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 |
|---|---|---|---|---|---|
| Macquarie Group Ltd | 3,514 | $1.41M | 0.00% | −1,591−31.2% | Reduced |
| 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 |
| Teachers Retirement System of the State of Kentucky | 3,456 | $1.38M | 0.02% | +3,456 | New |
| PFG Advisors | 3,426 | $1.37M | 0.16% | −73,609−95.6% | Reduced |
| AE Wealth Management LLC | 3,420 | $1.37M | 0.01% | −130−3.7% | Reduced |
| 1832 Asset Management L.P. | 3,367 | $1.35M | 0.00% | −2,428−41.9% | Reduced |
| Candriam Luxembourg S.C.A. | 3,343 | $1.34M | 0.01% | +3,343 | New |
| Capital Investment Services of America, Inc. | 3,300 | $1.32M | 0.18% | 00.0% | Unchanged |
| 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 |
| 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 |
| Achmea Investment Management B.V. | 3,153 | $1.26M | 0.04% | −1,843−36.9% | 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 |
| Bank of Nova Scotia | 3,105 | $1.24M | 0.00% | −1,875−37.7% | Reduced |
| Westpac Banking Corp | 3,081 | $1.23M | 0.02% | 00.0% | Unchanged |
| 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 |
| FDx Advisors, Inc. | 3,056 | $1.22M | 0.05% | −820−21.2% | Reduced |
| Venturi Wealth Management, LLC | 3,043 | $1.22M | 0.12% | −67−2.2% | Reduced |
| Doyle Wealth Management | 2,980 | $1.19M | 0.10% | +10.0% | Added |
| Kentucky Retirement Systems | 2,973 | $1.19M | 0.05% | +160+5.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 2,940 | $1.18M | 0.03% | +47+1.6% | Added |
| Dividend Assets Capital, LLC | 2,925 | $1.17M | 0.27% | −200−6.4% | Reduced |
| Spinnaker Trust | 2,922 | $1.17M | 0.10% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 2,861 | $1.15M | 0.31% | 00.0% | Unchanged |
| Blair William & Co | 2,827 | $1.13M | 0.01% | +146+5.4% | Added |
| Naples Global Advisors, LLC | 2,805 | $1.12M | 0.15% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,737 | $1.09M | 0.02% | +1,877+218.3% | Added |
| Toews Corp | 2,700 | $1.08M | 0.79% | −300−10.0% | Reduced |
| Point72 Hong Kong Ltd | 2,626 | $1.05M | 0.06% | +1,831+230.3% | Added |
| First Financial Bank - Trust Division | 2,564 | $1.03M | 0.13% | −113−4.2% | Reduced |
| 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 |
| Ethic Inc. | 2,486 | $995.0K | 0.07% | +1,047+72.8% | Added |
| Martingale Asset Management L P | 2,471 | $991.0K | 0.02% | −9,125−78.7% | Reduced |
| Panagora Asset Management Inc | 2,438 | $975.0K | 0.01% | +258+11.8% | Added |
| Westwood Holdings Group Inc. | 2,434 | $974.0K | 0.01% | −2,036−45.5% | Reduced |
| 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 |
| Connable Office Inc | 2,390 | $956.0K | 0.16% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 2,357 | $943.0K | 0.03% | +2,357 | New |
| Coastal Capital Group, Inc. | 2,352 | $941.0K | 0.27% | +4+0.2% | Added |
| HRT Financial LP | 2,345 | $938.0K | 0.01% | +2,345 | New |
| Natixis | 2,338 | $935.0K | 0.00% | −11,253−82.8% | Reduced |
| PDT Partners, LLC | 2,320 | $928.0K | 0.14% | −1,888−44.9% | Reduced |
| Trail Ridge Investment Advisors, LLC | 2,200 | $927.0K | 0.61% | 00.0% | Unchanged |
| TrimTabs Asset Management, LLC | 2,299 | $919.0K | 0.63% | −160−6.5% | Reduced |
| McDonald Partners LLC | 2,276 | $911.0K | 0.35% | +32+1.4% | Added |
| K.J. Harrison & Partners Inc | 2,250 | $900.0K | 0.32% | −50−2.2% | Reduced |
| Donoghue Forlines LLC | 2,226 | $891.0K | 0.32% | −1,510−40.4% | Reduced |
| Metropolitan Life Insurance Co | 2,216 | $886.6K | 0.04% | −22−1.0% | Reduced |
| 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 |
| Henshaw Capital LLC | 2,191 | $876.5K | 0.06% | +5+0.2% | Added |
| Provident Investment Management, Inc. | 2,179 | $872.0K | 0.11% | −41−1.8% | Reduced |
| Creative Planning | 2,173 | $870.0K | 0.00% | +331+18.0% | Added |
| Norinchukin Bank, The | 2,133 | $853.0K | 0.02% | +227+11.9% | Added |
| Wealthfront Advisers LLC | 2,088 | $835.0K | 0.00% | +321+18.2% | Added |
| Burney Co | 2,079 | $832.0K | 0.05% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 2,065 | $826.0K | 0.00% | −127−5.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,025 | $810.0K | 0.00% | +33+1.7% | Added |
| Unigestion Holding SA | 2,033 | $807.0K | 0.05% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 2,011 | $805.0K | 0.08% | +437+27.8% | Added |
| 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 |
| Ninety One SA (PTY) Ltd | 1,924 | $770.0K | 0.31% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 1,918 | $767.0K | 0.12% | −140−6.8% | Reduced |
| New Mexico Educational Retirement Board | 1,900 | $760.0K | 0.04% | −200−9.5% | Reduced |
| Stock Yards Bank & Trust Co | 1,856 | $743.0K | 0.03% | −50−2.6% | Reduced |
| SRN Advisors, LLC | 1,851 | $740.6K | 0.62% | −380−17.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 1,840 | $736.2K | 0.08% | +610+49.6% | Added |
| Conestoga Capital Advisors, LLC | 1,818 | $727.0K | 0.01% | −18−1.0% | Reduced |
| Everence Capital Management Inc | 1,810 | $724.0K | 0.07% | +870+92.6% | Added |
| Snowden Capital Advisors LLC | 1,804 | $721.0K | 0.03% | −271−13.1% | Reduced |
| Northwest Investment Counselors, LLC | 1,792 | $717.0K | 0.23% | 00.0% | Unchanged |
| Lindenwold Advisors | 1,789 | $716.0K | 0.53% | −8−0.4% | Reduced |
| Tobam | 1,781 | $713.0K | 0.05% | −228−11.3% | Reduced |
| Assenagon Asset Management S.A. | 1,776 | $711.0K | 0.00% | −36,059−95.3% | Reduced |
| Stratos Wealth Partners, LTD. | 1,769 | $708.0K | 0.02% | −260−12.8% | Reduced |
| Kenfarb & Co. | 1,765 | $706.0K | 0.67% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 1,754 | $702.0K | 0.17% | −201−10.3% | Reduced |
| Institute for Wealth Management, LLC. | 1,746 | $698.0K | 0.16% | +61+3.6% | Added |
| Impax Asset Management Group plc | 1,684 | $674.0K | 0.00% | +172+11.4% | Added |
| Davenport & Co LLC | 1,640 | $656.0K | 0.01% | +4+0.2% | Added |
| Pathstone Family Office, LLC | 1,638 | $655.8K | 0.01% | +812+98.3% | Added |
| Cerro Pacific Wealth Advisors LLC | 1,624 | $650.0K | 0.39% | −161−9.0% | Reduced |
| Aquatic Capital Management LLC | 1,600 | $640.0K | 0.06% | +1,400+700.0% | Added |
| Shepherd Financial Partners LLC | 1,504 | $602.0K | 0.12% | +1+0.1% | Added |
| Anchor Capital Advisors LLC | 1,500 | $600.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Diversified Trust Co | 1,481 | $593.0K | 0.03% | +40+2.8% | Added |
| MAI Capital Management | 1,458 | $583.0K | 0.01% | +410+39.1% | Added |
| E. Ohman J:or Asset Management AB | 1,454 | $581.8K | 0.03% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 1,450 | $580.0K | 0.56% | −94−6.1% | Reduced |
| Advisors Preferred, LLC | 1,404 | $573.0K | 0.73% | −270−16.1% | Reduced |
| D.B. Root & Company, LLC | 1,426 | $570.0K | 0.26% | −26−1.8% | Reduced |