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 |
|---|---|---|---|---|---|
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −2,154−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −1,783−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −1,710−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −1,450−100.0% | Sold out |
| Sit Investment Associates Inc | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −1,066−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −1,030−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,001−100.0% | Sold out |
| Curated Wealth Partners LLC | 0 | $0 | 0.00% | −993−100.0% | Sold out |
| National Wealth Management Group, LLC | 0 | $0 | 0.00% | −969−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −932−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −888−100.0% | Sold out |
| FJ Investments, LLC | 0 | $0 | 0.00% | −877−100.0% | Sold out |
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −860−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −853−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −794−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −782−100.0% | Sold out |
| Websterrogers Financial Advisors, LLC | 0 | $0 | 0.00% | −774−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −745−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −711−100.0% | Sold out |
| Tyche Wealth Partners LLC | 0 | $0 | 0.00% | −598−100.0% | Sold out |
| River Wealth Advisors LLC | 0 | $0 | 0.00% | −492−100.0% | Sold out |
| Wedmont Private Capital | 0 | $0 | 0.00% | −485−100.0% | Sold out |
| Trust Asset Management LLC | 0 | $0 | 0.00% | −439−100.0% | Sold out |
| LCNB Corp | 0 | $0 | 0.00% | −431−100.0% | Sold out |
| HB Wealth Management, LLC | 0 | $0 | 0.00% | −423−100.0% | Sold out |
| PFW Advisors LLC | 0 | $0 | 0.00% | −422−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −420−100.0% | Sold out |
| Annapolis Financial Services, LLC | 0 | $0 | 0.00% | −391−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −244−100.0% | Sold out |
| Planned Solutions, Inc. | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −183−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −146−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Cambridge Trust Co | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| PFS Partners, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Sawtooth Solutions, LLC | – | – | – | – | Not filed |
| Desjardins Global Asset Management Inc. | – | – | – | – | Not filed |
| Strategic Investment Solutions, Inc. | – | – | – | – | Not filed |
| Provence Wealth Management Group | – | – | – | – | Not filed |