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 |
|---|---|---|---|---|---|
| JustInvest LLC | 3,676 | $1.53M | 0.05% | −968−20.8% | Reduced |
| Crossmark Global Holdings, Inc. | 3,661 | $1.52M | 0.04% | −335−8.4% | Reduced |
| Taylor Frigon Capital Management LLC | 3,650 | $1.52M | 0.83% | −97−2.6% | Reduced |
| Wolf Group Capital Advisors | 3,644 | $1.51M | 0.75% | −712−16.3% | Reduced |
| Resources Investment Advisors, LLC. | 3,511 | $1.46M | 0.03% | +1,150+48.7% | Added |
| Mattern Wealth Management LLC | 3,477 | $1.44M | 0.48% | +1,970+130.7% | Added |
| Teachers Retirement System of the State of Kentucky | 3,456 | $1.44M | 0.01% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 3,399 | $1.41M | 0.01% | +36+1.1% | Added |
| PFG Advisors | 3,366 | $1.40M | 0.12% | −30−0.9% | Reduced |
| AE Wealth Management LLC | 3,349 | $1.39M | 0.01% | −97−2.8% | Reduced |
| Panagora Asset Management Inc | 3,347 | $1.39M | 0.01% | −436−11.5% | Reduced |
| Securian Asset Management, Inc | 3,328 | $1.38M | 0.04% | 00.0% | Unchanged |
| Hartford Investment Management Co | 3,209 | $1.33M | 0.05% | +438+15.8% | Added |
| Strong Tower Advisory Services | 3,194 | $1.33M | 0.70% | −37−1.1% | Reduced |
| Achmea Investment Management B.V. | 3,153 | $1.31M | 0.04% | 00.0% | Unchanged |
| Aviva PLC | 3,110 | $1.29M | 0.01% | −17,422−84.9% | Reduced |
| Pensionfund Sabic | 3,100 | $1.29M | 0.45% | −400−11.4% | Reduced |
| Westpac Banking Corp | 3,081 | $1.28M | 0.02% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 3,080 | $1.28M | 0.05% | −27−0.9% | Reduced |
| Swiss Life Asset Management Ltd | 3,049 | $1.27M | 0.02% | +201+7.1% | Added |
| Guggenheim Capital LLC | 3,034 | $1.26M | 0.01% | −928−23.4% | Reduced |
| Kentucky Retirement Systems | 3,024 | $1.25M | 0.05% | +38+1.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 3,013 | $1.25M | 0.02% | +43+1.4% | Added |
| Advisory Services Network, LLC | 2,989 | $1.24M | 0.03% | −14−0.5% | Reduced |
| Macquarie Group Ltd | 2,990 | $1.24M | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 2,943 | $1.22M | 0.03% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,930 | $1.22M | 0.16% | +326+12.5% | Added |
| Spinnaker Trust | 2,922 | $1.21M | 0.09% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 2,846 | $1.18M | 0.01% | +2,758+3,134.1% | Added |
| Dividend Assets Capital, LLC | 2,925 | $1.17M | 0.25% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,819 | $1.17M | 0.10% | −199−6.6% | Reduced |
| Chiron Investment Management, LLC | 2,796 | $1.16M | 0.21% | +2,796 | New |
| Naples Global Advisors, LLC | 2,735 | $1.14M | 0.14% | −70−2.5% | Reduced |
| Jefferies Financial Group Inc. | 2,701 | $1.12M | 0.02% | −726−21.2% | Reduced |
| Cetera Advisor Networks LLC | 2,628 | $1.09M | 0.01% | +233+9.7% | Added |
| TrimTabs Asset Management, LLC | 2,571 | $1.07M | 0.57% | +320+14.2% | Added |
| Creative Planning | 2,532 | $1.05M | 0.00% | +233+10.1% | Added |
| Louisiana State Employees Retirement System | 2,500 | $1.04M | 0.03% | 00.0% | Unchanged |
| Ninety One SA (PTY) Ltd | 2,497 | $1.04M | 0.26% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 2,488 | $1.03M | 0.04% | −2,718−52.2% | Reduced |
| FDx Advisors, Inc. | 2,533 | $1.02M | 0.04% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 2,416 | $1.00M | 0.11% | −96−3.8% | Reduced |
| Nilsine Partners, LLC | 2,399 | $995.8K | 0.16% | +2,399 | New |
| Connable Office Inc | 2,390 | $992.1K | 0.14% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 2,363 | $980.7K | 0.22% | +10+0.4% | Added |
| D.B. Root & Company, LLC | 2,324 | $964.7K | 0.38% | +41+1.8% | Added |
| Marshall Financial Group LLC | 2,303 | $956.0K | 0.34% | −244−9.6% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 2,325 | $955.7K | 0.91% | +224+10.7% | Added |
| Northwestern Mutual Wealth Management Co | 2,250 | $934.0K | 0.00% | +40+1.8% | Added |
| K.J. Harrison & Partners Inc | 2,250 | $934.0K | 0.19% | 00.0% | Unchanged |
| 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 |
| Henshaw Capital LLC | 2,200 | $913.2K | 0.06% | +5+0.2% | Added |
| Ethic Inc. | 2,196 | $911.6K | 0.04% | −246−10.1% | Reduced |
| Axiom Investors LLC | 2,182 | $905.7K | 0.01% | −1,258−36.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 2,173 | $902.0K | 0.10% | −5,329−71.0% | Reduced |
| Glenmede Trust Co NA | 2,151 | $892.9K | 0.01% | −409−16.0% | Reduced |
| Legacy Advisors, LLC | 2,138 | $887.5K | 0.16% | +157+7.9% | Added |
| Allspring Global Investments Holdings, LLC | 2,132 | $885.0K | 0.00% | −67−3.0% | Reduced |
| McDonald Partners LLC | 2,112 | $876.7K | 0.28% | +3+0.1% | 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 |
| Mercer Global Advisors Inc | 2,035 | $845.0K | 0.00% | +36+1.8% | Added |
| PEAK6 Investments LLC | 2,021 | $838.9K | 0.05% | −3,388−62.6% | Reduced |
| Walleye Trading LLC | 2,006 | $832.7K | 0.03% | +65+3.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,999 | $830.0K | 0.00% | −332−14.2% | Reduced |
| Avantax Advisory Services, Inc. | 1,996 | $828.4K | 0.01% | +676+51.2% | Added |
| Capital Investment Services of America, Inc. | 1,990 | $826.0K | 0.10% | −1,050−34.5% | Reduced |
| Advisor Partners II, LLC | 1,965 | $815.7K | 0.04% | +597+43.6% | Added |
| Stratos Wealth Advisors, LLC | 1,951 | $810.2K | 0.06% | −66−3.3% | Reduced |
| Machina Capital S.A.S. | 1,941 | $805.7K | 0.71% | +1,941 | New |
| Procyon Private Wealth Partners, LLC | 1,929 | $800.6K | 0.13% | +61+3.3% | Added |
| Valmark Advisers, Inc. | 1,927 | $799.9K | 0.02% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 1,889 | $784.1K | 0.03% | +371+24.4% | Added |
| Arkadios Wealth Advisors | 1,878 | $779.4K | 0.09% | −57−2.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,864 | $774.0K | 0.10% | +896+92.6% | Added |
| Stock Yards Bank & Trust Co | 1,831 | $760.0K | 0.03% | 00.0% | Unchanged |
| Diversified Trust Co | 1,815 | $753.4K | 0.03% | −38−2.1% | Reduced |
| Norinchukin Bank, The | 1,806 | $749.7K | 0.01% | +65+3.7% | Added |
| New Mexico Educational Retirement Board | 1,800 | $747.0K | 0.04% | 00.0% | Unchanged |
| Prudential PLC | 1,786 | $741.4K | 0.01% | −340−16.0% | Reduced |
| Conestoga Capital Advisors, LLC | 1,753 | $727.7K | 0.01% | −55−3.0% | Reduced |
| Burney Co | 1,749 | $726.0K | 0.04% | −10−0.6% | Reduced |
| Northwest Investment Counselors, LLC | 1,742 | $723.1K | 0.20% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,711 | $710.2K | 0.04% | −440−20.5% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 1,678 | $696.4K | 0.39% | +56+3.5% | Added |
| Institute for Wealth Management, LLC. | 1,657 | $687.6K | 0.13% | −44−2.6% | 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 |
| Kenfarb & Co. | 1,625 | $674.5K | 0.60% | −140−7.9% | Reduced |
| Stratos Wealth Partners, LTD. | 1,620 | $672.8K | 0.02% | −169−9.4% | Reduced |
| Winton Group Ltd | 1,607 | $667.0K | 0.04% | −3,907−70.9% | Reduced |
| Cetera Investment Advisers | 1,606 | $666.3K | 0.01% | −53−3.2% | Reduced |
| E. Ohman J:or Asset Management AB | 1,554 | $645.0K | 0.03% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 1,551 | $643.8K | 0.02% | −234−13.1% | 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 |
| Davenport & Co LLC | 1,536 | $637.6K | 0.01% | −87−5.4% | Reduced |
| Kestra Private Wealth Services, LLC | 1,535 | $637.0K | 0.03% | +70+4.8% | Added |
| Anchor Capital Advisors LLC | 1,500 | $622.6K | 0.02% | 00.0% | Unchanged |