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 |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 8,919 | $3.70M | 0.06% | −1,076−10.8% | Reduced |
| Public Sector Pension Investment Board | 8,895 | $3.69M | 0.03% | +116+1.3% | Added |
| PDT Partners, LLC | 8,808 | $3.66M | 0.50% | +6,505+282.5% | Added |
| Xponance, Inc. | 8,800 | $3.65M | 0.05% | +237+2.8% | Added |
| Balyasny Asset Management LLC | 8,784 | $3.65M | 0.01% | +8,521+3,239.9% | Added |
| Virginia Retirement Systems Et Al | 8,652 | $3.59M | 0.04% | −31,048−78.2% | Reduced |
| Somerset Trust Co | 8,559 | $3.55M | 1.54% | −262−3.0% | Reduced |
| Ellsworth Advisors, LLC | 8,538 | $3.54M | 1.25% | +8,538 | New |
| Steward Partners Investment Advisory, LLC | 8,509 | $3.53M | 0.06% | +100+1.2% | Added |
| Carlson Capital L P | 8,434 | $3.50M | 0.33% | −1,266−13.1% | Reduced |
| Great Lakes Advisors, LLC | 8,426 | $3.50M | 0.03% | +79+0.9% | Added |
| HRT Financial LP | 8,415 | $3.49M | 0.04% | +4,580+119.4% | Added |
| Eukles Asset Management | 8,295 | $3.44M | 1.87% | −140−1.7% | Reduced |
| Brown Advisory Inc | 8,120 | $3.37M | 0.01% | +13+0.2% | Added |
| Tredje AP-fonden | 8,078 | $3.35M | 0.05% | +400+5.2% | Added |
| Lazard Asset Management LLC | 8,027 | $3.33M | 0.00% | −34,088−80.9% | Reduced |
| 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 |
| Texas Permanent School Fund | 7,975 | $3.31M | 0.03% | +2,562+47.3% | Added |
| Whittier Trust Co of Nevada Inc | 7,955 | $3.30M | 0.12% | +474+6.3% | Added |
| Handelsbanken Fonder AB | 7,851 | $3.26M | 0.02% | +2,600+49.5% | Added |
| Evoke Wealth, LLC | 7,747 | $3.22M | 0.12% | −153−1.9% | Reduced |
| Putnam Investments LLC | 7,535 | $3.13M | 0.01% | −995−11.7% | Reduced |
| Azzad Asset Management Inc | 7,305 | $3.03M | 0.43% | +100+1.4% | Added |
| Spire Wealth Management | 7,228 | $3.00M | 0.12% | +6,415+789.1% | Added |
| CIBC World Markets Inc. | 7,226 | $3.00M | 0.01% | +4,812+199.3% | Added |
| Kinneret Advisory, LLC | 7,219 | $3.00M | 0.39% | −388−5.1% | Reduced |
| First Trust Advisors LP | 7,208 | $2.99M | 0.00% | −30,823−81.0% | Reduced |
| Forsta Ap-Fonden | 7,100 | $2.95M | 0.03% | −12,900−64.5% | Reduced |
| Stiles Financial Services Inc | 7,052 | $2.93M | 1.57% | −101−1.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 7,022 | $2.92M | 0.15% | +533+8.2% | Added |
| Prospera Financial Services Inc | 7,001 | $2.91M | 0.12% | +3,971+131.1% | Added |
| Wellington Management Group LLP | 6,873 | $2.85M | 0.00% | +1,564+29.5% | Added |
| Utah Retirement Systems | 6,747 | $2.80M | 0.04% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 6,644 | $2.76M | 0.12% | −342−4.9% | Reduced |
| First Republic Investment Management, Inc. | 6,569 | $2.73M | 0.01% | +170+2.7% | Added |
| Birch Capital Management, LLC | 6,518 | $2.71M | 1.74% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 6,500 | $2.70M | 0.47% | 00.0% | Unchanged |
| ING Groep NV | 6,500 | $2.70M | 0.03% | +22+0.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 6,485 | $2.69M | 0.02% | +45+0.7% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 6,475 | $2.69M | 0.02% | −341−5.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 6,412 | $2.66M | 0.07% | +5,490+595.4% | Added |
| IFM Investors Pty Ltd | 6,379 | $2.65M | 0.04% | +503+8.6% | Added |
| Kesler, Norman & Wride, LLC | 6,373 | $2.65M | 0.67% | +270+4.4% | Added |
| Neuberger Berman Group LLC | 6,273 | $2.60M | 0.00% | −171−2.7% | Reduced |
| State of Tennessee, Treasury Department | 6,034 | $2.50M | 0.01% | +198+3.4% | Added |
| Bright Rock Capital Management, LLC | 6,000 | $2.49M | 0.62% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 5,990 | $2.49M | 0.00% | −575−8.8% | Reduced |
| Oregon Public Employees Retirement Fund | 5,971 | $2.48M | 0.03% | −23−0.4% | Reduced |
| Sepio Capital, LP | 5,880 | $2.44M | 0.23% | −722−10.9% | Reduced |
| Allianz Asset Management GmbH | 5,764 | $2.39M | 0.00% | +5,764 | New |
| PGGM Investments | 5,734 | $2.38M | 0.04% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 5,663 | $2.35M | 0.09% | −492−8.0% | Reduced |
| Janus Henderson Group PLC | 5,650 | $2.34M | 0.00% | −11,494−67.0% | Reduced |
| Qube Research & Technologies Ltd | 5,587 | $2.32M | 0.01% | +5,587 | New |
| Ameritas Investment Partners, Inc. | 5,564 | $2.31M | 0.09% | +1,326+31.3% | Added |
| Baker Tilly Wealth Management, LLC | 5,563 | $2.31M | 0.26% | +65+1.2% | Added |
| CIBC Asset Management Inc | 5,548 | $2.30M | 0.01% | +216+4.1% | Added |
| Marshall Wace, LLP | 5,489 | $2.28M | 0.01% | −14,399−72.4% | Reduced |
| Mutual of America Capital Management LLC | 5,472 | $2.27M | 0.03% | +31+0.6% | Added |
| New York Life Investment Management LLC | 5,417 | $2.25M | 0.02% | +37+0.7% | Added |
| Candriam Luxembourg S.C.A. | 5,823 | $2.22M | 0.02% | +2,632+82.5% | Added |
| Yousif Capital Management, LLC | 5,331 | $2.21M | 0.03% | −215−3.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 5,302 | $2.20M | 0.01% | −6,329−54.4% | Reduced |
| Aurora Investment Managers, LLC. | 5,075 | $2.11M | 1.83% | −24−0.5% | Reduced |
| First Personal Financial Services | 5,065 | $2.10M | 0.55% | −35−0.7% | Reduced |
| CIBC World Markets Corp | 5,024 | $2.09M | 0.03% | −7,484−59.8% | Reduced |
| Gulf International Bank (UK) Ltd | 5,013 | $2.08M | 0.04% | −1,732−25.7% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 4,906 | $2.04M | 0.04% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 4,862 | $2.02M | 1.52% | −418−7.9% | Reduced |
| Kingsview Wealth Management, LLC | 4,816 | $2.00M | 0.08% | −946−16.4% | Reduced |
| Blair William & Co | 4,717 | $1.96M | 0.01% | +2,015+74.6% | Added |
| Captrust Financial Advisors | 4,609 | $1.91M | 0.01% | −362−7.3% | Reduced |
| AdvisorShares Investments LLC | 4,592 | $1.91M | 0.59% | +1,380+43.0% | Added |
| Public Employees Retirement Association of Colorado | 4,585 | $1.90M | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 4,575 | $1.90M | 0.02% | −138−2.9% | Reduced |
| First Hawaiian Bank | 4,544 | $1.89M | 0.06% | −260−5.4% | Reduced |
| Logan Capital Management Inc | 4,520 | $1.88M | 0.09% | −264−5.5% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 4,513 | $1.87M | 0.03% | −700−13.4% | Reduced |
| Czech National Bank | 4,506 | $1.87M | 0.05% | +47+1.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,505 | $1.87M | 0.02% | −15−0.3% | Reduced |
| AQR Capital Management LLC | 4,465 | $1.85M | 0.00% | −214−4.6% | Reduced |
| Shell Asset Management Co | 4,425 | $1.84M | 0.08% | −20−0.4% | Reduced |
| SG Americas Securities, LLC | 4,394 | $1.82M | 0.02% | +3,647+488.2% | Added |
| CI Private Wealth, LLC | 4,392 | $1.82M | 0.00% | +696+18.8% | Added |
| Van Eck Associates Corp | 4,342 | $1.80M | 0.00% | +172+4.1% | Added |
| Ostrum Asset Management | 4,278 | $1.78M | 0.15% | +4,278 | New |
| EP Wealth Advisors, LLC | 11,904 | $1.76M | 0.03% | +10,797+975.3% | Added |
| Eads & Heald Wealth Management | 4,233 | $1.76M | 0.87% | +213+5.3% | Added |
| ICW Investment Advisors LLC | 4,138 | $1.72M | 0.98% | +190+4.8% | Added |
| Prime Capital Investment Advisors, LLC | 4,117 | $1.71M | 0.07% | +4,117 | New |
| Stonnington Group, LLC | 4,079 | $1.70M | 0.44% | −100−2.4% | Reduced |
| Nissay Asset Management Corp | 4,068 | $1.69M | 0.02% | −134−3.2% | Reduced |
| Profit Investment Management, LLC | 4,025 | $1.67M | 1.10% | −418−9.4% | Reduced |
| LWM Advisory Services, LLC | 4,000 | $1.66M | 1.77% | 00.0% | Unchanged |
| Abner Herrman & Brock LLC | 4,000 | $1.66M | 0.25% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 3,965 | $1.65M | 0.03% | −328−7.6% | Reduced |
| Formidable Asset Management, LLC | 3,853 | $1.60M | 0.34% | −142−3.6% | Reduced |
| Natixis Investment Managers International | 3,832 | $1.59M | 0.12% | −510−11.7% | Reduced |
| D. E. Shaw & Co., Inc. | 3,729 | $1.55M | 0.00% | −10,931−74.6% | Reduced |