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 |
|---|---|---|---|---|---|
| Great Diamond Partners, LLC | 787 | $315.3K | 0.08% | +38+5.1% | Added |
| Parsons Capital Management Inc | 784 | $314.1K | 0.02% | 00.0% | Unchanged |
| Stokes Capital Advisors, LLC | 779 | $312.1K | 0.11% | 00.0% | Unchanged |
| Apeiron RIA LLC | 774 | $310.2K | 0.11% | +34+4.6% | Added |
| Rowland & Co Investment Counsel | 770 | $308.5K | 0.07% | −80−9.4% | Reduced |
| Old National Bancorp | 770 | $308.5K | 0.01% | −99−11.4% | Reduced |
| PEAK6 Investments LLC | 769 | $308.1K | 0.03% | −1,252−61.9% | Reduced |
| Dark Forest Capital Management LP | 765 | $306.5K | 0.03% | +765 | New |
| HBK Sorce Advisory LLC | 764 | $306.1K | 0.01% | +50+7.0% | Added |
| Dumont & Blake Investment Advisors LLC | 754 | $302.0K | 0.10% | −5−0.7% | Reduced |
| Blueshift Asset Management, LLC | 753 | $301.7K | 0.12% | +147+24.3% | Added |
| Milestone Advisory Partners | 750 | $300.5K | 0.27% | 00.0% | Unchanged |
| Empirical Finance, LLC | 733 | $293.7K | 0.02% | +145+24.7% | Added |
| Ossiam | 726 | $290.9K | 0.01% | −10,402−93.5% | Reduced |
| Wetherby Asset Management Inc | 723 | $289.7K | 0.02% | −20−2.7% | Reduced |
| IHT Wealth Management, LLC | 720 | $288.6K | 0.02% | +720 | New |
| Jump Financial, LLC | 718 | $287.7K | 0.01% | +4+0.6% | Added |
| Tiaa, FSB | 712 | $285.3K | 0.00% | −20−2.7% | Reduced |
| Motley Fool Asset Management LLC | 705 | $282.5K | 0.03% | +705 | New |
| Apella Capital, LLC | 703 | $281.7K | 0.02% | +703 | New |
| Williams Jones Wealth Management, LLC. | 689 | $276.0K | 0.00% | −1−0.1% | Reduced |
| Synovus Financial Corp | 685 | $274.4K | 0.00% | 00.0% | Unchanged |
| 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 |
| iA Global Asset Management Inc. | 681 | $273.0K | 0.01% | +681 | New |
| Strategy Asset Managers LLC | 679 | $272.2K | 0.06% | +16+2.4% | Added |
| Fort Washington Investment Advisors Inc | 672 | $269.2K | 0.00% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 669 | $268.0K | 0.04% | +669 | New |
| Legacy Wealth Asset Management, LLC | 666 | $266.8K | 0.09% | +666 | New |
| Integrated Investment Consultants, LLC | 664 | $266.0K | 0.08% | +39+6.2% | Added |
| Paces Ferry Wealth Advisors, LLC | 654 | $262.0K | 0.20% | +2+0.3% | Added |
| Seelaus Asset Management LLC | 640 | $256.0K | 0.20% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 633 | $253.8K | 0.00% | +39+6.6% | Added |
| Greenleaf Trust | 632 | $253.2K | 0.00% | −72−10.2% | Reduced |
| Checchi Capital Advisers, LLC | 631 | $252.8K | 0.02% | −37−5.5% | Reduced |
| Haverford Trust Co | 630 | $252.4K | 0.00% | +19+3.1% | Added |
| Pearl River Capital, LLC | 627 | $251.2K | 0.04% | +627 | New |
| Pine Haven Investment Counsel, Inc | 625 | $250.4K | 0.25% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 632 | $250.0K | 0.24% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 620 | $248.4K | 0.08% | −311−33.4% | Reduced |
| Hall Laurie J Trustee | 616 | $247.0K | 0.10% | 00.0% | Unchanged |
| Bennett Selby Investments LP | 615 | $246.5K | 0.14% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 604 | $242.0K | 0.01% | +51+9.2% | Added |
| Capital Advisors Inc | 603 | $241.6K | 0.01% | +603 | New |
| Koshinski Asset Management, Inc. | 595 | $238.5K | 0.03% | +48+8.8% | Added |
| AMG National Trust Bank | 585 | $234.4K | 0.01% | −31−5.0% | Reduced |
| Veriti Management LLC | 575 | $230.4K | 0.03% | −1−0.2% | Reduced |
| 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 |
| Intrust Bank NA | 572 | $229.2K | 0.03% | +2+0.4% | Added |
| Belpointe Asset Management LLC | 565 | $226.5K | 0.02% | −128−18.5% | Reduced |
| Martingale Asset Management L P | 565 | $226.4K | 0.00% | 00.0% | Unchanged |
| Intrua Financial, LLC | 560 | $224.2K | 0.04% | +42+8.1% | Added |
| Gamco Investors, Inc. Et Al | 555 | $222.4K | 0.00% | +50+9.9% | Added |
| SYSTM Wealth Solutions LLC | 554 | $222.0K | 0.03% | −4−0.7% | Reduced |
| DoubleLine ETF Adviser LP | 551 | $220.8K | 0.08% | +551 | New |
| Horizon Investments, LLC | 542 | $217.2K | 0.01% | +53+10.8% | Added |
| CIBC Private Wealth Group, LLC | 541 | $216.8K | 0.00% | +6+1.1% | Added |
| Harbor Investment Advisory, LLC | 540 | $216.4K | 0.03% | +9+1.7% | Added |
| Peapack Gladstone Financial Corp | 539 | $216.0K | 0.00% | −5−0.9% | Reduced |
| Sage Private Wealth Group, LLC | 532 | $213.4K | 0.29% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 527 | $211.1K | 0.04% | −14−2.6% | Reduced |
| Legacy Financial Advisors, Inc. | 515 | $206.3K | 0.04% | +24+4.9% | Added |
| United Capital Financial Advisers, LLC | 514 | $206.0K | 0.00% | −182−26.1% | Reduced |
| Tilia Fiduciary Partners, Inc. | 511 | $204.7K | 0.18% | 00.0% | Unchanged |
| Davis R M Inc | 508 | $204.0K | 0.00% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 509 | $203.9K | 0.13% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 508 | $203.5K | 0.11% | −34−6.3% | Reduced |
| XTX Topco Ltd | 504 | $201.9K | 0.04% | +504 | New |
| DFPG Investments, LLC | 474 | $201.5K | 0.02% | +474 | New |
| Stokes Family Office, LLC | 503 | $201.5K | 0.02% | −113−18.3% | Reduced |
| 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 |
| Estabrook Capital Management | 455 | $182.3K | 0.03% | 00.0% | Unchanged |
| Delta Asset Management LLC | 450 | $180.3K | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 439 | $174.0K | 0.00% | +242+122.8% | Added |
| Farmers & Merchants Investments Inc | 411 | $164.7K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 400 | $160.0K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 357 | $143.0K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 348 | $139.4K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 344 | $138.0K | 0.01% | −148−30.1% | Reduced |
| V-Square Quantitative Management LLC | 314 | $125.8K | 0.09% | +314 | New |
| Signaturefd, LLC | 308 | $123.4K | 0.00% | −67−17.9% | Reduced |
| Riverview Trust Co | 301 | $120.6K | 0.11% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 301 | $120.6K | 0.01% | +8+2.7% | Added |
| UniSuper Management Pty Ltd | 300 | $120.2K | 0.00% | +300 | New |
| First Horizon Advisors, Inc. | 294 | $118.1K | 0.00% | −7−2.3% | Reduced |
| Ci Investments Inc. | 288 | $115.0K | 0.00% | +9+3.2% | Added |
| Annapolis Financial Services, LLC | 269 | $107.8K | 0.03% | +269 | New |
| MCF Advisors LLC | 264 | $105.8K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 261 | $105.0K | 0.04% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 262 | $105.0K | 0.01% | +261+26,100.0% | Added |
| Desjardins Global Asset Management Inc. | 256 | $102.6K | 0.01% | −904−77.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 252 | $101.0K | 0.00% | −275−52.2% | Reduced |
| Capital Advisors, Ltd. LLC | 242 | $97.0K | 0.01% | −12−4.7% | Reduced |
| Park Place Capital Corp | 232 | $93.0K | 0.03% | +232 | New |
| Addison Advisors LLC | 225 | $90.1K | 0.04% | 00.0% | Unchanged |
| Washington Trust Co | 220 | $88.1K | 0.00% | +220 | New |