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 |
|---|---|---|---|---|---|
| Tredje AP-fonden | 6,291 | $2.75M | 0.04% | −626−9.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 6,300 | $2.75M | 0.37% | −80−1.3% | Reduced |
| Achmea Investment Management B.V. | 6,329 | $2.77M | 0.06% | +2,174+52.3% | Added |
| Stiles Financial Services Inc | 6,339 | $2.77M | 1.44% | −378−5.6% | Reduced |
| Shell Asset Management Co | 6,347 | $2.77M | 0.11% | −107−1.7% | Reduced |
| Neuberger Berman Group LLC | 6,392 | $2.79M | 0.00% | +87+1.4% | Added |
| AdvisorShares Investments LLC | 6,432 | $2.81M | 0.75% | +368+6.1% | Added |
| Birch Capital Management, LLC | 6,503 | $2.84M | 1.80% | 00.0% | Unchanged |
| Captrust Financial Advisors | 6,536 | $2.86M | 0.01% | +1,841+39.2% | Added |
| Strategic Wealth Partners, Ltd. | 6,560 | $2.87M | 0.38% | +2,520+62.4% | Added |
| First Trust Advisors LP | 6,563 | $2.87M | 0.00% | −259−3.8% | Reduced |
| Utah Retirement Systems | 6,582 | $2.88M | 0.04% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 6,611 | $2.89M | 0.04% | −5,587−45.8% | Reduced |
| Czech National Bank | 6,667 | $2.92M | 0.05% | +2,131+47.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 6,866 | $3.00M | 0.14% | −396−5.5% | Reduced |
| Azzad Asset Management Inc | 7,188 | $3.14M | 0.45% | +170+2.4% | Added |
| Kinneret Advisory, LLC | 7,215 | $3.15M | 0.39% | −4−0.1% | Reduced |
| Linden Thomas Advisory Services, LLC | 7,340 | $3.21M | 0.72% | −1,747−19.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 7,472 | $3.27M | 0.05% | −1,136−13.2% | Reduced |
| Lazard Asset Management LLC | 7,513 | $3.28M | 0.00% | −103−1.4% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 7,542 | $3.30M | 0.02% | −27−0.4% | Reduced |
| Handelsbanken Fonder AB | 7,651 | $3.35M | 0.02% | +300+4.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,670 | $3.35M | 0.03% | +987+14.8% | Added |
| Prospera Financial Services Inc | 7,682 | $3.36M | 0.13% | +649+9.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 7,650 | $3.36M | 0.07% | +4,550+146.8% | Added |
| Evoke Wealth, LLC | 7,763 | $3.39M | 0.12% | −59−0.8% | Reduced |
| IFM Investors Pty Ltd | 7,789 | $3.41M | 0.04% | +413+5.6% | Added |
| Erste Asset Management GmbH | 7,970 | $3.48M | 0.06% | +7,970 | New |
| Coastal Bridge Advisors, LLC | 8,021 | $3.51M | 0.94% | 00.0% | Unchanged |
| First Hawaiian Bank | 8,172 | $3.57M | 0.12% | +764+10.3% | Added |
| Whittier Trust Co of Nevada Inc | 8,186 | $3.58M | 0.13% | +115+1.4% | Added |
| Somerset Trust Co | 8,275 | $3.62M | 1.65% | −13−0.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 8,289 | $3.62M | 0.05% | +591+7.7% | Added |
| Eukles Asset Management | 8,324 | $3.64M | 1.92% | +62+0.8% | Added |
| Great Lakes Advisors, LLC | 8,454 | $3.70M | 0.03% | −55−0.6% | Reduced |
| Trexquant Investment LP | 8,562 | $3.74M | 0.09% | +142+1.7% | Added |
| Bessemer Group Inc | 8,571 | $3.75M | 0.01% | +41+0.5% | Added |
| Forsta Ap-Fonden | 8,600 | $3.76M | 0.04% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 8,625 | $3.77M | 0.02% | −84−1.0% | Reduced |
| American Century Companies Inc | 8,645 | $3.78M | 0.00% | +451+5.5% | Added |
| Texas Permanent School Fund | 8,736 | $3.82M | 0.04% | −240−2.7% | Reduced |
| Brown Advisory Inc | 8,863 | $3.88M | 0.01% | +10.0% | Added |
| Public Sector Pension Investment Board | 8,892 | $3.89M | 0.03% | +447+5.3% | Added |
| Storebrand Asset Management AS | 8,977 | $3.93M | 0.02% | −560−5.9% | Reduced |
| Xponance, Inc. | 9,157 | $4.00M | 0.05% | +91+1.0% | Added |
| Nomura Asset Management Co Ltd | 9,380 | $4.10M | 0.02% | −188−2.0% | Reduced |
| Institutional & Family Asset Management, LLC | 9,660 | $4.22M | 0.69% | +29+0.3% | Added |
| Citadel Advisors LLC | 9,803 | $4.29M | 0.00% | −58,276−85.6% | Reduced |
| ProShare Advisors LLC | 9,922 | $4.34M | 0.01% | +851+9.4% | Added |
| Spire Wealth Management | 9,945 | $4.35M | 0.17% | +2,640+36.1% | Added |
| XXEC, Inc. | 10,005 | $4.37M | 3.69% | −213−2.1% | Reduced |
| Capital Insight Partners, LLC | 10,044 | $4.39M | 1.00% | +325+3.3% | Added |
| M&T Bank Corp | 10,066 | $4.40M | 0.02% | −526−5.0% | Reduced |
| Stephens Inc | 10,223 | $4.47M | 0.09% | −665−6.1% | Reduced |
| Jane Street Group, LLC | 10,374 | $4.54M | 0.01% | −4,388−29.7% | Reduced |
| Arizona State Retirement System | 10,408 | $4.55M | 0.04% | −50−0.5% | Reduced |
| DekaBank Deutsche Girozentrale | 10,381 | $4.57M | 0.01% | −366−3.4% | Reduced |
| Daiwa Securities Group Inc. | 10,528 | $4.60M | 0.03% | −1,552−12.8% | Reduced |
| American International Group, Inc. | 10,604 | $4.64M | 0.03% | −343−3.1% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 10,713 | $4.68M | 0.06% | +2,300+27.3% | Added |
| Jensen Investment Management Inc | 10,750 | $4.70M | 0.04% | −370−3.3% | Reduced |
| Intech Investment Management LLC | 10,754 | $4.70M | 0.07% | −18,397−63.1% | Reduced |
| JLB & Associates Inc | 10,774 | $4.71M | 0.74% | −47−0.4% | Reduced |
| Banco Santander, S.A. | 10,850 | $4.74M | 0.07% | −360−3.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 10,959 | $4.79M | 0.03% | −293−2.6% | Reduced |
| MetLife Investment Management | 11,038 | $4.83M | 0.04% | −286−2.5% | Reduced |
| Commerce Bank | 11,473 | $5.02M | 0.04% | −1,082−8.6% | Reduced |
| Regions Financial Corp | 11,548 | $5.05M | 0.05% | −493−4.1% | Reduced |
| Mariner, LLC | 11,984 | $5.24M | 0.01% | +631+5.6% | Added |
| Hendershot Investments Inc. | 12,397 | $5.42M | 0.91% | +253+2.1% | Added |
| Nisa Investment Advisors, LLC | 12,465 | $5.45M | 0.04% | −10.0% | Reduced |
| Korea Investment CORP | 12,494 | $5.46M | 0.02% | −1,844−12.9% | Reduced |
| Rafferty Asset Management, LLC | 12,822 | $5.61M | 0.03% | +466+3.8% | Added |
| Canada Pension Plan Investment Board | 13,065 | $5.71M | 0.01% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 13,370 | $5.85M | 0.04% | −2,333−14.9% | Reduced |
| Ensign Peak Advisors, Inc | 13,685 | $5.98M | 0.01% | −568−4.0% | Reduced |
| Franklin Resources Inc | 13,988 | $6.12M | 0.00% | −105,749−88.3% | Reduced |
| Two Sigma Investments, LP | 13,996 | $6.12M | 0.02% | −96,416−87.3% | Reduced |
| Comerica Bank | 14,024 | $6.13M | 0.03% | −82,285−85.4% | Reduced |
| West Coast Financial LLC | 14,569 | $6.37M | 0.95% | +218+1.5% | Added |
| Atria Investments LLC | 14,610 | $6.39M | 0.11% | +277+1.9% | Added |
| Asset Management One Co.,Ltd. | 14,708 | $6.43M | 0.03% | −128−0.9% | Reduced |
| TCW Group Inc | 14,752 | $6.45M | 0.08% | −6,047−29.1% | Reduced |
| Amalgamated Bank | 14,770 | $6.46M | 0.05% | −649−4.2% | Reduced |
| Thematics Asset Management | 14,907 | $6.52M | 0.32% | −339−2.2% | Reduced |
| US Bancorp | 15,017 | $6.57M | 0.01% | +31+0.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,289 | $6.69M | 0.03% | +2,766+22.1% | Added |
| Schonfeld Strategic Advisors LLC | 16,005 | $7.00M | 0.06% | −189−1.2% | Reduced |
| Whittier Trust Co | 16,069 | $7.03M | 0.12% | +613+4.0% | Added |
| Commonwealth Equity Services, LLC | 16,215 | $7.09M | 0.01% | +638+4.1% | Added |
| Gateway Investment Advisers LLC | 16,468 | $7.20M | 0.09% | −145−0.9% | Reduced |
| Kornitzer Capital Management Inc | 17,144 | $7.50M | 0.15% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 17,152 | $7.50M | 1.21% | +652+4.0% | Added |
| Public Employees Retirement System of Ohio | 17,205 | $7.52M | 0.03% | −2,912−14.5% | Reduced |
| BNP Paribas Arbitrage, SA | 17,319 | $7.57M | 0.02% | +2,745+18.8% | Added |
| APG Asset Management N.V. | 17,334 | $7.58M | 0.02% | −200−1.1% | Reduced |
| Illinois Municipal Retirement Fund | 17,509 | $7.66M | 0.14% | +1,121+6.8% | Added |
| Running Oak Capital LLC | 17,741 | $7.76M | 1.99% | +42+0.2% | Added |
| State of Tennessee, Treasury Department | 17,833 | $7.80M | 0.03% | +11,799+195.5% | Added |
| Adage Capital Partners GP, L.L.C. | 17,900 | $7.83M | 0.02% | +9,700+118.3% | Added |