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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 767 | $9.22B |
| Q1 2026 | 726 | $8.21B |
| Q4 2025 | 798 | $10.6B |
| Q3 2025 | 775 | $10.6B |
| Q2 2025 | 837 | $15.9B |
| Q1 2025 | 828 | $16.2B |
| Q4 2024 | 847 | $17.2B |
| Q3 2024 | 833 | $16.5B |
| Q2 2024 | 807 | $14.6B |
| Q1 2024 | 782 | $15.9B |
| Q4 2023 | 775 | $16.5B |
| Q3 2023 | 733 | $15.2B |
| Q2 2023 | 737 | $13.7B |
| Q1 2023 | 723 | $14.0B |
| Q4 2022 | 743 | $13.5B |
| Q3 2022 | 692 | $13.8B |
| Q2 2022 | 693 | $13.0B |
| Q1 2022 | 704 | $14.8B |
| Q4 2021 | 695 | $16.5B |
| Q3 2021 | 621 | $13.1B |
| Q2 2021 | 595 | $11.1B |
| Q1 2021 | 577 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 71 | $33.9K | 0.00% | −8−10.1% | Reduced |
| Hartford Financial Management Inc. | 75 | $35.8K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 80 | $38.2K | 0.02% | −2−2.4% | Reduced |
| DT Investment Partners, LLC | 80 | $38.3K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 81 | $38.6K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 81 | $38.6K | 0.02% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 83 | $39.6K | 0.00% | +34+69.4% | Added |
| Baldwin Brothers Inc | 85 | $40.5K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 92 | $43.9K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 94 | $44.0K | 0.00% | +32+51.6% | Added |
| Rakuten Investment Management, Inc. | 94 | $44.8K | 0.00% | +94 | New |
| First Community Trust NA | 100 | $47.7K | 0.05% | 00.0% | Unchanged |
| Alta Advisers Ltd | 100 | $47.7K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 103 | $49.1K | 0.01% | +103 | New |
| Compass Wealth Management LLC | 103 | $49.1K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 106 | $50.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 121 | $57.7K | 0.00% | +4+3.4% | Added |
| Sandy Spring Bank | 136 | $64.9K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 141 | $65.2K | 0.00% | +38+36.9% | Added |
| Lummis Asset Management, LP | 140 | $66.8K | 0.05% | +140 | New |
| Bruce G. Allen Investments, LLC | 145 | $69.2K | 0.06% | +145 | New |
| Federated Hermes, Inc. | 146 | $69.6K | 0.00% | +146 | New |
| Clean Yield Group | 150 | $71.6K | 0.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 153 | $73.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 155 | $73.9K | 0.00% | +29+23.0% | Added |
| Principal Securities, Inc. | 160 | $76.3K | 0.00% | +160 | New |
| Citadel Advisors LLC | 167 | $79.7K | 0.00% | −9,636−98.3% | Reduced |
| Proequities, Inc. | 168 | $80.1K | 0.01% | +25+17.5% | Added |
| Farther Finance Advisors, LLC | 176 | $84.0K | 0.01% | −1−0.6% | Reduced |
| Larson Financial Group LLC | 178 | $84.9K | 0.01% | +86+93.5% | Added |
| Huntington National Bank | 179 | $85.4K | 0.00% | −6−3.2% | Reduced |
| Atticus Wealth Management, LLC | 182 | $86.8K | 0.03% | 00.0% | Unchanged |
| West Tower Group, LLC | 183 | $87.3K | 0.18% | +183 | New |
| Swedbank AB | 185 | $88.3K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 195 | $93.0K | 0.00% | −25−11.4% | Reduced |
| American National Bank | 199 | $94.9K | 0.01% | +81+68.6% | Added |
| Sentry Investment Management LLC | 201 | $96.0K | 0.04% | −22−9.9% | Reduced |
| Quadrant Capital Group LLC | 206 | $98.3K | 0.01% | −4−1.9% | Reduced |
| Planned Solutions, Inc. | 220 | $105.0K | 0.05% | +220 | New |
| Addison Advisors LLC | 225 | $107.3K | 0.04% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 231 | $110.2K | 0.01% | −31−11.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 235 | $112.1K | 0.00% | −4−1.7% | Reduced |
| Capital Advisors, Ltd. LLC | 242 | $115.0K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 244 | $116.4K | 0.05% | +19+8.4% | Added |
| Twin Tree Management, LP | 244 | $116.4K | 0.00% | +60+32.6% | Added |
| First Horizon Advisors, Inc. | 283 | $135.0K | 0.00% | −9−3.1% | Reduced |
| MCF Advisors LLC | 284 | $135.5K | 0.01% | +20+7.6% | Added |
| Ronald Blue Trust, Inc. | 311 | $136.0K | 0.00% | +226+265.9% | Added |
| Icon Wealth Advisors, LLC | 301 | $143.6K | 0.01% | +301 | New |
| Natixis Investment Managers International | 327 | $156.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 328 | $156.0K | 0.00% | +32+10.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 338 | $161.0K | 0.00% | +14+4.3% | Added |
| Penserra Capital Management LLC | 345 | $163.0K | 0.00% | −68−16.5% | Reduced |
| Kapitalo Investimentos Ltda | 350 | $167.0K | 0.03% | +86+32.6% | Added |
| Caldwell Trust Co | 357 | $170.3K | 0.02% | 00.0% | Unchanged |
| Tobam | 366 | $175.0K | 0.02% | +201+121.8% | Added |
| Signaturefd, LLC | 375 | $178.9K | 0.00% | +23+6.5% | Added |
| JFS Wealth Advisors, LLC | 380 | $181.3K | 0.02% | −23−5.7% | Reduced |
| Annapolis Financial Services, LLC | 391 | $186.5K | 0.05% | +122+45.4% | Added |
| Parallel Advisors, LLC | 399 | $190.5K | 0.01% | +80+25.1% | Added |
| PrairieView Partners, LLC | 400 | $191.0K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 411 | $196.1K | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 420 | $200.4K | 0.00% | −76−15.3% | Reduced |
| PFW Advisors LLC | 422 | $201.3K | 0.06% | +422 | New |
| HB Wealth Management, LLC | 423 | $201.8K | 0.00% | −73−14.7% | Reduced |
| Empowered Funds, LLC | 424 | $202.3K | 0.01% | +424 | New |
| Siemens Fonds Invest GmbH | 424 | $202.3K | 0.02% | +424 | New |
| Quest Partners LLC | 429 | $204.7K | 0.04% | +429 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 429 | $204.7K | 0.04% | +429 | New |
| Lido Advisors, LLC | 429 | $204.7K | 0.00% | +429 | New |
| LCNB Corp | 431 | $205.6K | 0.08% | +431 | New |
| Oppenheimer & Co Inc | 433 | $206.6K | 0.00% | +433 | New |
| Sage Private Wealth Group, LLC | 433 | $206.9K | 0.18% | −113−20.7% | Reduced |
| J. W. Coons Advisors, LLC | 435 | $207.5K | 0.06% | +435 | New |
| Trust Asset Management LLC | 439 | $209.4K | 0.02% | +439 | New |
| Cassaday & Co Wealth Management LLC | 442 | $210.9K | 0.01% | +442 | New |
| Bessemer Group Inc | 441 | $211.0K | 0.00% | −8,130−94.9% | Reduced |
| Wedbush Securities Inc | 448 | $214.0K | 0.01% | −50−10.0% | Reduced |
| Outlook Wealth Advisors, LLC | 449 | $214.2K | 0.07% | +449 | New |
| UniSuper Management Pty Ltd | 450 | $214.7K | 0.00% | +150+50.0% | Added |
| Tower Bridge Advisors | 450 | $214.7K | 0.02% | +450 | New |
| Delta Asset Management LLC | 450 | $214.7K | 0.02% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 453 | $216.0K | 0.01% | +453 | New |
| Estabrook Capital Management | 455 | $217.1K | 0.04% | 00.0% | Unchanged |
| WMS Partners, LLC | 461 | $219.9K | 0.02% | +461 | New |
| GAMMA Investing LLC | 465 | $221.3K | 0.06% | +465 | New |
| Wedmont Private Capital | 485 | $222.5K | 0.02% | +5+1.0% | Added |
| Buckingham Capital Management, Inc. | 470 | $224.2K | 0.03% | 00.0% | Unchanged |
| Savant Capital, LLC | 470 | $224.3K | 0.00% | +470 | New |
| Dynamic Advisor Solutions LLC | 492 | $224.6K | 0.01% | +492 | New |
| Phillips Wealth Planners LLC | 490 | $226.0K | 0.27% | −2−0.4% | Reduced |
| Diversified, LLC | 475 | $226.8K | 0.05% | −7−1.5% | Reduced |
| Geller Advisors LLC | 479 | $228.5K | 0.02% | +479 | New |
| Martingale Asset Management L P | 485 | $231.4K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 486 | $232.0K | 0.01% | −258−34.7% | Reduced |
| Smith Shellnut Wilson LLC | 487 | $232.3K | 0.13% | −21−4.1% | Reduced |
| Drive Wealth Management, LLC | 487 | $232.5K | 0.08% | +24+5.2% | Added |
| Tilia Fiduciary Partners, Inc. | 488 | $232.8K | 0.22% | −23−4.5% | Reduced |
| Evoke Wealth, LLC | 491 | $234.2K | 0.47% | −7,272−93.7% | Reduced |
| River Wealth Advisors LLC | 492 | $234.7K | 0.04% | −35−6.6% | Reduced |