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 |
|---|---|---|---|---|---|
| Mn Services Vermogensbeheer B.V. | 18,200 | $7.96M | 0.08% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 18,487 | $8.08M | 0.04% | −1,869−9.2% | Reduced |
| Kennedy Capital Management, Inc. | 18,708 | $8.18M | 0.20% | +1,701+10.0% | Added |
| Toronto Dominion Bank | 19,071 | $8.34M | 0.01% | −438−2.2% | Reduced |
| Papp L Roy & Associates | 20,321 | $8.89M | 1.20% | −137−0.7% | Reduced |
| Fisher Asset Management, LLC | 20,434 | $8.93M | 0.01% | +350+1.7% | Added |
| State of New Jersey Common Pension Fund D | 20,819 | $9.10M | 0.03% | −727−3.4% | Reduced |
| Baird Financial Group, Inc. | 21,200 | $9.27M | 0.03% | −34−0.2% | Reduced |
| TD Asset Management Inc | 21,274 | $9.30M | 0.01% | −2,814−11.7% | Reduced |
| Great West Life Assurance Co | 21,470 | $9.39M | 0.02% | −680−3.1% | Reduced |
| Pictet Asset Management Holding SA | 21,681 | $9.48M | 0.01% | +21,681 | New |
| Chevy Chase Trust Holdings, Inc. | 21,817 | $9.54M | 0.04% | −602−2.7% | Reduced |
| State of Alaska, Department of Revenue | 22,003 | $9.62M | 0.12% | −175−0.8% | Reduced |
| TownSquare Capital, LLC | 22,034 | $9.63M | 0.18% | −170−0.8% | Reduced |
| JGP Wealth Management, LLC | 22,057 | $9.64M | 1.62% | +294+1.4% | Added |
| Moran Wealth Management, LLC | 23,223 | $10.2M | 0.39% | +32+0.1% | Added |
| Balyasny Asset Management LLC | 23,387 | $10.2M | 0.03% | +20,906+842.6% | Added |
| National Bank of Canada | 24,004 | $10.4M | 0.02% | −18,734−43.8% | Reduced |
| State of Wisconsin Investment Board | 24,296 | $10.6M | 0.03% | −2,933−10.8% | Reduced |
| Advisor Group Holdings, Inc. | 24,344 | $10.6M | 0.02% | +1,469+6.4% | Added |
| Susquehanna International Group, LLP | 24,712 | $10.8M | 0.02% | +13,040+111.7% | Added |
| Robeco Institutional Asset Management B.V. | 24,835 | $10.9M | 0.03% | +2,332+10.4% | Added |
| Janney Montgomery Scott LLC | 25,547 | $11.2M | 0.04% | −1,141−4.3% | Reduced |
| Core Alternative Capital | 25,677 | $11.2M | 1.73% | −1,960−7.1% | Reduced |
| La Financiere de L'Echiquier | 26,099 | $11.4M | 0.59% | +3,506+15.5% | Added |
| Hantz Financial Services, Inc. | 26,307 | $11.5M | 0.29% | +408+1.6% | Added |
| Citigroup Inc | 26,431 | $11.6M | 0.02% | +739+2.9% | Added |
| Congress Wealth Management LLC | 26,631 | $11.6M | 0.24% | +683+2.6% | Added |
| Marks Group Wealth Management, Inc | 27,423 | $12.0M | 1.48% | +110+0.4% | Added |
| Manufacturers Life Insurance Company, The | 27,707 | $12.1M | 0.01% | +1,498+5.7% | Added |
| Hancock Whitney Corp | 27,991 | $12.2M | 0.50% | +33+0.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 28,162 | $12.3M | 0.03% | −466−1.6% | Reduced |
| Man Group plc | – | $12.5M | 0.04% | – | – |
| Bank of Montreal | 29,765 | $12.9M | 0.01% | −3,205−9.7% | Reduced |
| Bath Savings Trust Co | 30,827 | $13.5M | 1.66% | +520+1.7% | Added |
| Truist Financial Corp | 31,137 | $13.6M | 0.02% | −1,949−5.9% | Reduced |
| Wendell David Associates Inc | 31,197 | $13.6M | 1.60% | +290+0.9% | Added |
| Spence Asset Management | 31,447 | $13.8M | 4.23% | +324+1.0% | Added |
| Wellington Management Group LLP | 31,505 | $13.8M | 0.00% | +29,861+1,816.4% | Added |
| The PNC Financial Services Group, Inc. | 31,891 | $13.9M | 0.01% | −613−1.9% | Reduced |
| Voya Investment Management LLC | 32,669 | $14.3M | 0.02% | −982−2.9% | Reduced |
| AXA S.A. | 32,950 | $14.4M | 0.05% | −313−0.9% | Reduced |
| Prudential Financial Inc | 33,026 | $14.4M | 0.02% | +107+0.3% | Added |
| State of Michigan Retirement System | 33,135 | $14.5M | 0.09% | −100−0.3% | Reduced |
| Heron Bay Capital Management | 33,946 | $14.8M | 4.00% | +12,732+60.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 34,359 | $15.0M | 0.03% | −192−0.6% | Reduced |
| Russell Investments Group, Ltd. | 35,949 | $15.7M | 0.03% | +2,895+8.8% | Added |
| Voloridge Investment Management, LLC | 37,158 | $16.2M | 0.08% | −26,078−41.2% | Reduced |
| Qube Research & Technologies Ltd | 37,680 | $16.5M | 0.05% | −74,674−66.5% | Reduced |
| Stifel Financial Corp | 41,840 | $18.3M | 0.03% | +1,546+3.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 41,675 | $18.4M | 0.21% | +37,170+825.1% | Added |
| New York State Teachers Retirement System | 43,063 | $18.8M | 0.05% | −494−1.1% | Reduced |
| Alliancebernstein L.P. | 43,090 | $18.8M | 0.01% | −1,653−3.7% | Reduced |
| Dock Street Asset Management Inc | 44,160 | $19.3M | 3.38% | +294+0.7% | Added |
| State Board of Administration of Florida Retirement System | 44,366 | $19.4M | 0.05% | −5,830−11.6% | Reduced |
| Saybrook Capital | 45,180 | $19.8M | 5.95% | −115−0.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 45,394 | $19.8M | 0.12% | +3,438+8.2% | Added |
| Schroder Investment Management Group | 45,795 | $20.0M | 0.03% | −8,769−16.1% | Reduced |
| Principal Financial Group Inc | 48,537 | $21.2M | 0.02% | +156+0.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 50,063 | $21.9M | 0.05% | +2,730+5.8% | Added |
| Aviva PLC | 50,574 | $22.1M | 0.09% | +3,488+7.4% | Added |
| UBS Group AG | 51,129 | $22.4M | 0.01% | −25,193−33.0% | Reduced |
| Willis Investment Counsel | 51,200 | $22.4M | 1.69% | +22,300+77.2% | Added |
| New York State Common Retirement Fund | 52,928 | $23.1M | 0.03% | −5,399−9.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 56,674 | $24.8M | 0.08% | −8,140−12.6% | Reduced |
| LPL Financial LLC | 56,818 | $24.8M | 0.02% | +2,438+4.5% | Added |
| California State Teachers Retirement System | 57,842 | $25.3M | 0.04% | −3,988−6.4% | Reduced |
| National Pension Service | 59,247 | $25.6M | 0.04% | −2,036−3.3% | Reduced |
| Standard Life Aberdeen plc | 58,681 | $25.7M | 0.07% | +2,758+4.9% | Added |
| SEI Investments Co | 63,234 | $27.6M | 0.05% | +7,550+13.6% | Added |
| Rockefeller Capital Management L.P. | 66,130 | $28.9M | 0.11% | −11,457−14.8% | Reduced |
| HSBC Holdings PLC | 68,638 | $30.0M | 0.03% | +18,262+36.3% | Added |
| Victory Capital Management Inc | 72,171 | $31.6M | 0.04% | +2,099+3.0% | Added |
| Dundas Partners LLP | 73,864 | $32.3M | 3.17% | 00.0% | Unchanged |
| StonePine Asset Management Inc. | 75,348 | $32.9M | 0.48% | +10,747+16.6% | Added |
| Two Sigma Advisers, LP | 77,200 | $33.8M | 0.09% | −80,700−51.1% | Reduced |
| Envestnet Asset Management Inc | 79,789 | $34.9M | 0.02% | +23,576+41.9% | Added |
| Credit Suisse AG | 80,591 | $35.2M | 0.04% | −1,499−1.8% | Reduced |
| Royal Bank of Canada | 84,086 | $36.8M | 0.01% | −4,659−5.2% | Reduced |
| Royal London Asset Management Ltd | 84,137 | $36.8M | 0.12% | +18,031+27.3% | Added |
| Copeland Capital Management, LLC | 84,758 | $37.1M | 0.80% | +242+0.3% | Added |
| Earnest Partners LLC | 87,945 | $38.5M | 0.22% | −1,548−1.7% | Reduced |
| Rhumbline Advisers | 89,686 | $39.2M | 0.05% | +5,165+6.1% | Added |
| FMR LLC | 89,839 | $39.3M | 0.00% | −1,444−1.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 93,846 | $41.0M | 0.03% | −8,976−8.7% | Reduced |
| KBC Group NV | 100,840 | $44.1M | 0.18% | −883−0.9% | Reduced |
| HighTower Advisors, LLC | 103,415 | $45.2M | 0.08% | +17,489+20.4% | Added |
| Millennium Management LLC | 108,797 | $47.6M | 0.05% | +82,770+318.0% | Added |
| Raymond James & Associates | 109,166 | $47.7M | 0.04% | +303+0.3% | Added |
| Ameriprise Financial Inc | 110,684 | $48.4M | 0.02% | −263−0.2% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 116,720 | $51.0M | 0.62% | 00.0% | Unchanged |
| Deutsche Bank AG | 118,929 | $52.0M | 0.03% | −32,269−21.3% | Reduced |
| Barclays PLC | 122,151 | $53.4M | 0.03% | +19,462+19.0% | Added |
| Natixis Advisors, L.P. | 124,096 | $54.3M | 0.17% | −11,306−8.3% | Reduced |
| Ninety One North America, Inc. | 137,981 | $60.3M | 2.96% | −10,892−7.3% | Reduced |
| Norges Bank | 145,096 | $63.4M | 0.01% | −9,141−5.9% | Reduced |
| Everett Harris & Co | 147,911 | $64.7M | 1.01% | +839+0.6% | Added |
| Nuveen Asset Management, LLC | 151,254 | $66.1M | 0.02% | −27,627−15.4% | Reduced |
| Nordea Investment Management AB | 185,103 | $81.7M | 0.11% | +57,502+45.1% | Added |
| Thrivent Financial for Lutherans | 189,198 | $82.7M | 0.20% | +186,086+5,979.6% | Added |