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 |
|---|---|---|---|---|---|
| Beacon Investment Advisory Services, Inc. | 864 | $346.6K | 0.02% | 00.0% | Unchanged |
| Tiaa, FSB | 864 | $346.6K | 0.00% | +17+2.0% | Added |
| Brady Family Wealth, LLC | 858 | $344.2K | 0.14% | +858 | New |
| Baldwin Investment Management, LLC | 841 | $337.4K | 0.06% | +841 | New |
| Haverford Trust Co | 836 | $335.4K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 828 | $332.2K | 0.07% | +828 | New |
| CWM, LLC | 821 | $329.0K | 0.00% | +249+43.5% | Added |
| Spire Wealth Management | 813 | $326.0K | 0.02% | −6−0.7% | Reduced |
| Colony Group LLC | 813 | $326.0K | 0.00% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 800 | $321.0K | 0.09% | +800 | New |
| Qsemble Capital Management, LP | 800 | $321.0K | 0.22% | +800 | New |
| Cerity Partners LLC | 788 | $316.2K | 0.00% | +788 | New |
| Parsons Capital Management Inc | 784 | $314.5K | 0.03% | +34+4.5% | Added |
| Stokes Capital Advisors, LLC | 779 | $312.5K | 0.11% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 768 | $308.2K | 0.01% | +768 | New |
| Old National Bancorp | 768 | $308.0K | 0.01% | +163+26.9% | Added |
| Great Diamond Partners, LLC | 766 | $307.3K | 0.09% | −10−1.3% | Reduced |
| Fairfield, Bush & Co. | 760 | $304.9K | 0.20% | +760 | New |
| Dumont & Blake Investment Advisors LLC | 757 | $304.0K | 0.11% | +1+0.1% | Added |
| Milestone Advisory Partners | 750 | $300.9K | 0.22% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 747 | $300.0K | 0.00% | −1,990−72.7% | Reduced |
| Wetherby Asset Management Inc | 745 | $298.9K | 0.02% | −30−3.9% | Reduced |
| Alliance Wealth Advisors, LLC | 734 | $294.5K | 0.13% | +734 | New |
| Quantamental Technologies LLC | 731 | $293.3K | 0.13% | +731 | New |
| Apella Capital, LLC | 729 | $292.5K | 0.03% | 00.0% | Unchanged |
| Apeiron RIA LLC | 726 | $291.4K | 0.11% | +12+1.7% | Added |
| Sentry Investment Management LLC | 717 | $288.0K | 0.13% | +339+89.7% | Added |
| Tower Research Capital LLC (TRC) | 715 | $287.0K | 0.01% | −2,986−80.7% | Reduced |
| Strategy Asset Managers LLC | 714 | $286.0K | 0.07% | −14−1.9% | Reduced |
| Alps Advisors Inc | 710 | $284.9K | 0.00% | +3+0.4% | Added |
| SYSTM Wealth Solutions LLC | 709 | $284.5K | 0.04% | +709 | New |
| Veriti Management LLC | 700 | $280.9K | 0.04% | −87−11.1% | Reduced |
| Sequoia Financial Advisors, LLC | 700 | $280.8K | 0.01% | +198+39.4% | Added |
| Boston Private Wealth LLC | 693 | $278.1K | 0.00% | +5+0.7% | Added |
| Williams Jones Wealth Management, LLC. | 693 | $278.0K | 0.00% | +3+0.4% | Added |
| Tokio Marine Asset Management Co Ltd | 693 | $278.0K | 0.02% | +43+6.6% | Added |
| Motley Fool Asset Management LLC | 685 | $274.8K | 0.03% | −62−8.3% | Reduced |
| Fort Washington Investment Advisors Inc | 672 | $270.0K | 0.00% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 668 | $268.0K | 0.26% | −4−0.6% | Reduced |
| Checchi Capital Advisers, LLC | 666 | $267.2K | 0.03% | −47−6.6% | Reduced |
| Greenleaf Trust | 658 | $264.0K | 0.00% | −70−9.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 658 | $264.0K | 0.00% | −476−42.0% | Reduced |
| Seelaus Asset Management LLC | 655 | $263.0K | 0.20% | 00.0% | Unchanged |
| Martingale Asset Management L P | 655 | $262.8K | 0.01% | −1,816−73.5% | Reduced |
| Two Sigma Securities, LLC | 653 | $262.0K | 0.04% | +127+24.1% | Added |
| Belpointe Asset Management LLC | 650 | $260.6K | 0.02% | +137+26.7% | Added |
| Keybank National Association | 645 | $258.8K | 0.00% | +78+13.8% | Added |
| Kolinsky Wealth Management, LLC | 630 | $253.0K | 0.29% | +6+1.0% | Added |
| Pendal Group Limited | 629 | $252.4K | 0.00% | +629 | New |
| 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 |
| Sawtooth Solutions, LLC | 621 | $249.2K | 0.03% | +61+10.9% | Added |
| Hall Laurie J Trustee | 616 | $247.0K | 0.11% | 00.0% | Unchanged |
| Bennett Selby Investments LP | 615 | $247.0K | 0.19% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 605 | $242.7K | 0.01% | 00.0% | Unchanged |
| Ieq Capital, LLC | 605 | $242.7K | 0.01% | −234−27.9% | Reduced |
| Stokes Family Office, LLC | 594 | $238.3K | 0.03% | −41−6.5% | Reduced |
| AMG National Trust Bank | 585 | $234.7K | 0.01% | −575−49.6% | Reduced |
| Intrust Bank NA | 577 | $231.5K | 0.03% | 00.0% | Unchanged |
| 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 |
| Stanley-Laman Group, Ltd. | 567 | $227.5K | 0.04% | +5+0.9% | Added |
| Intrua Financial, LLC | 537 | $226.3K | 0.05% | +537 | New |
| Perigon Wealth Management, LLC | 563 | $225.9K | 0.01% | +563 | New |
| Diversified, LLC | 561 | $225.1K | 0.09% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 560 | $224.8K | 0.27% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 553 | $221.9K | 0.00% | +553 | New |
| Camden Capital, LLC | 548 | $220.0K | 0.03% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 544 | $218.3K | 0.05% | −371−40.5% | Reduced |
| Peapack Gladstone Financial Corp | 544 | $218.0K | 0.00% | −6−1.1% | Reduced |
| Smith Shellnut Wilson LLC | 542 | $217.5K | 0.13% | −14−2.5% | Reduced |
| DoubleLine ETF Adviser LP | 537 | $215.4K | 0.11% | +537 | New |
| Gamco Investors, Inc. Et Al | 530 | $212.6K | 0.00% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 528 | $211.8K | 0.04% | 00.0% | Unchanged |
| Telemus Capital, LLC | 523 | $211.5K | 0.02% | −23−4.2% | Reduced |
| Stevens Capital Management LP | 527 | $211.0K | 0.13% | −24−4.4% | Reduced |
| Empirical Finance, LLC | 520 | $208.6K | 0.02% | +520 | New |
| Harbor Investment Advisory, LLC | 512 | $205.4K | 0.03% | +37+7.8% | Added |
| Tilia Fiduciary Partners, Inc. | 511 | $205.0K | 0.20% | 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 |
| Delta Asset Management LLC | 510 | $204.6K | 0.02% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 509 | $204.2K | 0.16% | +509 | New |
| 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 |
| Estabrook Capital Management | 467 | $187.4K | 0.03% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 431 | $173.0K | 0.00% | +431 | New |
| Signaturefd, LLC | 412 | $165.3K | 0.00% | +39+10.5% | Added |
| Farmers & Merchants Investments Inc | 411 | $164.9K | 0.01% | +1+0.2% | Added |
| PrairieView Partners, LLC | 400 | $160.0K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 390 | $156.0K | 0.00% | +165+73.3% | Added |
| Central Trust Co | 367 | $147.2K | 0.00% | −385−51.2% | Reduced |
| Caldwell Trust Co | 357 | $143.2K | 0.02% | −135−27.4% | Reduced |
| Bessemer Group Inc | 351 | $141.0K | 0.00% | −514−59.4% | Reduced |
| First Horizon Advisors, Inc. | 336 | $135.1K | 0.00% | −1−0.3% | Reduced |
| Zullo Investment Group, Inc. | 315 | $126.4K | 0.08% | −6−1.9% | Reduced |
| Riverview Trust Co | 301 | $121.0K | 0.11% | 00.0% | Unchanged |
| Ci Investments Inc. | 284 | $114.0K | 0.00% | +34+13.6% | Added |
| Money Concepts Capital Corp | 265 | $106.3K | 0.00% | +189+248.7% | Added |