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 |
|---|---|---|---|---|---|
| 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 |
| Stanley-Laman Group, Ltd. | 687 | $298.0K | 0.04% | +687 | New |
| Paces Ferry Wealth Advisors, LLC | 677 | $294.0K | 0.23% | −3−0.4% | Reduced |
| Cigna Investments Inc | 672 | $292.0K | 0.04% | −186−21.7% | Reduced |
| San Luis Wealth Advisors LLC | 592 | $288.0K | 0.14% | +592 | New |
| 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 |
| Telemus Capital, LLC | 653 | $283.0K | 0.02% | +14+2.2% | 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 |
| Tiedemann Advisors, LLC | 634 | $275.0K | 0.01% | +34+5.7% | Added |
| Kolinsky Wealth Management, LLC | 627 | $272.0K | 0.27% | −150−19.3% | Reduced |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| River Wealth Advisors LLC | 568 | $247.0K | 0.04% | +99+21.1% | Added |
| Diversified, LLC | 561 | $244.0K | 0.10% | 00.0% | Unchanged |
| Center For Asset Management LLC | 556 | $241.0K | 0.19% | −33−5.6% | Reduced |
| 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 |
| Murphy Capital Management Inc | 550 | $238.0K | 0.03% | +50+10.0% | Added |
| Capital Square, LLC | 547 | $237.0K | 0.17% | −45−7.6% | Reduced |
| 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 |
| 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 |
| Gamco Investors, Inc. Et Al | 530 | $230.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Northeast Financial Consultants Inc | 524 | $227.0K | 0.01% | +524 | New |
| Delta Asset Management LLC | 520 | $226.0K | 0.02% | −10−1.9% | Reduced |
| Keybank National Association | 519 | $225.0K | 0.00% | +43+9.0% | Added |
| Ontario Teachers Pension Plan Board | 515 | $224.0K | 0.00% | −894−63.4% | Reduced |
| Gladstone Institutional Advisory LLC | 514 | $223.0K | 0.02% | +514 | New |
| 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 |
| Stokes Family Office, LLC | 507 | $220.0K | 0.03% | −13−2.5% | Reduced |
| Bruderman Asset Management, LLC | 510 | $219.0K | 0.33% | −126−19.8% | Reduced |
| Blue Edge Capital, LLC | 500 | $217.1K | 0.04% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 500 | $217.0K | 0.04% | 00.0% | Unchanged |
| Estabrook Capital Management | 497 | $215.8K | 0.03% | +12+2.5% | Added |
| Caldwell Trust Co | 482 | $209.3K | 0.02% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 469 | $204.0K | 0.07% | 00.0% | Unchanged |
| Toroso Investments, LLC | 468 | $203.0K | 0.01% | +468 | New |
| Buckingham Capital Management, Inc. | 465 | $202.0K | 0.03% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 464 | $201.0K | 0.00% | +269+137.9% | Added |
| West Family Investments, Inc. | 461 | $200.0K | 0.06% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 415 | $180.0K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 410 | $178.0K | 0.01% | +1+0.2% | Added |
| Kings Point Capital Management | 408 | $177.0K | 0.02% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 400 | $174.0K | 0.02% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 383 | $166.0K | 0.00% | −2,017−84.0% | Reduced |
| Ellis Investment Partners, LLC | 375 | $162.0K | 0.04% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 365 | $158.0K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 358 | $155.0K | 0.00% | +39+12.2% | Added |
| Zullo Investment Group, Inc. | 350 | $152.0K | 0.08% | −15−4.1% | Reduced |
| Desjardins Global Asset Management Inc. | 349 | $151.0K | 0.01% | −18−4.9% | 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 |
| Federated Hermes, Inc. | 305 | $132.0K | 0.00% | −62−16.9% | Reduced |
| Riverview Trust Co | 301 | $131.0K | 0.10% | +68+29.2% | Added |
| Covington Capital Management | 297 | $129.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 289 | $125.0K | 0.00% | −116−28.6% | Reduced |
| Ci Investments Inc. | 284 | $123.0K | 0.00% | −261−47.9% | Reduced |
| Money Concepts Capital Corp | 276 | $120.0K | 0.01% | +276 | New |
| Sentry Investment Management LLC | 267 | $116.0K | 0.04% | −45−14.4% | Reduced |
| Gladius Capital Management LP | 263 | $115.0K | 0.04% | +263 | New |
| State of Wyoming | 253 | $110.0K | 0.06% | +253 | New |
| Washington Trust Advisors, Inc. | 252 | $109.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 237 | $103.0K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 231 | $102.0K | 0.00% | −285−55.2% | Reduced |
| Addison Advisors LLC | 225 | $98.0K | 0.05% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 225 | $97.0K | 0.02% | −430−65.6% | Reduced |
| Wolff Wiese Magana LLC | 218 | $95.0K | 0.06% | −13−5.6% | Reduced |
| Altshuler Shaham Ltd | 202 | $88.0K | 0.00% | −39−16.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $87.0K | 0.01% | 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 |
| Swedbank AB | 185 | $80.3K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 184 | $79.9K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 178 | $77.0K | 0.00% | +13+7.9% | Added |
| Key Financial Inc | 170 | $74.0K | 0.04% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 165 | $72.0K | 0.00% | +12+7.8% | Added |
| Clean Yield Group | 160 | $69.0K | 0.02% | 00.0% | Unchanged |