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 |
|---|---|---|---|---|---|
| Institutional & Family Asset Management, LLC | 8,404 | $3.65M | 0.58% | +111+1.3% | Added |
| Nomura Asset Management Co Ltd | 8,538 | $3.71M | 0.02% | +152+1.8% | Added |
| D. E. Shaw & Co., Inc. | 8,805 | $3.82M | 0.01% | +8,805 | New |
| CIBC World Markets Corp | 8,864 | $3.85M | 0.03% | +753+9.3% | Added |
| Eukles Asset Management | 8,964 | $3.89M | 2.12% | −329−3.5% | Reduced |
| Somerset Trust Co | 9,003 | $3.91M | 1.51% | +8+0.1% | Added |
| TownSquare Capital, LLC | 9,159 | $3.98M | 0.10% | −498−5.2% | Reduced |
| Commonwealth Equity Services, LLC | 9,295 | $4.04M | 0.01% | −39−0.4% | Reduced |
| EHP Funds Inc. | 9,360 | $4.06M | 0.68% | +9,360 | New |
| DekaBank Deutsche Girozentrale | 9,362 | $4.15M | 0.01% | +1,132+13.8% | Added |
| AQR Capital Management LLC | 9,615 | $4.17M | 0.01% | −6,629−40.8% | Reduced |
| Marks Group Wealth Management, Inc | 9,770 | $4.24M | 0.53% | +710+7.8% | Added |
| Jane Street Group, LLC | 9,949 | $4.32M | 0.01% | −98,083−90.8% | Reduced |
| Putnam Investments LLC | 10,031 | $4.36M | 0.01% | +3,521+54.1% | Added |
| Storebrand Asset Management AS | 10,241 | $4.45M | 0.02% | −2,741−21.1% | Reduced |
| ProShare Advisors LLC | 10,338 | $4.49M | 0.01% | −135−1.3% | Reduced |
| Arizona State Retirement System | 10,478 | $4.55M | 0.04% | +191+1.9% | Added |
| M&T Bank Corp | 10,615 | $4.61M | 0.02% | −842−7.3% | Reduced |
| Capital Insight Partners, LLC | 10,635 | $4.62M | 0.94% | +671+6.7% | Added |
| American International Group, Inc. | 11,352 | $4.93M | 0.03% | −260−2.2% | Reduced |
| JLB & Associates Inc | 11,364 | $4.93M | 0.74% | +6+0.1% | Added |
| Two Sigma Investments, LP | 11,483 | $4.99M | 0.01% | −75,017−86.7% | Reduced |
| Stephens Inc | 11,490 | $4.99M | 0.08% | −70−0.6% | Reduced |
| Heron Bay Capital Management | 11,572 | $5.02M | 2.47% | +429+3.8% | Added |
| MetLife Investment Management | 11,747 | $5.10M | 0.03% | +3,430+41.2% | Added |
| Baird Financial Group, Inc. | 11,810 | $5.13M | 0.01% | +25+0.2% | Added |
| Martingale Asset Management L P | 11,984 | $5.20M | 0.08% | −7,555−38.7% | Reduced |
| Point72 Europe (London) LLP | 12,100 | $5.25M | 1.93% | +12,100 | New |
| Forsta Ap-Fonden | 12,200 | $5.30M | 0.06% | −400−3.2% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 12,219 | $5.30M | 0.05% | −287−2.3% | Reduced |
| Hendershot Investments Inc. | 12,388 | $5.38M | 0.82% | −35−0.3% | Reduced |
| Retirement Systems of Alabama | 12,523 | $5.44M | 0.02% | +49+0.4% | Added |
| US Bancorp | 12,771 | $5.55M | 0.01% | −1,203−8.6% | Reduced |
| Nisa Investment Advisors, LLC | 12,900 | $5.60M | 0.04% | −4,233−24.7% | Reduced |
| Oregon Public Employees Retirement Fund | 12,989 | $5.64M | 0.06% | +1,081+9.1% | Added |
| Commerce Bank | 13,085 | $5.68M | 0.04% | +347+2.7% | Added |
| Susquehanna International Group, LLP | 13,218 | $5.74M | 0.01% | −31,682−70.6% | Reduced |
| Hancock Whitney Corp | 13,489 | $5.86M | 0.20% | +4,746+54.3% | Added |
| Erste Asset Management GmbH | 13,600 | $5.98M | 0.11% | −100−0.7% | Reduced |
| Advisor Group Holdings, Inc. | 21,701 | $6.00M | 0.01% | +725+3.5% | Added |
| Trexquant Investment LP | 13,971 | $6.07M | 0.28% | +13,971 | New |
| Regions Financial Corp | 14,009 | $6.08M | 0.05% | −3,324−19.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,231 | $6.18M | 0.03% | +1,103+8.4% | Added |
| Korea Investment CORP | 14,800 | $6.42M | 0.02% | +2,500+20.3% | Added |
| Summit Global Investments | 15,190 | $6.59M | 0.49% | +5,332+54.1% | Added |
| National Bank of Canada | 15,279 | $6.63M | 0.03% | +1,286+9.2% | Added |
| Amalgamated Bank | 15,477 | $6.72M | 0.05% | +166+1.1% | Added |
| Amalgamated Financial Corp. | 15,477 | $6.72M | 0.05% | +15,477 | New |
| Fisher Asset Management, LLC | 15,760 | $6.84M | 0.00% | +199+1.3% | Added |
| Mattern Capital Management, LLC | 15,906 | $6.91M | 1.23% | +142+0.9% | Added |
| Treasurer of the State of North Carolina | 16,000 | $6.95M | 0.04% | +1,750+12.3% | Added |
| Daiwa Securities Group Inc. | 16,437 | $7.14M | 0.04% | +939+6.1% | Added |
| Voloridge Investment Management, LLC | 16,504 | $7.17M | 0.04% | −3,373−17.0% | Reduced |
| Core Alternative Capital | 16,944 | $7.36M | 1.97% | −4,761−21.9% | Reduced |
| State of Alaska, Department of Revenue | 17,294 | $7.51M | 0.08% | −832−4.6% | Reduced |
| Banco Santander, S.A. | 17,510 | $7.60M | 0.08% | +3,350+23.7% | Added |
| Jensen Investment Management Inc | 17,850 | $7.75M | 0.06% | +1,570+9.6% | Added |
| Standard Life Aberdeen plc | 17,563 | $7.78M | 0.02% | +2,063+13.3% | Added |
| Atria Investments LLC | 18,196 | $7.90M | 0.14% | −136−0.7% | Reduced |
| Boulder Hill Capital Management LP | 18,200 | $7.90M | 4.24% | +18,200 | New |
| KBC Group NV | 18,265 | $7.93M | 0.03% | +4,039+28.4% | Added |
| Great West Life Assurance Co | 17,510 | $7.99M | 0.02% | −1,455−7.7% | Reduced |
| Guggenheim Capital LLC | 18,529 | $8.04M | 0.05% | +8,016+76.2% | Added |
| Asset Management One Co.,Ltd. | 18,541 | $8.05M | 0.03% | −382−2.0% | Reduced |
| Rafferty Asset Management, LLC | 19,081 | $8.28M | 0.05% | −922−4.6% | Reduced |
| Willis Investment Counsel | 19,200 | $8.34M | 0.44% | +7,900+69.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 19,247 | $8.36M | 0.03% | +1,617+9.2% | Added |
| Pictet Asset Management SA | 19,795 | $8.59M | 0.01% | +897+4.7% | Added |
| BNP Paribas Arbitrage, SA | 20,077 | $8.72M | 0.02% | +1,383+7.4% | Added |
| Illinois Municipal Retirement Fund | 20,374 | $8.85M | 0.26% | +7,966+64.2% | Added |
| Janney Montgomery Scott LLC | 20,482 | $8.89M | 0.04% | +418+2.1% | Added |
| State of New Jersey Common Pension Fund D | 21,060 | $9.14M | 0.03% | −595−2.7% | Reduced |
| JGP Wealth Management, LLC | 20,704 | $9.15M | 1.69% | −1,034−4.8% | Reduced |
| Toronto Dominion Bank | 21,102 | $9.16M | 0.01% | −6,970−24.8% | Reduced |
| Cypress Capital, LLC | 21,216 | $9.21M | 1.13% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 21,224 | $9.21M | 0.02% | −5,167−19.6% | Reduced |
| AXA S.A. | 21,319 | $9.26M | 0.03% | −600−2.7% | Reduced |
| Point72 Asset Management, L.P. | 21,529 | $9.35M | 0.04% | +21,529 | New |
| Papp L Roy & Associates | 22,173 | $9.63M | 1.20% | −1,359−5.8% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 23,099 | $10.0M | 0.03% | +149+0.6% | Added |
| TCW Group Inc | 23,521 | $10.2M | 0.10% | −4,026−14.6% | Reduced |
| Public Employees Retirement System of Ohio | 23,869 | $10.4M | 0.04% | −1,322−5.2% | Reduced |
| Mn Services Vermogensbeheer B.V. | 27,600 | $12.0M | 0.08% | −500−1.8% | Reduced |
| State of Wisconsin Investment Board | 28,109 | $12.2M | 0.03% | +8,579+43.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 28,632 | $12.4M | 0.03% | +1,596+5.9% | Added |
| Manufacturers Life Insurance Company, The | 28,648 | $12.4M | 0.01% | +4,349+17.9% | Added |
| Marshall Wace, LLP | 28,655 | $12.4M | 0.03% | −54,937−65.7% | Reduced |
| SEI Investments Co | 29,521 | $12.8M | 0.03% | +4,763+19.2% | Added |
| Russell Investments Group, Ltd. | 29,702 | $12.9M | 0.02% | +7,309+32.6% | Added |
| LPL Financial LLC | 29,936 | $13.0M | 0.01% | +2,065+7.4% | Added |
| Gateway Investment Advisers LLC | 30,968 | $13.4M | 0.13% | +12,094+64.1% | Added |
| TD Asset Management Inc | 31,092 | $13.5M | 0.01% | +16,778+117.2% | Added |
| State of Michigan Retirement System | 31,195 | $13.5M | 0.08% | +1,635+5.5% | Added |
| Bath Savings Trust Co | 31,581 | $13.7M | 1.56% | −666−2.1% | Reduced |
| Wendell David Associates Inc | 31,610 | $13.7M | 1.53% | −965−3.0% | Reduced |
| Aviva PLC | 31,991 | $13.9M | 0.07% | +12,503+64.2% | Added |
| Oribel Capital Management, LP | 32,200 | $14.0M | 2.67% | +32,200 | New |
| 2Xideas AG | 32,473 | $14.1M | 0.99% | −3,898−10.7% | Reduced |
| First Trust Advisors LP | 33,377 | $14.5M | 0.01% | +566+1.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 34,881 | $15.1M | 0.03% | +578+1.7% | Added |