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 |
|---|---|---|---|---|---|
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 6,683 | $2.68M | 0.02% | +198+3.1% | Added |
| Stiles Financial Services Inc | 6,717 | $2.69M | 1.34% | −335−4.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,734 | $2.70M | 0.10% | +90+1.4% | Added |
| Baker Tilly Wealth Management, LLC | 6,748 | $2.70M | 0.28% | +1,185+21.3% | Added |
| First Trust Advisors LP | 6,822 | $2.73M | 0.00% | −386−5.4% | Reduced |
| Tredje AP-fonden | 6,917 | $2.77M | 0.04% | −1,161−14.4% | Reduced |
| Azzad Asset Management Inc | 7,018 | $2.81M | 0.38% | −287−3.9% | Reduced |
| Prospera Financial Services Inc | 7,033 | $2.82M | 0.11% | +32+0.5% | Added |
| Kinneret Advisory, LLC | 7,219 | $2.89M | 0.34% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 7,262 | $2.91M | 0.15% | +240+3.4% | Added |
| Spire Wealth Management | 7,305 | $2.93M | 0.11% | +77+1.1% | Added |
| Handelsbanken Fonder AB | 7,351 | $2.94M | 0.02% | −500−6.4% | Reduced |
| IFM Investors Pty Ltd | 7,376 | $2.96M | 0.04% | +997+15.6% | Added |
| First Hawaiian Bank | 7,408 | $2.97M | 0.10% | +2,864+63.0% | Added |
| Putnam Investments LLC | 7,513 | $3.01M | 0.00% | −22−0.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 7,569 | $3.03M | 0.02% | +1,094+16.9% | Added |
| Lazard Asset Management LLC | 7,616 | $3.05M | 0.00% | −411−5.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 7,698 | $3.08M | 0.05% | −1,221−13.7% | Reduced |
| CIBC World Markets Corp | 7,818 | $3.13M | 0.03% | +2,794+55.6% | Added |
| Evoke Wealth, LLC | 7,822 | $3.13M | 0.11% | +75+1.0% | Added |
| Coastal Bridge Advisors, LLC | 8,021 | $3.21M | 0.79% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 8,071 | $3.23M | 0.11% | +116+1.5% | Added |
| Acadian Asset Management LLC | 8,178 | $3.27M | 0.01% | −840−9.3% | Reduced |
| American Century Companies Inc | 8,194 | $3.28M | 0.00% | −6,805−45.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 8,200 | $3.29M | 0.01% | −10,100−55.2% | Reduced |
| Eukles Asset Management | 8,262 | $3.31M | 1.69% | −33−0.4% | Reduced |
| Somerset Trust Co | 8,288 | $3.32M | 1.43% | −271−3.2% | Reduced |
| Point72 Middle East FZE | 8,360 | $3.35M | 0.19% | +7,812+1,425.5% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 8,413 | $3.37M | 0.04% | +3,900+86.4% | Added |
| Trexquant Investment LP | 8,420 | $3.37M | 0.09% | −17,267−67.2% | Reduced |
| Public Sector Pension Investment Board | 8,445 | $3.38M | 0.02% | −450−5.1% | Reduced |
| Great Lakes Advisors, LLC | 8,509 | $3.41M | 0.03% | +83+1.0% | Added |
| Bessemer Group Inc | 8,530 | $3.42M | 0.01% | +8,028+1,599.2% | Added |
| Forsta Ap-Fonden | 8,600 | $3.45M | 0.04% | +1,500+21.1% | Added |
| Steward Partners Investment Advisory, LLC | 8,608 | $3.45M | 0.05% | +99+1.2% | Added |
| Retirement Systems of Alabama | 8,709 | $3.49M | 0.02% | −2,597−23.0% | Reduced |
| Ellsworth Advisors, LLC | 8,771 | $3.51M | 1.21% | +233+2.7% | Added |
| Brown Advisory Inc | 8,862 | $3.55M | 0.01% | +742+9.1% | Added |
| Natixis | 8,904 | $3.57M | 0.03% | +8,232+1,225.0% | Added |
| Texas Permanent School Fund | 8,976 | $3.60M | 0.03% | +1,001+12.6% | Added |
| Xponance, Inc. | 9,066 | $3.63M | 0.05% | +266+3.0% | Added |
| ProShare Advisors LLC | 9,071 | $3.63M | 0.01% | +44+0.5% | Added |
| Linden Thomas Advisory Services, LLC | 9,087 | $3.64M | 0.81% | +75+0.8% | Added |
| Storebrand Asset Management AS | 9,537 | $3.82M | 0.02% | −6−0.1% | Reduced |
| Nomura Asset Management Co Ltd | 9,568 | $3.83M | 0.02% | −200−2.0% | Reduced |
| Institutional & Family Asset Management, LLC | 9,631 | $3.86M | 0.63% | +54+0.6% | Added |
| Capital Insight Partners, LLC | 9,719 | $3.89M | 0.87% | −349−3.5% | Reduced |
| Duality Advisers, LP | 9,839 | $3.94M | 0.50% | +9,839 | New |
| XXEC, Inc. | 10,218 | $4.09M | 3.13% | +10,218 | New |
| Arizona State Retirement System | 10,458 | $4.19M | 0.03% | −618−5.6% | Reduced |
| DekaBank Deutsche Girozentrale | 10,747 | $4.24M | 0.01% | −141−1.3% | Reduced |
| M&T Bank Corp | 10,592 | $4.24M | 0.02% | −249−2.3% | Reduced |
| JLB & Associates Inc | 10,821 | $4.34M | 0.62% | +10+0.1% | Added |
| Guggenheim Capital LLC | 10,822 | $4.34M | 0.03% | +7,788+256.7% | Added |
| Stephens Inc | 10,888 | $4.36M | 0.08% | −2,825−20.6% | Reduced |
| American International Group, Inc. | 10,947 | $4.39M | 0.03% | −1,514−12.1% | Reduced |
| Jensen Investment Management Inc | 11,120 | $4.46M | 0.03% | −360−3.1% | Reduced |
| Banco Santander, S.A. | 11,210 | $4.49M | 0.06% | −3,280−22.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 11,252 | $4.51M | 0.02% | +5,950+112.2% | Added |
| MetLife Investment Management | 11,324 | $4.54M | 0.03% | −56−0.5% | Reduced |
| Mariner, LLC | 11,353 | $4.55M | 0.01% | −62−0.5% | Reduced |
| Susquehanna International Group, LLP | 11,672 | $4.68M | 0.01% | −7,434−38.9% | Reduced |
| Regions Financial Corp | 12,041 | $4.82M | 0.04% | −307−2.5% | Reduced |
| Daiwa Securities Group Inc. | 12,080 | $4.84M | 0.03% | −820−6.4% | Reduced |
| Hendershot Investments Inc. | 12,144 | $4.87M | 0.79% | −389−3.1% | Reduced |
| Swiss Life Asset Management Ltd | 12,198 | $4.89M | 0.07% | +9,149+300.1% | Added |
| Rafferty Asset Management, LLC | 12,356 | $4.95M | 0.03% | −539−4.2% | Reduced |
| Nisa Investment Advisors, LLC | 12,466 | $4.99M | 0.04% | −540−4.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,523 | $5.02M | 0.02% | −2,296−15.5% | Reduced |
| Commerce Bank | 12,555 | $5.03M | 0.04% | +242+2.0% | Added |
| Canada Pension Plan Investment Board | 13,065 | $5.23M | 0.01% | −5,550−29.8% | Reduced |
| Ensign Peak Advisors, Inc | 14,253 | $5.71M | 0.01% | +2,620+22.5% | Added |
| Atria Investments LLC | 14,333 | $5.74M | 0.10% | −10−0.1% | Reduced |
| Korea Investment CORP | 14,338 | $5.74M | 0.02% | −263−1.8% | Reduced |
| West Coast Financial LLC | 14,351 | $5.75M | 0.81% | −311−2.1% | Reduced |
| BNP Paribas Arbitrage, SA | 14,574 | $5.84M | 0.01% | −12,387−45.9% | Reduced |
| Jane Street Group, LLC | 14,762 | $5.91M | 0.01% | +4,868+49.2% | Added |
| Asset Management One Co.,Ltd. | 14,836 | $5.94M | 0.03% | −374−2.5% | Reduced |
| US Bancorp | 14,986 | $6.00M | 0.01% | +2,622+21.2% | Added |
| Thematics Asset Management | 15,246 | $6.11M | 0.29% | −2,480−14.0% | Reduced |
| Andra AP-fonden | 15,300 | $6.13M | 0.16% | +1,300+9.3% | Added |
| Amalgamated Bank | 15,419 | $6.18M | 0.05% | +631+4.3% | Added |
| Whittier Trust Co | 15,456 | $6.19M | 0.11% | +812+5.5% | Added |
| Commonwealth Equity Services, LLC | 15,577 | $6.24M | 0.01% | +367+2.4% | Added |
| Teacher Retirement System of Texas | 15,703 | $6.29M | 0.04% | −7,617−32.7% | Reduced |
| APG Asset Management N.V. | 17,534 | $6.44M | 0.01% | −1,069−5.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 16,194 | $6.49M | 0.06% | −13,922−46.2% | Reduced |
| Illinois Municipal Retirement Fund | 16,388 | $6.57M | 0.13% | −1,029−5.9% | Reduced |
| Mattern Capital Management, LLC | 16,500 | $6.61M | 1.07% | +757+4.8% | Added |
| Gateway Investment Advisers LLC | 16,613 | $6.66M | 0.08% | +380+2.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 16,811 | $6.74M | 0.09% | −306−1.8% | Reduced |
| Kennedy Capital Management, Inc. | 17,007 | $6.81M | 0.16% | +8,986+112.0% | Added |
| Kornitzer Capital Management Inc | 17,144 | $6.87M | 0.14% | +17,144 | New |
| Running Oak Capital LLC | 17,699 | $7.09M | 1.74% | +17,699 | New |
| Mn Services Vermogensbeheer B.V. | 18,200 | $7.29M | 0.07% | −400−2.2% | Reduced |
| Pictet Asset Management SA | 18,434 | $7.39M | 0.01% | +295+1.6% | Added |
| Toronto Dominion Bank | 19,509 | $7.81M | 0.01% | +1,623+9.1% | Added |
| Fisher Asset Management, LLC | 20,084 | $8.05M | 0.00% | −3,771−15.8% | Reduced |
| Public Employees Retirement System of Ohio | 20,117 | $8.06M | 0.03% | −267−1.3% | Reduced |
| Treasurer of the State of North Carolina | 20,356 | $8.16M | 0.04% | +345+1.7% | Added |