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 |
|---|---|---|---|---|---|
| One Capital Management, LLC | 493 | $235.2K | 0.01% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 499 | $238.0K | 0.06% | +9+1.8% | Added |
| Middleton & Co Inc | 500 | $238.5K | 0.03% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 500 | $238.5K | 0.04% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 500 | $238.5K | 0.04% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 507 | $241.9K | 0.00% | +33+7.0% | Added |
| Intrua Financial, LLC | 510 | $243.1K | 0.04% | −49−8.8% | Reduced |
| Bouchey Financial Group Ltd | 510 | $243.3K | 0.03% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 511 | $243.8K | 0.13% | +2+0.4% | Added |
| Symmetry Partners, LLC | 512 | $244.0K | 0.01% | −408−44.3% | Reduced |
| Moneta Group Investment Advisors LLC | 516 | $246.2K | 0.00% | −11−2.1% | Reduced |
| Profund Advisors LLC | 516 | $246.2K | 0.01% | +516 | New |
| Glenview Trust Co | 520 | $248.1K | 0.01% | +520 | New |
| Pinnacle Financial Partners Inc | 527 | $251.4K | 0.01% | +427+427.0% | Added |
| Mutual Advisors, LLC | 530 | $252.9K | 0.01% | +530 | New |
| Belpointe Asset Management LLC | 534 | $254.8K | 0.02% | −15−2.7% | Reduced |
| NEOS Investment Management LLC | 538 | $256.7K | 0.02% | +538 | New |
| Perpetual Ltd | 539 | $257.1K | 0.00% | −4−0.7% | Reduced |
| Tocqueville Asset Management L.P. | 550 | $262.4K | 0.00% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 555 | $264.8K | 0.00% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 561 | $267.6K | 0.03% | −274−32.8% | Reduced |
| Weil Company, Inc. | 562 | $268.1K | 0.12% | +562 | New |
| Harbor Investment Advisory, LLC | 566 | $270.0K | 0.03% | +11+2.0% | Added |
| Horizon Investments, LLC | 572 | $272.9K | 0.01% | +21+3.8% | Added |
| Hall Laurie J Trustee | 575 | $274.0K | 0.11% | −41−6.7% | Reduced |
| AMG National Trust Bank | 575 | $274.3K | 0.01% | 00.0% | Unchanged |
| Martin Investment Management, LLC | 575 | $274.3K | 0.08% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 575 | $274.4K | 0.02% | +575 | New |
| Tyche Wealth Partners LLC | 598 | $285.3K | 0.07% | +598 | New |
| Gabelli Funds LLC | 600 | $286.2K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 605 | $288.4K | 0.02% | +605 | New |
| Motley Fool Asset Management LLC | 616 | $293.9K | 0.02% | −72−10.5% | Reduced |
| Bennett Selby Investments LP | 616 | $294.0K | 0.15% | +1+0.2% | Added |
| Haverford Trust Co | 618 | $294.8K | 0.00% | −12−1.9% | Reduced |
| Checchi Capital Advisers, LLC | 620 | $295.8K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 620 | $295.8K | 0.09% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 625 | $298.2K | 0.28% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 625 | $298.2K | 0.00% | +625 | New |
| DoubleLine ETF Adviser LP | 626 | $298.6K | 0.09% | +38+6.5% | Added |
| Legacy Wealth Asset Management, LLC | 631 | $301.0K | 0.10% | +2+0.3% | Added |
| Paces Ferry Wealth Advisors, LLC | 639 | $304.8K | 0.21% | −1−0.2% | Reduced |
| Tiaa Trust, National Association | 640 | $305.3K | 0.00% | −18−2.7% | Reduced |
| Seelaus Asset Management LLC | 640 | $305.3K | 0.30% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 649 | $309.6K | 0.01% | +38+6.2% | Added |
| Strategy Asset Managers LLC | 654 | $311.9K | 0.07% | +2+0.3% | Added |
| Fort Washington Investment Advisors Inc | 672 | $320.6K | 0.00% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 674 | $321.5K | 0.00% | 00.0% | Unchanged |
| Greenleaf Trust | 674 | $321.5K | 0.00% | +25+3.9% | Added |
| Rowland & Co Investment Counsel | 675 | $322.0K | 0.07% | 00.0% | Unchanged |
| Apella Capital, LLC | 703 | $322.1K | 0.02% | 00.0% | Unchanged |
| Synovus Financial Corp | 684 | $326.3K | 0.00% | +16+2.4% | Added |
| Canandaigua National Bank & Trust Co | 689 | $328.7K | 0.05% | +16+2.4% | Added |
| Veriti Management LLC | 702 | $334.9K | 0.03% | +85+13.8% | Added |
| Lazard Asset Management LLC | 711 | $338.0K | 0.00% | −6,802−90.5% | Reduced |
| Vestcor Inc | 709 | $338.0K | 0.01% | −185−20.7% | Reduced |
| Sawtooth Solutions, LLC | 714 | $340.7K | 0.01% | +44+6.6% | Added |
| Bleakley Financial Group, LLC | 714 | $340.7K | 0.01% | +44+6.6% | Added |
| HBK Sorce Advisory LLC | 718 | $342.5K | 0.01% | +1+0.1% | Added |
| Toroso Investments, LLC | 721 | $344.0K | 0.01% | −1,132−61.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 726 | $347.0K | 0.05% | −1,026−58.6% | Reduced |
| Peapack Gladstone Financial Corp | 731 | $349.0K | 0.01% | +121+19.8% | Added |
| Dumont & Blake Investment Advisors LLC | 733 | $350.0K | 0.11% | −23−3.0% | Reduced |
| Kolinsky Wealth Management, LLC | 744 | $354.9K | 0.31% | +107+16.8% | Added |
| Edgestream Partners, L.P. | 745 | $355.4K | 0.03% | −160−17.7% | Reduced |
| Wallace Advisory Group, LLC | 816 | $356.8K | 0.28% | −49−5.7% | Reduced |
| Legacy Financial Advisors, Inc. | 748 | $356.9K | 0.07% | +72+10.7% | Added |
| Avantax Advisory Services, Inc. | 748 | $356.9K | 0.00% | −1,488−66.5% | Reduced |
| Alps Advisors Inc | 751 | $358.3K | 0.00% | −43−5.4% | Reduced |
| Gotham Asset Management, LLC | 752 | $358.7K | 0.01% | +752 | New |
| Meridian Wealth Management, LLC | 757 | $361.1K | 0.02% | −1,049−58.1% | Reduced |
| Intrust Bank NA | 761 | $363.0K | 0.04% | +140+22.5% | Added |
| Atria Wealth Solutions, Inc. | 766 | $365.3K | 0.00% | −45−5.5% | Reduced |
| Brady Family Wealth, LLC | 767 | $365.9K | 0.13% | −50−6.1% | Reduced |
| Websterrogers Financial Advisors, LLC | 774 | $369.2K | 0.15% | −344−30.8% | Reduced |
| Walleye Trading LLC | 776 | $370.2K | 0.01% | +414+114.4% | Added |
| Stokes Capital Advisors, LLC | 779 | $371.6K | 0.12% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 780 | $372.1K | 0.07% | −11−1.4% | Reduced |
| IHT Wealth Management, LLC | 782 | $372.8K | 0.02% | −148−15.9% | Reduced |
| Nomura Holdings Inc | 782 | $373.1K | 0.00% | +782 | New |
| Parsons Capital Management Inc | 784 | $374.0K | 0.03% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 788 | $375.9K | 0.02% | +51+6.9% | Added |
| Apeiron RIA LLC | 790 | $377.1K | 0.12% | −26−3.2% | Reduced |
| Great Diamond Partners, LLC | 791 | $377.3K | 0.09% | +4+0.5% | Added |
| TRUE Private Wealth Advisors | 794 | $378.9K | 0.05% | +216+37.4% | Added |
| Summit Global Investments | 794 | $379.0K | 0.02% | −1,047−56.9% | Reduced |
| Koshinski Asset Management, Inc. | 795 | $379.3K | 0.06% | +259+48.3% | Added |
| Everpar Advisors LLC | 795 | $379.3K | 0.18% | +795 | New |
| Brinker Capital Investments, LLC | 833 | $382.1K | 0.00% | −54−6.1% | Reduced |
| Orion Portfolio Solutions, LLC | 833 | $382.1K | 0.00% | −54−6.1% | Reduced |
| Cerity Partners LLC | 803 | $382.5K | 0.00% | +803 | New |
| Eqis Capital Management, Inc. | 816 | $389.5K | 0.03% | −177−17.8% | Reduced |
| QRG Capital Management, Inc. | 833 | $397.4K | 0.01% | +116+16.2% | Added |
| Meeder Advisory Services, Inc. | 850 | $405.5K | 0.05% | +38+4.7% | Added |
| Scientech Research LLC | 853 | $406.8K | 0.40% | +853 | New |
| CWM, LLC | 855 | $408.0K | 0.00% | +64+8.1% | Added |
| Impax Asset Management Group plc | 860 | $410.3K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 864 | $412.2K | 0.02% | 00.0% | Unchanged |
| FJ Investments, LLC | 877 | $418.4K | 0.02% | +877 | New |
| Precision Wealth Strategies, LLC | 885 | $422.2K | 0.41% | −2−0.2% | Reduced |
| Simplex Trading, LLC | 888 | $423.0K | 0.01% | +888 | New |