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 |
|---|---|---|---|---|---|
| LWM Advisory Services, LLC | 4,008 | $1.54M | 1.85% | +4,008 | New |
| Banque Cantonale Vaudoise | 4,100 | $1.58M | 0.08% | −1,800−30.5% | Reduced |
| Taylor Frigon Capital Management LLC | 4,102 | $1.58M | 0.82% | −35−0.8% | Reduced |
| APG Asset Management N.V. | 4,303 | $1.58M | 0.00% | −3,600−45.6% | Reduced |
| Eads & Heald Wealth Management | 4,121 | $1.58M | 0.85% | −41−1.0% | Reduced |
| First Hawaiian Bank | 4,124 | $1.59M | 0.06% | −86−2.0% | Reduced |
| Cordatus Wealth Management LLC | 4,201 | $1.61M | 0.75% | −49−1.2% | Reduced |
| Crossmark Global Holdings, Inc. | 4,202 | $1.62M | 0.04% | +32+0.8% | Added |
| PDT Partners, LLC | 4,208 | $1.62M | 0.14% | +4,208 | New |
| Advisory Services Network, LLC | 4,263 | $1.64M | 0.06% | −373−8.0% | Reduced |
| British Columbia Investment Management Corp | 4,353 | $1.67M | 0.02% | −1,458−25.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 4,373 | $1.68M | 0.00% | +183+4.4% | Added |
| Profit Investment Management, LLC | 4,443 | $1.71M | 1.26% | −122−2.7% | Reduced |
| Westwood Holdings Group Inc. | 4,470 | $1.72M | 0.02% | −22−0.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,535 | $1.74M | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 4,585 | $1.76M | 0.01% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 4,636 | $1.79M | 0.40% | −71−1.5% | Reduced |
| AlphaCrest Capital Management LLC | 4,662 | $1.79M | 0.09% | +4,118+757.0% | Added |
| CIBC Asset Management Inc | 4,668 | $1.79M | 0.01% | −3,214−40.8% | Reduced |
| Stonnington Group, LLC | 4,534 | $1.82M | 0.48% | +8+0.2% | Added |
| Van Eck Associates Corp | 4,761 | $1.83M | 0.00% | −328−6.4% | Reduced |
| JustInvest LLC | 4,764 | $1.83M | 0.08% | +301+6.7% | Added |
| Bridgeway Capital Management, LLC | 4,800 | $1.85M | 0.04% | 00.0% | Unchanged |
| GWM Advisors LLC | 4,813 | $1.85M | 0.03% | +4,813 | New |
| Logan Capital Management Inc | 4,822 | $1.85M | 0.11% | −87−1.8% | Reduced |
| Kesler, Norman & Wride, LLC | 4,934 | $1.90M | 0.53% | −224−4.3% | Reduced |
| Baker Tilly Wealth Management, LLC | 4,961 | $1.91M | 0.25% | +354+7.7% | Added |
| Bank of Nova Scotia | 4,980 | $1.92M | 0.00% | −33,447−87.0% | Reduced |
| Achmea Investment Management B.V. | 4,996 | $1.92M | 0.06% | +155+3.2% | Added |
| Texas Permanent School Fund | 5,005 | $1.93M | 0.03% | +102+2.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 5,014 | $1.93M | 0.04% | −1,146−18.6% | Reduced |
| Macquarie Group Ltd | 5,105 | $1.96M | 0.00% | +217+4.4% | Added |
| Mutual of America Capital Management LLC | 5,166 | $1.99M | 0.03% | +123+2.4% | Added |
| Aurora Investment Managers, LLC. | 5,199 | $2.00M | 1.93% | +29+0.6% | Added |
| Handelsbanken Fonder AB | 5,251 | $2.02M | 0.01% | −400−7.1% | Reduced |
| Kensington Investment Counsel, LLC | 5,256 | $2.02M | 1.72% | −114−2.1% | Reduced |
| First Personal Financial Services | 5,276 | $2.03M | 0.57% | −647−10.9% | Reduced |
| New York Life Investment Management LLC | 5,330 | $2.05M | 0.02% | +5,330 | New |
| Versor Investments LP | 5,450 | $2.10M | 0.08% | +4,074+296.1% | Added |
| Acadian Asset Management LLC | 5,461 | $2.10M | 0.01% | 00.0% | Unchanged |
| Richard Bernstein Advisors LLC | 5,481 | $2.11M | 0.05% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,518 | $2.12M | 0.02% | +461+9.1% | Added |
| Vestmark Advisory Solutions, Inc. | 5,623 | $2.16M | 0.12% | +781+16.1% | Added |
| Bokf, NA | 5,628 | $2.17M | 0.04% | −25−0.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,629 | $2.17M | 0.04% | +64+1.2% | Added |
| Kingsview Wealth Management, LLC | 5,730 | $2.20M | 0.11% | +4,566+392.3% | Added |
| Qube Research & Technologies Ltd | 5,753 | $2.21M | 0.02% | −33,606−85.4% | Reduced |
| 1832 Asset Management L.P. | 5,795 | $2.23M | 0.00% | +756+15.0% | Added |
| NewEdge Wealth, LLC | 5,802 | $2.23M | 0.10% | +1,835+46.3% | Added |
| Umb Bank N A | 5,805 | $2.23M | 0.03% | −52−0.9% | Reduced |
| IFM Investors Pty Ltd | 5,876 | $2.26M | 0.04% | +382+7.0% | Added |
| Alberta Investment Management Corp | 5,900 | $2.27M | 0.02% | −1,900−24.4% | Reduced |
| Susquehanna International Group, LLP | 5,989 | $2.30M | 0.00% | −7,229−54.7% | Reduced |
| Bright Rock Capital Management, LLC | 6,000 | $2.31M | 0.62% | 00.0% | Unchanged |
| Winton Group Ltd | 6,035 | $2.32M | 0.12% | +1,999+49.5% | Added |
| Hussman Strategic Advisors, Inc. | 6,200 | $2.38M | 0.41% | +6,200 | New |
| Millennium Management LLC | 6,285 | $2.42M | 0.00% | −49,366−88.7% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 6,331 | $2.44M | 0.02% | +19+0.3% | Added |
| Penobscot Investment Management Company, Inc. | 6,500 | $2.50M | 0.43% | −30−0.5% | Reduced |
| Birch Capital Management, LLC | 6,685 | $2.57M | 1.83% | 00.0% | Unchanged |
| Cullinan Associates Inc | 6,700 | $2.58M | 0.16% | −40−0.6% | Reduced |
| Gulf International Bank (UK) Ltd | 6,745 | $2.58M | 0.05% | 00.0% | Unchanged |
| Utah Retirement Systems | 6,801 | $2.62M | 0.04% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 6,811 | $2.62M | 0.00% | −116−1.7% | Reduced |
| Boothbay Fund Management, LLC | 6,830 | $2.63M | 0.09% | −170−2.4% | Reduced |
| Wolf Group Capital Advisors | 7,061 | $2.71M | 1.41% | −629−8.2% | Reduced |
| ING Groep NV | 7,131 | $2.74M | 0.03% | +1,134+18.9% | Added |
| First Republic Investment Management, Inc. | 7,159 | $2.75M | 0.01% | +104+1.5% | Added |
| PFG Advisors | 77,035 | $2.78M | 0.31% | +77,035 | New |
| Xponance, Inc. | 7,231 | $2.78M | 0.06% | +1,369+23.4% | Added |
| Prospera Financial Services Inc | 7,312 | $2.81M | 0.14% | −44−0.6% | Reduced |
| Catalyst Capital Advisors LLC | 7,325 | $2.82M | 0.12% | +7,325 | New |
| Stiles Financial Services Inc | 7,343 | $2.82M | 1.70% | −20−0.3% | Reduced |
| DuPont Capital Management Corp | 7,457 | $2.87M | 0.13% | −24−0.3% | Reduced |
| Mackenzie Financial Corp | 7,467 | $2.87M | 0.00% | −519−6.5% | Reduced |
| Whittier Trust Co | 7,499 | $2.88M | 0.06% | +104+1.4% | Added |
| Coastline Trust Co | 7,530 | $2.90M | 0.43% | −245−3.2% | Reduced |
| ProShare Advisors LLC | 7,805 | $3.00M | 0.01% | −2,533−24.5% | Reduced |
| Comerica Bank | 7,510 | $3.00M | 0.02% | +1,781+31.1% | Added |
| Sepio Capital, LP | 7,821 | $3.01M | 0.30% | −461−5.6% | Reduced |
| Brown Advisory Inc | 7,872 | $3.03M | 0.01% | −100−1.3% | Reduced |
| Nissay Asset Management Corp | 7,920 | $3.05M | 0.03% | −60−0.8% | Reduced |
| Yousif Capital Management, LLC | 7,948 | $3.06M | 0.04% | +2,488+45.6% | Added |
| Coastal Bridge Advisors, LLC | 8,021 | $3.08M | 0.95% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 8,093 | $3.11M | 0.12% | −90−1.1% | Reduced |
| Strategic Global Advisors, LLC | 8,199 | $3.15M | 0.48% | +8,199 | New |
| Great Lakes Advisors, LLC | 8,320 | $3.20M | 0.06% | −6−0.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 8,334 | $3.21M | 0.06% | +1,022+14.0% | Added |
| Cubist Systematic Strategies, LLC | 8,426 | $3.24M | 0.02% | −39,971−82.6% | Reduced |
| CIBC World Markets Corp | 8,534 | $3.28M | 0.03% | −330−3.7% | Reduced |
| EHP Funds Inc. | 8,620 | $3.31M | 0.61% | −740−7.9% | Reduced |
| Graham Capital Management, L.P. | 8,944 | $3.44M | 0.16% | +5,900+193.8% | Added |
| Eukles Asset Management | 8,955 | $3.44M | 2.18% | −9−0.1% | Reduced |
| Institutional & Family Asset Management, LLC | 8,960 | $3.45M | 0.60% | +556+6.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,007 | $3.46M | 0.05% | +6,241+225.6% | Added |
| Squarepoint Ops LLC | 9,007 | $3.46M | 0.03% | −57,871−86.5% | Reduced |
| Somerset Trust Co | 9,032 | $3.47M | 1.52% | +29+0.3% | Added |
| American Century Companies Inc | 9,258 | $3.56M | 0.00% | +6,012+185.2% | Added |
| Zacks Investment Management | 9,264 | $3.56M | 0.05% | +948+11.4% | Added |
| Putnam Investments LLC | 9,516 | $3.66M | 0.01% | −515−5.1% | Reduced |