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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
The PNC Financial Services Group, Inc.30,747$9.49M0.01%––
Voloridge Investment Management, LLC28,432$8.77M0.06%––
Texas Permanent School Fund28,374$8.76M0.11%––
Comerica Bank24,654$8.56M0.05%––
UBS Group AG25,946$8.01M0.00%––
2Xideas AG25,687$7.93M0.88%––
Mirae Asset Global Investments Co., Ltd.25,317$7.81M0.03%––
State of New Jersey Common Pension Fund D23,799$7.34M0.03%––
Russell Investments Group, Ltd.23,474$7.24M0.01%––
Papp L Roy & Associates23,137$7.14M1.02%––
Marshall Wace, LLP21,466$6.62M0.03%––
Willis Investment Counsel21,400$6.60M0.40%––
Public Employees Retirement System of Ohio21,339$6.58M0.03%––
Cullinan Associates Inc21,105$6.51M0.37%––
Dundas Partners LLP20,720$6.39M1.01%––
Janney Montgomery Scott LLC20,479$6.32M0.03%––
AXA S.A.19,931$6.15M0.02%––
SEI Investments Co19,225$6.10M0.02%––
BNP PARIBAS ASSET MANAGEMENT Holding S.A.19,672$6.07M0.03%––
MetLife Investment Management19,618$6.05M0.06%––
State of Wisconsin Investment Board19,215$5.93M0.01%––
Schonfeld Strategic Advisors LLC19,200$5.92M0.08%––
Rafferty Asset Management, LLC18,787$5.80M0.04%––
JGP Wealth Management, LLC18,646$5.75M1.29%––
Atria Investments LLC18,570$5.73M0.13%––
Core Alternative Capital18,504$5.71M1.62%––
State of Alaska, Department of Revenue18,283$5.64M0.06%––
LPL Financial LLC17,983$5.55M0.01%––
BNP Paribas Arbitrage, SA17,794$5.49M0.01%––
Advisor Group Holdings, Inc.17,496$5.46M0.01%––
Forsta Ap-Fonden17,600$5.43M0.08%––
Asset Management One Co.,Ltd.17,404$5.37M0.02%––
Oregon Public Employees Retirement Fund17,325$5.35M0.06%––
Pictet Asset Management Ltd17,230$5.32M0.01%––
Commerce Bank17,150$5.29M0.04%––
Voya Investment Management LLC17,115$5.28M0.01%––
Arabesque Asset Management Ltd16,952$5.23M2.31%––
Renaissance Technologies LLC16,450$5.08M0.01%––
Marshall Wace North America L.P.15,789$4.87M0.02%––
Gateway Investment Advisers LLC15,709$4.85M0.05%––
Korea Investment CORP15,700$4.84M0.02%––
Regions Financial Corp15,225$4.70M0.04%––
State of Michigan Retirement System15,125$4.67M0.03%––
US Bancorp14,944$4.61M0.01%––
Mattern Capital Management, LLC14,940$4.61M1.00%––
Nisa Investment Advisors, LLC14,420$4.45M0.03%––
Andra AP-fonden14,400$4.44M0.10%––
Allianz Asset Management GmbH14,123$4.36M0.00%––
AMP Capital Investors Ltd14,097$4.36M0.02%––
Banco Santander, S.A.13,850$4.27M0.03%––
Treasurer of the State of North Carolina13,625$4.21M0.03%––
BBVA USA Bancshares, Inc.13,398$4.13M0.20%––
Edgestream Partners, L.P.12,812$3.95M0.22%––
Leverage Partners Absolute Return Fund SPC12,750$3.93M3.14%––
Profit Investment Management, LLC12,699$3.92M2.23%––
Hendershot Investments Inc.12,683$3.91M0.91%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys12,670$3.91M0.05%––
Aviva PLC12,445$3.84M0.02%––
Kesler, Norman & Wride, LLC12,392$3.82M0.95%––
Baird Financial Group, Inc.12,113$3.74M0.01%––
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund12,100$3.73M0.03%––
Heron Bay Capital Management12,059$3.72M2.21%––
Ameritas Investment Partners, Inc.11,753$3.66M0.14%––
Zurcher Kantonalbank (Zurich Cantonalbank)11,737$3.62M0.02%––
First Trust Advisors LP11,582$3.57M0.00%––
Stephens Inc11,529$3.56M0.06%––
Jensen Investment Management Inc11,410$3.52M0.03%––
JLB & Associates Inc11,386$3.51M0.58%––
Bank of Montreal11,280$3.50M0.00%––
M&T Bank Corp11,090$3.42M0.01%––
Arizona State Retirement System10,954$3.38M0.03%––
Lazard Asset Management LLC10,855$3.35M0.00%––
Man Group plc10,739$3.31M0.01%––
Aigen Investment Management, LP10,656$3.29M0.44%––
Susquehanna International Group, LLP10,348$3.19M0.00%––
Sepio Capital, LP10,262$3.17M0.30%––
Banco Bilbao Vizcaya Argentaria, S.A.10,241$3.16M0.06%––
Louisiana State Employees Retirement System9,900$3.06M0.08%––
Daiwa Securities Group Inc.9,698$2.99M0.02%––
Taylor Frigon Capital Management LLC9,505$2.93M0.90%––
Commonwealth Equity Services, LLC9,334$2.88M0.01%––
Burney Co9,233$2.85M0.14%––
Metropolitan Life Insurance Co9,113$2.81M0.04%––
Institutional & Family Asset Management, LLC8,989$2.77M0.54%––
Somerset Trust Co8,949$2.76M1.19%––
Capital Insight Partners, LLC8,781$2.71M0.66%––
Skandinaviska Enskilda Banken AB (publ)8,755$2.70M0.02%––
Eukles Asset Management8,730$2.69M1.74%––
Great Lakes Advisors, LLC8,598$2.65M0.04%––
Marks Group Wealth Management, Inc8,487$2.63M0.39%––
AQR Capital Management LLC8,413$2.60M0.00%––
Evoke Wealth, LLC8,379$2.59M0.12%––
Sciencast Management LP8,360$2.58M0.51%––
Gulf International Bank (UK) Ltd8,195$2.53M0.03%––
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.8,172$2.52M0.02%––
Coastline Trust Co8,155$2.52M0.32%––
Azzad Asset Management Inc8,137$2.51M0.42%––
Coastal Bridge Advisors, LLC8,021$2.48M0.45%––
Wolf Group Capital Advisors7,876$2.43M1.40%––
Xponance, Inc.7,826$2.42M0.05%––