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 |
|---|---|---|---|---|---|
| Empirical Finance, LLC | 891 | $425.1K | 0.03% | +23+2.6% | Added |
| Raymond James Trust N.A. | 895 | $427.0K | 0.01% | +74+9.0% | Added |
| Seeds Investor LLC | 898 | $428.4K | 0.48% | +898 | New |
| D. E. Shaw & Co., Inc. | 900 | $429.3K | 0.00% | −708−44.0% | Reduced |
| Alberta Investment Management Corp | 900 | $429.3K | 0.00% | 00.0% | Unchanged |
| KLR Investment Advisors, LLC | 900 | $429.3K | 0.31% | +38+4.4% | Added |
| CIBC World Markets Inc. | 911 | $435.0K | 0.00% | +65+7.7% | Added |
| Investment Management Corp of Ontario | 914 | $436.0K | 0.01% | +914 | New |
| HighPoint Advisor Group LLC | 996 | $443.0K | 0.03% | +996 | New |
| MQS Management LLC | 932 | $444.6K | 0.25% | +932 | New |
| KFG Wealth Management, LLC | 936 | $446.6K | 0.20% | −26−2.7% | Reduced |
| Rockland Trust Co | 950 | $453.2K | 0.02% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 964 | $459.9K | 0.11% | +167+21.0% | Added |
| Dean Investment Associates, LLC | 966 | $460.8K | 0.07% | −34−3.4% | Reduced |
| National Wealth Management Group, LLC | 969 | $462.3K | 0.45% | −63−6.1% | Reduced |
| Douglass Winthrop Advisors, LLC | 971 | $463.2K | 0.01% | −225−18.8% | Reduced |
| GTS Securities LLC | 974 | $464.6K | 0.01% | +974 | New |
| Roberts Glore & Co Inc | 975 | $465.1K | 0.14% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 980 | $467.5K | 0.03% | +104+11.9% | Added |
| Daymark Wealth Partners, LLC | 989 | $471.9K | 0.03% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 993 | $473.7K | 0.08% | −20−2.0% | Reduced |
| KCM Investment Advisors LLC | 999 | $476.6K | 0.02% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 1,000 | $477.1K | 0.01% | −2−0.2% | Reduced |
| Opal Wealth Advisors, LLC | 1,001 | $477.5K | 0.19% | −3−0.3% | Reduced |
| Birch Hill Investment Advisors LLC | 1,012 | $482.8K | 0.03% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 1,029 | $490.9K | 0.00% | −4,935−82.7% | Reduced |
| World Equity Group, Inc. | 1,030 | $491.4K | 0.10% | +1,030 | New |
| Apollon Wealth Management, LLC | 1,039 | $495.7K | 0.02% | +560+116.9% | Added |
| We Are One Seven, LLC | 1,042 | $497.1K | 0.03% | −50−4.6% | Reduced |
| Hurlow Wealth Management Group, Inc. | 1,043 | $497.6K | 0.19% | 00.0% | Unchanged |
| HM Payson & Co | 1,048 | $499.9K | 0.01% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 1,050 | $500.9K | 0.30% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 1,066 | $508.5K | 0.05% | +1,066 | New |
| Aureus Asset Management, LLC | 1,075 | $512.8K | 0.04% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,098 | $523.8K | 0.01% | +17+1.6% | Added |
| Sit Investment Associates Inc | 1,100 | $525.0K | 0.01% | 00.0% | Unchanged |
| Colony Group, LLC | 1,100 | $525.0K | 0.01% | +1,100 | New |
| D.A. Davidson & Co. | 1,115 | $532.1K | 0.01% | +73+7.0% | Added |
| Fifth Third Bancorp | 1,129 | $538.6K | 0.00% | +40+3.7% | Added |
| Lindenwold Advisors | 1,131 | $539.5K | 0.31% | −34−2.9% | Reduced |
| Shepherd Financial Partners LLC | 1,135 | $541.4K | 0.08% | +1+0.1% | Added |
| LMCG Investments, LLC | 1,148 | $547.7K | 0.03% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 1,150 | $548.6K | 0.06% | +1,150 | New |
| Cognios Beta Neutral Large Cap Fund, LP | 1,156 | $551.5K | 0.72% | −227−16.4% | Reduced |
| Palisade Asset Management, LLC | 1,175 | $560.5K | 0.06% | −10−0.8% | Reduced |
| National Philanthropic Trust | 1,180 | $562.9K | 0.01% | +1,180 | New |
| Balentine LLC | 1,185 | $565.4K | 0.02% | +66+5.9% | Added |
| Credit Agricole S A | 1,191 | $568.2K | 0.01% | +717+151.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 1,202 | $573.4K | 0.01% | −1−0.1% | Reduced |
| Handelsinvest Investeringsforvaltning | 1,204 | $574.0K | 0.23% | +1,204 | New |
| Mayflower Financial Advisors, LLC | 1,207 | $576.0K | 0.08% | −20−1.6% | Reduced |
| MAI Capital Management | 1,219 | $581.4K | 0.01% | +10+0.8% | Added |
| Quantum Private Wealth, LLC | 1,246 | $594.4K | 0.25% | −4−0.3% | Reduced |
| Argent Trust Co | 1,250 | $596.3K | 0.03% | 00.0% | Unchanged |
| Ieq Capital, LLC | 1,280 | $610.9K | 0.01% | +455+55.2% | Added |
| CIBC Private Wealth Group, LLC | 1,282 | $611.4K | 0.00% | −64−4.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,282 | $612.0K | 0.01% | +117+10.0% | Added |
| Norinchukin Bank, The | 1,286 | $613.5K | 0.01% | −50−3.7% | Reduced |
| Dividend Assets Capital, LLC | 1,295 | $618.0K | 0.12% | −200−13.4% | Reduced |
| GYL Financial Synergies, LLC | 1,306 | $623.0K | 0.05% | +5+0.4% | Added |
| FourThought Financial Partners, LLC | 1,312 | $626.0K | 0.08% | −38−2.8% | Reduced |
| Provident Investment Management, Inc. | 1,320 | $629.7K | 0.06% | −3−0.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,344 | $641.6K | 0.04% | +10+0.7% | Added |
| Quantinno Capital Management LP | 1,352 | $645.0K | 0.02% | +346+34.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 1,353 | $645.4K | 0.05% | −20−1.5% | Reduced |
| Dakota Wealth Management | 1,354 | $645.9K | 0.03% | +29+2.2% | Added |
| SG Americas Securities, LLC | 1,361 | $649.0K | 0.01% | +702+106.5% | Added |
| Camden Capital, LLC | 1,372 | $654.4K | 0.07% | +337+32.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 1,374 | $655.5K | 0.01% | −146−9.6% | Reduced |
| Stock Yards Bank & Trust Co | 1,402 | $668.8K | 0.02% | −274−16.3% | Reduced |
| Covenant Partners, LLC | 1,434 | $684.1K | 0.22% | 00.0% | Unchanged |
| Summit Financial, LLC | 1,437 | $685.6K | 0.04% | +83+6.1% | Added |
| Guardian Capital LP | 1,438 | $686.0K | 0.02% | −300−17.3% | Reduced |
| Renaissance Technologies LLC | 1,450 | $692.0K | 0.00% | +1,450 | New |
| E. Ohman J:or Asset Management AB | 1,454 | $693.6K | 0.03% | −400−21.6% | Reduced |
| Conestoga Capital Advisors, LLC | 1,482 | $707.0K | 0.01% | −75−4.8% | Reduced |
| Snowden Capital Advisors LLC | 1,489 | $710.3K | 0.03% | +47+3.3% | Added |
| Lincoln National Corp | 1,493 | $712.3K | 0.01% | +85+6.0% | Added |
| Anchor Capital Advisors LLC | 1,500 | $715.6K | 0.02% | 00.0% | Unchanged |
| Davenport & Co LLC | 1,505 | $718.0K | 0.00% | −25−1.6% | Reduced |
| Private Advisor Group, LLC | 1,534 | $731.9K | 0.01% | +141+10.1% | Added |
| Metropolitan Life Insurance Co | 1,546 | $737.5K | 0.03% | −33−2.1% | Reduced |
| Park Avenue Securities LLC | 1,553 | $741.0K | 0.01% | +451+40.9% | Added |
| Kestra Private Wealth Services, LLC | 1,575 | $751.4K | 0.02% | −23−1.4% | Reduced |
| Institute for Wealth Management, LLC. | 1,587 | $757.1K | 0.12% | +17+1.1% | Added |
| Alliance Wealth Advisors, LLC | 1,589 | $758.0K | 0.25% | +54+3.5% | Added |
| Integrated Wealth Concepts LLC | 1,596 | $761.1K | 0.01% | +948+146.3% | Added |
| Vontobel Holding Ltd. | 1,610 | $768.1K | 0.01% | −209−11.5% | Reduced |
| Assenagon Asset Management S.A. | 1,613 | $769.5K | 0.00% | +35+2.2% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 1,637 | $781.0K | 0.73% | +1,637 | New |
| Kestra Advisory Services, LLC | 1,644 | $784.4K | 0.01% | −46−2.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 1,660 | $791.9K | 0.10% | −4,900−74.7% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 1,670 | $796.7K | 0.45% | −20−1.2% | Reduced |
| La Banque Postale Asset Management SA | 1,680 | $801.4K | 0.02% | −768−31.4% | Reduced |
| Duality Advisers, LP | 1,710 | $815.8K | 0.09% | +1,710 | New |
| Cetera Investment Advisers | 1,717 | $819.1K | 0.01% | +317+22.6% | Added |
| Nilsine Partners, LLC | 1,725 | $822.9K | 0.13% | −705−29.0% | Reduced |
| Northwest Investment Counselors, LLC | 1,742 | $831.0K | 0.22% | 00.0% | Unchanged |
| XTX Topco Ltd | 1,783 | $850.6K | 0.19% | −308−14.7% | Reduced |
| Balyasny Asset Management LLC | 1,791 | $854.4K | 0.00% | −21,596−92.3% | Reduced |