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, Q2 2022
Institutional positions in Factset Research Systems Inc as of Jun 30, 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
- 693
- +1 vs. Q1 2022
- Shares held
- 33.9M
- +8.74K (0.0%) vs. Q1 2022
- Total value
- $13.0B
- −$1.65B (−11.2%) vs. Q1 2022
- New holders
- 77
- 235 more added
- Sold out
- 76
- 244 more reduced
12 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Factset Research Systems Inc; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,466,991 | $1.72B | 0.05% | +168,880+3.9% | Added |
| BlackRock Inc. | 3,398,216 | $1.31B | 0.04% | −296,740−8.0% | Reduced |
| Bamco Inc | 2,674,282 | $1.03B | 3.31% | −940.0% | Reduced |
| Loomis Sayles & Co L P | 1,917,356 | $737.4M | 1.37% | −199,141−9.4% | Reduced |
| State Street Corp | 1,881,724 | $723.7M | 0.04% | −106,356−5.3% | Reduced |
| Wells Fargo & Company | 1,641,243 | $631.2M | 0.20% | −11,113−0.7% | Reduced |
| Ninety One UK Ltd | 1,219,281 | $468.9M | 1.39% | +51,017+4.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,139,484 | $438.2M | 1.38% | −60,065−5.0% | Reduced |
| Geode Capital Management, LLC | 873,979 | $335.6M | 0.05% | −3,389−0.4% | Reduced |
| Invesco Ltd. | 699,912 | $269.2M | 0.08% | +433,323+162.5% | Added |
| Bank of America Corp | 686,760 | $264.1M | 0.03% | +21,775+3.3% | Added |
| Fiera Capital Corp | 442,229 | $170.1M | 0.50% | −8,783−1.9% | Reduced |
| Amundi | 413,703 | $163.6M | 0.13% | +7,150+1.8% | Added |
| Northern Trust Corp | 392,201 | $150.8M | 0.03% | −11,408−2.8% | Reduced |
| Echo Street Capital Management LLC | 376,268 | $144.7M | 1.31% | −21,731−5.5% | Reduced |
| Bank of New York Mellon Corp | 331,601 | $127.5M | 0.03% | +48,314+17.1% | Added |
| Atlanta Capital Management Co L L C | 324,071 | $124.6M | 0.54% | −802−0.2% | Reduced |
| Charles Schwab Investment Management Inc | 320,417 | $123.2M | 0.04% | +10,000+3.2% | Added |
| Legal & General Group Plc | 284,880 | $109.6M | 0.04% | +7,427+2.7% | Added |
| Morgan Stanley | 277,964 | $106.9M | 0.01% | +174,433+168.5% | Added |
| Champlain Investment Partners, LLC | 259,565 | $99.8M | 0.65% | +259,565 | New |
| Boston Trust Walden Corp | 257,390 | $99.0M | 0.94% | +17,956+7.5% | Added |
| American Capital Management Inc | 249,925 | $96.1M | 3.60% | −742−0.3% | Reduced |
| Dimensional Fund Advisors LP | 233,638 | $89.8M | 0.03% | −15,552−6.2% | Reduced |
| Tandem Investment Advisors, Inc. | 222,863 | $85.7M | 5.05% | +14,818+7.1% | Added |
| UBS Asset Management Americas Inc | 206,191 | $79.3M | 0.04% | −2,324−1.1% | Reduced |
| Price T Rowe Associates Inc | 200,958 | $77.3M | 0.01% | +42,946+27.2% | Added |
| Goldman Sachs Group Inc | 196,890 | $75.7M | 0.02% | +59,138+42.9% | Added |
| AustralianSuper Pty Ltd | 184,689 | $71.0M | 0.47% | +5,904+3.3% | Added |
| Nuveen Asset Management, LLC | 182,256 | $70.1M | 0.03% | +2,748+1.5% | Added |
| JPMorgan Chase & Co | 177,814 | $68.4M | 0.01% | +12,197+7.4% | Added |
| Ninety One North America, Inc. | 164,700 | $63.3M | 2.81% | +14,518+9.7% | Added |
| Schroder Investment Management Group | 156,193 | $59.8M | 0.09% | +6,778+4.5% | Added |
| Franklin Resources Inc | 151,288 | $58.2M | 0.03% | +20,572+15.7% | Added |
| Everett Harris & Co | 147,875 | $56.9M | 0.98% | −560.0% | Reduced |
| Royal Bank of Canada | 145,400 | $55.9M | 0.02% | +3,704+2.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 141,141 | $54.3M | 0.04% | −86,408−38.0% | Reduced |
| Deutsche Bank AG | 136,678 | $52.6M | 0.03% | +27,918+25.7% | Added |
| Natixis Advisors, L.P. | 134,155 | $51.6M | 0.23% | +60.0% | Added |
| California Public Employees Retirement System | 133,610 | $51.4M | 0.05% | −2,590−1.9% | Reduced |
| Nordea Investment Management AB | 131,796 | $50.2M | 0.07% | +14,046+11.9% | Added |
| Ameriprise Financial Inc | 121,897 | $46.8M | 0.02% | −71,900−37.1% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 116,720 | $44.9M | 0.64% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 113,435 | $43.6M | 0.14% | +55,235+94.9% | Added |
| Eaton Vance Management | 108,987 | $41.9M | 0.06% | −196−0.2% | Reduced |
| Rockefeller Capital Management L.P. | 105,409 | $40.5M | 0.22% | −1,256−1.2% | Reduced |
| Adage Capital Partners GP, L.L.C. | 104,500 | $40.2M | 0.09% | +5,000+5.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 96,633 | $37.2M | 0.14% | +8,625+9.8% | Added |
| Raymond James & Associates | 91,504 | $35.2M | 0.03% | +1,774+2.0% | Added |
| Citadel Advisors LLC | 89,707 | $34.5M | 0.05% | +26,203+41.3% | Added |
| HighTower Advisors, LLC | 82,442 | $31.7M | 0.08% | −399−0.5% | Reduced |
| Lazard Asset Management LLC | 82,202 | $31.6M | 0.04% | −33,941−29.2% | Reduced |
| Credit Suisse AG | 78,268 | $30.1M | 0.03% | +1,270+1.6% | Added |
| FMR LLC | 78,044 | $30.0M | 0.00% | +2,568+3.4% | Added |
| Prudential Financial Inc | 77,808 | $29.8M | 0.05% | +11,551+17.4% | Added |
| Wellington Management Group LLP | 77,515 | $29.8M | 0.01% | +3,257+4.4% | Added |
| Earnest Partners LLC | 77,352 | $29.7M | 0.20% | +414+0.5% | Added |
| Intech Investment Management LLC | 75,829 | $29.2M | 0.17% | +75,829 | New |
| Dundas Partners LLP | 73,709 | $28.3M | 3.07% | 00.0% | Unchanged |
| Barclays PLC | 71,629 | $27.5M | 0.03% | −5,683−7.4% | Reduced |
| Rhumbline Advisers | 70,360 | $27.1M | 0.04% | +6,175+9.6% | Added |
| Caisse de Depot Et Placement du Quebec | 68,737 | $26.4M | 0.07% | −1,240−1.8% | Reduced |
| Victory Capital Management Inc | 67,539 | $26.0M | 0.03% | −888−1.3% | Reduced |
| California State Teachers Retirement System | 63,289 | $24.3M | 0.04% | +1,483+2.4% | Added |
| National Pension Service | 60,398 | $23.2M | 0.05% | +10.0% | Added |
| New York State Common Retirement Fund | 57,847 | $22.2M | 0.03% | −1,153−2.0% | Reduced |
| Copeland Capital Management, LLC | 57,121 | $22.0M | 0.70% | −955−1.6% | Reduced |
| Teacher Retirement System of Texas | 53,751 | $20.7M | 0.14% | −45,765−46.0% | Reduced |
| Alyeska Investment Group, L.P. | 51,516 | $19.8M | 0.23% | −38,357−42.7% | Reduced |
| Principal Financial Group Inc | 50,946 | $19.6M | 0.01% | −1,919−3.6% | Reduced |
| Cookson Peirce & Co Inc | 50,820 | $19.5M | 1.35% | +50,820 | New |
| Royal London Asset Management Ltd | 49,142 | $18.9M | 0.09% | +601+1.2% | Added |
| Alliancebernstein L.P. | 48,310 | $18.6M | 0.01% | −311−0.6% | Reduced |
| UBS Group AG | 47,596 | $18.3M | 0.01% | −3,372−6.6% | Reduced |
| State Board of Administration of Florida Retirement System | 47,546 | $18.3M | 0.04% | −1,181−2.4% | Reduced |
| Man Group plc | – | $17.9M | 0.08% | – | – |
| Vaughan Nelson Investment Management, L.P. | 46,505 | $17.9M | 0.24% | +46,505 | New |
| Voya Investment Management LLC | 46,062 | $17.7M | 0.04% | −12,298−21.1% | Reduced |
| Saybrook Capital | 45,544 | $17.5M | 5.71% | +45+0.1% | Added |
| Citigroup Inc | 45,517 | $17.5M | 0.02% | +1,564+3.6% | Added |
| New York State Teachers Retirement System | 44,159 | $17.0M | 0.04% | +307+0.7% | Added |
| Point72 Asset Management, L.P. | 43,728 | $16.8M | 0.08% | +22,199+103.1% | Added |
| TD Asset Management Inc | 43,191 | $16.6M | 0.02% | +12,099+38.9% | Added |
| Bank of Montreal | 41,414 | $16.3M | 0.01% | +1,854+4.7% | Added |
| Dock Street Asset Management Inc | 41,726 | $16.0M | 3.51% | +695+1.7% | Added |
| Envestnet Asset Management Inc | 41,017 | $15.8M | 0.01% | +2,347+6.1% | Added |
| SEI Investments Co | 40,622 | $15.7M | 0.03% | +11,101+37.6% | Added |
| LPL Financial LLC | 40,676 | $15.6M | 0.01% | +10,740+35.9% | Added |
| Truist Financial Corp | 39,134 | $15.1M | 0.03% | −2,079−5.0% | Reduced |
| Stifel Financial Corp | 39,022 | $15.0M | 0.02% | +209+0.5% | Added |
| Assenagon Asset Management S.A. | 37,835 | $14.6M | 0.06% | −37,614−49.9% | Reduced |
| Willis Investment Counsel | 37,700 | $14.5M | 0.89% | +18,500+96.4% | Added |
| Junto Capital Management LP | 37,484 | $14.4M | 0.43% | −122,269−76.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 36,809 | $14.2M | 0.03% | −2,226−5.7% | Reduced |
| First Trust Advisors LP | 36,464 | $14.0M | 0.02% | +3,087+9.2% | Added |
| The PNC Financial Services Group, Inc. | 36,349 | $14.0M | 0.01% | −843−2.3% | Reduced |
| State of Michigan Retirement System | 35,095 | $13.5M | 0.09% | +3,900+12.5% | Added |
| Russell Investments Group, Ltd. | 34,849 | $13.4M | 0.03% | +5,147+17.3% | Added |
| HSBC Holdings PLC | 34,452 | $13.3M | 0.02% | −43,645−55.9% | Reduced |
| Norges Bank | 33,467 | $12.9M | 0.00% | −40,288−54.6% | Reduced |