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 |
|---|---|---|---|---|---|
| State Board of Administration of Florida Retirement System | 44,600 | $21.3M | 0.04% | +234+0.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 44,659 | $21.3M | 0.05% | −5,404−10.8% | Reduced |
| Saybrook Capital | 44,850 | $21.4M | 5.94% | −330−0.7% | Reduced |
| Victory Capital Management Inc | 46,781 | $22.3M | 0.02% | −25,390−35.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 48,073 | $22.9M | 0.06% | −8,601−15.2% | Reduced |
| Principal Financial Group Inc | 48,922 | $23.3M | 0.01% | +385+0.8% | Added |
| Aviva PLC | 49,621 | $23.7M | 0.08% | −953−1.9% | Reduced |
| Two Sigma Advisers, LP | 50,300 | $24.0M | 0.06% | −26,900−34.8% | Reduced |
| New York State Common Retirement Fund | 50,635 | $24.2M | 0.03% | −2,293−4.3% | Reduced |
| UBS Group AG | 52,525 | $25.1M | 0.01% | +1,396+2.7% | Added |
| California State Teachers Retirement System | 57,659 | $27.5M | 0.04% | −183−0.3% | Reduced |
| SEI Investments Co | 59,162 | $28.2M | 0.05% | −4,072−6.4% | Reduced |
| National Pension Service | 59,247 | $28.3M | 0.04% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 59,777 | $28.5M | 0.10% | −6,353−9.6% | Reduced |
| LPL Financial LLC | 62,891 | $30.0M | 0.02% | +6,073+10.7% | Added |
| Standard Life Aberdeen plc | 68,911 | $32.9M | 0.07% | +10,230+17.4% | Added |
| Dundas Partners LLP | 73,864 | $35.2M | 3.07% | 00.0% | Unchanged |
| HSBC Holdings PLC | 79,401 | $37.9M | 0.03% | +10,763+15.7% | Added |
| Copeland Capital Management, LLC | 81,264 | $38.8M | 0.78% | −3,494−4.1% | Reduced |
| Credit Suisse AG | 81,269 | $38.8M | 0.04% | +678+0.8% | Added |
| Envestnet Asset Management Inc | 87,573 | $41.8M | 0.02% | +7,784+9.8% | Added |
| Earnest Partners LLC | 89,367 | $42.6M | 0.21% | +1,422+1.6% | Added |
| Rhumbline Advisers | 90,321 | $43.1M | 0.05% | +635+0.7% | Added |
| FMR LLC | 92,576 | $44.2M | 0.00% | +2,737+3.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 92,925 | $44.3M | 0.03% | −921−1.0% | Reduced |
| Royal London Asset Management Ltd | 96,518 | $46.0M | 0.13% | +12,381+14.7% | Added |
| Royal Bank of Canada | 98,646 | $47.1M | 0.01% | +14,560+17.3% | Added |
| Norges Bank | 100,571 | $48.0M | 0.01% | −44,525−30.7% | Reduced |
| Millennium Management LLC | 101,515 | $48.4M | 0.05% | −7,282−6.7% | Reduced |
| Qube Research & Technologies Ltd | 104,091 | $49.7M | 0.11% | +66,411+176.3% | Added |
| HighTower Advisors, LLC | 106,606 | $50.8M | 0.09% | +3,191+3.1% | Added |
| Raymond James & Associates | 110,536 | $52.7M | 0.04% | +1,370+1.3% | Added |
| Barclays PLC | 111,333 | $53.1M | 0.03% | −10,818−8.9% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 116,720 | $55.7M | 0.61% | 00.0% | Unchanged |
| Deutsche Bank AG | 118,686 | $56.6M | 0.03% | −243−0.2% | Reduced |
| Ninety One North America, Inc. | 119,263 | $56.9M | 2.78% | −18,718−13.6% | Reduced |
| Natixis Advisors, L.P. | 121,102 | $57.8M | 0.15% | −2,994−2.4% | Reduced |
| Ameriprise Financial Inc | 133,512 | $63.7M | 0.02% | +22,828+20.6% | Added |
| Everett Harris & Co | 148,472 | $70.8M | 1.01% | +561+0.4% | Added |
| Nuveen Asset Management, LLC | 160,615 | $76.6M | 0.02% | +9,361+6.2% | Added |
| StonePine Asset Management Inc. | 163,521 | $78.0M | 0.84% | +88,173+117.0% | Added |
| Nordea Investment Management AB | 167,340 | $79.8M | 0.10% | −17,763−9.6% | Reduced |
| Goldman Sachs Group Inc | 179,106 | $85.4M | 0.02% | −10,322−5.4% | Reduced |
| Dimensional Fund Advisors LP | 192,486 | $91.8M | 0.03% | −22,879−10.6% | Reduced |
| American Capital Management Inc | 194,427 | $92.8M | 3.17% | −15,012−7.2% | Reduced |
| Thrivent Financial for Lutherans | 196,179 | $93.6M | 0.20% | +6,981+3.7% | Added |
| Price T Rowe Associates Inc | 203,823 | $97.2M | 0.01% | +433+0.2% | Added |
| California Public Employees Retirement System | 206,074 | $98.3M | 0.07% | +3,110+1.5% | Added |
| UBS Asset Management Americas Inc | 212,976 | $101.6M | 0.04% | +5,726+2.8% | Added |
| Tandem Investment Advisors, Inc. | 218,152 | $104.1M | 4.16% | −11,536−5.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 254,556 | $115.8M | 0.20% | +10,727+4.4% | Added |
| Macquarie Group Ltd | 243,096 | $116.0M | 0.13% | +34,308+16.4% | Added |
| Congress Asset Management Co | 268,015 | $127.9M | 1.01% | +541+0.2% | Added |
| Bank of New York Mellon Corp | 269,370 | $128.5M | 0.03% | −4,129−1.5% | Reduced |
| Legal & General Group Plc | 272,252 | $129.9M | 0.04% | −6,285−2.3% | Reduced |
| Boston Trust Walden Corp | 287,730 | $137.3M | 1.04% | +9,016+3.2% | Added |
| Invesco Ltd. | 315,451 | $150.5M | 0.04% | +11,718+3.9% | Added |
| Charles Schwab Investment Management Inc | 355,333 | $169.5M | 0.04% | +8,432+2.4% | Added |
| Fiera Capital Corp | 359,137 | $171.3M | 0.53% | −81,909−18.6% | Reduced |
| Massachusetts Financial Services Co | 368,765 | $175.9M | 0.06% | +20,787+6.0% | Added |
| Northern Trust Corp | 381,535 | $182.0M | 0.03% | −9,020−2.3% | Reduced |
| Champlain Investment Partners, LLC | 420,307 | $200.5M | 1.19% | −12,700−2.9% | Reduced |
| Amundi | 572,043 | $261.2M | 0.12% | +35,789+6.7% | Added |
| JPMorgan Chase & Co | 552,153 | $263.4M | 0.03% | +48,686+9.7% | Added |
| Bank of America Corp | 611,651 | $291.8M | 0.03% | −20,610−3.3% | Reduced |
| Geode Capital Management, LLC | 910,991 | $433.5M | 0.05% | −62,290−6.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,131,060 | $539.6M | 1.35% | +96,791+9.4% | Added |
| Ninety One UK Ltd | 1,185,888 | $565.7M | 1.68% | −1,816−0.2% | Reduced |
| Morgan Stanley | 1,391,727 | $663.9M | 0.06% | −4,498−0.3% | Reduced |
| Wells Fargo & Company | 1,504,850 | $717.9M | 0.20% | −12,468−0.8% | Reduced |
| Loomis Sayles & Co L P | 1,596,072 | $761.4M | 1.17% | −16,066−1.0% | Reduced |
| State Street Corp | 1,842,021 | $878.7M | 0.04% | −59,122−3.1% | Reduced |
| Bamco Inc | 2,777,627 | $1.33B | 3.53% | +26,031+0.9% | Added |
| BlackRock Inc. | 3,473,682 | $1.66B | 0.04% | +301,373+9.5% | Added |
| Vanguard Group Inc | 4,559,576 | $2.18B | 0.05% | +16,801+0.4% | Added |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −306,808−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −10,959−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −8,562−100.0% | Sold out |
| IFM Investors Pty Ltd | 0 | $0 | 0.00% | −7,789−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −5,903−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −5,767−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −5,188−100.0% | Sold out |
| Vaughan Nelson Investment Management, L.P. | 0 | $0 | 0.00% | −4,650−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −2,545−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −2,082−100.0% | Sold out |
| TrimTabs Asset Management, LLC | 0 | $0 | 0.00% | −2,050−100.0% | Sold out |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −1,891−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −1,365−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −1,267−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −1,208−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −1,199−100.0% | Sold out |
| Connolly Sarah T. | 0 | $0 | 0.00% | −1,120−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −961−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −769−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −765−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −660−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −554−100.0% | Sold out |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −546−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −506−100.0% | Sold out |