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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.

Q4 2023 vs. Q3 2023

How the institutions holding Factset Research Systems Inc changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of FDS: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders73311775+53
Shares34.6M13.8K34.6M+15.0K (0.0%)
Value$15.2B$6.05M$16.5B+$1.35B (+8.9%)

11 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (102)

Institutions that held Factset Research Systems Inc at the end of Q4 2023 but not at the end of Q3 2023.

Showing the largest 100 of 102 by value.

Institutions new to FDS in Q4 2023
InstitutionSharesValue% of portfolio
Cookson Peirce & Co Inc18,515$8.83M0.53%
Prana Capital Management, LP17,023$8.12M0.48%
AustralianSuper Pty Ltd15,466$7.38M0.04%
Sapient Capital LLC14,587$6.96M0.18%
Bell Asset Management Ltd14,163$6.76M1.03%
Susquehanna Portfolio Strategies, LLC12,852$6.13M0.11%
Ghisallo Capital Management LLC10,500$5.01M0.52%
Entropy Technologies, LP9,760$4.66M0.86%
Sanibel Captiva Trust Company, Inc.6,634$3.16M0.12%
Degroof Petercam Asset Management5,950$2.84M0.04%
Pathstone Holdings, LLC5,362$2.56M0.01%
Los Angeles Capital Management LLC4,581$2.19M0.01%
Advisors Preferred, LLC4,375$2.02M0.34%
Stevens Capital Management LP4,021$1.92M0.48%
Aquatic Capital Management LLC3,640$1.74M0.04%
Quantitative Investment Management, LLC3,488$1.66M0.10%
Concurrent Investment Advisors, LLC3,462$1.65M0.08%
K.J. Harrison & Partners Inc3,250$1.55M0.26%
SRN Advisors, LLC2,880$1.37M1.23%
BKM Wealth Management, LLC2,460$1.17M0.50%
Winton Group Ltd2,224$1.06M0.08%
Duality Advisers, LP1,710$815.8K0.09%
Klein Pavlis & Peasley Financial, Inc.1,637$781.0K0.73%
Renaissance Technologies LLC1,450$692.0K0.00%
Handelsinvest Investeringsforvaltning1,204$574.0K0.23%
National Philanthropic Trust1,180$562.9K0.01%
Nixon Peabody Trust Co1,150$548.6K0.06%
Colony Group, LLC1,100$525.0K0.01%
Campbell & CO Investment Adviser LLC1,066$508.5K0.05%
World Equity Group, Inc.1,030$491.4K0.10%
GTS Securities LLC974$464.6K0.01%
MQS Management LLC932$444.6K0.25%
HighPoint Advisor Group LLC996$443.0K0.03%
Investment Management Corp of Ontario914$436.0K0.01%
Seeds Investor LLC898$428.4K0.48%
Simplex Trading, LLC888$423.0K0.01%
FJ Investments, LLC877$418.4K0.02%
Scientech Research LLC853$406.8K0.40%
Cerity Partners LLC803$382.5K0.00%
Everpar Advisors LLC795$379.3K0.18%
Nomura Holdings Inc782$373.1K0.00%
Gotham Asset Management, LLC752$358.7K0.01%
Wolverine Trading, LLC625$298.2K0.00%
CoreCap Advisors, LLC605$288.4K0.02%
Tyche Wealth Partners LLC598$285.3K0.07%
Financial Advocates Investment Management575$274.4K0.02%
Weil Company, Inc.562$268.1K0.12%
NEOS Investment Management LLC538$256.7K0.02%
Mutual Advisors, LLC530$252.9K0.01%
Glenview Trust Co520$248.1K0.01%
Profund Advisors LLC516$246.2K0.01%
Geller Advisors LLC479$228.5K0.02%
Dynamic Advisor Solutions LLC492$224.6K0.01%
Savant Capital, LLC470$224.3K0.00%
GAMMA Investing LLC465$221.3K0.06%
WMS Partners, LLC461$219.9K0.02%
Leavell Investment Management, Inc.453$216.0K0.01%
Tower Bridge Advisors450$214.7K0.02%
Outlook Wealth Advisors, LLC449$214.2K0.07%
Cassaday & Co Wealth Management LLC442$210.9K0.01%
Trust Asset Management LLC439$209.4K0.02%
J. W. Coons Advisors, LLC435$207.5K0.06%
Oppenheimer & Co Inc433$206.6K0.00%
LCNB Corp431$205.6K0.08%
Lido Advisors, LLC429$204.7K0.00%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors429$204.7K0.04%
Quest Partners LLC429$204.7K0.04%
Empowered Funds, LLC424$202.3K0.01%
Siemens Fonds Invest GmbH424$202.3K0.02%
PFW Advisors LLC422$201.3K0.06%
Icon Wealth Advisors, LLC301$143.6K0.01%
Planned Solutions, Inc.220$105.0K0.05%
West Tower Group, LLC183$87.3K0.18%
Principal Securities, Inc.160$76.3K0.00%
Federated Hermes, Inc.146$69.6K0.00%
Bruce G. Allen Investments, LLC145$69.2K0.06%
Lummis Asset Management, LP140$66.8K0.05%
CVA Family Office, LLC103$49.1K0.01%
Rakuten Investment Management, Inc.94$44.8K0.00%
Criterion Capital Advisors, LLC63$30.1K0.02%
First United Bank Trust50$23.9K0.01%
Spectrum Wealth Counsel, LLC45$21.5K0.00%
Altshuler Shaham Ltd41$19.6K0.00%
Old Point Trust & Financial Services N A33$15.7K0.01%
Rothschild Investment LLC23$11.0K0.00%
Turtle Creek Wealth Advisors, LLC21$10.0K0.00%
First PREMIER Bank15$7.00K0.00%
Kiely Wealth Advisory Group, Inc.11$5.19K0.00%
Ruedi Wealth Management, Inc.10$4.77K0.00%
Smartleaf Asset Management LLC9$4.29K0.00%
Frazier Financial Advisors, LLC8$3.82K0.00%
Private Wealth Management Group, LLC8$3.82K0.00%
Pacific Capital Wealth Advisors, Inc8$3.82K0.00%
Newbridge Financial Services Group, Inc.7$3.35K0.00%
Pineridge Advisors LLC7$3.34K0.00%
Aspect Partners, LLC6$2.86K0.00%
DiNuzzo Private Wealth, Inc.5$2.39K0.00%
Plato Investment Management Ltd3$1.43K0.00%
Dunhill Financial, LLC3$1.29K0.00%
Beaird Harris Wealth Management, LLC2$9550.00%

Sold out (49)

Institutions that held Factset Research Systems Inc at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of FDS in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Echo Street Capital Management LLC306,808$134.2M
Connor, Clark & Lunn Investment Management Ltd.10,959$4.79M
Trexquant Investment LP8,562$3.74M
IFM Investors Pty Ltd7,789$3.41M
Walleye Capital LLC5,903$2.58M
Cinctive Capital Management LP5,767$2.52M
Natixis5,188$2.27M
Vaughan Nelson Investment Management, L.P.4,650$2.03M
Graham Capital Management, L.P.3,600$1.57M
Lloyd Advisory Services, LLC.2,545$1.11M
Capstone Investment Advisors, LLC2,082$910.4K
TrimTabs Asset Management, LLC2,050$896.4K
Oversea-Chinese Banking CORP Ltd1,891$826.9K
SkyView Investment Advisors, LLC1,365$597.0K
Cubist Systematic Strategies, LLC1,267$554.0K
Wesbanco Bank Inc1,208$528.2K
DuPont Capital Management Corp1,199$524.3K
Connolly Sarah T.1,120$489.7K
Qtron Investments LLC961$420.2K
Old National Bancorp769$336.3K
Change Path, LLC765$335.0K
Optiver Holding B.V.660$288.6K
SYSTM Wealth Solutions LLC554$242.2K
Fund Management at Engine No. 1 LLC546$238.7K
United Capital Financial Advisers, LLC506$221.3K
Stokes Family Office, LLC501$219.1K
Westpac Banking Corp400$174.9K
Riverview Trust Co301$131.6K
Front Row Advisors LLC107$46.8K
Milestone Investment Advisors LLC105$45.9K
Cary Street Partner Investment Advisory LLC78$34.1K
Delos Wealth Advisors, LLC43$18.8K
Stephenson National Bank & Trust34$14.9K
Arlington Partners LLC32$14.0K
Arlington Trust Co LLC32$14.0K
GHP Investment Advisors, Inc.28$12.5K
Baker Avenue Asset Management, LP26$11.4K
WR Wealth Planners, LLC26$11.4K
Leonteq Securities AG20$8.74K
Investors Research Corp17$7.43K
Pathway Financial Advisers, LLC13$5.71K
Duncker Streett & Co Inc10$4.37K
Tradition Wealth Management, LLC9$4.00K
Moisand Fitzgerald Tamayo, LLC8$3.50K
Magnolia Capital Management Ltd7$3.00K
Sunbelt Securities, Inc.6$2.62K
Concord Wealth Partners3$1.31K
Avion Wealth3$1.00K
Crewe Advisors LLC1$438

Not filed for Q4 2023 yet (11)

Institutions that held Factset Research Systems Inc at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding FDS in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
First Republic Investment Management, Inc.3,983$1.74M
Pathstone Family Office, LLC2,945$1.29M
Advisor Partners II, LLC1,790$782.7K
Kenfarb & Co.1,585$693.0K
KB Financial Partners, LLC1,205$527.0K
Colony Group LLC1,144$500.0K
Milestone Advisory Partners750$327.9K
Icon Wealth Partners, LLC301$131.6K
Column Capital Advisors, LLC107$46.8K
Steward Financial Group LLC17$7.00K
Sutton Wealth Advisors Inc.4$1.75K