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, Q1 2022
Institutional positions in Factset Research Systems Inc as of Mar 31, 2022. 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
- 704
- +15 vs. Q4 2021
- Shares held
- 34.3M
- +249.1K (+0.7%) vs. Q4 2021
- Total value
- $14.8B
- −$1.64B (−9.9%) vs. Q4 2021
- New holders
- 82
- 247 more added
- Sold out
- 67
- 239 more reduced
6 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Factset Research Systems Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,298,111 | $1.87B | 0.04% | +52,604+1.2% | Added |
| BlackRock Inc. | 3,694,956 | $1.60B | 0.04% | +89,401+2.5% | Added |
| Bamco Inc | 2,674,376 | $1.16B | 2.86% | +16,896+0.6% | Added |
| Loomis Sayles & Co L P | 2,116,497 | $918.9M | 1.23% | −85,949−3.9% | Reduced |
| State Street Corp | 1,988,080 | $863.1M | 0.04% | +32,550+1.7% | Added |
| Wells Fargo & Company | 1,652,356 | $717.4M | 0.19% | +15,519+0.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,199,549 | $520.8M | 1.38% | −49,124−3.9% | Reduced |
| Ninety One UK Ltd | 1,168,264 | $507.2M | 1.29% | +64,569+5.9% | Added |
| Geode Capital Management, LLC | 877,368 | $380.2M | 0.05% | +49,552+6.0% | Added |
| Bank of America Corp | 664,985 | $288.7M | 0.03% | −50,075−7.0% | Reduced |
| Fiera Capital Corp | 451,012 | $195.8M | 0.51% | −3,485−0.8% | Reduced |
| Amundi | 406,553 | $180.4M | 0.12% | +50,351+14.1% | Added |
| Northern Trust Corp | 403,609 | $175.2M | 0.03% | −2,377−0.6% | Reduced |
| Echo Street Capital Management LLC | 397,999 | $172.8M | 1.25% | +83,031+26.4% | Added |
| Atlanta Capital Management Co L L C | 324,873 | $141.0M | 0.52% | −1,738−0.5% | Reduced |
| Charles Schwab Investment Management Inc | 310,417 | $134.8M | 0.04% | +7,758+2.6% | Added |
| Bank of New York Mellon Corp | 283,287 | $123.0M | 0.02% | −7,142−2.5% | Reduced |
| Legal & General Group Plc | 277,453 | $120.5M | 0.04% | +4,429+1.6% | Added |
| Invesco Ltd. | 266,589 | $115.7M | 0.03% | +25,849+10.7% | Added |
| American Capital Management Inc | 250,667 | $108.8M | 3.21% | +1,396+0.6% | Added |
| Dimensional Fund Advisors LP | 249,190 | $108.2M | 0.03% | −9,711−3.8% | Reduced |
| Boston Trust Walden Corp | 239,434 | $104.0M | 0.86% | +13,330+5.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 227,549 | $98.8M | 0.07% | −56,713−20.0% | Reduced |
| UBS Asset Management Americas Inc | 208,515 | $90.5M | 0.04% | +5,830+2.9% | Added |
| Tandem Investment Advisors, Inc. | 208,045 | $90.3M | 5.54% | +33,038+18.9% | Added |
| Ameriprise Financial Inc | 193,797 | $84.0M | 0.02% | +6,700+3.6% | Added |
| Nuveen Asset Management, LLC | 179,508 | $78.5M | 0.03% | +2,032+1.1% | Added |
| AustralianSuper Pty Ltd | 178,785 | $77.6M | 0.45% | +114,793+179.4% | Added |
| JPMorgan Chase & Co | 165,617 | $71.9M | 0.01% | +31,867+23.8% | Added |
| Junto Capital Management LP | 159,753 | $69.4M | 1.91% | +159,753 | New |
| Price T Rowe Associates Inc | 158,012 | $68.6M | 0.01% | +2,985+1.9% | Added |
| Parametric Portfolio Associates LLC | 155,657 | $67.6M | 0.04% | +22,135+16.6% | Added |
| Schroder Investment Management Group | 149,415 | $65.7M | 0.09% | −4,165−2.7% | Reduced |
| Ninety One North America, Inc. | 150,182 | $65.2M | 2.39% | +7,603+5.3% | Added |
| Everett Harris & Co | 147,931 | $64.2M | 0.91% | 00.0% | Unchanged |
| Royal Bank of Canada | 141,696 | $61.5M | 0.02% | +42,791+43.3% | Added |
| Goldman Sachs Group Inc | 137,752 | $59.8M | 0.02% | +20,590+17.6% | Added |
| California Public Employees Retirement System | 136,200 | $59.1M | 0.05% | −420.0% | Reduced |
| Natixis Advisors, L.P. | 134,149 | $58.2M | 0.22% | −7,122−5.0% | Reduced |
| Janus Henderson Group PLC | 132,895 | $57.7M | 0.03% | −50,096−27.4% | Reduced |
| Franklin Resources Inc | 130,716 | $56.8M | 0.02% | +104,937+407.1% | Added |
| Nordea Investment Management AB | 117,750 | $52.0M | 0.07% | +2,975+2.6% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 116,720 | $50.7M | 0.60% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 116,143 | $50.4M | 0.06% | +41,044+54.7% | Added |
| Eaton Vance Management | 109,183 | $47.4M | 0.05% | +8,444+8.4% | Added |
| Deutsche Bank AG | 108,760 | $47.2M | 0.02% | −7,655−6.6% | Reduced |
| Rockefeller Capital Management L.P. | 106,665 | $46.3M | 0.22% | −1,469−1.4% | Reduced |
| Morgan Stanley | 103,531 | $44.9M | 0.01% | −591,483−85.1% | Reduced |
| Teacher Retirement System of Texas | 99,516 | $43.2M | 0.22% | +25,841+35.1% | Added |
| Adage Capital Partners GP, L.L.C. | 99,500 | $43.2M | 0.08% | +59,400+148.1% | Added |
| Virginia Retirement Systems Et Al | 97,300 | $42.2M | 0.40% | 00.0% | Unchanged |
| Lord, Abbett & Co. LLC | 95,000 | $41.2M | 0.11% | +77,713+449.5% | Added |
| Alyeska Investment Group, L.P. | 89,873 | $39.0M | 0.43% | −18,293−16.9% | Reduced |
| Raymond James & Associates | 89,730 | $39.0M | 0.03% | −44,592−33.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 88,008 | $38.2M | 0.13% | +15,485+21.4% | Added |
| HighTower Advisors, LLC | 82,841 | $36.0M | 0.08% | +1,024+1.3% | Added |
| HSBC Holdings PLC | 78,097 | $34.1M | 0.05% | −9,171−10.5% | Reduced |
| Barclays PLC | 77,312 | $33.6M | 0.03% | −34,046−30.6% | Reduced |
| Credit Suisse AG | 76,998 | $33.4M | 0.03% | +7,914+11.5% | Added |
| Earnest Partners LLC | 76,938 | $33.4M | 0.20% | +1,366+1.8% | Added |
| FMR LLC | 75,476 | $32.8M | 0.00% | +26,350+53.6% | Added |
| Assenagon Asset Management S.A. | 75,449 | $32.8M | 0.11% | −15,994−17.5% | Reduced |
| Wellington Management Group LLP | 74,258 | $32.2M | 0.01% | −22,364−23.1% | Reduced |
| Norges Bank | 73,755 | $32.0M | 0.01% | +56,257+321.5% | Added |
| Dundas Partners LLP | 73,709 | $32.0M | 2.91% | +20,130+37.6% | Added |
| Caisse de Depot Et Placement du Quebec | 69,977 | $30.4M | 0.07% | −80,000−53.3% | Reduced |
| Squarepoint Ops LLC | 66,878 | $29.0M | 0.22% | +65,806+6,138.6% | Added |
| Man Group plc | 66,827 | $29.0M | 0.10% | +5,450+8.9% | Added |
| Prudential Financial Inc | 66,257 | $28.8M | 0.04% | +30,449+85.0% | Added |
| Rhumbline Advisers | 64,185 | $27.9M | 0.04% | −495−0.8% | Reduced |
| Victory Capital Management Inc | 68,427 | $27.6M | 0.03% | +11,798+20.8% | Added |
| Citadel Advisors LLC | 63,504 | $27.6M | 0.03% | +46,909+282.7% | Added |
| California State Teachers Retirement System | 61,806 | $26.8M | 0.04% | −4,108−6.2% | Reduced |
| National Pension Service | 60,397 | $26.2M | 0.05% | −1,863−3.0% | Reduced |
| New York State Common Retirement Fund | 59,000 | $25.6M | 0.03% | −1,137−1.9% | Reduced |
| Voya Investment Management LLC | 58,360 | $25.3M | 0.05% | −1,057−1.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 58,200 | $25.3M | 0.06% | +46,584+401.0% | Added |
| Copeland Capital Management, LLC | 58,076 | $25.2M | 0.69% | −3,179−5.2% | Reduced |
| PGGM Investments | 51,727 | $25.1M | 0.13% | 00.0% | Unchanged |
| Millennium Management LLC | 55,651 | $24.2M | 0.03% | −99,128−64.0% | Reduced |
| Thrivent Financial for Lutherans | 54,710 | $23.8M | 0.05% | +43,557+390.5% | Added |
| Principal Financial Group Inc | 52,865 | $23.0M | 0.01% | −1,345−2.5% | Reduced |
| UBS Group AG | 50,968 | $22.1M | 0.01% | +6,465+14.5% | Added |
| Two Sigma Advisers, LP | 50,200 | $21.8M | 0.06% | −51,100−50.4% | Reduced |
| State Board of Administration of Florida Retirement System | 48,727 | $21.2M | 0.04% | −1,610−3.2% | Reduced |
| Alliancebernstein L.P. | 48,621 | $21.1M | 0.01% | −295−0.6% | Reduced |
| Royal London Asset Management Ltd | 48,541 | $21.1M | 0.08% | −9,766−16.7% | Reduced |
| Cubist Systematic Strategies, LLC | 48,397 | $21.0M | 0.18% | +8,489+21.3% | Added |
| Saybrook Capital | 45,499 | $19.8M | 5.31% | −998−2.1% | Reduced |
| HRT Financial LP | 45,098 | $19.6M | 0.14% | +45,098 | New |
| Citigroup Inc | 43,953 | $19.1M | 0.02% | −4,611−9.5% | Reduced |
| New York State Teachers Retirement System | 43,852 | $19.0M | 0.04% | +210+0.5% | Added |
| Railway Pension Investments Ltd | 43,400 | $18.8M | 0.15% | 00.0% | Unchanged |
| Truist Financial Corp | 41,213 | $17.9M | 0.03% | −959−2.3% | Reduced |
| Dock Street Asset Management Inc | 41,031 | $17.8M | 3.20% | +271+0.7% | Added |
| Bank of Montreal | 39,560 | $17.4M | 0.01% | −2,873−6.8% | Reduced |
| Qube Research & Technologies Ltd | 39,359 | $17.1M | 0.15% | +39,359 | New |
| Susquehanna Fundamental Investments, LLC | 39,252 | $17.0M | 0.33% | +34,678+758.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 39,035 | $16.9M | 0.03% | −7,078−15.3% | Reduced |
| Stifel Financial Corp | 38,813 | $16.9M | 0.02% | −8,013−17.1% | Reduced |