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, Q4 2023
Institutional positions in Factset Research Systems Inc as of Dec 31, 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
- 775
- +53 vs. Q3 2023
- Shares held
- 34.6M
- +15.0K (0.0%) vs. Q3 2023
- Total value
- $16.5B
- +$1.35B (+8.9%) vs. Q3 2023
- New holders
- 102
- 250 more added
- Sold out
- 49
- 276 more reduced
11 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Factset Research Systems Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,559,576 | $2.18B | 0.05% | +16,801+0.4% | Added |
| BlackRock Inc. | 3,473,682 | $1.66B | 0.04% | +301,373+9.5% | Added |
| Bamco Inc | 2,777,627 | $1.33B | 3.53% | +26,031+0.9% | Added |
| State Street Corp | 1,842,021 | $878.7M | 0.04% | −59,122−3.1% | Reduced |
| Loomis Sayles & Co L P | 1,596,072 | $761.4M | 1.17% | −16,066−1.0% | Reduced |
| Wells Fargo & Company | 1,504,850 | $717.9M | 0.20% | −12,468−0.8% | Reduced |
| Morgan Stanley | 1,391,727 | $663.9M | 0.06% | −4,498−0.3% | Reduced |
| Ninety One UK Ltd | 1,185,888 | $565.7M | 1.68% | −1,816−0.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,131,060 | $539.6M | 1.35% | +96,791+9.4% | Added |
| Geode Capital Management, LLC | 910,991 | $433.5M | 0.05% | −62,290−6.4% | Reduced |
| Bank of America Corp | 611,651 | $291.8M | 0.03% | −20,610−3.3% | Reduced |
| JPMorgan Chase & Co | 552,153 | $263.4M | 0.03% | +48,686+9.7% | Added |
| Amundi | 572,043 | $261.2M | 0.12% | +35,789+6.7% | Added |
| Champlain Investment Partners, LLC | 420,307 | $200.5M | 1.19% | −12,700−2.9% | Reduced |
| Northern Trust Corp | 381,535 | $182.0M | 0.03% | −9,020−2.3% | Reduced |
| Massachusetts Financial Services Co | 368,765 | $175.9M | 0.06% | +20,787+6.0% | Added |
| Fiera Capital Corp | 359,137 | $171.3M | 0.53% | −81,909−18.6% | Reduced |
| Charles Schwab Investment Management Inc | 355,333 | $169.5M | 0.04% | +8,432+2.4% | Added |
| Invesco Ltd. | 315,451 | $150.5M | 0.04% | +11,718+3.9% | Added |
| Boston Trust Walden Corp | 287,730 | $137.3M | 1.04% | +9,016+3.2% | Added |
| Legal & General Group Plc | 272,252 | $129.9M | 0.04% | −6,285−2.3% | Reduced |
| Bank of New York Mellon Corp | 269,370 | $128.5M | 0.03% | −4,129−1.5% | Reduced |
| Congress Asset Management Co | 268,015 | $127.9M | 1.01% | +541+0.2% | Added |
| Macquarie Group Ltd | 243,096 | $116.0M | 0.13% | +34,308+16.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 254,556 | $115.8M | 0.20% | +10,727+4.4% | Added |
| Tandem Investment Advisors, Inc. | 218,152 | $104.1M | 4.16% | −11,536−5.0% | Reduced |
| UBS Asset Management Americas Inc | 212,976 | $101.6M | 0.04% | +5,726+2.8% | Added |
| California Public Employees Retirement System | 206,074 | $98.3M | 0.07% | +3,110+1.5% | Added |
| Price T Rowe Associates Inc | 203,823 | $97.2M | 0.01% | +433+0.2% | Added |
| Thrivent Financial for Lutherans | 196,179 | $93.6M | 0.20% | +6,981+3.7% | Added |
| American Capital Management Inc | 194,427 | $92.8M | 3.17% | −15,012−7.2% | Reduced |
| Dimensional Fund Advisors LP | 192,486 | $91.8M | 0.03% | −22,879−10.6% | Reduced |
| Goldman Sachs Group Inc | 179,106 | $85.4M | 0.02% | −10,322−5.4% | Reduced |
| Nordea Investment Management AB | 167,340 | $79.8M | 0.10% | −17,763−9.6% | Reduced |
| StonePine Asset Management Inc. | 163,521 | $78.0M | 0.84% | +88,173+117.0% | Added |
| Nuveen Asset Management, LLC | 160,615 | $76.6M | 0.02% | +9,361+6.2% | Added |
| Everett Harris & Co | 148,472 | $70.8M | 1.01% | +561+0.4% | Added |
| Ameriprise Financial Inc | 133,512 | $63.7M | 0.02% | +22,828+20.6% | Added |
| Natixis Advisors, L.P. | 121,102 | $57.8M | 0.15% | −2,994−2.4% | Reduced |
| Ninety One North America, Inc. | 119,263 | $56.9M | 2.78% | −18,718−13.6% | Reduced |
| Deutsche Bank AG | 118,686 | $56.6M | 0.03% | −243−0.2% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 116,720 | $55.7M | 0.61% | 00.0% | Unchanged |
| Barclays PLC | 111,333 | $53.1M | 0.03% | −10,818−8.9% | Reduced |
| Raymond James & Associates | 110,536 | $52.7M | 0.04% | +1,370+1.3% | Added |
| HighTower Advisors, LLC | 106,606 | $50.8M | 0.09% | +3,191+3.1% | Added |
| Qube Research & Technologies Ltd | 104,091 | $49.7M | 0.11% | +66,411+176.3% | Added |
| Millennium Management LLC | 101,515 | $48.4M | 0.05% | −7,282−6.7% | Reduced |
| Norges Bank | 100,571 | $48.0M | 0.01% | −44,525−30.7% | Reduced |
| Royal Bank of Canada | 98,646 | $47.1M | 0.01% | +14,560+17.3% | Added |
| Royal London Asset Management Ltd | 96,518 | $46.0M | 0.13% | +12,381+14.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 92,925 | $44.3M | 0.03% | −921−1.0% | Reduced |
| FMR LLC | 92,576 | $44.2M | 0.00% | +2,737+3.0% | Added |
| Rhumbline Advisers | 90,321 | $43.1M | 0.05% | +635+0.7% | Added |
| Earnest Partners LLC | 89,367 | $42.6M | 0.21% | +1,422+1.6% | Added |
| Envestnet Asset Management Inc | 87,573 | $41.8M | 0.02% | +7,784+9.8% | Added |
| Credit Suisse AG | 81,269 | $38.8M | 0.04% | +678+0.8% | Added |
| Copeland Capital Management, LLC | 81,264 | $38.8M | 0.78% | −3,494−4.1% | Reduced |
| HSBC Holdings PLC | 79,401 | $37.9M | 0.03% | +10,763+15.7% | Added |
| Dundas Partners LLP | 73,864 | $35.2M | 3.07% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 68,911 | $32.9M | 0.07% | +10,230+17.4% | Added |
| LPL Financial LLC | 62,891 | $30.0M | 0.02% | +6,073+10.7% | Added |
| Rockefeller Capital Management L.P. | 59,777 | $28.5M | 0.10% | −6,353−9.6% | Reduced |
| National Pension Service | 59,247 | $28.3M | 0.04% | 00.0% | Unchanged |
| SEI Investments Co | 59,162 | $28.2M | 0.05% | −4,072−6.4% | Reduced |
| California State Teachers Retirement System | 57,659 | $27.5M | 0.04% | −183−0.3% | Reduced |
| UBS Group AG | 52,525 | $25.1M | 0.01% | +1,396+2.7% | Added |
| New York State Common Retirement Fund | 50,635 | $24.2M | 0.03% | −2,293−4.3% | Reduced |
| Two Sigma Advisers, LP | 50,300 | $24.0M | 0.06% | −26,900−34.8% | Reduced |
| Aviva PLC | 49,621 | $23.7M | 0.08% | −953−1.9% | Reduced |
| Principal Financial Group Inc | 48,922 | $23.3M | 0.01% | +385+0.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 48,073 | $22.9M | 0.06% | −8,601−15.2% | Reduced |
| Victory Capital Management Inc | 46,781 | $22.3M | 0.02% | −25,390−35.2% | Reduced |
| Saybrook Capital | 44,850 | $21.4M | 5.94% | −330−0.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 44,659 | $21.3M | 0.05% | −5,404−10.8% | Reduced |
| State Board of Administration of Florida Retirement System | 44,600 | $21.3M | 0.04% | +234+0.5% | Added |
| Stifel Financial Corp | 44,037 | $21.0M | 0.03% | +2,197+5.3% | Added |
| Alliancebernstein L.P. | 43,790 | $20.9M | 0.01% | +700+1.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 43,356 | $20.6M | 0.20% | +1,681+4.0% | Added |
| Dock Street Asset Management Inc | 42,463 | $20.3M | 3.17% | −1,697−3.8% | Reduced |
| New York State Teachers Retirement System | 42,231 | $20.1M | 0.04% | −832−1.9% | Reduced |
| Bank of Montreal | 41,914 | $20.0M | 0.01% | +12,149+40.8% | Added |
| Willis Investment Counsel | 41,900 | $20.0M | 1.41% | −9,300−18.2% | Reduced |
| Schroder Investment Management Group | 35,624 | $17.0M | 0.02% | −10,171−22.2% | Reduced |
| State of Michigan Retirement System | 33,835 | $16.1M | 0.10% | +700+2.1% | Added |
| Heron Bay Capital Management | 33,561 | $16.0M | 3.71% | −385−1.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 33,522 | $16.0M | 0.03% | −837−2.4% | Reduced |
| Russell Investments Group, Ltd. | 32,721 | $15.6M | 0.03% | −3,228−9.0% | Reduced |
| Wendell David Associates Inc | 31,697 | $15.1M | 1.63% | +500+1.6% | Added |
| Voya Investment Management LLC | 31,515 | $15.0M | 0.02% | −1,154−3.5% | Reduced |
| Spence Asset Management | 31,472 | $15.0M | 4.16% | +25+0.1% | Added |
| Truist Financial Corp | 31,204 | $14.9M | 0.02% | +67+0.2% | Added |
| Bath Savings Trust Co | 31,173 | $14.9M | 1.67% | +346+1.1% | Added |
| The PNC Financial Services Group, Inc. | 31,146 | $14.9M | 0.01% | −745−2.3% | Reduced |
| Wellington Management Group LLP | 31,070 | $14.8M | 0.00% | −435−1.4% | Reduced |
| Baird Financial Group, Inc. | 29,892 | $14.3M | 0.03% | +8,692+41.0% | Added |
| Manufacturers Life Insurance Company, The | 28,569 | $13.6M | 0.01% | +862+3.1% | Added |
| Hancock Whitney Corp | 27,818 | $13.3M | 0.49% | −173−0.6% | Reduced |
| Marks Group Wealth Management, Inc | 27,490 | $13.1M | 1.49% | +67+0.2% | Added |
| Prudential Financial Inc | 27,582 | $13.0M | 0.02% | −5,444−16.5% | Reduced |
| Congress Wealth Management LLC | 27,174 | $13.0M | 0.24% | +543+2.0% | Added |