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 |
|---|---|---|---|---|---|
| Jacobs Levy Equity Management, Inc | 8,383 | $3.81M | 0.02% | −742−8.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,361 | $3.80M | 0.03% | +42+0.5% | Added |
| Eukles Asset Management | 8,359 | $3.80M | 1.65% | +74+0.9% | Added |
| Amalgamated Bank | 8,262 | $3.75M | 0.03% | −6,012−42.1% | Reduced |
| Somerset Trust Co | 8,155 | $3.71M | 1.51% | +164+2.1% | Added |
| Susquehanna Fundamental Investments, LLC | 8,102 | $3.68M | 0.17% | +8,102 | New |
| Two Sigma Investments, LP | 8,100 | $3.68M | 0.01% | −18,628−69.7% | Reduced |
| Coastal Bridge Advisors, LLC | 8,030 | $3.65M | 0.84% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 7,819 | $3.55M | 0.04% | +226+3.0% | Added |
| First Hawaiian Bank | 7,816 | $3.55M | 0.11% | −57−0.7% | Reduced |
| Pathstone Holdings, LLC | 7,724 | $3.51M | 0.02% | +2,362+44.1% | Added |
| Evoke Wealth, LLC | 7,695 | $3.50M | 0.10% | +7,204+1,467.2% | Added |
| Pacer Advisors, Inc. | 7,662 | $3.48M | 0.01% | +4,552+146.4% | Added |
| Handelsbanken Fonder AB | 7,651 | $3.48M | 0.01% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 7,591 | $3.45M | 0.04% | +7,591 | New |
| O'Shaughnessy Asset Management, LLC | 7,524 | $3.42M | 0.04% | +418+5.9% | Added |
| Jane Street Group, LLC | 7,487 | $3.40M | 0.00% | +648+9.5% | Added |
| Neuberger Berman Group LLC | 7,467 | $3.39M | 0.00% | +1,006+15.6% | Added |
| AXA S.A. | 7,458 | $3.39M | 0.01% | +601+8.8% | Added |
| Linden Thomas Advisory Services, LLC | 7,436 | $3.38M | 0.54% | +8+0.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 7,401 | $3.36M | 0.02% | −134−1.8% | Reduced |
| ProShare Advisors LLC | 7,369 | $3.35M | 0.01% | −477−6.1% | Reduced |
| Kinneret Advisory, LLC | 7,148 | $3.25M | 0.32% | −22−0.3% | Reduced |
| Van Eck Associates Corp | 6,973 | $3.17M | 0.00% | +384+5.8% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 6,913 | $3.14M | 0.03% | −2,800−28.8% | Reduced |
| Andra AP-fonden | 6,900 | $3.14M | 0.06% | +6,900 | New |
| Birch Capital Management, LLC | 6,802 | $3.09M | 1.61% | +299+4.6% | Added |
| Czech National Bank | 6,706 | $3.05M | 0.04% | +52+0.8% | Added |
| Prospera Financial Services Inc | 6,701 | $3.05M | 0.09% | −60−0.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 6,392 | $3.05M | 0.02% | +164+2.6% | Added |
| Utah Retirement Systems | 6,627 | $3.01M | 0.04% | 00.0% | Unchanged |
| Worldquant Millennium Advisors LLC | 6,626 | $3.01M | 0.04% | +607+10.1% | Added |
| Degroof Petercam Asset Management | 6,590 | $2.99M | 0.04% | +640+10.8% | Added |
| Sanibel Captiva Trust Company, Inc. | 6,537 | $2.97M | 0.10% | −97−1.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 6,487 | $2.95M | 0.23% | +27+0.4% | Added |
| Kensington Investment Counsel, LLC | 6,229 | $2.83M | 1.29% | +1,263+25.4% | Added |
| Stiles Financial Services Inc | 6,224 | $2.83M | 1.13% | +70+1.1% | Added |
| Northwestern Mutual Wealth Management Co | 6,205 | $2.82M | 0.00% | +905+17.1% | Added |
| Azzad Asset Management Inc | 6,189 | $2.81M | 0.33% | −1,041−14.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,222 | $2.81M | 0.03% | +1,960+46.0% | Added |
| Yousif Capital Management, LLC | 6,183 | $2.81M | 0.03% | +1,094+21.5% | Added |
| Tredje AP-fonden | 6,082 | $2.76M | 0.03% | +129+2.2% | Added |
| Bright Rock Capital Management, LLC | 6,000 | $2.73M | 0.56% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 5,979 | $2.72M | 0.02% | +56+0.9% | Added |
| SG Americas Securities, LLC | 5,923 | $2.69M | 0.01% | +4,562+335.2% | Added |
| DnB Asset Management AS | 5,859 | $2.66M | 0.01% | +5,859 | New |
| Kesler, Norman & Wride, LLC | 5,800 | $2.64M | 0.56% | −215−3.6% | Reduced |
| Janus Henderson Group PLC | 5,723 | $2.60M | 0.00% | +3+0.1% | Added |
| Shell Asset Management Co | 6,322 | $2.58M | 0.12% | +529+9.1% | Added |
| PGGM Investments | 5,600 | $2.54M | 0.04% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 5,522 | $2.51M | 0.11% | −1,198−17.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 5,507 | $2.50M | 0.01% | −11,038−66.7% | Reduced |
| Mackenzie Financial Corp | 5,497 | $2.50M | 0.00% | +295+5.7% | Added |
| Storebrand Asset Management AS | 5,475 | $2.49M | 0.01% | −3,647−40.0% | Reduced |
| Canada Pension Plan Investment Board | 5,457 | $2.48M | 0.00% | −7,608−58.2% | Reduced |
| CIBC Asset Management Inc | 5,422 | $2.46M | 0.01% | +168+3.2% | Added |
| Cetera Investment Advisers | 5,400 | $2.45M | 0.01% | +3,683+214.5% | Added |
| Coldstream Capital Management Inc | 5,374 | $2.44M | 0.06% | +550+11.4% | Added |
| D. E. Shaw & Co., Inc. | 5,358 | $2.43M | 0.00% | +4,458+495.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 5,320 | $2.42M | 0.05% | −2,430−31.4% | Reduced |
| Penobscot Investment Management Company, Inc. | 5,290 | $2.40M | 0.25% | −920−14.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 5,249 | $2.39M | 0.10% | −28−0.5% | Reduced |
| Tsai Capital Corp | 5,246 | $2.38M | 2.46% | −78−1.5% | Reduced |
| New York Life Investment Management LLC | 5,197 | $2.36M | 0.02% | −184−3.4% | Reduced |
| Allianz Asset Management GmbH | 5,191 | $2.36M | 0.00% | −625−10.7% | Reduced |
| NewEdge Wealth, LLC | 5,543 | $2.35M | 0.05% | −34−0.6% | Reduced |
| Mutual of America Capital Management LLC | 4,993 | $2.27M | 0.02% | −89−1.8% | Reduced |
| First Personal Financial Services | 4,986 | $2.27M | 0.53% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 4,940 | $2.24M | 0.55% | −185−3.6% | Reduced |
| Crestline Management, LP | 4,865 | $2.21M | 0.21% | +4,865 | New |
| ING Groep NV | 4,802 | $2.18M | 0.01% | +15+0.3% | Added |
| Bank of Nova Scotia | 4,784 | $2.17M | 0.00% | +74+1.6% | Added |
| Oppenheimer Asset Management Inc. | 4,771 | $2.17M | 0.03% | −689−12.6% | Reduced |
| Captrust Financial Advisors | 4,635 | $2.11M | 0.01% | −2,340−33.5% | Reduced |
| Sepio Capital, LP | 4,611 | $2.10M | 0.18% | −178−3.7% | Reduced |
| Nissay Asset Management Corp | 4,564 | $2.07M | 0.01% | +317+7.5% | Added |
| British Columbia Investment Management Corp | 4,548 | $2.07M | 0.01% | +156+3.6% | Added |
| Creative Planning | 4,465 | $2.03M | 0.00% | +325+7.9% | Added |
| Ameritas Investment Partners, Inc. | 4,464 | $2.03M | 0.07% | +10+0.2% | Added |
| ICW Investment Advisors LLC | 4,445 | $2.02M | 0.90% | +43+1.0% | Added |
| CI Private Wealth, LLC | 4,395 | $2.00M | 0.00% | +216+5.2% | Added |
| GWM Advisors LLC | 4,358 | $1.98M | 0.02% | +68+1.6% | Added |
| Candriam Luxembourg S.C.A. | 4,304 | $1.96M | 0.01% | +487+12.8% | Added |
| Kingsview Wealth Management, LLC | 4,133 | $1.88M | 0.05% | −10−0.2% | Reduced |
| Aurora Investment Managers, LLC. | 4,081 | $1.85M | 1.36% | −863−17.5% | Reduced |
| Ostrum Asset Management | 4,070 | $1.85M | 0.15% | +855+26.6% | Added |
| Millennium Management LLC | 4,021 | $1.83M | 0.00% | −97,494−96.0% | Reduced |
| Abner Herrman & Brock LLC | 4,000 | $1.82M | 0.23% | 00.0% | Unchanged |
| LWM Advisory Services, LLC | 4,000 | $1.82M | 1.46% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 3,974 | $1.81M | 0.01% | −251−5.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 3,876 | $1.76M | 0.02% | +14+0.4% | Added |
| Concurrent Investment Advisors, LLC | 3,862 | $1.75M | 0.07% | +400+11.6% | Added |
| Cerity Partners LLC | 3,858 | $1.75M | 0.00% | +3,055+380.4% | Added |
| Logan Capital Management Inc | 3,825 | $1.74M | 0.07% | −340−8.2% | Reduced |
| Eads & Heald Wealth Management | 3,766 | $1.71M | 0.80% | −32−0.8% | Reduced |
| Banque Cantonale Vaudoise | 3,755 | $1.71M | 0.07% | −3,745−49.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 3,746 | $1.70M | 0.03% | +2,464+192.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 3,742 | $1.70M | 0.00% | +10+0.3% | Added |
| Cresset Asset Management, LLC | 3,717 | $1.69M | 0.01% | +1,026+38.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 3,689 | $1.68M | 0.02% | −10.0% | Reduced |