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 |
|---|---|---|---|---|---|
| Axq Capital, LP | 1,200 | $480.8K | 0.59% | +1,200 | New |
| MAI Capital Management | 1,201 | $481.1K | 0.01% | −45−3.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 1,208 | $484.0K | 0.01% | +6+0.5% | Added |
| Wesbanco Bank Inc | 1,208 | $484.0K | 0.02% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 1,215 | $486.9K | 0.06% | −3−0.2% | Reduced |
| Coldstream Capital Management Inc | 1,222 | $489.7K | 0.02% | −53−4.2% | Reduced |
| Woodline Partners LP | 1,247 | $499.6K | 0.01% | +1,247 | New |
| Quantum Private Wealth, LLC | 1,250 | $500.8K | 0.23% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 1,292 | $517.6K | 0.02% | −1,196−48.1% | Reduced |
| Aigen Investment Management, LP | 1,310 | $524.9K | 0.08% | +1,310 | New |
| SkyView Investment Advisors, LLC | 1,313 | $526.0K | 0.13% | +63+5.0% | Added |
| Lindenwold Advisors | 1,327 | $531.7K | 0.33% | −304−18.6% | Reduced |
| Summit Financial, LLC | 1,333 | $534.1K | 0.04% | +1,333 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,334 | $534.5K | 0.03% | −11−0.8% | Reduced |
| Private Advisor Group, LLC | 1,340 | $536.7K | 0.00% | +56+4.4% | Added |
| Lincoln National Corp | 1,351 | $541.3K | 0.01% | +92+7.3% | Added |
| Contravisory Investment Management, Inc. | 1,358 | $544.1K | 0.14% | +23+1.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 1,376 | $551.0K | 0.04% | +15+1.1% | Added |
| GYL Financial Synergies, LLC | 1,376 | $551.3K | 0.05% | −51−3.6% | Reduced |
| Kestra Advisory Services, LLC | 1,388 | $556.1K | 0.01% | +738+113.5% | Added |
| FourThought Financial Partners, LLC | 1,398 | $560.3K | 0.07% | +162+13.1% | Added |
| Provident Investment Management, Inc. | 1,413 | $566.1K | 0.06% | −20−1.4% | Reduced |
| Conestoga Capital Advisors, LLC | 1,466 | $587.4K | 0.01% | −287−16.4% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 1,485 | $595.0K | 0.36% | +25+1.7% | Added |
| Anchor Capital Advisors LLC | 1,500 | $601.0K | 0.02% | 00.0% | Unchanged |
| Covenant Partners, LLC | 1,524 | $610.6K | 0.22% | +641+72.6% | Added |
| Davenport & Co LLC | 1,529 | $612.6K | 0.00% | −7−0.5% | Reduced |
| Alliance Wealth Advisors, LLC | 1,534 | $614.6K | 0.23% | +782+104.0% | Added |
| Hussman Strategic Advisors, Inc. | 1,550 | $621.0K | 0.11% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 1,551 | $621.4K | 0.01% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 1,567 | $627.7K | 0.11% | −90−5.4% | Reduced |
| Burney Co | 1,569 | $628.6K | 0.03% | −180−10.3% | Reduced |
| Argent Trust Co | 1,604 | $642.6K | 0.03% | +1,604 | New |
| Kestra Private Wealth Services, LLC | 1,613 | $646.2K | 0.02% | +78+5.1% | Added |
| Kenfarb & Co. | 1,625 | $651.0K | 0.57% | 00.0% | Unchanged |
| Wellington Management Group LLP | 1,644 | $658.7K | 0.00% | −5,229−76.1% | Reduced |
| Metropolitan Life Insurance Co | 1,670 | $669.1K | 0.03% | −41−2.4% | Reduced |
| Cetera Investment Advisers | 1,679 | $672.6K | 0.01% | +73+4.5% | Added |
| Palumbo Wealth Management LLC | 1,691 | $677.5K | 0.41% | +1,691 | New |
| Y-Intercept (Hong Kong) Ltd | 1,694 | $678.7K | 0.07% | −479−22.0% | Reduced |
| Advisor Partners II, LLC | 1,730 | $693.1K | 0.03% | −235−12.0% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 1,741 | $697.5K | 0.81% | −584−25.1% | Reduced |
| Northwest Investment Counselors, LLC | 1,742 | $697.9K | 0.19% | 00.0% | Unchanged |
| Toroso Investments, LLC | 1,769 | $709.0K | 0.02% | +1,276+258.8% | Added |
| Guardian Capital LP | 1,778 | $712.4K | 0.02% | +322+22.1% | Added |
| Banque Cantonale Vaudoise | 1,800 | $721.0K | 0.03% | +500+38.5% | Added |
| Stock Yards Bank & Trust Co | 1,831 | $733.6K | 0.03% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 1,835 | $735.0K | 0.00% | −200−9.8% | Reduced |
| MML Investors Services, LLC | 1,836 | $735.0K | 0.00% | +624+51.5% | Added |
| Stratos Wealth Advisors, LLC | 1,849 | $741.0K | 0.05% | −102−5.2% | Reduced |
| E. Ohman J:or Asset Management AB | 1,854 | $742.8K | 0.03% | +300+19.3% | Added |
| Pathstone Family Office, LLC | 1,895 | $744.7K | 0.01% | +947+99.9% | Added |
| Transamerica Financial Advisors, Inc. | 1,864 | $747.0K | 0.10% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 1,872 | $750.0K | 0.03% | −17−0.9% | Reduced |
| ING Groep NV | 1,875 | $751.2K | 0.01% | −4,625−71.2% | Reduced |
| Stratos Wealth Partners, LTD. | 1,881 | $753.8K | 0.02% | +261+16.1% | Added |
| New Mexico Educational Retirement Board | 1,900 | $761.0K | 0.03% | +100+5.6% | Added |
| Mount Yale Investment Advisors, LLC | 1,902 | $762.0K | 0.08% | +1,902 | New |
| Arkadios Wealth Advisors | 1,905 | $763.1K | 0.09% | +27+1.4% | Added |
| Vontobel Holding Ltd. | 1,909 | $764.8K | 0.01% | +789+70.4% | Added |
| Summit Global Investments | 1,914 | $767.0K | 0.05% | −11,344−85.6% | Reduced |
| Valmark Advisers, Inc. | 1,927 | $772.1K | 0.02% | 00.0% | Unchanged |
| Norinchukin Bank, The | 1,958 | $784.5K | 0.01% | +152+8.4% | Added |
| Manchester Capital Management LLC | 1,984 | $794.9K | 0.11% | −946−32.3% | Reduced |
| Capital Investment Services of America, Inc. | 1,990 | $797.3K | 0.09% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 2,000 | $801.2K | 0.01% | −628−23.9% | Reduced |
| Change Path, LLC | 2,001 | $802.0K | 0.04% | +2,001 | New |
| Ethic Inc. | 2,002 | $802.1K | 0.03% | −194−8.8% | Reduced |
| TrimTabs Asset Management, LLC | 2,108 | $844.6K | 0.43% | −463−18.0% | Reduced |
| Tower Research Capital LLC (TRC) | 2,128 | $852.6K | 0.03% | +1,509+243.8% | Added |
| Allspring Global Investments Holdings, LLC | 2,131 | $853.8K | 0.00% | −10.0% | Reduced |
| Prudential PLC | 2,133 | $854.6K | 0.01% | +347+19.4% | Added |
| McDonald Partners LLC | 2,155 | $863.4K | 0.26% | +43+2.0% | Added |
| Cresset Asset Management, LLC | 2,166 | $868.0K | 0.01% | +1,537+244.4% | Added |
| Keybank National Association | 2,178 | $872.6K | 0.00% | +1,392+177.1% | Added |
| Dividend Assets Capital, LLC | 2,195 | $879.0K | 0.18% | −730−25.0% | Reduced |
| Argent Capital Management LLC | 2,200 | $881.4K | 0.03% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 2,200 | $881.4K | 0.54% | 00.0% | Unchanged |
| Henshaw Capital LLC | 2,205 | $883.5K | 0.05% | +5+0.2% | Added |
| Avantax Advisory Services, Inc. | 2,222 | $890.4K | 0.01% | +226+11.3% | Added |
| Wealthfront Advisers LLC | 2,224 | $891.0K | 0.00% | +176+8.6% | Added |
| Glenmede Trust Co NA | 2,151 | $892.9K | 0.01% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 2,242 | $898.3K | 0.13% | +104+4.9% | Added |
| Quantamental Technologies LLC | 2,285 | $915.5K | 0.38% | +1,191+108.9% | Added |
| Virtu Financial LLC | 2,287 | $916.0K | 0.07% | +2,287 | New |
| Macquarie Group Ltd | 2,292 | $918.3K | 0.00% | −698−23.3% | Reduced |
| Metis Global Partners, LLC | 2,308 | $924.7K | 0.05% | +260+12.7% | Added |
| D.B. Root & Company, LLC | 2,321 | $929.9K | 0.35% | −3−0.1% | Reduced |
| Marshall Financial Group LLC | 2,335 | $935.5K | 0.32% | +32+1.4% | Added |
| Axxcess Wealth Management, LLC | 2,363 | $946.6K | 0.07% | +931+65.0% | Added |
| Coastal Capital Group, Inc. | 2,368 | $948.8K | 0.20% | +5+0.2% | Added |
| Connable Office Inc | 2,390 | $957.6K | 0.13% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 2,400 | $961.6K | 0.02% | −100−4.0% | Reduced |
| Nilsine Partners, LLC | 2,409 | $965.2K | 0.14% | +10+0.4% | Added |
| First Financial Bank - Trust Division | 2,411 | $966.0K | 0.10% | −5−0.2% | Reduced |
| Balyasny Asset Management LLC | 2,481 | $994.0K | 0.00% | −6,303−71.8% | Reduced |
| Ninety One SA (PTY) Ltd | 2,497 | $1.00M | 0.25% | 00.0% | Unchanged |
| Diversified Trust Co | 2,531 | $1.01M | 0.04% | +716+39.4% | Added |
| Portside Wealth Group, LLC | 2,555 | $1.02M | 0.19% | +2,555 | New |
| Cambridge Investment Research Advisors, Inc. | 2,583 | $1.03M | 0.00% | +584+29.2% | Added |