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 |
|---|---|---|---|---|---|
| Paces Ferry Wealth Advisors, LLC | 677 | $294.0K | 0.23% | −3−0.4% | Reduced |
| Stanley-Laman Group, Ltd. | 687 | $298.0K | 0.04% | +687 | New |
| Cetera Advisor Networks LLC | 700 | $304.0K | 0.00% | −271−27.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 700 | $304.0K | 0.01% | +286+69.1% | Added |
| Haverford Trust Co | 711 | $309.0K | 0.00% | −20−2.7% | Reduced |
| AIA Group Ltd | 712 | $309.0K | 0.01% | +181+34.1% | Added |
| Baldwin Investment Management, LLC | 714 | $310.0K | 0.09% | +97+15.7% | Added |
| AMG National Trust Bank | 721 | $313.0K | 0.01% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 730 | $317.0K | 0.07% | +730 | New |
| IFP Advisors, Inc | 1,530 | $319.0K | 0.00% | +1,135+287.3% | Added |
| J. W. Coons Advisors, LLC | 750 | $324.0K | 0.10% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 750 | $326.0K | 0.02% | 00.0% | Unchanged |
| Apella Capital, LLC | 750 | $326.0K | 0.05% | 00.0% | Unchanged |
| Milestone Advisory Partners | 750 | $326.0K | 0.18% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 752 | $327.0K | 0.14% | +1+0.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 760 | $330.0K | 0.00% | +760 | New |
| Veriti Management LLC | 759 | $330.0K | 0.04% | +61+8.7% | Added |
| Motley Fool Asset Management LLC | 762 | $331.0K | 0.02% | +746+4,662.5% | Added |
| Stokes Capital Advisors, LLC | 779 | $338.0K | 0.10% | −500−39.1% | Reduced |
| Teza Capital Management LLC | 778 | $338.0K | 0.13% | −260−25.0% | Reduced |
| Great Diamond Partners, LLC | 783 | $339.0K | 0.09% | −52−6.2% | Reduced |
| Meeder Asset Management Inc | 816 | $354.0K | 0.02% | +816 | New |
| Spire Wealth Management | 817 | $355.0K | 0.01% | −11−1.3% | Reduced |
| Colony Group LLC | 820 | $356.0K | 0.01% | −397−32.6% | Reduced |
| Horizon Investments, LLC | 825 | $358.0K | 0.01% | +825 | New |
| Avantax Advisory Services, Inc. | 836 | $360.0K | 0.00% | +34+4.2% | Added |
| Alps Advisors Inc | 842 | $366.0K | 0.00% | −115−12.0% | Reduced |
| Middleton & Co Inc | 845 | $367.0K | 0.04% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 846 | $367.0K | 0.05% | +846 | New |
| Paradigm Asset Management Co LLC | 850 | $369.0K | 0.10% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 860 | $373.4K | 0.09% | −50−5.5% | Reduced |
| Beacon Investment Advisory Services, Inc. | 864 | $375.0K | 0.02% | 00.0% | Unchanged |
| Ethic Inc. | 877 | $381.0K | 0.03% | +877 | New |
| Fifth Third Bancorp | 881 | $382.0K | 0.00% | +172+24.3% | Added |
| KCM Investment Advisors LLC | 883 | $383.0K | 0.01% | −300−25.4% | Reduced |
| Bessemer Group Inc | 889 | $386.0K | 0.00% | +470+112.2% | Added |
| CIBC World Markets Inc. | 897 | $389.0K | 0.00% | +36+4.2% | Added |
| Prudential PLC | 897 | $389.0K | 0.01% | +897 | New |
| Nomura Holdings Inc | 918 | $394.0K | 0.00% | −432−32.0% | Reduced |
| Palisade Asset Management, LLC | 915 | $397.0K | 0.05% | +125+15.8% | Added |
| Symmetry Partners, LLC | 920 | $399.0K | 0.03% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 920 | $399.0K | 0.11% | +131+16.6% | Added |
| Krane Funds Advisors LLC | 933 | $405.0K | 0.02% | +163+21.2% | Added |
| HBK Sorce Advisory LLC | 936 | $406.0K | 0.02% | −89−8.7% | Reduced |
| Advisor Partners LLC | 941 | $409.0K | 0.03% | +53+6.0% | Added |
| Natixis Investment Managers International | 944 | $409.0K | 0.01% | +430+83.7% | Added |
| Versant Capital Management, Inc | 944 | $410.0K | 0.13% | +899+1,997.8% | Added |
| Veritable, L.P. | 949 | $412.0K | 0.01% | −211−18.2% | Reduced |
| Eqis Capital Management, Inc. | 959 | $416.0K | 0.04% | −13−1.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 960 | $417.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 965 | $419.0K | 0.01% | −17−1.7% | Reduced |
| Silver Lake Advisory, LLC | 981 | $426.0K | 0.20% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 985 | $428.0K | 0.10% | −34,494−97.2% | Reduced |
| Rockland Trust Co | 987 | $429.0K | 0.03% | +129+15.0% | Added |
| L2 Asset Management, LLC | 989 | $429.0K | 0.27% | +989 | New |
| Verition Fund Management LLC | 990 | $430.0K | 0.01% | +990 | New |
| Miracle Mile Advisors, LLC | 1,000 | $434.0K | 0.02% | 00.0% | Unchanged |
| Toews Corp | 1,000 | $434.0K | 0.08% | +1,000 | New |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 1,000 | $434.1K | 0.20% | −700−41.2% | Reduced |
| Jefferies Group LLC | 1,000 | $434.1K | 0.01% | +1,000 | New |
| Precision Wealth Strategies, LLC | 1,006 | $437.0K | 0.26% | −62−5.8% | Reduced |
| Birch Hill Investment Advisors LLC | 1,012 | $439.0K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,020 | $442.8K | 0.00% | −4,826−82.6% | Reduced |
| Redpoint Investment Management Pty Ltd | 1,022 | $444.0K | 0.04% | 00.0% | Unchanged |
| Covenant Partners, LLC | 1,030 | $447.0K | 0.18% | −23−2.2% | Reduced |
| MAI Capital Management | 1,055 | $458.0K | 0.01% | +39+3.8% | Added |
| D.A. Davidson & Co. | 1,059 | $460.0K | 0.01% | −21−1.9% | Reduced |
| EP Wealth Advisors, LLC | 1,066 | $463.0K | 0.01% | +2+0.2% | Added |
| Vontobel Holding Ltd. | 1,051 | $463.0K | 0.00% | +348+49.5% | Added |
| Smith Shellnut Wilson LLC | 1,071 | $465.0K | 0.24% | −56−5.0% | Reduced |
| Alhambra Investment Partners LLC | 1,070 | $465.0K | 0.31% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,069 | $465.0K | 0.01% | +1,069 | New |
| Pathstone Family Office, LLC | 753 | $466.0K | 0.01% | +71+10.4% | Added |
| Advisors Preferred, LLC | 1,125 | $483.0K | 0.04% | −12,972−92.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 1,116 | $485.0K | 0.04% | +124+12.5% | Added |
| Kestra Private Wealth Services, LLC | 1,116 | $485.0K | 0.02% | +130+13.2% | Added |
| Websterrogers Financial Advisors, LLC | 1,154 | $495.0K | 0.25% | +36+3.2% | Added |
| Kingsview Wealth Management, LLC | 1,164 | $505.4K | 0.02% | −138−10.6% | Reduced |
| LMCG Investments, LLC | 1,189 | $516.0K | 0.03% | +1,189 | New |
| Blueshift Asset Management, LLC | 1,193 | $518.0K | 0.05% | −306−20.4% | Reduced |
| Maven Securities LTD | 1,200 | $521.0K | 0.11% | +770+179.1% | Added |
| Lincoln National Corp | 1,211 | $526.0K | 0.01% | −52−4.1% | Reduced |
| Mayflower Financial Advisors, LLC | 1,216 | $528.0K | 0.07% | +2+0.2% | Added |
| Dean Investment Associates, LLC | 1,225 | $532.0K | 0.10% | −112−8.4% | Reduced |
| Roberts Glore & Co Inc | 1,253 | $544.0K | 0.16% | −5−0.4% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,274 | $553.0K | 0.01% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 1,281 | $556.0K | 0.24% | −32−2.4% | Reduced |
| Curated Wealth Partners LLC | 1,156 | $562.0K | 0.19% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 1,306 | $567.0K | 0.35% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 1,314 | $571.0K | 0.01% | −129−8.9% | Reduced |
| Cetera Investment Advisers | 1,336 | $580.0K | 0.01% | −226−14.5% | Reduced |
| Creative Planning | 1,336 | $580.0K | 0.00% | +94+7.6% | Added |
| People's United Financial, Inc. | 1,338 | $581.0K | 0.02% | +1,338 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,354 | $587.0K | 0.05% | −320−19.1% | Reduced |
| Wesbanco Bank Inc | 1,368 | $594.0K | 0.02% | −129−8.6% | Reduced |
| Versor Investments LP | 1,376 | $597.0K | 0.02% | +765+125.2% | Added |
| HM Payson & Co | 1,398 | $607.0K | 0.01% | +152+12.2% | Added |
| South Dakota Investment Council | 1,400 | $608.0K | 0.01% | −2,420−63.4% | Reduced |
| Connolly Sarah T. | 1,410 | $612.0K | 0.36% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 1,411 | $613.0K | 0.15% | −50−3.4% | Reduced |