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 |
|---|---|---|---|---|---|
| CIBC World Markets Corp | 8,864 | $3.85M | 0.03% | +753+9.3% | Added |
| D. E. Shaw & Co., Inc. | 8,805 | $3.82M | 0.01% | +8,805 | New |
| Nomura Asset Management Co Ltd | 8,538 | $3.71M | 0.02% | +152+1.8% | Added |
| Institutional & Family Asset Management, LLC | 8,404 | $3.65M | 0.58% | +111+1.3% | Added |
| Great Lakes Advisors, LLC | 8,326 | $3.61M | 0.06% | −142−1.7% | Reduced |
| Zacks Investment Management | 8,316 | $3.61M | 0.05% | +8,316 | New |
| Sepio Capital, LP | 8,282 | $3.60M | 0.32% | −1,081−11.5% | Reduced |
| Evoke Wealth, LLC | 8,183 | $3.55M | 0.12% | −111−1.3% | Reduced |
| Tudor Investment Corp Et Al | 8,058 | $3.50M | 0.09% | −9,760−54.8% | Reduced |
| Coastal Bridge Advisors, LLC | 8,021 | $3.48M | 0.80% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 7,986 | $3.47M | 0.00% | +1,108+16.1% | Added |
| Nissay Asset Management Corp | 7,980 | $3.46M | 0.03% | +3,545+79.9% | Added |
| Brown Advisory Inc | 7,972 | $3.46M | 0.01% | −1,361−14.6% | Reduced |
| CIBC Asset Management Inc | 7,882 | $3.42M | 0.01% | +4,330+121.9% | Added |
| Alberta Investment Management Corp | 7,800 | $3.39M | 0.02% | −1,000−11.4% | Reduced |
| Coastline Trust Co | 7,775 | $3.38M | 0.41% | +80+1.0% | Added |
| Wolf Group Capital Advisors | 7,690 | $3.34M | 1.71% | −15,860−67.3% | Reduced |
| DuPont Capital Management Corp | 7,481 | $3.25M | 0.13% | −1,368−15.5% | Reduced |
| Whittier Trust Co | 7,395 | $3.21M | 0.05% | +489+7.1% | Added |
| Stiles Financial Services Inc | 7,363 | $3.20M | 1.61% | +220+3.1% | Added |
| Prospera Financial Services Inc | 7,356 | $3.19M | 0.13% | −3,914−34.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 7,312 | $3.17M | 0.05% | +3,798+108.1% | Added |
| Quantbot Technologies LP | 7,150 | $3.10M | 0.27% | +403+6.0% | Added |
| APG Asset Management N.V. | 7,903 | $3.08M | 0.01% | −1,700−17.7% | Reduced |
| First Republic Investment Management, Inc. | 7,055 | $3.06M | 0.01% | +2,172+44.5% | Added |
| Boothbay Fund Management, LLC | 7,000 | $3.04M | 0.10% | +7,000 | New |
| Neuberger Berman Group LLC | 6,927 | $3.01M | 0.00% | −292−4.0% | Reduced |
| Utah Retirement Systems | 6,801 | $2.95M | 0.04% | −100−1.4% | Reduced |
| Azzad Asset Management Inc | 6,797 | $2.95M | 0.43% | −1,773−20.7% | Reduced |
| Gulf International Bank (UK) Ltd | 6,745 | $2.93M | 0.04% | 00.0% | Unchanged |
| Cullinan Associates Inc | 6,740 | $2.93M | 0.15% | −205−3.0% | Reduced |
| Birch Capital Management, LLC | 6,685 | $2.90M | 1.79% | −110−1.6% | Reduced |
| Brookfield Asset Management Inc. | 6,668 | $2.90M | 0.01% | +6,668 | New |
| Penobscot Investment Management Company, Inc. | 6,530 | $2.83M | 0.41% | 00.0% | Unchanged |
| STRS Ohio | 6,397 | $2.78M | 0.01% | −349−5.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 6,312 | $2.74M | 0.02% | +344+5.8% | Added |
| State of Tennessee, Treasury Department | 6,300 | $2.73M | 0.01% | −16,809−72.7% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 6,160 | $2.67M | 0.04% | +3,017+96.0% | Added |
| Bright Rock Capital Management, LLC | 6,000 | $2.60M | 0.61% | 00.0% | Unchanged |
| ING Groep NV | 5,997 | $2.60M | 0.03% | +1,084+22.1% | Added |
| First Personal Financial Services | 5,923 | $2.57M | 0.60% | −112−1.9% | Reduced |
| Banque Cantonale Vaudoise | 5,900 | $2.56M | 0.11% | +2,300+63.9% | Added |
| Xponance, Inc. | 5,862 | $2.54M | 0.04% | +125+2.2% | Added |
| Umb Bank N A | 5,857 | $2.54M | 0.03% | −152−2.5% | Reduced |
| Comerica Bank | 5,729 | $2.54M | 0.02% | −547−8.7% | Reduced |
| British Columbia Investment Management Corp | 5,811 | $2.52M | 0.02% | −823−12.4% | Reduced |
| Bokf, NA | 5,653 | $2.45M | 0.04% | −87−1.5% | Reduced |
| Handelsbanken Fonder AB | 5,651 | $2.45M | 0.01% | −300−5.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,565 | $2.42M | 0.04% | +28+0.5% | Added |
| IFM Investors Pty Ltd | 5,494 | $2.38M | 0.04% | +565+11.5% | Added |
| Richard Bernstein Advisors LLC | 5,481 | $2.38M | 0.05% | 00.0% | Unchanged |
| 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 |
| Mackay Shields LLC | 5,428 | $2.36M | 0.02% | −192−3.4% | Reduced |
| Kensington Investment Counsel, LLC | 5,370 | $2.33M | 1.54% | −471−8.1% | Reduced |
| Public Sector Pension Investment Board | 5,270 | $2.29M | 0.01% | −1,010−16.1% | Reduced |
| Tower Research Capital LLC (TRC) | 5,217 | $2.27M | 0.02% | +1,967+60.5% | Added |
| Aurora Investment Managers, LLC. | 5,170 | $2.25M | 1.67% | +5,170 | New |
| Kesler, Norman & Wride, LLC | 5,158 | $2.24M | 0.50% | −14−0.3% | Reduced |
| Van Eck Associates Corp | 5,089 | $2.21M | 0.00% | +499+10.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,057 | $2.19M | 0.02% | +332+7.0% | Added |
| Mutual of America Capital Management LLC | 5,043 | $2.19M | 0.02% | +78+1.6% | Added |
| 1832 Asset Management L.P. | 5,039 | $2.16M | 0.00% | +5,039 | New |
| Logan Capital Management Inc | 4,909 | $2.13M | 0.10% | −222−4.3% | Reduced |
| Texas Permanent School Fund | 4,903 | $2.13M | 0.03% | −291−5.6% | Reduced |
| Macquarie Group Ltd | 4,888 | $2.12M | 0.00% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 4,868 | $2.11M | 0.24% | +4,868 | New |
| Caas Capital Management LP | 4,862 | $2.11M | 0.37% | +4,862 | 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 |
| Bridgeway Capital Management, LLC | 4,800 | $2.08M | 0.04% | +4,800 | New |
| TrimTabs Asset Management, LLC | 4,783 | $2.08M | 0.70% | +2,286+91.5% | Added |
| Formidable Asset Management, LLC | 4,707 | $2.04M | 0.39% | −49−1.0% | Reduced |
| Advisory Services Network, LLC | 4,636 | $2.01M | 0.06% | +822+21.6% | Added |
| Baker Tilly Wealth Management, LLC | 4,607 | $2.00M | 0.22% | +247+5.7% | Added |
| Public Employees Retirement Association of Colorado | 4,585 | $1.99M | 0.01% | −259−5.3% | Reduced |
| Profit Investment Management, LLC | 4,565 | $1.98M | 1.22% | −152−3.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,535 | $1.97M | 0.02% | −155−3.3% | Reduced |
| Stonnington Group, LLC | 4,526 | $1.96M | 0.47% | −35−0.8% | Reduced |
| Westwood Holdings Group Inc. | 4,492 | $1.95M | 0.02% | −442−9.0% | Reduced |
| JustInvest LLC | 4,463 | $1.94M | 0.09% | +1,087+32.2% | Added |
| Cordatus Wealth Management LLC | 4,250 | $1.84M | 0.65% | −4,509−51.5% | Reduced |
| First Hawaiian Bank | 4,210 | $1.83M | 0.06% | +559+15.3% | Added |
| Allspring Global Investments Holdings, LLC | 4,190 | $1.82M | 0.00% | +1,542+58.2% | Added |
| Crossmark Global Holdings, Inc. | 4,170 | $1.81M | 0.04% | +98+2.4% | Added |
| Eads & Heald Wealth Management | 4,162 | $1.81M | 0.84% | −97−2.3% | Reduced |
| Taylor Frigon Capital Management LLC | 4,137 | $1.80M | 0.67% | −79−1.9% | Reduced |
| Donoghue Forlines LLC | 4,109 | $1.78M | 0.39% | −1,314−24.2% | Reduced |
| Winton Group Ltd | 4,036 | $1.75M | 0.09% | +2,635+188.1% | Added |
| Pensionfund Sabic | 4,000 | $1.74M | 0.43% | −500−11.1% | Reduced |
| Liontrust Investment Partners LLP | 4,000 | $1.74M | 0.02% | 00.0% | Unchanged |
| Leverage Partners Absolute Return Fund SPC | 4,000 | $1.74M | 1.24% | −2,500−38.5% | Reduced |
| NewEdge Wealth, LLC | 3,967 | $1.72M | 0.08% | −1,092−21.6% | Reduced |
| ICW Investment Advisors LLC | 3,919 | $1.70M | 0.98% | +14+0.4% | Added |
| Tobam | 3,896 | $1.69M | 0.09% | +3,788+3,507.4% | Added |
| Shell Asset Management Co | 3,875 | $1.68M | 0.04% | −366−8.6% | Reduced |
| FDx Advisors, Inc. | 3,858 | $1.68M | 0.06% | +151+4.1% | Added |
| Capital Investment Services of America, Inc. | 3,400 | $1.65M | 0.15% | 00.0% | Unchanged |
| AE Wealth Management LLC | 3,661 | $1.59M | 0.01% | +119+3.4% | Added |
| Whittier Trust Co of Nevada Inc | 3,632 | $1.58M | 0.06% | +594+19.6% | Added |