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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.

Q2 2023 vs. Q1 2023

How the institutions holding Factset Research Systems Inc changed between Q1 2023 and Q2 2023.

All holders in Q2 2023All holders in Q1 2023

13F holders of FDS: Q1 2023 compared with Q2 2023
MeasureQ1 2023Of which not filed for Q2 2023Q2 2023Change
Holders7232737+16
Shares33.6M5.76K34.3M+685.7K (+2.0%)
Value$14.0B$2.40M$13.7B−$271.0M (−1.9%)

2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (77)

Institutions that held Factset Research Systems Inc at the end of Q2 2023 but not at the end of Q1 2023.

Institutions new to FDS in Q2 2023
InstitutionSharesValue% of portfolio
Congress Asset Management Co263,630$105.6M0.92%
Spence Asset Management31,123$12.5M3.49%
Worldquant Millennium Advisors LLC26,377$10.6M0.18%
Congress Wealth Management LLC25,948$10.4M0.24%
Hantz Financial Services, Inc.25,899$10.4M0.26%
Renaissance Technologies LLC22,350$8.96M0.01%
Running Oak Capital LLC17,699$7.09M1.74%
Kornitzer Capital Management Inc17,144$6.87M0.14%
XXEC, Inc.10,218$4.09M3.13%
Duality Advisers, LP9,839$3.94M0.50%
Squarepoint Ops LLC5,577$2.23M0.01%
Tsai Capital Corp5,534$2.22M2.01%
Fiduciary Trust Co4,371$1.75M0.03%
Cordatus Wealth Management LLC4,350$1.74M0.66%
Strategic Wealth Partners, Ltd.4,040$1.62M0.21%
FORA Capital, LLC4,038$1.62M0.23%
Edgestream Partners, L.P.3,900$1.56M0.14%
Quadrature Capital Ltd3,066$1.23M0.03%
Harel Insurance Investments & Financial Services Ltd.3,100$1.23M0.03%
Portside Wealth Group, LLC2,555$1.02M0.19%
Virtu Financial LLC2,287$916.0K0.07%
Change Path, LLC2,001$802.0K0.04%
Mount Yale Investment Advisors, LLC1,902$762.0K0.08%
Palumbo Wealth Management LLC1,691$677.5K0.41%
Argent Trust Co1,604$642.6K0.03%
Summit Financial, LLC1,333$534.1K0.04%
Aigen Investment Management, LP1,310$524.9K0.08%
Woodline Partners LP1,247$499.6K0.01%
Axq Capital, LP1,200$480.8K0.59%
We Are One Seven, LLC1,141$457.1K0.04%
Centiva Capital, LP1,089$436.3K0.02%
Opal Wealth Advisors, LLC1,001$401.1K0.20%
Teza Capital Management LLC945$378.6K0.06%
Atria Wealth Solutions, Inc.939$376.0K0.01%
Brinker Capital Investments, LLC899$360.2K0.00%
Orion Portfolio Solutions, LLC899$360.2K0.00%
KFG Wealth Management, LLC831$332.9K0.19%
Dark Forest Capital Management LP765$306.5K0.03%
IHT Wealth Management, LLC720$288.6K0.02%
Motley Fool Asset Management LLC705$282.5K0.03%
Apella Capital, LLC703$281.7K0.02%
iA Global Asset Management Inc.681$273.0K0.01%
Canandaigua National Bank & Trust Co669$268.0K0.04%
Legacy Wealth Asset Management, LLC666$266.8K0.09%
Pearl River Capital, LLC627$251.2K0.04%
Capital Advisors Inc603$241.6K0.01%
DoubleLine ETF Adviser LP551$220.8K0.08%
XTX Topco Ltd504$201.9K0.04%
DFPG Investments, LLC474$201.5K0.02%
V-Square Quantitative Management LLC314$125.8K0.09%
UniSuper Management Pty Ltd300$120.2K0.00%
Annapolis Financial Services, LLC269$107.8K0.03%
Park Place Capital Corp232$93.0K0.03%
Washington Trust Co220$88.1K0.00%
Fairfield, Bush & Co.170$68.1K0.02%
West Tower Group, LLC144$57.7K0.04%
Vestor Capital, LLC130$52.0K0.01%
Exchange Traded Concepts, LLC107$42.9K0.00%
Tyler-Stone Wealth Management81$32.0K0.02%
Kapitalo Investimentos Ltda79$31.7K0.01%
First Capital Advisors Group, LLC.76$30.4K0.02%
GoalVest Advisory LLC44$17.6K0.01%
Buck Wealth Strategies, LLC37$14.8K0.01%
Old Point Trust & Financial Services N A33$13.2K0.01%
WR Wealth Planners, LLC26$10.4K0.00%
PFS Partners, LLC12$4.81K0.00%
Wolff Wiese Magana LLC10$4.01K0.00%
Tradition Wealth Management, LLC9$4.00K0.00%
Northwest Capital Management Inc9$3.61K0.00%
City State Bank7$3.00K0.00%
WealthPLAN Partners, LLC7$2.81K0.00%
Geneos Wealth Management Inc.6$2.40K0.00%
Live Oak Investment Partners–$2.00K0.00%
Zions Bancorporation, N.A.1$4010.00%
Crewe Advisors LLC1$4010.00%
VisionPoint Advisory Group, LLC1$4010.00%
Comerica Bank96,309$60.00%

Sold out (61)

Institutions that held Factset Research Systems Inc at the end of Q1 2023 and filed for Q2 2023 without it.

Institutions that sold out of FDS in Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
Alyeska Investment Group, L.P.19,215$7.98M
Walleye Capital LLC19,001$7.89M
Gillson Capital LP19,000$7.89M
ExodusPoint Capital Management, LP14,636$6.08M
Erste Asset Management GmbH14,000$5.75M
Tudor Investment Corp Et Al11,867$4.93M
Graham Capital Management, L.P.11,831$4.91M
Point72 Europe (London) LLP11,600$4.82M
Stony Point Capital LLC10,418$4.32M
Cinctive Capital Management LP9,634$4.00M
Zacks Investment Management9,055$3.76M
Carlson Capital L P8,434$3.50M
HRT Financial LP8,415$3.49M
Westpac Banking Corp3,081$1.28M
Chiron Investment Management, LLC2,796$1.16M
Jefferies Financial Group Inc.2,701$1.12M
Axiom Investors LLC2,182$905.7K
Inceptionr LLC1,631$677.0K
Winton Group Ltd1,607$667.0K
Qsemble Capital Management, LP1,550$643.4K
Caxton Associates LP1,333$553.3K
Acrisure Capital Management, LLC1,235$512.6K
M Holdings Securities, Inc.1,190$494.0K
Portman Square Capital LLP1,175$487.7K
Wolverine Trading, LLC1,059$435.0K
Gyroscope Capital Management Group, LLC1,000$415.1K
Credit Capital Investments LLC1,000$415.1K
Point72 Asset Management, L.P.900$373.6K
Ieq Capital, LLC890$369.5K
MQS Management LLC880$365.3K
Paradigm Asset Management Co LLC800$332.1K
Bridgefront Capital, LLC762$316.3K
Cerity Partners LLC725$300.5K
Coastline Trust Co710$294.7K
CWA Asset Management Group, LLC696$288.9K
Healthcare of Ontario Pension Plan Trust Fund678$281.4K
Gotham Asset Management, LLC627$260.3K
One Capital Management, LLC609$252.8K
Quantinno Capital Management LP576$239.0K
Pinnacle Associates Ltd517$214.6K
Trivant Custom Portfolio Group, LLC222$92.2K
Goldstream Capital Management Ltd148$61.4K
Ellevest, Inc.144$59.8K
Milestone Investment Advisors LLC105$43.6K
Baillie Gifford & Co80$33.2K
Quarry LP58$24.1K
Fred Alger Management, LLC48$19.9K
American National Bank44$18.3K
Fortis Capital Advisors, LLC24$9.96K
Leonteq Securities AG23$9.55K
Colonial Trust Advisors20$8.30K
Ameritas Advisory Services, LLC14$5.91K
Schubert & Co13$5.40K
TCI Wealth Advisors, Inc.8$3.32K
Plante Moran Financial Advisors, LLC6$2.49K
BerganKDV Wealth Management, LLC5$2.10K
Grove Bank & Trust5$2.08K
Morton Brown Family Wealth, LLC4$1.66K
Grey Fox Wealth Advisors, LLC3$1.25K
TFC Financial Management1$416
Avion Wealth1$0

Not filed for Q2 2023 yet (2)

Institutions that held Factset Research Systems Inc at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding FDS in Q1 2023 that haven't filed for Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
Stonnington Group, LLC4,079$1.70M
Cerro Pacific Wealth Advisors LLC1,678$696.4K