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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.

Q1 2024 vs. Q4 2023

How the institutions holding Factset Research Systems Inc changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of FDS: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders7754782+11
Shares34.6M88935.0M+374.8K (+1.1%)
Value$16.5B$424.2K$15.9B−$611.1M (−3.7%)

4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (70)

Institutions that held Factset Research Systems Inc at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to FDS in Q1 2024
InstitutionSharesValue% of portfolio
Canoe Financial LP23,944$10.9M0.18%
Azora Capital LP18,962$8.62M0.62%
Danske Bank A/S17,559$7.98M0.03%
Resona Asset Management Co.,Ltd.13,123$5.96M0.04%
Avanda Investment Management Pte. Ltd.12,057$5.48M0.73%
Laurion Capital Management LP11,316$5.14M0.14%
Mediolanum International Funds Ltd9,934$4.44M0.07%
Susquehanna Fundamental Investments, LLC8,102$3.68M0.17%
IFM Investors Pty Ltd7,591$3.45M0.04%
Andra AP-fonden6,900$3.14M0.06%
DnB Asset Management AS5,859$2.66M0.01%
Crestline Management, LP4,865$2.21M0.21%
Central Pacific Bank - Trust Division3,751$1.66M0.21%
Wellington Wealth Strategies, LLC.2,564$1.17M0.56%
Bullock Wealth Management Group2,585$1.15M0.77%
Prescott Group Capital Management, L.L.C.2,000$909.0K0.15%
Engineers Gate Manager LP1,670$758.8K0.02%
SkyView Investment Advisors, LLC1,526$693.0K0.13%
Robertson Stephens Wealth Management, LLC1,509$685.7K0.04%
Walleye Capital LLC1,387$630.2K0.01%
Texas Yale Capital Corp.1,345$611.2K0.03%
Wesbanco Bank Inc1,175$533.9K0.02%
Steel Peak Wealth Management LLC1,123$510.3K0.03%
Silver Lake Advisory, LLC981$446.0K0.20%
Simplicity Wealth,LLC789$358.5K0.01%
Graham Capital Management, L.P.750$340.8K0.01%
Capstone Investment Advisors, LLC690$313.5K0.01%
Empirical Asset Management, LLC687$312.2K0.15%
Brevan Howard Capital Management LP678$308.1K0.03%
Hartline Investment Corp673$305.8K0.05%
Andina Capital Management, LLC670$304.5K0.24%
Old Mission Capital LLC625$284.0K0.01%
Gen-Wealth Partners Inc603$273.8K0.14%
Grey Street Capital, LLC576$261.7K0.04%
PFG Investments, LLC557$253.3K0.02%
SYSTM Wealth Solutions LLC554$251.7K0.03%
Twinbeech Capital LP510$231.7K0.00%
Blue Barn Wealth, LLC509$231.3K0.13%
Bank Julius Baer & Co. Ltd, Zurich499$227.0K0.00%
Perissos Private Wealth Management, LLC477$216.6K0.20%
Connor, Clark & Lunn Investment Management Ltd.460$209.0K0.00%
Gibbs Wealth Management458$208.1K0.12%
Vinva Investment Management Ltd444$201.7K0.01%
Security Financial Services, INC.443$201.3K0.05%
Headlands Technologies LLC413$187.7K0.05%
Riverview Trust Co301$136.8K0.11%
Mather Group, LLC.244$116.2K0.00%
South State Corp.156$70.9K0.01%
Hilltop National Bank150$68.2K0.02%
Trust Co108$49.1K0.01%
Front Row Advisors LLC106$48.2K0.02%
Plante Moran Financial Advisors, LLC70$31.8K0.00%
EntryPoint Capital, LLC46$20.9K0.02%
WR Wealth Planners, LLC26$11.8K0.00%
BFSG, LLC23$10.5K0.00%
Tidemark, LLC19$8.63K0.00%
Meeder Asset Management Inc17$7.72K0.00%
Anchor Investment Management, LLC17$7.72K0.00%
Salomon & Ludwin, LLC17$7.72K0.00%
Jones Financial Companies LLLP16$7.40K0.00%
Colonial Trust Advisors11$5.00K0.00%
Country Trust Bank10$4.54K0.00%
Register Financial Advisors LLC10$4.54K0.00%
Crewe Advisors LLC8$3.64K0.00%
Webster Bank, N. A.6$2.73K0.00%
Beacon Capital Management, LLC6$2.73K0.00%
Granite FO LLC4$1.65K0.00%
Continuum Advisory, LLC3$1.31K0.00%
West Paces Advisors Inc.2$9090.00%
Sofos Investments, Inc.1$4020.00%

Sold out (59)

Institutions that held Factset Research Systems Inc at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of FDS in Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Schonfeld Strategic Advisors LLC24,764$11.8M
Prana Capital Management, LP17,023$8.12M
AustralianSuper Pty Ltd15,466$7.38M
Acadian Asset Management LLC10,552$5.03M
Ghisallo Capital Management LLC10,500$5.01M
Entropy Technologies, LP9,760$4.66M
Caisse de Depot Et Placement du Quebec9,483$4.52M
HBK Investments L P6,213$2.96M
FORA Capital, LLC4,667$2.23M
Advisors Preferred, LLC4,375$2.02M
Stevens Capital Management LP4,021$1.92M
AE Wealth Management LLC3,820$1.80M
Aquatic Capital Management LLC3,640$1.74M
Quantitative Investment Management, LLC3,488$1.66M
Cetera Advisor Networks LLC2,845$1.36M
Pearl River Capital, LLC2,749$1.31M
Jump Financial, LLC2,623$1.25M
Winton Group Ltd2,224$1.06M
FDx Advisors, Inc.2,154$1.03M
XTX Topco Ltd1,783$850.6K
Duality Advisers, LP1,710$815.8K
Renaissance Technologies LLC1,450$692.0K
Sit Investment Associates Inc1,100$525.0K
Campbell & CO Investment Adviser LLC1,066$508.5K
World Equity Group, Inc.1,030$491.4K
Opal Wealth Advisors, LLC1,001$477.5K
Curated Wealth Partners LLC993$473.7K
National Wealth Management Group, LLC969$462.3K
MQS Management LLC932$444.6K
Simplex Trading, LLC888$423.0K
FJ Investments, LLC877$418.4K
Impax Asset Management Group plc860$410.3K
Scientech Research LLC853$406.8K
Summit Global Investments794$379.0K
Nomura Holdings Inc782$373.1K
Websterrogers Financial Advisors, LLC774$369.2K
Edgestream Partners, L.P.745$355.4K
Lazard Asset Management LLC711$338.0K
Tyche Wealth Partners LLC598$285.3K
River Wealth Advisors LLC492$234.7K
Wedmont Private Capital485$222.5K
Trust Asset Management LLC439$209.4K
LCNB Corp431$205.6K
HB Wealth Management, LLC423$201.8K
PFW Advisors LLC422$201.3K
Beacon Pointe Advisors, LLC420$200.4K
Annapolis Financial Services, LLC391$186.5K
Kapitalo Investimentos Ltda350$167.0K
Twin Tree Management, LP244$116.4K
Planned Solutions, Inc.220$105.0K
West Tower Group, LLC183$87.3K
Federated Hermes, Inc.146$69.6K
Glassman Wealth Services64$30.5K
Altshuler Shaham Ltd41$19.6K
Turtle Creek Wealth Advisors, LLC21$10.0K
Cambridge Trust Co13$6.20K
PFS Partners, LLC12$5.75K
Gradient Investments LLC9$4.29K
Lee Financial Co5$2.39K

Not filed for Q1 2024 yet (4)

Institutions that held Factset Research Systems Inc at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding FDS in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Sawtooth Solutions, LLC714$340.7K
Desjardins Global Asset Management Inc.83$39.6K
Strategic Investment Solutions, Inc.58$27.7K
Provence Wealth Management Group34$16.2K