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 |
|---|---|---|---|---|---|
| Bennett Selby Investments LP | 616 | $299.0K | 0.17% | −1−0.2% | Reduced |
| 6 Meridian | 613 | $298.0K | 0.02% | +2+0.3% | Added |
| MQS Management LLC | 614 | $298.0K | 0.48% | +614 | 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 |
| Pine Haven Investment Counsel, Inc | 605 | $294.0K | 0.27% | +605 | New |
| Tiedemann Advisors, LLC | 600 | $292.0K | 0.01% | 00.0% | Unchanged |
| Greenleaf Trust | 600 | $292.0K | 0.00% | +23+4.0% | Added |
| Wetherby Asset Management Inc | 598 | $291.0K | 0.02% | +10+1.7% | Added |
| Checchi Capital Advisers, LLC | 597 | $290.0K | 0.03% | 00.0% | Unchanged |
| Center For Asset Management LLC | 589 | $286.0K | 0.21% | +589 | New |
| Profund Advisors LLC | 580 | $282.0K | 0.01% | −1,512−72.3% | Reduced |
| 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 |
| Diversified, LLC | 561 | $273.0K | 0.12% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 558 | $271.0K | 0.03% | −240−30.1% | Reduced |
| Reynders McVeigh Capital Management, LLC | 551 | $268.0K | 0.02% | −87−13.6% | Reduced |
| Capital Square, LLC | 592 | $267.0K | 0.18% | 00.0% | Unchanged |
| Ci Investments Inc. | 545 | $265.0K | 0.00% | −166−23.3% | Reduced |
| Prelude Capital Management, LLC | 537 | $261.0K | 0.01% | +537 | 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 |
| Capco Asset Management, LLC | 525 | $255.0K | 0.07% | 00.0% | Unchanged |
| Caxton Associates LP | 525 | $255.0K | 0.03% | +525 | New |
| Stokes Family Office, LLC | 520 | $253.0K | 0.03% | +520 | New |
| Kestra Advisory Services, LLC | 518 | $252.0K | 0.00% | +518 | New |
| Parallel Advisors, LLC | 516 | $251.0K | 0.01% | +364+239.5% | Added |
| 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 |
| Tilia Fiduciary Partners, Inc. | 511 | $248.0K | 0.20% | +511 | New |
| Laurel Wealth Advisors, Inc. | 507 | $247.0K | 0.02% | +507 | New |
| Sequoia Financial Advisors, LLC | 507 | $246.0K | 0.01% | +507 | New |
| Blue Edge Capital, LLC | 500 | $243.0K | 0.05% | +500 | New |
| 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 |
| LCNB Corp | 491 | $239.0K | 0.11% | −40−7.5% | Reduced |
| Estabrook Capital Management | 485 | $235.7K | 0.03% | 00.0% | Unchanged |
| Caldwell Trust Co | 482 | $234.3K | 0.03% | −70−12.7% | Reduced |
| Keybank National Association | 476 | $231.0K | 0.00% | +476 | New |
| Sage Private Wealth Group, LLC | 474 | $230.0K | 0.29% | −21−4.2% | Reduced |
| River Wealth Advisors LLC | 469 | $228.0K | 0.04% | +469 | New |
| Measured Wealth Private Client Group, LLC | 469 | $228.0K | 0.08% | +469 | New |
| Buckingham Capital Management, Inc. | 465 | $226.0K | 0.04% | +465 | New |
| Chicago Capital, LLC | 466 | $226.0K | 0.01% | +466 | New |
| West Family Investments, Inc. | 461 | $224.0K | 0.06% | +461 | New |
| Meiji Yasuda Asset Management Co Ltd. | 454 | $221.0K | 0.01% | +454 | New |
| CIBC Private Wealth Group, LLC | 450 | $219.0K | 0.00% | +450 | New |
| Claret Asset Management Corp | 435 | $211.0K | 0.04% | +435 | New |
| Maven Securities LTD | 430 | $209.0K | 0.03% | +430 | New |
| McKinley Carter Wealth Services, Inc. | 424 | $206.0K | 0.02% | +424 | New |
| Oppenheimer & Co Inc | 422 | $205.0K | 0.00% | +422 | New |
| Gotham Asset Management, LLC | 421 | $205.0K | 0.01% | +421 | New |
| Bessemer Group Inc | 419 | $204.0K | 0.00% | +15+3.7% | Added |
| Farmers & Merchants Investments Inc | 415 | $202.0K | 0.01% | +12+3.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 414 | $201.0K | 0.01% | +3+0.7% | Added |
| Belpointe Asset Management LLC | 409 | $199.0K | 0.01% | −7−1.7% | Reduced |
| Kings Point Capital Management | 408 | $198.0K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 405 | $197.0K | 0.00% | −47−10.4% | Reduced |
| PrairieView Partners, LLC | 400 | $194.0K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 395 | $190.0K | 0.00% | −14−3.4% | Reduced |
| CWM, LLC | 383 | $186.0K | 0.00% | +383 | New |
| Ellis Investment Partners, LLC | 375 | $182.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| Harbor Investment Advisory, LLC | 365 | $177.0K | 0.02% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 365 | $177.0K | 0.09% | +365 | New |
| Signaturefd, LLC | 319 | $155.0K | 0.00% | +29+10.0% | Added |
| Sentry Investment Management LLC | 312 | $152.0K | 0.04% | +312 | New |
| Covington Capital Management | 297 | $144.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 290 | $141.0K | 0.01% | +290 | New |
| Washington Trust Advisors, Inc. | 252 | $122.0K | 0.01% | +252 | New |
| First Horizon Advisors, Inc. | 245 | $118.0K | 0.00% | −60−19.7% | Reduced |
| Altshuler Shaham Ltd | 241 | $117.0K | 0.00% | −41−14.5% | Reduced |
| Capital Advisors, Ltd. LLC | 237 | $115.0K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 233 | $113.0K | 0.07% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 232 | $113.0K | 0.00% | +175+307.0% | Added |
| Wolff Wiese Magana LLC | 231 | $112.0K | 0.07% | −9−3.8% | Reduced |
| S.A. Mason LLC | 228 | $111.0K | 0.07% | +228 | New |
| Addison Advisors LLC | 225 | $109.0K | 0.07% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 216 | $105.0K | 0.05% | −17−7.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $97.0K | 0.01% | −400−66.7% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 195 | $95.0K | 0.00% | −1,184−85.9% | Reduced |
| Sandy Cove Advisors, LLC | 193 | $94.0K | 0.08% | +193 | New |
| Swedbank AB | 185 | $89.7K | 0.00% | −90,000−99.8% | Reduced |
| American Portfolios Advisors | 184 | $89.4K | 0.00% | +11+6.4% | Added |
| Atticus Wealth Management, LLC | 182 | $88.0K | 0.03% | +182 | New |
| Key Financial Inc | 170 | $83.0K | 0.04% | 00.0% | Unchanged |
| Covestor Ltd | 166 | $81.0K | 0.11% | +166 | New |
| Penserra Capital Management LLC | 165 | $80.0K | 0.00% | +165 | New |
| Quadrant Capital Group LLC | 162 | $79.0K | 0.01% | −2−1.2% | Reduced |
| Clean Yield Group | 160 | $78.0K | 0.03% | +10+6.7% | Added |
| Brown Brothers Harriman & Co | 153 | $74.0K | 0.00% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 144 | $70.0K | 0.03% | +144 | New |
| Huntington National Bank | 133 | $65.0K | 0.00% | +76+133.3% | Added |
| Goodwin Investment Advisory | 125 | $61.0K | 0.05% | 00.0% | Unchanged |
| Sandy Spring Bank | 124 | $60.0K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 120 | $58.3K | 0.02% | 00.0% | Unchanged |