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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Factset Research Systems Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bogart Wealth, LLC | 81 | $32.5K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 82 | $32.9K | 0.02% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 85 | $34.1K | 0.00% | +85 | New |
| CoreCap Advisors, LLC | 85 | $34.2K | 0.00% | +85 | New |
| Pacer Advisors, Inc. | 88 | $35.3K | 0.00% | +10+12.8% | Added |
| Private Trust Co NA | 89 | $36.0K | 0.01% | −1−1.1% | Reduced |
| Washington Trust Advisors, Inc. | 92 | $36.9K | 0.00% | −156−62.9% | Reduced |
| TD Private Client Wealth LLC | 96 | $38.5K | 0.00% | +3+3.2% | Added |
| Cambridge Trust Co | 98 | $39.0K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 100 | $40.0K | 0.05% | 00.0% | Unchanged |
| Alta Advisers Ltd | 100 | $40.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 100 | $40.1K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 102 | $40.9K | 0.01% | +1+1.0% | Added |
| Allworth Financial LP | 103 | $41.3K | 0.00% | −2−1.9% | Reduced |
| CVA Family Office, LLC | 103 | $41.3K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 103 | $41.3K | 0.01% | +103 | New |
| Fred Alger Management, LLC | 107 | $42.9K | 0.00% | −10−8.5% | Reduced |
| Smithfield Trust Co | 105 | $43.0K | 0.00% | −30−22.2% | Reduced |
| One Wealth Advisors, LLC | 111 | $44.5K | 0.01% | +111 | New |
| Front Row Advisors LLC | 112 | $45.0K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 115 | $46.1K | 0.00% | +115 | New |
| Credit Agricole S A | 116 | $46.5K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 116 | $46.5K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 116 | $46.5K | 0.00% | +6+5.5% | Added |
| Goodwin Investment Advisory | 118 | $47.3K | 0.03% | 00.0% | Unchanged |
| Sandy Spring Bank | 124 | $49.8K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 124 | $49.8K | 0.00% | +27+27.8% | Added |
| Clean Yield Group | 150 | $60.2K | 0.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 165 | $66.2K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 169 | $67.8K | 0.00% | +160+1,777.8% | Added |
| Key Financial Inc | 170 | $68.0K | 0.03% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 182 | $73.0K | 0.03% | 00.0% | Unchanged |
| Swedbank AB | 185 | $74.2K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 197 | $78.0K | 0.00% | +16+8.8% | Added |
| Huntington National Bank | 209 | $83.9K | 0.00% | −6−2.8% | Reduced |
| Farther Finance Advisors, LLC | 216 | $86.7K | 0.03% | +216 | New |
| Parallel Advisors, LLC | 217 | $87.2K | 0.00% | −21−8.8% | Reduced |
| Quadrant Capital Group LLC | 220 | $88.3K | 0.01% | −80−26.7% | Reduced |
| Addison Advisors LLC | 225 | $90.3K | 0.05% | −8−3.4% | Reduced |
| IFP Advisors, Inc | 441 | $97.0K | 0.00% | −792−64.2% | Reduced |
| Capital Advisors, Ltd. LLC | 254 | $102.0K | 0.02% | −11−4.2% | Reduced |
| Balyasny Asset Management LLC | 263 | $105.5K | 0.00% | +263 | New |
| MCF Advisors LLC | 264 | $105.9K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 265 | $106.3K | 0.00% | +189+248.7% | Added |
| Ci Investments Inc. | 284 | $114.0K | 0.00% | +34+13.6% | Added |
| Riverview Trust Co | 301 | $121.0K | 0.11% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 315 | $126.4K | 0.08% | −6−1.9% | Reduced |
| First Horizon Advisors, Inc. | 336 | $135.1K | 0.00% | −1−0.3% | Reduced |
| Bessemer Group Inc | 351 | $141.0K | 0.00% | −514−59.4% | Reduced |
| Caldwell Trust Co | 357 | $143.2K | 0.02% | −135−27.4% | Reduced |
| Central Trust Co | 367 | $147.2K | 0.00% | −385−51.2% | Reduced |
| Ronald Blue Trust, Inc. | 390 | $156.0K | 0.00% | +165+73.3% | Added |
| PrairieView Partners, LLC | 400 | $160.0K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 411 | $164.9K | 0.01% | +1+0.2% | Added |
| Signaturefd, LLC | 412 | $165.3K | 0.00% | +39+10.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 431 | $173.0K | 0.00% | +431 | New |
| Estabrook Capital Management | 467 | $187.4K | 0.03% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 500 | $200.6K | 0.05% | 00.0% | Unchanged |
| Middleton & Co Inc | 500 | $200.6K | 0.03% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 500 | $200.6K | 0.04% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 509 | $204.2K | 0.16% | +509 | New |
| Delta Asset Management LLC | 510 | $204.6K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 510 | $205.0K | 0.01% | −270−34.6% | Reduced |
| Davis R M Inc | 511 | $205.0K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 511 | $205.0K | 0.20% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 512 | $205.4K | 0.03% | +37+7.8% | Added |
| Empirical Finance, LLC | 520 | $208.6K | 0.02% | +520 | New |
| Stevens Capital Management LP | 527 | $211.0K | 0.13% | −24−4.4% | Reduced |
| Telemus Capital, LLC | 523 | $211.5K | 0.02% | −23−4.2% | Reduced |
| River Wealth Advisors LLC | 528 | $211.8K | 0.04% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 530 | $212.6K | 0.00% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 537 | $215.4K | 0.11% | +537 | New |
| Smith Shellnut Wilson LLC | 542 | $217.5K | 0.13% | −14−2.5% | Reduced |
| Peapack Gladstone Financial Corp | 544 | $218.0K | 0.00% | −6−1.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 544 | $218.3K | 0.05% | −371−40.5% | Reduced |
| Camden Capital, LLC | 548 | $220.0K | 0.03% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 553 | $221.9K | 0.00% | +553 | New |
| Sage Private Wealth Group, LLC | 560 | $224.8K | 0.27% | 00.0% | Unchanged |
| Diversified, LLC | 561 | $225.1K | 0.09% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 563 | $225.9K | 0.01% | +563 | New |
| Intrua Financial, LLC | 537 | $226.3K | 0.05% | +537 | New |
| Stanley-Laman Group, Ltd. | 567 | $227.5K | 0.04% | +5+0.9% | Added |
| Tocqueville Asset Management L.P. | 575 | $230.7K | 0.00% | 00.0% | Unchanged |
| Martin Investment Management, LLC | 575 | $230.7K | 0.07% | 00.0% | Unchanged |
| Intrust Bank NA | 577 | $231.5K | 0.03% | 00.0% | Unchanged |
| AMG National Trust Bank | 585 | $234.7K | 0.01% | −575−49.6% | Reduced |
| Stokes Family Office, LLC | 594 | $238.3K | 0.03% | −41−6.5% | Reduced |
| Ieq Capital, LLC | 605 | $242.7K | 0.01% | −234−27.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 605 | $242.7K | 0.01% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 616 | $247.0K | 0.11% | 00.0% | Unchanged |
| Bennett Selby Investments LP | 615 | $247.0K | 0.19% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 621 | $249.2K | 0.03% | +61+10.9% | Added |
| Integrated Investment Consultants, LLC | 625 | $250.8K | 0.08% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 625 | $250.8K | 0.28% | 00.0% | Unchanged |
| Pendal Group Limited | 629 | $252.4K | 0.00% | +629 | New |
| Kolinsky Wealth Management, LLC | 630 | $253.0K | 0.29% | +6+1.0% | Added |
| Keybank National Association | 645 | $258.8K | 0.00% | +78+13.8% | Added |
| Belpointe Asset Management LLC | 650 | $260.6K | 0.02% | +137+26.7% | Added |
| Two Sigma Securities, LLC | 653 | $262.0K | 0.04% | +127+24.1% | Added |
| Martingale Asset Management L P | 655 | $262.8K | 0.01% | −1,816−73.5% | Reduced |