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 |
|---|---|---|---|---|---|
| MML Investors Services, LLC | 1,668 | $642.0K | 0.00% | −421−20.2% | Reduced |
| Advisors Preferred, LLC | 1,674 | $644.0K | 0.17% | +549+48.8% | Added |
| Institute for Wealth Management, LLC. | 1,685 | $648.0K | 0.13% | −32−1.9% | Reduced |
| FourThought Financial, LLC | 1,695 | $652.0K | 0.10% | +68+4.2% | Added |
| Walleye Trading LLC | 1,726 | $664.0K | 0.02% | +1,726 | New |
| Wealthfront Advisers LLC | 1,767 | $680.0K | 0.00% | −1,679−48.7% | Reduced |
| Engineers Gate Manager LP | 1,768 | $680.0K | 0.02% | +1,118+172.0% | Added |
| Cerro Pacific Wealth Advisors LLC | 1,785 | $687.0K | 0.43% | −224−11.1% | Reduced |
| Northwest Investment Counselors, LLC | 1,792 | $689.0K | 0.21% | 00.0% | Unchanged |
| Lindenwold Advisors | 1,797 | $691.0K | 0.49% | +7+0.4% | Added |
| Dumont & Blake Investment Advisors LLC | 1,807 | $695.0K | 0.23% | −9−0.5% | Reduced |
| Conestoga Capital Advisors, LLC | 1,836 | $706.0K | 0.01% | −25−1.3% | Reduced |
| Creative Planning | 1,842 | $709.0K | 0.00% | +506+37.9% | Added |
| Stock Yards Bank & Trust Co | 1,906 | $733.0K | 0.03% | +237+14.2% | Added |
| Norinchukin Bank, The | 1,906 | $733.0K | 0.01% | +421+28.4% | Added |
| Ninety One SA (PTY) Ltd | 1,924 | $740.0K | 0.26% | −22−1.1% | Reduced |
| OPSEU Pension Plan Trust Fund | 1,951 | $745.0K | 0.19% | +330+20.4% | Added |
| Arrowstreet Capital, Limited Partnership | 1,956 | $752.0K | 0.00% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 1,955 | $752.0K | 0.17% | +93+5.0% | Added |
| Valmark Advisers, Inc. | 1,962 | $755.0K | 0.01% | −6−0.3% | Reduced |
| Kenfarb & Co. | 1,765 | $766.0K | 0.61% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,992 | $766.0K | 0.00% | +325+19.5% | Added |
| Tobam | 2,009 | $773.0K | 0.05% | −1,887−48.4% | Reduced |
| Stratos Wealth Partners, LTD. | 2,029 | $780.0K | 0.02% | +198+10.8% | Added |
| Unigestion Holding SA | 2,033 | $782.0K | 0.04% | 00.0% | Unchanged |
| Paloma Partners Management Co | 2,050 | $788.0K | 0.08% | −1,279−38.4% | Reduced |
| Arkadios Wealth Advisors | 2,058 | $792.0K | 0.12% | +1,212+143.3% | Added |
| Snowden Capital Advisors LLC | 2,075 | $798.0K | 0.04% | −93−4.3% | Reduced |
| Burney Co | 2,079 | $800.0K | 0.04% | −25−1.2% | Reduced |
| New Mexico Educational Retirement Board | 2,100 | $808.0K | 0.04% | −100−4.5% | Reduced |
| Panagora Asset Management Inc | 2,180 | $838.0K | 0.01% | −56−2.5% | Reduced |
| Henshaw Capital LLC | 2,186 | $840.8K | 0.06% | +5+0.2% | Added |
| Mercer Global Advisors Inc | 2,192 | $843.0K | 0.01% | +97+4.6% | Added |
| Argent Capital Management LLC | 2,200 | $846.0K | 0.03% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 2,200 | $846.0K | 0.57% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 2,215 | $852.0K | 0.01% | +5+0.2% | Added |
| Provident Investment Management, Inc. | 2,220 | $853.0K | 0.10% | −192−8.0% | Reduced |
| SRN Advisors, LLC | 2,231 | $858.0K | 0.60% | −370−14.2% | Reduced |
| Gyon Technologies Capital Management, LP | 2,237 | $860.0K | 0.24% | +722+47.7% | Added |
| Metropolitan Life Insurance Co | 2,238 | $860.7K | 0.04% | −48−2.1% | Reduced |
| McDonald Partners LLC | 2,244 | $863.0K | 0.22% | +91+4.2% | Added |
| Natixis Investment Managers International | 2,292 | $881.0K | 0.02% | +1,348+142.8% | Added |
| K.J. Harrison & Partners Inc | 2,300 | $885.0K | 0.24% | 00.0% | Unchanged |
| Jane Street Group, LLC | 2,309 | $888.0K | 0.00% | −7,640−76.8% | Reduced |
| Haverford Financial Services, Inc. | 2,310 | $888.0K | 0.26% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 2,348 | $903.0K | 0.25% | +6+0.3% | Added |
| Connable Office Inc | 2,390 | $919.0K | 0.14% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 2,415 | $929.0K | 0.15% | +1,222+102.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 2,428 | $934.0K | 0.01% | −321−11.7% | Reduced |
| Tower Research Capital LLC (TRC) | 2,439 | $938.0K | 0.02% | −2,778−53.2% | Reduced |
| TrimTabs Asset Management, LLC | 2,459 | $946.0K | 0.58% | −2,324−48.6% | Reduced |
| CIBC World Markets Inc. | 2,483 | $955.0K | 0.00% | +1,586+176.8% | Added |
| Louisiana State Employees Retirement System | 2,400 | $959.0K | 0.03% | 00.0% | Unchanged |
| Seeyond | 2,535 | $974.0K | 0.11% | −50−1.9% | Reduced |
| Marshall Financial Group LLC | 2,608 | $1.00M | 0.40% | −406−13.5% | Reduced |
| AGF Investments LLC | 2,646 | $1.02M | 0.10% | −428−13.9% | Reduced |
| Jackson Creek Investment Advisors LLC | 2,381 | $1.02M | 0.41% | +2,381 | New |
| First Financial Bank - Trust Division | 2,677 | $1.03M | 0.13% | −52−1.9% | Reduced |
| Blair William & Co | 2,681 | $1.03M | 0.00% | −183−6.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,684 | $1.03M | 0.06% | +129+5.0% | Added |
| Prudential PLC | 2,761 | $1.06M | 0.02% | +1,864+207.8% | Added |
| USS Investment Management Ltd | 2,785 | $1.07M | 0.01% | −606−17.9% | Reduced |
| Naples Global Advisors, LLC | 2,805 | $1.08M | 0.14% | +70+2.6% | Added |
| Kentucky Retirement Systems | 2,813 | $1.08M | 0.05% | +404+16.8% | Added |
| Maryland State Retirement & Pension System | 2,840 | $1.09M | 0.04% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 2,861 | $1.10M | 0.31% | −42−1.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 2,893 | $1.11M | 0.03% | +469+19.3% | Added |
| Spinnaker Trust | 2,922 | $1.12M | 0.09% | 00.0% | Unchanged |
| Doyle Wealth Management | 2,979 | $1.15M | 0.09% | −224−7.0% | Reduced |
| Toews Corp | 3,000 | $1.15M | 0.77% | +2,000+200.0% | Added |
| FORA Capital, LLC | 3,051 | $1.17M | 0.23% | +1,291+73.4% | Added |
| Westpac Banking Corp | 3,081 | $1.18M | 0.02% | 00.0% | Unchanged |
| Ossiam | 3,104 | $1.19M | 0.04% | +1,452+87.9% | Added |
| Venturi Wealth Management, LLC | 3,110 | $1.20M | 0.11% | −95−3.0% | Reduced |
| Dividend Assets Capital, LLC | 3,125 | $1.20M | 0.26% | −20−0.6% | Reduced |
| Strong Tower Advisory Services | 3,148 | $1.21M | 0.66% | −67−2.1% | Reduced |
| Captrust Financial Advisors | 3,152 | $1.21M | 0.01% | +164+5.5% | Added |
| Mission Wealth Management, LP | 3,187 | $1.23M | 0.07% | +428+15.5% | Added |
| Securian Asset Management, Inc | 3,228 | $1.24M | 0.03% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 3,284 | $1.26M | 0.05% | +3,284 | New |
| Janus Henderson Group PLC | 3,290 | $1.27M | 0.00% | −129,605−97.5% | Reduced |
| Capital Investment Services of America, Inc. | 3,300 | $1.27M | 0.16% | −100−2.9% | Reduced |
| Glenmede Trust Co NA | 3,402 | $1.31M | 0.01% | +1,306+62.3% | Added |
| Fort Washington Investment Advisors Inc | 3,425 | $1.32M | 0.01% | 00.0% | Unchanged |
| Pensionfund Sabic | 3,500 | $1.35M | 0.43% | −500−12.5% | Reduced |
| Bayesian Capital Management, LP | 3,519 | $1.35M | 0.25% | +900+34.4% | Added |
| AE Wealth Management LLC | 3,550 | $1.36M | 0.01% | −111−3.0% | Reduced |
| Canada Pension Plan Investment Board | 3,600 | $1.38M | 0.00% | +2,100+140.0% | Added |
| Guggenheim Capital LLC | 3,614 | $1.39M | 0.01% | −14,915−80.5% | Reduced |
| Ameritas Investment Partners, Inc. | 3,618 | $1.39M | 0.06% | +1,800+99.0% | Added |
| Two Sigma Investments, LP | 3,625 | $1.39M | 0.00% | −7,858−68.4% | Reduced |
| Public Sector Pension Investment Board | 3,645 | $1.40M | 0.01% | −1,625−30.8% | Reduced |
| Hartford Investment Management Co | 3,653 | $1.41M | 0.04% | +53+1.5% | Added |
| Donoghue Forlines LLC | 3,736 | $1.44M | 0.38% | −373−9.1% | Reduced |
| FDx Advisors, Inc. | 3,876 | $1.49M | 0.06% | +18+0.5% | Added |
| Shell Asset Management Co | 3,896 | $1.50M | 0.04% | +21+0.5% | Added |
| ICW Investment Advisors LLC | 3,921 | $1.51M | 0.96% | +2+0.1% | Added |
| Whittier Trust Co of Nevada Inc | 3,955 | $1.52M | 0.06% | +323+8.9% | Added |
| Abner Herrman & Brock LLC | 4,000 | $1.54M | 0.27% | +4,000 | New |
| Liontrust Investment Partners LLP | 4,000 | $1.54M | 0.02% | 00.0% | Unchanged |