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 |
|---|---|---|---|---|---|
| Marshall Wace, LLP | 28,951 | $11.4M | 0.06% | −18,223−38.6% | Reduced |
| Thrivent Financial for Lutherans | 28,873 | $11.4M | 0.02% | −28,875−50.0% | Reduced |
| Mn Services Vermogensbeheer B.V. | 28,100 | $11.1M | 0.07% | +300+1.1% | Added |
| Texas Permanent School Fund | 27,947 | $11.0M | 0.14% | −261−0.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 27,528 | $10.9M | 0.03% | +1,832+7.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 27,378 | $10.8M | 0.02% | −279−1.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 27,252 | $10.8M | 0.20% | −3,579−11.6% | Reduced |
| Teacher Retirement System of Texas | 27,110 | $10.7M | 0.06% | −1,740−6.0% | Reduced |
| Amalgamated Bank | 26,961 | $10.6M | 0.09% | −2,877−9.6% | Reduced |
| Man Group plc | 26,663 | $10.5M | 0.04% | +7,702+40.6% | Added |
| BNP Paribas Arbitrage, SA | 26,200 | $10.3M | 0.02% | −13,263−33.6% | Reduced |
| Norges Bank | 25,624 | $10.1M | 0.00% | −23,101−47.4% | Reduced |
| LPL Financial LLC | 24,724 | $9.76M | 0.01% | +4,234+20.7% | Added |
| Core Alternative Capital | 24,429 | $9.64M | 2.05% | +2,233+10.1% | Added |
| Papp L Roy & Associates | 23,327 | $9.21M | 1.17% | −620−2.6% | Reduced |
| Korea Investment CORP | 23,200 | $9.16M | 0.03% | −4,400−15.9% | Reduced |
| Janney Montgomery Scott LLC | 22,960 | $9.06M | 0.04% | +1,043+4.8% | Added |
| Russell Investments Group, Ltd. | 22,383 | $8.83M | 0.01% | +385+1.8% | Added |
| Public Employees Retirement System of Ohio | 22,307 | $8.81M | 0.03% | −680−3.0% | Reduced |
| SEI Investments Co | 22,042 | $8.79M | 0.02% | +830+3.9% | Added |
| Willis Investment Counsel | 22,100 | $8.72M | 0.50% | +700+3.3% | Added |
| Andra AP-fonden | 21,700 | $8.57M | 0.18% | +2,800+14.8% | Added |
| Cypress Capital, LLC | 21,216 | $8.38M | 1.06% | +21,216 | New |
| JGP Wealth Management, LLC | 21,167 | $8.36M | 1.81% | +1,823+9.4% | Added |
| Comerica Bank | 19,360 | $8.34M | 0.05% | −3,648−15.9% | Reduced |
| Lord, Abbett & Co. LLC | 21,010 | $8.29M | 0.02% | +21,010 | New |
| State of New Jersey Common Pension Fund D | 20,900 | $8.25M | 0.03% | −315−1.5% | Reduced |
| Franklin Resources Inc | 20,263 | $8.00M | 0.00% | −1,839−8.3% | Reduced |
| Cullinan Associates Inc | 19,345 | $7.64M | 0.42% | −710−3.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 19,328 | $7.63M | 0.03% | −185−0.9% | Reduced |
| Jensen Investment Management Inc | 19,310 | $7.62M | 0.06% | +3,350+21.0% | Added |
| Atria Investments LLC | 19,010 | $7.50M | 0.14% | −1,198−5.9% | Reduced |
| AXA S.A. | 18,757 | $7.41M | 0.02% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 18,209 | $7.19M | 0.05% | −3,266−15.2% | Reduced |
| State of Wisconsin Investment Board | 18,177 | $7.18M | 0.01% | −505−2.7% | Reduced |
| MetLife Investment Management | 18,150 | $7.17M | 0.06% | −764−4.0% | Reduced |
| Advisor Group Holdings, Inc. | 17,734 | $7.00M | 0.01% | −148−0.8% | Reduced |
| Oregon Public Employees Retirement Fund | 17,651 | $6.97M | 0.08% | −534−2.9% | Reduced |
| Pictet Asset Management SA | 16,639 | $6.57M | 0.01% | +16,639 | New |
| Regions Financial Corp | 16,507 | $6.52M | 0.06% | +598+3.8% | Added |
| Fisher Asset Management, LLC | 16,403 | $6.48M | 0.00% | +6,943+73.4% | Added |
| Commerce Bank | 16,228 | $6.41M | 0.05% | −1,616−9.1% | Reduced |
| Mattern Capital Management, LLC | 16,049 | $6.34M | 1.25% | +428+2.7% | Added |
| Aviva PLC | 16,005 | $6.32M | 0.03% | +2,602+19.4% | Added |
| Asset Management One Co.,Ltd. | 15,896 | $6.28M | 0.02% | +64+0.4% | Added |
| First Trust Advisors LP | 15,842 | $6.25M | 0.01% | +1,908+13.7% | Added |
| Gateway Investment Advisers LLC | 15,649 | $6.18M | 0.06% | −12−0.1% | Reduced |
| Voya Investment Management LLC | 15,140 | $5.98M | 0.01% | −339−2.2% | Reduced |
| AMP Capital Investors Ltd | 15,042 | $5.94M | 0.03% | −2,255−13.0% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 15,006 | $5.92M | 0.05% | −1,394−8.5% | Reduced |
| State of Alaska, Department of Revenue | 14,705 | $5.80M | 0.06% | −476−3.1% | Reduced |
| Daiwa Securities Group Inc. | 14,648 | $5.78M | 0.04% | +1,824+14.2% | Added |
| Banco Santander, S.A. | 14,460 | $5.71M | 0.03% | −2,850−16.5% | Reduced |
| US Bancorp | 14,249 | $5.63M | 0.01% | −180−1.2% | Reduced |
| Heron Bay Capital Management | 13,896 | $5.49M | 2.83% | +701+5.3% | Added |
| Treasurer of the State of North Carolina | 13,654 | $5.39M | 0.03% | +459+3.5% | Added |
| Nisa Investment Advisors, LLC | 13,500 | $5.33M | 0.03% | +30+0.2% | Added |
| Stephens Inc | 13,227 | $5.22M | 0.08% | +373+2.9% | Added |
| Prana Capital Management, LP | 12,914 | $5.10M | 0.45% | −5,769−30.9% | Reduced |
| KBC Group NV | 12,482 | $4.93M | 0.02% | −15,960−56.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,481 | $4.93M | 0.06% | −129−1.0% | Reduced |
| Hendershot Investments Inc. | 12,433 | $4.91M | 0.93% | −175−1.4% | Reduced |
| Baird Financial Group, Inc. | 11,984 | $4.73M | 0.01% | +322+2.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 11,811 | $4.66M | 0.07% | 00.0% | Unchanged |
| Marshall Wace North America L.P. | 11,649 | $4.60M | 0.02% | +11,649 | New |
| State of Tennessee, Treasury Department | 11,609 | $4.58M | 0.02% | +4,131+55.2% | Added |
| Lazard Asset Management LLC | 11,606 | $4.58M | 0.01% | +722+6.6% | Added |
| BBVA USA | 11,550 | $4.56M | 0.27% | −643−5.3% | Reduced |
| JLB & Associates Inc | 11,424 | $4.51M | 0.72% | +21+0.2% | Added |
| M&T Bank Corp | 11,364 | $4.49M | 0.02% | +333+3.0% | Added |
| Ameritas Investment Partners, Inc. | 11,343 | $4.48M | 0.16% | −223−1.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 11,100 | $4.38M | 0.05% | −8,232−42.6% | Reduced |
| Institutional & Family Asset Management, LLC | 10,908 | $4.31M | 0.69% | −1,035−8.7% | Reduced |
| Prospera Financial Services Inc | 10,833 | $4.28M | 0.21% | +4,176+62.7% | Added |
| Arizona State Retirement System | 10,623 | $4.19M | 0.03% | −112−1.0% | Reduced |
| TCW Group Inc | 10,551 | $4.17M | 0.04% | +10,551 | New |
| State of Michigan Retirement System | 10,525 | $4.16M | 0.02% | −100−0.9% | Reduced |
| HRT Financial LP | 10,002 | $3.95M | 0.02% | +2,356+30.8% | Added |
| Sepio Capital, LP | 9,836 | $3.88M | 0.33% | −166−1.7% | Reduced |
| Capital Insight Partners, LLC | 9,688 | $3.83M | 0.83% | +375+4.0% | Added |
| Louisiana State Employees Retirement System | 9,600 | $3.79M | 0.09% | −200−2.0% | Reduced |
| Commonwealth Equity Services, LLC | 9,328 | $3.68M | 0.01% | −443−4.5% | Reduced |
| Eukles Asset Management | 9,248 | $3.65M | 2.00% | +347+3.9% | Added |
| Somerset Trust Co | 9,000 | $3.55M | 1.45% | +28+0.3% | Added |
| Marks Group Wealth Management, Inc | 8,942 | $3.54M | 0.48% | +168+1.9% | Added |
| Nissay Asset Management Corp | 8,762 | $3.46M | 0.03% | +4,589+110.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 8,697 | $3.43M | 0.02% | −190−2.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,506 | $3.36M | 0.02% | −670−7.3% | Reduced |
| Azzad Asset Management Inc | 8,479 | $3.35M | 0.49% | +154+1.8% | Added |
| TownSquare Capital, LLC | 8,465 | $3.34M | 0.10% | +1,291+18.0% | Added |
| Metropolitan Life Insurance Co | 8,441 | $3.33M | 0.05% | −299−3.4% | Reduced |
| USS Investment Management Ltd | 8,388 | $3.31M | 0.03% | +8,388 | New |
| Evoke Wealth, LLC | 8,338 | $3.29M | 0.12% | −126−1.5% | Reduced |
| Great Lakes Advisors, LLC | 8,260 | $3.26M | 0.05% | −301−3.5% | Reduced |
| Gulf International Bank (UK) Ltd | 8,145 | $3.21M | 0.04% | 00.0% | Unchanged |
| APG Asset Management N.V. | 9,356 | $3.19M | 0.01% | +4,753+103.3% | Added |
| Coastal Bridge Advisors, LLC | 8,021 | $3.17M | 0.73% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 7,992 | $3.16M | 0.02% | +647+8.8% | Added |
| New Mexico Educational Retirement Board | 7,900 | $3.12M | 0.11% | 00.0% | Unchanged |
| Wolf Group Capital Advisors | 7,815 | $3.08M | 1.68% | −107−1.4% | Reduced |