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, Q3 2024
Institutional positions in Factset Research Systems Inc as of Sep 30, 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
- 833
- +34 vs. Q2 2024
- Shares held
- 35.9M
- +3.61M (+11.2%) vs. Q2 2024
- Total value
- $16.5B
- +$3.28B (+24.8%) vs. Q2 2024
- New holders
- 97
- 281 more added
- Sold out
- 63
- 299 more reduced
8 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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, Q3 2024
Shares, value and share of portfolio for each institution holding Factset Research Systems Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Public Sector Pension Investment Board | 6,698 | $3.08M | 0.02% | +200+3.1% | Added |
| Tsai Capital Corp | 6,728 | $3.09M | 2.51% | +1,446+27.4% | Added |
| Simplex Trading, LLC | 6,733 | $3.10M | 0.10% | +6,733 | New |
| XTX Topco Ltd | 6,771 | $3.11M | 0.23% | +313+4.8% | Added |
| Alberta Investment Management Corp | 6,800 | $3.13M | 0.03% | +6,800 | New |
| KBC Group NV | 6,948 | $3.19M | 0.01% | −2,239−24.4% | Reduced |
| Prospera Financial Services Inc | 6,970 | $3.21M | 0.08% | −62−0.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 7,263 | $3.35M | 0.03% | +528+7.8% | Added |
| CIBC World Markets Corp | 7,332 | $3.37M | 0.02% | −12−0.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 7,401 | $3.40M | 0.02% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 7,439 | $3.42M | 0.85% | −476−6.0% | Reduced |
| Neuberger Berman Group LLC | 7,459 | $3.43M | 0.00% | −41−0.5% | Reduced |
| Banco Santander, S.A. | 7,490 | $3.44M | 0.04% | −410−5.2% | Reduced |
| Evoke Wealth, LLC | 7,614 | $3.50M | 0.10% | +7,614 | New |
| IFM Investors Pty Ltd | 7,733 | $3.56M | 0.03% | +104+1.4% | Added |
| Czech National Bank | 7,749 | $3.56M | 0.04% | +486+6.7% | Added |
| ProShare Advisors LLC | 7,754 | $3.57M | 0.01% | +9+0.1% | Added |
| Birch Capital Management, LLC | 7,812 | $3.59M | 1.76% | +725+10.2% | Added |
| Eukles Asset Management | 7,923 | $3.64M | 1.46% | −394−4.7% | Reduced |
| HRT Financial LP | 7,944 | $3.65M | 0.02% | −25,227−76.1% | Reduced |
| Linden Thomas Advisory Services, LLC | 7,951 | $3.66M | 0.50% | −31−0.4% | Reduced |
| Artisan Partners Limited Partnership | 7,980 | $3.67M | 0.01% | +7,980 | New |
| Van Eck Associates Corp | 7,956 | $3.69M | 0.00% | +752+10.4% | Added |
| Northwestern Mutual Wealth Management Co | 8,074 | $3.71M | 0.00% | +1,340+19.9% | Added |
| Amalgamated Bank | 8,116 | $3.73M | 0.03% | +190+2.4% | Added |
| Pathstone Holdings, LLC | 8,118 | $3.73M | 0.02% | −146−1.8% | Reduced |
| Somerset Trust Co | 8,227 | $3.78M | 1.42% | +13+0.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,281 | $3.81M | 0.02% | −91−1.1% | Reduced |
| Retirement Systems of Alabama | 8,351 | $3.84M | 0.01% | −56−0.7% | Reduced |
| Great Lakes Advisors, LLC | 8,401 | $3.86M | 0.03% | −147−1.7% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 8,439 | $3.88M | 0.04% | +8,439 | New |
| First Hawaiian Bank | 8,571 | $3.94M | 0.13% | +617+7.8% | Added |
| Thematics Asset Management | 8,609 | $3.96M | 0.16% | 00.0% | Unchanged |
| Brown Advisory Inc | 8,642 | $3.97M | 0.00% | −173−2.0% | Reduced |
| Kovitz Investment Group Partners, LLC | 9,211 | $4.07M | 0.03% | +9,211 | New |
| Stephens Inc | 8,858 | $4.07M | 0.06% | −366−4.0% | Reduced |
| Daiwa Securities Group Inc. | 8,943 | $4.11M | 0.02% | +222+2.5% | Added |
| La Banque Postale Asset Management SA | 9,119 | $4.19M | 0.06% | +6,159+208.1% | Added |
| Prudential PLC | 9,158 | $4.21M | 0.02% | 00.0% | Unchanged |
| Walleye Capital LLC | 9,498 | $4.37M | 0.05% | +9,498 | New |
| DekaBank Deutsche Girozentrale | 9,755 | $4.45M | 0.01% | −3,549−26.7% | Reduced |
| Corebridge Financial, Inc. | 9,721 | $4.47M | 0.02% | −331−3.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 9,884 | $4.54M | 0.12% | +459+4.9% | Added |
| Forsta Ap-Fonden | 10,100 | $4.64M | 0.04% | +300+3.1% | Added |
| MetLife Investment Management | 10,506 | $4.83M | 0.03% | −284−2.6% | Reduced |
| Korea Investment CORP | 10,526 | $4.84M | 0.01% | −11,200−51.6% | Reduced |
| Handelsbanken Fonder AB | 10,651 | $4.90M | 0.02% | +1,900+21.7% | Added |
| American Century Companies Inc | 10,730 | $4.93M | 0.00% | +542+5.3% | Added |
| Federation des caisses Desjardins du Quebec | 10,778 | $4.95M | 0.02% | +276+2.6% | Added |
| Prana Capital Management, LP | 10,877 | $5.00M | 0.23% | +10,877 | New |
| Arizona State Retirement System | 10,899 | $5.01M | 0.03% | +428+4.1% | Added |
| Regions Financial Corp | 11,102 | $5.11M | 0.04% | +20+0.2% | Added |
| Kornitzer Capital Management Inc | 11,147 | $5.13M | 0.09% | +30.0% | Added |
| Capital Insight Partners, LLC | 11,239 | $5.17M | 0.90% | +382+3.5% | Added |
| State of Tennessee, Treasury Department | 11,266 | $5.18M | 0.02% | −422−3.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 11,367 | $5.23M | 0.01% | −494−4.2% | Reduced |
| JLB & Associates Inc | 11,391 | $5.24M | 0.67% | +615+5.7% | Added |
| Comerica Bank | 11,411 | $5.25M | 0.02% | −2,788−19.6% | Reduced |
| Nomura Asset Management Co Ltd | 11,466 | $5.27M | 0.02% | +894+8.5% | Added |
| M&T Bank Corp | 11,525 | $5.30M | 0.02% | +2,354+25.7% | Added |
| Commerce Bank | 11,705 | $5.38M | 0.03% | −198−1.7% | Reduced |
| Jensen Investment Management Inc | 12,000 | $5.52M | 0.05% | +1,250+11.6% | Added |
| ExodusPoint Capital Management, LP | 12,016 | $5.53M | 0.06% | −1,554−11.5% | Reduced |
| D. E. Shaw & Co., Inc. | 12,059 | $5.55M | 0.01% | −1,578−11.6% | Reduced |
| Resona Asset Management Co.,Ltd. | 12,112 | $5.57M | 0.03% | −146−1.2% | Reduced |
| Kempen Capital Management N.V. | 12,109 | $5.57M | 0.06% | +50.0% | Added |
| Intech Investment Management LLC | 12,151 | $5.59M | 0.06% | +2,764+29.4% | Added |
| Hendershot Investments Inc. | 12,204 | $5.61M | 0.76% | −52−0.4% | Reduced |
| Nisa Investment Advisors, LLC | 12,268 | $5.64M | 0.03% | −210−1.7% | Reduced |
| Franklin Resources Inc | 12,314 | $5.69M | 0.00% | +669+5.7% | Added |
| Two Sigma Advisers, LP | 12,400 | $5.70M | 0.01% | −17,900−59.1% | Reduced |
| Erste Asset Management GmbH | 12,492 | $5.73M | 0.07% | +487+4.1% | Added |
| AdvisorShares Investments LLC | 12,593 | $5.79M | 1.11% | +200+1.6% | Added |
| US Bancorp | 12,754 | $5.86M | 0.01% | −356−2.7% | Reduced |
| Verition Fund Management LLC | 12,818 | $5.89M | 0.04% | +12,818 | New |
| Rafferty Asset Management, LLC | 12,897 | $5.93M | 0.02% | −508−3.8% | Reduced |
| Toronto Dominion Bank | 13,180 | $6.06M | 0.01% | −5,843−30.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 13,400 | $6.16M | 0.01% | +1,800+15.5% | Added |
| State of New Jersey Common Pension Fund D | 13,515 | $6.21M | 0.03% | −564−4.0% | Reduced |
| Commonwealth Equity Services, LLC | 13,646 | $6.28M | 0.01% | −4,283−23.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 13,524 | $6.29M | 0.12% | +7,338+118.6% | Added |
| Asset Management One Co.,Ltd. | 13,882 | $6.38M | 0.02% | −212−1.5% | Reduced |
| Bell Asset Management Ltd | 14,196 | $6.53M | 1.20% | −2,558−15.3% | Reduced |
| Beck Bode, LLC | 14,512 | $6.67M | 1.26% | +14,512 | New |
| Jump Financial, LLC | 14,569 | $6.70M | 0.14% | −3,214−18.1% | Reduced |
| Mn Services Vermogensbeheer B.V. | 14,600 | $6.71M | 0.05% | −400−2.7% | Reduced |
| Core Alternative Capital | 14,911 | $6.86M | 1.33% | −1,506−9.2% | Reduced |
| Public Employees Retirement System of Ohio | 15,200 | $6.99M | 0.03% | −1,138−7.0% | Reduced |
| Illinois Municipal Retirement Fund | 15,200 | $6.99M | 0.10% | 00.0% | Unchanged |
| Mariner, LLC | 15,216 | $7.00M | 0.01% | +768+5.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,241 | $7.01M | 0.02% | +303+2.0% | Added |
| Gateway Investment Advisers LLC | 15,371 | $7.07M | 0.08% | 00.0% | Unchanged |
| Atria Investments LLC | 15,721 | $7.23M | 0.09% | −1,508−8.8% | Reduced |
| Susquehanna International Group, LLP | 15,793 | $7.26M | 0.01% | +655+4.3% | Added |
| Andra AP-fonden | 16,000 | $7.36M | 0.11% | +1,500+10.3% | Added |
| State of Alaska, Department of Revenue | 16,173 | $7.44M | 0.08% | −3,605−18.2% | Reduced |
| Point72 Europe (London) LLP | 16,400 | $7.54M | 0.64% | +16,400 | New |
| Mediolanum International Funds Ltd | 17,511 | $8.02M | 0.11% | −555−3.1% | Reduced |
| Capital Fund Management S.A. | 17,513 | $8.05M | 0.09% | +17,513 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 17,813 | $8.19M | 0.04% | +10,791+153.7% | Added |