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 |
|---|---|---|---|---|---|
| Thrivent Financial for Lutherans | 20,742 | $8.61M | 0.02% | +20+0.1% | Added |
| JGP Wealth Management, LLC | 21,428 | $8.89M | 1.56% | +89+0.4% | Added |
| State of Alaska, Department of Revenue | 21,495 | $8.92M | 0.11% | +103+0.5% | Added |
| State of New Jersey Common Pension Fund D | 21,546 | $8.94M | 0.03% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 21,583 | $8.96M | 0.02% | −73−0.3% | Reduced |
| Advisor Group Holdings, Inc. | 21,824 | $8.97M | 0.02% | +90.0% | Added |
| Baird Financial Group, Inc. | 21,924 | $9.10M | 0.02% | −1,265−5.5% | Reduced |
| Great West Life Assurance Co | 21,921 | $9.10M | 0.02% | −727−3.2% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 22,605 | $9.38M | 0.04% | +319+1.4% | Added |
| TCW Group Inc | 23,288 | $9.67M | 0.12% | −4,953−17.5% | Reduced |
| Teacher Retirement System of Texas | 23,320 | $9.68M | 0.07% | −17,997−43.6% | Reduced |
| Fisher Asset Management, LLC | 23,855 | $9.90M | 0.01% | −658−2.7% | Reduced |
| Moran Wealth Management, LLC | 24,032 | $9.98M | 0.38% | −31−0.1% | Reduced |
| Voya Investment Management LLC | 24,151 | $10.0M | 0.01% | −597−2.4% | Reduced |
| State of Wisconsin Investment Board | 25,005 | $10.4M | 0.03% | −731−2.8% | Reduced |
| TD Asset Management Inc | 25,231 | $10.5M | 0.01% | +305+1.2% | Added |
| Janney Montgomery Scott LLC | 25,250 | $10.5M | 0.04% | +3,759+17.5% | Added |
| Trexquant Investment LP | 25,687 | $10.7M | 0.29% | +9,411+57.8% | Added |
| Manufacturers Life Insurance Company, The | 26,807 | $11.1M | 0.01% | −706−2.6% | Reduced |
| BNP Paribas Arbitrage, SA | 26,961 | $11.2M | 0.02% | +457+1.7% | Added |
| Willis Investment Counsel | 28,900 | $12.0M | 0.78% | +8,600+42.4% | Added |
| Citigroup Inc | 29,245 | $12.1M | 0.02% | +772+2.7% | Added |
| Hancock Whitney Corp | 29,317 | $12.2M | 0.49% | +303+1.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 29,949 | $12.4M | 0.03% | +2,932+10.9% | Added |
| Schonfeld Strategic Advisors LLC | 30,116 | $12.5M | 0.12% | −14,661−32.7% | Reduced |
| Bath Savings Trust Co | 30,388 | $12.6M | 1.55% | −235−0.8% | Reduced |
| Wendell David Associates Inc | 30,892 | $12.8M | 1.52% | −355−1.1% | Reduced |
| Cubist Systematic Strategies, LLC | 31,818 | $13.2M | 0.12% | −26,317−45.3% | Reduced |
| Prudential Financial Inc | 33,274 | $13.4M | 0.02% | +699+2.1% | Added |
| State of Michigan Retirement System | 33,235 | $13.8M | 0.09% | +200+0.6% | Added |
| Truist Financial Corp | 33,329 | $13.8M | 0.02% | −2,652−7.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 34,688 | $14.4M | 0.09% | −22,486−39.3% | Reduced |
| Russell Investments Group, Ltd. | 35,140 | $14.6M | 0.03% | −27,637−44.0% | Reduced |
| The PNC Financial Services Group, Inc. | 35,411 | $14.7M | 0.01% | −187−0.5% | Reduced |
| Core Alternative Capital | 35,563 | $14.8M | 1.97% | −1,589−4.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 36,340 | $15.1M | 0.03% | −116−0.3% | Reduced |
| Bank of Montreal | 38,084 | $15.8M | 0.01% | +5,269+16.1% | Added |
| DuPont Capital Management Corp | 39,727 | $16.5M | 0.79% | +34,113+607.6% | Added |
| Stifel Financial Corp | 39,982 | $16.6M | 0.02% | +2,494+6.7% | Added |
| Bank of Nova Scotia | 41,445 | $17.2M | 0.05% | +38,333+1,231.8% | Added |
| Envestnet Asset Management Inc | 42,410 | $17.6M | 0.01% | +2,059+5.1% | Added |
| Intech Investment Management LLC | 42,722 | $17.7M | 0.14% | −26,988−38.7% | Reduced |
| Dock Street Asset Management Inc | 43,684 | $18.1M | 3.53% | +102+0.2% | Added |
| New York State Teachers Retirement System | 44,142 | $18.3M | 0.04% | −41−0.1% | Reduced |
| Alliancebernstein L.P. | 44,730 | $18.6M | 0.01% | −3,041−6.4% | Reduced |
| Saybrook Capital | 45,042 | $18.7M | 5.95% | −75−0.2% | Reduced |
| State Board of Administration of Florida Retirement System | 46,397 | $19.3M | 0.04% | −1,690−3.5% | Reduced |
| Caisse de Depot Et Placement du Quebec | 46,904 | $19.5M | 0.06% | −17,166−26.8% | Reduced |
| LPL Financial LLC | 47,175 | $19.6M | 0.02% | −2,011−4.1% | Reduced |
| SEI Investments Co | 48,576 | $20.2M | 0.04% | +3,540+7.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 48,641 | $20.2M | 0.05% | −371−0.8% | Reduced |
| Royal London Asset Management Ltd | 48,749 | $20.2M | 0.08% | +2,259+4.9% | Added |
| Principal Financial Group Inc | 49,863 | $20.7M | 0.01% | −676−1.3% | Reduced |
| Standard Life Aberdeen plc | 50,832 | $21.1M | 0.05% | +6,101+13.6% | Added |
| Citadel Advisors LLC | 51,070 | $21.2M | 0.02% | −56,078−52.3% | Reduced |
| Prana Capital Management, LP | 54,028 | $22.4M | 1.90% | +43,184+398.2% | Added |
| HSBC Holdings PLC | 56,156 | $23.2M | 0.03% | +5,115+10.0% | Added |
| National Pension Service | 56,613 | $23.2M | 0.04% | −80.0% | Reduced |
| New York State Common Retirement Fund | 60,800 | $25.2M | 0.03% | −1,400−2.3% | Reduced |
| California State Teachers Retirement System | 65,430 | $27.2M | 0.04% | −462−0.7% | Reduced |
| Two Sigma Investments, LP | 65,463 | $27.2M | 0.08% | +31,782+94.4% | Added |
| UBS Group AG | 68,939 | $28.6M | 0.01% | −10,299−13.0% | Reduced |
| Schroder Investment Management Group | 70,607 | $29.3M | 0.04% | −52,685−42.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 71,135 | $29.5M | 0.08% | −18,732−20.8% | Reduced |
| Copeland Capital Management, LLC | 71,659 | $29.7M | 0.70% | +102+0.1% | Added |
| Dundas Partners LLP | 73,864 | $30.7M | 3.21% | −1,391−1.8% | Reduced |
| Man Group plc | – | $32.4M | 0.12% | – | – |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 80,618 | $33.5M | 0.12% | −4,933−5.8% | Reduced |
| Norges Bank | 81,358 | $33.8M | 0.01% | −3,821−4.5% | Reduced |
| Barclays PLC | 81,778 | $33.9M | 0.04% | +7,896+10.7% | Added |
| Rhumbline Advisers | 83,295 | $34.6M | 0.04% | +4,244+5.4% | Added |
| Victory Capital Management Inc | 83,584 | $34.7M | 0.04% | −6,621−7.3% | Reduced |
| Earnest Partners LLC | 84,368 | $35.0M | 0.20% | +1,030+1.2% | Added |
| HighTower Advisors, LLC | 84,898 | $35.2M | 0.08% | −1,417−1.6% | Reduced |
| Credit Suisse AG | 85,044 | $35.3M | 0.04% | +1,775+2.1% | Added |
| Rockefeller Capital Management L.P. | 92,092 | $38.2M | 0.16% | +71,300+342.9% | Added |
| Royal Bank of Canada | 93,280 | $38.7M | 0.01% | −11,051−10.6% | Reduced |
| FMR LLC | 100,788 | $41.8M | 0.00% | +9,619+10.6% | Added |
| Ameriprise Financial Inc | 108,365 | $44.9M | 0.01% | −2,358−2.1% | Reduced |
| Raymond James & Associates | 108,886 | $45.2M | 0.04% | −8,578−7.3% | Reduced |
| Two Sigma Advisers, LP | 109,900 | $45.6M | 0.12% | +60,900+124.3% | Added |
| Millennium Management LLC | 115,754 | $48.0M | 0.06% | +76,126+192.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 116,563 | $48.4M | 0.04% | +626+0.5% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 116,720 | $48.4M | 0.62% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 131,374 | $54.5M | 0.67% | +6,847+5.5% | Added |
| Natixis Advisors, L.P. | 132,309 | $54.9M | 0.19% | −355−0.3% | Reduced |
| Deutsche Bank AG | 133,914 | $55.6M | 0.03% | −11,030−7.6% | Reduced |
| Nordea Investment Management AB | 137,792 | $57.0M | 0.08% | −4,644−3.3% | Reduced |
| Everett Harris & Co | 146,174 | $60.7M | 0.98% | −1,827−1.2% | Reduced |
| Ninety One North America, Inc. | 149,617 | $62.1M | 2.81% | +1,630+1.1% | Added |
| Franklin Resources Inc | 151,205 | $62.8M | 0.03% | −9,129−5.7% | Reduced |
| AustralianSuper Pty Ltd | 151,807 | $63.0M | 0.43% | +151,807 | New |
| Nuveen Asset Management, LLC | 177,952 | $73.9M | 0.03% | −3,809−2.1% | Reduced |
| UBS Asset Management Americas Inc | 192,498 | $79.9M | 0.04% | −3,685−1.9% | Reduced |
| California Public Employees Retirement System | 197,443 | $82.0M | 0.07% | −7,919−3.9% | Reduced |
| Tandem Investment Advisors, Inc. | 210,960 | $87.6M | 4.20% | +19,407+10.1% | Added |
| Dimensional Fund Advisors LP | 211,349 | $87.7M | 0.03% | −10,348−4.7% | Reduced |
| Price T Rowe Associates Inc | 212,367 | $88.2M | 0.01% | +240+0.1% | Added |
| Boston Trust Walden Corp | 212,678 | $88.3M | 0.76% | −1,881−0.9% | Reduced |
| American Capital Management Inc | 235,621 | $97.8M | 3.44% | −3,599−1.5% | Reduced |