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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.

Q3 2022 vs. Q2 2022

How the institutions holding Factset Research Systems Inc changed between Q2 2022 and Q3 2022.

All holders in Q3 2022All holders in Q2 2022

13F holders of FDS: Q2 2022 compared with Q3 2022
MeasureQ2 2022Of which not filed for Q3 2022Q3 2022Change
Holders6938692+7
Shares33.9M3.89K34.5M+586.3K (+1.7%)
Value$13.0B$1.50M$13.8B+$766.0M (+5.9%)

8 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (63)

Institutions that held Factset Research Systems Inc at the end of Q3 2022 but not at the end of Q2 2022.

Institutions new to FDS in Q3 2022
InstitutionSharesValue% of portfolio
Massachusetts Financial Services Co113,253$45.3M0.02%
Virginia Retirement Systems Et Al109,100$43.7M0.49%
ExodusPoint Capital Management, LP26,631$10.7M0.15%
Tudor Investment Corp Et Al8,136$3.25M0.08%
Tredje AP-fonden7,479$2.99M0.06%
Interval Partners, LP7,000$2.80M0.17%
NewSquare Capital LLC6,880$2.75M0.34%
PGGM Investments6,090$2.44M0.04%
2Xideas AG5,103$2.04M0.22%
Czech National Bank4,414$1.77M0.05%
Connor, Clark & Lunn Investment Management Ltd.4,374$1.75M0.01%
Ritholtz Wealth Management4,085$1.63M0.09%
Kempen Capital Management N.V.3,873$1.55M0.06%
Twin Capital Management Inc3,761$1.50M0.20%
Teachers Retirement System of the State of Kentucky3,456$1.38M0.02%
Candriam Luxembourg S.C.A.3,343$1.34M0.01%
Axiom Investors LLC3,147$1.26M0.03%
Calamos Advisors LLC3,070$1.23M0.01%
Resources Investment Advisors, LLC.2,357$943.0K0.03%
HRT Financial LP2,345$938.0K0.01%
Y-Intercept (Hong Kong) Ltd1,279$511.7K0.05%
Change Path, LLC1,242$497.0K0.03%
Petrus Trust Company, LTA1,176$471.0K0.07%
Advisor Partners II, LLC1,178$471.0K0.04%
Knowledge Leaders Capital, LLC1,004$402.0K0.51%
Guardian Capital LP923$369.0K0.01%
Synovus Financial Corp878$345.0K0.00%
Ieq Capital, LLC839$336.0K0.01%
Apeiron RIA LLC714$296.0K0.14%
Strategy Asset Managers LLC728$291.0K0.08%
Wedmont Private Capital691$276.0K0.06%
Boston Private Wealth LLC688$275.0K0.00%
Stokes Family Office, LLC635$254.0K0.04%
Integrated Investment Consultants, LLC625$250.0K0.10%
Sawtooth Solutions, LLC560$224.0K0.03%
Peapack Gladstone Financial Corp550$220.0K0.00%
Two Sigma Securities, LLC526$210.0K0.03%
Delta Asset Management LLC510$204.0K0.02%
Davis R M Inc511$204.0K0.01%
Quantinno Capital Management LP504$202.0K0.03%
Blue Edge Capital, LLC500$200.1K0.05%
Arbor Investment Advisors, LLC500$200.0K0.05%
Delaney Dennis R500$200.0K0.19%
Wipfli Financial Advisors LLC,405$162.0K0.01%
Icon Wealth Advisors, LLC296$118.0K0.01%
Axim Planning & Wealth285$114.0K0.11%
SJS Investment Consulting Inc.131$53.0K0.02%
Pinnacle Financial Partners Inc100$40.0K0.00%
Alta Advisers Ltd100$40.0K0.03%
DT Investment Partners, LLC80$32.0K0.01%
American National Bank66$26.0K0.01%
Almanack Investment Partners, LLC.27$11.0K0.00%
EverSource Wealth Advisors, LLC10$4.00K0.00%
Raleigh Capital Management Inc.10$4.00K0.00%
Toth Financial Advisory Corp8$3.00K0.00%
Asset Dedication, LLC7$3.00K0.00%
Standard Family Office LLC7$3.00K0.00%
Abound Wealth Management5$2.00K0.00%
Moisand Fitzgerald Tamayo, LLC4$2.00K0.00%
Sound Income Strategies, LLC5$2.00K0.00%
Highline Wealth Partners LLC3$1.20K0.00%
PSI Advisors, LLC2$1.00K0.00%
Sutton Wealth Advisors Inc.1$4000.00%

Sold out (56)

Institutions that held Factset Research Systems Inc at the end of Q2 2022 and filed for Q3 2022 without it.

Institutions that sold out of FDS in Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
Balyasny Asset Management LLC28,811$11.1M
Two Sigma Advisers, LP25,200$9.69M
Prana Capital Management, LP24,522$9.43M
Cypress Capital, LLC21,216$8.16M
Voloridge Investment Management, LLC20,051$7.71M
Squarepoint Ops LLC9,007$3.46M
Cullinan Associates Inc6,700$2.58M
Qube Research & Technologies Ltd5,753$2.21M
Versor Investments LP5,450$2.10M
Two Sigma Investments, LP3,625$1.39M
Bayesian Capital Management, LP3,519$1.35M
Janus Henderson Group PLC3,290$1.27M
Quadrature Capital Ltd3,284$1.26M
FORA Capital, LLC3,051$1.17M
Maryland State Retirement & Pension System2,840$1.09M
USS Investment Management Ltd2,785$1.07M
Jackson Creek Investment Advisors LLC2,381$1.02M
AGF Investments LLC2,646$1.02M
Blueshift Asset Management, LLC2,415$929.0K
Paloma Partners Management Co2,050$788.0K
Arrowstreet Capital, Limited Partnership1,956$752.0K
Yorktown Management & Research Co Inc1,600$615.0K
Seven Eight Capital, LP1,384$532.0K
Wesbanco Bank Inc1,368$526.0K
XTX Topco Ltd1,354$521.0K
Gardner Lewis Asset Management L P1,293$497.0K
Kovack Advisors, Inc.1,238$476.0K
EP Wealth Advisors, LLC1,072$412.0K
Mirabella Financial Services LLP1,003$386.0K
Maven Securities LTD1,000$385.0K
Bridgefront Capital, LLC937$360.0K
Krane Funds Advisors LLC753$290.0K
Gsa Capital Partners LLP679$261.0K
Ilmarinen Mutual Pension Insurance Co668$257.0K
Baldwin Investment Management, LLC570$219.0K
Capco Asset Management, LLC525$202.0K
Exchange Traded Concepts, LLC411$158.0K
Livforsakringsbolaget Skandia, Omsesidigt200$77.0K
Okabena Investment Services Inc144$55.0K
Heritage Financial Services, LLC132$50.0K
CoreCap Advisors, LLC109$42.0K
Venture Visionary Partners LLC97$37.3K
CIBC Private Wealth Group, LLC51$20.0K
Capital Directions Investment Advisors, LLC50$19.0K
Retirement Group, LLC29$11.0K
Bartlett & Co. LLC20$8.00K
Bartlett & Co. Wealth Management LLC20$7.69K
Farmers & Merchants Trust Co of Chambersburg PA18$7.00K
Geneos Wealth Management Inc.20$7.00K
GW&K Investment Management, LLC11$4.00K
Trust Co of Vermont9$3.00K
CX Institutional8$3.00K
Patriot Financial Group Insurance Agency, LLC4$2.00K
Concord Wealth Partners6$2.00K
Sageworth Trust Co of South Dakota5$2.00K
Steward Financial Group LLC3$1.00K

Not filed for Q3 2022 yet (8)

Institutions that held Factset Research Systems Inc at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding FDS in Q2 2022 that haven't filed for Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
Coldstream Capital Management Inc1,650$635.0K
Advisor Partners LLC1,154$444.0K
Murphy Capital Management Inc550$211.0K
Exane Derivatives387$148.8K
Brewin Dolphin Ltd77$30.0K
Private Capital Group, LLC38$15.0K
Cordasco Financial Network27$10.0K
Fieldpoint Private Securities, LLC5$2.00K