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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
Blair William & Co3,002$926.0K0.00%––
Spinnaker Trust2,922$901.0K0.07%––
Panagora Asset Management Inc2,874$887.0K0.00%––
Maryland State Retirement & Pension System2,840$876.0K0.03%––
Legal Advantage Investments, Inc.2,800$864.0K0.65%––
Cambridge Investment Research Advisors, Inc.2,794$862.0K0.00%––
Paloma Partners Management Co2,726$841.0K0.02%––
National Pension Service2,722$840.0K0.00%––
STRS Ohio2,701$833.0K0.00%––
Seeyond2,675$825.0K0.08%––
Mirabella Financial Services LLP2,626$810.0K0.25%––
Mission Wealth Management, LP2,614$807.0K0.05%––
Connable Office Inc2,575$795.0K0.12%––
Whittier Trust Co of Nevada Inc2,555$788.0K0.04%––
Coastal Capital Group, Inc.2,477$764.0K0.20%––
AdvisorNet Financial, Inc2,388$737.0K0.05%––
American Century Companies Inc2,382$735.0K0.00%––
Profund Advisors LLC2,380$734.0K0.03%––
Eqis Capital Management, Inc.2,362$729.0K0.06%––
Snowden Capital Advisors LLC2,326$717.8K0.04%––
Tributary Capital Management, LLC2,300$710.0K0.06%––
Naples Global Advisors, LLC2,292$707.0K0.11%––
Ninety One SA (PTY) Ltd2,250$694.0K0.26%––
Argent Capital Management LLC2,200$679.0K0.02%––
Sumitomo Mitsui DS Asset Management Company, Ltd2,194$677.0K0.02%––
Henshaw Capital LLC2,163$667.4K0.04%––
Shelton Capital Management2,145$662.0K0.02%––
Davenport & Co LLC2,135$659.0K0.01%––
Mercer Global Advisors Inc2,121$654.0K0.01%––
TrimTabs Asset Management, LLC1,982$645.0K0.33%––
FDx Advisors, Inc.2,081$642.0K0.02%––
First Hawaiian Bank2,077$641.0K0.03%––
Conestoga Capital Advisors, LLC2,066$638.0K0.01%––
GWM Advisors LLC2,041$630.0K0.02%––
Donoghue Forlines LLC2,036$628.0K0.12%––
FourThought Financial, LLC2,009$619.0K0.09%––
McDonald Partners LLC1,980$611.0K0.16%––
Stock Yards Bank & Trust Co1,969$607.0K0.04%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1,921$592.0K0.06%––
Valmark Advisers, Inc.1,911$590.0K0.01%––
Institute for Wealth Management, LLC.1,902$587.0K0.11%––
Creative Planning1,883$581.0K0.00%––
Glenmede Trust Co NA1,883$580.0K0.00%––
Stratos Wealth Partners, LTD.1,853$572.0K0.02%––
Cresset Asset Management, LLC1,828$564.0K0.01%––
Sound Financial Strategies Group, LLC1,816$560.0K0.29%––
Mattern Wealth Management LLC1,794$554.0K0.20%––
Northwest Investment Counselors, LLC1,792$553.0K0.16%––
E. Ohman J:or Asset Management AB1,754$541.3K0.02%––
OPSEU Pension Plan Trust Fund1,671$525.0K0.14%––
Mitsubishi UFJ Asset Management (UK) Ltd.1,700$525.0K0.23%––
LS Investment Advisors, LLC1,682$519.0K0.03%––
Cetera Investment Advisers1,572$485.0K0.01%––
World Asset Management Inc1,380$464.0K0.04%––
Anchor Capital Advisors LLC1,500$463.0K0.01%––
Fort Washington Investment Advisors Inc1,501$463.0K0.00%––
GYL Financial Synergies, LLC1,500$463.0K0.25%––
Montanaro Asset Management Ltd1,500$463.0K0.07%––
Shepherd Financial Partners LLC1,493$461.0K0.10%––
Mayflower Financial Advisors, LLC1,493$461.0K0.07%––
Wesbanco Bank Inc1,474$455.0K0.02%––
Cigna Investments Inc1,472$454.0K0.03%––
Natixis1,461$451.0K0.00%––
Twinbeech Capital LP1,461$451.0K0.07%––
Magnetar Financial LLC1,458$450.0K0.00%––
MML Investors Services, LLC1,423$439.0K0.00%––
CIBC Asset Management Inc1,413$436.0K0.00%––
Koshinski Asset Management, Inc.1,388$428.0K0.05%––
Roberts Glore & Co Inc1,373$424.0K0.13%––
Verition Fund Management LLC1,357$419.0K0.01%––
Paradigm Asset Management Co LLC1,350$416.6K0.11%––
Connolly Sarah T.1,330$410.0K0.36%––
Oppenheimer Asset Management Inc.1,323$407.0K0.01%––
Hurlow Wealth Management Group, Inc.1,306$403.0K0.29%––
Teza Capital Management LLC1,304$402.0K0.08%––
Banque Cantonale Vaudoise1,300$402.0K0.02%––
Lincoln National Corp1,280$395.0K0.01%––
Douglass Winthrop Advisors, LLC1,274$393.0K0.01%––
Captrust Financial Advisors1,269$392.0K0.00%––
D.B. Root & Company, LLC1,269$391.0K0.15%––
Colony Group LLC1,262$389.0K0.01%––
Davy Global Fund Management Ltd1,257$388.0K0.07%––
IBM Retirement Fund1,253$387.0K0.03%––
ETF Managers Group, LLC1,226$382.0K0.01%––
Greenwood Capital Associates LLC1,221$377.0K0.06%––
KCM Investment Advisors LLC1,213$374.0K0.02%––
Centiva Capital, LP1,212$374.0K0.05%––
Optimal Asset Management, Inc.1,202$371.0K0.05%––
Private Advisor Group, LLC1,199$370.0K0.00%––
Veritable, L.P.1,194$368.0K0.01%––
B. Metzler seel. Sohn & Co. Holding AG1,181$364.0K0.01%––
Northwestern Mutual Wealth Management Co1,166$359.0K0.00%––
Tudor Investment Corp Et Al1,149$355.0K0.01%––
MAI Capital Management1,142$352.0K0.01%––
Seascape Capital Management1,128$348.0K0.19%––
Quantitative Systematic Strategies LLC1,118$345.0K0.05%––
Curated Wealth Partners LLC1,118$345.0K0.21%––
HBK Sorce Advisory LLC1,107$342.0K0.02%––
Smith Shellnut Wilson LLC1,096$338.0K0.21%––
D.A. Davidson & Co.1,096$338.0K0.00%––