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, Q4 2021
Institutional positions in Factset Research Systems Inc as of Dec 31, 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
- 695
- +82 vs. Q3 2021
- Shares held
- 34.0M
- +974.6K (+2.9%) vs. Q3 2021
- Total value
- $16.5B
- +$3.44B (+26.3%) vs. Q3 2021
- New holders
- 137
- 229 more added
- Sold out
- 55
- 202 more reduced
8 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Factset Research Systems Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,245,507 | $2.06B | 0.05% | +597,290+16.4% | Added |
| BlackRock Inc. | 3,605,555 | $1.75B | 0.04% | −461,096−11.3% | Reduced |
| Bamco Inc | 2,657,480 | $1.29B | 2.74% | +7,203+0.3% | Added |
| Loomis Sayles & Co L P | 2,202,446 | $1.07B | 1.29% | −120,665−5.2% | Reduced |
| State Street Corp | 1,955,530 | $950.4M | 0.05% | +421,362+27.5% | Added |
| Wells Fargo & Company | 1,636,837 | $795.5M | 0.21% | −18,434−1.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,248,673 | $606.9M | 1.40% | −53,368−4.1% | Reduced |
| Ninety One UK Ltd | 1,103,695 | $536.4M | 1.27% | −4,630−0.4% | Reduced |
| Geode Capital Management, LLC | 827,816 | $401.8M | 0.05% | +236,744+40.1% | Added |
| Bank of America Corp | 715,060 | $347.5M | 0.04% | +28,216+4.1% | Added |
| Morgan Stanley | 695,014 | $337.8M | 0.04% | +44,980+6.9% | Added |
| Fiera Capital Corp | 454,497 | $220.9M | 0.52% | −12,530−2.7% | Reduced |
| Northern Trust Corp | 405,986 | $197.3M | 0.03% | −1,230−0.3% | Reduced |
| Atlanta Capital Management Co L L C | 326,611 | $158.7M | 0.54% | −80,012−19.7% | Reduced |
| Amundi | 356,202 | $156.3M | 0.10% | +289,006+430.1% | Added |
| Echo Street Capital Management LLC | 314,968 | $153.1M | 1.03% | −188,174−37.4% | Reduced |
| Charles Schwab Investment Management Inc | 302,659 | $147.1M | 0.04% | +72,316+31.4% | Added |
| Bank of New York Mellon Corp | 290,429 | $141.2M | 0.03% | −71,721−19.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 284,262 | $138.2M | 0.08% | +140,946+98.3% | Added |
| Legal & General Group Plc | 273,024 | $132.7M | 0.04% | −3,189−1.2% | Reduced |
| Dimensional Fund Advisors LP | 258,901 | $125.8M | 0.04% | +9,727+3.9% | Added |
| American Capital Management Inc | 249,271 | $121.1M | 3.11% | −1,052−0.4% | Reduced |
| Invesco Ltd. | 240,740 | $117.0M | 0.03% | +122,485+103.6% | Added |
| Boston Trust Walden Corp | 226,104 | $109.9M | 0.88% | −5,048−2.2% | Reduced |
| UBS Asset Management Americas Inc | 202,685 | $98.5M | 0.04% | +713+0.4% | Added |
| Ameriprise Financial Inc | 187,097 | $90.7M | 0.03% | −50,693−21.3% | Reduced |
| Janus Henderson Group PLC | 182,991 | $88.9M | 0.04% | +88,645+94.0% | Added |
| Nuveen Asset Management, LLC | 177,476 | $86.3M | 0.03% | +240+0.1% | Added |
| Tandem Investment Advisors, Inc. | 175,007 | $85.1M | 5.53% | −1,312−0.7% | Reduced |
| Price T Rowe Associates Inc | 155,027 | $75.3M | 0.01% | +40,562+35.4% | Added |
| Millennium Management LLC | 154,779 | $75.2M | 0.08% | −129,590−45.6% | Reduced |
| Schroder Investment Management Group | 153,580 | $74.6M | 0.10% | +37,824+32.7% | Added |
| Caisse de Depot Et Placement du Quebec | 149,977 | $72.9M | 0.16% | +70,346+88.3% | Added |
| Everett Harris & Co | 147,931 | $71.9M | 1.00% | −1,139−0.8% | Reduced |
| Ninety One North America, Inc. | 142,579 | $69.3M | 2.42% | +25,238+21.5% | Added |
| Natixis Advisors, L.P. | 141,271 | $68.7M | 0.26% | −64,507−31.3% | Reduced |
| California Public Employees Retirement System | 136,242 | $66.2M | 0.04% | +52,277+62.3% | Added |
| Raymond James & Associates | 134,322 | $65.3M | 0.05% | −958−0.7% | Reduced |
| JPMorgan Chase & Co | 133,750 | $65.0M | 0.01% | −52,006−28.0% | Reduced |
| Parametric Portfolio Associates LLC | 133,522 | $64.9M | 0.03% | +2,960+2.3% | Added |
| Goldman Sachs Group Inc | 117,162 | $56.9M | 0.01% | −44,621−27.6% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 116,720 | $56.7M | 0.65% | 00.0% | Unchanged |
| Deutsche Bank AG | 116,415 | $56.6M | 0.03% | +41,212+54.8% | Added |
| Nordea Investment Management AB | 114,775 | $55.8M | 0.07% | −730−0.6% | Reduced |
| Barclays PLC | 111,358 | $54.1M | 0.03% | +44,024+65.4% | Added |
| Alyeska Investment Group, L.P. | 108,166 | $52.6M | 0.61% | +14,830+15.9% | Added |
| Rockefeller Capital Management L.P. | 108,134 | $52.6M | 0.25% | +2,344+2.2% | Added |
| Jane Street Group, LLC | 108,032 | $52.5M | 0.10% | +101,850+1,647.5% | Added |
| Arrowstreet Capital, Limited Partnership | 104,957 | $51.0M | 0.06% | +27,620+35.7% | Added |
| Two Sigma Advisers, LP | 101,300 | $49.2M | 0.12% | −16,300−13.9% | Reduced |
| Eaton Vance Management | 100,739 | $49.0M | 0.06% | +420.0% | Added |
| Royal Bank of Canada | 98,905 | $48.1M | 0.01% | +30,823+45.3% | Added |
| Virginia Retirement Systems Et Al | 97,300 | $47.3M | 0.44% | +44,300+83.6% | Added |
| Wellington Management Group LLP | 96,622 | $47.0M | 0.01% | −2,981−3.0% | Reduced |
| Assenagon Asset Management S.A. | 91,443 | $44.4M | 0.16% | +90,899+16,709.4% | Added |
| HSBC Holdings PLC | 87,268 | $42.3M | 0.04% | +10,126+13.1% | Added |
| Two Sigma Investments, LP | 86,500 | $42.0M | 0.10% | −596−0.7% | Reduced |
| Marshall Wace, LLP | 83,592 | $40.6M | 0.08% | +54,641+188.7% | Added |
| HighTower Advisors, LLC | 81,817 | $39.8M | 0.09% | +9,140+12.6% | Added |
| Earnest Partners LLC | 75,572 | $36.7M | 0.21% | −1,855−2.4% | Reduced |
| Lazard Asset Management LLC | 75,099 | $36.5M | 0.04% | +63,493+547.1% | Added |
| Teacher Retirement System of Texas | 73,675 | $35.8M | 0.16% | +46,565+171.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 72,523 | $35.2M | 0.12% | +53,195+275.2% | Added |
| Credit Suisse AG | 69,084 | $33.6M | 0.03% | +7,355+11.9% | Added |
| California State Teachers Retirement System | 65,914 | $32.0M | 0.04% | +473+0.7% | Added |
| Rhumbline Advisers | 64,680 | $31.4M | 0.04% | −36,346−36.0% | Reduced |
| National Pension Service | 62,260 | $30.3M | 0.05% | +62,253+889,328.6% | Added |
| AustralianSuper Pty Ltd | 63,992 | $30.2M | 0.17% | −97,990−60.5% | Reduced |
| Man Group plc | 61,377 | $29.8M | 0.10% | +34,714+130.2% | Added |
| Copeland Capital Management, LLC | 61,255 | $29.8M | 0.77% | −13,306−17.8% | Reduced |
| New York State Common Retirement Fund | 60,137 | $29.2M | 0.03% | −2,463−3.9% | Reduced |
| Voya Investment Management LLC | 59,417 | $28.9M | 0.06% | +44,277+292.5% | Added |
| Royal London Asset Management Ltd | 58,307 | $28.3M | 0.11% | −4,829−7.6% | Reduced |
| Victory Capital Management Inc | 56,629 | $27.5M | 0.03% | −16,175−22.2% | Reduced |
| Principal Financial Group Inc | 54,210 | $26.3M | 0.02% | −85,889−61.3% | Reduced |
| PGGM Investments | 51,727 | $25.1M | 0.13% | +2,100+4.2% | Added |
| State Board of Administration of Florida Retirement System | 50,337 | $24.5M | 0.04% | +1,573+3.2% | Added |
| FMR LLC | 49,126 | $23.9M | 0.00% | +3,063+6.6% | Added |
| Alliancebernstein L.P. | 48,916 | $23.8M | 0.01% | −13,629−21.8% | Reduced |
| Citigroup Inc | 48,564 | $23.6M | 0.02% | +10,174+26.5% | Added |
| Stifel Financial Corp | 46,826 | $22.8M | 0.03% | +4,468+10.5% | Added |
| Saybrook Capital | 46,497 | $22.6M | 5.69% | −640−1.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 46,113 | $22.4M | 0.04% | +729+1.6% | Added |
| Dundas Partners LLP | 53,579 | $21.8M | 2.71% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 44,900 | $21.8M | 0.03% | +38,119+562.1% | Added |
| UBS Group AG | 44,503 | $21.6M | 0.01% | +6,004+15.6% | Added |
| New York State Teachers Retirement System | 43,642 | $21.2M | 0.04% | +875+2.0% | Added |
| Railway Pension Investments Ltd | 43,400 | $21.1M | 0.16% | +43,400 | New |
| Bank of Montreal | 42,433 | $20.8M | 0.01% | −23,414−35.6% | Reduced |
| Envestnet Asset Management Inc | 42,404 | $20.6M | 0.01% | −460−1.1% | Reduced |
| Truist Financial Corp | 42,172 | $20.5M | 0.03% | −1,348−3.1% | Reduced |
| Dock Street Asset Management Inc | 40,760 | $19.8M | 3.27% | +772+1.9% | Added |
| The PNC Financial Services Group, Inc. | 40,509 | $19.7M | 0.02% | +10,722+36.0% | Added |
| Adage Capital Partners GP, L.L.C. | 40,100 | $19.5M | 0.04% | +40,100 | New |
| Cubist Systematic Strategies, LLC | 39,908 | $19.4M | 0.18% | −1,725−4.1% | Reduced |
| 2Xideas AG | 36,371 | $17.7M | 1.07% | +3,259+9.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 34,303 | $16.7M | 0.03% | +6,925+25.3% | Added |
| Prudential Financial Inc | 35,808 | $16.4M | 0.02% | +31,875+810.5% | Added |
| First Trust Advisors LP | 32,811 | $15.9M | 0.02% | +16,969+107.1% | Added |
| Wendell David Associates Inc | 32,575 | $15.8M | 1.60% | −1,357−4.0% | Reduced |