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 |
|---|---|---|---|---|---|
| Putnam Investments LLC | 7,535 | $3.13M | 0.01% | −995−11.7% | Reduced |
| Evoke Wealth, LLC | 7,747 | $3.22M | 0.12% | −153−1.9% | Reduced |
| Handelsbanken Fonder AB | 7,851 | $3.26M | 0.02% | +2,600+49.5% | Added |
| Whittier Trust Co of Nevada Inc | 7,955 | $3.30M | 0.12% | +474+6.3% | Added |
| Texas Permanent School Fund | 7,975 | $3.31M | 0.03% | +2,562+47.3% | Added |
| Coastal Bridge Advisors, LLC | 8,021 | $3.33M | 0.84% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 8,021 | $3.33M | 0.10% | +6,958+654.6% | Added |
| Lazard Asset Management LLC | 8,027 | $3.33M | 0.00% | −34,088−80.9% | Reduced |
| Tredje AP-fonden | 8,078 | $3.35M | 0.05% | +400+5.2% | Added |
| Brown Advisory Inc | 8,120 | $3.37M | 0.01% | +13+0.2% | Added |
| Eukles Asset Management | 8,295 | $3.44M | 1.87% | −140−1.7% | Reduced |
| HRT Financial LP | 8,415 | $3.49M | 0.04% | +4,580+119.4% | Added |
| Great Lakes Advisors, LLC | 8,426 | $3.50M | 0.03% | +79+0.9% | Added |
| Carlson Capital L P | 8,434 | $3.50M | 0.33% | −1,266−13.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 8,509 | $3.53M | 0.06% | +100+1.2% | Added |
| Ellsworth Advisors, LLC | 8,538 | $3.54M | 1.25% | +8,538 | New |
| Somerset Trust Co | 8,559 | $3.55M | 1.54% | −262−3.0% | Reduced |
| Virginia Retirement Systems Et Al | 8,652 | $3.59M | 0.04% | −31,048−78.2% | Reduced |
| Balyasny Asset Management LLC | 8,784 | $3.65M | 0.01% | +8,521+3,239.9% | Added |
| Xponance, Inc. | 8,800 | $3.65M | 0.05% | +237+2.8% | Added |
| PDT Partners, LLC | 8,808 | $3.66M | 0.50% | +6,505+282.5% | Added |
| Public Sector Pension Investment Board | 8,895 | $3.69M | 0.03% | +116+1.3% | Added |
| O'Shaughnessy Asset Management, LLC | 8,919 | $3.70M | 0.06% | −1,076−10.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 8,958 | $3.72M | 0.34% | +2,577+40.4% | Added |
| Acadian Asset Management LLC | 9,018 | $3.74M | 0.02% | −9,252−50.6% | Reduced |
| Linden Thomas Advisory Services, LLC | 9,012 | $3.74M | 0.93% | +245+2.8% | Added |
| ProShare Advisors LLC | 9,027 | $3.75M | 0.01% | +1,542+20.6% | Added |
| Zacks Investment Management | 9,055 | $3.76M | 0.05% | +322+3.7% | Added |
| National Bank of Canada | 9,491 | $3.94M | 0.01% | −32,315−77.3% | Reduced |
| Storebrand Asset Management AS | 9,543 | $3.96M | 0.02% | −284−2.9% | Reduced |
| Institutional & Family Asset Management, LLC | 9,577 | $3.98M | 0.66% | +273+2.9% | Added |
| Cinctive Capital Management LP | 9,634 | $4.00M | 0.15% | +9,634 | New |
| Nomura Asset Management Co Ltd | 9,768 | $4.05M | 0.02% | +511+5.5% | Added |
| Jane Street Group, LLC | 9,894 | $4.11M | 0.01% | +8,431+576.3% | Added |
| Capital Insight Partners, LLC | 10,068 | $4.18M | 0.98% | −568−5.3% | Reduced |
| Marks Group Wealth Management, Inc | 10,346 | $4.29M | 0.55% | +192+1.9% | Added |
| Stony Point Capital LLC | 10,418 | $4.32M | 1.54% | +72+0.7% | Added |
| DekaBank Deutsche Girozentrale | 10,888 | $4.43M | 0.01% | −1,359−11.1% | Reduced |
| JLB & Associates Inc | 10,811 | $4.49M | 0.68% | −123−1.1% | Reduced |
| M&T Bank Corp | 10,841 | $4.50M | 0.02% | −820−7.0% | Reduced |
| Arizona State Retirement System | 11,076 | $4.60M | 0.04% | +326+3.0% | Added |
| Ossiam | 11,128 | $4.62M | 0.10% | +9,198+476.6% | Added |
| Retirement Systems of Alabama | 11,306 | $4.69M | 0.02% | −899−7.4% | Reduced |
| Jensen Investment Management Inc | 11,480 | $4.71M | 0.04% | 00.0% | Unchanged |
| MetLife Investment Management | 11,380 | $4.72M | 0.03% | −77−0.7% | Reduced |
| Mariner, LLC | 11,415 | $4.74M | 0.01% | −260−2.2% | Reduced |
| TownSquare Capital, LLC | 11,517 | $4.78M | 0.11% | −93−0.8% | Reduced |
| Point72 Europe (London) LLP | 11,600 | $4.82M | 1.44% | −200−1.7% | Reduced |
| Ensign Peak Advisors, Inc | 11,633 | $4.83M | 0.01% | +1,010+9.5% | Added |
| Assenagon Asset Management S.A. | 11,684 | $4.85M | 0.02% | +9,743+502.0% | Added |
| Graham Capital Management, L.P. | 11,831 | $4.91M | 0.17% | +3,463+41.4% | Added |
| Tudor Investment Corp Et Al | 11,867 | $4.93M | 0.09% | −8,436−41.6% | Reduced |
| Commerce Bank | 12,313 | $5.11M | 0.04% | +859+7.5% | Added |
| Regions Financial Corp | 12,348 | $5.13M | 0.05% | +64+0.5% | Added |
| US Bancorp | 12,364 | $5.13M | 0.01% | −855−6.5% | Reduced |
| American International Group, Inc. | 12,461 | $5.17M | 0.03% | +70+0.6% | Added |
| Hendershot Investments Inc. | 12,533 | $5.20M | 0.87% | −292−2.3% | Reduced |
| Rafferty Asset Management, LLC | 12,895 | $5.35M | 0.04% | −1,810−12.3% | Reduced |
| Daiwa Securities Group Inc. | 12,900 | $5.36M | 0.04% | −1,010−7.3% | Reduced |
| Nisa Investment Advisors, LLC | 13,006 | $5.40M | 0.04% | +675+5.5% | Added |
| Summit Global Investments | 13,258 | $5.50M | 0.43% | −8,173−38.1% | Reduced |
| Stephens Inc | 13,713 | $5.69M | 0.11% | +4,216+44.4% | Added |
| Erste Asset Management GmbH | 14,000 | $5.75M | 0.11% | 00.0% | Unchanged |
| Andra AP-fonden | 14,000 | $5.81M | 0.15% | −300−2.1% | Reduced |
| Atria Investments LLC | 14,343 | $5.95M | 0.11% | +78+0.5% | Added |
| Banco Santander, S.A. | 14,490 | $6.01M | 0.09% | −1,840−11.3% | Reduced |
| Korea Investment CORP | 14,601 | $6.06M | 0.02% | −8,004−35.4% | Reduced |
| ExodusPoint Capital Management, LP | 14,636 | $6.08M | 0.07% | +1,187+8.8% | Added |
| Whittier Trust Co | 14,644 | $6.08M | 0.11% | −66−0.4% | Reduced |
| West Coast Financial LLC | 14,662 | $6.09M | 0.93% | +14,662 | New |
| Amalgamated Bank | 14,788 | $6.14M | 0.05% | −13−0.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,819 | $6.15M | 0.03% | −67−0.5% | Reduced |
| American Century Companies Inc | 14,999 | $6.21M | 0.00% | +1,569+11.7% | Added |
| AXA S.A. | 15,007 | $6.23M | 0.02% | −5,719−27.6% | Reduced |
| Commonwealth Equity Services, LLC | 15,210 | $6.31M | 0.01% | +920+6.4% | Added |
| Asset Management One Co.,Ltd. | 15,210 | $6.31M | 0.03% | +358+2.4% | Added |
| Mattern Capital Management, LLC | 15,743 | $6.53M | 1.15% | +420+2.7% | Added |
| KBC Group NV | 15,752 | $6.54M | 0.03% | −869−5.2% | Reduced |
| Gateway Investment Advisers LLC | 16,233 | $6.74M | 0.08% | −14,534−47.2% | Reduced |
| Voloridge Investment Management, LLC | 16,773 | $6.96M | 0.03% | +14,186+548.4% | Added |
| StonePine Asset Management Inc. | 16,801 | $6.97M | 0.17% | −100−0.6% | Reduced |
| Canoe Financial LP | 16,932 | $7.03M | 0.10% | +16,932 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 17,117 | $7.11M | 0.09% | +517+3.1% | Added |
| APG Asset Management N.V. | 18,603 | $7.11M | 0.02% | +6,287+51.0% | Added |
| Illinois Municipal Retirement Fund | 17,417 | $7.23M | 0.15% | −4,714−21.3% | Reduced |
| Thematics Asset Management | 17,726 | $7.36M | 0.40% | +79+0.4% | Added |
| Heron Bay Capital Management | 17,839 | $7.40M | 2.88% | +3,776+26.9% | Added |
| Toronto Dominion Bank | 17,886 | $7.42M | 0.01% | −1,518−7.8% | Reduced |
| Pictet Asset Management SA | 18,139 | $7.53M | 0.01% | −528−2.8% | Reduced |
| Adage Capital Partners GP, L.L.C. | 18,300 | $7.60M | 0.02% | +9,500+108.0% | Added |
| Mn Services Vermogensbeheer B.V. | 18,600 | $7.72M | 0.08% | +500+2.8% | Added |
| Canada Pension Plan Investment Board | 18,615 | $7.73M | 0.01% | +6,100+48.7% | Added |
| Gillson Capital LP | 19,000 | $7.89M | 0.65% | −23,911−55.7% | Reduced |
| Walleye Capital LLC | 19,001 | $7.89M | 0.16% | −7,454−28.2% | Reduced |
| Susquehanna International Group, LLP | 19,106 | $7.93M | 0.01% | +3,913+25.8% | Added |
| Alyeska Investment Group, L.P. | 19,215 | $7.98M | 0.07% | −12,562−39.5% | Reduced |
| La Financiere de L'Echiquier | 19,767 | $8.21M | 0.43% | +19,767 | New |
| Treasurer of the State of North Carolina | 20,011 | $8.31M | 0.05% | −1,510−7.0% | Reduced |
| Public Employees Retirement System of Ohio | 20,384 | $8.46M | 0.04% | −1,606−7.3% | Reduced |
| Papp L Roy & Associates | 20,450 | $8.49M | 1.15% | −1,780−8.0% | Reduced |