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 |
|---|---|---|---|---|---|
| Seelaus Asset Management LLC | 640 | $267.0K | 0.20% | −15−2.3% | Reduced |
| Kestra Advisory Services, LLC | 650 | $269.9K | 0.00% | −593−47.7% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 652 | $270.6K | 0.22% | −16−2.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 658 | $273.1K | 0.00% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 663 | $275.3K | 0.07% | −51−7.1% | Reduced |
| Checchi Capital Advisers, LLC | 668 | $277.3K | 0.03% | +2+0.3% | Added |
| Natixis | 672 | $278.9K | 0.00% | −2,291−77.3% | Reduced |
| Fort Washington Investment Advisors Inc | 672 | $278.9K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 678 | $281.4K | 0.00% | −68,532−99.0% | Reduced |
| Synovus Financial Corp | 685 | $284.3K | 0.00% | −920−57.3% | Reduced |
| Bleakley Financial Group, LLC | 687 | $285.2K | 0.01% | −81−10.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 690 | $286.4K | 0.00% | −3−0.4% | Reduced |
| Belpointe Asset Management LLC | 693 | $287.7K | 0.02% | +43+6.6% | Added |
| CWA Asset Management Group, LLC | 696 | $288.9K | 0.02% | +696 | New |
| United Capital Financial Advisers, LLC | 696 | $288.9K | 0.00% | +696 | New |
| Greenleaf Trust | 704 | $292.2K | 0.00% | +46+7.0% | Added |
| Sawtooth Solutions, LLC | 704 | $292.3K | 0.01% | +83+13.4% | Added |
| Coastline Trust Co | 710 | $294.7K | 0.04% | −1,735−71.0% | Reduced |
| HBK Sorce Advisory LLC | 714 | $296.4K | 0.01% | −718−50.1% | Reduced |
| Jump Financial, LLC | 714 | $296.4K | 0.01% | +714 | New |
| Tokio Marine Asset Management Co Ltd | 719 | $298.4K | 0.02% | +26+3.8% | Added |
| Cerity Partners LLC | 725 | $300.5K | 0.00% | −63−8.0% | Reduced |
| Tiaa, FSB | 732 | $303.8K | 0.00% | −132−15.3% | Reduced |
| Two Sigma Securities, LLC | 734 | $304.7K | 0.03% | +81+12.4% | Added |
| Apeiron RIA LLC | 740 | $307.0K | 0.11% | +14+1.9% | Added |
| Wetherby Asset Management Inc | 743 | $308.4K | 0.02% | −2−0.3% | Reduced |
| Great Diamond Partners, LLC | 749 | $310.9K | 0.09% | −17−2.2% | Reduced |
| Milestone Advisory Partners | 750 | $311.3K | 0.29% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 752 | $312.1K | 0.13% | +18+2.5% | Added |
| Dumont & Blake Investment Advisors LLC | 759 | $315.0K | 0.11% | +2+0.3% | Added |
| Bridgefront Capital, LLC | 762 | $316.3K | 0.19% | +762 | New |
| Stokes Capital Advisors, LLC | 779 | $323.4K | 0.11% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 784 | $325.4K | 0.03% | 00.0% | Unchanged |
| Keybank National Association | 786 | $326.3K | 0.00% | +141+21.9% | Added |
| Harbor Capital Advisors, Inc. | 786 | $326.3K | 0.09% | +786 | New |
| Alps Advisors Inc | 793 | $329.2K | 0.00% | +83+11.7% | Added |
| Paradigm Asset Management Co LLC | 800 | $332.1K | 0.09% | 00.0% | Unchanged |
| World Equity Group, Inc. | 9,108 | $346.8K | 0.06% | +9,108 | New |
| Brady Family Wealth, LLC | 845 | $350.8K | 0.14% | −13−1.5% | Reduced |
| Colony Group LLC | 848 | $352.0K | 0.01% | +35+4.3% | Added |
| Rowland & Co Investment Counsel | 850 | $352.8K | 0.09% | −10−1.2% | Reduced |
| Sequoia Financial Advisors, LLC | 853 | $354.1K | 0.01% | +153+21.9% | Added |
| Beacon Investment Advisory Services, Inc. | 864 | $358.6K | 0.02% | 00.0% | Unchanged |
| Old National Bancorp | 869 | $360.7K | 0.01% | +101+13.2% | Added |
| MQS Management LLC | 880 | $365.3K | 0.23% | +12+1.4% | Added |
| Covenant Partners, LLC | 883 | $366.5K | 0.14% | −147−14.3% | Reduced |
| Ieq Capital, LLC | 890 | $369.5K | 0.01% | +285+47.1% | Added |
| KCM Investment Advisors LLC | 899 | $373.2K | 0.02% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 900 | $373.6K | 0.00% | −11,500−92.7% | Reduced |
| Alberta Investment Management Corp | 900 | $373.6K | 0.00% | +900 | New |
| Vestcor Inc | 901 | $374.0K | 0.01% | 00.0% | Unchanged |
| KLR Investment Advisors, LLC | 907 | $376.5K | 0.33% | −72−7.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 912 | $378.6K | 0.07% | +368+67.6% | Added |
| Rockland Trust Co | 919 | $381.5K | 0.02% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 920 | $382.0K | 0.02% | 00.0% | Unchanged |
| Precision Wealth Strategies, LLC | 923 | $383.1K | 0.60% | −33−3.5% | Reduced |
| Versant Capital Management, Inc | 931 | $386.4K | 0.13% | −11−1.2% | Reduced |
| Pathstone Family Office, LLC | 948 | $396.1K | 0.01% | −1,121−54.2% | Reduced |
| Meeder Advisory Services, Inc. | 955 | $396.4K | 0.05% | −78−7.6% | Reduced |
| Qtron Investments LLC | 961 | $398.9K | 0.08% | 00.0% | Unchanged |
| Silver Lake Advisory, LLC | 981 | $407.4K | 0.23% | +981 | New |
| Raymond James Trust N.A. | 987 | $409.0K | 0.01% | +62+6.7% | Added |
| Miracle Mile Advisors, LLC | 1,000 | $415.1K | 0.01% | −8−0.8% | Reduced |
| Credit Capital Investments LLC | 1,000 | $415.1K | 0.54% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 1,000 | $415.1K | 0.11% | +1,000 | New |
| CWM, LLC | 1,013 | $420.0K | 0.00% | +192+23.4% | Added |
| Birch Hill Investment Advisors LLC | 1,012 | $420.1K | 0.03% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 1,013 | $420.5K | 0.09% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 1,020 | $423.4K | 0.14% | −5−0.5% | Reduced |
| Impax Asset Management Group plc | 1,037 | $430.4K | 0.00% | −422−28.9% | Reduced |
| Hurlow Wealth Management Group, Inc. | 1,043 | $432.9K | 0.20% | −1−0.1% | Reduced |
| Wolverine Trading, LLC | 1,059 | $435.0K | 0.01% | −445−29.6% | Reduced |
| Alhambra Investment Partners LLC | 1,050 | $435.8K | 0.30% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 1,059 | $436.6K | 0.00% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,053 | $437.1K | 0.01% | −87−7.6% | Reduced |
| Dean Investment Associates, LLC | 1,060 | $440.0K | 0.07% | −105−9.0% | Reduced |
| Daymark Wealth Partners, LLC | 1,068 | $443.3K | 0.06% | +1,068 | New |
| Fifth Third Bancorp | 1,087 | $451.2K | 0.00% | +63+6.2% | Added |
| Quantamental Technologies LLC | 1,094 | $454.1K | 0.25% | +363+49.7% | Added |
| Palisade Asset Management, LLC | 1,095 | $454.5K | 0.06% | +45+4.3% | Added |
| HM Payson & Co | 1,098 | $455.8K | 0.01% | −8−0.7% | Reduced |
| Sit Investment Associates Inc | 1,100 | $457.0K | 0.01% | +1,100 | New |
| Websterrogers Financial Advisors, LLC | 1,118 | $464.1K | 0.21% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 1,120 | $464.9K | 0.00% | 00.0% | Unchanged |
| Veritable, L.P. | 1,122 | $465.7K | 0.01% | +15+1.4% | Added |
| Meridian Wealth Management, LLC | 1,126 | $467.3K | 0.04% | 00.0% | Unchanged |
| Chicago Capital, LLC | 1,141 | $473.6K | 0.02% | +1,141 | New |
| KB Financial Partners, LLC | 1,142 | $474.0K | 0.14% | −7−0.6% | Reduced |
| Desjardins Global Asset Management Inc. | 1,160 | $481.0K | 0.06% | +136+13.3% | Added |
| LMCG Investments, LLC | 1,160 | $481.5K | 0.03% | −29−2.4% | Reduced |
| Portman Square Capital LLP | 1,175 | $487.7K | 0.12% | 00.0% | Unchanged |
| Connolly Sarah T. | 1,185 | $491.9K | 0.31% | −100−7.8% | Reduced |
| J. W. Coons Advisors, LLC | 1,185 | $491.9K | 0.14% | +10+0.9% | Added |
| Balentine LLC | 1,189 | $493.6K | 0.02% | −108−8.3% | Reduced |
| M Holdings Securities, Inc. | 1,190 | $494.0K | 0.05% | +1,190 | New |
| Douglass Winthrop Advisors, LLC | 1,196 | $496.0K | 0.01% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 1,199 | $497.8K | 0.06% | +260+27.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 1,202 | $498.9K | 0.01% | +8+0.7% | Added |
| Wesbanco Bank Inc | 1,208 | $501.0K | 0.02% | −122−9.2% | Reduced |
| MML Investors Services, LLC | 1,212 | $503.0K | 0.00% | −130−9.7% | Reduced |