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 |
|---|---|---|---|---|---|
| E. Ohman J:or Asset Management AB | 1,454 | $693.6K | 0.03% | −400−21.6% | Reduced |
| Renaissance Technologies LLC | 1,450 | $692.0K | 0.00% | +1,450 | New |
| Guardian Capital LP | 1,438 | $686.0K | 0.02% | −300−17.3% | Reduced |
| Summit Financial, LLC | 1,437 | $685.6K | 0.04% | +83+6.1% | Added |
| Covenant Partners, LLC | 1,434 | $684.1K | 0.22% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 1,402 | $668.8K | 0.02% | −274−16.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 1,374 | $655.5K | 0.01% | −146−9.6% | Reduced |
| Camden Capital, LLC | 1,372 | $654.4K | 0.07% | +337+32.6% | Added |
| SG Americas Securities, LLC | 1,361 | $649.0K | 0.01% | +702+106.5% | Added |
| Dakota Wealth Management | 1,354 | $645.9K | 0.03% | +29+2.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 1,353 | $645.4K | 0.05% | −20−1.5% | Reduced |
| Quantinno Capital Management LP | 1,352 | $645.0K | 0.02% | +346+34.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,344 | $641.6K | 0.04% | +10+0.7% | Added |
| Provident Investment Management, Inc. | 1,320 | $629.7K | 0.06% | −3−0.2% | Reduced |
| FourThought Financial Partners, LLC | 1,312 | $626.0K | 0.08% | −38−2.8% | Reduced |
| GYL Financial Synergies, LLC | 1,306 | $623.0K | 0.05% | +5+0.4% | Added |
| Dividend Assets Capital, LLC | 1,295 | $618.0K | 0.12% | −200−13.4% | Reduced |
| Norinchukin Bank, The | 1,286 | $613.5K | 0.01% | −50−3.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,282 | $612.0K | 0.01% | +117+10.0% | Added |
| CIBC Private Wealth Group, LLC | 1,282 | $611.4K | 0.00% | −64−4.8% | Reduced |
| Ieq Capital, LLC | 1,280 | $610.9K | 0.01% | +455+55.2% | Added |
| Argent Trust Co | 1,250 | $596.3K | 0.03% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 1,246 | $594.4K | 0.25% | −4−0.3% | Reduced |
| MAI Capital Management | 1,219 | $581.4K | 0.01% | +10+0.8% | Added |
| Mayflower Financial Advisors, LLC | 1,207 | $576.0K | 0.08% | −20−1.6% | Reduced |
| Handelsinvest Investeringsforvaltning | 1,204 | $574.0K | 0.23% | +1,204 | New |
| Northwestern Mutual Investment Management Company, LLC | 1,202 | $573.4K | 0.01% | −1−0.1% | Reduced |
| Credit Agricole S A | 1,191 | $568.2K | 0.01% | +717+151.3% | Added |
| Balentine LLC | 1,185 | $565.4K | 0.02% | +66+5.9% | Added |
| National Philanthropic Trust | 1,180 | $562.9K | 0.01% | +1,180 | New |
| Palisade Asset Management, LLC | 1,175 | $560.5K | 0.06% | −10−0.8% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 1,156 | $551.5K | 0.72% | −227−16.4% | Reduced |
| Nixon Peabody Trust Co | 1,150 | $548.6K | 0.06% | +1,150 | New |
| LMCG Investments, LLC | 1,148 | $547.7K | 0.03% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 1,135 | $541.4K | 0.08% | +1+0.1% | Added |
| Lindenwold Advisors | 1,131 | $539.5K | 0.31% | −34−2.9% | Reduced |
| Fifth Third Bancorp | 1,129 | $538.6K | 0.00% | +40+3.7% | Added |
| D.A. Davidson & Co. | 1,115 | $532.1K | 0.01% | +73+7.0% | 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 |
| Ballentine Partners, LLC | 1,098 | $523.8K | 0.01% | +17+1.6% | Added |
| Aureus Asset Management, LLC | 1,075 | $512.8K | 0.04% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 1,066 | $508.5K | 0.05% | +1,066 | New |
| Alhambra Investment Partners LLC | 1,050 | $500.9K | 0.30% | 00.0% | Unchanged |
| HM Payson & Co | 1,048 | $499.9K | 0.01% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 1,043 | $497.6K | 0.19% | 00.0% | Unchanged |
| We Are One Seven, LLC | 1,042 | $497.1K | 0.03% | −50−4.6% | Reduced |
| Apollon Wealth Management, LLC | 1,039 | $495.7K | 0.02% | +560+116.9% | Added |
| World Equity Group, Inc. | 1,030 | $491.4K | 0.10% | +1,030 | New |
| Squarepoint Ops LLC | 1,029 | $490.9K | 0.00% | −4,935−82.7% | Reduced |
| Birch Hill Investment Advisors LLC | 1,012 | $482.8K | 0.03% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 1,001 | $477.5K | 0.19% | −3−0.3% | Reduced |
| Miracle Mile Advisors, LLC | 1,000 | $477.1K | 0.01% | −2−0.2% | Reduced |
| KCM Investment Advisors LLC | 999 | $476.6K | 0.02% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 993 | $473.7K | 0.08% | −20−2.0% | Reduced |
| Daymark Wealth Partners, LLC | 989 | $471.9K | 0.03% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 980 | $467.5K | 0.03% | +104+11.9% | Added |
| Roberts Glore & Co Inc | 975 | $465.1K | 0.14% | 00.0% | Unchanged |
| GTS Securities LLC | 974 | $464.6K | 0.01% | +974 | New |
| Douglass Winthrop Advisors, LLC | 971 | $463.2K | 0.01% | −225−18.8% | Reduced |
| National Wealth Management Group, LLC | 969 | $462.3K | 0.45% | −63−6.1% | Reduced |
| Dean Investment Associates, LLC | 966 | $460.8K | 0.07% | −34−3.4% | Reduced |
| V-Square Quantitative Management LLC | 964 | $459.9K | 0.11% | +167+21.0% | Added |
| Rockland Trust Co | 950 | $453.2K | 0.02% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 936 | $446.6K | 0.20% | −26−2.7% | Reduced |
| MQS Management LLC | 932 | $444.6K | 0.25% | +932 | New |
| HighPoint Advisor Group LLC | 996 | $443.0K | 0.03% | +996 | New |
| Investment Management Corp of Ontario | 914 | $436.0K | 0.01% | +914 | New |
| CIBC World Markets Inc. | 911 | $435.0K | 0.00% | +65+7.7% | Added |
| 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 |
| Seeds Investor LLC | 898 | $428.4K | 0.48% | +898 | New |
| Raymond James Trust N.A. | 895 | $427.0K | 0.01% | +74+9.0% | Added |
| Empirical Finance, LLC | 891 | $425.1K | 0.03% | +23+2.6% | Added |
| Simplex Trading, LLC | 888 | $423.0K | 0.01% | +888 | New |
| Precision Wealth Strategies, LLC | 885 | $422.2K | 0.41% | −2−0.2% | Reduced |
| FJ Investments, LLC | 877 | $418.4K | 0.02% | +877 | New |
| Beacon Investment Advisory Services, Inc. | 864 | $412.2K | 0.02% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 860 | $410.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 855 | $408.0K | 0.00% | +64+8.1% | Added |
| Scientech Research LLC | 853 | $406.8K | 0.40% | +853 | New |
| Meeder Advisory Services, Inc. | 850 | $405.5K | 0.05% | +38+4.7% | Added |
| QRG Capital Management, Inc. | 833 | $397.4K | 0.01% | +116+16.2% | Added |
| Eqis Capital Management, Inc. | 816 | $389.5K | 0.03% | −177−17.8% | Reduced |
| Cerity Partners LLC | 803 | $382.5K | 0.00% | +803 | 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 |
| Koshinski Asset Management, Inc. | 795 | $379.3K | 0.06% | +259+48.3% | Added |
| Everpar Advisors LLC | 795 | $379.3K | 0.18% | +795 | New |
| Summit Global Investments | 794 | $379.0K | 0.02% | −1,047−56.9% | Reduced |
| TRUE Private Wealth Advisors | 794 | $378.9K | 0.05% | +216+37.4% | Added |
| Great Diamond Partners, LLC | 791 | $377.3K | 0.09% | +4+0.5% | Added |
| Apeiron RIA LLC | 790 | $377.1K | 0.12% | −26−3.2% | Reduced |
| Wetherby Asset Management Inc | 788 | $375.9K | 0.02% | +51+6.9% | Added |
| Parsons Capital Management Inc | 784 | $374.0K | 0.03% | 00.0% | Unchanged |
| Nomura Holdings Inc | 782 | $373.1K | 0.00% | +782 | New |
| IHT Wealth Management, LLC | 782 | $372.8K | 0.02% | −148−15.9% | Reduced |
| Harbor Capital Advisors, Inc. | 780 | $372.1K | 0.07% | −11−1.4% | Reduced |
| Stokes Capital Advisors, LLC | 779 | $371.6K | 0.12% | 00.0% | Unchanged |