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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.

Q4 2021 vs. Q3 2021

How the institutions holding Factset Research Systems Inc changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of FDS: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders6218695+82
Shares33.1M38.6K34.0M+974.6K (+2.9%)
Value$13.1B$15.3M$16.5B+$3.44B (+26.3%)

8 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (137)

Institutions that held Factset Research Systems Inc at the end of Q4 2021 but not at the end of Q3 2021.

Showing the largest 100 of 137 by value.

Institutions new to FDS in Q4 2021
InstitutionSharesValue% of portfolio
Railway Pension Investments Ltd43,400$21.1M0.16%
Adage Capital Partners GP, L.L.C.40,100$19.5M0.04%
Chevy Chase Trust Holdings, Inc.22,950$11.2M0.04%
Voloridge Investment Management, LLC19,877$9.66M0.05%
National Bank of Canada13,993$6.77M0.03%
Advisors Preferred, LLC14,097$6.71M0.66%
Erste Asset Management GmbH13,700$6.70M0.12%
Canada Pension Plan Investment Board10,000$4.86M0.01%
Summit Global Investments9,858$4.79M0.31%
Alberta Investment Management Corp8,800$4.28M0.03%
Cordatus Wealth Management LLC8,759$4.26M1.25%
Hancock Whitney Corp8,743$4.25M0.13%
CIBC World Markets Corp8,111$3.94M0.02%
Stiles Financial Services Inc7,143$3.47M1.67%
Putnam Investments LLC6,510$3.16M0.00%
Public Sector Pension Investment Board6,280$3.05M0.02%
EAM Global Investors LLC6,223$3.02M0.54%
Bishop Rock Capital, L.P.6,118$2.97M0.89%
Umb Bank N A6,009$2.92M0.04%
Kensington Investment Counsel, LLC5,841$2.84M1.66%
Yousif Capital Management, LLC5,824$2.83M0.03%
Mackay Shields LLC5,620$2.73M0.02%
Stevens Capital Management LP5,585$2.71M0.62%
ING Groep NV4,913$2.39M0.02%
Pensionfund Sabic4,500$2.19M0.41%
Liontrust Investment Partners LLP4,000$1.94M0.02%
Hartford Investment Management Co3,834$1.86M0.04%
Swiss Life Asset Management Ltd3,164$1.54M0.02%
Allspring Global Investments Holdings, LLC2,648$1.29M0.00%
Algert Global LLC2,633$1.28M0.16%
Ovata Capital Management Ltd2,500$1.22M0.41%
Kentucky Retirement Systems2,265$1.10M0.04%
Trail Ridge Investment Advisors, LLC2,200$1.07M0.64%
Weiss Multi-Strategy Advisers LLC2,000$972.0K0.02%
Walleye Trading LLC1,997$971.0K0.02%
Kenfarb & Co.1,765$858.0K0.63%
Impax Asset Management Group plc1,737$844.0K0.00%
Lindenwold Advisors1,701$827.0K0.48%
Northwest & Ethical Investments L.P.1,700$826.2K0.02%
Renaissance Technologies LLC1,700$826.0K0.00%
Kovack Advisors, Inc.1,580$768.0K0.07%
Blueshift Asset Management, LLC1,499$729.0K0.06%
Hillsdale Investment Management Inc.1,460$710.0K0.05%
Winton Group Ltd1,401$681.0K0.04%
Nomura Holdings Inc1,350$657.0K0.00%
Quantum Private Wealth, LLC1,313$638.0K0.24%
Vident Investment Advisory, LLC1,209$588.0K0.02%
Norinchukin Bank, The1,168$568.0K0.01%
Websterrogers Financial Advisors, LLC1,118$543.0K0.12%
Squarepoint Ops LLC1,072$521.0K0.00%
Teza Capital Management LLC1,038$504.0K0.13%
Hennessy Advisors Inc1,000$486.0K0.03%
Kentucky Retirement Systems Insurance Trust Fund992$482.0K0.04%
B. Metzler seel. Sohn & Co. AG960$465.0K0.01%
Heartland Bank & Trust Co880$428.0K0.32%
Sawtooth Solutions, LLC854$416.0K0.05%
Two Sigma Securities, LLC834$405.0K0.08%
Everence Capital Management Inc800$389.0K0.03%
Kolinsky Wealth Management, LLC777$378.0K0.35%
Krane Funds Advisors LLC770$374.0K0.01%
Apella Capital, LLC750$365.0K0.05%
Veriti Management LLC698$339.0K0.04%
Pendal Group Limited672$327.0K0.00%
Harvest Fund Management Co., Ltd655$318.0K0.05%
Arabesque Asset Management Ltd634$308.0K0.09%
Centiva Capital, LP626$304.0K0.02%
Gyon Technologies Capital Management, LP619$301.0K0.06%
MQS Management LLC614$298.0K0.48%
Pine Haven Investment Counsel, Inc605$294.0K0.27%
Center For Asset Management LLC589$286.0K0.21%
Prelude Capital Management, LLC537$261.0K0.01%
AIA Group Ltd531$258.0K0.01%
Caxton Associates LP525$255.0K0.03%
Stokes Family Office, LLC520$253.0K0.03%
Kestra Advisory Services, LLC518$252.0K0.00%
Tilia Fiduciary Partners, Inc.511$248.0K0.20%
Laurel Wealth Advisors, Inc.507$247.0K0.02%
Sequoia Financial Advisors, LLC507$246.0K0.01%
Blue Edge Capital, LLC500$243.0K0.05%
Bailard, Inc.500$243.0K0.01%
Murphy Capital Management Inc500$243.0K0.03%
Arbor Investment Advisors, LLC500$243.0K0.05%
Keybank National Association476$231.0K0.00%
River Wealth Advisors LLC469$228.0K0.04%
Measured Wealth Private Client Group, LLC469$228.0K0.08%
Buckingham Capital Management, Inc.465$226.0K0.04%
Chicago Capital, LLC466$226.0K0.01%
West Family Investments, Inc.461$224.0K0.06%
Meiji Yasuda Asset Management Co Ltd.454$221.0K0.01%
CIBC Private Wealth Group, LLC450$219.0K0.00%
Claret Asset Management Corp435$211.0K0.04%
Maven Securities LTD430$209.0K0.03%
McKinley Carter Wealth Services, Inc.424$206.0K0.02%
Oppenheimer & Co Inc422$205.0K0.00%
Gotham Asset Management, LLC421$205.0K0.01%
CWM, LLC383$186.0K0.00%
Desjardins Global Asset Management Inc.367$178.0K0.02%
Zullo Investment Group, Inc.365$177.0K0.09%
Sentry Investment Management LLC312$152.0K0.04%
CoreCap Advisors, LLC290$141.0K0.01%

Sold out (55)

Institutions that held Factset Research Systems Inc at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of FDS in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Candlestick Capital Management LP65,000$25.7M
Point72 Asset Management, L.P.30,704$12.1M
AMP Capital Investors Ltd15,042$5.94M
HRT Financial LP10,002$3.95M
Dynamic Technology Lab Private Ltd7,070$2.79M
C Partners Holding GmbH6,352$2.51M
Pearl River Capital, LLC5,385$2.13M
Trexquant Investment LP4,940$1.95M
Jump Financial, LLC3,988$1.57M
D. E. Shaw & Co., Inc.3,724$1.47M
Quantitative Investment Management, LLC3,719$1.47M
McDonald Partners LLC2,026$800.0K
Jefferies Group LLC2,000$789.6K
PEAK6 Investments LLC1,955$772.0K
Verition Fund Management LLC1,939$765.0K
Full18 Capital LLC1,918$757.0K
ExodusPoint Capital Management, LP1,884$744.0K
Balyasny Asset Management LLC1,866$737.0K
Davy Global Fund Management Ltd1,257$496.0K
Greenwood Capital Associates LLC1,218$481.0K
Qube Research & Technologies Ltd1,155$456.0K
Bellevue Group AG1,050$415.0K
Worldquant Millennium Advisors LLC1,024$404.0K
Strategy Asset Managers LLC754$298.0K
Meeder Asset Management Inc738$291.0K
Mirabella Financial Services LLP660$261.0K
Northwest Bancshares, Inc.642$253.0K
Boothbay Fund Management, LLC626$247.0K
Seven Springs Wealth Group, LLC612$242.0K
San Luis Wealth Advisors LLC602$238.0K
Infini Master Fund590$233.0K
Infini Capital Management Ltd590$233.0K
Pallas Capital Advisors LLC518$228.0K
King Luther Capital Management Corp573$226.0K
Wolverine Trading, LLC547$216.0K
Petrus Trust Company, LTA508$201.0K
Global Retirement Partners, LLC191$75.0K
Point72 Hong Kong Ltd182$72.0K
South State Corp.157$62.0K
Artemis Wealth Advisors, LLC110$44.0K
Gerber Kawasaki Wealth & Investment Management107$42.0K
Red Tortoise LLC99$40.0K
JNBA Financial Advisors72$28.0K
Prentice Wealth Management LLC62$24.0K
D'Orazio & Associates, Inc.50$20.0K
Harbour Investments, Inc.44$17.0K
MCF Advisors LLC39$15.0K
Guidance Point Advisors, LLC40$15.0K
Cahill Financial Advisors Inc33$13.0K
Meridian Wealth Partners, LLC31$12.0K
Arkadios Wealth Advisors13$5.00K
Financial Management Professionals, Inc.4$2.00K
CX Institutional5$2.00K
Stonebridge Capital Advisors LLC3$1.00K
First Command Advisory Services, Inc.10$0

Not filed for Q4 2021 yet (8)

Institutions that held Factset Research Systems Inc at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding FDS in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Marshall Wace North America L.P.11,649$4.60M
BBVA USA11,550$4.56M
Cascadia Advisory Services, LLC7,344$2.90M
Farr Miller & Washington LLC4,521$1.78M
World Asset Management Inc1,276$504.0K
Optimal Asset Management, Inc.1,202$475.0K
B. Metzler seel. Sohn & Co. Holding AG1,025$405.0K
Berman Capital Advisors, LLC54$21.0K