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 |
|---|---|---|---|---|---|
| Hartford Investment Management Co | 3,653 | $1.41M | 0.04% | +53+1.5% | Added |
| Public Sector Pension Investment Board | 3,645 | $1.40M | 0.01% | −1,625−30.8% | Reduced |
| Two Sigma Investments, LP | 3,625 | $1.39M | 0.00% | −7,858−68.4% | Reduced |
| 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 |
| Canada Pension Plan Investment Board | 3,600 | $1.38M | 0.00% | +2,100+140.0% | Added |
| AE Wealth Management LLC | 3,550 | $1.36M | 0.01% | −111−3.0% | Reduced |
| Bayesian Capital Management, LP | 3,519 | $1.35M | 0.25% | +900+34.4% | Added |
| Pensionfund Sabic | 3,500 | $1.35M | 0.43% | −500−12.5% | Reduced |
| Fort Washington Investment Advisors Inc | 3,425 | $1.32M | 0.01% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 3,402 | $1.31M | 0.01% | +1,306+62.3% | Added |
| Capital Investment Services of America, Inc. | 3,300 | $1.27M | 0.16% | −100−2.9% | Reduced |
| Janus Henderson Group PLC | 3,290 | $1.27M | 0.00% | −129,605−97.5% | Reduced |
| Quadrature Capital Ltd | 3,284 | $1.26M | 0.05% | +3,284 | New |
| Securian Asset Management, Inc | 3,228 | $1.24M | 0.03% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 3,187 | $1.23M | 0.07% | +428+15.5% | Added |
| Captrust Financial Advisors | 3,152 | $1.21M | 0.01% | +164+5.5% | Added |
| Strong Tower Advisory Services | 3,148 | $1.21M | 0.66% | −67−2.1% | Reduced |
| Dividend Assets Capital, LLC | 3,125 | $1.20M | 0.26% | −20−0.6% | Reduced |
| Venturi Wealth Management, LLC | 3,110 | $1.20M | 0.11% | −95−3.0% | Reduced |
| Ossiam | 3,104 | $1.19M | 0.04% | +1,452+87.9% | Added |
| Westpac Banking Corp | 3,081 | $1.18M | 0.02% | 00.0% | Unchanged |
| FORA Capital, LLC | 3,051 | $1.17M | 0.23% | +1,291+73.4% | Added |
| Toews Corp | 3,000 | $1.15M | 0.77% | +2,000+200.0% | Added |
| Doyle Wealth Management | 2,979 | $1.15M | 0.09% | −224−7.0% | Reduced |
| Spinnaker Trust | 2,922 | $1.12M | 0.09% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 2,893 | $1.11M | 0.03% | +469+19.3% | Added |
| AdvisorShares Investments LLC | 2,861 | $1.10M | 0.31% | −42−1.4% | Reduced |
| Maryland State Retirement & Pension System | 2,840 | $1.09M | 0.04% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 2,813 | $1.08M | 0.05% | +404+16.8% | Added |
| Naples Global Advisors, LLC | 2,805 | $1.08M | 0.14% | +70+2.6% | Added |
| USS Investment Management Ltd | 2,785 | $1.07M | 0.01% | −606−17.9% | Reduced |
| Prudential PLC | 2,761 | $1.06M | 0.02% | +1,864+207.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 2,684 | $1.03M | 0.06% | +129+5.0% | Added |
| Blair William & Co | 2,681 | $1.03M | 0.00% | −183−6.4% | Reduced |
| First Financial Bank - Trust Division | 2,677 | $1.03M | 0.13% | −52−1.9% | Reduced |
| Jackson Creek Investment Advisors LLC | 2,381 | $1.02M | 0.41% | +2,381 | New |
| AGF Investments LLC | 2,646 | $1.02M | 0.10% | −428−13.9% | Reduced |
| Marshall Financial Group LLC | 2,608 | $1.00M | 0.40% | −406−13.5% | Reduced |
| Seeyond | 2,535 | $974.0K | 0.11% | −50−1.9% | Reduced |
| Louisiana State Employees Retirement System | 2,400 | $959.0K | 0.03% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 2,483 | $955.0K | 0.00% | +1,586+176.8% | Added |
| TrimTabs Asset Management, LLC | 2,459 | $946.0K | 0.58% | −2,324−48.6% | Reduced |
| Tower Research Capital LLC (TRC) | 2,439 | $938.0K | 0.02% | −2,778−53.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,428 | $934.0K | 0.01% | −321−11.7% | Reduced |
| Blueshift Asset Management, LLC | 2,415 | $929.0K | 0.15% | +1,222+102.4% | Added |
| Connable Office Inc | 2,390 | $919.0K | 0.14% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 2,348 | $903.0K | 0.25% | +6+0.3% | Added |
| 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 |
| K.J. Harrison & Partners Inc | 2,300 | $885.0K | 0.24% | 00.0% | Unchanged |
| Natixis Investment Managers International | 2,292 | $881.0K | 0.02% | +1,348+142.8% | Added |
| McDonald Partners LLC | 2,244 | $863.0K | 0.22% | +91+4.2% | Added |
| Metropolitan Life Insurance Co | 2,238 | $860.7K | 0.04% | −48−2.1% | Reduced |
| Gyon Technologies Capital Management, LP | 2,237 | $860.0K | 0.24% | +722+47.7% | Added |
| SRN Advisors, LLC | 2,231 | $858.0K | 0.60% | −370−14.2% | Reduced |
| Provident Investment Management, Inc. | 2,220 | $853.0K | 0.10% | −192−8.0% | Reduced |
| Private Advisor Group, LLC | 2,215 | $852.0K | 0.01% | +5+0.2% | 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 |
| Mercer Global Advisors Inc | 2,192 | $843.0K | 0.01% | +97+4.6% | Added |
| Henshaw Capital LLC | 2,186 | $840.8K | 0.06% | +5+0.2% | Added |
| Panagora Asset Management Inc | 2,180 | $838.0K | 0.01% | −56−2.5% | Reduced |
| New Mexico Educational Retirement Board | 2,100 | $808.0K | 0.04% | −100−4.5% | Reduced |
| Burney Co | 2,079 | $800.0K | 0.04% | −25−1.2% | Reduced |
| Snowden Capital Advisors LLC | 2,075 | $798.0K | 0.04% | −93−4.3% | Reduced |
| Arkadios Wealth Advisors | 2,058 | $792.0K | 0.12% | +1,212+143.3% | Added |
| Paloma Partners Management Co | 2,050 | $788.0K | 0.08% | −1,279−38.4% | Reduced |
| Unigestion Holding SA | 2,033 | $782.0K | 0.04% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 2,029 | $780.0K | 0.02% | +198+10.8% | Added |
| Tobam | 2,009 | $773.0K | 0.05% | −1,887−48.4% | 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 |
| Valmark Advisers, Inc. | 1,962 | $755.0K | 0.01% | −6−0.3% | Reduced |
| 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 |
| OPSEU Pension Plan Trust Fund | 1,951 | $745.0K | 0.19% | +330+20.4% | Added |
| Ninety One SA (PTY) Ltd | 1,924 | $740.0K | 0.26% | −22−1.1% | Reduced |
| 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 |
| Creative Planning | 1,842 | $709.0K | 0.00% | +506+37.9% | Added |
| Conestoga Capital Advisors, LLC | 1,836 | $706.0K | 0.01% | −25−1.3% | Reduced |
| Dumont & Blake Investment Advisors LLC | 1,807 | $695.0K | 0.23% | −9−0.5% | Reduced |
| Lindenwold Advisors | 1,797 | $691.0K | 0.49% | +7+0.4% | Added |
| Northwest Investment Counselors, LLC | 1,792 | $689.0K | 0.21% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 1,785 | $687.0K | 0.43% | −224−11.1% | Reduced |
| 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 |
| Walleye Trading LLC | 1,726 | $664.0K | 0.02% | +1,726 | New |
| FourThought Financial, LLC | 1,695 | $652.0K | 0.10% | +68+4.2% | Added |
| Institute for Wealth Management, LLC. | 1,685 | $648.0K | 0.13% | −32−1.9% | Reduced |
| Advisors Preferred, LLC | 1,674 | $644.0K | 0.17% | +549+48.8% | Added |
| MML Investors Services, LLC | 1,668 | $642.0K | 0.00% | −421−20.2% | Reduced |
| Coldstream Capital Management Inc | 1,650 | $635.0K | 0.02% | +76+4.8% | Added |
| Davenport & Co LLC | 1,636 | $629.0K | 0.01% | −280−14.6% | Reduced |
| Yorktown Management & Research Co Inc | 1,600 | $615.0K | 0.79% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 1,574 | $606.0K | 0.05% | −242−13.3% | Reduced |
| Heartland Bank & Trust Co | 1,544 | $594.0K | 0.53% | +64+4.3% | Added |
| 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 |