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 |
|---|---|---|---|---|---|
| SkyView Investment Advisors, LLC | 1,526 | $693.0K | 0.13% | +1,526 | New |
| APG Asset Management N.V. | 1,635 | $687.9K | 0.00% | −21,199−92.8% | Reduced |
| Robertson Stephens Wealth Management, LLC | 1,509 | $685.7K | 0.04% | +1,509 | New |
| Anchor Capital Advisors LLC | 1,500 | $681.6K | 0.02% | 00.0% | Unchanged |
| Guardian Capital LP | 1,491 | $677.5K | 0.02% | +53+3.7% | Added |
| Conestoga Capital Advisors, LLC | 1,487 | $675.7K | 0.01% | +5+0.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 1,478 | $671.6K | 0.01% | +104+7.6% | Added |
| Quantinno Capital Management LP | 1,476 | $671.0K | 0.01% | +124+9.2% | Added |
| Snowden Capital Advisors LLC | 1,475 | $670.2K | 0.02% | −14−0.9% | Reduced |
| E. Ohman J:or Asset Management AB | 1,454 | $660.7K | 0.02% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 1,445 | $656.6K | 0.15% | +1,010+232.2% | Added |
| Covenant Partners, LLC | 1,434 | $651.6K | 0.19% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,418 | $644.8K | 0.03% | +74+5.5% | Added |
| FourThought Financial Partners, LLC | 1,409 | $640.3K | 0.07% | +97+7.4% | Added |
| Stock Yards Bank & Trust Co | 1,402 | $637.1K | 0.02% | 00.0% | Unchanged |
| Walleye Capital LLC | 1,387 | $630.2K | 0.01% | +1,387 | New |
| Squarepoint Ops LLC | 1,375 | $624.8K | 0.00% | +346+33.6% | Added |
| Ieq Capital, LLC | 1,363 | $619.1K | 0.01% | +83+6.5% | Added |
| Texas Yale Capital Corp. | 1,345 | $611.2K | 0.03% | +1,345 | New |
| Nilsine Partners, LLC | 1,344 | $610.7K | 0.08% | −381−22.1% | Reduced |
| Dividend Assets Capital, LLC | 1,291 | $587.0K | 0.12% | −4−0.3% | Reduced |
| MAI Capital Management | 1,292 | $587.0K | 0.01% | +73+6.0% | Added |
| Argent Trust Co | 1,285 | $583.9K | 0.03% | +35+2.8% | Added |
| GYL Financial Synergies, LLC | 1,267 | $575.7K | 0.05% | −39−3.0% | Reduced |
| Norinchukin Bank, The | 1,266 | $575.3K | 0.02% | −20−1.6% | Reduced |
| Palisade Asset Management, LLC | 1,265 | $574.8K | 0.06% | +90+7.7% | Added |
| Camden Capital, LLC | 1,262 | $573.5K | 0.05% | −110−8.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 1,257 | $571.2K | 0.04% | −96−7.1% | Reduced |
| Vontobel Holding Ltd. | 1,255 | $570.3K | 0.00% | −355−22.0% | Reduced |
| CIBC Private Wealth Group, LLC | 1,284 | $568.5K | 0.00% | +2+0.2% | Added |
| Quantum Private Wealth, LLC | 1,246 | $566.2K | 0.21% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 1,214 | $552.0K | 0.07% | +434+55.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 1,208 | $548.9K | 0.01% | +6+0.5% | Added |
| Mayflower Financial Advisors, LLC | 1,206 | $548.2K | 0.09% | −1−0.1% | Reduced |
| Colony Group, LLC | 1,193 | $542.0K | 0.00% | +93+8.5% | Added |
| Balentine LLC | 1,184 | $538.1K | 0.02% | −1−0.1% | Reduced |
| Wesbanco Bank Inc | 1,175 | $533.9K | 0.02% | +1,175 | New |
| D.A. Davidson & Co. | 1,174 | $533.6K | 0.00% | +59+5.3% | Added |
| CIBC World Markets Inc. | 1,172 | $533.0K | 0.00% | +261+28.6% | Added |
| National Philanthropic Trust | 1,130 | $513.5K | 0.01% | −50−4.2% | Reduced |
| 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 |
| HM Payson & Co | 1,118 | $508.0K | 0.01% | +70+6.7% | Added |
| Siemens Fonds Invest GmbH | 1,115 | $506.6K | 0.04% | +691+163.0% | Added |
| Ballentine Partners, LLC | 1,109 | $503.9K | 0.01% | +11+1.0% | Added |
| Fifth Third Bancorp | 1,108 | $503.5K | 0.00% | −21−1.9% | Reduced |
| Summit Financial, LLC | 1,097 | $498.5K | 0.03% | −340−23.7% | Reduced |
| Provident Investment Management, Inc. | 1,095 | $497.6K | 0.04% | −225−17.0% | Reduced |
| LMCG Investments, LLC | 1,093 | $496.6K | 0.03% | −55−4.8% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 1,077 | $489.4K | 0.64% | −79−6.8% | Reduced |
| Nixon Peabody Trust Co | 1,057 | $480.3K | 0.04% | −93−8.1% | Reduced |
| Hurlow Wealth Management Group, Inc. | 1,043 | $473.9K | 0.17% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 1,025 | $465.7K | 0.00% | +931+990.4% | Added |
| Shepherd Financial Partners LLC | 1,013 | $460.3K | 0.06% | −122−10.7% | Reduced |
| Birch Hill Investment Advisors LLC | 1,012 | $459.8K | 0.02% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 1,000 | $454.4K | 0.01% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 999 | $453.9K | 0.02% | +19+1.9% | Added |
| QRG Capital Management, Inc. | 998 | $453.5K | 0.01% | +165+19.8% | Added |
| Alhambra Investment Partners LLC | 990 | $449.8K | 0.25% | −60−5.7% | Reduced |
| Daymark Wealth Partners, LLC | 989 | $449.5K | 0.02% | 00.0% | Unchanged |
| Silver Lake Advisory, LLC | 981 | $446.0K | 0.20% | +981 | New |
| Seeds Investor LLC | 978 | $444.2K | 0.41% | +80+8.9% | 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 |
| HighPoint Advisor Group LLC | 1,006 | $443.0K | 0.03% | +10+1.0% | Added |
| Douglass Winthrop Advisors, LLC | 971 | $441.2K | 0.01% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 969 | $440.0K | 0.00% | −7,606−88.7% | 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 |
| Apollon Wealth Management, LLC | 948 | $430.8K | 0.01% | −91−8.8% | Reduced |
| KFG Wealth Management, LLC | 946 | $430.0K | 0.18% | +10+1.1% | Added |
| Wallace Advisory Group, LLC | 900 | $429.3K | 0.32% | +84+10.3% | Added |
| Empirical Finance, LLC | 938 | $426.2K | 0.03% | +47+5.3% | Added |
| Rockland Trust Co | 933 | $423.9K | 0.02% | −17−1.8% | Reduced |
| Raymond James Trust N.A. | 919 | $417.6K | 0.01% | +24+2.7% | Added |
| Alberta Investment Management Corp | 900 | $409.0K | 0.00% | 00.0% | Unchanged |
| Veriti Management LLC | 898 | $408.1K | 0.03% | +196+27.9% | Added |
| Swiss Life Asset Management Ltd | 874 | $397.1K | 0.01% | −1,301−59.8% | Reduced |
| TRUE Private Wealth Advisors | 869 | $395.0K | 0.05% | +75+9.4% | Added |
| Dean Investment Associates, LLC | 868 | $394.4K | 0.05% | −98−10.1% | Reduced |
| Beacon Investment Advisory Services, Inc. | 864 | $392.6K | 0.02% | 00.0% | Unchanged |
| Precision Wealth Strategies, LLC | 861 | $391.3K | 0.37% | −24−2.7% | Reduced |
| Brinker Capital Investments, LLC | 850 | $386.2K | 0.00% | +17+2.0% | Added |
| Orion Portfolio Solutions, LLC | 850 | $386.2K | 0.00% | +17+2.0% | Added |
| Meeder Advisory Services, Inc. | 847 | $384.9K | 0.04% | −3−0.4% | Reduced |
| KLR Investment Advisors, LLC | 837 | $367.0K | 0.27% | −63−7.0% | Reduced |
| Legacy Financial Advisors, Inc. | 802 | $364.5K | 0.07% | +54+7.2% | Added |
| Sage Private Wealth Group, LLC | 798 | $362.8K | 0.29% | +365+84.3% | Added |
| Apeiron RIA LLC | 793 | $360.3K | 0.10% | +3+0.4% | Added |
| Handelsinvest Investeringsforvaltning | 793 | $360.0K | 0.17% | −411−34.1% | Reduced |
| Bleakley Financial Group, LLC | 789 | $358.5K | 0.01% | +75+10.5% | Added |
| Simplicity Wealth,LLC | 789 | $358.5K | 0.01% | +789 | New |
| Wetherby Asset Management Inc | 788 | $358.1K | 0.02% | 00.0% | Unchanged |
| We Are One Seven, LLC | 787 | $357.6K | 0.02% | −255−24.5% | Reduced |
| Parsons Capital Management Inc | 784 | $356.2K | 0.02% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 780 | $354.4K | 0.08% | −11−1.4% | Reduced |
| Stokes Capital Advisors, LLC | 779 | $354.0K | 0.10% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 773 | $351.0K | 0.01% | +42+5.7% | Added |
| Haverford Trust Co | 772 | $350.8K | 0.00% | +154+24.9% | Added |
| Meridian Wealth Management, LLC | 757 | $344.0K | 0.06% | 00.0% | Unchanged |