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 |
|---|---|---|---|---|---|
| Parsons Capital Management Inc | 750 | $288.0K | 0.03% | 00.0% | Unchanged |
| Apella Capital, LLC | 750 | $288.0K | 0.03% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 740 | $285.0K | 0.14% | −12−1.6% | Reduced |
| Metis Global Partners, LLC | 735 | $283.0K | 0.05% | +138+23.1% | Added |
| Transamerica Financial Advisors, Inc. | 723 | $278.0K | 0.04% | +723 | New |
| J. W. Coons Advisors, LLC | 716 | $275.0K | 0.10% | −34−4.5% | Reduced |
| Wetherby Asset Management Inc | 704 | $271.0K | 0.02% | +125+21.6% | Added |
| Williams Jones Wealth Management, LLC. | 690 | $266.0K | 0.00% | +690 | New |
| Stevens Capital Management LP | 690 | $265.0K | 0.18% | −2,221−76.3% | Reduced |
| Qtron Investments LLC | 682 | $262.0K | 0.06% | +682 | New |
| Gsa Capital Partners LLP | 679 | $261.0K | 0.04% | −2,376−77.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 678 | $261.0K | 0.07% | −800−54.1% | Reduced |
| Horizon Investments, LLC | 672 | $258.0K | 0.01% | −153−18.5% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 672 | $258.0K | 0.25% | −5−0.7% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 668 | $257.0K | 0.00% | +668 | New |
| Cresset Asset Management, LLC | 686 | $255.0K | 0.00% | −628−47.8% | Reduced |
| Seelaus Asset Management LLC | 655 | $252.0K | 0.19% | 00.0% | Unchanged |
| Toroso Investments, LLC | 655 | $252.0K | 0.01% | +187+40.0% | Added |
| Telemus Capital, LLC | 649 | $250.0K | 0.02% | −4−0.6% | Reduced |
| Middleton & Co Inc | 645 | $248.0K | 0.03% | −200−23.7% | Reduced |
| Kolinsky Wealth Management, LLC | 627 | $241.0K | 0.28% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,133 | $238.0K | 0.01% | −397−25.9% | Reduced |
| Hall Laurie J Trustee | 616 | $237.0K | 0.11% | 00.0% | Unchanged |
| Bennett Selby Investments LP | 615 | $237.0K | 0.18% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 610 | $235.0K | 0.02% | +610 | New |
| Greenleaf Trust | 608 | $234.0K | 0.00% | −17−2.7% | Reduced |
| Pine Haven Investment Counsel, Inc | 605 | $233.0K | 0.27% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 605 | $233.0K | 0.06% | +380+168.9% | Added |
| Old National Bancorp | 605 | $233.0K | 0.01% | +605 | New |
| Edmond de Rothschild Holding S.A. | 602 | $232.0K | 0.01% | −52−8.0% | Reduced |
| AMG National Trust Bank | 585 | $225.0K | 0.01% | −136−18.9% | Reduced |
| Intrust Bank NA | 579 | $223.0K | 0.03% | −72−11.1% | Reduced |
| Tocqueville Asset Management L.P. | 575 | $221.0K | 0.00% | 00.0% | Unchanged |
| Martin Investment Management, LLC | 575 | $221.0K | 0.06% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 570 | $219.0K | 0.07% | −144−20.2% | Reduced |
| Ascent Group, LLC | 509 | $219.0K | 0.03% | +509 | New |
| River Wealth Advisors LLC | 568 | $218.0K | 0.04% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 562 | $216.0K | 0.04% | −125−18.2% | Reduced |
| Diversified, LLC | 561 | $216.0K | 0.09% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 560 | $215.0K | 0.31% | +29+5.5% | Added |
| Sequoia Financial Advisors, LLC | 554 | $213.0K | 0.01% | −25−4.3% | Reduced |
| Keybank National Association | 551 | $212.0K | 0.00% | +32+6.2% | Added |
| Murphy Capital Management Inc | 550 | $211.0K | 0.03% | 00.0% | Unchanged |
| Camden Capital, LLC | 547 | $210.0K | 0.05% | +1+0.2% | Added |
| Capital Square, LLC | 547 | $210.0K | 0.17% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 530 | $204.0K | 0.00% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 526 | $202.0K | 0.02% | −25−4.5% | Reduced |
| Capco Asset Management, LLC | 525 | $202.0K | 0.06% | 00.0% | Unchanged |
| CWM, LLC | 523 | $201.0K | 0.00% | −28−5.1% | Reduced |
| Tilia Fiduciary Partners, Inc. | 511 | $201.0K | 0.19% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 521 | $200.0K | 0.02% | +521 | New |
| Caldwell Trust Co | 482 | $185.4K | 0.03% | 00.0% | Unchanged |
| Estabrook Capital Management | 467 | $179.6K | 0.03% | −30−6.0% | Reduced |
| AIA Group Ltd | 459 | $177.0K | 0.01% | −253−35.5% | Reduced |
| Belpointe Asset Management LLC | 443 | $170.0K | 0.01% | +33+8.0% | Added |
| Bessemer Group Inc | 430 | $166.0K | 0.00% | −459−51.6% | Reduced |
| Farmers & Merchants Investments Inc | 415 | $160.0K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 411 | $158.0K | 0.00% | +28+7.3% | Added |
| PrairieView Partners, LLC | 400 | $154.0K | 0.02% | 00.0% | Unchanged |
| Exane Derivatives | 387 | $148.8K | 0.09% | +387 | New |
| Ellis Investment Partners, LLC | 375 | $144.0K | 0.04% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 375 | $144.0K | 0.02% | +10+2.7% | Added |
| First Horizon Advisors, Inc. | 330 | $127.0K | 0.00% | +266+415.6% | Added |
| Signaturefd, LLC | 322 | $124.0K | 0.00% | −36−10.1% | Reduced |
| Zullo Investment Group, Inc. | 321 | $123.0K | 0.08% | −29−8.3% | Reduced |
| Riverview Trust Co | 301 | $116.0K | 0.10% | 00.0% | Unchanged |
| Covestor Ltd | 297 | $115.0K | 0.09% | −35−10.5% | Reduced |
| Covington Capital Management | 297 | $114.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 266 | $102.0K | 0.00% | −23−8.0% | Reduced |
| Smithfield Trust Co | 257 | $100.0K | 0.01% | +195+314.5% | Added |
| Washington Trust Advisors, Inc. | 249 | $96.0K | 0.01% | −3−1.2% | Reduced |
| Capital Advisors, Ltd. LLC | 242 | $93.0K | 0.02% | +5+2.1% | Added |
| Addison Advisors LLC | 225 | $87.0K | 0.05% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 223 | $86.0K | 0.04% | −44−16.5% | Reduced |
| Newfound Research LLC | 219 | $84.0K | 0.18% | +219 | New |
| Fred Alger Management, LLC | 215 | $83.0K | 0.00% | −117−35.2% | Reduced |
| Huntington National Bank | 216 | $83.0K | 0.00% | +118+120.4% | Added |
| Ci Investments Inc. | 214 | $82.0K | 0.00% | −70−24.6% | Reduced |
| Wolff Wiese Magana LLC | 213 | $82.0K | 0.06% | −5−2.3% | Reduced |
| Federated Hermes, Inc. | 208 | $80.0K | 0.00% | −97−31.8% | Reduced |
| Quadrant Capital Group LLC | 207 | $80.0K | 0.01% | +13+6.7% | Added |
| Parallel Advisors, LLC | 203 | $78.0K | 0.00% | −28−12.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $77.0K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 200 | $77.0K | 0.03% | +200 | New |
| American Portfolios Advisors | 200 | $76.9K | 0.00% | +16+8.7% | Added |
| Swedbank AB | 185 | $71.1K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 182 | $70.0K | 0.03% | +100+122.0% | Added |
| Altshuler Shaham Ltd | 180 | $69.0K | 0.00% | −22−10.9% | Reduced |
| Penserra Capital Management LLC | 177 | $68.0K | 0.00% | −1−0.6% | Reduced |
| Key Financial Inc | 170 | $67.0K | 0.04% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 165 | $63.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 160 | $62.0K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 143 | $62.0K | 0.00% | +143 | New |
| Okabena Investment Services Inc | 144 | $55.0K | 0.03% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 130 | $50.0K | 0.00% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 132 | $50.0K | 0.03% | +132 | New |
| Goodwin Investment Advisory | 125 | $48.1K | 0.04% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 125 | $48.0K | 0.02% | +125 | New |
| Sandy Spring Bank | 124 | $47.0K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 116 | $45.0K | 0.00% | 00.0% | Unchanged |