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 |
|---|---|---|---|---|---|
| Great Lakes Advisors, LLC | 8,500 | $4.06M | 0.04% | +46+0.5% | Added |
| Achmea Investment Management B.V. | 8,444 | $4.03M | 0.08% | +2,115+33.4% | Added |
| Retirement Systems of Alabama | 8,373 | $3.99M | 0.02% | −252−2.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,319 | $3.97M | 0.03% | +649+8.5% | Added |
| Eukles Asset Management | 8,285 | $3.95M | 1.87% | −39−0.5% | Reduced |
| Coastal Bridge Advisors, LLC | 8,030 | $3.83M | 0.98% | +9+0.1% | Added |
| Somerset Trust Co | 7,991 | $3.81M | 1.67% | −284−3.4% | Reduced |
| American Century Companies Inc | 7,880 | $3.76M | 0.00% | −765−8.8% | Reduced |
| First Hawaiian Bank | 7,873 | $3.76M | 0.12% | −299−3.7% | Reduced |
| Tower Research Capital LLC (TRC) | 7,866 | $3.75M | 0.05% | +5,640+253.4% | Added |
| ProShare Advisors LLC | 7,846 | $3.74M | 0.01% | −2,076−20.9% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 7,750 | $3.70M | 0.06% | +100+1.3% | Added |
| Handelsbanken Fonder AB | 7,651 | $3.65M | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 7,593 | $3.62M | 0.05% | +121+1.6% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 7,535 | $3.59M | 0.02% | −7−0.1% | Reduced |
| Banque Cantonale Vaudoise | 7,500 | $3.58M | 0.16% | +5,457+267.1% | Added |
| Linden Thomas Advisory Services, LLC | 7,428 | $3.54M | 0.66% | +88+1.2% | Added |
| Kempen Capital Management N.V. | 7,311 | $3.49M | 0.05% | +3,206+78.1% | Added |
| AdvisorShares Investments LLC | 7,293 | $3.48M | 0.81% | +861+13.4% | Added |
| Azzad Asset Management Inc | 7,230 | $3.45M | 0.44% | +42+0.6% | Added |
| Kinneret Advisory, LLC | 7,170 | $3.42M | 0.38% | −45−0.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 7,106 | $3.39M | 0.04% | −1,183−14.3% | Reduced |
| AQR Capital Management LLC | 7,075 | $3.38M | 0.01% | +945+15.4% | Added |
| Captrust Financial Advisors | 6,975 | $3.33M | 0.01% | +439+6.7% | Added |
| AXA S.A. | 6,857 | $3.27M | 0.01% | −26,093−79.2% | Reduced |
| Jane Street Group, LLC | 6,839 | $3.26M | 0.00% | −3,535−34.1% | Reduced |
| Prospera Financial Services Inc | 6,761 | $3.23M | 0.11% | −921−12.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 6,720 | $3.21M | 0.14% | −146−2.1% | Reduced |
| Czech National Bank | 6,654 | $3.17M | 0.05% | −13−0.2% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 6,634 | $3.16M | 0.12% | +6,634 | New |
| Utah Retirement Systems | 6,627 | $3.16M | 0.04% | +45+0.7% | Added |
| Van Eck Associates Corp | 6,589 | $3.14M | 0.01% | +1,882+40.0% | Added |
| Birch Capital Management, LLC | 6,503 | $3.10M | 1.78% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 6,461 | $3.08M | 0.00% | +69+1.1% | Added |
| Procyon Private Wealth Partners, LLC | 6,460 | $3.08M | 0.26% | +461+7.7% | Added |
| Federation des caisses Desjardins du Quebec | 6,228 | $2.97M | 0.03% | +40+0.6% | Added |
| HBK Investments L P | 6,213 | $2.96M | 0.07% | +5,576+875.4% | Added |
| Penobscot Investment Management Company, Inc. | 6,210 | $2.96M | 0.35% | −90−1.4% | Reduced |
| Stiles Financial Services Inc | 6,154 | $2.94M | 1.33% | −185−2.9% | Reduced |
| Worldquant Millennium Advisors LLC | 6,019 | $2.87M | 0.04% | +1,853+44.5% | Added |
| Kesler, Norman & Wride, LLC | 6,015 | $2.87M | 0.66% | −109−1.8% | Reduced |
| Bright Rock Capital Management, LLC | 6,000 | $2.86M | 0.65% | 00.0% | Unchanged |
| Tredje AP-fonden | 5,953 | $2.84M | 0.04% | −338−5.4% | Reduced |
| Degroof Petercam Asset Management | 5,950 | $2.84M | 0.04% | +5,950 | New |
| Public Sector Pension Investment Board | 5,923 | $2.83M | 0.02% | −2,969−33.4% | Reduced |
| Allianz Asset Management GmbH | 5,816 | $2.77M | 0.01% | +238+4.3% | Added |
| Shell Asset Management Co | 5,793 | $2.76M | 0.13% | −554−8.7% | Reduced |
| Janus Henderson Group PLC | 5,720 | $2.73M | 0.00% | +169+3.0% | Added |
| PGGM Investments | 5,600 | $2.67M | 0.04% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 5,577 | $2.66M | 0.07% | −55−1.0% | Reduced |
| Oppenheimer Asset Management Inc. | 5,460 | $2.60M | 0.04% | −114−2.0% | Reduced |
| New York Life Investment Management LLC | 5,381 | $2.57M | 0.03% | −62−1.1% | Reduced |
| Pathstone Holdings, LLC | 5,362 | $2.56M | 0.01% | +5,362 | New |
| Tsai Capital Corp | 5,324 | $2.54M | 2.33% | −252−4.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,300 | $2.53M | 0.00% | +835+18.7% | Added |
| Vestmark Advisory Solutions, Inc. | 5,277 | $2.52M | 0.13% | −55−1.0% | Reduced |
| CIBC Asset Management Inc | 5,254 | $2.51M | 0.01% | −187−3.4% | Reduced |
| Mackenzie Financial Corp | 5,202 | $2.48M | 0.00% | −22−0.4% | Reduced |
| Mattern Wealth Management LLC | 5,125 | $2.45M | 0.63% | +320+6.7% | Added |
| Yousif Capital Management, LLC | 5,089 | $2.43M | 0.03% | −230−4.3% | Reduced |
| Mutual of America Capital Management LLC | 5,082 | $2.42M | 0.03% | −255−4.8% | Reduced |
| First Personal Financial Services | 4,986 | $2.38M | 0.58% | −31−0.6% | Reduced |
| Kensington Investment Counsel, LLC | 4,966 | $2.37M | 1.24% | +55+1.1% | Added |
| Aurora Investment Managers, LLC. | 4,944 | $2.36M | 1.80% | −21−0.4% | Reduced |
| Coldstream Capital Management Inc | 4,824 | $2.30M | 0.06% | −19−0.4% | Reduced |
| Sepio Capital, LP | 4,789 | $2.28M | 0.19% | −917−16.1% | Reduced |
| ING Groep NV | 4,787 | $2.28M | 0.02% | −20.0% | Reduced |
| Bank of Nova Scotia | 4,710 | $2.25M | 0.00% | +1,160+32.7% | Added |
| FORA Capital, LLC | 4,667 | $2.23M | 0.19% | −1,543−24.8% | Reduced |
| Los Angeles Capital Management LLC | 4,581 | $2.19M | 0.01% | +4,581 | New |
| Ameritas Investment Partners, Inc. | 4,454 | $2.12M | 0.08% | −278−5.9% | Reduced |
| Ossiam | 4,440 | $2.12M | 0.03% | +2,505+129.5% | Added |
| ICW Investment Advisors LLC | 4,402 | $2.10M | 1.02% | +41+0.9% | Added |
| British Columbia Investment Management Corp | 4,392 | $2.10M | 0.02% | +939+27.2% | Added |
| Fiduciary Trust Co | 4,371 | $2.09M | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 4,290 | $2.04M | 0.02% | +4+0.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,262 | $2.03M | 0.02% | +111+2.7% | Added |
| Nissay Asset Management Corp | 4,247 | $2.03M | 0.02% | +149+3.6% | Added |
| Advisors Preferred, LLC | 4,375 | $2.02M | 0.34% | +4,375 | New |
| Public Employees Retirement Association of Colorado | 4,225 | $2.02M | 0.01% | −113−2.6% | Reduced |
| CI Private Wealth, LLC | 4,179 | $1.99M | 0.00% | −125−2.9% | Reduced |
| Logan Capital Management Inc | 4,165 | $1.99M | 0.09% | −330−7.3% | Reduced |
| Oregon Public Employees Retirement Fund | 4,153 | $1.98M | 0.03% | +1,200+40.6% | Added |
| Kingsview Wealth Management, LLC | 4,143 | $1.98M | 0.06% | −93−2.2% | Reduced |
| Creative Planning | 4,140 | $1.98M | 0.00% | +169+4.3% | Added |
| Stevens Capital Management LP | 4,021 | $1.92M | 0.48% | +4,021 | New |
| LWM Advisory Services, LLC | 4,000 | $1.91M | 1.68% | 00.0% | Unchanged |
| Abner Herrman & Brock LLC | 4,000 | $1.91M | 0.27% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 3,862 | $1.84M | 0.03% | +491+14.6% | Added |
| Candriam Luxembourg S.C.A. | 3,817 | $1.82M | 0.01% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 3,798 | $1.81M | 0.87% | −44−1.1% | Reduced |
| PFG Advisors | 3,789 | $1.81M | 0.15% | +428+12.7% | Added |
| AE Wealth Management LLC | 3,820 | $1.80M | 0.01% | +200+5.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 3,732 | $1.78M | 0.01% | +136+3.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 3,690 | $1.76M | 0.02% | +87+2.4% | Added |
| Aquatic Capital Management LLC | 3,640 | $1.74M | 0.04% | +3,640 | New |
| Axxcess Wealth Management, LLC | 3,598 | $1.72M | 0.05% | +700+24.2% | Added |
| Crossmark Global Holdings, Inc. | 3,592 | $1.71M | 0.04% | −44−1.2% | Reduced |
| Resources Investment Advisors, LLC. | 3,573 | $1.70M | 0.03% | −23−0.6% | Reduced |
| Taylor Frigon Capital Management LLC | 3,514 | $1.68M | 0.84% | −116−3.2% | Reduced |