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 |
|---|---|---|---|---|---|
| FourThought Financial, LLC | 1,419 | $568.0K | 0.08% | −276−16.3% | Reduced |
| Mattern Wealth Management LLC | 1,418 | $567.0K | 0.23% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 1,411 | $565.0K | 0.01% | −104−6.9% | Reduced |
| Private Advisor Group, LLC | 1,402 | $561.0K | 0.01% | −813−36.7% | Reduced |
| Horizon Investments, LLC | 1,399 | $560.0K | 0.02% | +727+108.2% | Added |
| Umb Bank N A | 1,387 | $555.0K | 0.01% | −4,418−76.1% | Reduced |
| 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 |
| Legacy Advisors, LLC | 1,358 | $543.0K | 0.12% | +334+32.6% | Added |
| GYL Financial Synergies, LLC | 1,351 | $541.0K | 0.15% | −60−4.3% | Reduced |
| 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 |
| DCM Advisors, LLC | 1,310 | $524.1K | 0.26% | +470+56.0% | Added |
| 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 |
| Y-Intercept (Hong Kong) Ltd | 1,279 | $511.7K | 0.05% | +1,279 | New |
| Douglass Winthrop Advisors, LLC | 1,274 | $510.0K | 0.02% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 1,271 | $509.0K | 0.30% | −35−2.7% | Reduced |
| Kestra Private Wealth Services, LLC | 1,265 | $506.0K | 0.03% | +40+3.3% | 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 |
| Cetera Advisor Networks LLC | 1,236 | $495.0K | 0.01% | +368+42.4% | Added |
| Mayflower Financial Advisors, LLC | 1,216 | $487.0K | 0.08% | 00.0% | Unchanged |
| Lincoln National Corp | 1,205 | $482.0K | 0.01% | −8−0.7% | Reduced |
| SkyView Investment Advisors, LLC | 1,201 | $480.0K | 0.14% | +189+18.7% | Added |
| Allstate Corp | 1,195 | $478.0K | 0.01% | 00.0% | Unchanged |
| LMCG Investments, LLC | 1,189 | $476.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| Dean Investment Associates, LLC | 1,171 | $469.0K | 0.10% | −13−1.1% | Reduced |
| AMG National Trust Bank | 1,160 | $464.0K | 0.02% | +575+98.3% | Added |
| Ballentine Partners, LLC | 1,158 | $463.0K | 0.02% | +157+15.7% | Added |
| HM Payson & Co | 1,148 | $459.0K | 0.01% | −251−17.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 1,134 | $454.0K | 0.01% | +174+18.1% | Added |
| KB Financial Partners, LLC | 1,133 | $453.0K | 0.16% | +193+20.5% | Added |
| Cetera Investment Advisers | 1,127 | $451.0K | 0.01% | −186−14.2% | Reduced |
| Websterrogers Financial Advisors, LLC | 1,118 | $447.0K | 0.24% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 1,114 | $446.0K | 0.15% | +163+17.1% | Added |
| Roberts Glore & Co Inc | 1,109 | $444.0K | 0.16% | −100−8.3% | Reduced |
| 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 |
| 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 |
| L2 Asset Management, LLC | 1,059 | $424.0K | 0.32% | +53+5.3% | Added |
| Alhambra Investment Partners LLC | 1,050 | $420.0K | 0.32% | 00.0% | Unchanged |
| Covenant Partners, LLC | 1,030 | $412.0K | 0.20% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,027 | $411.0K | 0.01% | −21−2.0% | Reduced |
| Redpoint Investment Management Pty Ltd | 1,022 | $409.0K | 0.06% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,020 | $408.1K | 0.00% | −47−4.4% | Reduced |
| J. W. Coons Advisors, LLC | 1,016 | $407.0K | 0.15% | +300+41.9% | Added |
| 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 |
| Knowledge Leaders Capital, LLC | 1,004 | $402.0K | 0.51% | +1,004 | New |
| 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 |
| Silver Lake Advisory, LLC | 981 | $393.0K | 0.23% | 00.0% | Unchanged |
| Fifth Third Bancorp | 982 | $393.0K | 0.00% | +41+4.4% | 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 |
| Qtron Investments LLC | 961 | $385.0K | 0.10% | +279+40.9% | Added |
| Eqis Capital Management, Inc. | 947 | $379.1K | 0.04% | −18−1.9% | Reduced |
| Versant Capital Management, Inc | 942 | $377.0K | 0.15% | −2−0.2% | Reduced |
| Rockland Trust Co | 926 | $371.0K | 0.03% | −52−5.3% | Reduced |
| Guardian Capital LP | 923 | $369.0K | 0.01% | +923 | New |
| Symmetry Partners, LLC | 920 | $368.0K | 0.02% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 915 | $366.0K | 0.08% | +237+35.0% | Added |
| KCM Investment Advisors LLC | 899 | $360.0K | 0.02% | 00.0% | Unchanged |
| Vestcor Inc | 893 | $357.0K | 0.01% | +13+1.5% | Added |
| Veritable, L.P. | 884 | $354.0K | 0.01% | −10−1.1% | Reduced |
| Engineers Gate Manager LP | 877 | $351.0K | 0.02% | −891−50.4% | Reduced |
| AlphaCrest Capital Management LLC | 876 | $350.0K | 0.02% | −3,786−81.2% | Reduced |
| Metis Global Partners, LLC | 869 | $348.0K | 0.06% | +134+18.2% | Added |
| Raymond James Trust N.A. | 866 | $347.0K | 0.01% | −63−6.8% | Reduced |
| 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 |
| Synovus Financial Corp | 878 | $345.0K | 0.00% | +878 | New |
| Rowland & Co Investment Counsel | 860 | $344.1K | 0.09% | 00.0% | Unchanged |
| Spearhead Capital Advisors, LLC | 850 | $340.0K | 0.37% | +48+6.0% | Added |
| Tiaa, FSB | 847 | $339.0K | 0.00% | −26−3.0% | Reduced |
| Ieq Capital, LLC | 839 | $336.0K | 0.01% | +839 | New |
| Haverford Trust Co | 836 | $334.0K | 0.00% | +40+5.0% | Added |
| Spire Wealth Management | 819 | $328.0K | 0.02% | +2+0.2% | Added |
| Colony Group LLC | 813 | $325.0K | 0.01% | −7−0.9% | Reduced |
| Veriti Management LLC | 787 | $315.0K | 0.05% | +34+4.5% | Added |
| Avantax Advisory Services, Inc. | 786 | $314.0K | 0.00% | +27+3.6% | 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 |
| 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 |
| Dumont & Blake Investment Advisors LLC | 756 | $303.0K | 0.11% | −1,051−58.2% | Reduced |
| Central Trust Co | 752 | $301.0K | 0.01% | +712+1,780.0% | Added |
| Milestone Advisory Partners | 750 | $300.0K | 0.23% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 750 | $300.0K | 0.03% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 747 | $299.0K | 0.03% | −16−2.1% | Reduced |
| Investment Partners, Ltd. | 740 | $296.0K | 0.09% | 00.0% | Unchanged |
| Apeiron RIA LLC | 714 | $296.0K | 0.14% | +714 | New |
| Apella Capital, LLC | 729 | $292.0K | 0.03% | −21−2.8% | Reduced |
| Greenleaf Trust | 728 | $291.0K | 0.00% | +120+19.7% | Added |