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, Q4 2022
Institutional positions in Factset Research Systems Inc as of Dec 31, 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
- 743
- +62 vs. Q3 2022
- Shares held
- 33.7M
- −320.8K (−0.9%) vs. Q3 2022
- Total value
- $13.5B
- −$84.2M (−0.6%) vs. Q3 2022
- New holders
- 110
- 232 more added
- Sold out
- 48
- 270 more reduced
11 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Factset Research Systems Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,539,772 | $1.82B | 0.05% | +69,008+1.5% | Added |
| BlackRock Inc. | 3,214,362 | $1.29B | 0.04% | −82,032−2.5% | Reduced |
| Bamco Inc | 2,679,441 | $1.08B | 3.62% | −4,233−0.2% | Reduced |
| State Street Corp | 1,846,370 | $740.8M | 0.04% | −55,088−2.9% | Reduced |
| Loomis Sayles & Co L P | 1,761,428 | $706.7M | 1.41% | −96,824−5.2% | Reduced |
| Wells Fargo & Company | 1,589,101 | $637.6M | 0.20% | −10,186−0.6% | Reduced |
| Ninety One UK Ltd | 1,233,282 | $494.8M | 1.59% | −42,300−3.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,069,662 | $429.2M | 1.34% | −38,039−3.4% | Reduced |
| Geode Capital Management, LLC | 839,369 | $336.5M | 0.05% | −51,256−5.8% | Reduced |
| Morgan Stanley | 718,288 | $288.2M | 0.03% | +453,799+171.6% | Added |
| Bank of America Corp | 624,454 | $250.5M | 0.03% | −28,301−4.3% | Reduced |
| Amundi | 508,493 | $209.5M | 0.11% | +109,306+27.4% | Added |
| JPMorgan Chase & Co | 477,977 | $191.8M | 0.03% | +84,788+21.6% | Added |
| Fiera Capital Corp | 409,004 | $164.1M | 0.51% | −17,367−4.1% | Reduced |
| Invesco Ltd. | 400,802 | $160.8M | 0.05% | −10,888−2.6% | Reduced |
| Northern Trust Corp | 390,954 | $156.9M | 0.03% | +767+0.2% | Added |
| Charles Schwab Investment Management Inc | 337,101 | $135.2M | 0.04% | +12,206+3.8% | Added |
| Massachusetts Financial Services Co | 328,307 | $131.7M | 0.05% | +215,054+189.9% | Added |
| Echo Street Capital Management LLC | 316,202 | $126.9M | 1.23% | −60,800−16.1% | Reduced |
| Bank of New York Mellon Corp | 294,061 | $118.0M | 0.03% | +2,065+0.7% | Added |
| Legal & General Group Plc | 282,976 | $113.5M | 0.04% | −14,419−4.8% | Reduced |
| Champlain Investment Partners, LLC | 254,413 | $102.1M | 0.65% | +423+0.2% | Added |
| American Capital Management Inc | 239,220 | $96.0M | 3.76% | −6,565−2.7% | Reduced |
| Dimensional Fund Advisors LP | 221,697 | $89.0M | 0.03% | −11,832−5.1% | Reduced |
| Boston Trust Walden Corp | 214,559 | $86.1M | 0.76% | −12,626−5.6% | Reduced |
| Price T Rowe Associates Inc | 212,127 | $85.1M | 0.01% | +1,497+0.7% | Added |
| California Public Employees Retirement System | 205,362 | $82.4M | 0.07% | +23,091+12.7% | Added |
| UBS Asset Management Americas Inc | 196,183 | $78.7M | 0.04% | −6,454−3.2% | Reduced |
| Tandem Investment Advisors, Inc. | 191,553 | $76.9M | 3.97% | −19,228−9.1% | Reduced |
| Goldman Sachs Group Inc | 190,133 | $76.3M | 0.02% | −32,426−14.6% | Reduced |
| Nuveen Asset Management, LLC | 181,761 | $72.9M | 0.03% | +3,275+1.8% | Added |
| Franklin Resources Inc | 160,334 | $64.3M | 0.03% | −2,411−1.5% | Reduced |
| Everett Harris & Co | 148,001 | $59.4M | 1.02% | +100+0.1% | Added |
| Ninety One North America, Inc. | 147,987 | $59.4M | 2.90% | −13,902−8.6% | Reduced |
| Deutsche Bank AG | 144,944 | $58.2M | 0.03% | +36,393+33.5% | Added |
| Nordea Investment Management AB | 142,436 | $57.4M | 0.09% | +8,175+6.1% | Added |
| Natixis Advisors, L.P. | 132,664 | $53.2M | 0.20% | −4,046−3.0% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 124,527 | $50.0M | 0.65% | −4,321−3.4% | Reduced |
| Schroder Investment Management Group | 123,292 | $49.5M | 0.08% | −8,247−6.3% | Reduced |
| Raymond James & Associates | 117,464 | $47.1M | 0.04% | −1,526−1.3% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 116,720 | $46.8M | 0.63% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 115,937 | $46.5M | 0.04% | −5,886−4.8% | Reduced |
| Ameriprise Financial Inc | 110,723 | $44.4M | 0.02% | −910−0.8% | Reduced |
| Citadel Advisors LLC | 107,148 | $43.0M | 0.05% | −189,646−63.9% | Reduced |
| Royal Bank of Canada | 104,331 | $41.9M | 0.01% | +12,052+13.1% | Added |
| Junto Capital Management LP | 98,189 | $39.4M | 1.12% | −43,523−30.7% | Reduced |
| FMR LLC | 91,169 | $36.6M | 0.00% | +8,442+10.2% | Added |
| Victory Capital Management Inc | 90,205 | $36.2M | 0.04% | −6,241−6.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 89,867 | $36.1M | 0.10% | −24,968−21.7% | Reduced |
| HighTower Advisors, LLC | 86,315 | $34.6M | 0.08% | +1,653+2.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 85,551 | $34.3M | 0.12% | −2,935−3.3% | Reduced |
| Norges Bank | 85,179 | $34.2M | 0.01% | +39,664+87.1% | Added |
| Earnest Partners LLC | 83,338 | $33.4M | 0.20% | +1,632+2.0% | Added |
| Credit Suisse AG | 83,269 | $33.4M | 0.04% | +5,181+6.6% | Added |
| UBS Group AG | 79,238 | $31.8M | 0.02% | +37,798+91.2% | Added |
| Rhumbline Advisers | 79,051 | $31.7M | 0.04% | +5,286+7.2% | Added |
| Dundas Partners LLP | 75,255 | $30.2M | 3.28% | +1,546+2.1% | Added |
| Barclays PLC | 73,882 | $29.6M | 0.03% | +7,423+11.2% | Added |
| Copeland Capital Management, LLC | 71,557 | $28.7M | 0.76% | +14,527+25.5% | Added |
| Intech Investment Management LLC | 69,710 | $28.0M | 0.21% | −36,917−34.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 69,210 | $27.8M | 0.14% | +68,655+12,370.3% | Added |
| California State Teachers Retirement System | 65,892 | $26.4M | 0.04% | +566+0.9% | Added |
| Caisse de Depot Et Placement du Quebec | 64,070 | $25.7M | 0.08% | −12,200−16.0% | Reduced |
| Russell Investments Group, Ltd. | 62,777 | $25.2M | 0.05% | −15,662−20.0% | Reduced |
| New York State Common Retirement Fund | 62,200 | $25.0M | 0.03% | +5,660+10.0% | Added |
| Cubist Systematic Strategies, LLC | 58,135 | $23.3M | 0.20% | +37,475+181.4% | Added |
| Jacobs Levy Equity Management, Inc | 57,174 | $22.9M | 0.16% | −21,396−27.2% | Reduced |
| National Pension Service | 56,621 | $22.7M | 0.04% | −1,709−2.9% | Reduced |
| Cookson Peirce & Co Inc | 52,551 | $21.1M | 1.37% | +642+1.2% | Added |
| Oribel Capital Management, LP | 52,300 | $21.0M | 4.85% | −11,000−17.4% | Reduced |
| HSBC Holdings PLC | 51,041 | $20.5M | 0.03% | +12,886+33.8% | Added |
| Principal Financial Group Inc | 50,539 | $20.3M | 0.02% | −1,331−2.6% | Reduced |
| LPL Financial LLC | 49,186 | $19.7M | 0.02% | +6,575+15.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 49,012 | $19.7M | 0.05% | +8,889+22.2% | Added |
| Two Sigma Advisers, LP | 49,000 | $19.7M | 0.05% | +49,000 | New |
| State Board of Administration of Florida Retirement System | 48,087 | $19.3M | 0.05% | +200+0.4% | Added |
| Alliancebernstein L.P. | 47,771 | $19.2M | 0.01% | −2,372−4.7% | Reduced |
| Royal London Asset Management Ltd | 46,490 | $18.7M | 0.08% | −505−1.1% | Reduced |
| Saybrook Capital | 45,117 | $18.1M | 6.01% | −300−0.7% | Reduced |
| SEI Investments Co | 45,036 | $18.1M | 0.04% | −56−0.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 44,777 | $18.0M | 0.15% | +39,875+813.4% | Added |
| Standard Life Aberdeen plc | 44,731 | $17.9M | 0.05% | +2,379+5.6% | Added |
| New York State Teachers Retirement System | 44,183 | $17.7M | 0.04% | +180.0% | Added |
| Dock Street Asset Management Inc | 43,582 | $17.5M | 4.03% | +1,660+4.0% | Added |
| Gillson Capital LP | 42,911 | $17.2M | 1.30% | +42,911 | New |
| Lazard Asset Management LLC | 42,115 | $16.9M | 0.02% | −11,134−20.9% | Reduced |
| National Bank of Canada | 41,806 | $16.8M | 0.05% | +26,712+177.0% | Added |
| Teacher Retirement System of Texas | 41,317 | $16.6M | 0.12% | −13,242−24.3% | Reduced |
| Envestnet Asset Management Inc | 40,351 | $16.2M | 0.01% | −947−2.3% | Reduced |
| Virginia Retirement Systems Et Al | 39,700 | $15.9M | 0.17% | −69,400−63.6% | Reduced |
| Millennium Management LLC | 39,628 | $15.9M | 0.02% | −471,734−92.3% | Reduced |
| First Trust Advisors LP | 38,031 | $15.3M | 0.02% | +11,072+41.1% | Added |
| Stifel Financial Corp | 37,488 | $15.1M | 0.02% | −496−1.3% | Reduced |
| Core Alternative Capital | 37,152 | $14.9M | 1.90% | +3,885+11.7% | Added |
| Man Group plc | 36,802 | $14.8M | 0.05% | +13,953+61.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 36,456 | $14.6M | 0.03% | +94+0.3% | Added |
| Truist Financial Corp | 35,981 | $14.4M | 0.03% | −2,436−6.3% | Reduced |
| The PNC Financial Services Group, Inc. | 35,598 | $14.3M | 0.01% | +425+1.2% | Added |
| Bank of Montreal | 32,815 | $14.2M | 0.01% | −4,578−12.2% | Reduced |
| Two Sigma Investments, LP | 33,681 | $13.5M | 0.04% | +33,681 | New |