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 |
|---|---|---|---|---|---|
| Sentry Investment Management LLC | 223 | $98.0K | 0.05% | −38−14.6% | Reduced |
| Washington Trust Co | 220 | $96.2K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 210 | $91.8K | 0.01% | +45+27.3% | Added |
| Swedbank AB | 185 | $80.9K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 185 | $80.9K | 0.00% | −24−11.5% | Reduced |
| Twin Tree Management, LP | 184 | $80.5K | 0.00% | +184 | New |
| Atticus Wealth Management, LLC | 182 | $79.6K | 0.03% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 177 | $77.4K | 0.01% | −6−3.3% | Reduced |
| Tobam | 165 | $72.0K | 0.01% | −775−82.4% | Reduced |
| Clean Yield Group | 150 | $68.5K | 0.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 153 | $66.9K | 0.00% | −12−7.3% | Reduced |
| Proequities, Inc. | 143 | $62.5K | 0.00% | +3+2.1% | Added |
| Sandy Spring Bank | 136 | $59.5K | 0.00% | +12+9.7% | Added |
| Central Trust Co | 126 | $55.1K | 0.00% | +10+8.6% | Added |
| American National Bank | 118 | $51.6K | 0.01% | +118 | New |
| Allworth Financial LP | 117 | $51.2K | 0.00% | +17+17.0% | Added |
| 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 |
| TD Private Client Wealth LLC | 106 | $46.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 103 | $46.1K | 0.00% | +23+28.7% | Added |
| Milestone Investment Advisors LLC | 105 | $45.9K | 0.01% | +105 | New |
| Compass Wealth Management LLC | 103 | $45.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Acadian Asset Management LLC | 99 | $43.0K | 0.00% | −8,079−98.8% | Reduced |
| 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 |
| Baldwin Brothers Inc | 85 | $37.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 84 | $36.7K | 0.00% | +35+71.4% | Added |
| Eagle Bay Advisors LLC | 82 | $35.9K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 81 | $35.4K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 81 | $35.0K | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 80 | $35.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 79 | $34.5K | 0.00% | +13+19.7% | Added |
| Cary Street Partner Investment Advisory LLC | 78 | $34.1K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 85 | $34.0K | 0.00% | +13+18.1% | Added |
| Hartford Financial Management Inc. | 75 | $32.8K | 0.01% | 00.0% | Unchanged |
| Motco | 70 | $30.6K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 66 | $29.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 65 | $28.4K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 65 | $28.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 64 | $28.0K | 0.00% | −20−23.8% | Reduced |
| Rosenberg Matthew Hamilton | 64 | $27.8K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 62 | $27.1K | 0.00% | +17+37.8% | Added |
| CarsonAllaria Wealth Management, Ltd. | 60 | $26.4K | 0.02% | 00.0% | Unchanged |
| Arrow Financial Corp | 60 | $26.2K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 62 | $26.0K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 57 | $24.9K | 0.03% | +57 | New |
| Covestor Ltd | 55 | $24.0K | 0.02% | −9−14.1% | Reduced |
| Valley National Advisers Inc | 53 | $23.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 52 | $22.7K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 52 | $22.7K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 49 | $21.4K | 0.00% | −207−80.9% | Reduced |
| NVWM, LLC | 48 | $21.0K | 0.01% | −1−2.0% | Reduced |
| Thompson Investment Management, Inc. | 48 | $21.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 46 | $20.1K | 0.00% | −1−2.1% | Reduced |
| Salem Investment Counselors Inc | 46 | $20.1K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 44 | $19.2K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 43 | $18.8K | 0.02% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 43 | $17.2K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 37 | $16.2K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 37 | $16.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 35 | $15.3K | 0.00% | +2+6.1% | Added |
| Colonial Trust Co | 34 | $14.9K | 0.00% | +5+17.2% | Added |
| Stephenson National Bank & Trust | 34 | $14.9K | 0.01% | +34 | New |
| Operose Advisors LLC | 34 | $14.9K | 0.01% | +34 | New |
| Provence Wealth Management Group | 34 | $14.9K | 0.01% | +34 | New |
| McIlrath & Eck, LLC | 33 | $14.4K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 32 | $14.0K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 32 | $14.0K | 0.01% | +32 | New |
| Key Financial Inc | 30 | $13.1K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 29 | $12.7K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 29 | $12.7K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 28 | $12.5K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 28 | $12.2K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 27 | $11.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 27 | $11.8K | 0.00% | +11+68.8% | Added |
| Assetmark, Inc | 26 | $11.4K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 26 | $11.4K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 26 | $11.4K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 24 | $10.5K | 0.00% | +2+9.1% | Added |
| Evermay Wealth Management LLC | 22 | $9.62K | 0.00% | +22 | New |
| Tortoise Investment Management, LLC | 21 | $9.18K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 20 | $8.75K | 0.00% | +20 | New |
| Hexagon Capital Partners LLC | 20 | $8.74K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 20 | $8.74K | 0.00% | +20 | New |
| Investors Research Corp | 17 | $7.43K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 17 | $7.43K | 0.00% | +11+183.3% | Added |
| GW&K Investment Management, LLC | 17 | $7.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 17 | $7.00K | 0.00% | +17 | New |
| FinTrust Capital Advisors, LLC | 16 | $7.00K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 13 | $5.71K | 0.00% | +13 | New |
| Cambridge Trust Co | 13 | $5.68K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 13 | $5.68K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 12 | $5.26K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 12 | $5.25K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 10 | $4.37K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $4.37K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 10 | $4.34K | 0.00% | 00.0% | Unchanged |