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 |
|---|---|---|---|---|---|
| First Republic Investment Management, Inc. | 6,399 | $2.57M | 0.01% | +710+12.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 6,440 | $2.58M | 0.02% | +885+15.9% | Added |
| Neuberger Berman Group LLC | 6,444 | $2.59M | 0.00% | −76−1.2% | Reduced |
| ING Groep NV | 6,478 | $2.60M | 0.03% | +525+8.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 6,489 | $2.60M | 0.13% | +2,010+44.9% | Added |
| Penobscot Investment Management Company, Inc. | 6,500 | $2.61M | 0.46% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 6,518 | $2.62M | 1.80% | −145−2.2% | Reduced |
| Mackenzie Financial Corp | 6,565 | $2.63M | 0.00% | −80−1.2% | Reduced |
| Sepio Capital, LP | 6,602 | $2.65M | 0.23% | −771−10.5% | Reduced |
| NewSquare Capital LLC | 6,655 | $2.67M | 0.33% | −225−3.3% | Reduced |
| Gulf International Bank (UK) Ltd | 6,745 | $2.71M | 0.05% | 00.0% | Unchanged |
| Utah Retirement Systems | 6,747 | $2.71M | 0.04% | −77−1.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 6,816 | $2.73M | 0.02% | +421+6.6% | Added |
| Catalyst Capital Advisors LLC | 6,900 | $2.77M | 0.09% | −225−3.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,986 | $2.80M | 0.14% | +58+0.8% | Added |
| Stiles Financial Services Inc | 7,153 | $2.87M | 1.64% | −162−2.2% | Reduced |
| Azzad Asset Management Inc | 7,205 | $2.89M | 0.46% | −7,930−52.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 7,481 | $3.00M | 0.12% | −384−4.9% | Reduced |
| ProShare Advisors LLC | 7,485 | $3.00M | 0.01% | +388+5.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 7,502 | $3.01M | 0.44% | +6,223+486.6% | Added |
| Kinneret Advisory, LLC | 7,607 | $3.05M | 0.40% | +7,607 | New |
| Greenland Capital Management LP | 7,643 | $3.07M | 0.56% | +7,643 | New |
| Tredje AP-fonden | 7,678 | $3.08M | 0.05% | +199+2.7% | Added |
| Evoke Wealth, LLC | 7,900 | $3.17M | 0.11% | −26−0.3% | Reduced |
| Squarepoint Ops LLC | 7,952 | $3.19M | 0.02% | +7,952 | New |
| Coastal Bridge Advisors, LLC | 8,021 | $3.22M | 0.91% | 00.0% | Unchanged |
| Brown Advisory Inc | 8,107 | $3.25M | 0.01% | +251+3.2% | Added |
| Point72 Middle East FZE | 8,187 | $3.28M | 0.25% | +8,187 | New |
| Great Lakes Advisors, LLC | 8,347 | $3.35M | 0.19% | −66−0.8% | Reduced |
| Graham Capital Management, L.P. | 8,368 | $3.36M | 0.13% | +3,162+60.7% | Added |
| Steward Partners Investment Advisory, LLC | 8,409 | $3.37M | 0.06% | −172−2.0% | Reduced |
| Eukles Asset Management | 8,435 | $3.38M | 1.98% | −406−4.6% | Reduced |
| Putnam Investments LLC | 8,530 | $3.42M | 0.01% | −41−0.5% | Reduced |
| Xponance, Inc. | 8,563 | $3.44M | 0.06% | +837+10.8% | Added |
| Zacks Investment Management | 8,733 | $3.50M | 0.05% | −420−4.6% | Reduced |
| Linden Thomas Advisory Services, LLC | 8,767 | $3.52M | 0.99% | +8,767 | New |
| Pinebridge Investments, L.P. | 8,771 | $3.52M | 0.04% | −5,411−38.2% | Reduced |
| Public Sector Pension Investment Board | 8,779 | $3.52M | 0.03% | +1,234+16.4% | Added |
| Adage Capital Partners GP, L.L.C. | 8,800 | $3.53M | 0.01% | +100+1.1% | Added |
| Somerset Trust Co | 8,821 | $3.54M | 1.48% | −241−2.7% | Reduced |
| Jennison Associates LLC | 8,904 | $3.57M | 0.00% | −1,841−17.1% | Reduced |
| Nomura Asset Management Co Ltd | 9,257 | $3.71M | 0.02% | +47+0.5% | Added |
| Institutional & Family Asset Management, LLC | 9,304 | $3.73M | 0.63% | +80+0.9% | Added |
| Stephens Inc | 9,497 | $3.81M | 0.08% | −1,240−11.5% | Reduced |
| Carlson Capital L P | 9,700 | $3.89M | 0.30% | +9,700 | New |
| Storebrand Asset Management AS | 9,827 | $3.94M | 0.02% | −119−1.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 9,995 | $4.01M | 0.07% | −4,130−29.2% | Reduced |
| Marks Group Wealth Management, Inc | 10,154 | $4.07M | 0.56% | +112+1.1% | Added |
| Stony Point Capital LLC | 10,346 | $4.15M | 1.47% | +10,346 | New |
| Ensign Peak Advisors, Inc | 10,623 | $4.26M | 0.01% | −2,760−20.6% | Reduced |
| Capital Insight Partners, LLC | 10,636 | $4.27M | 1.11% | −104−1.0% | Reduced |
| Arizona State Retirement System | 10,750 | $4.31M | 0.04% | +345+3.3% | Added |
| Prana Capital Management, LP | 10,844 | $4.35M | 0.33% | +10,844 | New |
| JLB & Associates Inc | 10,934 | $4.39M | 0.70% | −117−1.1% | Reduced |
| Commerce Bank | 11,454 | $4.60M | 0.04% | −75−0.7% | Reduced |
| MetLife Investment Management | 11,457 | $4.60M | 0.03% | −199−1.7% | Reduced |
| Jensen Investment Management Inc | 11,480 | $4.61M | 0.04% | −1,660−12.6% | Reduced |
| TownSquare Capital, LLC | 11,610 | $4.66M | 0.12% | +1,902+19.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 11,631 | $4.67M | 0.03% | +7,257+165.9% | Added |
| M&T Bank Corp | 11,661 | $4.68M | 0.02% | −711−5.7% | Reduced |
| Mariner, LLC | 11,675 | $4.71M | 0.02% | +450+4.0% | Added |
| Point72 Europe (London) LLP | 11,800 | $4.73M | 1.23% | −9,900−45.6% | Reduced |
| Retirement Systems of Alabama | 12,205 | $4.90M | 0.02% | −409−3.2% | Reduced |
| Regions Financial Corp | 12,284 | $4.93M | 0.05% | −484−3.8% | Reduced |
| DekaBank Deutsche Girozentrale | 12,247 | $4.94M | 0.01% | +1,341+12.3% | Added |
| APG Asset Management N.V. | 12,316 | $4.94M | 0.01% | +7,413+151.2% | Added |
| Nisa Investment Advisors, LLC | 12,331 | $4.95M | 0.04% | −5,957−32.6% | Reduced |
| American International Group, Inc. | 12,391 | $4.97M | 0.03% | +1,612+15.0% | Added |
| Point72 Asset Management, L.P. | 12,400 | $4.98M | 0.02% | −45,471−78.6% | Reduced |
| CIBC World Markets Corp | 12,508 | $5.02M | 0.03% | +6,236+99.4% | Added |
| Canada Pension Plan Investment Board | 12,515 | $5.02M | 0.01% | −19,640−61.1% | Reduced |
| Hendershot Investments Inc. | 12,825 | $5.15M | 0.87% | +362+2.9% | Added |
| US Bancorp | 13,219 | $5.30M | 0.01% | −188−1.4% | Reduced |
| Boothbay Fund Management, LLC | 13,395 | $5.37M | 0.18% | −1,505−10.1% | Reduced |
| American Century Companies Inc | 13,430 | $5.39M | 0.00% | −1,514−10.1% | Reduced |
| ExodusPoint Capital Management, LP | 13,449 | $5.40M | 0.08% | −13,182−49.5% | Reduced |
| Daiwa Securities Group Inc. | 13,910 | $5.58M | 0.04% | −573−4.0% | Reduced |
| Heron Bay Capital Management | 14,063 | $5.64M | 3.49% | +350+2.6% | Added |
| Erste Asset Management GmbH | 14,000 | $5.69M | 0.12% | +600+4.5% | Added |
| Atria Investments LLC | 14,265 | $5.72M | 0.12% | −407−2.8% | Reduced |
| Commonwealth Equity Services, LLC | 14,290 | $5.73M | 0.01% | +2,644+22.7% | Added |
| Andra AP-fonden | 14,300 | $5.74M | 0.17% | +1,800+14.4% | Added |
| Aquatic Capital Management LLC | 14,500 | $5.82M | 0.42% | +12,900+806.3% | Added |
| D. E. Shaw & Co., Inc. | 14,660 | $5.88M | 0.01% | −3,233−18.1% | Reduced |
| Rafferty Asset Management, LLC | 14,705 | $5.90M | 0.05% | +1,631+12.5% | Added |
| Whittier Trust Co | 14,710 | $5.90M | 0.11% | +589+4.2% | Added |
| Amalgamated Bank | 14,801 | $5.94M | 0.05% | −950−6.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,886 | $5.97M | 0.03% | +159+1.1% | Added |
| Asset Management One Co.,Ltd. | 14,852 | $6.03M | 0.03% | −3,110−17.3% | Reduced |
| Susquehanna International Group, LLP | 15,193 | $6.10M | 0.01% | +10,781+244.4% | Added |
| Mattern Capital Management, LLC | 15,323 | $6.15M | 1.14% | −284−1.8% | Reduced |
| Trexquant Investment LP | 16,276 | $6.53M | 0.19% | +16,276 | New |
| Banco Santander, S.A. | 16,330 | $6.55M | 0.10% | −2,087−11.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 16,600 | $6.66M | 0.10% | +514+3.2% | Added |
| KBC Group NV | 16,621 | $6.67M | 0.03% | −670−3.9% | Reduced |
| StonePine Asset Management Inc. | 16,901 | $6.78M | 1.27% | +16,901 | New |
| Janus Henderson Group PLC | 17,144 | $6.88M | 0.00% | +17,144 | New |
| Thematics Asset Management | 17,647 | $7.08M | 0.43% | +17,647 | New |
| Mn Services Vermogensbeheer B.V. | 18,100 | $7.26M | 0.08% | −2,800−13.4% | Reduced |
| Acadian Asset Management LLC | 18,270 | $7.33M | 0.04% | +12,809+234.6% | Added |