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 |
|---|---|---|---|---|---|
| Credit Agricole S A | 116 | $46.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 116 | $46.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 112 | $45.0K | 0.02% | −2−1.8% | Reduced |
| Ellevest, Inc. | 110 | $44.0K | 0.00% | +102+1,275.0% | Added |
| Cullen/Frost Bankers, Inc. | 110 | $44.0K | 0.00% | +106+2,650.0% | Added |
| Clear Street Markets LLC | 107 | $43.0K | 0.01% | +30+39.0% | Added |
| Allworth Financial LP | 105 | $42.0K | 0.00% | +10+10.5% | Added |
| CVA Family Office, LLC | 103 | $41.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 101 | $40.0K | 0.01% | −3−2.9% | Reduced |
| First Community Trust NA | 100 | $40.0K | 0.05% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 98 | $40.0K | 0.01% | +26+36.1% | Added |
| Pinnacle Financial Partners Inc | 100 | $40.0K | 0.00% | +100 | New |
| Alta Advisers Ltd | 100 | $40.0K | 0.03% | +100 | New |
| Cambridge Trust Co | 98 | $39.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 97 | $38.8K | 0.00% | +27+38.6% | Added |
| TD Private Client Wealth LLC | 93 | $37.2K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 90 | $36.0K | 0.01% | 00.0% | Unchanged |
| American Research & Management Co. | 85 | $34.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 82 | $33.0K | 0.02% | −2−2.4% | Reduced |
| Bogart Wealth, LLC | 81 | $32.0K | 0.00% | −11−12.0% | Reduced |
| Tyler-Stone Wealth Management | 81 | $32.0K | 0.02% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 80 | $32.0K | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 80 | $32.0K | 0.01% | +80 | New |
| Pacer Advisors, Inc. | 78 | $31.0K | 0.00% | −21,130−99.6% | Reduced |
| Global Retirement Partners, LLC | 72 | $31.0K | 0.00% | +6+9.1% | Added |
| Money Concepts Capital Corp | 76 | $30.0K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 75 | $30.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 73 | $29.0K | 0.00% | +12+19.7% | Added |
| Oxler Private Wealth LLC | 71 | $28.5K | 0.02% | 00.0% | Unchanged |
| Motco | 67 | $27.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 66 | $26.0K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 65 | $26.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 66 | $26.0K | 0.01% | +66 | New |
| Rosenberg Matthew Hamilton | 64 | $25.0K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 60 | $24.0K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 61 | $24.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 61 | $24.0K | 0.00% | +5+8.9% | Added |
| Clearstead Advisors, LLC | 60 | $24.0K | 0.00% | +21+53.8% | Added |
| Proequities, Inc. | 57 | $23.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 53 | $22.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 52 | $21.2K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 49 | $20.0K | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 46 | $18.0K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 44 | $18.0K | 0.01% | +2+4.8% | Added |
| MV Capital Management, Inc. | 42 | $17.0K | 0.00% | +5+13.5% | Added |
| Covestor Ltd | 37 | $15.0K | 0.01% | −260−87.5% | Reduced |
| Lindbrook Capital, LLC | 38 | $15.0K | 0.00% | +24+171.4% | Added |
| Manchester Capital Management LLC | 34 | $14.0K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 30 | $12.0K | 0.00% | −1,450−98.0% | Reduced |
| Duncker Streett & Co Inc | 30 | $12.0K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 29 | $12.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 29 | $12.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 28 | $12.0K | 0.00% | +2+7.7% | Added |
| West Branch Capital LLC | 28 | $11.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 27 | $11.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 28 | $11.0K | 0.00% | +10+55.6% | Added |
| Almanack Investment Partners, LLC. | 27 | $11.0K | 0.00% | +27 | New |
| Hexagon Capital Partners LLC | 24 | $10.0K | 0.00% | −3−11.1% | Reduced |
| Tortoise Investment Management, LLC | 21 | $8.00K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 20 | $8.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 20 | $8.00K | 0.01% | +7+53.8% | Added |
| TCI Wealth Advisors, Inc. | 19 | $8.00K | 0.00% | +16+533.3% | Added |
| FinTrust Capital Advisors, LLC | 16 | $7.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 17 | $7.00K | 0.00% | +7+70.0% | Added |
| Investors Research Corp | 17 | $7.00K | 0.00% | +8+88.9% | Added |
| Creative Financial Designs Inc | 12 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 13 | $5.00K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 9 | $4.00K | 0.00% | −199−95.7% | Reduced |
| Winch Advisory Services, LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 9 | $4.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 10 | $4.00K | 0.00% | +10 | New |
| Raleigh Capital Management Inc. | 10 | $4.00K | 0.00% | +10 | New |
| Vigilant Capital Management, LLC | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 8 | $3.00K | 0.00% | +8 | New |
| Asset Dedication, LLC | 7 | $3.00K | 0.00% | +7 | New |
| Standard Family Office LLC | 7 | $3.00K | 0.00% | +7 | New |
| Raffa Wealth Management, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 5 | $2.00K | 0.00% | +5 | New |
| Horan Securities, Inc. | 6 | $2.00K | 0.00% | −16−72.7% | Reduced |
| Lee Financial Co | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 4 | $2.00K | 0.00% | +4 | New |
| Sound Income Strategies, LLC | 5 | $2.00K | 0.00% | +5 | New |
| Highline Wealth Partners LLC | 3 | $1.20K | 0.00% | +3 | New |
| SRS Capital Advisors, Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Sutton Wealth Advisors Inc. | 1 | $400 | 0.00% | +1 | New |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −28,811−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −25,200−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −24,522−100.0% | Sold out |
| Cypress Capital, LLC | 0 | $0 | 0.00% | −21,216−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −20,051−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −9,007−100.0% | Sold out |
| Cullinan Associates Inc | 0 | $0 | 0.00% | −6,700−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −5,753−100.0% | Sold out |