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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
Dean Investment Associates, LLC1,337$650.0K0.11%−26−1.9%Reduced
Quantum Private Wealth, LLC1,313$638.0K0.24%+1,313New
Kingsview Wealth Management, LLC1,302$633.0K0.03%+377+40.8%Added
Schonfeld Strategic Advisors LLC1,300$632.0K0.01%−9,800−88.3%Reduced
Virtu Financial LLC1,290$627.0K0.06%−1,023−44.2%Reduced
Snowden Capital Advisors LLC1,280$622.0K0.03%−1,273−49.9%Reduced
Stokes Capital Advisors, LLC1,279$622.0K0.19%00.0%Unchanged
Douglass Winthrop Advisors, LLC1,274$619.0K0.01%00.0%Unchanged
Lincoln National Corp1,263$614.0K0.01%+1+0.1%Added
Roberts Glore & Co Inc1,258$611.0K0.16%−15−1.2%Reduced
HM Payson & Co1,246$606.0K0.01%00.0%Unchanged
Creative Planning1,242$603.0K0.00%+23+1.9%Added
SG Americas Securities, LLC1,234$600.0K0.00%+417+51.0%Added
Colony Group LLC1,217$591.0K0.01%−1−0.1%Reduced
Mayflower Financial Advisors, LLC1,214$590.0K0.08%00.0%Unchanged
Vident Investment Advisory, LLC1,209$588.0K0.02%+1,209New
KCM Investment Advisors LLC1,183$575.0K0.02%−30−2.5%Reduced
Norinchukin Bank, The1,168$568.0K0.01%+1,168New
Veritable, L.P.1,160$564.0K0.01%−44−3.7%Reduced
Curated Wealth Partners LLC1,156$562.0K0.18%00.0%Unchanged
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
Websterrogers Financial Advisors, LLC1,118$543.0K0.12%+1,118New
BI Asset Management Fondsmaeglerselskab A/S1,087$528.0K0.02%00.0%Unchanged
D.A. Davidson & Co.1,080$524.0K0.01%00.0%Unchanged
Squarepoint Ops LLC1,072$521.0K0.00%+1,072New
Alhambra Investment Partners LLC1,070$520.0K0.36%00.0%Unchanged
Precision Wealth Strategies, LLC1,068$519.0K0.37%+106+11.0%Added
EP Wealth Advisors, LLC1,064$517.0K0.01%+2+0.2%Added
Covenant Partners, LLC1,053$512.0K0.19%00.0%Unchanged
Vestcor Inc1,044$507.0K0.02%−159−13.2%Reduced
Teza Capital Management LLC1,038$504.0K0.13%+1,038New
HBK Sorce Advisory LLC1,025$498.0K0.03%+21+2.1%Added
Redpoint Investment Management Pty Ltd1,022$497.0K0.04%00.0%Unchanged
MAI Capital Management1,016$494.0K0.01%+129+14.5%Added
Birch Hill Investment Advisors LLC1,012$492.0K0.02%00.0%Unchanged
Miracle Mile Advisors, LLC1,000$486.0K0.02%00.0%Unchanged
Hennessy Advisors Inc1,000$486.0K0.03%+1,000New
Nations Financial Group Inc,992$482.0K0.06%−21−2.1%Reduced
Kentucky Retirement Systems Insurance Trust Fund992$482.0K0.04%+992New
Kestra Private Wealth Services, LLC986$479.0K0.02%+116+13.3%Added
Raymond James Trust N.A.982$477.0K0.01%−46−4.5%Reduced
Silver Lake Advisory, LLC981$477.0K0.22%00.0%Unchanged
Cetera Advisor Networks LLC971$472.0K0.01%−92−8.7%Reduced
Eqis Capital Management, Inc.972$472.0K0.03%+6+0.6%Added
Alps Advisors Inc957$465.0K0.01%+10+1.1%Added
B. Metzler seel. Sohn & Co. AG960$465.0K0.01%+960New
Banco Bilbao Vizcaya Argentaria, S.A.943$457.0K0.01%−10,868−92.0%Reduced
Prana Capital Management, LP920$447.0K0.04%−11,994−92.9%Reduced
Symmetry Partners, LLC920$447.0K0.03%00.0%Unchanged
Rowland & Co Investment Counsel910$442.3K0.10%+15+1.7%Added
Advisor Partners LLC888$432.0K0.03%+80+9.9%Added
Heartland Bank & Trust Co880$428.0K0.32%+880New
Beacon Investment Advisory Services, Inc.864$420.0K0.02%00.0%Unchanged
Cigna Investments Inc858$418.0K0.03%−330−27.8%Reduced
CIBC World Markets Inc.861$418.0K0.00%+81+10.4%Added
Rockland Trust Co858$417.0K0.03%+31+3.7%Added
Sawtooth Solutions, LLC854$416.0K0.05%+854New
Paradigm Asset Management Co LLC850$413.1K0.10%−200−19.0%Reduced
SkyView Investment Advisors, LLC35,479$412.0K0.09%+34,675+4,312.8%Added
Middleton & Co Inc845$411.0K0.04%+45+5.6%Added
Great Diamond Partners, LLC835$405.0K0.10%00.0%Unchanged
Two Sigma Securities, LLC834$405.0K0.08%+834New
Spire Wealth Management828$402.0K0.01%00.0%Unchanged
Hurlow Wealth Management Group, Inc.1,306$395.0K0.31%00.0%Unchanged
Avantax Advisory Services, Inc.802$390.0K0.01%+249+45.0%Added
Everence Capital Management Inc800$389.0K0.03%+800New
Palisade Asset Management, LLC790$384.0K0.04%00.0%Unchanged
KB Financial Partners, LLC789$384.0K0.11%+44+5.9%Added
Kolinsky Wealth Management, LLC777$378.0K0.35%+777New
Krane Funds Advisors LLC770$374.0K0.01%+770New
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
J. W. Coons Advisors, LLC750$364.0K0.11%+109+17.0%Added
Haverford Trust Co731$355.0K0.00%−35−4.6%Reduced
AMG National Trust Bank721$350.0K0.01%00.0%Unchanged
Fifth Third Bancorp709$345.0K0.00%+129+22.2%Added
Vontobel Holding Ltd.703$341.0K0.00%+126+21.8%Added
Veriti Management LLC698$339.0K0.04%+698New
Engineers Gate Manager LP685$333.0K0.01%−180−20.8%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
Paces Ferry Wealth Advisors, LLC680$330.0K0.24%−32−4.5%Reduced
Pendal Group Limited672$327.0K0.00%+672New
Intrust Bank NA656$319.0K0.04%+56+9.3%Added
Seelaus Asset Management LLC655$318.0K0.17%−35−5.1%Reduced
Harvest Fund Management Co., Ltd655$318.0K0.05%+655New
Tower Bridge Advisors640$311.0K0.02%00.0%Unchanged
Telemus Capital, LLC639$311.0K0.03%+56+9.6%Added
IBM Retirement Fund635$309.0K0.04%−438−40.8%Reduced
Bruderman Asset Management, LLC636$309.0K0.24%−350−35.5%Reduced
Arabesque Asset Management Ltd634$308.0K0.09%+634New
Capital Investment Advisory Services, LLC631$307.0K0.04%00.0%Unchanged
Aigen Investment Management, LP652$304.0K0.02%+114+21.2%Added
Centiva Capital, LP626$304.0K0.02%+626New
Gyon Technologies Capital Management, LP619$301.0K0.06%+619New
Baldwin Investment Management, LLC617$300.0K0.08%−63−9.3%Reduced
Hall Laurie J Trustee616$299.0K0.11%−50−7.5%Reduced