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 |
|---|---|---|---|---|---|
| Wendell David Associates Inc | 25,767 | $11.7M | 1.17% | −4,210−14.0% | Reduced |
| State of Wisconsin Investment Board | 25,739 | $11.7M | 0.03% | +609+2.4% | Added |
| Arrowstreet Capital, Limited Partnership | 25,488 | $11.6M | 0.01% | +13,240+108.1% | Added |
| AQR Capital Management LLC | 25,022 | $11.3M | 0.01% | −3,425−12.0% | Reduced |
| New York State Common Retirement Fund | 24,627 | $11.2M | 0.02% | −13,300−35.1% | Reduced |
| APG Asset Management N.V. | 26,300 | $11.1M | 0.03% | −200−0.8% | Reduced |
| Manufacturers Life Insurance Company, The | 24,020 | $10.9M | 0.01% | −371−1.5% | Reduced |
| Pictet Asset Management Holding SA | 23,720 | $10.8M | 0.01% | +864+3.8% | Added |
| Interval Partners, LP | 23,369 | $10.6M | 0.38% | +3,007+14.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 22,983 | $10.4M | 0.03% | −1,703−6.9% | Reduced |
| TD Asset Management Inc | 22,732 | $10.3M | 0.01% | −26−0.1% | Reduced |
| Franklin Resources Inc | 22,328 | $10.2M | 0.00% | +1,560+7.5% | Added |
| Kennedy Capital Management, Inc. | 22,241 | $10.1M | 0.24% | −1,870−7.8% | Reduced |
| Truist Financial Corp | 22,199 | $10.1M | 0.02% | −906−3.9% | Reduced |
| Victory Capital Management Inc | 21,957 | $9.98M | 0.01% | −4,992−18.5% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 20,320 | $9.24M | 0.03% | +90.0% | Added |
| Whittier Trust Co | 20,283 | $9.22M | 0.13% | +721+3.7% | Added |
| Prudential Financial Inc | 19,969 | $9.08M | 0.01% | −149−0.7% | Reduced |
| Thrivent Financial for Lutherans | 19,679 | $8.95M | 0.02% | −112−0.6% | Reduced |
| Mattern Capital Management, LLC | 19,642 | $8.93M | 1.14% | +169+0.9% | Added |
| Great West Life Assurance Co | 19,589 | $8.91M | 0.02% | +1,364+7.5% | Added |
| JGP Wealth Management, LLC | 18,504 | $8.41M | 1.11% | −2,309−11.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 18,732 | $8.41M | 0.03% | −82−0.4% | Reduced |
| Danske Bank A/S | 18,359 | $8.35M | 0.03% | −4,136−18.4% | Reduced |
| TownSquare Capital, LLC | 18,350 | $8.34M | 0.09% | −7,021−27.7% | Reduced |
| Papp L Roy & Associates | 18,308 | $8.32M | 1.02% | −545−2.9% | Reduced |
| Norges Bank | 18,258 | $8.30M | 0.00% | −7,002−27.7% | Reduced |
| Ensign Peak Advisors, Inc | 17,831 | $8.11M | 0.02% | −3,223−15.3% | Reduced |
| Korea Investment CORP | 17,526 | $7.97M | 0.02% | +3,300+23.2% | Added |
| Treasurer of the State of North Carolina | 17,400 | $7.91M | 0.03% | −3,689−17.5% | Reduced |
| ExodusPoint Capital Management, LP | 17,172 | $7.81M | 0.10% | +2,061+13.6% | Added |
| Yousif Capital Management, LLC | 17,017 | $7.74M | 0.09% | +12,391+267.9% | Added |
| Sanctuary Advisors, LLC | 16,768 | $7.62M | 0.05% | −334−2.0% | Reduced |
| Willis Investment Counsel | 16,486 | $7.50M | 0.50% | −41,724−71.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,450 | $7.48M | 0.02% | +112+0.7% | Added |
| Tudor Investment Corp Et Al | 16,007 | $7.28M | 0.06% | +14,752+1,175.5% | Added |
| Resona Asset Management Co.,Ltd. | 16,041 | $7.26M | 0.04% | +4,150+34.9% | Added |
| Schonfeld Strategic Advisors LLC | 15,858 | $7.21M | 0.05% | −216−1.3% | Reduced |
| Asset Management One Co.,Ltd. | 15,749 | $7.16M | 0.02% | +1,508+10.6% | Added |
| First Trust Advisors LP | 15,745 | $7.16M | 0.01% | +6,828+76.6% | Added |
| Atria Investments LLC | 15,689 | $7.13M | 0.09% | +47+0.3% | Added |
| Gateway Investment Advisers LLC | 15,334 | $6.97M | 0.08% | −27−0.2% | Reduced |
| Gabelli Funds LLC | 15,230 | $6.92M | 0.05% | +10,730+238.4% | Added |
| Toronto Dominion Bank | 15,094 | $6.86M | 0.02% | −5,638−27.2% | Reduced |
| Heartland Advisors Inc | 14,929 | $6.79M | 0.39% | +14,929 | New |
| Mediolanum International Funds Ltd | 14,949 | $6.71M | 0.09% | −8,769−37.0% | Reduced |
| AdvisorShares Investments LLC | 14,508 | $6.63M | 1.30% | −135−0.9% | Reduced |
| Public Employees Retirement System of Ohio | 14,178 | $6.45M | 0.02% | −2,051−12.6% | Reduced |
| Mariner, LLC | 14,074 | $6.40M | 0.01% | −1,475−9.5% | Reduced |
| Adage Capital Partners GP, L.L.C. | 14,000 | $6.36M | 0.01% | −17,300−55.3% | Reduced |
| AXA S.A. | 13,911 | $6.32M | 0.02% | −3,423−19.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 13,805 | $6.28M | 0.06% | +121+0.9% | Added |
| Mn Services Vermogensbeheer B.V. | 13,800 | $6.27M | 0.05% | −1,100−7.4% | Reduced |
| Beck Bode, LLC | 13,740 | $6.25M | 1.16% | −141−1.0% | Reduced |
| Kempen Capital Management N.V. | 13,636 | $6.20M | 0.06% | +1,623+13.5% | Added |
| Credit Agricole S A | 13,603 | $6.18M | 0.02% | −691−4.8% | Reduced |
| Squarepoint Ops LLC | 13,459 | $6.12M | 0.01% | +10,999+447.1% | Added |
| CIBC Asset Management Inc | 13,376 | $6.08M | 0.02% | +7,574+130.5% | Added |
| Forsta Ap-Fonden | 12,900 | $5.86M | 0.04% | +2,800+27.7% | Added |
| State of Alaska, Department of Revenue | 12,880 | $5.86M | 0.07% | +120+0.9% | Added |
| Erste Asset Management GmbH | 12,873 | $5.81M | 0.07% | −849−6.2% | Reduced |
| KLP Kapitalforvaltning AS | 12,600 | $5.73M | 0.03% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 12,468 | $5.67M | 0.02% | −942−7.0% | Reduced |
| Comerica Bank | 12,419 | $5.65M | 0.02% | +1,403+12.7% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 12,296 | $5.59M | 0.03% | +107+0.9% | Added |
| Hendershot Investments Inc. | 12,110 | $5.51M | 0.75% | +38+0.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 12,109 | $5.50M | 0.06% | +10,792+819.4% | Added |
| State of New Jersey Common Pension Fund D | 11,939 | $5.43M | 0.02% | −1,392−10.4% | Reduced |
| Core Alternative Capital | 11,494 | $5.23M | 1.26% | −2,391−17.2% | Reduced |
| American Century Companies Inc | 11,374 | $5.17M | 0.00% | −4,119−26.6% | Reduced |
| Advisor Group Holdings, Inc. | 11,322 | $5.16M | 0.01% | −674−5.6% | Reduced |
| Commerce Bank | 11,289 | $5.13M | 0.03% | +187+1.7% | Added |
| JLB & Associates Inc | 11,236 | $5.11M | 0.71% | −150−1.3% | Reduced |
| Kornitzer Capital Management Inc | 11,144 | $5.07M | 0.10% | −30.0% | Reduced |
| Nisa Investment Advisors, LLC | 11,082 | $5.04M | 0.03% | −1,121−9.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 11,040 | $5.02M | 0.01% | +154+1.4% | Added |
| Banco Santander, S.A. | 11,023 | $5.01M | 0.06% | +1,997+22.1% | Added |
| Arizona State Retirement System | 10,998 | $5.00M | 0.03% | −50−0.5% | Reduced |
| GHP Investment Advisors, Inc. | 10,906 | $4.96M | 0.24% | +10,878+38,850.0% | Added |
| Storebrand Asset Management AS | 10,891 | $4.95M | 0.02% | −5,320−32.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 10,828 | $4.92M | 0.12% | +447+4.3% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 10,739 | $4.88M | 0.06% | −1,900−15.0% | Reduced |
| Regions Financial Corp | 10,616 | $4.83M | 0.04% | −115−1.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 10,583 | $4.81M | 0.02% | +1,207+12.9% | Added |
| State of Tennessee, Treasury Department | 10,559 | $4.80M | 0.02% | −266−2.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 10,515 | $4.78M | 0.12% | +4,809+84.3% | Added |
| MetLife Investment Management | 10,464 | $4.76M | 0.03% | −187−1.8% | Reduced |
| Jensen Investment Management Inc | 10,400 | $4.73M | 0.05% | −1,600−13.3% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 10,214 | $4.64M | 0.67% | +201+2.0% | Added |
| Public Sector Pension Investment Board | 10,193 | $4.63M | 0.02% | +328+3.3% | Added |
| M&T Bank Corp | 10,160 | $4.62M | 0.02% | −1,738−14.6% | Reduced |
| Handelsbanken Fonder AB | 10,051 | $4.57M | 0.02% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 9,997 | $4.55M | 0.00% | −37,786−79.1% | Reduced |
| Commonwealth Equity Services, LLC | 9,861 | $4.48M | 0.01% | −474−4.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 9,544 | $4.34M | 0.03% | +873+10.1% | Added |
| DekaBank Deutsche Girozentrale | 9,704 | $4.33M | 0.01% | −51−0.5% | Reduced |
| US Bancorp | 9,510 | $4.32M | 0.01% | −3,049−24.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 9,485 | $4.31M | 0.02% | +99+1.1% | Added |
| Stonebridge Financial Group, LLC | 9,430 | $4.29M | 0.46% | +276+3.0% | Added |
| Corebridge Financial, Inc. | 9,127 | $4.15M | 0.02% | −307−3.3% | Reduced |