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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.

Q1 2022 vs. Q4 2021

How the institutions holding Factset Research Systems Inc changed between Q4 2021 and Q1 2022.

All holders in Q1 2022All holders in Q4 2021

13F holders of FDS: Q4 2021 compared with Q1 2022
MeasureQ4 2021Of which not filed for Q1 2022Q1 2022Change
Holders6956704+15
Shares34.0M20.0K34.3M+249.1K (+0.7%)
Value$16.5B$9.73M$14.8B−$1.64B (−9.9%)

6 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (82)

Institutions that held Factset Research Systems Inc at the end of Q1 2022 but not at the end of Q4 2021.

Institutions new to FDS in Q1 2022
InstitutionSharesValue% of portfolio
Junto Capital Management LP159,753$69.4M1.91%
HRT Financial LP45,098$19.6M0.14%
Qube Research & Technologies Ltd39,359$17.1M0.15%
Ergoteles LLC37,441$16.3M0.62%
Oribel Capital Management, LP32,200$14.0M2.67%
Point72 Asset Management, L.P.21,529$9.35M0.04%
Boulder Hill Capital Management LP18,200$7.90M4.24%
Amalgamated Financial Corp.15,477$6.72M0.05%
Trexquant Investment LP13,971$6.07M0.28%
Point72 Europe (London) LLP12,100$5.25M1.93%
EHP Funds Inc.9,360$4.06M0.68%
D. E. Shaw & Co., Inc.8,805$3.82M0.01%
Zacks Investment Management8,316$3.61M0.05%
Boothbay Fund Management, LLC7,000$3.04M0.10%
Brookfield Asset Management Inc.6,668$2.90M0.01%
Aurora Investment Managers, LLC.5,170$2.25M1.67%
1832 Asset Management L.P.5,039$2.16M0.00%
Mirabella Financial Services LLP4,868$2.11M0.24%
Caas Capital Management LP4,862$2.11M0.37%
Bridgeway Capital Management, LLC4,800$2.08M0.04%
Dynamic Technology Lab Private Ltd3,367$1.46M0.17%
Paloma Partners Management Co3,329$1.45M0.11%
Point72 Hong Kong Ltd3,167$1.38M0.13%
AGF Investments LLC3,074$1.33M0.11%
Graham Capital Management, L.P.3,044$1.32M0.06%
Jump Financial, LLC3,008$1.31M0.06%
Moore Capital Management, LP2,655$1.15M0.04%
Bayesian Capital Management, LP2,619$1.14M0.17%
McDonald Partners LLC2,153$935.0K0.20%
CTC Capital Management, LLC1,500$651.0K1.75%
Campbell & CO Investment Adviser LLC1,478$642.0K0.17%
People's United Financial, Inc.1,338$581.0K0.02%
LMCG Investments, LLC1,189$516.0K0.03%
Ballentine Partners, LLC1,069$465.0K0.01%
Jefferies Group LLC1,000$434.1K0.01%
Toews Corp1,000$434.0K0.08%
Verition Fund Management LLC990$430.0K0.01%
L2 Asset Management, LLC989$429.0K0.27%
Prudential PLC897$389.0K0.01%
Ethic Inc.877$381.0K0.03%
Arkadios Wealth Advisors846$367.0K0.05%
Horizon Investments, LLC825$358.0K0.01%
Meeder Asset Management Inc816$354.0K0.02%
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main760$330.0K0.00%
Strategy Asset Managers LLC730$317.0K0.07%
Stanley-Laman Group, Ltd.687$298.0K0.04%
San Luis Wealth Advisors LLC592$288.0K0.14%
Convergence Investment Partners, LLC624$271.0K0.14%
Duality Advisers, LP625$271.0K0.03%
Legacy Advisors, LLC616$267.0K0.05%
Metis Global Partners, LLC597$259.0K0.03%
Camden Capital, LLC546$239.0K0.05%
Beacon Pointe Advisors, LLC544$236.0K0.00%
Northeast Financial Consultants Inc524$227.0K0.01%
Gladstone Institutional Advisory LLC514$223.0K0.02%
Toroso Investments, LLC468$203.0K0.01%
Money Concepts Capital Corp276$120.0K0.01%
Gladius Capital Management LP263$115.0K0.04%
State of Wyoming253$110.0K0.06%
Neo Ivy Capital Management112$48.0K0.04%
Pinebridge Investments, L.P.96$42.0K0.00%
Global Retirement Partners, LLC72$27.0K0.00%
Capital Directions Investment Advisors, LLC50$22.0K0.01%
MCF Advisors LLC39$17.0K0.00%
Lloyd Advisory Services, LLC.37$16.0K0.01%
Alaethes Wealth LLC30$13.0K0.01%
TCWP LLC29$12.0K0.00%
Clear Street Markets LLC15$7.00K0.00%
Cordant, Inc.11$5.00K0.00%
Parkside Financial Bank & Trust7$3.00K0.00%
Financial Enhancement Group LLC6$3.00K0.00%
Spartan Planning & Wealth Management7$3.00K0.00%
Disciplined Investments, LLC7$3.00K0.00%
Zions Bancorporation, N.A.4$2.00K0.00%
Providence Capital Advisors, LLC5$2.00K0.00%
GW&K Investment Management, LLC3$1.00K0.00%
Sutton Wealth Advisors Inc.2$8680.00%
West Paces Advisors Inc.1$4340.00%
Cribstone Capital Management, LLC1$00.00%
CFS Investment Advisory Services, LLC82,489$00.00%
Dark Forest Capital Management LP1$00.00%
SJS Investment Consulting Inc.1$00.00%

Sold out (67)

Institutions that held Factset Research Systems Inc at the end of Q4 2021 and filed for Q1 2022 without it.

Institutions that sold out of FDS in Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Grantham, Mayo, Van Otterloo & Co. LLC18,764$9.12M
Twin Tree Management, LP15,897$7.73M
Capitolis Advisors LLC11,698$5.68M
Healthcare of Ontario Pension Plan Trust Fund6,262$3.04M
EAM Global Investors LLC6,223$3.02M
Bishop Rock Capital, L.P.6,118$2.97M
Los Angeles Capital Management LLC4,785$2.33M
Edgestream Partners, L.P.4,771$2.32M
GWM Advisors LLC4,435$2.15M
Connor, Clark & Lunn Investment Management Ltd.4,366$2.12M
PFG Advisors3,518$1.71M
Swiss Life Asset Management Ltd3,164$1.54M
Allianz Asset Management GmbH2,701$1.31M
Algert Global LLC2,633$1.28M
Ovata Capital Management Ltd2,500$1.22M
Holocene Advisors, LP2,428$1.18M
Advisors Asset Management, Inc.2,349$1.14M
Shelton Capital Management2,002$973.0K
Weiss Multi-Strategy Advisers LLC2,000$972.0K
Walleye Trading LLC1,997$971.0K
Northwest & Ethical Investments L.P.1,700$826.2K
Renaissance Technologies LLC1,700$826.0K
Seascape Capital Management1,441$700.0K
Schonfeld Strategic Advisors LLC1,300$632.0K
Virtu Financial LLC1,290$627.0K
BI Asset Management Fondsmaeglerselskab A/S1,087$528.0K
Hennessy Advisors Inc1,000$486.0K
Nations Financial Group Inc,992$482.0K
Prana Capital Management, LP920$447.0K
Sawtooth Solutions, LLC854$416.0K
Two Sigma Securities, LLC834$405.0K
Pendal Group Limited672$327.0K
Tower Bridge Advisors640$311.0K
Arabesque Asset Management Ltd634$308.0K
Capital Investment Advisory Services, LLC631$307.0K
Centiva Capital, LP626$304.0K
Aigen Investment Management, LP652$304.0K
MQS Management LLC614$298.0K
Prelude Capital Management, LLC537$261.0K
Kestra Advisory Services, LLC518$252.0K
Calton & Associates, Inc.513$249.0K
Laurel Wealth Advisors, Inc.507$247.0K
Bailard, Inc.500$243.0K
TRUE Private Wealth Advisors501$243.0K
LCNB Corp491$239.0K
Chicago Capital, LLC466$226.0K
Claret Asset Management Corp435$211.0K
McKinley Carter Wealth Services, Inc.424$206.0K
Oppenheimer & Co Inc422$205.0K
Gotham Asset Management, LLC421$205.0K
CoreCap Advisors, LLC290$141.0K
S.A. Mason LLC228$111.0K
PFG Private Wealth Management, LLC216$105.0K
Archer Investment Corp120$58.3K
Eagle Bay Advisors LLC93$45.0K
Fuller & Thaler Asset Management, Inc.80$39.0K
Castleview Partners, LLC14,580$30.0K
Hantz Financial Services, Inc.34$17.0K
Confluence Wealth Services, Inc.30$14.0K
Future Financial Wealth Managment LLC20$10.0K
Signet Financial Management, LLC18$9.00K
Sterling Investment Advisors, Ltd.15$7.00K
Sageworth Trust Co11$5.00K
Cornerstone Advisory, LLC10$5.00K
Washington Trust Co6$3.00K
Shore Point Advisors, LLC7$3.00K
Ellevest, Inc.4$2.00K

Not filed for Q1 2022 yet (6)

Institutions that held Factset Research Systems Inc at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding FDS in Q4 2021 that haven't filed for Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Andra AP-fonden19,200$9.33M
6 Meridian613$298.0K
NEXT Financial Group, Inc109$53.0K
Carroll Financial Associates, Inc.77$37.0K
Reilly Financial Advisors, LLC22$11.0K
Bell Investment Advisors, Inc7$3.00K