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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.

Q1 2023 vs. Q4 2022

How the institutions holding Factset Research Systems Inc changed between Q4 2022 and Q1 2023.

All holders in Q1 2023All holders in Q4 2022

13F holders of FDS: Q4 2022 compared with Q1 2023
MeasureQ4 2022Of which not filed for Q1 2023Q1 2023Change
Holders74310723−10
Shares33.7M12.7K33.6M−71.6K (−0.2%)
Value$13.5B$5.27M$14.0B+$449.3M (+3.3%)

10 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (55)

Institutions that held Factset Research Systems Inc at the end of Q1 2023 but not at the end of Q4 2022.

Institutions new to FDS in Q1 2023
InstitutionSharesValue% of portfolio
AustralianSuper Pty Ltd151,807$63.0M0.43%
La Financiere de L'Echiquier19,767$8.21M0.43%
Canoe Financial LP16,932$7.03M0.10%
West Coast Financial LLC14,662$6.09M0.93%
Cinctive Capital Management LP9,634$4.00M0.15%
Ellsworth Advisors, LLC8,538$3.54M1.25%
Allianz Asset Management GmbH5,764$2.39M0.00%
Qube Research & Technologies Ltd5,587$2.32M0.01%
Ostrum Asset Management4,278$1.78M0.15%
Prime Capital Investment Advisors, LLC4,117$1.71M0.07%
Chiron Investment Management, LLC2,796$1.16M0.21%
Nilsine Partners, LLC2,399$995.8K0.16%
Machina Capital S.A.S.1,941$805.7K0.71%
Caxton Associates LP1,333$553.3K0.09%
Private Advisor Group, LLC1,284$532.8K0.01%
M Holdings Securities, Inc.1,190$494.0K0.05%
Chicago Capital, LLC1,141$473.6K0.02%
Sit Investment Associates Inc1,100$457.0K0.01%
Daymark Wealth Partners, LLC1,068$443.3K0.06%
Gyroscope Capital Management Group, LLC1,000$415.1K0.11%
Silver Lake Advisory, LLC981$407.4K0.23%
Alberta Investment Management Corp900$373.6K0.00%
World Equity Group, Inc.9,108$346.8K0.06%
Harbor Capital Advisors, Inc.786$326.3K0.09%
Bridgefront Capital, LLC762$316.3K0.19%
Jump Financial, LLC714$296.4K0.01%
United Capital Financial Advisers, LLC696$288.9K0.00%
CWA Asset Management Group, LLC696$288.9K0.02%
Cresset Asset Management, LLC629$261.1K0.01%
One Capital Management, LLC609$252.8K0.01%
Integrated Wealth Concepts LLC594$247.0K0.01%
Quantinno Capital Management LP576$239.0K0.02%
Koshinski Asset Management, Inc.547$227.1K0.02%
CIBC Private Wealth Group, LLC535$222.1K0.00%
Toroso Investments, LLC493$205.0K0.01%
Legacy Financial Advisors, Inc.491$203.8K0.04%
Icon Wealth Partners, LLC293$121.6K0.01%
Trivant Custom Portfolio Group, LLC222$92.2K0.07%
Goldstream Capital Management Ltd148$61.4K0.06%
Milestone Investment Advisors LLC105$43.6K0.01%
Strategic Investment Solutions, Inc.58$24.1K0.00%
Thompson Investment Management, Inc.48$19.9K0.00%
Arlington Partners LLC32$13.3K0.00%
McIlrath & Eck, LLC25$10.4K0.00%
Ameritas Advisory Services, LLC14$5.91K0.00%
Carolinas Wealth Consulting LLC10$4.15K0.00%
Ridgewood Investments LLC5$2.08K0.00%
Jackson, Grant Investment Advisers, Inc.4$1.66K0.00%
Iron Horse Wealth Management, LLC4$1.66K0.00%
Morton Brown Family Wealth, LLC4$1.66K0.00%
Grey Fox Wealth Advisors, LLC3$1.25K0.00%
TFC Financial Management1$4160.00%
EverSource Wealth Advisors, LLC1$4150.00%
GW&K Investment Management, LLC1$00.00%
Avion Wealth1$00.00%

Sold out (65)

Institutions that held Factset Research Systems Inc at the end of Q4 2022 and filed for Q1 2023 without it.

Institutions that sold out of FDS in Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Junto Capital Management LP98,189$39.4M
Cookson Peirce & Co Inc52,551$21.1M
Oribel Capital Management, LP52,300$21.0M
Aquatic Capital Management LLC14,500$5.82M
Boothbay Fund Management, LLC13,395$5.37M
Jennison Associates LLC8,904$3.57M
Squarepoint Ops LLC7,952$3.19M
Greenland Capital Management LP7,643$3.07M
Catalyst Capital Advisors LLC6,900$2.77M
NewSquare Capital LLC6,655$2.67M
2Xideas AG5,024$2.02M
FORA Capital, LLC3,911$1.57M
1832 Asset Management L.P.3,519$1.41M
Verition Fund Management LLC3,392$1.36M
Wealth Enhancement Advisory Services, LLC3,065$1.29M
Versor Investments LP3,113$1.25M
Bridgeway Capital Management, LLC3,000$1.20M
Twin Capital Management Inc2,483$996.0K
Ergoteles LLC2,466$989.4K
Westwood Holdings Group Inc.2,126$853.0K
Liontrust Investment Partners LLP2,000$802.4K
Calamos Advisors LLC1,847$741.0K
Unigestion Holding SA1,810$735.8K
Heartland Bank & Trust Co1,606$644.3K
Gyon Technologies Capital Management, LP1,590$637.9K
Teza Capital Management LLC1,585$635.9K
Haverford Financial Services, Inc.1,485$595.8K
Seven Eight Capital, LP1,417$568.5K
Knowledge Leaders Capital, LLC1,414$567.3K
Kula Investments, LLC1,390$557.7K
Allstate Corp1,246$499.9K
Oak Thistle LLC1,019$408.8K
Utah Peaks Capital Inc894$358.7K
Baldwin Investment Management, LLC841$337.4K
XTX Topco Ltd828$332.2K
Fairfield, Bush & Co.760$304.9K
Boston Private Wealth LLC693$278.1K
Motley Fool Asset Management LLC685$274.8K
Stanley-Laman Group, Ltd.567$227.5K
Diversified, LLC561$225.1K
DoubleLine ETF Adviser LP537$215.4K
Telemus Capital, LLC523$211.5K
Stevens Capital Management LP527$211.0K
Harel Insurance Investments & Financial Services Ltd.431$173.0K
Zullo Investment Group, Inc.315$126.4K
Money Concepts Capital Corp265$106.3K
Goodwin Investment Advisory118$47.3K
One Wealth Advisors, LLC111$44.5K
Altshuler Shaham Ltd76$30.5K
Accurate Wealth Management, LLC66$27.0K
Dark Forest Capital Management LP55$22.1K
Resurgent Financial Advisors LLC55$22.1K
Exchange Traded Concepts, LLC52$20.9K
Harvest Fund Management Co., Ltd49$20.0K
Comerica Securities,inc.45$18.1K
Hillsdale Investment Management Inc.30$12.0K
Freedom Wealth Alliance, LLC25$10.0K
High Net Worth Advisory Group LLC20$8.02K
EWG Elevate Inc.9$3.61K
Truvestments Capital LLC8$3.21K
Cassady Schiller Wealth Management, LLC8$3.21K
Beaird Harris Wealth Management, LLC7$2.81K
McElhenny Sheffield Capital Management, LLC2$802
Stonebridge Capital Advisors LLC1$401
Sutton Wealth Advisors Inc.1$401

Not filed for Q1 2023 yet (10)

Institutions that held Factset Research Systems Inc at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding FDS in Q4 2022 that haven't filed for Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Comerica Bank5,908$2.53M
Seeyond2,448$982.2K
Zeke Capital Advisors, LLC1,538$617.1K
Allstate Investment Management Co1,246$499.9K
Apella Capital, LLC729$292.5K
Pendal Group Limited629$252.4K
CoreCap Advisors, LLC85$34.2K
Tyler-Stone Wealth Management81$32.0K
Capital Directions Investment Advisors, LLC50$20.1K
Trustcore Financial Services, LLC17$6.82K