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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 2021

Institutional positions in Factset Research Systems Inc as of Mar 31, 2021. 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
577
No complete 13F data for Q4 2020
Shares held
33.5M
No complete 13F data for Q4 2020
Total value
$10.3B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 577 institutions
Q1 2021: 577 institutionsQ2 2021: 595 institutionsQ3 2021: 621 institutionsQ4 2021: 695 institutionsQ1 2022: 704 institutionsQ2 2022: 693 institutionsQ3 2022: 692 institutionsQ4 2022: 743 institutionsQ1 2023: 723 institutionsQ2 2023: 737 institutionsQ3 2023: 733 institutionsQ4 2023: 775 institutionsQ1 2024: 782 institutionsQ2 2024: 807 institutionsQ3 2024: 833 institutionsQ4 2024: 847 institutionsQ1 2025: 828 institutionsQ2 2025: 837 institutionsQ3 2025: 775 institutionsQ4 2025: 798 institutionsQ1 2026: 726 institutionsQ2 2026: 767 institutions
Value heldQ1 2021: $10.3B
Q1 2021: $10.3BQ2 2021: $11.1BQ3 2021: $13.1BQ4 2021: $16.5BQ1 2022: $14.8BQ2 2022: $13.0BQ3 2022: $13.8BQ4 2022: $13.5BQ1 2023: $14.0BQ2 2023: $13.7BQ3 2023: $15.2BQ4 2023: $16.5BQ1 2024: $15.9BQ2 2024: $14.6BQ3 2024: $16.5BQ4 2024: $17.2BQ1 2025: $16.2BQ2 2025: $15.9BQ3 2025: $10.6BQ4 2025: $10.6BQ1 2026: $8.21BQ2 2026: $9.22B
Institutions holding FDS and their total value by quarter
QuarterHoldersValue
Q2 2026767$9.22B
Q1 2026726$8.21B
Q4 2025798$10.6B
Q3 2025775$10.6B
Q2 2025837$15.9B
Q1 2025828$16.2B
Q4 2024847$17.2B
Q3 2024833$16.5B
Q2 2024807$14.6B
Q1 2024782$15.9B
Q4 2023775$16.5B
Q3 2023733$15.2B
Q2 2023737$13.7B
Q1 2023723$14.0B
Q4 2022743$13.5B
Q3 2022692$13.8B
Q2 2022693$13.0B
Q1 2022704$14.8B
Q4 2021695$16.5B
Q3 2021621$13.1B
Q2 2021595$11.1B
Q1 2021577$10.3B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Factset Research Systems Inc.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding FDS in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
First Horizon Corp3$00.00%––
Sofos Investments, Inc.0$340.00%––
Bartlett & Co. Wealth Management LLC3$9260.00%––
Enterprise Financial Services Corp2$1.00K0.00%––
Bartlett & Co. LLC3$1.00K0.00%––
Patriot Financial Group Insurance Agency, LLC4$1.00K0.00%––
Concord Wealth Partners3$1.00K0.00%––
Raffa Wealth Management, LLC5$1.54K0.00%––
Valley National Advisers Inc6$2.00K0.00%––
Clearstead Advisors, LLC6$2.00K0.00%––
Plante Moran Financial Advisors, LLC6$2.00K0.00%––
BerganKDV Wealth Management, LLC5$2.00K0.00%––
Bedel Financial Consulting, Inc.8$2.00K0.00%––
CX Institutional5$2.00K0.00%––
Winch Advisory Services, LLC10$3.00K0.00%––
Horan Securities, Inc.11$3.00K0.00%––
Brand Asset Management Group, Inc.10$3.00K0.00%––
First Manhattan Co13$4.00K0.00%––
MV Capital Management, Inc.14$4.00K0.00%––
Arlington Partners LLC15$5.00K0.00%––
FinTrust Capital Advisors, LLC16$5.00K0.00%––
Sowell Financial Services LLC14$5.00K0.00%––
Wealthcare Advisory Partners LLC17$5.00K0.00%––
Sterling Investment Advisors, Ltd.15$5.00K0.00%––
Atlas Private Wealth Advisors16$5.00K0.00%––
San Francisco Sentry Investment Group (Ca)21$6.00K0.00%––
Farmers & Merchants Trust Co of Chambersburg PA18$6.00K0.00%––
Versant Capital Management, Inc21$6.00K0.00%––
Lindbrook Capital, LLC19$6.00K0.00%––
Berman Capital Advisors, LLC23$7.00K0.00%––
CVA Family Office, LLC23$7.00K0.00%––
Harbour Investments, Inc.25$8.00K0.00%––
Ancora Advisors, LLC27$8.00K0.00%––
Johnson Financial Group, Inc.27$8.00K0.00%––
Cordasco Financial Network27$8.00K0.01%––
International Assets Investment Management, LLC24$8.00K0.00%––
Hexagon Capital Partners LLC27$8.00K0.00%––
C M Bidwell & Associates Ltd29$9.00K0.01%––
Sargent Bickham Lagudis LLC30$9.00K0.00%––
Evolution Wealth Advisors, LLC29$9.00K0.00%––
Geneos Wealth Management Inc.27$9.00K0.00%––
Piscataqua Savings Bank29$9.00K0.01%––
Salem Investment Counselors Inc32$10.0K0.00%––
JJJ Advisors Inc.31$10.0K0.00%––
Hoover Financial Advisors, Inc.29$10.0K0.00%––
Meridian Wealth Partners, LLC31$10.0K0.00%––
Creative Financial Designs Inc37$11.0K0.00%––
FormulaFolio Investments, LLC33$11.0K0.00%––
Jacobi Capital Management LLC35$11.0K0.00%––
MCF Advisors LLC39$12.0K0.00%––
MPS Loria Financial Planners, LLC45$13.0K0.01%––
Allred Capital Management, LLC44$13.4K0.01%––
Human Investing LLC44$14.0K0.00%––
JFS Wealth Advisors, LLC50$15.0K0.00%––
NEXT Financial Group, Inc55$17.0K0.00%––
Arrow Financial Corp60$19.0K0.00%––
Smithfield Trust Co62$19.0K0.00%––
Duncker Streett & Co Inc62$19.0K0.00%––
Prentice Wealth Management LLC62$19.0K0.01%––
Ogorek Anthony Joseph65$20.0K0.01%––
Glassman Wealth Services66$20.0K0.00%––
Rosenberg Matthew Hamilton64$20.0K0.01%––
TD Private Client Wealth LLC67$20.7K0.00%––
Motco67$21.0K0.00%––
Hartford Financial Management Inc.75$23.0K0.01%––
Pinebridge Investments, L.P.75$23.0K0.00%––
Carroll Financial Associates, Inc.77$23.0K0.00%––
SkyView Investment Advisors, LLC73$23.0K0.01%––
Brewin Dolphin Ltd77$23.8K0.00%––
First Quadrant L P78$24.0K0.00%––
Bessemer Group Inc80$25.0K0.00%––
Exchange Traded Concepts, LLC85$26.0K0.00%––
Penserra Capital Management LLC89$27.0K0.00%––
Quadrant Capital Group LLC91$28.0K0.00%––
Bogart Wealth, LLC92$28.0K0.00%––
Private Capital Group, LLC91$28.0K0.01%––
Gemmer Asset Management LLC94$29.0K0.00%––
American Research & Management Co.100$31.0K0.01%––
Parallel Advisors, LLC99$31.0K0.00%––
Lenox Wealth Advisors, LLC105$32.0K0.00%––
Valeo Financial Advisors, LLC120$37.0K0.00%––
Front Row Advisors LLC120$37.0K0.02%––
Archer Investment Corp120$37.0K0.02%––
Sandy Spring Bank124$38.0K0.00%––
Goodwin Investment Advisory125$39.0K0.05%––
Column Capital Advisors, LLC131$40.0K0.01%––
Fieldpoint Private Securities, LLC133$41.0K0.01%––
American Portfolios Advisors135$41.7K0.00%––
Key Financial Inc140$43.0K0.03%––
Brown Brothers Harriman & Co153$47.0K0.00%––
Standard Family Office LLC157$48.0K0.01%––
Huntington National Bank167$52.0K0.00%––
Fuller & Thaler Asset Management, Inc.170$52.0K0.00%––
Swedbank AB185$57.1K0.00%––
Global Retirement Partners, LLC190$59.0K0.01%––
Liberty Wealth Management LLC190$59.0K0.03%––
Riverview Trust Co233$72.0K0.08%––
IFP Advisors, Inc255$77.0K0.00%––
Wolff Wiese Magana LLC248$77.0K0.06%––
Signaturefd, LLC265$82.0K0.00%––