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Livermore
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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.

13F holders, Q4 2022

Institutional positions in Factset Research Systems Inc as of Dec 31, 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
743
+62 vs. Q3 2022
Shares held
33.7M
−320.8K (−0.9%) vs. Q3 2022
Total value
$13.5B
−$84.2M (−0.6%) vs. Q3 2022
New holders
110
232 more added
Sold out
48
270 more reduced

11 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2022: 743 institutions
Q1 2021: 577 institutionsQ2 2021: 595 institutionsQ3 2021: 621 institutionsQ4 2021: 695 institutionsQ1 2022: 704 institutionsQ2 2022: 693 institutionsQ3 2022: 692 institutionsQ4 2022: 743 institutionsQ1 2023: 723 institutionsQ2 2023: 737 institutionsQ3 2023: 733 institutionsQ4 2023: 775 institutionsQ1 2024: 782 institutionsQ2 2024: 807 institutionsQ3 2024: 833 institutionsQ4 2024: 847 institutionsQ1 2025: 828 institutionsQ2 2025: 837 institutionsQ3 2025: 775 institutionsQ4 2025: 798 institutionsQ1 2026: 726 institutionsQ2 2026: 767 institutions
Value heldQ4 2022: $13.5B
Q1 2021: $10.3BQ2 2021: $11.1BQ3 2021: $13.1BQ4 2021: $16.5BQ1 2022: $14.8BQ2 2022: $13.0BQ3 2022: $13.8BQ4 2022: $13.5BQ1 2023: $14.0BQ2 2023: $13.7BQ3 2023: $15.2BQ4 2023: $16.5BQ1 2024: $15.9BQ2 2024: $14.6BQ3 2024: $16.5BQ4 2024: $17.2BQ1 2025: $16.2BQ2 2025: $15.9BQ3 2025: $10.6BQ4 2025: $10.6BQ1 2026: $8.21BQ2 2026: $9.22B
Institutions holding FDS and their total value by quarter
QuarterHoldersValue
Q2 2026767$9.22B
Q1 2026726$8.21B
Q4 2025798$10.6B
Q3 2025775$10.6B
Q2 2025837$15.9B
Q1 2025828$16.2B
Q4 2024847$17.2B
Q3 2024833$16.5B
Q2 2024807$14.6B
Q1 2024782$15.9B
Q4 2023775$16.5B
Q3 2023733$15.2B
Q2 2023737$13.7B
Q1 2023723$14.0B
Q4 2022743$13.5B
Q3 2022692$13.8B
Q2 2022693$13.0B
Q1 2022704$14.8B
Q4 2021695$16.5B
Q3 2021621$13.1B
Q2 2021595$11.1B
Q1 2021577$10.3B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Factset Research Systems Inc; share changes are against Q3 2022.

Institutions holding FDS in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Sutton Wealth Advisors Inc.1$4010.00%00.0%Unchanged
Stonebridge Capital Advisors LLC1$4010.00%+1New
Sofos Investments, Inc.401$7830.01%+401New
Sound Income Strategies, LLC2$8020.00%−3−60.0%Reduced
SRS Capital Advisors, Inc.2$8020.00%00.0%Unchanged
PSI Advisors, LLC2$8020.00%00.0%Unchanged
McElhenny Sheffield Capital Management, LLC2$8020.00%+2New
Tfo-TDC, LLC80$1.04K0.00%+80New
Highline Wealth Partners LLC3$1.20K0.00%00.0%Unchanged
Concord Wealth Partners3$1.20K0.00%+3New
Cullen/Frost Bankers, Inc.4$1.60K0.00%−106−96.4%Reduced
Asset Dedication, LLC6$2.00K0.00%−1−14.3%Reduced
Grove Bank & Trust5$2.00K0.00%+5New
Raffa Wealth Management, LLC5$2.01K0.00%00.0%Unchanged
Lee Financial Co5$2.01K0.00%00.0%Unchanged
Abound Wealth Management5$2.01K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC5$2.03K0.00%00.0%Unchanged
Disciplined Investments, LLC6$2.41K0.00%−1−14.3%Reduced
Plante Moran Financial Advisors, LLC6$2.41K0.00%00.0%Unchanged
Horan Securities, Inc.6$2.41K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc6$2.41K0.00%+6New
Beaird Harris Wealth Management, LLC7$2.81K0.00%+7New
Vigilant Capital Management, LLC8$3.00K0.00%00.0%Unchanged
Magnolia Capital Management Ltd7$3.00K0.00%+7New
Toth Financial Advisory Corp8$3.21K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.8$3.21K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC8$3.21K0.00%+4+100.0%Added
Truvestments Capital LLC8$3.21K0.00%+8New
Cassady Schiller Wealth Management, LLC8$3.21K0.00%+8New
Assetmark, Inc9$3.61K0.00%−241−96.4%Reduced
TCI Wealth Advisors, Inc.9$3.61K0.00%−10−52.6%Reduced
Bell Investment Advisors, Inc9$3.61K0.00%00.0%Unchanged
Montag A & Associates Inc9$3.61K0.00%+9New
EWG Elevate Inc.9$3.61K0.00%+9New
Winch Advisory Services, LLC10$4.00K0.00%00.0%Unchanged
Larson Financial Group LLC10$4.01K0.00%00.0%Unchanged
Creative Financial Designs Inc12$4.82K0.00%00.0%Unchanged
Centennial Bank13$5.22K0.00%+13New
Lindbrook Capital, LLC14$5.62K0.00%−24−63.2%Reduced
Schubert & Co16$6.42K0.01%−4−20.0%Reduced
FinTrust Capital Advisors, LLC16$6.42K0.00%00.0%Unchanged
Investors Research Corp17$6.82K0.00%00.0%Unchanged
Trustcore Financial Services, LLC17$6.82K0.00%+17New
Gradient Investments LLC19$7.62K0.00%+19New
Hexagon Capital Partners LLC20$8.02K0.00%−4−16.7%Reduced
High Net Worth Advisory Group LLC20$8.02K0.00%00.0%Unchanged
Colonial Trust Advisors20$8.02K0.00%+20New
Tortoise Investment Management, LLC21$8.43K0.00%00.0%Unchanged
Fortis Capital Advisors, LLC21$8.43K0.01%+21New
Freedom Wealth Alliance, LLC25$10.0K0.01%+25New
Johnson Financial Group, Inc.27$10.8K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.28$11.2K0.00%00.0%Unchanged
West Branch Capital LLC28$11.2K0.01%00.0%Unchanged
Piscataqua Savings Bank29$11.6K0.01%00.0%Unchanged
C M Bidwell & Associates Ltd29$11.6K0.01%00.0%Unchanged
Colonial Trust Co29$11.6K0.00%+29New
Massmutual Trust Co FSB30$12.0K0.00%+13+76.5%Added
Duncker Streett & Co Inc30$12.0K0.00%00.0%Unchanged
Hillsdale Investment Management Inc.30$12.0K0.00%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt37$14.8K0.00%+37New
Quarry LP37$14.8K0.02%+37New
Covestor Ltd36$15.0K0.01%−1−2.7%Reduced
Centerpoint Advisors, LLC37$15.0K0.01%+37New
Raleigh Capital Management Inc.39$15.7K0.01%+29+290.0%Added
Umb Bank N A41$16.0K0.00%−1,346−97.0%Reduced
Clear Street Markets LLC39$16.0K0.00%−68−63.6%Reduced
Baker Avenue Asset Management, LP42$16.9K0.00%+42New
Parkside Financial Bank & Trust43$17.3K0.00%+15+53.6%Added
NVWM, LLC44$17.7K0.01%00.0%Unchanged
American National Bank44$18.0K0.00%−22−33.3%Reduced
MV Capital Management, Inc.45$18.1K0.00%+3+7.1%Added
Comerica Securities,inc.45$18.1K0.00%+45New
Salem Investment Counselors Inc46$18.5K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC49$19.7K0.03%00.0%Unchanged
Harvest Fund Management Co., Ltd49$20.0K0.01%−124−71.7%Reduced
Capital Directions Investment Advisors, LLC50$20.1K0.01%+50New
Exchange Traded Concepts, LLC52$20.9K0.00%+52New
Valley National Advisers Inc53$21.0K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.52$21.1K0.00%00.0%Unchanged
Dark Forest Capital Management LP55$22.1K0.01%+55New
Resurgent Financial Advisors LLC55$22.1K0.01%+55New
Arrow Financial Corp60$24.0K0.00%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.60$24.0K0.02%+60New
Clearstead Advisors, LLC60$24.1K0.00%00.0%Unchanged
Proequities, Inc.61$24.5K0.00%+4+7.0%Added
SJS Investment Consulting Inc.62$24.9K0.01%−69−52.7%Reduced
Rosenberg Matthew Hamilton64$25.5K0.01%00.0%Unchanged
Ogorek Anthony Joseph65$26.0K0.01%00.0%Unchanged
Quent Capital, LLC66$26.5K0.00%00.0%Unchanged
Motco67$26.9K0.00%00.0%Unchanged
Accurate Wealth Management, LLC66$27.0K0.01%+66New
AdvisorNet Financial, Inc68$27.3K0.00%+7+11.5%Added
Baillie Gifford & Co72$28.9K0.00%+11+18.0%Added
JJJ Advisors Inc.72$29.8K0.01%−26−26.5%Reduced
Hartford Financial Management Inc.75$30.1K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC75$30.1K0.00%+2+2.7%Added
Altshuler Shaham Ltd76$30.5K0.00%−71−48.3%Reduced
Global Retirement Partners, LLC77$30.9K0.00%+5+6.9%Added
Tyler-Stone Wealth Management81$32.0K0.02%00.0%Unchanged
DT Investment Partners, LLC80$32.1K0.00%00.0%Unchanged