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 |
|---|---|---|---|---|---|
| Two Sigma Advisers, LP | 27,100 | $12.3M | 0.03% | −23,200−46.1% | Reduced |
| State of Wisconsin Investment Board | 27,081 | $12.3M | 0.03% | +2,995+12.4% | Added |
| Voya Investment Management LLC | 27,079 | $12.3M | 0.01% | −4,436−14.1% | Reduced |
| Manufacturers Life Insurance Company, The | 26,950 | $12.2M | 0.01% | −1,619−5.7% | Reduced |
| Kennedy Capital Management, Inc. | 26,856 | $12.2M | 0.25% | +2,622+10.8% | Added |
| Wellington Management Group LLP | 26,210 | $11.9M | 0.00% | −4,860−15.6% | Reduced |
| Prudential Financial Inc | 26,174 | $11.9M | 0.02% | −1,408−5.1% | Reduced |
| Canoe Financial LP | 23,944 | $10.9M | 0.18% | +23,944 | New |
| Hantz Financial Services, Inc. | 23,536 | $10.7M | 0.21% | −1,595−6.3% | Reduced |
| Moran Wealth Management, LLC | 23,302 | $10.6M | 0.34% | −147−0.6% | Reduced |
| Ensign Peak Advisors, Inc | 22,587 | $10.3M | 0.02% | +1,494+7.1% | Added |
| Running Oak Capital LLC | 22,560 | $10.3M | 1.64% | +2,325+11.5% | Added |
| Toronto Dominion Bank | 22,083 | $10.0M | 0.02% | +479+2.2% | Added |
| National Bank of Canada | 22,859 | $10.0M | 0.02% | −37−0.2% | Reduced |
| TownSquare Capital, LLC | 21,758 | $9.89M | 0.14% | +1,196+5.8% | Added |
| Fisher Asset Management, LLC | 21,708 | $9.86M | 0.00% | +1,538+7.6% | Added |
| Balyasny Asset Management LLC | 21,659 | $9.84M | 0.03% | +19,868+1,109.3% | Added |
| Chevy Chase Trust Holdings, Inc. | 21,530 | $9.78M | 0.03% | −66−0.3% | Reduced |
| TD Asset Management Inc | 21,366 | $9.71M | 0.01% | −58−0.3% | Reduced |
| State of New Jersey Common Pension Fund D | 20,819 | $9.46M | 0.03% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 19,940 | $9.06M | 1.32% | −2,184−9.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 19,900 | $9.04M | 0.02% | −7,000−26.0% | Reduced |
| Pictet Asset Management Holding SA | 19,629 | $8.92M | 0.01% | −288−1.4% | Reduced |
| Papp L Roy & Associates | 19,585 | $8.90M | 1.06% | −369−1.8% | Reduced |
| Forsta Ap-Fonden | 19,500 | $8.86M | 0.08% | +1,600+8.9% | Added |
| Core Alternative Capital | 19,334 | $8.79M | 1.57% | −1,754−8.3% | Reduced |
| Azora Capital LP | 18,962 | $8.62M | 0.62% | +18,962 | New |
| Commonwealth Equity Services, LLC | 18,931 | $8.60M | 0.01% | +1,221+6.9% | Added |
| First Trust Advisors LP | 18,874 | $8.58M | 0.01% | −2,523−11.8% | Reduced |
| Cookson Peirce & Co Inc | 18,417 | $8.37M | 0.45% | −98−0.5% | Reduced |
| Mattern Capital Management, LLC | 18,363 | $8.34M | 1.13% | +780+4.4% | Added |
| Treasurer of the State of North Carolina | 18,169 | $8.26M | 0.04% | +121+0.7% | Added |
| State of Alaska, Department of Revenue | 18,113 | $8.23M | 0.09% | −1,735−8.7% | Reduced |
| Danske Bank A/S | 17,559 | $7.98M | 0.03% | +17,559 | New |
| Korea Investment CORP | 17,536 | $7.97M | 0.02% | +3,727+27.0% | Added |
| Great West Life Assurance Co | 17,386 | $7.90M | 0.02% | −208−1.2% | Reduced |
| La Financiere de L'Echiquier | 17,234 | $7.83M | 0.34% | −1,805−9.5% | Reduced |
| Whittier Trust Co | 17,147 | $7.79M | 0.11% | +681+4.1% | Added |
| Gateway Investment Advisers LLC | 16,739 | $7.61M | 0.09% | −38−0.2% | Reduced |
| Public Employees Retirement System of Ohio | 16,433 | $7.47M | 0.03% | −905−5.2% | Reduced |
| West Coast Financial LLC | 16,404 | $7.45M | 0.90% | −23−0.1% | Reduced |
| Man Group plc | 16,233 | $7.38M | 0.02% | +6,036+59.2% | Added |
| Atria Investments LLC | 16,187 | $7.36M | 0.10% | +1,801+12.5% | Added |
| Illinois Municipal Retirement Fund | 15,896 | $7.22M | 0.11% | +2,920+22.5% | Added |
| Advisor Group Holdings, Inc. | 15,525 | $7.06M | 0.02% | −5,823−27.3% | Reduced |
| Mn Services Vermogensbeheer B.V. | 15,400 | $7.00M | 0.05% | −2,200−12.5% | Reduced |
| State of Tennessee, Treasury Department | 15,176 | $6.90M | 0.03% | −2,657−14.9% | Reduced |
| Comerica Bank | 15,083 | $6.85M | 0.03% | +697+4.8% | Added |
| Asset Management One Co.,Ltd. | 14,429 | $6.56M | 0.03% | +200+1.4% | Added |
| Mariner, LLC | 14,313 | $6.50M | 0.01% | +1,366+10.6% | Added |
| Sapient Capital LLC | 14,274 | $6.49M | 0.14% | −313−2.1% | Reduced |
| Bell Asset Management Ltd | 14,207 | $6.46M | 0.95% | +44+0.3% | Added |
| US Bancorp | 13,950 | $6.34M | 0.01% | −586−4.0% | Reduced |
| TCW Group Inc | 13,809 | $6.27M | 0.06% | −1,484−9.7% | Reduced |
| Thematics Asset Management | 13,406 | $6.09M | 0.25% | −287−2.1% | Reduced |
| Rafferty Asset Management, LLC | 13,405 | $6.09M | 0.02% | −65−0.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,263 | $6.03M | 0.02% | −2,757−17.2% | Reduced |
| Resona Asset Management Co.,Ltd. | 13,123 | $5.96M | 0.04% | +13,123 | New |
| Susquehanna Portfolio Strategies, LLC | 12,852 | $5.84M | 0.14% | 00.0% | Unchanged |
| Franklin Resources Inc | 12,748 | $5.79M | 0.00% | +359+2.9% | Added |
| Nisa Investment Advisors, LLC | 12,529 | $5.69M | 0.04% | +44+0.4% | Added |
| Hendershot Investments Inc. | 12,325 | $5.60M | 0.80% | −48−0.4% | Reduced |
| Avanda Investment Management Pte. Ltd. | 12,057 | $5.48M | 0.73% | +12,057 | New |
| AdvisorShares Investments LLC | 11,543 | $5.25M | 0.88% | +4,250+58.3% | Added |
| Spire Wealth Management | 11,541 | $5.24M | 0.14% | −209−1.8% | Reduced |
| Intech Investment Management LLC | 11,474 | $5.21M | 0.07% | −3,993−25.8% | Reduced |
| Laurion Capital Management LP | 11,316 | $5.14M | 0.14% | +11,316 | New |
| Kornitzer Capital Management Inc | 11,144 | $5.06M | 0.09% | 00.0% | Unchanged |
| Regions Financial Corp | 11,104 | $5.05M | 0.04% | −37−0.3% | Reduced |
| Capital Insight Partners, LLC | 11,069 | $5.03M | 0.94% | +773+7.5% | Added |
| Erste Asset Management GmbH | 11,091 | $5.00M | 0.07% | +1,160+11.7% | Added |
| Commerce Bank | 10,982 | $4.99M | 0.03% | −151−1.4% | Reduced |
| Jensen Investment Management Inc | 10,750 | $4.88M | 0.04% | 00.0% | Unchanged |
| JLB & Associates Inc | 10,675 | $4.85M | 0.65% | −99−0.9% | Reduced |
| MetLife Investment Management | 10,509 | $4.78M | 0.03% | −302−2.8% | Reduced |
| Arizona State Retirement System | 10,476 | $4.76M | 0.03% | −8−0.1% | Reduced |
| American International Group, Inc. | 10,461 | $4.75M | 0.02% | −52−0.5% | Reduced |
| Xponance, Inc. | 10,402 | $4.73M | 0.05% | +110+1.1% | Added |
| Prudential PLC | 10,117 | $4.60M | 0.04% | +8,326+464.9% | Added |
| Susquehanna International Group, LLP | 9,844 | $4.47M | 0.01% | −1,724−14.9% | Reduced |
| Nomura Asset Management Co Ltd | 9,805 | $4.46M | 0.02% | −95−1.0% | Reduced |
| Kempen Capital Management N.V. | 9,804 | $4.45M | 0.06% | +2,493+34.1% | Added |
| Mediolanum International Funds Ltd | 9,934 | $4.44M | 0.07% | +9,934 | New |
| XXEC, Inc. | 9,732 | $4.42M | 3.33% | 00.0% | Unchanged |
| CIBC World Markets Corp | 9,728 | $4.42M | 0.03% | +906+10.3% | Added |
| M&T Bank Corp | 9,720 | $4.42M | 0.02% | +45+0.5% | Added |
| DekaBank Deutsche Girozentrale | 9,704 | $4.32M | 0.01% | −714−6.9% | Reduced |
| Stephens Inc | 9,409 | $4.28M | 0.07% | +67+0.7% | Added |
| American Century Companies Inc | 9,390 | $4.27M | 0.00% | +1,510+19.2% | Added |
| Daiwa Securities Group Inc. | 9,142 | $4.15M | 0.02% | −903−9.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 9,064 | $4.12M | 0.12% | +452+5.2% | Added |
| Institutional & Family Asset Management, LLC | 8,828 | $4.01M | 0.64% | −274−3.0% | Reduced |
| AQR Capital Management LLC | 8,883 | $3.99M | 0.01% | +1,808+25.6% | Added |
| Texas Permanent School Fund | 8,773 | $3.99M | 0.03% | +51+0.6% | Added |
| Citadel Advisors LLC | 8,725 | $3.96M | 0.00% | +8,558+5,124.6% | Added |
| Brown Advisory Inc | 8,497 | $3.86M | 0.01% | −366−4.1% | Reduced |
| Great Lakes Advisors, LLC | 8,481 | $3.85M | 0.03% | −19−0.2% | Reduced |
| Banco Santander, S.A. | 8,450 | $3.84M | 0.05% | −1,390−14.1% | Reduced |
| Achmea Investment Management B.V. | 8,444 | $3.84M | 0.07% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 8,407 | $3.82M | 0.01% | +34+0.4% | Added |