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, Q1 2024
Institutional positions in Factset Research Systems Inc as of Mar 31, 2024. 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
- 782
- +11 vs. Q4 2023
- Shares held
- 35.0M
- +374.8K (+1.1%) vs. Q4 2023
- Total value
- $15.9B
- −$611.1M (−3.7%) vs. Q4 2023
- New holders
- 70
- 289 more added
- Sold out
- 59
- 254 more reduced
4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Factset Research Systems Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GWM Advisors LLC | 4,358 | $1.98M | 0.02% | +68+1.6% | Added |
| CI Private Wealth, LLC | 4,395 | $2.00M | 0.00% | +216+5.2% | Added |
| ICW Investment Advisors LLC | 4,445 | $2.02M | 0.90% | +43+1.0% | Added |
| Ameritas Investment Partners, Inc. | 4,464 | $2.03M | 0.07% | +10+0.2% | Added |
| Creative Planning | 4,465 | $2.03M | 0.00% | +325+7.9% | Added |
| British Columbia Investment Management Corp | 4,548 | $2.07M | 0.01% | +156+3.6% | Added |
| Nissay Asset Management Corp | 4,564 | $2.07M | 0.01% | +317+7.5% | Added |
| Sepio Capital, LP | 4,611 | $2.10M | 0.18% | −178−3.7% | Reduced |
| Captrust Financial Advisors | 4,635 | $2.11M | 0.01% | −2,340−33.5% | Reduced |
| Oppenheimer Asset Management Inc. | 4,771 | $2.17M | 0.03% | −689−12.6% | Reduced |
| Bank of Nova Scotia | 4,784 | $2.17M | 0.00% | +74+1.6% | Added |
| ING Groep NV | 4,802 | $2.18M | 0.01% | +15+0.3% | Added |
| Crestline Management, LP | 4,865 | $2.21M | 0.21% | +4,865 | New |
| Mattern Wealth Management LLC | 4,940 | $2.24M | 0.55% | −185−3.6% | Reduced |
| First Personal Financial Services | 4,986 | $2.27M | 0.53% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 4,993 | $2.27M | 0.02% | −89−1.8% | Reduced |
| NewEdge Wealth, LLC | 5,543 | $2.35M | 0.05% | −34−0.6% | Reduced |
| Allianz Asset Management GmbH | 5,191 | $2.36M | 0.00% | −625−10.7% | Reduced |
| New York Life Investment Management LLC | 5,197 | $2.36M | 0.02% | −184−3.4% | Reduced |
| Tsai Capital Corp | 5,246 | $2.38M | 2.46% | −78−1.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 5,249 | $2.39M | 0.10% | −28−0.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 5,290 | $2.40M | 0.25% | −920−14.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 5,320 | $2.42M | 0.05% | −2,430−31.4% | Reduced |
| D. E. Shaw & Co., Inc. | 5,358 | $2.43M | 0.00% | +4,458+495.3% | Added |
| Coldstream Capital Management Inc | 5,374 | $2.44M | 0.06% | +550+11.4% | Added |
| Cetera Investment Advisers | 5,400 | $2.45M | 0.01% | +3,683+214.5% | Added |
| CIBC Asset Management Inc | 5,422 | $2.46M | 0.01% | +168+3.2% | Added |
| Canada Pension Plan Investment Board | 5,457 | $2.48M | 0.00% | −7,608−58.2% | Reduced |
| Storebrand Asset Management AS | 5,475 | $2.49M | 0.01% | −3,647−40.0% | Reduced |
| Mackenzie Financial Corp | 5,497 | $2.50M | 0.00% | +295+5.7% | Added |
| Robeco Institutional Asset Management B.V. | 5,507 | $2.50M | 0.01% | −11,038−66.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 5,522 | $2.51M | 0.11% | −1,198−17.8% | Reduced |
| PGGM Investments | 5,600 | $2.54M | 0.04% | 00.0% | Unchanged |
| Shell Asset Management Co | 6,322 | $2.58M | 0.12% | +529+9.1% | Added |
| Janus Henderson Group PLC | 5,723 | $2.60M | 0.00% | +3+0.1% | Added |
| Kesler, Norman & Wride, LLC | 5,800 | $2.64M | 0.56% | −215−3.6% | Reduced |
| DnB Asset Management AS | 5,859 | $2.66M | 0.01% | +5,859 | New |
| SG Americas Securities, LLC | 5,923 | $2.69M | 0.01% | +4,562+335.2% | Added |
| Public Sector Pension Investment Board | 5,979 | $2.72M | 0.02% | +56+0.9% | Added |
| Bright Rock Capital Management, LLC | 6,000 | $2.73M | 0.56% | 00.0% | Unchanged |
| Tredje AP-fonden | 6,082 | $2.76M | 0.03% | +129+2.2% | Added |
| Yousif Capital Management, LLC | 6,183 | $2.81M | 0.03% | +1,094+21.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,222 | $2.81M | 0.03% | +1,960+46.0% | Added |
| Azzad Asset Management Inc | 6,189 | $2.81M | 0.33% | −1,041−14.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 6,205 | $2.82M | 0.00% | +905+17.1% | Added |
| Stiles Financial Services Inc | 6,224 | $2.83M | 1.13% | +70+1.1% | Added |
| Kensington Investment Counsel, LLC | 6,229 | $2.83M | 1.29% | +1,263+25.4% | Added |
| Procyon Private Wealth Partners, LLC | 6,487 | $2.95M | 0.23% | +27+0.4% | Added |
| Sanibel Captiva Trust Company, Inc. | 6,537 | $2.97M | 0.10% | −97−1.5% | Reduced |
| Degroof Petercam Asset Management | 6,590 | $2.99M | 0.04% | +640+10.8% | Added |
| Worldquant Millennium Advisors LLC | 6,626 | $3.01M | 0.04% | +607+10.1% | Added |
| Utah Retirement Systems | 6,627 | $3.01M | 0.04% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 6,392 | $3.05M | 0.02% | +164+2.6% | Added |
| Prospera Financial Services Inc | 6,701 | $3.05M | 0.09% | −60−0.9% | Reduced |
| Czech National Bank | 6,706 | $3.05M | 0.04% | +52+0.8% | Added |
| Birch Capital Management, LLC | 6,802 | $3.09M | 1.61% | +299+4.6% | Added |
| Andra AP-fonden | 6,900 | $3.14M | 0.06% | +6,900 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 6,913 | $3.14M | 0.03% | −2,800−28.8% | Reduced |
| Van Eck Associates Corp | 6,973 | $3.17M | 0.00% | +384+5.8% | Added |
| Kinneret Advisory, LLC | 7,148 | $3.25M | 0.32% | −22−0.3% | Reduced |
| ProShare Advisors LLC | 7,369 | $3.35M | 0.01% | −477−6.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 7,401 | $3.36M | 0.02% | −134−1.8% | Reduced |
| Linden Thomas Advisory Services, LLC | 7,436 | $3.38M | 0.54% | +8+0.1% | Added |
| AXA S.A. | 7,458 | $3.39M | 0.01% | +601+8.8% | Added |
| Neuberger Berman Group LLC | 7,467 | $3.39M | 0.00% | +1,006+15.6% | Added |
| Jane Street Group, LLC | 7,487 | $3.40M | 0.00% | +648+9.5% | Added |
| O'Shaughnessy Asset Management, LLC | 7,524 | $3.42M | 0.04% | +418+5.9% | Added |
| IFM Investors Pty Ltd | 7,591 | $3.45M | 0.04% | +7,591 | New |
| Handelsbanken Fonder AB | 7,651 | $3.48M | 0.01% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 7,662 | $3.48M | 0.01% | +4,552+146.4% | Added |
| Evoke Wealth, LLC | 7,695 | $3.50M | 0.10% | +7,204+1,467.2% | Added |
| Pathstone Holdings, LLC | 7,724 | $3.51M | 0.02% | +2,362+44.1% | Added |
| First Hawaiian Bank | 7,816 | $3.55M | 0.11% | −57−0.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 7,819 | $3.55M | 0.04% | +226+3.0% | Added |
| Coastal Bridge Advisors, LLC | 8,030 | $3.65M | 0.84% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 8,100 | $3.68M | 0.01% | −18,628−69.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 8,102 | $3.68M | 0.17% | +8,102 | New |
| Somerset Trust Co | 8,155 | $3.71M | 1.51% | +164+2.1% | Added |
| Amalgamated Bank | 8,262 | $3.75M | 0.03% | −6,012−42.1% | Reduced |
| Eukles Asset Management | 8,359 | $3.80M | 1.65% | +74+0.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,361 | $3.80M | 0.03% | +42+0.5% | Added |
| Jacobs Levy Equity Management, Inc | 8,383 | $3.81M | 0.02% | −742−8.1% | Reduced |
| Retirement Systems of Alabama | 8,407 | $3.82M | 0.01% | +34+0.4% | Added |
| Achmea Investment Management B.V. | 8,444 | $3.84M | 0.07% | 00.0% | Unchanged |
| Banco Santander, S.A. | 8,450 | $3.84M | 0.05% | −1,390−14.1% | Reduced |
| Great Lakes Advisors, LLC | 8,481 | $3.85M | 0.03% | −19−0.2% | Reduced |
| Brown Advisory Inc | 8,497 | $3.86M | 0.01% | −366−4.1% | Reduced |
| Citadel Advisors LLC | 8,725 | $3.96M | 0.00% | +8,558+5,124.6% | Added |
| Texas Permanent School Fund | 8,773 | $3.99M | 0.03% | +51+0.6% | Added |
| AQR Capital Management LLC | 8,883 | $3.99M | 0.01% | +1,808+25.6% | Added |
| Institutional & Family Asset Management, LLC | 8,828 | $4.01M | 0.64% | −274−3.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 9,064 | $4.12M | 0.12% | +452+5.2% | Added |
| Daiwa Securities Group Inc. | 9,142 | $4.15M | 0.02% | −903−9.0% | Reduced |
| American Century Companies Inc | 9,390 | $4.27M | 0.00% | +1,510+19.2% | Added |
| Stephens Inc | 9,409 | $4.28M | 0.07% | +67+0.7% | Added |
| DekaBank Deutsche Girozentrale | 9,704 | $4.32M | 0.01% | −714−6.9% | Reduced |
| M&T Bank Corp | 9,720 | $4.42M | 0.02% | +45+0.5% | Added |
| CIBC World Markets Corp | 9,728 | $4.42M | 0.03% | +906+10.3% | Added |
| XXEC, Inc. | 9,732 | $4.42M | 3.33% | 00.0% | Unchanged |
| Mediolanum International Funds Ltd | 9,934 | $4.44M | 0.07% | +9,934 | New |