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 |
|---|---|---|---|---|---|
| Pictet Asset Management SA | 18,667 | $7.49M | 0.01% | +698+3.9% | Added |
| Toronto Dominion Bank | 19,404 | $7.78M | 0.01% | +2,912+17.7% | Added |
| Marshall Wace, LLP | 19,888 | $7.98M | 0.02% | +19,888 | New |
| Forsta Ap-Fonden | 20,000 | $8.02M | 0.09% | +16,500+471.4% | Added |
| Willis Investment Counsel | 20,300 | $8.14M | 0.52% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 20,303 | $8.15M | 0.20% | +12,167+149.5% | Added |
| Aviva PLC | 20,532 | $8.24M | 0.04% | +807+4.1% | Added |
| Thrivent Financial for Lutherans | 20,722 | $8.31M | 0.02% | +12+0.1% | Added |
| AXA S.A. | 20,726 | $8.32M | 0.03% | −23,552−53.2% | Reduced |
| Rockefeller Capital Management L.P. | 20,792 | $8.34M | 0.04% | −83,914−80.1% | Reduced |
| JGP Wealth Management, LLC | 21,339 | $8.56M | 1.57% | −204−0.9% | Reduced |
| State of Alaska, Department of Revenue | 21,392 | $8.58M | 0.11% | −206−1.0% | Reduced |
| Summit Global Investments | 21,431 | $8.60M | 0.73% | +2,691+14.4% | Added |
| Janney Montgomery Scott LLC | 21,491 | $8.62M | 0.03% | −978−4.4% | Reduced |
| Treasurer of the State of North Carolina | 21,521 | $8.63M | 0.05% | +510+2.4% | Added |
| State of New Jersey Common Pension Fund D | 21,546 | $8.64M | 0.03% | +785+3.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 21,656 | $8.69M | 0.02% | +379+1.8% | Added |
| Advisor Group Holdings, Inc. | 21,815 | $8.76M | 0.02% | +26+0.1% | Added |
| Public Employees Retirement System of Ohio | 21,990 | $8.82M | 0.04% | −1,224−5.3% | Reduced |
| Illinois Municipal Retirement Fund | 22,131 | $8.88M | 0.20% | −1,235−5.3% | Reduced |
| Papp L Roy & Associates | 22,230 | $8.92M | 1.25% | −35−0.2% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 22,286 | $8.94M | 0.04% | −1,280−5.4% | Reduced |
| Korea Investment CORP | 22,605 | $9.07M | 0.03% | +8,443+59.6% | Added |
| Great West Life Assurance Co | 22,648 | $9.12M | 0.02% | +3,110+15.9% | Added |
| Baird Financial Group, Inc. | 23,189 | $9.30M | 0.02% | +1,591+7.4% | Added |
| Moran Wealth Management, LLC | 24,063 | $9.65M | 0.37% | +24,063 | New |
| Fisher Asset Management, LLC | 24,513 | $9.84M | 0.01% | −446−1.8% | Reduced |
| Voya Investment Management LLC | 24,748 | $9.93M | 0.01% | +88+0.4% | Added |
| TD Asset Management Inc | 24,926 | $10.0M | 0.01% | −24,385−49.5% | Reduced |
| State of Wisconsin Investment Board | 25,736 | $10.3M | 0.03% | +4,248+19.8% | Added |
| Walleye Capital LLC | 26,455 | $10.6M | 0.23% | −19,684−42.7% | Reduced |
| BNP Paribas Arbitrage, SA | 26,504 | $10.6M | 0.03% | −4,361−14.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 27,017 | $11.0M | 0.03% | +3,427+14.5% | Added |
| Manufacturers Life Insurance Company, The | 27,513 | $11.0M | 0.01% | −566−2.0% | Reduced |
| TCW Group Inc | 28,241 | $11.3M | 0.16% | +2,588+10.1% | Added |
| Citigroup Inc | 28,473 | $11.4M | 0.02% | −13,499−32.2% | Reduced |
| Hancock Whitney Corp | 29,014 | $11.6M | 0.45% | −3,399−10.5% | Reduced |
| Bath Savings Trust Co | 30,623 | $12.3M | 1.58% | −496−1.6% | Reduced |
| Gateway Investment Advisers LLC | 30,767 | $12.3M | 0.15% | +102+0.3% | Added |
| Wendell David Associates Inc | 31,247 | $12.5M | 1.54% | −183−0.6% | Reduced |
| Alyeska Investment Group, L.P. | 31,777 | $12.7M | 0.13% | −29,240−47.9% | Reduced |
| Prudential Financial Inc | 32,575 | $13.1M | 0.02% | −30,522−48.4% | Reduced |
| State of Michigan Retirement System | 33,035 | $13.3M | 0.09% | −2,060−5.9% | Reduced |
| Two Sigma Investments, LP | 33,681 | $13.5M | 0.04% | +33,681 | New |
| Bank of Montreal | 32,815 | $14.2M | 0.01% | −4,578−12.2% | Reduced |
| The PNC Financial Services Group, Inc. | 35,598 | $14.3M | 0.01% | +425+1.2% | Added |
| Truist Financial Corp | 35,981 | $14.4M | 0.03% | −2,436−6.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 36,456 | $14.6M | 0.03% | +94+0.3% | Added |
| Man Group plc | 36,802 | $14.8M | 0.05% | +13,953+61.1% | Added |
| Core Alternative Capital | 37,152 | $14.9M | 1.90% | +3,885+11.7% | Added |
| Stifel Financial Corp | 37,488 | $15.1M | 0.02% | −496−1.3% | Reduced |
| First Trust Advisors LP | 38,031 | $15.3M | 0.02% | +11,072+41.1% | Added |
| Millennium Management LLC | 39,628 | $15.9M | 0.02% | −471,734−92.3% | Reduced |
| Virginia Retirement Systems Et Al | 39,700 | $15.9M | 0.17% | −69,400−63.6% | Reduced |
| Envestnet Asset Management Inc | 40,351 | $16.2M | 0.01% | −947−2.3% | Reduced |
| Teacher Retirement System of Texas | 41,317 | $16.6M | 0.12% | −13,242−24.3% | Reduced |
| National Bank of Canada | 41,806 | $16.8M | 0.05% | +26,712+177.0% | Added |
| Lazard Asset Management LLC | 42,115 | $16.9M | 0.02% | −11,134−20.9% | Reduced |
| Gillson Capital LP | 42,911 | $17.2M | 1.30% | +42,911 | New |
| Dock Street Asset Management Inc | 43,582 | $17.5M | 4.03% | +1,660+4.0% | Added |
| New York State Teachers Retirement System | 44,183 | $17.7M | 0.04% | +180.0% | Added |
| Standard Life Aberdeen plc | 44,731 | $17.9M | 0.05% | +2,379+5.6% | Added |
| Schonfeld Strategic Advisors LLC | 44,777 | $18.0M | 0.15% | +39,875+813.4% | Added |
| SEI Investments Co | 45,036 | $18.1M | 0.04% | −56−0.1% | Reduced |
| Saybrook Capital | 45,117 | $18.1M | 6.01% | −300−0.7% | Reduced |
| Royal London Asset Management Ltd | 46,490 | $18.7M | 0.08% | −505−1.1% | Reduced |
| Alliancebernstein L.P. | 47,771 | $19.2M | 0.01% | −2,372−4.7% | Reduced |
| State Board of Administration of Florida Retirement System | 48,087 | $19.3M | 0.05% | +200+0.4% | Added |
| Two Sigma Advisers, LP | 49,000 | $19.7M | 0.05% | +49,000 | New |
| Mitsubishi UFJ Trust & Banking Corp | 49,012 | $19.7M | 0.05% | +8,889+22.2% | Added |
| LPL Financial LLC | 49,186 | $19.7M | 0.02% | +6,575+15.4% | Added |
| Principal Financial Group Inc | 50,539 | $20.3M | 0.02% | −1,331−2.6% | Reduced |
| HSBC Holdings PLC | 51,041 | $20.5M | 0.03% | +12,886+33.8% | Added |
| Oribel Capital Management, LP | 52,300 | $21.0M | 4.85% | −11,000−17.4% | Reduced |
| Cookson Peirce & Co Inc | 52,551 | $21.1M | 1.37% | +642+1.2% | Added |
| National Pension Service | 56,621 | $22.7M | 0.04% | −1,709−2.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 57,174 | $22.9M | 0.16% | −21,396−27.2% | Reduced |
| Cubist Systematic Strategies, LLC | 58,135 | $23.3M | 0.20% | +37,475+181.4% | Added |
| New York State Common Retirement Fund | 62,200 | $25.0M | 0.03% | +5,660+10.0% | Added |
| Russell Investments Group, Ltd. | 62,777 | $25.2M | 0.05% | −15,662−20.0% | Reduced |
| Caisse de Depot Et Placement du Quebec | 64,070 | $25.7M | 0.08% | −12,200−16.0% | Reduced |
| California State Teachers Retirement System | 65,892 | $26.4M | 0.04% | +566+0.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 69,210 | $27.8M | 0.14% | +68,655+12,370.3% | Added |
| Intech Investment Management LLC | 69,710 | $28.0M | 0.21% | −36,917−34.6% | Reduced |
| Copeland Capital Management, LLC | 71,557 | $28.7M | 0.76% | +14,527+25.5% | Added |
| Barclays PLC | 73,882 | $29.6M | 0.03% | +7,423+11.2% | Added |
| Dundas Partners LLP | 75,255 | $30.2M | 3.28% | +1,546+2.1% | Added |
| Rhumbline Advisers | 79,051 | $31.7M | 0.04% | +5,286+7.2% | Added |
| UBS Group AG | 79,238 | $31.8M | 0.02% | +37,798+91.2% | Added |
| Credit Suisse AG | 83,269 | $33.4M | 0.04% | +5,181+6.6% | Added |
| Earnest Partners LLC | 83,338 | $33.4M | 0.20% | +1,632+2.0% | Added |
| Norges Bank | 85,179 | $34.2M | 0.01% | +39,664+87.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 85,551 | $34.3M | 0.12% | −2,935−3.3% | Reduced |
| HighTower Advisors, LLC | 86,315 | $34.6M | 0.08% | +1,653+2.0% | Added |
| Robeco Institutional Asset Management B.V. | 89,867 | $36.1M | 0.10% | −24,968−21.7% | Reduced |
| Victory Capital Management Inc | 90,205 | $36.2M | 0.04% | −6,241−6.5% | Reduced |
| FMR LLC | 91,169 | $36.6M | 0.00% | +8,442+10.2% | Added |
| Junto Capital Management LP | 98,189 | $39.4M | 1.12% | −43,523−30.7% | Reduced |
| Royal Bank of Canada | 104,331 | $41.9M | 0.01% | +12,052+13.1% | Added |
| Citadel Advisors LLC | 107,148 | $43.0M | 0.05% | −189,646−63.9% | Reduced |