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, Q1 2023
Institutional positions in Factset Research Systems Inc as of Mar 31, 2023. 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
- 723
- −10 vs. Q4 2022
- Shares held
- 33.6M
- −71.6K (−0.2%) vs. Q4 2022
- Total value
- $14.0B
- +$449.3M (+3.3%) vs. Q4 2022
- New holders
- 55
- 225 more added
- Sold out
- 65
- 293 more reduced
10 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Factset Research Systems Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,567,167 | $1.90B | 0.05% | +27,395+0.6% | Added |
| BlackRock Inc. | 3,187,021 | $1.32B | 0.04% | −27,341−0.9% | Reduced |
| Bamco Inc | 2,698,268 | $1.12B | 3.36% | +18,827+0.7% | Added |
| State Street Corp | 1,801,801 | $747.9M | 0.04% | −44,569−2.4% | Reduced |
| Loomis Sayles & Co L P | 1,717,910 | $713.1M | 1.24% | −43,518−2.5% | Reduced |
| Wells Fargo & Company | 1,569,420 | $651.5M | 0.20% | −19,681−1.2% | Reduced |
| Ninety One UK Ltd | 1,249,638 | $518.7M | 1.62% | +16,356+1.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,078,226 | $447.6M | 1.32% | +8,564+0.8% | Added |
| Geode Capital Management, LLC | 917,349 | $380.0M | 0.05% | +77,980+9.3% | Added |
| Morgan Stanley | 701,063 | $291.0M | 0.03% | −17,225−2.4% | Reduced |
| Bank of America Corp | 620,283 | $257.5M | 0.03% | −4,171−0.7% | Reduced |
| JPMorgan Chase & Co | 509,941 | $211.7M | 0.03% | +31,964+6.7% | Added |
| Amundi | 505,092 | $203.6M | 0.11% | −3,401−0.7% | Reduced |
| Invesco Ltd. | 448,380 | $186.1M | 0.05% | +47,578+11.9% | Added |
| Fiera Capital Corp | 405,082 | $168.1M | 0.50% | −3,922−1.0% | Reduced |
| Northern Trust Corp | 395,122 | $164.0M | 0.03% | +4,168+1.1% | Added |
| Charles Schwab Investment Management Inc | 342,423 | $142.1M | 0.04% | +5,322+1.6% | Added |
| Massachusetts Financial Services Co | 331,941 | $137.8M | 0.05% | +3,634+1.1% | Added |
| Champlain Investment Partners, LLC | 330,452 | $137.2M | 0.86% | +76,039+29.9% | Added |
| Echo Street Capital Management LLC | 306,960 | $127.4M | 1.15% | −9,242−2.9% | Reduced |
| Legal & General Group Plc | 303,522 | $126.0M | 0.05% | +20,546+7.3% | Added |
| Goldman Sachs Group Inc | 301,225 | $125.0M | 0.03% | +111,092+58.4% | Added |
| Bank of New York Mellon Corp | 289,170 | $120.0M | 0.03% | −4,891−1.7% | Reduced |
| American Capital Management Inc | 235,621 | $97.8M | 3.44% | −3,599−1.5% | Reduced |
| Boston Trust Walden Corp | 212,678 | $88.3M | 0.76% | −1,881−0.9% | Reduced |
| Price T Rowe Associates Inc | 212,367 | $88.2M | 0.01% | +240+0.1% | Added |
| Dimensional Fund Advisors LP | 211,349 | $87.7M | 0.03% | −10,348−4.7% | Reduced |
| Tandem Investment Advisors, Inc. | 210,960 | $87.6M | 4.20% | +19,407+10.1% | Added |
| California Public Employees Retirement System | 197,443 | $82.0M | 0.07% | −7,919−3.9% | Reduced |
| UBS Asset Management Americas Inc | 192,498 | $79.9M | 0.04% | −3,685−1.9% | Reduced |
| Nuveen Asset Management, LLC | 177,952 | $73.9M | 0.03% | −3,809−2.1% | Reduced |
| AustralianSuper Pty Ltd | 151,807 | $63.0M | 0.43% | +151,807 | New |
| Franklin Resources Inc | 151,205 | $62.8M | 0.03% | −9,129−5.7% | Reduced |
| Ninety One North America, Inc. | 149,617 | $62.1M | 2.81% | +1,630+1.1% | Added |
| Everett Harris & Co | 146,174 | $60.7M | 0.98% | −1,827−1.2% | Reduced |
| Nordea Investment Management AB | 137,792 | $57.0M | 0.08% | −4,644−3.3% | Reduced |
| Deutsche Bank AG | 133,914 | $55.6M | 0.03% | −11,030−7.6% | Reduced |
| Natixis Advisors, L.P. | 132,309 | $54.9M | 0.19% | −355−0.3% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 131,374 | $54.5M | 0.67% | +6,847+5.5% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 116,720 | $48.4M | 0.62% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 116,563 | $48.4M | 0.04% | +626+0.5% | Added |
| Millennium Management LLC | 115,754 | $48.0M | 0.06% | +76,126+192.1% | Added |
| Two Sigma Advisers, LP | 109,900 | $45.6M | 0.12% | +60,900+124.3% | Added |
| Raymond James & Associates | 108,886 | $45.2M | 0.04% | −8,578−7.3% | Reduced |
| Ameriprise Financial Inc | 108,365 | $44.9M | 0.01% | −2,358−2.1% | Reduced |
| FMR LLC | 100,788 | $41.8M | 0.00% | +9,619+10.6% | Added |
| Royal Bank of Canada | 93,280 | $38.7M | 0.01% | −11,051−10.6% | Reduced |
| Rockefeller Capital Management L.P. | 92,092 | $38.2M | 0.16% | +71,300+342.9% | Added |
| Credit Suisse AG | 85,044 | $35.3M | 0.04% | +1,775+2.1% | Added |
| HighTower Advisors, LLC | 84,898 | $35.2M | 0.08% | −1,417−1.6% | Reduced |
| Earnest Partners LLC | 84,368 | $35.0M | 0.20% | +1,030+1.2% | Added |
| Victory Capital Management Inc | 83,584 | $34.7M | 0.04% | −6,621−7.3% | Reduced |
| Rhumbline Advisers | 83,295 | $34.6M | 0.04% | +4,244+5.4% | Added |
| Barclays PLC | 81,778 | $33.9M | 0.04% | +7,896+10.7% | Added |
| Norges Bank | 81,358 | $33.8M | 0.01% | −3,821−4.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 80,618 | $33.5M | 0.12% | −4,933−5.8% | Reduced |
| Man Group plc | – | $32.4M | 0.12% | – | – |
| Dundas Partners LLP | 73,864 | $30.7M | 3.21% | −1,391−1.8% | Reduced |
| Copeland Capital Management, LLC | 71,659 | $29.7M | 0.70% | +102+0.1% | Added |
| Robeco Institutional Asset Management B.V. | 71,135 | $29.5M | 0.08% | −18,732−20.8% | Reduced |
| Schroder Investment Management Group | 70,607 | $29.3M | 0.04% | −52,685−42.7% | Reduced |
| UBS Group AG | 68,939 | $28.6M | 0.01% | −10,299−13.0% | Reduced |
| Two Sigma Investments, LP | 65,463 | $27.2M | 0.08% | +31,782+94.4% | Added |
| California State Teachers Retirement System | 65,430 | $27.2M | 0.04% | −462−0.7% | Reduced |
| New York State Common Retirement Fund | 60,800 | $25.2M | 0.03% | −1,400−2.3% | Reduced |
| National Pension Service | 56,613 | $23.2M | 0.04% | −80.0% | Reduced |
| HSBC Holdings PLC | 56,156 | $23.2M | 0.03% | +5,115+10.0% | Added |
| Prana Capital Management, LP | 54,028 | $22.4M | 1.90% | +43,184+398.2% | Added |
| Citadel Advisors LLC | 51,070 | $21.2M | 0.02% | −56,078−52.3% | Reduced |
| Standard Life Aberdeen plc | 50,832 | $21.1M | 0.05% | +6,101+13.6% | Added |
| Principal Financial Group Inc | 49,863 | $20.7M | 0.01% | −676−1.3% | Reduced |
| Royal London Asset Management Ltd | 48,749 | $20.2M | 0.08% | +2,259+4.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 48,641 | $20.2M | 0.05% | −371−0.8% | Reduced |
| SEI Investments Co | 48,576 | $20.2M | 0.04% | +3,540+7.9% | Added |
| LPL Financial LLC | 47,175 | $19.6M | 0.02% | −2,011−4.1% | Reduced |
| Caisse de Depot Et Placement du Quebec | 46,904 | $19.5M | 0.06% | −17,166−26.8% | Reduced |
| State Board of Administration of Florida Retirement System | 46,397 | $19.3M | 0.04% | −1,690−3.5% | Reduced |
| Saybrook Capital | 45,042 | $18.7M | 5.95% | −75−0.2% | Reduced |
| Alliancebernstein L.P. | 44,730 | $18.6M | 0.01% | −3,041−6.4% | Reduced |
| New York State Teachers Retirement System | 44,142 | $18.3M | 0.04% | −41−0.1% | Reduced |
| Dock Street Asset Management Inc | 43,684 | $18.1M | 3.53% | +102+0.2% | Added |
| Intech Investment Management LLC | 42,722 | $17.7M | 0.14% | −26,988−38.7% | Reduced |
| Envestnet Asset Management Inc | 42,410 | $17.6M | 0.01% | +2,059+5.1% | Added |
| Bank of Nova Scotia | 41,445 | $17.2M | 0.05% | +38,333+1,231.8% | Added |
| Stifel Financial Corp | 39,982 | $16.6M | 0.02% | +2,494+6.7% | Added |
| DuPont Capital Management Corp | 39,727 | $16.5M | 0.79% | +34,113+607.6% | Added |
| Bank of Montreal | 38,084 | $15.8M | 0.01% | +5,269+16.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 36,340 | $15.1M | 0.03% | −116−0.3% | Reduced |
| Core Alternative Capital | 35,563 | $14.8M | 1.97% | −1,589−4.3% | Reduced |
| The PNC Financial Services Group, Inc. | 35,411 | $14.7M | 0.01% | −187−0.5% | Reduced |
| Russell Investments Group, Ltd. | 35,140 | $14.6M | 0.03% | −27,637−44.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 34,688 | $14.4M | 0.09% | −22,486−39.3% | Reduced |
| Truist Financial Corp | 33,329 | $13.8M | 0.02% | −2,652−7.4% | Reduced |
| State of Michigan Retirement System | 33,235 | $13.8M | 0.09% | +200+0.6% | Added |
| Prudential Financial Inc | 33,274 | $13.4M | 0.02% | +699+2.1% | Added |
| Cubist Systematic Strategies, LLC | 31,818 | $13.2M | 0.12% | −26,317−45.3% | Reduced |
| Wendell David Associates Inc | 30,892 | $12.8M | 1.52% | −355−1.1% | Reduced |
| Bath Savings Trust Co | 30,388 | $12.6M | 1.55% | −235−0.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 30,116 | $12.5M | 0.12% | −14,661−32.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 29,949 | $12.4M | 0.03% | +2,932+10.9% | Added |