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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding Factset Research Systems Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bokf, NA | 55 | $24.4K | 0.00% | −13−19.1% | Reduced |
| LGT Financial Advisors LLC | 57 | $25.9K | 0.03% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 62 | $27.3K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 60 | $27.5K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 64 | $28.2K | 0.01% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 63 | $28.6K | 0.02% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 65 | $29.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 65 | $30.0K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 67 | $30.4K | 0.00% | −4−5.6% | Reduced |
| Motco | 67 | $30.4K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 70 | $31.8K | 0.00% | +70 | New |
| Quent Capital, LLC | 74 | $33.9K | 0.00% | +5+7.2% | Added |
| Hartford Financial Management Inc. | 75 | $34.1K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 80 | $36.4K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 81 | $36.8K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 81 | $36.8K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 82 | $37.3K | 0.00% | −229−73.6% | Reduced |
| Colonial Trust Co | 83 | $37.7K | 0.01% | +49+144.1% | Added |
| Eagle Bay Advisors LLC | 88 | $40.0K | 0.03% | +8+10.0% | Added |
| Washington Trust Advisors, Inc. | 92 | $41.8K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 94 | $44.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 100 | $45.4K | 0.00% | −427−81.0% | Reduced |
| First Community Trust NA | 100 | $45.4K | 0.04% | 00.0% | Unchanged |
| Alta Advisers Ltd | 100 | $45.4K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 103 | $46.8K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 103 | $46.8K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 106 | $48.2K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 106 | $48.2K | 0.02% | +106 | New |
| Trust Co | 108 | $49.1K | 0.01% | +108 | New |
| Central Trust Co | 127 | $57.7K | 0.00% | −28−18.1% | Reduced |
| Lummis Asset Management, LP | 140 | $63.6K | 0.09% | 00.0% | Unchanged |
| Allworth Financial LP | 142 | $64.5K | 0.00% | +21+17.4% | Added |
| Clean Yield Group | 150 | $68.2K | 0.03% | 00.0% | Unchanged |
| Hilltop National Bank | 150 | $68.2K | 0.02% | +150 | New |
| Brown Brothers Harriman & Co | 153 | $69.5K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 153 | $69.5K | 0.06% | +8+5.5% | Added |
| South State Corp. | 156 | $70.9K | 0.01% | +156 | New |
| Transamerica Financial Advisors, Inc. | 157 | $72.0K | 0.01% | −569−78.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 161 | $73.2K | 0.00% | −74−31.5% | Reduced |
| Proequities, Inc. | 166 | $75.4K | 0.00% | −2−1.2% | Reduced |
| Global Retirement Partners, LLC | 168 | $76.3K | 0.00% | +27+19.1% | Added |
| Quadrant Capital Group LLC | 174 | $79.1K | 0.01% | −32−15.5% | Reduced |
| Penserra Capital Management LLC | 178 | $80.0K | 0.00% | −167−48.4% | Reduced |
| Sandy Spring Bank | 180 | $81.8K | 0.00% | +44+32.4% | Added |
| Atticus Wealth Management, LLC | 182 | $82.7K | 0.03% | 00.0% | Unchanged |
| Washington Trust Co | 185 | $84.1K | 0.00% | −10−5.1% | Reduced |
| Swedbank AB | 185 | $84.1K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 193 | $85.5K | 0.01% | +17+9.7% | Added |
| Huntington National Bank | 191 | $86.8K | 0.00% | +12+6.7% | Added |
| Tobam | 196 | $89.0K | 0.01% | −170−46.4% | Reduced |
| American National Bank | 199 | $90.4K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 201 | $91.0K | 0.04% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 237 | $98.8K | 0.01% | +6+2.6% | Added |
| Addison Advisors LLC | 225 | $102.2K | 0.04% | 00.0% | Unchanged |
| Park Place Capital Corp | 244 | $110.9K | 0.04% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 247 | $112.0K | 0.01% | +5+2.1% | Added |
| First Horizon Advisors, Inc. | 248 | $112.8K | 0.00% | −35−12.4% | Reduced |
| Mather Group, LLC. | 244 | $116.2K | 0.00% | +244 | New |
| Private Trust Co NA | 280 | $127.2K | 0.01% | +217+344.4% | Added |
| Principal Securities, Inc. | 283 | $128.6K | 0.00% | +123+76.9% | Added |
| MCF Advisors LLC | 284 | $129.0K | 0.01% | 00.0% | Unchanged |
| Natixis Investment Managers International | 301 | $136.8K | 0.01% | −26−8.0% | Reduced |
| Riverview Trust Co | 301 | $136.8K | 0.11% | +301 | New |
| Benjamin F. Edwards & Company, Inc. | 316 | $144.0K | 0.00% | −22−6.5% | Reduced |
| Parallel Advisors, LLC | 327 | $148.7K | 0.00% | −72−18.0% | Reduced |
| Bessemer Group Inc | 330 | $150.0K | 0.00% | −111−25.2% | Reduced |
| Caldwell Trust Co | 357 | $162.2K | 0.02% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 357 | $162.2K | 0.02% | +56+18.6% | Added |
| Ci Investments Inc. | 374 | $170.0K | 0.00% | +46+14.0% | Added |
| Signaturefd, LLC | 379 | $172.3K | 0.00% | +4+1.1% | Added |
| JFS Wealth Advisors, LLC | 380 | $172.7K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 400 | $181.6K | 0.01% | +222+124.7% | Added |
| PrairieView Partners, LLC | 400 | $182.0K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 411 | $186.8K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 413 | $187.7K | 0.05% | +413 | New |
| Estabrook Capital Management | 425 | $193.1K | 0.03% | −30−6.6% | Reduced |
| Oppenheimer & Co Inc | 442 | $200.8K | 0.00% | +9+2.1% | Added |
| Cassaday & Co Wealth Management LLC | 442 | $200.8K | 0.01% | 00.0% | Unchanged |
| Security Financial Services, INC. | 443 | $201.3K | 0.05% | +443 | New |
| Vinva Investment Management Ltd | 444 | $201.7K | 0.01% | +444 | New |
| Delta Asset Management LLC | 450 | $204.5K | 0.02% | 00.0% | Unchanged |
| Tower Bridge Advisors | 450 | $204.5K | 0.02% | 00.0% | Unchanged |
| Gibbs Wealth Management | 458 | $208.1K | 0.12% | +458 | New |
| One Capital Management, LLC | 460 | $209.0K | 0.01% | −33−6.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 460 | $209.0K | 0.00% | +460 | New |
| Drive Wealth Management, LLC | 469 | $213.0K | 0.06% | −18−3.7% | Reduced |
| Buckingham Capital Management, Inc. | 470 | $213.6K | 0.03% | 00.0% | Unchanged |
| Geller Advisors LLC | 471 | $214.0K | 0.02% | −8−1.7% | Reduced |
| WMS Partners, LLC | 473 | $214.9K | 0.01% | +12+2.6% | Added |
| Perissos Private Wealth Management, LLC | 477 | $216.6K | 0.20% | +477 | New |
| Savant Capital, LLC | 482 | $219.1K | 0.00% | +12+2.6% | Added |
| Lido Advisors, LLC | 484 | $220.0K | 0.00% | +55+12.8% | Added |
| Martingale Asset Management L P | 485 | $220.4K | 0.00% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 486 | $221.0K | 0.00% | −30−5.8% | Reduced |
| Smith Shellnut Wilson LLC | 487 | $221.3K | 0.12% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 494 | $224.5K | 0.18% | +6+1.2% | Added |
| Dynamic Advisor Solutions LLC | 494 | $224.5K | 0.01% | +2+0.4% | Added |
| Pinnacle Associates Ltd | 496 | $225.4K | 0.00% | −11−2.2% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 499 | $227.0K | 0.00% | +499 | New |
| Middleton & Co Inc | 500 | $227.2K | 0.03% | 00.0% | Unchanged |