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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.

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.

Institutional holdersQ3 2023: 733 institutions
Q1 2021: 577 institutionsQ2 2021: 595 institutionsQ3 2021: 621 institutionsQ4 2021: 695 institutionsQ1 2022: 704 institutionsQ2 2022: 693 institutionsQ3 2022: 692 institutionsQ4 2022: 743 institutionsQ1 2023: 723 institutionsQ2 2023: 737 institutionsQ3 2023: 733 institutionsQ4 2023: 775 institutionsQ1 2024: 782 institutionsQ2 2024: 807 institutionsQ3 2024: 833 institutionsQ4 2024: 847 institutionsQ1 2025: 828 institutionsQ2 2025: 837 institutionsQ3 2025: 775 institutionsQ4 2025: 798 institutionsQ1 2026: 726 institutionsQ2 2026: 767 institutions
Value heldQ3 2023: $15.2B
Q1 2021: $10.3BQ2 2021: $11.1BQ3 2021: $13.1BQ4 2021: $16.5BQ1 2022: $14.8BQ2 2022: $13.0BQ3 2022: $13.8BQ4 2022: $13.5BQ1 2023: $14.0BQ2 2023: $13.7BQ3 2023: $15.2BQ4 2023: $16.5BQ1 2024: $15.9BQ2 2024: $14.6BQ3 2024: $16.5BQ4 2024: $17.2BQ1 2025: $16.2BQ2 2025: $15.9BQ3 2025: $10.6BQ4 2025: $10.6BQ1 2026: $8.21BQ2 2026: $9.22B
Institutions holding FDS and their total value by quarter
QuarterHoldersValue
Q2 2026767$9.22B
Q1 2026726$8.21B
Q4 2025798$10.6B
Q3 2025775$10.6B
Q2 2025837$15.9B
Q1 2025828$16.2B
Q4 2024847$17.2B
Q3 2024833$16.5B
Q2 2024807$14.6B
Q1 2024782$15.9B
Q4 2023775$16.5B
Q3 2023733$15.2B
Q2 2023737$13.7B
Q1 2023723$14.0B
Q4 2022743$13.5B
Q3 2022692$13.8B
Q2 2022693$13.0B
Q1 2022704$14.8B
Q4 2021695$16.5B
Q3 2021621$13.1B
Q2 2021595$11.1B
Q1 2021577$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.

Institutions holding FDS in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
PEAK6 Investments LLC591$258.4K0.01%−178−23.1%Reduced
Gabelli Funds LLC600$262.4K0.00%+600New
Peapack Gladstone Financial Corp610$267.0K0.00%+71+13.2%Added
Perigon Wealth Management, LLC611$267.2K0.01%+7+1.2%Added
Hall Laurie J Trustee616$269.0K0.11%00.0%Unchanged
Bennett Selby Investments LP615$269.1K0.16%00.0%Unchanged
Veriti Management LLC617$269.8K0.03%+42+7.3%Added
Checchi Capital Advisers, LLC620$271.1K0.03%−11−1.7%Reduced
Versant Capital Management, Inc620$271.1K0.09%00.0%Unchanged
Intrust Bank NA621$271.5K0.03%+49+8.6%Added
Pine Haven Investment Counsel, Inc625$273.3K0.28%00.0%Unchanged
Legacy Wealth Asset Management, LLC629$275.0K0.10%−37−5.6%Reduced
Haverford Trust Co630$275.5K0.00%00.0%Unchanged
Kolinsky Wealth Management, LLC637$278.5K0.28%+5+0.8%Added
HBK Investments L P637$278.5K0.01%+637New
Paces Ferry Wealth Advisors, LLC640$279.8K0.22%−14−2.1%Reduced
Seelaus Asset Management LLC640$279.8K0.32%00.0%Unchanged
Integrated Wealth Concepts LLC648$283.5K0.01%+15+2.4%Added
Greenleaf Trust649$283.8K0.00%+17+2.7%Added
Strategy Asset Managers LLC652$285.3K0.07%−27−4.0%Reduced
Tiaa Trust, National Association658$287.7K0.00%+658New
SG Americas Securities, LLC659$288.0K0.00%−4,854−88.0%Reduced
Optiver Holding B.V.660$288.6K0.01%+660New
Synovus Financial Corp668$292.1K0.00%−17−2.5%Reduced
Sawtooth Solutions, LLC670$293.0K0.01%−14−2.0%Reduced
Bleakley Financial Group, LLC670$293.0K0.01%−14−2.0%Reduced
Fort Washington Investment Advisors Inc672$293.8K0.00%00.0%Unchanged
Canandaigua National Bank & Trust Co673$294.3K0.05%+4+0.6%Added
Williams Jones Wealth Management, LLC.674$294.7K0.00%−15−2.2%Reduced
Rowland & Co Investment Counsel675$295.1K0.07%−95−12.3%Reduced
Pearl River Capital, LLC676$295.6K0.05%+49+7.8%Added
Legacy Financial Advisors, Inc.676$295.6K0.06%+161+31.3%Added
Motley Fool Asset Management LLC688$300.8K0.02%−17−2.4%Reduced
Apella Capital, LLC703$307.4K0.02%00.0%Unchanged
HBK Sorce Advisory LLC717$313.5K0.01%−47−6.2%Reduced
QRG Capital Management, Inc.717$313.5K0.01%+717New
Wetherby Asset Management Inc737$322.3K0.02%+14+1.9%Added
National Asset Management, Inc.744$325.5K0.01%+744New
Milestone Advisory Partners750$327.9K0.27%00.0%Unchanged
Caisse de Depot Et Placement du Quebec754$329.7K0.00%−57,122−98.7%Reduced
Dumont & Blake Investment Advisors LLC756$331.0K0.11%+2+0.3%Added
Change Path, LLC765$335.0K0.02%−1,236−61.8%Reduced
Old National Bancorp769$336.3K0.01%−1−0.1%Reduced
Stokes Capital Advisors, LLC779$340.6K0.12%00.0%Unchanged
Parsons Capital Management Inc784$342.8K0.03%00.0%Unchanged
Great Diamond Partners, LLC787$344.1K0.09%00.0%Unchanged
Harbor Capital Advisors, Inc.791$345.9K0.07%−31−3.8%Reduced
CWM, LLC791$346.0K0.00%−3−0.4%Reduced
Wallace Advisory Group, LLC865$346.6K0.25%+865New
Alps Advisors Inc794$347.2K0.00%−9−1.1%Reduced
V-Square Quantitative Management LLC797$348.5K0.15%+483+153.8%Added
Atria Wealth Solutions, Inc.811$354.4K0.00%−128−13.6%Reduced
Meeder Advisory Services, Inc.812$355.1K0.04%−71−8.0%Reduced
Apeiron RIA LLC816$356.9K0.12%+42+5.4%Added
Brady Family Wealth, LLC817$357.2K0.14%−44−5.1%Reduced
KLR Investment Advisors, LLC862$357.8K0.33%−26−2.9%Reduced
Raymond James Trust N.A.821$359.0K0.01%−6−0.7%Reduced
Ieq Capital, LLC825$360.9K0.01%+825New
Petrus Trust Company, LTA835$365.1K0.04%−1,863−69.1%Reduced
CIBC World Markets Inc.846$370.0K0.00%−4,863−85.2%Reduced
Impax Asset Management Group plc860$376.0K0.00%−202−19.0%Reduced
Beacon Investment Advisory Services, Inc.864$377.8K0.02%00.0%Unchanged
Empirical Finance, LLC868$379.5K0.03%+135+18.4%Added
Sequoia Financial Advisors, LLC870$380.4K0.01%+6+0.7%Added
Tokio Marine Asset Management Co Ltd876$383.0K0.02%+52+6.3%Added
Brinker Capital Investments, LLC887$387.9K0.00%−12−1.3%Reduced
Orion Portfolio Solutions, LLC887$387.9K0.00%−12−1.3%Reduced
Precision Wealth Strategies, LLC887$387.9K0.42%−14−1.6%Reduced
Vestcor Inc894$391.0K0.01%00.0%Unchanged
Alberta Investment Management Corp900$393.5K0.00%00.0%Unchanged
Edgestream Partners, L.P.905$395.7K0.03%−2,995−76.8%Reduced
Symmetry Partners, LLC920$402.0K0.02%00.0%Unchanged
IHT Wealth Management, LLC930$406.8K0.02%+210+29.2%Added
Rockland Trust Co950$415.4K0.03%−13−1.3%Reduced
Qtron Investments LLC961$420.2K0.08%00.0%Unchanged
KFG Wealth Management, LLC962$420.7K0.23%+131+15.8%Added
Roberts Glore & Co Inc975$426.3K0.14%00.0%Unchanged
Daymark Wealth Partners, LLC989$432.5K0.03%00.0%Unchanged
Eqis Capital Management, Inc.993$434.1K0.05%+46+4.9%Added
KCM Investment Advisors LLC999$436.8K0.02%+100+11.1%Added
Dean Investment Associates, LLC1,000$437.3K0.07%−5−0.5%Reduced
Miracle Mile Advisors, LLC1,002$438.1K0.01%+2+0.2%Added
Opal Wealth Advisors, LLC1,004$439.0K0.26%+3+0.3%Added
Quantinno Capital Management LP1,006$440.0K0.02%+1,006New
Birch Hill Investment Advisors LLC1,012$442.5K0.03%00.0%Unchanged
Curated Wealth Partners LLC1,013$442.9K0.08%00.0%Unchanged
National Wealth Management Group, LLC1,032$451.3K0.49%+1,032New
Camden Capital, LLC1,035$452.6K0.05%+80+8.4%Added
D.A. Davidson & Co.1,042$455.8K0.00%−30−2.8%Reduced
Hurlow Wealth Management Group, Inc.1,043$456.1K0.20%00.0%Unchanged
HM Payson & Co1,048$458.2K0.01%00.0%Unchanged
Alhambra Investment Partners LLC1,050$459.1K0.30%00.0%Unchanged
Aureus Asset Management, LLC1,075$470.1K0.04%+1,075New
Ballentine Partners, LLC1,081$472.7K0.01%+22+2.1%Added
Fifth Third Bancorp1,089$476.2K0.00%−2−0.2%Reduced
We Are One Seven, LLC1,092$477.5K0.04%−49−4.3%Reduced
Sit Investment Associates Inc1,100$481.0K0.01%00.0%Unchanged
Park Avenue Securities LLC1,102$482.0K0.01%+1,102New
Websterrogers Financial Advisors, LLC1,118$488.9K0.21%00.0%Unchanged
Balentine LLC1,119$489.4K0.02%+18+1.6%Added