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 |
|---|---|---|---|---|---|
| Marshall Financial Group LLC | 2,547 | $1.02M | 0.40% | −6−0.2% | Reduced |
| Glenmede Trust Co NA | 2,560 | $1.03M | 0.01% | −1,469−36.5% | Reduced |
| Voloridge Investment Management, LLC | 2,587 | $1.04M | 0.01% | +2,587 | New |
| Hussman Strategic Advisors, Inc. | 2,600 | $1.04M | 0.17% | −3,600−58.1% | Reduced |
| Manchester Capital Management LLC | 2,604 | $1.04M | 0.15% | +2,570+7,558.8% | Added |
| Blair William & Co | 2,702 | $1.08M | 0.00% | −125−4.4% | Reduced |
| Hartford Investment Management Co | 2,771 | $1.11M | 0.03% | −845−23.4% | Reduced |
| Naples Global Advisors, LLC | 2,805 | $1.13M | 0.14% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 2,848 | $1.15M | 0.02% | −7,547−72.6% | Reduced |
| Spinnaker Trust | 2,922 | $1.17M | 0.09% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 2,925 | $1.17M | 0.25% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 2,943 | $1.18M | 0.03% | +2,943 | New |
| Achmea Investment Management B.V. | 3,153 | $1.19M | 0.04% | 00.0% | Unchanged |
| Natixis | 2,963 | $1.19M | 0.01% | +625+26.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 2,970 | $1.19M | 0.02% | +30+1.0% | Added |
| Kentucky Retirement Systems | 2,986 | $1.20M | 0.05% | +13+0.4% | Added |
| Macquarie Group Ltd | 2,990 | $1.20M | 0.00% | −524−14.9% | Reduced |
| Bridgeway Capital Management, LLC | 3,000 | $1.20M | 0.03% | −5,950−66.5% | Reduced |
| Advisory Services Network, LLC | 3,003 | $1.20M | 0.04% | −590−16.4% | Reduced |
| Venturi Wealth Management, LLC | 3,018 | $1.21M | 0.11% | −25−0.8% | Reduced |
| Prospera Financial Services Inc | 3,030 | $1.22M | 0.06% | −4,344−58.9% | Reduced |
| Capital Investment Services of America, Inc. | 3,040 | $1.22M | 0.16% | −260−7.9% | Reduced |
| K.J. Harrison & Partners Inc | 2,250 | $1.22M | 0.24% | 00.0% | Unchanged |
| Westpac Banking Corp | 3,081 | $1.24M | 0.02% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 3,107 | $1.25M | 0.06% | −39−1.2% | Reduced |
| Bank of Nova Scotia | 3,112 | $1.25M | 0.00% | +7+0.2% | Added |
| Versor Investments LP | 3,113 | $1.25M | 0.11% | +3,113 | New |
| Candriam Luxembourg S.C.A. | 3,191 | $1.28M | 0.01% | −152−4.5% | Reduced |
| AdvisorShares Investments LLC | 3,212 | $1.29M | 0.36% | +351+12.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 3,065 | $1.29M | 0.02% | +3,065 | New |
| Strong Tower Advisory Services | 3,231 | $1.30M | 0.78% | +25+0.8% | Added |
| Securian Asset Management, Inc | 3,328 | $1.34M | 0.04% | +100+3.1% | Added |
| British Columbia Investment Management Corp | 3,363 | $1.35M | 0.01% | −385−10.3% | Reduced |
| Verition Fund Management LLC | 3,392 | $1.36M | 0.03% | +3,392 | New |
| PFG Advisors | 3,396 | $1.36M | 0.13% | −30−0.9% | Reduced |
| Jefferies Financial Group Inc. | 3,427 | $1.37M | 0.02% | +3,427 | New |
| Donoghue Forlines LLC | 3,438 | $1.38M | 0.49% | +1,212+54.4% | Added |
| Axiom Investors LLC | 3,440 | $1.38M | 0.03% | +293+9.3% | Added |
| AE Wealth Management LLC | 3,446 | $1.38M | 0.01% | +26+0.8% | Added |
| Teachers Retirement System of the State of Kentucky | 3,456 | $1.39M | 0.01% | 00.0% | Unchanged |
| Pensionfund Sabic | 3,500 | $1.40M | 0.46% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 3,519 | $1.41M | 0.00% | +152+4.5% | Added |
| CI Private Wealth, LLC | 3,696 | $1.49M | 0.01% | +3,696 | New |
| Taylor Frigon Capital Management LLC | 3,747 | $1.50M | 0.85% | −326−8.0% | Reduced |
| Panagora Asset Management Inc | 3,783 | $1.52M | 0.01% | +1,345+55.2% | Added |
| HRT Financial LP | 3,835 | $1.54M | 0.02% | +1,490+63.5% | Added |
| FORA Capital, LLC | 3,911 | $1.57M | 0.25% | +3,911 | New |
| ICW Investment Advisors LLC | 3,948 | $1.58M | 0.95% | +20+0.5% | Added |
| Guggenheim Capital LLC | 3,962 | $1.59M | 0.01% | +731+22.6% | Added |
| Formidable Asset Management, LLC | 3,995 | $1.60M | 0.36% | −266−6.2% | Reduced |
| Crossmark Global Holdings, Inc. | 3,996 | $1.60M | 0.04% | +312+8.5% | Added |
| LWM Advisory Services, LLC | 4,000 | $1.60M | 1.77% | −16−0.4% | Reduced |
| Abner Herrman & Brock LLC | 4,000 | $1.60M | 0.25% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 4,020 | $1.61M | 0.82% | +34+0.9% | Added |
| Van Eck Associates Corp | 4,170 | $1.67M | 0.00% | −884−17.5% | Reduced |
| Nissay Asset Management Corp | 4,202 | $1.69M | 0.02% | −407−8.8% | Reduced |
| Stonnington Group, LLC | 4,179 | $1.71M | 0.47% | −350−7.7% | Reduced |
| Ameritas Investment Partners, Inc. | 4,238 | $1.71M | 0.07% | +270+6.8% | Added |
| Kempen Capital Management N.V. | 4,293 | $1.72M | 0.05% | +420+10.8% | Added |
| Natixis Investment Managers International | 4,342 | $1.74M | 0.13% | −175−3.9% | Reduced |
| Wolf Group Capital Advisors | 4,356 | $1.75M | 0.82% | −2,633−37.7% | Reduced |
| Profit Investment Management, LLC | 4,443 | $1.78M | 1.25% | 00.0% | Unchanged |
| Shell Asset Management Co | 4,445 | $1.78M | 0.08% | +1,377+44.9% | Added |
| Czech National Bank | 4,459 | $1.79M | 0.05% | +45+1.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,520 | $1.81M | 0.02% | −15−0.3% | Reduced |
| Public Employees Retirement Association of Colorado | 4,585 | $1.84M | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 4,644 | $1.86M | 0.08% | −364−7.3% | Reduced |
| AQR Capital Management LLC | 4,679 | $1.88M | 0.00% | −7,261−60.8% | Reduced |
| Logan Capital Management Inc | 4,784 | $1.92M | 0.10% | −68−1.4% | Reduced |
| First Hawaiian Bank | 4,804 | $1.93M | 0.07% | +680+16.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 4,906 | $1.97M | 0.05% | −108−2.2% | Reduced |
| Captrust Financial Advisors | 4,971 | $1.99M | 0.01% | +341+7.4% | Added |
| 2Xideas AG | 5,024 | $2.02M | 0.21% | −79−1.5% | Reduced |
| Bokf, NA | 5,054 | $2.03M | 0.04% | −70−1.4% | Reduced |
| Aurora Investment Managers, LLC. | 5,099 | $2.05M | 2.05% | −100−1.9% | Reduced |
| First Personal Financial Services | 5,100 | $2.05M | 0.55% | −156−3.0% | Reduced |
| Engineers Gate Manager LP | 5,206 | $2.09M | 0.13% | +4,329+493.6% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 5,213 | $2.09M | 0.03% | −7,306−58.4% | Reduced |
| Handelsbanken Fonder AB | 5,251 | $2.11M | 0.01% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 5,280 | $2.12M | 1.66% | 00.0% | Unchanged |
| Wellington Management Group LLP | 5,309 | $2.13M | 0.00% | −544−9.3% | Reduced |
| CIBC Asset Management Inc | 5,332 | $2.14M | 0.01% | +317+6.3% | Added |
| New York Life Investment Management LLC | 5,380 | $2.16M | 0.02% | +24+0.4% | Added |
| PEAK6 Investments LLC | 5,409 | $2.17M | 0.12% | +4,776+754.5% | Added |
| Texas Permanent School Fund | 5,413 | $2.17M | 0.03% | +39+0.7% | Added |
| Mutual of America Capital Management LLC | 5,441 | $2.18M | 0.03% | +184+3.5% | Added |
| Baker Tilly Wealth Management, LLC | 5,498 | $2.21M | 0.27% | +492+9.8% | Added |
| Winton Group Ltd | 5,514 | $2.21M | 0.15% | +1,075+24.2% | Added |
| Yousif Capital Management, LLC | 5,546 | $2.23M | 0.03% | −305−5.2% | Reduced |
| DuPont Capital Management Corp | 5,614 | $2.25M | 0.11% | −840−13.0% | Reduced |
| PGGM Investments | 5,734 | $2.30M | 0.04% | −356−5.8% | Reduced |
| Kingsview Wealth Management, LLC | 5,762 | $2.31M | 0.10% | −170−2.9% | Reduced |
| State of Tennessee, Treasury Department | 5,836 | $2.34M | 0.01% | −4,555−43.8% | Reduced |
| IFM Investors Pty Ltd | 5,876 | $2.36M | 0.04% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 5,994 | $2.40M | 0.03% | −2,967−33.1% | Reduced |
| Bright Rock Capital Management, LLC | 6,000 | $2.41M | 0.62% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 6,103 | $2.45M | 0.63% | +1,219+25.0% | Added |
| NewEdge Wealth, LLC | 6,155 | $2.47M | 0.11% | +77+1.3% | Added |
| Comerica Bank | 5,908 | $2.53M | 0.02% | +20+0.3% | Added |
| Dynamic Technology Lab Private Ltd | 6,381 | $2.56M | 0.26% | +6,381 | New |