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 |
|---|---|---|---|---|---|
| Institutional & Family Asset Management, LLC | 9,304 | $3.73M | 0.63% | +80+0.9% | Added |
| Nomura Asset Management Co Ltd | 9,257 | $3.71M | 0.02% | +47+0.5% | Added |
| Jennison Associates LLC | 8,904 | $3.57M | 0.00% | −1,841−17.1% | Reduced |
| Somerset Trust Co | 8,821 | $3.54M | 1.48% | −241−2.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 8,800 | $3.53M | 0.01% | +100+1.1% | Added |
| Public Sector Pension Investment Board | 8,779 | $3.52M | 0.03% | +1,234+16.4% | Added |
| Pinebridge Investments, L.P. | 8,771 | $3.52M | 0.04% | −5,411−38.2% | Reduced |
| Linden Thomas Advisory Services, LLC | 8,767 | $3.52M | 0.99% | +8,767 | New |
| Zacks Investment Management | 8,733 | $3.50M | 0.05% | −420−4.6% | Reduced |
| Xponance, Inc. | 8,563 | $3.44M | 0.06% | +837+10.8% | Added |
| Putnam Investments LLC | 8,530 | $3.42M | 0.01% | −41−0.5% | Reduced |
| Eukles Asset Management | 8,435 | $3.38M | 1.98% | −406−4.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 8,409 | $3.37M | 0.06% | −172−2.0% | Reduced |
| Graham Capital Management, L.P. | 8,368 | $3.36M | 0.13% | +3,162+60.7% | Added |
| Great Lakes Advisors, LLC | 8,347 | $3.35M | 0.19% | −66−0.8% | Reduced |
| Point72 Middle East FZE | 8,187 | $3.28M | 0.25% | +8,187 | New |
| Brown Advisory Inc | 8,107 | $3.25M | 0.01% | +251+3.2% | Added |
| Coastal Bridge Advisors, LLC | 8,021 | $3.22M | 0.91% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 7,952 | $3.19M | 0.02% | +7,952 | New |
| Evoke Wealth, LLC | 7,900 | $3.17M | 0.11% | −26−0.3% | Reduced |
| Tredje AP-fonden | 7,678 | $3.08M | 0.05% | +199+2.7% | Added |
| Greenland Capital Management LP | 7,643 | $3.07M | 0.56% | +7,643 | New |
| Kinneret Advisory, LLC | 7,607 | $3.05M | 0.40% | +7,607 | New |
| Y-Intercept (Hong Kong) Ltd | 7,502 | $3.01M | 0.44% | +6,223+486.6% | Added |
| ProShare Advisors LLC | 7,485 | $3.00M | 0.01% | +388+5.5% | Added |
| Whittier Trust Co of Nevada Inc | 7,481 | $3.00M | 0.12% | −384−4.9% | Reduced |
| Azzad Asset Management Inc | 7,205 | $2.89M | 0.46% | −7,930−52.4% | Reduced |
| Stiles Financial Services Inc | 7,153 | $2.87M | 1.64% | −162−2.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,986 | $2.80M | 0.14% | +58+0.8% | Added |
| Catalyst Capital Advisors LLC | 6,900 | $2.77M | 0.09% | −225−3.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 6,816 | $2.73M | 0.02% | +421+6.6% | Added |
| Utah Retirement Systems | 6,747 | $2.71M | 0.04% | −77−1.1% | Reduced |
| Gulf International Bank (UK) Ltd | 6,745 | $2.71M | 0.05% | 00.0% | Unchanged |
| NewSquare Capital LLC | 6,655 | $2.67M | 0.33% | −225−3.3% | Reduced |
| Sepio Capital, LP | 6,602 | $2.65M | 0.23% | −771−10.5% | Reduced |
| Mackenzie Financial Corp | 6,565 | $2.63M | 0.00% | −80−1.2% | Reduced |
| Birch Capital Management, LLC | 6,518 | $2.62M | 1.80% | −145−2.2% | Reduced |
| Penobscot Investment Management Company, Inc. | 6,500 | $2.61M | 0.46% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 6,489 | $2.60M | 0.13% | +2,010+44.9% | Added |
| ING Groep NV | 6,478 | $2.60M | 0.03% | +525+8.8% | Added |
| Neuberger Berman Group LLC | 6,444 | $2.59M | 0.00% | −76−1.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 6,440 | $2.58M | 0.02% | +885+15.9% | Added |
| First Republic Investment Management, Inc. | 6,399 | $2.57M | 0.01% | +710+12.5% | Added |
| Dynamic Technology Lab Private Ltd | 6,381 | $2.56M | 0.26% | +6,381 | New |
| Comerica Bank | 5,908 | $2.53M | 0.02% | +20+0.3% | Added |
| NewEdge Wealth, LLC | 6,155 | $2.47M | 0.11% | +77+1.3% | Added |
| Kesler, Norman & Wride, LLC | 6,103 | $2.45M | 0.63% | +1,219+25.0% | Added |
| Bright Rock Capital Management, LLC | 6,000 | $2.41M | 0.62% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 5,994 | $2.40M | 0.03% | −2,967−33.1% | Reduced |
| IFM Investors Pty Ltd | 5,876 | $2.36M | 0.04% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 5,836 | $2.34M | 0.01% | −4,555−43.8% | Reduced |
| Kingsview Wealth Management, LLC | 5,762 | $2.31M | 0.10% | −170−2.9% | Reduced |
| PGGM Investments | 5,734 | $2.30M | 0.04% | −356−5.8% | Reduced |
| DuPont Capital Management Corp | 5,614 | $2.25M | 0.11% | −840−13.0% | Reduced |
| Yousif Capital Management, LLC | 5,546 | $2.23M | 0.03% | −305−5.2% | Reduced |
| Winton Group Ltd | 5,514 | $2.21M | 0.15% | +1,075+24.2% | Added |
| Baker Tilly Wealth Management, LLC | 5,498 | $2.21M | 0.27% | +492+9.8% | Added |
| Mutual of America Capital Management LLC | 5,441 | $2.18M | 0.03% | +184+3.5% | Added |
| Texas Permanent School Fund | 5,413 | $2.17M | 0.03% | +39+0.7% | Added |
| PEAK6 Investments LLC | 5,409 | $2.17M | 0.12% | +4,776+754.5% | Added |
| New York Life Investment Management LLC | 5,380 | $2.16M | 0.02% | +24+0.4% | Added |
| CIBC Asset Management Inc | 5,332 | $2.14M | 0.01% | +317+6.3% | Added |
| Wellington Management Group LLP | 5,309 | $2.13M | 0.00% | −544−9.3% | Reduced |
| Kensington Investment Counsel, LLC | 5,280 | $2.12M | 1.66% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 5,251 | $2.11M | 0.01% | 00.0% | Unchanged |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 5,213 | $2.09M | 0.03% | −7,306−58.4% | Reduced |
| Engineers Gate Manager LP | 5,206 | $2.09M | 0.13% | +4,329+493.6% | Added |
| First Personal Financial Services | 5,100 | $2.05M | 0.55% | −156−3.0% | Reduced |
| Aurora Investment Managers, LLC. | 5,099 | $2.05M | 2.05% | −100−1.9% | Reduced |
| Bokf, NA | 5,054 | $2.03M | 0.04% | −70−1.4% | Reduced |
| 2Xideas AG | 5,024 | $2.02M | 0.21% | −79−1.5% | Reduced |
| Captrust Financial Advisors | 4,971 | $1.99M | 0.01% | +341+7.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 4,906 | $1.97M | 0.05% | −108−2.2% | Reduced |
| First Hawaiian Bank | 4,804 | $1.93M | 0.07% | +680+16.5% | Added |
| Logan Capital Management Inc | 4,784 | $1.92M | 0.10% | −68−1.4% | Reduced |
| AQR Capital Management LLC | 4,679 | $1.88M | 0.00% | −7,261−60.8% | Reduced |
| JustInvest LLC | 4,644 | $1.86M | 0.08% | −364−7.3% | Reduced |
| Public Employees Retirement Association of Colorado | 4,585 | $1.84M | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,520 | $1.81M | 0.02% | −15−0.3% | Reduced |
| Czech National Bank | 4,459 | $1.79M | 0.05% | +45+1.0% | Added |
| Shell Asset Management Co | 4,445 | $1.78M | 0.08% | +1,377+44.9% | Added |
| Profit Investment Management, LLC | 4,443 | $1.78M | 1.25% | 00.0% | Unchanged |
| Wolf Group Capital Advisors | 4,356 | $1.75M | 0.82% | −2,633−37.7% | Reduced |
| Natixis Investment Managers International | 4,342 | $1.74M | 0.13% | −175−3.9% | Reduced |
| Kempen Capital Management N.V. | 4,293 | $1.72M | 0.05% | +420+10.8% | Added |
| Ameritas Investment Partners, Inc. | 4,238 | $1.71M | 0.07% | +270+6.8% | Added |
| Stonnington Group, LLC | 4,179 | $1.71M | 0.47% | −350−7.7% | Reduced |
| Nissay Asset Management Corp | 4,202 | $1.69M | 0.02% | −407−8.8% | Reduced |
| Van Eck Associates Corp | 4,170 | $1.67M | 0.00% | −884−17.5% | Reduced |
| Eads & Heald Wealth Management | 4,020 | $1.61M | 0.82% | +34+0.9% | Added |
| Abner Herrman & Brock LLC | 4,000 | $1.60M | 0.25% | 00.0% | Unchanged |
| LWM Advisory Services, LLC | 4,000 | $1.60M | 1.77% | −16−0.4% | Reduced |
| Crossmark Global Holdings, Inc. | 3,996 | $1.60M | 0.04% | +312+8.5% | Added |
| Formidable Asset Management, LLC | 3,995 | $1.60M | 0.36% | −266−6.2% | Reduced |
| Guggenheim Capital LLC | 3,962 | $1.59M | 0.01% | +731+22.6% | Added |
| ICW Investment Advisors LLC | 3,948 | $1.58M | 0.95% | +20+0.5% | Added |
| FORA Capital, LLC | 3,911 | $1.57M | 0.25% | +3,911 | New |
| HRT Financial LP | 3,835 | $1.54M | 0.02% | +1,490+63.5% | Added |
| Panagora Asset Management Inc | 3,783 | $1.52M | 0.01% | +1,345+55.2% | Added |
| Taylor Frigon Capital Management LLC | 3,747 | $1.50M | 0.85% | −326−8.0% | Reduced |