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, Q2 2023
Institutional positions in Factset Research Systems Inc as of Jun 30, 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
- 737
- +16 vs. Q1 2023
- Shares held
- 34.3M
- +685.7K (+2.0%) vs. Q1 2023
- Total value
- $13.7B
- −$271.0M (−1.9%) vs. Q1 2023
- New holders
- 77
- 249 more added
- Sold out
- 61
- 258 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Factset Research Systems Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Comerica Bank | 96,309 | $6 | 0.00% | +96,309 | New |
| Zions Bancorporation, N.A. | 1 | $401 | 0.00% | +1 | New |
| Crewe Advisors LLC | 1 | $401 | 0.00% | +1 | New |
| VisionPoint Advisory Group, LLC | 1 | $401 | 0.00% | +1 | New |
| PSI Advisors, LLC | 2 | $801 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2 | $802 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 401 | $873 | 0.00% | −14−3.4% | Reduced |
| Gradient Investments LLC | 3 | $1.20K | 0.00% | −16−84.2% | Reduced |
| Concord Wealth Partners | 3 | $1.20K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 3 | $1.20K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 4 | $1.60K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 4 | $1.60K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 4 | $1.60K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $2.00K | 0.00% | – | New |
| Lee Financial Co | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 6 | $2.40K | 0.00% | −14−70.0% | Reduced |
| Horan Securities, Inc. | 6 | $2.40K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 6 | $2.40K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 6 | $2.40K | 0.00% | +6 | New |
| WealthPLAN Partners, LLC | 7 | $2.81K | 0.00% | +7 | New |
| Vigilant Capital Management, LLC | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 7 | $3.00K | 0.00% | +7 | New |
| SOA Wealth Advisors, LLC. | 8 | $3.21K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 8 | $3.21K | 0.00% | −2−20.0% | Reduced |
| Montag A & Associates Inc | 8 | $3.21K | 0.00% | −1−11.1% | Reduced |
| Toth Financial Advisory Corp | 8 | $3.21K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 8 | $3.21K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 8 | $3.22K | 0.00% | −55−87.3% | Reduced |
| Northwest Capital Management Inc | 9 | $3.61K | 0.00% | +9 | New |
| Abound Wealth Management | 9 | $3.61K | 0.00% | +1+12.5% | Added |
| Winch Advisory Services, LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 9 | $4.00K | 0.00% | +9 | New |
| Duncker Streett & Co Inc | 10 | $4.01K | 0.00% | −10−50.0% | Reduced |
| Larson Financial Group LLC | 10 | $4.01K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $4.01K | 0.00% | +10 | New |
| Carolinas Wealth Consulting LLC | 10 | $4.02K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 12 | $4.81K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 12 | $4.81K | 0.00% | +12 | New |
| Cambridge Trust Co | 13 | $5.21K | 0.00% | −85−86.7% | Reduced |
| Centennial Bank | 13 | $5.21K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 15 | $6.01K | 0.00% | +12+400.0% | Added |
| Umb Bank N A | 16 | $6.41K | 0.00% | −9−36.0% | Reduced |
| FinTrust Capital Advisors, LLC | 16 | $6.42K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 17 | $6.81K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 17 | $7.00K | 0.00% | +16+1,600.0% | Added |
| Hexagon Capital Partners LLC | 20 | $8.01K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 21 | $8.41K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 22 | $8.81K | 0.00% | −1−4.3% | Reduced |
| IFP Advisors, Inc | 49 | $9.99K | 0.00% | +2+4.3% | Added |
| Assetmark, Inc | 26 | $10.4K | 0.00% | +17+188.9% | Added |
| Baker Avenue Asset Management, LP | 26 | $10.4K | 0.00% | +19+271.4% | Added |
| WR Wealth Planners, LLC | 26 | $10.4K | 0.00% | +26 | New |
| Federated Hermes, Inc. | 27 | $10.8K | 0.00% | −176−86.7% | Reduced |
| Johnson Financial Group, Inc. | 27 | $10.8K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 28 | $11.2K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 29 | $11.6K | 0.01% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 29 | $11.6K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 29 | $11.6K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 28 | $11.9K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 30 | $12.0K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 32 | $12.8K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 33 | $13.2K | 0.00% | +8+32.0% | Added |
| Old Point Trust & Financial Services N A | 33 | $13.2K | 0.01% | +33 | New |
| Parkside Financial Bank & Trust | 33 | $13.2K | 0.00% | +7+26.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 37 | $14.8K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 37 | $14.8K | 0.01% | +37 | New |
| Centerpoint Advisors, LLC | 37 | $15.0K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 43 | $17.2K | 0.02% | −6−12.2% | Reduced |
| Tfo-TDC, LLC | 43 | $17.2K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 44 | $17.6K | 0.01% | +44 | New |
| Clearstead Advisors, LLC | 45 | $18.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 46 | $18.4K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 47 | $18.8K | 0.00% | +2+4.4% | Added |
| Walleye Trading LLC | 48 | $19.2K | 0.00% | −1,958−97.6% | Reduced |
| Thompson Investment Management, Inc. | 48 | $19.2K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 49 | $19.6K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 50 | $20.0K | 0.01% | −26−34.2% | Reduced |
| TD Waterhouse Canada Inc. | 52 | $20.5K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 52 | $20.8K | 0.01% | −15−22.4% | Reduced |
| JFS Wealth Advisors, LLC | 53 | $21.2K | 0.00% | −1−1.9% | Reduced |
| Valley National Advisers Inc | 53 | $22.0K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 58 | $22.6K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 60 | $24.0K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 60 | $24.1K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 61 | $24.4K | 0.00% | −3−4.7% | Reduced |
| Smithfield Trust Co | 62 | $25.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 64 | $25.5K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 65 | $26.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 64 | $26.0K | 0.02% | +29+82.9% | Added |
| Glassman Wealth Services | 65 | $26.0K | 0.00% | −35−35.0% | Reduced |
| Massmutual Trust Co FSB | 66 | $26.4K | 0.00% | +12+22.2% | Added |
| Quent Capital, LLC | 66 | $26.6K | 0.00% | 00.0% | Unchanged |
| Motco | 70 | $28.0K | 0.00% | +3+4.5% | Added |
| Ronald Blue Trust, Inc. | 72 | $30.0K | 0.00% | −67−48.2% | Reduced |
| Hartford Financial Management Inc. | 75 | $30.0K | 0.01% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 76 | $30.4K | 0.02% | +76 | New |