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 |
|---|---|---|---|---|---|
| Walleye Trading LLC | 776 | $370.2K | 0.01% | +414+114.4% | Added |
| Websterrogers Financial Advisors, LLC | 774 | $369.2K | 0.15% | −344−30.8% | Reduced |
| Brady Family Wealth, LLC | 767 | $365.9K | 0.13% | −50−6.1% | Reduced |
| Atria Wealth Solutions, Inc. | 766 | $365.3K | 0.00% | −45−5.5% | Reduced |
| Intrust Bank NA | 761 | $363.0K | 0.04% | +140+22.5% | Added |
| Meridian Wealth Management, LLC | 757 | $361.1K | 0.02% | −1,049−58.1% | Reduced |
| Gotham Asset Management, LLC | 752 | $358.7K | 0.01% | +752 | New |
| Alps Advisors Inc | 751 | $358.3K | 0.00% | −43−5.4% | Reduced |
| Avantax Advisory Services, Inc. | 748 | $356.9K | 0.00% | −1,488−66.5% | Reduced |
| Legacy Financial Advisors, Inc. | 748 | $356.9K | 0.07% | +72+10.7% | Added |
| Wallace Advisory Group, LLC | 816 | $356.8K | 0.28% | −49−5.7% | Reduced |
| Edgestream Partners, L.P. | 745 | $355.4K | 0.03% | −160−17.7% | Reduced |
| Kolinsky Wealth Management, LLC | 744 | $354.9K | 0.31% | +107+16.8% | Added |
| Dumont & Blake Investment Advisors LLC | 733 | $350.0K | 0.11% | −23−3.0% | Reduced |
| Peapack Gladstone Financial Corp | 731 | $349.0K | 0.01% | +121+19.8% | Added |
| Transamerica Financial Advisors, Inc. | 726 | $347.0K | 0.05% | −1,026−58.6% | Reduced |
| Toroso Investments, LLC | 721 | $344.0K | 0.01% | −1,132−61.1% | Reduced |
| HBK Sorce Advisory LLC | 718 | $342.5K | 0.01% | +1+0.1% | Added |
| 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 |
| 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 |
| Veriti Management LLC | 702 | $334.9K | 0.03% | +85+13.8% | Added |
| Canandaigua National Bank & Trust Co | 689 | $328.7K | 0.05% | +16+2.4% | Added |
| Synovus Financial Corp | 684 | $326.3K | 0.00% | +16+2.4% | Added |
| Apella Capital, LLC | 703 | $322.1K | 0.02% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 675 | $322.0K | 0.07% | 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 |
| Fort Washington Investment Advisors Inc | 672 | $320.6K | 0.00% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 654 | $311.9K | 0.07% | +2+0.3% | Added |
| Perigon Wealth Management, LLC | 649 | $309.6K | 0.01% | +38+6.2% | Added |
| 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 |
| Paces Ferry Wealth Advisors, LLC | 639 | $304.8K | 0.21% | −1−0.2% | Reduced |
| Legacy Wealth Asset Management, LLC | 631 | $301.0K | 0.10% | +2+0.3% | Added |
| DoubleLine ETF Adviser LP | 626 | $298.6K | 0.09% | +38+6.5% | Added |
| Pine Haven Investment Counsel, Inc | 625 | $298.2K | 0.28% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 625 | $298.2K | 0.00% | +625 | New |
| Checchi Capital Advisers, LLC | 620 | $295.8K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 620 | $295.8K | 0.09% | 00.0% | Unchanged |
| Haverford Trust Co | 618 | $294.8K | 0.00% | −12−1.9% | Reduced |
| Bennett Selby Investments LP | 616 | $294.0K | 0.15% | +1+0.2% | Added |
| Motley Fool Asset Management LLC | 616 | $293.9K | 0.02% | −72−10.5% | Reduced |
| CoreCap Advisors, LLC | 605 | $288.4K | 0.02% | +605 | New |
| Gabelli Funds LLC | 600 | $286.2K | 0.00% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 598 | $285.3K | 0.07% | +598 | New |
| Financial Advocates Investment Management | 575 | $274.4K | 0.02% | +575 | New |
| AMG National Trust Bank | 575 | $274.3K | 0.01% | 00.0% | Unchanged |
| Martin Investment Management, LLC | 575 | $274.3K | 0.08% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 575 | $274.0K | 0.11% | −41−6.7% | Reduced |
| Horizon Investments, LLC | 572 | $272.9K | 0.01% | +21+3.8% | Added |
| Harbor Investment Advisory, LLC | 566 | $270.0K | 0.03% | +11+2.0% | Added |
| Weil Company, Inc. | 562 | $268.1K | 0.12% | +562 | New |
| Petrus Trust Company, LTA | 561 | $267.6K | 0.03% | −274−32.8% | Reduced |
| Gamco Investors, Inc. Et Al | 555 | $264.8K | 0.00% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 550 | $262.4K | 0.00% | 00.0% | Unchanged |
| Perpetual Ltd | 539 | $257.1K | 0.00% | −4−0.7% | Reduced |
| NEOS Investment Management LLC | 538 | $256.7K | 0.02% | +538 | New |
| Belpointe Asset Management LLC | 534 | $254.8K | 0.02% | −15−2.7% | Reduced |
| Mutual Advisors, LLC | 530 | $252.9K | 0.01% | +530 | New |
| Pinnacle Financial Partners Inc | 527 | $251.4K | 0.01% | +427+427.0% | Added |
| Glenview Trust Co | 520 | $248.1K | 0.01% | +520 | New |
| Moneta Group Investment Advisors LLC | 516 | $246.2K | 0.00% | −11−2.1% | Reduced |
| Profund Advisors LLC | 516 | $246.2K | 0.01% | +516 | New |
| Symmetry Partners, LLC | 512 | $244.0K | 0.01% | −408−44.3% | Reduced |
| Baron Wealth Management LLC | 511 | $243.8K | 0.13% | +2+0.4% | Added |
| Bouchey Financial Group Ltd | 510 | $243.3K | 0.03% | 00.0% | Unchanged |
| Intrua Financial, LLC | 510 | $243.1K | 0.04% | −49−8.8% | Reduced |
| Pinnacle Associates Ltd | 507 | $241.9K | 0.00% | +33+7.0% | 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 |
| Lafayette Investments, Inc. | 499 | $238.0K | 0.06% | +9+1.8% | Added |
| One Capital Management, LLC | 493 | $235.2K | 0.01% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 492 | $234.7K | 0.04% | −35−6.6% | Reduced |
| Evoke Wealth, LLC | 491 | $234.2K | 0.47% | −7,272−93.7% | Reduced |
| Tilia Fiduciary Partners, Inc. | 488 | $232.8K | 0.22% | −23−4.5% | Reduced |
| Drive Wealth Management, LLC | 487 | $232.5K | 0.08% | +24+5.2% | Added |
| Smith Shellnut Wilson LLC | 487 | $232.3K | 0.13% | −21−4.1% | Reduced |
| National Asset Management, Inc. | 486 | $232.0K | 0.01% | −258−34.7% | Reduced |
| Martingale Asset Management L P | 485 | $231.4K | 0.00% | 00.0% | Unchanged |
| Geller Advisors LLC | 479 | $228.5K | 0.02% | +479 | New |
| Diversified, LLC | 475 | $226.8K | 0.05% | −7−1.5% | Reduced |
| Phillips Wealth Planners LLC | 490 | $226.0K | 0.27% | −2−0.4% | Reduced |
| Dynamic Advisor Solutions LLC | 492 | $224.6K | 0.01% | +492 | New |
| Savant Capital, LLC | 470 | $224.3K | 0.00% | +470 | New |
| Buckingham Capital Management, Inc. | 470 | $224.2K | 0.03% | 00.0% | Unchanged |
| Wedmont Private Capital | 485 | $222.5K | 0.02% | +5+1.0% | Added |
| GAMMA Investing LLC | 465 | $221.3K | 0.06% | +465 | New |
| WMS Partners, LLC | 461 | $219.9K | 0.02% | +461 | New |
| Estabrook Capital Management | 455 | $217.1K | 0.04% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 453 | $216.0K | 0.01% | +453 | New |
| Delta Asset Management LLC | 450 | $214.7K | 0.02% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 450 | $214.7K | 0.00% | +150+50.0% | Added |
| Tower Bridge Advisors | 450 | $214.7K | 0.02% | +450 | New |
| Outlook Wealth Advisors, LLC | 449 | $214.2K | 0.07% | +449 | New |
| Wedbush Securities Inc | 448 | $214.0K | 0.01% | −50−10.0% | Reduced |
| Bessemer Group Inc | 441 | $211.0K | 0.00% | −8,130−94.9% | Reduced |
| Cassaday & Co Wealth Management LLC | 442 | $210.9K | 0.01% | +442 | New |