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 |
|---|---|---|---|---|---|
| Metropolitan Life Insurance Co | 1,670 | $669.1K | 0.03% | −41−2.4% | Reduced |
| Wellington Management Group LLP | 1,644 | $658.7K | 0.00% | −5,229−76.1% | Reduced |
| Kenfarb & Co. | 1,625 | $651.0K | 0.57% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 1,613 | $646.2K | 0.02% | +78+5.1% | Added |
| Argent Trust Co | 1,604 | $642.6K | 0.03% | +1,604 | New |
| Burney Co | 1,569 | $628.6K | 0.03% | −180−10.3% | Reduced |
| Institute for Wealth Management, LLC. | 1,567 | $627.7K | 0.11% | −90−5.4% | Reduced |
| La Banque Postale Asset Management SA | 1,551 | $621.4K | 0.01% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 1,550 | $621.0K | 0.11% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 1,534 | $614.6K | 0.23% | +782+104.0% | Added |
| Davenport & Co LLC | 1,529 | $612.6K | 0.00% | −7−0.5% | Reduced |
| Covenant Partners, LLC | 1,524 | $610.6K | 0.22% | +641+72.6% | Added |
| Anchor Capital Advisors LLC | 1,500 | $601.0K | 0.02% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 1,485 | $595.0K | 0.36% | +25+1.7% | Added |
| Conestoga Capital Advisors, LLC | 1,466 | $587.4K | 0.01% | −287−16.4% | Reduced |
| Provident Investment Management, Inc. | 1,413 | $566.1K | 0.06% | −20−1.4% | Reduced |
| FourThought Financial Partners, LLC | 1,398 | $560.3K | 0.07% | +162+13.1% | Added |
| Kestra Advisory Services, LLC | 1,388 | $556.1K | 0.01% | +738+113.5% | Added |
| GYL Financial Synergies, LLC | 1,376 | $551.3K | 0.05% | −51−3.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 1,376 | $551.0K | 0.04% | +15+1.1% | Added |
| Contravisory Investment Management, Inc. | 1,358 | $544.1K | 0.14% | +23+1.7% | Added |
| Lincoln National Corp | 1,351 | $541.3K | 0.01% | +92+7.3% | Added |
| Private Advisor Group, LLC | 1,340 | $536.7K | 0.00% | +56+4.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,334 | $534.5K | 0.03% | −11−0.8% | Reduced |
| Summit Financial, LLC | 1,333 | $534.1K | 0.04% | +1,333 | New |
| Lindenwold Advisors | 1,327 | $531.7K | 0.33% | −304−18.6% | Reduced |
| SkyView Investment Advisors, LLC | 1,313 | $526.0K | 0.13% | +63+5.0% | Added |
| Aigen Investment Management, LP | 1,310 | $524.9K | 0.08% | +1,310 | New |
| Engineers Gate Manager LP | 1,292 | $517.6K | 0.02% | −1,196−48.1% | Reduced |
| Quantum Private Wealth, LLC | 1,250 | $500.8K | 0.23% | 00.0% | Unchanged |
| Woodline Partners LP | 1,247 | $499.6K | 0.01% | +1,247 | New |
| Coldstream Capital Management Inc | 1,222 | $489.7K | 0.02% | −53−4.2% | Reduced |
| Mayflower Financial Advisors, LLC | 1,215 | $486.9K | 0.06% | −3−0.2% | Reduced |
| Wesbanco Bank Inc | 1,208 | $484.0K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 1,208 | $484.0K | 0.01% | +6+0.5% | Added |
| MAI Capital Management | 1,201 | $481.1K | 0.01% | −45−3.6% | Reduced |
| Axq Capital, LP | 1,200 | $480.8K | 0.59% | +1,200 | New |
| Douglass Winthrop Advisors, LLC | 1,196 | $479.2K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 1,194 | $479.0K | 0.13% | +52+4.6% | Added |
| Connolly Sarah T. | 1,185 | $474.8K | 0.29% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 1,161 | $465.0K | 0.07% | −310−21.1% | Reduced |
| Palisade Asset Management, LLC | 1,155 | $462.8K | 0.05% | +60+5.5% | Added |
| Virginia Retirement Systems Et Al | 1,152 | $461.5K | 0.00% | −7,500−86.7% | Reduced |
| LMCG Investments, LLC | 1,148 | $459.9K | 0.03% | −12−1.0% | Reduced |
| 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 |
| Websterrogers Financial Advisors, LLC | 1,118 | $447.9K | 0.20% | 00.0% | Unchanged |
| Balentine LLC | 1,101 | $441.2K | 0.01% | −88−7.4% | Reduced |
| Sit Investment Associates Inc | 1,100 | $441.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,091 | $437.1K | 0.00% | +4+0.4% | Added |
| Centiva Capital, LP | 1,089 | $436.3K | 0.02% | +1,089 | New |
| Meridian Wealth Management, LLC | 1,086 | $435.0K | 0.04% | −40−3.6% | Reduced |
| D.A. Davidson & Co. | 1,072 | $429.6K | 0.00% | +13+1.2% | Added |
| Impax Asset Management Group plc | 1,062 | $425.5K | 0.00% | +25+2.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 1,061 | $425.0K | 0.01% | −5,351−83.5% | Reduced |
| Veritable, L.P. | 1,060 | $424.7K | 0.01% | −62−5.5% | Reduced |
| Ballentine Partners, LLC | 1,059 | $424.3K | 0.01% | +6+0.6% | Added |
| Alhambra Investment Partners LLC | 1,050 | $420.7K | 0.28% | 00.0% | Unchanged |
| HM Payson & Co | 1,048 | $419.9K | 0.01% | −50−4.6% | Reduced |
| Hurlow Wealth Management Group, Inc. | 1,043 | $417.9K | 0.18% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 1,035 | $414.7K | 0.11% | −150−12.7% | Reduced |
| Two Sigma Securities, LLC | 1,021 | $409.1K | 0.03% | +287+39.1% | Added |
| Curated Wealth Partners LLC | 1,013 | $405.9K | 0.08% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 1,012 | $405.5K | 0.02% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 1,005 | $402.7K | 0.07% | −55−5.2% | Reduced |
| Opal Wealth Advisors, LLC | 1,001 | $401.1K | 0.20% | +1,001 | New |
| Miracle Mile Advisors, LLC | 1,000 | $400.6K | 0.01% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 989 | $396.3K | 0.03% | −79−7.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 984 | $394.2K | 0.07% | +72+7.9% | Added |
| Silver Lake Advisory, LLC | 981 | $393.2K | 0.21% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 975 | $390.6K | 0.12% | −45−4.4% | Reduced |
| Rockland Trust Co | 963 | $385.8K | 0.02% | +44+4.8% | Added |
| Qtron Investments LLC | 961 | $385.0K | 0.07% | 00.0% | Unchanged |
| Camden Capital, LLC | 955 | $382.4K | 0.04% | +386+67.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 953 | $381.8K | 0.01% | +295+44.8% | Added |
| Eqis Capital Management, Inc. | 947 | $379.3K | 0.04% | −252−21.0% | Reduced |
| Teza Capital Management LLC | 945 | $378.6K | 0.06% | +945 | New |
| Tobam | 940 | $377.0K | 0.03% | −476−33.6% | Reduced |
| Atria Wealth Solutions, Inc. | 939 | $376.0K | 0.01% | +939 | New |
| Symmetry Partners, LLC | 920 | $369.0K | 0.02% | 00.0% | Unchanged |
| Precision Wealth Strategies, LLC | 901 | $361.0K | 0.59% | −22−2.4% | Reduced |
| Alberta Investment Management Corp | 900 | $360.6K | 0.00% | 00.0% | Unchanged |
| 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 |
| Vestcor Inc | 894 | $358.0K | 0.01% | −7−0.8% | Reduced |
| KLR Investment Advisors, LLC | 888 | $355.8K | 0.29% | −19−2.1% | Reduced |
| Meeder Advisory Services, Inc. | 883 | $353.8K | 0.04% | −72−7.5% | Reduced |
| 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 |
| Brady Family Wealth, LLC | 861 | $345.0K | 0.13% | +16+1.9% | Added |
| Donoghue Forlines LLC | 851 | $341.0K | 0.11% | +331+63.7% | Added |
| Colony Group LLC | 847 | $339.0K | 0.00% | −1−0.1% | Reduced |
| KFG Wealth Management, LLC | 831 | $332.9K | 0.19% | +831 | New |
| Raymond James Trust N.A. | 827 | $332.0K | 0.01% | −160−16.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 824 | $330.1K | 0.02% | +105+14.6% | Added |
| Harbor Capital Advisors, Inc. | 822 | $329.3K | 0.07% | +36+4.6% | Added |
| Alps Advisors Inc | 803 | $321.7K | 0.00% | +10+1.3% | Added |
| EP Wealth Advisors, LLC | 7,289 | $319.8K | 0.00% | −4,615−38.8% | Reduced |
| CWM, LLC | 794 | $318.0K | 0.00% | −219−21.6% | Reduced |