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 |
|---|---|---|---|---|---|
| Nomura Asset Management Co Ltd | 9,210 | $3.69M | 0.02% | −572−5.8% | Reduced |
| Institutional & Family Asset Management, LLC | 9,224 | $3.69M | 0.66% | +264+2.9% | Added |
| TownSquare Capital, LLC | 9,708 | $3.88M | 0.11% | +46+0.5% | Added |
| Storebrand Asset Management AS | 9,946 | $3.98M | 0.02% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 10,042 | $4.02M | 0.61% | +122+1.2% | Added |
| State of Tennessee, Treasury Department | 10,391 | $4.16M | 0.02% | −4,925−32.2% | Reduced |
| Swiss Life Asset Management Ltd | 10,395 | $4.16M | 0.07% | −702−6.3% | Reduced |
| Arizona State Retirement System | 10,405 | $4.16M | 0.04% | −144−1.4% | Reduced |
| DekaBank Deutsche Girozentrale | 10,906 | $4.28M | 0.01% | +723+7.1% | Added |
| Stephens Inc | 10,737 | $4.30M | 0.09% | −729−6.4% | Reduced |
| Capital Insight Partners, LLC | 10,740 | $4.30M | 1.16% | −75−0.7% | Reduced |
| Jennison Associates LLC | 10,745 | $4.30M | 0.00% | +9,832+1,076.9% | Added |
| American International Group, Inc. | 10,779 | $4.31M | 0.03% | −230−2.1% | Reduced |
| JLB & Associates Inc | 11,051 | $4.42M | 0.78% | −50−0.5% | Reduced |
| Mariner, LLC | 11,225 | $4.49M | 0.02% | +83+0.7% | Added |
| Commerce Bank | 11,529 | $4.61M | 0.04% | −429−3.6% | Reduced |
| Commonwealth Equity Services, LLC | 11,646 | $4.66M | 0.01% | +1,653+16.5% | Added |
| MetLife Investment Management | 11,656 | $4.66M | 0.04% | −108−0.9% | Reduced |
| AQR Capital Management LLC | 11,940 | $4.78M | 0.01% | +1,463+14.0% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 12,519 | $4.81M | 0.06% | 00.0% | Unchanged |
| M&T Bank Corp | 12,372 | $4.95M | 0.02% | +810+7.0% | Added |
| Hendershot Investments Inc. | 12,463 | $4.99M | 0.94% | +96+0.8% | Added |
| Andra AP-fonden | 12,500 | $5.00M | 0.16% | −1,400−10.1% | Reduced |
| Retirement Systems of Alabama | 12,614 | $5.05M | 0.02% | +50+0.4% | Added |
| Jane Street Group, LLC | 12,703 | $5.08M | 0.01% | +10,394+450.2% | Added |
| Regions Financial Corp | 12,768 | $5.11M | 0.05% | +131+1.0% | Added |
| Rafferty Asset Management, LLC | 13,074 | $5.23M | 0.06% | +1,021+8.5% | Added |
| Jensen Investment Management Inc | 13,140 | $5.26M | 0.05% | −4,710−26.4% | Reduced |
| Erste Asset Management GmbH | 13,400 | $5.32M | 0.12% | −1,500−10.1% | Reduced |
| Ensign Peak Advisors, Inc | 13,383 | $5.36M | 0.01% | +100+0.8% | Added |
| US Bancorp | 13,407 | $5.36M | 0.01% | −385−2.8% | Reduced |
| Azzad Asset Management Inc | 15,135 | $5.47M | 0.55% | +31+0.2% | Added |
| Heron Bay Capital Management | 13,713 | $5.49M | 3.74% | +1,236+9.9% | Added |
| Whittier Trust Co | 14,121 | $5.65M | 0.12% | +6,622+88.3% | Added |
| O'Shaughnessy Asset Management, LLC | 14,125 | $5.65M | 0.11% | +5,791+69.5% | Added |
| Korea Investment CORP | 14,162 | $5.67M | 0.02% | +4,504+46.6% | Added |
| Pinebridge Investments, L.P. | 14,182 | $5.67M | 0.07% | −6,604−31.8% | Reduced |
| Daiwa Securities Group Inc. | 14,483 | $5.79M | 0.05% | −1,073−6.9% | Reduced |
| Atria Investments LLC | 14,672 | $5.87M | 0.13% | −914−5.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,727 | $5.89M | 0.03% | +687+4.9% | Added |
| Boothbay Fund Management, LLC | 14,900 | $5.96M | 0.20% | +8,070+118.2% | Added |
| American Century Companies Inc | 14,944 | $5.98M | 0.01% | +5,686+61.4% | Added |
| National Bank of Canada | 15,094 | $6.05M | 0.04% | −335−2.2% | Reduced |
| Mattern Capital Management, LLC | 15,607 | $6.25M | 1.30% | −348−2.2% | Reduced |
| Amalgamated Bank | 15,751 | $6.30M | 0.06% | +669+4.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 16,086 | $6.43M | 0.10% | +7,079+78.6% | Added |
| Toronto Dominion Bank | 16,492 | $6.60M | 0.01% | −1,777−9.7% | Reduced |
| Railway Pension Investments Ltd | 17,000 | $6.80M | 0.07% | −4,700−21.7% | Reduced |
| KBC Group NV | 17,291 | $6.92M | 0.04% | −961−5.3% | Reduced |
| D. E. Shaw & Co., Inc. | 17,893 | $7.16M | 0.01% | +7,920+79.4% | Added |
| Asset Management One Co.,Ltd. | 17,962 | $7.19M | 0.04% | −737−3.9% | Reduced |
| Pictet Asset Management SA | 17,969 | $7.19M | 0.01% | +226+1.3% | Added |
| Nisa Investment Advisors, LLC | 18,288 | $7.32M | 0.06% | +4,399+31.7% | Added |
| Banco Santander, S.A. | 18,417 | $7.37M | 0.10% | +257+1.4% | Added |
| Summit Global Investments | 18,740 | $7.50M | 0.69% | +3,369+21.9% | Added |
| Great West Life Assurance Co | 19,538 | $7.82M | 0.02% | +2,734+16.3% | Added |
| Aviva PLC | 19,725 | $7.89M | 0.05% | −9,905−33.4% | Reduced |
| Willis Investment Counsel | 20,300 | $8.12M | 0.59% | −17,400−46.2% | Reduced |
| Cubist Systematic Strategies, LLC | 20,660 | $8.27M | 0.06% | +12,234+145.2% | Added |
| Thrivent Financial for Lutherans | 20,710 | $8.29M | 0.02% | −110−0.5% | Reduced |
| State of New Jersey Common Pension Fund D | 20,761 | $8.31M | 0.03% | −299−1.4% | Reduced |
| Mn Services Vermogensbeheer B.V. | 20,900 | $8.36M | 0.09% | −1,300−5.9% | Reduced |
| Treasurer of the State of North Carolina | 21,011 | $8.41M | 0.06% | −769−3.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 21,277 | $8.51M | 0.02% | −10,015−32.0% | Reduced |
| State of Wisconsin Investment Board | 21,488 | $8.60M | 0.03% | −5,647−20.8% | Reduced |
| State of Alaska, Department of Revenue | 21,598 | $8.64M | 0.12% | −1,314−5.7% | Reduced |
| Baird Financial Group, Inc. | 21,598 | $8.64M | 0.03% | +5,805+36.8% | Added |
| Point72 Europe (London) LLP | 21,700 | $8.68M | 2.76% | −1,800−7.7% | Reduced |
| Advisor Group Holdings, Inc. | 21,789 | $8.72M | 0.02% | −491−2.2% | Reduced |
| Papp L Roy & Associates | 22,265 | $8.91M | 1.35% | +107+0.5% | Added |
| JGP Wealth Management, LLC | 21,543 | $8.91M | 1.87% | +194+0.9% | Added |
| Janney Montgomery Scott LLC | 22,469 | $8.99M | 0.04% | −69−0.3% | Reduced |
| Man Group plc | 22,849 | $9.14M | 0.04% | – | – |
| Public Employees Retirement System of Ohio | 23,214 | $9.29M | 0.04% | +192+0.8% | Added |
| Illinois Municipal Retirement Fund | 23,366 | $9.35M | 0.23% | −3,714−13.7% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 23,566 | $9.43M | 0.04% | +305+1.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 23,590 | $9.44M | 0.03% | +2,255+10.6% | Added |
| Voya Investment Management LLC | 24,660 | $9.87M | 0.01% | −21,402−46.5% | Reduced |
| Fisher Asset Management, LLC | 24,959 | $9.99M | 0.01% | +644+2.6% | Added |
| TCW Group Inc | 25,653 | $10.3M | 0.15% | +3,407+15.3% | Added |
| ExodusPoint Capital Management, LP | 26,631 | $10.7M | 0.15% | +26,631 | New |
| First Trust Advisors LP | 26,959 | $10.8M | 0.01% | −9,505−26.1% | Reduced |
| Manufacturers Life Insurance Company, The | 28,079 | $11.2M | 0.01% | +432+1.6% | Added |
| Gateway Investment Advisers LLC | 30,665 | $12.3M | 0.15% | −295−1.0% | Reduced |
| BNP Paribas Arbitrage, SA | 30,865 | $12.3M | 0.03% | +8,518+38.1% | Added |
| Bath Savings Trust Co | 31,119 | $12.5M | 1.73% | −332−1.1% | Reduced |
| Wendell David Associates Inc | 31,430 | $12.6M | 1.69% | −100−0.3% | Reduced |
| Canada Pension Plan Investment Board | 32,155 | $12.9M | 0.02% | +28,555+793.2% | Added |
| Hancock Whitney Corp | 32,413 | $13.0M | 0.55% | +19,489+150.8% | Added |
| Core Alternative Capital | 33,267 | $13.3M | 2.12% | +12,847+62.9% | Added |
| State of Michigan Retirement System | 35,095 | $14.0M | 0.10% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 35,173 | $14.1M | 0.01% | −1,176−3.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 36,362 | $14.6M | 0.03% | −447−1.2% | Reduced |
| Bank of Montreal | 37,393 | $15.1M | 0.01% | −4,021−9.7% | Reduced |
| Stifel Financial Corp | 37,984 | $15.2M | 0.02% | −1,038−2.7% | Reduced |
| HSBC Holdings PLC | 38,155 | $15.3M | 0.03% | +3,703+10.7% | Added |
| Truist Financial Corp | 38,417 | $15.4M | 0.03% | −717−1.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 40,123 | $16.1M | 0.04% | +8,784+28.0% | Added |
| Envestnet Asset Management Inc | 41,298 | $16.5M | 0.01% | +281+0.7% | Added |
| UBS Group AG | 41,440 | $16.6M | 0.01% | −6,156−12.9% | Reduced |