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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
Arbor Investment Advisors, LLC500$227.2K0.03%00.0%Unchanged
Blue Edge Capital, LLC500$227.2K0.04%00.0%Unchanged
Leavell Investment Management, Inc.504$229.0K0.01%+51+11.3%Added
Lafayette Investments, Inc.506$229.9K0.05%+7+1.4%Added
Blue Barn Wealth, LLC509$231.3K0.13%+509New
Bouchey Financial Group Ltd510$231.7K0.02%00.0%Unchanged
Twinbeech Capital LP510$231.7K0.00%+510New
Baron Wealth Management LLC511$232.2K0.12%00.0%Unchanged
Symmetry Partners, LLC512$233.0K0.02%00.0%Unchanged
Glenview Trust Co520$236.3K0.01%00.0%Unchanged
Tocqueville Asset Management L.P.525$238.6K0.00%−25−4.5%Reduced
NEOS Investment Management LLC530$240.8K0.01%−8−1.5%Reduced
Diversified, LLC531$241.4K0.03%+56+11.8%Added
Perpetual Ltd532$241.7K0.00%−7−1.3%Reduced
Phillips Wealth Planners LLC573$244.7K0.28%+83+16.9%Added
Horizon Investments, LLC546$248.1K0.01%−26−4.5%Reduced
SYSTM Wealth Solutions LLC554$251.7K0.03%+554New
Gamco Investors, Inc. Et Al555$252.2K0.00%00.0%Unchanged
PFG Investments, LLC557$253.3K0.02%+557New
Intrua Financial, LLC558$253.3K0.04%+48+9.4%Added
Petrus Trust Company, LTA561$254.9K0.02%00.0%Unchanged
Harbor Investment Advisory, LLC566$257.2K0.03%00.0%Unchanged
Outlook Wealth Advisors, LLC573$260.4K0.08%+124+27.6%Added
Hall Laurie J Trustee575$261.0K0.09%00.0%Unchanged
AMG National Trust Bank575$261.3K0.01%00.0%Unchanged
Martin Investment Management, LLC575$261.3K0.06%00.0%Unchanged
Financial Advocates Investment Management576$261.7K0.02%+1+0.2%Added
Grey Street Capital, LLC576$261.7K0.04%+576New
Weil Company, Inc.579$263.1K0.10%+17+3.0%Added
Koshinski Asset Management, Inc.580$263.5K0.03%−215−27.0%Reduced
Profund Advisors LLC584$265.4K0.01%+68+13.2%Added
Tiaa Trust, National Association586$266.3K0.00%−54−8.4%Reduced
Belpointe Asset Management LLC591$268.8K0.02%+57+10.7%Added
Motley Fool Asset Management LLC592$269.0K0.02%−24−3.9%Reduced
Gen-Wealth Partners Inc603$273.8K0.14%+603New
Paces Ferry Wealth Advisors, LLC605$274.9K0.18%−34−5.3%Reduced
Checchi Capital Advisers, LLC607$275.8K0.02%−13−2.1%Reduced
Mutual Advisors, LLC611$277.8K0.01%+81+15.3%Added
Investment Management Corp of Ontario614$279.0K0.01%−300−32.8%Reduced
Bennett Selby Investments LP618$281.0K0.13%+2+0.3%Added
Versant Capital Management, Inc620$281.7K0.08%00.0%Unchanged
Old Mission Capital LLC625$284.0K0.01%+625New
Pine Haven Investment Counsel, Inc625$284.0K0.25%00.0%Unchanged
Empowered Funds, LLC626$284.4K0.01%+202+47.6%Added
GAMMA Investing LLC628$285.4K0.06%+163+35.1%Added
Legacy Wealth Asset Management, LLC633$287.6K0.08%+2+0.3%Added
Canandaigua National Bank & Trust Co635$288.5K0.04%−54−7.8%Reduced
KCM Investment Advisors LLC639$290.4K0.01%−360−36.0%Reduced
Seelaus Asset Management LLC640$290.8K0.29%00.0%Unchanged
DoubleLine ETF Adviser LP648$294.4K0.07%+22+3.5%Added
Greenleaf Trust653$296.7K0.00%−21−3.1%Reduced
Avantax Advisory Services, Inc.655$297.6K0.00%−93−12.4%Reduced
Strategy Asset Managers LLC662$300.6K0.06%+8+1.2%Added
Gotham Asset Management, LLC663$301.3K0.00%−89−11.8%Reduced
Rowland & Co Investment Counsel670$304.4K0.06%−5−0.7%Reduced
Andina Capital Management, LLC670$304.5K0.24%+670New
Perigon Wealth Management, LLC671$304.9K0.01%+22+3.4%Added
Fort Washington Investment Advisors Inc672$305.4K0.00%00.0%Unchanged
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors673$305.8K0.05%+244+56.9%Added
Hartline Investment Corp673$305.8K0.05%+673New
Williams Jones Wealth Management, LLC.674$306.3K0.00%00.0%Unchanged
Brevan Howard Capital Management LP678$308.1K0.03%+678New
Apella Capital, LLC703$309.1K0.02%00.0%Unchanged
Eqis Capital Management, Inc.683$310.5K0.02%−133−16.3%Reduced
Empirical Asset Management, LLC687$312.2K0.15%+687New
Capstone Investment Advisors, LLC690$313.5K0.01%+690New
Dumont & Blake Investment Advisors LLC691$313.9K0.09%−42−5.7%Reduced
IHT Wealth Management, LLC697$316.5K0.01%−85−10.9%Reduced
Gabelli Funds LLC700$318.1K0.00%+100+16.7%Added
HBK Sorce Advisory LLC702$319.0K0.01%−16−2.2%Reduced
Vestcor Inc702$319.0K0.01%−7−1.0%Reduced
Synovus Financial Corp709$322.2K0.00%+25+3.7%Added
Atria Wealth Solutions, Inc.711$322.9K0.00%−55−7.2%Reduced
GTS Securities LLC711$323.1K0.01%−263−27.0%Reduced
CoreCap Advisors, LLC712$323.4K0.02%+107+17.7%Added
National Asset Management, Inc.744$325.5K0.01%+258+53.1%Added
Alps Advisors Inc724$329.0K0.00%−27−3.6%Reduced
Kolinsky Wealth Management, LLC733$333.1K0.25%−11−1.5%Reduced
Intrust Bank NA743$337.6K0.04%−18−2.4%Reduced
Everpar Advisors LLC748$339.9K0.21%−47−5.9%Reduced
Graham Capital Management, L.P.750$340.8K0.01%+750New
Brady Family Wealth, LLC755$343.1K0.11%−12−1.6%Reduced
Meridian Wealth Management, LLC757$344.0K0.06%00.0%Unchanged
Haverford Trust Co772$350.8K0.00%+154+24.9%Added
Peapack Gladstone Financial Corp773$351.0K0.01%+42+5.7%Added
Stokes Capital Advisors, LLC779$354.0K0.10%00.0%Unchanged
Great Diamond Partners, LLC780$354.4K0.08%−11−1.4%Reduced
Parsons Capital Management Inc784$356.2K0.02%00.0%Unchanged
We Are One Seven, LLC787$357.6K0.02%−255−24.5%Reduced
Wetherby Asset Management Inc788$358.1K0.02%00.0%Unchanged
Bleakley Financial Group, LLC789$358.5K0.01%+75+10.5%Added
Simplicity Wealth,LLC789$358.5K0.01%+789New
Handelsinvest Investeringsforvaltning793$360.0K0.17%−411−34.1%Reduced
Apeiron RIA LLC793$360.3K0.10%+3+0.4%Added
Sage Private Wealth Group, LLC798$362.8K0.29%+365+84.3%Added
Legacy Financial Advisors, Inc.802$364.5K0.07%+54+7.2%Added
KLR Investment Advisors, LLC837$367.0K0.27%−63−7.0%Reduced
Meeder Advisory Services, Inc.847$384.9K0.04%−3−0.4%Reduced
Brinker Capital Investments, LLC850$386.2K0.00%+17+2.0%Added
Orion Portfolio Solutions, LLC850$386.2K0.00%+17+2.0%Added