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 |
|---|---|---|---|---|---|
| Hartford Investment Management Co | 3,600 | $1.56M | 0.04% | −234−6.1% | Reduced |
| Wealthfront Advisers LLC | 3,446 | $1.50M | 0.01% | +2,006+139.3% | Added |
| Fort Washington Investment Advisors Inc | 3,425 | $1.49M | 0.01% | +1,705+99.1% | Added |
| USS Investment Management Ltd | 3,391 | $1.47M | 0.01% | −4,997−59.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 3,367 | $1.46M | 0.17% | +3,367 | New |
| Paloma Partners Management Co | 3,329 | $1.45M | 0.11% | +3,329 | New |
| Teachers Retirement System of the State of Kentucky | 3,291 | $1.43M | 0.01% | −1,116−25.3% | Reduced |
| American Century Companies Inc | 3,246 | $1.41M | 0.00% | +317+10.8% | Added |
| Securian Asset Management, Inc | 3,228 | $1.40M | 0.03% | 00.0% | Unchanged |
| Strong Tower Advisory Services | 3,215 | $1.40M | 0.72% | +572+21.6% | Added |
| 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 |
| Point72 Hong Kong Ltd | 3,167 | $1.38M | 0.13% | +3,167 | New |
| Dividend Assets Capital, LLC | 3,145 | $1.36M | 0.26% | −25−0.8% | Reduced |
| Westpac Banking Corp | 3,081 | $1.34M | 0.02% | 00.0% | Unchanged |
| AGF Investments LLC | 3,074 | $1.33M | 0.11% | +3,074 | New |
| Gsa Capital Partners LLP | 3,055 | $1.33M | 0.18% | +2,497+447.5% | Added |
| Graham Capital Management, L.P. | 3,044 | $1.32M | 0.06% | +3,044 | New |
| Marshall Financial Group LLC | 3,014 | $1.31M | 0.54% | +8+0.3% | Added |
| Jump Financial, LLC | 3,008 | $1.31M | 0.06% | +3,008 | New |
| Captrust Financial Advisors | 2,988 | $1.30M | 0.01% | +963+47.6% | Added |
| Spinnaker Trust | 2,922 | $1.27M | 0.09% | 00.0% | Unchanged |
| Stevens Capital Management LP | 2,911 | $1.26M | 0.28% | −2,674−47.9% | Reduced |
| AdvisorShares Investments LLC | 2,903 | $1.26M | 0.21% | +244+9.2% | Added |
| Blair William & Co | 2,864 | $1.24M | 0.00% | −294−9.3% | Reduced |
| Maryland State Retirement & Pension System | 2,840 | $1.23M | 0.03% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,766 | $1.21M | 0.02% | +1,823+193.3% | Added |
| Mission Wealth Management, LP | 2,759 | $1.20M | 0.06% | +233+9.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 2,749 | $1.19M | 0.01% | +6+0.2% | Added |
| Naples Global Advisors, LLC | 2,735 | $1.19M | 0.14% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 2,729 | $1.19M | 0.13% | +297+12.2% | Added |
| NN Investment Partners Holdings N.V. | 2,715 | $1.18M | 0.01% | −1,359−33.4% | Reduced |
| Moore Capital Management, LP | 2,655 | $1.15M | 0.04% | +2,655 | New |
| Bayesian Capital Management, LP | 2,619 | $1.14M | 0.17% | +2,619 | New |
| SRN Advisors, LLC | 2,601 | $1.13M | 0.50% | +28+1.1% | Added |
| Seeyond | 2,585 | $1.12M | 0.11% | −731−22.0% | Reduced |
| Everence Capital Management Inc | 2,560 | $1.11M | 0.09% | +1,760+220.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 2,555 | $1.11M | 0.06% | +2,101+462.8% | Added |
| Louisiana State Employees Retirement System | 2,400 | $1.06M | 0.03% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 2,424 | $1.05M | 0.02% | +5+0.2% | Added |
| Provident Investment Management, Inc. | 2,412 | $1.05M | 0.10% | −1,038−30.1% | Reduced |
| Kentucky Retirement Systems | 2,409 | $1.05M | 0.04% | +144+6.4% | Added |
| Connable Office Inc | 2,390 | $1.04M | 0.14% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 2,342 | $1.02M | 0.24% | −150−6.0% | Reduced |
| Haverford Financial Services, Inc. | 2,310 | $1.00M | 0.25% | +950+69.9% | Added |
| K.J. Harrison & Partners Inc | 2,300 | $999.0K | 0.16% | −1,000−30.3% | Reduced |
| Metropolitan Life Insurance Co | 2,286 | $992.5K | 0.04% | −3,498−60.5% | Reduced |
| Panagora Asset Management Inc | 2,236 | $971.0K | 0.01% | +190+9.3% | Added |
| Private Advisor Group, LLC | 2,210 | $959.0K | 0.01% | +429+24.1% | 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 |
| Henshaw Capital LLC | 2,181 | $946.8K | 0.06% | +4+0.2% | Added |
| Snowden Capital Advisors LLC | 2,168 | $941.0K | 0.04% | +888+69.4% | Added |
| McDonald Partners LLC | 2,153 | $935.0K | 0.20% | +2,153 | New |
| Burney Co | 2,104 | $913.0K | 0.04% | −480−18.6% | Reduced |
| Mercer Global Advisors Inc | 2,095 | $910.0K | 0.01% | +92+4.6% | Added |
| Glenmede Trust Co NA | 2,096 | $909.0K | 0.00% | +57+2.8% | Added |
| MML Investors Services, LLC | 2,089 | $907.0K | 0.01% | +465+28.6% | Added |
| Unigestion Holding SA | 2,033 | $883.0K | 0.04% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 2,029 | $881.0K | 0.17% | +104+5.4% | Added |
| Cerro Pacific Wealth Advisors LLC | 2,009 | $872.0K | 0.53% | +30+1.5% | Added |
| Valmark Advisers, Inc. | 1,968 | $854.0K | 0.02% | +53+2.8% | Added |
| Arrowstreet Capital, Limited Partnership | 1,956 | $849.0K | 0.00% | −103,001−98.1% | Reduced |
| Ninety One SA (PTY) Ltd | 1,946 | $845.0K | 0.24% | 00.0% | Unchanged |
| Davenport & Co LLC | 1,916 | $832.0K | 0.01% | −134−6.5% | Reduced |
| Pacer Advisors, Inc. | 1,913 | $831.0K | 0.01% | −4−0.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,862 | $809.0K | 0.17% | +386+26.2% | Added |
| Conestoga Capital Advisors, LLC | 1,861 | $808.0K | 0.01% | −428−18.7% | Reduced |
| Stratos Wealth Partners, LTD. | 1,831 | $795.0K | 0.02% | −248−11.9% | Reduced |
| 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 |
| Dumont & Blake Investment Advisors LLC | 1,816 | $788.0K | 0.22% | +688+61.0% | Added |
| Northwest Investment Counselors, LLC | 1,792 | $778.0K | 0.21% | 00.0% | Unchanged |
| Lindenwold Advisors | 1,790 | $777.0K | 0.48% | +89+5.2% | Added |
| FORA Capital, LLC | 1,760 | $774.0K | 0.14% | +259+17.3% | Added |
| Kenfarb & Co. | 1,765 | $766.0K | 0.61% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 1,739 | $755.0K | 0.00% | +2+0.1% | Added |
| Institute for Wealth Management, LLC. | 1,717 | $746.0K | 0.12% | +7+0.4% | Added |
| SG Americas Securities, LLC | 1,700 | $738.0K | 0.01% | +466+37.8% | Added |
| 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 |
| Ossiam | 1,652 | $717.0K | 0.02% | −62−3.6% | Reduced |
| FourThought Financial, LLC | 1,627 | $706.0K | 0.09% | −479−22.7% | Reduced |
| 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 |
| Yorktown Management & Research Co Inc | 1,600 | $695.0K | 0.59% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,574 | $683.0K | 0.02% | −100−6.0% | Reduced |
| Balentine LLC | 1,545 | $671.0K | 0.02% | +69+4.7% | Added |
| Kovack Advisors, Inc. | 1,536 | $666.0K | 0.07% | −44−2.8% | Reduced |
| Vident Investment Advisory, LLC | 1,527 | $660.0K | 0.02% | +318+26.3% | Added |
| Gyon Technologies Capital Management, LP | 1,515 | $658.0K | 0.46% | +896+144.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 1,503 | $653.0K | 0.01% | −190−11.2% | Reduced |
| Shepherd Financial Partners LLC | 1,501 | $652.0K | 0.12% | +2+0.1% | 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 |
| Norinchukin Bank, The | 1,485 | $645.0K | 0.01% | +317+27.1% | Added |
| Heartland Bank & Trust Co | 1,480 | $643.0K | 0.49% | +600+68.2% | Added |
| Campbell & CO Investment Adviser LLC | 1,478 | $642.0K | 0.17% | +1,478 | New |