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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.

13F holders, Q1 2024

Institutional positions in Factset Research Systems Inc as of Mar 31, 2024. 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
782
+11 vs. Q4 2023
Shares held
35.0M
+374.8K (+1.1%) vs. Q4 2023
Total value
$15.9B
−$611.1M (−3.7%) vs. Q4 2023
New holders
70
289 more added
Sold out
59
254 more reduced

4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2024: 782 institutions
Q1 2021: 577 institutionsQ2 2021: 595 institutionsQ3 2021: 621 institutionsQ4 2021: 695 institutionsQ1 2022: 704 institutionsQ2 2022: 693 institutionsQ3 2022: 692 institutionsQ4 2022: 743 institutionsQ1 2023: 723 institutionsQ2 2023: 737 institutionsQ3 2023: 733 institutionsQ4 2023: 775 institutionsQ1 2024: 782 institutionsQ2 2024: 807 institutionsQ3 2024: 833 institutionsQ4 2024: 847 institutionsQ1 2025: 828 institutionsQ2 2025: 837 institutionsQ3 2025: 775 institutionsQ4 2025: 798 institutionsQ1 2026: 726 institutionsQ2 2026: 767 institutions
Value heldQ1 2024: $15.9B
Q1 2021: $10.3BQ2 2021: $11.1BQ3 2021: $13.1BQ4 2021: $16.5BQ1 2022: $14.8BQ2 2022: $13.0BQ3 2022: $13.8BQ4 2022: $13.5BQ1 2023: $14.0BQ2 2023: $13.7BQ3 2023: $15.2BQ4 2023: $16.5BQ1 2024: $15.9BQ2 2024: $14.6BQ3 2024: $16.5BQ4 2024: $17.2BQ1 2025: $16.2BQ2 2025: $15.9BQ3 2025: $10.6BQ4 2025: $10.6BQ1 2026: $8.21BQ2 2026: $9.22B
Institutions holding FDS and their total value by quarter
QuarterHoldersValue
Q2 2026767$9.22B
Q1 2026726$8.21B
Q4 2025798$10.6B
Q3 2025775$10.6B
Q2 2025837$15.9B
Q1 2025828$16.2B
Q4 2024847$17.2B
Q3 2024833$16.5B
Q2 2024807$14.6B
Q1 2024782$15.9B
Q4 2023775$16.5B
Q3 2023733$15.2B
Q2 2023737$13.7B
Q1 2023723$14.0B
Q4 2022743$13.5B
Q3 2022692$13.8B
Q2 2022693$13.0B
Q1 2022704$14.8B
Q4 2021695$16.5B
Q3 2021621$13.1B
Q2 2021595$11.1B
Q1 2021577$10.3B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Factset Research Systems Inc; share changes are against Q4 2023.

Institutions holding FDS in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$20.00%0Unchanged
Sofos Investments, Inc.1$4020.00%+1New
Quest Partners LLC1$4540.00%−428−99.8%Reduced
Plato Investment Management Ltd1$4540.00%−2−66.7%Reduced
Harbour Investments, Inc.1$4540.00%00.0%Unchanged
Zions Bancorporation, N.A.1$4540.00%00.0%Unchanged
PEAK6 Investments LLC2$8980.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC2$9090.00%00.0%Unchanged
PSI Advisors, LLC2$9090.00%00.0%Unchanged
TFC Financial Management2$9090.00%+1+100.0%Added
West Paces Advisors Inc.2$9090.00%+2New
Continuum Advisory, LLC3$1.31K0.00%+3New
Highline Wealth Partners LLC3$1.36K0.00%00.0%Unchanged
Dunhill Financial, LLC3$1.45K0.00%00.0%Unchanged
Granite FO LLC4$1.65K0.00%+4New
Jackson, Grant Investment Advisers, Inc.4$1.82K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC4$1.82K0.00%00.0%Unchanged
Asset Dedication, LLC6$2.00K0.00%00.0%Unchanged
Hexagon Capital Partners LLC5$2.27K0.00%−17−77.3%Reduced
Bell Investment Advisors, Inc5$2.27K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.5$2.27K0.00%00.0%Unchanged
AdvisorNet Financial, Inc5$2.27K0.00%00.0%Unchanged
Raffa Wealth Management, LLC5$2.27K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.5$2.27K0.00%+3+150.0%Added
Aspect Partners, LLC6$2.73K0.00%00.0%Unchanged
Webster Bank, N. A.6$2.73K0.00%+6New
Beacon Capital Management, LLC6$2.73K0.00%+6New
Armstrong Advisory Group, Inc6$2.86K0.00%00.0%Unchanged
NBC Securities, Inc.8$3.00K0.00%00.0%Unchanged
City State Bank7$3.00K0.00%00.0%Unchanged
Pineridge Advisors LLC7$3.18K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.7$3.19K0.00%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc8$3.63K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.8$3.63K0.00%00.0%Unchanged
Montag A & Associates Inc8$3.64K0.00%00.0%Unchanged
Toth Financial Advisory Corp8$3.64K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC8$3.64K0.00%00.0%Unchanged
Private Wealth Management Group, LLC8$3.64K0.00%00.0%Unchanged
Crewe Advisors LLC8$3.64K0.00%+8New
Northwest Capital Management Inc9$4.09K0.00%00.0%Unchanged
Abound Wealth Management9$4.09K0.00%00.0%Unchanged
Raleigh Capital Management Inc.9$4.13K0.00%+1+12.5%Added
Wolff Wiese Magana LLC10$4.54K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.10$4.54K0.00%00.0%Unchanged
Country Trust Bank10$4.54K0.00%+10New
Register Financial Advisors LLC10$4.54K0.00%+10New
Carolinas Wealth Consulting LLC10$4.58K0.00%00.0%Unchanged
Winch Advisory Services, LLC10$4.63K0.00%00.0%Unchanged
Kiely Wealth Advisory Group, Inc.11$4.67K0.00%00.0%Unchanged
Colonial Trust Advisors11$5.00K0.00%+11New
Centennial Bank13$5.91K0.00%00.0%Unchanged
Lindbrook Capital, LLC14$6.36K0.00%−23−62.2%Reduced
Creative Financial Designs Inc14$6.36K0.00%+2+16.7%Added
Geneos Wealth Management Inc.15$6.82K0.00%+6+66.7%Added
First PREMIER Bank15$7.00K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC16$7.27K0.00%00.0%Unchanged
Jones Financial Companies LLLP16$7.40K0.00%+16New
Meeder Asset Management Inc17$7.72K0.00%+17New
Anchor Investment Management, LLC17$7.72K0.00%+17New
Salomon & Ludwin, LLC17$7.72K0.00%+17New
GW&K Investment Management, LLC17$8.00K0.00%00.0%Unchanged
Tidemark, LLC19$8.63K0.00%+19New
Annis Gardner Whiting Capital Advisors, LLC20$9.09K0.00%00.0%Unchanged
Smartleaf Asset Management LLC21$9.39K0.00%+12+133.3%Added
Evermay Wealth Management LLC22$10.0K0.00%00.0%Unchanged
SJS Investment Consulting Inc.22$10.0K0.00%00.0%Unchanged
Rothschild Investment LLC23$10.5K0.00%00.0%Unchanged
Tortoise Investment Management, LLC23$10.5K0.00%+2+9.5%Added
BFSG, LLC23$10.5K0.00%+23New
Sound Income Strategies, LLC24$10.9K0.00%+19+380.0%Added
Assetmark, Inc26$11.8K0.00%−1−3.7%Reduced
WR Wealth Planners, LLC26$11.8K0.00%+26New
Umb Bank N A27$12.3K0.00%00.0%Unchanged
West Branch Capital LLC28$12.7K0.01%00.0%Unchanged
C M Bidwell & Associates Ltd29$13.2K0.01%00.0%Unchanged
Piscataqua Savings Bank29$13.2K0.01%00.0%Unchanged
Johnson Financial Group, Inc.29$13.2K0.00%00.0%Unchanged
Key Financial Inc30$13.6K0.00%00.0%Unchanged
Salem Investment Counselors Inc32$14.5K0.00%00.0%Unchanged
Old Point Trust & Financial Services N A33$15.0K0.01%00.0%Unchanged
McIlrath & Eck, LLC33$15.0K0.00%00.0%Unchanged
Operose Advisors LLC34$15.4K0.01%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt37$16.8K0.00%00.0%Unchanged
Centerpoint Advisors, LLC37$17.0K0.01%00.0%Unchanged
Arrow Financial Corp41$18.6K0.00%−10−19.6%Reduced
Parkside Financial Bank & Trust41$18.6K0.00%+6+17.1%Added
Spectrum Wealth Counsel, LLC42$19.1K0.00%−3−6.7%Reduced
Tfo-TDC, LLC43$19.5K0.00%00.0%Unchanged
NVWM, LLC44$20.0K0.01%−2−4.3%Reduced
GoalVest Advisory LLC44$20.0K0.01%00.0%Unchanged
IFP Advisors, Inc45$20.4K0.00%−17−27.4%Reduced
MV Capital Management, Inc.46$20.9K0.00%−1−2.1%Reduced
EntryPoint Capital, LLC46$20.9K0.02%+46New
Walleye Trading LLC48$21.8K0.00%−728−93.8%Reduced
Thompson Investment Management, Inc.48$21.8K0.00%00.0%Unchanged
Baldwin Brothers Inc50$22.7K0.00%−35−41.2%Reduced
First United Bank Trust50$22.7K0.01%00.0%Unchanged
JJJ Advisors Inc.52$23.6K0.01%00.0%Unchanged
TD Waterhouse Canada Inc.52$23.6K0.00%00.0%Unchanged
Valley National Advisers Inc53$24.0K0.00%00.0%Unchanged