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, Q2 2021
Institutional positions in Factset Research Systems Inc as of Jun 30, 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
- 595
- +22 vs. Q1 2021
- Shares held
- 33.1M
- −312.1K (−0.9%) vs. Q1 2021
- Total value
- $11.1B
- +$794.9M (+7.7%) vs. Q1 2021
- New holders
- 65
- 207 more added
- Sold out
- 43
- 193 more reduced
4 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: 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, Q2 2021
Shares, value and share of portfolio for each institution holding Factset Research Systems Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| AQR Capital Management LLC | 29,959 | $10.1M | 0.02% | +21,546+256.1% | Added |
| Amalgamated Bank | 29,838 | $10.0M | 0.08% | +22,636+314.3% | Added |
| 2Xideas AG | 29,830 | $10.0M | 0.90% | +4,143+16.1% | Added |
| Teacher Retirement System of Texas | 28,850 | $9.68M | 0.05% | −13,253−31.5% | Reduced |
| KBC Group NV | 28,442 | $9.55M | 0.03% | −37,329−56.8% | Reduced |
| Texas Permanent School Fund | 28,208 | $9.47M | 0.11% | −166−0.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 27,657 | $9.28M | 0.02% | −9,365−25.3% | Reduced |
| Korea Investment CORP | 27,600 | $9.26M | 0.03% | +11,900+75.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 25,696 | $8.62M | 0.02% | +379+1.5% | Added |
| Comerica Bank | 23,008 | $8.40M | 0.05% | −1,646−6.7% | Reduced |
| Qube Research & Technologies Ltd | 24,940 | $8.37M | 0.10% | +17,192+221.9% | Added |
| Papp L Roy & Associates | 23,947 | $8.04M | 1.01% | +810+3.5% | Added |
| Mn Services Vermogensbeheer B.V. | 27,800 | $7.87M | 0.06% | +27,800 | New |
| Assenagon Asset Management S.A. | 23,052 | $7.74M | 0.03% | +22,393+3,398.0% | Added |
| Public Employees Retirement System of Ohio | 22,987 | $7.71M | 0.03% | +1,648+7.7% | Added |
| Core Alternative Capital | 22,196 | $7.45M | 1.73% | +3,692+20.0% | Added |
| Franklin Resources Inc | 22,102 | $7.42M | 0.00% | −10,922−33.1% | Reduced |
| Russell Investments Group, Ltd. | 21,998 | $7.38M | 0.01% | −1,476−6.3% | Reduced |
| Janney Montgomery Scott LLC | 21,917 | $7.36M | 0.03% | +1,438+7.0% | Added |
| Rafferty Asset Management, LLC | 21,475 | $7.21M | 0.05% | +2,688+14.3% | Added |
| Willis Investment Counsel | 21,400 | $7.18M | 0.42% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 21,215 | $7.12M | 0.02% | −2,584−10.9% | Reduced |
| SEI Investments Co | 21,212 | $7.07M | 0.02% | +1,987+10.3% | Added |
| LPL Financial LLC | 20,490 | $6.88M | 0.01% | +2,507+13.9% | Added |
| Atria Investments LLC | 20,208 | $6.78M | 0.13% | +1,638+8.8% | Added |
| Cullinan Associates Inc | 20,055 | $6.73M | 0.38% | −1,050−5.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 19,513 | $6.55M | 0.02% | −159−0.8% | Reduced |
| Bank of Montreal | 19,294 | $6.51M | 0.00% | +8,014+71.0% | Added |
| JGP Wealth Management, LLC | 19,344 | $6.49M | 1.40% | +698+3.7% | Added |
| Schonfeld Strategic Advisors LLC | 19,332 | $6.49M | 0.07% | +132+0.7% | Added |
| Man Group plc | 18,961 | $6.36M | 0.02% | +8,222+76.6% | Added |
| MetLife Investment Management | 18,914 | $6.35M | 0.06% | −704−3.6% | Reduced |
| Andra AP-fonden | 18,900 | $6.34M | 0.13% | +4,500+31.3% | Added |
| AXA S.A. | 18,757 | $6.29M | 0.02% | −1,174−5.9% | Reduced |
| Cubist Systematic Strategies, LLC | 18,754 | $6.29M | 0.07% | −13,900−42.6% | Reduced |
| Prana Capital Management, LP | 18,683 | $6.27M | 0.43% | −20,205−52.0% | Reduced |
| State of Wisconsin Investment Board | 18,682 | $6.27M | 0.01% | −533−2.8% | Reduced |
| Oregon Public Employees Retirement Fund | 18,185 | $6.10M | 0.07% | +860+5.0% | Added |
| Advisor Group Holdings, Inc. | 17,882 | $6.00M | 0.01% | +386+2.2% | Added |
| Commerce Bank | 17,844 | $5.99M | 0.04% | +694+4.0% | Added |
| Banco Santander, S.A. | 17,310 | $5.81M | 0.03% | +3,460+25.0% | Added |
| Pictet Asset Management Ltd | 17,305 | $5.81M | 0.01% | +75+0.4% | Added |
| AMP Capital Investors Ltd | 17,297 | $5.81M | 0.03% | +3,200+22.7% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 16,400 | $5.50M | 0.05% | +4,300+35.5% | Added |
| Jensen Investment Management Inc | 15,960 | $5.36M | 0.04% | +4,550+39.9% | Added |
| Regions Financial Corp | 15,909 | $5.34M | 0.05% | +684+4.5% | Added |
| Asset Management One Co.,Ltd. | 15,832 | $5.31M | 0.02% | −1,572−9.0% | Reduced |
| Gateway Investment Advisers LLC | 15,661 | $5.26M | 0.05% | −48−0.3% | Reduced |
| Mattern Capital Management, LLC | 15,621 | $5.24M | 1.04% | +681+4.6% | Added |
| Voya Investment Management LLC | 15,479 | $5.20M | 0.01% | −1,636−9.6% | Reduced |
| State of Alaska, Department of Revenue | 15,181 | $5.09M | 0.05% | −3,102−17.0% | Reduced |
| US Bancorp | 14,429 | $4.84M | 0.01% | −515−3.4% | Reduced |
| SG Americas Securities, LLC | 14,337 | $4.81M | 0.02% | +6,985+95.0% | Added |
| First Trust Advisors LP | 13,934 | $4.68M | 0.01% | +2,352+20.3% | Added |
| Nisa Investment Advisors, LLC | 13,470 | $4.52M | 0.03% | −950−6.6% | Reduced |
| Aviva PLC | 13,403 | $4.50M | 0.02% | +958+7.7% | Added |
| Treasurer of the State of North Carolina | 13,195 | $4.43M | 0.03% | −430−3.2% | Reduced |
| Heron Bay Capital Management | 13,195 | $4.43M | 2.45% | +1,136+9.4% | Added |
| Stephens Inc | 12,854 | $4.31M | 0.06% | +1,325+11.5% | Added |
| Daiwa Securities Group Inc. | 12,824 | $4.30M | 0.03% | +3,126+32.2% | Added |
| Profit Investment Management, LLC | 12,699 | $4.26M | 2.25% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,610 | $4.23M | 0.05% | −60−0.5% | Reduced |
| Hendershot Investments Inc. | 12,608 | $4.23M | 0.92% | −75−0.6% | Reduced |
| BBVA USA | 12,193 | $4.09M | 0.23% | +12,193 | New |
| Institutional & Family Asset Management, LLC | 11,943 | $4.01M | 0.66% | +2,954+32.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 11,811 | $3.96M | 0.07% | +1,570+15.3% | Added |
| Baird Financial Group, Inc. | 11,662 | $3.91M | 0.01% | −451−3.7% | Reduced |
| Ameritas Investment Partners, Inc. | 11,566 | $3.88M | 0.14% | −187−1.6% | Reduced |
| JLB & Associates Inc | 11,403 | $3.83M | 0.60% | +17+0.1% | Added |
| M&T Bank Corp | 11,031 | $3.70M | 0.02% | −59−0.5% | Reduced |
| Edgestream Partners, L.P. | 10,941 | $3.67M | 0.22% | −1,871−14.6% | Reduced |
| Lazard Asset Management LLC | 10,884 | $3.65M | 0.00% | +29+0.3% | Added |
| Arizona State Retirement System | 10,735 | $3.60M | 0.03% | −219−2.0% | Reduced |
| State of Michigan Retirement System | 10,625 | $3.57M | 0.02% | −4,500−29.8% | Reduced |
| Sepio Capital, LP | 10,002 | $3.36M | 0.28% | −260−2.5% | Reduced |
| Louisiana State Employees Retirement System | 9,800 | $3.29M | 0.08% | −100−1.0% | Reduced |
| Commonwealth Equity Services, LLC | 9,771 | $3.28M | 0.01% | +437+4.7% | Added |
| Fisher Asset Management, LLC | 9,460 | $3.17M | 0.00% | +5,164+120.2% | Added |
| Capital Insight Partners, LLC | 9,313 | $3.13M | 0.71% | +532+6.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,176 | $3.08M | 0.02% | −2,561−21.8% | Reduced |
| Somerset Trust Co | 8,972 | $3.01M | 1.23% | +23+0.3% | Added |
| Eukles Asset Management | 8,901 | $2.99M | 1.66% | +171+2.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 8,887 | $2.98M | 0.02% | +715+8.7% | Added |
| Jane Street Group, LLC | 8,834 | $2.96M | 0.01% | +2,121+31.6% | Added |
| Marks Group Wealth Management, Inc | 8,774 | $2.94M | 0.40% | +287+3.4% | Added |
| Metropolitan Life Insurance Co | 8,740 | $2.93M | 0.04% | −373−4.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 8,673 | $2.91M | 0.02% | −82−0.9% | Reduced |
| Great Lakes Advisors, LLC | 8,561 | $2.87M | 0.04% | −37−0.4% | Reduced |
| Evoke Wealth, LLC | 8,464 | $2.84M | 0.11% | +85+1.0% | Added |
| Azzad Asset Management Inc | 8,325 | $2.79M | 0.42% | +188+2.3% | Added |
| Balyasny Asset Management LLC | 8,219 | $2.76M | 0.02% | +8,219 | New |
| Gulf International Bank (UK) Ltd | 8,145 | $2.73M | 0.03% | −50−0.6% | Reduced |
| Coastal Bridge Advisors, LLC | 8,021 | $2.69M | 0.55% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,976 | $2.68M | 0.07% | +511+6.8% | Added |
| Wolf Group Capital Advisors | 7,922 | $2.66M | 1.43% | +46+0.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 7,906 | $2.65M | 0.01% | +5,112+183.0% | Added |
| New Mexico Educational Retirement Board | 7,900 | $2.65M | 0.09% | +1,200+17.9% | Added |
| Xponance, Inc. | 7,813 | $2.62M | 0.05% | −13−0.2% | Reduced |
| Coastline Trust Co | 7,745 | $2.60M | 0.32% | −410−5.0% | Reduced |
| HRT Financial LP | 7,646 | $2.57M | 0.02% | +4,534+145.7% | Added |