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 |
|---|---|---|---|---|---|
| Dumont & Blake Investment Advisors LLC | 756 | $303.0K | 0.11% | −1,051−58.2% | Reduced |
| Great Diamond Partners, LLC | 776 | $310.0K | 0.11% | −14−1.8% | Reduced |
| Wetherby Asset Management Inc | 775 | $310.0K | 0.02% | +71+10.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 780 | $312.0K | 0.02% | −246−24.0% | Reduced |
| Stokes Capital Advisors, LLC | 779 | $312.0K | 0.12% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 786 | $314.0K | 0.00% | +27+3.6% | Added |
| Veriti Management LLC | 787 | $315.0K | 0.05% | +34+4.5% | Added |
| Colony Group LLC | 813 | $325.0K | 0.01% | −7−0.9% | Reduced |
| Spire Wealth Management | 819 | $328.0K | 0.02% | +2+0.2% | Added |
| Haverford Trust Co | 836 | $334.0K | 0.00% | +40+5.0% | Added |
| Ieq Capital, LLC | 839 | $336.0K | 0.01% | +839 | New |
| Tiaa, FSB | 847 | $339.0K | 0.00% | −26−3.0% | Reduced |
| Spearhead Capital Advisors, LLC | 850 | $340.0K | 0.37% | +48+6.0% | Added |
| Rowland & Co Investment Counsel | 860 | $344.1K | 0.09% | 00.0% | Unchanged |
| Synovus Financial Corp | 878 | $345.0K | 0.00% | +878 | New |
| Beacon Investment Advisory Services, Inc. | 864 | $346.0K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 865 | $346.0K | 0.00% | +435+101.2% | Added |
| Raymond James Trust N.A. | 866 | $347.0K | 0.01% | −63−6.8% | Reduced |
| Metis Global Partners, LLC | 869 | $348.0K | 0.06% | +134+18.2% | Added |
| AlphaCrest Capital Management LLC | 876 | $350.0K | 0.02% | −3,786−81.2% | Reduced |
| Engineers Gate Manager LP | 877 | $351.0K | 0.02% | −891−50.4% | Reduced |
| Veritable, L.P. | 884 | $354.0K | 0.01% | −10−1.1% | Reduced |
| Vestcor Inc | 893 | $357.0K | 0.01% | +13+1.5% | Added |
| KCM Investment Advisors LLC | 899 | $360.0K | 0.02% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 915 | $366.0K | 0.08% | +237+35.0% | Added |
| Symmetry Partners, LLC | 920 | $368.0K | 0.02% | 00.0% | Unchanged |
| Guardian Capital LP | 923 | $369.0K | 0.01% | +923 | New |
| Rockland Trust Co | 926 | $371.0K | 0.03% | −52−5.3% | Reduced |
| Versant Capital Management, Inc | 942 | $377.0K | 0.15% | −2−0.2% | Reduced |
| Eqis Capital Management, Inc. | 947 | $379.1K | 0.04% | −18−1.9% | Reduced |
| Qtron Investments LLC | 961 | $385.0K | 0.10% | +279+40.9% | Added |
| Desjardins Global Asset Management Inc. | 975 | $390.0K | 0.05% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 975 | $390.0K | 0.05% | +45+4.8% | Added |
| Silver Lake Advisory, LLC | 981 | $393.0K | 0.23% | 00.0% | Unchanged |
| Fifth Third Bancorp | 982 | $393.0K | 0.00% | +41+4.4% | Added |
| Precision Wealth Strategies, LLC | 976 | $400.0K | 0.35% | −95−8.9% | Reduced |
| Miracle Mile Advisors, LLC | 1,000 | $400.0K | 0.02% | 00.0% | Unchanged |
| Knowledge Leaders Capital, LLC | 1,004 | $402.0K | 0.51% | +1,004 | New |
| Vontobel Holding Ltd. | 1,022 | $405.0K | 0.00% | −98−8.8% | Reduced |
| Curated Wealth Partners LLC | 1,013 | $405.0K | 0.12% | −23−2.2% | Reduced |
| Birch Hill Investment Advisors LLC | 1,012 | $405.0K | 0.03% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 1,016 | $407.0K | 0.15% | +300+41.9% | Added |
| Federation des caisses Desjardins du Quebec | 1,020 | $408.1K | 0.00% | −47−4.4% | Reduced |
| Redpoint Investment Management Pty Ltd | 1,022 | $409.0K | 0.06% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,027 | $411.0K | 0.01% | −21−2.0% | Reduced |
| Covenant Partners, LLC | 1,030 | $412.0K | 0.20% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 1,050 | $420.0K | 0.32% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 1,059 | $424.0K | 0.32% | +53+5.3% | Added |
| HBK Sorce Advisory LLC | 1,068 | $427.0K | 0.03% | +62+6.2% | Added |
| Meeder Asset Management Inc | 1,067 | $427.0K | 0.02% | +124+13.1% | Added |
| Prudential PLC | 1,082 | $433.0K | 0.01% | −1,679−60.8% | Reduced |
| D.A. Davidson & Co. | 1,087 | $433.0K | 0.01% | +28+2.6% | Added |
| Roberts Glore & Co Inc | 1,109 | $444.0K | 0.16% | −100−8.3% | Reduced |
| Contravisory Investment Management, Inc. | 1,114 | $446.0K | 0.15% | +163+17.1% | Added |
| Websterrogers Financial Advisors, LLC | 1,118 | $447.0K | 0.24% | 00.0% | Unchanged |
| Cetera Investment Advisers | 1,127 | $451.0K | 0.01% | −186−14.2% | Reduced |
| KB Financial Partners, LLC | 1,133 | $453.0K | 0.16% | +193+20.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 1,134 | $454.0K | 0.01% | +174+18.1% | Added |
| HM Payson & Co | 1,148 | $459.0K | 0.01% | −251−17.9% | Reduced |
| Ballentine Partners, LLC | 1,158 | $463.0K | 0.02% | +157+15.7% | Added |
| AMG National Trust Bank | 1,160 | $464.0K | 0.02% | +575+98.3% | Added |
| Dean Investment Associates, LLC | 1,171 | $469.0K | 0.10% | −13−1.1% | Reduced |
| Petrus Trust Company, LTA | 1,176 | $471.0K | 0.07% | +1,176 | New |
| Advisor Partners II, LLC | 1,178 | $471.0K | 0.04% | +1,178 | New |
| LMCG Investments, LLC | 1,189 | $476.0K | 0.03% | 00.0% | Unchanged |
| Allstate Corp | 1,195 | $478.0K | 0.01% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 1,201 | $480.0K | 0.14% | +189+18.7% | Added |
| Lincoln National Corp | 1,205 | $482.0K | 0.01% | −8−0.7% | Reduced |
| Mayflower Financial Advisors, LLC | 1,216 | $487.0K | 0.08% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 1,236 | $495.0K | 0.01% | +368+42.4% | Added |
| Balentine LLC | 1,241 | $497.0K | 0.02% | −276−18.2% | Reduced |
| Change Path, LLC | 1,242 | $497.0K | 0.03% | +1,242 | New |
| Kestra Private Wealth Services, LLC | 1,265 | $506.0K | 0.03% | +40+3.3% | Added |
| Hurlow Wealth Management Group, Inc. | 1,271 | $509.0K | 0.30% | −35−2.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,274 | $510.0K | 0.02% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 1,279 | $511.7K | 0.05% | +1,279 | New |
| Quantum Private Wealth, LLC | 1,281 | $512.0K | 0.32% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1,279 | $512.0K | 0.08% | +556+76.9% | Added |
| DCM Advisors, LLC | 1,310 | $524.1K | 0.26% | +470+56.0% | Added |
| Connolly Sarah T. | 1,330 | $532.0K | 0.39% | −60−4.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,334 | $532.0K | 0.04% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 1,329 | $532.0K | 0.39% | +90+7.3% | Added |
| GYL Financial Synergies, LLC | 1,351 | $541.0K | 0.15% | −60−4.3% | Reduced |
| Legacy Advisors, LLC | 1,358 | $543.0K | 0.12% | +334+32.6% | Added |
| MML Investors Services, LLC | 1,362 | $545.0K | 0.00% | −306−18.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 1,361 | $545.0K | 0.05% | +66+5.1% | Added |
| Umb Bank N A | 1,387 | $555.0K | 0.01% | −4,418−76.1% | Reduced |
| Horizon Investments, LLC | 1,399 | $560.0K | 0.02% | +727+108.2% | Added |
| Private Advisor Group, LLC | 1,402 | $561.0K | 0.01% | −813−36.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 1,411 | $565.0K | 0.01% | −104−6.9% | Reduced |
| Mattern Wealth Management LLC | 1,418 | $567.0K | 0.23% | 00.0% | Unchanged |
| FourThought Financial, LLC | 1,419 | $568.0K | 0.08% | −276−16.3% | Reduced |
| D.B. Root & Company, LLC | 1,426 | $570.0K | 0.26% | −26−1.8% | Reduced |
| Advisors Preferred, LLC | 1,404 | $573.0K | 0.73% | −270−16.1% | Reduced |
| Heartland Bank & Trust Co | 1,450 | $580.0K | 0.56% | −94−6.1% | Reduced |
| E. Ohman J:or Asset Management AB | 1,454 | $581.8K | 0.03% | 00.0% | Unchanged |
| MAI Capital Management | 1,458 | $583.0K | 0.01% | +410+39.1% | Added |
| Diversified Trust Co | 1,481 | $593.0K | 0.03% | +40+2.8% | Added |
| Haverford Financial Services, Inc. | 1,485 | $594.0K | 0.18% | −825−35.7% | Reduced |
| Oppenheimer Asset Management Inc. | 1,482 | $594.0K | 0.01% | 00.0% | Unchanged |