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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
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH1,090$336.0K0.03%––
Raymond James Trust N.A.1,084$335.0K0.01%––
BI Asset Management Fondsmaeglerselskab A/S1,087$335.0K0.01%––
Dumont & Blake Investment Advisors LLC1,080$333.0K0.10%––
HM Payson & Co1,070$330.0K0.01%––
Alhambra Investment Partners LLC1,070$330.0K0.27%––
Covenant Partners, LLC1,066$329.0K0.13%––
Alps Advisors Inc1,067$329.0K0.00%––
Caxton Associates LP1,062$328.0K0.03%––
EP Wealth Advisors, LLC1,060$327.0K0.01%––
Bellevue Group AG1,050$324.0K0.00%––
Redpoint Investment Management Pty Ltd1,022$315.0K0.03%––
Coldstream Capital Management Inc1,010$312.0K0.02%––
Birch Hill Investment Advisors LLC1,012$312.0K0.02%––
Miracle Mile Advisors, LLC1,000$309.0K0.02%––
Bayesian Capital Management, LP1,000$309.0K0.07%––
Silver Lake Advisory, LLC981$303.0K0.15%––
Mackenzie Financial Corp970$299.0K0.00%––
Pearl River Capital, LLC937$289.0K0.09%––
Caisse de Depot Et Placement du Quebec925$285.0K0.00%––
Prelude Capital Management, LLC919$284.0K0.02%––
Symmetry Partners, LLC920$284.0K0.02%––
Procyon Private Wealth Partners, LLC921$284.0K0.13%––
Rowland & Co Investment Counsel910$280.8K0.07%––
Yorktown Management & Research Co Inc900$278.0K0.23%––
Beacon Investment Advisory Services, Inc.864$267.0K0.01%––
Quantitative Investment Management, LLC864$266.0K0.02%––
Kestra Private Wealth Services, LLC855$264.0K0.02%––
Catalyst Capital Advisors LLC845$261.0K0.01%––
Edmond de Rothschild Holding S.A.843$260.0K0.01%––
Great Diamond Partners, LLC836$257.0K0.08%––
Precision Wealth Strategies, LLC831$256.0K0.25%––
Spire Wealth Management828$256.0K0.01%––
Bruderman Asset Management, LLC826$255.0K0.07%––
Kingsview Wealth Management, LLC787$249.0K0.01%––
Investment Partners, Ltd.803$248.0K0.12%––
Middleton & Co Inc800$247.0K0.03%––
Advisor Partners LLC789$244.0K0.02%––
Parsons Capital Management Inc750$231.0K0.02%––
Milestone Advisory Partners750$231.0K0.12%––
Estabrook Capital Management745$229.9K0.04%––
Meeder Asset Management Inc742$229.0K0.01%––
Bridgewater Associates, LP743$229.0K0.00%––
CIBC World Markets Inc.741$229.0K0.00%––
O'Shaughnessy Asset Management, LLC744$229.0K0.01%––
Dai-Ichi Life Insurance Company, Ltd743$229.0K0.00%––
Paces Ferry Wealth Advisors, LLC732$226.0K0.20%––
Nachman Norwood & Parrott, Inc710$219.0K0.02%––
Vontobel Holding Ltd.702$217.0K0.00%––
AMG National Trust Bank697$215.0K0.01%––
Seelaus Asset Management LLC690$213.0K0.14%––
Hall Laurie J Trustee666$206.0K0.08%––
Crawford Investment Counsel Inc662$204.0K0.00%––
Ameritas Investment Company, LLC659$203.4K0.02%––
Assenagon Asset Management S.A.659$203.0K0.00%––
Strategy Asset Managers LLC651$201.0K0.05%––
Navellier & Associates Inc649$200.0K0.04%––
Vestcor Inc643$198.0K0.01%––
Fifth Third Bancorp593$183.0K0.00%––
Natixis Investment Managers International596$183.0K0.01%––
Caldwell Trust Co584$180.2K0.03%––
Ci Investments Inc.556$172.0K0.00%––
Delta Asset Management LLC530$164.0K0.02%––
Capco Asset Management, LLC525$162.0K0.05%––
Benjamin F. Edwards & Company, Inc.499$154.0K0.01%––
KB Financial Partners, LLC500$154.0K0.07%––
Sage Private Wealth Group, LLC495$153.0K0.26%––
Farmers & Merchants Investments Inc437$135.0K0.01%––
Livforsakringsbolaget Skandia, Omsesidigt400$123.0K0.01%––
PrairieView Partners, LLC400$123.0K0.02%––
Ellis Investment Partners, LLC375$116.0K0.03%––
Ossiam359$111.0K0.00%––
Harbor Investment Advisory, LLC350$108.0K0.02%––
CWM, LLC290$97.0K0.00%––
NuWave Investment Management, LLC300$93.0K0.12%––
Covington Capital Management297$92.0K0.00%––
First Horizon Advisors, Inc.286$88.0K0.01%––
Signaturefd, LLC265$82.0K0.00%––
IFP Advisors, Inc255$77.0K0.00%––
Wolff Wiese Magana LLC248$77.0K0.06%––
Riverview Trust Co233$72.0K0.08%––
Global Retirement Partners, LLC190$59.0K0.01%––
Liberty Wealth Management LLC190$59.0K0.03%––
Swedbank AB185$57.1K0.00%––
Huntington National Bank167$52.0K0.00%––
Fuller & Thaler Asset Management, Inc.170$52.0K0.00%––
Standard Family Office LLC157$48.0K0.01%––
Brown Brothers Harriman & Co153$47.0K0.00%––
Key Financial Inc140$43.0K0.03%––
American Portfolios Advisors135$41.7K0.00%––
Fieldpoint Private Securities, LLC133$41.0K0.01%––
Column Capital Advisors, LLC131$40.0K0.01%––
Goodwin Investment Advisory125$39.0K0.05%––
Sandy Spring Bank124$38.0K0.00%––
Archer Investment Corp120$37.0K0.02%––
Valeo Financial Advisors, LLC120$37.0K0.00%––
Front Row Advisors LLC120$37.0K0.02%––
Lenox Wealth Advisors, LLC105$32.0K0.00%––
American Research & Management Co.100$31.0K0.01%––
Parallel Advisors, LLC99$31.0K0.00%––