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 |
|---|---|---|---|---|---|
| Trust Asset Management LLC | 439 | $209.4K | 0.02% | +439 | New |
| J. W. Coons Advisors, LLC | 435 | $207.5K | 0.06% | +435 | New |
| Sage Private Wealth Group, LLC | 433 | $206.9K | 0.18% | −113−20.7% | Reduced |
| Oppenheimer & Co Inc | 433 | $206.6K | 0.00% | +433 | New |
| LCNB Corp | 431 | $205.6K | 0.08% | +431 | New |
| Lido Advisors, LLC | 429 | $204.7K | 0.00% | +429 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 429 | $204.7K | 0.04% | +429 | New |
| Quest Partners LLC | 429 | $204.7K | 0.04% | +429 | New |
| Empowered Funds, LLC | 424 | $202.3K | 0.01% | +424 | New |
| Siemens Fonds Invest GmbH | 424 | $202.3K | 0.02% | +424 | New |
| HB Wealth Management, LLC | 423 | $201.8K | 0.00% | −73−14.7% | Reduced |
| PFW Advisors LLC | 422 | $201.3K | 0.06% | +422 | New |
| Beacon Pointe Advisors, LLC | 420 | $200.4K | 0.00% | −76−15.3% | Reduced |
| Farmers & Merchants Investments Inc | 411 | $196.1K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 400 | $191.0K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 399 | $190.5K | 0.01% | +80+25.1% | Added |
| Annapolis Financial Services, LLC | 391 | $186.5K | 0.05% | +122+45.4% | Added |
| JFS Wealth Advisors, LLC | 380 | $181.3K | 0.02% | −23−5.7% | Reduced |
| Signaturefd, LLC | 375 | $178.9K | 0.00% | +23+6.5% | Added |
| Tobam | 366 | $175.0K | 0.02% | +201+121.8% | Added |
| Caldwell Trust Co | 357 | $170.3K | 0.02% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 350 | $167.0K | 0.03% | +86+32.6% | Added |
| Penserra Capital Management LLC | 345 | $163.0K | 0.00% | −68−16.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 338 | $161.0K | 0.00% | +14+4.3% | Added |
| Ci Investments Inc. | 328 | $156.0K | 0.00% | +32+10.8% | Added |
| Natixis Investment Managers International | 327 | $156.0K | 0.01% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 301 | $143.6K | 0.01% | +301 | New |
| Ronald Blue Trust, Inc. | 311 | $136.0K | 0.00% | +226+265.9% | Added |
| MCF Advisors LLC | 284 | $135.5K | 0.01% | +20+7.6% | Added |
| First Horizon Advisors, Inc. | 283 | $135.0K | 0.00% | −9−3.1% | Reduced |
| Park Place Capital Corp | 244 | $116.4K | 0.05% | +19+8.4% | Added |
| Twin Tree Management, LP | 244 | $116.4K | 0.00% | +60+32.6% | Added |
| Capital Advisors, Ltd. LLC | 242 | $115.0K | 0.02% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 235 | $112.1K | 0.00% | −4−1.7% | Reduced |
| EverSource Wealth Advisors, LLC | 231 | $110.2K | 0.01% | −31−11.8% | Reduced |
| Addison Advisors LLC | 225 | $107.3K | 0.04% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 220 | $105.0K | 0.05% | +220 | New |
| Quadrant Capital Group LLC | 206 | $98.3K | 0.01% | −4−1.9% | Reduced |
| Sentry Investment Management LLC | 201 | $96.0K | 0.04% | −22−9.9% | Reduced |
| American National Bank | 199 | $94.9K | 0.01% | +81+68.6% | Added |
| Washington Trust Co | 195 | $93.0K | 0.00% | −25−11.4% | Reduced |
| Swedbank AB | 185 | $88.3K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 183 | $87.3K | 0.18% | +183 | New |
| Atticus Wealth Management, LLC | 182 | $86.8K | 0.03% | 00.0% | Unchanged |
| Huntington National Bank | 179 | $85.4K | 0.00% | −6−3.2% | Reduced |
| Larson Financial Group LLC | 178 | $84.9K | 0.01% | +86+93.5% | Added |
| Farther Finance Advisors, LLC | 176 | $84.0K | 0.01% | −1−0.6% | Reduced |
| Proequities, Inc. | 168 | $80.1K | 0.01% | +25+17.5% | Added |
| Citadel Advisors LLC | 167 | $79.7K | 0.00% | −9,636−98.3% | Reduced |
| Principal Securities, Inc. | 160 | $76.3K | 0.00% | +160 | New |
| Central Trust Co | 155 | $73.9K | 0.00% | +29+23.0% | Added |
| Brown Brothers Harriman & Co | 153 | $73.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 150 | $71.6K | 0.03% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 146 | $69.6K | 0.00% | +146 | New |
| Bruce G. Allen Investments, LLC | 145 | $69.2K | 0.06% | +145 | New |
| Lummis Asset Management, LP | 140 | $66.8K | 0.05% | +140 | New |
| Global Retirement Partners, LLC | 141 | $65.2K | 0.00% | +38+36.9% | Added |
| Sandy Spring Bank | 136 | $64.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 121 | $57.7K | 0.00% | +4+3.4% | Added |
| TD Private Client Wealth LLC | 106 | $50.6K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 103 | $49.1K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 103 | $49.1K | 0.01% | +103 | New |
| First Community Trust NA | 100 | $47.7K | 0.05% | 00.0% | Unchanged |
| Alta Advisers Ltd | 100 | $47.7K | 0.03% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 94 | $44.8K | 0.00% | +94 | New |
| Smithfield Trust Co | 94 | $44.0K | 0.00% | +32+51.6% | Added |
| Washington Trust Advisors, Inc. | 92 | $43.9K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 85 | $40.5K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 83 | $39.6K | 0.00% | +34+69.4% | Added |
| Bogart Wealth, LLC | 81 | $38.6K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 81 | $38.6K | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 80 | $38.3K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 80 | $38.2K | 0.02% | −2−2.4% | Reduced |
| Hartford Financial Management Inc. | 75 | $35.8K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 71 | $33.9K | 0.00% | −8−10.1% | Reduced |
| Quent Capital, LLC | 69 | $32.7K | 0.00% | +3+4.5% | Added |
| Bokf, NA | 68 | $32.4K | 0.00% | −177−72.2% | Reduced |
| Motco | 67 | $32.0K | 0.00% | −3−4.3% | Reduced |
| Ogorek Anthony Joseph | 65 | $31.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 65 | $31.0K | 0.02% | +10+18.2% | Added |
| Glassman Wealth Services | 64 | $30.5K | 0.00% | −1−1.5% | Reduced |
| Rosenberg Matthew Hamilton | 64 | $30.4K | 0.01% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 63 | $30.1K | 0.02% | +63 | New |
| Private Trust Co NA | 63 | $30.1K | 0.00% | −1−1.6% | Reduced |
| Clearstead Advisors, LLC | 62 | $29.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 62 | $29.6K | 0.00% | −22−26.2% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 60 | $28.8K | 0.02% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 58 | $27.7K | 0.00% | −3,596−98.4% | Reduced |
| LGT Financial Advisors LLC | 57 | $27.2K | 0.03% | 00.0% | Unchanged |
| Valley National Advisers Inc | 53 | $25.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 52 | $24.8K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 52 | $24.6K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 51 | $24.3K | 0.00% | −9−15.0% | Reduced |
| First United Bank Trust | 50 | $23.9K | 0.01% | +50 | New |
| Thompson Investment Management, Inc. | 48 | $22.9K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 47 | $22.4K | 0.00% | +1+2.2% | Added |
| NVWM, LLC | 46 | $21.9K | 0.01% | −2−4.2% | Reduced |
| Spectrum Wealth Counsel, LLC | 45 | $21.5K | 0.00% | +45 | New |
| GoalVest Advisory LLC | 44 | $21.0K | 0.01% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 43 | $20.5K | 0.00% | 00.0% | Unchanged |