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 |
|---|---|---|---|---|---|
| Bogart Wealth, LLC | 81 | $33.6K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 82 | $34.0K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 85 | $35.3K | 0.00% | −4−4.5% | Reduced |
| Baldwin Brothers Inc | 85 | $35.3K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 92 | $38.2K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 98 | $40.7K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 100 | $41.5K | 0.01% | −2−2.0% | Reduced |
| Pinnacle Financial Partners Inc | 100 | $41.5K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 100 | $41.5K | 0.05% | 00.0% | Unchanged |
| Alta Advisers Ltd | 100 | $41.5K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 103 | $42.8K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 103 | $42.8K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 104 | $43.2K | 0.00% | −11−9.6% | Reduced |
| Allworth Financial LP | 105 | $43.6K | 0.00% | +2+1.9% | Added |
| Milestone Investment Advisors LLC | 105 | $43.6K | 0.01% | +105 | New |
| TD Private Client Wealth LLC | 106 | $44.0K | 0.00% | +10+10.4% | Added |
| Front Row Advisors LLC | 111 | $46.0K | 0.02% | −1−0.9% | Reduced |
| Credit Agricole S A | 116 | $48.1K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 116 | $48.1K | 0.01% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 118 | $49.0K | 0.00% | −8,653−98.7% | Reduced |
| Sandy Spring Bank | 124 | $51.5K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 139 | $56.0K | 0.00% | −251−64.4% | Reduced |
| Ellevest, Inc. | 144 | $59.8K | 0.00% | +28+24.1% | Added |
| Goldstream Capital Management Ltd | 148 | $61.4K | 0.06% | +148 | New |
| Clean Yield Group | 150 | $62.3K | 0.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 165 | $68.5K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 182 | $75.5K | 0.03% | 00.0% | Unchanged |
| Swedbank AB | 185 | $76.8K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 186 | $77.2K | 0.00% | −181−49.3% | Reduced |
| Bokf, NA | 187 | $77.6K | 0.00% | −4,867−96.3% | Reduced |
| Farther Finance Advisors, LLC | 190 | $78.9K | 0.02% | −26−12.0% | Reduced |
| Penserra Capital Management LLC | 197 | $80.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 203 | $84.3K | 0.00% | +34+20.1% | Added |
| Parallel Advisors, LLC | 216 | $89.8K | 0.00% | −1−0.5% | Reduced |
| Trivant Custom Portfolio Group, LLC | 222 | $92.2K | 0.07% | +222 | New |
| Addison Advisors LLC | 225 | $93.4K | 0.05% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 230 | $95.5K | 0.01% | +10+4.5% | Added |
| Huntington National Bank | 234 | $97.1K | 0.00% | +25+12.0% | Added |
| Capital Advisors, Ltd. LLC | 254 | $105.0K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 261 | $108.0K | 0.04% | −456−63.6% | Reduced |
| MCF Advisors LLC | 264 | $109.6K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 279 | $116.0K | 0.00% | −5−1.8% | Reduced |
| Icon Wealth Partners, LLC | 293 | $121.6K | 0.01% | +293 | New |
| Riverview Trust Co | 301 | $124.9K | 0.11% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 301 | $125.3K | 0.00% | −35−10.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 348 | $144.5K | 0.00% | −828−70.4% | Reduced |
| Caldwell Trust Co | 357 | $148.2K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 375 | $155.7K | 0.00% | −37−9.0% | Reduced |
| PrairieView Partners, LLC | 400 | $166.0K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 411 | $170.6K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 450 | $186.8K | 0.02% | −60−11.8% | Reduced |
| Estabrook Capital Management | 455 | $188.9K | 0.03% | −12−2.6% | Reduced |
| Horizon Investments, LLC | 489 | $203.0K | 0.01% | −906−64.9% | Reduced |
| Legacy Financial Advisors, Inc. | 491 | $203.8K | 0.04% | +491 | New |
| Benjamin F. Edwards & Company, Inc. | 492 | $204.0K | 0.01% | −18−3.5% | Reduced |
| Toroso Investments, LLC | 493 | $205.0K | 0.01% | +493 | New |
| Intrua Financial, LLC | 518 | $206.2K | 0.04% | −19−3.5% | Reduced |
| Middleton & Co Inc | 500 | $207.5K | 0.03% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 500 | $207.5K | 0.04% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 500 | $207.5K | 0.04% | 00.0% | Unchanged |
| Bessemer Group Inc | 502 | $209.0K | 0.00% | +151+43.0% | Added |
| Gamco Investors, Inc. Et Al | 505 | $209.6K | 0.00% | −25−4.7% | Reduced |
| Davis R M Inc | 508 | $211.0K | 0.01% | −3−0.6% | Reduced |
| Baron Wealth Management LLC | 509 | $211.3K | 0.15% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 511 | $212.1K | 0.20% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 517 | $214.6K | 0.00% | −36−6.5% | Reduced |
| Donoghue Forlines LLC | 520 | $215.8K | 0.08% | −2,918−84.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 527 | $218.8K | 0.01% | −78−12.9% | Reduced |
| Harbor Investment Advisory, LLC | 531 | $220.4K | 0.03% | +19+3.7% | Added |
| Sage Private Wealth Group, LLC | 532 | $221.0K | 0.25% | −28−5.0% | Reduced |
| CIBC Private Wealth Group, LLC | 535 | $222.1K | 0.00% | +535 | New |
| River Wealth Advisors LLC | 541 | $224.6K | 0.04% | +13+2.5% | Added |
| Smith Shellnut Wilson LLC | 542 | $225.0K | 0.14% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 547 | $227.1K | 0.02% | +547 | New |
| Point72 Middle East FZE | 548 | $227.6K | 0.01% | −7,639−93.3% | Reduced |
| Perigon Wealth Management, LLC | 553 | $229.5K | 0.01% | −10−1.8% | Reduced |
| SYSTM Wealth Solutions LLC | 558 | $231.6K | 0.04% | −151−21.3% | Reduced |
| Martingale Asset Management L P | 565 | $234.5K | 0.00% | −90−13.7% | Reduced |
| Camden Capital, LLC | 569 | $236.0K | 0.03% | +21+3.8% | Added |
| Intrust Bank NA | 570 | $236.6K | 0.03% | −7−1.2% | Reduced |
| Tocqueville Asset Management L.P. | 575 | $238.7K | 0.00% | 00.0% | Unchanged |
| Martin Investment Management, LLC | 575 | $238.7K | 0.07% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 576 | $239.0K | 0.02% | +576 | New |
| Veriti Management LLC | 576 | $239.1K | 0.03% | −124−17.7% | Reduced |
| Empirical Finance, LLC | 588 | $244.1K | 0.02% | +68+13.1% | Added |
| Integrated Wealth Concepts LLC | 594 | $247.0K | 0.01% | +594 | New |
| Peapack Gladstone Financial Corp | 544 | $251.0K | 0.00% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 606 | $251.5K | 0.11% | −499−45.2% | Reduced |
| One Capital Management, LLC | 609 | $252.8K | 0.01% | +609 | New |
| Haverford Trust Co | 611 | $253.6K | 0.00% | −225−26.9% | Reduced |
| Bennett Selby Investments LP | 615 | $255.4K | 0.17% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 616 | $255.7K | 0.03% | +22+3.7% | Added |
| AMG National Trust Bank | 616 | $255.7K | 0.01% | +31+5.3% | Added |
| Hall Laurie J Trustee | 616 | $256.0K | 0.11% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 619 | $257.0K | 0.01% | −96−13.4% | Reduced |
| Integrated Investment Consultants, LLC | 625 | $259.4K | 0.08% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 625 | $259.4K | 0.27% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 627 | $260.3K | 0.01% | −483−43.5% | Reduced |
| Cresset Asset Management, LLC | 629 | $261.1K | 0.01% | +629 | New |
| Kolinsky Wealth Management, LLC | 632 | $262.0K | 0.28% | +2+0.3% | Added |