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 |
|---|---|---|---|---|---|
| Mayflower Financial Advisors, LLC | 1,218 | $505.7K | 0.07% | +3+0.2% | Added |
| Petrus Trust Company, LTA | 1,223 | $507.7K | 0.06% | −593−32.7% | Reduced |
| Acrisure Capital Management, LLC | 1,235 | $512.6K | 0.52% | −800−39.3% | Reduced |
| FourThought Financial Partners, LLC | 1,236 | $513.3K | 0.07% | −194−13.6% | Reduced |
| MAI Capital Management | 1,246 | $517.1K | 0.01% | −127−9.2% | Reduced |
| Quantum Private Wealth, LLC | 1,250 | $518.9K | 0.28% | −31−2.4% | Reduced |
| SkyView Investment Advisors, LLC | 1,250 | $519.0K | 0.12% | +24+2.0% | Added |
| Lincoln National Corp | 1,259 | $522.4K | 0.01% | +48+4.0% | Added |
| Coldstream Capital Management Inc | 1,275 | $529.4K | 0.02% | −20−1.5% | Reduced |
| Private Advisor Group, LLC | 1,284 | $532.8K | 0.01% | +1,284 | New |
| Banque Cantonale Vaudoise | 1,300 | $540.0K | 0.03% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 1,331 | $552.5K | 0.01% | −48−3.5% | Reduced |
| Caxton Associates LP | 1,333 | $553.3K | 0.09% | +1,333 | New |
| Contravisory Investment Management, Inc. | 1,335 | $554.1K | 0.16% | +63+5.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,345 | $558.3K | 0.04% | +11+0.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 1,361 | $565.0K | 0.05% | 00.0% | Unchanged |
| Tobam | 1,416 | $588.0K | 0.04% | −297−17.3% | Reduced |
| GYL Financial Synergies, LLC | 1,427 | $592.3K | 0.07% | +71+5.2% | Added |
| Axxcess Wealth Management, LLC | 1,432 | $594.5K | 0.05% | +101+7.6% | Added |
| Provident Investment Management, Inc. | 1,433 | $594.8K | 0.06% | −746−34.2% | Reduced |
| Guardian Capital LP | 1,456 | $604.4K | 0.02% | +314+27.5% | Added |
| Mitchell & Pahl Private Wealth, LLC | 1,460 | $606.0K | 0.38% | +20+1.4% | Added |
| Shepherd Financial Partners LLC | 1,471 | $610.7K | 0.10% | −35−2.3% | Reduced |
| Anchor Capital Advisors LLC | 1,500 | $622.6K | 0.02% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 1,535 | $637.0K | 0.03% | +70+4.8% | Added |
| Davenport & Co LLC | 1,536 | $637.6K | 0.01% | −87−5.4% | Reduced |
| Hussman Strategic Advisors, Inc. | 1,550 | $643.4K | 0.10% | −1,050−40.4% | Reduced |
| Qsemble Capital Management, LP | 1,550 | $643.4K | 0.43% | +750+93.8% | Added |
| La Banque Postale Asset Management SA | 1,551 | $643.8K | 0.02% | −234−13.1% | Reduced |
| E. Ohman J:or Asset Management AB | 1,554 | $645.0K | 0.03% | 00.0% | Unchanged |
| Cetera Investment Advisers | 1,606 | $666.3K | 0.01% | −53−3.2% | Reduced |
| Winton Group Ltd | 1,607 | $667.0K | 0.04% | −3,907−70.9% | Reduced |
| Stratos Wealth Partners, LTD. | 1,620 | $672.8K | 0.02% | −169−9.4% | Reduced |
| Kenfarb & Co. | 1,625 | $674.5K | 0.60% | −140−7.9% | Reduced |
| Lindenwold Advisors | 1,631 | $677.0K | 0.42% | +1+0.1% | Added |
| Inceptionr LLC | 1,631 | $677.0K | 0.22% | +273+20.1% | Added |
| Institute for Wealth Management, LLC. | 1,657 | $687.6K | 0.13% | −44−2.6% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 1,678 | $696.4K | 0.39% | +56+3.5% | Added |
| Metropolitan Life Insurance Co | 1,711 | $710.2K | 0.04% | −440−20.5% | Reduced |
| Northwest Investment Counselors, LLC | 1,742 | $723.1K | 0.20% | 00.0% | Unchanged |
| Burney Co | 1,749 | $726.0K | 0.04% | −10−0.6% | Reduced |
| Conestoga Capital Advisors, LLC | 1,753 | $727.7K | 0.01% | −55−3.0% | Reduced |
| Prudential PLC | 1,786 | $741.4K | 0.01% | −340−16.0% | Reduced |
| New Mexico Educational Retirement Board | 1,800 | $747.0K | 0.04% | 00.0% | Unchanged |
| Norinchukin Bank, The | 1,806 | $749.7K | 0.01% | +65+3.7% | Added |
| Diversified Trust Co | 1,815 | $753.4K | 0.03% | −38−2.1% | Reduced |
| Stock Yards Bank & Trust Co | 1,831 | $760.0K | 0.03% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1,864 | $774.0K | 0.10% | +896+92.6% | Added |
| Arkadios Wealth Advisors | 1,878 | $779.4K | 0.09% | −57−2.9% | Reduced |
| Snowden Capital Advisors LLC | 1,889 | $784.1K | 0.03% | +371+24.4% | Added |
| Valmark Advisers, Inc. | 1,927 | $799.9K | 0.02% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 1,929 | $800.6K | 0.13% | +61+3.3% | Added |
| Machina Capital S.A.S. | 1,941 | $805.7K | 0.71% | +1,941 | New |
| Stratos Wealth Advisors, LLC | 1,951 | $810.2K | 0.06% | −66−3.3% | Reduced |
| Advisor Partners II, LLC | 1,965 | $815.7K | 0.04% | +597+43.6% | Added |
| Capital Investment Services of America, Inc. | 1,990 | $826.0K | 0.10% | −1,050−34.5% | Reduced |
| Avantax Advisory Services, Inc. | 1,996 | $828.4K | 0.01% | +676+51.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,999 | $830.0K | 0.00% | −332−14.2% | Reduced |
| Walleye Trading LLC | 2,006 | $832.7K | 0.03% | +65+3.3% | Added |
| PEAK6 Investments LLC | 2,021 | $838.9K | 0.05% | −3,388−62.6% | Reduced |
| Mercer Global Advisors Inc | 2,035 | $845.0K | 0.00% | +36+1.8% | Added |
| Wealthfront Advisers LLC | 2,048 | $850.1K | 0.00% | −206−9.1% | Reduced |
| Metis Global Partners, LLC | 2,048 | $850.1K | 0.05% | +409+25.0% | Added |
| McDonald Partners LLC | 2,112 | $876.7K | 0.28% | +3+0.1% | Added |
| Allspring Global Investments Holdings, LLC | 2,132 | $885.0K | 0.00% | −67−3.0% | Reduced |
| Legacy Advisors, LLC | 2,138 | $887.5K | 0.16% | +157+7.9% | Added |
| Glenmede Trust Co NA | 2,151 | $892.9K | 0.01% | −409−16.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 2,173 | $902.0K | 0.10% | −5,329−71.0% | Reduced |
| Axiom Investors LLC | 2,182 | $905.7K | 0.01% | −1,258−36.6% | Reduced |
| Ethic Inc. | 2,196 | $911.6K | 0.04% | −246−10.1% | Reduced |
| Henshaw Capital LLC | 2,200 | $913.2K | 0.06% | +5+0.2% | Added |
| Argent Capital Management LLC | 2,200 | $913.2K | 0.03% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 2,200 | $913.2K | 0.60% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 2,250 | $934.0K | 0.19% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,250 | $934.0K | 0.00% | +40+1.8% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 2,325 | $955.7K | 0.91% | +224+10.7% | Added |
| Marshall Financial Group LLC | 2,303 | $956.0K | 0.34% | −244−9.6% | Reduced |
| D.B. Root & Company, LLC | 2,324 | $964.7K | 0.38% | +41+1.8% | Added |
| Coastal Capital Group, Inc. | 2,363 | $980.7K | 0.22% | +10+0.4% | Added |
| Connable Office Inc | 2,390 | $992.1K | 0.14% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 2,399 | $995.8K | 0.16% | +2,399 | New |
| First Financial Bank - Trust Division | 2,416 | $1.00M | 0.11% | −96−3.8% | Reduced |
| FDx Advisors, Inc. | 2,533 | $1.02M | 0.04% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 2,488 | $1.03M | 0.04% | −2,718−52.2% | Reduced |
| Ninety One SA (PTY) Ltd | 2,497 | $1.04M | 0.26% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 2,500 | $1.04M | 0.03% | 00.0% | Unchanged |
| Creative Planning | 2,532 | $1.05M | 0.00% | +233+10.1% | Added |
| TrimTabs Asset Management, LLC | 2,571 | $1.07M | 0.57% | +320+14.2% | Added |
| Cetera Advisor Networks LLC | 2,628 | $1.09M | 0.01% | +233+9.7% | Added |
| Jefferies Financial Group Inc. | 2,701 | $1.12M | 0.02% | −726−21.2% | Reduced |
| Naples Global Advisors, LLC | 2,735 | $1.14M | 0.14% | −70−2.5% | Reduced |
| Chiron Investment Management, LLC | 2,796 | $1.16M | 0.21% | +2,796 | New |
| Venturi Wealth Management, LLC | 2,819 | $1.17M | 0.10% | −199−6.6% | Reduced |
| Dividend Assets Capital, LLC | 2,925 | $1.17M | 0.25% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 2,846 | $1.18M | 0.01% | +2,758+3,134.1% | Added |
| Spinnaker Trust | 2,922 | $1.21M | 0.09% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,930 | $1.22M | 0.16% | +326+12.5% | Added |
| Maryland State Retirement & Pension System | 2,943 | $1.22M | 0.03% | 00.0% | Unchanged |
| Macquarie Group Ltd | 2,990 | $1.24M | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,989 | $1.24M | 0.03% | −14−0.5% | Reduced |