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 |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 37,192 | $16.1M | 0.01% | −3,317−8.2% | Reduced |
| Ergoteles LLC | 37,441 | $16.3M | 0.62% | +37,441 | New |
| Bank of Nova Scotia | 38,427 | $16.7M | 0.03% | +8,230+27.3% | Added |
| Envestnet Asset Management Inc | 38,670 | $16.8M | 0.01% | −3,734−8.8% | Reduced |
| Stifel Financial Corp | 38,813 | $16.9M | 0.02% | −8,013−17.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 39,035 | $16.9M | 0.03% | −7,078−15.3% | Reduced |
| Susquehanna Fundamental Investments, LLC | 39,252 | $17.0M | 0.33% | +34,678+758.2% | Added |
| Qube Research & Technologies Ltd | 39,359 | $17.1M | 0.15% | +39,359 | New |
| Bank of Montreal | 39,560 | $17.4M | 0.01% | −2,873−6.8% | Reduced |
| Dock Street Asset Management Inc | 41,031 | $17.8M | 3.20% | +271+0.7% | Added |
| Truist Financial Corp | 41,213 | $17.9M | 0.03% | −959−2.3% | Reduced |
| Railway Pension Investments Ltd | 43,400 | $18.8M | 0.15% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 43,852 | $19.0M | 0.04% | +210+0.5% | Added |
| Citigroup Inc | 43,953 | $19.1M | 0.02% | −4,611−9.5% | Reduced |
| HRT Financial LP | 45,098 | $19.6M | 0.14% | +45,098 | New |
| Saybrook Capital | 45,499 | $19.8M | 5.31% | −998−2.1% | Reduced |
| Cubist Systematic Strategies, LLC | 48,397 | $21.0M | 0.18% | +8,489+21.3% | Added |
| Royal London Asset Management Ltd | 48,541 | $21.1M | 0.08% | −9,766−16.7% | Reduced |
| Alliancebernstein L.P. | 48,621 | $21.1M | 0.01% | −295−0.6% | Reduced |
| State Board of Administration of Florida Retirement System | 48,727 | $21.2M | 0.04% | −1,610−3.2% | Reduced |
| Two Sigma Advisers, LP | 50,200 | $21.8M | 0.06% | −51,100−50.4% | Reduced |
| UBS Group AG | 50,968 | $22.1M | 0.01% | +6,465+14.5% | Added |
| Principal Financial Group Inc | 52,865 | $23.0M | 0.01% | −1,345−2.5% | Reduced |
| Thrivent Financial for Lutherans | 54,710 | $23.8M | 0.05% | +43,557+390.5% | Added |
| Millennium Management LLC | 55,651 | $24.2M | 0.03% | −99,128−64.0% | Reduced |
| PGGM Investments | 51,727 | $25.1M | 0.13% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 58,076 | $25.2M | 0.69% | −3,179−5.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 58,200 | $25.3M | 0.06% | +46,584+401.0% | Added |
| Voya Investment Management LLC | 58,360 | $25.3M | 0.05% | −1,057−1.8% | Reduced |
| New York State Common Retirement Fund | 59,000 | $25.6M | 0.03% | −1,137−1.9% | Reduced |
| National Pension Service | 60,397 | $26.2M | 0.05% | −1,863−3.0% | Reduced |
| California State Teachers Retirement System | 61,806 | $26.8M | 0.04% | −4,108−6.2% | Reduced |
| Citadel Advisors LLC | 63,504 | $27.6M | 0.03% | +46,909+282.7% | Added |
| Victory Capital Management Inc | 68,427 | $27.6M | 0.03% | +11,798+20.8% | Added |
| Rhumbline Advisers | 64,185 | $27.9M | 0.04% | −495−0.8% | Reduced |
| Prudential Financial Inc | 66,257 | $28.8M | 0.04% | +30,449+85.0% | Added |
| Man Group plc | 66,827 | $29.0M | 0.10% | +5,450+8.9% | Added |
| Squarepoint Ops LLC | 66,878 | $29.0M | 0.22% | +65,806+6,138.6% | Added |
| Caisse de Depot Et Placement du Quebec | 69,977 | $30.4M | 0.07% | −80,000−53.3% | Reduced |
| Dundas Partners LLP | 73,709 | $32.0M | 2.91% | +20,130+37.6% | Added |
| Norges Bank | 73,755 | $32.0M | 0.01% | +56,257+321.5% | Added |
| Wellington Management Group LLP | 74,258 | $32.2M | 0.01% | −22,364−23.1% | Reduced |
| Assenagon Asset Management S.A. | 75,449 | $32.8M | 0.11% | −15,994−17.5% | Reduced |
| FMR LLC | 75,476 | $32.8M | 0.00% | +26,350+53.6% | Added |
| Earnest Partners LLC | 76,938 | $33.4M | 0.20% | +1,366+1.8% | Added |
| Credit Suisse AG | 76,998 | $33.4M | 0.03% | +7,914+11.5% | Added |
| Barclays PLC | 77,312 | $33.6M | 0.03% | −34,046−30.6% | Reduced |
| HSBC Holdings PLC | 78,097 | $34.1M | 0.05% | −9,171−10.5% | Reduced |
| HighTower Advisors, LLC | 82,841 | $36.0M | 0.08% | +1,024+1.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 88,008 | $38.2M | 0.13% | +15,485+21.4% | Added |
| Raymond James & Associates | 89,730 | $39.0M | 0.03% | −44,592−33.2% | Reduced |
| Alyeska Investment Group, L.P. | 89,873 | $39.0M | 0.43% | −18,293−16.9% | Reduced |
| Lord, Abbett & Co. LLC | 95,000 | $41.2M | 0.11% | +77,713+449.5% | Added |
| Virginia Retirement Systems Et Al | 97,300 | $42.2M | 0.40% | 00.0% | Unchanged |
| Adage Capital Partners GP, L.L.C. | 99,500 | $43.2M | 0.08% | +59,400+148.1% | Added |
| Teacher Retirement System of Texas | 99,516 | $43.2M | 0.22% | +25,841+35.1% | Added |
| Morgan Stanley | 103,531 | $44.9M | 0.01% | −591,483−85.1% | Reduced |
| Rockefeller Capital Management L.P. | 106,665 | $46.3M | 0.22% | −1,469−1.4% | Reduced |
| Deutsche Bank AG | 108,760 | $47.2M | 0.02% | −7,655−6.6% | Reduced |
| Eaton Vance Management | 109,183 | $47.4M | 0.05% | +8,444+8.4% | Added |
| Lazard Asset Management LLC | 116,143 | $50.4M | 0.06% | +41,044+54.7% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 116,720 | $50.7M | 0.60% | 00.0% | Unchanged |
| Nordea Investment Management AB | 117,750 | $52.0M | 0.07% | +2,975+2.6% | Added |
| Franklin Resources Inc | 130,716 | $56.8M | 0.02% | +104,937+407.1% | Added |
| Janus Henderson Group PLC | 132,895 | $57.7M | 0.03% | −50,096−27.4% | Reduced |
| Natixis Advisors, L.P. | 134,149 | $58.2M | 0.22% | −7,122−5.0% | Reduced |
| California Public Employees Retirement System | 136,200 | $59.1M | 0.05% | −420.0% | Reduced |
| Goldman Sachs Group Inc | 137,752 | $59.8M | 0.02% | +20,590+17.6% | Added |
| Royal Bank of Canada | 141,696 | $61.5M | 0.02% | +42,791+43.3% | Added |
| Everett Harris & Co | 147,931 | $64.2M | 0.91% | 00.0% | Unchanged |
| Ninety One North America, Inc. | 150,182 | $65.2M | 2.39% | +7,603+5.3% | Added |
| Schroder Investment Management Group | 149,415 | $65.7M | 0.09% | −4,165−2.7% | Reduced |
| Parametric Portfolio Associates LLC | 155,657 | $67.6M | 0.04% | +22,135+16.6% | Added |
| Price T Rowe Associates Inc | 158,012 | $68.6M | 0.01% | +2,985+1.9% | Added |
| Junto Capital Management LP | 159,753 | $69.4M | 1.91% | +159,753 | New |
| JPMorgan Chase & Co | 165,617 | $71.9M | 0.01% | +31,867+23.8% | Added |
| AustralianSuper Pty Ltd | 178,785 | $77.6M | 0.45% | +114,793+179.4% | Added |
| Nuveen Asset Management, LLC | 179,508 | $78.5M | 0.03% | +2,032+1.1% | Added |
| Ameriprise Financial Inc | 193,797 | $84.0M | 0.02% | +6,700+3.6% | Added |
| Tandem Investment Advisors, Inc. | 208,045 | $90.3M | 5.54% | +33,038+18.9% | Added |
| UBS Asset Management Americas Inc | 208,515 | $90.5M | 0.04% | +5,830+2.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 227,549 | $98.8M | 0.07% | −56,713−20.0% | Reduced |
| Boston Trust Walden Corp | 239,434 | $104.0M | 0.86% | +13,330+5.9% | Added |
| Dimensional Fund Advisors LP | 249,190 | $108.2M | 0.03% | −9,711−3.8% | Reduced |
| American Capital Management Inc | 250,667 | $108.8M | 3.21% | +1,396+0.6% | Added |
| Invesco Ltd. | 266,589 | $115.7M | 0.03% | +25,849+10.7% | Added |
| Legal & General Group Plc | 277,453 | $120.5M | 0.04% | +4,429+1.6% | Added |
| Bank of New York Mellon Corp | 283,287 | $123.0M | 0.02% | −7,142−2.5% | Reduced |
| Charles Schwab Investment Management Inc | 310,417 | $134.8M | 0.04% | +7,758+2.6% | Added |
| Atlanta Capital Management Co L L C | 324,873 | $141.0M | 0.52% | −1,738−0.5% | Reduced |
| Echo Street Capital Management LLC | 397,999 | $172.8M | 1.25% | +83,031+26.4% | Added |
| Northern Trust Corp | 403,609 | $175.2M | 0.03% | −2,377−0.6% | Reduced |
| Amundi | 406,553 | $180.4M | 0.12% | +50,351+14.1% | Added |
| Fiera Capital Corp | 451,012 | $195.8M | 0.51% | −3,485−0.8% | Reduced |
| Bank of America Corp | 664,985 | $288.7M | 0.03% | −50,075−7.0% | Reduced |
| Geode Capital Management, LLC | 877,368 | $380.2M | 0.05% | +49,552+6.0% | Added |
| Ninety One UK Ltd | 1,168,264 | $507.2M | 1.29% | +64,569+5.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,199,549 | $520.8M | 1.38% | −49,124−3.9% | Reduced |
| Wells Fargo & Company | 1,652,356 | $717.4M | 0.19% | +15,519+0.9% | Added |
| State Street Corp | 1,988,080 | $863.1M | 0.04% | +32,550+1.7% | Added |