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 |
|---|---|---|---|---|---|
| Wolff Wiese Magana LLC | 10 | $4.01K | 0.00% | +10 | New |
| Winch Advisory Services, LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 9 | $4.00K | 0.00% | +9 | New |
| Abound Wealth Management | 9 | $3.61K | 0.00% | +1+12.5% | Added |
| Northwest Capital Management Inc | 9 | $3.61K | 0.00% | +9 | New |
| Raleigh Capital Management Inc. | 8 | $3.22K | 0.00% | −55−87.3% | Reduced |
| Bell Investment Advisors, Inc | 8 | $3.21K | 0.00% | −2−20.0% | Reduced |
| Montag A & Associates Inc | 8 | $3.21K | 0.00% | −1−11.1% | Reduced |
| Toth Financial Advisory Corp | 8 | $3.21K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 8 | $3.21K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 8 | $3.21K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 7 | $3.00K | 0.00% | +7 | New |
| WealthPLAN Partners, LLC | 7 | $2.81K | 0.00% | +7 | New |
| Lindbrook Capital, LLC | 6 | $2.40K | 0.00% | −14−70.0% | Reduced |
| Horan Securities, Inc. | 6 | $2.40K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 6 | $2.40K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 6 | $2.40K | 0.00% | +6 | New |
| Lee Financial Co | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $2.00K | 0.00% | – | New |
| Asset Dedication, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 4 | $1.60K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 4 | $1.60K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 4 | $1.60K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 3 | $1.20K | 0.00% | −16−84.2% | Reduced |
| Concord Wealth Partners | 3 | $1.20K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 3 | $1.20K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 401 | $873 | 0.00% | −14−3.4% | Reduced |
| SRS Capital Advisors, Inc. | 2 | $802 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2 | $801 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1 | $401 | 0.00% | +1 | New |
| Crewe Advisors LLC | 1 | $401 | 0.00% | +1 | New |
| VisionPoint Advisory Group, LLC | 1 | $401 | 0.00% | +1 | New |
| Comerica Bank | 96,309 | $6 | 0.00% | +96,309 | New |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −19,215−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −19,001−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −19,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −14,636−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −11,867−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −11,831−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −11,600−100.0% | Sold out |
| Stony Point Capital LLC | 0 | $0 | 0.00% | −10,418−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −9,634−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −9,055−100.0% | Sold out |
| Carlson Capital L P | 0 | $0 | 0.00% | −8,434−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −8,415−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −3,081−100.0% | Sold out |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −2,796−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −2,701−100.0% | Sold out |
| Axiom Investors LLC | 0 | $0 | 0.00% | −2,182−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −1,631−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −1,607−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −1,550−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −1,333−100.0% | Sold out |
| Acrisure Capital Management, LLC | 0 | $0 | 0.00% | −1,235−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −1,190−100.0% | Sold out |
| Portman Square Capital LLP | 0 | $0 | 0.00% | −1,175−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −1,059−100.0% | Sold out |
| Gyroscope Capital Management Group, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Credit Capital Investments LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −890−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −880−100.0% | Sold out |
| Paradigm Asset Management Co LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −762−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −725−100.0% | Sold out |
| Coastline Trust Co | 0 | $0 | 0.00% | −710−100.0% | Sold out |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −696−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −678−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −627−100.0% | Sold out |
| One Capital Management, LLC | 0 | $0 | 0.00% | −609−100.0% | Sold out |
| Quantinno Capital Management LP | 0 | $0 | 0.00% | −576−100.0% | Sold out |
| Pinnacle Associates Ltd | 0 | $0 | 0.00% | −517−100.0% | Sold out |
| Trivant Custom Portfolio Group, LLC | 0 | $0 | 0.00% | −222−100.0% | Sold out |
| Goldstream Capital Management Ltd | 0 | $0 | 0.00% | −148−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −144−100.0% | Sold out |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −105−100.0% | Sold out |
| Baillie Gifford & Co | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| American National Bank | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Colonial Trust Advisors | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| BerganKDV Wealth Management, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Grove Bank & Trust | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Morton Brown Family Wealth, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Grey Fox Wealth Advisors, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| TFC Financial Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Stonnington Group, LLC | – | – | – | – | Not filed |
| Cerro Pacific Wealth Advisors LLC | – | – | – | – | Not filed |