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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.

13F holders, Q2 2022

Institutional positions in Factset Research Systems Inc as of Jun 30, 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
693
+1 vs. Q1 2022
Shares held
33.9M
+8.74K (0.0%) vs. Q1 2022
Total value
$13.0B
−$1.65B (−11.2%) vs. Q1 2022
New holders
77
235 more added
Sold out
76
244 more reduced

12 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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.

Institutional holdersQ2 2022: 693 institutions
Q1 2021: 577 institutionsQ2 2021: 595 institutionsQ3 2021: 621 institutionsQ4 2021: 695 institutionsQ1 2022: 704 institutionsQ2 2022: 693 institutionsQ3 2022: 692 institutionsQ4 2022: 743 institutionsQ1 2023: 723 institutionsQ2 2023: 737 institutionsQ3 2023: 733 institutionsQ4 2023: 775 institutionsQ1 2024: 782 institutionsQ2 2024: 807 institutionsQ3 2024: 833 institutionsQ4 2024: 847 institutionsQ1 2025: 828 institutionsQ2 2025: 837 institutionsQ3 2025: 775 institutionsQ4 2025: 798 institutionsQ1 2026: 726 institutionsQ2 2026: 767 institutions
Value heldQ2 2022: $13.0B
Q1 2021: $10.3BQ2 2021: $11.1BQ3 2021: $13.1BQ4 2021: $16.5BQ1 2022: $14.8BQ2 2022: $13.0BQ3 2022: $13.8BQ4 2022: $13.5BQ1 2023: $14.0BQ2 2023: $13.7BQ3 2023: $15.2BQ4 2023: $16.5BQ1 2024: $15.9BQ2 2024: $14.6BQ3 2024: $16.5BQ4 2024: $17.2BQ1 2025: $16.2BQ2 2025: $15.9BQ3 2025: $10.6BQ4 2025: $10.6BQ1 2026: $8.21BQ2 2026: $9.22B
Institutions holding FDS and their total value by quarter
QuarterHoldersValue
Q2 2026767$9.22B
Q1 2026726$8.21B
Q4 2025798$10.6B
Q3 2025775$10.6B
Q2 2025837$15.9B
Q1 2025828$16.2B
Q4 2024847$17.2B
Q3 2024833$16.5B
Q2 2024807$14.6B
Q1 2024782$15.9B
Q4 2023775$16.5B
Q3 2023733$15.2B
Q2 2023737$13.7B
Q1 2023723$14.0B
Q4 2022743$13.5B
Q3 2022692$13.8B
Q2 2022693$13.0B
Q1 2022704$14.8B
Q4 2021695$16.5B
Q3 2021621$13.1B
Q2 2021595$11.1B
Q1 2021577$10.3B

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding Factset Research Systems Inc; share changes are against Q1 2022.

Institutions holding FDS in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
TCI Wealth Advisors, Inc.3$1.00K0.00%+3New
SRS Capital Advisors, Inc.2$1.00K0.00%+2New
Steward Financial Group LLC3$1.00K0.00%+3New
Raffa Wealth Management, LLC5$1.92K0.00%00.0%Unchanged
Fieldpoint Private Securities, LLC5$2.00K0.00%−50−90.9%Reduced
Cullen/Frost Bankers, Inc.4$2.00K0.00%−3−42.9%Reduced
Plante Moran Financial Advisors, LLC6$2.00K0.00%00.0%Unchanged
Financial Enhancement Group LLC6$2.00K0.00%00.0%Unchanged
Concord Wealth Partners6$2.00K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC5$2.00K0.00%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC4$2.00K0.00%00.0%Unchanged
Sageworth Trust Co of South Dakota5$2.00K0.00%00.0%Unchanged
Lee Financial Co5$2.00K0.00%+5New
Vigilant Capital Management, LLC8$3.00K0.00%00.0%Unchanged
Disciplined Investments, LLC7$3.00K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.8$3.00K0.00%00.0%Unchanged
Trust Co of Vermont9$3.00K0.00%+9New
Ellevest, Inc.8$3.00K0.00%+8New
Investors Research Corp9$3.00K0.00%+9New
CX Institutional8$3.00K0.00%+8New
Bell Investment Advisors, Inc9$3.00K0.00%+9New
First Manhattan Co13$4.00K0.00%00.0%Unchanged
Winch Advisory Services, LLC10$4.00K0.00%00.0%Unchanged
GW&K Investment Management, LLC11$4.00K0.00%+8+266.7%Added
Massmutual Trust Co FSB10$4.00K0.00%+8+400.0%Added
Larson Financial Group LLC10$4.00K0.00%+10New
Lindbrook Capital, LLC14$5.00K0.00%−1−6.7%Reduced
Creative Financial Designs Inc12$5.00K0.00%00.0%Unchanged
Schubert & Co13$5.00K0.00%+6+85.7%Added
Farmers & Merchants Trust Co of Chambersburg PA18$7.00K0.01%00.0%Unchanged
Geneos Wealth Management Inc.20$7.00K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC16$7.00K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.18$7.00K0.00%+18New
Bartlett & Co. Wealth Management LLC20$7.69K0.00%+20New
Tortoise Investment Management, LLC21$8.00K0.00%00.0%Unchanged
High Net Worth Advisory Group LLC20$8.00K0.00%00.0%Unchanged
Bartlett & Co. LLC20$8.00K0.00%+20New
Horan Securities, Inc.22$9.00K0.01%+16+266.7%Added
Johnson Financial Group, Inc.27$10.0K0.00%00.0%Unchanged
Cordasco Financial Network27$10.0K0.01%00.0%Unchanged
Hexagon Capital Partners LLC27$10.0K0.00%00.0%Unchanged
Parkside Financial Bank & Trust26$10.0K0.00%+19+271.4%Added
C M Bidwell & Associates Ltd29$11.0K0.01%00.0%Unchanged
Retirement Group, LLC29$11.0K0.00%00.0%Unchanged
Piscataqua Savings Bank29$11.0K0.01%00.0%Unchanged
West Branch Capital LLC28$11.0K0.01%00.0%Unchanged
Duncker Streett & Co Inc30$12.0K0.00%00.0%Unchanged
Manchester Capital Management LLC34$13.0K0.00%00.0%Unchanged
MV Capital Management, Inc.37$14.0K0.00%+13+54.2%Added
Clearstead Advisors, LLC39$15.0K0.00%00.0%Unchanged
MCF Advisors LLC39$15.0K0.00%00.0%Unchanged
Private Capital Group, LLC38$15.0K0.01%00.0%Unchanged
Central Trust Co40$15.0K0.00%+40New
NVWM, LLC42$16.0K0.01%+42New
Salem Investment Counselors Inc46$18.0K0.00%00.0%Unchanged
Capital Directions Investment Advisors, LLC50$19.0K0.01%00.0%Unchanged
Delos Wealth Advisors, LLC49$19.0K0.02%00.0%Unchanged
CIBC Private Wealth Group, LLC51$20.0K0.00%−474−90.3%Reduced
TD Waterhouse Canada Inc.52$20.5K0.00%00.0%Unchanged
Valley National Advisers Inc53$21.0K0.00%+47+783.3%Added
AdvisorNet Financial, Inc56$22.0K0.00%+1+1.8%Added
Proequities, Inc.57$22.0K0.00%+27+90.0%Added
JFS Wealth Advisors, LLC61$23.0K0.00%−8−11.6%Reduced
Arrow Financial Corp60$23.0K0.00%00.0%Unchanged
Baillie Gifford & Co61$23.0K0.00%00.0%Unchanged
Ogorek Anthony Joseph65$24.0K0.01%00.0%Unchanged
Quent Capital, LLC66$25.0K0.01%−18−21.4%Reduced
Rosenberg Matthew Hamilton64$25.0K0.01%+1+1.6%Added
Global Retirement Partners, LLC66$25.0K0.00%−6−8.3%Reduced
Motco67$26.0K0.00%00.0%Unchanged
Leonteq Securities AG70$26.9K0.00%+33+89.2%Added
Oxler Private Wealth LLC71$27.4K0.01%+71New
Hartford Financial Management Inc.75$29.0K0.01%00.0%Unchanged
Money Concepts Capital Corp76$30.0K0.00%−200−72.5%Reduced
Brewin Dolphin Ltd77$30.0K0.00%00.0%Unchanged
Clear Street Markets LLC77$30.0K0.01%+62+413.3%Added
Tyler-Stone Wealth Management81$31.0K0.02%00.0%Unchanged
JJJ Advisors Inc.72$31.0K0.01%−5−6.5%Reduced
Castle Wealth Management LLC80$31.0K0.02%+80New
Eagle Bay Advisors LLC84$32.3K0.02%+84New
American Research & Management Co.85$33.0K0.01%−15−15.0%Reduced
Bogart Wealth, LLC92$35.0K0.00%00.0%Unchanged
Private Trust Co NA90$35.0K0.01%+90New
TD Private Client Wealth LLC93$35.8K0.00%+20+27.4%Added
Allworth Financial LP95$37.0K0.00%+16+20.3%Added
Venture Visionary Partners LLC97$37.3K0.00%+97New
Cambridge Trust Co98$38.0K0.00%−6−5.8%Reduced
First Community Trust NA100$38.0K0.04%00.0%Unchanged
Glassman Wealth Services104$40.0K0.01%−3−2.8%Reduced
CVA Family Office, LLC103$40.0K0.01%00.0%Unchanged
CoreCap Advisors, LLC109$42.0K0.00%+109New
Front Row Advisors LLC114$44.0K0.02%00.0%Unchanged
Credit Agricole S A116$45.0K0.00%00.0%Unchanged
Column Capital Advisors, LLC116$45.0K0.01%00.0%Unchanged
Sandy Spring Bank124$47.0K0.00%00.0%Unchanged
Investors Asset Management of Georgia Inc125$48.0K0.02%+125New
Goodwin Investment Advisory125$48.1K0.04%00.0%Unchanged
MUFG Americas Holdings Corp130$50.0K0.00%00.0%Unchanged
Heritage Financial Services, LLC132$50.0K0.03%+132New
Okabena Investment Services Inc144$55.0K0.03%00.0%Unchanged