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 |
|---|---|---|---|---|---|
| Prudential PLC | 1,791 | $854.4K | 0.01% | −772−30.1% | Reduced |
| Capital Investment Services of America, Inc. | 1,818 | $867.3K | 0.09% | −172−8.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,844 | $879.7K | 0.08% | −42−2.2% | Reduced |
| Integrated Investment Consultants, LLC | 1,858 | $886.4K | 0.28% | +406+28.0% | Added |
| Allspring Global Investments Holdings, LLC | 1,884 | $898.8K | 0.00% | −79−4.0% | Reduced |
| Stratos Wealth Advisors, LLC | 1,887 | $900.2K | 0.05% | −48−2.5% | Reduced |
| Valmark Advisers, Inc. | 1,916 | $914.0K | 0.02% | −11−0.6% | Reduced |
| Glenmede Trust Co NA | 1,983 | $946.0K | 0.00% | +372+23.1% | Added |
| Manchester Capital Management LLC | 1,990 | $949.3K | 0.13% | +5+0.3% | Added |
| Palumbo Wealth Management LLC | 1,994 | $951.4K | 0.49% | +121+6.5% | Added |
| New Mexico Educational Retirement Board | 2,000 | $954.0K | 0.04% | 00.0% | Unchanged |
| Profit Investment Management, LLC | 2,010 | $958.9K | 0.55% | −1,897−48.6% | Reduced |
| MML Investors Services, LLC | 2,052 | $979.0K | 0.00% | +76+3.8% | Added |
| McDonald Partners LLC | 2,135 | $1.02M | 0.30% | −14−0.7% | Reduced |
| FDx Advisors, Inc. | 2,154 | $1.03M | 0.08% | +360+20.1% | Added |
| Swiss Life Asset Management Ltd | 2,175 | $1.04M | 0.01% | −4,436−67.1% | Reduced |
| Argent Capital Management LLC | 2,200 | $1.05M | 0.03% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 2,200 | $1.05M | 0.64% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 2,207 | $1.05M | 0.01% | −1,471−40.0% | Reduced |
| Radnor Capital Management, LLC | 2,210 | $1.05M | 0.20% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 2,211 | $1.05M | 0.00% | −81−3.5% | Reduced |
| Ninety One SA (PTY) Ltd | 2,213 | $1.06M | 0.16% | 00.0% | Unchanged |
| Henshaw Capital LLC | 2,215 | $1.06M | 0.05% | +5+0.2% | Added |
| Keybank National Association | 2,218 | $1.06M | 0.00% | +25+1.1% | Added |
| Winton Group Ltd | 2,224 | $1.06M | 0.08% | +2,224 | New |
| Arkadios Wealth Advisors | 2,236 | $1.07M | 0.09% | −3−0.1% | Reduced |
| Stratos Wealth Partners, LTD. | 2,277 | $1.09M | 0.02% | +159+7.5% | Added |
| Marshall Financial Group LLC | 2,279 | $1.09M | 0.35% | −66−2.8% | Reduced |
| First Financial Bank - Trust Division | 2,296 | $1.10M | 0.11% | −98−4.1% | Reduced |
| Louisiana State Employees Retirement System | 2,300 | $1.10M | 0.02% | −100−4.2% | Reduced |
| Chicago Capital, LLC | 2,341 | $1.12M | 0.04% | +1,200+105.2% | Added |
| Norden Group LLC | 2,350 | $1.12M | 0.20% | −195−7.7% | Reduced |
| Legacy Advisors, LLC | 2,372 | $1.13M | 0.15% | +14+0.6% | Added |
| Securian Asset Management, Inc | 2,388 | $1.14M | 0.03% | −357−13.0% | Reduced |
| Connable Office Inc | 2,390 | $1.14M | 0.14% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 2,419 | $1.15M | 0.00% | +471+24.2% | Added |
| JustInvest LLC | 2,434 | $1.16M | 0.03% | −1,084−30.8% | Reduced |
| BKM Wealth Management, LLC | 2,460 | $1.17M | 0.50% | +2,460 | New |
| D.B. Root & Company, LLC | 2,481 | $1.18M | 0.43% | +40+1.6% | Added |
| Burney Co | 2,514 | $1.20M | 0.05% | −60−2.3% | Reduced |
| Hartford Investment Management Co | 2,552 | $1.22M | 0.05% | −49−1.9% | Reduced |
| Jump Financial, LLC | 2,623 | $1.25M | 0.04% | −878−25.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,649 | $1.26M | 0.01% | −323−10.9% | Reduced |
| Mercer Global Advisors Inc | 2,655 | $1.27M | 0.00% | +463+21.1% | Added |
| Advisory Services Network, LLC | 2,664 | $1.27M | 0.03% | −64−2.3% | Reduced |
| Cresset Asset Management, LLC | 2,691 | $1.28M | 0.01% | +184+7.3% | Added |
| Cullen/Frost Bankers, Inc. | 2,706 | $1.29M | 0.02% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 2,749 | $1.31M | 0.21% | +2,073+306.7% | Added |
| Naples Global Advisors, LLC | 2,785 | $1.33M | 0.15% | −90−3.1% | Reduced |
| Metis Global Partners, LLC | 2,791 | $1.33M | 0.05% | +208+8.1% | Added |
| Venturi Wealth Management, LLC | 2,795 | $1.33M | 0.09% | −178−6.0% | Reduced |
| Ethic Inc. | 2,826 | $1.35M | 0.04% | +496+21.3% | Added |
| Cetera Advisor Networks LLC | 2,845 | $1.36M | 0.01% | +490+20.8% | Added |
| SRN Advisors, LLC | 2,880 | $1.37M | 1.23% | +2,880 | New |
| Blair William & Co | 2,905 | $1.39M | 0.00% | −2,592−47.2% | Reduced |
| Spinnaker Trust | 2,922 | $1.39M | 0.09% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 2,933 | $1.40M | 0.02% | +2,063+237.1% | Added |
| Maryland State Retirement & Pension System | 2,943 | $1.40M | 0.03% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 3,023 | $1.44M | 0.27% | +377+14.2% | Added |
| Wolf Group Capital Advisors | 3,600 | $1.44M | 0.68% | +111+3.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 3,035 | $1.45M | 0.03% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 3,039 | $1.45M | 0.05% | −37−1.2% | Reduced |
| Pacer Advisors, Inc. | 3,110 | $1.48M | 0.00% | +126+4.2% | Added |
| Strong Tower Advisory Services | 3,147 | $1.50M | 0.66% | −51−1.6% | Reduced |
| Gulf International Bank (UK) Ltd | 3,157 | $1.51M | 0.04% | −408−11.4% | Reduced |
| Panagora Asset Management Inc | 3,185 | $1.52M | 0.01% | −5−0.2% | Reduced |
| Ostrum Asset Management | 3,215 | $1.53M | 0.13% | −1,154−26.4% | Reduced |
| Diversified Trust Co | 3,228 | $1.54M | 0.05% | +642+24.8% | Added |
| K.J. Harrison & Partners Inc | 3,250 | $1.55M | 0.26% | +3,250 | New |
| Teachers Retirement System of the State of Kentucky | 3,271 | $1.56M | 0.01% | −160−4.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 3,272 | $1.56M | 0.26% | −110−3.3% | Reduced |
| Mission Wealth Management, LP | 3,356 | $1.60M | 0.05% | +174+5.5% | Added |
| Formidable Asset Management, LLC | 3,447 | $1.64M | 0.36% | −104−2.9% | Reduced |
| Concurrent Investment Advisors, LLC | 3,462 | $1.65M | 0.08% | +3,462 | New |
| Quantitative Investment Management, LLC | 3,488 | $1.66M | 0.10% | +3,488 | New |
| Taylor Frigon Capital Management LLC | 3,514 | $1.68M | 0.84% | −116−3.2% | Reduced |
| Resources Investment Advisors, LLC. | 3,573 | $1.70M | 0.03% | −23−0.6% | Reduced |
| Crossmark Global Holdings, Inc. | 3,592 | $1.71M | 0.04% | −44−1.2% | Reduced |
| Axxcess Wealth Management, LLC | 3,598 | $1.72M | 0.05% | +700+24.2% | Added |
| Aquatic Capital Management LLC | 3,640 | $1.74M | 0.04% | +3,640 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 3,690 | $1.76M | 0.02% | +87+2.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 3,732 | $1.78M | 0.01% | +136+3.8% | Added |
| AE Wealth Management LLC | 3,820 | $1.80M | 0.01% | +200+5.5% | Added |
| PFG Advisors | 3,789 | $1.81M | 0.15% | +428+12.7% | Added |
| Eads & Heald Wealth Management | 3,798 | $1.81M | 0.87% | −44−1.1% | Reduced |
| Candriam Luxembourg S.C.A. | 3,817 | $1.82M | 0.01% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 3,862 | $1.84M | 0.03% | +491+14.6% | Added |
| Abner Herrman & Brock LLC | 4,000 | $1.91M | 0.27% | 00.0% | Unchanged |
| LWM Advisory Services, LLC | 4,000 | $1.91M | 1.68% | 00.0% | Unchanged |
| Stevens Capital Management LP | 4,021 | $1.92M | 0.48% | +4,021 | New |
| Creative Planning | 4,140 | $1.98M | 0.00% | +169+4.3% | Added |
| Kingsview Wealth Management, LLC | 4,143 | $1.98M | 0.06% | −93−2.2% | Reduced |
| Oregon Public Employees Retirement Fund | 4,153 | $1.98M | 0.03% | +1,200+40.6% | Added |
| Logan Capital Management Inc | 4,165 | $1.99M | 0.09% | −330−7.3% | Reduced |
| CI Private Wealth, LLC | 4,179 | $1.99M | 0.00% | −125−2.9% | Reduced |
| Public Employees Retirement Association of Colorado | 4,225 | $2.02M | 0.01% | −113−2.6% | Reduced |
| Advisors Preferred, LLC | 4,375 | $2.02M | 0.34% | +4,375 | New |
| Nissay Asset Management Corp | 4,247 | $2.03M | 0.02% | +149+3.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,262 | $2.03M | 0.02% | +111+2.7% | Added |
| GWM Advisors LLC | 4,290 | $2.04M | 0.02% | +4+0.1% | Added |