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, Q2 2023
Institutional positions in Factset Research Systems Inc as of Jun 30, 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
- 737
- +16 vs. Q1 2023
- Shares held
- 34.3M
- +685.7K (+2.0%) vs. Q1 2023
- Total value
- $13.7B
- −$271.0M (−1.9%) vs. Q1 2023
- New holders
- 77
- 249 more added
- Sold out
- 61
- 258 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Factset Research Systems Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,590,640 | $1.84B | 0.04% | +23,473+0.5% | Added |
| BlackRock Inc. | 3,169,482 | $1.27B | 0.04% | −17,539−0.6% | Reduced |
| Bamco Inc | 2,742,734 | $1.10B | 3.04% | +44,466+1.6% | Added |
| State Street Corp | 1,809,468 | $725.0M | 0.04% | +7,667+0.4% | Added |
| Loomis Sayles & Co L P | 1,669,498 | $668.9M | 1.08% | −48,412−2.8% | Reduced |
| Wells Fargo & Company | 1,531,014 | $613.4M | 0.18% | −38,406−2.4% | Reduced |
| Ninety One UK Ltd | 1,236,173 | $495.3M | 1.45% | −13,465−1.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,061,799 | $425.4M | 1.20% | −16,427−1.5% | Reduced |
| Geode Capital Management, LLC | 948,769 | $379.3M | 0.04% | +31,420+3.4% | Added |
| Morgan Stanley | 697,614 | $279.5M | 0.03% | −3,449−0.5% | Reduced |
| Bank of America Corp | 587,775 | $235.5M | 0.03% | −32,508−5.2% | Reduced |
| Amundi | 509,299 | $200.7M | 0.10% | +4,207+0.8% | Added |
| JPMorgan Chase & Co | 436,481 | $174.9M | 0.02% | −73,460−14.4% | Reduced |
| Fiera Capital Corp | 434,086 | $173.9M | 0.50% | +29,004+7.2% | Added |
| Champlain Investment Partners, LLC | 433,517 | $173.7M | 1.07% | +103,065+31.2% | Added |
| Invesco Ltd. | 399,793 | $160.2M | 0.04% | −48,587−10.8% | Reduced |
| Echo Street Capital Management LLC | 397,379 | $159.2M | 1.36% | +90,419+29.5% | Added |
| Northern Trust Corp | 372,950 | $149.4M | 0.03% | −22,172−5.6% | Reduced |
| Charles Schwab Investment Management Inc | 342,368 | $137.2M | 0.04% | −550.0% | Reduced |
| Massachusetts Financial Services Co | 320,354 | $128.3M | 0.04% | −11,587−3.5% | Reduced |
| Legal & General Group Plc | 292,216 | $117.1M | 0.04% | −11,306−3.7% | Reduced |
| Bank of New York Mellon Corp | 281,787 | $112.9M | 0.02% | −7,383−2.6% | Reduced |
| Congress Asset Management Co | 263,630 | $105.6M | 0.92% | +263,630 | New |
| Boston Trust Walden Corp | 235,115 | $94.2M | 0.77% | +22,437+10.5% | Added |
| Tandem Investment Advisors, Inc. | 232,655 | $93.2M | 4.09% | +21,695+10.3% | Added |
| American Capital Management Inc | 219,683 | $88.0M | 3.06% | −15,938−6.8% | Reduced |
| Dimensional Fund Advisors LP | 214,974 | $86.1M | 0.03% | +3,625+1.7% | Added |
| Price T Rowe Associates Inc | 204,212 | $81.8M | 0.01% | −8,155−3.8% | Reduced |
| UBS Asset Management Americas Inc | 192,498 | $79.9M | 0.04% | 00.0% | Unchanged |
| California Public Employees Retirement System | 195,843 | $78.5M | 0.07% | −1,600−0.8% | Reduced |
| AustralianSuper Pty Ltd | 187,253 | $75.0M | 0.48% | +35,446+23.3% | Added |
| Nuveen Asset Management, LLC | 178,881 | $71.7M | 0.02% | +929+0.5% | Added |
| Two Sigma Advisers, LP | 157,900 | $63.3M | 0.16% | +48,000+43.7% | Added |
| Norges Bank | 154,237 | $61.8M | 0.01% | +72,879+89.6% | Added |
| Deutsche Bank AG | 151,198 | $60.6M | 0.03% | +17,284+12.9% | Added |
| Ninety One North America, Inc. | 148,873 | $59.6M | 2.53% | −744−0.5% | Reduced |
| Everett Harris & Co | 147,072 | $58.9M | 0.89% | +898+0.6% | Added |
| Goldman Sachs Group Inc | 141,140 | $56.5M | 0.01% | −160,085−53.1% | Reduced |
| Natixis Advisors, L.P. | 135,402 | $54.2M | 0.17% | +3,093+2.3% | Added |
| Vaughan Nelson Investment Management, L.P. | 131,910 | $52.9M | 0.59% | +536+0.4% | Added |
| Nordea Investment Management AB | 127,601 | $50.9M | 0.07% | −10,191−7.4% | Reduced |
| Franklin Resources Inc | 119,737 | $48.0M | 0.02% | −31,468−20.8% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 116,720 | $46.8M | 0.56% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 112,354 | $45.0M | 0.17% | +106,767+1,911.0% | Added |
| Ameriprise Financial Inc | 110,947 | $44.5M | 0.01% | +2,582+2.4% | Added |
| Two Sigma Investments, LP | 110,412 | $44.2M | 0.12% | +44,949+68.7% | Added |
| Raymond James & Associates | 108,863 | $43.6M | 0.04% | −230.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 102,822 | $41.2M | 0.03% | −13,741−11.8% | Reduced |
| Barclays PLC | 102,689 | $41.1M | 0.03% | +20,911+25.6% | Added |
| KBC Group NV | 101,723 | $40.8M | 0.17% | +85,971+545.8% | Added |
| FMR LLC | 91,283 | $36.6M | 0.00% | −9,505−9.4% | Reduced |
| Earnest Partners LLC | 89,493 | $35.9M | 0.20% | +5,125+6.1% | Added |
| Royal Bank of Canada | 88,745 | $35.6M | 0.01% | −4,535−4.9% | Reduced |
| HighTower Advisors, LLC | 85,926 | $34.4M | 0.07% | +1,028+1.2% | Added |
| Rhumbline Advisers | 84,521 | $33.9M | 0.04% | +1,226+1.5% | Added |
| Copeland Capital Management, LLC | 84,516 | $33.9M | 0.70% | +12,857+17.9% | Added |
| Credit Suisse AG | 82,090 | $32.9M | 0.03% | −2,954−3.5% | Reduced |
| Rockefeller Capital Management L.P. | 77,587 | $31.1M | 0.12% | −14,505−15.8% | Reduced |
| UBS Group AG | 76,322 | $30.6M | 0.01% | +7,383+10.7% | Added |
| Dundas Partners LLP | 73,864 | $29.6M | 2.79% | 00.0% | Unchanged |
| Victory Capital Management Inc | 70,072 | $28.1M | 0.03% | −13,512−16.2% | Reduced |
| Citadel Advisors LLC | 68,079 | $27.3M | 0.03% | +17,009+33.3% | Added |
| Royal London Asset Management Ltd | 66,106 | $26.5M | 0.09% | +17,357+35.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 64,814 | $26.0M | 0.08% | −15,804−19.6% | Reduced |
| StonePine Asset Management Inc. | 64,601 | $25.9M | 1.25% | +47,800+284.5% | Added |
| Voloridge Investment Management, LLC | 63,236 | $25.3M | 0.12% | +46,463+277.0% | Added |
| California State Teachers Retirement System | 61,830 | $24.8M | 0.03% | −3,600−5.5% | Reduced |
| National Pension Service | 61,283 | $24.2M | 0.04% | +4,670+8.2% | Added |
| New York State Common Retirement Fund | 58,327 | $23.4M | 0.03% | −2,473−4.1% | Reduced |
| Caisse de Depot Et Placement du Quebec | 57,876 | $23.2M | 0.06% | +10,972+23.4% | Added |
| Envestnet Asset Management Inc | 56,213 | $22.5M | 0.01% | +13,803+32.5% | Added |
| Standard Life Aberdeen plc | 55,923 | $22.4M | 0.05% | +5,091+10.0% | Added |
| SEI Investments Co | 55,684 | $22.3M | 0.04% | +7,108+14.6% | Added |
| Schroder Investment Management Group | 54,564 | $21.9M | 0.03% | −16,043−22.7% | Reduced |
| LPL Financial LLC | 54,380 | $21.8M | 0.02% | +7,205+15.3% | Added |
| Man Group plc | 50,525 | $20.2M | 0.06% | – | – |
| HSBC Holdings PLC | 50,376 | $20.2M | 0.02% | −5,780−10.3% | Reduced |
| State Board of Administration of Florida Retirement System | 50,196 | $20.1M | 0.04% | +3,799+8.2% | Added |
| Principal Financial Group Inc | 48,381 | $19.4M | 0.01% | −1,482−3.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 47,333 | $19.0M | 0.04% | −1,308−2.7% | Reduced |
| Aviva PLC | 47,086 | $18.9M | 0.08% | +43,976+1,414.0% | Added |
| Saybrook Capital | 45,295 | $18.1M | 5.39% | +253+0.6% | Added |
| Alliancebernstein L.P. | 44,743 | $17.9M | 0.01% | +130.0% | Added |
| Dock Street Asset Management Inc | 43,866 | $17.6M | 3.02% | +182+0.4% | Added |
| New York State Teachers Retirement System | 43,557 | $17.5M | 0.04% | −585−1.3% | Reduced |
| National Bank of Canada | 42,738 | $16.9M | 0.03% | +33,247+350.3% | Added |
| Jacobs Levy Equity Management, Inc | 41,956 | $16.8M | 0.10% | +7,268+21.0% | Added |
| Stifel Financial Corp | 40,294 | $16.2M | 0.02% | +312+0.8% | Added |
| Prana Capital Management, LP | 38,750 | $15.5M | 1.04% | −15,278−28.3% | Reduced |
| DuPont Capital Management Corp | 38,472 | $15.4M | 0.76% | −1,255−3.2% | Reduced |
| Bank of Montreal | 32,970 | $13.9M | 0.01% | −5,114−13.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 34,551 | $13.8M | 0.02% | −1,789−4.9% | Reduced |
| Voya Investment Management LLC | 33,651 | $13.5M | 0.01% | +9,500+39.3% | Added |
| Cubist Systematic Strategies, LLC | 33,343 | $13.4M | 0.15% | +1,525+4.8% | Added |
| AXA S.A. | 33,263 | $13.3M | 0.04% | +18,256+121.6% | Added |
| State of Michigan Retirement System | 33,235 | $13.3M | 0.08% | 00.0% | Unchanged |
| Truist Financial Corp | 33,086 | $13.3M | 0.02% | −243−0.7% | Reduced |
| Russell Investments Group, Ltd. | 33,054 | $13.2M | 0.03% | −2,086−5.9% | Reduced |
| Prudential Financial Inc | 32,919 | $13.2M | 0.02% | −355−1.1% | Reduced |
| The PNC Financial Services Group, Inc. | 32,504 | $13.0M | 0.01% | −2,907−8.2% | Reduced |