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, Q1 2023
Institutional positions in Factset Research Systems Inc as of Mar 31, 2023. 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
- 723
- −10 vs. Q4 2022
- Shares held
- 33.6M
- −71.6K (−0.2%) vs. Q4 2022
- Total value
- $14.0B
- +$449.3M (+3.3%) vs. Q4 2022
- New holders
- 55
- 225 more added
- Sold out
- 65
- 293 more reduced
10 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Factset Research Systems Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GW&K Investment Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Avion Wealth | 1 | $0 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 415 | $2 | 0.00% | +14+3.5% | Added |
| EverSource Wealth Advisors, LLC | 1 | $415 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $416 | 0.00% | +1 | New |
| PSI Advisors, LLC | 2 | $830 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2 | $831 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 3 | $1.25K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 3 | $1.25K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 3 | $1.25K | 0.00% | +1+50.0% | Added |
| Grey Fox Wealth Advisors, LLC | 3 | $1.25K | 0.00% | +3 | New |
| Disciplined Investments, LLC | 4 | $1.66K | 0.00% | −2−33.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 4 | $1.66K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 4 | $1.66K | 0.00% | +4 | New |
| Iron Horse Wealth Management, LLC | 4 | $1.66K | 0.00% | +4 | New |
| Morton Brown Family Wealth, LLC | 4 | $1.66K | 0.00% | +4 | New |
| Asset Dedication, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 5 | $2.08K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 5 | $2.08K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 5 | $2.08K | 0.00% | +5 | New |
| Lee Financial Co | 5 | $2.08K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 5 | $2.10K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 6 | $2.49K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 6 | $2.49K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 6 | $2.49K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 7 | $2.91K | 0.00% | −35−83.3% | Reduced |
| Vigilant Capital Management, LLC | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 8 | $3.32K | 0.00% | −1−11.1% | Reduced |
| Toth Financial Advisory Corp | 8 | $3.32K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 8 | $3.32K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 8 | $3.32K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 8 | $3.32K | 0.00% | +3+60.0% | Added |
| Montag A & Associates Inc | 9 | $3.74K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 9 | $3.74K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $4.15K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 10 | $4.15K | 0.00% | +1+11.1% | Added |
| Carolinas Wealth Consulting LLC | 10 | $4.15K | 0.00% | +10 | New |
| Creative Financial Designs Inc | 12 | $4.98K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 13 | $5.40K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 13 | $5.40K | 0.00% | −3−18.8% | Reduced |
| Ameritas Advisory Services, LLC | 14 | $5.91K | 0.00% | +14 | New |
| FinTrust Capital Advisors, LLC | 16 | $6.42K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 17 | $7.06K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 19 | $7.89K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 20 | $8.30K | 0.00% | −10−33.3% | Reduced |
| Colonial Trust Advisors | 20 | $8.30K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 20 | $8.30K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 20 | $8.30K | 0.00% | +6+42.9% | Added |
| Tortoise Investment Management, LLC | 21 | $8.72K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 23 | $9.55K | 0.00% | −101−81.5% | Reduced |
| SJS Investment Consulting Inc. | 23 | $9.55K | 0.00% | −39−62.9% | Reduced |
| IFP Advisors, Inc | 47 | $9.59K | 0.00% | −394−89.3% | Reduced |
| Fortis Capital Advisors, LLC | 24 | $9.96K | 0.01% | +3+14.3% | Added |
| Umb Bank N A | 25 | $10.4K | 0.00% | −16−39.0% | Reduced |
| McIlrath & Eck, LLC | 25 | $10.4K | 0.00% | +25 | New |
| Parkside Financial Bank & Trust | 26 | $10.8K | 0.00% | −17−39.5% | Reduced |
| Johnson Financial Group, Inc. | 27 | $11.2K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 28 | $11.6K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 28 | $11.6K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 29 | $12.0K | 0.01% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 29 | $12.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 29 | $12.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 30 | $12.5K | 0.00% | −140−82.4% | Reduced |
| Arlington Partners LLC | 32 | $13.3K | 0.00% | +32 | New |
| Proequities, Inc. | 35 | $14.5K | 0.00% | −26−42.6% | Reduced |
| Centerpoint Advisors, LLC | 37 | $15.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 35 | $15.0K | 0.01% | −1−2.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 37 | $15.3K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 43 | $17.8K | 0.00% | −37−46.3% | Reduced |
| American National Bank | 44 | $18.3K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 45 | $18.7K | 0.00% | −15−25.0% | Reduced |
| MV Capital Management, Inc. | 45 | $18.7K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 46 | $19.1K | 0.00% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 48 | $19.9K | 0.00% | −59−55.1% | Reduced |
| Thompson Investment Management, Inc. | 48 | $19.9K | 0.00% | +48 | New |
| NVWM, LLC | 49 | $20.3K | 0.01% | +5+11.4% | Added |
| Delos Wealth Advisors, LLC | 49 | $20.3K | 0.03% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 52 | $21.6K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 53 | $22.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 54 | $22.4K | 0.00% | −21−28.0% | Reduced |
| Massmutual Trust Co FSB | 54 | $22.4K | 0.00% | +24+80.0% | Added |
| Quarry LP | 58 | $24.1K | 0.01% | +21+56.8% | Added |
| Strategic Investment Solutions, Inc. | 58 | $24.1K | 0.00% | +58 | New |
| Arrow Financial Corp | 60 | $24.9K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 60 | $25.0K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 62 | $25.0K | 0.00% | −43−41.0% | Reduced |
| Ogorek Anthony Joseph | 65 | $26.0K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 63 | $26.2K | 0.01% | +24+61.5% | Added |
| Rosenberg Matthew Hamilton | 64 | $26.4K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 64 | $26.6K | 0.00% | −4−5.9% | Reduced |
| Quent Capital, LLC | 66 | $27.5K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 67 | $27.7K | 0.01% | −5−6.9% | Reduced |
| Motco | 67 | $27.8K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 79 | $31.1K | 0.00% | +2+2.6% | Added |
| Hartford Financial Management Inc. | 75 | $31.1K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 76 | $32.0K | 0.01% | +37+94.9% | Added |
| DT Investment Partners, LLC | 80 | $32.9K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 80 | $33.2K | 0.00% | +8+11.1% | Added |