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 |
|---|---|---|---|---|---|
| Douglass Winthrop Advisors, LLC | 971 | $396.4K | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 966 | $394.4K | 0.01% | −143−12.9% | Reduced |
| Daymark Wealth Partners, LLC | 959 | $391.6K | 0.02% | −30−3.0% | Reduced |
| Financial Advocates Investment Management | 953 | $389.1K | 0.02% | +377+65.5% | Added |
| Shepherd Financial Partners LLC | 952 | $388.7K | 0.05% | −61−6.0% | Reduced |
| Raymond James Trust N.A. | 927 | $378.5K | 0.01% | +8+0.9% | Added |
| Investment Management Corp of Ontario | 914 | $373.2K | 0.01% | +300+48.9% | Added |
| Veriti Management LLC | 904 | $369.1K | 0.02% | +6+0.7% | Added |
| Covenant Partners, LLC | 883 | $360.5K | 0.11% | −551−38.4% | Reduced |
| Rockland Trust Co | 876 | $357.6K | 0.02% | −57−6.1% | Reduced |
| Empirical Finance, LLC | 871 | $355.6K | 0.02% | −67−7.1% | Reduced |
| Ashton Thomas Securities, LLC | 858 | $353.7K | 0.09% | +858 | New |
| Wallace Advisory Group, LLC | 866 | $353.6K | 0.25% | −34−3.8% | Reduced |
| Guggenheim Capital LLC | 865 | $353.2K | 0.00% | −711−45.1% | Reduced |
| Beacon Investment Advisory Services, Inc. | 864 | $352.7K | 0.02% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 857 | $349.9K | 0.03% | +857 | New |
| Everpar Advisors LLC | 846 | $345.4K | 0.17% | +98+13.1% | Added |
| Woodline Partners LP | 844 | $344.6K | 0.00% | +844 | New |
| Sapient Capital LLC | 840 | $342.9K | 0.01% | −13,434−94.1% | Reduced |
| Legacy Financial Advisors, Inc. | 834 | $340.5K | 0.06% | +32+4.0% | Added |
| Gen-Wealth Partners Inc | 819 | $334.3K | 0.16% | +216+35.8% | Added |
| Haverford Trust Co | 815 | $332.7K | 0.00% | +43+5.6% | Added |
| Engineers Gate Manager LP | 810 | $330.7K | 0.01% | −860−51.5% | Reduced |
| We Are One Seven, LLC | 809 | $330.3K | 0.02% | +22+2.8% | Added |
| Oak Thistle LLC | 800 | $326.6K | 0.24% | +800 | New |
| Apeiron RIA LLC | 796 | $324.8K | 0.10% | +3+0.4% | Added |
| Brinker Capital Investments, LLC | 795 | $324.6K | 0.00% | −55−6.5% | Reduced |
| Orion Portfolio Solutions, LLC | 795 | $324.6K | 0.00% | −55−6.5% | Reduced |
| Harbor Investment Advisory, LLC | 786 | $320.9K | 0.03% | +220+38.9% | Added |
| Stokes Capital Advisors, LLC | 779 | $318.0K | 0.09% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 778 | $318.0K | 0.00% | +5+0.6% | Added |
| Wellington Management Group LLP | 774 | $316.0K | 0.00% | −25,436−97.0% | Reduced |
| Great Diamond Partners, LLC | 768 | $313.6K | 0.07% | −12−1.5% | Reduced |
| Seeds Investor LLC | 762 | $311.1K | 0.16% | −216−22.1% | Reduced |
| Empowered Funds, LLC | 762 | $311.1K | 0.01% | +136+21.7% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 683 | $310.1K | 0.00% | +184+36.9% | Added |
| Gibbs Wealth Management | 759 | $309.9K | 0.13% | +301+65.7% | Added |
| Verity & Verity, LLC | 756 | $308.7K | 0.03% | +756 | New |
| Curated Wealth Partners LLC | 751 | $306.6K | 0.04% | +751 | New |
| Parsons Capital Management Inc | 750 | $306.2K | 0.02% | −34−4.3% | Reduced |
| Mutual Advisors, LLC | 744 | $305.8K | 0.01% | +133+21.8% | Added |
| Perigon Wealth Management, LLC | 743 | $303.3K | 0.01% | +72+10.7% | Added |
| Teacher Retirement System of Texas | 741 | $303.0K | 0.00% | −228−23.5% | Reduced |
| HBK Sorce Advisory LLC | 736 | $300.5K | 0.01% | +34+4.8% | Added |
| Leavell Investment Management, Inc. | 731 | $298.0K | 0.02% | +227+45.0% | Added |
| Alps Advisors Inc | 725 | $296.0K | 0.00% | +1+0.1% | Added |
| Brady Family Wealth, LLC | 723 | $295.2K | 0.10% | −32−4.2% | Reduced |
| Berkshire Asset Management LLC | 723 | $295.2K | 0.01% | +723 | New |
| Outlook Wealth Advisors, LLC | 717 | $292.7K | 0.14% | +144+25.1% | Added |
| GAMMA Investing LLC | 716 | $292.3K | 0.04% | +88+14.0% | Added |
| Kolinsky Wealth Management, LLC | 715 | $291.9K | 0.21% | −18−2.5% | Reduced |
| Wetherby Asset Management Inc | 710 | $289.9K | 0.01% | −78−9.9% | Reduced |
| Apella Capital, LLC | 703 | $289.5K | 0.01% | 00.0% | Unchanged |
| Intrust Bank NA | 708 | $289.1K | 0.03% | −35−4.7% | Reduced |
| Vestcor Inc | 702 | $287.0K | 0.01% | 00.0% | Unchanged |
| Precision Wealth Strategies, LLC | 699 | $285.4K | 0.29% | −162−18.8% | Reduced |
| Eqis Capital Management, Inc. | 695 | $283.8K | 0.02% | +12+1.8% | Added |
| Simplicity Wealth,LLC | 693 | $282.9K | 0.01% | −96−12.2% | Reduced |
| Bleakley Financial Group, LLC | 693 | $282.9K | 0.01% | −96−12.2% | Reduced |
| Synovus Financial Corp | 693 | $282.9K | 0.00% | −16−2.3% | Reduced |
| Andina Capital Management, LLC | 689 | $281.5K | 0.21% | +19+2.8% | Added |
| Williams Jones Wealth Management, LLC. | 686 | $280.1K | 0.00% | +12+1.8% | Added |
| Fort Washington Investment Advisors Inc | 672 | $274.4K | 0.00% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 670 | $273.5K | 0.06% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 670 | $273.4K | 0.01% | −27−3.9% | Reduced |
| Strategy Asset Managers LLC | 679 | $272.2K | 0.06% | +17+2.6% | Added |
| Lafayette Investments, Inc. | 665 | $271.5K | 0.06% | +159+31.4% | Added |
| Legacy Wealth Asset Management, LLC | 658 | $268.6K | 0.08% | +25+3.9% | Added |
| EntryPoint Capital, LLC | 657 | $268.2K | 0.12% | +611+1,328.3% | Added |
| CAPROCK Group, Inc. | 653 | $266.6K | 0.01% | +653 | New |
| Boothbay Fund Management, LLC | 648 | $264.6K | 0.01% | +648 | New |
| Seelaus Asset Management LLC | 640 | $261.3K | 0.27% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 639 | $260.9K | 0.01% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 639 | $260.9K | 0.03% | +4+0.6% | Added |
| Diversified, LLC | 638 | $260.6K | 0.03% | +107+20.2% | Added |
| DoubleLine ETF Adviser LP | 629 | $256.8K | 0.07% | −19−2.9% | Reduced |
| Bradley Foster & Sargent Inc | 629 | $256.8K | 0.00% | +629 | New |
| Seven Eight Capital, LP | 626 | $255.6K | 0.03% | +626 | New |
| Pine Haven Investment Counsel, Inc | 625 | $255.2K | 0.22% | 00.0% | Unchanged |
| Mather Group, LLC. | 561 | $254.7K | 0.00% | +317+129.9% | Added |
| Bennett Selby Investments LP | 622 | $254.1K | 0.11% | +4+0.6% | Added |
| Cary Street Partner Investment Advisory LLC | 621 | $253.7K | 0.01% | +621 | New |
| Koshinski Asset Management, Inc. | 613 | $252.4K | 0.02% | +33+5.7% | Added |
| Checchi Capital Advisers, LLC | 614 | $250.7K | 0.02% | +7+1.2% | Added |
| Belpointe Asset Management LLC | 612 | $250.0K | 0.02% | +21+3.6% | Added |
| Versant Capital Management, Inc | 612 | $249.9K | 0.06% | −8−1.3% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 607 | $247.8K | 0.15% | +2+0.3% | Added |
| Greenleaf Trust | 602 | $245.8K | 0.00% | −51−7.8% | Reduced |
| Tiaa Trust, National Association | 586 | $239.2K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 575 | $235.0K | 0.08% | 00.0% | Unchanged |
| Martin Investment Management, LLC | 575 | $234.8K | 0.06% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 569 | $233.9K | 0.02% | −23−3.9% | Reduced |
| Profund Advisors LLC | 571 | $233.1K | 0.01% | −13−2.2% | Reduced |
| Dean Investment Associates, LLC | 566 | $231.1K | 0.03% | −302−34.8% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 563 | $229.9K | 0.04% | −110−16.3% | Reduced |
| Acadian Asset Management LLC | 558 | $227.0K | 0.00% | +558 | New |
| Gamco Investors, Inc. Et Al | 555 | $226.6K | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 553 | $226.0K | 0.02% | −4−0.7% | Reduced |
| Horizon Investments, LLC | 552 | $225.4K | 0.01% | +6+1.1% | Added |
| Intrua Financial, LLC | 552 | $225.2K | 0.04% | −6−1.1% | Reduced |