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, Q4 2021
Institutional positions in Factset Research Systems Inc as of Dec 31, 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
- 695
- +82 vs. Q3 2021
- Shares held
- 34.0M
- +974.6K (+2.9%) vs. Q3 2021
- Total value
- $16.5B
- +$3.44B (+26.3%) vs. Q3 2021
- New holders
- 137
- 229 more added
- Sold out
- 55
- 202 more reduced
8 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Factset Research Systems Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Brown Brothers Harriman & Co | 153 | $74.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 160 | $78.0K | 0.03% | +10+6.7% | Added |
| Quadrant Capital Group LLC | 162 | $79.0K | 0.01% | −2−1.2% | Reduced |
| Penserra Capital Management LLC | 165 | $80.0K | 0.00% | +165 | New |
| Covestor Ltd | 166 | $81.0K | 0.11% | +166 | New |
| Key Financial Inc | 170 | $83.0K | 0.04% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 182 | $88.0K | 0.03% | +182 | New |
| American Portfolios Advisors | 184 | $89.4K | 0.00% | +11+6.4% | Added |
| Swedbank AB | 185 | $89.7K | 0.00% | −90,000−99.8% | Reduced |
| Sandy Cove Advisors, LLC | 193 | $94.0K | 0.08% | +193 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 195 | $95.0K | 0.00% | −1,184−85.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $97.0K | 0.01% | −400−66.7% | Reduced |
| PFG Private Wealth Management, LLC | 216 | $105.0K | 0.05% | −17−7.3% | Reduced |
| Addison Advisors LLC | 225 | $109.0K | 0.07% | 00.0% | Unchanged |
| S.A. Mason LLC | 228 | $111.0K | 0.07% | +228 | New |
| Wolff Wiese Magana LLC | 231 | $112.0K | 0.07% | −9−3.8% | Reduced |
| Riverview Trust Co | 233 | $113.0K | 0.07% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 232 | $113.0K | 0.00% | +175+307.0% | Added |
| Capital Advisors, Ltd. LLC | 237 | $115.0K | 0.02% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 241 | $117.0K | 0.00% | −41−14.5% | Reduced |
| First Horizon Advisors, Inc. | 245 | $118.0K | 0.00% | −60−19.7% | Reduced |
| Washington Trust Advisors, Inc. | 252 | $122.0K | 0.01% | +252 | New |
| CoreCap Advisors, LLC | 290 | $141.0K | 0.01% | +290 | New |
| Covington Capital Management | 297 | $144.0K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 312 | $152.0K | 0.04% | +312 | New |
| Signaturefd, LLC | 319 | $155.0K | 0.00% | +29+10.0% | Added |
| Harbor Investment Advisory, LLC | 365 | $177.0K | 0.02% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 365 | $177.0K | 0.09% | +365 | New |
| Federated Hermes, Inc. | 367 | $178.0K | 0.00% | −6,902−95.0% | Reduced |
| Desjardins Global Asset Management Inc. | 367 | $178.0K | 0.02% | +367 | New |
| Ellis Investment Partners, LLC | 375 | $182.0K | 0.04% | 00.0% | Unchanged |
| CWM, LLC | 383 | $186.0K | 0.00% | +383 | New |
| IFP Advisors, Inc | 395 | $190.0K | 0.00% | −14−3.4% | Reduced |
| PrairieView Partners, LLC | 400 | $194.0K | 0.03% | 00.0% | Unchanged |
| Assetmark, Inc | 405 | $197.0K | 0.00% | −47−10.4% | Reduced |
| Kings Point Capital Management | 408 | $198.0K | 0.02% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 409 | $199.0K | 0.01% | −7−1.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 414 | $201.0K | 0.01% | +3+0.7% | Added |
| Farmers & Merchants Investments Inc | 415 | $202.0K | 0.01% | +12+3.0% | Added |
| Bessemer Group Inc | 419 | $204.0K | 0.00% | +15+3.7% | Added |
| Oppenheimer & Co Inc | 422 | $205.0K | 0.00% | +422 | New |
| Gotham Asset Management, LLC | 421 | $205.0K | 0.01% | +421 | New |
| McKinley Carter Wealth Services, Inc. | 424 | $206.0K | 0.02% | +424 | New |
| Maven Securities LTD | 430 | $209.0K | 0.03% | +430 | New |
| Claret Asset Management Corp | 435 | $211.0K | 0.04% | +435 | New |
| CIBC Private Wealth Group, LLC | 450 | $219.0K | 0.00% | +450 | New |
| Meiji Yasuda Asset Management Co Ltd. | 454 | $221.0K | 0.01% | +454 | New |
| West Family Investments, Inc. | 461 | $224.0K | 0.06% | +461 | New |
| Buckingham Capital Management, Inc. | 465 | $226.0K | 0.04% | +465 | New |
| Chicago Capital, LLC | 466 | $226.0K | 0.01% | +466 | New |
| River Wealth Advisors LLC | 469 | $228.0K | 0.04% | +469 | New |
| Measured Wealth Private Client Group, LLC | 469 | $228.0K | 0.08% | +469 | New |
| Sage Private Wealth Group, LLC | 474 | $230.0K | 0.29% | −21−4.2% | Reduced |
| Keybank National Association | 476 | $231.0K | 0.00% | +476 | New |
| Caldwell Trust Co | 482 | $234.3K | 0.03% | −70−12.7% | Reduced |
| Estabrook Capital Management | 485 | $235.7K | 0.03% | 00.0% | Unchanged |
| LCNB Corp | 491 | $239.0K | 0.11% | −40−7.5% | Reduced |
| TRUE Private Wealth Advisors | 501 | $243.0K | 0.03% | −147−22.7% | Reduced |
| Bailard, Inc. | 500 | $243.0K | 0.01% | +500 | New |
| Murphy Capital Management Inc | 500 | $243.0K | 0.03% | +500 | New |
| Arbor Investment Advisors, LLC | 500 | $243.0K | 0.05% | +500 | New |
| Blue Edge Capital, LLC | 500 | $243.0K | 0.05% | +500 | New |
| Sequoia Financial Advisors, LLC | 507 | $246.0K | 0.01% | +507 | New |
| Laurel Wealth Advisors, Inc. | 507 | $247.0K | 0.02% | +507 | New |
| Tilia Fiduciary Partners, Inc. | 511 | $248.0K | 0.20% | +511 | New |
| Natixis Investment Managers International | 514 | $249.0K | 0.01% | −35−6.4% | Reduced |
| Calton & Associates, Inc. | 513 | $249.0K | 0.07% | −12−2.3% | Reduced |
| Parallel Advisors, LLC | 516 | $251.0K | 0.01% | +364+239.5% | Added |
| Kestra Advisory Services, LLC | 518 | $252.0K | 0.00% | +518 | New |
| Stokes Family Office, LLC | 520 | $253.0K | 0.03% | +520 | New |
| Capco Asset Management, LLC | 525 | $255.0K | 0.07% | 00.0% | Unchanged |
| Caxton Associates LP | 525 | $255.0K | 0.03% | +525 | New |
| Gamco Investors, Inc. Et Al | 530 | $258.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 530 | $258.0K | 0.02% | 00.0% | Unchanged |
| AIA Group Ltd | 531 | $258.0K | 0.01% | +531 | New |
| Prelude Capital Management, LLC | 537 | $261.0K | 0.01% | +537 | New |
| Ci Investments Inc. | 545 | $265.0K | 0.00% | −166−23.3% | Reduced |
| Capital Square, LLC | 592 | $267.0K | 0.18% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 551 | $268.0K | 0.02% | −87−13.6% | Reduced |
| Gsa Capital Partners LLP | 558 | $271.0K | 0.03% | −240−30.1% | Reduced |
| Diversified, LLC | 561 | $273.0K | 0.12% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 575 | $279.0K | 0.00% | 00.0% | Unchanged |
| Martin Investment Management, LLC | 575 | $279.0K | 0.07% | 00.0% | Unchanged |
| Profund Advisors LLC | 580 | $282.0K | 0.01% | −1,512−72.3% | Reduced |
| Center For Asset Management LLC | 589 | $286.0K | 0.21% | +589 | New |
| Checchi Capital Advisers, LLC | 597 | $290.0K | 0.03% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 598 | $291.0K | 0.02% | +10+1.7% | Added |
| Tiedemann Advisors, LLC | 600 | $292.0K | 0.01% | 00.0% | Unchanged |
| Greenleaf Trust | 600 | $292.0K | 0.00% | +23+4.0% | Added |
| Pine Haven Investment Counsel, Inc | 605 | $294.0K | 0.27% | +605 | New |
| Davis R M Inc | 611 | $297.0K | 0.01% | 00.0% | Unchanged |
| Versor Investments LP | 611 | $297.0K | 0.01% | +103+20.3% | Added |
| 6 Meridian | 613 | $298.0K | 0.02% | +2+0.3% | Added |
| MQS Management LLC | 614 | $298.0K | 0.48% | +614 | New |
| Hall Laurie J Trustee | 616 | $299.0K | 0.11% | −50−7.5% | Reduced |
| Bennett Selby Investments LP | 616 | $299.0K | 0.17% | −1−0.2% | Reduced |
| Baldwin Investment Management, LLC | 617 | $300.0K | 0.08% | −63−9.3% | Reduced |
| Gyon Technologies Capital Management, LP | 619 | $301.0K | 0.06% | +619 | New |
| Aigen Investment Management, LP | 652 | $304.0K | 0.02% | +114+21.2% | Added |
| Centiva Capital, LP | 626 | $304.0K | 0.02% | +626 | New |