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 |
|---|---|---|---|---|---|
| Motley Fool Asset Management LLC | 688 | $300.8K | 0.02% | −17−2.4% | Reduced |
| Legacy Financial Advisors, Inc. | 676 | $295.6K | 0.06% | +161+31.3% | Added |
| Pearl River Capital, LLC | 676 | $295.6K | 0.05% | +49+7.8% | Added |
| Rowland & Co Investment Counsel | 675 | $295.1K | 0.07% | −95−12.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 674 | $294.7K | 0.00% | −15−2.2% | Reduced |
| Canandaigua National Bank & Trust Co | 673 | $294.3K | 0.05% | +4+0.6% | Added |
| Fort Washington Investment Advisors Inc | 672 | $293.8K | 0.00% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 670 | $293.0K | 0.01% | −14−2.0% | Reduced |
| Bleakley Financial Group, LLC | 670 | $293.0K | 0.01% | −14−2.0% | Reduced |
| Synovus Financial Corp | 668 | $292.1K | 0.00% | −17−2.5% | Reduced |
| Optiver Holding B.V. | 660 | $288.6K | 0.01% | +660 | New |
| SG Americas Securities, LLC | 659 | $288.0K | 0.00% | −4,854−88.0% | Reduced |
| Tiaa Trust, National Association | 658 | $287.7K | 0.00% | +658 | New |
| Strategy Asset Managers LLC | 652 | $285.3K | 0.07% | −27−4.0% | Reduced |
| Greenleaf Trust | 649 | $283.8K | 0.00% | +17+2.7% | Added |
| Integrated Wealth Concepts LLC | 648 | $283.5K | 0.01% | +15+2.4% | Added |
| Paces Ferry Wealth Advisors, LLC | 640 | $279.8K | 0.22% | −14−2.1% | Reduced |
| Seelaus Asset Management LLC | 640 | $279.8K | 0.32% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 637 | $278.5K | 0.28% | +5+0.8% | Added |
| HBK Investments L P | 637 | $278.5K | 0.01% | +637 | New |
| Haverford Trust Co | 630 | $275.5K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 629 | $275.0K | 0.10% | −37−5.6% | Reduced |
| Pine Haven Investment Counsel, Inc | 625 | $273.3K | 0.28% | 00.0% | Unchanged |
| Intrust Bank NA | 621 | $271.5K | 0.03% | +49+8.6% | Added |
| Checchi Capital Advisers, LLC | 620 | $271.1K | 0.03% | −11−1.7% | Reduced |
| Versant Capital Management, Inc | 620 | $271.1K | 0.09% | 00.0% | Unchanged |
| Veriti Management LLC | 617 | $269.8K | 0.03% | +42+7.3% | Added |
| Bennett Selby Investments LP | 615 | $269.1K | 0.16% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 616 | $269.0K | 0.11% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 611 | $267.2K | 0.01% | +7+1.2% | Added |
| Peapack Gladstone Financial Corp | 610 | $267.0K | 0.00% | +71+13.2% | Added |
| Gabelli Funds LLC | 600 | $262.4K | 0.00% | +600 | New |
| PEAK6 Investments LLC | 591 | $258.4K | 0.01% | −178−23.1% | Reduced |
| DoubleLine ETF Adviser LP | 588 | $257.1K | 0.09% | +37+6.7% | Added |
| TRUE Private Wealth Advisors | 578 | $252.8K | 0.04% | +578 | New |
| 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 |
| Intrua Financial, LLC | 559 | $244.2K | 0.04% | −1−0.2% | Reduced |
| 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 |
| SYSTM Wealth Solutions LLC | 554 | $242.2K | 0.04% | 00.0% | Unchanged |
| Horizon Investments, LLC | 551 | $240.9K | 0.01% | +9+1.7% | Added |
| Tocqueville Asset Management L.P. | 550 | $240.5K | 0.00% | −25−4.3% | Reduced |
| Belpointe Asset Management LLC | 549 | $240.4K | 0.02% | −16−2.8% | Reduced |
| Sage Private Wealth Group, LLC | 546 | $239.0K | 0.33% | +14+2.6% | Added |
| Fund Management at Engine No. 1 LLC | 546 | $238.7K | 0.04% | +546 | New |
| Perpetual Ltd | 543 | $237.4K | 0.00% | +543 | New |
| Koshinski Asset Management, Inc. | 536 | $234.4K | 0.03% | −59−9.9% | Reduced |
| River Wealth Advisors LLC | 527 | $230.4K | 0.04% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 527 | $230.4K | 0.01% | +527 | New |
| Tilia Fiduciary Partners, Inc. | 511 | $223.4K | 0.23% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 510 | $223.0K | 0.03% | +510 | New |
| Baron Wealth Management LLC | 509 | $222.6K | 0.14% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 508 | $222.1K | 0.14% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 506 | $221.3K | 0.00% | −8−1.6% | Reduced |
| Stokes Family Office, LLC | 501 | $219.1K | 0.03% | −2−0.4% | Reduced |
| 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 |
| Wedbush Securities Inc | 498 | $218.0K | 0.01% | +498 | New |
| Beacon Pointe Advisors, LLC | 496 | $216.9K | 0.00% | +496 | New |
| HB Wealth Management, LLC | 496 | $216.9K | 0.00% | +496 | New |
| Wedmont Private Capital | 480 | $216.7K | 0.02% | +480 | New |
| One Capital Management, LLC | 493 | $215.6K | 0.01% | +493 | New |
| Phillips Wealth Planners LLC | 492 | $214.9K | 0.29% | +492 | New |
| Lafayette Investments, Inc. | 490 | $214.3K | 0.06% | +490 | New |
| Martingale Asset Management L P | 485 | $212.1K | 0.00% | −80−14.2% | Reduced |
| Diversified, LLC | 482 | $210.9K | 0.05% | +482 | New |
| Apollon Wealth Management, LLC | 479 | $209.5K | 0.01% | +479 | New |
| Credit Agricole S A | 474 | $207.3K | 0.01% | +358+308.6% | Added |
| Pinnacle Associates Ltd | 474 | $207.3K | 0.00% | +474 | New |
| Buckingham Capital Management, Inc. | 470 | $205.5K | 0.03% | +470 | New |
| Drive Wealth Management, LLC | 463 | $202.5K | 0.07% | +463 | New |
| Estabrook Capital Management | 455 | $199.0K | 0.04% | 00.0% | Unchanged |
| Delta Asset Management LLC | 450 | $196.8K | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 413 | $180.0K | 0.00% | −26−5.9% | Reduced |
| Farmers & Merchants Investments Inc | 411 | $179.7K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 403 | $176.2K | 0.02% | +350+660.4% | Added |
| Westpac Banking Corp | 400 | $174.9K | 0.01% | +400 | New |
| PrairieView Partners, LLC | 400 | $174.0K | 0.02% | 00.0% | Unchanged |
| Walleye Trading LLC | 362 | $158.3K | 0.00% | +314+654.2% | Added |
| Caldwell Trust Co | 357 | $156.1K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 352 | $154.0K | 0.00% | +44+14.3% | Added |
| Natixis Investment Managers International | 327 | $143.0K | 0.01% | −3,317−91.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 324 | $142.0K | 0.01% | −20−5.8% | Reduced |
| Parallel Advisors, LLC | 319 | $139.6K | 0.00% | +116+57.1% | Added |
| Riverview Trust Co | 301 | $131.6K | 0.12% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 301 | $131.6K | 0.01% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 300 | $131.2K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 296 | $129.0K | 0.00% | +8+2.8% | Added |
| First Horizon Advisors, Inc. | 292 | $128.1K | 0.00% | −2−0.7% | Reduced |
| Annapolis Financial Services, LLC | 269 | $117.6K | 0.03% | 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 |
| EverSource Wealth Advisors, LLC | 262 | $114.6K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 242 | $106.0K | 0.02% | 00.0% | Unchanged |
| Bokf, NA | 245 | $105.8K | 0.00% | +151+160.6% | Added |
| Edmond de Rothschild Holding S.A. | 239 | $104.5K | 0.00% | −13−5.2% | 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 |