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 |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 110,723 | $44.4M | 0.02% | −910−0.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 115,937 | $46.5M | 0.04% | −5,886−4.8% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 116,720 | $46.8M | 0.63% | 00.0% | Unchanged |
| Raymond James & Associates | 117,464 | $47.1M | 0.04% | −1,526−1.3% | Reduced |
| Schroder Investment Management Group | 123,292 | $49.5M | 0.08% | −8,247−6.3% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 124,527 | $50.0M | 0.65% | −4,321−3.4% | Reduced |
| Natixis Advisors, L.P. | 132,664 | $53.2M | 0.20% | −4,046−3.0% | Reduced |
| Nordea Investment Management AB | 142,436 | $57.4M | 0.09% | +8,175+6.1% | Added |
| Deutsche Bank AG | 144,944 | $58.2M | 0.03% | +36,393+33.5% | Added |
| Ninety One North America, Inc. | 147,987 | $59.4M | 2.90% | −13,902−8.6% | Reduced |
| Everett Harris & Co | 148,001 | $59.4M | 1.02% | +100+0.1% | Added |
| Franklin Resources Inc | 160,334 | $64.3M | 0.03% | −2,411−1.5% | Reduced |
| Nuveen Asset Management, LLC | 181,761 | $72.9M | 0.03% | +3,275+1.8% | Added |
| Goldman Sachs Group Inc | 190,133 | $76.3M | 0.02% | −32,426−14.6% | Reduced |
| Tandem Investment Advisors, Inc. | 191,553 | $76.9M | 3.97% | −19,228−9.1% | Reduced |
| UBS Asset Management Americas Inc | 196,183 | $78.7M | 0.04% | −6,454−3.2% | Reduced |
| California Public Employees Retirement System | 205,362 | $82.4M | 0.07% | +23,091+12.7% | Added |
| Price T Rowe Associates Inc | 212,127 | $85.1M | 0.01% | +1,497+0.7% | Added |
| Boston Trust Walden Corp | 214,559 | $86.1M | 0.76% | −12,626−5.6% | Reduced |
| Dimensional Fund Advisors LP | 221,697 | $89.0M | 0.03% | −11,832−5.1% | Reduced |
| American Capital Management Inc | 239,220 | $96.0M | 3.76% | −6,565−2.7% | Reduced |
| Champlain Investment Partners, LLC | 254,413 | $102.1M | 0.65% | +423+0.2% | Added |
| Legal & General Group Plc | 282,976 | $113.5M | 0.04% | −14,419−4.8% | Reduced |
| Bank of New York Mellon Corp | 294,061 | $118.0M | 0.03% | +2,065+0.7% | Added |
| Echo Street Capital Management LLC | 316,202 | $126.9M | 1.23% | −60,800−16.1% | Reduced |
| Massachusetts Financial Services Co | 328,307 | $131.7M | 0.05% | +215,054+189.9% | Added |
| Charles Schwab Investment Management Inc | 337,101 | $135.2M | 0.04% | +12,206+3.8% | Added |
| Northern Trust Corp | 390,954 | $156.9M | 0.03% | +767+0.2% | Added |
| Invesco Ltd. | 400,802 | $160.8M | 0.05% | −10,888−2.6% | Reduced |
| Fiera Capital Corp | 409,004 | $164.1M | 0.51% | −17,367−4.1% | Reduced |
| JPMorgan Chase & Co | 477,977 | $191.8M | 0.03% | +84,788+21.6% | Added |
| Amundi | 508,493 | $209.5M | 0.11% | +109,306+27.4% | Added |
| Bank of America Corp | 624,454 | $250.5M | 0.03% | −28,301−4.3% | Reduced |
| Morgan Stanley | 718,288 | $288.2M | 0.03% | +453,799+171.6% | Added |
| Geode Capital Management, LLC | 839,369 | $336.5M | 0.05% | −51,256−5.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,069,662 | $429.2M | 1.34% | −38,039−3.4% | Reduced |
| Ninety One UK Ltd | 1,233,282 | $494.8M | 1.59% | −42,300−3.3% | Reduced |
| Wells Fargo & Company | 1,589,101 | $637.6M | 0.20% | −10,186−0.6% | Reduced |
| Loomis Sayles & Co L P | 1,761,428 | $706.7M | 1.41% | −96,824−5.2% | Reduced |
| State Street Corp | 1,846,370 | $740.8M | 0.04% | −55,088−2.9% | Reduced |
| Bamco Inc | 2,679,441 | $1.08B | 3.62% | −4,233−0.2% | Reduced |
| BlackRock Inc. | 3,214,362 | $1.29B | 0.04% | −82,032−2.5% | Reduced |
| Vanguard Group Inc | 4,539,772 | $1.82B | 0.05% | +69,008+1.5% | Added |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −135,338−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −17,000−100.0% | Sold out |
| EHP Funds Inc. | 0 | $0 | 0.00% | −9,020−100.0% | Sold out |
| Strategic Global Advisors, LLC | 0 | $0 | 0.00% | −7,888−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −5,100−100.0% | Sold out |
| Cordatus Wealth Management LLC | 0 | $0 | 0.00% | −4,305−100.0% | Sold out |
| Richard Bernstein Advisors LLC | 0 | $0 | 0.00% | −4,105−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −4,085−100.0% | Sold out |
| Toews Corp | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −2,626−100.0% | Sold out |
| OPSEU Pension Plan Trust Fund | 0 | $0 | 0.00% | −1,942−100.0% | Sold out |
| SRN Advisors, LLC | 0 | $0 | 0.00% | −1,851−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −1,840−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −1,810−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −1,404−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −1,402−100.0% | Sold out |
| DCM Advisors, LLC | 0 | $0 | 0.00% | −1,310−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −1,242−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −1,067−100.0% | Sold out |
| L2 Asset Management, LLC | 0 | $0 | 0.00% | −1,059−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −1,027−100.0% | Sold out |
| Silver Lake Advisory, LLC | 0 | $0 | 0.00% | −981−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −876−100.0% | Sold out |
| Investment Partners, Ltd. | 0 | $0 | 0.00% | −740−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −708−100.0% | Sold out |
| Wedmont Private Capital | 0 | $0 | 0.00% | −691−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −643−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −610−100.0% | Sold out |
| Ascent Group, LLC | 0 | $0 | 0.00% | −538−100.0% | Sold out |
| Reynders McVeigh Capital Management, LLC | 0 | $0 | 0.00% | −521−100.0% | Sold out |
| Capital Square, LLC | 0 | $0 | 0.00% | −521−100.0% | Sold out |
| Quantinno Capital Management LP | 0 | $0 | 0.00% | −504−100.0% | Sold out |
| Delaney Dennis R | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Ellis Investment Partners, LLC | 0 | $0 | 0.00% | −375−100.0% | Sold out |
| Icon Wealth Advisors, LLC | 0 | $0 | 0.00% | −296−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −284−100.0% | Sold out |
| Axim Planning & Wealth | 0 | $0 | 0.00% | −285−100.0% | Sold out |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −203−100.0% | Sold out |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Investors Asset Management of Georgia Inc | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Castle Wealth Management LLC | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Oxler Private Wealth LLC | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| Almanack Investment Partners, LLC. | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Standard Family Office LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Financial Enhancement Group LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Atlanta Capital Management Co L L C | – | – | – | – | Not filed |
| Eaton Vance Management | – | – | – | – | Not filed |
| Doyle Wealth Management | – | – | – | – | Not filed |
| FourThought Financial, LLC | – | – | – | – | Not filed |
| Redpoint Investment Management Pty Ltd | – | – | – | – | Not filed |
| Spearhead Capital Advisors, LLC | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |
| Covington Capital Management | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |