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 |
|---|---|---|---|---|---|
| Bank of New York Mellon Corp | 289,170 | $120.0M | 0.03% | −4,891−1.7% | Reduced |
| Goldman Sachs Group Inc | 301,225 | $125.0M | 0.03% | +111,092+58.4% | Added |
| Legal & General Group Plc | 303,522 | $126.0M | 0.05% | +20,546+7.3% | Added |
| Echo Street Capital Management LLC | 306,960 | $127.4M | 1.15% | −9,242−2.9% | Reduced |
| Champlain Investment Partners, LLC | 330,452 | $137.2M | 0.86% | +76,039+29.9% | Added |
| Massachusetts Financial Services Co | 331,941 | $137.8M | 0.05% | +3,634+1.1% | Added |
| Charles Schwab Investment Management Inc | 342,423 | $142.1M | 0.04% | +5,322+1.6% | Added |
| Northern Trust Corp | 395,122 | $164.0M | 0.03% | +4,168+1.1% | Added |
| Fiera Capital Corp | 405,082 | $168.1M | 0.50% | −3,922−1.0% | Reduced |
| Invesco Ltd. | 448,380 | $186.1M | 0.05% | +47,578+11.9% | Added |
| Amundi | 505,092 | $203.6M | 0.11% | −3,401−0.7% | Reduced |
| JPMorgan Chase & Co | 509,941 | $211.7M | 0.03% | +31,964+6.7% | Added |
| Bank of America Corp | 620,283 | $257.5M | 0.03% | −4,171−0.7% | Reduced |
| Morgan Stanley | 701,063 | $291.0M | 0.03% | −17,225−2.4% | Reduced |
| Geode Capital Management, LLC | 917,349 | $380.0M | 0.05% | +77,980+9.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,078,226 | $447.6M | 1.32% | +8,564+0.8% | Added |
| Ninety One UK Ltd | 1,249,638 | $518.7M | 1.62% | +16,356+1.3% | Added |
| Wells Fargo & Company | 1,569,420 | $651.5M | 0.20% | −19,681−1.2% | Reduced |
| Loomis Sayles & Co L P | 1,717,910 | $713.1M | 1.24% | −43,518−2.5% | Reduced |
| State Street Corp | 1,801,801 | $747.9M | 0.04% | −44,569−2.4% | Reduced |
| Bamco Inc | 2,698,268 | $1.12B | 3.36% | +18,827+0.7% | Added |
| BlackRock Inc. | 3,187,021 | $1.32B | 0.04% | −27,341−0.9% | Reduced |
| Vanguard Group Inc | 4,567,167 | $1.90B | 0.05% | +27,395+0.6% | Added |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −6,655−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −98,189−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −52,551−100.0% | Sold out |
| Oribel Capital Management, LP | 0 | $0 | 0.00% | −52,300−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −14,500−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −13,395−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −8,904−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −7,952−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −7,643−100.0% | Sold out |
| Catalyst Capital Advisors LLC | 0 | $0 | 0.00% | −6,900−100.0% | Sold out |
| 2Xideas AG | 0 | $0 | 0.00% | −5,024−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −3,911−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −3,519−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −3,392−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −3,065−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −3,113−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Twin Capital Management Inc | 0 | $0 | 0.00% | −2,483−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −2,466−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −2,126−100.0% | Sold out |
| Liontrust Investment Partners LLP | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −1,847−100.0% | Sold out |
| Unigestion Holding SA | 0 | $0 | 0.00% | −1,810−100.0% | Sold out |
| Heartland Bank & Trust Co | 0 | $0 | 0.00% | −1,606−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −1,590−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −1,585−100.0% | Sold out |
| Haverford Financial Services, Inc. | 0 | $0 | 0.00% | −1,485−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −1,417−100.0% | Sold out |
| Knowledge Leaders Capital, LLC | 0 | $0 | 0.00% | −1,414−100.0% | Sold out |
| Kula Investments, LLC | 0 | $0 | 0.00% | −1,390−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −1,246−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −1,019−100.0% | Sold out |
| Utah Peaks Capital Inc | 0 | $0 | 0.00% | −894−100.0% | Sold out |
| Baldwin Investment Management, LLC | 0 | $0 | 0.00% | −841−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −828−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −760−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −693−100.0% | Sold out |
| Motley Fool Asset Management LLC | 0 | $0 | 0.00% | −685−100.0% | Sold out |
| Stanley-Laman Group, Ltd. | 0 | $0 | 0.00% | −567−100.0% | Sold out |
| Diversified, LLC | 0 | $0 | 0.00% | −561−100.0% | Sold out |
| DoubleLine ETF Adviser LP | 0 | $0 | 0.00% | −537−100.0% | Sold out |
| Telemus Capital, LLC | 0 | $0 | 0.00% | −523−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −527−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −431−100.0% | Sold out |
| Zullo Investment Group, Inc. | 0 | $0 | 0.00% | −315−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −265−100.0% | Sold out |
| Goodwin Investment Advisory | 0 | $0 | 0.00% | −118−100.0% | Sold out |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −111−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Resurgent Financial Advisors LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Freedom Wealth Alliance, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| High Net Worth Advisory Group LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| EWG Elevate Inc. | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Cassady Schiller Wealth Management, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| McElhenny Sheffield Capital Management, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| Seeyond | – | – | – | – | Not filed |
| Zeke Capital Advisors, LLC | – | – | – | – | Not filed |
| Allstate Investment Management Co | – | – | – | – | Not filed |
| Apella Capital, LLC | – | – | – | – | Not filed |
| Pendal Group Limited | – | – | – | – | Not filed |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |
| Tyler-Stone Wealth Management | – | – | – | – | Not filed |
| Capital Directions Investment Advisors, LLC | – | – | – | – | Not filed |
| Trustcore Financial Services, LLC | – | – | – | – | Not filed |