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 |
|---|---|---|---|---|---|
| MCF Advisors LLC | 264 | $105.9K | 0.01% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 263 | $105.5K | 0.00% | +263 | New |
| Capital Advisors, Ltd. LLC | 254 | $102.0K | 0.02% | −11−4.2% | Reduced |
| IFP Advisors, Inc | 441 | $97.0K | 0.00% | −792−64.2% | Reduced |
| Addison Advisors LLC | 225 | $90.3K | 0.05% | −8−3.4% | Reduced |
| Quadrant Capital Group LLC | 220 | $88.3K | 0.01% | −80−26.7% | Reduced |
| Parallel Advisors, LLC | 217 | $87.2K | 0.00% | −21−8.8% | Reduced |
| Farther Finance Advisors, LLC | 216 | $86.7K | 0.03% | +216 | New |
| Huntington National Bank | 209 | $83.9K | 0.00% | −6−2.8% | Reduced |
| Penserra Capital Management LLC | 197 | $78.0K | 0.00% | +16+8.8% | Added |
| Swedbank AB | 185 | $74.2K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 182 | $73.0K | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 170 | $68.0K | 0.03% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 169 | $67.8K | 0.00% | +160+1,777.8% | Added |
| Brown Brothers Harriman & Co | 165 | $66.2K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 150 | $60.2K | 0.03% | 00.0% | Unchanged |
| Sandy Spring Bank | 124 | $49.8K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 124 | $49.8K | 0.00% | +27+27.8% | Added |
| Goodwin Investment Advisory | 118 | $47.3K | 0.03% | 00.0% | Unchanged |
| Credit Agricole S A | 116 | $46.5K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 116 | $46.5K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 116 | $46.5K | 0.00% | +6+5.5% | Added |
| Cary Street Partner Investment Advisory LLC | 115 | $46.1K | 0.00% | +115 | New |
| Front Row Advisors LLC | 112 | $45.0K | 0.02% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 111 | $44.5K | 0.01% | +111 | New |
| Smithfield Trust Co | 105 | $43.0K | 0.00% | −30−22.2% | Reduced |
| Fred Alger Management, LLC | 107 | $42.9K | 0.00% | −10−8.5% | Reduced |
| Allworth Financial LP | 103 | $41.3K | 0.00% | −2−1.9% | Reduced |
| CVA Family Office, LLC | 103 | $41.3K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 103 | $41.3K | 0.01% | +103 | New |
| Glassman Wealth Services | 102 | $40.9K | 0.01% | +1+1.0% | Added |
| Pinnacle Financial Partners Inc | 100 | $40.1K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 100 | $40.0K | 0.05% | 00.0% | Unchanged |
| Alta Advisers Ltd | 100 | $40.0K | 0.02% | 00.0% | Unchanged |
| Cambridge Trust Co | 98 | $39.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 96 | $38.5K | 0.00% | +3+3.2% | Added |
| Washington Trust Advisors, Inc. | 92 | $36.9K | 0.00% | −156−62.9% | Reduced |
| Private Trust Co NA | 89 | $36.0K | 0.01% | −1−1.1% | Reduced |
| Pacer Advisors, Inc. | 88 | $35.3K | 0.00% | +10+12.8% | Added |
| CoreCap Advisors, LLC | 85 | $34.2K | 0.00% | +85 | New |
| Baldwin Brothers Inc | 85 | $34.1K | 0.00% | +85 | New |
| Eagle Bay Advisors LLC | 82 | $32.9K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 81 | $32.5K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 80 | $32.1K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 81 | $32.0K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 77 | $30.9K | 0.00% | +5+6.9% | Added |
| Altshuler Shaham Ltd | 76 | $30.5K | 0.00% | −71−48.3% | Reduced |
| Hartford Financial Management Inc. | 75 | $30.1K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 75 | $30.1K | 0.00% | +2+2.7% | Added |
| JJJ Advisors Inc. | 72 | $29.8K | 0.01% | −26−26.5% | Reduced |
| Baillie Gifford & Co | 72 | $28.9K | 0.00% | +11+18.0% | Added |
| AdvisorNet Financial, Inc | 68 | $27.3K | 0.00% | +7+11.5% | Added |
| Accurate Wealth Management, LLC | 66 | $27.0K | 0.01% | +66 | New |
| Motco | 67 | $26.9K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 66 | $26.5K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 65 | $26.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 64 | $25.5K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 62 | $24.9K | 0.01% | −69−52.7% | Reduced |
| Proequities, Inc. | 61 | $24.5K | 0.00% | +4+7.0% | Added |
| Clearstead Advisors, LLC | 60 | $24.1K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 60 | $24.0K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 60 | $24.0K | 0.02% | +60 | New |
| Dark Forest Capital Management LP | 55 | $22.1K | 0.01% | +55 | New |
| Resurgent Financial Advisors LLC | 55 | $22.1K | 0.01% | +55 | New |
| TD Waterhouse Canada Inc. | 52 | $21.1K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 53 | $21.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 52 | $20.9K | 0.00% | +52 | New |
| Capital Directions Investment Advisors, LLC | 50 | $20.1K | 0.01% | +50 | New |
| Harvest Fund Management Co., Ltd | 49 | $20.0K | 0.01% | −124−71.7% | Reduced |
| Delos Wealth Advisors, LLC | 49 | $19.7K | 0.03% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 46 | $18.5K | 0.00% | 00.0% | Unchanged |
| Comerica Securities,inc. | 45 | $18.1K | 0.00% | +45 | New |
| MV Capital Management, Inc. | 45 | $18.1K | 0.00% | +3+7.1% | Added |
| American National Bank | 44 | $18.0K | 0.00% | −22−33.3% | Reduced |
| NVWM, LLC | 44 | $17.7K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 43 | $17.3K | 0.00% | +15+53.6% | Added |
| Baker Avenue Asset Management, LP | 42 | $16.9K | 0.00% | +42 | New |
| Umb Bank N A | 41 | $16.0K | 0.00% | −1,346−97.0% | Reduced |
| Clear Street Markets LLC | 39 | $16.0K | 0.00% | −68−63.6% | Reduced |
| Raleigh Capital Management Inc. | 39 | $15.7K | 0.01% | +29+290.0% | Added |
| Covestor Ltd | 36 | $15.0K | 0.01% | −1−2.7% | Reduced |
| Centerpoint Advisors, LLC | 37 | $15.0K | 0.01% | +37 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 37 | $14.8K | 0.00% | +37 | New |
| Quarry LP | 37 | $14.8K | 0.02% | +37 | New |
| Duncker Streett & Co Inc | 30 | $12.0K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 30 | $12.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 30 | $12.0K | 0.00% | +13+76.5% | Added |
| C M Bidwell & Associates Ltd | 29 | $11.6K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 29 | $11.6K | 0.00% | +29 | New |
| Piscataqua Savings Bank | 29 | $11.6K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 28 | $11.2K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 28 | $11.2K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 27 | $10.8K | 0.00% | 00.0% | Unchanged |
| Freedom Wealth Alliance, LLC | 25 | $10.0K | 0.01% | +25 | New |
| Tortoise Investment Management, LLC | 21 | $8.43K | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 21 | $8.43K | 0.01% | +21 | New |
| Hexagon Capital Partners LLC | 20 | $8.02K | 0.00% | −4−16.7% | Reduced |
| High Net Worth Advisory Group LLC | 20 | $8.02K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 20 | $8.02K | 0.00% | +20 | New |
| Gradient Investments LLC | 19 | $7.62K | 0.00% | +19 | New |