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 |
|---|---|---|---|---|---|
| Sumitomo Mitsui DS Asset Management Company, Ltd | 3,013 | $1.25M | 0.02% | +43+1.4% | Added |
| Kentucky Retirement Systems | 3,024 | $1.25M | 0.05% | +38+1.3% | Added |
| Guggenheim Capital LLC | 3,034 | $1.26M | 0.01% | −928−23.4% | Reduced |
| Swiss Life Asset Management Ltd | 3,049 | $1.27M | 0.02% | +201+7.1% | Added |
| Mission Wealth Management, LP | 3,080 | $1.28M | 0.05% | −27−0.9% | Reduced |
| Westpac Banking Corp | 3,081 | $1.28M | 0.02% | 00.0% | Unchanged |
| Pensionfund Sabic | 3,100 | $1.29M | 0.45% | −400−11.4% | Reduced |
| Aviva PLC | 3,110 | $1.29M | 0.01% | −17,422−84.9% | Reduced |
| Achmea Investment Management B.V. | 3,153 | $1.31M | 0.04% | 00.0% | Unchanged |
| Strong Tower Advisory Services | 3,194 | $1.33M | 0.70% | −37−1.1% | Reduced |
| Hartford Investment Management Co | 3,209 | $1.33M | 0.05% | +438+15.8% | Added |
| Securian Asset Management, Inc | 3,328 | $1.38M | 0.04% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 3,347 | $1.39M | 0.01% | −436−11.5% | Reduced |
| AE Wealth Management LLC | 3,349 | $1.39M | 0.01% | −97−2.8% | Reduced |
| PFG Advisors | 3,366 | $1.40M | 0.12% | −30−0.9% | Reduced |
| British Columbia Investment Management Corp | 3,399 | $1.41M | 0.01% | +36+1.1% | Added |
| Teachers Retirement System of the State of Kentucky | 3,456 | $1.44M | 0.01% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 3,477 | $1.44M | 0.48% | +1,970+130.7% | Added |
| Resources Investment Advisors, LLC. | 3,511 | $1.46M | 0.03% | +1,150+48.7% | Added |
| Wolf Group Capital Advisors | 3,644 | $1.51M | 0.75% | −712−16.3% | Reduced |
| Taylor Frigon Capital Management LLC | 3,650 | $1.52M | 0.83% | −97−2.6% | Reduced |
| Crossmark Global Holdings, Inc. | 3,661 | $1.52M | 0.04% | −335−8.4% | Reduced |
| JustInvest LLC | 3,676 | $1.53M | 0.05% | −968−20.8% | Reduced |
| D. E. Shaw & Co., Inc. | 3,729 | $1.55M | 0.00% | −10,931−74.6% | Reduced |
| Natixis Investment Managers International | 3,832 | $1.59M | 0.12% | −510−11.7% | Reduced |
| Formidable Asset Management, LLC | 3,853 | $1.60M | 0.34% | −142−3.6% | Reduced |
| Kempen Capital Management N.V. | 3,965 | $1.65M | 0.03% | −328−7.6% | Reduced |
| Abner Herrman & Brock LLC | 4,000 | $1.66M | 0.25% | 00.0% | Unchanged |
| LWM Advisory Services, LLC | 4,000 | $1.66M | 1.77% | 00.0% | Unchanged |
| Profit Investment Management, LLC | 4,025 | $1.67M | 1.10% | −418−9.4% | Reduced |
| Nissay Asset Management Corp | 4,068 | $1.69M | 0.02% | −134−3.2% | Reduced |
| Stonnington Group, LLC | 4,079 | $1.70M | 0.44% | −100−2.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 4,117 | $1.71M | 0.07% | +4,117 | New |
| ICW Investment Advisors LLC | 4,138 | $1.72M | 0.98% | +190+4.8% | Added |
| Eads & Heald Wealth Management | 4,233 | $1.76M | 0.87% | +213+5.3% | Added |
| EP Wealth Advisors, LLC | 11,904 | $1.76M | 0.03% | +10,797+975.3% | Added |
| Ostrum Asset Management | 4,278 | $1.78M | 0.15% | +4,278 | New |
| Van Eck Associates Corp | 4,342 | $1.80M | 0.00% | +172+4.1% | Added |
| CI Private Wealth, LLC | 4,392 | $1.82M | 0.00% | +696+18.8% | Added |
| SG Americas Securities, LLC | 4,394 | $1.82M | 0.02% | +3,647+488.2% | Added |
| Shell Asset Management Co | 4,425 | $1.84M | 0.08% | −20−0.4% | Reduced |
| AQR Capital Management LLC | 4,465 | $1.85M | 0.00% | −214−4.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,505 | $1.87M | 0.02% | −15−0.3% | Reduced |
| Czech National Bank | 4,506 | $1.87M | 0.05% | +47+1.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 4,513 | $1.87M | 0.03% | −700−13.4% | Reduced |
| Logan Capital Management Inc | 4,520 | $1.88M | 0.09% | −264−5.5% | Reduced |
| First Hawaiian Bank | 4,544 | $1.89M | 0.06% | −260−5.4% | Reduced |
| GWM Advisors LLC | 4,575 | $1.90M | 0.02% | −138−2.9% | Reduced |
| Public Employees Retirement Association of Colorado | 4,585 | $1.90M | 0.01% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 4,592 | $1.91M | 0.59% | +1,380+43.0% | Added |
| Captrust Financial Advisors | 4,609 | $1.91M | 0.01% | −362−7.3% | Reduced |
| Blair William & Co | 4,717 | $1.96M | 0.01% | +2,015+74.6% | Added |
| Kingsview Wealth Management, LLC | 4,816 | $2.00M | 0.08% | −946−16.4% | Reduced |
| Kensington Investment Counsel, LLC | 4,862 | $2.02M | 1.52% | −418−7.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 4,906 | $2.04M | 0.04% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 5,013 | $2.08M | 0.04% | −1,732−25.7% | Reduced |
| CIBC World Markets Corp | 5,024 | $2.09M | 0.03% | −7,484−59.8% | Reduced |
| First Personal Financial Services | 5,065 | $2.10M | 0.55% | −35−0.7% | Reduced |
| Aurora Investment Managers, LLC. | 5,075 | $2.11M | 1.83% | −24−0.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 5,302 | $2.20M | 0.01% | −6,329−54.4% | Reduced |
| Yousif Capital Management, LLC | 5,331 | $2.21M | 0.03% | −215−3.9% | Reduced |
| Candriam Luxembourg S.C.A. | 5,823 | $2.22M | 0.02% | +2,632+82.5% | Added |
| New York Life Investment Management LLC | 5,417 | $2.25M | 0.02% | +37+0.7% | Added |
| Mutual of America Capital Management LLC | 5,472 | $2.27M | 0.03% | +31+0.6% | Added |
| Marshall Wace, LLP | 5,489 | $2.28M | 0.01% | −14,399−72.4% | Reduced |
| CIBC Asset Management Inc | 5,548 | $2.30M | 0.01% | +216+4.1% | Added |
| Baker Tilly Wealth Management, LLC | 5,563 | $2.31M | 0.26% | +65+1.2% | Added |
| Ameritas Investment Partners, Inc. | 5,564 | $2.31M | 0.09% | +1,326+31.3% | Added |
| Qube Research & Technologies Ltd | 5,587 | $2.32M | 0.01% | +5,587 | New |
| Janus Henderson Group PLC | 5,650 | $2.34M | 0.00% | −11,494−67.0% | Reduced |
| NewEdge Wealth, LLC | 5,663 | $2.35M | 0.09% | −492−8.0% | Reduced |
| PGGM Investments | 5,734 | $2.38M | 0.04% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 5,764 | $2.39M | 0.00% | +5,764 | New |
| Sepio Capital, LP | 5,880 | $2.44M | 0.23% | −722−10.9% | Reduced |
| Oregon Public Employees Retirement Fund | 5,971 | $2.48M | 0.03% | −23−0.4% | Reduced |
| Mackenzie Financial Corp | 5,990 | $2.49M | 0.00% | −575−8.8% | Reduced |
| Bright Rock Capital Management, LLC | 6,000 | $2.49M | 0.62% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 6,034 | $2.50M | 0.01% | +198+3.4% | Added |
| Neuberger Berman Group LLC | 6,273 | $2.60M | 0.00% | −171−2.7% | Reduced |
| Kesler, Norman & Wride, LLC | 6,373 | $2.65M | 0.67% | +270+4.4% | Added |
| IFM Investors Pty Ltd | 6,379 | $2.65M | 0.04% | +503+8.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 6,412 | $2.66M | 0.07% | +5,490+595.4% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 6,475 | $2.69M | 0.02% | −341−5.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 6,485 | $2.69M | 0.02% | +45+0.7% | Added |
| ING Groep NV | 6,500 | $2.70M | 0.03% | +22+0.3% | Added |
| Penobscot Investment Management Company, Inc. | 6,500 | $2.70M | 0.47% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 6,518 | $2.71M | 1.74% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 6,569 | $2.73M | 0.01% | +170+2.7% | Added |
| Vestmark Advisory Solutions, Inc. | 6,644 | $2.76M | 0.12% | −342−4.9% | Reduced |
| Utah Retirement Systems | 6,747 | $2.80M | 0.04% | 00.0% | Unchanged |
| Wellington Management Group LLP | 6,873 | $2.85M | 0.00% | +1,564+29.5% | Added |
| Prospera Financial Services Inc | 7,001 | $2.91M | 0.12% | +3,971+131.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 7,022 | $2.92M | 0.15% | +533+8.2% | Added |
| Stiles Financial Services Inc | 7,052 | $2.93M | 1.57% | −101−1.4% | Reduced |
| Forsta Ap-Fonden | 7,100 | $2.95M | 0.03% | −12,900−64.5% | Reduced |
| First Trust Advisors LP | 7,208 | $2.99M | 0.00% | −30,823−81.0% | Reduced |
| Kinneret Advisory, LLC | 7,219 | $3.00M | 0.39% | −388−5.1% | Reduced |
| CIBC World Markets Inc. | 7,226 | $3.00M | 0.01% | +4,812+199.3% | Added |
| Spire Wealth Management | 7,228 | $3.00M | 0.12% | +6,415+789.1% | Added |
| Azzad Asset Management Inc | 7,305 | $3.03M | 0.43% | +100+1.4% | Added |