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 |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 35,173 | $14.1M | 0.01% | −1,176−3.2% | Reduced |
| State of Michigan Retirement System | 35,095 | $14.0M | 0.10% | 00.0% | Unchanged |
| Core Alternative Capital | 33,267 | $13.3M | 2.12% | +12,847+62.9% | Added |
| Hancock Whitney Corp | 32,413 | $13.0M | 0.55% | +19,489+150.8% | Added |
| Canada Pension Plan Investment Board | 32,155 | $12.9M | 0.02% | +28,555+793.2% | Added |
| Wendell David Associates Inc | 31,430 | $12.6M | 1.69% | −100−0.3% | Reduced |
| Bath Savings Trust Co | 31,119 | $12.5M | 1.73% | −332−1.1% | Reduced |
| BNP Paribas Arbitrage, SA | 30,865 | $12.3M | 0.03% | +8,518+38.1% | Added |
| Gateway Investment Advisers LLC | 30,665 | $12.3M | 0.15% | −295−1.0% | Reduced |
| Manufacturers Life Insurance Company, The | 28,079 | $11.2M | 0.01% | +432+1.6% | Added |
| First Trust Advisors LP | 26,959 | $10.8M | 0.01% | −9,505−26.1% | Reduced |
| ExodusPoint Capital Management, LP | 26,631 | $10.7M | 0.15% | +26,631 | New |
| TCW Group Inc | 25,653 | $10.3M | 0.15% | +3,407+15.3% | Added |
| Fisher Asset Management, LLC | 24,959 | $9.99M | 0.01% | +644+2.6% | Added |
| Voya Investment Management LLC | 24,660 | $9.87M | 0.01% | −21,402−46.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 23,590 | $9.44M | 0.03% | +2,255+10.6% | Added |
| Chevy Chase Trust Holdings, Inc. | 23,566 | $9.43M | 0.04% | +305+1.3% | Added |
| Illinois Municipal Retirement Fund | 23,366 | $9.35M | 0.23% | −3,714−13.7% | Reduced |
| Public Employees Retirement System of Ohio | 23,214 | $9.29M | 0.04% | +192+0.8% | Added |
| Man Group plc | 22,849 | $9.14M | 0.04% | – | – |
| Janney Montgomery Scott LLC | 22,469 | $8.99M | 0.04% | −69−0.3% | Reduced |
| JGP Wealth Management, LLC | 21,543 | $8.91M | 1.87% | +194+0.9% | Added |
| Papp L Roy & Associates | 22,265 | $8.91M | 1.35% | +107+0.5% | Added |
| Advisor Group Holdings, Inc. | 21,789 | $8.72M | 0.02% | −491−2.2% | Reduced |
| Point72 Europe (London) LLP | 21,700 | $8.68M | 2.76% | −1,800−7.7% | 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 |
| State of Wisconsin Investment Board | 21,488 | $8.60M | 0.03% | −5,647−20.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 21,277 | $8.51M | 0.02% | −10,015−32.0% | Reduced |
| Treasurer of the State of North Carolina | 21,011 | $8.41M | 0.06% | −769−3.5% | Reduced |
| Mn Services Vermogensbeheer B.V. | 20,900 | $8.36M | 0.09% | −1,300−5.9% | Reduced |
| State of New Jersey Common Pension Fund D | 20,761 | $8.31M | 0.03% | −299−1.4% | Reduced |
| Thrivent Financial for Lutherans | 20,710 | $8.29M | 0.02% | −110−0.5% | Reduced |
| Cubist Systematic Strategies, LLC | 20,660 | $8.27M | 0.06% | +12,234+145.2% | Added |
| Willis Investment Counsel | 20,300 | $8.12M | 0.59% | −17,400−46.2% | Reduced |
| Aviva PLC | 19,725 | $7.89M | 0.05% | −9,905−33.4% | Reduced |
| Great West Life Assurance Co | 19,538 | $7.82M | 0.02% | +2,734+16.3% | Added |
| Summit Global Investments | 18,740 | $7.50M | 0.69% | +3,369+21.9% | Added |
| Banco Santander, S.A. | 18,417 | $7.37M | 0.10% | +257+1.4% | Added |
| Nisa Investment Advisors, LLC | 18,288 | $7.32M | 0.06% | +4,399+31.7% | Added |
| Pictet Asset Management SA | 17,969 | $7.19M | 0.01% | +226+1.3% | Added |
| Asset Management One Co.,Ltd. | 17,962 | $7.19M | 0.04% | −737−3.9% | Reduced |
| D. E. Shaw & Co., Inc. | 17,893 | $7.16M | 0.01% | +7,920+79.4% | Added |
| KBC Group NV | 17,291 | $6.92M | 0.04% | −961−5.3% | Reduced |
| Railway Pension Investments Ltd | 17,000 | $6.80M | 0.07% | −4,700−21.7% | Reduced |
| Toronto Dominion Bank | 16,492 | $6.60M | 0.01% | −1,777−9.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 16,086 | $6.43M | 0.10% | +7,079+78.6% | Added |
| Amalgamated Bank | 15,751 | $6.30M | 0.06% | +669+4.4% | Added |
| Mattern Capital Management, LLC | 15,607 | $6.25M | 1.30% | −348−2.2% | Reduced |
| National Bank of Canada | 15,094 | $6.05M | 0.04% | −335−2.2% | Reduced |
| American Century Companies Inc | 14,944 | $5.98M | 0.01% | +5,686+61.4% | Added |
| Boothbay Fund Management, LLC | 14,900 | $5.96M | 0.20% | +8,070+118.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,727 | $5.89M | 0.03% | +687+4.9% | Added |
| Atria Investments LLC | 14,672 | $5.87M | 0.13% | −914−5.9% | Reduced |
| Daiwa Securities Group Inc. | 14,483 | $5.79M | 0.05% | −1,073−6.9% | Reduced |
| Pinebridge Investments, L.P. | 14,182 | $5.67M | 0.07% | −6,604−31.8% | Reduced |
| Korea Investment CORP | 14,162 | $5.67M | 0.02% | +4,504+46.6% | Added |
| O'Shaughnessy Asset Management, LLC | 14,125 | $5.65M | 0.11% | +5,791+69.5% | Added |
| Whittier Trust Co | 14,121 | $5.65M | 0.12% | +6,622+88.3% | Added |
| Heron Bay Capital Management | 13,713 | $5.49M | 3.74% | +1,236+9.9% | Added |
| Azzad Asset Management Inc | 15,135 | $5.47M | 0.55% | +31+0.2% | Added |
| US Bancorp | 13,407 | $5.36M | 0.01% | −385−2.8% | Reduced |
| Ensign Peak Advisors, Inc | 13,383 | $5.36M | 0.01% | +100+0.8% | Added |
| Erste Asset Management GmbH | 13,400 | $5.32M | 0.12% | −1,500−10.1% | Reduced |
| Jensen Investment Management Inc | 13,140 | $5.26M | 0.05% | −4,710−26.4% | Reduced |
| Rafferty Asset Management, LLC | 13,074 | $5.23M | 0.06% | +1,021+8.5% | Added |
| Regions Financial Corp | 12,768 | $5.11M | 0.05% | +131+1.0% | Added |
| Jane Street Group, LLC | 12,703 | $5.08M | 0.01% | +10,394+450.2% | Added |
| Retirement Systems of Alabama | 12,614 | $5.05M | 0.02% | +50+0.4% | Added |
| Andra AP-fonden | 12,500 | $5.00M | 0.16% | −1,400−10.1% | Reduced |
| Hendershot Investments Inc. | 12,463 | $4.99M | 0.94% | +96+0.8% | Added |
| M&T Bank Corp | 12,372 | $4.95M | 0.02% | +810+7.0% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 12,519 | $4.81M | 0.06% | 00.0% | Unchanged |
| AQR Capital Management LLC | 11,940 | $4.78M | 0.01% | +1,463+14.0% | Added |
| MetLife Investment Management | 11,656 | $4.66M | 0.04% | −108−0.9% | Reduced |
| Commonwealth Equity Services, LLC | 11,646 | $4.66M | 0.01% | +1,653+16.5% | Added |
| Commerce Bank | 11,529 | $4.61M | 0.04% | −429−3.6% | Reduced |
| Mariner, LLC | 11,225 | $4.49M | 0.02% | +83+0.7% | Added |
| JLB & Associates Inc | 11,051 | $4.42M | 0.78% | −50−0.5% | Reduced |
| American International Group, Inc. | 10,779 | $4.31M | 0.03% | −230−2.1% | Reduced |
| Jennison Associates LLC | 10,745 | $4.30M | 0.00% | +9,832+1,076.9% | Added |
| Capital Insight Partners, LLC | 10,740 | $4.30M | 1.16% | −75−0.7% | Reduced |
| Stephens Inc | 10,737 | $4.30M | 0.09% | −729−6.4% | Reduced |
| DekaBank Deutsche Girozentrale | 10,906 | $4.28M | 0.01% | +723+7.1% | Added |
| Arizona State Retirement System | 10,405 | $4.16M | 0.04% | −144−1.4% | Reduced |
| Swiss Life Asset Management Ltd | 10,395 | $4.16M | 0.07% | −702−6.3% | Reduced |
| State of Tennessee, Treasury Department | 10,391 | $4.16M | 0.02% | −4,925−32.2% | Reduced |
| Marks Group Wealth Management, Inc | 10,042 | $4.02M | 0.61% | +122+1.2% | Added |
| Storebrand Asset Management AS | 9,946 | $3.98M | 0.02% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 9,708 | $3.88M | 0.11% | +46+0.5% | Added |
| Institutional & Family Asset Management, LLC | 9,224 | $3.69M | 0.66% | +264+2.9% | Added |
| Nomura Asset Management Co Ltd | 9,210 | $3.69M | 0.02% | −572−5.8% | Reduced |
| Zacks Investment Management | 9,153 | $3.66M | 0.06% | −111−1.2% | Reduced |
| Somerset Trust Co | 9,062 | $3.63M | 1.69% | +30+0.3% | Added |
| EHP Funds Inc. | 9,020 | $3.61M | 0.79% | +400+4.6% | Added |
| Oregon Public Employees Retirement Fund | 8,961 | $3.58M | 0.05% | −753−7.8% | Reduced |
| Bridgeway Capital Management, LLC | 8,950 | $3.58M | 0.10% | +4,150+86.5% | Added |
| Eukles Asset Management | 8,841 | $3.54M | 2.32% | −114−1.3% | Reduced |
| Adage Capital Partners GP, L.L.C. | 8,700 | $3.48M | 0.01% | −95,800−91.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 8,581 | $3.43M | 0.06% | +2,952+52.4% | Added |