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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, 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.

Institutional holdersQ4 2021: 695 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 heldQ4 2021: $16.5B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Factset Research Systems Inc; share changes are against Q3 2021.

Institutions holding FDS in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Investment Advisory Services, LLC631$307.0K0.04%00.0%Unchanged
Arabesque Asset Management Ltd634$308.0K0.09%+634New
IBM Retirement Fund635$309.0K0.04%−438−40.8%Reduced
Bruderman Asset Management, LLC636$309.0K0.24%−350−35.5%Reduced
Telemus Capital, LLC639$311.0K0.03%+56+9.6%Added
Tower Bridge Advisors640$311.0K0.02%00.0%Unchanged
Seelaus Asset Management LLC655$318.0K0.17%−35−5.1%Reduced
Harvest Fund Management Co., Ltd655$318.0K0.05%+655New
Intrust Bank NA656$319.0K0.04%+56+9.3%Added
Pendal Group Limited672$327.0K0.00%+672New
Paces Ferry Wealth Advisors, LLC680$330.0K0.24%−32−4.5%Reduced
Edmond de Rothschild Holding S.A.681$331.0K0.01%−214−23.9%Reduced
Pathstone Family Office, LLC682$331.0K0.01%−1−0.1%Reduced
Engineers Gate Manager LP685$333.0K0.01%−180−20.8%Reduced
Veriti Management LLC698$339.0K0.04%+698New
Vontobel Holding Ltd.703$341.0K0.00%+126+21.8%Added
Fifth Third Bancorp709$345.0K0.00%+129+22.2%Added
AMG National Trust Bank721$350.0K0.01%00.0%Unchanged
Haverford Trust Co731$355.0K0.00%−35−4.6%Reduced
J. W. Coons Advisors, LLC750$364.0K0.11%+109+17.0%Added
Investment Partners, Ltd.751$365.0K0.15%−56−6.9%Reduced
Parsons Capital Management Inc750$365.0K0.03%00.0%Unchanged
Milestone Advisory Partners750$365.0K0.18%00.0%Unchanged
Apella Capital, LLC750$365.0K0.05%+750New
Krane Funds Advisors LLC770$374.0K0.01%+770New
Kolinsky Wealth Management, LLC777$378.0K0.35%+777New
Palisade Asset Management, LLC790$384.0K0.04%00.0%Unchanged
KB Financial Partners, LLC789$384.0K0.11%+44+5.9%Added
Everence Capital Management Inc800$389.0K0.03%+800New
Avantax Advisory Services, Inc.802$390.0K0.01%+249+45.0%Added
Hurlow Wealth Management Group, Inc.1,306$395.0K0.31%00.0%Unchanged
Spire Wealth Management828$402.0K0.01%00.0%Unchanged
Great Diamond Partners, LLC835$405.0K0.10%00.0%Unchanged
Two Sigma Securities, LLC834$405.0K0.08%+834New
Middleton & Co Inc845$411.0K0.04%+45+5.6%Added
SkyView Investment Advisors, LLC35,479$412.0K0.09%+34,675+4,312.8%Added
Paradigm Asset Management Co LLC850$413.1K0.10%−200−19.0%Reduced
Sawtooth Solutions, LLC854$416.0K0.05%+854New
Rockland Trust Co858$417.0K0.03%+31+3.7%Added
Cigna Investments Inc858$418.0K0.03%−330−27.8%Reduced
CIBC World Markets Inc.861$418.0K0.00%+81+10.4%Added
Beacon Investment Advisory Services, Inc.864$420.0K0.02%00.0%Unchanged
Heartland Bank & Trust Co880$428.0K0.32%+880New
Advisor Partners LLC888$432.0K0.03%+80+9.9%Added
Rowland & Co Investment Counsel910$442.3K0.10%+15+1.7%Added
Prana Capital Management, LP920$447.0K0.04%−11,994−92.9%Reduced
Symmetry Partners, LLC920$447.0K0.03%00.0%Unchanged
Banco Bilbao Vizcaya Argentaria, S.A.943$457.0K0.01%−10,868−92.0%Reduced
Alps Advisors Inc957$465.0K0.01%+10+1.1%Added
B. Metzler seel. Sohn & Co. AG960$465.0K0.01%+960New
Cetera Advisor Networks LLC971$472.0K0.01%−92−8.7%Reduced
Eqis Capital Management, Inc.972$472.0K0.03%+6+0.6%Added
Raymond James Trust N.A.982$477.0K0.01%−46−4.5%Reduced
Silver Lake Advisory, LLC981$477.0K0.22%00.0%Unchanged
Kestra Private Wealth Services, LLC986$479.0K0.02%+116+13.3%Added
Nations Financial Group Inc,992$482.0K0.06%−21−2.1%Reduced
Kentucky Retirement Systems Insurance Trust Fund992$482.0K0.04%+992New
Miracle Mile Advisors, LLC1,000$486.0K0.02%00.0%Unchanged
Hennessy Advisors Inc1,000$486.0K0.03%+1,000New
Birch Hill Investment Advisors LLC1,012$492.0K0.02%00.0%Unchanged
MAI Capital Management1,016$494.0K0.01%+129+14.5%Added
Redpoint Investment Management Pty Ltd1,022$497.0K0.04%00.0%Unchanged
HBK Sorce Advisory LLC1,025$498.0K0.03%+21+2.1%Added
Teza Capital Management LLC1,038$504.0K0.13%+1,038New
Vestcor Inc1,044$507.0K0.02%−159−13.2%Reduced
Covenant Partners, LLC1,053$512.0K0.19%00.0%Unchanged
EP Wealth Advisors, LLC1,064$517.0K0.01%+2+0.2%Added
Precision Wealth Strategies, LLC1,068$519.0K0.37%+106+11.0%Added
Alhambra Investment Partners LLC1,070$520.0K0.36%00.0%Unchanged
Squarepoint Ops LLC1,072$521.0K0.00%+1,072New
D.A. Davidson & Co.1,080$524.0K0.01%00.0%Unchanged
BI Asset Management Fondsmaeglerselskab A/S1,087$528.0K0.02%00.0%Unchanged
Websterrogers Financial Advisors, LLC1,118$543.0K0.12%+1,118New
Smith Shellnut Wilson LLC1,127$548.0K0.27%+19+1.7%Added
Dumont & Blake Investment Advisors LLC1,128$548.0K0.14%+48+4.4%Added
Curated Wealth Partners LLC1,156$562.0K0.18%00.0%Unchanged
Veritable, L.P.1,160$564.0K0.01%−44−3.7%Reduced
Norinchukin Bank, The1,168$568.0K0.01%+1,168New
KCM Investment Advisors LLC1,183$575.0K0.02%−30−2.5%Reduced
Vident Investment Advisory, LLC1,209$588.0K0.02%+1,209New
Mayflower Financial Advisors, LLC1,214$590.0K0.08%00.0%Unchanged
Colony Group LLC1,217$591.0K0.01%−1−0.1%Reduced
SG Americas Securities, LLC1,234$600.0K0.00%+417+51.0%Added
Creative Planning1,242$603.0K0.00%+23+1.9%Added
HM Payson & Co1,246$606.0K0.01%00.0%Unchanged
Roberts Glore & Co Inc1,258$611.0K0.16%−15−1.2%Reduced
Lincoln National Corp1,263$614.0K0.01%+1+0.1%Added
Douglass Winthrop Advisors, LLC1,274$619.0K0.01%00.0%Unchanged
Snowden Capital Advisors LLC1,280$622.0K0.03%−1,273−49.9%Reduced
Stokes Capital Advisors, LLC1,279$622.0K0.19%00.0%Unchanged
Virtu Financial LLC1,290$627.0K0.06%−1,023−44.2%Reduced
Schonfeld Strategic Advisors LLC1,300$632.0K0.01%−9,800−88.3%Reduced
Kingsview Wealth Management, LLC1,302$633.0K0.03%+377+40.8%Added
Quantum Private Wealth, LLC1,313$638.0K0.24%+1,313New
Dean Investment Associates, LLC1,337$650.0K0.11%−26−1.9%Reduced
Nomura Holdings Inc1,350$657.0K0.00%+1,350New
Haverford Financial Services, Inc.1,360$661.0K0.15%−765−36.0%Reduced
Winton Group Ltd1,401$681.0K0.04%+1,401New
Connolly Sarah T.1,410$685.0K0.38%+110+8.5%Added
Ontario Teachers Pension Plan Board1,409$685.0K0.01%+274+24.1%Added