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 |
|---|---|---|---|---|---|
| Ellevest, Inc. | 144 | $59.8K | 0.00% | +28+24.1% | Added |
| Ronald Blue Trust, Inc. | 139 | $56.0K | 0.00% | −251−64.4% | Reduced |
| Sandy Spring Bank | 124 | $51.5K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 118 | $49.0K | 0.00% | −8,653−98.7% | Reduced |
| Credit Agricole S A | 116 | $48.1K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 116 | $48.1K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 111 | $46.0K | 0.02% | −1−0.9% | Reduced |
| TD Private Client Wealth LLC | 106 | $44.0K | 0.00% | +10+10.4% | Added |
| Allworth Financial LP | 105 | $43.6K | 0.00% | +2+1.9% | Added |
| Milestone Investment Advisors LLC | 105 | $43.6K | 0.01% | +105 | New |
| Cary Street Partner Investment Advisory LLC | 104 | $43.2K | 0.00% | −11−9.6% | Reduced |
| Compass Wealth Management LLC | 103 | $42.8K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 103 | $42.8K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 100 | $41.5K | 0.01% | −2−2.0% | Reduced |
| Pinnacle Financial Partners Inc | 100 | $41.5K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 100 | $41.5K | 0.05% | 00.0% | Unchanged |
| Alta Advisers Ltd | 100 | $41.5K | 0.02% | 00.0% | Unchanged |
| Cambridge Trust Co | 98 | $40.7K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 92 | $38.2K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 85 | $35.3K | 0.00% | −4−4.5% | Reduced |
| Baldwin Brothers Inc | 85 | $35.3K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 82 | $34.0K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 81 | $33.6K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 80 | $33.2K | 0.00% | +8+11.1% | Added |
| DT Investment Partners, LLC | 80 | $32.9K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 76 | $32.0K | 0.01% | +37+94.9% | Added |
| Hartford Financial Management Inc. | 75 | $31.1K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 79 | $31.1K | 0.00% | +2+2.6% | Added |
| Motco | 67 | $27.8K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 67 | $27.7K | 0.01% | −5−6.9% | Reduced |
| Quent Capital, LLC | 66 | $27.5K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 64 | $26.6K | 0.00% | −4−5.9% | Reduced |
| Rosenberg Matthew Hamilton | 64 | $26.4K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 63 | $26.2K | 0.01% | +24+61.5% | Added |
| Ogorek Anthony Joseph | 65 | $26.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 62 | $25.0K | 0.00% | −43−41.0% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 60 | $25.0K | 0.02% | 00.0% | Unchanged |
| Arrow Financial Corp | 60 | $24.9K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 58 | $24.1K | 0.01% | +21+56.8% | Added |
| Strategic Investment Solutions, Inc. | 58 | $24.1K | 0.00% | +58 | New |
| JFS Wealth Advisors, LLC | 54 | $22.4K | 0.00% | −21−28.0% | Reduced |
| Massmutual Trust Co FSB | 54 | $22.4K | 0.00% | +24+80.0% | Added |
| Valley National Advisers Inc | 53 | $22.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 52 | $21.6K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 49 | $20.3K | 0.03% | 00.0% | Unchanged |
| NVWM, LLC | 49 | $20.3K | 0.01% | +5+11.4% | Added |
| Fred Alger Management, LLC | 48 | $19.9K | 0.00% | −59−55.1% | Reduced |
| Thompson Investment Management, Inc. | 48 | $19.9K | 0.00% | +48 | New |
| Salem Investment Counselors Inc | 46 | $19.1K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 45 | $18.7K | 0.00% | −15−25.0% | Reduced |
| MV Capital Management, Inc. | 45 | $18.7K | 0.00% | 00.0% | Unchanged |
| American National Bank | 44 | $18.3K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 43 | $17.8K | 0.00% | −37−46.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 37 | $15.3K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 37 | $15.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 35 | $15.0K | 0.01% | −1−2.8% | Reduced |
| Proequities, Inc. | 35 | $14.5K | 0.00% | −26−42.6% | Reduced |
| Arlington Partners LLC | 32 | $13.3K | 0.00% | +32 | New |
| Key Financial Inc | 30 | $12.5K | 0.00% | −140−82.4% | Reduced |
| C M Bidwell & Associates Ltd | 29 | $12.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 29 | $12.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 29 | $12.0K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 28 | $11.6K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 28 | $11.6K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 27 | $11.2K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 26 | $10.8K | 0.00% | −17−39.5% | Reduced |
| Umb Bank N A | 25 | $10.4K | 0.00% | −16−39.0% | Reduced |
| McIlrath & Eck, LLC | 25 | $10.4K | 0.00% | +25 | New |
| Fortis Capital Advisors, LLC | 24 | $9.96K | 0.01% | +3+14.3% | Added |
| IFP Advisors, Inc | 47 | $9.59K | 0.00% | −394−89.3% | Reduced |
| SJS Investment Consulting Inc. | 23 | $9.55K | 0.00% | −39−62.9% | Reduced |
| Leonteq Securities AG | 23 | $9.55K | 0.00% | −101−81.5% | Reduced |
| Tortoise Investment Management, LLC | 21 | $8.72K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 20 | $8.30K | 0.00% | −10−33.3% | Reduced |
| Colonial Trust Advisors | 20 | $8.30K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 20 | $8.30K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 20 | $8.30K | 0.00% | +6+42.9% | Added |
| Gradient Investments LLC | 19 | $7.89K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 17 | $7.06K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 16 | $6.42K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 14 | $5.91K | 0.00% | +14 | New |
| Schubert & Co | 13 | $5.40K | 0.00% | −3−18.8% | Reduced |
| Centennial Bank | 13 | $5.40K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 12 | $4.98K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $4.15K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 10 | $4.15K | 0.00% | +1+11.1% | Added |
| Carolinas Wealth Consulting LLC | 10 | $4.15K | 0.00% | +10 | New |
| Winch Advisory Services, LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 9 | $3.74K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 9 | $3.74K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 8 | $3.32K | 0.00% | −1−11.1% | Reduced |
| Toth Financial Advisory Corp | 8 | $3.32K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 8 | $3.32K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 8 | $3.32K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 8 | $3.32K | 0.00% | +3+60.0% | Added |
| Vigilant Capital Management, LLC | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 7 | $2.91K | 0.00% | −35−83.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 6 | $2.49K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 6 | $2.49K | 0.00% | 00.0% | Unchanged |