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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, Q1 2021

Institutional positions in Factset Research Systems Inc as of Mar 31, 2021. 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
577
No complete 13F data for Q4 2020
Shares held
33.5M
No complete 13F data for Q4 2020
Total value
$10.3B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 577 institutions
Q1 2021: 577 institutionsQ2 2021: 595 institutionsQ3 2021: 621 institutionsQ4 2021: 695 institutionsQ1 2022: 704 institutionsQ2 2022: 693 institutionsQ3 2022: 692 institutionsQ4 2022: 743 institutionsQ1 2023: 723 institutionsQ2 2023: 737 institutionsQ3 2023: 733 institutionsQ4 2023: 775 institutionsQ1 2024: 782 institutionsQ2 2024: 807 institutionsQ3 2024: 833 institutionsQ4 2024: 847 institutionsQ1 2025: 828 institutionsQ2 2025: 837 institutionsQ3 2025: 775 institutionsQ4 2025: 798 institutionsQ1 2026: 726 institutionsQ2 2026: 767 institutions
Value heldQ1 2021: $10.3B
Q1 2021: $10.3BQ2 2021: $11.1BQ3 2021: $13.1BQ4 2021: $16.5BQ1 2022: $14.8BQ2 2022: $13.0BQ3 2022: $13.8BQ4 2022: $13.5BQ1 2023: $14.0BQ2 2023: $13.7BQ3 2023: $15.2BQ4 2023: $16.5BQ1 2024: $15.9BQ2 2024: $14.6BQ3 2024: $16.5BQ4 2024: $17.2BQ1 2025: $16.2BQ2 2025: $15.9BQ3 2025: $10.6BQ4 2025: $10.6BQ1 2026: $8.21BQ2 2026: $9.22B
Institutions holding FDS and their total value by quarter
QuarterHoldersValue
Q2 2026767$9.22B
Q1 2026726$8.21B
Q4 2025798$10.6B
Q3 2025775$10.6B
Q2 2025837$15.9B
Q1 2025828$16.2B
Q4 2024847$17.2B
Q3 2024833$16.5B
Q2 2024807$14.6B
Q1 2024782$15.9B
Q4 2023775$16.5B
Q3 2023733$15.2B
Q2 2023737$13.7B
Q1 2023723$14.0B
Q4 2022743$13.5B
Q3 2022692$13.8B
Q2 2022693$13.0B
Q1 2022704$14.8B
Q4 2021695$16.5B
Q3 2021621$13.1B
Q2 2021595$11.1B
Q1 2021577$10.3B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Factset Research Systems Inc.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding FDS in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.4,251,947$1.31B0.04%––
Vanguard Group Inc3,708,271$1.14B0.03%––
Bamco Inc2,683,121$828.0M2.04%––
Loomis Sayles & Co L P2,424,937$748.3M0.97%––
Wells Fargo & Company1,758,708$542.7M0.13%––
Kayne Anderson Rudnick Investment Management LLC1,628,352$502.5M1.35%––
State Street Corp1,447,260$446.6M0.03%––
Ninety One UK Ltd938,266$289.5M0.82%––
Morgan Stanley882,620$272.4M0.04%––
Bank of America Corp698,128$215.4M0.03%––
Echo Street Capital Management LLC584,157$180.3M1.61%––
Geode Capital Management, LLC572,260$176.4M0.03%––
Fiera Capital Corp460,751$142.2M0.41%––
Northern Trust Corp418,592$129.2M0.02%––
Atlanta Capital Management Co L L C406,813$125.5M0.44%––
Bank of New York Mellon Corp380,729$117.5M0.02%––
Legal & General Group Plc307,263$94.8M0.04%––
Ameriprise Financial Inc259,459$80.3M0.03%––
American Capital Management Inc253,252$78.2M2.36%––
Dimensional Fund Advisors LP240,321$74.2M0.02%––
Boston Trust Walden Corp224,884$69.4M0.67%––
JPMorgan Chase & Co220,876$68.2M0.01%––
UBS Asset Management Americas Inc219,521$67.7M0.03%––
Charles Schwab Investment Management Inc212,396$65.5M0.02%––
Schroder Investment Management Group202,320$62.4M0.08%––
Goldman Sachs Group Inc186,602$57.6M0.02%––
Nuveen Asset Management, LLC181,437$56.0M0.02%––
Tandem Investment Advisors, Inc.164,005$50.6M4.86%––
Neuberger Berman Group LLC153,546$47.3M0.05%––
Everett Harris & Co149,181$46.0M0.80%––
Sumitomo Mitsui Trust Holdings, Inc.148,080$45.7M0.03%––
Norges Bank135,987$42.0M0.01%––
Principal Financial Group Inc133,607$41.2M0.03%––
Raymond James & Associates132,507$40.9M0.04%––
Invesco Ltd.130,166$40.2M0.01%––
Disciplined Growth Investors Inc129,309$39.9M0.81%––
Price T Rowe Associates Inc120,701$37.2M0.00%––
Parametric Portfolio Associates LLC119,906$37.0M0.02%––
Markel Group Inc.SuperinvestorMarkel Group116,720$36.0M0.50%––
Tikehau Investment Management116,600$36.0M8.26%––
AustralianSuper Pty Ltd115,602$35.7M0.28%––
Nordea Investment Management AB109,016$34.1M0.05%––
Wellington Management Group LLP109,838$33.9M0.01%––
Natixis Advisors, L.P.108,776$33.6M0.18%––
Rhumbline Advisers104,080$32.1M0.04%––
Rockefeller Capital Management L.P.102,212$31.5M0.21%––
Bel Air Investment Advisors LLC100,222$30.9M1.00%––
Eaton Vance Management100,187$30.9M0.05%––
Millennium Management LLC96,875$29.9M0.04%––
Assetmark, Inc86,802$26.8M0.14%––
California Public Employees Retirement System85,784$26.5M0.02%––
Two Sigma Advisers, LP81,600$25.2M0.07%––
Ninety One North America, Inc.80,984$25.0M1.44%––
Two Sigma Investments, LP80,511$24.8M0.08%––
New York State Common Retirement Fund78,900$24.3M0.03%––
Earnest Partners LLC77,927$24.0M0.14%––
Victory Capital Management Inc76,471$23.6M0.02%––
HSBC Holdings PLC74,052$22.8M0.03%––
American International Group, Inc.69,206$21.4M0.09%––
Deutsche Bank AG68,662$21.2M0.01%––
California State Teachers Retirement System68,655$21.2M0.03%––
Copeland Capital Management, LLC67,610$20.9M0.65%––
Retirement Systems of Alabama66,972$20.7M0.08%––
Robeco Institutional Asset Management B.V.66,715$20.6M0.05%––
Alliancebernstein L.P.65,787$20.3M0.01%––
KBC Group NV65,771$20.3M0.08%––
Royal London Asset Management Ltd63,019$19.4M0.09%––
Credit Suisse AG61,942$19.1M0.01%––
Royal Bank of Canada61,786$19.1M0.01%––
Arrowstreet Capital, Limited Partnership58,055$17.9M0.02%––
Amundi Asset Management US, Inc.56,190$17.3M0.01%––
ProShare Advisors LLC56,086$17.3M0.05%––
State Board of Administration of Florida Retirement System53,843$16.6M0.03%––
Citadel Advisors LLC53,559$16.5M0.02%––
Truist Financial Corp52,067$16.1M0.03%––
Virginia Retirement Systems Et Al52,000$16.0M0.16%––
PGGM Investments49,813$15.4M0.07%––
Ensign Peak Advisors, Inc47,345$14.6M0.03%––
New York State Teachers Retirement System46,054$14.2M0.03%––
Saybrook Capital45,619$14.1M4.28%––
Thrivent Financial for Lutherans45,041$13.9M0.03%––
Dock Street Asset Management Inc44,227$13.6M2.85%––
Raymond James Financial Services Advisors, Inc.44,178$13.6M0.03%––
Manufacturers Life Insurance Company, The42,589$13.1M0.01%––
Barclays PLC42,568$13.1M0.01%––
Teacher Retirement System of Texas42,103$13.0M0.07%––
Envestnet Asset Management Inc41,903$12.9M0.01%––
FMR LLC40,724$12.6M0.00%––
Prana Capital Management, LP38,888$12.0M0.98%––
Citigroup Inc38,519$11.9M0.01%––
Mitsubishi UFJ Trust & Banking Corp37,022$11.5M0.03%––
Great West Life Assurance Co37,041$11.4M0.03%––
Stifel Financial Corp36,128$11.2M0.02%––
Susquehanna Fundamental Investments, LLC35,831$11.1M0.19%––
Bath Savings Trust Co35,797$11.0M1.41%––
Wendell David Associates Inc34,667$10.7M1.29%––
Mutual of America Capital Management LLC34,276$10.6M0.11%––
Franklin Resources Inc33,024$10.2M0.00%––
Cubist Systematic Strategies, LLC32,654$10.1M0.13%––
Janus Henderson Group PLC32,061$9.89M0.00%––