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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 31,625 | $12.7M | 0.03% | +1,676+5.6% | Added |
| Spence Asset Management | 31,123 | $12.5M | 3.49% | +31,123 | New |
| Wendell David Associates Inc | 30,907 | $12.4M | 1.40% | +150.0% | Added |
| Bath Savings Trust Co | 30,307 | $12.1M | 1.42% | −81−0.3% | Reduced |
| Intech Investment Management LLC | 29,151 | $11.7M | 0.12% | −13,571−31.8% | Reduced |
| Willis Investment Counsel | 28,900 | $11.6M | 0.76% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 28,628 | $11.5M | 0.02% | +7,045+32.6% | Added |
| Hancock Whitney Corp | 27,958 | $11.2M | 0.44% | −1,359−4.6% | Reduced |
| Core Alternative Capital | 27,637 | $11.1M | 1.62% | −7,926−22.3% | Reduced |
| Marks Group Wealth Management, Inc | 27,313 | $10.9M | 1.30% | +16,967+164.0% | Added |
| State of Wisconsin Investment Board | 27,229 | $10.9M | 0.03% | +2,224+8.9% | Added |
| Janney Montgomery Scott LLC | 26,688 | $10.7M | 0.04% | +1,438+5.7% | Added |
| Worldquant Millennium Advisors LLC | 26,377 | $10.6M | 0.18% | +26,377 | New |
| Manufacturers Life Insurance Company, The | 26,209 | $10.5M | 0.01% | −598−2.2% | Reduced |
| Assenagon Asset Management S.A. | 26,209 | $10.5M | 0.04% | +14,525+124.3% | Added |
| Millennium Management LLC | 26,027 | $10.4M | 0.01% | −89,727−77.5% | Reduced |
| Congress Wealth Management LLC | 25,948 | $10.4M | 0.24% | +25,948 | New |
| Hantz Financial Services, Inc. | 25,899 | $10.4M | 0.26% | +25,899 | New |
| Citigroup Inc | 25,692 | $10.3M | 0.01% | −3,553−12.1% | Reduced |
| D. E. Shaw & Co., Inc. | 24,423 | $9.79M | 0.02% | +20,694+554.9% | Added |
| TD Asset Management Inc | 24,088 | $9.65M | 0.01% | −1,143−4.5% | Reduced |
| Moran Wealth Management, LLC | 23,191 | $9.29M | 0.35% | −841−3.5% | Reduced |
| Advisor Group Holdings, Inc. | 22,875 | $9.12M | 0.02% | +1,051+4.8% | Added |
| La Financiere de L'Echiquier | 22,593 | $9.05M | 0.45% | +2,826+14.3% | Added |
| Robeco Institutional Asset Management B.V. | 22,503 | $9.02M | 0.02% | −48,632−68.4% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 22,419 | $8.98M | 0.03% | −186−0.8% | Reduced |
| Renaissance Technologies LLC | 22,350 | $8.96M | 0.01% | +22,350 | New |
| Great West Life Assurance Co | 22,150 | $8.91M | 0.02% | +229+1.0% | Added |
| TownSquare Capital, LLC | 22,204 | $8.90M | 0.16% | +10,687+92.8% | Added |
| State of Alaska, Department of Revenue | 22,178 | $8.88M | 0.11% | +683+3.2% | Added |
| JGP Wealth Management, LLC | 21,763 | $8.72M | 1.43% | +335+1.6% | Added |
| State of New Jersey Common Pension Fund D | 21,546 | $8.63M | 0.03% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 21,234 | $8.51M | 0.02% | −690−3.1% | Reduced |
| Heron Bay Capital Management | 21,214 | $8.50M | 2.36% | +3,375+18.9% | Added |
| TCW Group Inc | 20,799 | $8.33M | 0.09% | −2,489−10.7% | Reduced |
| Canoe Financial LP | 20,632 | $8.27M | 0.17% | +3,700+21.9% | Added |
| Papp L Roy & Associates | 20,458 | $8.20M | 1.05% | +80.0% | Added |
| Treasurer of the State of North Carolina | 20,356 | $8.16M | 0.04% | +345+1.7% | Added |
| Public Employees Retirement System of Ohio | 20,117 | $8.06M | 0.03% | −267−1.3% | Reduced |
| Fisher Asset Management, LLC | 20,084 | $8.05M | 0.00% | −3,771−15.8% | Reduced |
| Toronto Dominion Bank | 19,509 | $7.81M | 0.01% | +1,623+9.1% | Added |
| Pictet Asset Management SA | 18,434 | $7.39M | 0.01% | +295+1.6% | Added |
| Mn Services Vermogensbeheer B.V. | 18,200 | $7.29M | 0.07% | −400−2.2% | Reduced |
| Running Oak Capital LLC | 17,699 | $7.09M | 1.74% | +17,699 | New |
| Kornitzer Capital Management Inc | 17,144 | $6.87M | 0.14% | +17,144 | New |
| Kennedy Capital Management, Inc. | 17,007 | $6.81M | 0.16% | +8,986+112.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 16,811 | $6.74M | 0.09% | −306−1.8% | Reduced |
| Gateway Investment Advisers LLC | 16,613 | $6.66M | 0.08% | +380+2.3% | Added |
| Mattern Capital Management, LLC | 16,500 | $6.61M | 1.07% | +757+4.8% | Added |
| Illinois Municipal Retirement Fund | 16,388 | $6.57M | 0.13% | −1,029−5.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 16,194 | $6.49M | 0.06% | −13,922−46.2% | Reduced |
| APG Asset Management N.V. | 17,534 | $6.44M | 0.01% | −1,069−5.7% | Reduced |
| Teacher Retirement System of Texas | 15,703 | $6.29M | 0.04% | −7,617−32.7% | Reduced |
| Commonwealth Equity Services, LLC | 15,577 | $6.24M | 0.01% | +367+2.4% | Added |
| Whittier Trust Co | 15,456 | $6.19M | 0.11% | +812+5.5% | Added |
| Amalgamated Bank | 15,419 | $6.18M | 0.05% | +631+4.3% | Added |
| Andra AP-fonden | 15,300 | $6.13M | 0.16% | +1,300+9.3% | Added |
| Thematics Asset Management | 15,246 | $6.11M | 0.29% | −2,480−14.0% | Reduced |
| US Bancorp | 14,986 | $6.00M | 0.01% | +2,622+21.2% | Added |
| Asset Management One Co.,Ltd. | 14,836 | $5.94M | 0.03% | −374−2.5% | Reduced |
| Jane Street Group, LLC | 14,762 | $5.91M | 0.01% | +4,868+49.2% | Added |
| BNP Paribas Arbitrage, SA | 14,574 | $5.84M | 0.01% | −12,387−45.9% | Reduced |
| West Coast Financial LLC | 14,351 | $5.75M | 0.81% | −311−2.1% | Reduced |
| Korea Investment CORP | 14,338 | $5.74M | 0.02% | −263−1.8% | Reduced |
| Atria Investments LLC | 14,333 | $5.74M | 0.10% | −10−0.1% | Reduced |
| Ensign Peak Advisors, Inc | 14,253 | $5.71M | 0.01% | +2,620+22.5% | Added |
| Canada Pension Plan Investment Board | 13,065 | $5.23M | 0.01% | −5,550−29.8% | Reduced |
| Commerce Bank | 12,555 | $5.03M | 0.04% | +242+2.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,523 | $5.02M | 0.02% | −2,296−15.5% | Reduced |
| Nisa Investment Advisors, LLC | 12,466 | $4.99M | 0.04% | −540−4.2% | Reduced |
| Rafferty Asset Management, LLC | 12,356 | $4.95M | 0.03% | −539−4.2% | Reduced |
| Swiss Life Asset Management Ltd | 12,198 | $4.89M | 0.07% | +9,149+300.1% | Added |
| Hendershot Investments Inc. | 12,144 | $4.87M | 0.79% | −389−3.1% | Reduced |
| Daiwa Securities Group Inc. | 12,080 | $4.84M | 0.03% | −820−6.4% | Reduced |
| Regions Financial Corp | 12,041 | $4.82M | 0.04% | −307−2.5% | Reduced |
| Susquehanna International Group, LLP | 11,672 | $4.68M | 0.01% | −7,434−38.9% | Reduced |
| Mariner, LLC | 11,353 | $4.55M | 0.01% | −62−0.5% | Reduced |
| MetLife Investment Management | 11,324 | $4.54M | 0.03% | −56−0.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 11,252 | $4.51M | 0.02% | +5,950+112.2% | Added |
| Banco Santander, S.A. | 11,210 | $4.49M | 0.06% | −3,280−22.6% | Reduced |
| Jensen Investment Management Inc | 11,120 | $4.46M | 0.03% | −360−3.1% | Reduced |
| American International Group, Inc. | 10,947 | $4.39M | 0.03% | −1,514−12.1% | Reduced |
| Stephens Inc | 10,888 | $4.36M | 0.08% | −2,825−20.6% | Reduced |
| Guggenheim Capital LLC | 10,822 | $4.34M | 0.03% | +7,788+256.7% | Added |
| JLB & Associates Inc | 10,821 | $4.34M | 0.62% | +10+0.1% | Added |
| M&T Bank Corp | 10,592 | $4.24M | 0.02% | −249−2.3% | Reduced |
| DekaBank Deutsche Girozentrale | 10,747 | $4.24M | 0.01% | −141−1.3% | Reduced |
| Arizona State Retirement System | 10,458 | $4.19M | 0.03% | −618−5.6% | Reduced |
| XXEC, Inc. | 10,218 | $4.09M | 3.13% | +10,218 | New |
| Duality Advisers, LP | 9,839 | $3.94M | 0.50% | +9,839 | New |
| Capital Insight Partners, LLC | 9,719 | $3.89M | 0.87% | −349−3.5% | Reduced |
| Institutional & Family Asset Management, LLC | 9,631 | $3.86M | 0.63% | +54+0.6% | Added |
| Nomura Asset Management Co Ltd | 9,568 | $3.83M | 0.02% | −200−2.0% | Reduced |
| Storebrand Asset Management AS | 9,537 | $3.82M | 0.02% | −6−0.1% | Reduced |
| Linden Thomas Advisory Services, LLC | 9,087 | $3.64M | 0.81% | +75+0.8% | Added |
| ProShare Advisors LLC | 9,071 | $3.63M | 0.01% | +44+0.5% | Added |
| Xponance, Inc. | 9,066 | $3.63M | 0.05% | +266+3.0% | Added |
| Texas Permanent School Fund | 8,976 | $3.60M | 0.03% | +1,001+12.6% | Added |
| Natixis | 8,904 | $3.57M | 0.03% | +8,232+1,225.0% | Added |
| Brown Advisory Inc | 8,862 | $3.55M | 0.01% | +742+9.1% | Added |