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 |
|---|---|---|---|---|---|
| Cubist Systematic Strategies, LLC | 39,908 | $19.4M | 0.18% | −1,725−4.1% | Reduced |
| Adage Capital Partners GP, L.L.C. | 40,100 | $19.5M | 0.04% | +40,100 | New |
| The PNC Financial Services Group, Inc. | 40,509 | $19.7M | 0.02% | +10,722+36.0% | Added |
| Dock Street Asset Management Inc | 40,760 | $19.8M | 3.27% | +772+1.9% | Added |
| Truist Financial Corp | 42,172 | $20.5M | 0.03% | −1,348−3.1% | Reduced |
| Envestnet Asset Management Inc | 42,404 | $20.6M | 0.01% | −460−1.1% | Reduced |
| Bank of Montreal | 42,433 | $20.8M | 0.01% | −23,414−35.6% | Reduced |
| Railway Pension Investments Ltd | 43,400 | $21.1M | 0.16% | +43,400 | New |
| New York State Teachers Retirement System | 43,642 | $21.2M | 0.04% | +875+2.0% | Added |
| UBS Group AG | 44,503 | $21.6M | 0.01% | +6,004+15.6% | Added |
| Susquehanna International Group, LLP | 44,900 | $21.8M | 0.03% | +38,119+562.1% | Added |
| Dundas Partners LLP | 53,579 | $21.8M | 2.71% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 46,113 | $22.4M | 0.04% | +729+1.6% | Added |
| Saybrook Capital | 46,497 | $22.6M | 5.69% | −640−1.4% | Reduced |
| Stifel Financial Corp | 46,826 | $22.8M | 0.03% | +4,468+10.5% | Added |
| Citigroup Inc | 48,564 | $23.6M | 0.02% | +10,174+26.5% | Added |
| Alliancebernstein L.P. | 48,916 | $23.8M | 0.01% | −13,629−21.8% | Reduced |
| FMR LLC | 49,126 | $23.9M | 0.00% | +3,063+6.6% | Added |
| State Board of Administration of Florida Retirement System | 50,337 | $24.5M | 0.04% | +1,573+3.2% | Added |
| PGGM Investments | 51,727 | $25.1M | 0.13% | +2,100+4.2% | Added |
| Principal Financial Group Inc | 54,210 | $26.3M | 0.02% | −85,889−61.3% | Reduced |
| Victory Capital Management Inc | 56,629 | $27.5M | 0.03% | −16,175−22.2% | Reduced |
| Royal London Asset Management Ltd | 58,307 | $28.3M | 0.11% | −4,829−7.6% | Reduced |
| Voya Investment Management LLC | 59,417 | $28.9M | 0.06% | +44,277+292.5% | Added |
| New York State Common Retirement Fund | 60,137 | $29.2M | 0.03% | −2,463−3.9% | Reduced |
| Copeland Capital Management, LLC | 61,255 | $29.8M | 0.77% | −13,306−17.8% | Reduced |
| Man Group plc | 61,377 | $29.8M | 0.10% | +34,714+130.2% | Added |
| AustralianSuper Pty Ltd | 63,992 | $30.2M | 0.17% | −97,990−60.5% | Reduced |
| National Pension Service | 62,260 | $30.3M | 0.05% | +62,253+889,328.6% | Added |
| Rhumbline Advisers | 64,680 | $31.4M | 0.04% | −36,346−36.0% | Reduced |
| California State Teachers Retirement System | 65,914 | $32.0M | 0.04% | +473+0.7% | Added |
| Credit Suisse AG | 69,084 | $33.6M | 0.03% | +7,355+11.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 72,523 | $35.2M | 0.12% | +53,195+275.2% | Added |
| Teacher Retirement System of Texas | 73,675 | $35.8M | 0.16% | +46,565+171.8% | Added |
| Lazard Asset Management LLC | 75,099 | $36.5M | 0.04% | +63,493+547.1% | Added |
| Earnest Partners LLC | 75,572 | $36.7M | 0.21% | −1,855−2.4% | Reduced |
| HighTower Advisors, LLC | 81,817 | $39.8M | 0.09% | +9,140+12.6% | Added |
| Marshall Wace, LLP | 83,592 | $40.6M | 0.08% | +54,641+188.7% | Added |
| Two Sigma Investments, LP | 86,500 | $42.0M | 0.10% | −596−0.7% | Reduced |
| HSBC Holdings PLC | 87,268 | $42.3M | 0.04% | +10,126+13.1% | Added |
| Assenagon Asset Management S.A. | 91,443 | $44.4M | 0.16% | +90,899+16,709.4% | Added |
| Wellington Management Group LLP | 96,622 | $47.0M | 0.01% | −2,981−3.0% | Reduced |
| Virginia Retirement Systems Et Al | 97,300 | $47.3M | 0.44% | +44,300+83.6% | Added |
| Royal Bank of Canada | 98,905 | $48.1M | 0.01% | +30,823+45.3% | Added |
| Eaton Vance Management | 100,739 | $49.0M | 0.06% | +420.0% | Added |
| Two Sigma Advisers, LP | 101,300 | $49.2M | 0.12% | −16,300−13.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 104,957 | $51.0M | 0.06% | +27,620+35.7% | Added |
| Jane Street Group, LLC | 108,032 | $52.5M | 0.10% | +101,850+1,647.5% | Added |
| Rockefeller Capital Management L.P. | 108,134 | $52.6M | 0.25% | +2,344+2.2% | Added |
| Alyeska Investment Group, L.P. | 108,166 | $52.6M | 0.61% | +14,830+15.9% | Added |
| Barclays PLC | 111,358 | $54.1M | 0.03% | +44,024+65.4% | Added |
| Nordea Investment Management AB | 114,775 | $55.8M | 0.07% | −730−0.6% | Reduced |
| Deutsche Bank AG | 116,415 | $56.6M | 0.03% | +41,212+54.8% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 116,720 | $56.7M | 0.65% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 117,162 | $56.9M | 0.01% | −44,621−27.6% | Reduced |
| Parametric Portfolio Associates LLC | 133,522 | $64.9M | 0.03% | +2,960+2.3% | Added |
| JPMorgan Chase & Co | 133,750 | $65.0M | 0.01% | −52,006−28.0% | Reduced |
| Raymond James & Associates | 134,322 | $65.3M | 0.05% | −958−0.7% | Reduced |
| California Public Employees Retirement System | 136,242 | $66.2M | 0.04% | +52,277+62.3% | Added |
| Natixis Advisors, L.P. | 141,271 | $68.7M | 0.26% | −64,507−31.3% | Reduced |
| Ninety One North America, Inc. | 142,579 | $69.3M | 2.42% | +25,238+21.5% | Added |
| Everett Harris & Co | 147,931 | $71.9M | 1.00% | −1,139−0.8% | Reduced |
| Caisse de Depot Et Placement du Quebec | 149,977 | $72.9M | 0.16% | +70,346+88.3% | Added |
| Schroder Investment Management Group | 153,580 | $74.6M | 0.10% | +37,824+32.7% | Added |
| Millennium Management LLC | 154,779 | $75.2M | 0.08% | −129,590−45.6% | Reduced |
| Price T Rowe Associates Inc | 155,027 | $75.3M | 0.01% | +40,562+35.4% | Added |
| Tandem Investment Advisors, Inc. | 175,007 | $85.1M | 5.53% | −1,312−0.7% | Reduced |
| Nuveen Asset Management, LLC | 177,476 | $86.3M | 0.03% | +240+0.1% | Added |
| Janus Henderson Group PLC | 182,991 | $88.9M | 0.04% | +88,645+94.0% | Added |
| Ameriprise Financial Inc | 187,097 | $90.7M | 0.03% | −50,693−21.3% | Reduced |
| UBS Asset Management Americas Inc | 202,685 | $98.5M | 0.04% | +713+0.4% | Added |
| Boston Trust Walden Corp | 226,104 | $109.9M | 0.88% | −5,048−2.2% | Reduced |
| Invesco Ltd. | 240,740 | $117.0M | 0.03% | +122,485+103.6% | Added |
| American Capital Management Inc | 249,271 | $121.1M | 3.11% | −1,052−0.4% | Reduced |
| Dimensional Fund Advisors LP | 258,901 | $125.8M | 0.04% | +9,727+3.9% | Added |
| Legal & General Group Plc | 273,024 | $132.7M | 0.04% | −3,189−1.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 284,262 | $138.2M | 0.08% | +140,946+98.3% | Added |
| Bank of New York Mellon Corp | 290,429 | $141.2M | 0.03% | −71,721−19.8% | Reduced |
| Charles Schwab Investment Management Inc | 302,659 | $147.1M | 0.04% | +72,316+31.4% | Added |
| Echo Street Capital Management LLC | 314,968 | $153.1M | 1.03% | −188,174−37.4% | Reduced |
| Amundi | 356,202 | $156.3M | 0.10% | +289,006+430.1% | Added |
| Atlanta Capital Management Co L L C | 326,611 | $158.7M | 0.54% | −80,012−19.7% | Reduced |
| Northern Trust Corp | 405,986 | $197.3M | 0.03% | −1,230−0.3% | Reduced |
| Fiera Capital Corp | 454,497 | $220.9M | 0.52% | −12,530−2.7% | Reduced |
| Morgan Stanley | 695,014 | $337.8M | 0.04% | +44,980+6.9% | Added |
| Bank of America Corp | 715,060 | $347.5M | 0.04% | +28,216+4.1% | Added |
| Geode Capital Management, LLC | 827,816 | $401.8M | 0.05% | +236,744+40.1% | Added |
| Ninety One UK Ltd | 1,103,695 | $536.4M | 1.27% | −4,630−0.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,248,673 | $606.9M | 1.40% | −53,368−4.1% | Reduced |
| Wells Fargo & Company | 1,636,837 | $795.5M | 0.21% | −18,434−1.1% | Reduced |
| State Street Corp | 1,955,530 | $950.4M | 0.05% | +421,362+27.5% | Added |
| Loomis Sayles & Co L P | 2,202,446 | $1.07B | 1.29% | −120,665−5.2% | Reduced |
| Bamco Inc | 2,657,480 | $1.29B | 2.74% | +7,203+0.3% | Added |
| BlackRock Inc. | 3,605,555 | $1.75B | 0.04% | −461,096−11.3% | Reduced |
| Vanguard Group Inc | 4,245,507 | $2.06B | 0.05% | +597,290+16.4% | Added |
| Candlestick Capital Management LP | 0 | $0 | 0.00% | −65,000−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −30,704−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −15,042−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −10,002−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −7,070−100.0% | Sold out |