Factset Research Systems Inc

FDS

Exchange: NYSE
Industry: Services-Computer Programming, Data Processing, Etc.
SEC CIK: 0001013237

SEC filings (opens in a new tab)

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

Value heldQ1 2021: $10.3B

Institutions holding FDS and their total value by quarter
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, 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
Institution	Shares	Value	% of portfolio	Change in shares	Action
ICW Investment Advisors LLC	3,814	$1.18M	0.81%	–	–
Capital Investment Services of America, Inc.	3,860	$1.19M	0.12%	–	–
Advisory Services Network, LLC	3,868	$1.19M	0.04%	–	–
SRN Advisors, LLC	3,904	$1.20M	0.43%	–	–
Guggenheim Capital LLC	3,919	$1.21M	0.01%	–	–
Engineers Gate Manager LP	3,970	$1.23M	0.06%	–	–
Level Four Advisory Services, LLC	3,980	$1.23M	0.10%	–	–
IFM Investors Pty Ltd	4,007	$1.24M	0.03%	–	–
Point72 Hong Kong Ltd	4,020	$1.24M	0.10%	–	–
Standard Life Aberdeen plc	4,040	$1.25M	0.00%	–	–
Cordatus Wealth Management LLC	4,058	$1.25M	0.48%	–	–
CIBC World Markets Corp	4,078	$1.26M	0.01%	–	–
Crossmark Global Holdings, Inc.	4,118	$1.27M	0.03%	–	–
Origin Asset Management LLP	4,200	$1.30M	0.13%	–	–
Venturi Wealth Management, LLC	4,249	$1.31M	0.13%	–	–
Pacer Advisors, Inc.	4,252	$1.31M	0.02%	–	–
Blueshift Asset Management, LLC	4,285	$1.32M	0.14%	–	–
Duality Advisers, LP	4,285	$1.32M	0.11%	–	–
Nissay Asset Management Corp	4,286	$1.32M	0.01%	–	–
Fisher Asset Management, LLC	4,296	$1.33M	0.00%	–	–
HighTower Advisors, LLC	4,304	$1.33M	0.00%	–	–
Eads & Heald Wealth Management	4,398	$1.36M	0.70%	–	–
Westwood Holdings Group Inc.	4,466	$1.38M	0.01%	–	–
NewEdge Wealth, LLC	4,562	$1.41M	0.14%	–	–
Logan Capital Management Inc	4,599	$1.42M	0.07%	–	–
Los Angeles Capital Management LLC	4,785	$1.48M	0.01%	–	–
Public Employees Retirement Association of Colorado	4,844	$1.50M	0.01%	–	–
Loring Wolcott & Coolidge Fiduciary Advisors LLP	4,867	$1.50M	0.02%	–	–
Richard Bernstein Advisors LLC	4,954	$1.53M	0.03%	–	–
Connor, Clark & Lunn Investment Management Ltd.	4,997	$1.54M	0.01%	–	–
Federation des caisses Desjardins du Quebec	5,106	$1.58M	0.02%	–	–
Kensington Investment Counsel, LLC	5,131	$1.58M	1.19%	–	–
Toronto Dominion Bank	5,134	$1.58M	0.00%	–	–
Hussman Strategic Advisors, Inc.	5,150	$1.59M	0.33%	–	–
Advisors Asset Management, Inc.	5,205	$1.61M	0.02%	–	–
Formidable Asset Management, LLC	5,076	$1.61M	0.35%	–	–
Steward Partners Investment Advisory, LLC	5,231	$1.61M	0.03%	–	–
Teachers Retirement System of the State of Kentucky	5,429	$1.68M	0.02%	–	–
NN Investment Partners Holdings N.V.	5,444	$1.68M	0.01%	–	–
Vestmark Advisory Solutions, Inc.	5,490	$1.69M	0.15%	–	–
DuPont Capital Management Corp	5,549	$1.71M	0.04%	–	–
APG Asset Management N.V.	6,603	$1.73M	0.00%	–	–
TD Asset Management Inc	5,679	$1.75M	0.00%	–	–
Occudo Quantitative Strategies LP	5,959	$1.84M	0.40%	–	–
TownSquare Capital, LLC	5,975	$1.84M	0.07%	–	–
Bright Rock Capital Management, LLC	6,000	$1.85M	0.47%	–	–
Bokf, NA	6,016	$1.86M	0.03%	–	–
Whittier Trust Co	6,029	$1.86M	0.04%	–	–
Fortis Capital Management LLC	6,053	$1.87M	1.08%	–	–
Provident Investment Management, Inc.	6,077	$1.88M	0.21%	–	–
First Personal Financial Services	6,092	$1.88M	0.51%	–	–
Stonnington Group, LLC	5,760	$1.88M	0.46%	–	–
Prudential Financial Inc	6,166	$1.90M	0.00%	–	–
Storebrand Asset Management AS	6,200	$1.91M	0.01%	–	–
British Columbia Investment Management Corp	6,232	$1.92M	0.01%	–	–
First Republic Investment Management, Inc.	6,243	$1.93M	0.01%	–	–
Northwestern Mutual Investment Management Company, LLC	6,335	$1.96M	0.03%	–	–
C Partners Holding GmbH	6,508	$2.01M	0.49%	–	–
Prospera Financial Services Inc	6,567	$2.03M	0.12%	–	–
Cascadia Advisory Services, LLC	6,688	$2.06M	0.46%	–	–
New Mexico Educational Retirement Board	6,700	$2.07M	0.08%	–	–
Jane Street Group, LLC	6,713	$2.07M	0.01%	–	–
Dividend Assets Capital, LLC	6,719	$2.07M	0.39%	–	–
Brown Advisory Inc	6,743	$2.08M	0.00%	–	–
Birch Capital Management, LLC	6,795	$2.10M	1.54%	–	–
Handelsbanken Fonder AB	6,951	$2.15M	0.01%	–	–
Utah Retirement Systems	7,110	$2.19M	0.03%	–	–
D. E. Shaw & Co., Inc.	7,166	$2.21M	0.00%	–	–
Holocene Advisors, LP	7,171	$2.21M	0.01%	–	–
Amalgamated Bank	7,202	$2.22M	0.08%	–	–
SG Americas Securities, LLC	7,352	$2.27M	0.01%	–	–
Penobscot Investment Management Company, Inc.	7,450	$2.30M	0.36%	–	–
Tower Research Capital LLC (TRC)	7,465	$2.30M	0.04%	–	–
State of Tennessee, Treasury Department	7,478	$2.31M	0.01%	–	–
Federated Hermes, Inc.	7,541	$2.33M	0.00%	–	–
Nomura Asset Management Co Ltd	7,665	$2.37M	0.02%	–	–
Qube Research & Technologies Ltd	7,748	$2.39M	0.04%	–	–
Xponance, Inc.	7,826	$2.42M	0.05%	–	–
Wolf Group Capital Advisors	7,876	$2.43M	1.40%	–	–
Coastal Bridge Advisors, LLC	8,021	$2.48M	0.45%	–	–
Azzad Asset Management Inc	8,137	$2.51M	0.42%	–	–
Coastline Trust Co	8,155	$2.52M	0.32%	–	–
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.	8,172	$2.52M	0.02%	–	–
Gulf International Bank (UK) Ltd	8,195	$2.53M	0.03%	–	–
Sciencast Management LP	8,360	$2.58M	0.51%	–	–
Evoke Wealth, LLC	8,379	$2.59M	0.12%	–	–
AQR Capital Management LLC	8,413	$2.60M	0.00%	–	–
Marks Group Wealth Management, Inc	8,487	$2.63M	0.39%	–	–
Great Lakes Advisors, LLC	8,598	$2.65M	0.04%	–	–
Eukles Asset Management	8,730	$2.69M	1.74%	–	–
Skandinaviska Enskilda Banken AB (publ)	8,755	$2.70M	0.02%	–	–
Capital Insight Partners, LLC	8,781	$2.71M	0.66%	–	–
Somerset Trust Co	8,949	$2.76M	1.19%	–	–
Institutional & Family Asset Management, LLC	8,989	$2.77M	0.54%	–	–
Metropolitan Life Insurance Co	9,113	$2.81M	0.04%	–	–
Burney Co	9,233	$2.85M	0.14%	–	–
Commonwealth Equity Services, LLC	9,334	$2.88M	0.01%	–	–
Taylor Frigon Capital Management LLC	9,505	$2.93M	0.90%	–	–
Daiwa Securities Group Inc.	9,698	$2.99M	0.02%	–	–
Louisiana State Employees Retirement System	9,900	$3.06M	0.08%	–	–