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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.

Q3 2023 vs. Q2 2023

How the institutions holding Factset Research Systems Inc changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of FDS: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders7375733+1
Shares34.3M21.6K34.6M+308.7K (+0.9%)
Value$13.7B$8.65M$15.2B+$1.45B (+10.6%)

5 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (61)

Institutions that held Factset Research Systems Inc at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to FDS in Q3 2023
InstitutionSharesValue% of portfolio
Pictet Asset Management Holding SA21,681$9.48M0.01%
Erste Asset Management GmbH7,970$3.48M0.06%
Walleye Capital LLC5,903$2.58M0.04%
Cinctive Capital Management LP5,767$2.52M0.14%
Graham Capital Management, L.P.3,600$1.57M0.05%
Wealth Enhancement Advisory Services, LLC3,596$1.57M0.01%
Lloyd Advisory Services, LLC.2,545$1.11M0.37%
Norden Group LLC2,545$1.11M0.37%
Radnor Capital Management, LLC2,210$966.0K0.19%
Capstone Investment Advisors, LLC2,082$910.4K0.02%
Envestnet Portfolio Solutions, Inc.1,948$851.6K0.00%
Oversea-Chinese Banking CORP Ltd1,891$826.9K0.04%
Dakota Wealth Management1,325$579.4K0.03%
Park Avenue Securities LLC1,102$482.0K0.01%
Aureus Asset Management, LLC1,075$470.1K0.04%
National Wealth Management Group, LLC1,032$451.3K0.49%
Quantinno Capital Management LP1,006$440.0K0.02%
Ieq Capital, LLC825$360.9K0.01%
Wallace Advisory Group, LLC865$346.6K0.25%
National Asset Management, Inc.744$325.5K0.01%
QRG Capital Management, Inc.717$313.5K0.01%
Optiver Holding B.V.660$288.6K0.01%
Tiaa Trust, National Association658$287.7K0.00%
HBK Investments L P637$278.5K0.01%
Gabelli Funds LLC600$262.4K0.00%
TRUE Private Wealth Advisors578$252.8K0.04%
Fund Management at Engine No. 1 LLC546$238.7K0.04%
Perpetual Ltd543$237.4K0.00%
Moneta Group Investment Advisors LLC527$230.4K0.01%
Bouchey Financial Group Ltd510$223.0K0.03%
Wedbush Securities Inc498$218.0K0.01%
Beacon Pointe Advisors, LLC496$216.9K0.00%
HB Wealth Management, LLC496$216.9K0.00%
Wedmont Private Capital480$216.7K0.02%
One Capital Management, LLC493$215.6K0.01%
Phillips Wealth Planners LLC492$214.9K0.29%
Lafayette Investments, Inc.490$214.3K0.06%
Diversified, LLC482$210.9K0.05%
Apollon Wealth Management, LLC479$209.5K0.01%
Pinnacle Associates Ltd474$207.3K0.00%
Buckingham Capital Management, Inc.470$205.5K0.03%
Drive Wealth Management, LLC463$202.5K0.07%
Westpac Banking Corp400$174.9K0.01%
Twin Tree Management, LP184$80.5K0.00%
American National Bank118$51.6K0.01%
Milestone Investment Advisors LLC105$45.9K0.01%
LGT Financial Advisors LLC57$24.9K0.03%
Stephenson National Bank & Trust34$14.9K0.01%
Operose Advisors LLC34$14.9K0.01%
Provence Wealth Management Group34$14.9K0.01%
Arlington Trust Co LLC32$14.0K0.01%
Evermay Wealth Management LLC22$9.62K0.00%
Annis Gardner Whiting Capital Advisors, LLC20$8.75K0.00%
Leonteq Securities AG20$8.74K0.00%
Steward Financial Group LLC17$7.00K0.00%
Pathway Financial Advisers, LLC13$5.71K0.00%
NBC Securities, Inc.8$3.00K0.00%
Sunbelt Securities, Inc.6$2.62K0.00%
Sutton Wealth Advisors Inc.4$1.75K0.00%
Avion Wealth3$1.00K0.00%
TFC Financial Management1$4380.00%

Sold out (60)

Institutions that held Factset Research Systems Inc at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of FDS in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
AustralianSuper Pty Ltd187,253$75.0M
Prana Capital Management, LP38,750$15.5M
Renaissance Technologies LLC22,350$8.96M
Canoe Financial LP20,632$8.27M
Andra AP-fonden15,300$6.13M
Duality Advisers, LP9,839$3.94M
Ellsworth Advisors, LLC8,771$3.51M
Point72 Middle East FZE8,360$3.35M
Putnam Investments LLC7,513$3.01M
PDT Partners, LLC5,800$2.32M
Marshall Wace, LLP5,739$2.30M
Dynamic Technology Lab Private Ltd4,990$2.00M
Cordatus Wealth Management LLC4,350$1.74M
K.J. Harrison & Partners Inc3,250$1.30M
Pensionfund Sabic3,100$1.24M
Quadrature Capital Ltd3,066$1.23M
Machina Capital S.A.S.2,757$1.10M
Virtu Financial LLC2,287$916.0K
Quantamental Technologies LLC2,285$915.5K
Y-Intercept (Hong Kong) Ltd1,694$678.7K
Hussman Strategic Advisors, Inc.1,550$621.0K
Contravisory Investment Management, Inc.1,358$544.1K
Aigen Investment Management, LP1,310$524.9K
Engineers Gate Manager LP1,292$517.6K
Woodline Partners LP1,247$499.6K
Axq Capital, LP1,200$480.8K
Virginia Retirement Systems Et Al1,152$461.5K
Centiva Capital, LP1,089$436.3K
Veritable, L.P.1,060$424.7K
J. W. Coons Advisors, LLC1,035$414.7K
Two Sigma Securities, LLC1,021$409.1K
Campbell & CO Investment Adviser LLC984$394.2K
Silver Lake Advisory, LLC981$393.2K
Teza Capital Management LLC945$378.6K
Donoghue Forlines LLC851$341.0K
EP Wealth Advisors, LLC7,289$319.8K
Dark Forest Capital Management LP765$306.5K
Blueshift Asset Management, LLC753$301.7K
iA Global Asset Management Inc.681$273.0K
Capital Advisors Inc603$241.6K
Davis R M Inc508$204.0K
DFPG Investments, LLC474$201.5K
World Equity Group, Inc.500$200.3K
Fairfield, Bush & Co.170$68.1K
West Tower Group, LLC144$57.7K
Vestor Capital, LLC130$52.0K
Pinebridge Investments, L.P.119$47.7K
Exchange Traded Concepts, LLC107$42.9K
CVA Family Office, LLC103$41.3K
Clear Street Markets LLC50$20.0K
Buck Wealth Strategies, LLC37$14.8K
Old Point Trust & Financial Services N A33$13.2K
Federated Hermes, Inc.27$10.8K
WealthPLAN Partners, LLC7$2.81K
Horan Securities, Inc.6$2.40K
Ridgewood Investments LLC5$2.00K
Live Oak Investment Partners–$2.00K
Disciplined Investments, LLC4$1.60K
Sofos Investments, Inc.401$873
VisionPoint Advisory Group, LLC1$401

Not filed for Q3 2023 yet (5)

Institutions that held Factset Research Systems Inc at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding FDS in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Pictet Asset Management SA18,434$7.39M
Coastal Capital Group, Inc.2,368$948.8K
Tiaa, FSB712$285.3K
First Capital Advisors Group, LLC.76$30.4K
Vigilant Capital Management, LLC8$3.00K