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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
Seelaus Asset Management LLC655$263.0K0.20%00.0%Unchanged
B. Metzler seel. Sohn & Co. AG658$264.0K0.00%−476−42.0%Reduced
Greenleaf Trust658$264.0K0.00%−70−9.6%Reduced
Checchi Capital Advisers, LLC666$267.2K0.03%−47−6.6%Reduced
Paces Ferry Wealth Advisors, LLC668$268.0K0.26%−4−0.6%Reduced
Fort Washington Investment Advisors Inc672$270.0K0.00%00.0%Unchanged
Motley Fool Asset Management LLC685$274.8K0.03%−62−8.3%Reduced
Williams Jones Wealth Management, LLC.693$278.0K0.00%+3+0.4%Added
Tokio Marine Asset Management Co Ltd693$278.0K0.02%+43+6.6%Added
Boston Private Wealth LLC693$278.1K0.00%+5+0.7%Added
Sequoia Financial Advisors, LLC700$280.8K0.01%+198+39.4%Added
Veriti Management LLC700$280.9K0.04%−87−11.1%Reduced
SYSTM Wealth Solutions LLC709$284.5K0.04%+709New
Alps Advisors Inc710$284.9K0.00%+3+0.4%Added
Strategy Asset Managers LLC714$286.0K0.07%−14−1.9%Reduced
Tower Research Capital LLC (TRC)715$287.0K0.01%−2,986−80.7%Reduced
Sentry Investment Management LLC717$288.0K0.13%+339+89.7%Added
Apeiron RIA LLC726$291.4K0.11%+12+1.7%Added
Apella Capital, LLC729$292.5K0.03%00.0%Unchanged
Quantamental Technologies LLC731$293.3K0.13%+731New
Alliance Wealth Advisors, LLC734$294.5K0.13%+734New
Wetherby Asset Management Inc745$298.9K0.02%−30−3.9%Reduced
SG Americas Securities, LLC747$300.0K0.00%−1,990−72.7%Reduced
Milestone Advisory Partners750$300.9K0.22%00.0%Unchanged
Dumont & Blake Investment Advisors LLC757$304.0K0.11%+1+0.1%Added
Fairfield, Bush & Co.760$304.9K0.20%+760New
Great Diamond Partners, LLC766$307.3K0.09%−10−1.3%Reduced
Old National Bancorp768$308.0K0.01%+163+26.9%Added
Bleakley Financial Group, LLC768$308.2K0.01%+768New
Stokes Capital Advisors, LLC779$312.5K0.11%00.0%Unchanged
Parsons Capital Management Inc784$314.5K0.03%+34+4.5%Added
Cerity Partners LLC788$316.2K0.00%+788New
Paradigm Asset Management Co LLC800$321.0K0.09%+800New
Qsemble Capital Management, LP800$321.0K0.22%+800New
Spire Wealth Management813$326.0K0.02%−6−0.7%Reduced
Colony Group LLC813$326.0K0.00%00.0%Unchanged
CWM, LLC821$329.0K0.00%+249+43.5%Added
XTX Topco Ltd828$332.2K0.07%+828New
Haverford Trust Co836$335.4K0.00%00.0%Unchanged
Baldwin Investment Management, LLC841$337.4K0.06%+841New
Brady Family Wealth, LLC858$344.2K0.14%+858New
Beacon Investment Advisory Services, Inc.864$346.6K0.02%00.0%Unchanged
Tiaa, FSB864$346.6K0.00%+17+2.0%Added
MQS Management LLC868$348.3K0.24%+868New
Rowland & Co Investment Counsel860$349.1K0.09%00.0%Unchanged
Utah Peaks Capital Inc894$358.7K0.69%+894New
KCM Investment Advisors LLC899$361.0K0.02%00.0%Unchanged
Vestcor Inc901$361.0K0.01%+8+0.9%Added
Rockland Trust Co919$369.0K0.02%−7−0.8%Reduced
Symmetry Partners, LLC920$369.0K0.02%00.0%Unchanged
BI Asset Management Fondsmaeglerselskab A/S922$370.0K0.01%+922New
Raymond James Trust N.A.925$371.0K0.01%+59+6.8%Added
Eqis Capital Management, Inc.939$376.8K0.04%−8−0.8%Reduced
Versant Capital Management, Inc942$377.9K0.14%00.0%Unchanged
Precision Wealth Strategies, LLC956$383.6K0.40%−20−2.0%Reduced
Qtron Investments LLC961$385.6K0.08%00.0%Unchanged
Transamerica Financial Advisors, Inc.968$389.0K0.06%−311−24.3%Reduced
KLR Investment Advisors, LLC979$392.8K0.32%+979New
Credit Capital Investments LLC1,000$401.2K0.58%+1,000New
Miracle Mile Advisors, LLC1,008$404.4K0.01%+8+0.8%Added
Birch Hill Investment Advisors LLC1,012$406.0K0.03%00.0%Unchanged
Curated Wealth Partners LLC1,013$406.4K0.10%00.0%Unchanged
Oak Thistle LLC1,019$408.8K0.88%+1,019New
Desjardins Global Asset Management Inc.1,024$410.0K0.06%+49+5.0%Added
Fifth Third Bancorp1,024$410.8K0.00%+42+4.3%Added
Roberts Glore & Co Inc1,025$411.2K0.14%−84−7.6%Reduced
Covenant Partners, LLC1,030$413.2K0.17%00.0%Unchanged
Meeder Advisory Services, Inc.1,033$414.4K0.05%+1,033New
Hurlow Wealth Management Group, Inc.1,044$418.9K0.22%−227−17.9%Reduced
Alhambra Investment Partners LLC1,050$421.3K0.31%00.0%Unchanged
Palisade Asset Management, LLC1,050$421.3K0.05%+75+7.7%Added
Kennedy Capital Management, Inc.1,063$426.5K0.01%+1,063New
D.A. Davidson & Co.1,059$428.7K0.01%−28−2.6%Reduced
Vontobel Holding Ltd.1,120$441.9K0.00%+98+9.6%Added
Blueshift Asset Management, LLC1,105$443.3K0.21%+1,105New
HM Payson & Co1,106$443.7K0.01%−42−3.7%Reduced
EP Wealth Advisors, LLC1,107$444.1K0.01%+1,107New
Veritable, L.P.1,107$444.1K0.01%+223+25.2%Added
Gotham Asset Management, LLC1,110$445.3K0.01%+1,110New
Websterrogers Financial Advisors, LLC1,118$448.6K0.22%00.0%Unchanged
Meridian Wealth Management, LLC1,126$451.6K0.04%+1,126New
Ballentine Partners, LLC1,140$457.4K0.01%−18−1.6%Reduced
Guardian Capital LP1,142$458.2K0.02%+219+23.7%Added
KB Financial Partners, LLC1,149$461.0K0.16%+16+1.4%Added
Dean Investment Associates, LLC1,165$467.4K0.08%−6−0.5%Reduced
J. W. Coons Advisors, LLC1,175$471.4K0.14%+159+15.6%Added
Portman Square Capital LLP1,175$471.4K0.23%+1,175New
Federation des caisses Desjardins du Quebec1,176$471.8K0.01%+156+15.3%Added
LMCG Investments, LLC1,189$477.0K0.03%00.0%Unchanged
Northwestern Mutual Investment Management Company, LLC1,194$479.0K0.01%−217−15.4%Reduced
Douglass Winthrop Advisors, LLC1,196$480.0K0.01%−78−6.1%Reduced
Lincoln National Corp1,211$486.0K0.01%+6+0.5%Added
Mayflower Financial Advisors, LLC1,215$487.6K0.07%−1−0.1%Reduced
SkyView Investment Advisors, LLC1,226$492.0K0.15%+25+2.1%Added
Kestra Advisory Services, LLC1,243$498.7K0.00%+618+98.9%Added
Allstate Corp1,246$499.9K0.02%+51+4.3%Added
Allstate Investment Management Co1,246$499.9K0.02%+1,246New
Contravisory Investment Management, Inc.1,272$510.3K0.14%+158+14.2%Added
Quantum Private Wealth, LLC1,281$514.0K0.33%00.0%Unchanged
Connolly Sarah T.1,285$515.6K0.35%−45−3.4%Reduced