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 |
|---|---|---|---|---|---|
| Precision Wealth Strategies, LLC | 861 | $391.3K | 0.37% | −24−2.7% | Reduced |
| Beacon Investment Advisory Services, Inc. | 864 | $392.6K | 0.02% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 868 | $394.4K | 0.05% | −98−10.1% | Reduced |
| TRUE Private Wealth Advisors | 869 | $395.0K | 0.05% | +75+9.4% | Added |
| Swiss Life Asset Management Ltd | 874 | $397.1K | 0.01% | −1,301−59.8% | Reduced |
| Veriti Management LLC | 898 | $408.1K | 0.03% | +196+27.9% | Added |
| Alberta Investment Management Corp | 900 | $409.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 919 | $417.6K | 0.01% | +24+2.7% | Added |
| Rockland Trust Co | 933 | $423.9K | 0.02% | −17−1.8% | Reduced |
| Empirical Finance, LLC | 938 | $426.2K | 0.03% | +47+5.3% | Added |
| Wallace Advisory Group, LLC | 900 | $429.3K | 0.32% | +84+10.3% | Added |
| KFG Wealth Management, LLC | 946 | $430.0K | 0.18% | +10+1.1% | Added |
| Apollon Wealth Management, LLC | 948 | $430.8K | 0.01% | −91−8.8% | Reduced |
| Sequoia Financial Advisors, LLC | 964 | $438.0K | 0.01% | −1,969−67.1% | Reduced |
| V-Square Quantitative Management LLC | 964 | $438.0K | 0.07% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 969 | $440.0K | 0.00% | −7,606−88.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 971 | $441.2K | 0.01% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 1,006 | $443.0K | 0.03% | +10+1.0% | Added |
| Aureus Asset Management, LLC | 975 | $443.0K | 0.03% | −100−9.3% | Reduced |
| Roberts Glore & Co Inc | 975 | $443.0K | 0.13% | 00.0% | Unchanged |
| Seeds Investor LLC | 978 | $444.2K | 0.41% | +80+8.9% | Added |
| Silver Lake Advisory, LLC | 981 | $446.0K | 0.20% | +981 | New |
| Daymark Wealth Partners, LLC | 989 | $449.5K | 0.02% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 990 | $449.8K | 0.25% | −60−5.7% | Reduced |
| QRG Capital Management, Inc. | 998 | $453.5K | 0.01% | +165+19.8% | Added |
| Tokio Marine Asset Management Co Ltd | 999 | $453.9K | 0.02% | +19+1.9% | Added |
| Miracle Mile Advisors, LLC | 1,000 | $454.4K | 0.01% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 1,012 | $459.8K | 0.02% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 1,013 | $460.3K | 0.06% | −122−10.7% | Reduced |
| Rakuten Investment Management, Inc. | 1,025 | $465.7K | 0.00% | +931+990.4% | Added |
| Hurlow Wealth Management Group, Inc. | 1,043 | $473.9K | 0.17% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 1,057 | $480.3K | 0.04% | −93−8.1% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 1,077 | $489.4K | 0.64% | −79−6.8% | Reduced |
| LMCG Investments, LLC | 1,093 | $496.6K | 0.03% | −55−4.8% | Reduced |
| Provident Investment Management, Inc. | 1,095 | $497.6K | 0.04% | −225−17.0% | Reduced |
| Summit Financial, LLC | 1,097 | $498.5K | 0.03% | −340−23.7% | Reduced |
| Fifth Third Bancorp | 1,108 | $503.5K | 0.00% | −21−1.9% | Reduced |
| Ballentine Partners, LLC | 1,109 | $503.9K | 0.01% | +11+1.0% | Added |
| Siemens Fonds Invest GmbH | 1,115 | $506.6K | 0.04% | +691+163.0% | Added |
| HM Payson & Co | 1,118 | $508.0K | 0.01% | +70+6.7% | Added |
| Lindenwold Advisors | 1,123 | $510.3K | 0.27% | −8−0.7% | Reduced |
| Steel Peak Wealth Management LLC | 1,123 | $510.3K | 0.03% | +1,123 | New |
| National Philanthropic Trust | 1,130 | $513.5K | 0.01% | −50−4.2% | Reduced |
| CIBC World Markets Inc. | 1,172 | $533.0K | 0.00% | +261+28.6% | Added |
| D.A. Davidson & Co. | 1,174 | $533.6K | 0.00% | +59+5.3% | Added |
| Wesbanco Bank Inc | 1,175 | $533.9K | 0.02% | +1,175 | New |
| Balentine LLC | 1,184 | $538.1K | 0.02% | −1−0.1% | Reduced |
| Colony Group, LLC | 1,193 | $542.0K | 0.00% | +93+8.5% | Added |
| Mayflower Financial Advisors, LLC | 1,206 | $548.2K | 0.09% | −1−0.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 1,208 | $548.9K | 0.01% | +6+0.5% | Added |
| Harbor Capital Advisors, Inc. | 1,214 | $552.0K | 0.07% | +434+55.6% | Added |
| Quantum Private Wealth, LLC | 1,246 | $566.2K | 0.21% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,284 | $568.5K | 0.00% | +2+0.2% | Added |
| Vontobel Holding Ltd. | 1,255 | $570.3K | 0.00% | −355−22.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 1,257 | $571.2K | 0.04% | −96−7.1% | Reduced |
| Camden Capital, LLC | 1,262 | $573.5K | 0.05% | −110−8.0% | Reduced |
| Palisade Asset Management, LLC | 1,265 | $574.8K | 0.06% | +90+7.7% | Added |
| Norinchukin Bank, The | 1,266 | $575.3K | 0.02% | −20−1.6% | Reduced |
| GYL Financial Synergies, LLC | 1,267 | $575.7K | 0.05% | −39−3.0% | Reduced |
| Argent Trust Co | 1,285 | $583.9K | 0.03% | +35+2.8% | Added |
| MAI Capital Management | 1,292 | $587.0K | 0.01% | +73+6.0% | Added |
| Dividend Assets Capital, LLC | 1,291 | $587.0K | 0.12% | −4−0.3% | Reduced |
| Nilsine Partners, LLC | 1,344 | $610.7K | 0.08% | −381−22.1% | Reduced |
| Texas Yale Capital Corp. | 1,345 | $611.2K | 0.03% | +1,345 | New |
| Ieq Capital, LLC | 1,363 | $619.1K | 0.01% | +83+6.5% | Added |
| Squarepoint Ops LLC | 1,375 | $624.8K | 0.00% | +346+33.6% | Added |
| Walleye Capital LLC | 1,387 | $630.2K | 0.01% | +1,387 | New |
| Stock Yards Bank & Trust Co | 1,402 | $637.1K | 0.02% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 1,409 | $640.3K | 0.07% | +97+7.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,418 | $644.8K | 0.03% | +74+5.5% | Added |
| Covenant Partners, LLC | 1,434 | $651.6K | 0.19% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 1,445 | $656.6K | 0.15% | +1,010+232.2% | Added |
| E. Ohman J:or Asset Management AB | 1,454 | $660.7K | 0.02% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 1,475 | $670.2K | 0.02% | −14−0.9% | Reduced |
| Quantinno Capital Management LP | 1,476 | $671.0K | 0.01% | +124+9.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 1,478 | $671.6K | 0.01% | +104+7.6% | Added |
| Conestoga Capital Advisors, LLC | 1,487 | $675.7K | 0.01% | +5+0.3% | Added |
| Guardian Capital LP | 1,491 | $677.5K | 0.02% | +53+3.7% | Added |
| Anchor Capital Advisors LLC | 1,500 | $681.6K | 0.02% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 1,509 | $685.7K | 0.04% | +1,509 | New |
| APG Asset Management N.V. | 1,635 | $687.9K | 0.00% | −21,199−92.8% | Reduced |
| SkyView Investment Advisors, LLC | 1,526 | $693.0K | 0.13% | +1,526 | New |
| Klein Pavlis & Peasley Financial, Inc. | 1,527 | $693.9K | 0.63% | −110−6.7% | Reduced |
| Metropolitan Life Insurance Co | 1,536 | $697.9K | 0.03% | −10−0.6% | Reduced |
| Alliance Wealth Advisors, LLC | 1,555 | $706.6K | 0.21% | −34−2.1% | Reduced |
| Guggenheim Capital LLC | 1,576 | $716.1K | 0.01% | −631−28.6% | Reduced |
| Institute for Wealth Management, LLC. | 1,586 | $720.7K | 0.09% | −1−0.1% | Reduced |
| Lincoln National Corp | 1,606 | $729.8K | 0.01% | +113+7.6% | Added |
| Park Avenue Securities LLC | 1,625 | $739.0K | 0.01% | +72+4.6% | Added |
| Integrated Wealth Concepts LLC | 1,627 | $739.5K | 0.01% | +31+1.9% | Added |
| Private Advisor Group, LLC | 1,637 | $744.0K | 0.01% | +103+6.7% | Added |
| Davenport & Co LLC | 1,649 | $749.3K | 0.00% | +144+9.6% | Added |
| Ninety One SA (PTY) Ltd | 1,653 | $751.1K | 0.11% | −560−25.3% | Reduced |
| Dakota Wealth Management | 1,653 | $751.1K | 0.02% | +299+22.1% | Added |
| Engineers Gate Manager LP | 1,670 | $758.8K | 0.02% | +1,670 | New |
| Northwest Investment Counselors, LLC | 1,692 | $768.8K | 0.19% | −50−2.9% | Reduced |
| Capital Investment Services of America, Inc. | 1,693 | $769.3K | 0.07% | −125−6.9% | Reduced |
| Wedbush Securities Inc | 1,708 | $776.0K | 0.03% | +1,260+281.3% | Added |
| Wolverine Trading, LLC | 1,716 | $779.7K | 0.01% | +1,091+174.6% | Added |
| Mount Yale Investment Advisors, LLC | 1,735 | $788.4K | 0.06% | −109−5.9% | Reduced |