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 |
|---|---|---|---|---|---|
| Strategy Asset Managers LLC | 728 | $291.0K | 0.08% | +728 | New |
| Checchi Capital Advisers, LLC | 713 | $285.0K | 0.03% | −3−0.4% | Reduced |
| Cresset Asset Management, LLC | 708 | $284.0K | 0.00% | +22+3.2% | Added |
| Alps Advisors Inc | 707 | $283.0K | 0.00% | −126−15.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 690 | $276.0K | 0.00% | 00.0% | Unchanged |
| Wedmont Private Capital | 691 | $276.0K | 0.06% | +691 | New |
| Boston Private Wealth LLC | 688 | $275.0K | 0.00% | +688 | New |
| Fort Washington Investment Advisors Inc | 672 | $269.0K | 0.00% | −2,753−80.4% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 672 | $269.0K | 0.29% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 655 | $262.0K | 0.21% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,233 | $260.0K | 0.01% | +100+8.8% | Added |
| Tokio Marine Asset Management Co Ltd | 650 | $260.0K | 0.02% | +129+24.8% | Added |
| Wolverine Trading, LLC | 650 | $258.0K | 0.01% | −104−13.8% | Reduced |
| Toroso Investments, LLC | 643 | $257.0K | 0.01% | −12−1.8% | Reduced |
| Stokes Family Office, LLC | 635 | $254.0K | 0.04% | +635 | New |
| PEAK6 Investments LLC | 633 | $253.0K | 0.01% | −136−17.7% | Reduced |
| Kestra Advisory Services, LLC | 625 | $250.0K | 0.00% | −172−21.6% | Reduced |
| Kolinsky Wealth Management, LLC | 624 | $250.0K | 0.31% | −3−0.5% | Reduced |
| Pine Haven Investment Counsel, Inc | 625 | $250.0K | 0.30% | +20+3.3% | Added |
| Integrated Investment Consultants, LLC | 625 | $250.0K | 0.10% | +625 | New |
| Hall Laurie J Trustee | 616 | $246.0K | 0.12% | 00.0% | Unchanged |
| Bennett Selby Investments LP | 615 | $246.0K | 0.20% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 610 | $244.0K | 0.03% | 00.0% | Unchanged |
| Old National Bancorp | 605 | $242.0K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 605 | $242.0K | 0.01% | +3+0.5% | Added |
| Intrust Bank NA | 577 | $231.0K | 0.04% | −2−0.3% | Reduced |
| Tocqueville Asset Management L.P. | 575 | $230.0K | 0.00% | 00.0% | Unchanged |
| Martin Investment Management, LLC | 575 | $230.0K | 0.08% | 00.0% | Unchanged |
| Ascent Group, LLC | 538 | $229.0K | 0.03% | +29+5.7% | Added |
| CWM, LLC | 572 | $229.0K | 0.00% | +49+9.4% | Added |
| Keybank National Association | 567 | $227.0K | 0.00% | +16+2.9% | Added |
| Stanley-Laman Group, Ltd. | 562 | $225.0K | 0.04% | 00.0% | Unchanged |
| Diversified, LLC | 561 | $224.0K | 0.11% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 560 | $224.0K | 0.30% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 560 | $224.0K | 0.03% | +560 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 555 | $222.0K | 0.00% | −24,045−97.7% | Reduced |
| Smith Shellnut Wilson LLC | 556 | $222.0K | 0.15% | −235−29.7% | Reduced |
| Stevens Capital Management LP | 551 | $220.0K | 0.14% | −139−20.1% | Reduced |
| Peapack Gladstone Financial Corp | 550 | $220.0K | 0.00% | +550 | New |
| Camden Capital, LLC | 548 | $219.0K | 0.05% | +1+0.2% | Added |
| Telemus Capital, LLC | 546 | $218.0K | 0.02% | −103−15.9% | Reduced |
| Gamco Investors, Inc. Et Al | 530 | $212.0K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 511 | $212.0K | 0.21% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 528 | $211.0K | 0.05% | −40−7.0% | Reduced |
| Two Sigma Securities, LLC | 526 | $210.0K | 0.03% | +526 | New |
| Capital Square, LLC | 521 | $208.0K | 0.19% | −26−4.8% | Reduced |
| Reynders McVeigh Capital Management, LLC | 521 | $208.0K | 0.02% | −5−1.0% | Reduced |
| Belpointe Asset Management LLC | 513 | $205.0K | 0.01% | +70+15.8% | Added |
| Delta Asset Management LLC | 510 | $204.0K | 0.02% | +510 | New |
| Davis R M Inc | 511 | $204.0K | 0.01% | +511 | New |
| Quantinno Capital Management LP | 504 | $202.0K | 0.03% | +504 | New |
| Sequoia Financial Advisors, LLC | 502 | $201.0K | 0.01% | −52−9.4% | Reduced |
| Blue Edge Capital, LLC | 500 | $200.1K | 0.05% | +500 | New |
| Middleton & Co Inc | 500 | $200.0K | 0.03% | −145−22.5% | Reduced |
| Arbor Investment Advisors, LLC | 500 | $200.0K | 0.05% | +500 | New |
| Delaney Dennis R | 500 | $200.0K | 0.19% | +500 | New |
| Caldwell Trust Co | 492 | $196.9K | 0.03% | +10+2.1% | Added |
| Harbor Investment Advisory, LLC | 475 | $190.0K | 0.03% | +100+26.7% | Added |
| Estabrook Capital Management | 467 | $186.9K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 410 | $164.0K | 0.01% | −5−1.2% | Reduced |
| Wipfli Financial Advisors LLC, | 405 | $162.0K | 0.01% | +405 | New |
| PrairieView Partners, LLC | 400 | $160.0K | 0.03% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 378 | $151.0K | 0.07% | +155+69.5% | Added |
| Ellis Investment Partners, LLC | 375 | $150.0K | 0.04% | 00.0% | Unchanged |
| Signaturefd, LLC | 373 | $149.0K | 0.01% | +51+15.8% | Added |
| First Horizon Advisors, Inc. | 337 | $134.0K | 0.01% | +7+2.1% | Added |
| Zullo Investment Group, Inc. | 321 | $128.0K | 0.08% | 00.0% | Unchanged |
| Riverview Trust Co | 301 | $120.0K | 0.12% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 300 | $120.0K | 0.02% | +93+44.9% | Added |
| Covington Capital Management | 297 | $119.0K | 0.01% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 296 | $118.0K | 0.01% | +296 | New |
| AIA Group Ltd | 284 | $114.0K | 0.01% | −175−38.1% | Reduced |
| Axim Planning & Wealth | 285 | $114.0K | 0.11% | +285 | New |
| Capital Advisors, Ltd. LLC | 265 | $106.0K | 0.02% | +23+9.5% | Added |
| MCF Advisors LLC | 264 | $106.0K | 0.01% | +225+576.9% | Added |
| Assetmark, Inc | 250 | $100.0K | 0.00% | −16−6.0% | Reduced |
| Ci Investments Inc. | 250 | $100.0K | 0.00% | +36+16.8% | Added |
| Washington Trust Advisors, Inc. | 248 | $99.0K | 0.01% | −1−0.4% | Reduced |
| Parallel Advisors, LLC | 238 | $95.0K | 0.00% | +35+17.2% | Added |
| Addison Advisors LLC | 233 | $93.0K | 0.06% | +8+3.6% | Added |
| Huntington National Bank | 215 | $86.0K | 0.00% | −1−0.5% | Reduced |
| Ronald Blue Trust, Inc. | 225 | $86.0K | 0.00% | +82+57.3% | Added |
| Wolff Wiese Magana LLC | 203 | $81.0K | 0.07% | −10−4.7% | Reduced |
| American Portfolios Advisors | 191 | $76.4K | 0.00% | −9−4.5% | Reduced |
| Swedbank AB | 185 | $74.0K | 0.00% | 00.0% | Unchanged |
| Newfound Research LLC | 184 | $74.0K | 0.18% | −35−16.0% | Reduced |
| Penserra Capital Management LLC | 181 | $72.0K | 0.00% | +4+2.3% | Added |
| Atticus Wealth Management, LLC | 182 | $70.0K | 0.03% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 173 | $69.0K | 0.02% | −432−71.4% | Reduced |
| Key Financial Inc | 170 | $68.0K | 0.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 165 | $66.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 150 | $60.0K | 0.03% | −10−6.3% | Reduced |
| Altshuler Shaham Ltd | 147 | $58.0K | 0.00% | −33−18.3% | Reduced |
| Smithfield Trust Co | 135 | $55.0K | 0.00% | −122−47.5% | Reduced |
| SJS Investment Consulting Inc. | 131 | $53.0K | 0.02% | +131 | New |
| MUFG Americas Holdings Corp | 130 | $52.0K | 0.00% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 125 | $50.0K | 0.03% | 00.0% | Unchanged |
| Sandy Spring Bank | 124 | $50.0K | 0.00% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 117 | $47.0K | 0.00% | −98−45.6% | Reduced |
| Goodwin Investment Advisory | 118 | $47.0K | 0.04% | −7−5.6% | Reduced |