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 |
|---|---|---|---|---|---|
| Jump Financial, LLC | 3,501 | $1.53M | 0.06% | +2,783+387.6% | Added |
| Wolf Group Capital Advisors | 3,489 | $1.53M | 0.72% | −37−1.0% | Reduced |
| British Columbia Investment Management Corp | 3,453 | $1.51M | 0.01% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 3,431 | $1.50M | 0.02% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 3,382 | $1.48M | 0.24% | −3,366−49.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 3,371 | $1.47M | 0.03% | −799−19.2% | Reduced |
| PFG Advisors | 3,361 | $1.47M | 0.13% | 00.0% | Unchanged |
| Strong Tower Advisory Services | 3,198 | $1.40M | 0.70% | +8+0.3% | Added |
| Panagora Asset Management Inc | 3,190 | $1.39M | 0.01% | −205−6.0% | Reduced |
| Mission Wealth Management, LP | 3,182 | $1.39M | 0.05% | +57+1.8% | Added |
| Kentucky Retirement Systems | 3,076 | $1.35M | 0.05% | −5−0.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 3,035 | $1.33M | 0.03% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 2,984 | $1.30M | 0.00% | +74+2.5% | Added |
| Venturi Wealth Management, LLC | 2,973 | $1.30M | 0.10% | +19+0.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 2,972 | $1.30M | 0.01% | +389+15.1% | Added |
| Oregon Public Employees Retirement Fund | 2,953 | $1.29M | 0.02% | −137−4.4% | Reduced |
| Pathstone Family Office, LLC | 2,945 | $1.29M | 0.01% | +1,050+55.4% | Added |
| Maryland State Retirement & Pension System | 2,943 | $1.29M | 0.03% | 00.0% | Unchanged |
| Spinnaker Trust | 2,922 | $1.28M | 0.10% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 2,898 | $1.27M | 0.04% | +535+22.6% | Added |
| Naples Global Advisors, LLC | 2,875 | $1.26M | 0.15% | +25+0.9% | Added |
| Securian Asset Management, Inc | 2,745 | $1.20M | 0.04% | −583−17.5% | Reduced |
| Advisory Services Network, LLC | 2,728 | $1.19M | 0.03% | −109−3.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 2,706 | $1.18M | 0.02% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 2,646 | $1.15M | 0.22% | +91+3.6% | Added |
| Hartford Investment Management Co | 2,601 | $1.14M | 0.05% | −95−3.5% | Reduced |
| Diversified Trust Co | 2,586 | $1.13M | 0.04% | +55+2.2% | Added |
| Metis Global Partners, LLC | 2,583 | $1.13M | 0.05% | +275+11.9% | Added |
| Burney Co | 2,574 | $1.13M | 0.05% | +1,005+64.1% | Added |
| Prudential PLC | 2,563 | $1.12M | 0.01% | +430+20.2% | Added |
| Lloyd Advisory Services, LLC. | 2,545 | $1.11M | 0.37% | +2,545 | New |
| Norden Group LLC | 2,545 | $1.11M | 0.37% | +2,545 | New |
| Cresset Asset Management, LLC | 2,507 | $1.10M | 0.01% | +341+15.7% | Added |
| La Banque Postale Asset Management SA | 2,448 | $1.07M | 0.02% | +897+57.8% | Added |
| D.B. Root & Company, LLC | 2,441 | $1.07M | 0.42% | +120+5.2% | Added |
| Nilsine Partners, LLC | 2,430 | $1.06M | 0.16% | +21+0.9% | Added |
| Louisiana State Employees Retirement System | 2,400 | $1.05M | 0.02% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 2,394 | $1.05M | 0.11% | −17−0.7% | Reduced |
| Connable Office Inc | 2,390 | $1.05M | 0.14% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 2,358 | $1.03M | 0.17% | +116+5.2% | Added |
| Cetera Advisor Networks LLC | 2,355 | $1.03M | 0.01% | +355+17.8% | Added |
| Marshall Financial Group LLC | 2,345 | $1.03M | 0.37% | +10+0.4% | Added |
| Ethic Inc. | 2,330 | $1.02M | 0.04% | +328+16.4% | Added |
| Wealthfront Advisers LLC | 2,292 | $1.00M | 0.00% | +68+3.1% | Added |
| Arkadios Wealth Advisors | 2,239 | $979.2K | 0.09% | +334+17.5% | Added |
| Avantax Advisory Services, Inc. | 2,236 | $977.9K | 0.01% | +14+0.6% | Added |
| Tower Research Capital LLC (TRC) | 2,226 | $973.3K | 0.03% | +98+4.6% | Added |
| Ninety One SA (PTY) Ltd | 2,213 | $967.7K | 0.19% | −284−11.4% | Reduced |
| Henshaw Capital LLC | 2,210 | $966.5K | 0.06% | +5+0.2% | Added |
| Radnor Capital Management, LLC | 2,210 | $966.0K | 0.19% | +2,210 | New |
| 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 |
| Keybank National Association | 2,193 | $958.9K | 0.00% | +15+0.7% | Added |
| Mercer Global Advisors Inc | 2,192 | $958.0K | 0.00% | +357+19.5% | Added |
| McDonald Partners LLC | 2,149 | $939.5K | 0.31% | −6−0.3% | Reduced |
| Stratos Wealth Partners, LTD. | 2,118 | $926.3K | 0.02% | +237+12.6% | Added |
| XTX Topco Ltd | 2,091 | $914.3K | 0.16% | +1,587+314.9% | Added |
| Capstone Investment Advisors, LLC | 2,082 | $910.4K | 0.02% | +2,082 | New |
| TrimTabs Asset Management, LLC | 2,050 | $896.4K | 0.48% | −58−2.8% | Reduced |
| Banque Cantonale Vaudoise | 2,043 | $893.0K | 0.04% | +243+13.5% | Added |
| New Mexico Educational Retirement Board | 2,000 | $875.0K | 0.04% | +100+5.3% | Added |
| Capital Investment Services of America, Inc. | 1,990 | $870.1K | 0.10% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,985 | $868.0K | 0.13% | +1+0.1% | Added |
| MML Investors Services, LLC | 1,976 | $864.0K | 0.00% | +140+7.6% | Added |
| Allspring Global Investments Holdings, LLC | 1,963 | $858.3K | 0.00% | −168−7.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 1,948 | $851.6K | 0.00% | +1,948 | New |
| Stratos Wealth Advisors, LLC | 1,935 | $846.3K | 0.06% | +86+4.7% | Added |
| Ossiam | 1,935 | $846.1K | 0.01% | +1,209+166.5% | Added |
| Valmark Advisers, Inc. | 1,927 | $842.6K | 0.02% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 1,891 | $826.9K | 0.04% | +1,891 | New |
| Mount Yale Investment Advisors, LLC | 1,886 | $824.7K | 0.09% | −16−0.8% | Reduced |
| Palumbo Wealth Management LLC | 1,873 | $819.1K | 0.45% | +182+10.8% | Added |
| E. Ohman J:or Asset Management AB | 1,854 | $810.7K | 0.03% | 00.0% | Unchanged |
| Toroso Investments, LLC | 1,853 | $810.2K | 0.02% | +84+4.7% | Added |
| Summit Global Investments | 1,841 | $805.0K | 0.05% | −73−3.8% | Reduced |
| Vontobel Holding Ltd. | 1,819 | $795.4K | 0.01% | −90−4.7% | Reduced |
| Meridian Wealth Management, LLC | 1,806 | $789.6K | 0.05% | +720+66.3% | Added |
| FDx Advisors, Inc. | 1,794 | $784.0K | 0.07% | −1,690−48.5% | Reduced |
| Advisor Partners II, LLC | 1,790 | $782.7K | 0.03% | +60+3.5% | Added |
| Transamerica Financial Advisors, Inc. | 1,752 | $766.0K | 0.10% | −112−6.0% | Reduced |
| Northwest Investment Counselors, LLC | 1,742 | $761.7K | 0.21% | 00.0% | Unchanged |
| Guardian Capital LP | 1,738 | $760.0K | 0.03% | −40−2.2% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 1,690 | $739.0K | 0.44% | +205+13.8% | Added |
| Kestra Advisory Services, LLC | 1,690 | $739.0K | 0.01% | +302+21.8% | Added |
| Stock Yards Bank & Trust Co | 1,676 | $732.8K | 0.03% | −155−8.5% | Reduced |
| Glenmede Trust Co NA | 1,611 | $704.4K | 0.00% | −540−25.1% | Reduced |
| D. E. Shaw & Co., Inc. | 1,608 | $703.1K | 0.00% | −22,815−93.4% | Reduced |
| Kestra Private Wealth Services, LLC | 1,598 | $698.7K | 0.02% | −15−0.9% | Reduced |
| Kenfarb & Co. | 1,585 | $693.0K | 0.63% | −40−2.5% | Reduced |
| Metropolitan Life Insurance Co | 1,579 | $690.4K | 0.04% | −91−5.4% | Reduced |
| Assenagon Asset Management S.A. | 1,578 | $690.0K | 0.00% | −24,631−94.0% | Reduced |
| Institute for Wealth Management, LLC. | 1,570 | $686.5K | 0.13% | +3+0.2% | Added |
| Conestoga Capital Advisors, LLC | 1,557 | $680.8K | 0.01% | +91+6.2% | Added |
| Alliance Wealth Advisors, LLC | 1,535 | $671.2K | 0.25% | +1+0.1% | Added |
| Davenport & Co LLC | 1,530 | $669.0K | 0.01% | +1+0.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 1,520 | $664.6K | 0.01% | +567+59.5% | Added |
| Anchor Capital Advisors LLC | 1,500 | $655.9K | 0.02% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,495 | $654.0K | 0.14% | −700−31.9% | Reduced |
| Integrated Investment Consultants, LLC | 1,452 | $634.9K | 0.23% | +788+118.7% | Added |
| Snowden Capital Advisors LLC | 1,442 | $630.5K | 0.03% | −430−23.0% | Reduced |