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 |
|---|---|---|---|---|---|
| Pearl River Capital, LLC | 627 | $251.2K | 0.04% | +627 | New |
| Haverford Trust Co | 630 | $252.4K | 0.00% | +19+3.1% | Added |
| Checchi Capital Advisers, LLC | 631 | $252.8K | 0.02% | −37−5.5% | Reduced |
| Greenleaf Trust | 632 | $253.2K | 0.00% | −72−10.2% | Reduced |
| Integrated Wealth Concepts LLC | 633 | $253.8K | 0.00% | +39+6.6% | Added |
| Seelaus Asset Management LLC | 640 | $256.0K | 0.20% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 654 | $262.0K | 0.20% | +2+0.3% | Added |
| Integrated Investment Consultants, LLC | 664 | $266.0K | 0.08% | +39+6.2% | Added |
| Legacy Wealth Asset Management, LLC | 666 | $266.8K | 0.09% | +666 | New |
| Canandaigua National Bank & Trust Co | 669 | $268.0K | 0.04% | +669 | New |
| Fort Washington Investment Advisors Inc | 672 | $269.2K | 0.00% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 679 | $272.2K | 0.06% | +16+2.4% | Added |
| iA Global Asset Management Inc. | 681 | $273.0K | 0.01% | +681 | New |
| Sawtooth Solutions, LLC | 684 | $274.1K | 0.01% | −20−2.8% | Reduced |
| Bleakley Financial Group, LLC | 684 | $274.1K | 0.01% | −3−0.4% | Reduced |
| Synovus Financial Corp | 685 | $274.4K | 0.00% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 689 | $276.0K | 0.00% | −1−0.1% | Reduced |
| Apella Capital, LLC | 703 | $281.7K | 0.02% | +703 | New |
| Motley Fool Asset Management LLC | 705 | $282.5K | 0.03% | +705 | New |
| Tiaa, FSB | 712 | $285.3K | 0.00% | −20−2.7% | Reduced |
| Jump Financial, LLC | 718 | $287.7K | 0.01% | +4+0.6% | Added |
| IHT Wealth Management, LLC | 720 | $288.6K | 0.02% | +720 | New |
| Wetherby Asset Management Inc | 723 | $289.7K | 0.02% | −20−2.7% | Reduced |
| Ossiam | 726 | $290.9K | 0.01% | −10,402−93.5% | Reduced |
| Empirical Finance, LLC | 733 | $293.7K | 0.02% | +145+24.7% | Added |
| Milestone Advisory Partners | 750 | $300.5K | 0.27% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 753 | $301.7K | 0.12% | +147+24.3% | Added |
| Dumont & Blake Investment Advisors LLC | 754 | $302.0K | 0.10% | −5−0.7% | Reduced |
| HBK Sorce Advisory LLC | 764 | $306.1K | 0.01% | +50+7.0% | Added |
| Dark Forest Capital Management LP | 765 | $306.5K | 0.03% | +765 | New |
| PEAK6 Investments LLC | 769 | $308.1K | 0.03% | −1,252−61.9% | Reduced |
| Old National Bancorp | 770 | $308.5K | 0.01% | −99−11.4% | Reduced |
| Rowland & Co Investment Counsel | 770 | $308.5K | 0.07% | −80−9.4% | Reduced |
| Apeiron RIA LLC | 774 | $310.2K | 0.11% | +34+4.6% | Added |
| Stokes Capital Advisors, LLC | 779 | $312.1K | 0.11% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 784 | $314.1K | 0.02% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 787 | $315.3K | 0.08% | +38+5.1% | Added |
| CWM, LLC | 794 | $318.0K | 0.00% | −219−21.6% | Reduced |
| EP Wealth Advisors, LLC | 7,289 | $319.8K | 0.00% | −4,615−38.8% | Reduced |
| Alps Advisors Inc | 803 | $321.7K | 0.00% | +10+1.3% | Added |
| Harbor Capital Advisors, Inc. | 822 | $329.3K | 0.07% | +36+4.6% | Added |
| Tokio Marine Asset Management Co Ltd | 824 | $330.1K | 0.02% | +105+14.6% | Added |
| Raymond James Trust N.A. | 827 | $332.0K | 0.01% | −160−16.2% | Reduced |
| KFG Wealth Management, LLC | 831 | $332.9K | 0.19% | +831 | New |
| Colony Group LLC | 847 | $339.0K | 0.00% | −1−0.1% | Reduced |
| Donoghue Forlines LLC | 851 | $341.0K | 0.11% | +331+63.7% | Added |
| Brady Family Wealth, LLC | 861 | $345.0K | 0.13% | +16+1.9% | Added |
| Beacon Investment Advisory Services, Inc. | 864 | $346.2K | 0.02% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 864 | $346.2K | 0.01% | +11+1.3% | Added |
| Meeder Advisory Services, Inc. | 883 | $353.8K | 0.04% | −72−7.5% | Reduced |
| KLR Investment Advisors, LLC | 888 | $355.8K | 0.29% | −19−2.1% | Reduced |
| Vestcor Inc | 894 | $358.0K | 0.01% | −7−0.8% | Reduced |
| KCM Investment Advisors LLC | 899 | $360.2K | 0.01% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 899 | $360.2K | 0.00% | +899 | New |
| Orion Portfolio Solutions, LLC | 899 | $360.2K | 0.00% | +899 | New |
| Alberta Investment Management Corp | 900 | $360.6K | 0.00% | 00.0% | Unchanged |
| Precision Wealth Strategies, LLC | 901 | $361.0K | 0.59% | −22−2.4% | Reduced |
| Symmetry Partners, LLC | 920 | $369.0K | 0.02% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 939 | $376.0K | 0.01% | +939 | New |
| Tobam | 940 | $377.0K | 0.03% | −476−33.6% | Reduced |
| Teza Capital Management LLC | 945 | $378.6K | 0.06% | +945 | New |
| Eqis Capital Management, Inc. | 947 | $379.3K | 0.04% | −252−21.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 953 | $381.8K | 0.01% | +295+44.8% | Added |
| Camden Capital, LLC | 955 | $382.4K | 0.04% | +386+67.8% | Added |
| Qtron Investments LLC | 961 | $385.0K | 0.07% | 00.0% | Unchanged |
| Rockland Trust Co | 963 | $385.8K | 0.02% | +44+4.8% | Added |
| Roberts Glore & Co Inc | 975 | $390.6K | 0.12% | −45−4.4% | Reduced |
| Silver Lake Advisory, LLC | 981 | $393.2K | 0.21% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 984 | $394.2K | 0.07% | +72+7.9% | Added |
| Daymark Wealth Partners, LLC | 989 | $396.3K | 0.03% | −79−7.4% | Reduced |
| Miracle Mile Advisors, LLC | 1,000 | $400.6K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 1,001 | $401.1K | 0.20% | +1,001 | New |
| Dean Investment Associates, LLC | 1,005 | $402.7K | 0.07% | −55−5.2% | Reduced |
| Birch Hill Investment Advisors LLC | 1,012 | $405.5K | 0.02% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 1,013 | $405.9K | 0.08% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 1,021 | $409.1K | 0.03% | +287+39.1% | Added |
| J. W. Coons Advisors, LLC | 1,035 | $414.7K | 0.11% | −150−12.7% | Reduced |
| Hurlow Wealth Management Group, Inc. | 1,043 | $417.9K | 0.18% | 00.0% | Unchanged |
| HM Payson & Co | 1,048 | $419.9K | 0.01% | −50−4.6% | Reduced |
| Alhambra Investment Partners LLC | 1,050 | $420.7K | 0.28% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,059 | $424.3K | 0.01% | +6+0.6% | Added |
| Veritable, L.P. | 1,060 | $424.7K | 0.01% | −62−5.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,061 | $425.0K | 0.01% | −5,351−83.5% | Reduced |
| Impax Asset Management Group plc | 1,062 | $425.5K | 0.00% | +25+2.4% | Added |
| D.A. Davidson & Co. | 1,072 | $429.6K | 0.00% | +13+1.2% | Added |
| Meridian Wealth Management, LLC | 1,086 | $435.0K | 0.04% | −40−3.6% | Reduced |
| Centiva Capital, LP | 1,089 | $436.3K | 0.02% | +1,089 | New |
| Fifth Third Bancorp | 1,091 | $437.1K | 0.00% | +4+0.4% | Added |
| Sit Investment Associates Inc | 1,100 | $441.0K | 0.01% | 00.0% | Unchanged |
| Balentine LLC | 1,101 | $441.2K | 0.01% | −88−7.4% | Reduced |
| Websterrogers Financial Advisors, LLC | 1,118 | $447.9K | 0.20% | 00.0% | Unchanged |
| Chicago Capital, LLC | 1,141 | $457.1K | 0.02% | 00.0% | Unchanged |
| We Are One Seven, LLC | 1,141 | $457.1K | 0.04% | +1,141 | New |
| LMCG Investments, LLC | 1,148 | $459.9K | 0.03% | −12−1.0% | Reduced |
| Virginia Retirement Systems Et Al | 1,152 | $461.5K | 0.00% | −7,500−86.7% | Reduced |
| Palisade Asset Management, LLC | 1,155 | $462.8K | 0.05% | +60+5.5% | Added |
| Shepherd Financial Partners LLC | 1,161 | $465.0K | 0.07% | −310−21.1% | Reduced |
| Connolly Sarah T. | 1,185 | $474.8K | 0.29% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 1,194 | $479.0K | 0.13% | +52+4.6% | Added |
| Douglass Winthrop Advisors, LLC | 1,196 | $479.2K | 0.01% | 00.0% | Unchanged |