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 2025
Institutional positions in Factset Research Systems Inc as of Mar 31, 2025. 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
- 828
- −5 vs. Q4 2024
- Shares held
- 35.6M
- −153.5K (−0.4%) vs. Q4 2024
- Total value
- $16.2B
- −$988.1M (−5.8%) vs. Q4 2024
- New holders
- 86
- 274 more added
- Sold out
- 91
- 300 more reduced
14 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Factset Research Systems Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,795,354 | $2.18B | 0.04% | +137,874+3.0% | Added |
| BlackRock, Inc. | 3,516,507 | $1.60B | 0.03% | +30,388+0.9% | Added |
| Bamco Inc | 2,248,026 | $1.02B | 3.00% | −107,585−4.6% | Reduced |
| Morgan Stanley | 1,948,806 | $886.0M | 0.06% | +166,460+9.3% | Added |
| State Street Corp | 1,922,015 | $873.8M | 0.04% | −24,785−1.3% | Reduced |
| Loomis Sayles & Co L P | 1,484,152 | $674.8M | 0.98% | −18,172−1.2% | Reduced |
| Wells Fargo & Company | 1,386,900 | $630.5M | 0.15% | −24,955−1.8% | Reduced |
| Ninety One UK Ltd | 1,191,949 | $541.9M | 1.51% | −18,933−1.6% | Reduced |
| Geode Capital Management, LLC | 1,135,221 | $515.4M | 0.04% | +38,629+3.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,075,653 | $489.0M | 1.20% | −162,869−13.2% | Reduced |
| Bank of America Corp | 544,166 | $247.4M | 0.02% | +2,905+0.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 528,045 | $240.1M | 0.22% | +22,458+4.4% | Added |
| JPMorgan Chase & Co | 505,761 | $229.9M | 0.02% | +4,693+0.9% | Added |
| Invesco Ltd. | 490,698 | $223.1M | 0.04% | +34,549+7.6% | Added |
| Citadel Advisors LLC | 468,372 | $212.9M | 0.21% | +533+0.1% | Added |
| Northern Trust Corp | 405,616 | $184.4M | 0.03% | +7,436+1.9% | Added |
| Charles Schwab Investment Management Inc | 396,173 | $180.1M | 0.03% | +13,739+3.6% | Added |
| ProShare Advisors LLC | 372,308 | $169.3M | 0.38% | +363,759+4,255.0% | Added |
| Nordea Investment Management AB | 357,113 | $160.6M | 0.17% | +16,619+4.9% | Added |
| StonePine Asset Management Inc. | 349,578 | $158.9M | 1.20% | +56,490+19.3% | Added |
| Amundi | 353,945 | $155.5M | 0.06% | −16,097−4.4% | Reduced |
| Champlain Investment Partners, LLC | 307,297 | $139.7M | 1.01% | −24,910−7.5% | Reduced |
| UBS Asset Management Americas Inc | 301,336 | $137.0M | 0.04% | +3,514+1.2% | Added |
| Boston Trust Walden Corp | 297,070 | $135.1M | 0.99% | −4,544−1.5% | Reduced |
| Legal & General Group Plc | 295,009 | $134.1M | 0.04% | +9,213+3.2% | Added |
| Dimensional Fund Advisors LP | 269,534 | $122.5M | 0.03% | +6,039+2.3% | Added |
| Bank of New York Mellon Corp | 268,603 | $122.1M | 0.02% | −8,176−3.0% | Reduced |
| Fiera Capital Corp | 260,914 | $118.6M | 0.43% | −24,529−8.6% | Reduced |
| Tandem Investment Advisors, Inc. | 250,420 | $113.9M | 3.97% | +6,009+2.5% | Added |
| Macquarie Group Ltd | 219,786 | $99.9M | 0.12% | −44,498−16.8% | Reduced |
| Voloridge Investment Management, LLC | 199,663 | $90.8M | 0.34% | +55,528+38.5% | Added |
| Deutsche Bank AG | 189,577 | $86.2M | 0.03% | +12,198+6.9% | Added |
| UBS Group AG | 189,240 | $86.0M | 0.02% | +29,669+18.6% | Added |
| American Capital Management Inc | 177,632 | $80.8M | 3.29% | +3,639+2.1% | Added |
| Goldman Sachs Group Inc | 169,635 | $77.1M | 0.01% | −53,012−23.8% | Reduced |
| California Public Employees Retirement System | 165,942 | $75.4M | 0.05% | −5,245−3.1% | Reduced |
| Everett Harris & Co | 148,361 | $67.5M | 0.87% | −1,478−1.0% | Reduced |
| Raymond James Financial Inc | 147,316 | $67.0M | 0.03% | +3,384+2.4% | Added |
| Royal London Asset Management Ltd | 132,797 | $60.4M | 0.14% | +13,421+11.2% | Added |
| Nuveen, LLC | 119,100 | $54.1M | 0.02% | +119,100 | New |
| Ameriprise Financial Inc | 118,789 | $54.0M | 0.01% | −3,078−2.5% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 116,720 | $53.1M | 0.47% | 00.0% | Unchanged |
| CBOE Vest Financial, LLC | 115,354 | $52.4M | 0.81% | +115,354 | New |
| Royal Bank of Canada | 111,976 | $50.9M | 0.01% | −1,046−0.9% | Reduced |
| Barclays PLC | 110,446 | $50.2M | 0.02% | +11,516+11.6% | Added |
| Millennium Management LLC | 110,409 | $50.2M | 0.05% | +40,800+58.6% | Added |
| HSBC Holdings PLC | 109,776 | $49.8M | 0.03% | +4,280+4.1% | Added |
| Envestnet Asset Management Inc | 99,270 | $45.1M | 0.01% | −21,845−18.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 97,887 | $44.5M | 0.03% | +9,402+10.6% | Added |
| Natixis Advisors, L.P. | 92,337 | $42.0M | 0.08% | −11,015−10.7% | Reduced |
| Nomura Asset Management Co Ltd | 91,861 | $41.8M | 0.13% | +80,370+699.4% | Added |
| HighTower Advisors, LLC | 89,018 | $40.5M | 0.05% | −4,841−5.2% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 85,016 | $38.7M | 0.08% | +3,223+3.9% | Added |
| FMR LLC | 84,334 | $38.3M | 0.00% | +1,953+2.4% | Added |
| LPL Financial LLC | 83,515 | $38.0M | 0.01% | +7,529+9.9% | Added |
| Rhumbline Advisers | 83,310 | $37.9M | 0.04% | +4,364+5.5% | Added |
| BNP Paribas Arbitrage, SA | 79,596 | $36.2M | 0.03% | −1,768−2.2% | Reduced |
| SEI Investments Co | 78,877 | $35.9M | 0.05% | +7,362+10.3% | Added |
| Dundas Partners LLP | 74,556 | $33.9M | 2.50% | 00.0% | Unchanged |
| Citigroup Inc | 72,773 | $33.1M | 0.03% | +34,129+88.3% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 66,576 | $30.3M | 0.51% | 00.0% | Unchanged |
| Earnest Partners LLC | 64,915 | $29.5M | 0.14% | −650−1.0% | Reduced |
| Copeland Capital Management, LLC | 64,749 | $29.4M | 0.59% | −1,305−2.0% | Reduced |
| California State Teachers Retirement System | 60,571 | $27.5M | 0.03% | −793−1.3% | Reduced |
| Ninety One North America, Inc. | 59,342 | $27.0M | 1.82% | −4,701−7.3% | Reduced |
| Price T Rowe Associates Inc | 55,398 | $25.2M | 0.00% | +102+0.2% | Added |
| Sone Capital Management, LLC | 52,852 | $24.0M | 2.47% | +52,852 | New |
| Janney Montgomery Scott LLC | 51,674 | $23.5M | 0.07% | +14,514+39.1% | Added |
| Massachusetts Financial Services Co | 50,653 | $23.0M | 0.01% | −339,243−87.0% | Reduced |
| Principal Financial Group Inc | 49,837 | $22.7M | 0.01% | −329−0.7% | Reduced |
| Saybrook Capital | 46,467 | $21.1M | 5.83% | −2,295−4.7% | Reduced |
| Russell Investments Group, Ltd. | 42,469 | $19.3M | 0.03% | +11,197+35.8% | Added |
| Stifel Financial Corp | 42,207 | $19.2M | 0.02% | −2,539−5.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 43,254 | $18.4M | 0.18% | −932−2.1% | Reduced |
| Alliancebernstein L.P. | 38,972 | $17.7M | 0.01% | −1,771−4.3% | Reduced |
| Woodline Partners LP | 37,891 | $17.2M | 0.11% | +35,609+1,560.4% | Added |
| Heron Bay Capital Management | 37,011 | $16.8M | 3.54% | −67−0.2% | Reduced |
| Bank of Montreal | 36,153 | $16.4M | 0.01% | −16,896−31.8% | Reduced |
| Man Group plc | 35,989 | $16.4M | 0.05% | +1,509+4.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 35,453 | $16.1M | 0.04% | +453+1.3% | Added |
| State Board of Administration of Florida Retirement System | 34,700 | $15.8M | 0.03% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 34,030 | $15.5M | 0.03% | +26,986+383.1% | Added |
| Running Oak Capital LLC | 33,898 | $15.4M | 1.86% | +3,988+13.3% | Added |
| State of Michigan Retirement System | 33,635 | $15.3M | 0.09% | 00.0% | Unchanged |
| Azora Capital LP | 33,506 | $15.2M | 1.03% | +33,506 | New |
| Marks Group Wealth Management, Inc | 32,850 | $14.9M | 1.44% | +1,285+4.1% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 32,959 | $14.8M | 0.05% | −1,621−4.7% | Reduced |
| New York State Teachers Retirement System | 31,705 | $14.4M | 0.03% | −1,005−3.1% | Reduced |
| Bath Savings Trust Co | 30,887 | $14.0M | 1.45% | −635−2.0% | Reduced |
| Standard Life Aberdeen plc | 30,575 | $13.8M | 0.03% | −44,501−59.3% | Reduced |
| Baird Financial Group, Inc. | 28,931 | $13.2M | 0.03% | +1,066+3.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 28,394 | $12.9M | 0.03% | −1,469−4.9% | Reduced |
| National Bank of Canada | 28,364 | $12.9M | 0.02% | −2,855−9.1% | Reduced |
| The PNC Financial Services Group, Inc. | 27,472 | $12.5M | 0.01% | −223−0.8% | Reduced |
| Prana Capital Management, LP | 27,458 | $12.5M | 0.51% | +25,647+1,416.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 26,838 | $12.0M | 0.13% | −902−3.3% | Reduced |
| Freestone Grove Partners LP | 26,428 | $12.0M | 0.12% | +25,624+3,187.1% | Added |
| Voya Investment Management LLC | 26,418 | $12.0M | 0.01% | −450−1.7% | Reduced |
| Aviva PLC | 26,218 | $11.9M | 0.03% | +3,296+14.4% | Added |
| Canoe Financial LP | 26,155 | $11.9M | 0.19% | +500+1.9% | Added |