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 |
|---|---|---|---|---|---|
| Willis Investment Counsel | 22,100 | $8.72M | 0.50% | +700+3.3% | Added |
| SEI Investments Co | 22,042 | $8.79M | 0.02% | +830+3.9% | Added |
| Public Employees Retirement System of Ohio | 22,307 | $8.81M | 0.03% | −680−3.0% | Reduced |
| Russell Investments Group, Ltd. | 22,383 | $8.83M | 0.01% | +385+1.8% | Added |
| Janney Montgomery Scott LLC | 22,960 | $9.06M | 0.04% | +1,043+4.8% | Added |
| Korea Investment CORP | 23,200 | $9.16M | 0.03% | −4,400−15.9% | Reduced |
| Papp L Roy & Associates | 23,327 | $9.21M | 1.17% | −620−2.6% | Reduced |
| Core Alternative Capital | 24,429 | $9.64M | 2.05% | +2,233+10.1% | Added |
| LPL Financial LLC | 24,724 | $9.76M | 0.01% | +4,234+20.7% | Added |
| Norges Bank | 25,624 | $10.1M | 0.00% | −23,101−47.4% | Reduced |
| BNP Paribas Arbitrage, SA | 26,200 | $10.3M | 0.02% | −13,263−33.6% | Reduced |
| Man Group plc | 26,663 | $10.5M | 0.04% | +7,702+40.6% | Added |
| Amalgamated Bank | 26,961 | $10.6M | 0.09% | −2,877−9.6% | Reduced |
| Teacher Retirement System of Texas | 27,110 | $10.7M | 0.06% | −1,740−6.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 27,252 | $10.8M | 0.20% | −3,579−11.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 27,378 | $10.8M | 0.02% | −279−1.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 27,528 | $10.9M | 0.03% | +1,832+7.1% | Added |
| Texas Permanent School Fund | 27,947 | $11.0M | 0.14% | −261−0.9% | Reduced |
| Mn Services Vermogensbeheer B.V. | 28,100 | $11.1M | 0.07% | +300+1.1% | Added |
| Thrivent Financial for Lutherans | 28,873 | $11.4M | 0.02% | −28,875−50.0% | Reduced |
| Marshall Wace, LLP | 28,951 | $11.4M | 0.06% | −18,223−38.6% | Reduced |
| The PNC Financial Services Group, Inc. | 29,787 | $11.8M | 0.01% | −219−0.7% | Reduced |
| Great West Life Assurance Co | 29,579 | $11.8M | 0.03% | −1,463−4.7% | Reduced |
| Point72 Asset Management, L.P. | 30,704 | $12.1M | 0.06% | +30,704 | New |
| AQR Capital Management LLC | 30,792 | $12.2M | 0.02% | +833+2.8% | Added |
| Bank of Nova Scotia | 32,145 | $12.7M | 0.02% | +32,145 | New |
| Bath Savings Trust Co | 32,737 | $12.9M | 1.49% | +55+0.2% | Added |
| 2Xideas AG | 33,112 | $13.1M | 0.99% | +3,282+11.0% | Added |
| Mutual of America Capital Management LLC | 33,317 | $13.2M | 0.13% | +109+0.3% | Added |
| Wendell David Associates Inc | 33,932 | $13.4M | 1.49% | −200−0.6% | Reduced |
| Citigroup Inc | 38,390 | $15.2M | 0.02% | +954+2.5% | Added |
| UBS Group AG | 38,499 | $15.2M | 0.01% | +4,551+13.4% | Added |
| Dock Street Asset Management Inc | 39,988 | $15.8M | 2.95% | −2,343−5.5% | Reduced |
| Cubist Systematic Strategies, LLC | 41,633 | $16.4M | 0.21% | +22,879+122.0% | Added |
| Ensign Peak Advisors, Inc | 42,166 | $16.6M | 0.03% | −4,014−8.7% | Reduced |
| Stifel Financial Corp | 42,358 | $16.7M | 0.02% | +6,004+16.5% | Added |
| New York State Teachers Retirement System | 42,767 | $16.9M | 0.04% | −987−2.3% | Reduced |
| Envestnet Asset Management Inc | 42,864 | $16.9M | 0.01% | +2,520+6.2% | Added |
| Truist Financial Corp | 43,520 | $17.2M | 0.03% | −604−1.4% | Reduced |
| Manufacturers Life Insurance Company, The | 43,895 | $17.3M | 0.01% | +1,974+4.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 45,384 | $17.9M | 0.04% | −2,543−5.3% | Reduced |
| FMR LLC | 46,063 | $18.2M | 0.00% | +2,688+6.2% | Added |
| Saybrook Capital | 47,137 | $18.6M | 5.15% | −112−0.2% | Reduced |
| State Board of Administration of Florida Retirement System | 48,764 | $19.3M | 0.04% | −1,800−3.6% | Reduced |
| PGGM Investments | 49,627 | $19.6M | 0.10% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 53,000 | $20.9M | 0.21% | +1,200+2.3% | Added |
| Dundas Partners LLP | 53,579 | $21.2M | 2.98% | +16,638+45.0% | Added |
| Credit Suisse AG | 61,729 | $24.4M | 0.02% | −1,043−1.7% | Reduced |
| ProShare Advisors LLC | 61,934 | $24.4M | 0.07% | +1,009+1.7% | Added |
| Alliancebernstein L.P. | 62,545 | $24.7M | 0.01% | −2,068−3.2% | Reduced |
| New York State Common Retirement Fund | 62,600 | $24.7M | 0.03% | −1,600−2.5% | Reduced |
| Royal London Asset Management Ltd | 63,136 | $24.9M | 0.10% | +1,971+3.2% | Added |
| Retirement Systems of Alabama | 63,818 | $25.2M | 0.09% | −2,895−4.3% | Reduced |
| Candlestick Capital Management LP | 65,000 | $25.7M | 0.68% | +65,000 | New |
| American International Group, Inc. | 65,345 | $25.8M | 0.14% | −2,181−3.2% | Reduced |
| California State Teachers Retirement System | 65,441 | $25.8M | 0.03% | −1,775−2.6% | Reduced |
| Bank of Montreal | 65,847 | $26.1M | 0.01% | +46,553+241.3% | Added |
| Amundi | 67,196 | $26.5M | 0.02% | +9,828+17.1% | Added |
| Barclays PLC | 67,334 | $26.6M | 0.02% | −3,836−5.4% | Reduced |
| Royal Bank of Canada | 68,082 | $26.9M | 0.01% | +495+0.7% | Added |
| HighTower Advisors, LLC | 72,677 | $28.7M | 0.08% | +68,857+1,802.5% | Added |
| Victory Capital Management Inc | 72,804 | $28.7M | 0.03% | +13,236+22.2% | Added |
| Copeland Capital Management, LLC | 74,561 | $29.4M | 0.84% | +9,121+13.9% | Added |
| Deutsche Bank AG | 75,203 | $29.7M | 0.01% | +6,877+10.1% | Added |
| HSBC Holdings PLC | 77,142 | $30.5M | 0.03% | −5,771−7.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 77,337 | $30.5M | 0.04% | −9,300−10.7% | Reduced |
| Earnest Partners LLC | 77,427 | $30.6M | 0.19% | +704+0.9% | Added |
| Caisse de Depot Et Placement du Quebec | 79,631 | $31.4M | 0.07% | +48,111+152.6% | Added |
| California Public Employees Retirement System | 83,965 | $33.1M | 0.02% | −1,409−1.7% | Reduced |
| Two Sigma Investments, LP | 87,096 | $34.4M | 0.09% | −20,963−19.4% | Reduced |
| Swedbank AB | 90,185 | $35.6M | 0.07% | +10,000+12.5% | Added |
| Alyeska Investment Group, L.P. | 93,336 | $36.8M | 0.46% | +93,336 | New |
| Janus Henderson Group PLC | 94,346 | $37.2M | 0.02% | −54,816−36.7% | Reduced |
| Wellington Management Group LLP | 99,603 | $39.3M | 0.01% | −14,779−12.9% | Reduced |
| Eaton Vance Management | 100,697 | $39.6M | 0.06% | +62+0.1% | Added |
| Rhumbline Advisers | 101,026 | $39.9M | 0.05% | −1,149−1.1% | Reduced |
| Rockefeller Capital Management L.P. | 105,790 | $41.8M | 0.22% | +952+0.9% | Added |
| Price T Rowe Associates Inc | 114,465 | $45.2M | 0.00% | +1,184+1.0% | Added |
| Schroder Investment Management Group | 115,756 | $45.7M | 0.07% | −71,662−38.2% | Reduced |
| Nordea Investment Management AB | 115,505 | $46.0M | 0.06% | +1,961+1.7% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 116,720 | $46.1M | 0.58% | 00.0% | Unchanged |
| Ninety One North America, Inc. | 117,341 | $46.3M | 2.14% | +13,023+12.5% | Added |
| Two Sigma Advisers, LP | 117,600 | $46.4M | 0.12% | −15,400−11.6% | Reduced |
| Invesco Ltd. | 118,255 | $46.7M | 0.01% | +7,997+7.3% | Added |
| Parametric Portfolio Associates LLC | 130,562 | $51.5M | 0.03% | +8,240+6.7% | Added |
| Raymond James & Associates | 135,280 | $53.4M | 0.05% | +610.0% | Added |
| Principal Financial Group Inc | 140,099 | $55.3M | 0.04% | +4,885+3.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 143,316 | $56.6M | 0.04% | −7,302−4.8% | Reduced |
| Everett Harris & Co | 149,070 | $58.9M | 0.93% | +50.0% | Added |
| Goldman Sachs Group Inc | 161,783 | $63.9M | 0.02% | +12,541+8.4% | Added |
| AustralianSuper Pty Ltd | 161,982 | $63.9M | 0.41% | +35,788+28.4% | Added |
| Holocene Advisors, LP | 173,106 | $68.3M | 0.39% | +165,559+2,193.7% | Added |
| Tandem Investment Advisors, Inc. | 176,319 | $69.6M | 5.70% | −462−0.3% | Reduced |
| Nuveen Asset Management, LLC | 177,236 | $70.0M | 0.02% | −39,821−18.3% | Reduced |
| JPMorgan Chase & Co | 185,756 | $73.3M | 0.01% | −21,878−10.5% | Reduced |
| UBS Asset Management Americas Inc | 201,972 | $79.7M | 0.03% | −2,509−1.2% | Reduced |
| Natixis Advisors, L.P. | 205,778 | $81.2M | 0.33% | +98,745+92.3% | Added |
| Charles Schwab Investment Management Inc | 230,343 | $90.9M | 0.03% | +10,891+5.0% | Added |
| Boston Trust Walden Corp | 231,152 | $91.3M | 0.81% | −1,419−0.6% | Reduced |
| Ameriprise Financial Inc | 237,790 | $93.9M | 0.03% | −18,643−7.3% | Reduced |