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 |
|---|---|---|---|---|---|
| Hillsdale Investment Management Inc. | 1,460 | $634.0K | 0.04% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 1,456 | $632.0K | 0.24% | +25+1.7% | Added |
| E. Ohman J:or Asset Management AB | 1,454 | $631.3K | 0.02% | −500−25.6% | Reduced |
| Mattern Wealth Management LLC | 1,418 | $616.0K | 0.20% | −34−2.3% | Reduced |
| GYL Financial Synergies, LLC | 1,411 | $613.0K | 0.15% | −50−3.4% | Reduced |
| Connolly Sarah T. | 1,410 | $612.0K | 0.36% | 00.0% | Unchanged |
| South Dakota Investment Council | 1,400 | $608.0K | 0.01% | −2,420−63.4% | Reduced |
| HM Payson & Co | 1,398 | $607.0K | 0.01% | +152+12.2% | Added |
| Versor Investments LP | 1,376 | $597.0K | 0.02% | +765+125.2% | Added |
| Wesbanco Bank Inc | 1,368 | $594.0K | 0.02% | −129−8.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,354 | $587.0K | 0.05% | −320−19.1% | Reduced |
| People's United Financial, Inc. | 1,338 | $581.0K | 0.02% | +1,338 | New |
| 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 |
| Cresset Asset Management, LLC | 1,314 | $571.0K | 0.01% | −129−8.9% | Reduced |
| Hurlow Wealth Management Group, Inc. | 1,306 | $567.0K | 0.35% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 1,156 | $562.0K | 0.19% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 1,281 | $556.0K | 0.24% | −32−2.4% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,274 | $553.0K | 0.01% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 1,253 | $544.0K | 0.16% | −5−0.4% | Reduced |
| Dean Investment Associates, LLC | 1,225 | $532.0K | 0.10% | −112−8.4% | Reduced |
| Mayflower Financial Advisors, LLC | 1,216 | $528.0K | 0.07% | +2+0.2% | Added |
| Lincoln National Corp | 1,211 | $526.0K | 0.01% | −52−4.1% | Reduced |
| Maven Securities LTD | 1,200 | $521.0K | 0.11% | +770+179.1% | Added |
| Blueshift Asset Management, LLC | 1,193 | $518.0K | 0.05% | −306−20.4% | Reduced |
| LMCG Investments, LLC | 1,189 | $516.0K | 0.03% | +1,189 | New |
| Kingsview Wealth Management, LLC | 1,164 | $505.4K | 0.02% | −138−10.6% | Reduced |
| Websterrogers Financial Advisors, LLC | 1,154 | $495.0K | 0.25% | +36+3.2% | Added |
| 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 |
| Advisors Preferred, LLC | 1,125 | $483.0K | 0.04% | −12,972−92.0% | Reduced |
| Pathstone Family Office, LLC | 753 | $466.0K | 0.01% | +71+10.4% | 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 |
| 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 |
| D.A. Davidson & Co. | 1,059 | $460.0K | 0.01% | −21−1.9% | Reduced |
| MAI Capital Management | 1,055 | $458.0K | 0.01% | +39+3.8% | Added |
| Covenant Partners, LLC | 1,030 | $447.0K | 0.18% | −23−2.2% | Reduced |
| Redpoint Investment Management Pty Ltd | 1,022 | $444.0K | 0.04% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,020 | $442.8K | 0.00% | −4,826−82.6% | Reduced |
| Birch Hill Investment Advisors LLC | 1,012 | $439.0K | 0.02% | 00.0% | Unchanged |
| Precision Wealth Strategies, LLC | 1,006 | $437.0K | 0.26% | −62−5.8% | Reduced |
| 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 |
| Miracle Mile Advisors, LLC | 1,000 | $434.0K | 0.02% | 00.0% | Unchanged |
| Toews Corp | 1,000 | $434.0K | 0.08% | +1,000 | New |
| Verition Fund Management LLC | 990 | $430.0K | 0.01% | +990 | New |
| Rockland Trust Co | 987 | $429.0K | 0.03% | +129+15.0% | Added |
| L2 Asset Management, LLC | 989 | $429.0K | 0.27% | +989 | New |
| SkyView Investment Advisors, LLC | 985 | $428.0K | 0.10% | −34,494−97.2% | Reduced |
| Silver Lake Advisory, LLC | 981 | $426.0K | 0.20% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 965 | $419.0K | 0.01% | −17−1.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 960 | $417.0K | 0.01% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 959 | $416.0K | 0.04% | −13−1.3% | Reduced |
| Veritable, L.P. | 949 | $412.0K | 0.01% | −211−18.2% | Reduced |
| Versant Capital Management, Inc | 944 | $410.0K | 0.13% | +899+1,997.8% | Added |
| 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 |
| HBK Sorce Advisory LLC | 936 | $406.0K | 0.02% | −89−8.7% | Reduced |
| Krane Funds Advisors LLC | 933 | $405.0K | 0.02% | +163+21.2% | 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 |
| Palisade Asset Management, LLC | 915 | $397.0K | 0.05% | +125+15.8% | Added |
| Nomura Holdings Inc | 918 | $394.0K | 0.00% | −432−32.0% | Reduced |
| CIBC World Markets Inc. | 897 | $389.0K | 0.00% | +36+4.2% | Added |
| Prudential PLC | 897 | $389.0K | 0.01% | +897 | New |
| Bessemer Group Inc | 889 | $386.0K | 0.00% | +470+112.2% | Added |
| KCM Investment Advisors LLC | 883 | $383.0K | 0.01% | −300−25.4% | Reduced |
| Fifth Third Bancorp | 881 | $382.0K | 0.00% | +172+24.3% | Added |
| Ethic Inc. | 877 | $381.0K | 0.03% | +877 | New |
| Beacon Investment Advisory Services, Inc. | 864 | $375.0K | 0.02% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 860 | $373.4K | 0.09% | −50−5.5% | Reduced |
| Paradigm Asset Management Co LLC | 850 | $369.0K | 0.10% | 00.0% | Unchanged |
| Middleton & Co Inc | 845 | $367.0K | 0.04% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 846 | $367.0K | 0.05% | +846 | New |
| Alps Advisors Inc | 842 | $366.0K | 0.00% | −115−12.0% | Reduced |
| Avantax Advisory Services, Inc. | 836 | $360.0K | 0.00% | +34+4.2% | Added |
| Horizon Investments, LLC | 825 | $358.0K | 0.01% | +825 | New |
| Colony Group LLC | 820 | $356.0K | 0.01% | −397−32.6% | Reduced |
| Spire Wealth Management | 817 | $355.0K | 0.01% | −11−1.3% | Reduced |
| Meeder Asset Management Inc | 816 | $354.0K | 0.02% | +816 | New |
| Great Diamond Partners, LLC | 783 | $339.0K | 0.09% | −52−6.2% | Reduced |
| 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 |
| Motley Fool Asset Management LLC | 762 | $331.0K | 0.02% | +746+4,662.5% | Added |
| Veriti Management LLC | 759 | $330.0K | 0.04% | +61+8.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 760 | $330.0K | 0.00% | +760 | New |
| Investment Partners, Ltd. | 752 | $327.0K | 0.14% | +1+0.1% | Added |
| 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 |
| J. W. Coons Advisors, LLC | 750 | $324.0K | 0.10% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,530 | $319.0K | 0.00% | +1,135+287.3% | Added |
| Strategy Asset Managers LLC | 730 | $317.0K | 0.07% | +730 | New |
| AMG National Trust Bank | 721 | $313.0K | 0.01% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 714 | $310.0K | 0.09% | +97+15.7% | 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 |