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 |
|---|---|---|---|---|---|
| Wendell David Associates Inc | 31,530 | $12.1M | 1.54% | −80−0.3% | Reduced |
| Bath Savings Trust Co | 31,451 | $12.1M | 1.59% | −130−0.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 31,339 | $12.1M | 0.03% | −3,542−10.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 31,292 | $12.0M | 0.03% | +2,660+9.3% | Added |
| Gateway Investment Advisers LLC | 30,960 | $11.9M | 0.13% | −80.0% | Reduced |
| Aviva PLC | 29,630 | $11.4M | 0.06% | −2,361−7.4% | Reduced |
| Balyasny Asset Management LLC | 28,811 | $11.1M | 0.05% | +28,811 | New |
| Oribel Capital Management, LP | 28,600 | $11.0M | 3.49% | −3,600−11.2% | Reduced |
| Manufacturers Life Insurance Company, The | 27,647 | $10.6M | 0.01% | −1,001−3.5% | Reduced |
| State of Wisconsin Investment Board | 27,135 | $10.4M | 0.03% | −974−3.5% | Reduced |
| Illinois Municipal Retirement Fund | 27,080 | $10.4M | 0.24% | +6,706+32.9% | Added |
| Walleye Capital LLC | 25,828 | $9.93M | 0.28% | +25,828 | New |
| Schonfeld Strategic Advisors LLC | 25,549 | $9.82M | 0.10% | +25,549 | New |
| AXA S.A. | 25,297 | $9.73M | 0.04% | +3,978+18.7% | Added |
| Two Sigma Advisers, LP | 25,200 | $9.69M | 0.03% | −25,000−49.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 24,600 | $9.46M | 0.04% | +24,600 | New |
| Prana Capital Management, LP | 24,522 | $9.43M | 0.72% | +24,522 | New |
| Fisher Asset Management, LLC | 24,315 | $9.35M | 0.01% | +8,555+54.3% | Added |
| Point72 Europe (London) LLP | 23,500 | $9.04M | 2.84% | +11,400+94.2% | Added |
| Chevy Chase Trust Holdings, Inc. | 23,261 | $8.95M | 0.04% | +162+0.7% | Added |
| Public Employees Retirement System of Ohio | 23,022 | $8.85M | 0.04% | −847−3.5% | Reduced |
| State of Alaska, Department of Revenue | 22,912 | $8.81M | 0.11% | +5,618+32.5% | Added |
| Advisor Group Holdings, Inc. | 22,280 | $8.65M | 0.02% | +579+2.7% | Added |
| Janney Montgomery Scott LLC | 22,538 | $8.62M | 0.04% | +2,056+10.0% | Added |
| BNP Paribas Arbitrage, SA | 22,347 | $8.59M | 0.02% | +2,270+11.3% | Added |
| JGP Wealth Management, LLC | 21,349 | $8.58M | 1.73% | +645+3.1% | Added |
| TCW Group Inc | 22,246 | $8.55M | 0.11% | −1,275−5.4% | Reduced |
| Mn Services Vermogensbeheer B.V. | 22,200 | $8.54M | 0.08% | −5,400−19.6% | Reduced |
| Papp L Roy & Associates | 22,158 | $8.52M | 1.24% | −15−0.1% | Reduced |
| Treasurer of the State of North Carolina | 21,780 | $8.38M | 0.05% | +5,780+36.1% | Added |
| Railway Pension Investments Ltd | 21,700 | $8.35M | 0.08% | −21,700−50.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 21,558 | $8.29M | 0.06% | +21,558 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 21,335 | $8.21M | 0.04% | +2,088+10.8% | Added |
| Cypress Capital, LLC | 21,216 | $8.16M | 1.16% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 21,208 | $8.16M | 0.06% | +19,295+1,008.6% | Added |
| State of New Jersey Common Pension Fund D | 21,060 | $8.10M | 0.03% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 20,820 | $8.01M | 0.02% | −33,890−61.9% | Reduced |
| Pinebridge Investments, L.P. | 20,786 | $7.99M | 0.10% | +20,690+21,552.1% | Added |
| Standard Life Aberdeen plc | 20,589 | $7.89M | 0.02% | +3,026+17.2% | Added |
| Core Alternative Capital | 20,420 | $7.85M | 1.86% | +3,476+20.5% | Added |
| Voloridge Investment Management, LLC | 20,051 | $7.71M | 0.04% | +3,547+21.5% | Added |
| Asset Management One Co.,Ltd. | 18,699 | $7.19M | 0.03% | +158+0.9% | Added |
| Toronto Dominion Bank | 18,269 | $7.03M | 0.01% | −2,833−13.4% | Reduced |
| KBC Group NV | 18,252 | $7.02M | 0.04% | −13−0.1% | Reduced |
| Banco Santander, S.A. | 18,160 | $6.98M | 0.09% | +650+3.7% | Added |
| Jensen Investment Management Inc | 17,850 | $6.87M | 0.06% | 00.0% | Unchanged |
| Pictet Asset Management SA | 17,743 | $6.82M | 0.01% | −2,052−10.4% | Reduced |
| Great West Life Assurance Co | 16,804 | $6.47M | 0.02% | −706−4.0% | Reduced |
| Mattern Capital Management, LLC | 15,955 | $6.14M | 1.21% | +49+0.3% | Added |
| Baird Financial Group, Inc. | 15,793 | $6.07M | 0.02% | +3,983+33.7% | Added |
| Atria Investments LLC | 15,586 | $5.99M | 0.13% | −2,610−14.3% | Reduced |
| Daiwa Securities Group Inc. | 15,556 | $5.98M | 0.05% | −881−5.4% | Reduced |
| National Bank of Canada | 15,429 | $5.95M | 0.03% | +150+1.0% | Added |
| Summit Global Investments | 15,371 | $5.91M | 0.52% | +181+1.2% | Added |
| State of Tennessee, Treasury Department | 15,316 | $5.89M | 0.03% | +9,016+143.1% | Added |
| Amalgamated Bank | 15,082 | $5.80M | 0.05% | −395−2.6% | Reduced |
| Erste Asset Management GmbH | 14,900 | $5.71M | 0.13% | +1,300+9.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,040 | $5.40M | 0.03% | −191−1.3% | Reduced |
| Azzad Asset Management Inc | 15,104 | $5.35M | 0.53% | +8,307+122.2% | Added |
| Andra AP-fonden | 13,900 | $5.35M | 0.15% | +13,900 | New |
| Nisa Investment Advisors, LLC | 13,889 | $5.34M | 0.05% | +989+7.7% | Added |
| US Bancorp | 13,792 | $5.30M | 0.01% | +1,021+8.0% | Added |
| Natixis | 13,591 | $5.23M | 0.02% | +13,058+2,449.9% | Added |
| Ensign Peak Advisors, Inc | 13,283 | $5.11M | 0.01% | −7,941−37.4% | Reduced |
| Hancock Whitney Corp | 12,924 | $4.97M | 0.20% | −565−4.2% | Reduced |
| Regions Financial Corp | 12,637 | $4.86M | 0.05% | −1,372−9.8% | Reduced |
| Retirement Systems of Alabama | 12,564 | $4.83M | 0.02% | +41+0.3% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 12,519 | $4.81M | 0.06% | +300+2.5% | Added |
| Heron Bay Capital Management | 12,477 | $4.80M | 2.91% | +905+7.8% | Added |
| Hendershot Investments Inc. | 12,367 | $4.76M | 0.84% | −21−0.2% | Reduced |
| Rafferty Asset Management, LLC | 12,053 | $4.63M | 0.04% | −7,028−36.8% | Reduced |
| Commerce Bank | 11,958 | $4.60M | 0.04% | −1,127−8.6% | Reduced |
| MetLife Investment Management | 11,764 | $4.52M | 0.04% | +17+0.1% | Added |
| Martingale Asset Management L P | 11,596 | $4.46M | 0.08% | −388−3.2% | Reduced |
| Stephens Inc | 11,466 | $4.41M | 0.09% | −24−0.2% | Reduced |
| Mariner, LLC | 11,142 | $4.28M | 0.02% | +11,142 | New |
| Swiss Life Asset Management Ltd | 11,097 | $4.27M | 0.07% | +11,097 | New |
| JLB & Associates Inc | 11,101 | $4.27M | 0.73% | −263−2.3% | Reduced |
| American International Group, Inc. | 11,009 | $4.23M | 0.03% | −343−3.0% | Reduced |
| Capital Insight Partners, LLC | 10,815 | $4.16M | 0.97% | +180+1.7% | Added |
| Forsta Ap-Fonden | 10,700 | $4.12M | 0.05% | −1,500−12.3% | Reduced |
| Arizona State Retirement System | 10,549 | $4.06M | 0.04% | +71+0.7% | Added |
| AQR Capital Management LLC | 10,477 | $3.99M | 0.01% | +862+9.0% | Added |
| M&T Bank Corp | 11,562 | $3.86M | 0.02% | +947+8.9% | Added |
| DekaBank Deutsche Girozentrale | 10,183 | $3.85M | 0.01% | +821+8.8% | Added |
| Commonwealth Equity Services, LLC | 9,993 | $3.84M | 0.01% | +698+7.5% | Added |
| D. E. Shaw & Co., Inc. | 9,973 | $3.83M | 0.01% | +1,168+13.3% | Added |
| Storebrand Asset Management AS | 9,946 | $3.82M | 0.02% | −295−2.9% | Reduced |
| Marks Group Wealth Management, Inc | 9,920 | $3.81M | 0.55% | +150+1.5% | Added |
| Nomura Asset Management Co Ltd | 9,782 | $3.76M | 0.02% | +1,244+14.6% | Added |
| Oregon Public Employees Retirement Fund | 9,714 | $3.74M | 0.06% | −3,275−25.2% | Reduced |
| TownSquare Capital, LLC | 9,662 | $3.71M | 0.11% | +503+5.5% | Added |
| Korea Investment CORP | 9,658 | $3.71M | 0.01% | −5,142−34.7% | Reduced |
| Putnam Investments LLC | 9,516 | $3.66M | 0.01% | −515−5.1% | Reduced |
| Zacks Investment Management | 9,264 | $3.56M | 0.05% | +948+11.4% | Added |
| American Century Companies Inc | 9,258 | $3.56M | 0.00% | +6,012+185.2% | Added |
| Somerset Trust Co | 9,032 | $3.47M | 1.52% | +29+0.3% | Added |
| Squarepoint Ops LLC | 9,007 | $3.46M | 0.03% | −57,871−86.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,007 | $3.46M | 0.05% | +6,241+225.6% | Added |
| Institutional & Family Asset Management, LLC | 8,960 | $3.45M | 0.60% | +556+6.6% | Added |