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 |
|---|---|---|---|---|---|
| Hancock Whitney Corp | 29,317 | $12.2M | 0.49% | +303+1.0% | Added |
| Citigroup Inc | 29,245 | $12.1M | 0.02% | +772+2.7% | Added |
| Willis Investment Counsel | 28,900 | $12.0M | 0.78% | +8,600+42.4% | Added |
| BNP Paribas Arbitrage, SA | 26,961 | $11.2M | 0.02% | +457+1.7% | Added |
| Manufacturers Life Insurance Company, The | 26,807 | $11.1M | 0.01% | −706−2.6% | Reduced |
| Trexquant Investment LP | 25,687 | $10.7M | 0.29% | +9,411+57.8% | Added |
| Janney Montgomery Scott LLC | 25,250 | $10.5M | 0.04% | +3,759+17.5% | Added |
| TD Asset Management Inc | 25,231 | $10.5M | 0.01% | +305+1.2% | Added |
| State of Wisconsin Investment Board | 25,005 | $10.4M | 0.03% | −731−2.8% | Reduced |
| Voya Investment Management LLC | 24,151 | $10.0M | 0.01% | −597−2.4% | Reduced |
| Moran Wealth Management, LLC | 24,032 | $9.98M | 0.38% | −31−0.1% | Reduced |
| Fisher Asset Management, LLC | 23,855 | $9.90M | 0.01% | −658−2.7% | Reduced |
| Teacher Retirement System of Texas | 23,320 | $9.68M | 0.07% | −17,997−43.6% | Reduced |
| TCW Group Inc | 23,288 | $9.67M | 0.12% | −4,953−17.5% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 22,605 | $9.38M | 0.04% | +319+1.4% | Added |
| Great West Life Assurance Co | 21,921 | $9.10M | 0.02% | −727−3.2% | Reduced |
| Baird Financial Group, Inc. | 21,924 | $9.10M | 0.02% | −1,265−5.5% | Reduced |
| Advisor Group Holdings, Inc. | 21,824 | $8.97M | 0.02% | +90.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 21,583 | $8.96M | 0.02% | −73−0.3% | Reduced |
| State of New Jersey Common Pension Fund D | 21,546 | $8.94M | 0.03% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 21,495 | $8.92M | 0.11% | +103+0.5% | Added |
| JGP Wealth Management, LLC | 21,428 | $8.89M | 1.56% | +89+0.4% | Added |
| Thrivent Financial for Lutherans | 20,742 | $8.61M | 0.02% | +20+0.1% | Added |
| Papp L Roy & Associates | 20,450 | $8.49M | 1.15% | −1,780−8.0% | Reduced |
| Public Employees Retirement System of Ohio | 20,384 | $8.46M | 0.04% | −1,606−7.3% | Reduced |
| Treasurer of the State of North Carolina | 20,011 | $8.31M | 0.05% | −1,510−7.0% | Reduced |
| La Financiere de L'Echiquier | 19,767 | $8.21M | 0.43% | +19,767 | New |
| Alyeska Investment Group, L.P. | 19,215 | $7.98M | 0.07% | −12,562−39.5% | Reduced |
| Susquehanna International Group, LLP | 19,106 | $7.93M | 0.01% | +3,913+25.8% | Added |
| Walleye Capital LLC | 19,001 | $7.89M | 0.16% | −7,454−28.2% | Reduced |
| Gillson Capital LP | 19,000 | $7.89M | 0.65% | −23,911−55.7% | Reduced |
| Canada Pension Plan Investment Board | 18,615 | $7.73M | 0.01% | +6,100+48.7% | Added |
| Mn Services Vermogensbeheer B.V. | 18,600 | $7.72M | 0.08% | +500+2.8% | Added |
| Adage Capital Partners GP, L.L.C. | 18,300 | $7.60M | 0.02% | +9,500+108.0% | Added |
| Pictet Asset Management SA | 18,139 | $7.53M | 0.01% | −528−2.8% | Reduced |
| Toronto Dominion Bank | 17,886 | $7.42M | 0.01% | −1,518−7.8% | Reduced |
| Heron Bay Capital Management | 17,839 | $7.40M | 2.88% | +3,776+26.9% | Added |
| Thematics Asset Management | 17,726 | $7.36M | 0.40% | +79+0.4% | Added |
| Illinois Municipal Retirement Fund | 17,417 | $7.23M | 0.15% | −4,714−21.3% | Reduced |
| APG Asset Management N.V. | 18,603 | $7.11M | 0.02% | +6,287+51.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 17,117 | $7.11M | 0.09% | +517+3.1% | Added |
| Canoe Financial LP | 16,932 | $7.03M | 0.10% | +16,932 | New |
| StonePine Asset Management Inc. | 16,801 | $6.97M | 0.17% | −100−0.6% | Reduced |
| Voloridge Investment Management, LLC | 16,773 | $6.96M | 0.03% | +14,186+548.4% | Added |
| Gateway Investment Advisers LLC | 16,233 | $6.74M | 0.08% | −14,534−47.2% | Reduced |
| KBC Group NV | 15,752 | $6.54M | 0.03% | −869−5.2% | Reduced |
| Mattern Capital Management, LLC | 15,743 | $6.53M | 1.15% | +420+2.7% | Added |
| Asset Management One Co.,Ltd. | 15,210 | $6.31M | 0.03% | +358+2.4% | Added |
| Commonwealth Equity Services, LLC | 15,210 | $6.31M | 0.01% | +920+6.4% | Added |
| AXA S.A. | 15,007 | $6.23M | 0.02% | −5,719−27.6% | Reduced |
| American Century Companies Inc | 14,999 | $6.21M | 0.00% | +1,569+11.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,819 | $6.15M | 0.03% | −67−0.5% | Reduced |
| Amalgamated Bank | 14,788 | $6.14M | 0.05% | −13−0.1% | Reduced |
| West Coast Financial LLC | 14,662 | $6.09M | 0.93% | +14,662 | New |
| Whittier Trust Co | 14,644 | $6.08M | 0.11% | −66−0.4% | Reduced |
| ExodusPoint Capital Management, LP | 14,636 | $6.08M | 0.07% | +1,187+8.8% | Added |
| Korea Investment CORP | 14,601 | $6.06M | 0.02% | −8,004−35.4% | Reduced |
| Banco Santander, S.A. | 14,490 | $6.01M | 0.09% | −1,840−11.3% | Reduced |
| Atria Investments LLC | 14,343 | $5.95M | 0.11% | +78+0.5% | Added |
| Andra AP-fonden | 14,000 | $5.81M | 0.15% | −300−2.1% | Reduced |
| Erste Asset Management GmbH | 14,000 | $5.75M | 0.11% | 00.0% | Unchanged |
| Stephens Inc | 13,713 | $5.69M | 0.11% | +4,216+44.4% | Added |
| Summit Global Investments | 13,258 | $5.50M | 0.43% | −8,173−38.1% | Reduced |
| Nisa Investment Advisors, LLC | 13,006 | $5.40M | 0.04% | +675+5.5% | Added |
| Daiwa Securities Group Inc. | 12,900 | $5.36M | 0.04% | −1,010−7.3% | Reduced |
| Rafferty Asset Management, LLC | 12,895 | $5.35M | 0.04% | −1,810−12.3% | Reduced |
| Hendershot Investments Inc. | 12,533 | $5.20M | 0.87% | −292−2.3% | Reduced |
| American International Group, Inc. | 12,461 | $5.17M | 0.03% | +70+0.6% | Added |
| US Bancorp | 12,364 | $5.13M | 0.01% | −855−6.5% | Reduced |
| Regions Financial Corp | 12,348 | $5.13M | 0.05% | +64+0.5% | Added |
| Commerce Bank | 12,313 | $5.11M | 0.04% | +859+7.5% | Added |
| Tudor Investment Corp Et Al | 11,867 | $4.93M | 0.09% | −8,436−41.6% | Reduced |
| Graham Capital Management, L.P. | 11,831 | $4.91M | 0.17% | +3,463+41.4% | Added |
| Assenagon Asset Management S.A. | 11,684 | $4.85M | 0.02% | +9,743+502.0% | Added |
| Ensign Peak Advisors, Inc | 11,633 | $4.83M | 0.01% | +1,010+9.5% | Added |
| Point72 Europe (London) LLP | 11,600 | $4.82M | 1.44% | −200−1.7% | Reduced |
| TownSquare Capital, LLC | 11,517 | $4.78M | 0.11% | −93−0.8% | Reduced |
| Mariner, LLC | 11,415 | $4.74M | 0.01% | −260−2.2% | Reduced |
| MetLife Investment Management | 11,380 | $4.72M | 0.03% | −77−0.7% | Reduced |
| Jensen Investment Management Inc | 11,480 | $4.71M | 0.04% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 11,306 | $4.69M | 0.02% | −899−7.4% | Reduced |
| Ossiam | 11,128 | $4.62M | 0.10% | +9,198+476.6% | Added |
| Arizona State Retirement System | 11,076 | $4.60M | 0.04% | +326+3.0% | Added |
| M&T Bank Corp | 10,841 | $4.50M | 0.02% | −820−7.0% | Reduced |
| JLB & Associates Inc | 10,811 | $4.49M | 0.68% | −123−1.1% | Reduced |
| DekaBank Deutsche Girozentrale | 10,888 | $4.43M | 0.01% | −1,359−11.1% | Reduced |
| Stony Point Capital LLC | 10,418 | $4.32M | 1.54% | +72+0.7% | Added |
| Marks Group Wealth Management, Inc | 10,346 | $4.29M | 0.55% | +192+1.9% | Added |
| Capital Insight Partners, LLC | 10,068 | $4.18M | 0.98% | −568−5.3% | Reduced |
| Jane Street Group, LLC | 9,894 | $4.11M | 0.01% | +8,431+576.3% | Added |
| Nomura Asset Management Co Ltd | 9,768 | $4.05M | 0.02% | +511+5.5% | Added |
| Cinctive Capital Management LP | 9,634 | $4.00M | 0.15% | +9,634 | New |
| Institutional & Family Asset Management, LLC | 9,577 | $3.98M | 0.66% | +273+2.9% | Added |
| Storebrand Asset Management AS | 9,543 | $3.96M | 0.02% | −284−2.9% | Reduced |
| National Bank of Canada | 9,491 | $3.94M | 0.01% | −32,315−77.3% | Reduced |
| Zacks Investment Management | 9,055 | $3.76M | 0.05% | +322+3.7% | Added |
| ProShare Advisors LLC | 9,027 | $3.75M | 0.01% | +1,542+20.6% | Added |
| Linden Thomas Advisory Services, LLC | 9,012 | $3.74M | 0.93% | +245+2.8% | Added |
| Acadian Asset Management LLC | 9,018 | $3.74M | 0.02% | −9,252−50.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 8,958 | $3.72M | 0.34% | +2,577+40.4% | Added |