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 |
|---|---|---|---|---|---|
| Connolly Sarah T. | 1,120 | $489.7K | 0.32% | −65−5.5% | Reduced |
| Shepherd Financial Partners LLC | 1,134 | $495.8K | 0.08% | −27−2.3% | Reduced |
| Chicago Capital, LLC | 1,141 | $498.9K | 0.02% | 00.0% | Unchanged |
| Colony Group LLC | 1,144 | $500.0K | 0.01% | +297+35.1% | Added |
| LMCG Investments, LLC | 1,148 | $502.0K | 0.03% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 1,165 | $509.0K | 0.01% | +104+9.8% | Added |
| Lindenwold Advisors | 1,165 | $509.4K | 0.32% | −162−12.2% | Reduced |
| Palisade Asset Management, LLC | 1,185 | $518.2K | 0.06% | +30+2.6% | Added |
| Douglass Winthrop Advisors, LLC | 1,196 | $523.0K | 0.01% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 1,199 | $524.3K | 0.05% | −37,273−96.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 1,203 | $526.0K | 0.01% | −5−0.4% | Reduced |
| KB Financial Partners, LLC | 1,205 | $527.0K | 0.15% | +11+0.9% | Added |
| Wesbanco Bank Inc | 1,208 | $528.2K | 0.02% | 00.0% | Unchanged |
| MAI Capital Management | 1,209 | $528.6K | 0.01% | +8+0.7% | Added |
| Mayflower Financial Advisors, LLC | 1,227 | $536.7K | 0.08% | +12+1.0% | Added |
| Quantum Private Wealth, LLC | 1,250 | $546.6K | 0.26% | 00.0% | Unchanged |
| Argent Trust Co | 1,250 | $546.6K | 0.03% | −354−22.1% | Reduced |
| Cubist Systematic Strategies, LLC | 1,267 | $554.0K | 0.01% | −32,076−96.2% | Reduced |
| GYL Financial Synergies, LLC | 1,301 | $568.9K | 0.06% | −75−5.5% | Reduced |
| Provident Investment Management, Inc. | 1,323 | $578.5K | 0.06% | −90−6.4% | Reduced |
| Dakota Wealth Management | 1,325 | $579.4K | 0.03% | +1,325 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,334 | $583.3K | 0.04% | 00.0% | Unchanged |
| Norinchukin Bank, The | 1,336 | $584.2K | 0.01% | −622−31.8% | Reduced |
| CIBC Private Wealth Group, LLC | 1,346 | $588.4K | 0.00% | +805+148.8% | Added |
| FourThought Financial Partners, LLC | 1,350 | $590.3K | 0.08% | −48−3.4% | Reduced |
| Summit Financial, LLC | 1,354 | $592.1K | 0.04% | +21+1.6% | Added |
| SkyView Investment Advisors, LLC | 1,365 | $597.0K | 0.24% | +52+4.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 1,373 | $600.4K | 0.05% | −3−0.2% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 1,383 | $604.7K | 0.78% | −358−20.6% | Reduced |
| Private Advisor Group, LLC | 1,393 | $609.1K | 0.01% | +53+4.0% | Added |
| Cetera Investment Advisers | 1,400 | $612.1K | 0.01% | −279−16.6% | Reduced |
| Lincoln National Corp | 1,408 | $615.5K | 0.01% | +57+4.2% | Added |
| Covenant Partners, LLC | 1,434 | $627.0K | 0.23% | −90−5.9% | Reduced |
| Snowden Capital Advisors LLC | 1,442 | $630.5K | 0.03% | −430−23.0% | Reduced |
| Integrated Investment Consultants, LLC | 1,452 | $634.9K | 0.23% | +788+118.7% | Added |
| Dividend Assets Capital, LLC | 1,495 | $654.0K | 0.14% | −700−31.9% | Reduced |
| Anchor Capital Advisors LLC | 1,500 | $655.9K | 0.02% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 1,520 | $664.6K | 0.01% | +567+59.5% | Added |
| Davenport & Co LLC | 1,530 | $669.0K | 0.01% | +1+0.1% | Added |
| Alliance Wealth Advisors, LLC | 1,535 | $671.2K | 0.25% | +1+0.1% | Added |
| Conestoga Capital Advisors, LLC | 1,557 | $680.8K | 0.01% | +91+6.2% | Added |
| Institute for Wealth Management, LLC. | 1,570 | $686.5K | 0.13% | +3+0.2% | Added |
| Assenagon Asset Management S.A. | 1,578 | $690.0K | 0.00% | −24,631−94.0% | Reduced |
| Metropolitan Life Insurance Co | 1,579 | $690.4K | 0.04% | −91−5.4% | Reduced |
| Kenfarb & Co. | 1,585 | $693.0K | 0.63% | −40−2.5% | Reduced |
| Kestra Private Wealth Services, LLC | 1,598 | $698.7K | 0.02% | −15−0.9% | Reduced |
| D. E. Shaw & Co., Inc. | 1,608 | $703.1K | 0.00% | −22,815−93.4% | Reduced |
| Glenmede Trust Co NA | 1,611 | $704.4K | 0.00% | −540−25.1% | Reduced |
| Stock Yards Bank & Trust Co | 1,676 | $732.8K | 0.03% | −155−8.5% | Reduced |
| Kestra Advisory Services, LLC | 1,690 | $739.0K | 0.01% | +302+21.8% | Added |
| Mitchell & Pahl Private Wealth, LLC | 1,690 | $739.0K | 0.44% | +205+13.8% | Added |
| Guardian Capital LP | 1,738 | $760.0K | 0.03% | −40−2.2% | Reduced |
| Northwest Investment Counselors, LLC | 1,742 | $761.7K | 0.21% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1,752 | $766.0K | 0.10% | −112−6.0% | Reduced |
| Advisor Partners II, LLC | 1,790 | $782.7K | 0.03% | +60+3.5% | Added |
| FDx Advisors, Inc. | 1,794 | $784.0K | 0.07% | −1,690−48.5% | Reduced |
| Meridian Wealth Management, LLC | 1,806 | $789.6K | 0.05% | +720+66.3% | Added |
| Vontobel Holding Ltd. | 1,819 | $795.4K | 0.01% | −90−4.7% | Reduced |
| Summit Global Investments | 1,841 | $805.0K | 0.05% | −73−3.8% | Reduced |
| Toroso Investments, LLC | 1,853 | $810.2K | 0.02% | +84+4.7% | Added |
| E. Ohman J:or Asset Management AB | 1,854 | $810.7K | 0.03% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 1,873 | $819.1K | 0.45% | +182+10.8% | Added |
| Mount Yale Investment Advisors, LLC | 1,886 | $824.7K | 0.09% | −16−0.8% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 1,891 | $826.9K | 0.04% | +1,891 | New |
| Valmark Advisers, Inc. | 1,927 | $842.6K | 0.02% | 00.0% | Unchanged |
| Ossiam | 1,935 | $846.1K | 0.01% | +1,209+166.5% | Added |
| Stratos Wealth Advisors, LLC | 1,935 | $846.3K | 0.06% | +86+4.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 1,948 | $851.6K | 0.00% | +1,948 | New |
| Allspring Global Investments Holdings, LLC | 1,963 | $858.3K | 0.00% | −168−7.9% | Reduced |
| MML Investors Services, LLC | 1,976 | $864.0K | 0.00% | +140+7.6% | Added |
| Manchester Capital Management LLC | 1,985 | $868.0K | 0.13% | +1+0.1% | Added |
| Capital Investment Services of America, Inc. | 1,990 | $870.1K | 0.10% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 2,000 | $875.0K | 0.04% | +100+5.3% | Added |
| Banque Cantonale Vaudoise | 2,043 | $893.0K | 0.04% | +243+13.5% | Added |
| TrimTabs Asset Management, LLC | 2,050 | $896.4K | 0.48% | −58−2.8% | Reduced |
| Capstone Investment Advisors, LLC | 2,082 | $910.4K | 0.02% | +2,082 | New |
| XTX Topco Ltd | 2,091 | $914.3K | 0.16% | +1,587+314.9% | Added |
| Stratos Wealth Partners, LTD. | 2,118 | $926.3K | 0.02% | +237+12.6% | Added |
| McDonald Partners LLC | 2,149 | $939.5K | 0.31% | −6−0.3% | Reduced |
| Mercer Global Advisors Inc | 2,192 | $958.0K | 0.00% | +357+19.5% | Added |
| Keybank National Association | 2,193 | $958.9K | 0.00% | +15+0.7% | Added |
| Argent Capital Management LLC | 2,200 | $962.0K | 0.03% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 2,200 | $962.0K | 0.65% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 2,210 | $966.0K | 0.19% | +2,210 | New |
| Henshaw Capital LLC | 2,210 | $966.5K | 0.06% | +5+0.2% | Added |
| Ninety One SA (PTY) Ltd | 2,213 | $967.7K | 0.19% | −284−11.4% | Reduced |
| Tower Research Capital LLC (TRC) | 2,226 | $973.3K | 0.03% | +98+4.6% | Added |
| Avantax Advisory Services, Inc. | 2,236 | $977.9K | 0.01% | +14+0.6% | Added |
| Arkadios Wealth Advisors | 2,239 | $979.2K | 0.09% | +334+17.5% | Added |
| Wealthfront Advisers LLC | 2,292 | $1.00M | 0.00% | +68+3.1% | Added |
| Ethic Inc. | 2,330 | $1.02M | 0.04% | +328+16.4% | Added |
| Marshall Financial Group LLC | 2,345 | $1.03M | 0.37% | +10+0.4% | Added |
| Cetera Advisor Networks LLC | 2,355 | $1.03M | 0.01% | +355+17.8% | Added |
| Legacy Advisors, LLC | 2,358 | $1.03M | 0.17% | +116+5.2% | Added |
| Connable Office Inc | 2,390 | $1.05M | 0.14% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 2,394 | $1.05M | 0.11% | −17−0.7% | Reduced |
| Louisiana State Employees Retirement System | 2,400 | $1.05M | 0.02% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 2,430 | $1.06M | 0.16% | +21+0.9% | Added |
| D.B. Root & Company, LLC | 2,441 | $1.07M | 0.42% | +120+5.2% | Added |
| La Banque Postale Asset Management SA | 2,448 | $1.07M | 0.02% | +897+57.8% | Added |