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 |
|---|---|---|---|---|---|
| State of Michigan Retirement System | 33,035 | $13.3M | 0.09% | −2,060−5.9% | Reduced |
| Prudential Financial Inc | 32,575 | $13.1M | 0.02% | −30,522−48.4% | Reduced |
| Alyeska Investment Group, L.P. | 31,777 | $12.7M | 0.13% | −29,240−47.9% | Reduced |
| Wendell David Associates Inc | 31,247 | $12.5M | 1.54% | −183−0.6% | Reduced |
| Gateway Investment Advisers LLC | 30,767 | $12.3M | 0.15% | +102+0.3% | Added |
| Bath Savings Trust Co | 30,623 | $12.3M | 1.58% | −496−1.6% | Reduced |
| Hancock Whitney Corp | 29,014 | $11.6M | 0.45% | −3,399−10.5% | Reduced |
| Citigroup Inc | 28,473 | $11.4M | 0.02% | −13,499−32.2% | Reduced |
| TCW Group Inc | 28,241 | $11.3M | 0.16% | +2,588+10.1% | Added |
| Manufacturers Life Insurance Company, The | 27,513 | $11.0M | 0.01% | −566−2.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 27,017 | $11.0M | 0.03% | +3,427+14.5% | Added |
| BNP Paribas Arbitrage, SA | 26,504 | $10.6M | 0.03% | −4,361−14.1% | Reduced |
| Walleye Capital LLC | 26,455 | $10.6M | 0.23% | −19,684−42.7% | Reduced |
| State of Wisconsin Investment Board | 25,736 | $10.3M | 0.03% | +4,248+19.8% | Added |
| TD Asset Management Inc | 24,926 | $10.0M | 0.01% | −24,385−49.5% | Reduced |
| Voya Investment Management LLC | 24,748 | $9.93M | 0.01% | +88+0.4% | Added |
| Fisher Asset Management, LLC | 24,513 | $9.84M | 0.01% | −446−1.8% | Reduced |
| Moran Wealth Management, LLC | 24,063 | $9.65M | 0.37% | +24,063 | New |
| Baird Financial Group, Inc. | 23,189 | $9.30M | 0.02% | +1,591+7.4% | Added |
| Great West Life Assurance Co | 22,648 | $9.12M | 0.02% | +3,110+15.9% | Added |
| Korea Investment CORP | 22,605 | $9.07M | 0.03% | +8,443+59.6% | Added |
| Chevy Chase Trust Holdings, Inc. | 22,286 | $8.94M | 0.04% | −1,280−5.4% | Reduced |
| Papp L Roy & Associates | 22,230 | $8.92M | 1.25% | −35−0.2% | Reduced |
| Illinois Municipal Retirement Fund | 22,131 | $8.88M | 0.20% | −1,235−5.3% | Reduced |
| Public Employees Retirement System of Ohio | 21,990 | $8.82M | 0.04% | −1,224−5.3% | Reduced |
| Advisor Group Holdings, Inc. | 21,815 | $8.76M | 0.02% | +26+0.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 21,656 | $8.69M | 0.02% | +379+1.8% | Added |
| State of New Jersey Common Pension Fund D | 21,546 | $8.64M | 0.03% | +785+3.8% | Added |
| Treasurer of the State of North Carolina | 21,521 | $8.63M | 0.05% | +510+2.4% | Added |
| Janney Montgomery Scott LLC | 21,491 | $8.62M | 0.03% | −978−4.4% | Reduced |
| Summit Global Investments | 21,431 | $8.60M | 0.73% | +2,691+14.4% | Added |
| State of Alaska, Department of Revenue | 21,392 | $8.58M | 0.11% | −206−1.0% | Reduced |
| JGP Wealth Management, LLC | 21,339 | $8.56M | 1.57% | −204−0.9% | Reduced |
| Rockefeller Capital Management L.P. | 20,792 | $8.34M | 0.04% | −83,914−80.1% | Reduced |
| AXA S.A. | 20,726 | $8.32M | 0.03% | −23,552−53.2% | Reduced |
| Thrivent Financial for Lutherans | 20,722 | $8.31M | 0.02% | +12+0.1% | Added |
| Aviva PLC | 20,532 | $8.24M | 0.04% | +807+4.1% | Added |
| Tudor Investment Corp Et Al | 20,303 | $8.15M | 0.20% | +12,167+149.5% | Added |
| Willis Investment Counsel | 20,300 | $8.14M | 0.52% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 20,000 | $8.02M | 0.09% | +16,500+471.4% | Added |
| Marshall Wace, LLP | 19,888 | $7.98M | 0.02% | +19,888 | New |
| Toronto Dominion Bank | 19,404 | $7.78M | 0.01% | +2,912+17.7% | Added |
| Pictet Asset Management SA | 18,667 | $7.49M | 0.01% | +698+3.9% | Added |
| Acadian Asset Management LLC | 18,270 | $7.33M | 0.04% | +12,809+234.6% | Added |
| Mn Services Vermogensbeheer B.V. | 18,100 | $7.26M | 0.08% | −2,800−13.4% | Reduced |
| Thematics Asset Management | 17,647 | $7.08M | 0.43% | +17,647 | New |
| Janus Henderson Group PLC | 17,144 | $6.88M | 0.00% | +17,144 | New |
| StonePine Asset Management Inc. | 16,901 | $6.78M | 1.27% | +16,901 | New |
| KBC Group NV | 16,621 | $6.67M | 0.03% | −670−3.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 16,600 | $6.66M | 0.10% | +514+3.2% | Added |
| Banco Santander, S.A. | 16,330 | $6.55M | 0.10% | −2,087−11.3% | Reduced |
| Trexquant Investment LP | 16,276 | $6.53M | 0.19% | +16,276 | New |
| Mattern Capital Management, LLC | 15,323 | $6.15M | 1.14% | −284−1.8% | Reduced |
| Susquehanna International Group, LLP | 15,193 | $6.10M | 0.01% | +10,781+244.4% | Added |
| Asset Management One Co.,Ltd. | 14,852 | $6.03M | 0.03% | −3,110−17.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,886 | $5.97M | 0.03% | +159+1.1% | Added |
| Amalgamated Bank | 14,801 | $5.94M | 0.05% | −950−6.0% | Reduced |
| Whittier Trust Co | 14,710 | $5.90M | 0.11% | +589+4.2% | Added |
| Rafferty Asset Management, LLC | 14,705 | $5.90M | 0.05% | +1,631+12.5% | Added |
| D. E. Shaw & Co., Inc. | 14,660 | $5.88M | 0.01% | −3,233−18.1% | Reduced |
| Aquatic Capital Management LLC | 14,500 | $5.82M | 0.42% | +12,900+806.3% | Added |
| Andra AP-fonden | 14,300 | $5.74M | 0.17% | +1,800+14.4% | Added |
| Commonwealth Equity Services, LLC | 14,290 | $5.73M | 0.01% | +2,644+22.7% | Added |
| Atria Investments LLC | 14,265 | $5.72M | 0.12% | −407−2.8% | Reduced |
| Erste Asset Management GmbH | 14,000 | $5.69M | 0.12% | +600+4.5% | Added |
| Heron Bay Capital Management | 14,063 | $5.64M | 3.49% | +350+2.6% | Added |
| Daiwa Securities Group Inc. | 13,910 | $5.58M | 0.04% | −573−4.0% | Reduced |
| ExodusPoint Capital Management, LP | 13,449 | $5.40M | 0.08% | −13,182−49.5% | Reduced |
| American Century Companies Inc | 13,430 | $5.39M | 0.00% | −1,514−10.1% | Reduced |
| Boothbay Fund Management, LLC | 13,395 | $5.37M | 0.18% | −1,505−10.1% | Reduced |
| US Bancorp | 13,219 | $5.30M | 0.01% | −188−1.4% | Reduced |
| Hendershot Investments Inc. | 12,825 | $5.15M | 0.87% | +362+2.9% | Added |
| Canada Pension Plan Investment Board | 12,515 | $5.02M | 0.01% | −19,640−61.1% | Reduced |
| CIBC World Markets Corp | 12,508 | $5.02M | 0.03% | +6,236+99.4% | Added |
| Point72 Asset Management, L.P. | 12,400 | $4.98M | 0.02% | −45,471−78.6% | Reduced |
| American International Group, Inc. | 12,391 | $4.97M | 0.03% | +1,612+15.0% | Added |
| Nisa Investment Advisors, LLC | 12,331 | $4.95M | 0.04% | −5,957−32.6% | Reduced |
| APG Asset Management N.V. | 12,316 | $4.94M | 0.01% | +7,413+151.2% | Added |
| DekaBank Deutsche Girozentrale | 12,247 | $4.94M | 0.01% | +1,341+12.3% | Added |
| Regions Financial Corp | 12,284 | $4.93M | 0.05% | −484−3.8% | Reduced |
| Retirement Systems of Alabama | 12,205 | $4.90M | 0.02% | −409−3.2% | Reduced |
| Point72 Europe (London) LLP | 11,800 | $4.73M | 1.23% | −9,900−45.6% | Reduced |
| Mariner, LLC | 11,675 | $4.71M | 0.02% | +450+4.0% | Added |
| M&T Bank Corp | 11,661 | $4.68M | 0.02% | −711−5.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 11,631 | $4.67M | 0.03% | +7,257+165.9% | Added |
| TownSquare Capital, LLC | 11,610 | $4.66M | 0.12% | +1,902+19.6% | Added |
| Jensen Investment Management Inc | 11,480 | $4.61M | 0.04% | −1,660−12.6% | Reduced |
| MetLife Investment Management | 11,457 | $4.60M | 0.03% | −199−1.7% | Reduced |
| Commerce Bank | 11,454 | $4.60M | 0.04% | −75−0.7% | Reduced |
| JLB & Associates Inc | 10,934 | $4.39M | 0.70% | −117−1.1% | Reduced |
| Prana Capital Management, LP | 10,844 | $4.35M | 0.33% | +10,844 | New |
| Arizona State Retirement System | 10,750 | $4.31M | 0.04% | +345+3.3% | Added |
| Capital Insight Partners, LLC | 10,636 | $4.27M | 1.11% | −104−1.0% | Reduced |
| Ensign Peak Advisors, Inc | 10,623 | $4.26M | 0.01% | −2,760−20.6% | Reduced |
| Stony Point Capital LLC | 10,346 | $4.15M | 1.47% | +10,346 | New |
| Marks Group Wealth Management, Inc | 10,154 | $4.07M | 0.56% | +112+1.1% | Added |
| O'Shaughnessy Asset Management, LLC | 9,995 | $4.01M | 0.07% | −4,130−29.2% | Reduced |
| Storebrand Asset Management AS | 9,827 | $3.94M | 0.02% | −119−1.2% | Reduced |
| Carlson Capital L P | 9,700 | $3.89M | 0.30% | +9,700 | New |
| Stephens Inc | 9,497 | $3.81M | 0.08% | −1,240−11.5% | Reduced |