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 |
|---|---|---|---|---|---|
| Dock Street Asset Management Inc | 41,922 | $16.8M | 4.02% | +196+0.5% | Added |
| Citigroup Inc | 41,972 | $16.8M | 0.02% | −3,545−7.8% | Reduced |
| Standard Life Aberdeen plc | 42,352 | $16.9M | 0.05% | +21,763+105.7% | Added |
| LPL Financial LLC | 42,611 | $17.0M | 0.02% | +1,935+4.8% | Added |
| New York State Teachers Retirement System | 44,165 | $17.7M | 0.05% | +60.0% | Added |
| AXA S.A. | 44,278 | $17.7M | 0.07% | +18,981+75.0% | Added |
| SEI Investments Co | 45,092 | $18.0M | 0.04% | +4,470+11.0% | Added |
| Saybrook Capital | 45,417 | $18.2M | 6.40% | −127−0.3% | Reduced |
| Norges Bank | 45,515 | $18.2M | 0.00% | +12,048+36.0% | Added |
| Walleye Capital LLC | 46,139 | $18.5M | 0.42% | +20,311+78.6% | Added |
| Royal London Asset Management Ltd | 46,995 | $18.8M | 0.10% | −2,147−4.4% | Reduced |
| State Board of Administration of Florida Retirement System | 47,887 | $19.2M | 0.05% | +341+0.7% | Added |
| TD Asset Management Inc | 49,311 | $19.6M | 0.02% | +6,120+14.2% | Added |
| Alliancebernstein L.P. | 50,143 | $20.1M | 0.01% | +1,833+3.8% | Added |
| Principal Financial Group Inc | 51,870 | $20.8M | 0.02% | +924+1.8% | Added |
| Cookson Peirce & Co Inc | 51,909 | $20.8M | 1.46% | +1,089+2.1% | Added |
| Lazard Asset Management LLC | 53,249 | $21.3M | 0.03% | −28,953−35.2% | Reduced |
| Teacher Retirement System of Texas | 54,559 | $21.8M | 0.16% | +808+1.5% | Added |
| New York State Common Retirement Fund | 56,540 | $22.6M | 0.03% | −1,307−2.3% | Reduced |
| Copeland Capital Management, LLC | 57,030 | $22.8M | 0.75% | −91−0.2% | Reduced |
| National Pension Service | 58,330 | $23.1M | 0.05% | −2,068−3.4% | Reduced |
| Point72 Asset Management, L.P. | 57,871 | $23.2M | 0.10% | +14,143+32.3% | Added |
| Alyeska Investment Group, L.P. | 61,017 | $24.4M | 0.29% | +9,501+18.4% | Added |
| Prudential Financial Inc | 63,097 | $25.1M | 0.04% | −14,711−18.9% | Reduced |
| Oribel Capital Management, LP | 63,300 | $25.3M | 6.52% | +34,700+121.3% | Added |
| California State Teachers Retirement System | 65,326 | $26.1M | 0.04% | +2,037+3.2% | Added |
| Barclays PLC | 66,459 | $26.6M | 0.03% | −5,170−7.2% | Reduced |
| Dundas Partners LLP | 73,709 | $29.5M | 3.43% | 00.0% | Unchanged |
| Rhumbline Advisers | 73,765 | $29.5M | 0.04% | +3,405+4.8% | Added |
| Caisse de Depot Et Placement du Quebec | 76,270 | $30.5M | 0.09% | +7,533+11.0% | Added |
| Credit Suisse AG | 78,088 | $31.2M | 0.04% | −180−0.2% | Reduced |
| Russell Investments Group, Ltd. | 78,439 | $31.4M | 0.07% | +43,590+125.1% | Added |
| Jacobs Levy Equity Management, Inc | 78,570 | $31.4M | 0.25% | +57,012+264.5% | Added |
| Earnest Partners LLC | 81,706 | $32.7M | 0.22% | +4,354+5.6% | Added |
| FMR LLC | 82,727 | $33.1M | 0.00% | +4,683+6.0% | Added |
| HighTower Advisors, LLC | 84,662 | $33.9M | 0.09% | +2,220+2.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 88,486 | $35.4M | 0.14% | −8,147−8.4% | Reduced |
| Royal Bank of Canada | 92,279 | $36.9M | 0.01% | −53,121−36.5% | Reduced |
| Victory Capital Management Inc | 96,446 | $38.6M | 0.05% | +28,907+42.8% | Added |
| Rockefeller Capital Management L.P. | 104,706 | $41.9M | 0.22% | −703−0.7% | Reduced |
| Intech Investment Management LLC | 106,627 | $42.7M | 0.32% | +30,798+40.6% | Added |
| Deutsche Bank AG | 108,551 | $43.4M | 0.03% | −28,127−20.6% | Reduced |
| Eaton Vance Management | 109,020 | $43.6M | 0.06% | +330.0% | Added |
| Virginia Retirement Systems Et Al | 109,100 | $43.7M | 0.49% | +109,100 | New |
| Ameriprise Financial Inc | 111,633 | $44.7M | 0.02% | −10,264−8.4% | Reduced |
| Massachusetts Financial Services Co | 113,253 | $45.3M | 0.02% | +113,253 | New |
| Robeco Institutional Asset Management B.V. | 114,835 | $45.9M | 0.15% | +1,400+1.2% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 116,720 | $46.7M | 0.69% | 00.0% | Unchanged |
| Raymond James & Associates | 118,990 | $47.6M | 0.05% | +27,486+30.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 121,823 | $48.7M | 0.04% | −19,318−13.7% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 128,848 | $51.6M | 0.75% | +82,343+177.1% | Added |
| Schroder Investment Management Group | 131,539 | $52.6M | 0.09% | −24,654−15.8% | Reduced |
| Nordea Investment Management AB | 134,261 | $53.8M | 0.09% | +2,465+1.9% | Added |
| AustralianSuper Pty Ltd | 135,338 | $54.1M | 0.42% | −49,351−26.7% | Reduced |
| Natixis Advisors, L.P. | 136,710 | $54.7M | 0.23% | +2,555+1.9% | Added |
| Junto Capital Management LP | 141,712 | $56.7M | 1.58% | +104,228+278.1% | Added |
| Everett Harris & Co | 147,901 | $59.2M | 1.09% | +260.0% | Added |
| Ninety One North America, Inc. | 161,889 | $64.8M | 3.11% | −2,811−1.7% | Reduced |
| Franklin Resources Inc | 162,745 | $65.1M | 0.04% | +11,457+7.6% | Added |
| Nuveen Asset Management, LLC | 178,486 | $71.4M | 0.03% | −3,770−2.1% | Reduced |
| California Public Employees Retirement System | 182,271 | $72.9M | 0.07% | +48,661+36.4% | Added |
| UBS Asset Management Americas Inc | 202,637 | $81.1M | 0.05% | −3,554−1.7% | Reduced |
| Price T Rowe Associates Inc | 210,630 | $84.3M | 0.01% | +9,672+4.8% | Added |
| Tandem Investment Advisors, Inc. | 210,781 | $84.3M | 4.80% | −12,082−5.4% | Reduced |
| Goldman Sachs Group Inc | 222,559 | $89.0M | 0.03% | +25,669+13.0% | Added |
| Boston Trust Walden Corp | 227,185 | $90.9M | 0.90% | −30,205−11.7% | Reduced |
| Dimensional Fund Advisors LP | 233,529 | $93.4M | 0.04% | −1090.0% | Reduced |
| American Capital Management Inc | 245,785 | $98.3M | 3.88% | −4,140−1.7% | Reduced |
| Champlain Investment Partners, LLC | 253,990 | $101.6M | 0.69% | −5,575−2.1% | Reduced |
| Morgan Stanley | 264,489 | $105.8M | 0.01% | −13,475−4.8% | Reduced |
| Bank of New York Mellon Corp | 291,996 | $116.8M | 0.03% | −39,605−11.9% | Reduced |
| Citadel Advisors LLC | 296,794 | $118.8M | 0.15% | +207,087+230.8% | Added |
| Legal & General Group Plc | 297,395 | $119.0M | 0.05% | +12,515+4.4% | Added |
| Atlanta Capital Management Co L L C | 322,973 | $129.2M | 0.58% | −1,098−0.3% | Reduced |
| Charles Schwab Investment Management Inc | 324,895 | $130.0M | 0.05% | +4,478+1.4% | Added |
| Echo Street Capital Management LLC | 377,002 | $150.8M | 1.45% | +734+0.2% | Added |
| Northern Trust Corp | 390,187 | $156.1M | 0.04% | −2,014−0.5% | Reduced |
| JPMorgan Chase & Co | 393,189 | $157.3M | 0.02% | +215,375+121.1% | Added |
| Fiera Capital Corp | 426,371 | $161.6M | 0.58% | −15,858−3.6% | Reduced |
| Invesco Ltd. | 411,690 | $164.7M | 0.05% | −288,222−41.2% | Reduced |
| Amundi | 399,187 | $168.3M | 0.10% | −14,516−3.5% | Reduced |
| Millennium Management LLC | 511,362 | $204.6M | 0.25% | +505,077+8,036.2% | Added |
| Bank of America Corp | 652,755 | $261.2M | 0.03% | −34,005−5.0% | Reduced |
| Geode Capital Management, LLC | 890,625 | $356.3M | 0.05% | +16,646+1.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,107,701 | $443.2M | 1.47% | −31,783−2.8% | Reduced |
| Ninety One UK Ltd | 1,275,582 | $510.4M | 1.68% | +56,301+4.6% | Added |
| Wells Fargo & Company | 1,599,287 | $639.9M | 0.22% | −41,956−2.6% | Reduced |
| Loomis Sayles & Co L P | 1,858,252 | $743.5M | 1.51% | −59,104−3.1% | Reduced |
| State Street Corp | 1,901,458 | $760.8M | 0.05% | +19,734+1.0% | Added |
| Bamco Inc | 2,683,674 | $1.07B | 3.47% | +9,392+0.4% | Added |
| BlackRock Inc. | 3,296,394 | $1.32B | 0.05% | −101,822−3.0% | Reduced |
| Vanguard Group Inc | 4,470,764 | $1.79B | 0.05% | +3,773+0.1% | Added |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −28,811−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −25,200−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −24,522−100.0% | Sold out |
| Cypress Capital, LLC | 0 | $0 | 0.00% | −21,216−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −20,051−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −9,007−100.0% | Sold out |
| Cullinan Associates Inc | 0 | $0 | 0.00% | −6,700−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −5,753−100.0% | Sold out |