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 |
|---|---|---|---|---|---|
| National Bank of Canada | 28,243 | $13.0M | 0.02% | +1,829+6.9% | Added |
| Trexquant Investment LP | 27,485 | $12.6M | 0.16% | −14,542−34.6% | Reduced |
| Norges Bank | 26,921 | $12.4M | 0.00% | −10,104−27.3% | Reduced |
| Manufacturers Life Insurance Company, The | 26,641 | $12.3M | 0.01% | −237−0.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 25,937 | $11.9M | 0.03% | −14,754−36.3% | Reduced |
| State of Wisconsin Investment Board | 25,677 | $11.8M | 0.03% | +1,277+5.2% | Added |
| Fisher Asset Management, LLC | 25,185 | $11.6M | 0.00% | +2,776+12.4% | Added |
| Schonfeld Strategic Advisors LLC | 24,797 | $11.4M | 0.09% | +19,796+395.8% | Added |
| Kennedy Capital Management, Inc. | 24,714 | $11.4M | 0.25% | −3,552−12.6% | Reduced |
| TownSquare Capital, LLC | 24,026 | $11.0M | 0.13% | +2,016+9.2% | Added |
| Hudson Bay Capital Management LP | 24,000 | $11.0M | 0.08% | +24,000 | New |
| Canoe Financial LP | 23,944 | $11.0M | 0.26% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 23,848 | $11.0M | 0.34% | +299+1.3% | Added |
| Truist Financial Corp | 23,560 | $10.8M | 0.02% | −3,651−13.4% | Reduced |
| Prudential Financial Inc | 23,400 | $10.8M | 0.02% | +444+1.9% | Added |
| Ensign Peak Advisors, Inc | 23,272 | $10.7M | 0.02% | +545+2.4% | Added |
| TD Asset Management Inc | 22,553 | $10.3M | 0.01% | +15+0.1% | Added |
| Hantz Financial Services, Inc. | 21,892 | $10.1M | 0.18% | −750−3.3% | Reduced |
| Treasurer of the State of North Carolina | 21,499 | $9.89M | 0.04% | +700+3.4% | Added |
| Chevy Chase Trust Holdings, Inc. | 20,839 | $9.58M | 0.03% | −442−2.1% | Reduced |
| JGP Wealth Management, LLC | 20,548 | $9.45M | 1.22% | +214+1.1% | Added |
| Pictet Asset Management Holding SA | 20,236 | $9.31M | 0.01% | +481+2.4% | Added |
| Great West Life Assurance Co | 19,847 | $9.14M | 0.02% | +666+3.5% | Added |
| Voya Investment Management LLC | 19,682 | $9.05M | 0.01% | −1,248−6.0% | Reduced |
| Dock Street Asset Management Inc | 19,677 | $9.05M | 1.22% | −349−1.7% | Reduced |
| Two Sigma Investments, LP | 19,504 | $8.97M | 0.02% | −15,934−45.0% | Reduced |
| Papp L Roy & Associates | 19,053 | $8.76M | 1.06% | −222−1.2% | Reduced |
| Sanctuary Advisors, LLC | 17,801 | $8.68M | 0.05% | −5,291−22.9% | Reduced |
| Whittier Trust Co | 18,844 | $8.67M | 0.12% | +806+4.5% | Added |
| Mattern Capital Management, LLC | 18,824 | $8.66M | 1.09% | +111+0.6% | Added |
| Danske Bank A/S | 18,259 | $8.40M | 0.03% | +1,900+11.6% | Added |
| Advisor Group Holdings, Inc. | 18,025 | $8.29M | 0.02% | +613+3.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 17,882 | $8.20M | 0.04% | +406+2.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 17,813 | $8.19M | 0.04% | +10,791+153.7% | Added |
| Capital Fund Management S.A. | 17,513 | $8.05M | 0.09% | +17,513 | New |
| Mediolanum International Funds Ltd | 17,511 | $8.02M | 0.11% | −555−3.1% | Reduced |
| Point72 Europe (London) LLP | 16,400 | $7.54M | 0.64% | +16,400 | New |
| State of Alaska, Department of Revenue | 16,173 | $7.44M | 0.08% | −3,605−18.2% | Reduced |
| Andra AP-fonden | 16,000 | $7.36M | 0.11% | +1,500+10.3% | Added |
| Susquehanna International Group, LLP | 15,793 | $7.26M | 0.01% | +655+4.3% | Added |
| Atria Investments LLC | 15,721 | $7.23M | 0.09% | −1,508−8.8% | Reduced |
| Gateway Investment Advisers LLC | 15,371 | $7.07M | 0.08% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,241 | $7.01M | 0.02% | +303+2.0% | Added |
| Mariner, LLC | 15,216 | $7.00M | 0.01% | +768+5.3% | Added |
| 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 |
| Core Alternative Capital | 14,911 | $6.86M | 1.33% | −1,506−9.2% | Reduced |
| Mn Services Vermogensbeheer B.V. | 14,600 | $6.71M | 0.05% | −400−2.7% | Reduced |
| Jump Financial, LLC | 14,569 | $6.70M | 0.14% | −3,214−18.1% | Reduced |
| Beck Bode, LLC | 14,512 | $6.67M | 1.26% | +14,512 | New |
| Bell Asset Management Ltd | 14,196 | $6.53M | 1.20% | −2,558−15.3% | Reduced |
| Asset Management One Co.,Ltd. | 13,882 | $6.38M | 0.02% | −212−1.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 13,524 | $6.29M | 0.12% | +7,338+118.6% | Added |
| Commonwealth Equity Services, LLC | 13,646 | $6.28M | 0.01% | −4,283−23.9% | Reduced |
| State of New Jersey Common Pension Fund D | 13,515 | $6.21M | 0.03% | −564−4.0% | Reduced |
| Adage Capital Partners GP, L.L.C. | 13,400 | $6.16M | 0.01% | +1,800+15.5% | Added |
| Toronto Dominion Bank | 13,180 | $6.06M | 0.01% | −5,843−30.7% | Reduced |
| Rafferty Asset Management, LLC | 12,897 | $5.93M | 0.02% | −508−3.8% | Reduced |
| Verition Fund Management LLC | 12,818 | $5.89M | 0.04% | +12,818 | New |
| US Bancorp | 12,754 | $5.86M | 0.01% | −356−2.7% | Reduced |
| AdvisorShares Investments LLC | 12,593 | $5.79M | 1.11% | +200+1.6% | Added |
| Erste Asset Management GmbH | 12,492 | $5.73M | 0.07% | +487+4.1% | Added |
| Two Sigma Advisers, LP | 12,400 | $5.70M | 0.01% | −17,900−59.1% | Reduced |
| Franklin Resources Inc | 12,314 | $5.69M | 0.00% | +669+5.7% | Added |
| Nisa Investment Advisors, LLC | 12,268 | $5.64M | 0.03% | −210−1.7% | Reduced |
| Hendershot Investments Inc. | 12,204 | $5.61M | 0.76% | −52−0.4% | Reduced |
| Intech Investment Management LLC | 12,151 | $5.59M | 0.06% | +2,764+29.4% | Added |
| Kempen Capital Management N.V. | 12,109 | $5.57M | 0.06% | +50.0% | Added |
| Resona Asset Management Co.,Ltd. | 12,112 | $5.57M | 0.03% | −146−1.2% | Reduced |
| D. E. Shaw & Co., Inc. | 12,059 | $5.55M | 0.01% | −1,578−11.6% | Reduced |
| ExodusPoint Capital Management, LP | 12,016 | $5.53M | 0.06% | −1,554−11.5% | Reduced |
| Jensen Investment Management Inc | 12,000 | $5.52M | 0.05% | +1,250+11.6% | Added |
| Commerce Bank | 11,705 | $5.38M | 0.03% | −198−1.7% | Reduced |
| M&T Bank Corp | 11,525 | $5.30M | 0.02% | +2,354+25.7% | Added |
| Nomura Asset Management Co Ltd | 11,466 | $5.27M | 0.02% | +894+8.5% | Added |
| Comerica Bank | 11,411 | $5.25M | 0.02% | −2,788−19.6% | Reduced |
| JLB & Associates Inc | 11,391 | $5.24M | 0.67% | +615+5.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 11,367 | $5.23M | 0.01% | −494−4.2% | Reduced |
| State of Tennessee, Treasury Department | 11,266 | $5.18M | 0.02% | −422−3.6% | Reduced |
| Capital Insight Partners, LLC | 11,239 | $5.17M | 0.90% | +382+3.5% | Added |
| Kornitzer Capital Management Inc | 11,147 | $5.13M | 0.09% | +30.0% | Added |
| Regions Financial Corp | 11,102 | $5.11M | 0.04% | +20+0.2% | Added |
| Arizona State Retirement System | 10,899 | $5.01M | 0.03% | +428+4.1% | Added |
| Prana Capital Management, LP | 10,877 | $5.00M | 0.23% | +10,877 | New |
| Federation des caisses Desjardins du Quebec | 10,778 | $4.95M | 0.02% | +276+2.6% | Added |
| American Century Companies Inc | 10,730 | $4.93M | 0.00% | +542+5.3% | Added |
| Handelsbanken Fonder AB | 10,651 | $4.90M | 0.02% | +1,900+21.7% | Added |
| Korea Investment CORP | 10,526 | $4.84M | 0.01% | −11,200−51.6% | Reduced |
| MetLife Investment Management | 10,506 | $4.83M | 0.03% | −284−2.6% | Reduced |
| Forsta Ap-Fonden | 10,100 | $4.64M | 0.04% | +300+3.1% | Added |
| Whittier Trust Co of Nevada Inc | 9,884 | $4.54M | 0.12% | +459+4.9% | Added |
| Corebridge Financial, Inc. | 9,721 | $4.47M | 0.02% | −331−3.3% | Reduced |
| DekaBank Deutsche Girozentrale | 9,755 | $4.45M | 0.01% | −3,549−26.7% | Reduced |
| Walleye Capital LLC | 9,498 | $4.37M | 0.05% | +9,498 | New |
| Prudential PLC | 9,158 | $4.21M | 0.02% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 9,119 | $4.19M | 0.06% | +6,159+208.1% | Added |
| Daiwa Securities Group Inc. | 8,943 | $4.11M | 0.02% | +222+2.5% | Added |
| Stephens Inc | 8,858 | $4.07M | 0.06% | −366−4.0% | Reduced |
| Kovitz Investment Group Partners, LLC | 9,211 | $4.07M | 0.03% | +9,211 | New |
| Brown Advisory Inc | 8,642 | $3.97M | 0.00% | −173−2.0% | Reduced |