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 |
|---|---|---|---|---|---|
| Great Diamond Partners, LLC | 790 | $303.0K | 0.10% | +7+0.9% | Added |
| Smith Shellnut Wilson LLC | 791 | $304.0K | 0.19% | −280−26.1% | Reduced |
| Point72 Hong Kong Ltd | 795 | $306.0K | 0.02% | −2,372−74.9% | Reduced |
| Haverford Trust Co | 796 | $306.0K | 0.00% | +85+12.0% | Added |
| Kestra Advisory Services, LLC | 797 | $306.0K | 0.00% | +797 | New |
| Checchi Capital Advisers, LLC | 716 | $308.0K | 0.03% | +119+19.9% | Added |
| Spearhead Capital Advisors, LLC | 802 | $308.0K | 0.05% | +802 | New |
| PEAK6 Investments LLC | 769 | $308.1K | 0.01% | +769 | New |
| Spire Wealth Management | 817 | $314.0K | 0.01% | 00.0% | Unchanged |
| Colony Group LLC | 820 | $315.0K | 0.01% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 826 | $318.0K | 0.01% | +73+9.7% | Added |
| Alps Advisors Inc | 833 | $320.0K | 0.00% | −9−1.1% | Reduced |
| DCM Advisors, LLC | 840 | $323.0K | 0.14% | +840 | New |
| Rowland & Co Investment Counsel | 860 | $330.7K | 0.08% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 860 | $331.0K | 0.00% | −840−49.4% | Reduced |
| Beacon Investment Advisory Services, Inc. | 864 | $332.0K | 0.02% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 868 | $334.0K | 0.00% | +168+24.0% | Added |
| Tiaa, FSB | 873 | $336.0K | 0.00% | +873 | New |
| Vestcor Inc | 880 | $338.0K | 0.01% | +284+47.7% | Added |
| Veritable, L.P. | 894 | $344.0K | 0.01% | −55−5.8% | Reduced |
| KCM Investment Advisors LLC | 899 | $346.0K | 0.02% | +16+1.8% | Added |
| Jennison Associates LLC | 913 | $351.0K | 0.00% | +913 | New |
| Symmetry Partners, LLC | 920 | $354.0K | 0.02% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 929 | $358.0K | 0.01% | −36−3.7% | Reduced |
| Palisade Asset Management, LLC | 930 | $358.0K | 0.05% | +15+1.6% | Added |
| Bridgefront Capital, LLC | 937 | $360.0K | 0.40% | +937 | New |
| Everence Capital Management Inc | 940 | $361.0K | 0.03% | −1,620−63.3% | Reduced |
| KB Financial Partners, LLC | 940 | $361.0K | 0.12% | +20+2.2% | Added |
| Fifth Third Bancorp | 941 | $362.0K | 0.00% | +60+6.8% | Added |
| Versant Capital Management, Inc | 944 | $363.0K | 0.13% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 943 | $363.0K | 0.02% | +127+15.6% | Added |
| Contravisory Investment Management, Inc. | 951 | $366.0K | 0.12% | +951 | New |
| B. Metzler seel. Sohn & Co. AG | 960 | $369.0K | 0.01% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 965 | $371.0K | 0.04% | +6+0.6% | Added |
| Desjardins Global Asset Management Inc. | 975 | $374.0K | 0.05% | +626+179.4% | Added |
| Rockland Trust Co | 978 | $376.0K | 0.03% | −9−0.9% | Reduced |
| Silver Lake Advisory, LLC | 981 | $377.0K | 0.21% | 00.0% | Unchanged |
| Maven Securities LTD | 1,000 | $385.0K | 0.07% | −200−16.7% | Reduced |
| Ballentine Partners, LLC | 1,001 | $385.0K | 0.01% | −68−6.4% | Reduced |
| Miracle Mile Advisors, LLC | 1,000 | $385.0K | 0.02% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 1,003 | $386.0K | 0.04% | −3,865−79.4% | Reduced |
| L2 Asset Management, LLC | 1,006 | $387.0K | 0.28% | +17+1.7% | Added |
| HBK Sorce Advisory LLC | 1,006 | $387.0K | 0.03% | +70+7.5% | Added |
| Birch Hill Investment Advisors LLC | 1,012 | $389.0K | 0.02% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 1,012 | $389.0K | 0.10% | +27+2.7% | Added |
| Redpoint Investment Management Pty Ltd | 1,022 | $393.0K | 0.05% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,026 | $394.0K | 0.02% | +326+46.6% | Added |
| Legacy Advisors, LLC | 1,024 | $394.0K | 0.08% | +408+66.2% | Added |
| Covenant Partners, LLC | 1,030 | $396.0K | 0.18% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 1,036 | $399.0K | 0.12% | −120−10.4% | Reduced |
| MAI Capital Management | 1,048 | $403.0K | 0.01% | −7−0.7% | Reduced |
| Advisors Asset Management, Inc. | 1,048 | $403.0K | 0.01% | +1,048 | New |
| Alhambra Investment Partners LLC | 1,050 | $404.0K | 0.29% | −20−1.9% | Reduced |
| D.A. Davidson & Co. | 1,059 | $407.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,067 | $410.3K | 0.00% | +47+4.6% | Added |
| EP Wealth Advisors, LLC | 1,072 | $412.0K | 0.01% | +6+0.6% | Added |
| Precision Wealth Strategies, LLC | 1,071 | $421.0K | 0.33% | +65+6.5% | Added |
| Vontobel Holding Ltd. | 1,120 | $429.0K | 0.00% | +69+6.6% | Added |
| Websterrogers Financial Advisors, LLC | 1,118 | $430.0K | 0.21% | −36−3.1% | Reduced |
| Advisor Partners LLC | 1,154 | $444.0K | 0.03% | +213+22.6% | Added |
| Dean Investment Associates, LLC | 1,184 | $455.0K | 0.09% | −41−3.3% | Reduced |
| LMCG Investments, LLC | 1,189 | $457.0K | 0.03% | 00.0% | Unchanged |
| Allstate Corp | 1,195 | $460.0K | 0.01% | +1,195 | New |
| Roberts Glore & Co Inc | 1,209 | $465.0K | 0.15% | −44−3.5% | Reduced |
| Lincoln National Corp | 1,213 | $466.0K | 0.01% | +2+0.2% | Added |
| Mayflower Financial Advisors, LLC | 1,216 | $468.0K | 0.07% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 1,225 | $471.0K | 0.03% | +109+9.8% | Added |
| Ashton Thomas Private Wealth, LLC | 1,230 | $473.0K | 0.05% | +1,230 | New |
| Kovack Advisors, Inc. | 1,238 | $476.0K | 0.06% | −298−19.4% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 1,239 | $476.0K | 0.33% | +1,239 | New |
| Douglass Winthrop Advisors, LLC | 1,274 | $490.0K | 0.01% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 1,281 | $492.0K | 0.29% | 00.0% | Unchanged |
| Gardner Lewis Asset Management L P | 1,293 | $497.0K | 0.10% | +1,293 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 1,295 | $498.0K | 0.05% | +179+16.0% | Added |
| Hurlow Wealth Management Group, Inc. | 1,306 | $502.0K | 0.29% | 00.0% | Unchanged |
| Cetera Investment Advisers | 1,313 | $505.0K | 0.01% | −23−1.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,334 | $512.0K | 0.05% | −20−1.5% | Reduced |
| XTX Topco Ltd | 1,354 | $521.0K | 0.21% | +1,354 | New |
| Wesbanco Bank Inc | 1,368 | $526.0K | 0.02% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 1,384 | $532.0K | 0.21% | +1,384 | New |
| Connolly Sarah T. | 1,390 | $535.0K | 0.36% | −20−1.4% | Reduced |
| HM Payson & Co | 1,399 | $538.0K | 0.01% | +1+0.1% | Added |
| GYL Financial Synergies, LLC | 1,411 | $543.0K | 0.15% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 1,418 | $545.0K | 0.21% | 00.0% | Unchanged |
| Ethic Inc. | 1,439 | $553.0K | 0.04% | +562+64.1% | Added |
| Diversified Trust Co | 1,441 | $554.0K | 0.02% | +1,441 | New |
| D.B. Root & Company, LLC | 1,452 | $558.0K | 0.24% | −4−0.3% | Reduced |
| E. Ohman J:or Asset Management AB | 1,454 | $559.2K | 0.02% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 1,482 | $569.0K | 0.01% | −129−8.0% | Reduced |
| Hillsdale Investment Management Inc. | 1,480 | $570.0K | 0.05% | +20+1.4% | Added |
| Anchor Capital Advisors LLC | 1,500 | $577.0K | 0.01% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 1,503 | $578.0K | 0.11% | +2+0.1% | Added |
| Impax Asset Management Group plc | 1,512 | $581.0K | 0.00% | −227−13.1% | Reduced |
| Balentine LLC | 1,517 | $583.0K | 0.02% | −28−1.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 1,515 | $583.0K | 0.01% | +12+0.8% | Added |
| Heartland Bank & Trust Co | 1,544 | $594.0K | 0.53% | +64+4.3% | Added |
| Stratos Wealth Advisors, LLC | 1,574 | $606.0K | 0.05% | −242−13.3% | Reduced |
| Yorktown Management & Research Co Inc | 1,600 | $615.0K | 0.79% | 00.0% | Unchanged |
| Davenport & Co LLC | 1,636 | $629.0K | 0.01% | −280−14.6% | Reduced |
| Coldstream Capital Management Inc | 1,650 | $635.0K | 0.02% | +76+4.8% | Added |