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 |
|---|---|---|---|---|---|
| Shepherd Financial Partners LLC | 1,471 | $610.7K | 0.10% | −35−2.3% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 1,460 | $606.0K | 0.38% | +20+1.4% | Added |
| Guardian Capital LP | 1,456 | $604.4K | 0.02% | +314+27.5% | Added |
| Provident Investment Management, Inc. | 1,433 | $594.8K | 0.06% | −746−34.2% | Reduced |
| Axxcess Wealth Management, LLC | 1,432 | $594.5K | 0.05% | +101+7.6% | Added |
| GYL Financial Synergies, LLC | 1,427 | $592.3K | 0.07% | +71+5.2% | Added |
| Tobam | 1,416 | $588.0K | 0.04% | −297−17.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 1,361 | $565.0K | 0.05% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,345 | $558.3K | 0.04% | +11+0.8% | Added |
| Contravisory Investment Management, Inc. | 1,335 | $554.1K | 0.16% | +63+5.0% | Added |
| Caxton Associates LP | 1,333 | $553.3K | 0.09% | +1,333 | New |
| Oppenheimer Asset Management Inc. | 1,331 | $552.5K | 0.01% | −48−3.5% | Reduced |
| Banque Cantonale Vaudoise | 1,300 | $540.0K | 0.03% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 1,284 | $532.8K | 0.01% | +1,284 | New |
| Coldstream Capital Management Inc | 1,275 | $529.4K | 0.02% | −20−1.5% | Reduced |
| Lincoln National Corp | 1,259 | $522.4K | 0.01% | +48+4.0% | Added |
| SkyView Investment Advisors, LLC | 1,250 | $519.0K | 0.12% | +24+2.0% | Added |
| Quantum Private Wealth, LLC | 1,250 | $518.9K | 0.28% | −31−2.4% | Reduced |
| MAI Capital Management | 1,246 | $517.1K | 0.01% | −127−9.2% | Reduced |
| FourThought Financial Partners, LLC | 1,236 | $513.3K | 0.07% | −194−13.6% | Reduced |
| Acrisure Capital Management, LLC | 1,235 | $512.6K | 0.52% | −800−39.3% | Reduced |
| Petrus Trust Company, LTA | 1,223 | $507.7K | 0.06% | −593−32.7% | Reduced |
| Mayflower Financial Advisors, LLC | 1,218 | $505.7K | 0.07% | +3+0.2% | Added |
| MML Investors Services, LLC | 1,212 | $503.0K | 0.00% | −130−9.7% | Reduced |
| Wesbanco Bank Inc | 1,208 | $501.0K | 0.02% | −122−9.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 1,202 | $498.9K | 0.01% | +8+0.7% | Added |
| Eqis Capital Management, Inc. | 1,199 | $497.8K | 0.06% | +260+27.7% | Added |
| Douglass Winthrop Advisors, LLC | 1,196 | $496.0K | 0.01% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 1,190 | $494.0K | 0.05% | +1,190 | New |
| Balentine LLC | 1,189 | $493.6K | 0.02% | −108−8.3% | Reduced |
| 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 |
| Portman Square Capital LLP | 1,175 | $487.7K | 0.12% | 00.0% | Unchanged |
| LMCG Investments, LLC | 1,160 | $481.5K | 0.03% | −29−2.4% | Reduced |
| Desjardins Global Asset Management Inc. | 1,160 | $481.0K | 0.06% | +136+13.3% | Added |
| KB Financial Partners, LLC | 1,142 | $474.0K | 0.14% | −7−0.6% | Reduced |
| Chicago Capital, LLC | 1,141 | $473.6K | 0.02% | +1,141 | New |
| Meridian Wealth Management, LLC | 1,126 | $467.3K | 0.04% | 00.0% | Unchanged |
| Veritable, L.P. | 1,122 | $465.7K | 0.01% | +15+1.4% | Added |
| Vontobel Holding Ltd. | 1,120 | $464.9K | 0.00% | 00.0% | Unchanged |
| Websterrogers Financial Advisors, LLC | 1,118 | $464.1K | 0.21% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 1,100 | $457.0K | 0.01% | +1,100 | New |
| HM Payson & Co | 1,098 | $455.8K | 0.01% | −8−0.7% | Reduced |
| Palisade Asset Management, LLC | 1,095 | $454.5K | 0.06% | +45+4.3% | Added |
| Quantamental Technologies LLC | 1,094 | $454.1K | 0.25% | +363+49.7% | Added |
| Fifth Third Bancorp | 1,087 | $451.2K | 0.00% | +63+6.2% | Added |
| Daymark Wealth Partners, LLC | 1,068 | $443.3K | 0.06% | +1,068 | New |
| Dean Investment Associates, LLC | 1,060 | $440.0K | 0.07% | −105−9.0% | Reduced |
| Ballentine Partners, LLC | 1,053 | $437.1K | 0.01% | −87−7.6% | Reduced |
| D.A. Davidson & Co. | 1,059 | $436.6K | 0.00% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 1,050 | $435.8K | 0.30% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 1,059 | $435.0K | 0.01% | −445−29.6% | Reduced |
| Hurlow Wealth Management Group, Inc. | 1,043 | $432.9K | 0.20% | −1−0.1% | Reduced |
| Impax Asset Management Group plc | 1,037 | $430.4K | 0.00% | −422−28.9% | Reduced |
| Roberts Glore & Co Inc | 1,020 | $423.4K | 0.14% | −5−0.5% | Reduced |
| Curated Wealth Partners LLC | 1,013 | $420.5K | 0.09% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 1,012 | $420.1K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 1,013 | $420.0K | 0.00% | +192+23.4% | 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 |
| Raymond James Trust N.A. | 987 | $409.0K | 0.01% | +62+6.7% | Added |
| Silver Lake Advisory, LLC | 981 | $407.4K | 0.23% | +981 | New |
| Qtron Investments LLC | 961 | $398.9K | 0.08% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 955 | $396.4K | 0.05% | −78−7.6% | Reduced |
| Pathstone Family Office, LLC | 948 | $396.1K | 0.01% | −1,121−54.2% | Reduced |
| Versant Capital Management, Inc | 931 | $386.4K | 0.13% | −11−1.2% | Reduced |
| Precision Wealth Strategies, LLC | 923 | $383.1K | 0.60% | −33−3.5% | Reduced |
| Symmetry Partners, LLC | 920 | $382.0K | 0.02% | 00.0% | Unchanged |
| Rockland Trust Co | 919 | $381.5K | 0.02% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 912 | $378.6K | 0.07% | +368+67.6% | Added |
| KLR Investment Advisors, LLC | 907 | $376.5K | 0.33% | −72−7.4% | Reduced |
| Vestcor Inc | 901 | $374.0K | 0.01% | 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 |
| KCM Investment Advisors LLC | 899 | $373.2K | 0.02% | 00.0% | Unchanged |
| Ieq Capital, LLC | 890 | $369.5K | 0.01% | +285+47.1% | Added |
| Covenant Partners, LLC | 883 | $366.5K | 0.14% | −147−14.3% | Reduced |
| MQS Management LLC | 880 | $365.3K | 0.23% | +12+1.4% | Added |
| Old National Bancorp | 869 | $360.7K | 0.01% | +101+13.2% | Added |
| Beacon Investment Advisory Services, Inc. | 864 | $358.6K | 0.02% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 853 | $354.1K | 0.01% | +153+21.9% | Added |
| Rowland & Co Investment Counsel | 850 | $352.8K | 0.09% | −10−1.2% | Reduced |
| Colony Group LLC | 848 | $352.0K | 0.01% | +35+4.3% | Added |
| Brady Family Wealth, LLC | 845 | $350.8K | 0.14% | −13−1.5% | Reduced |
| World Equity Group, Inc. | 9,108 | $346.8K | 0.06% | +9,108 | New |
| Paradigm Asset Management Co LLC | 800 | $332.1K | 0.09% | 00.0% | Unchanged |
| Alps Advisors Inc | 793 | $329.2K | 0.00% | +83+11.7% | Added |
| Harbor Capital Advisors, Inc. | 786 | $326.3K | 0.09% | +786 | New |
| Keybank National Association | 786 | $326.3K | 0.00% | +141+21.9% | Added |
| Parsons Capital Management Inc | 784 | $325.4K | 0.03% | 00.0% | Unchanged |
| Stokes Capital Advisors, LLC | 779 | $323.4K | 0.11% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 762 | $316.3K | 0.19% | +762 | New |
| Dumont & Blake Investment Advisors LLC | 759 | $315.0K | 0.11% | +2+0.3% | Added |
| Alliance Wealth Advisors, LLC | 752 | $312.1K | 0.13% | +18+2.5% | Added |
| Milestone Advisory Partners | 750 | $311.3K | 0.29% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 749 | $310.9K | 0.09% | −17−2.2% | Reduced |
| Wetherby Asset Management Inc | 743 | $308.4K | 0.02% | −2−0.3% | Reduced |
| Apeiron RIA LLC | 740 | $307.0K | 0.11% | +14+1.9% | Added |
| Two Sigma Securities, LLC | 734 | $304.7K | 0.03% | +81+12.4% | Added |