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 |
|---|---|---|---|---|---|
| Anchor Capital Advisors LLC | 1,500 | $600.0K | 0.02% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 1,504 | $602.0K | 0.12% | +1+0.1% | Added |
| Aquatic Capital Management LLC | 1,600 | $640.0K | 0.06% | +1,400+700.0% | Added |
| Cerro Pacific Wealth Advisors LLC | 1,624 | $650.0K | 0.39% | −161−9.0% | Reduced |
| Pathstone Family Office, LLC | 1,638 | $655.8K | 0.01% | +812+98.3% | Added |
| Davenport & Co LLC | 1,640 | $656.0K | 0.01% | +4+0.2% | Added |
| Impax Asset Management Group plc | 1,684 | $674.0K | 0.00% | +172+11.4% | Added |
| Institute for Wealth Management, LLC. | 1,746 | $698.0K | 0.16% | +61+3.6% | Added |
| Procyon Private Wealth Partners, LLC | 1,754 | $702.0K | 0.17% | −201−10.3% | Reduced |
| Kenfarb & Co. | 1,765 | $706.0K | 0.67% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 1,769 | $708.0K | 0.02% | −260−12.8% | Reduced |
| Assenagon Asset Management S.A. | 1,776 | $711.0K | 0.00% | −36,059−95.3% | Reduced |
| Tobam | 1,781 | $713.0K | 0.05% | −228−11.3% | Reduced |
| Lindenwold Advisors | 1,789 | $716.0K | 0.53% | −8−0.4% | Reduced |
| Northwest Investment Counselors, LLC | 1,792 | $717.0K | 0.23% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 1,804 | $721.0K | 0.03% | −271−13.1% | Reduced |
| Everence Capital Management Inc | 1,810 | $724.0K | 0.07% | +870+92.6% | Added |
| Conestoga Capital Advisors, LLC | 1,818 | $727.0K | 0.01% | −18−1.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 1,840 | $736.2K | 0.08% | +610+49.6% | Added |
| SRN Advisors, LLC | 1,851 | $740.6K | 0.62% | −380−17.0% | Reduced |
| Stock Yards Bank & Trust Co | 1,856 | $743.0K | 0.03% | −50−2.6% | Reduced |
| New Mexico Educational Retirement Board | 1,900 | $760.0K | 0.04% | −200−9.5% | Reduced |
| Arkadios Wealth Advisors | 1,918 | $767.0K | 0.12% | −140−6.8% | Reduced |
| Ninety One SA (PTY) Ltd | 1,924 | $770.0K | 0.31% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 1,962 | $785.0K | 0.02% | 00.0% | Unchanged |
| OPSEU Pension Plan Trust Fund | 1,942 | $785.0K | 0.21% | −9−0.5% | Reduced |
| Stratos Wealth Advisors, LLC | 2,011 | $805.0K | 0.08% | +437+27.8% | Added |
| Unigestion Holding SA | 2,033 | $807.0K | 0.05% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,025 | $810.0K | 0.00% | +33+1.7% | Added |
| Mercer Global Advisors Inc | 2,065 | $826.0K | 0.00% | −127−5.8% | Reduced |
| Burney Co | 2,079 | $832.0K | 0.05% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 2,088 | $835.0K | 0.00% | +321+18.2% | Added |
| Norinchukin Bank, The | 2,133 | $853.0K | 0.02% | +227+11.9% | Added |
| Creative Planning | 2,173 | $870.0K | 0.00% | +331+18.0% | Added |
| Provident Investment Management, Inc. | 2,179 | $872.0K | 0.11% | −41−1.8% | Reduced |
| Henshaw Capital LLC | 2,191 | $876.5K | 0.06% | +5+0.2% | Added |
| Banque Cantonale Vaudoise | 2,200 | $880.0K | 0.05% | −1,900−46.3% | Reduced |
| Argent Capital Management LLC | 2,200 | $880.0K | 0.03% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,216 | $886.6K | 0.04% | −22−1.0% | Reduced |
| Donoghue Forlines LLC | 2,226 | $891.0K | 0.32% | −1,510−40.4% | Reduced |
| K.J. Harrison & Partners Inc | 2,250 | $900.0K | 0.32% | −50−2.2% | Reduced |
| McDonald Partners LLC | 2,276 | $911.0K | 0.35% | +32+1.4% | Added |
| TrimTabs Asset Management, LLC | 2,299 | $919.0K | 0.63% | −160−6.5% | Reduced |
| Trail Ridge Investment Advisors, LLC | 2,200 | $927.0K | 0.61% | 00.0% | Unchanged |
| PDT Partners, LLC | 2,320 | $928.0K | 0.14% | −1,888−44.9% | Reduced |
| Natixis | 2,338 | $935.0K | 0.00% | −11,253−82.8% | Reduced |
| HRT Financial LP | 2,345 | $938.0K | 0.01% | +2,345 | New |
| Coastal Capital Group, Inc. | 2,352 | $941.0K | 0.27% | +4+0.2% | Added |
| Resources Investment Advisors, LLC. | 2,357 | $943.0K | 0.03% | +2,357 | New |
| Connable Office Inc | 2,390 | $956.0K | 0.16% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 2,400 | $960.0K | 0.03% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 2,400 | $960.0K | 0.00% | −83−3.3% | Reduced |
| Westwood Holdings Group Inc. | 2,434 | $974.0K | 0.01% | −2,036−45.5% | Reduced |
| Panagora Asset Management Inc | 2,438 | $975.0K | 0.01% | +258+11.8% | Added |
| Martingale Asset Management L P | 2,471 | $991.0K | 0.02% | −9,125−78.7% | Reduced |
| Ethic Inc. | 2,486 | $995.0K | 0.07% | +1,047+72.8% | Added |
| Marshall Financial Group LLC | 2,553 | $1.02M | 0.43% | −55−2.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,552 | $1.02M | 0.01% | +124+5.1% | Added |
| First Financial Bank - Trust Division | 2,564 | $1.03M | 0.13% | −113−4.2% | Reduced |
| Point72 Hong Kong Ltd | 2,626 | $1.05M | 0.06% | +1,831+230.3% | Added |
| Toews Corp | 2,700 | $1.08M | 0.79% | −300−10.0% | Reduced |
| SG Americas Securities, LLC | 2,737 | $1.09M | 0.02% | +1,877+218.3% | Added |
| Naples Global Advisors, LLC | 2,805 | $1.12M | 0.15% | 00.0% | Unchanged |
| Blair William & Co | 2,827 | $1.13M | 0.01% | +146+5.4% | Added |
| AdvisorShares Investments LLC | 2,861 | $1.15M | 0.31% | 00.0% | Unchanged |
| Spinnaker Trust | 2,922 | $1.17M | 0.10% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 2,925 | $1.17M | 0.27% | −200−6.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 2,940 | $1.18M | 0.03% | +47+1.6% | Added |
| Kentucky Retirement Systems | 2,973 | $1.19M | 0.05% | +160+5.7% | Added |
| Doyle Wealth Management | 2,980 | $1.19M | 0.10% | +10.0% | Added |
| Venturi Wealth Management, LLC | 3,043 | $1.22M | 0.12% | −67−2.2% | Reduced |
| FDx Advisors, Inc. | 3,056 | $1.22M | 0.05% | −820−21.2% | Reduced |
| Shell Asset Management Co | 3,068 | $1.23M | 0.05% | −828−21.3% | Reduced |
| Calamos Advisors LLC | 3,070 | $1.23M | 0.01% | +3,070 | New |
| Westpac Banking Corp | 3,081 | $1.23M | 0.02% | 00.0% | Unchanged |
| Bank of Nova Scotia | 3,105 | $1.24M | 0.00% | −1,875−37.7% | Reduced |
| Mission Wealth Management, LP | 3,146 | $1.26M | 0.07% | −41−1.3% | Reduced |
| Axiom Investors LLC | 3,147 | $1.26M | 0.03% | +3,147 | New |
| Achmea Investment Management B.V. | 3,153 | $1.26M | 0.04% | −1,843−36.9% | Reduced |
| Strong Tower Advisory Services | 3,206 | $1.28M | 0.76% | +58+1.8% | Added |
| Walleye Trading LLC | 3,206 | $1.28M | 0.04% | +1,480+85.7% | Added |
| Guggenheim Capital LLC | 3,231 | $1.29M | 0.01% | −383−10.6% | Reduced |
| Securian Asset Management, Inc | 3,228 | $1.29M | 0.04% | 00.0% | Unchanged |
| Capital Investment Services of America, Inc. | 3,300 | $1.32M | 0.18% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 3,343 | $1.34M | 0.01% | +3,343 | New |
| 1832 Asset Management L.P. | 3,367 | $1.35M | 0.00% | −2,428−41.9% | Reduced |
| AE Wealth Management LLC | 3,420 | $1.37M | 0.01% | −130−3.7% | Reduced |
| PFG Advisors | 3,426 | $1.37M | 0.16% | −73,609−95.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 3,456 | $1.38M | 0.02% | +3,456 | New |
| Forsta Ap-Fonden | 3,500 | $1.40M | 0.02% | −7,200−67.3% | Reduced |
| Pensionfund Sabic | 3,500 | $1.40M | 0.49% | 00.0% | Unchanged |
| Macquarie Group Ltd | 3,514 | $1.41M | 0.00% | −1,591−31.2% | Reduced |
| Advisory Services Network, LLC | 3,593 | $1.44M | 0.05% | −670−15.7% | Reduced |
| Hartford Investment Management Co | 3,616 | $1.45M | 0.05% | −37−1.0% | Reduced |
| Crossmark Global Holdings, Inc. | 3,684 | $1.47M | 0.04% | −518−12.3% | Reduced |
| Tower Research Capital LLC (TRC) | 3,701 | $1.48M | 0.02% | +1,262+51.7% | Added |
| British Columbia Investment Management Corp | 3,748 | $1.50M | 0.02% | −605−13.9% | Reduced |
| Twin Capital Management Inc | 3,761 | $1.50M | 0.20% | +3,761 | New |
| Gyon Technologies Capital Management, LP | 3,789 | $1.52M | 0.47% | +1,552+69.4% | Added |
| Kempen Capital Management N.V. | 3,873 | $1.55M | 0.06% | +3,873 | New |