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 |
|---|---|---|---|---|---|
| Sage Private Wealth Group, LLC | 495 | $195.0K | 0.27% | 00.0% | Unchanged |
| Estabrook Capital Management | 485 | $191.5K | 0.03% | −190−28.1% | Reduced |
| Assetmark, Inc | 452 | $178.0K | 0.00% | −73,299−99.4% | Reduced |
| Belpointe Asset Management LLC | 416 | $165.0K | 0.01% | +34+8.9% | Added |
| IFP Advisors, Inc | 409 | $163.0K | 0.00% | +52+14.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 411 | $162.0K | 0.01% | −153−27.1% | Reduced |
| Kings Point Capital Management | 408 | $161.0K | 0.01% | +94+29.9% | Added |
| Bessemer Group Inc | 404 | $160.0K | 0.00% | +104+34.7% | Added |
| Quantbot Technologies LP | 407 | $160.0K | 0.01% | +407 | New |
| Farmers & Merchants Investments Inc | 403 | $159.0K | 0.01% | −34−7.8% | Reduced |
| PrairieView Partners, LLC | 400 | $158.0K | 0.02% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 375 | $148.0K | 0.04% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 365 | $144.0K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 305 | $120.0K | 0.00% | +27+9.7% | Added |
| Covington Capital Management | 297 | $117.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 290 | $114.0K | 0.00% | +6+2.1% | Added |
| Altshuler Shaham Ltd | 282 | $112.0K | 0.00% | +158+127.4% | Added |
| Robeco Institutional Asset Management B.V. | 272 | $107.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 240 | $95.0K | 0.07% | −8−3.2% | Reduced |
| Capital Advisors, Ltd. LLC | 237 | $94.0K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 233 | $92.0K | 0.10% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 233 | $92.0K | 0.05% | +233 | New |
| Addison Advisors LLC | 225 | $89.0K | 0.07% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 191 | $75.0K | 0.01% | +6+3.2% | Added |
| Eagle Bay Advisors LLC | 186 | $74.0K | 0.04% | +93+100.0% | Added |
| Point72 Hong Kong Ltd | 182 | $72.0K | 0.01% | −2,954−94.2% | Reduced |
| American Portfolios Advisors | 173 | $68.3K | 0.00% | −44−20.3% | Reduced |
| Key Financial Inc | 170 | $67.0K | 0.04% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 164 | $65.0K | 0.01% | +37+29.1% | Added |
| South State Corp. | 157 | $62.0K | 0.01% | +157 | New |
| Brown Brothers Harriman & Co | 153 | $60.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 152 | $60.0K | 0.00% | +43+39.4% | Added |
| Clean Yield Group | 150 | $59.0K | 0.02% | +75+100.0% | Added |
| Cullen/Frost Bankers, Inc. | 132 | $52.0K | 0.00% | −54−29.0% | Reduced |
| Goodwin Investment Advisory | 125 | $49.0K | 0.05% | −139−52.7% | Reduced |
| Sandy Spring Bank | 124 | $49.0K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 120 | $47.4K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 118 | $47.0K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 116 | $46.0K | 0.01% | −15−11.5% | Reduced |
| Artemis Wealth Advisors, LLC | 110 | $44.0K | 0.01% | +39+54.9% | Added |
| Gerber Kawasaki Wealth & Investment Management | 107 | $42.0K | 0.01% | +107 | New |
| Lenox Wealth Advisors, LLC | 105 | $41.0K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 99 | $40.0K | 0.03% | +99 | New |
| American Research & Management Co. | 100 | $39.0K | 0.01% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 100 | $39.0K | 0.03% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 94 | $37.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 92 | $36.0K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 80 | $32.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 79 | $31.0K | 0.00% | +79 | New |
| Brewin Dolphin Ltd | 77 | $30.4K | 0.00% | 00.0% | Unchanged |
| 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 |
| JNBA Financial Advisors | 72 | $28.0K | 0.00% | +72 | New |
| TD Private Client Wealth LLC | 67 | $26.4K | 0.00% | 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 |
| 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 |
| Prentice Wealth Management LLC | 62 | $24.0K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 60 | $24.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 57 | $23.0K | 0.00% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 57 | $23.0K | 0.00% | +57 | New |
| AdvisorNet Financial, Inc | 55 | $22.0K | 0.00% | −2,466−97.8% | Reduced |
| 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 |
| 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 |
| Proequities, Inc. | 45 | $18.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 45 | $18.0K | 0.01% | −1−2.2% | Reduced |
| 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 |
| 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 |
| Koshinski Asset Management, Inc. | 36 | $14.2K | 0.00% | +36 | New |
| Salem Investment Counselors Inc | 32 | $13.0K | 0.00% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 33 | $13.0K | 0.00% | +33 | New |
| Duncker Streett & Co Inc | 30 | $12.0K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 31 | $12.0K | 0.00% | +31 | New |
| 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 |
| Geneos Wealth Management Inc. | 27 | $10.0K | 0.00% | −16−37.2% | Reduced |
| 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 |
| Farmers & Merchants Trust Co of Chambersburg PA | 18 | $7.00K | 0.01% | 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 |
| Arkadios Wealth Advisors | 13 | $5.00K | 0.00% | −26−66.7% | Reduced |