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 |
|---|---|---|---|---|---|
| Column Capital Advisors, LLC | 116 | $45.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 114 | $44.0K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 109 | $42.0K | 0.00% | +109 | New |
| Glassman Wealth Services | 104 | $40.0K | 0.01% | −3−2.8% | Reduced |
| CVA Family Office, LLC | 103 | $40.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 98 | $38.0K | 0.00% | −6−5.8% | Reduced |
| First Community Trust NA | 100 | $38.0K | 0.04% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 97 | $37.3K | 0.00% | +97 | New |
| Allworth Financial LP | 95 | $37.0K | 0.00% | +16+20.3% | Added |
| TD Private Client Wealth LLC | 93 | $35.8K | 0.00% | +20+27.4% | Added |
| Bogart Wealth, LLC | 92 | $35.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 90 | $35.0K | 0.01% | +90 | New |
| American Research & Management Co. | 85 | $33.0K | 0.01% | −15−15.0% | Reduced |
| Eagle Bay Advisors LLC | 84 | $32.3K | 0.02% | +84 | New |
| Tyler-Stone Wealth Management | 81 | $31.0K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 72 | $31.0K | 0.01% | −5−6.5% | Reduced |
| Castle Wealth Management LLC | 80 | $31.0K | 0.02% | +80 | New |
| Money Concepts Capital Corp | 76 | $30.0K | 0.00% | −200−72.5% | Reduced |
| Brewin Dolphin Ltd | 77 | $30.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 77 | $30.0K | 0.01% | +62+413.3% | Added |
| Hartford Financial Management Inc. | 75 | $29.0K | 0.01% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 71 | $27.4K | 0.01% | +71 | New |
| Leonteq Securities AG | 70 | $26.9K | 0.00% | +33+89.2% | Added |
| Motco | 67 | $26.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 66 | $25.0K | 0.01% | −18−21.4% | Reduced |
| Rosenberg Matthew Hamilton | 64 | $25.0K | 0.01% | +1+1.6% | Added |
| Global Retirement Partners, LLC | 66 | $25.0K | 0.00% | −6−8.3% | Reduced |
| Ogorek Anthony Joseph | 65 | $24.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 61 | $23.0K | 0.00% | −8−11.6% | Reduced |
| Arrow Financial Corp | 60 | $23.0K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 61 | $23.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 56 | $22.0K | 0.00% | +1+1.8% | Added |
| Proequities, Inc. | 57 | $22.0K | 0.00% | +27+90.0% | Added |
| Valley National Advisers Inc | 53 | $21.0K | 0.00% | +47+783.3% | Added |
| TD Waterhouse Canada Inc. | 52 | $20.5K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 51 | $20.0K | 0.00% | −474−90.3% | Reduced |
| Capital Directions Investment Advisors, LLC | 50 | $19.0K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 49 | $19.0K | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 46 | $18.0K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 42 | $16.0K | 0.01% | +42 | New |
| Clearstead Advisors, LLC | 39 | $15.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 39 | $15.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 38 | $15.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 40 | $15.0K | 0.00% | +40 | New |
| MV Capital Management, Inc. | 37 | $14.0K | 0.00% | +13+54.2% | Added |
| Manchester Capital Management LLC | 34 | $13.0K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 30 | $12.0K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 29 | $11.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 29 | $11.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 29 | $11.0K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 28 | $11.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 27 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 27 | $10.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 27 | $10.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 26 | $10.0K | 0.00% | +19+271.4% | Added |
| Horan Securities, Inc. | 22 | $9.00K | 0.01% | +16+266.7% | Added |
| Tortoise Investment Management, LLC | 21 | $8.00K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 20 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 20 | $8.00K | 0.00% | +20 | New |
| Bartlett & Co. Wealth Management LLC | 20 | $7.69K | 0.00% | +20 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 18 | $7.00K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 20 | $7.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 16 | $7.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 18 | $7.00K | 0.00% | +18 | New |
| Lindbrook Capital, LLC | 14 | $5.00K | 0.00% | −1−6.7% | Reduced |
| Creative Financial Designs Inc | 12 | $5.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 13 | $5.00K | 0.00% | +6+85.7% | Added |
| First Manhattan Co | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 11 | $4.00K | 0.00% | +8+266.7% | Added |
| Massmutual Trust Co FSB | 10 | $4.00K | 0.00% | +8+400.0% | Added |
| Larson Financial Group LLC | 10 | $4.00K | 0.00% | +10 | New |
| Vigilant Capital Management, LLC | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 9 | $3.00K | 0.00% | +9 | New |
| Ellevest, Inc. | 8 | $3.00K | 0.00% | +8 | New |
| Investors Research Corp | 9 | $3.00K | 0.00% | +9 | New |
| CX Institutional | 8 | $3.00K | 0.00% | +8 | New |
| Bell Investment Advisors, Inc | 9 | $3.00K | 0.00% | +9 | New |
| Fieldpoint Private Securities, LLC | 5 | $2.00K | 0.00% | −50−90.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 4 | $2.00K | 0.00% | −3−42.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 5 | $2.00K | 0.00% | +5 | New |
| Raffa Wealth Management, LLC | 5 | $1.92K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 3 | $1.00K | 0.00% | +3 | New |
| SRS Capital Advisors, Inc. | 2 | $1.00K | 0.00% | +2 | New |
| Steward Financial Group LLC | 3 | $1.00K | 0.00% | +3 | New |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −95,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −45,098−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −37,441−100.0% | Sold out |
| 2Xideas AG | 0 | $0 | 0.00% | −32,473−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −28,655−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −18,200−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −13,971−100.0% | Sold out |