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 |
|---|---|---|---|---|---|
| USS Investment Management Ltd | 3,391 | $1.47M | 0.01% | −4,997−59.6% | Reduced |
| Fort Washington Investment Advisors Inc | 3,425 | $1.49M | 0.01% | +1,705+99.1% | Added |
| Wealthfront Advisers LLC | 3,446 | $1.50M | 0.01% | +2,006+139.3% | Added |
| Hartford Investment Management Co | 3,600 | $1.56M | 0.04% | −234−6.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 3,632 | $1.58M | 0.06% | +594+19.6% | Added |
| AE Wealth Management LLC | 3,661 | $1.59M | 0.01% | +119+3.4% | Added |
| Capital Investment Services of America, Inc. | 3,400 | $1.65M | 0.15% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 3,858 | $1.68M | 0.06% | +151+4.1% | Added |
| Shell Asset Management Co | 3,875 | $1.68M | 0.04% | −366−8.6% | Reduced |
| Tobam | 3,896 | $1.69M | 0.09% | +3,788+3,507.4% | Added |
| ICW Investment Advisors LLC | 3,919 | $1.70M | 0.98% | +14+0.4% | Added |
| NewEdge Wealth, LLC | 3,967 | $1.72M | 0.08% | −1,092−21.6% | Reduced |
| Leverage Partners Absolute Return Fund SPC | 4,000 | $1.74M | 1.24% | −2,500−38.5% | Reduced |
| Liontrust Investment Partners LLP | 4,000 | $1.74M | 0.02% | 00.0% | Unchanged |
| Pensionfund Sabic | 4,000 | $1.74M | 0.43% | −500−11.1% | Reduced |
| Winton Group Ltd | 4,036 | $1.75M | 0.09% | +2,635+188.1% | Added |
| Donoghue Forlines LLC | 4,109 | $1.78M | 0.39% | −1,314−24.2% | Reduced |
| Taylor Frigon Capital Management LLC | 4,137 | $1.80M | 0.67% | −79−1.9% | Reduced |
| Eads & Heald Wealth Management | 4,162 | $1.81M | 0.84% | −97−2.3% | Reduced |
| Crossmark Global Holdings, Inc. | 4,170 | $1.81M | 0.04% | +98+2.4% | Added |
| Allspring Global Investments Holdings, LLC | 4,190 | $1.82M | 0.00% | +1,542+58.2% | Added |
| First Hawaiian Bank | 4,210 | $1.83M | 0.06% | +559+15.3% | Added |
| Cordatus Wealth Management LLC | 4,250 | $1.84M | 0.65% | −4,509−51.5% | Reduced |
| JustInvest LLC | 4,463 | $1.94M | 0.09% | +1,087+32.2% | Added |
| Westwood Holdings Group Inc. | 4,492 | $1.95M | 0.02% | −442−9.0% | Reduced |
| Stonnington Group, LLC | 4,526 | $1.96M | 0.47% | −35−0.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,535 | $1.97M | 0.02% | −155−3.3% | Reduced |
| Profit Investment Management, LLC | 4,565 | $1.98M | 1.22% | −152−3.2% | Reduced |
| Public Employees Retirement Association of Colorado | 4,585 | $1.99M | 0.01% | −259−5.3% | Reduced |
| Baker Tilly Wealth Management, LLC | 4,607 | $2.00M | 0.22% | +247+5.7% | Added |
| Advisory Services Network, LLC | 4,636 | $2.01M | 0.06% | +822+21.6% | Added |
| Formidable Asset Management, LLC | 4,707 | $2.04M | 0.39% | −49−1.0% | Reduced |
| TrimTabs Asset Management, LLC | 4,783 | $2.08M | 0.70% | +2,286+91.5% | Added |
| Bridgeway Capital Management, LLC | 4,800 | $2.08M | 0.04% | +4,800 | New |
| Vestmark Advisory Solutions, Inc. | 4,842 | $2.10M | 0.12% | −1,515−23.8% | Reduced |
| Achmea Investment Management B.V. | 4,841 | $2.10M | 0.05% | +3,057+171.4% | Added |
| Caas Capital Management LP | 4,862 | $2.11M | 0.37% | +4,862 | New |
| Mirabella Financial Services LLP | 4,868 | $2.11M | 0.24% | +4,868 | New |
| Macquarie Group Ltd | 4,888 | $2.12M | 0.00% | 00.0% | Unchanged |
| Texas Permanent School Fund | 4,903 | $2.13M | 0.03% | −291−5.6% | Reduced |
| Logan Capital Management Inc | 4,909 | $2.13M | 0.10% | −222−4.3% | Reduced |
| 1832 Asset Management L.P. | 5,039 | $2.16M | 0.00% | +5,039 | New |
| Mutual of America Capital Management LLC | 5,043 | $2.19M | 0.02% | +78+1.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,057 | $2.19M | 0.02% | +332+7.0% | Added |
| Van Eck Associates Corp | 5,089 | $2.21M | 0.00% | +499+10.9% | Added |
| Kesler, Norman & Wride, LLC | 5,158 | $2.24M | 0.50% | −14−0.3% | Reduced |
| Aurora Investment Managers, LLC. | 5,170 | $2.25M | 1.67% | +5,170 | New |
| Tower Research Capital LLC (TRC) | 5,217 | $2.27M | 0.02% | +1,967+60.5% | Added |
| Public Sector Pension Investment Board | 5,270 | $2.29M | 0.01% | −1,010−16.1% | Reduced |
| Kensington Investment Counsel, LLC | 5,370 | $2.33M | 1.54% | −471−8.1% | Reduced |
| Mackay Shields LLC | 5,428 | $2.36M | 0.02% | −192−3.4% | Reduced |
| Acadian Asset Management LLC | 5,461 | $2.37M | 0.01% | −8,877−61.9% | Reduced |
| Yousif Capital Management, LLC | 5,460 | $2.37M | 0.03% | −364−6.3% | Reduced |
| Richard Bernstein Advisors LLC | 5,481 | $2.38M | 0.05% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 5,494 | $2.38M | 0.04% | +565+11.5% | Added |
| Steward Partners Investment Advisory, LLC | 5,565 | $2.42M | 0.04% | +28+0.5% | Added |
| Handelsbanken Fonder AB | 5,651 | $2.45M | 0.01% | −300−5.0% | Reduced |
| Bokf, NA | 5,653 | $2.45M | 0.04% | −87−1.5% | Reduced |
| British Columbia Investment Management Corp | 5,811 | $2.52M | 0.02% | −823−12.4% | Reduced |
| Comerica Bank | 5,729 | $2.54M | 0.02% | −547−8.7% | Reduced |
| Umb Bank N A | 5,857 | $2.54M | 0.03% | −152−2.5% | Reduced |
| Xponance, Inc. | 5,862 | $2.54M | 0.04% | +125+2.2% | Added |
| Banque Cantonale Vaudoise | 5,900 | $2.56M | 0.11% | +2,300+63.9% | Added |
| First Personal Financial Services | 5,923 | $2.57M | 0.60% | −112−1.9% | Reduced |
| ING Groep NV | 5,997 | $2.60M | 0.03% | +1,084+22.1% | Added |
| Bright Rock Capital Management, LLC | 6,000 | $2.60M | 0.61% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 6,160 | $2.67M | 0.04% | +3,017+96.0% | Added |
| State of Tennessee, Treasury Department | 6,300 | $2.73M | 0.01% | −16,809−72.7% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 6,312 | $2.74M | 0.02% | +344+5.8% | Added |
| STRS Ohio | 6,397 | $2.78M | 0.01% | −349−5.2% | Reduced |
| Penobscot Investment Management Company, Inc. | 6,530 | $2.83M | 0.41% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 6,668 | $2.90M | 0.01% | +6,668 | New |
| Birch Capital Management, LLC | 6,685 | $2.90M | 1.79% | −110−1.6% | Reduced |
| Cullinan Associates Inc | 6,740 | $2.93M | 0.15% | −205−3.0% | Reduced |
| Gulf International Bank (UK) Ltd | 6,745 | $2.93M | 0.04% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 6,797 | $2.95M | 0.43% | −1,773−20.7% | Reduced |
| Utah Retirement Systems | 6,801 | $2.95M | 0.04% | −100−1.4% | Reduced |
| Neuberger Berman Group LLC | 6,927 | $3.01M | 0.00% | −292−4.0% | Reduced |
| Boothbay Fund Management, LLC | 7,000 | $3.04M | 0.10% | +7,000 | New |
| First Republic Investment Management, Inc. | 7,055 | $3.06M | 0.01% | +2,172+44.5% | Added |
| APG Asset Management N.V. | 7,903 | $3.08M | 0.01% | −1,700−17.7% | Reduced |
| Quantbot Technologies LP | 7,150 | $3.10M | 0.27% | +403+6.0% | Added |
| O'Shaughnessy Asset Management, LLC | 7,312 | $3.17M | 0.05% | +3,798+108.1% | Added |
| Prospera Financial Services Inc | 7,356 | $3.19M | 0.13% | −3,914−34.7% | Reduced |
| Stiles Financial Services Inc | 7,363 | $3.20M | 1.61% | +220+3.1% | Added |
| Whittier Trust Co | 7,395 | $3.21M | 0.05% | +489+7.1% | Added |
| DuPont Capital Management Corp | 7,481 | $3.25M | 0.13% | −1,368−15.5% | Reduced |
| Wolf Group Capital Advisors | 7,690 | $3.34M | 1.71% | −15,860−67.3% | Reduced |
| Coastline Trust Co | 7,775 | $3.38M | 0.41% | +80+1.0% | Added |
| Alberta Investment Management Corp | 7,800 | $3.39M | 0.02% | −1,000−11.4% | Reduced |
| CIBC Asset Management Inc | 7,882 | $3.42M | 0.01% | +4,330+121.9% | Added |
| Brown Advisory Inc | 7,972 | $3.46M | 0.01% | −1,361−14.6% | Reduced |
| Nissay Asset Management Corp | 7,980 | $3.46M | 0.03% | +3,545+79.9% | Added |
| Mackenzie Financial Corp | 7,986 | $3.47M | 0.00% | +1,108+16.1% | Added |
| Coastal Bridge Advisors, LLC | 8,021 | $3.48M | 0.80% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 8,058 | $3.50M | 0.09% | −9,760−54.8% | Reduced |
| Evoke Wealth, LLC | 8,183 | $3.55M | 0.12% | −111−1.3% | Reduced |
| Sepio Capital, LP | 8,282 | $3.60M | 0.32% | −1,081−11.5% | Reduced |
| Zacks Investment Management | 8,316 | $3.61M | 0.05% | +8,316 | New |
| Great Lakes Advisors, LLC | 8,326 | $3.61M | 0.06% | −142−1.7% | Reduced |