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 |
|---|---|---|---|---|---|
| Kempen Capital Management N.V. | 9,804 | $4.45M | 0.06% | +2,493+34.1% | Added |
| Nomura Asset Management Co Ltd | 9,805 | $4.46M | 0.02% | −95−1.0% | Reduced |
| Susquehanna International Group, LLP | 9,844 | $4.47M | 0.01% | −1,724−14.9% | Reduced |
| Prudential PLC | 10,117 | $4.60M | 0.04% | +8,326+464.9% | Added |
| Xponance, Inc. | 10,402 | $4.73M | 0.05% | +110+1.1% | Added |
| American International Group, Inc. | 10,461 | $4.75M | 0.02% | −52−0.5% | Reduced |
| Arizona State Retirement System | 10,476 | $4.76M | 0.03% | −8−0.1% | Reduced |
| MetLife Investment Management | 10,509 | $4.78M | 0.03% | −302−2.8% | Reduced |
| JLB & Associates Inc | 10,675 | $4.85M | 0.65% | −99−0.9% | Reduced |
| Jensen Investment Management Inc | 10,750 | $4.88M | 0.04% | 00.0% | Unchanged |
| Commerce Bank | 10,982 | $4.99M | 0.03% | −151−1.4% | Reduced |
| Erste Asset Management GmbH | 11,091 | $5.00M | 0.07% | +1,160+11.7% | Added |
| Capital Insight Partners, LLC | 11,069 | $5.03M | 0.94% | +773+7.5% | Added |
| Regions Financial Corp | 11,104 | $5.05M | 0.04% | −37−0.3% | Reduced |
| Kornitzer Capital Management Inc | 11,144 | $5.06M | 0.09% | 00.0% | Unchanged |
| Laurion Capital Management LP | 11,316 | $5.14M | 0.14% | +11,316 | New |
| Intech Investment Management LLC | 11,474 | $5.21M | 0.07% | −3,993−25.8% | Reduced |
| Spire Wealth Management | 11,541 | $5.24M | 0.14% | −209−1.8% | Reduced |
| AdvisorShares Investments LLC | 11,543 | $5.25M | 0.88% | +4,250+58.3% | Added |
| Avanda Investment Management Pte. Ltd. | 12,057 | $5.48M | 0.73% | +12,057 | New |
| Hendershot Investments Inc. | 12,325 | $5.60M | 0.80% | −48−0.4% | Reduced |
| Nisa Investment Advisors, LLC | 12,529 | $5.69M | 0.04% | +44+0.4% | Added |
| Franklin Resources Inc | 12,748 | $5.79M | 0.00% | +359+2.9% | Added |
| Susquehanna Portfolio Strategies, LLC | 12,852 | $5.84M | 0.14% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 13,123 | $5.96M | 0.04% | +13,123 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,263 | $6.03M | 0.02% | −2,757−17.2% | Reduced |
| Rafferty Asset Management, LLC | 13,405 | $6.09M | 0.02% | −65−0.5% | Reduced |
| Thematics Asset Management | 13,406 | $6.09M | 0.25% | −287−2.1% | Reduced |
| TCW Group Inc | 13,809 | $6.27M | 0.06% | −1,484−9.7% | Reduced |
| US Bancorp | 13,950 | $6.34M | 0.01% | −586−4.0% | Reduced |
| Bell Asset Management Ltd | 14,207 | $6.46M | 0.95% | +44+0.3% | Added |
| Sapient Capital LLC | 14,274 | $6.49M | 0.14% | −313−2.1% | Reduced |
| Mariner, LLC | 14,313 | $6.50M | 0.01% | +1,366+10.6% | Added |
| Asset Management One Co.,Ltd. | 14,429 | $6.56M | 0.03% | +200+1.4% | Added |
| Comerica Bank | 15,083 | $6.85M | 0.03% | +697+4.8% | Added |
| State of Tennessee, Treasury Department | 15,176 | $6.90M | 0.03% | −2,657−14.9% | Reduced |
| Mn Services Vermogensbeheer B.V. | 15,400 | $7.00M | 0.05% | −2,200−12.5% | Reduced |
| Advisor Group Holdings, Inc. | 15,525 | $7.06M | 0.02% | −5,823−27.3% | Reduced |
| Illinois Municipal Retirement Fund | 15,896 | $7.22M | 0.11% | +2,920+22.5% | Added |
| Atria Investments LLC | 16,187 | $7.36M | 0.10% | +1,801+12.5% | Added |
| Man Group plc | 16,233 | $7.38M | 0.02% | +6,036+59.2% | Added |
| West Coast Financial LLC | 16,404 | $7.45M | 0.90% | −23−0.1% | Reduced |
| Public Employees Retirement System of Ohio | 16,433 | $7.47M | 0.03% | −905−5.2% | Reduced |
| Gateway Investment Advisers LLC | 16,739 | $7.61M | 0.09% | −38−0.2% | Reduced |
| Whittier Trust Co | 17,147 | $7.79M | 0.11% | +681+4.1% | Added |
| La Financiere de L'Echiquier | 17,234 | $7.83M | 0.34% | −1,805−9.5% | Reduced |
| Great West Life Assurance Co | 17,386 | $7.90M | 0.02% | −208−1.2% | Reduced |
| Korea Investment CORP | 17,536 | $7.97M | 0.02% | +3,727+27.0% | Added |
| Danske Bank A/S | 17,559 | $7.98M | 0.03% | +17,559 | New |
| State of Alaska, Department of Revenue | 18,113 | $8.23M | 0.09% | −1,735−8.7% | Reduced |
| Treasurer of the State of North Carolina | 18,169 | $8.26M | 0.04% | +121+0.7% | Added |
| Mattern Capital Management, LLC | 18,363 | $8.34M | 1.13% | +780+4.4% | Added |
| Cookson Peirce & Co Inc | 18,417 | $8.37M | 0.45% | −98−0.5% | Reduced |
| First Trust Advisors LP | 18,874 | $8.58M | 0.01% | −2,523−11.8% | Reduced |
| Commonwealth Equity Services, LLC | 18,931 | $8.60M | 0.01% | +1,221+6.9% | Added |
| Azora Capital LP | 18,962 | $8.62M | 0.62% | +18,962 | New |
| Core Alternative Capital | 19,334 | $8.79M | 1.57% | −1,754−8.3% | Reduced |
| Forsta Ap-Fonden | 19,500 | $8.86M | 0.08% | +1,600+8.9% | Added |
| Papp L Roy & Associates | 19,585 | $8.90M | 1.06% | −369−1.8% | Reduced |
| Pictet Asset Management Holding SA | 19,629 | $8.92M | 0.01% | −288−1.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 19,900 | $9.04M | 0.02% | −7,000−26.0% | Reduced |
| JGP Wealth Management, LLC | 19,940 | $9.06M | 1.32% | −2,184−9.9% | Reduced |
| State of New Jersey Common Pension Fund D | 20,819 | $9.46M | 0.03% | 00.0% | Unchanged |
| TD Asset Management Inc | 21,366 | $9.71M | 0.01% | −58−0.3% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 21,530 | $9.78M | 0.03% | −66−0.3% | Reduced |
| Balyasny Asset Management LLC | 21,659 | $9.84M | 0.03% | +19,868+1,109.3% | Added |
| Fisher Asset Management, LLC | 21,708 | $9.86M | 0.00% | +1,538+7.6% | Added |
| TownSquare Capital, LLC | 21,758 | $9.89M | 0.14% | +1,196+5.8% | Added |
| National Bank of Canada | 22,859 | $10.0M | 0.02% | −37−0.2% | Reduced |
| Toronto Dominion Bank | 22,083 | $10.0M | 0.02% | +479+2.2% | Added |
| Running Oak Capital LLC | 22,560 | $10.3M | 1.64% | +2,325+11.5% | Added |
| Ensign Peak Advisors, Inc | 22,587 | $10.3M | 0.02% | +1,494+7.1% | Added |
| Moran Wealth Management, LLC | 23,302 | $10.6M | 0.34% | −147−0.6% | Reduced |
| Hantz Financial Services, Inc. | 23,536 | $10.7M | 0.21% | −1,595−6.3% | Reduced |
| Canoe Financial LP | 23,944 | $10.9M | 0.18% | +23,944 | New |
| Prudential Financial Inc | 26,174 | $11.9M | 0.02% | −1,408−5.1% | Reduced |
| Wellington Management Group LLP | 26,210 | $11.9M | 0.00% | −4,860−15.6% | Reduced |
| Kennedy Capital Management, Inc. | 26,856 | $12.2M | 0.25% | +2,622+10.8% | Added |
| Manufacturers Life Insurance Company, The | 26,950 | $12.2M | 0.01% | −1,619−5.7% | Reduced |
| Voya Investment Management LLC | 27,079 | $12.3M | 0.01% | −4,436−14.1% | Reduced |
| State of Wisconsin Investment Board | 27,081 | $12.3M | 0.03% | +2,995+12.4% | Added |
| Two Sigma Advisers, LP | 27,100 | $12.3M | 0.03% | −23,200−46.1% | Reduced |
| Congress Wealth Management LLC | 27,608 | $12.5M | 0.22% | +434+1.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 29,112 | $12.6M | 0.03% | +2,037+7.5% | Added |
| Janney Montgomery Scott LLC | 27,961 | $12.7M | 0.04% | +2,260+8.8% | Added |
| Marks Group Wealth Management, Inc | 28,047 | $12.7M | 1.33% | +557+2.0% | Added |
| Hancock Whitney Corp | 28,646 | $13.0M | 0.45% | +828+3.0% | Added |
| Truist Financial Corp | 28,890 | $13.1M | 0.02% | −2,314−7.4% | Reduced |
| Baird Financial Group, Inc. | 30,277 | $13.8M | 0.03% | +385+1.3% | Added |
| The PNC Financial Services Group, Inc. | 31,219 | $14.2M | 0.01% | +73+0.2% | Added |
| Bath Savings Trust Co | 31,296 | $14.2M | 1.51% | +123+0.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 31,514 | $14.3M | 0.02% | −2,008−6.0% | Reduced |
| Wendell David Associates Inc | 31,662 | $14.4M | 1.45% | −35−0.1% | Reduced |
| Spence Asset Management | 32,048 | $14.6M | 3.69% | +576+1.8% | Added |
| KBC Group NV | 32,859 | $14.9M | 0.05% | +13,118+66.5% | Added |
| Heron Bay Capital Management | 33,725 | $15.3M | 3.25% | +164+0.5% | Added |
| State of Michigan Retirement System | 33,835 | $15.4M | 0.08% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 36,827 | $16.7M | 0.04% | −11,246−23.4% | Reduced |
| Citigroup Inc | 38,199 | $17.4M | 0.02% | +13,796+56.5% | Added |
| Victory Capital Management Inc | 39,037 | $17.7M | 0.02% | −7,744−16.6% | Reduced |