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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.

Q2 2022 vs. Q1 2022

How the institutions holding Factset Research Systems Inc changed between Q1 2022 and Q2 2022.

All holders in Q2 2022All holders in Q1 2022

13F holders of FDS: Q1 2022 compared with Q2 2022
MeasureQ1 2022Of which not filed for Q2 2022Q2 2022Change
Holders70412693+1
Shares34.3M367.3K33.9M+8.74K (0.0%)
Value$14.8B$162.2M$13.0B−$1.65B (−11.2%)

12 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (77)

Institutions that held Factset Research Systems Inc at the end of Q2 2022 but not at the end of Q1 2022.

Institutions new to FDS in Q2 2022
InstitutionSharesValue% of portfolio
Champlain Investment Partners, LLC259,565$99.8M0.65%
Intech Investment Management LLC75,829$29.2M0.17%
Cookson Peirce & Co Inc50,820$19.5M1.35%
Vaughan Nelson Investment Management, L.P.46,505$17.9M0.24%
Balyasny Asset Management LLC28,811$11.1M0.05%
Walleye Capital LLC25,828$9.93M0.28%
Schonfeld Strategic Advisors LLC25,549$9.82M0.10%
Healthcare of Ontario Pension Plan Trust Fund24,600$9.46M0.04%
Prana Capital Management, LP24,522$9.43M0.72%
Jacobs Levy Equity Management, Inc21,558$8.29M0.06%
Andra AP-fonden13,900$5.35M0.15%
Mariner, LLC11,142$4.28M0.02%
Swiss Life Asset Management Ltd11,097$4.27M0.07%
Strategic Global Advisors, LLC8,199$3.15M0.48%
Catalyst Capital Advisors LLC7,325$2.82M0.12%
PFG Advisors77,035$2.78M0.31%
Hussman Strategic Advisors, Inc.6,200$2.38M0.41%
New York Life Investment Management LLC5,330$2.05M0.02%
GWM Advisors LLC4,813$1.85M0.03%
PDT Partners, LLC4,208$1.62M0.14%
LWM Advisory Services, LLC4,008$1.54M1.85%
Abner Herrman & Brock LLC4,000$1.54M0.27%
Quadrature Capital Ltd3,284$1.26M0.05%
Jackson Creek Investment Advisors LLC2,381$1.02M0.41%
Walleye Trading LLC1,726$664.0K0.02%
Diversified Trust Co1,441$554.0K0.02%
Seven Eight Capital, LP1,384$532.0K0.21%
XTX Topco Ltd1,354$521.0K0.21%
Gardner Lewis Asset Management L P1,293$497.0K0.10%
Mitchell & Pahl Private Wealth, LLC1,239$476.0K0.33%
Ashton Thomas Private Wealth, LLC1,230$473.0K0.05%
Allstate Corp1,195$460.0K0.01%
Advisors Asset Management, Inc.1,048$403.0K0.01%
Contravisory Investment Management, Inc.951$366.0K0.12%
Bridgefront Capital, LLC937$360.0K0.40%
Jennison Associates LLC913$351.0K0.00%
Tiaa, FSB873$336.0K0.00%
DCM Advisors, LLC840$323.0K0.14%
PEAK6 Investments LLC769$308.1K0.01%
Spearhead Capital Advisors, LLC802$308.0K0.05%
Kestra Advisory Services, LLC797$306.0K0.00%
Wolverine Trading, LLC754$289.0K0.01%
Transamerica Financial Advisors, Inc.723$278.0K0.04%
Williams Jones Wealth Management, LLC.690$266.0K0.00%
Qtron Investments LLC682$262.0K0.06%
Ilmarinen Mutual Pension Insurance Co668$257.0K0.00%
Moody National Bank Trust Division610$235.0K0.02%
Old National Bancorp605$233.0K0.01%
Ascent Group, LLC509$219.0K0.03%
Tokio Marine Asset Management Co Ltd521$200.0K0.02%
Exane Derivatives387$148.8K0.09%
Newfound Research LLC219$84.0K0.18%
Aquatic Capital Management LLC200$77.0K0.03%
Ronald Blue Trust, Inc.143$62.0K0.00%
Heritage Financial Services, LLC132$50.0K0.03%
Investors Asset Management of Georgia Inc125$48.0K0.02%
CoreCap Advisors, LLC109$42.0K0.00%
Venture Visionary Partners LLC97$37.3K0.00%
Private Trust Co NA90$35.0K0.01%
Eagle Bay Advisors LLC84$32.3K0.02%
Castle Wealth Management LLC80$31.0K0.02%
Oxler Private Wealth LLC71$27.4K0.01%
NVWM, LLC42$16.0K0.01%
Central Trust Co40$15.0K0.00%
Bartlett & Co. LLC20$8.00K0.00%
Bartlett & Co. Wealth Management LLC20$7.69K0.00%
GHP Investment Advisors, Inc.18$7.00K0.00%
Larson Financial Group LLC10$4.00K0.00%
Trust Co of Vermont9$3.00K0.00%
Ellevest, Inc.8$3.00K0.00%
Investors Research Corp9$3.00K0.00%
CX Institutional8$3.00K0.00%
Bell Investment Advisors, Inc9$3.00K0.00%
Lee Financial Co5$2.00K0.00%
TCI Wealth Advisors, Inc.3$1.00K0.00%
SRS Capital Advisors, Inc.2$1.00K0.00%
Steward Financial Group LLC3$1.00K0.00%

Sold out (76)

Institutions that held Factset Research Systems Inc at the end of Q1 2022 and filed for Q2 2022 without it.

Institutions that sold out of FDS in Q2 2022
InstitutionShares, Q1 2022Value, Q1 2022
Lord, Abbett & Co. LLC95,000$41.2M
HRT Financial LP45,098$19.6M
Ergoteles LLC37,441$16.3M
2Xideas AG32,473$14.1M
Marshall Wace, LLP28,655$12.4M
Boulder Hill Capital Management LP18,200$7.90M
Trexquant Investment LP13,971$6.07M
Tudor Investment Corp Et Al8,058$3.50M
Quantbot Technologies LP7,150$3.10M
Brookfield Asset Management Inc.6,668$2.90M
STRS Ohio6,397$2.78M
Mackay Shields LLC5,428$2.36M
Caas Capital Management LP4,862$2.11M
Leverage Partners Absolute Return Fund SPC4,000$1.74M
Dynamic Technology Lab Private Ltd3,367$1.46M
Jump Financial, LLC3,008$1.31M
Moore Capital Management, LP2,655$1.15M
Moloney Securities Asset Management, LLC2,029$881.0K
Vident Investment Advisory, LLC1,527$660.0K
CTC Capital Management, LLC1,500$651.0K
South Dakota Investment Council1,400$608.0K
Jefferies Group LLC1,000$434.1K
Mitsubishi UFJ Asset Management (UK) Ltd.1,000$434.1K
Verition Fund Management LLC990$430.0K
Nomura Holdings Inc918$394.0K
Paradigm Asset Management Co LLC850$369.0K
Teza Capital Management LLC778$338.0K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main760$330.0K
Strategy Asset Managers LLC730$317.0K
Cigna Investments Inc672$292.0K
San Luis Wealth Advisors LLC592$288.0K
Tiedemann Advisors, LLC634$275.0K
Convergence Investment Partners, LLC624$271.0K
Duality Advisers, LP625$271.0K
IBM Retirement Fund606$263.0K
Center For Asset Management LLC556$241.0K
Beacon Pointe Advisors, LLC544$236.0K
Caxton Associates LP525$228.0K
Profund Advisors LLC526$228.0K
Northeast Financial Consultants Inc524$227.0K
Delta Asset Management LLC520$226.0K
Ontario Teachers Pension Plan Board515$224.0K
Gladstone Institutional Advisory LLC514$223.0K
Davis R M Inc511$222.0K
Stokes Family Office, LLC507$220.0K
Bruderman Asset Management, LLC510$219.0K
Blue Edge Capital, LLC500$217.1K
Arbor Investment Advisors, LLC500$217.0K
Measured Wealth Private Client Group, LLC469$204.0K
Buckingham Capital Management, Inc.465$202.0K
Maverick Capital LtdSuperinvestorMaverick Capital464$201.0K
West Family Investments, Inc.461$200.0K
Gladius Capital Management LP263$115.0K
State of Wyoming253$110.0K
Sandy Cove Advisors, LLC193$84.0K
Neo Ivy Capital Management112$48.0K
Freedman Financial Associates, Inc.100$43.0K
Gemmer Asset Management LLC94$40.0K
Lloyd Advisory Services, LLC.37$16.0K
Koshinski Asset Management, Inc.36$15.6K
Alaethes Wealth LLC30$13.0K
Ancora Advisors, LLC27$12.0K
TCWP LLC29$12.0K
Fortitude Advisory Group L.L.C.25$11.0K
Cordant, Inc.11$5.00K
Asset Dedication, LLC7$3.00K
Bedel Financial Consulting, Inc.8$3.00K
Spartan Planning & Wealth Management7$3.00K
Zions Bancorporation, N.A.4$2.00K
Providence Capital Advisors, LLC5$2.00K
PSI Advisors, LLC2$1.00K
Sutton Wealth Advisors Inc.2$868
West Paces Advisors Inc.1$434
Cribstone Capital Management, LLC1$0
CFS Investment Advisory Services, LLC82,489$0
Dark Forest Capital Management LP1$0

Not filed for Q2 2022 yet (12)

Institutions that held Factset Research Systems Inc at the end of Q1 2022 and haven't filed a 13F for Q2 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding FDS in Q1 2022 that haven't filed for Q2 2022
InstitutionShares, Q1 2022Value, Q1 2022
Parametric Portfolio Associates LLC155,657$67.6M
Virginia Retirement Systems Et Al97,300$42.2M
PGGM Investments51,727$25.1M
Susquehanna Fundamental Investments, LLC39,252$17.0M
Amalgamated Financial Corp.15,477$6.72M
Teachers Retirement System of the State of Kentucky3,291$1.43M
NN Investment Partners Holdings N.V.2,715$1.18M
People's United Financial, Inc.1,338$581.0K
Kings Point Capital Management408$177.0K
Lenox Wealth Advisors, LLC105$46.0K
Dixon Hughes Goodman Wealth Advisors LLC52$23.0K
SJS Investment Consulting Inc.1$0