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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.

Q4 2022 vs. Q3 2022

How the institutions holding Factset Research Systems Inc changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of FDS: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders69211743+62
Shares34.5M439.4K33.7M−320.8K (−0.9%)
Value$13.8B$175.8M$13.5B−$84.2M (−0.6%)

11 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (110)

Institutions that held Factset Research Systems Inc at the end of Q4 2022 but not at the end of Q3 2022.

Showing the largest 100 of 110 by value.

Institutions new to FDS in Q4 2022
InstitutionSharesValue% of portfolio
Two Sigma Advisers, LP49,000$19.7M0.05%
Gillson Capital LP42,911$17.2M1.30%
Two Sigma Investments, LP33,681$13.5M0.04%
Moran Wealth Management, LLC24,063$9.65M0.37%
Marshall Wace, LLP19,888$7.98M0.02%
Thematics Asset Management17,647$7.08M0.43%
Janus Henderson Group PLC17,144$6.88M0.00%
StonePine Asset Management Inc.16,901$6.78M1.27%
Trexquant Investment LP16,276$6.53M0.19%
Prana Capital Management, LP10,844$4.35M0.33%
Stony Point Capital LLC10,346$4.15M1.47%
Carlson Capital L P9,700$3.89M0.30%
Linden Thomas Advisory Services, LLC8,767$3.52M0.99%
Point72 Middle East FZE8,187$3.28M0.25%
Squarepoint Ops LLC7,952$3.19M0.02%
Greenland Capital Management LP7,643$3.07M0.56%
Kinneret Advisory, LLC7,607$3.05M0.40%
Dynamic Technology Lab Private Ltd6,381$2.56M0.26%
FORA Capital, LLC3,911$1.57M0.25%
CI Private Wealth, LLC3,696$1.49M0.01%
Jefferies Financial Group Inc.3,427$1.37M0.02%
Verition Fund Management LLC3,392$1.36M0.03%
Wealth Enhancement Advisory Services, LLC3,065$1.29M0.02%
Versor Investments LP3,113$1.25M0.11%
Maryland State Retirement & Pension System2,943$1.18M0.03%
Voloridge Investment Management, LLC2,587$1.04M0.01%
Ergoteles LLC2,466$989.4K0.04%
Cognios Beta Neutral Large Cap Fund, LP2,101$842.9K0.81%
Acrisure Capital Management, LLC2,035$816.5K0.90%
La Banque Postale Asset Management SA1,785$716.2K0.02%
Teza Capital Management LLC1,585$635.9K0.12%
Zeke Capital Advisors, LLC1,538$617.1K0.04%
FourThought Financial Partners, LLC1,430$573.9K0.08%
Seven Eight Capital, LP1,417$568.5K0.15%
Kula Investments, LLC1,390$557.7K0.20%
Inceptionr LLC1,358$544.8K0.29%
Axxcess Wealth Management, LLC1,331$534.2K0.04%
Wesbanco Bank Inc1,330$534.0K0.02%
Coldstream Capital Management Inc1,295$519.7K0.02%
Allstate Investment Management Co1,246$499.9K0.02%
Portman Square Capital LLP1,175$471.4K0.23%
Meridian Wealth Management, LLC1,126$451.6K0.04%
Gotham Asset Management, LLC1,110$445.3K0.01%
EP Wealth Advisors, LLC1,107$444.1K0.01%
Blueshift Asset Management, LLC1,105$443.3K0.21%
Kennedy Capital Management, Inc.1,063$426.5K0.01%
Meeder Advisory Services, Inc.1,033$414.4K0.05%
Oak Thistle LLC1,019$408.8K0.88%
Credit Capital Investments LLC1,000$401.2K0.58%
KLR Investment Advisors, LLC979$392.8K0.32%
BI Asset Management Fondsmaeglerselskab A/S922$370.0K0.01%
Utah Peaks Capital Inc894$358.7K0.69%
MQS Management LLC868$348.3K0.24%
Brady Family Wealth, LLC858$344.2K0.14%
Baldwin Investment Management, LLC841$337.4K0.06%
XTX Topco Ltd828$332.2K0.07%
Paradigm Asset Management Co LLC800$321.0K0.09%
Qsemble Capital Management, LP800$321.0K0.22%
Cerity Partners LLC788$316.2K0.00%
Bleakley Financial Group, LLC768$308.2K0.01%
Fairfield, Bush & Co.760$304.9K0.20%
Alliance Wealth Advisors, LLC734$294.5K0.13%
Quantamental Technologies LLC731$293.3K0.13%
SYSTM Wealth Solutions LLC709$284.5K0.04%
Pendal Group Limited629$252.4K0.00%
Intrua Financial, LLC537$226.3K0.05%
Perigon Wealth Management, LLC563$225.9K0.01%
Pinnacle Associates Ltd553$221.9K0.00%
DoubleLine ETF Adviser LP537$215.4K0.11%
Empirical Finance, LLC520$208.6K0.02%
Baron Wealth Management LLC509$204.2K0.16%
Harel Insurance Investments & Financial Services Ltd.431$173.0K0.00%
Balyasny Asset Management LLC263$105.5K0.00%
Farther Finance Advisors, LLC216$86.7K0.03%
Cary Street Partner Investment Advisory LLC115$46.1K0.00%
One Wealth Advisors, LLC111$44.5K0.01%
Compass Wealth Management LLC103$41.3K0.01%
CoreCap Advisors, LLC85$34.2K0.00%
Baldwin Brothers Inc85$34.1K0.00%
Accurate Wealth Management, LLC66$27.0K0.01%
CarsonAllaria Wealth Management, Ltd.60$24.0K0.02%
Dark Forest Capital Management LP55$22.1K0.01%
Resurgent Financial Advisors LLC55$22.1K0.01%
Exchange Traded Concepts, LLC52$20.9K0.00%
Capital Directions Investment Advisors, LLC50$20.1K0.01%
Comerica Securities,inc.45$18.1K0.00%
Baker Avenue Asset Management, LP42$16.9K0.00%
Centerpoint Advisors, LLC37$15.0K0.01%
Livforsakringsbolaget Skandia, Omsesidigt37$14.8K0.00%
Quarry LP37$14.8K0.02%
Colonial Trust Co29$11.6K0.00%
Freedom Wealth Alliance, LLC25$10.0K0.01%
Fortis Capital Advisors, LLC21$8.43K0.01%
Colonial Trust Advisors20$8.02K0.00%
Gradient Investments LLC19$7.62K0.00%
Trustcore Financial Services, LLC17$6.82K0.00%
Centennial Bank13$5.22K0.00%
Montag A & Associates Inc9$3.61K0.00%
EWG Elevate Inc.9$3.61K0.00%
Truvestments Capital LLC8$3.21K0.00%

Sold out (48)

Institutions that held Factset Research Systems Inc at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of FDS in Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
AustralianSuper Pty Ltd135,338$54.1M
Railway Pension Investments Ltd17,000$6.80M
EHP Funds Inc.9,020$3.61M
Strategic Global Advisors, LLC7,888$3.16M
Interval Partners, LP7,000$2.80M
Alberta Investment Management Corp5,100$2.04M
Cordatus Wealth Management LLC4,305$1.72M
Richard Bernstein Advisors LLC4,105$1.64M
Ritholtz Wealth Management4,085$1.63M
Toews Corp2,700$1.08M
Point72 Hong Kong Ltd2,626$1.05M
OPSEU Pension Plan Trust Fund1,942$785.0K
SRN Advisors, LLC1,851$740.6K
Ashton Thomas Private Wealth, LLC1,840$736.2K
Everence Capital Management Inc1,810$724.0K
Advisors Preferred, LLC1,404$573.0K
Private Advisor Group, LLC1,402$561.0K
DCM Advisors, LLC1,310$524.1K
Change Path, LLC1,242$497.0K
Meeder Asset Management Inc1,067$427.0K
L2 Asset Management, LLC1,059$424.0K
Advisors Asset Management, Inc.1,027$411.0K
Silver Lake Advisory, LLC981$393.0K
AlphaCrest Capital Management LLC876$350.0K
Investment Partners, Ltd.740$296.0K
Cresset Asset Management, LLC708$284.0K
Wedmont Private Capital691$276.0K
Toroso Investments, LLC643$257.0K
Moody National Bank Trust Division610$244.0K
Ascent Group, LLC538$229.0K
Reynders McVeigh Capital Management, LLC521$208.0K
Capital Square, LLC521$208.0K
Quantinno Capital Management LP504$202.0K
Delaney Dennis R500$200.0K
Ellis Investment Partners, LLC375$150.0K
Icon Wealth Advisors, LLC296$118.0K
AIA Group Ltd284$114.0K
Axim Planning & Wealth285$114.0K
Wolff Wiese Magana LLC203$81.0K
MUFG Americas Holdings Corp130$52.0K
Investors Asset Management of Georgia Inc125$50.0K
Castle Wealth Management LLC80$32.0K
Oxler Private Wealth LLC71$28.5K
Almanack Investment Partners, LLC.27$11.0K
First Manhattan Co13$5.00K
EverSource Wealth Advisors, LLC10$4.00K
Standard Family Office LLC7$3.00K
Financial Enhancement Group LLC6$2.00K

Not filed for Q4 2022 yet (11)

Institutions that held Factset Research Systems Inc at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding FDS in Q3 2022 that haven't filed for Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Atlanta Capital Management Co L L C322,973$129.2M
Eaton Vance Management109,020$43.6M
Doyle Wealth Management2,980$1.19M
FourThought Financial, LLC1,419$568.0K
Redpoint Investment Management Pty Ltd1,022$409.0K
Spearhead Capital Advisors, LLC850$340.0K
Wipfli Financial Advisors LLC,405$162.0K
Covington Capital Management297$119.0K
American Portfolios Advisors191$76.4K
Newfound Research LLC184$74.0K
American Research & Management Co.85$34.0K