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
Qube Research & Technologies Ltd	7,748	$2.39M	0.04%	–	–
Nomura Asset Management Co Ltd	7,665	$2.37M	0.02%	–	–
Federated Hermes, Inc.	7,541	$2.33M	0.00%	–	–
State of Tennessee, Treasury Department	7,478	$2.31M	0.01%	–	–
Tower Research Capital LLC (TRC)	7,465	$2.30M	0.04%	–	–
Penobscot Investment Management Company, Inc.	7,450	$2.30M	0.36%	–	–
SG Americas Securities, LLC	7,352	$2.27M	0.01%	–	–
Amalgamated Bank	7,202	$2.22M	0.08%	–	–
Holocene Advisors, LP	7,171	$2.21M	0.01%	–	–
D. E. Shaw & Co., Inc.	7,166	$2.21M	0.00%	–	–
Utah Retirement Systems	7,110	$2.19M	0.03%	–	–
Handelsbanken Fonder AB	6,951	$2.15M	0.01%	–	–
Birch Capital Management, LLC	6,795	$2.10M	1.54%	–	–
Brown Advisory Inc	6,743	$2.08M	0.00%	–	–
Dividend Assets Capital, LLC	6,719	$2.07M	0.39%	–	–
Jane Street Group, LLC	6,713	$2.07M	0.01%	–	–
New Mexico Educational Retirement Board	6,700	$2.07M	0.08%	–	–
Cascadia Advisory Services, LLC	6,688	$2.06M	0.46%	–	–
Prospera Financial Services Inc	6,567	$2.03M	0.12%	–	–
C Partners Holding GmbH	6,508	$2.01M	0.49%	–	–
Northwestern Mutual Investment Management Company, LLC	6,335	$1.96M	0.03%	–	–
First Republic Investment Management, Inc.	6,243	$1.93M	0.01%	–	–
British Columbia Investment Management Corp	6,232	$1.92M	0.01%	–	–
Storebrand Asset Management AS	6,200	$1.91M	0.01%	–	–
Prudential Financial Inc	6,166	$1.90M	0.00%	–	–
Stonnington Group, LLC	5,760	$1.88M	0.46%	–	–
First Personal Financial Services	6,092	$1.88M	0.51%	–	–
Provident Investment Management, Inc.	6,077	$1.88M	0.21%	–	–
Fortis Capital Management LLC	6,053	$1.87M	1.08%	–	–
Whittier Trust Co	6,029	$1.86M	0.04%	–	–
Bokf, NA	6,016	$1.86M	0.03%	–	–
Bright Rock Capital Management, LLC	6,000	$1.85M	0.47%	–	–
TownSquare Capital, LLC	5,975	$1.84M	0.07%	–	–
Occudo Quantitative Strategies LP	5,959	$1.84M	0.40%	–	–
TD Asset Management Inc	5,679	$1.75M	0.00%	–	–
APG Asset Management N.V.	6,603	$1.73M	0.00%	–	–
DuPont Capital Management Corp	5,549	$1.71M	0.04%	–	–
Vestmark Advisory Solutions, Inc.	5,490	$1.69M	0.15%	–	–
NN Investment Partners Holdings N.V.	5,444	$1.68M	0.01%	–	–
Teachers Retirement System of the State of Kentucky	5,429	$1.68M	0.02%	–	–
Steward Partners Investment Advisory, LLC	5,231	$1.61M	0.03%	–	–
Formidable Asset Management, LLC	5,076	$1.61M	0.35%	–	–
Advisors Asset Management, Inc.	5,205	$1.61M	0.02%	–	–
Hussman Strategic Advisors, Inc.	5,150	$1.59M	0.33%	–	–
Toronto Dominion Bank	5,134	$1.58M	0.00%	–	–
Kensington Investment Counsel, LLC	5,131	$1.58M	1.19%	–	–
Federation des caisses Desjardins du Quebec	5,106	$1.58M	0.02%	–	–
Connor, Clark & Lunn Investment Management Ltd.	4,997	$1.54M	0.01%	–	–
Richard Bernstein Advisors LLC	4,954	$1.53M	0.03%	–	–
Loring Wolcott & Coolidge Fiduciary Advisors LLP	4,867	$1.50M	0.02%	–	–
Public Employees Retirement Association of Colorado	4,844	$1.50M	0.01%	–	–
Los Angeles Capital Management LLC	4,785	$1.48M	0.01%	–	–
Logan Capital Management Inc	4,599	$1.42M	0.07%	–	–
NewEdge Wealth, LLC	4,562	$1.41M	0.14%	–	–
Westwood Holdings Group Inc.	4,466	$1.38M	0.01%	–	–
Eads & Heald Wealth Management	4,398	$1.36M	0.70%	–	–
HighTower Advisors, LLC	4,304	$1.33M	0.00%	–	–
Fisher Asset Management, LLC	4,296	$1.33M	0.00%	–	–
Nissay Asset Management Corp	4,286	$1.32M	0.01%	–	–
Blueshift Asset Management, LLC	4,285	$1.32M	0.14%	–	–
Duality Advisers, LP	4,285	$1.32M	0.11%	–	–
Pacer Advisors, Inc.	4,252	$1.31M	0.02%	–	–
Venturi Wealth Management, LLC	4,249	$1.31M	0.13%	–	–
Origin Asset Management LLP	4,200	$1.30M	0.13%	–	–
Crossmark Global Holdings, Inc.	4,118	$1.27M	0.03%	–	–
CIBC World Markets Corp	4,078	$1.26M	0.01%	–	–
Cordatus Wealth Management LLC	4,058	$1.25M	0.48%	–	–
Standard Life Aberdeen plc	4,040	$1.25M	0.00%	–	–
Point72 Hong Kong Ltd	4,020	$1.24M	0.10%	–	–
IFM Investors Pty Ltd	4,007	$1.24M	0.03%	–	–
Level Four Advisory Services, LLC	3,980	$1.23M	0.10%	–	–
Engineers Gate Manager LP	3,970	$1.23M	0.06%	–	–
Guggenheim Capital LLC	3,919	$1.21M	0.01%	–	–
SRN Advisors, LLC	3,904	$1.20M	0.43%	–	–
Advisory Services Network, LLC	3,868	$1.19M	0.04%	–	–
Capital Investment Services of America, Inc.	3,860	$1.19M	0.12%	–	–
ICW Investment Advisors LLC	3,814	$1.18M	0.81%	–	–
Farr Miller & Washington LLC	3,771	$1.16M	0.08%	–	–
DekaBank Deutsche Girozentrale	3,620	$1.12M	0.00%	–	–
Securian Asset Management, Inc	3,590	$1.11M	0.02%	–	–
PFG Advisors	3,559	$1.10M	0.14%	–	–
ExodusPoint Capital Management, LP	3,525	$1.09M	0.02%	–	–
Achmea Investment Management B.V.	3,522	$1.09M	0.04%	–	–
Shell Asset Management Co	3,496	$1.08M	0.02%	–	–
Van Eck Associates Corp	3,494	$1.08M	0.00%	–	–
Macquarie Group Ltd	3,401	$1.05M	0.00%	–	–
Marshall Financial Group LLC	3,320	$1.02M	0.61%	–	–
Virtu Financial LLC	3,277	$1.01M	0.07%	–	–
Illinois Municipal Retirement Fund	3,250	$1.00M	0.04%	–	–
Quadrature Capital Ltd	3,241	$1.00M	0.05%	–	–
Nomura Holdings Inc	3,200	$990.0K	0.01%	–	–
AE Wealth Management LLC	3,193	$985.0K	0.01%	–	–
Squarepoint Ops LLC	3,172	$979.0K	0.01%	–	–
AlphaCrest Capital Management LLC	3,160	$975.0K	0.05%	–	–
HRT Financial LP	3,112	$960.0K	0.01%	–	–
Westpac Banking Corp	3,081	$950.8K	0.01%	–	–
Baker Tilly Wealth Management, LLC	3,039	$938.0K	0.19%	–	–
AdvisorShares Investments LLC	3,016	$931.0K	0.12%	–	–
Doyle Wealth Management	3,017	$931.0K	0.09%	–	–
First Financial Bank - Trust Division	3,013	$929.0K	0.10%	–	–