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, Q3 2023
Institutional positions in Factset Research Systems Inc as of Sep 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
- 733
- +1 vs. Q2 2023
- Shares held
- 34.6M
- +308.7K (+0.9%) vs. Q2 2023
- Total value
- $15.2B
- +$1.45B (+10.6%) vs. Q2 2023
- New holders
- 61
- 253 more added
- Sold out
- 60
- 249 more reduced
5 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Factset Research Systems Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tyler-Stone Wealth Management | 81 | $35.0K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 81 | $35.4K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 82 | $35.9K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 84 | $36.7K | 0.00% | +35+71.4% | Added |
| Baldwin Brothers Inc | 85 | $37.2K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 92 | $40.2K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 92 | $40.2K | 0.00% | +82+820.0% | Added |
| Acadian Asset Management LLC | 99 | $43.0K | 0.00% | −8,079−98.8% | Reduced |
| Pinnacle Financial Partners Inc | 100 | $43.7K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 100 | $43.7K | 0.05% | 00.0% | Unchanged |
| Alta Advisers Ltd | 100 | $43.7K | 0.03% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 103 | $45.0K | 0.01% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 105 | $45.9K | 0.01% | +105 | New |
| Global Retirement Partners, LLC | 103 | $46.1K | 0.00% | +23+28.7% | Added |
| TD Private Client Wealth LLC | 106 | $46.4K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 107 | $46.8K | 0.01% | −9−7.8% | Reduced |
| Front Row Advisors LLC | 107 | $46.8K | 0.02% | −4−3.6% | Reduced |
| Allworth Financial LP | 117 | $51.2K | 0.00% | +17+17.0% | Added |
| American National Bank | 118 | $51.6K | 0.01% | +118 | New |
| Central Trust Co | 126 | $55.1K | 0.00% | +10+8.6% | Added |
| Sandy Spring Bank | 136 | $59.5K | 0.00% | +12+9.7% | Added |
| Proequities, Inc. | 143 | $62.5K | 0.00% | +3+2.1% | Added |
| Brown Brothers Harriman & Co | 153 | $66.9K | 0.00% | −12−7.3% | Reduced |
| Clean Yield Group | 150 | $68.5K | 0.03% | 00.0% | Unchanged |
| Tobam | 165 | $72.0K | 0.01% | −775−82.4% | Reduced |
| Farther Finance Advisors, LLC | 177 | $77.4K | 0.01% | −6−3.3% | Reduced |
| Atticus Wealth Management, LLC | 182 | $79.6K | 0.03% | 00.0% | Unchanged |
| Twin Tree Management, LP | 184 | $80.5K | 0.00% | +184 | New |
| Huntington National Bank | 185 | $80.9K | 0.00% | −24−11.5% | Reduced |
| Swedbank AB | 185 | $80.9K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 210 | $91.8K | 0.01% | +45+27.3% | Added |
| Washington Trust Co | 220 | $96.2K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 223 | $98.0K | 0.05% | −38−14.6% | Reduced |
| Park Place Capital Corp | 225 | $98.4K | 0.03% | −7−3.0% | Reduced |
| Addison Advisors LLC | 225 | $98.4K | 0.05% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 239 | $104.5K | 0.00% | −13−5.2% | Reduced |
| Bokf, NA | 245 | $105.8K | 0.00% | +151+160.6% | Added |
| Capital Advisors, Ltd. LLC | 242 | $106.0K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 262 | $114.6K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 264 | $115.4K | 0.01% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 264 | $115.4K | 0.02% | +185+234.2% | Added |
| Annapolis Financial Services, LLC | 269 | $117.6K | 0.03% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 292 | $128.1K | 0.00% | −2−0.7% | Reduced |
| Ci Investments Inc. | 296 | $129.0K | 0.00% | +8+2.8% | Added |
| UniSuper Management Pty Ltd | 300 | $131.2K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 301 | $131.6K | 0.12% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 301 | $131.6K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 319 | $139.6K | 0.00% | +116+57.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 324 | $142.0K | 0.01% | −20−5.8% | Reduced |
| Natixis Investment Managers International | 327 | $143.0K | 0.01% | −3,317−91.0% | Reduced |
| Signaturefd, LLC | 352 | $154.0K | 0.00% | +44+14.3% | Added |
| Caldwell Trust Co | 357 | $156.1K | 0.02% | 00.0% | Unchanged |
| Walleye Trading LLC | 362 | $158.3K | 0.00% | +314+654.2% | Added |
| PrairieView Partners, LLC | 400 | $174.0K | 0.02% | 00.0% | Unchanged |
| Westpac Banking Corp | 400 | $174.9K | 0.01% | +400 | New |
| JFS Wealth Advisors, LLC | 403 | $176.2K | 0.02% | +350+660.4% | Added |
| Farmers & Merchants Investments Inc | 411 | $179.7K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 413 | $180.0K | 0.00% | −26−5.9% | Reduced |
| Delta Asset Management LLC | 450 | $196.8K | 0.02% | 00.0% | Unchanged |
| Estabrook Capital Management | 455 | $199.0K | 0.04% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 463 | $202.5K | 0.07% | +463 | New |
| Buckingham Capital Management, Inc. | 470 | $205.5K | 0.03% | +470 | New |
| Credit Agricole S A | 474 | $207.3K | 0.01% | +358+308.6% | Added |
| Pinnacle Associates Ltd | 474 | $207.3K | 0.00% | +474 | New |
| Apollon Wealth Management, LLC | 479 | $209.5K | 0.01% | +479 | New |
| Diversified, LLC | 482 | $210.9K | 0.05% | +482 | New |
| Martingale Asset Management L P | 485 | $212.1K | 0.00% | −80−14.2% | Reduced |
| Lafayette Investments, Inc. | 490 | $214.3K | 0.06% | +490 | New |
| Phillips Wealth Planners LLC | 492 | $214.9K | 0.29% | +492 | New |
| One Capital Management, LLC | 493 | $215.6K | 0.01% | +493 | New |
| Wedmont Private Capital | 480 | $216.7K | 0.02% | +480 | New |
| HB Wealth Management, LLC | 496 | $216.9K | 0.00% | +496 | New |
| Beacon Pointe Advisors, LLC | 496 | $216.9K | 0.00% | +496 | New |
| Wedbush Securities Inc | 498 | $218.0K | 0.01% | +498 | New |
| Middleton & Co Inc | 500 | $218.6K | 0.03% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 500 | $218.6K | 0.04% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 500 | $218.6K | 0.05% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 501 | $219.1K | 0.03% | −2−0.4% | Reduced |
| United Capital Financial Advisers, LLC | 506 | $221.3K | 0.00% | −8−1.6% | Reduced |
| Smith Shellnut Wilson LLC | 508 | $222.1K | 0.14% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 509 | $222.6K | 0.14% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 510 | $223.0K | 0.03% | +510 | New |
| Tilia Fiduciary Partners, Inc. | 511 | $223.4K | 0.23% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 527 | $230.4K | 0.01% | +527 | New |
| River Wealth Advisors LLC | 527 | $230.4K | 0.04% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 536 | $234.4K | 0.03% | −59−9.9% | Reduced |
| Perpetual Ltd | 543 | $237.4K | 0.00% | +543 | New |
| Fund Management at Engine No. 1 LLC | 546 | $238.7K | 0.04% | +546 | New |
| Sage Private Wealth Group, LLC | 546 | $239.0K | 0.33% | +14+2.6% | Added |
| Belpointe Asset Management LLC | 549 | $240.4K | 0.02% | −16−2.8% | Reduced |
| Tocqueville Asset Management L.P. | 550 | $240.5K | 0.00% | −25−4.3% | Reduced |
| Horizon Investments, LLC | 551 | $240.9K | 0.01% | +9+1.7% | Added |
| SYSTM Wealth Solutions LLC | 554 | $242.2K | 0.04% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 555 | $242.7K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 555 | $242.7K | 0.03% | +15+2.8% | Added |
| Intrua Financial, LLC | 559 | $244.2K | 0.04% | −1−0.2% | Reduced |
| AMG National Trust Bank | 575 | $251.4K | 0.01% | −10−1.7% | Reduced |
| Martin Investment Management, LLC | 575 | $251.4K | 0.08% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 578 | $252.8K | 0.04% | +578 | New |
| DoubleLine ETF Adviser LP | 588 | $257.1K | 0.09% | +37+6.7% | Added |