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.
| 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, Q1 2022
Shares, value and share of portfolio for each institution holding Factset Research Systems Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Goodwin Investment Advisory | 125 | $54.0K | 0.04% | 00.0% | Unchanged |
| Sandy Spring Bank | 124 | $54.0K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 130 | $56.0K | 0.00% | +19+17.1% | Added |
| Okabena Investment Services Inc | 144 | $63.0K | 0.03% | 00.0% | Unchanged |
| Clean Yield Group | 160 | $69.0K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 165 | $72.0K | 0.00% | +12+7.8% | Added |
| Key Financial Inc | 170 | $74.0K | 0.04% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 178 | $77.0K | 0.00% | +13+7.9% | Added |
| American Portfolios Advisors | 184 | $79.9K | 0.00% | 00.0% | Unchanged |
| Swedbank AB | 185 | $80.3K | 0.00% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 193 | $84.0K | 0.07% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 194 | $84.0K | 0.01% | +32+19.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $87.0K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 202 | $88.0K | 0.00% | −39−16.2% | Reduced |
| Wolff Wiese Magana LLC | 218 | $95.0K | 0.06% | −13−5.6% | Reduced |
| Harvest Fund Management Co., Ltd | 225 | $97.0K | 0.02% | −430−65.6% | Reduced |
| Addison Advisors LLC | 225 | $98.0K | 0.05% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 231 | $102.0K | 0.00% | −285−55.2% | Reduced |
| Capital Advisors, Ltd. LLC | 237 | $103.0K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 252 | $109.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 253 | $110.0K | 0.06% | +253 | New |
| Gladius Capital Management LP | 263 | $115.0K | 0.04% | +263 | New |
| Sentry Investment Management LLC | 267 | $116.0K | 0.04% | −45−14.4% | Reduced |
| Money Concepts Capital Corp | 276 | $120.0K | 0.01% | +276 | New |
| Ci Investments Inc. | 284 | $123.0K | 0.00% | −261−47.9% | Reduced |
| Assetmark, Inc | 289 | $125.0K | 0.00% | −116−28.6% | Reduced |
| Covington Capital Management | 297 | $129.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 301 | $131.0K | 0.10% | +68+29.2% | Added |
| Federated Hermes, Inc. | 305 | $132.0K | 0.00% | −62−16.9% | Reduced |
| Fred Alger Management, LLC | 332 | $144.0K | 0.00% | +100+43.1% | Added |
| Covestor Ltd | 332 | $144.0K | 0.10% | +166+100.0% | Added |
| Desjardins Global Asset Management Inc. | 349 | $151.0K | 0.01% | −18−4.9% | Reduced |
| Zullo Investment Group, Inc. | 350 | $152.0K | 0.08% | −15−4.1% | Reduced |
| Signaturefd, LLC | 358 | $155.0K | 0.00% | +39+12.2% | Added |
| Harbor Investment Advisory, LLC | 365 | $158.0K | 0.02% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 375 | $162.0K | 0.04% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 383 | $166.0K | 0.00% | −2,017−84.0% | Reduced |
| PrairieView Partners, LLC | 400 | $174.0K | 0.02% | 00.0% | Unchanged |
| Kings Point Capital Management | 408 | $177.0K | 0.02% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 410 | $178.0K | 0.01% | +1+0.2% | Added |
| Farmers & Merchants Investments Inc | 415 | $180.0K | 0.01% | 00.0% | Unchanged |
| West Family Investments, Inc. | 461 | $200.0K | 0.06% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 464 | $201.0K | 0.00% | +269+137.9% | Added |
| Buckingham Capital Management, Inc. | 465 | $202.0K | 0.03% | 00.0% | Unchanged |
| Toroso Investments, LLC | 468 | $203.0K | 0.01% | +468 | New |
| Measured Wealth Private Client Group, LLC | 469 | $204.0K | 0.07% | 00.0% | Unchanged |
| Caldwell Trust Co | 482 | $209.3K | 0.02% | 00.0% | Unchanged |
| Estabrook Capital Management | 497 | $215.8K | 0.03% | +12+2.5% | Added |
| Arbor Investment Advisors, LLC | 500 | $217.0K | 0.04% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 500 | $217.1K | 0.04% | 00.0% | Unchanged |
| Bruderman Asset Management, LLC | 510 | $219.0K | 0.33% | −126−19.8% | Reduced |
| Stokes Family Office, LLC | 507 | $220.0K | 0.03% | −13−2.5% | Reduced |
| Davis R M Inc | 511 | $222.0K | 0.01% | −100−16.4% | Reduced |
| Tilia Fiduciary Partners, Inc. | 511 | $222.0K | 0.19% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 514 | $223.0K | 0.02% | +514 | New |
| Ontario Teachers Pension Plan Board | 515 | $224.0K | 0.00% | −894−63.4% | Reduced |
| Keybank National Association | 519 | $225.0K | 0.00% | +43+9.0% | Added |
| Delta Asset Management LLC | 520 | $226.0K | 0.02% | −10−1.9% | Reduced |
| Northeast Financial Consultants Inc | 524 | $227.0K | 0.01% | +524 | New |
| Profund Advisors LLC | 526 | $228.0K | 0.01% | −54−9.3% | Reduced |
| Caxton Associates LP | 525 | $228.0K | 0.02% | 00.0% | Unchanged |
| Capco Asset Management, LLC | 525 | $228.0K | 0.06% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 525 | $228.0K | 0.00% | +75+16.7% | Added |
| Gamco Investors, Inc. Et Al | 530 | $230.0K | 0.00% | 00.0% | Unchanged |
| Natixis | 533 | $231.0K | 0.00% | −1,314−71.1% | Reduced |
| Sage Private Wealth Group, LLC | 531 | $231.0K | 0.22% | +57+12.0% | Added |
| AlphaCrest Capital Management LLC | 544 | $236.0K | 0.01% | −1,909−77.8% | Reduced |
| Beacon Pointe Advisors, LLC | 544 | $236.0K | 0.00% | +544 | New |
| Capital Square, LLC | 547 | $237.0K | 0.17% | −45−7.6% | Reduced |
| Murphy Capital Management Inc | 550 | $238.0K | 0.03% | +50+10.0% | Added |
| Reynders McVeigh Capital Management, LLC | 551 | $239.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 551 | $239.0K | 0.00% | +168+43.9% | Added |
| Camden Capital, LLC | 546 | $239.0K | 0.05% | +546 | New |
| Center For Asset Management LLC | 556 | $241.0K | 0.19% | −33−5.6% | Reduced |
| Diversified, LLC | 561 | $244.0K | 0.10% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 568 | $247.0K | 0.04% | +99+21.1% | Added |
| Tocqueville Asset Management L.P. | 575 | $250.0K | 0.00% | 00.0% | Unchanged |
| Martin Investment Management, LLC | 575 | $250.0K | 0.06% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 579 | $251.0K | 0.01% | −19−3.2% | Reduced |
| Sequoia Financial Advisors, LLC | 579 | $251.0K | 0.01% | +72+14.2% | Added |
| Vestcor Inc | 596 | $259.0K | 0.01% | −448−42.9% | Reduced |
| Checchi Capital Advisers, LLC | 597 | $259.0K | 0.03% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 597 | $259.0K | 0.03% | +597 | New |
| IBM Retirement Fund | 606 | $263.0K | 0.04% | −29−4.6% | Reduced |
| Pine Haven Investment Counsel, Inc | 605 | $263.0K | 0.26% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 616 | $267.0K | 0.10% | 00.0% | Unchanged |
| Bennett Selby Investments LP | 615 | $267.0K | 0.16% | −1−0.2% | Reduced |
| Legacy Advisors, LLC | 616 | $267.0K | 0.05% | +616 | New |
| Greenleaf Trust | 625 | $271.0K | 0.00% | +25+4.2% | Added |
| Convergence Investment Partners, LLC | 624 | $271.0K | 0.14% | +624 | New |
| Duality Advisers, LP | 625 | $271.0K | 0.03% | +625 | New |
| Kolinsky Wealth Management, LLC | 627 | $272.0K | 0.27% | −150−19.3% | Reduced |
| Tiedemann Advisors, LLC | 634 | $275.0K | 0.01% | +34+5.7% | Added |
| Engineers Gate Manager LP | 650 | $282.0K | 0.01% | −35−5.1% | Reduced |
| Intrust Bank NA | 651 | $282.0K | 0.04% | −5−0.8% | Reduced |
| Telemus Capital, LLC | 653 | $283.0K | 0.02% | +14+2.2% | Added |
| Edmond de Rothschild Holding S.A. | 654 | $284.0K | 0.01% | −27−4.0% | Reduced |
| Seelaus Asset Management LLC | 655 | $284.0K | 0.17% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 592 | $288.0K | 0.14% | +592 | New |
| Cigna Investments Inc | 672 | $292.0K | 0.04% | −186−21.7% | Reduced |