc.1,202$475.0K0.06%00.0%Unchanged
Wealthfront Advisers LLC1,194$471.0K0.00%+478+66.8%Added
Cigna Investments Inc1,188$469.0K0.04%00.0%Unchanged
Qube Research & Technologies Ltd1,155$456.0K0.01%−23,785−95.4%Reduced
Curated Wealth Partners LLC1,156$456.0K0.25%00.0%Unchanged
Ontario Teachers Pension Plan Board1,135$448.0K0.00%00.0%Unchanged
Smith Shellnut Wilson LLC1,108$437.0K0.25%+12+1.1%Added
BI Asset Management Fondsmaeglerselskab A/S1,087$429.0K0.02%00.0%Unchanged
D.A. Davidson & Co.1,080$427.0K0.00%−16−1.5%Reduced
Dumont & Blake Investment Advisors LLC1,080$426.0K0.12%00.0%Unchanged
IBM Retirement Fund1,073$424.0K0.03%+9+0.8%Added