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 |
|---|---|---|---|---|---|
| Junto Capital Management LP | 37,484 | $14.4M | 0.43% | −122,269−76.5% | Reduced |
| Willis Investment Counsel | 37,700 | $14.5M | 0.89% | +18,500+96.4% | Added |
| Assenagon Asset Management S.A. | 37,835 | $14.6M | 0.06% | −37,614−49.9% | Reduced |
| Stifel Financial Corp | 39,022 | $15.0M | 0.02% | +209+0.5% | Added |
| Truist Financial Corp | 39,134 | $15.1M | 0.03% | −2,079−5.0% | Reduced |
| LPL Financial LLC | 40,676 | $15.6M | 0.01% | +10,740+35.9% | Added |
| SEI Investments Co | 40,622 | $15.7M | 0.03% | +11,101+37.6% | Added |
| Envestnet Asset Management Inc | 41,017 | $15.8M | 0.01% | +2,347+6.1% | Added |
| Dock Street Asset Management Inc | 41,726 | $16.0M | 3.51% | +695+1.7% | Added |
| Bank of Montreal | 41,414 | $16.3M | 0.01% | +1,854+4.7% | Added |
| TD Asset Management Inc | 43,191 | $16.6M | 0.02% | +12,099+38.9% | Added |
| Point72 Asset Management, L.P. | 43,728 | $16.8M | 0.08% | +22,199+103.1% | Added |
| New York State Teachers Retirement System | 44,159 | $17.0M | 0.04% | +307+0.7% | Added |
| Citigroup Inc | 45,517 | $17.5M | 0.02% | +1,564+3.6% | Added |
| Saybrook Capital | 45,544 | $17.5M | 5.71% | +45+0.1% | Added |
| Voya Investment Management LLC | 46,062 | $17.7M | 0.04% | −12,298−21.1% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 46,505 | $17.9M | 0.24% | +46,505 | New |
| Man Group plc | – | $17.9M | 0.08% | – | – |
| State Board of Administration of Florida Retirement System | 47,546 | $18.3M | 0.04% | −1,181−2.4% | Reduced |
| UBS Group AG | 47,596 | $18.3M | 0.01% | −3,372−6.6% | Reduced |
| Alliancebernstein L.P. | 48,310 | $18.6M | 0.01% | −311−0.6% | Reduced |
| Royal London Asset Management Ltd | 49,142 | $18.9M | 0.09% | +601+1.2% | Added |
| Cookson Peirce & Co Inc | 50,820 | $19.5M | 1.35% | +50,820 | New |
| Principal Financial Group Inc | 50,946 | $19.6M | 0.01% | −1,919−3.6% | Reduced |
| Alyeska Investment Group, L.P. | 51,516 | $19.8M | 0.23% | −38,357−42.7% | Reduced |
| Teacher Retirement System of Texas | 53,751 | $20.7M | 0.14% | −45,765−46.0% | Reduced |
| Copeland Capital Management, LLC | 57,121 | $22.0M | 0.70% | −955−1.6% | Reduced |
| New York State Common Retirement Fund | 57,847 | $22.2M | 0.03% | −1,153−2.0% | Reduced |
| National Pension Service | 60,398 | $23.2M | 0.05% | +10.0% | Added |
| California State Teachers Retirement System | 63,289 | $24.3M | 0.04% | +1,483+2.4% | Added |
| Victory Capital Management Inc | 67,539 | $26.0M | 0.03% | −888−1.3% | Reduced |
| Caisse de Depot Et Placement du Quebec | 68,737 | $26.4M | 0.07% | −1,240−1.8% | Reduced |
| Rhumbline Advisers | 70,360 | $27.1M | 0.04% | +6,175+9.6% | Added |
| Barclays PLC | 71,629 | $27.5M | 0.03% | −5,683−7.4% | Reduced |
| Dundas Partners LLP | 73,709 | $28.3M | 3.07% | 00.0% | Unchanged |
| Intech Investment Management LLC | 75,829 | $29.2M | 0.17% | +75,829 | New |
| Earnest Partners LLC | 77,352 | $29.7M | 0.20% | +414+0.5% | Added |
| Wellington Management Group LLP | 77,515 | $29.8M | 0.01% | +3,257+4.4% | Added |
| Prudential Financial Inc | 77,808 | $29.8M | 0.05% | +11,551+17.4% | Added |
| FMR LLC | 78,044 | $30.0M | 0.00% | +2,568+3.4% | Added |
| Credit Suisse AG | 78,268 | $30.1M | 0.03% | +1,270+1.6% | Added |
| Lazard Asset Management LLC | 82,202 | $31.6M | 0.04% | −33,941−29.2% | Reduced |
| HighTower Advisors, LLC | 82,442 | $31.7M | 0.08% | −399−0.5% | Reduced |
| Citadel Advisors LLC | 89,707 | $34.5M | 0.05% | +26,203+41.3% | Added |
| Raymond James & Associates | 91,504 | $35.2M | 0.03% | +1,774+2.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 96,633 | $37.2M | 0.14% | +8,625+9.8% | Added |
| Adage Capital Partners GP, L.L.C. | 104,500 | $40.2M | 0.09% | +5,000+5.0% | Added |
| Rockefeller Capital Management L.P. | 105,409 | $40.5M | 0.22% | −1,256−1.2% | Reduced |
| Eaton Vance Management | 108,987 | $41.9M | 0.06% | −196−0.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 113,435 | $43.6M | 0.14% | +55,235+94.9% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 116,720 | $44.9M | 0.64% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 121,897 | $46.8M | 0.02% | −71,900−37.1% | Reduced |
| Nordea Investment Management AB | 131,796 | $50.2M | 0.07% | +14,046+11.9% | Added |
| California Public Employees Retirement System | 133,610 | $51.4M | 0.05% | −2,590−1.9% | Reduced |
| Natixis Advisors, L.P. | 134,155 | $51.6M | 0.23% | +60.0% | Added |
| Deutsche Bank AG | 136,678 | $52.6M | 0.03% | +27,918+25.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 141,141 | $54.3M | 0.04% | −86,408−38.0% | Reduced |
| Royal Bank of Canada | 145,400 | $55.9M | 0.02% | +3,704+2.6% | Added |
| Everett Harris & Co | 147,875 | $56.9M | 0.98% | −560.0% | Reduced |
| Franklin Resources Inc | 151,288 | $58.2M | 0.03% | +20,572+15.7% | Added |
| Schroder Investment Management Group | 156,193 | $59.8M | 0.09% | +6,778+4.5% | Added |
| Ninety One North America, Inc. | 164,700 | $63.3M | 2.81% | +14,518+9.7% | Added |
| JPMorgan Chase & Co | 177,814 | $68.4M | 0.01% | +12,197+7.4% | Added |
| Nuveen Asset Management, LLC | 182,256 | $70.1M | 0.03% | +2,748+1.5% | Added |
| AustralianSuper Pty Ltd | 184,689 | $71.0M | 0.47% | +5,904+3.3% | Added |
| Goldman Sachs Group Inc | 196,890 | $75.7M | 0.02% | +59,138+42.9% | Added |
| Price T Rowe Associates Inc | 200,958 | $77.3M | 0.01% | +42,946+27.2% | Added |
| UBS Asset Management Americas Inc | 206,191 | $79.3M | 0.04% | −2,324−1.1% | Reduced |
| Tandem Investment Advisors, Inc. | 222,863 | $85.7M | 5.05% | +14,818+7.1% | Added |
| Dimensional Fund Advisors LP | 233,638 | $89.8M | 0.03% | −15,552−6.2% | Reduced |
| American Capital Management Inc | 249,925 | $96.1M | 3.60% | −742−0.3% | Reduced |
| Boston Trust Walden Corp | 257,390 | $99.0M | 0.94% | +17,956+7.5% | Added |
| Champlain Investment Partners, LLC | 259,565 | $99.8M | 0.65% | +259,565 | New |
| Morgan Stanley | 277,964 | $106.9M | 0.01% | +174,433+168.5% | Added |
| Legal & General Group Plc | 284,880 | $109.6M | 0.04% | +7,427+2.7% | Added |
| Charles Schwab Investment Management Inc | 320,417 | $123.2M | 0.04% | +10,000+3.2% | Added |
| Atlanta Capital Management Co L L C | 324,071 | $124.6M | 0.54% | −802−0.2% | Reduced |
| Bank of New York Mellon Corp | 331,601 | $127.5M | 0.03% | +48,314+17.1% | Added |
| Echo Street Capital Management LLC | 376,268 | $144.7M | 1.31% | −21,731−5.5% | Reduced |
| Northern Trust Corp | 392,201 | $150.8M | 0.03% | −11,408−2.8% | Reduced |
| Amundi | 413,703 | $163.6M | 0.13% | +7,150+1.8% | Added |
| Fiera Capital Corp | 442,229 | $170.1M | 0.50% | −8,783−1.9% | Reduced |
| Bank of America Corp | 686,760 | $264.1M | 0.03% | +21,775+3.3% | Added |
| Invesco Ltd. | 699,912 | $269.2M | 0.08% | +433,323+162.5% | Added |
| Geode Capital Management, LLC | 873,979 | $335.6M | 0.05% | −3,389−0.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,139,484 | $438.2M | 1.38% | −60,065−5.0% | Reduced |
| Ninety One UK Ltd | 1,219,281 | $468.9M | 1.39% | +51,017+4.4% | Added |
| Wells Fargo & Company | 1,641,243 | $631.2M | 0.20% | −11,113−0.7% | Reduced |
| State Street Corp | 1,881,724 | $723.7M | 0.04% | −106,356−5.3% | Reduced |
| Loomis Sayles & Co L P | 1,917,356 | $737.4M | 1.37% | −199,141−9.4% | Reduced |
| Bamco Inc | 2,674,282 | $1.03B | 3.31% | −940.0% | Reduced |
| BlackRock Inc. | 3,398,216 | $1.31B | 0.04% | −296,740−8.0% | Reduced |
| Vanguard Group Inc | 4,466,991 | $1.72B | 0.05% | +168,880+3.9% | Added |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −95,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −45,098−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −37,441−100.0% | Sold out |
| 2Xideas AG | 0 | $0 | 0.00% | −32,473−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −28,655−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −18,200−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −13,971−100.0% | Sold out |