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 |
|---|---|---|---|---|---|
| Clean Yield Group | 150 | $60.0K | 0.03% | −10−6.3% | Reduced |
| Brown Brothers Harriman & Co | 165 | $66.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 170 | $68.0K | 0.03% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 173 | $69.0K | 0.02% | −432−71.4% | Reduced |
| Atticus Wealth Management, LLC | 182 | $70.0K | 0.03% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 181 | $72.0K | 0.00% | +4+2.3% | Added |
| Newfound Research LLC | 184 | $74.0K | 0.18% | −35−16.0% | Reduced |
| Swedbank AB | 185 | $74.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 191 | $76.4K | 0.00% | −9−4.5% | Reduced |
| Wolff Wiese Magana LLC | 203 | $81.0K | 0.07% | −10−4.7% | Reduced |
| Huntington National Bank | 215 | $86.0K | 0.00% | −1−0.5% | Reduced |
| Ronald Blue Trust, Inc. | 225 | $86.0K | 0.00% | +82+57.3% | Added |
| Addison Advisors LLC | 233 | $93.0K | 0.06% | +8+3.6% | Added |
| Parallel Advisors, LLC | 238 | $95.0K | 0.00% | +35+17.2% | Added |
| Washington Trust Advisors, Inc. | 248 | $99.0K | 0.01% | −1−0.4% | Reduced |
| Assetmark, Inc | 250 | $100.0K | 0.00% | −16−6.0% | Reduced |
| Ci Investments Inc. | 250 | $100.0K | 0.00% | +36+16.8% | Added |
| Capital Advisors, Ltd. LLC | 265 | $106.0K | 0.02% | +23+9.5% | Added |
| MCF Advisors LLC | 264 | $106.0K | 0.01% | +225+576.9% | Added |
| AIA Group Ltd | 284 | $114.0K | 0.01% | −175−38.1% | Reduced |
| Axim Planning & Wealth | 285 | $114.0K | 0.11% | +285 | New |
| Icon Wealth Advisors, LLC | 296 | $118.0K | 0.01% | +296 | New |
| Covington Capital Management | 297 | $119.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 301 | $120.0K | 0.12% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 300 | $120.0K | 0.02% | +93+44.9% | Added |
| Zullo Investment Group, Inc. | 321 | $128.0K | 0.08% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 337 | $134.0K | 0.01% | +7+2.1% | Added |
| Signaturefd, LLC | 373 | $149.0K | 0.01% | +51+15.8% | Added |
| Ellis Investment Partners, LLC | 375 | $150.0K | 0.04% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 378 | $151.0K | 0.07% | +155+69.5% | Added |
| PrairieView Partners, LLC | 400 | $160.0K | 0.03% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 405 | $162.0K | 0.01% | +405 | New |
| Farmers & Merchants Investments Inc | 410 | $164.0K | 0.01% | −5−1.2% | Reduced |
| Estabrook Capital Management | 467 | $186.9K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 475 | $190.0K | 0.03% | +100+26.7% | Added |
| Caldwell Trust Co | 492 | $196.9K | 0.03% | +10+2.1% | Added |
| Middleton & Co Inc | 500 | $200.0K | 0.03% | −145−22.5% | Reduced |
| Arbor Investment Advisors, LLC | 500 | $200.0K | 0.05% | +500 | New |
| Delaney Dennis R | 500 | $200.0K | 0.19% | +500 | New |
| Blue Edge Capital, LLC | 500 | $200.1K | 0.05% | +500 | New |
| Sequoia Financial Advisors, LLC | 502 | $201.0K | 0.01% | −52−9.4% | Reduced |
| Quantinno Capital Management LP | 504 | $202.0K | 0.03% | +504 | New |
| Delta Asset Management LLC | 510 | $204.0K | 0.02% | +510 | New |
| Davis R M Inc | 511 | $204.0K | 0.01% | +511 | New |
| Belpointe Asset Management LLC | 513 | $205.0K | 0.01% | +70+15.8% | Added |
| Capital Square, LLC | 521 | $208.0K | 0.19% | −26−4.8% | Reduced |
| Reynders McVeigh Capital Management, LLC | 521 | $208.0K | 0.02% | −5−1.0% | Reduced |
| Two Sigma Securities, LLC | 526 | $210.0K | 0.03% | +526 | New |
| River Wealth Advisors LLC | 528 | $211.0K | 0.05% | −40−7.0% | Reduced |
| Gamco Investors, Inc. Et Al | 530 | $212.0K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 511 | $212.0K | 0.21% | 00.0% | Unchanged |
| Telemus Capital, LLC | 546 | $218.0K | 0.02% | −103−15.9% | Reduced |
| Camden Capital, LLC | 548 | $219.0K | 0.05% | +1+0.2% | Added |
| Stevens Capital Management LP | 551 | $220.0K | 0.14% | −139−20.1% | Reduced |
| Peapack Gladstone Financial Corp | 550 | $220.0K | 0.00% | +550 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 555 | $222.0K | 0.00% | −24,045−97.7% | Reduced |
| Smith Shellnut Wilson LLC | 556 | $222.0K | 0.15% | −235−29.7% | Reduced |
| Diversified, LLC | 561 | $224.0K | 0.11% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 560 | $224.0K | 0.30% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 560 | $224.0K | 0.03% | +560 | New |
| Stanley-Laman Group, Ltd. | 562 | $225.0K | 0.04% | 00.0% | Unchanged |
| Keybank National Association | 567 | $227.0K | 0.00% | +16+2.9% | Added |
| Ascent Group, LLC | 538 | $229.0K | 0.03% | +29+5.7% | Added |
| CWM, LLC | 572 | $229.0K | 0.00% | +49+9.4% | Added |
| Tocqueville Asset Management L.P. | 575 | $230.0K | 0.00% | 00.0% | Unchanged |
| Martin Investment Management, LLC | 575 | $230.0K | 0.08% | 00.0% | Unchanged |
| Intrust Bank NA | 577 | $231.0K | 0.04% | −2−0.3% | Reduced |
| Old National Bancorp | 605 | $242.0K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 605 | $242.0K | 0.01% | +3+0.5% | Added |
| Moody National Bank Trust Division | 610 | $244.0K | 0.03% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 616 | $246.0K | 0.12% | 00.0% | Unchanged |
| Bennett Selby Investments LP | 615 | $246.0K | 0.20% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 625 | $250.0K | 0.00% | −172−21.6% | Reduced |
| Kolinsky Wealth Management, LLC | 624 | $250.0K | 0.31% | −3−0.5% | Reduced |
| Pine Haven Investment Counsel, Inc | 625 | $250.0K | 0.30% | +20+3.3% | Added |
| Integrated Investment Consultants, LLC | 625 | $250.0K | 0.10% | +625 | New |
| PEAK6 Investments LLC | 633 | $253.0K | 0.01% | −136−17.7% | Reduced |
| Stokes Family Office, LLC | 635 | $254.0K | 0.04% | +635 | New |
| Toroso Investments, LLC | 643 | $257.0K | 0.01% | −12−1.8% | Reduced |
| Wolverine Trading, LLC | 650 | $258.0K | 0.01% | −104−13.8% | Reduced |
| IFP Advisors, Inc | 1,233 | $260.0K | 0.01% | +100+8.8% | Added |
| Tokio Marine Asset Management Co Ltd | 650 | $260.0K | 0.02% | +129+24.8% | Added |
| Seelaus Asset Management LLC | 655 | $262.0K | 0.21% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 672 | $269.0K | 0.00% | −2,753−80.4% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 672 | $269.0K | 0.29% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 688 | $275.0K | 0.00% | +688 | New |
| Williams Jones Wealth Management, LLC. | 690 | $276.0K | 0.00% | 00.0% | Unchanged |
| Wedmont Private Capital | 691 | $276.0K | 0.06% | +691 | New |
| Alps Advisors Inc | 707 | $283.0K | 0.00% | −126−15.1% | Reduced |
| Cresset Asset Management, LLC | 708 | $284.0K | 0.00% | +22+3.2% | Added |
| Checchi Capital Advisers, LLC | 713 | $285.0K | 0.03% | −3−0.4% | Reduced |
| Greenleaf Trust | 728 | $291.0K | 0.00% | +120+19.7% | Added |
| Strategy Asset Managers LLC | 728 | $291.0K | 0.08% | +728 | New |
| Apella Capital, LLC | 729 | $292.0K | 0.03% | −21−2.8% | Reduced |
| Investment Partners, Ltd. | 740 | $296.0K | 0.09% | 00.0% | Unchanged |
| Apeiron RIA LLC | 714 | $296.0K | 0.14% | +714 | New |
| Motley Fool Asset Management LLC | 747 | $299.0K | 0.03% | −16−2.1% | Reduced |
| Milestone Advisory Partners | 750 | $300.0K | 0.23% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 750 | $300.0K | 0.03% | 00.0% | Unchanged |
| Central Trust Co | 752 | $301.0K | 0.01% | +712+1,780.0% | Added |