Skip to main content
Livermore
Livermore
ZHEN

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, Q4 2023

Institutional positions in Factset Research Systems Inc as of Dec 31, 2023. 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
775
+53 vs. Q3 2023
Shares held
34.6M
+15.0K (0.0%) vs. Q3 2023
Total value
$16.5B
+$1.35B (+8.9%) vs. Q3 2023
New holders
102
250 more added
Sold out
49
276 more reduced

11 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: 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.

Institutional holdersQ4 2023: 775 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 heldQ4 2023: $16.5B
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, Q4 2023

Shares, value and share of portfolio for each institution holding Factset Research Systems Inc; share changes are against Q3 2023.

Institutions holding FDS in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$20.00%0New
Zions Bancorporation, N.A.1$4770.00%00.0%Unchanged
Harbour Investments, Inc.1$4770.00%+1New
TFC Financial Management1$4780.00%00.0%Unchanged
PEAK6 Investments LLC2$7430.00%−589−99.7%Reduced
PSI Advisors, LLC2$9540.00%00.0%Unchanged
SRS Capital Advisors, Inc.2$9550.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC2$9550.00%+2New
Dunhill Financial, LLC3$1.29K0.00%+3New
Highline Wealth Partners LLC3$1.43K0.00%00.0%Unchanged
Plato Investment Management Ltd3$1.43K0.00%+3New
Jackson, Grant Investment Advisers, Inc.4$1.91K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC4$1.91K0.00%00.0%Unchanged
Asset Dedication, LLC6$2.00K0.00%00.0%Unchanged
AdvisorNet Financial, Inc5$2.38K0.00%00.0%Unchanged
Raffa Wealth Management, LLC5$2.38K0.00%00.0%Unchanged
Sound Income Strategies, LLC5$2.38K0.00%+3+150.0%Added
Lee Financial Co5$2.39K0.00%00.0%Unchanged
Bell Investment Advisors, Inc5$2.39K0.00%+1+25.0%Added
DiNuzzo Private Wealth, Inc.5$2.39K0.00%+5New
Aspect Partners, LLC6$2.86K0.00%+6New
Armstrong Advisory Group, Inc6$2.86K0.00%00.0%Unchanged
NBC Securities, Inc.8$3.00K0.00%00.0%Unchanged
City State Bank7$3.00K0.00%00.0%Unchanged
Pineridge Advisors LLC7$3.34K0.00%+7New
Newbridge Financial Services Group, Inc.7$3.35K0.00%+7New
SOA Wealth Advisors, LLC.8$3.82K0.00%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc8$3.82K0.00%+8New
Montag A & Associates Inc8$3.82K0.00%00.0%Unchanged
Toth Financial Advisory Corp8$3.82K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC8$3.82K0.00%+8New
Private Wealth Management Group, LLC8$3.82K0.00%+8New
Raleigh Capital Management Inc.8$3.85K0.00%00.0%Unchanged
Smartleaf Asset Management LLC9$4.29K0.00%+9New
Gradient Investments LLC9$4.29K0.00%00.0%Unchanged
Northwest Capital Management Inc9$4.29K0.00%00.0%Unchanged
Geneos Wealth Management Inc.9$4.29K0.00%+3+50.0%Added
Abound Wealth Management9$4.30K0.00%00.0%Unchanged
Wolff Wiese Magana LLC10$4.77K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.10$4.77K0.00%+10New
Carolinas Wealth Consulting LLC10$4.80K0.00%00.0%Unchanged
Winch Advisory Services, LLC10$4.84K0.00%00.0%Unchanged
Kiely Wealth Advisory Group, Inc.11$5.19K0.00%+11New
Creative Financial Designs Inc12$5.72K0.00%00.0%Unchanged
PFS Partners, LLC12$5.75K0.00%00.0%Unchanged
Cambridge Trust Co13$6.20K0.00%00.0%Unchanged
Centennial Bank13$6.20K0.00%00.0%Unchanged
First PREMIER Bank15$7.00K0.00%+15New
FinTrust Capital Advisors, LLC16$7.63K0.00%00.0%Unchanged
GW&K Investment Management, LLC17$8.00K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC20$9.54K0.00%00.0%Unchanged
Tortoise Investment Management, LLC21$10.0K0.00%00.0%Unchanged
Turtle Creek Wealth Advisors, LLC21$10.0K0.00%+21New
SJS Investment Consulting Inc.22$10.5K0.00%−2−8.3%Reduced
Evermay Wealth Management LLC22$10.5K0.00%00.0%Unchanged
Hexagon Capital Partners LLC22$10.5K0.00%+2+10.0%Added
Rothschild Investment LLC23$11.0K0.00%+23New
Umb Bank N A27$12.9K0.00%00.0%Unchanged
Assetmark, Inc27$12.9K0.00%+1+3.8%Added
West Branch Capital LLC28$13.4K0.01%00.0%Unchanged
C M Bidwell & Associates Ltd29$13.8K0.01%00.0%Unchanged
Piscataqua Savings Bank29$13.8K0.01%00.0%Unchanged
Johnson Financial Group, Inc.29$13.8K0.00%+2+7.4%Added
Key Financial Inc30$14.3K0.00%00.0%Unchanged
Salem Investment Counselors Inc32$15.3K0.00%−14−30.4%Reduced
McIlrath & Eck, LLC33$15.7K0.00%00.0%Unchanged
Old Point Trust & Financial Services N A33$15.7K0.01%+33New
Operose Advisors LLC34$16.2K0.01%00.0%Unchanged
Provence Wealth Management Group34$16.2K0.01%00.0%Unchanged
Colonial Trust Co34$16.2K0.00%00.0%Unchanged
Parkside Financial Bank & Trust35$16.7K0.00%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt37$17.6K0.00%00.0%Unchanged
Lindbrook Capital, LLC37$17.7K0.00%+20+117.6%Added
Centerpoint Advisors, LLC37$18.0K0.01%00.0%Unchanged
Altshuler Shaham Ltd41$19.6K0.00%+41New
Tfo-TDC, LLC43$20.5K0.00%00.0%Unchanged
GoalVest Advisory LLC44$21.0K0.01%00.0%Unchanged
Spectrum Wealth Counsel, LLC45$21.5K0.00%+45New
NVWM, LLC46$21.9K0.01%−2−4.2%Reduced
MV Capital Management, Inc.47$22.4K0.00%+1+2.2%Added
Thompson Investment Management, Inc.48$22.9K0.00%00.0%Unchanged
First United Bank Trust50$23.9K0.01%+50New
Arrow Financial Corp51$24.3K0.00%−9−15.0%Reduced
TD Waterhouse Canada Inc.52$24.6K0.00%00.0%Unchanged
JJJ Advisors Inc.52$24.8K0.01%00.0%Unchanged
Valley National Advisers Inc53$25.0K0.00%00.0%Unchanged
LGT Financial Advisors LLC57$27.2K0.03%00.0%Unchanged
Strategic Investment Solutions, Inc.58$27.7K0.00%−3,596−98.4%Reduced
CarsonAllaria Wealth Management, Ltd.60$28.8K0.02%00.0%Unchanged
IFP Advisors, Inc62$29.6K0.00%−22−26.2%Reduced
Clearstead Advisors, LLC62$29.6K0.00%00.0%Unchanged
Private Trust Co NA63$30.1K0.00%−1−1.6%Reduced
Criterion Capital Advisors, LLC63$30.1K0.02%+63New
Rosenberg Matthew Hamilton64$30.4K0.01%00.0%Unchanged
Glassman Wealth Services64$30.5K0.00%−1−1.5%Reduced
Ogorek Anthony Joseph65$31.0K0.01%00.0%Unchanged
Covestor Ltd65$31.0K0.02%+10+18.2%Added
Motco67$32.0K0.00%−3−4.3%Reduced
Bokf, NA68$32.4K0.00%−177−72.2%Reduced
Quent Capital, LLC69$32.7K0.00%+3+4.5%Added