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 |
|---|---|---|---|---|---|
| Tiaa, FSB | 732 | $303.8K | 0.00% | −132−15.3% | Reduced |
| Cerity Partners LLC | 725 | $300.5K | 0.00% | −63−8.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 719 | $298.4K | 0.02% | +26+3.8% | Added |
| HBK Sorce Advisory LLC | 714 | $296.4K | 0.01% | −718−50.1% | Reduced |
| Jump Financial, LLC | 714 | $296.4K | 0.01% | +714 | New |
| Coastline Trust Co | 710 | $294.7K | 0.04% | −1,735−71.0% | Reduced |
| Sawtooth Solutions, LLC | 704 | $292.3K | 0.01% | +83+13.4% | Added |
| Greenleaf Trust | 704 | $292.2K | 0.00% | +46+7.0% | Added |
| United Capital Financial Advisers, LLC | 696 | $288.9K | 0.00% | +696 | New |
| CWA Asset Management Group, LLC | 696 | $288.9K | 0.02% | +696 | New |
| Belpointe Asset Management LLC | 693 | $287.7K | 0.02% | +43+6.6% | Added |
| Williams Jones Wealth Management, LLC. | 690 | $286.4K | 0.00% | −3−0.4% | Reduced |
| Bleakley Financial Group, LLC | 687 | $285.2K | 0.01% | −81−10.5% | Reduced |
| Synovus Financial Corp | 685 | $284.3K | 0.00% | −920−57.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 678 | $281.4K | 0.00% | −68,532−99.0% | Reduced |
| Natixis | 672 | $278.9K | 0.00% | −2,291−77.3% | Reduced |
| Fort Washington Investment Advisors Inc | 672 | $278.9K | 0.00% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 668 | $277.3K | 0.03% | +2+0.3% | Added |
| Strategy Asset Managers LLC | 663 | $275.3K | 0.07% | −51−7.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 658 | $273.1K | 0.00% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 652 | $270.6K | 0.22% | −16−2.4% | Reduced |
| Kestra Advisory Services, LLC | 650 | $269.9K | 0.00% | −593−47.7% | Reduced |
| Seelaus Asset Management LLC | 640 | $267.0K | 0.20% | −15−2.3% | Reduced |
| Kolinsky Wealth Management, LLC | 632 | $262.0K | 0.28% | +2+0.3% | Added |
| Cresset Asset Management, LLC | 629 | $261.1K | 0.01% | +629 | New |
| Gotham Asset Management, LLC | 627 | $260.3K | 0.01% | −483−43.5% | 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 |
| Tower Research Capital LLC (TRC) | 619 | $257.0K | 0.01% | −96−13.4% | Reduced |
| Hall Laurie J Trustee | 616 | $256.0K | 0.11% | 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 |
| Bennett Selby Investments LP | 615 | $255.4K | 0.17% | 00.0% | Unchanged |
| Haverford Trust Co | 611 | $253.6K | 0.00% | −225−26.9% | Reduced |
| One Capital Management, LLC | 609 | $252.8K | 0.01% | +609 | New |
| Blueshift Asset Management, LLC | 606 | $251.5K | 0.11% | −499−45.2% | Reduced |
| Peapack Gladstone Financial Corp | 544 | $251.0K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 594 | $247.0K | 0.01% | +594 | New |
| Empirical Finance, LLC | 588 | $244.1K | 0.02% | +68+13.1% | Added |
| Veriti Management LLC | 576 | $239.1K | 0.03% | −124−17.7% | Reduced |
| Quantinno Capital Management LP | 576 | $239.0K | 0.02% | +576 | New |
| 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 |
| Intrust Bank NA | 570 | $236.6K | 0.03% | −7−1.2% | Reduced |
| Camden Capital, LLC | 569 | $236.0K | 0.03% | +21+3.8% | Added |
| Martingale Asset Management L P | 565 | $234.5K | 0.00% | −90−13.7% | Reduced |
| SYSTM Wealth Solutions LLC | 558 | $231.6K | 0.04% | −151−21.3% | Reduced |
| Perigon Wealth Management, LLC | 553 | $229.5K | 0.01% | −10−1.8% | Reduced |
| Point72 Middle East FZE | 548 | $227.6K | 0.01% | −7,639−93.3% | Reduced |
| Koshinski Asset Management, Inc. | 547 | $227.1K | 0.02% | +547 | New |
| Smith Shellnut Wilson LLC | 542 | $225.0K | 0.14% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 541 | $224.6K | 0.04% | +13+2.5% | Added |
| CIBC Private Wealth Group, LLC | 535 | $222.1K | 0.00% | +535 | New |
| Sage Private Wealth Group, LLC | 532 | $221.0K | 0.25% | −28−5.0% | Reduced |
| Harbor Investment Advisory, LLC | 531 | $220.4K | 0.03% | +19+3.7% | Added |
| Edmond de Rothschild Holding S.A. | 527 | $218.8K | 0.01% | −78−12.9% | Reduced |
| Donoghue Forlines LLC | 520 | $215.8K | 0.08% | −2,918−84.9% | Reduced |
| Pinnacle Associates Ltd | 517 | $214.6K | 0.00% | −36−6.5% | Reduced |
| Tilia Fiduciary Partners, Inc. | 511 | $212.1K | 0.20% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 509 | $211.3K | 0.15% | 00.0% | Unchanged |
| Davis R M Inc | 508 | $211.0K | 0.01% | −3−0.6% | Reduced |
| Gamco Investors, Inc. Et Al | 505 | $209.6K | 0.00% | −25−4.7% | Reduced |
| Bessemer Group Inc | 502 | $209.0K | 0.00% | +151+43.0% | Added |
| 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 |
| Intrua Financial, LLC | 518 | $206.2K | 0.04% | −19−3.5% | Reduced |
| Toroso Investments, LLC | 493 | $205.0K | 0.01% | +493 | New |
| Benjamin F. Edwards & Company, Inc. | 492 | $204.0K | 0.01% | −18−3.5% | Reduced |
| Legacy Financial Advisors, Inc. | 491 | $203.8K | 0.04% | +491 | New |
| Horizon Investments, LLC | 489 | $203.0K | 0.01% | −906−64.9% | Reduced |
| Estabrook Capital Management | 455 | $188.9K | 0.03% | −12−2.6% | Reduced |
| Delta Asset Management LLC | 450 | $186.8K | 0.02% | −60−11.8% | Reduced |
| Farmers & Merchants Investments Inc | 411 | $170.6K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 400 | $166.0K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 375 | $155.7K | 0.00% | −37−9.0% | Reduced |
| Caldwell Trust Co | 357 | $148.2K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 348 | $144.5K | 0.00% | −828−70.4% | Reduced |
| First Horizon Advisors, Inc. | 301 | $125.3K | 0.00% | −35−10.4% | Reduced |
| Riverview Trust Co | 301 | $124.9K | 0.11% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 293 | $121.6K | 0.01% | +293 | New |
| Ci Investments Inc. | 279 | $116.0K | 0.00% | −5−1.8% | Reduced |
| MCF Advisors LLC | 264 | $109.6K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 261 | $108.0K | 0.04% | −456−63.6% | Reduced |
| Capital Advisors, Ltd. LLC | 254 | $105.0K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 234 | $97.1K | 0.00% | +25+12.0% | Added |
| Quadrant Capital Group LLC | 230 | $95.5K | 0.01% | +10+4.5% | Added |
| Addison Advisors LLC | 225 | $93.4K | 0.05% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 222 | $92.2K | 0.07% | +222 | New |
| Parallel Advisors, LLC | 216 | $89.8K | 0.00% | −1−0.5% | Reduced |
| Federated Hermes, Inc. | 203 | $84.3K | 0.00% | +34+20.1% | Added |
| Penserra Capital Management LLC | 197 | $80.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 190 | $78.9K | 0.02% | −26−12.0% | Reduced |
| Bokf, NA | 187 | $77.6K | 0.00% | −4,867−96.3% | Reduced |
| Central Trust Co | 186 | $77.2K | 0.00% | −181−49.3% | Reduced |
| Swedbank AB | 185 | $76.8K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 182 | $75.5K | 0.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 165 | $68.5K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 150 | $62.3K | 0.03% | 00.0% | Unchanged |
| Goldstream Capital Management Ltd | 148 | $61.4K | 0.06% | +148 | New |