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 |
|---|---|---|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | 27,075 | $12.9M | 0.03% | −1,087−3.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 26,900 | $12.8M | 0.03% | +9,000+50.3% | Added |
| Two Sigma Investments, LP | 26,728 | $12.8M | 0.03% | +12,732+91.0% | Added |
| Janney Montgomery Scott LLC | 25,701 | $12.3M | 0.04% | +154+0.6% | Added |
| Hantz Financial Services, Inc. | 25,131 | $12.0M | 0.26% | −1,176−4.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 24,764 | $11.8M | 0.10% | +8,759+54.7% | Added |
| Citigroup Inc | 24,403 | $11.6M | 0.02% | −2,028−7.7% | Reduced |
| Kennedy Capital Management, Inc. | 24,234 | $11.6M | 0.25% | +5,526+29.5% | Added |
| State of Wisconsin Investment Board | 24,086 | $11.5M | 0.03% | −210−0.9% | Reduced |
| Voloridge Investment Management, LLC | 23,691 | $11.3M | 0.04% | −13,467−36.2% | Reduced |
| Moran Wealth Management, LLC | 23,449 | $11.2M | 0.40% | +226+1.0% | Added |
| National Bank of Canada | 22,896 | $10.6M | 0.02% | −1,108−4.6% | Reduced |
| JGP Wealth Management, LLC | 22,124 | $10.6M | 1.57% | +67+0.3% | Added |
| Toronto Dominion Bank | 21,604 | $10.3M | 0.01% | +2,533+13.3% | Added |
| Chevy Chase Trust Holdings, Inc. | 21,596 | $10.3M | 0.04% | −221−1.0% | Reduced |
| TD Asset Management Inc | 21,424 | $10.2M | 0.01% | +150+0.7% | Added |
| First Trust Advisors LP | 21,397 | $10.2M | 0.01% | +14,834+226.0% | Added |
| Advisor Group Holdings, Inc. | 21,348 | $10.2M | 0.02% | −2,996−12.3% | Reduced |
| Ensign Peak Advisors, Inc | 21,093 | $10.1M | 0.02% | +7,408+54.1% | Added |
| Core Alternative Capital | 21,088 | $10.1M | 1.72% | −4,589−17.9% | Reduced |
| State of New Jersey Common Pension Fund D | 20,819 | $9.93M | 0.03% | 00.0% | Unchanged |
| APG Asset Management N.V. | 22,834 | $9.86M | 0.02% | +5,500+31.7% | Added |
| TownSquare Capital, LLC | 20,562 | $9.81M | 0.17% | −1,472−6.7% | Reduced |
| Running Oak Capital LLC | 20,235 | $9.65M | 1.90% | +2,494+14.1% | Added |
| Fisher Asset Management, LLC | 20,170 | $9.62M | 0.01% | −264−1.3% | Reduced |
| Papp L Roy & Associates | 19,954 | $9.52M | 1.18% | −367−1.8% | Reduced |
| Pictet Asset Management Holding SA | 19,917 | $9.50M | 0.01% | −1,764−8.1% | Reduced |
| State of Alaska, Department of Revenue | 19,848 | $9.47M | 0.11% | −2,155−9.8% | Reduced |
| KBC Group NV | 19,741 | $9.42M | 0.03% | −81,099−80.4% | Reduced |
| La Financiere de L'Echiquier | 19,039 | $9.08M | 0.42% | −7,060−27.1% | Reduced |
| Cookson Peirce & Co Inc | 18,515 | $8.83M | 0.53% | +18,515 | New |
| Treasurer of the State of North Carolina | 18,048 | $8.61M | 0.04% | −439−2.4% | Reduced |
| Forsta Ap-Fonden | 17,900 | $8.54M | 0.09% | +9,300+108.1% | Added |
| State of Tennessee, Treasury Department | 17,833 | $8.51M | 0.03% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 17,710 | $8.45M | 0.02% | +1,495+9.2% | Added |
| Mn Services Vermogensbeheer B.V. | 17,600 | $8.40M | 0.08% | −600−3.3% | Reduced |
| Mattern Capital Management, LLC | 17,583 | $8.39M | 1.22% | +431+2.5% | Added |
| Great West Life Assurance Co | 17,594 | $8.35M | 0.02% | −3,876−18.1% | Reduced |
| Public Employees Retirement System of Ohio | 17,338 | $8.27M | 0.03% | +133+0.8% | Added |
| BNP Paribas Arbitrage, SA | 17,235 | $8.22M | 0.01% | −84−0.5% | Reduced |
| Prana Capital Management, LP | 17,023 | $8.12M | 0.48% | +17,023 | New |
| Gateway Investment Advisers LLC | 16,777 | $8.00M | 0.09% | +309+1.9% | Added |
| Robeco Institutional Asset Management B.V. | 16,545 | $7.89M | 0.02% | −8,290−33.4% | Reduced |
| Whittier Trust Co | 16,466 | $7.85M | 0.13% | +397+2.5% | Added |
| West Coast Financial LLC | 16,427 | $7.84M | 1.03% | +1,858+12.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,020 | $7.64M | 0.03% | +731+4.8% | Added |
| Intech Investment Management LLC | 15,467 | $7.38M | 0.11% | +4,713+43.8% | Added |
| AustralianSuper Pty Ltd | 15,466 | $7.38M | 0.04% | +15,466 | New |
| TCW Group Inc | 15,293 | $7.30M | 0.08% | +541+3.7% | Added |
| Sapient Capital LLC | 14,587 | $6.96M | 0.18% | +14,587 | New |
| US Bancorp | 14,536 | $6.93M | 0.01% | −481−3.2% | Reduced |
| Comerica Bank | 14,386 | $6.86M | 0.03% | +362+2.6% | Added |
| Atria Investments LLC | 14,386 | $6.86M | 0.11% | −224−1.5% | Reduced |
| Amalgamated Bank | 14,274 | $6.81M | 0.05% | −496−3.4% | Reduced |
| Asset Management One Co.,Ltd. | 14,229 | $6.78M | 0.03% | −479−3.3% | Reduced |
| Bell Asset Management Ltd | 14,163 | $6.76M | 1.03% | +14,163 | New |
| Korea Investment CORP | 13,809 | $6.59M | 0.02% | +1,315+10.5% | Added |
| Thematics Asset Management | 13,693 | $6.53M | 0.29% | −1,214−8.1% | Reduced |
| Rafferty Asset Management, LLC | 13,470 | $6.43M | 0.03% | +648+5.1% | Added |
| Canada Pension Plan Investment Board | 13,065 | $6.23M | 0.01% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 12,976 | $6.19M | 0.10% | −4,533−25.9% | Reduced |
| Mariner, LLC | 12,947 | $6.18M | 0.01% | +963+8.0% | Added |
| Susquehanna Portfolio Strategies, LLC | 12,852 | $6.13M | 0.11% | +12,852 | New |
| Nisa Investment Advisors, LLC | 12,485 | $5.96M | 0.04% | +20+0.2% | Added |
| Franklin Resources Inc | 12,389 | $5.91M | 0.00% | −1,599−11.4% | Reduced |
| Hendershot Investments Inc. | 12,373 | $5.90M | 0.91% | −24−0.2% | Reduced |
| Susquehanna International Group, LLP | 11,568 | $5.52M | 0.01% | −13,144−53.2% | Reduced |
| Spire Wealth Management | 11,750 | $5.45M | 0.19% | +1,805+18.1% | Added |
| Kornitzer Capital Management Inc | 11,144 | $5.32M | 0.10% | −6,000−35.0% | Reduced |
| Regions Financial Corp | 11,141 | $5.31M | 0.04% | −407−3.5% | Reduced |
| Commerce Bank | 11,133 | $5.31M | 0.04% | −340−3.0% | Reduced |
| MetLife Investment Management | 10,811 | $5.16M | 0.04% | −227−2.1% | Reduced |
| JLB & Associates Inc | 10,774 | $5.14M | 0.74% | 00.0% | Unchanged |
| Jensen Investment Management Inc | 10,750 | $5.13M | 0.04% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 10,552 | $5.03M | 0.02% | +10,453+10,558.6% | Added |
| American International Group, Inc. | 10,513 | $5.02M | 0.02% | −91−0.9% | Reduced |
| Ghisallo Capital Management LLC | 10,500 | $5.01M | 0.52% | +10,500 | New |
| Arizona State Retirement System | 10,484 | $5.00M | 0.04% | +76+0.7% | Added |
| DekaBank Deutsche Girozentrale | 10,418 | $4.95M | 0.01% | +37+0.4% | Added |
| Capital Insight Partners, LLC | 10,296 | $4.91M | 1.00% | +252+2.5% | Added |
| Xponance, Inc. | 10,292 | $4.91M | 0.06% | +1,135+12.4% | Added |
| Man Group plc | 10,197 | $4.86M | 0.01% | – | – |
| Daiwa Securities Group Inc. | 10,045 | $4.79M | 0.03% | −483−4.6% | Reduced |
| Erste Asset Management GmbH | 9,931 | $4.73M | 0.07% | +1,961+24.6% | Added |
| Nomura Asset Management Co Ltd | 9,900 | $4.72M | 0.02% | +520+5.5% | Added |
| Banco Santander, S.A. | 9,840 | $4.69M | 0.06% | −1,010−9.3% | Reduced |
| Entropy Technologies, LP | 9,760 | $4.66M | 0.86% | +9,760 | New |
| XXEC, Inc. | 9,732 | $4.64M | 3.65% | −273−2.7% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 9,713 | $4.63M | 0.06% | −1,000−9.3% | Reduced |
| M&T Bank Corp | 9,675 | $4.62M | 0.02% | −391−3.9% | Reduced |
| Caisse de Depot Et Placement du Quebec | 9,483 | $4.52M | 0.01% | +8,729+1,157.7% | Added |
| Stephens Inc | 9,342 | $4.46M | 0.08% | −881−8.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 9,125 | $4.35M | 0.02% | −36,269−79.9% | Reduced |
| Storebrand Asset Management AS | 9,122 | $4.35M | 0.02% | +145+1.6% | Added |
| Institutional & Family Asset Management, LLC | 9,102 | $4.34M | 0.72% | −558−5.8% | Reduced |
| Brown Advisory Inc | 8,863 | $4.23M | 0.01% | 00.0% | Unchanged |
| CIBC World Markets Corp | 8,822 | $4.21M | 0.02% | +2,696+44.0% | Added |
| Texas Permanent School Fund | 8,722 | $4.16M | 0.04% | −14−0.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 8,612 | $4.11M | 0.13% | +426+5.2% | Added |
| Teacher Retirement System of Texas | 8,575 | $4.09M | 0.03% | −4,795−35.9% | Reduced |