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 |
|---|---|---|---|---|---|
| Putnam Investments LLC | 8,571 | $3.43M | 0.01% | −945−9.9% | Reduced |
| Great Lakes Advisors, LLC | 8,413 | $3.37M | 0.07% | +93+1.1% | Added |
| Tudor Investment Corp Et Al | 8,136 | $3.25M | 0.08% | +8,136 | New |
| Coastal Bridge Advisors, LLC | 8,021 | $3.21M | 0.86% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 7,926 | $3.17M | 0.13% | −167−2.1% | Reduced |
| Strategic Global Advisors, LLC | 7,888 | $3.16M | 0.53% | −311−3.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 7,865 | $3.15M | 0.13% | +3,910+98.9% | Added |
| Brown Advisory Inc | 7,856 | $3.14M | 0.01% | −16−0.2% | Reduced |
| Xponance, Inc. | 7,726 | $3.09M | 0.06% | +495+6.8% | Added |
| Public Sector Pension Investment Board | 7,545 | $3.02M | 0.03% | +3,900+107.0% | Added |
| Tredje AP-fonden | 7,479 | $2.99M | 0.06% | +7,479 | New |
| Prospera Financial Services Inc | 7,374 | $2.95M | 0.15% | +62+0.8% | Added |
| Sepio Capital, LP | 7,373 | $2.95M | 0.29% | −448−5.7% | Reduced |
| Stiles Financial Services Inc | 7,315 | $2.93M | 1.78% | −28−0.4% | Reduced |
| Catalyst Capital Advisors LLC | 7,125 | $2.85M | 0.11% | −200−2.7% | Reduced |
| ProShare Advisors LLC | 7,097 | $2.84M | 0.01% | −708−9.1% | Reduced |
| Interval Partners, LP | 7,000 | $2.80M | 0.17% | +7,000 | New |
| Wolf Group Capital Advisors | 6,989 | $2.80M | 1.53% | −72−1.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,928 | $2.77M | 0.15% | +1,305+23.2% | Added |
| NewSquare Capital LLC | 6,880 | $2.75M | 0.34% | +6,880 | New |
| Utah Retirement Systems | 6,824 | $2.73M | 0.05% | +23+0.3% | Added |
| Gulf International Bank (UK) Ltd | 6,745 | $2.70M | 0.05% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 6,663 | $2.67M | 2.01% | −22−0.3% | Reduced |
| Mackenzie Financial Corp | 6,645 | $2.66M | 0.00% | −822−11.0% | Reduced |
| Neuberger Berman Group LLC | 6,520 | $2.61M | 0.00% | −291−4.3% | Reduced |
| Penobscot Investment Management Company, Inc. | 6,500 | $2.60M | 0.49% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 6,454 | $2.58M | 0.15% | −1,003−13.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 6,395 | $2.56M | 0.02% | +64+1.0% | Added |
| CIBC World Markets Corp | 6,272 | $2.51M | 0.03% | −2,262−26.5% | Reduced |
| Hussman Strategic Advisors, Inc. | 6,200 | $2.48M | 0.43% | 00.0% | Unchanged |
| PGGM Investments | 6,090 | $2.44M | 0.04% | +6,090 | New |
| NewEdge Wealth, LLC | 6,078 | $2.43M | 0.12% | +276+4.8% | Added |
| Comerica Bank | 5,888 | $2.42M | 0.02% | −1,622−21.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 6,021 | $2.41M | 0.00% | +1,648+37.7% | Added |
| Bright Rock Capital Management, LLC | 6,000 | $2.40M | 0.67% | 00.0% | Unchanged |
| Coastline Trust Co | 5,970 | $2.39M | 0.38% | −1,560−20.7% | Reduced |
| ING Groep NV | 5,953 | $2.38M | 0.04% | −1,178−16.5% | Reduced |
| Kingsview Wealth Management, LLC | 5,932 | $2.37M | 0.11% | +202+3.5% | Added |
| IFM Investors Pty Ltd | 5,876 | $2.35M | 0.04% | 00.0% | Unchanged |
| Wellington Management Group LLP | 5,853 | $2.34M | 0.00% | −71,662−92.4% | Reduced |
| Yousif Capital Management, LLC | 5,851 | $2.34M | 0.03% | −2,097−26.4% | Reduced |
| First Republic Investment Management, Inc. | 5,689 | $2.28M | 0.01% | −1,470−20.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,555 | $2.22M | 0.02% | +37+0.7% | Added |
| Acadian Asset Management LLC | 5,461 | $2.19M | 0.01% | 00.0% | Unchanged |
| Texas Permanent School Fund | 5,374 | $2.15M | 0.03% | +369+7.4% | Added |
| New York Life Investment Management LLC | 5,356 | $2.14M | 0.03% | +26+0.5% | Added |
| Kensington Investment Counsel, LLC | 5,280 | $2.11M | 1.78% | +24+0.5% | Added |
| First Personal Financial Services | 5,256 | $2.10M | 0.61% | −20−0.4% | Reduced |
| Mutual of America Capital Management LLC | 5,257 | $2.10M | 0.03% | +91+1.8% | Added |
| Handelsbanken Fonder AB | 5,251 | $2.10M | 0.01% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 5,206 | $2.08M | 0.09% | −3,738−41.8% | Reduced |
| Aurora Investment Managers, LLC. | 5,199 | $2.08M | 2.07% | 00.0% | Unchanged |
| Bokf, NA | 5,124 | $2.05M | 0.04% | −504−9.0% | Reduced |
| 2Xideas AG | 5,103 | $2.04M | 0.22% | +5,103 | New |
| Alberta Investment Management Corp | 5,100 | $2.04M | 0.02% | −800−13.6% | Reduced |
| Van Eck Associates Corp | 5,054 | $2.02M | 0.01% | +293+6.2% | Added |
| CIBC Asset Management Inc | 5,015 | $2.01M | 0.01% | +347+7.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 5,014 | $2.01M | 0.05% | 00.0% | Unchanged |
| JustInvest LLC | 5,008 | $2.00M | 0.09% | +244+5.1% | Added |
| Baker Tilly Wealth Management, LLC | 5,006 | $2.00M | 0.27% | +45+0.9% | Added |
| APG Asset Management N.V. | 4,903 | $2.00M | 0.01% | +600+13.9% | Added |
| Schonfeld Strategic Advisors LLC | 4,902 | $1.96M | 0.02% | −20,647−80.8% | Reduced |
| Kesler, Norman & Wride, LLC | 4,884 | $1.95M | 0.54% | −50−1.0% | Reduced |
| Logan Capital Management Inc | 4,852 | $1.94M | 0.12% | +30+0.6% | Added |
| Captrust Financial Advisors | 4,630 | $1.85M | 0.01% | +1,478+46.9% | Added |
| Nissay Asset Management Corp | 4,609 | $1.84M | 0.02% | −3,311−41.8% | Reduced |
| Stonnington Group, LLC | 4,529 | $1.84M | 0.52% | −5−0.1% | Reduced |
| Public Employees Retirement Association of Colorado | 4,585 | $1.83M | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,535 | $1.81M | 0.02% | 00.0% | Unchanged |
| Natixis Investment Managers International | 4,517 | $1.81M | 0.14% | +2,225+97.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,479 | $1.79M | 0.10% | +1,795+66.9% | Added |
| Formidable Asset Management, LLC | 4,261 | $1.79M | 0.41% | −375−8.1% | Reduced |
| Profit Investment Management, LLC | 4,443 | $1.78M | 1.36% | 00.0% | Unchanged |
| Winton Group Ltd | 4,439 | $1.78M | 0.12% | −1,596−26.4% | Reduced |
| Czech National Bank | 4,414 | $1.77M | 0.05% | +4,414 | New |
| Susquehanna International Group, LLP | 4,412 | $1.76M | 0.00% | −1,577−26.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 4,374 | $1.75M | 0.01% | +4,374 | New |
| GWM Advisors LLC | 4,315 | $1.73M | 0.03% | −498−10.3% | Reduced |
| Cordatus Wealth Management LLC | 4,305 | $1.72M | 1.82% | +104+2.5% | Added |
| First Hawaiian Bank | 4,124 | $1.65M | 0.06% | 00.0% | Unchanged |
| Richard Bernstein Advisors LLC | 4,105 | $1.64M | 0.04% | −1,376−25.1% | Reduced |
| Ritholtz Wealth Management | 4,085 | $1.63M | 0.09% | +4,085 | New |
| Taylor Frigon Capital Management LLC | 4,073 | $1.63M | 0.85% | −29−0.7% | Reduced |
| Seeyond | 4,073 | $1.63M | 0.20% | +1,538+60.7% | Added |
| Glenmede Trust Co NA | 4,029 | $1.61M | 0.01% | +627+18.4% | Added |
| LWM Advisory Services, LLC | 4,016 | $1.61M | 1.82% | +8+0.2% | Added |
| Liontrust Investment Partners LLP | 4,000 | $1.60M | 0.03% | 00.0% | Unchanged |
| Abner Herrman & Brock LLC | 4,000 | $1.60M | 0.29% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 3,986 | $1.59M | 0.90% | −135−3.3% | Reduced |
| Ameritas Investment Partners, Inc. | 3,968 | $1.59M | 0.07% | +350+9.7% | Added |
| Ossiam | 3,960 | $1.58M | 0.05% | +856+27.6% | Added |
| ICW Investment Advisors LLC | 3,928 | $1.57M | 1.05% | +7+0.2% | Added |
| Kempen Capital Management N.V. | 3,873 | $1.55M | 0.06% | +3,873 | New |
| Gyon Technologies Capital Management, LP | 3,789 | $1.52M | 0.47% | +1,552+69.4% | Added |
| Twin Capital Management Inc | 3,761 | $1.50M | 0.20% | +3,761 | New |
| British Columbia Investment Management Corp | 3,748 | $1.50M | 0.02% | −605−13.9% | Reduced |
| Tower Research Capital LLC (TRC) | 3,701 | $1.48M | 0.02% | +1,262+51.7% | Added |
| Crossmark Global Holdings, Inc. | 3,684 | $1.47M | 0.04% | −518−12.3% | Reduced |
| Hartford Investment Management Co | 3,616 | $1.45M | 0.05% | −37−1.0% | Reduced |
| Advisory Services Network, LLC | 3,593 | $1.44M | 0.05% | −670−15.7% | Reduced |