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 |
|---|---|---|---|---|---|
| Man Group plc | – | $12.5M | 0.04% | – | – |
| Mirae Asset Global Investments Co., Ltd. | 28,162 | $12.3M | 0.03% | −466−1.6% | Reduced |
| Hancock Whitney Corp | 27,991 | $12.2M | 0.50% | +33+0.1% | Added |
| Manufacturers Life Insurance Company, The | 27,707 | $12.1M | 0.01% | +1,498+5.7% | Added |
| Marks Group Wealth Management, Inc | 27,423 | $12.0M | 1.48% | +110+0.4% | Added |
| Congress Wealth Management LLC | 26,631 | $11.6M | 0.24% | +683+2.6% | Added |
| Citigroup Inc | 26,431 | $11.6M | 0.02% | +739+2.9% | Added |
| Hantz Financial Services, Inc. | 26,307 | $11.5M | 0.29% | +408+1.6% | Added |
| La Financiere de L'Echiquier | 26,099 | $11.4M | 0.59% | +3,506+15.5% | Added |
| Core Alternative Capital | 25,677 | $11.2M | 1.73% | −1,960−7.1% | Reduced |
| Janney Montgomery Scott LLC | 25,547 | $11.2M | 0.04% | −1,141−4.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 24,835 | $10.9M | 0.03% | +2,332+10.4% | Added |
| Susquehanna International Group, LLP | 24,712 | $10.8M | 0.02% | +13,040+111.7% | Added |
| Advisor Group Holdings, Inc. | 24,344 | $10.6M | 0.02% | +1,469+6.4% | Added |
| State of Wisconsin Investment Board | 24,296 | $10.6M | 0.03% | −2,933−10.8% | Reduced |
| National Bank of Canada | 24,004 | $10.4M | 0.02% | −18,734−43.8% | Reduced |
| Balyasny Asset Management LLC | 23,387 | $10.2M | 0.03% | +20,906+842.6% | Added |
| Moran Wealth Management, LLC | 23,223 | $10.2M | 0.39% | +32+0.1% | Added |
| JGP Wealth Management, LLC | 22,057 | $9.64M | 1.62% | +294+1.4% | Added |
| TownSquare Capital, LLC | 22,034 | $9.63M | 0.18% | −170−0.8% | Reduced |
| State of Alaska, Department of Revenue | 22,003 | $9.62M | 0.12% | −175−0.8% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 21,817 | $9.54M | 0.04% | −602−2.7% | Reduced |
| Pictet Asset Management Holding SA | 21,681 | $9.48M | 0.01% | +21,681 | New |
| Great West Life Assurance Co | 21,470 | $9.39M | 0.02% | −680−3.1% | Reduced |
| TD Asset Management Inc | 21,274 | $9.30M | 0.01% | −2,814−11.7% | Reduced |
| Baird Financial Group, Inc. | 21,200 | $9.27M | 0.03% | −34−0.2% | Reduced |
| State of New Jersey Common Pension Fund D | 20,819 | $9.10M | 0.03% | −727−3.4% | Reduced |
| Fisher Asset Management, LLC | 20,434 | $8.93M | 0.01% | +350+1.7% | Added |
| Papp L Roy & Associates | 20,321 | $8.89M | 1.20% | −137−0.7% | Reduced |
| Toronto Dominion Bank | 19,071 | $8.34M | 0.01% | −438−2.2% | Reduced |
| Kennedy Capital Management, Inc. | 18,708 | $8.18M | 0.20% | +1,701+10.0% | Added |
| Treasurer of the State of North Carolina | 18,487 | $8.08M | 0.04% | −1,869−9.2% | Reduced |
| Mn Services Vermogensbeheer B.V. | 18,200 | $7.96M | 0.08% | 00.0% | Unchanged |
| Adage Capital Partners GP, L.L.C. | 17,900 | $7.83M | 0.02% | +9,700+118.3% | Added |
| State of Tennessee, Treasury Department | 17,833 | $7.80M | 0.03% | +11,799+195.5% | Added |
| Running Oak Capital LLC | 17,741 | $7.76M | 1.99% | +42+0.2% | Added |
| Illinois Municipal Retirement Fund | 17,509 | $7.66M | 0.14% | +1,121+6.8% | Added |
| APG Asset Management N.V. | 17,334 | $7.58M | 0.02% | −200−1.1% | Reduced |
| BNP Paribas Arbitrage, SA | 17,319 | $7.57M | 0.02% | +2,745+18.8% | Added |
| Public Employees Retirement System of Ohio | 17,205 | $7.52M | 0.03% | −2,912−14.5% | Reduced |
| Mattern Capital Management, LLC | 17,152 | $7.50M | 1.21% | +652+4.0% | Added |
| Kornitzer Capital Management Inc | 17,144 | $7.50M | 0.15% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 16,468 | $7.20M | 0.09% | −145−0.9% | Reduced |
| Commonwealth Equity Services, LLC | 16,215 | $7.09M | 0.01% | +638+4.1% | Added |
| Whittier Trust Co | 16,069 | $7.03M | 0.12% | +613+4.0% | Added |
| Schonfeld Strategic Advisors LLC | 16,005 | $7.00M | 0.06% | −189−1.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,289 | $6.69M | 0.03% | +2,766+22.1% | Added |
| US Bancorp | 15,017 | $6.57M | 0.01% | +31+0.2% | Added |
| Thematics Asset Management | 14,907 | $6.52M | 0.32% | −339−2.2% | Reduced |
| Amalgamated Bank | 14,770 | $6.46M | 0.05% | −649−4.2% | Reduced |
| TCW Group Inc | 14,752 | $6.45M | 0.08% | −6,047−29.1% | Reduced |
| Asset Management One Co.,Ltd. | 14,708 | $6.43M | 0.03% | −128−0.9% | Reduced |
| Atria Investments LLC | 14,610 | $6.39M | 0.11% | +277+1.9% | Added |
| West Coast Financial LLC | 14,569 | $6.37M | 0.95% | +218+1.5% | Added |
| Comerica Bank | 14,024 | $6.13M | 0.03% | −82,285−85.4% | Reduced |
| Two Sigma Investments, LP | 13,996 | $6.12M | 0.02% | −96,416−87.3% | Reduced |
| Franklin Resources Inc | 13,988 | $6.12M | 0.00% | −105,749−88.3% | Reduced |
| Ensign Peak Advisors, Inc | 13,685 | $5.98M | 0.01% | −568−4.0% | Reduced |
| Teacher Retirement System of Texas | 13,370 | $5.85M | 0.04% | −2,333−14.9% | Reduced |
| Canada Pension Plan Investment Board | 13,065 | $5.71M | 0.01% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 12,822 | $5.61M | 0.03% | +466+3.8% | Added |
| Korea Investment CORP | 12,494 | $5.46M | 0.02% | −1,844−12.9% | Reduced |
| Nisa Investment Advisors, LLC | 12,465 | $5.45M | 0.04% | −10.0% | Reduced |
| Hendershot Investments Inc. | 12,397 | $5.42M | 0.91% | +253+2.1% | Added |
| Mariner, LLC | 11,984 | $5.24M | 0.01% | +631+5.6% | Added |
| Regions Financial Corp | 11,548 | $5.05M | 0.05% | −493−4.1% | Reduced |
| Commerce Bank | 11,473 | $5.02M | 0.04% | −1,082−8.6% | Reduced |
| MetLife Investment Management | 11,038 | $4.83M | 0.04% | −286−2.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 10,959 | $4.79M | 0.03% | −293−2.6% | Reduced |
| Banco Santander, S.A. | 10,850 | $4.74M | 0.07% | −360−3.2% | Reduced |
| JLB & Associates Inc | 10,774 | $4.71M | 0.74% | −47−0.4% | Reduced |
| Intech Investment Management LLC | 10,754 | $4.70M | 0.07% | −18,397−63.1% | Reduced |
| Jensen Investment Management Inc | 10,750 | $4.70M | 0.04% | −370−3.3% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 10,713 | $4.68M | 0.06% | +2,300+27.3% | Added |
| American International Group, Inc. | 10,604 | $4.64M | 0.03% | −343−3.1% | Reduced |
| Daiwa Securities Group Inc. | 10,528 | $4.60M | 0.03% | −1,552−12.8% | Reduced |
| DekaBank Deutsche Girozentrale | 10,381 | $4.57M | 0.01% | −366−3.4% | Reduced |
| Arizona State Retirement System | 10,408 | $4.55M | 0.04% | −50−0.5% | Reduced |
| Jane Street Group, LLC | 10,374 | $4.54M | 0.01% | −4,388−29.7% | Reduced |
| Stephens Inc | 10,223 | $4.47M | 0.09% | −665−6.1% | Reduced |
| M&T Bank Corp | 10,066 | $4.40M | 0.02% | −526−5.0% | Reduced |
| Capital Insight Partners, LLC | 10,044 | $4.39M | 1.00% | +325+3.3% | Added |
| XXEC, Inc. | 10,005 | $4.37M | 3.69% | −213−2.1% | Reduced |
| Spire Wealth Management | 9,945 | $4.35M | 0.17% | +2,640+36.1% | Added |
| ProShare Advisors LLC | 9,922 | $4.34M | 0.01% | +851+9.4% | Added |
| Citadel Advisors LLC | 9,803 | $4.29M | 0.00% | −58,276−85.6% | Reduced |
| Institutional & Family Asset Management, LLC | 9,660 | $4.22M | 0.69% | +29+0.3% | Added |
| Nomura Asset Management Co Ltd | 9,380 | $4.10M | 0.02% | −188−2.0% | Reduced |
| Xponance, Inc. | 9,157 | $4.00M | 0.05% | +91+1.0% | Added |
| Storebrand Asset Management AS | 8,977 | $3.93M | 0.02% | −560−5.9% | Reduced |
| Public Sector Pension Investment Board | 8,892 | $3.89M | 0.03% | +447+5.3% | Added |
| Brown Advisory Inc | 8,863 | $3.88M | 0.01% | +10.0% | Added |
| Texas Permanent School Fund | 8,736 | $3.82M | 0.04% | −240−2.7% | Reduced |
| American Century Companies Inc | 8,645 | $3.78M | 0.00% | +451+5.5% | Added |
| Retirement Systems of Alabama | 8,625 | $3.77M | 0.02% | −84−1.0% | Reduced |
| Forsta Ap-Fonden | 8,600 | $3.76M | 0.04% | 00.0% | Unchanged |
| Bessemer Group Inc | 8,571 | $3.75M | 0.01% | +41+0.5% | Added |
| Trexquant Investment LP | 8,562 | $3.74M | 0.09% | +142+1.7% | Added |
| Great Lakes Advisors, LLC | 8,454 | $3.70M | 0.03% | −55−0.6% | Reduced |
| Eukles Asset Management | 8,324 | $3.64M | 1.92% | +62+0.8% | Added |