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, Q2 2024
Institutional positions in Factset Research Systems Inc as of Jun 30, 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
- 807
- +33 vs. Q1 2024
- Shares held
- 35.8M
- +905.1K (+2.6%) vs. Q1 2024
- Total value
- $14.6B
- −$1.22B (−7.7%) vs. Q1 2024
- New holders
- 94
- 294 more added
- Sold out
- 61
- 267 more reduced
8 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Factset Research Systems Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LGT Financial Advisors LLC | 57 | $23.3K | 0.05% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 60 | $24.8K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 62 | $25.0K | 0.00% | −32−34.0% | Reduced |
| Criterion Capital Advisors, LLC | 63 | $25.7K | 0.02% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 65 | $26.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 64 | $26.1K | 0.00% | +40+166.7% | Added |
| Rosenberg Matthew Hamilton | 64 | $26.2K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 66 | $26.9K | 0.00% | +39+144.4% | Added |
| Motco | 67 | $27.4K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 68 | $27.8K | 0.03% | −233−77.4% | Reduced |
| Quest Partners LLC | 68 | $27.8K | 0.00% | +67+6,700.0% | Added |
| Crewe Advisors LLC | 68 | $27.8K | 0.00% | +60+750.0% | Added |
| Plante Moran Financial Advisors, LLC | 70 | $28.6K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 75 | $30.5K | 0.00% | +1+1.4% | Added |
| Hartford Financial Management Inc. | 75 | $30.6K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 80 | $32.7K | 0.02% | −8−9.1% | Reduced |
| Bogart Wealth, LLC | 81 | $33.1K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 81 | $33.1K | 0.01% | 00.0% | Unchanged |
| Gladius Capital Management LP | 81 | $33.1K | 0.03% | +81 | New |
| Massmutual Trust Co FSB | 84 | $34.3K | 0.00% | +17+25.4% | Added |
| Clearstead Advisors, LLC | 88 | $35.9K | 0.00% | +26+41.9% | Added |
| SJS Investment Consulting Inc. | 88 | $35.9K | 0.01% | +66+300.0% | Added |
| Washington Trust Advisors, Inc. | 92 | $37.6K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 100 | $40.8K | 0.03% | 00.0% | Unchanged |
| Alta Advisers Ltd | 100 | $40.8K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 103 | $42.0K | 0.00% | +103 | New |
| Compass Wealth Management LLC | 103 | $42.1K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 104 | $42.5K | 0.01% | +1+1.0% | Added |
| Front Row Advisors LLC | 106 | $43.3K | 0.02% | 00.0% | Unchanged |
| Cypress Capital, LLC | 106 | $43.3K | 0.01% | +106 | New |
| Trust Co | 108 | $44.1K | 0.01% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 100 | $45.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 112 | $45.7K | 0.00% | +67+148.9% | Added |
| DT Investment Partners, LLC | 120 | $49.0K | 0.00% | +40+50.0% | Added |
| Central Trust Co | 121 | $49.4K | 0.00% | −6−4.7% | Reduced |
| Federated Hermes, Inc. | 127 | $51.9K | 0.00% | +127 | New |
| Allworth Financial LP | 132 | $56.0K | 0.00% | −10−7.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 139 | $56.8K | 0.00% | −22−13.7% | Reduced |
| Lummis Asset Management, LP | 140 | $57.2K | 0.08% | 00.0% | Unchanged |
| Headlands Technologies LLC | 145 | $59.2K | 0.01% | −268−64.9% | Reduced |
| Clean Yield Group | 150 | $61.2K | 0.02% | 00.0% | Unchanged |
| Hilltop National Bank | 150 | $61.2K | 0.02% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 151 | $61.6K | 0.05% | −2−1.3% | Reduced |
| Quarry LP | 152 | $62.1K | 0.03% | +152 | New |
| Brown Brothers Harriman & Co | 153 | $62.5K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 139 | $63.2K | 0.00% | +57+69.5% | Added |
| Transamerica Financial Advisors, Inc. | 157 | $64.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 159 | $64.9K | 0.00% | −15−8.6% | Reduced |
| Covestor Ltd | 161 | $67.0K | 0.04% | +96+147.7% | Added |
| Sentry Investment Management LLC | 167 | $68.0K | 0.03% | −34−16.9% | Reduced |
| Proequities, Inc. | 168 | $68.6K | 0.00% | +2+1.2% | Added |
| Park Place Capital Corp | 176 | $71.9K | 0.02% | −68−27.9% | Reduced |
| Penserra Capital Management LLC | 179 | $73.0K | 0.00% | +1+0.6% | Added |
| Sandy Spring Bank | 180 | $73.5K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 182 | $74.3K | 0.02% | 00.0% | Unchanged |
| Swedbank AB | 185 | $75.5K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 185 | $75.5K | 0.00% | 00.0% | Unchanged |
| Spence Asset Management | 2,056 | $77.0K | 0.02% | −29,992−93.6% | Reduced |
| Natixis Investment Managers International | 192 | $78.4K | 0.01% | −109−36.2% | Reduced |
| SRS Capital Advisors, Inc. | 199 | $81.2K | 0.01% | +194+3,880.0% | Added |
| Ashton Thomas Private Wealth, LLC | 200 | $81.7K | 0.00% | +200 | New |
| Huntington National Bank | 225 | $91.9K | 0.00% | +34+17.8% | Added |
| Addison Advisors LLC | 225 | $91.9K | 0.03% | 00.0% | Unchanged |
| American National Bank | 238 | $97.2K | 0.01% | +39+19.6% | Added |
| Capital Advisors, Ltd. LLC | 242 | $99.0K | 0.01% | −5−2.0% | Reduced |
| Global Retirement Partners, LLC | 245 | $100.0K | 0.00% | +77+45.8% | Added |
| First Horizon Advisors, Inc. | 255 | $104.2K | 0.00% | +7+2.8% | Added |
| MCF Advisors LLC | 284 | $115.9K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 284 | $116.0K | 0.00% | −46−13.9% | Reduced |
| Jones Financial Companies LLLP | 284 | $116.1K | 0.00% | +268+1,675.0% | Added |
| Principal Securities, Inc. | 293 | $119.6K | 0.00% | +10+3.5% | Added |
| EverSource Wealth Advisors, LLC | 291 | $120.2K | 0.01% | +54+22.8% | Added |
| Parallel Advisors, LLC | 303 | $123.8K | 0.00% | −24−7.3% | Reduced |
| Tobam | 329 | $134.0K | 0.02% | +133+67.9% | Added |
| Signaturefd, LLC | 338 | $138.0K | 0.00% | −41−10.8% | Reduced |
| Caldwell Trust Co | 357 | $145.8K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 368 | $150.2K | 0.01% | −12−3.2% | Reduced |
| Ci Investments Inc. | 375 | $153.0K | 0.00% | +1+0.3% | Added |
| Icon Wealth Advisors, LLC | 378 | $156.2K | 0.01% | +21+5.9% | Added |
| PrairieView Partners, LLC | 400 | $163.0K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 411 | $167.8K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 413 | $169.8K | 0.01% | +220+114.0% | Added |
| Estabrook Capital Management | 425 | $173.5K | 0.03% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 430 | $175.6K | 0.05% | +430 | New |
| Larson Financial Group LLC | 447 | $182.6K | 0.01% | +47+11.8% | Added |
| Delta Asset Management LLC | 450 | $183.7K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 452 | $184.4K | 0.02% | +172+61.4% | Added |
| Tilia Fiduciary Partners, Inc. | 494 | $201.7K | 0.16% | 00.0% | Unchanged |
| Hancock Whitney Corp | 495 | $202.1K | 0.01% | −28,151−98.3% | Reduced |
| National Asset Management, Inc. | 497 | $202.7K | 0.01% | −247−33.2% | Reduced |
| Middleton & Co Inc | 500 | $204.1K | 0.02% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 500 | $204.1K | 0.03% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 500 | $204.1K | 0.03% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 505 | $206.2K | 0.00% | +63+14.3% | Added |
| RSM US Wealth Management LLC | 505 | $208.0K | 0.00% | +505 | New |
| Baron Wealth Management LLC | 511 | $208.6K | 0.11% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 512 | $209.0K | 0.01% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 515 | $210.0K | 0.02% | +5+1.0% | Added |
| Glenview Trust Co | 520 | $212.3K | 0.00% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 521 | $212.7K | 0.12% | +12+2.4% | Added |