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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.

Q2 2024 vs. Q1 2024

How the institutions holding Factset Research Systems Inc changed between Q1 2024 and Q2 2024.

All holders in Q2 2024All holders in Q1 2024

13F holders of FDS: Q1 2024 compared with Q2 2024
MeasureQ1 2024Of which not filed for Q2 2024Q2 2024Change
Holders7828807+33
Shares35.0M87.7K35.8M+905.1K (+2.6%)
Value$15.9B$39.4M$14.6B−$1.22B (−7.7%)

8 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (94)

Institutions that held Factset Research Systems Inc at the end of Q2 2024 but not at the end of Q1 2024.

Institutions new to FDS in Q2 2024
InstitutionSharesValue% of portfolio
Trexquant Investment LP42,027$17.2M0.26%
HRT Financial LP33,171$13.5M0.08%
Sanctuary Advisors, LLC23,092$9.73M0.07%
Jump Financial, LLC17,783$7.26M0.15%
Pearl River Capital, LLC14,774$6.03M0.96%
Cinctive Capital Management LP13,926$5.69M0.31%
ExodusPoint Capital Management, LP13,570$5.54M0.06%
Mirae Asset Global ETFs Holdings Ltd.11,861$4.84M0.01%
Corebridge Financial, Inc.10,052$4.10M0.02%
Dynamic Technology Lab Private Ltd9,981$4.08M0.46%
Quantbot Technologies LP7,319$2.99M0.14%
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)6,739$2.75M0.03%
XTX Topco Ltd6,458$2.64M0.23%
Wiley Bros.-Aintree Capital, LLC6,186$2.53M0.11%
FORA Capital, LLC6,060$2.47M0.30%
Teza Capital Management LLC5,692$2.32M0.28%
Schonfeld Strategic Advisors LLC5,001$2.04M0.02%
Natixis4,814$1.97M0.01%
Centiva Capital, LP4,731$1.93M0.09%
Ofi Invest Asset Management5,000$1.90M0.05%
Warren Averett Asset Management, LLC4,562$1.86M0.04%
Pinebridge Investments, L.P.4,217$1.72M0.01%
Cordatus Wealth Management LLC4,169$1.70M0.64%
Mirabella Financial Services LLP4,046$1.65M0.12%
Bayesian Capital Management, LP3,727$1.52M0.17%
Stevens Capital Management LP3,446$1.41M0.48%
Y-Intercept (Hong Kong) Ltd3,001$1.23M0.07%
Aristides Capital LLC3,000$1.22M0.51%
Scientech Research LLC2,965$1.21M0.25%
Campbell & CO Investment Adviser LLC2,948$1.20M0.10%
Mizuho Securities USA LLC2,943$1.20M0.03%
MBB Public Markets I LLC2,800$1.14M0.02%
J. Safra Sarasin Holding AG2,643$1.08M0.02%
Knollwood Investment Advisory, LLC2,550$1.04M0.12%
Thurston, Springer, Miller, Herd & Titak, Inc.2,504$1.02M0.32%
Cornercap Investment Counsel Inc2,406$982.3K0.16%
Entropy Technologies, LP2,309$942.7K0.10%
Axq Capital, LP2,139$873.3K0.20%
Virtu Financial LLC2,032$829.0K0.06%
ISAM Funds (UK) Ltd1,962$801.0K0.60%
Caption Management, LLC1,900$775.7K0.08%
Occudo Quantitative Strategies LP1,780$726.7K0.13%
Paloma Partners Management Co1,757$717.3K0.06%
Cerro Pacific Wealth Advisors LLC1,734$708.0K0.27%
Versor Investments LP1,681$686.3K0.13%
Bridgefront Capital, LLC1,556$635.3K0.26%
Omers Administration Corp1,520$620.6K0.01%
Qsemble Capital Management, LP1,406$574.0K0.11%
Aquatic Capital Management LLC1,360$555.2K0.02%
CTC Alternative Strategies, Ltd.1,201$490.3K0.21%
Applied Finance Capital Management, LLC1,179$481.4K0.02%
Capula Management Ltd1,020$416.4K0.00%
Ashton Thomas Securities, LLC858$353.7K0.09%
Main Street Financial Solutions, LLC857$349.9K0.03%
Woodline Partners LP844$344.6K0.00%
Oak Thistle LLC800$326.6K0.24%
Verity & Verity, LLC756$308.7K0.03%
Curated Wealth Partners LLC751$306.6K0.04%
Berkshire Asset Management LLC723$295.2K0.01%
CAPROCK Group, Inc.653$266.6K0.01%
Boothbay Fund Management, LLC648$264.6K0.01%
Bradley Foster & Sargent Inc629$256.8K0.00%
Seven Eight Capital, LP626$255.6K0.03%
Cary Street Partner Investment Advisory LLC621$253.7K0.01%
Acadian Asset Management LLC558$227.0K0.00%
Nomura Holdings Inc549$224.1K0.00%
RSM US Wealth Management LLC505$208.0K0.00%
Creekmur Asset Management LLC430$175.6K0.05%
Ashton Thomas Private Wealth, LLC200$81.7K0.00%
Quarry LP152$62.1K0.03%
Federated Hermes, Inc.127$51.9K0.00%
Cypress Capital, LLC106$43.3K0.01%
Lazard Asset Management LLC103$42.0K0.00%
Gladius Capital Management LP81$33.1K0.03%
Financial Network Wealth Advisors LLC35$14.3K0.01%
Stephens Consulting, LLC33$13.5K0.00%
Exchange Traded Concepts, LLC22$8.98K0.00%
LRI Investments, LLC21$8.63K0.00%
Chris Bulman Inc20$8.16K0.01%
Innealta Capital, LLC19$7.76K0.00%
Tucker Asset Management LLC17$6.94K0.00%
Householder Group Estate & Retirement Specialist, LLC16$6.00K0.00%
Keener Financial Planning LLC17$6.00K0.00%
Glen Eagle Advisors, LLC14$5.72K0.00%
First Pacific Financial9$3.67K0.00%
Chilton Capital Management LLC5$2.04K0.00%
Painted Porch Advisors LLC4$1.66K0.00%
Triad Wealth Partners, LLC4$1.63K0.00%
Strengthening Families & Communities, LLC2$1.00K0.00%
Sachetta, LLC1$4170.00%
Opal Wealth Advisors, LLC1$4090.00%
WestEnd Advisors, LLC1$4080.00%
Y.D. More Investments Ltd20$220.00%
Clear Street Markets LLC1$00.00%

Sold out (61)

Institutions that held Factset Research Systems Inc at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of FDS in Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Azora Capital LP18,962$8.62M
Cookson Peirce & Co Inc18,417$8.37M
TCW Group Inc13,809$6.27M
American International Group, Inc.10,461$4.75M
XXEC, Inc.9,732$4.42M
Texas Permanent School Fund8,773$3.99M
Evoke Wealth, LLC7,695$3.50M
ING Groep NV4,802$2.18M
Banque Cantonale Vaudoise3,755$1.71M
K.J. Harrison & Partners Inc3,250$1.48M
Wellington Wealth Strategies, LLC.2,564$1.17M
Radnor Capital Management, LLC2,210$1.00M
Los Angeles Capital Management LLC2,059$935.6K
Prescott Group Capital Management, L.L.C.2,000$909.0K
Stratos Wealth Advisors, LLC1,876$852.5K
Strategic Wealth Partners, Ltd.1,796$816.2K
Lincoln National Corp1,606$729.8K
Metropolitan Life Insurance Co1,536$697.9K
Walleye Capital LLC1,387$630.2K
Balentine LLC1,184$538.1K
Nixon Peabody Trust Co1,057$480.3K
Alberta Investment Management Corp900$409.0K
Meridian Wealth Management, LLC757$344.0K
Graham Capital Management, L.P.750$340.8K
CoreCap Advisors, LLC712$323.4K
Empirical Asset Management, LLC687$312.2K
Hartline Investment Corp673$305.8K
Old Mission Capital LLC625$284.0K
Weil Company, Inc.579$263.1K
SYSTM Wealth Solutions LLC554$251.7K
Twinbeech Capital LP510$231.7K
Pinnacle Associates Ltd496$225.4K
Dynamic Advisor Solutions LLC494$224.5K
Smith Shellnut Wilson LLC487$221.3K
Moneta Group Investment Advisors LLC486$221.0K
Martingale Asset Management L P485$220.4K
Savant Capital, LLC482$219.1K
Perissos Private Wealth Management, LLC477$216.6K
WMS Partners, LLC473$214.9K
Geller Advisors LLC471$214.0K
Buckingham Capital Management, Inc.470$213.6K
Drive Wealth Management, LLC469$213.0K
One Capital Management, LLC460$209.0K
Tower Bridge Advisors450$204.5K
Security Financial Services, INC.443$201.3K
Cassaday & Co Wealth Management LLC442$200.8K
South State Corp.156$70.9K
Bokf, NA55$24.4K
Tfo-TDC, LLC43$19.5K
Spectrum Wealth Counsel, LLC42$19.1K
Evermay Wealth Management LLC22$10.0K
Tidemark, LLC19$8.63K
Salomon & Ludwin, LLC17$7.72K
Colonial Trust Advisors11$5.00K
Private Wealth Management Group, LLC8$3.64K
SOA Wealth Advisors, LLC.8$3.63K
Granite FO LLC4$1.65K
Beaird Harris Wealth Management, LLC2$909
PEAK6 Investments LLC2$898
Plato Investment Management Ltd1$454
Sofos Investments, Inc.1$402

Not filed for Q2 2024 yet (8)

Institutions that held Factset Research Systems Inc at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding FDS in Q1 2024 that haven't filed for Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Credit Suisse AG64,555$29.2M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund6,913$3.14M
Degroof Petercam Asset Management6,590$2.99M
Shell Asset Management Co6,322$2.58M
Cognios Beta Neutral Large Cap Fund, LP1,077$489.4K
KLR Investment Advisors, LLC837$367.0K
Handelsinvest Investeringsforvaltning793$360.0K
Grey Street Capital, LLC576$261.7K