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 |
|---|---|---|---|---|---|
| Cary Street Partner Investment Advisory LLC | 78 | $31.3K | 0.00% | −26−25.0% | Reduced |
| Kapitalo Investimentos Ltda | 79 | $31.7K | 0.01% | +79 | New |
| Tyler-Stone Wealth Management | 81 | $32.0K | 0.02% | +81 | New |
| Global Retirement Partners, LLC | 80 | $32.1K | 0.00% | +1+1.3% | Added |
| Bogart Wealth, LLC | 81 | $32.5K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 82 | $32.9K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 84 | $33.7K | 0.00% | −1−1.2% | Reduced |
| Baldwin Brothers Inc | 85 | $34.1K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 80 | $34.7K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 92 | $36.9K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 94 | $37.7K | 0.00% | −93−49.7% | Reduced |
| Allworth Financial LP | 100 | $40.1K | 0.00% | −5−4.8% | Reduced |
| Pinnacle Financial Partners Inc | 100 | $40.1K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 100 | $40.1K | 0.04% | 00.0% | Unchanged |
| Alta Advisers Ltd | 100 | $40.1K | 0.02% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 103 | $41.3K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 103 | $41.3K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 106 | $42.5K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 107 | $42.9K | 0.00% | +107 | New |
| Front Row Advisors LLC | 111 | $44.0K | 0.02% | 00.0% | Unchanged |
| Credit Agricole S A | 116 | $46.5K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 116 | $46.5K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 116 | $46.5K | 0.00% | −70−37.6% | Reduced |
| Pinebridge Investments, L.P. | 119 | $47.7K | 0.00% | +1+0.8% | Added |
| Sandy Spring Bank | 124 | $49.7K | 0.00% | 00.0% | Unchanged |
| Vestor Capital, LLC | 130 | $52.0K | 0.01% | +130 | New |
| Proequities, Inc. | 140 | $56.1K | 0.00% | +105+300.0% | Added |
| West Tower Group, LLC | 144 | $57.7K | 0.04% | +144 | New |
| Clean Yield Group | 150 | $60.1K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 165 | $66.1K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 165 | $66.1K | 0.01% | −65−28.3% | Reduced |
| Fairfield, Bush & Co. | 170 | $68.1K | 0.02% | +170 | New |
| Atticus Wealth Management, LLC | 182 | $72.9K | 0.03% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 183 | $73.3K | 0.02% | −7−3.7% | Reduced |
| Swedbank AB | 185 | $74.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 203 | $81.4K | 0.00% | −13−6.0% | Reduced |
| Huntington National Bank | 209 | $83.7K | 0.00% | −25−10.7% | Reduced |
| Washington Trust Co | 220 | $88.1K | 0.00% | +220 | New |
| Addison Advisors LLC | 225 | $90.1K | 0.04% | 00.0% | Unchanged |
| Park Place Capital Corp | 232 | $93.0K | 0.03% | +232 | New |
| Capital Advisors, Ltd. LLC | 242 | $97.0K | 0.01% | −12−4.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 252 | $101.0K | 0.00% | −275−52.2% | Reduced |
| Desjardins Global Asset Management Inc. | 256 | $102.6K | 0.01% | −904−77.9% | Reduced |
| EverSource Wealth Advisors, LLC | 262 | $105.0K | 0.01% | +261+26,100.0% | Added |
| Sentry Investment Management LLC | 261 | $105.0K | 0.04% | 00.0% | Unchanged |
| MCF Advisors LLC | 264 | $105.8K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 269 | $107.8K | 0.03% | +269 | New |
| Ci Investments Inc. | 288 | $115.0K | 0.00% | +9+3.2% | Added |
| First Horizon Advisors, Inc. | 294 | $118.1K | 0.00% | −7−2.3% | Reduced |
| UniSuper Management Pty Ltd | 300 | $120.2K | 0.00% | +300 | New |
| Riverview Trust Co | 301 | $120.6K | 0.11% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 301 | $120.6K | 0.01% | +8+2.7% | Added |
| Signaturefd, LLC | 308 | $123.4K | 0.00% | −67−17.9% | Reduced |
| V-Square Quantitative Management LLC | 314 | $125.8K | 0.09% | +314 | New |
| Benjamin F. Edwards & Company, Inc. | 344 | $138.0K | 0.01% | −148−30.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 348 | $139.4K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 357 | $143.0K | 0.02% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 400 | $160.0K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 411 | $164.7K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 439 | $174.0K | 0.00% | +242+122.8% | Added |
| Delta Asset Management LLC | 450 | $180.3K | 0.02% | 00.0% | Unchanged |
| Estabrook Capital Management | 455 | $182.3K | 0.03% | 00.0% | Unchanged |
| World Equity Group, Inc. | 500 | $200.3K | 0.06% | −8,608−94.5% | Reduced |
| Middleton & Co Inc | 500 | $200.3K | 0.03% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 500 | $200.3K | 0.04% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 500 | $200.3K | 0.04% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 503 | $201.5K | 0.02% | −113−18.3% | Reduced |
| DFPG Investments, LLC | 474 | $201.5K | 0.02% | +474 | New |
| XTX Topco Ltd | 504 | $201.9K | 0.04% | +504 | New |
| Smith Shellnut Wilson LLC | 508 | $203.5K | 0.11% | −34−6.3% | Reduced |
| Baron Wealth Management LLC | 509 | $203.9K | 0.13% | 00.0% | Unchanged |
| Davis R M Inc | 508 | $204.0K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 511 | $204.7K | 0.18% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 514 | $206.0K | 0.00% | −182−26.1% | Reduced |
| Legacy Financial Advisors, Inc. | 515 | $206.3K | 0.04% | +24+4.9% | Added |
| River Wealth Advisors LLC | 527 | $211.1K | 0.04% | −14−2.6% | Reduced |
| Sage Private Wealth Group, LLC | 532 | $213.4K | 0.29% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 539 | $216.0K | 0.00% | −5−0.9% | Reduced |
| Harbor Investment Advisory, LLC | 540 | $216.4K | 0.03% | +9+1.7% | Added |
| CIBC Private Wealth Group, LLC | 541 | $216.8K | 0.00% | +6+1.1% | Added |
| Horizon Investments, LLC | 542 | $217.2K | 0.01% | +53+10.8% | Added |
| DoubleLine ETF Adviser LP | 551 | $220.8K | 0.08% | +551 | New |
| SYSTM Wealth Solutions LLC | 554 | $222.0K | 0.03% | −4−0.7% | Reduced |
| Gamco Investors, Inc. Et Al | 555 | $222.4K | 0.00% | +50+9.9% | Added |
| Intrua Financial, LLC | 560 | $224.2K | 0.04% | +42+8.1% | Added |
| Martingale Asset Management L P | 565 | $226.4K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 565 | $226.5K | 0.02% | −128−18.5% | Reduced |
| Intrust Bank NA | 572 | $229.2K | 0.03% | +2+0.4% | Added |
| Tocqueville Asset Management L.P. | 575 | $230.4K | 0.00% | 00.0% | Unchanged |
| Martin Investment Management, LLC | 575 | $230.4K | 0.06% | 00.0% | Unchanged |
| Veriti Management LLC | 575 | $230.4K | 0.03% | −1−0.2% | Reduced |
| AMG National Trust Bank | 585 | $234.4K | 0.01% | −31−5.0% | Reduced |
| Koshinski Asset Management, Inc. | 595 | $238.5K | 0.03% | +48+8.8% | Added |
| Capital Advisors Inc | 603 | $241.6K | 0.01% | +603 | New |
| Perigon Wealth Management, LLC | 604 | $242.0K | 0.01% | +51+9.2% | Added |
| Bennett Selby Investments LP | 615 | $246.5K | 0.14% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 616 | $247.0K | 0.10% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 620 | $248.4K | 0.08% | −311−33.4% | Reduced |
| Kolinsky Wealth Management, LLC | 632 | $250.0K | 0.24% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 625 | $250.4K | 0.25% | 00.0% | Unchanged |