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 |
|---|---|---|---|---|---|
| Hancock Whitney Corp | 8,743 | $4.25M | 0.13% | +8,743 | New |
| Azzad Asset Management Inc | 8,570 | $4.17M | 0.56% | +91+1.1% | Added |
| Great Lakes Advisors, LLC | 8,468 | $4.12M | 0.06% | +208+2.5% | Added |
| APG Asset Management N.V. | 9,603 | $4.10M | 0.01% | +247+2.6% | Added |
| USS Investment Management Ltd | 8,388 | $4.08M | 0.03% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 8,386 | $4.08M | 0.02% | +394+4.9% | Added |
| MetLife Investment Management | 8,317 | $4.04M | 0.03% | −9,833−54.2% | Reduced |
| Evoke Wealth, LLC | 8,294 | $4.03M | 0.13% | −44−0.5% | Reduced |
| Institutional & Family Asset Management, LLC | 8,293 | $4.03M | 0.63% | −2,615−24.0% | Reduced |
| DekaBank Deutsche Girozentrale | 8,230 | $4.00M | 0.01% | +4,965+152.1% | Added |
| CIBC World Markets Corp | 8,111 | $3.94M | 0.02% | +8,111 | New |
| Coastal Bridge Advisors, LLC | 8,021 | $3.90M | 0.81% | 00.0% | Unchanged |
| Coastline Trust Co | 7,695 | $3.74M | 0.43% | −50−0.6% | Reduced |
| Stiles Financial Services Inc | 7,143 | $3.47M | 1.67% | +7,143 | New |
| Neuberger Berman Group LLC | 7,219 | $3.44M | 0.00% | +1,362+23.3% | Added |
| Cullinan Associates Inc | 6,945 | $3.38M | 0.17% | −12,400−64.1% | Reduced |
| Whittier Trust Co | 6,906 | $3.36M | 0.05% | +230+3.4% | Added |
| Utah Retirement Systems | 6,901 | $3.35M | 0.04% | +33+0.5% | Added |
| Mackenzie Financial Corp | 6,878 | $3.34M | 0.00% | +5,333+345.2% | Added |
| Birch Capital Management, LLC | 6,795 | $3.30M | 1.98% | 00.0% | Unchanged |
| Quantbot Technologies LP | 6,747 | $3.28M | 0.27% | +6,340+1,557.7% | Added |
| Gulf International Bank (UK) Ltd | 6,745 | $3.28M | 0.05% | −1,400−17.2% | Reduced |
| STRS Ohio | 6,746 | $3.28M | 0.01% | +5,325+374.7% | Added |
| British Columbia Investment Management Corp | 6,634 | $3.22M | 0.02% | −363−5.2% | Reduced |
| Penobscot Investment Management Company, Inc. | 6,530 | $3.17M | 0.43% | −70−1.1% | Reduced |
| Putnam Investments LLC | 6,510 | $3.16M | 0.00% | +6,510 | New |
| Leverage Partners Absolute Return Fund SPC | 6,500 | $3.16M | 1.82% | +2,500+62.5% | Added |
| Vestmark Advisory Solutions, Inc. | 6,357 | $3.09M | 0.17% | +55+0.9% | Added |
| Public Sector Pension Investment Board | 6,280 | $3.05M | 0.02% | +6,280 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 6,262 | $3.04M | 0.01% | +1,443+29.9% | Added |
| EAM Global Investors LLC | 6,223 | $3.02M | 0.54% | +6,223 | New |
| Bishop Rock Capital, L.P. | 6,118 | $2.97M | 0.89% | +6,118 | New |
| First Personal Financial Services | 6,035 | $2.93M | 0.66% | −22−0.4% | Reduced |
| Umb Bank N A | 6,009 | $2.92M | 0.04% | +6,009 | New |
| Bright Rock Capital Management, LLC | 6,000 | $2.92M | 0.66% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 5,968 | $2.89M | 0.01% | −407−6.4% | Reduced |
| Handelsbanken Fonder AB | 5,951 | $2.89M | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 5,846 | $2.84M | 0.03% | +1,682+40.4% | Added |
| Kensington Investment Counsel, LLC | 5,841 | $2.84M | 1.66% | +5,841 | New |
| Yousif Capital Management, LLC | 5,824 | $2.83M | 0.03% | +5,824 | New |
| Metropolitan Life Insurance Co | 5,784 | $2.81M | 0.04% | −2,657−31.5% | Reduced |
| Bokf, NA | 5,740 | $2.79M | 0.04% | −143−2.4% | Reduced |
| Xponance, Inc. | 5,737 | $2.79M | 0.04% | −1,907−24.9% | Reduced |
| Mackay Shields LLC | 5,620 | $2.73M | 0.02% | +5,620 | New |
| Stevens Capital Management LP | 5,585 | $2.71M | 0.62% | +5,585 | New |
| Steward Partners Investment Advisory, LLC | 5,537 | $2.69M | 0.04% | +85+1.6% | Added |
| Richard Bernstein Advisors LLC | 5,481 | $2.66M | 0.05% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 5,423 | $2.64M | 0.45% | +3,321+158.0% | Added |
| Comerica Bank | 6,276 | $2.60M | 0.02% | −13,084−67.6% | Reduced |
| Texas Permanent School Fund | 5,194 | $2.52M | 0.03% | −22,753−81.4% | Reduced |
| Kesler, Norman & Wride, LLC | 5,172 | $2.51M | 0.53% | −42−0.8% | Reduced |
| Logan Capital Management Inc | 5,131 | $2.49M | 0.11% | −74−1.4% | Reduced |
| NewEdge Wealth, LLC | 5,059 | $2.46M | 0.10% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 4,965 | $2.41M | 0.02% | −28,352−85.1% | Reduced |
| Westwood Holdings Group Inc. | 4,934 | $2.40M | 0.02% | +2,058+71.6% | Added |
| IFM Investors Pty Ltd | 4,929 | $2.40M | 0.04% | 00.0% | Unchanged |
| ING Groep NV | 4,913 | $2.39M | 0.02% | +4,913 | New |
| Macquarie Group Ltd | 4,888 | $2.38M | 0.00% | −2,129−30.3% | Reduced |
| First Republic Investment Management, Inc. | 4,883 | $2.37M | 0.01% | +4+0.1% | Added |
| Public Employees Retirement Association of Colorado | 4,844 | $2.35M | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 4,785 | $2.33M | 0.01% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 4,771 | $2.32M | 0.14% | +1,974+70.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 4,725 | $2.30M | 0.02% | −7,756−62.1% | Reduced |
| Profit Investment Management, LLC | 4,717 | $2.29M | 1.44% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,690 | $2.28M | 0.02% | −165−3.4% | Reduced |
| Formidable Asset Management, LLC | 4,756 | $2.25M | 0.43% | −225−4.5% | Reduced |
| Van Eck Associates Corp | 4,590 | $2.23M | 0.01% | +344+8.1% | Added |
| Susquehanna Fundamental Investments, LLC | 4,574 | $2.22M | 0.06% | −22,678−83.2% | Reduced |
| Pensionfund Sabic | 4,500 | $2.19M | 0.41% | +4,500 | New |
| Nissay Asset Management Corp | 4,435 | $2.15M | 0.02% | −4,327−49.4% | Reduced |
| GWM Advisors LLC | 4,435 | $2.15M | 0.03% | +2,275+105.3% | Added |
| Teachers Retirement System of the State of Kentucky | 4,407 | $2.14M | 0.02% | −1,022−18.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 4,366 | $2.12M | 0.01% | −779−15.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 4,360 | $2.12M | 0.23% | +360+9.0% | Added |
| Eads & Heald Wealth Management | 4,259 | $2.07M | 0.90% | −154−3.5% | Reduced |
| Shell Asset Management Co | 4,241 | $2.06M | 0.04% | +495+13.2% | Added |
| Taylor Frigon Capital Management LLC | 4,216 | $2.05M | 0.64% | +34+0.8% | Added |
| Stonnington Group, LLC | 4,561 | $2.03M | 0.44% | −410−8.2% | Reduced |
| NN Investment Partners Holdings N.V. | 4,074 | $1.98M | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 4,072 | $1.98M | 0.04% | +436+12.0% | Added |
| Liontrust Investment Partners LLP | 4,000 | $1.94M | 0.02% | +4,000 | New |
| ICW Investment Advisors LLC | 3,905 | $1.90M | 1.06% | +56+1.5% | Added |
| Hartford Investment Management Co | 3,834 | $1.86M | 0.04% | +3,834 | New |
| South Dakota Investment Council | 3,820 | $1.86M | 0.03% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,814 | $1.85M | 0.05% | −75−1.9% | Reduced |
| FDx Advisors, Inc. | 3,707 | $1.80M | 0.05% | +1,520+69.5% | Added |
| First Hawaiian Bank | 3,651 | $1.77M | 0.05% | +601+19.7% | Added |
| Banque Cantonale Vaudoise | 3,600 | $1.75M | 0.07% | +700+24.1% | Added |
| CIBC Asset Management Inc | 3,552 | $1.73M | 0.01% | +2,031+133.5% | Added |
| Venturi Wealth Management, LLC | 3,548 | $1.72M | 0.13% | −340−8.7% | Reduced |
| AE Wealth Management LLC | 3,542 | $1.72M | 0.01% | +129+3.8% | Added |
| PFG Advisors | 3,518 | $1.71M | 0.17% | −33−0.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,514 | $1.71M | 0.03% | +1,738+97.9% | Added |
| Provident Investment Management, Inc. | 3,450 | $1.68M | 0.15% | −262−7.1% | Reduced |
| Capital Investment Services of America, Inc. | 3,400 | $1.65M | 0.15% | 00.0% | Unchanged |
| JustInvest LLC | 3,376 | $1.64M | 0.10% | +1,022+43.4% | Added |
| Seeyond | 3,316 | $1.61M | 0.15% | +655+24.6% | Added |
| K.J. Harrison & Partners Inc | 3,300 | $1.61M | 0.23% | +50+1.5% | Added |
| Tower Research Capital LLC (TRC) | 3,250 | $1.58M | 0.03% | +1,353+71.3% | Added |
| Securian Asset Management, Inc | 3,228 | $1.57M | 0.03% | −151−4.5% | Reduced |