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.
| 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, Q2 2022
Shares, value and share of portfolio for each institution holding Factset Research Systems Inc; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clean Yield Group | 160 | $62.0K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 143 | $62.0K | 0.00% | +143 | New |
| Brown Brothers Harriman & Co | 165 | $63.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 170 | $67.0K | 0.04% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 177 | $68.0K | 0.00% | −1−0.6% | Reduced |
| Altshuler Shaham Ltd | 180 | $69.0K | 0.00% | −22−10.9% | Reduced |
| Atticus Wealth Management, LLC | 182 | $70.0K | 0.03% | +100+122.0% | Added |
| Swedbank AB | 185 | $71.1K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 200 | $76.9K | 0.00% | +16+8.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $77.0K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 200 | $77.0K | 0.03% | +200 | New |
| Parallel Advisors, LLC | 203 | $78.0K | 0.00% | −28−12.1% | Reduced |
| Federated Hermes, Inc. | 208 | $80.0K | 0.00% | −97−31.8% | Reduced |
| Quadrant Capital Group LLC | 207 | $80.0K | 0.01% | +13+6.7% | Added |
| Ci Investments Inc. | 214 | $82.0K | 0.00% | −70−24.6% | Reduced |
| Wolff Wiese Magana LLC | 213 | $82.0K | 0.06% | −5−2.3% | Reduced |
| Fred Alger Management, LLC | 215 | $83.0K | 0.00% | −117−35.2% | Reduced |
| Huntington National Bank | 216 | $83.0K | 0.00% | +118+120.4% | Added |
| Newfound Research LLC | 219 | $84.0K | 0.18% | +219 | New |
| Sentry Investment Management LLC | 223 | $86.0K | 0.04% | −44−16.5% | Reduced |
| Addison Advisors LLC | 225 | $87.0K | 0.05% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 242 | $93.0K | 0.02% | +5+2.1% | Added |
| Washington Trust Advisors, Inc. | 249 | $96.0K | 0.01% | −3−1.2% | Reduced |
| Smithfield Trust Co | 257 | $100.0K | 0.01% | +195+314.5% | Added |
| Assetmark, Inc | 266 | $102.0K | 0.00% | −23−8.0% | Reduced |
| Covington Capital Management | 297 | $114.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 297 | $115.0K | 0.09% | −35−10.5% | Reduced |
| Riverview Trust Co | 301 | $116.0K | 0.10% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 321 | $123.0K | 0.08% | −29−8.3% | Reduced |
| Signaturefd, LLC | 322 | $124.0K | 0.00% | −36−10.1% | Reduced |
| First Horizon Advisors, Inc. | 330 | $127.0K | 0.00% | +266+415.6% | Added |
| Ellis Investment Partners, LLC | 375 | $144.0K | 0.04% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 375 | $144.0K | 0.02% | +10+2.7% | Added |
| Exane Derivatives | 387 | $148.8K | 0.09% | +387 | New |
| PrairieView Partners, LLC | 400 | $154.0K | 0.02% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 411 | $158.0K | 0.00% | +28+7.3% | Added |
| Farmers & Merchants Investments Inc | 415 | $160.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 430 | $166.0K | 0.00% | −459−51.6% | Reduced |
| Belpointe Asset Management LLC | 443 | $170.0K | 0.01% | +33+8.0% | Added |
| AIA Group Ltd | 459 | $177.0K | 0.01% | −253−35.5% | Reduced |
| Estabrook Capital Management | 467 | $179.6K | 0.03% | −30−6.0% | Reduced |
| Caldwell Trust Co | 482 | $185.4K | 0.03% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 521 | $200.0K | 0.02% | +521 | New |
| CWM, LLC | 523 | $201.0K | 0.00% | −28−5.1% | Reduced |
| Tilia Fiduciary Partners, Inc. | 511 | $201.0K | 0.19% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 526 | $202.0K | 0.02% | −25−4.5% | Reduced |
| Capco Asset Management, LLC | 525 | $202.0K | 0.06% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 530 | $204.0K | 0.00% | 00.0% | Unchanged |
| Camden Capital, LLC | 547 | $210.0K | 0.05% | +1+0.2% | Added |
| Capital Square, LLC | 547 | $210.0K | 0.17% | 00.0% | Unchanged |
| Murphy Capital Management Inc | 550 | $211.0K | 0.03% | 00.0% | Unchanged |
| Keybank National Association | 551 | $212.0K | 0.00% | +32+6.2% | Added |
| Sequoia Financial Advisors, LLC | 554 | $213.0K | 0.01% | −25−4.3% | Reduced |
| Sage Private Wealth Group, LLC | 560 | $215.0K | 0.31% | +29+5.5% | Added |
| Stanley-Laman Group, Ltd. | 562 | $216.0K | 0.04% | −125−18.2% | Reduced |
| Diversified, LLC | 561 | $216.0K | 0.09% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 568 | $218.0K | 0.04% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 570 | $219.0K | 0.07% | −144−20.2% | Reduced |
| Ascent Group, LLC | 509 | $219.0K | 0.03% | +509 | New |
| Tocqueville Asset Management L.P. | 575 | $221.0K | 0.00% | 00.0% | Unchanged |
| Martin Investment Management, LLC | 575 | $221.0K | 0.06% | 00.0% | Unchanged |
| Intrust Bank NA | 579 | $223.0K | 0.03% | −72−11.1% | Reduced |
| AMG National Trust Bank | 585 | $225.0K | 0.01% | −136−18.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 602 | $232.0K | 0.01% | −52−8.0% | Reduced |
| Pine Haven Investment Counsel, Inc | 605 | $233.0K | 0.27% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 605 | $233.0K | 0.06% | +380+168.9% | Added |
| Old National Bancorp | 605 | $233.0K | 0.01% | +605 | New |
| Greenleaf Trust | 608 | $234.0K | 0.00% | −17−2.7% | Reduced |
| Moody National Bank Trust Division | 610 | $235.0K | 0.02% | +610 | New |
| Hall Laurie J Trustee | 616 | $237.0K | 0.11% | 00.0% | Unchanged |
| Bennett Selby Investments LP | 615 | $237.0K | 0.18% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,133 | $238.0K | 0.01% | −397−25.9% | Reduced |
| Kolinsky Wealth Management, LLC | 627 | $241.0K | 0.28% | 00.0% | Unchanged |
| Middleton & Co Inc | 645 | $248.0K | 0.03% | −200−23.7% | Reduced |
| Telemus Capital, LLC | 649 | $250.0K | 0.02% | −4−0.6% | Reduced |
| Seelaus Asset Management LLC | 655 | $252.0K | 0.19% | 00.0% | Unchanged |
| Toroso Investments, LLC | 655 | $252.0K | 0.01% | +187+40.0% | Added |
| Cresset Asset Management, LLC | 686 | $255.0K | 0.00% | −628−47.8% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 668 | $257.0K | 0.00% | +668 | New |
| Horizon Investments, LLC | 672 | $258.0K | 0.01% | −153−18.5% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 672 | $258.0K | 0.25% | −5−0.7% | Reduced |
| Gsa Capital Partners LLP | 679 | $261.0K | 0.04% | −2,376−77.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 678 | $261.0K | 0.07% | −800−54.1% | Reduced |
| Qtron Investments LLC | 682 | $262.0K | 0.06% | +682 | New |
| Stevens Capital Management LP | 690 | $265.0K | 0.18% | −2,221−76.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 690 | $266.0K | 0.00% | +690 | New |
| Wetherby Asset Management Inc | 704 | $271.0K | 0.02% | +125+21.6% | Added |
| J. W. Coons Advisors, LLC | 716 | $275.0K | 0.10% | −34−4.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 723 | $278.0K | 0.04% | +723 | New |
| Metis Global Partners, LLC | 735 | $283.0K | 0.05% | +138+23.1% | Added |
| Investment Partners, Ltd. | 740 | $285.0K | 0.14% | −12−1.6% | Reduced |
| Parsons Capital Management Inc | 750 | $288.0K | 0.03% | 00.0% | Unchanged |
| Apella Capital, LLC | 750 | $288.0K | 0.03% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 754 | $289.0K | 0.01% | +754 | New |
| Krane Funds Advisors LLC | 753 | $290.0K | 0.01% | −180−19.3% | Reduced |
| Veriti Management LLC | 753 | $290.0K | 0.04% | −6−0.8% | Reduced |
| Avantax Advisory Services, Inc. | 759 | $292.0K | 0.00% | −77−9.2% | Reduced |
| Milestone Advisory Partners | 750 | $296.0K | 0.24% | 00.0% | Unchanged |
| Stokes Capital Advisors, LLC | 779 | $300.0K | 0.10% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 763 | $302.0K | 0.03% | +1+0.1% | Added |