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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
Institute for Wealth Management, LLC.1,701$682.3K0.15%−45−2.6%Reduced
Cetera Investment Advisers1,659$665.8K0.01%+532+47.2%Added
Metis Global Partners, LLC1,639$657.6K0.06%+770+88.6%Added
Lindenwold Advisors1,630$654.0K0.44%−159−8.9%Reduced
Davenport & Co LLC1,623$651.0K0.01%−17−1.0%Reduced
Cerro Pacific Wealth Advisors LLC1,622$650.8K0.35%−2−0.1%Reduced
Heartland Bank & Trust Co1,606$644.3K0.48%+156+10.8%Added
Synovus Financial Corp1,605$643.9K0.01%+727+82.8%Added
Gyon Technologies Capital Management, LP1,590$637.9K0.24%−2,199−58.0%Reduced
Teza Capital Management LLC1,585$635.9K0.12%+1,585New
E. Ohman J:or Asset Management AB1,554$623.5K0.03%+100+6.9%Added
Zeke Capital Advisors, LLC1,538$617.1K0.04%+1,538New
Snowden Capital Advisors LLC1,518$609.0K0.03%−286−15.9%Reduced
Mattern Wealth Management LLC1,507$604.6K0.24%+89+6.3%Added
Shepherd Financial Partners LLC1,506$604.0K0.11%+2+0.1%Added
Wolverine Trading, LLC1,504$603.0K0.01%+854+131.4%Added
Anchor Capital Advisors LLC1,500$601.8K0.02%00.0%Unchanged
Haverford Financial Services, Inc.1,485$595.8K0.16%00.0%Unchanged
Kestra Private Wealth Services, LLC1,465$587.8K0.03%+200+15.8%Added
Jane Street Group, LLC1,463$587.0K0.00%−11,240−88.5%Reduced
Impax Asset Management Group plc1,459$585.4K0.00%−225−13.4%Reduced
Mitchell & Pahl Private Wealth, LLC1,440$577.7K0.38%+111+8.4%Added
HBK Sorce Advisory LLC1,432$575.0K0.02%+364+34.1%Added
FourThought Financial Partners, LLC1,430$573.9K0.08%+1,430New
Pathstone Family Office, LLC2,069$573.3K0.01%+431+26.3%Added
Seven Eight Capital, LP1,417$568.5K0.15%+1,417New
Knowledge Leaders Capital, LLC1,414$567.3K0.75%+410+40.8%Added
Horizon Investments, LLC1,395$560.0K0.02%−4−0.3%Reduced
Kula Investments, LLC1,390$557.7K0.20%+1,390New
Oppenheimer Asset Management Inc.1,379$553.3K0.01%−103−7.0%Reduced
MAI Capital Management1,373$550.8K0.01%−85−5.8%Reduced
Advisor Partners II, LLC1,368$548.9K0.03%+190+16.1%Added
Kentucky Retirement Systems Insurance Trust Fund1,361$546.0K0.05%00.0%Unchanged
Inceptionr LLC1,358$544.8K0.29%+1,358New
GYL Financial Synergies, LLC1,356$544.0K0.12%+5+0.4%Added
MML Investors Services, LLC1,342$539.0K0.00%−20−1.5%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1,334$535.2K0.04%00.0%Unchanged
Axxcess Wealth Management, LLC1,331$534.2K0.04%+1,331New
Wesbanco Bank Inc1,330$534.0K0.02%+1,330New
Avantax Advisory Services, Inc.1,320$529.7K0.01%+534+67.9%Added
Banque Cantonale Vaudoise1,300$521.0K0.03%−900−40.9%Reduced
Balentine LLC1,297$520.4K0.02%+56+4.5%Added
Coldstream Capital Management Inc1,295$519.7K0.02%+1,295New
Connolly Sarah T.1,285$515.6K0.35%−45−3.4%Reduced
Quantum Private Wealth, LLC1,281$514.0K0.33%00.0%Unchanged
Contravisory Investment Management, Inc.1,272$510.3K0.14%+158+14.2%Added
Allstate Corp1,246$499.9K0.02%+51+4.3%Added
Allstate Investment Management Co1,246$499.9K0.02%+1,246New
Kestra Advisory Services, LLC1,243$498.7K0.00%+618+98.9%Added
SkyView Investment Advisors, LLC1,226$492.0K0.15%+25+2.1%Added
Mayflower Financial Advisors, LLC1,215$487.6K0.07%−1−0.1%Reduced
Lincoln National Corp1,211$486.0K0.01%+6+0.5%Added
Douglass Winthrop Advisors, LLC1,196$480.0K0.01%−78−6.1%Reduced
Northwestern Mutual Investment Management Company, LLC1,194$479.0K0.01%−217−15.4%Reduced
LMCG Investments, LLC1,189$477.0K0.03%00.0%Unchanged
Federation des caisses Desjardins du Quebec1,176$471.8K0.01%+156+15.3%Added
J. W. Coons Advisors, LLC1,175$471.4K0.14%+159+15.6%Added
Portman Square Capital LLP1,175$471.4K0.23%+1,175New
Dean Investment Associates, LLC1,165$467.4K0.08%−6−0.5%Reduced
KB Financial Partners, LLC1,149$461.0K0.16%+16+1.4%Added
Guardian Capital LP1,142$458.2K0.02%+219+23.7%Added
Ballentine Partners, LLC1,140$457.4K0.01%−18−1.6%Reduced
Meridian Wealth Management, LLC1,126$451.6K0.04%+1,126New
Websterrogers Financial Advisors, LLC1,118$448.6K0.22%00.0%Unchanged
Gotham Asset Management, LLC1,110$445.3K0.01%+1,110New
Veritable, L.P.1,107$444.1K0.01%+223+25.2%Added
EP Wealth Advisors, LLC1,107$444.1K0.01%+1,107New
HM Payson & Co1,106$443.7K0.01%−42−3.7%Reduced
Blueshift Asset Management, LLC1,105$443.3K0.21%+1,105New
Vontobel Holding Ltd.1,120$441.9K0.00%+98+9.6%Added
D.A. Davidson & Co.1,059$428.7K0.01%−28−2.6%Reduced
Kennedy Capital Management, Inc.1,063$426.5K0.01%+1,063New
Alhambra Investment Partners LLC1,050$421.3K0.31%00.0%Unchanged
Palisade Asset Management, LLC1,050$421.3K0.05%+75+7.7%Added
Hurlow Wealth Management Group, Inc.1,044$418.9K0.22%−227−17.9%Reduced
Meeder Advisory Services, Inc.1,033$414.4K0.05%+1,033New
Covenant Partners, LLC1,030$413.2K0.17%00.0%Unchanged
Roberts Glore & Co Inc1,025$411.2K0.14%−84−7.6%Reduced
Fifth Third Bancorp1,024$410.8K0.00%+42+4.3%Added
Desjardins Global Asset Management Inc.1,024$410.0K0.06%+49+5.0%Added
Oak Thistle LLC1,019$408.8K0.88%+1,019New
Curated Wealth Partners LLC1,013$406.4K0.10%00.0%Unchanged
Birch Hill Investment Advisors LLC1,012$406.0K0.03%00.0%Unchanged
Miracle Mile Advisors, LLC1,008$404.4K0.01%+8+0.8%Added
Credit Capital Investments LLC1,000$401.2K0.58%+1,000New
KLR Investment Advisors, LLC979$392.8K0.32%+979New
Transamerica Financial Advisors, Inc.968$389.0K0.06%−311−24.3%Reduced
Qtron Investments LLC961$385.6K0.08%00.0%Unchanged
Precision Wealth Strategies, LLC956$383.6K0.40%−20−2.0%Reduced
Versant Capital Management, Inc942$377.9K0.14%00.0%Unchanged
Eqis Capital Management, Inc.939$376.8K0.04%−8−0.8%Reduced
Raymond James Trust N.A.925$371.0K0.01%+59+6.8%Added
BI Asset Management Fondsmaeglerselskab A/S922$370.0K0.01%+922New
Rockland Trust Co919$369.0K0.02%−7−0.8%Reduced
Symmetry Partners, LLC920$369.0K0.02%00.0%Unchanged
KCM Investment Advisors LLC899$361.0K0.02%00.0%Unchanged
Vestcor Inc901$361.0K0.01%+8+0.9%Added
Utah Peaks Capital Inc894$358.7K0.69%+894New
Rowland & Co Investment Counsel860$349.1K0.09%00.0%Unchanged
MQS Management LLC868$348.3K0.24%+868New