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 |
|---|---|---|---|---|---|
| Coastline Trust Co | 7,745 | $3.06M | 0.38% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 7,684 | $3.03M | 0.10% | +40+0.5% | Added |
| Xponance, Inc. | 7,644 | $3.02M | 0.06% | −169−2.2% | Reduced |
| Brown Advisory Inc | 7,522 | $2.97M | 0.00% | +772+11.4% | Added |
| Cascadia Advisory Services, LLC | 7,344 | $2.90M | 0.59% | −252−3.3% | Reduced |
| Federated Hermes, Inc. | 7,269 | $2.87M | 0.01% | −231−3.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 7,070 | $2.79M | 0.33% | +6,360+895.8% | Added |
| Macquarie Group Ltd | 7,017 | $2.77M | 0.00% | −310−4.2% | Reduced |
| British Columbia Investment Management Corp | 6,997 | $2.76M | 0.02% | −37−0.5% | Reduced |
| Utah Retirement Systems | 6,868 | $2.71M | 0.04% | −400−5.5% | Reduced |
| Birch Capital Management, LLC | 6,795 | $2.68M | 1.82% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 6,794 | $2.68M | 0.01% | +242+3.7% | Added |
| Susquehanna International Group, LLP | 6,781 | $2.68M | 0.00% | +19+0.3% | Added |
| Standard Life Aberdeen plc | 6,711 | $2.65M | 0.01% | +3,272+95.1% | Added |
| Whittier Trust Co | 6,676 | $2.63M | 0.05% | +257+4.0% | Added |
| Penobscot Investment Management Company, Inc. | 6,600 | $2.60M | 0.39% | −350−5.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 6,375 | $2.52M | 0.01% | −2,298−26.5% | Reduced |
| C Partners Holding GmbH | 6,352 | $2.51M | 0.51% | −156−2.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,302 | $2.49M | 0.17% | +248+4.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,241 | $2.46M | 0.05% | −63−1.0% | Reduced |
| Jane Street Group, LLC | 6,182 | $2.44M | 0.01% | −2,652−30.0% | Reduced |
| First Personal Financial Services | 6,057 | $2.39M | 0.59% | 00.0% | Unchanged |
| Bright Rock Capital Management, LLC | 6,000 | $2.37M | 0.59% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 5,951 | $2.35M | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 5,883 | $2.32M | 0.04% | +5,883 | New |
| Neuberger Berman Group LLC | 5,857 | $2.25M | 0.00% | +628+12.0% | Added |
| Pacer Advisors, Inc. | 5,581 | $2.20M | 0.03% | +1,359+32.2% | Added |
| Richard Bernstein Advisors LLC | 5,481 | $2.16M | 0.04% | +527+10.6% | Added |
| Steward Partners Investment Advisory, LLC | 5,452 | $2.15M | 0.04% | +256+4.9% | Added |
| Capitolis Advisors LLC | 5,163 | $2.15M | 0.02% | +5,163 | New |
| Teachers Retirement System of the State of Kentucky | 5,429 | $2.14M | 0.02% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 5,385 | $2.13M | 0.58% | +5,385 | New |
| Kesler, Norman & Wride, LLC | 5,214 | $2.06M | 0.48% | −167−3.1% | Reduced |
| Logan Capital Management Inc | 5,205 | $2.06M | 0.10% | +532+11.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 5,145 | $2.03M | 0.01% | −808−13.6% | Reduced |
| NewEdge Wealth, LLC | 5,059 | $2.00M | 0.12% | +37+0.7% | Added |
| Stonnington Group, LLC | 4,971 | $1.99M | 0.45% | −20−0.4% | Reduced |
| Formidable Asset Management, LLC | 4,981 | $1.97M | 0.37% | −6−0.1% | Reduced |
| Toronto Dominion Bank | 4,949 | $1.95M | 0.00% | −489−9.0% | Reduced |
| Trexquant Investment LP | 4,940 | $1.95M | 0.15% | +4,940 | New |
| IFM Investors Pty Ltd | 4,929 | $1.95M | 0.04% | −115−2.3% | Reduced |
| First Republic Investment Management, Inc. | 4,879 | $1.93M | 0.00% | +90+1.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,855 | $1.92M | 0.02% | −6−0.1% | Reduced |
| Public Employees Retirement Association of Colorado | 4,844 | $1.91M | 0.01% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 4,819 | $1.90M | 0.00% | +1,819+60.6% | Added |
| Tudor Investment Corp Et Al | 4,804 | $1.90M | 0.04% | +315+7.0% | Added |
| Los Angeles Capital Management LLC | 4,785 | $1.89M | 0.01% | 00.0% | Unchanged |
| Profit Investment Management, LLC | 4,717 | $1.86M | 1.29% | −7,982−62.9% | Reduced |
| Guggenheim Capital LLC | 4,614 | $1.82M | 0.01% | +789+20.6% | Added |
| Forsta Ap-Fonden | 4,600 | $1.82M | 0.02% | +3,000+187.5% | Added |
| Farr Miller & Washington LLC | 4,521 | $1.78M | 0.12% | +360+8.7% | Added |
| Twin Tree Management, LP | 4,520 | $1.78M | 0.05% | +4,217+1,391.7% | Added |
| Eads & Heald Wealth Management | 4,413 | $1.74M | 0.84% | −44−1.0% | Reduced |
| Acadian Asset Management LLC | 4,350 | $1.71M | 0.01% | +3,190+275.0% | Added |
| Van Eck Associates Corp | 4,246 | $1.68M | 0.00% | +364+9.4% | Added |
| Taylor Frigon Capital Management LLC | 4,182 | $1.65M | 0.53% | +122+3.0% | Added |
| Federation des caisses Desjardins du Quebec | 4,164 | $1.64M | 0.02% | −942−18.4% | Reduced |
| NN Investment Partners Holdings N.V. | 4,074 | $1.61M | 0.01% | −1,095−21.2% | Reduced |
| Leverage Partners Absolute Return Fund SPC | 4,000 | $1.58M | 1.52% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 4,000 | $1.58M | 0.21% | +649+19.4% | Added |
| Jump Financial, LLC | 3,988 | $1.57M | 0.11% | +3,988 | New |
| Venturi Wealth Management, LLC | 3,888 | $1.53M | 0.13% | −360−8.5% | Reduced |
| Advisory Services Network, LLC | 3,889 | $1.53M | 0.05% | +84+2.2% | Added |
| ICW Investment Advisors LLC | 3,849 | $1.52M | 0.98% | +28+0.7% | Added |
| South Dakota Investment Council | 3,820 | $1.51M | 0.03% | 00.0% | Unchanged |
| Prudential Financial Inc | 3,933 | $1.49M | 0.00% | −196−4.7% | Reduced |
| Shell Asset Management Co | 3,746 | $1.48M | 0.03% | +235+6.7% | Added |
| D. E. Shaw & Co., Inc. | 3,724 | $1.47M | 0.00% | −101,142−96.4% | Reduced |
| Quantitative Investment Management, LLC | 3,719 | $1.47M | 0.13% | +3,719 | New |
| Provident Investment Management, Inc. | 3,712 | $1.47M | 0.14% | −2,265−37.9% | Reduced |
| Crossmark Global Holdings, Inc. | 3,636 | $1.44M | 0.03% | −130−3.5% | Reduced |
| PFG Advisors | 3,551 | $1.40M | 0.16% | +30+0.9% | Added |
| Dividend Assets Capital, LLC | 3,505 | $1.38M | 0.28% | −100−2.8% | Reduced |
| TD Asset Management Inc | 3,425 | $1.35M | 0.00% | +160+4.9% | Added |
| AE Wealth Management LLC | 3,413 | $1.35M | 0.01% | +142+4.3% | Added |
| Capital Investment Services of America, Inc. | 3,400 | $1.34M | 0.13% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 3,394 | $1.34M | 0.01% | +520+18.1% | Added |
| Securian Asset Management, Inc | 3,379 | $1.33M | 0.03% | −100−2.9% | Reduced |
| Coldstream Capital Management Inc | 3,968 | $1.33M | 0.06% | +2,946+288.3% | Added |
| K.J. Harrison & Partners Inc | 3,250 | $1.29M | 0.19% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 3,265 | $1.29M | 0.00% | +156+5.0% | Added |
| Illinois Municipal Retirement Fund | 3,250 | $1.28M | 0.05% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 3,198 | $1.26M | 0.20% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 3,195 | $1.26M | 0.65% | +170+5.6% | Added |
| Westpac Banking Corp | 3,081 | $1.22M | 0.01% | 00.0% | Unchanged |
| First Hawaiian Bank | 3,050 | $1.20M | 0.05% | +1,145+60.1% | Added |
| Blair William & Co | 3,009 | $1.19M | 0.00% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 2,971 | $1.17M | 0.13% | −6−0.2% | Reduced |
| Doyle Wealth Management | 2,936 | $1.16M | 0.09% | −8−0.3% | Reduced |
| Spinnaker Trust | 2,922 | $1.15M | 0.08% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 2,900 | $1.15M | 0.05% | +400+16.0% | Added |
| Westwood Holdings Group Inc. | 2,876 | $1.14M | 0.01% | −235−7.6% | Reduced |
| Maryland State Retirement & Pension System | 2,840 | $1.13M | 0.03% | 00.0% | Unchanged |
| Burney Co | 2,844 | $1.12M | 0.05% | −3,033−51.6% | Reduced |
| Edgestream Partners, L.P. | 2,797 | $1.10M | 0.07% | −8,144−74.4% | Reduced |
| Strong Tower Advisory Services | 2,675 | $1.10M | 0.64% | +2,675 | New |
| Naples Global Advisors, LLC | 2,735 | $1.08M | 0.14% | +100+3.8% | Added |
| Whittier Trust Co of Nevada Inc | 2,723 | $1.07M | 0.04% | +117+4.5% | Added |
| Seeyond | 2,661 | $1.05M | 0.10% | −26−1.0% | Reduced |
| Mission Wealth Management, LP | 2,569 | $1.01M | 0.05% | +13+0.5% | Added |