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 |
|---|---|---|---|---|---|
| Winch Advisory Services, LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 9 | $4.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 9 | $3.94K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 9 | $3.94K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 9 | $3.94K | 0.00% | +6+200.0% | Added |
| Raleigh Capital Management Inc. | 8 | $3.52K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 8 | $3.50K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 8 | $3.50K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 8 | $3.50K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 8 | $3.50K | 0.00% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 8 | $3.00K | 0.00% | +8 | New |
| Geneos Wealth Management Inc. | 6 | $2.62K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 6 | $2.62K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 6 | $2.62K | 0.00% | +6 | New |
| Lee Financial Co | 5 | $2.19K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $2.19K | 0.00% | −56−91.8% | Reduced |
| Raffa Wealth Management, LLC | 5 | $2.19K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 4 | $1.75K | 0.00% | −4−50.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 4 | $1.75K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 4 | $1.75K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 4 | $1.75K | 0.00% | +4 | New |
| Concord Wealth Partners | 3 | $1.31K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 3 | $1.31K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 3 | $1.00K | 0.00% | +3 | New |
| Sound Income Strategies, LLC | 2 | $875 | 0.00% | −13−86.7% | Reduced |
| SRS Capital Advisors, Inc. | 2 | $875 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2 | $875 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1 | $438 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $438 | 0.00% | +1 | New |
| Zions Bancorporation, N.A. | 1 | $437 | 0.00% | 00.0% | Unchanged |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −187,253−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −38,750−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −22,350−100.0% | Sold out |
| Canoe Financial LP | 0 | $0 | 0.00% | −20,632−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −15,300−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −9,839−100.0% | Sold out |
| Ellsworth Advisors, LLC | 0 | $0 | 0.00% | −8,771−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −8,360−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −7,513−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −5,800−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −5,739−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −4,990−100.0% | Sold out |
| Cordatus Wealth Management LLC | 0 | $0 | 0.00% | −4,350−100.0% | Sold out |
| K.J. Harrison & Partners Inc | 0 | $0 | 0.00% | −3,250−100.0% | Sold out |
| Pensionfund Sabic | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −3,066−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −2,757−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −2,287−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −2,285−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −1,694−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −1,550−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −1,358−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −1,310−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −1,292−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −1,247−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −1,152−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −1,089−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −1,060−100.0% | Sold out |
| J. W. Coons Advisors, LLC | 0 | $0 | 0.00% | −1,035−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −1,021−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −984−100.0% | Sold out |
| Silver Lake Advisory, LLC | 0 | $0 | 0.00% | −981−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −945−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −851−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −7,289−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −765−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −753−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −681−100.0% | Sold out |
| Capital Advisors Inc | 0 | $0 | 0.00% | −603−100.0% | Sold out |
| Davis R M Inc | 0 | $0 | 0.00% | −508−100.0% | Sold out |
| DFPG Investments, LLC | 0 | $0 | 0.00% | −474−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −144−100.0% | Sold out |
| Vestor Capital, LLC | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −119−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Buck Wealth Strategies, LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Old Point Trust & Financial Services N A | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Live Oak Investment Partners | 0 | $0 | 0.00% | – | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −401−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| Coastal Capital Group, Inc. | – | – | – | – | Not filed |
| Tiaa, FSB | – | – | – | – | Not filed |
| First Capital Advisors Group, LLC. | – | – | – | – | Not filed |
| Vigilant Capital Management, LLC | – | – | – | – | Not filed |