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 |
|---|---|---|---|---|---|
| Acadian Asset Management LLC | 10,552 | $5.03M | 0.02% | +10,453+10,558.6% | Added |
| Jensen Investment Management Inc | 10,750 | $5.13M | 0.04% | 00.0% | Unchanged |
| JLB & Associates Inc | 10,774 | $5.14M | 0.74% | 00.0% | Unchanged |
| MetLife Investment Management | 10,811 | $5.16M | 0.04% | −227−2.1% | Reduced |
| Commerce Bank | 11,133 | $5.31M | 0.04% | −340−3.0% | Reduced |
| Regions Financial Corp | 11,141 | $5.31M | 0.04% | −407−3.5% | Reduced |
| Kornitzer Capital Management Inc | 11,144 | $5.32M | 0.10% | −6,000−35.0% | Reduced |
| Spire Wealth Management | 11,750 | $5.45M | 0.19% | +1,805+18.1% | Added |
| Susquehanna International Group, LLP | 11,568 | $5.52M | 0.01% | −13,144−53.2% | Reduced |
| Hendershot Investments Inc. | 12,373 | $5.90M | 0.91% | −24−0.2% | Reduced |
| Franklin Resources Inc | 12,389 | $5.91M | 0.00% | −1,599−11.4% | Reduced |
| Nisa Investment Advisors, LLC | 12,485 | $5.96M | 0.04% | +20+0.2% | Added |
| Susquehanna Portfolio Strategies, LLC | 12,852 | $6.13M | 0.11% | +12,852 | New |
| Mariner, LLC | 12,947 | $6.18M | 0.01% | +963+8.0% | Added |
| Illinois Municipal Retirement Fund | 12,976 | $6.19M | 0.10% | −4,533−25.9% | Reduced |
| Canada Pension Plan Investment Board | 13,065 | $6.23M | 0.01% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 13,470 | $6.43M | 0.03% | +648+5.1% | Added |
| Thematics Asset Management | 13,693 | $6.53M | 0.29% | −1,214−8.1% | Reduced |
| Korea Investment CORP | 13,809 | $6.59M | 0.02% | +1,315+10.5% | Added |
| Bell Asset Management Ltd | 14,163 | $6.76M | 1.03% | +14,163 | New |
| Asset Management One Co.,Ltd. | 14,229 | $6.78M | 0.03% | −479−3.3% | Reduced |
| Amalgamated Bank | 14,274 | $6.81M | 0.05% | −496−3.4% | Reduced |
| Atria Investments LLC | 14,386 | $6.86M | 0.11% | −224−1.5% | Reduced |
| Comerica Bank | 14,386 | $6.86M | 0.03% | +362+2.6% | Added |
| US Bancorp | 14,536 | $6.93M | 0.01% | −481−3.2% | Reduced |
| Sapient Capital LLC | 14,587 | $6.96M | 0.18% | +14,587 | New |
| TCW Group Inc | 15,293 | $7.30M | 0.08% | +541+3.7% | Added |
| AustralianSuper Pty Ltd | 15,466 | $7.38M | 0.04% | +15,466 | New |
| Intech Investment Management LLC | 15,467 | $7.38M | 0.11% | +4,713+43.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,020 | $7.64M | 0.03% | +731+4.8% | Added |
| West Coast Financial LLC | 16,427 | $7.84M | 1.03% | +1,858+12.8% | Added |
| Whittier Trust Co | 16,466 | $7.85M | 0.13% | +397+2.5% | Added |
| Robeco Institutional Asset Management B.V. | 16,545 | $7.89M | 0.02% | −8,290−33.4% | Reduced |
| Gateway Investment Advisers LLC | 16,777 | $8.00M | 0.09% | +309+1.9% | Added |
| Prana Capital Management, LP | 17,023 | $8.12M | 0.48% | +17,023 | New |
| BNP Paribas Arbitrage, SA | 17,235 | $8.22M | 0.01% | −84−0.5% | Reduced |
| Public Employees Retirement System of Ohio | 17,338 | $8.27M | 0.03% | +133+0.8% | Added |
| Great West Life Assurance Co | 17,594 | $8.35M | 0.02% | −3,876−18.1% | Reduced |
| Mattern Capital Management, LLC | 17,583 | $8.39M | 1.22% | +431+2.5% | Added |
| Mn Services Vermogensbeheer B.V. | 17,600 | $8.40M | 0.08% | −600−3.3% | Reduced |
| Commonwealth Equity Services, LLC | 17,710 | $8.45M | 0.02% | +1,495+9.2% | Added |
| State of Tennessee, Treasury Department | 17,833 | $8.51M | 0.03% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 17,900 | $8.54M | 0.09% | +9,300+108.1% | Added |
| Treasurer of the State of North Carolina | 18,048 | $8.61M | 0.04% | −439−2.4% | Reduced |
| Cookson Peirce & Co Inc | 18,515 | $8.83M | 0.53% | +18,515 | New |
| La Financiere de L'Echiquier | 19,039 | $9.08M | 0.42% | −7,060−27.1% | Reduced |
| KBC Group NV | 19,741 | $9.42M | 0.03% | −81,099−80.4% | Reduced |
| State of Alaska, Department of Revenue | 19,848 | $9.47M | 0.11% | −2,155−9.8% | Reduced |
| Pictet Asset Management Holding SA | 19,917 | $9.50M | 0.01% | −1,764−8.1% | Reduced |
| Papp L Roy & Associates | 19,954 | $9.52M | 1.18% | −367−1.8% | Reduced |
| Fisher Asset Management, LLC | 20,170 | $9.62M | 0.01% | −264−1.3% | Reduced |
| Running Oak Capital LLC | 20,235 | $9.65M | 1.90% | +2,494+14.1% | Added |
| TownSquare Capital, LLC | 20,562 | $9.81M | 0.17% | −1,472−6.7% | Reduced |
| APG Asset Management N.V. | 22,834 | $9.86M | 0.02% | +5,500+31.7% | Added |
| State of New Jersey Common Pension Fund D | 20,819 | $9.93M | 0.03% | 00.0% | Unchanged |
| Core Alternative Capital | 21,088 | $10.1M | 1.72% | −4,589−17.9% | Reduced |
| Ensign Peak Advisors, Inc | 21,093 | $10.1M | 0.02% | +7,408+54.1% | Added |
| Advisor Group Holdings, Inc. | 21,348 | $10.2M | 0.02% | −2,996−12.3% | Reduced |
| First Trust Advisors LP | 21,397 | $10.2M | 0.01% | +14,834+226.0% | Added |
| TD Asset Management Inc | 21,424 | $10.2M | 0.01% | +150+0.7% | Added |
| Chevy Chase Trust Holdings, Inc. | 21,596 | $10.3M | 0.04% | −221−1.0% | Reduced |
| Toronto Dominion Bank | 21,604 | $10.3M | 0.01% | +2,533+13.3% | Added |
| JGP Wealth Management, LLC | 22,124 | $10.6M | 1.57% | +67+0.3% | Added |
| National Bank of Canada | 22,896 | $10.6M | 0.02% | −1,108−4.6% | Reduced |
| Moran Wealth Management, LLC | 23,449 | $11.2M | 0.40% | +226+1.0% | Added |
| Voloridge Investment Management, LLC | 23,691 | $11.3M | 0.04% | −13,467−36.2% | Reduced |
| State of Wisconsin Investment Board | 24,086 | $11.5M | 0.03% | −210−0.9% | Reduced |
| Kennedy Capital Management, Inc. | 24,234 | $11.6M | 0.25% | +5,526+29.5% | Added |
| Citigroup Inc | 24,403 | $11.6M | 0.02% | −2,028−7.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 24,764 | $11.8M | 0.10% | +8,759+54.7% | Added |
| Hantz Financial Services, Inc. | 25,131 | $12.0M | 0.26% | −1,176−4.5% | Reduced |
| Janney Montgomery Scott LLC | 25,701 | $12.3M | 0.04% | +154+0.6% | Added |
| Two Sigma Investments, LP | 26,728 | $12.8M | 0.03% | +12,732+91.0% | Added |
| Adage Capital Partners GP, L.L.C. | 26,900 | $12.8M | 0.03% | +9,000+50.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 27,075 | $12.9M | 0.03% | −1,087−3.9% | Reduced |
| Congress Wealth Management LLC | 27,174 | $13.0M | 0.24% | +543+2.0% | Added |
| Prudential Financial Inc | 27,582 | $13.0M | 0.02% | −5,444−16.5% | Reduced |
| Marks Group Wealth Management, Inc | 27,490 | $13.1M | 1.49% | +67+0.2% | Added |
| Hancock Whitney Corp | 27,818 | $13.3M | 0.49% | −173−0.6% | Reduced |
| Manufacturers Life Insurance Company, The | 28,569 | $13.6M | 0.01% | +862+3.1% | Added |
| Baird Financial Group, Inc. | 29,892 | $14.3M | 0.03% | +8,692+41.0% | Added |
| Wellington Management Group LLP | 31,070 | $14.8M | 0.00% | −435−1.4% | Reduced |
| The PNC Financial Services Group, Inc. | 31,146 | $14.9M | 0.01% | −745−2.3% | Reduced |
| Bath Savings Trust Co | 31,173 | $14.9M | 1.67% | +346+1.1% | Added |
| Truist Financial Corp | 31,204 | $14.9M | 0.02% | +67+0.2% | Added |
| Spence Asset Management | 31,472 | $15.0M | 4.16% | +25+0.1% | Added |
| Voya Investment Management LLC | 31,515 | $15.0M | 0.02% | −1,154−3.5% | Reduced |
| Wendell David Associates Inc | 31,697 | $15.1M | 1.63% | +500+1.6% | Added |
| Russell Investments Group, Ltd. | 32,721 | $15.6M | 0.03% | −3,228−9.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 33,522 | $16.0M | 0.03% | −837−2.4% | Reduced |
| Heron Bay Capital Management | 33,561 | $16.0M | 3.71% | −385−1.1% | Reduced |
| State of Michigan Retirement System | 33,835 | $16.1M | 0.10% | +700+2.1% | Added |
| Schroder Investment Management Group | 35,624 | $17.0M | 0.02% | −10,171−22.2% | Reduced |
| Willis Investment Counsel | 41,900 | $20.0M | 1.41% | −9,300−18.2% | Reduced |
| Bank of Montreal | 41,914 | $20.0M | 0.01% | +12,149+40.8% | Added |
| New York State Teachers Retirement System | 42,231 | $20.1M | 0.04% | −832−1.9% | Reduced |
| Dock Street Asset Management Inc | 42,463 | $20.3M | 3.17% | −1,697−3.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 43,356 | $20.6M | 0.20% | +1,681+4.0% | Added |
| Alliancebernstein L.P. | 43,790 | $20.9M | 0.01% | +700+1.6% | Added |
| Stifel Financial Corp | 44,037 | $21.0M | 0.03% | +2,197+5.3% | Added |