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 |
|---|---|---|---|---|---|
| Mattern Wealth Management LLC | 1,418 | $616.0K | 0.20% | −34−2.3% | Reduced |
| E. Ohman J:or Asset Management AB | 1,454 | $631.3K | 0.02% | −500−25.6% | Reduced |
| D.B. Root & Company, LLC | 1,456 | $632.0K | 0.24% | +25+1.7% | Added |
| Hillsdale Investment Management Inc. | 1,460 | $634.0K | 0.04% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 1,478 | $642.0K | 0.17% | +1,478 | New |
| Heartland Bank & Trust Co | 1,480 | $643.0K | 0.49% | +600+68.2% | Added |
| Norinchukin Bank, The | 1,485 | $645.0K | 0.01% | +317+27.1% | Added |
| Canada Pension Plan Investment Board | 1,500 | $651.0K | 0.00% | −8,500−85.0% | Reduced |
| Anchor Capital Advisors LLC | 1,500 | $651.0K | 0.01% | 00.0% | Unchanged |
| CTC Capital Management, LLC | 1,500 | $651.0K | 1.75% | +1,500 | New |
| Shepherd Financial Partners LLC | 1,501 | $652.0K | 0.12% | +2+0.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 1,503 | $653.0K | 0.01% | −190−11.2% | Reduced |
| Gyon Technologies Capital Management, LP | 1,515 | $658.0K | 0.46% | +896+144.7% | Added |
| Vident Investment Advisory, LLC | 1,527 | $660.0K | 0.02% | +318+26.3% | Added |
| Kovack Advisors, Inc. | 1,536 | $666.0K | 0.07% | −44−2.8% | Reduced |
| Balentine LLC | 1,545 | $671.0K | 0.02% | +69+4.7% | Added |
| Coldstream Capital Management Inc | 1,574 | $683.0K | 0.02% | −100−6.0% | Reduced |
| Yorktown Management & Research Co Inc | 1,600 | $695.0K | 0.59% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 1,611 | $699.0K | 0.01% | +44+2.8% | Added |
| OPSEU Pension Plan Trust Fund | 1,621 | $699.0K | 0.17% | +67+4.3% | Added |
| FourThought Financial, LLC | 1,627 | $706.0K | 0.09% | −479−22.7% | Reduced |
| Ossiam | 1,652 | $717.0K | 0.02% | −62−3.6% | Reduced |
| Stock Yards Bank & Trust Co | 1,669 | $724.0K | 0.04% | −300−15.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,667 | $724.0K | 0.00% | −4−0.2% | Reduced |
| SG Americas Securities, LLC | 1,700 | $738.0K | 0.01% | +466+37.8% | Added |
| Institute for Wealth Management, LLC. | 1,717 | $746.0K | 0.12% | +7+0.4% | Added |
| Impax Asset Management Group plc | 1,739 | $755.0K | 0.00% | +2+0.1% | Added |
| Kenfarb & Co. | 1,765 | $766.0K | 0.61% | 00.0% | Unchanged |
| FORA Capital, LLC | 1,760 | $774.0K | 0.14% | +259+17.3% | Added |
| Lindenwold Advisors | 1,790 | $777.0K | 0.48% | +89+5.2% | Added |
| Northwest Investment Counselors, LLC | 1,792 | $778.0K | 0.21% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 1,816 | $788.0K | 0.22% | +688+61.0% | Added |
| Ameritas Investment Partners, Inc. | 1,818 | $789.0K | 0.03% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 1,816 | $789.0K | 0.06% | +61+3.5% | Added |
| Stratos Wealth Partners, LTD. | 1,831 | $795.0K | 0.02% | −248−11.9% | Reduced |
| Conestoga Capital Advisors, LLC | 1,861 | $808.0K | 0.01% | −428−18.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,862 | $809.0K | 0.17% | +386+26.2% | Added |
| Pacer Advisors, Inc. | 1,913 | $831.0K | 0.01% | −4−0.2% | Reduced |
| Davenport & Co LLC | 1,916 | $832.0K | 0.01% | −134−6.5% | Reduced |
| Ninety One SA (PTY) Ltd | 1,946 | $845.0K | 0.24% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 1,956 | $849.0K | 0.00% | −103,001−98.1% | Reduced |
| Valmark Advisers, Inc. | 1,968 | $854.0K | 0.02% | +53+2.8% | Added |
| Cerro Pacific Wealth Advisors LLC | 2,009 | $872.0K | 0.53% | +30+1.5% | Added |
| Moloney Securities Asset Management, LLC | 2,029 | $881.0K | 0.17% | +104+5.4% | Added |
| Unigestion Holding SA | 2,033 | $883.0K | 0.04% | 00.0% | Unchanged |
| MML Investors Services, LLC | 2,089 | $907.0K | 0.01% | +465+28.6% | Added |
| Glenmede Trust Co NA | 2,096 | $909.0K | 0.00% | +57+2.8% | Added |
| Mercer Global Advisors Inc | 2,095 | $910.0K | 0.01% | +92+4.6% | Added |
| Burney Co | 2,104 | $913.0K | 0.04% | −480−18.6% | Reduced |
| McDonald Partners LLC | 2,153 | $935.0K | 0.20% | +2,153 | New |
| Snowden Capital Advisors LLC | 2,168 | $941.0K | 0.04% | +888+69.4% | Added |
| Henshaw Capital LLC | 2,181 | $946.8K | 0.06% | +4+0.2% | Added |
| New Mexico Educational Retirement Board | 2,200 | $955.0K | 0.04% | −100−4.3% | Reduced |
| Argent Capital Management LLC | 2,200 | $955.0K | 0.03% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 2,200 | $955.0K | 0.59% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 2,210 | $959.0K | 0.01% | +429+24.1% | Added |
| Panagora Asset Management Inc | 2,236 | $971.0K | 0.01% | +190+9.3% | Added |
| Metropolitan Life Insurance Co | 2,286 | $992.5K | 0.04% | −3,498−60.5% | Reduced |
| K.J. Harrison & Partners Inc | 2,300 | $999.0K | 0.16% | −1,000−30.3% | Reduced |
| Haverford Financial Services, Inc. | 2,310 | $1.00M | 0.25% | +950+69.9% | Added |
| Coastal Capital Group, Inc. | 2,342 | $1.02M | 0.24% | −150−6.0% | Reduced |
| Connable Office Inc | 2,390 | $1.04M | 0.14% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 2,409 | $1.05M | 0.04% | +144+6.4% | Added |
| Provident Investment Management, Inc. | 2,412 | $1.05M | 0.10% | −1,038−30.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 2,424 | $1.05M | 0.02% | +5+0.2% | Added |
| Louisiana State Employees Retirement System | 2,400 | $1.06M | 0.03% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 2,555 | $1.11M | 0.06% | +2,101+462.8% | Added |
| Everence Capital Management Inc | 2,560 | $1.11M | 0.09% | +1,760+220.0% | Added |
| Seeyond | 2,585 | $1.12M | 0.11% | −731−22.0% | Reduced |
| SRN Advisors, LLC | 2,601 | $1.13M | 0.50% | +28+1.1% | Added |
| Bayesian Capital Management, LP | 2,619 | $1.14M | 0.17% | +2,619 | New |
| Moore Capital Management, LP | 2,655 | $1.15M | 0.04% | +2,655 | New |
| NN Investment Partners Holdings N.V. | 2,715 | $1.18M | 0.01% | −1,359−33.4% | Reduced |
| First Financial Bank - Trust Division | 2,729 | $1.19M | 0.13% | +297+12.2% | Added |
| Naples Global Advisors, LLC | 2,735 | $1.19M | 0.14% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 2,749 | $1.19M | 0.01% | +6+0.2% | Added |
| Mission Wealth Management, LP | 2,759 | $1.20M | 0.06% | +233+9.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,766 | $1.21M | 0.02% | +1,823+193.3% | Added |
| Maryland State Retirement & Pension System | 2,840 | $1.23M | 0.03% | 00.0% | Unchanged |
| Blair William & Co | 2,864 | $1.24M | 0.00% | −294−9.3% | Reduced |
| AdvisorShares Investments LLC | 2,903 | $1.26M | 0.21% | +244+9.2% | Added |
| Stevens Capital Management LP | 2,911 | $1.26M | 0.28% | −2,674−47.9% | Reduced |
| Spinnaker Trust | 2,922 | $1.27M | 0.09% | 00.0% | Unchanged |
| Captrust Financial Advisors | 2,988 | $1.30M | 0.01% | +963+47.6% | Added |
| Jump Financial, LLC | 3,008 | $1.31M | 0.06% | +3,008 | New |
| Marshall Financial Group LLC | 3,014 | $1.31M | 0.54% | +8+0.3% | Added |
| Graham Capital Management, L.P. | 3,044 | $1.32M | 0.06% | +3,044 | New |
| Gsa Capital Partners LLP | 3,055 | $1.33M | 0.18% | +2,497+447.5% | Added |
| AGF Investments LLC | 3,074 | $1.33M | 0.11% | +3,074 | New |
| Westpac Banking Corp | 3,081 | $1.34M | 0.02% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 3,145 | $1.36M | 0.26% | −25−0.8% | Reduced |
| Point72 Hong Kong Ltd | 3,167 | $1.38M | 0.13% | +3,167 | New |
| Venturi Wealth Management, LLC | 3,205 | $1.39M | 0.11% | −343−9.7% | Reduced |
| Doyle Wealth Management | 3,203 | $1.39M | 0.10% | +266+9.1% | Added |
| Strong Tower Advisory Services | 3,215 | $1.40M | 0.72% | +572+21.6% | Added |
| Securian Asset Management, Inc | 3,228 | $1.40M | 0.03% | 00.0% | Unchanged |
| American Century Companies Inc | 3,246 | $1.41M | 0.00% | +317+10.8% | Added |
| Teachers Retirement System of the State of Kentucky | 3,291 | $1.43M | 0.01% | −1,116−25.3% | Reduced |
| Paloma Partners Management Co | 3,329 | $1.45M | 0.11% | +3,329 | New |
| Dynamic Technology Lab Private Ltd | 3,367 | $1.46M | 0.17% | +3,367 | New |