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 |
|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 38,670 | $16.8M | 0.01% | −3,734−8.8% | Reduced |
| Bank of Nova Scotia | 38,427 | $16.7M | 0.03% | +8,230+27.3% | Added |
| Ergoteles LLC | 37,441 | $16.3M | 0.62% | +37,441 | New |
| The PNC Financial Services Group, Inc. | 37,192 | $16.1M | 0.01% | −3,317−8.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 34,881 | $15.1M | 0.03% | +578+1.7% | Added |
| First Trust Advisors LP | 33,377 | $14.5M | 0.01% | +566+1.7% | Added |
| 2Xideas AG | 32,473 | $14.1M | 0.99% | −3,898−10.7% | Reduced |
| Oribel Capital Management, LP | 32,200 | $14.0M | 2.67% | +32,200 | New |
| Aviva PLC | 31,991 | $13.9M | 0.07% | +12,503+64.2% | Added |
| Wendell David Associates Inc | 31,610 | $13.7M | 1.53% | −965−3.0% | Reduced |
| Bath Savings Trust Co | 31,581 | $13.7M | 1.56% | −666−2.1% | Reduced |
| State of Michigan Retirement System | 31,195 | $13.5M | 0.08% | +1,635+5.5% | Added |
| TD Asset Management Inc | 31,092 | $13.5M | 0.01% | +16,778+117.2% | Added |
| Gateway Investment Advisers LLC | 30,968 | $13.4M | 0.13% | +12,094+64.1% | Added |
| LPL Financial LLC | 29,936 | $13.0M | 0.01% | +2,065+7.4% | Added |
| Russell Investments Group, Ltd. | 29,702 | $12.9M | 0.02% | +7,309+32.6% | Added |
| SEI Investments Co | 29,521 | $12.8M | 0.03% | +4,763+19.2% | Added |
| Marshall Wace, LLP | 28,655 | $12.4M | 0.03% | −54,937−65.7% | Reduced |
| Manufacturers Life Insurance Company, The | 28,648 | $12.4M | 0.01% | +4,349+17.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 28,632 | $12.4M | 0.03% | +1,596+5.9% | Added |
| State of Wisconsin Investment Board | 28,109 | $12.2M | 0.03% | +8,579+43.9% | Added |
| Mn Services Vermogensbeheer B.V. | 27,600 | $12.0M | 0.08% | −500−1.8% | Reduced |
| Public Employees Retirement System of Ohio | 23,869 | $10.4M | 0.04% | −1,322−5.2% | Reduced |
| TCW Group Inc | 23,521 | $10.2M | 0.10% | −4,026−14.6% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 23,099 | $10.0M | 0.03% | +149+0.6% | Added |
| Papp L Roy & Associates | 22,173 | $9.63M | 1.20% | −1,359−5.8% | Reduced |
| Point72 Asset Management, L.P. | 21,529 | $9.35M | 0.04% | +21,529 | New |
| AXA S.A. | 21,319 | $9.26M | 0.03% | −600−2.7% | Reduced |
| Ensign Peak Advisors, Inc | 21,224 | $9.21M | 0.02% | −5,167−19.6% | Reduced |
| Cypress Capital, LLC | 21,216 | $9.21M | 1.13% | 00.0% | Unchanged |
| Toronto Dominion Bank | 21,102 | $9.16M | 0.01% | −6,970−24.8% | Reduced |
| JGP Wealth Management, LLC | 20,704 | $9.15M | 1.69% | −1,034−4.8% | Reduced |
| State of New Jersey Common Pension Fund D | 21,060 | $9.14M | 0.03% | −595−2.7% | Reduced |
| Janney Montgomery Scott LLC | 20,482 | $8.89M | 0.04% | +418+2.1% | Added |
| Illinois Municipal Retirement Fund | 20,374 | $8.85M | 0.26% | +7,966+64.2% | Added |
| BNP Paribas Arbitrage, SA | 20,077 | $8.72M | 0.02% | +1,383+7.4% | Added |
| Pictet Asset Management SA | 19,795 | $8.59M | 0.01% | +897+4.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 19,247 | $8.36M | 0.03% | +1,617+9.2% | Added |
| Willis Investment Counsel | 19,200 | $8.34M | 0.44% | +7,900+69.9% | Added |
| Rafferty Asset Management, LLC | 19,081 | $8.28M | 0.05% | −922−4.6% | Reduced |
| Asset Management One Co.,Ltd. | 18,541 | $8.05M | 0.03% | −382−2.0% | Reduced |
| Guggenheim Capital LLC | 18,529 | $8.04M | 0.05% | +8,016+76.2% | Added |
| Great West Life Assurance Co | 17,510 | $7.99M | 0.02% | −1,455−7.7% | Reduced |
| KBC Group NV | 18,265 | $7.93M | 0.03% | +4,039+28.4% | Added |
| Boulder Hill Capital Management LP | 18,200 | $7.90M | 4.24% | +18,200 | New |
| Atria Investments LLC | 18,196 | $7.90M | 0.14% | −136−0.7% | Reduced |
| Standard Life Aberdeen plc | 17,563 | $7.78M | 0.02% | +2,063+13.3% | Added |
| Jensen Investment Management Inc | 17,850 | $7.75M | 0.06% | +1,570+9.6% | Added |
| Banco Santander, S.A. | 17,510 | $7.60M | 0.08% | +3,350+23.7% | Added |
| State of Alaska, Department of Revenue | 17,294 | $7.51M | 0.08% | −832−4.6% | Reduced |
| Core Alternative Capital | 16,944 | $7.36M | 1.97% | −4,761−21.9% | Reduced |
| Voloridge Investment Management, LLC | 16,504 | $7.17M | 0.04% | −3,373−17.0% | Reduced |
| Daiwa Securities Group Inc. | 16,437 | $7.14M | 0.04% | +939+6.1% | Added |
| Treasurer of the State of North Carolina | 16,000 | $6.95M | 0.04% | +1,750+12.3% | Added |
| Mattern Capital Management, LLC | 15,906 | $6.91M | 1.23% | +142+0.9% | Added |
| Fisher Asset Management, LLC | 15,760 | $6.84M | 0.00% | +199+1.3% | 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 |
| National Bank of Canada | 15,279 | $6.63M | 0.03% | +1,286+9.2% | Added |
| Summit Global Investments | 15,190 | $6.59M | 0.49% | +5,332+54.1% | Added |
| Korea Investment CORP | 14,800 | $6.42M | 0.02% | +2,500+20.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,231 | $6.18M | 0.03% | +1,103+8.4% | Added |
| Regions Financial Corp | 14,009 | $6.08M | 0.05% | −3,324−19.2% | Reduced |
| Trexquant Investment LP | 13,971 | $6.07M | 0.28% | +13,971 | New |
| Advisor Group Holdings, Inc. | 21,701 | $6.00M | 0.01% | +725+3.5% | Added |
| Erste Asset Management GmbH | 13,600 | $5.98M | 0.11% | −100−0.7% | Reduced |
| Hancock Whitney Corp | 13,489 | $5.86M | 0.20% | +4,746+54.3% | Added |
| Susquehanna International Group, LLP | 13,218 | $5.74M | 0.01% | −31,682−70.6% | Reduced |
| Commerce Bank | 13,085 | $5.68M | 0.04% | +347+2.7% | Added |
| Oregon Public Employees Retirement Fund | 12,989 | $5.64M | 0.06% | +1,081+9.1% | Added |
| Nisa Investment Advisors, LLC | 12,900 | $5.60M | 0.04% | −4,233−24.7% | Reduced |
| US Bancorp | 12,771 | $5.55M | 0.01% | −1,203−8.6% | Reduced |
| Retirement Systems of Alabama | 12,523 | $5.44M | 0.02% | +49+0.4% | Added |
| Hendershot Investments Inc. | 12,388 | $5.38M | 0.82% | −35−0.3% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 12,219 | $5.30M | 0.05% | −287−2.3% | Reduced |
| Forsta Ap-Fonden | 12,200 | $5.30M | 0.06% | −400−3.2% | Reduced |
| Point72 Europe (London) LLP | 12,100 | $5.25M | 1.93% | +12,100 | New |
| Martingale Asset Management L P | 11,984 | $5.20M | 0.08% | −7,555−38.7% | Reduced |
| Baird Financial Group, Inc. | 11,810 | $5.13M | 0.01% | +25+0.2% | Added |
| MetLife Investment Management | 11,747 | $5.10M | 0.03% | +3,430+41.2% | Added |
| Heron Bay Capital Management | 11,572 | $5.02M | 2.47% | +429+3.8% | Added |
| Stephens Inc | 11,490 | $4.99M | 0.08% | −70−0.6% | Reduced |
| Two Sigma Investments, LP | 11,483 | $4.99M | 0.01% | −75,017−86.7% | Reduced |
| JLB & Associates Inc | 11,364 | $4.93M | 0.74% | +6+0.1% | Added |
| American International Group, Inc. | 11,352 | $4.93M | 0.03% | −260−2.2% | Reduced |
| Capital Insight Partners, LLC | 10,635 | $4.62M | 0.94% | +671+6.7% | Added |
| M&T Bank Corp | 10,615 | $4.61M | 0.02% | −842−7.3% | Reduced |
| Arizona State Retirement System | 10,478 | $4.55M | 0.04% | +191+1.9% | Added |
| ProShare Advisors LLC | 10,338 | $4.49M | 0.01% | −135−1.3% | Reduced |
| Storebrand Asset Management AS | 10,241 | $4.45M | 0.02% | −2,741−21.1% | Reduced |
| Putnam Investments LLC | 10,031 | $4.36M | 0.01% | +3,521+54.1% | Added |
| Jane Street Group, LLC | 9,949 | $4.32M | 0.01% | −98,083−90.8% | Reduced |
| Marks Group Wealth Management, Inc | 9,770 | $4.24M | 0.53% | +710+7.8% | Added |
| AQR Capital Management LLC | 9,615 | $4.17M | 0.01% | −6,629−40.8% | Reduced |
| DekaBank Deutsche Girozentrale | 9,362 | $4.15M | 0.01% | +1,132+13.8% | Added |
| EHP Funds Inc. | 9,360 | $4.06M | 0.68% | +9,360 | New |
| Commonwealth Equity Services, LLC | 9,295 | $4.04M | 0.01% | −39−0.4% | Reduced |
| TownSquare Capital, LLC | 9,159 | $3.98M | 0.10% | −498−5.2% | Reduced |
| Somerset Trust Co | 9,003 | $3.91M | 1.51% | +8+0.1% | Added |
| Eukles Asset Management | 8,964 | $3.89M | 2.12% | −329−3.5% | Reduced |