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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
Front Row Advisors LLC115$56.0K0.02%−3−2.5%Reduced
Column Capital Advisors, LLC116$56.0K0.01%00.0%Unchanged
Credit Agricole S A116$56.0K0.00%+116New
Leonteq Securities AG115$55.9K0.00%+115New
MUFG Americas Holdings Corp111$54.0K0.00%+68+158.1%Added
NEXT Financial Group, Inc109$53.0K0.00%+35+47.3%Added
Tobam108$52.0K0.00%+108New
Lenox Wealth Advisors, LLC105$51.0K0.01%00.0%Unchanged
Cambridge Trust Co104$51.0K0.00%+104New
CVA Family Office, LLC103$50.0K0.01%+80+347.8%Added
American Research & Management Co.100$49.0K0.01%00.0%Unchanged
Freedman Financial Associates, Inc.100$49.0K0.03%00.0%Unchanged
Gemmer Asset Management LLC94$46.0K0.01%00.0%Unchanged
First Community Trust NA93$45.2K0.04%+93New
Eagle Bay Advisors LLC93$45.0K0.03%−93−50.0%Reduced
Bogart Wealth, LLC92$45.0K0.00%00.0%Unchanged
Fuller & Thaler Asset Management, Inc.80$39.0K0.00%00.0%Unchanged
Allworth Financial LP80$39.0K0.00%+1+1.3%Added
Brewin Dolphin Ltd77$37.0K0.00%00.0%Unchanged
Carroll Financial Associates, Inc.77$37.0K0.00%00.0%Unchanged
Hartford Financial Management Inc.75$36.0K0.01%00.0%Unchanged
Tyler-Stone Wealth Management74$36.0K0.02%+74New
JJJ Advisors Inc.70$34.0K0.01%+16+29.6%Added
Motco67$33.0K0.00%00.0%Unchanged
Glassman Wealth Services68$33.0K0.01%+2+3.0%Added
TD Private Client Wealth LLC67$32.6K0.00%00.0%Unchanged
Fieldpoint Private Securities, LLC65$32.0K0.01%00.0%Unchanged
Quent Capital, LLC65$32.0K0.01%+65New
Ogorek Anthony Joseph65$31.0K0.01%00.0%Unchanged
Private Capital Group, LLC64$31.0K0.01%00.0%Unchanged
Rosenberg Matthew Hamilton64$31.0K0.01%00.0%Unchanged
Smithfield Trust Co62$30.0K0.00%00.0%Unchanged
Baillie Gifford & Co61$30.0K0.00%+61New
Castleview Partners, LLC14,580$30.0K0.00%+14,580New
Arrow Financial Corp60$29.0K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC57$28.0K0.00%+7+14.0%Added
Salem Investment Counselors Inc58$28.0K0.00%+26+81.3%Added
AdvisorNet Financial, Inc55$27.0K0.00%00.0%Unchanged
Dixon Hughes Goodman Wealth Advisors LLC52$25.0K0.01%+52New
TD Waterhouse Canada Inc.52$24.6K0.00%+52New
Delos Wealth Advisors, LLC49$24.0K0.02%+43+716.7%Added
Versant Capital Management, Inc45$22.0K0.01%00.0%Unchanged
Clearstead Advisors, LLC39$19.0K0.00%+33+550.0%Added
Koshinski Asset Management, Inc.36$17.5K0.00%00.0%Unchanged
Johnson Financial Group, Inc.35$17.0K0.00%−8−18.6%Reduced
Manchester Capital Management LLC34$17.0K0.00%+30+750.0%Added
Hantz Financial Services, Inc.34$17.0K0.00%+34New
Sageworth Trust Co of South Dakota33$16.0K0.02%+33New
Duncker Streett & Co Inc30$15.0K0.00%00.0%Unchanged
Proequities, Inc.28$14.0K0.00%−17−37.8%Reduced
C M Bidwell & Associates Ltd29$14.0K0.01%00.0%Unchanged
West Branch Capital LLC28$14.0K0.01%00.0%Unchanged
Piscataqua Savings Bank29$14.0K0.01%00.0%Unchanged
Confluence Wealth Services, Inc.30$14.0K0.00%+30New
Ancora Advisors, LLC27$13.0K0.00%00.0%Unchanged
Cordasco Financial Network27$13.0K0.01%00.0%Unchanged
Hexagon Capital Partners LLC27$13.0K0.00%00.0%Unchanged
Fortitude Advisory Group L.L.C.25$12.0K0.01%+25New
Reilly Financial Advisors, LLC22$11.0K0.00%+22New
Retirement Group, LLC23$11.0K0.00%+23New
Tortoise Investment Management, LLC21$10.0K0.00%+21New
Future Financial Wealth Managment LLC20$10.0K0.01%+20New
High Net Worth Advisory Group LLC20$10.0K0.00%+20New
Geneos Wealth Management Inc.20$9.00K0.00%−7−25.9%Reduced
Lindbrook Capital, LLC19$9.00K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA18$9.00K0.01%00.0%Unchanged
Signet Financial Management, LLC18$9.00K0.00%+18New
FinTrust Capital Advisors, LLC16$8.00K0.00%00.0%Unchanged
Motley Fool Asset Management LLC16$8.00K0.00%+16New
MV Capital Management, Inc.14$7.00K0.00%00.0%Unchanged
Sterling Investment Advisors, Ltd.15$7.00K0.00%00.0%Unchanged
Creative Financial Designs Inc12$6.00K0.00%−25−67.6%Reduced
First Manhattan Co13$6.00K0.00%00.0%Unchanged
Sageworth Trust Co11$5.00K0.00%−39−78.0%Reduced
Winch Advisory Services, LLC10$5.00K0.00%00.0%Unchanged
Concord Wealth Partners10$5.00K0.00%+7+233.3%Added
Cornerstone Advisory, LLC10$5.00K0.00%+10New
Vigilant Capital Management, LLC8$4.00K0.00%00.0%Unchanged
Bedel Financial Consulting, Inc.8$4.00K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.8$3.00K0.00%00.0%Unchanged
Valley National Advisers Inc6$3.00K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC6$3.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc7$3.00K0.00%+2+40.0%Added
Washington Trust Co6$3.00K0.00%+6New
Horan Securities, Inc.6$3.00K0.00%+6New
Schubert & Co6$3.00K0.00%+6New
Shore Point Advisors, LLC7$3.00K0.00%+7New
Raffa Wealth Management, LLC5$2.43K0.00%00.0%Unchanged
Asset Dedication, LLC5$2.00K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC5$2.00K0.00%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC4$2.00K0.00%00.0%Unchanged
Ellevest, Inc.4$2.00K0.00%+4New
Cullen/Frost Bankers, Inc.3$1.00K0.00%−129−97.7%Reduced
Massmutual Trust Co FSB2$1.00K0.00%+2New
PSI Advisors, LLC2$1.00K0.00%+2New
Candlestick Capital Management LP0$00.00%−65,000−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−30,704−100.0%Sold out
AMP Capital Investors Ltd0$00.00%−15,042−100.0%Sold out
HRT Financial LP0$00.00%−10,002−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−7,070−100.0%Sold out