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, Q3 2023
Institutional positions in Factset Research Systems Inc as of Sep 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
- 733
- +1 vs. Q2 2023
- Shares held
- 34.6M
- +308.7K (+0.9%) vs. Q2 2023
- Total value
- $15.2B
- +$1.45B (+10.6%) vs. Q2 2023
- New holders
- 61
- 253 more added
- Sold out
- 60
- 249 more reduced
5 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Factset Research Systems Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,542,775 | $1.99B | 0.05% | −47,865−1.0% | Reduced |
| BlackRock Inc. | 3,172,309 | $1.39B | 0.04% | +2,827+0.1% | Added |
| Bamco Inc | 2,751,596 | $1.20B | 3.50% | +8,862+0.3% | Added |
| State Street Corp | 1,901,143 | $831.3M | 0.05% | +91,675+5.1% | Added |
| Loomis Sayles & Co L P | 1,612,138 | $704.9M | 1.21% | −57,360−3.4% | Reduced |
| Wells Fargo & Company | 1,517,318 | $663.5M | 0.21% | −13,696−0.9% | Reduced |
| Morgan Stanley | 1,396,225 | $610.5M | 0.06% | +698,611+100.1% | Added |
| Ninety One UK Ltd | 1,187,704 | $519.3M | 1.64% | −48,469−3.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,034,269 | $452.2M | 1.29% | −27,530−2.6% | Reduced |
| Geode Capital Management, LLC | 973,281 | $424.8M | 0.05% | +24,512+2.6% | Added |
| Bank of America Corp | 632,261 | $276.5M | 0.03% | +44,486+7.6% | Added |
| Amundi | 536,254 | $239.1M | 0.12% | +26,955+5.3% | Added |
| JPMorgan Chase & Co | 503,467 | $220.1M | 0.03% | +66,986+15.3% | Added |
| Fiera Capital Corp | 441,046 | $192.9M | 0.62% | +6,960+1.6% | Added |
| Champlain Investment Partners, LLC | 433,007 | $189.3M | 1.23% | −510−0.1% | Reduced |
| Northern Trust Corp | 390,555 | $170.8M | 0.03% | +17,605+4.7% | Added |
| Massachusetts Financial Services Co | 347,978 | $152.2M | 0.05% | +27,624+8.6% | Added |
| Charles Schwab Investment Management Inc | 346,901 | $151.7M | 0.04% | +4,533+1.3% | Added |
| Echo Street Capital Management LLC | 306,808 | $134.2M | 1.25% | −90,571−22.8% | Reduced |
| Invesco Ltd. | 303,733 | $132.8M | 0.04% | −96,060−24.0% | Reduced |
| Boston Trust Walden Corp | 278,714 | $121.9M | 1.02% | +43,599+18.5% | Added |
| Legal & General Group Plc | 278,537 | $121.8M | 0.04% | −13,679−4.7% | Reduced |
| Bank of New York Mellon Corp | 273,499 | $119.6M | 0.03% | −8,288−2.9% | Reduced |
| Congress Asset Management Co | 267,474 | $117.0M | 1.03% | +3,844+1.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 243,829 | $106.6M | 0.22% | +212,204+671.0% | Added |
| Tandem Investment Advisors, Inc. | 229,688 | $100.4M | 4.24% | −2,967−1.3% | Reduced |
| Dimensional Fund Advisors LP | 215,365 | $94.2M | 0.03% | +391+0.2% | Added |
| American Capital Management Inc | 209,439 | $91.6M | 3.53% | −10,244−4.7% | Reduced |
| Macquarie Group Ltd | 208,788 | $91.3M | 0.11% | +206,496+9,009.4% | Added |
| UBS Asset Management Americas Inc | 207,250 | $90.6M | 0.04% | +14,752+7.7% | Added |
| Price T Rowe Associates Inc | 203,390 | $88.9M | 0.01% | −822−0.4% | Reduced |
| California Public Employees Retirement System | 202,964 | $88.7M | 0.08% | +7,121+3.6% | Added |
| Goldman Sachs Group Inc | 189,428 | $82.8M | 0.02% | +48,288+34.2% | Added |
| Thrivent Financial for Lutherans | 189,198 | $82.7M | 0.20% | +186,086+5,979.6% | Added |
| Nordea Investment Management AB | 185,103 | $81.7M | 0.11% | +57,502+45.1% | Added |
| Nuveen Asset Management, LLC | 151,254 | $66.1M | 0.02% | −27,627−15.4% | Reduced |
| Everett Harris & Co | 147,911 | $64.7M | 1.01% | +839+0.6% | Added |
| Norges Bank | 145,096 | $63.4M | 0.01% | −9,141−5.9% | Reduced |
| Ninety One North America, Inc. | 137,981 | $60.3M | 2.96% | −10,892−7.3% | Reduced |
| Natixis Advisors, L.P. | 124,096 | $54.3M | 0.17% | −11,306−8.3% | Reduced |
| Barclays PLC | 122,151 | $53.4M | 0.03% | +19,462+19.0% | Added |
| Deutsche Bank AG | 118,929 | $52.0M | 0.03% | −32,269−21.3% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 116,720 | $51.0M | 0.62% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 110,684 | $48.4M | 0.02% | −263−0.2% | Reduced |
| Raymond James & Associates | 109,166 | $47.7M | 0.04% | +303+0.3% | Added |
| Millennium Management LLC | 108,797 | $47.6M | 0.05% | +82,770+318.0% | Added |
| HighTower Advisors, LLC | 103,415 | $45.2M | 0.08% | +17,489+20.4% | Added |
| KBC Group NV | 100,840 | $44.1M | 0.18% | −883−0.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 93,846 | $41.0M | 0.03% | −8,976−8.7% | Reduced |
| FMR LLC | 89,839 | $39.3M | 0.00% | −1,444−1.6% | Reduced |
| Rhumbline Advisers | 89,686 | $39.2M | 0.05% | +5,165+6.1% | Added |
| Earnest Partners LLC | 87,945 | $38.5M | 0.22% | −1,548−1.7% | Reduced |
| Copeland Capital Management, LLC | 84,758 | $37.1M | 0.80% | +242+0.3% | Added |
| Royal London Asset Management Ltd | 84,137 | $36.8M | 0.12% | +18,031+27.3% | Added |
| Royal Bank of Canada | 84,086 | $36.8M | 0.01% | −4,659−5.2% | Reduced |
| Credit Suisse AG | 80,591 | $35.2M | 0.04% | −1,499−1.8% | Reduced |
| Envestnet Asset Management Inc | 79,789 | $34.9M | 0.02% | +23,576+41.9% | Added |
| Two Sigma Advisers, LP | 77,200 | $33.8M | 0.09% | −80,700−51.1% | Reduced |
| StonePine Asset Management Inc. | 75,348 | $32.9M | 0.48% | +10,747+16.6% | Added |
| Dundas Partners LLP | 73,864 | $32.3M | 3.17% | 00.0% | Unchanged |
| Victory Capital Management Inc | 72,171 | $31.6M | 0.04% | +2,099+3.0% | Added |
| HSBC Holdings PLC | 68,638 | $30.0M | 0.03% | +18,262+36.3% | Added |
| Rockefeller Capital Management L.P. | 66,130 | $28.9M | 0.11% | −11,457−14.8% | Reduced |
| SEI Investments Co | 63,234 | $27.6M | 0.05% | +7,550+13.6% | Added |
| Standard Life Aberdeen plc | 58,681 | $25.7M | 0.07% | +2,758+4.9% | Added |
| National Pension Service | 59,247 | $25.6M | 0.04% | −2,036−3.3% | Reduced |
| California State Teachers Retirement System | 57,842 | $25.3M | 0.04% | −3,988−6.4% | Reduced |
| LPL Financial LLC | 56,818 | $24.8M | 0.02% | +2,438+4.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 56,674 | $24.8M | 0.08% | −8,140−12.6% | Reduced |
| New York State Common Retirement Fund | 52,928 | $23.1M | 0.03% | −5,399−9.3% | Reduced |
| Willis Investment Counsel | 51,200 | $22.4M | 1.69% | +22,300+77.2% | Added |
| UBS Group AG | 51,129 | $22.4M | 0.01% | −25,193−33.0% | Reduced |
| Aviva PLC | 50,574 | $22.1M | 0.09% | +3,488+7.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 50,063 | $21.9M | 0.05% | +2,730+5.8% | Added |
| Principal Financial Group Inc | 48,537 | $21.2M | 0.02% | +156+0.3% | Added |
| Schroder Investment Management Group | 45,795 | $20.0M | 0.03% | −8,769−16.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 45,394 | $19.8M | 0.12% | +3,438+8.2% | Added |
| Saybrook Capital | 45,180 | $19.8M | 5.95% | −115−0.3% | Reduced |
| State Board of Administration of Florida Retirement System | 44,366 | $19.4M | 0.05% | −5,830−11.6% | Reduced |
| Dock Street Asset Management Inc | 44,160 | $19.3M | 3.38% | +294+0.7% | Added |
| Alliancebernstein L.P. | 43,090 | $18.8M | 0.01% | −1,653−3.7% | Reduced |
| New York State Teachers Retirement System | 43,063 | $18.8M | 0.05% | −494−1.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 41,675 | $18.4M | 0.21% | +37,170+825.1% | Added |
| Stifel Financial Corp | 41,840 | $18.3M | 0.03% | +1,546+3.8% | Added |
| Qube Research & Technologies Ltd | 37,680 | $16.5M | 0.05% | −74,674−66.5% | Reduced |
| Voloridge Investment Management, LLC | 37,158 | $16.2M | 0.08% | −26,078−41.2% | Reduced |
| Russell Investments Group, Ltd. | 35,949 | $15.7M | 0.03% | +2,895+8.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 34,359 | $15.0M | 0.03% | −192−0.6% | Reduced |
| Heron Bay Capital Management | 33,946 | $14.8M | 4.00% | +12,732+60.0% | Added |
| State of Michigan Retirement System | 33,135 | $14.5M | 0.09% | −100−0.3% | Reduced |
| Prudential Financial Inc | 33,026 | $14.4M | 0.02% | +107+0.3% | Added |
| AXA S.A. | 32,950 | $14.4M | 0.05% | −313−0.9% | Reduced |
| Voya Investment Management LLC | 32,669 | $14.3M | 0.02% | −982−2.9% | Reduced |
| The PNC Financial Services Group, Inc. | 31,891 | $13.9M | 0.01% | −613−1.9% | Reduced |
| Wellington Management Group LLP | 31,505 | $13.8M | 0.00% | +29,861+1,816.4% | Added |
| Spence Asset Management | 31,447 | $13.8M | 4.23% | +324+1.0% | Added |
| Wendell David Associates Inc | 31,197 | $13.6M | 1.60% | +290+0.9% | Added |
| Truist Financial Corp | 31,137 | $13.6M | 0.02% | −1,949−5.9% | Reduced |
| Bath Savings Trust Co | 30,827 | $13.5M | 1.66% | +520+1.7% | Added |
| Bank of Montreal | 29,765 | $12.9M | 0.01% | −3,205−9.7% | Reduced |