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 |
|---|---|---|---|---|---|
| Coldstream Capital Management Inc | 1,295 | $519.7K | 0.02% | +1,295 | New |
| Balentine LLC | 1,297 | $520.4K | 0.02% | +56+4.5% | Added |
| Banque Cantonale Vaudoise | 1,300 | $521.0K | 0.03% | −900−40.9% | Reduced |
| Avantax Advisory Services, Inc. | 1,320 | $529.7K | 0.01% | +534+67.9% | Added |
| Wesbanco Bank Inc | 1,330 | $534.0K | 0.02% | +1,330 | New |
| Axxcess Wealth Management, LLC | 1,331 | $534.2K | 0.04% | +1,331 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,334 | $535.2K | 0.04% | 00.0% | Unchanged |
| MML Investors Services, LLC | 1,342 | $539.0K | 0.00% | −20−1.5% | Reduced |
| GYL Financial Synergies, LLC | 1,356 | $544.0K | 0.12% | +5+0.4% | Added |
| Inceptionr LLC | 1,358 | $544.8K | 0.29% | +1,358 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 1,361 | $546.0K | 0.05% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 1,368 | $548.9K | 0.03% | +190+16.1% | Added |
| MAI Capital Management | 1,373 | $550.8K | 0.01% | −85−5.8% | Reduced |
| Oppenheimer Asset Management Inc. | 1,379 | $553.3K | 0.01% | −103−7.0% | Reduced |
| Kula Investments, LLC | 1,390 | $557.7K | 0.20% | +1,390 | New |
| Horizon Investments, LLC | 1,395 | $560.0K | 0.02% | −4−0.3% | Reduced |
| Knowledge Leaders Capital, LLC | 1,414 | $567.3K | 0.75% | +410+40.8% | Added |
| Seven Eight Capital, LP | 1,417 | $568.5K | 0.15% | +1,417 | New |
| Pathstone Family Office, LLC | 2,069 | $573.3K | 0.01% | +431+26.3% | Added |
| FourThought Financial Partners, LLC | 1,430 | $573.9K | 0.08% | +1,430 | New |
| HBK Sorce Advisory LLC | 1,432 | $575.0K | 0.02% | +364+34.1% | Added |
| Mitchell & Pahl Private Wealth, LLC | 1,440 | $577.7K | 0.38% | +111+8.4% | Added |
| Impax Asset Management Group plc | 1,459 | $585.4K | 0.00% | −225−13.4% | Reduced |
| Jane Street Group, LLC | 1,463 | $587.0K | 0.00% | −11,240−88.5% | Reduced |
| Kestra Private Wealth Services, LLC | 1,465 | $587.8K | 0.03% | +200+15.8% | Added |
| Haverford Financial Services, Inc. | 1,485 | $595.8K | 0.16% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 1,500 | $601.8K | 0.02% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 1,504 | $603.0K | 0.01% | +854+131.4% | Added |
| Shepherd Financial Partners LLC | 1,506 | $604.0K | 0.11% | +2+0.1% | Added |
| Mattern Wealth Management LLC | 1,507 | $604.6K | 0.24% | +89+6.3% | Added |
| Snowden Capital Advisors LLC | 1,518 | $609.0K | 0.03% | −286−15.9% | Reduced |
| Zeke Capital Advisors, LLC | 1,538 | $617.1K | 0.04% | +1,538 | New |
| E. Ohman J:or Asset Management AB | 1,554 | $623.5K | 0.03% | +100+6.9% | Added |
| Teza Capital Management LLC | 1,585 | $635.9K | 0.12% | +1,585 | New |
| Gyon Technologies Capital Management, LP | 1,590 | $637.9K | 0.24% | −2,199−58.0% | Reduced |
| Synovus Financial Corp | 1,605 | $643.9K | 0.01% | +727+82.8% | Added |
| Heartland Bank & Trust Co | 1,606 | $644.3K | 0.48% | +156+10.8% | Added |
| Cerro Pacific Wealth Advisors LLC | 1,622 | $650.8K | 0.35% | −2−0.1% | Reduced |
| Davenport & Co LLC | 1,623 | $651.0K | 0.01% | −17−1.0% | Reduced |
| Lindenwold Advisors | 1,630 | $654.0K | 0.44% | −159−8.9% | Reduced |
| Metis Global Partners, LLC | 1,639 | $657.6K | 0.06% | +770+88.6% | Added |
| Cetera Investment Advisers | 1,659 | $665.8K | 0.01% | +532+47.2% | Added |
| Institute for Wealth Management, LLC. | 1,701 | $682.3K | 0.15% | −45−2.6% | Reduced |
| Tobam | 1,713 | $687.0K | 0.05% | −68−3.8% | Reduced |
| GWM Advisors LLC | 4,713 | $689.3K | 0.02% | +398+9.2% | Added |
| Norinchukin Bank, The | 1,741 | $698.5K | 0.02% | −392−18.4% | Reduced |
| Northwest Investment Counselors, LLC | 1,742 | $698.9K | 0.20% | −50−2.8% | Reduced |
| Burney Co | 1,759 | $705.7K | 0.04% | −320−15.4% | Reduced |
| Kenfarb & Co. | 1,765 | $708.1K | 0.63% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 1,785 | $716.2K | 0.02% | +1,785 | New |
| Stratos Wealth Partners, LTD. | 1,789 | $717.9K | 0.02% | +20+1.1% | Added |
| New Mexico Educational Retirement Board | 1,800 | $722.0K | 0.04% | −100−5.3% | Reduced |
| Conestoga Capital Advisors, LLC | 1,808 | $725.4K | 0.01% | −10−0.6% | Reduced |
| Petrus Trust Company, LTA | 1,816 | $728.6K | 0.09% | +640+54.4% | Added |
| Stock Yards Bank & Trust Co | 1,831 | $735.0K | 0.03% | −25−1.3% | Reduced |
| Unigestion Holding SA | 1,810 | $735.8K | 0.04% | −223−11.0% | Reduced |
| Calamos Advisors LLC | 1,847 | $741.0K | 0.00% | −1,223−39.8% | Reduced |
| Diversified Trust Co | 1,853 | $743.0K | 0.03% | +372+25.1% | Added |
| Procyon Private Wealth Partners, LLC | 1,868 | $749.3K | 0.14% | +114+6.5% | Added |
| Valmark Advisers, Inc. | 1,927 | $773.1K | 0.02% | −35−1.8% | Reduced |
| Ossiam | 1,930 | $774.3K | 0.02% | −2,030−51.3% | Reduced |
| Arkadios Wealth Advisors | 1,935 | $776.2K | 0.10% | +17+0.9% | Added |
| Walleye Trading LLC | 1,941 | $778.7K | 0.02% | −1,265−39.5% | Reduced |
| Assenagon Asset Management S.A. | 1,941 | $779.0K | 0.00% | +165+9.3% | Added |
| Legacy Advisors, LLC | 1,981 | $794.8K | 0.15% | +623+45.9% | Added |
| Mercer Global Advisors Inc | 1,999 | $802.0K | 0.00% | −66−3.2% | Reduced |
| Liontrust Investment Partners LLP | 2,000 | $802.4K | 0.01% | −2,000−50.0% | Reduced |
| Stratos Wealth Advisors, LLC | 2,017 | $809.6K | 0.07% | +6+0.3% | Added |
| Acrisure Capital Management, LLC | 2,035 | $816.5K | 0.90% | +2,035 | New |
| Cognios Beta Neutral Large Cap Fund, LP | 2,101 | $842.9K | 0.81% | +2,101 | New |
| McDonald Partners LLC | 2,109 | $846.3K | 0.29% | −167−7.3% | Reduced |
| Prudential PLC | 2,126 | $853.0K | 0.01% | +1,044+96.5% | Added |
| Westwood Holdings Group Inc. | 2,126 | $853.0K | 0.01% | −308−12.7% | Reduced |
| Metropolitan Life Insurance Co | 2,151 | $863.0K | 0.04% | −65−2.9% | Reduced |
| Provident Investment Management, Inc. | 2,179 | $874.2K | 0.10% | 00.0% | Unchanged |
| Henshaw Capital LLC | 2,195 | $880.7K | 0.06% | +4+0.2% | Added |
| Allspring Global Investments Holdings, LLC | 2,199 | $882.3K | 0.00% | −3,822−63.5% | Reduced |
| Trail Ridge Investment Advisors, LLC | 2,200 | $882.7K | 0.61% | 00.0% | Unchanged |
| Argent Capital Management LLC | 2,200 | $882.7K | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,210 | $886.6K | 0.00% | +185+9.1% | Added |
| TrimTabs Asset Management, LLC | 2,251 | $903.1K | 0.59% | −48−2.1% | Reduced |
| Wealthfront Advisers LLC | 2,254 | $904.3K | 0.00% | +166+8.0% | Added |
| D.B. Root & Company, LLC | 2,283 | $916.0K | 0.39% | +857+60.1% | Added |
| Creative Planning | 2,299 | $922.5K | 0.00% | +126+5.8% | Added |
| PDT Partners, LLC | 2,303 | $924.0K | 0.15% | −17−0.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,331 | $935.0K | 0.00% | −221−8.7% | Reduced |
| Coastal Capital Group, Inc. | 2,353 | $941.3K | 0.27% | +10.0% | Added |
| Resources Investment Advisors, LLC. | 2,361 | $947.4K | 0.03% | +4+0.2% | Added |
| Connable Office Inc | 2,390 | $959.0K | 0.14% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 2,395 | $961.1K | 0.01% | +1,159+93.8% | Added |
| CIBC World Markets Inc. | 2,414 | $969.0K | 0.00% | +14+0.6% | Added |
| Ethic Inc. | 2,442 | $979.8K | 0.05% | −44−1.8% | Reduced |
| Coastline Trust Co | 2,445 | $981.0K | 0.15% | −3,525−59.0% | Reduced |
| Seeyond | 2,448 | $982.2K | 0.10% | −1,625−39.9% | Reduced |
| Ergoteles LLC | 2,466 | $989.4K | 0.04% | +2,466 | New |
| Twin Capital Management Inc | 2,483 | $996.0K | 0.13% | −1,278−34.0% | Reduced |
| Ninety One SA (PTY) Ltd | 2,497 | $1.00M | 0.33% | +573+29.8% | Added |
| Louisiana State Employees Retirement System | 2,500 | $1.00M | 0.03% | +100+4.2% | Added |
| First Financial Bank - Trust Division | 2,512 | $1.01M | 0.11% | −52−2.0% | Reduced |
| FDx Advisors, Inc. | 2,533 | $1.02M | 0.04% | −523−17.1% | Reduced |