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, Q3 2022
Institutional positions in Factset Research Systems Inc as of Sep 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
- 692
- +7 vs. Q2 2022
- Shares held
- 34.5M
- +586.3K (+1.7%) vs. Q2 2022
- Total value
- $13.8B
- +$766.0M (+5.9%) vs. Q2 2022
- New holders
- 63
- 241 more added
- Sold out
- 56
- 249 more reduced
8 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Factset Research Systems Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sutton Wealth Advisors Inc. | 1 | $400 | 0.00% | +1 | New |
| SRS Capital Advisors, Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Highline Wealth Partners LLC | 3 | $1.20K | 0.00% | +3 | New |
| Horan Securities, Inc. | 6 | $2.00K | 0.00% | −16−72.7% | Reduced |
| Lee Financial Co | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| BerganKDV Wealth Management, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 4 | $2.00K | 0.00% | +4 | New |
| Sound Income Strategies, LLC | 5 | $2.00K | 0.00% | +5 | New |
| Raffa Wealth Management, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 5 | $2.00K | 0.00% | +5 | 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 |
| Toth Financial Advisory Corp | 8 | $3.00K | 0.00% | +8 | New |
| Asset Dedication, LLC | 7 | $3.00K | 0.00% | +7 | New |
| Standard Family Office LLC | 7 | $3.00K | 0.00% | +7 | New |
| Federated Hermes, Inc. | 9 | $4.00K | 0.00% | −199−95.7% | Reduced |
| Winch Advisory Services, LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 9 | $4.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 10 | $4.00K | 0.00% | +10 | New |
| Raleigh Capital Management Inc. | 10 | $4.00K | 0.00% | +10 | New |
| Creative Financial Designs Inc | 12 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 13 | $5.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 16 | $7.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 17 | $7.00K | 0.00% | +7+70.0% | Added |
| Investors Research Corp | 17 | $7.00K | 0.00% | +8+88.9% | 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 |
| Schubert & Co | 20 | $8.00K | 0.01% | +7+53.8% | Added |
| TCI Wealth Advisors, Inc. | 19 | $8.00K | 0.00% | +16+533.3% | Added |
| Hexagon Capital Partners LLC | 24 | $10.0K | 0.00% | −3−11.1% | Reduced |
| West Branch Capital LLC | 28 | $11.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 27 | $11.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 28 | $11.0K | 0.00% | +10+55.6% | Added |
| Almanack Investment Partners, LLC. | 27 | $11.0K | 0.00% | +27 | New |
| Hillsdale Investment Management Inc. | 30 | $12.0K | 0.00% | −1,450−98.0% | Reduced |
| Duncker Streett & Co Inc | 30 | $12.0K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 29 | $12.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 29 | $12.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 28 | $12.0K | 0.00% | +2+7.7% | Added |
| Manchester Capital Management LLC | 34 | $14.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 37 | $15.0K | 0.01% | −260−87.5% | Reduced |
| Lindbrook Capital, LLC | 38 | $15.0K | 0.00% | +24+171.4% | Added |
| MV Capital Management, Inc. | 42 | $17.0K | 0.00% | +5+13.5% | Added |
| Salem Investment Counselors Inc | 46 | $18.0K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 44 | $18.0K | 0.01% | +2+4.8% | Added |
| Delos Wealth Advisors, LLC | 49 | $20.0K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 52 | $21.2K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 53 | $22.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 57 | $23.0K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 60 | $24.0K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 61 | $24.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 61 | $24.0K | 0.00% | +5+8.9% | Added |
| Clearstead Advisors, LLC | 60 | $24.0K | 0.00% | +21+53.8% | Added |
| Rosenberg Matthew Hamilton | 64 | $25.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 66 | $26.0K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 65 | $26.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 66 | $26.0K | 0.01% | +66 | New |
| Motco | 67 | $27.0K | 0.00% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 71 | $28.5K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 73 | $29.0K | 0.00% | +12+19.7% | Added |
| Money Concepts Capital Corp | 76 | $30.0K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 75 | $30.0K | 0.01% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 78 | $31.0K | 0.00% | −21,130−99.6% | Reduced |
| Global Retirement Partners, LLC | 72 | $31.0K | 0.00% | +6+9.1% | Added |
| Bogart Wealth, LLC | 81 | $32.0K | 0.00% | −11−12.0% | Reduced |
| Tyler-Stone Wealth Management | 81 | $32.0K | 0.02% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 80 | $32.0K | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 80 | $32.0K | 0.01% | +80 | New |
| Eagle Bay Advisors LLC | 82 | $33.0K | 0.02% | −2−2.4% | Reduced |
| American Research & Management Co. | 85 | $34.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 90 | $36.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 93 | $37.2K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 97 | $38.8K | 0.00% | +27+38.6% | Added |
| Cambridge Trust Co | 98 | $39.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 101 | $40.0K | 0.01% | −3−2.9% | Reduced |
| First Community Trust NA | 100 | $40.0K | 0.05% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 98 | $40.0K | 0.01% | +26+36.1% | Added |
| Pinnacle Financial Partners Inc | 100 | $40.0K | 0.00% | +100 | New |
| Alta Advisers Ltd | 100 | $40.0K | 0.03% | +100 | New |
| CVA Family Office, LLC | 103 | $41.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 105 | $42.0K | 0.00% | +10+10.5% | Added |
| Clear Street Markets LLC | 107 | $43.0K | 0.01% | +30+39.0% | Added |
| Ellevest, Inc. | 110 | $44.0K | 0.00% | +102+1,275.0% | Added |
| Cullen/Frost Bankers, Inc. | 110 | $44.0K | 0.00% | +106+2,650.0% | Added |
| Front Row Advisors LLC | 112 | $45.0K | 0.02% | −2−1.8% | Reduced |
| Credit Agricole S A | 116 | $46.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 116 | $46.0K | 0.01% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 117 | $47.0K | 0.00% | −98−45.6% | Reduced |
| Goodwin Investment Advisory | 118 | $47.0K | 0.04% | −7−5.6% | Reduced |
| Investors Asset Management of Georgia Inc | 125 | $50.0K | 0.03% | 00.0% | Unchanged |
| Sandy Spring Bank | 124 | $50.0K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 130 | $52.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 131 | $53.0K | 0.02% | +131 | New |
| Smithfield Trust Co | 135 | $55.0K | 0.00% | −122−47.5% | Reduced |
| Altshuler Shaham Ltd | 147 | $58.0K | 0.00% | −33−18.3% | Reduced |