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 |
|---|---|---|---|---|---|
| Impax Asset Management Group plc | 1,512 | $581.0K | 0.00% | −227−13.1% | Reduced |
| Shepherd Financial Partners LLC | 1,503 | $578.0K | 0.11% | +2+0.1% | Added |
| Anchor Capital Advisors LLC | 1,500 | $577.0K | 0.01% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 1,480 | $570.0K | 0.05% | +20+1.4% | Added |
| Oppenheimer Asset Management Inc. | 1,482 | $569.0K | 0.01% | −129−8.0% | Reduced |
| E. Ohman J:or Asset Management AB | 1,454 | $559.2K | 0.02% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 1,452 | $558.0K | 0.24% | −4−0.3% | Reduced |
| Diversified Trust Co | 1,441 | $554.0K | 0.02% | +1,441 | New |
| Ethic Inc. | 1,439 | $553.0K | 0.04% | +562+64.1% | Added |
| Mattern Wealth Management LLC | 1,418 | $545.0K | 0.21% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 1,411 | $543.0K | 0.15% | 00.0% | Unchanged |
| HM Payson & Co | 1,399 | $538.0K | 0.01% | +1+0.1% | Added |
| Connolly Sarah T. | 1,390 | $535.0K | 0.36% | −20−1.4% | Reduced |
| Seven Eight Capital, LP | 1,384 | $532.0K | 0.21% | +1,384 | New |
| Wesbanco Bank Inc | 1,368 | $526.0K | 0.02% | 00.0% | Unchanged |
| XTX Topco Ltd | 1,354 | $521.0K | 0.21% | +1,354 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,334 | $512.0K | 0.05% | −20−1.5% | Reduced |
| Cetera Investment Advisers | 1,313 | $505.0K | 0.01% | −23−1.7% | Reduced |
| Hurlow Wealth Management Group, Inc. | 1,306 | $502.0K | 0.29% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 1,295 | $498.0K | 0.05% | +179+16.0% | Added |
| Gardner Lewis Asset Management L P | 1,293 | $497.0K | 0.10% | +1,293 | New |
| Quantum Private Wealth, LLC | 1,281 | $492.0K | 0.29% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 1,274 | $490.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Ashton Thomas Private Wealth, LLC | 1,230 | $473.0K | 0.05% | +1,230 | New |
| Kestra Private Wealth Services, LLC | 1,225 | $471.0K | 0.03% | +109+9.8% | Added |
| Mayflower Financial Advisors, LLC | 1,216 | $468.0K | 0.07% | 00.0% | Unchanged |
| Lincoln National Corp | 1,213 | $466.0K | 0.01% | +2+0.2% | Added |
| Roberts Glore & Co Inc | 1,209 | $465.0K | 0.15% | −44−3.5% | Reduced |
| Allstate Corp | 1,195 | $460.0K | 0.01% | +1,195 | New |
| LMCG Investments, LLC | 1,189 | $457.0K | 0.03% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 1,184 | $455.0K | 0.09% | −41−3.3% | Reduced |
| Advisor Partners LLC | 1,154 | $444.0K | 0.03% | +213+22.6% | Added |
| Websterrogers Financial Advisors, LLC | 1,118 | $430.0K | 0.21% | −36−3.1% | Reduced |
| Vontobel Holding Ltd. | 1,120 | $429.0K | 0.00% | +69+6.6% | Added |
| Precision Wealth Strategies, LLC | 1,071 | $421.0K | 0.33% | +65+6.5% | Added |
| EP Wealth Advisors, LLC | 1,072 | $412.0K | 0.01% | +6+0.6% | Added |
| Federation des caisses Desjardins du Quebec | 1,067 | $410.3K | 0.00% | +47+4.6% | Added |
| D.A. Davidson & Co. | 1,059 | $407.0K | 0.01% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 1,050 | $404.0K | 0.29% | −20−1.9% | 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 |
| Curated Wealth Partners LLC | 1,036 | $399.0K | 0.12% | −120−10.4% | Reduced |
| Covenant Partners, LLC | 1,030 | $396.0K | 0.18% | 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 |
| Redpoint Investment Management Pty Ltd | 1,022 | $393.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| 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 |
| Mirabella Financial Services LLP | 1,003 | $386.0K | 0.04% | −3,865−79.4% | Reduced |
| 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 |
| Silver Lake Advisory, LLC | 981 | $377.0K | 0.21% | 00.0% | Unchanged |
| Rockland Trust Co | 978 | $376.0K | 0.03% | −9−0.9% | Reduced |
| Desjardins Global Asset Management Inc. | 975 | $374.0K | 0.05% | +626+179.4% | Added |
| Eqis Capital Management, Inc. | 965 | $371.0K | 0.04% | +6+0.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 960 | $369.0K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 951 | $366.0K | 0.12% | +951 | New |
| 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 |
| Fifth Third Bancorp | 941 | $362.0K | 0.00% | +60+6.8% | Added |
| 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 |
| Bridgefront Capital, LLC | 937 | $360.0K | 0.40% | +937 | New |
| 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 |
| Symmetry Partners, LLC | 920 | $354.0K | 0.02% | 00.0% | Unchanged |
| Jennison Associates LLC | 913 | $351.0K | 0.00% | +913 | New |
| KCM Investment Advisors LLC | 899 | $346.0K | 0.02% | +16+1.8% | Added |
| Veritable, L.P. | 894 | $344.0K | 0.01% | −55−5.8% | Reduced |
| Vestcor Inc | 880 | $338.0K | 0.01% | +284+47.7% | Added |
| Tiaa, FSB | 873 | $336.0K | 0.00% | +873 | New |
| Cetera Advisor Networks LLC | 868 | $334.0K | 0.00% | +168+24.0% | Added |
| Beacon Investment Advisory Services, Inc. | 864 | $332.0K | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 860 | $331.0K | 0.00% | −840−49.4% | Reduced |
| Rowland & Co Investment Counsel | 860 | $330.7K | 0.08% | 00.0% | Unchanged |
| DCM Advisors, LLC | 840 | $323.0K | 0.14% | +840 | New |
| Alps Advisors Inc | 833 | $320.0K | 0.00% | −9−1.1% | Reduced |
| Pathstone Family Office, LLC | 826 | $318.0K | 0.01% | +73+9.7% | Added |
| Colony Group LLC | 820 | $315.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 817 | $314.0K | 0.01% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 769 | $308.1K | 0.01% | +769 | 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 |
| 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 |
| Smith Shellnut Wilson LLC | 791 | $304.0K | 0.19% | −280−26.1% | Reduced |
| Great Diamond Partners, LLC | 790 | $303.0K | 0.10% | +7+0.9% | Added |
| Motley Fool Asset Management LLC | 763 | $302.0K | 0.03% | +1+0.1% | Added |
| Stokes Capital Advisors, LLC | 779 | $300.0K | 0.10% | 00.0% | Unchanged |
| Milestone Advisory Partners | 750 | $296.0K | 0.24% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 759 | $292.0K | 0.00% | −77−9.2% | Reduced |
| 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 |
| Wolverine Trading, LLC | 754 | $289.0K | 0.01% | +754 | New |