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, Q3 2022
Institutional positions in Factset Research Systems Inc as of Sep 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
- 692
- +7 vs. Q2 2022
- Shares held
- 34.5M
- +586.3K (+1.7%) vs. Q2 2022
- Total value
- $13.8B
- +$766.0M (+5.9%) vs. Q2 2022
- New holders
- 63
- 241 more added
- Sold out
- 56
- 249 more reduced
8 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Factset Research Systems Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,470,764 | $1.79B | 0.05% | +3,773+0.1% | Added |
| BlackRock Inc. | 3,296,394 | $1.32B | 0.05% | −101,822−3.0% | Reduced |
| Bamco Inc | 2,683,674 | $1.07B | 3.47% | +9,392+0.4% | Added |
| State Street Corp | 1,901,458 | $760.8M | 0.05% | +19,734+1.0% | Added |
| Loomis Sayles & Co L P | 1,858,252 | $743.5M | 1.51% | −59,104−3.1% | Reduced |
| Wells Fargo & Company | 1,599,287 | $639.9M | 0.22% | −41,956−2.6% | Reduced |
| Ninety One UK Ltd | 1,275,582 | $510.4M | 1.68% | +56,301+4.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,107,701 | $443.2M | 1.47% | −31,783−2.8% | Reduced |
| Geode Capital Management, LLC | 890,625 | $356.3M | 0.05% | +16,646+1.9% | Added |
| Bank of America Corp | 652,755 | $261.2M | 0.03% | −34,005−5.0% | Reduced |
| Millennium Management LLC | 511,362 | $204.6M | 0.25% | +505,077+8,036.2% | Added |
| Amundi | 399,187 | $168.3M | 0.10% | −14,516−3.5% | Reduced |
| Invesco Ltd. | 411,690 | $164.7M | 0.05% | −288,222−41.2% | Reduced |
| Fiera Capital Corp | 426,371 | $161.6M | 0.58% | −15,858−3.6% | Reduced |
| JPMorgan Chase & Co | 393,189 | $157.3M | 0.02% | +215,375+121.1% | Added |
| Northern Trust Corp | 390,187 | $156.1M | 0.04% | −2,014−0.5% | Reduced |
| Echo Street Capital Management LLC | 377,002 | $150.8M | 1.45% | +734+0.2% | Added |
| Charles Schwab Investment Management Inc | 324,895 | $130.0M | 0.05% | +4,478+1.4% | Added |
| Atlanta Capital Management Co L L C | 322,973 | $129.2M | 0.58% | −1,098−0.3% | Reduced |
| Legal & General Group Plc | 297,395 | $119.0M | 0.05% | +12,515+4.4% | Added |
| Citadel Advisors LLC | 296,794 | $118.8M | 0.15% | +207,087+230.8% | Added |
| Bank of New York Mellon Corp | 291,996 | $116.8M | 0.03% | −39,605−11.9% | Reduced |
| Morgan Stanley | 264,489 | $105.8M | 0.01% | −13,475−4.8% | Reduced |
| Champlain Investment Partners, LLC | 253,990 | $101.6M | 0.69% | −5,575−2.1% | Reduced |
| American Capital Management Inc | 245,785 | $98.3M | 3.88% | −4,140−1.7% | Reduced |
| Dimensional Fund Advisors LP | 233,529 | $93.4M | 0.04% | −1090.0% | Reduced |
| Boston Trust Walden Corp | 227,185 | $90.9M | 0.90% | −30,205−11.7% | Reduced |
| Goldman Sachs Group Inc | 222,559 | $89.0M | 0.03% | +25,669+13.0% | Added |
| Tandem Investment Advisors, Inc. | 210,781 | $84.3M | 4.80% | −12,082−5.4% | Reduced |
| Price T Rowe Associates Inc | 210,630 | $84.3M | 0.01% | +9,672+4.8% | Added |
| UBS Asset Management Americas Inc | 202,637 | $81.1M | 0.05% | −3,554−1.7% | Reduced |
| California Public Employees Retirement System | 182,271 | $72.9M | 0.07% | +48,661+36.4% | Added |
| Nuveen Asset Management, LLC | 178,486 | $71.4M | 0.03% | −3,770−2.1% | Reduced |
| Franklin Resources Inc | 162,745 | $65.1M | 0.04% | +11,457+7.6% | Added |
| Ninety One North America, Inc. | 161,889 | $64.8M | 3.11% | −2,811−1.7% | Reduced |
| Everett Harris & Co | 147,901 | $59.2M | 1.09% | +260.0% | Added |
| Junto Capital Management LP | 141,712 | $56.7M | 1.58% | +104,228+278.1% | Added |
| Natixis Advisors, L.P. | 136,710 | $54.7M | 0.23% | +2,555+1.9% | Added |
| AustralianSuper Pty Ltd | 135,338 | $54.1M | 0.42% | −49,351−26.7% | Reduced |
| Nordea Investment Management AB | 134,261 | $53.8M | 0.09% | +2,465+1.9% | Added |
| Schroder Investment Management Group | 131,539 | $52.6M | 0.09% | −24,654−15.8% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 128,848 | $51.6M | 0.75% | +82,343+177.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 121,823 | $48.7M | 0.04% | −19,318−13.7% | Reduced |
| Raymond James & Associates | 118,990 | $47.6M | 0.05% | +27,486+30.0% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 116,720 | $46.7M | 0.69% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 114,835 | $45.9M | 0.15% | +1,400+1.2% | Added |
| Massachusetts Financial Services Co | 113,253 | $45.3M | 0.02% | +113,253 | New |
| Ameriprise Financial Inc | 111,633 | $44.7M | 0.02% | −10,264−8.4% | Reduced |
| Virginia Retirement Systems Et Al | 109,100 | $43.7M | 0.49% | +109,100 | New |
| Eaton Vance Management | 109,020 | $43.6M | 0.06% | +330.0% | Added |
| Deutsche Bank AG | 108,551 | $43.4M | 0.03% | −28,127−20.6% | Reduced |
| Intech Investment Management LLC | 106,627 | $42.7M | 0.32% | +30,798+40.6% | Added |
| Rockefeller Capital Management L.P. | 104,706 | $41.9M | 0.22% | −703−0.7% | Reduced |
| Victory Capital Management Inc | 96,446 | $38.6M | 0.05% | +28,907+42.8% | Added |
| Royal Bank of Canada | 92,279 | $36.9M | 0.01% | −53,121−36.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 88,486 | $35.4M | 0.14% | −8,147−8.4% | Reduced |
| HighTower Advisors, LLC | 84,662 | $33.9M | 0.09% | +2,220+2.7% | Added |
| FMR LLC | 82,727 | $33.1M | 0.00% | +4,683+6.0% | Added |
| Earnest Partners LLC | 81,706 | $32.7M | 0.22% | +4,354+5.6% | Added |
| Jacobs Levy Equity Management, Inc | 78,570 | $31.4M | 0.25% | +57,012+264.5% | Added |
| Russell Investments Group, Ltd. | 78,439 | $31.4M | 0.07% | +43,590+125.1% | Added |
| Credit Suisse AG | 78,088 | $31.2M | 0.04% | −180−0.2% | Reduced |
| Caisse de Depot Et Placement du Quebec | 76,270 | $30.5M | 0.09% | +7,533+11.0% | Added |
| Rhumbline Advisers | 73,765 | $29.5M | 0.04% | +3,405+4.8% | Added |
| Dundas Partners LLP | 73,709 | $29.5M | 3.43% | 00.0% | Unchanged |
| Barclays PLC | 66,459 | $26.6M | 0.03% | −5,170−7.2% | Reduced |
| California State Teachers Retirement System | 65,326 | $26.1M | 0.04% | +2,037+3.2% | Added |
| Oribel Capital Management, LP | 63,300 | $25.3M | 6.52% | +34,700+121.3% | Added |
| Prudential Financial Inc | 63,097 | $25.1M | 0.04% | −14,711−18.9% | Reduced |
| Alyeska Investment Group, L.P. | 61,017 | $24.4M | 0.29% | +9,501+18.4% | Added |
| Point72 Asset Management, L.P. | 57,871 | $23.2M | 0.10% | +14,143+32.3% | Added |
| National Pension Service | 58,330 | $23.1M | 0.05% | −2,068−3.4% | Reduced |
| Copeland Capital Management, LLC | 57,030 | $22.8M | 0.75% | −91−0.2% | Reduced |
| New York State Common Retirement Fund | 56,540 | $22.6M | 0.03% | −1,307−2.3% | Reduced |
| Teacher Retirement System of Texas | 54,559 | $21.8M | 0.16% | +808+1.5% | Added |
| Lazard Asset Management LLC | 53,249 | $21.3M | 0.03% | −28,953−35.2% | Reduced |
| Cookson Peirce & Co Inc | 51,909 | $20.8M | 1.46% | +1,089+2.1% | Added |
| Principal Financial Group Inc | 51,870 | $20.8M | 0.02% | +924+1.8% | Added |
| Alliancebernstein L.P. | 50,143 | $20.1M | 0.01% | +1,833+3.8% | Added |
| TD Asset Management Inc | 49,311 | $19.6M | 0.02% | +6,120+14.2% | Added |
| State Board of Administration of Florida Retirement System | 47,887 | $19.2M | 0.05% | +341+0.7% | Added |
| Royal London Asset Management Ltd | 46,995 | $18.8M | 0.10% | −2,147−4.4% | Reduced |
| Walleye Capital LLC | 46,139 | $18.5M | 0.42% | +20,311+78.6% | Added |
| Norges Bank | 45,515 | $18.2M | 0.00% | +12,048+36.0% | Added |
| Saybrook Capital | 45,417 | $18.2M | 6.40% | −127−0.3% | Reduced |
| SEI Investments Co | 45,092 | $18.0M | 0.04% | +4,470+11.0% | Added |
| AXA S.A. | 44,278 | $17.7M | 0.07% | +18,981+75.0% | Added |
| New York State Teachers Retirement System | 44,165 | $17.7M | 0.05% | +60.0% | Added |
| LPL Financial LLC | 42,611 | $17.0M | 0.02% | +1,935+4.8% | Added |
| Standard Life Aberdeen plc | 42,352 | $16.9M | 0.05% | +21,763+105.7% | Added |
| Citigroup Inc | 41,972 | $16.8M | 0.02% | −3,545−7.8% | Reduced |
| Dock Street Asset Management Inc | 41,922 | $16.8M | 4.02% | +196+0.5% | Added |
| UBS Group AG | 41,440 | $16.6M | 0.01% | −6,156−12.9% | Reduced |
| Envestnet Asset Management Inc | 41,298 | $16.5M | 0.01% | +281+0.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 40,123 | $16.1M | 0.04% | +8,784+28.0% | Added |
| Truist Financial Corp | 38,417 | $15.4M | 0.03% | −717−1.8% | Reduced |
| HSBC Holdings PLC | 38,155 | $15.3M | 0.03% | +3,703+10.7% | Added |
| Stifel Financial Corp | 37,984 | $15.2M | 0.02% | −1,038−2.7% | Reduced |
| Bank of Montreal | 37,393 | $15.1M | 0.01% | −4,021−9.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 36,362 | $14.6M | 0.03% | −447−1.2% | Reduced |