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 |
|---|---|---|---|---|---|
| Dock Street Asset Management Inc | 39,524 | $18.0M | 2.68% | −2,939−6.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 41,698 | $18.8M | 0.04% | −2,961−6.6% | Reduced |
| New York State Teachers Retirement System | 41,437 | $18.8M | 0.04% | −794−1.9% | Reduced |
| Willis Investment Counsel | 41,900 | $19.0M | 1.31% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 46,397 | $19.3M | 0.05% | +1,797+4.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 44,560 | $19.5M | 0.19% | +1,204+2.8% | Added |
| Russell Investments Group, Ltd. | 43,978 | $20.0M | 0.03% | +11,257+34.4% | Added |
| Bank of Montreal | 42,440 | $20.0M | 0.01% | +526+1.3% | Added |
| Stifel Financial Corp | 44,158 | $20.1M | 0.02% | +121+0.3% | Added |
| Saybrook Capital | 45,675 | $20.8M | 5.48% | +825+1.8% | Added |
| Qube Research & Technologies Ltd | 47,639 | $21.6M | 0.04% | −56,452−54.2% | Reduced |
| New York State Common Retirement Fund | 47,856 | $21.7M | 0.03% | −2,779−5.5% | Reduced |
| Principal Financial Group Inc | 49,850 | $22.7M | 0.01% | +928+1.9% | Added |
| Schroder Investment Management Group | 50,225 | $22.8M | 0.03% | +14,601+41.0% | Added |
| BNP Paribas Arbitrage, SA | 51,391 | $23.4M | 0.03% | +34,156+198.2% | Added |
| Alliancebernstein L.P. | 53,193 | $24.2M | 0.01% | +9,403+21.5% | Added |
| California State Teachers Retirement System | 57,672 | $26.2M | 0.03% | +130.0% | Added |
| Rockefeller Capital Management L.P. | 57,998 | $26.4M | 0.08% | −1,779−3.0% | Reduced |
| National Pension Service | 58,820 | $26.7M | 0.03% | −427−0.7% | Reduced |
| Voloridge Investment Management, LLC | 59,104 | $26.9M | 0.10% | +35,413+149.5% | Added |
| Aviva PLC | 59,273 | $26.9M | 0.09% | +9,652+19.5% | Added |
| Credit Suisse AG | 64,555 | $29.2M | 0.03% | −16,714−20.6% | Reduced |
| LPL Financial LLC | 67,064 | $30.5M | 0.02% | +4,173+6.6% | Added |
| Standard Life Aberdeen plc | 73,393 | $33.3M | 0.07% | +4,482+6.5% | Added |
| Dundas Partners LLP | 73,864 | $33.6M | 2.64% | 00.0% | Unchanged |
| Earnest Partners LLC | 74,304 | $33.8M | 0.15% | −15,063−16.9% | Reduced |
| FMR LLC | 75,374 | $34.2M | 0.00% | −17,202−18.6% | Reduced |
| SEI Investments Co | 78,043 | $35.5M | 0.05% | +18,881+31.9% | Added |
| HSBC Holdings PLC | 83,338 | $37.8M | 0.03% | +3,937+5.0% | Added |
| Copeland Capital Management, LLC | 85,110 | $38.7M | 0.70% | +3,846+4.7% | Added |
| Rhumbline Advisers | 86,844 | $39.5M | 0.04% | −3,477−3.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 92,996 | $42.3M | 0.03% | +71+0.1% | Added |
| Envestnet Asset Management Inc | 99,623 | $45.3M | 0.02% | +12,050+13.8% | Added |
| HighTower Advisors, LLC | 103,933 | $47.2M | 0.08% | −2,673−2.5% | Reduced |
| Royal Bank of Canada | 108,712 | $49.4M | 0.01% | +10,066+10.2% | Added |
| Norges Bank | 109,692 | $49.8M | 0.01% | +9,121+9.1% | Added |
| Raymond James & Associates | 113,178 | $51.4M | 0.03% | +2,642+2.4% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 116,720 | $53.0M | 0.52% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 121,658 | $55.3M | 0.13% | +556+0.5% | Added |
| UBS Group AG | 121,779 | $55.3M | 0.02% | +69,254+131.8% | Added |
| Ninety One North America, Inc. | 122,607 | $55.7M | 2.71% | +3,344+2.8% | Added |
| Deutsche Bank AG | 127,303 | $57.8M | 0.03% | +8,617+7.3% | Added |
| Barclays PLC | 129,431 | $58.8M | 0.03% | +18,098+16.3% | Added |
| Ameriprise Financial Inc | 133,841 | $60.8M | 0.02% | +329+0.2% | Added |
| Royal London Asset Management Ltd | 144,546 | $65.7M | 0.16% | +48,028+49.8% | Added |
| Everett Harris & Co | 148,395 | $67.4M | 0.89% | −77−0.1% | Reduced |
| Nuveen Asset Management, LLC | 162,166 | $73.7M | 0.02% | +1,551+1.0% | Added |
| StonePine Asset Management Inc. | 178,021 | $80.9M | 1.29% | +14,500+8.9% | Added |
| Goldman Sachs Group Inc | 182,540 | $82.9M | 0.02% | +3,434+1.9% | Added |
| American Capital Management Inc | 187,613 | $85.2M | 2.73% | −6,814−3.5% | Reduced |
| Dimensional Fund Advisors LP | 193,670 | $88.0M | 0.02% | +1,184+0.6% | Added |
| Nordea Investment Management AB | 194,760 | $88.0M | 0.10% | +27,420+16.4% | Added |
| California Public Employees Retirement System | 202,682 | $92.1M | 0.06% | −3,392−1.6% | Reduced |
| Price T Rowe Associates Inc | 204,333 | $92.8M | 0.01% | +510+0.3% | Added |
| UBS Asset Management Americas Inc | 212,192 | $96.4M | 0.03% | −784−0.4% | Reduced |
| Thrivent Financial for Lutherans | 214,737 | $97.6M | 0.20% | +18,558+9.5% | Added |
| Tandem Investment Advisors, Inc. | 246,543 | $112.0M | 4.34% | +28,391+13.0% | Added |
| Bank of New York Mellon Corp | 256,045 | $116.3M | 0.02% | −13,325−4.9% | Reduced |
| Congress Asset Management Co | 256,595 | $116.6M | 0.83% | −11,420−4.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 264,481 | $120.2M | 0.17% | +9,925+3.9% | Added |
| Macquarie Group Ltd | 270,790 | $123.0M | 0.14% | +27,694+11.4% | Added |
| Boston Trust Walden Corp | 273,429 | $124.2M | 0.89% | −14,301−5.0% | Reduced |
| Legal & General Group Plc | 286,639 | $130.2M | 0.04% | +14,387+5.3% | Added |
| Champlain Investment Partners, LLC | 360,832 | $164.0M | 0.94% | −59,475−14.2% | Reduced |
| Charles Schwab Investment Management Inc | 363,778 | $165.3M | 0.04% | +8,445+2.4% | Added |
| Northern Trust Corp | 365,377 | $166.0M | 0.03% | −16,158−4.2% | Reduced |
| Fiera Capital Corp | 375,913 | $170.8M | 0.50% | +16,776+4.7% | Added |
| Massachusetts Financial Services Co | 444,238 | $201.9M | 0.06% | +75,473+20.5% | Added |
| Invesco Ltd. | 460,030 | $209.0M | 0.04% | +144,579+45.8% | Added |
| Amundi | 562,097 | $242.8M | 0.10% | −9,946−1.7% | Reduced |
| JPMorgan Chase & Co | 571,148 | $259.5M | 0.02% | +18,995+3.4% | Added |
| Bank of America Corp | 620,149 | $281.8M | 0.03% | +8,498+1.4% | Added |
| Geode Capital Management, LLC | 969,561 | $440.1M | 0.04% | +58,570+6.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,163,334 | $528.6M | 1.23% | +32,274+2.9% | Added |
| Ninety One UK Ltd | 1,205,533 | $547.8M | 1.54% | +19,645+1.7% | Added |
| Morgan Stanley | 1,407,168 | $639.4M | 0.05% | +15,441+1.1% | Added |
| Wells Fargo & Company | 1,484,110 | $674.4M | 0.18% | −20,740−1.4% | Reduced |
| Loomis Sayles & Co L P | 1,582,154 | $718.9M | 1.02% | −13,918−0.9% | Reduced |
| State Street Corp | 1,769,257 | $803.9M | 0.04% | −72,764−4.0% | Reduced |
| Bamco Inc | 2,737,284 | $1.24B | 3.31% | −40,343−1.5% | Reduced |
| BlackRock Inc. | 3,489,099 | $1.59B | 0.04% | +15,417+0.4% | Added |
| Vanguard Group Inc | 4,571,550 | $2.08B | 0.04% | +11,974+0.3% | Added |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −24,764−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −17,023−100.0% | Sold out |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −15,466−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −10,552−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −9,760−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −9,483−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −6,213−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −4,667−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −4,375−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −4,021−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −3,820−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −3,640−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −3,488−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −2,845−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −2,749−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −2,623−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −2,224−100.0% | Sold out |