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 |
|---|---|---|---|---|---|
| Delta Asset Management LLC | 450 | $204.5K | 0.02% | 00.0% | Unchanged |
| Tower Bridge Advisors | 450 | $204.5K | 0.02% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 444 | $201.7K | 0.01% | +444 | New |
| Security Financial Services, INC. | 443 | $201.3K | 0.05% | +443 | New |
| Cassaday & Co Wealth Management LLC | 442 | $200.8K | 0.01% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 442 | $200.8K | 0.00% | +9+2.1% | Added |
| Estabrook Capital Management | 425 | $193.1K | 0.03% | −30−6.6% | Reduced |
| Headlands Technologies LLC | 413 | $187.7K | 0.05% | +413 | New |
| Farmers & Merchants Investments Inc | 411 | $186.8K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 400 | $182.0K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 400 | $181.6K | 0.01% | +222+124.7% | Added |
| JFS Wealth Advisors, LLC | 380 | $172.7K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 379 | $172.3K | 0.00% | +4+1.1% | Added |
| Ci Investments Inc. | 374 | $170.0K | 0.00% | +46+14.0% | Added |
| Icon Wealth Advisors, LLC | 357 | $162.2K | 0.02% | +56+18.6% | Added |
| Caldwell Trust Co | 357 | $162.2K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 330 | $150.0K | 0.00% | −111−25.2% | Reduced |
| Parallel Advisors, LLC | 327 | $148.7K | 0.00% | −72−18.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 316 | $144.0K | 0.00% | −22−6.5% | Reduced |
| Natixis Investment Managers International | 301 | $136.8K | 0.01% | −26−8.0% | Reduced |
| Riverview Trust Co | 301 | $136.8K | 0.11% | +301 | New |
| MCF Advisors LLC | 284 | $129.0K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 283 | $128.6K | 0.00% | +123+76.9% | Added |
| Private Trust Co NA | 280 | $127.2K | 0.01% | +217+344.4% | Added |
| Mather Group, LLC. | 244 | $116.2K | 0.00% | +244 | New |
| First Horizon Advisors, Inc. | 248 | $112.8K | 0.00% | −35−12.4% | Reduced |
| Capital Advisors, Ltd. LLC | 247 | $112.0K | 0.01% | +5+2.1% | Added |
| Park Place Capital Corp | 244 | $110.9K | 0.04% | 00.0% | Unchanged |
| Addison Advisors LLC | 225 | $102.2K | 0.04% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 237 | $98.8K | 0.01% | +6+2.6% | Added |
| Sentry Investment Management LLC | 201 | $91.0K | 0.04% | 00.0% | Unchanged |
| American National Bank | 199 | $90.4K | 0.01% | 00.0% | Unchanged |
| Tobam | 196 | $89.0K | 0.01% | −170−46.4% | Reduced |
| Huntington National Bank | 191 | $86.8K | 0.00% | +12+6.7% | Added |
| Farther Finance Advisors, LLC | 193 | $85.5K | 0.01% | +17+9.7% | Added |
| Washington Trust Co | 185 | $84.1K | 0.00% | −10−5.1% | Reduced |
| Swedbank AB | 185 | $84.1K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 182 | $82.7K | 0.03% | 00.0% | Unchanged |
| Sandy Spring Bank | 180 | $81.8K | 0.00% | +44+32.4% | Added |
| Penserra Capital Management LLC | 178 | $80.0K | 0.00% | −167−48.4% | Reduced |
| Quadrant Capital Group LLC | 174 | $79.1K | 0.01% | −32−15.5% | Reduced |
| Global Retirement Partners, LLC | 168 | $76.3K | 0.00% | +27+19.1% | Added |
| Proequities, Inc. | 166 | $75.4K | 0.00% | −2−1.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 161 | $73.2K | 0.00% | −74−31.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 157 | $72.0K | 0.01% | −569−78.4% | Reduced |
| South State Corp. | 156 | $70.9K | 0.01% | +156 | 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 |
| Clean Yield Group | 150 | $68.2K | 0.03% | 00.0% | Unchanged |
| Hilltop National Bank | 150 | $68.2K | 0.02% | +150 | New |
| Allworth Financial LP | 142 | $64.5K | 0.00% | +21+17.4% | Added |
| Lummis Asset Management, LP | 140 | $63.6K | 0.09% | 00.0% | Unchanged |
| Central Trust Co | 127 | $57.7K | 0.00% | −28−18.1% | Reduced |
| Trust Co | 108 | $49.1K | 0.01% | +108 | New |
| TD Private Client Wealth LLC | 106 | $48.2K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 106 | $48.2K | 0.02% | +106 | New |
| Compass Wealth Management LLC | 103 | $46.8K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 103 | $46.8K | 0.01% | 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 |
| Smithfield Trust Co | 94 | $44.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 92 | $41.8K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 88 | $40.0K | 0.03% | +8+10.0% | Added |
| Colonial Trust Co | 83 | $37.7K | 0.01% | +49+144.1% | Added |
| Ronald Blue Trust, Inc. | 82 | $37.3K | 0.00% | −229−73.6% | Reduced |
| Bogart Wealth, LLC | 81 | $36.8K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 81 | $36.8K | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 80 | $36.4K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 75 | $34.1K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 74 | $33.9K | 0.00% | +5+7.2% | Added |
| Plante Moran Financial Advisors, LLC | 70 | $31.8K | 0.00% | +70 | New |
| Massmutual Trust Co FSB | 67 | $30.4K | 0.00% | −4−5.6% | Reduced |
| Motco | 67 | $30.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 65 | $30.0K | 0.02% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 65 | $29.0K | 0.01% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 63 | $28.6K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 64 | $28.2K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 60 | $27.5K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 62 | $27.3K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 57 | $25.9K | 0.03% | 00.0% | Unchanged |
| Bokf, NA | 55 | $24.4K | 0.00% | −13−19.1% | Reduced |
| Valley National Advisers Inc | 53 | $24.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 52 | $23.6K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 52 | $23.6K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 50 | $22.7K | 0.00% | −35−41.2% | Reduced |
| First United Bank Trust | 50 | $22.7K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 48 | $21.8K | 0.00% | −728−93.8% | Reduced |
| Thompson Investment Management, Inc. | 48 | $21.8K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 46 | $20.9K | 0.00% | −1−2.1% | Reduced |
| EntryPoint Capital, LLC | 46 | $20.9K | 0.02% | +46 | New |
| IFP Advisors, Inc | 45 | $20.4K | 0.00% | −17−27.4% | Reduced |
| NVWM, LLC | 44 | $20.0K | 0.01% | −2−4.3% | Reduced |
| GoalVest Advisory LLC | 44 | $20.0K | 0.01% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 43 | $19.5K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 42 | $19.1K | 0.00% | −3−6.7% | Reduced |
| Parkside Financial Bank & Trust | 41 | $18.6K | 0.00% | +6+17.1% | Added |
| Arrow Financial Corp | 41 | $18.6K | 0.00% | −10−19.6% | Reduced |
| Centerpoint Advisors, LLC | 37 | $17.0K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 37 | $16.8K | 0.00% | 00.0% | Unchanged |