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 |
|---|---|---|---|---|---|
| Huntington National Bank | 209 | $83.7K | 0.00% | −25−10.7% | Reduced |
| Parallel Advisors, LLC | 203 | $81.4K | 0.00% | −13−6.0% | Reduced |
| Swedbank AB | 185 | $74.1K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 183 | $73.3K | 0.02% | −7−3.7% | Reduced |
| Atticus Wealth Management, LLC | 182 | $72.9K | 0.03% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 170 | $68.1K | 0.02% | +170 | New |
| Quadrant Capital Group LLC | 165 | $66.1K | 0.01% | −65−28.3% | Reduced |
| Brown Brothers Harriman & Co | 165 | $66.1K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 150 | $60.1K | 0.02% | 00.0% | Unchanged |
| West Tower Group, LLC | 144 | $57.7K | 0.04% | +144 | New |
| Proequities, Inc. | 140 | $56.1K | 0.00% | +105+300.0% | Added |
| Vestor Capital, LLC | 130 | $52.0K | 0.01% | +130 | New |
| Sandy Spring Bank | 124 | $49.7K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 119 | $47.7K | 0.00% | +1+0.8% | Added |
| Central Trust Co | 116 | $46.5K | 0.00% | −70−37.6% | Reduced |
| Credit Agricole S A | 116 | $46.5K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 116 | $46.5K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 111 | $44.0K | 0.02% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 107 | $42.9K | 0.00% | +107 | New |
| TD Private Client Wealth LLC | 106 | $42.5K | 0.00% | 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 |
| 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 |
| Bokf, NA | 94 | $37.7K | 0.00% | −93−49.7% | Reduced |
| Washington Trust Advisors, Inc. | 92 | $36.9K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 80 | $34.7K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 85 | $34.1K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 84 | $33.7K | 0.00% | −1−1.2% | Reduced |
| Eagle Bay Advisors LLC | 82 | $32.9K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 81 | $32.5K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 80 | $32.1K | 0.00% | +1+1.3% | Added |
| Tyler-Stone Wealth Management | 81 | $32.0K | 0.02% | +81 | New |
| Kapitalo Investimentos Ltda | 79 | $31.7K | 0.01% | +79 | New |
| Cary Street Partner Investment Advisory LLC | 78 | $31.3K | 0.00% | −26−25.0% | Reduced |
| First Capital Advisors Group, LLC. | 76 | $30.4K | 0.02% | +76 | New |
| Hartford Financial Management Inc. | 75 | $30.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 72 | $30.0K | 0.00% | −67−48.2% | Reduced |
| Motco | 70 | $28.0K | 0.00% | +3+4.5% | Added |
| Quent Capital, LLC | 66 | $26.6K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 66 | $26.4K | 0.00% | +12+22.2% | Added |
| Glassman Wealth Services | 65 | $26.0K | 0.00% | −35−35.0% | Reduced |
| Ogorek Anthony Joseph | 65 | $26.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 64 | $26.0K | 0.02% | +29+82.9% | Added |
| Rosenberg Matthew Hamilton | 64 | $25.5K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 62 | $25.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 61 | $24.4K | 0.00% | −3−4.7% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 60 | $24.1K | 0.02% | 00.0% | Unchanged |
| Arrow Financial Corp | 60 | $24.0K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 58 | $22.6K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 53 | $22.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 53 | $21.2K | 0.00% | −1−1.9% | Reduced |
| JJJ Advisors Inc. | 52 | $20.8K | 0.01% | −15−22.4% | Reduced |
| TD Waterhouse Canada Inc. | 52 | $20.5K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 50 | $20.0K | 0.01% | −26−34.2% | Reduced |
| NVWM, LLC | 49 | $19.6K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 48 | $19.2K | 0.00% | −1,958−97.6% | Reduced |
| Thompson Investment Management, Inc. | 48 | $19.2K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 47 | $18.8K | 0.00% | +2+4.4% | Added |
| Salem Investment Counselors Inc | 46 | $18.4K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 45 | $18.0K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 44 | $17.6K | 0.01% | +44 | New |
| Delos Wealth Advisors, LLC | 43 | $17.2K | 0.02% | −6−12.2% | Reduced |
| Tfo-TDC, LLC | 43 | $17.2K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 37 | $15.0K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 37 | $14.8K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 37 | $14.8K | 0.01% | +37 | New |
| Parkside Financial Bank & Trust | 33 | $13.2K | 0.00% | +7+26.9% | Added |
| McIlrath & Eck, LLC | 33 | $13.2K | 0.00% | +8+32.0% | Added |
| Old Point Trust & Financial Services N A | 33 | $13.2K | 0.01% | +33 | New |
| Arlington Partners LLC | 32 | $12.8K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 30 | $12.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 28 | $11.9K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 29 | $11.6K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 29 | $11.6K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 29 | $11.6K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 28 | $11.2K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 27 | $10.8K | 0.00% | −176−86.7% | Reduced |
| Johnson Financial Group, Inc. | 27 | $10.8K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 26 | $10.4K | 0.00% | +17+188.9% | Added |
| Baker Avenue Asset Management, LP | 26 | $10.4K | 0.00% | +19+271.4% | Added |
| WR Wealth Planners, LLC | 26 | $10.4K | 0.00% | +26 | New |
| IFP Advisors, Inc | 49 | $9.99K | 0.00% | +2+4.3% | Added |
| SJS Investment Consulting Inc. | 22 | $8.81K | 0.00% | −1−4.3% | Reduced |
| Tortoise Investment Management, LLC | 21 | $8.41K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 20 | $8.01K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 17 | $7.00K | 0.00% | +16+1,600.0% | Added |
| Investors Research Corp | 17 | $6.81K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 16 | $6.42K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 16 | $6.41K | 0.00% | −9−36.0% | Reduced |
| Sound Income Strategies, LLC | 15 | $6.01K | 0.00% | +12+400.0% | Added |
| Cambridge Trust Co | 13 | $5.21K | 0.00% | −85−86.7% | Reduced |
| Centennial Bank | 13 | $5.21K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 12 | $4.81K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 12 | $4.81K | 0.00% | +12 | New |
| Carolinas Wealth Consulting LLC | 10 | $4.02K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 10 | $4.01K | 0.00% | −10−50.0% | Reduced |
| Larson Financial Group LLC | 10 | $4.01K | 0.00% | 00.0% | Unchanged |