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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, Q1 2022

Institutional positions in Factset Research Systems Inc as of Mar 31, 2022. 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
704
+15 vs. Q4 2021
Shares held
34.3M
+249.1K (+0.7%) vs. Q4 2021
Total value
$14.8B
−$1.64B (−9.9%) vs. Q4 2021
New holders
82
247 more added
Sold out
67
239 more reduced

6 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2022: 704 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 heldQ1 2022: $14.8B
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, Q1 2022

Shares, value and share of portfolio for each institution holding Factset Research Systems Inc; share changes are against Q4 2021.

Institutions holding FDS in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Cribstone Capital Management, LLC1$00.00%+1New
CFS Investment Advisory Services, LLC82,489$00.00%+82,489New
Dark Forest Capital Management LP1$00.00%+1New
SJS Investment Consulting Inc.1$00.00%+1New
West Paces Advisors Inc.1$4340.00%+1New
Sutton Wealth Advisors Inc.2$8680.00%+2New
Massmutual Trust Co FSB2$1.00K0.00%00.0%Unchanged
PSI Advisors, LLC2$1.00K0.00%00.0%Unchanged
GW&K Investment Management, LLC3$1.00K0.00%+3New
Sageworth Trust Co of South Dakota5$2.00K0.00%−28−84.8%Reduced
BerganKDV Wealth Management, LLC5$2.00K0.00%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC4$2.00K0.00%00.0%Unchanged
Zions Bancorporation, N.A.4$2.00K0.00%+4New
Providence Capital Advisors, LLC5$2.00K0.00%+5New
Raffa Wealth Management, LLC5$2.17K0.00%00.0%Unchanged
Concord Wealth Partners6$3.00K0.00%−4−40.0%Reduced
Vigilant Capital Management, LLC8$3.00K0.00%00.0%Unchanged
Bedel Financial Consulting, Inc.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
Horan Securities, Inc.6$3.00K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.8$3.00K0.00%00.0%Unchanged
Schubert & Co7$3.00K0.00%+1+16.7%Added
Asset Dedication, LLC7$3.00K0.00%+2+40.0%Added
Cullen/Frost Bankers, Inc.7$3.00K0.00%+4+133.3%Added
Parkside Financial Bank & Trust7$3.00K0.00%+7New
Financial Enhancement Group LLC6$3.00K0.00%+6New
Spartan Planning & Wealth Management7$3.00K0.00%+7New
Disciplined Investments, LLC7$3.00K0.00%+7New
Winch Advisory Services, LLC10$4.00K0.00%00.0%Unchanged
First Manhattan Co13$5.00K0.00%00.0%Unchanged
Creative Financial Designs Inc12$5.00K0.00%00.0%Unchanged
Cordant, Inc.11$5.00K0.00%+11New
Lindbrook Capital, LLC15$7.00K0.00%−4−21.1%Reduced
FinTrust Capital Advisors, LLC16$7.00K0.00%00.0%Unchanged
Clear Street Markets LLC15$7.00K0.00%+15New
Farmers & Merchants Trust Co of Chambersburg PA18$8.00K0.01%00.0%Unchanged
Geneos Wealth Management Inc.20$8.00K0.00%00.0%Unchanged
Tortoise Investment Management, LLC21$9.00K0.00%00.0%Unchanged
High Net Worth Advisory Group LLC20$9.00K0.00%00.0%Unchanged
MV Capital Management, Inc.24$10.0K0.00%+10+71.4%Added
Fortitude Advisory Group L.L.C.25$11.0K0.01%00.0%Unchanged
Johnson Financial Group, Inc.27$12.0K0.00%−8−22.9%Reduced
West Branch Capital LLC28$12.0K0.01%00.0%Unchanged
Ancora Advisors, LLC27$12.0K0.00%00.0%Unchanged
Cordasco Financial Network27$12.0K0.01%00.0%Unchanged
Hexagon Capital Partners LLC27$12.0K0.00%00.0%Unchanged
TCWP LLC29$12.0K0.00%+29New
Duncker Streett & Co Inc30$13.0K0.00%00.0%Unchanged
Proequities, Inc.30$13.0K0.00%+2+7.1%Added
C M Bidwell & Associates Ltd29$13.0K0.01%00.0%Unchanged
Piscataqua Savings Bank29$13.0K0.01%00.0%Unchanged
Retirement Group, LLC29$13.0K0.01%+6+26.1%Added
Alaethes Wealth LLC30$13.0K0.01%+30New
Manchester Capital Management LLC34$15.0K0.00%00.0%Unchanged
Koshinski Asset Management, Inc.36$15.6K0.00%00.0%Unchanged
Lloyd Advisory Services, LLC.37$16.0K0.01%+37New
Leonteq Securities AG37$16.1K0.00%−78−67.8%Reduced
Private Capital Group, LLC38$17.0K0.00%−26−40.6%Reduced
Clearstead Advisors, LLC39$17.0K0.00%00.0%Unchanged
MCF Advisors LLC39$17.0K0.00%+39New
Salem Investment Counselors Inc46$20.0K0.00%−12−20.7%Reduced
Delos Wealth Advisors, LLC49$21.0K0.02%00.0%Unchanged
Capital Directions Investment Advisors, LLC50$22.0K0.01%+50New
TD Waterhouse Canada Inc.52$22.3K0.00%00.0%Unchanged
Dixon Hughes Goodman Wealth Advisors LLC52$23.0K0.01%00.0%Unchanged
Fieldpoint Private Securities, LLC55$24.0K0.00%−10−15.4%Reduced
AdvisorNet Financial, Inc55$24.0K0.00%00.0%Unchanged
Smithfield Trust Co62$26.0K0.00%00.0%Unchanged
Baillie Gifford & Co61$26.0K0.00%00.0%Unchanged
Arrow Financial Corp60$26.0K0.00%00.0%Unchanged
Global Retirement Partners, LLC72$27.0K0.00%+72New
First Horizon Advisors, Inc.64$28.0K0.00%−181−73.9%Reduced
Ogorek Anthony Joseph65$28.0K0.01%00.0%Unchanged
Rosenberg Matthew Hamilton63$28.0K0.01%−1−1.6%Reduced
Motco67$29.0K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC69$30.0K0.00%+12+21.1%Added
TD Private Client Wealth LLC73$31.7K0.00%+6+9.0%Added
Brewin Dolphin Ltd77$33.0K0.00%00.0%Unchanged
Hartford Financial Management Inc.75$33.0K0.01%00.0%Unchanged
JJJ Advisors Inc.77$33.0K0.01%+7+10.0%Added
Allworth Financial LP79$34.0K0.00%−1−1.3%Reduced
Tyler-Stone Wealth Management81$35.0K0.02%+7+9.5%Added
Atticus Wealth Management, LLC82$36.0K0.01%−100−54.9%Reduced
Quent Capital, LLC84$37.0K0.01%+19+29.2%Added
Gemmer Asset Management LLC94$40.0K0.00%00.0%Unchanged
Bogart Wealth, LLC92$40.0K0.00%00.0%Unchanged
Pinebridge Investments, L.P.96$42.0K0.00%+96New
Huntington National Bank98$43.0K0.00%−35−26.3%Reduced
American Research & Management Co.100$43.0K0.01%00.0%Unchanged
Freedman Financial Associates, Inc.100$43.0K0.03%00.0%Unchanged
First Community Trust NA100$43.0K0.04%+7+7.5%Added
Cambridge Trust Co104$45.0K0.00%00.0%Unchanged
CVA Family Office, LLC103$45.0K0.01%00.0%Unchanged
Lenox Wealth Advisors, LLC105$46.0K0.01%00.0%Unchanged
Glassman Wealth Services107$46.0K0.01%+39+57.4%Added
Neo Ivy Capital Management112$48.0K0.04%+112New
Front Row Advisors LLC114$49.0K0.02%−1−0.9%Reduced
Credit Agricole S A116$50.0K0.00%00.0%Unchanged
Column Capital Advisors, LLC116$50.0K0.01%00.0%Unchanged