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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.

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.

Institutional holdersQ4 2021: 695 institutions
Q1 2021: 577 institutionsQ2 2021: 595 institutionsQ3 2021: 621 institutionsQ4 2021: 695 institutionsQ1 2022: 704 institutionsQ2 2022: 693 institutionsQ3 2022: 692 institutionsQ4 2022: 743 institutionsQ1 2023: 723 institutionsQ2 2023: 737 institutionsQ3 2023: 733 institutionsQ4 2023: 775 institutionsQ1 2024: 782 institutionsQ2 2024: 807 institutionsQ3 2024: 833 institutionsQ4 2024: 847 institutionsQ1 2025: 828 institutionsQ2 2025: 837 institutionsQ3 2025: 775 institutionsQ4 2025: 798 institutionsQ1 2026: 726 institutionsQ2 2026: 767 institutions
Value heldQ4 2021: $16.5B
Q1 2021: $10.3BQ2 2021: $11.1BQ3 2021: $13.1BQ4 2021: $16.5BQ1 2022: $14.8BQ2 2022: $13.0BQ3 2022: $13.8BQ4 2022: $13.5BQ1 2023: $14.0BQ2 2023: $13.7BQ3 2023: $15.2BQ4 2023: $16.5BQ1 2024: $15.9BQ2 2024: $14.6BQ3 2024: $16.5BQ4 2024: $17.2BQ1 2025: $16.2BQ2 2025: $15.9BQ3 2025: $10.6BQ4 2025: $10.6BQ1 2026: $8.21BQ2 2026: $9.22B
Institutions holding FDS and their total value by quarter
QuarterHoldersValue
Q2 2026767$9.22B
Q1 2026726$8.21B
Q4 2025798$10.6B
Q3 2025775$10.6B
Q2 2025837$15.9B
Q1 2025828$16.2B
Q4 2024847$17.2B
Q3 2024833$16.5B
Q2 2024807$14.6B
Q1 2024782$15.9B
Q4 2023775$16.5B
Q3 2023733$15.2B
Q2 2023737$13.7B
Q1 2023723$14.0B
Q4 2022743$13.5B
Q3 2022692$13.8B
Q2 2022693$13.0B
Q1 2022704$14.8B
Q4 2021695$16.5B
Q3 2021621$13.1B
Q2 2021595$11.1B
Q1 2021577$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.

Institutions holding FDS in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
C Partners Holding GmbH0$00.00%−6,352−100.0%Sold out
Pearl River Capital, LLC0$00.00%−5,385−100.0%Sold out
Trexquant Investment LP0$00.00%−4,940−100.0%Sold out
Jump Financial, LLC0$00.00%−3,988−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−3,724−100.0%Sold out
Quantitative Investment Management, LLC0$00.00%−3,719−100.0%Sold out
McDonald Partners LLC0$00.00%−2,026−100.0%Sold out
Jefferies Group LLC0$00.00%−2,000−100.0%Sold out
PEAK6 Investments LLC0$00.00%−1,955−100.0%Sold out
Verition Fund Management LLC0$00.00%−1,939−100.0%Sold out
Full18 Capital LLC0$00.00%−1,918−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−1,884−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−1,866−100.0%Sold out
Davy Global Fund Management Ltd0$00.00%−1,257−100.0%Sold out
Greenwood Capital Associates LLC0$00.00%−1,218−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−1,155−100.0%Sold out
Bellevue Group AG0$00.00%−1,050−100.0%Sold out
Worldquant Millennium Advisors LLC0$00.00%−1,024−100.0%Sold out
Strategy Asset Managers LLC0$00.00%−754−100.0%Sold out
Meeder Asset Management Inc0$00.00%−738−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−660−100.0%Sold out
Northwest Bancshares, Inc.0$00.00%−642−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−626−100.0%Sold out
Seven Springs Wealth Group, LLC0$00.00%−612−100.0%Sold out
San Luis Wealth Advisors LLC0$00.00%−602−100.0%Sold out
Infini Master Fund0$00.00%−590−100.0%Sold out
Infini Capital Management Ltd0$00.00%−590−100.0%Sold out
Pallas Capital Advisors LLC0$00.00%−518−100.0%Sold out
King Luther Capital Management Corp0$00.00%−573−100.0%Sold out
Wolverine Trading, LLC0$00.00%−547−100.0%Sold out
Petrus Trust Company, LTA0$00.00%−508−100.0%Sold out
Global Retirement Partners, LLC0$00.00%−191−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−182−100.0%Sold out
South State Corp.0$00.00%−157−100.0%Sold out
Artemis Wealth Advisors, LLC0$00.00%−110−100.0%Sold out
Gerber Kawasaki Wealth & Investment Management0$00.00%−107−100.0%Sold out
Red Tortoise LLC0$00.00%−99−100.0%Sold out
JNBA Financial Advisors0$00.00%−72−100.0%Sold out
Prentice Wealth Management LLC0$00.00%−62−100.0%Sold out
D'Orazio & Associates, Inc.0$00.00%−50−100.0%Sold out
Harbour Investments, Inc.0$00.00%−44−100.0%Sold out
MCF Advisors LLC0$00.00%−39−100.0%Sold out
Guidance Point Advisors, LLC0$00.00%−40−100.0%Sold out
Cahill Financial Advisors Inc0$00.00%−33−100.0%Sold out
Meridian Wealth Partners, LLC0$00.00%−31−100.0%Sold out
Arkadios Wealth Advisors0$00.00%−13−100.0%Sold out
Financial Management Professionals, Inc.0$00.00%−4−100.0%Sold out
CX Institutional0$00.00%−5−100.0%Sold out
Stonebridge Capital Advisors LLC0$00.00%−3−100.0%Sold out
First Command Advisory Services, Inc.0$00.00%−10−100.0%Sold out
Marshall Wace North America L.P.––––Not filed
BBVA USA––––Not filed
Cascadia Advisory Services, LLC––––Not filed
Farr Miller & Washington LLC––––Not filed
World Asset Management Inc––––Not filed
Optimal Asset Management, Inc.––––Not filed
B. Metzler seel. Sohn & Co. Holding AG––––Not filed
Berman Capital Advisors, LLC––––Not filed