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, Q3 2021
Institutional positions in Factset Research Systems Inc as of Sep 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
- 621
- +38 vs. Q2 2021
- Shares held
- 33.1M
- +155.6K (+0.5%) vs. Q2 2021
- Total value
- $13.1B
- +$2.01B (+18.2%) vs. Q2 2021
- New holders
- 73
- 201 more added
- Sold out
- 35
- 202 more reduced
12 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Factset Research Systems Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Jane Street Group, LLC | 6,182 | $2.44M | 0.01% | −2,652−30.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,241 | $2.46M | 0.05% | −63−1.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,302 | $2.49M | 0.17% | +248+4.1% | Added |
| C Partners Holding GmbH | 6,352 | $2.51M | 0.51% | −156−2.4% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 6,375 | $2.52M | 0.01% | −2,298−26.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 6,600 | $2.60M | 0.39% | −350−5.0% | Reduced |
| Whittier Trust Co | 6,676 | $2.63M | 0.05% | +257+4.0% | Added |
| Standard Life Aberdeen plc | 6,711 | $2.65M | 0.01% | +3,272+95.1% | Added |
| Susquehanna International Group, LLP | 6,781 | $2.68M | 0.00% | +19+0.3% | Added |
| Storebrand Asset Management AS | 6,794 | $2.68M | 0.01% | +242+3.7% | Added |
| Birch Capital Management, LLC | 6,795 | $2.68M | 1.82% | 00.0% | Unchanged |
| Utah Retirement Systems | 6,868 | $2.71M | 0.04% | −400−5.5% | Reduced |
| British Columbia Investment Management Corp | 6,997 | $2.76M | 0.02% | −37−0.5% | Reduced |
| Macquarie Group Ltd | 7,017 | $2.77M | 0.00% | −310−4.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 7,070 | $2.79M | 0.33% | +6,360+895.8% | Added |
| Federated Hermes, Inc. | 7,269 | $2.87M | 0.01% | −231−3.1% | Reduced |
| Cascadia Advisory Services, LLC | 7,344 | $2.90M | 0.59% | −252−3.3% | Reduced |
| Brown Advisory Inc | 7,522 | $2.97M | 0.00% | +772+11.4% | Added |
| Xponance, Inc. | 7,644 | $3.02M | 0.06% | −169−2.2% | Reduced |
| DuPont Capital Management Corp | 7,684 | $3.03M | 0.10% | +40+0.5% | Added |
| Coastline Trust Co | 7,745 | $3.06M | 0.38% | 00.0% | Unchanged |
| Wolf Group Capital Advisors | 7,815 | $3.08M | 1.68% | −107−1.4% | Reduced |
| New Mexico Educational Retirement Board | 7,900 | $3.12M | 0.11% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 7,992 | $3.16M | 0.02% | +647+8.8% | Added |
| Coastal Bridge Advisors, LLC | 8,021 | $3.17M | 0.73% | 00.0% | Unchanged |
| APG Asset Management N.V. | 9,356 | $3.19M | 0.01% | +4,753+103.3% | Added |
| Gulf International Bank (UK) Ltd | 8,145 | $3.21M | 0.04% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 8,260 | $3.26M | 0.05% | −301−3.5% | Reduced |
| Evoke Wealth, LLC | 8,338 | $3.29M | 0.12% | −126−1.5% | Reduced |
| USS Investment Management Ltd | 8,388 | $3.31M | 0.03% | +8,388 | New |
| Metropolitan Life Insurance Co | 8,441 | $3.33M | 0.05% | −299−3.4% | Reduced |
| TownSquare Capital, LLC | 8,465 | $3.34M | 0.10% | +1,291+18.0% | Added |
| Azzad Asset Management Inc | 8,479 | $3.35M | 0.49% | +154+1.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,506 | $3.36M | 0.02% | −670−7.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 8,697 | $3.43M | 0.02% | −190−2.1% | Reduced |
| Nissay Asset Management Corp | 8,762 | $3.46M | 0.03% | +4,589+110.0% | Added |
| Marks Group Wealth Management, Inc | 8,942 | $3.54M | 0.48% | +168+1.9% | Added |
| Somerset Trust Co | 9,000 | $3.55M | 1.45% | +28+0.3% | Added |
| Eukles Asset Management | 9,248 | $3.65M | 2.00% | +347+3.9% | Added |
| Commonwealth Equity Services, LLC | 9,328 | $3.68M | 0.01% | −443−4.5% | Reduced |
| Louisiana State Employees Retirement System | 9,600 | $3.79M | 0.09% | −200−2.0% | Reduced |
| Capital Insight Partners, LLC | 9,688 | $3.83M | 0.83% | +375+4.0% | Added |
| Sepio Capital, LP | 9,836 | $3.88M | 0.33% | −166−1.7% | Reduced |
| HRT Financial LP | 10,002 | $3.95M | 0.02% | +2,356+30.8% | Added |
| State of Michigan Retirement System | 10,525 | $4.16M | 0.02% | −100−0.9% | Reduced |
| TCW Group Inc | 10,551 | $4.17M | 0.04% | +10,551 | New |
| Arizona State Retirement System | 10,623 | $4.19M | 0.03% | −112−1.0% | Reduced |
| Prospera Financial Services Inc | 10,833 | $4.28M | 0.21% | +4,176+62.7% | Added |
| Institutional & Family Asset Management, LLC | 10,908 | $4.31M | 0.69% | −1,035−8.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 11,100 | $4.38M | 0.05% | −8,232−42.6% | Reduced |
| Ameritas Investment Partners, Inc. | 11,343 | $4.48M | 0.16% | −223−1.9% | Reduced |
| M&T Bank Corp | 11,364 | $4.49M | 0.02% | +333+3.0% | Added |
| JLB & Associates Inc | 11,424 | $4.51M | 0.72% | +21+0.2% | Added |
| BBVA USA | 11,550 | $4.56M | 0.27% | −643−5.3% | Reduced |
| Lazard Asset Management LLC | 11,606 | $4.58M | 0.01% | +722+6.6% | Added |
| State of Tennessee, Treasury Department | 11,609 | $4.58M | 0.02% | +4,131+55.2% | Added |
| Marshall Wace North America L.P. | 11,649 | $4.60M | 0.02% | +11,649 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 11,811 | $4.66M | 0.07% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 11,984 | $4.73M | 0.01% | +322+2.8% | Added |
| Hendershot Investments Inc. | 12,433 | $4.91M | 0.93% | −175−1.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,481 | $4.93M | 0.06% | −129−1.0% | Reduced |
| KBC Group NV | 12,482 | $4.93M | 0.02% | −15,960−56.1% | Reduced |
| Prana Capital Management, LP | 12,914 | $5.10M | 0.45% | −5,769−30.9% | Reduced |
| Stephens Inc | 13,227 | $5.22M | 0.08% | +373+2.9% | Added |
| Nisa Investment Advisors, LLC | 13,500 | $5.33M | 0.03% | +30+0.2% | Added |
| Treasurer of the State of North Carolina | 13,654 | $5.39M | 0.03% | +459+3.5% | Added |
| Heron Bay Capital Management | 13,896 | $5.49M | 2.83% | +701+5.3% | Added |
| US Bancorp | 14,249 | $5.63M | 0.01% | −180−1.2% | Reduced |
| Banco Santander, S.A. | 14,460 | $5.71M | 0.03% | −2,850−16.5% | Reduced |
| Daiwa Securities Group Inc. | 14,648 | $5.78M | 0.04% | +1,824+14.2% | Added |
| State of Alaska, Department of Revenue | 14,705 | $5.80M | 0.06% | −476−3.1% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 15,006 | $5.92M | 0.05% | −1,394−8.5% | Reduced |
| AMP Capital Investors Ltd | 15,042 | $5.94M | 0.03% | −2,255−13.0% | Reduced |
| Voya Investment Management LLC | 15,140 | $5.98M | 0.01% | −339−2.2% | Reduced |
| Gateway Investment Advisers LLC | 15,649 | $6.18M | 0.06% | −12−0.1% | Reduced |
| First Trust Advisors LP | 15,842 | $6.25M | 0.01% | +1,908+13.7% | Added |
| Asset Management One Co.,Ltd. | 15,896 | $6.28M | 0.02% | +64+0.4% | Added |
| Aviva PLC | 16,005 | $6.32M | 0.03% | +2,602+19.4% | Added |
| Mattern Capital Management, LLC | 16,049 | $6.34M | 1.25% | +428+2.7% | Added |
| Commerce Bank | 16,228 | $6.41M | 0.05% | −1,616−9.1% | Reduced |
| Fisher Asset Management, LLC | 16,403 | $6.48M | 0.00% | +6,943+73.4% | Added |
| Regions Financial Corp | 16,507 | $6.52M | 0.06% | +598+3.8% | Added |
| Pictet Asset Management SA | 16,639 | $6.57M | 0.01% | +16,639 | New |
| Oregon Public Employees Retirement Fund | 17,651 | $6.97M | 0.08% | −534−2.9% | Reduced |
| Advisor Group Holdings, Inc. | 17,734 | $7.00M | 0.01% | −148−0.8% | Reduced |
| MetLife Investment Management | 18,150 | $7.17M | 0.06% | −764−4.0% | Reduced |
| State of Wisconsin Investment Board | 18,177 | $7.18M | 0.01% | −505−2.7% | Reduced |
| Rafferty Asset Management, LLC | 18,209 | $7.19M | 0.05% | −3,266−15.2% | Reduced |
| AXA S.A. | 18,757 | $7.41M | 0.02% | 00.0% | Unchanged |
| Atria Investments LLC | 19,010 | $7.50M | 0.14% | −1,198−5.9% | Reduced |
| Jensen Investment Management Inc | 19,310 | $7.62M | 0.06% | +3,350+21.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 19,328 | $7.63M | 0.03% | −185−0.9% | Reduced |
| Cullinan Associates Inc | 19,345 | $7.64M | 0.42% | −710−3.5% | Reduced |
| Franklin Resources Inc | 20,263 | $8.00M | 0.00% | −1,839−8.3% | Reduced |
| State of New Jersey Common Pension Fund D | 20,900 | $8.25M | 0.03% | −315−1.5% | Reduced |
| Lord, Abbett & Co. LLC | 21,010 | $8.29M | 0.02% | +21,010 | New |
| Comerica Bank | 19,360 | $8.34M | 0.05% | −3,648−15.9% | Reduced |
| JGP Wealth Management, LLC | 21,167 | $8.36M | 1.81% | +1,823+9.4% | Added |
| Cypress Capital, LLC | 21,216 | $8.38M | 1.06% | +21,216 | New |
| Andra AP-fonden | 21,700 | $8.57M | 0.18% | +2,800+14.8% | Added |