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 |
|---|---|---|---|---|---|
| Loomis Sayles & Co L P | 2,116,497 | $918.9M | 1.23% | −85,949−3.9% | Reduced |
| Bamco Inc | 2,674,376 | $1.16B | 2.86% | +16,896+0.6% | Added |
| BlackRock Inc. | 3,694,956 | $1.60B | 0.04% | +89,401+2.5% | Added |
| Vanguard Group Inc | 4,298,111 | $1.87B | 0.04% | +52,604+1.2% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −18,764−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −15,897−100.0% | Sold out |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −11,698−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −6,262−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −6,223−100.0% | Sold out |
| Bishop Rock Capital, L.P. | 0 | $0 | 0.00% | −6,118−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −4,785−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −4,771−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −4,435−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −4,366−100.0% | Sold out |
| PFG Advisors | 0 | $0 | 0.00% | −3,518−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −3,164−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −2,701−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −2,633−100.0% | Sold out |
| Ovata Capital Management Ltd | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −2,428−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −2,349−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −2,002−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −1,997−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Seascape Capital Management | 0 | $0 | 0.00% | −1,441−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −1,290−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −1,087−100.0% | Sold out |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Nations Financial Group Inc, | 0 | $0 | 0.00% | −992−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −920−100.0% | Sold out |
| Sawtooth Solutions, LLC | 0 | $0 | 0.00% | −854−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −834−100.0% | Sold out |
| Pendal Group Limited | 0 | $0 | 0.00% | −672−100.0% | Sold out |
| Tower Bridge Advisors | 0 | $0 | 0.00% | −640−100.0% | Sold out |
| Arabesque Asset Management Ltd | 0 | $0 | 0.00% | −634−100.0% | Sold out |
| Capital Investment Advisory Services, LLC | 0 | $0 | 0.00% | −631−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −626−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −652−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −614−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −537−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −518−100.0% | Sold out |
| Calton & Associates, Inc. | 0 | $0 | 0.00% | −513−100.0% | Sold out |
| Laurel Wealth Advisors, Inc. | 0 | $0 | 0.00% | −507−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| TRUE Private Wealth Advisors | 0 | $0 | 0.00% | −501−100.0% | Sold out |
| LCNB Corp | 0 | $0 | 0.00% | −491−100.0% | Sold out |
| Chicago Capital, LLC | 0 | $0 | 0.00% | −466−100.0% | Sold out |
| Claret Asset Management Corp | 0 | $0 | 0.00% | −435−100.0% | Sold out |
| McKinley Carter Wealth Services, Inc. | 0 | $0 | 0.00% | −424−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −422−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −421−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −290−100.0% | Sold out |
| S.A. Mason LLC | 0 | $0 | 0.00% | −228−100.0% | Sold out |
| PFG Private Wealth Management, LLC | 0 | $0 | 0.00% | −216−100.0% | Sold out |
| Archer Investment Corp | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −14,580−100.0% | Sold out |
| Hantz Financial Services, Inc. | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Future Financial Wealth Managment LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Sterling Investment Advisors, Ltd. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Cornerstone Advisory, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Washington Trust Co | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Shore Point Advisors, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Andra AP-fonden | – | – | – | – | Not filed |
| 6 Meridian | – | – | – | – | Not filed |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |
| Carroll Financial Associates, Inc. | – | – | – | – | Not filed |
| Reilly Financial Advisors, LLC | – | – | – | – | Not filed |
| Bell Investment Advisors, Inc | – | – | – | – | Not filed |