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 |
|---|---|---|---|---|---|
| Nomura Holdings Inc | 549 | $224.1K | 0.00% | +549 | New |
| Phillips Wealth Planners LLC | 540 | $223.9K | 0.24% | −33−5.8% | Reduced |
| Vinva Investment Management Ltd | 536 | $222.4K | 0.01% | +92+20.7% | Added |
| Atria Wealth Solutions, Inc. | 544 | $222.0K | 0.00% | −167−23.5% | Reduced |
| NEOS Investment Management LLC | 530 | $216.4K | 0.01% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 525 | $214.3K | 0.00% | 00.0% | Unchanged |
| Perpetual Ltd | 522 | $213.1K | 0.00% | −10−1.9% | Reduced |
| Blue Barn Wealth, LLC | 521 | $212.7K | 0.12% | +12+2.4% | Added |
| Glenview Trust Co | 520 | $212.3K | 0.00% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 515 | $210.0K | 0.02% | +5+1.0% | Added |
| Symmetry Partners, LLC | 512 | $209.0K | 0.01% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 511 | $208.6K | 0.11% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 505 | $208.0K | 0.00% | +505 | New |
| Oppenheimer & Co Inc | 505 | $206.2K | 0.00% | +63+14.3% | Added |
| 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 |
| National Asset Management, Inc. | 497 | $202.7K | 0.01% | −247−33.2% | Reduced |
| Hancock Whitney Corp | 495 | $202.1K | 0.01% | −28,151−98.3% | Reduced |
| Tilia Fiduciary Partners, Inc. | 494 | $201.7K | 0.16% | 00.0% | Unchanged |
| Private Trust Co NA | 452 | $184.4K | 0.02% | +172+61.4% | Added |
| Delta Asset Management LLC | 450 | $183.7K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 447 | $182.6K | 0.01% | +47+11.8% | Added |
| Creekmur Asset Management LLC | 430 | $175.6K | 0.05% | +430 | New |
| Estabrook Capital Management | 425 | $173.5K | 0.03% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 413 | $169.8K | 0.01% | +220+114.0% | Added |
| Farmers & Merchants Investments Inc | 411 | $167.8K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 400 | $163.0K | 0.02% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 378 | $156.2K | 0.01% | +21+5.9% | Added |
| Ci Investments Inc. | 375 | $153.0K | 0.00% | +1+0.3% | Added |
| JFS Wealth Advisors, LLC | 368 | $150.2K | 0.01% | −12−3.2% | Reduced |
| Caldwell Trust Co | 357 | $145.8K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 338 | $138.0K | 0.00% | −41−10.8% | Reduced |
| Tobam | 329 | $134.0K | 0.02% | +133+67.9% | Added |
| Parallel Advisors, LLC | 303 | $123.8K | 0.00% | −24−7.3% | Reduced |
| EverSource Wealth Advisors, LLC | 291 | $120.2K | 0.01% | +54+22.8% | Added |
| Principal Securities, Inc. | 293 | $119.6K | 0.00% | +10+3.5% | Added |
| Jones Financial Companies LLLP | 284 | $116.1K | 0.00% | +268+1,675.0% | Added |
| Bessemer Group Inc | 284 | $116.0K | 0.00% | −46−13.9% | Reduced |
| MCF Advisors LLC | 284 | $115.9K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 255 | $104.2K | 0.00% | +7+2.8% | Added |
| Global Retirement Partners, LLC | 245 | $100.0K | 0.00% | +77+45.8% | Added |
| Capital Advisors, Ltd. LLC | 242 | $99.0K | 0.01% | −5−2.0% | Reduced |
| American National Bank | 238 | $97.2K | 0.01% | +39+19.6% | Added |
| Addison Advisors LLC | 225 | $91.9K | 0.03% | 00.0% | Unchanged |
| Huntington National Bank | 225 | $91.9K | 0.00% | +34+17.8% | Added |
| Ashton Thomas Private Wealth, LLC | 200 | $81.7K | 0.00% | +200 | New |
| SRS Capital Advisors, Inc. | 199 | $81.2K | 0.01% | +194+3,880.0% | Added |
| Natixis Investment Managers International | 192 | $78.4K | 0.01% | −109−36.2% | Reduced |
| Spence Asset Management | 2,056 | $77.0K | 0.02% | −29,992−93.6% | Reduced |
| Swedbank AB | 185 | $75.5K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 185 | $75.5K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 182 | $74.3K | 0.02% | 00.0% | Unchanged |
| Sandy Spring Bank | 180 | $73.5K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 179 | $73.0K | 0.00% | +1+0.6% | Added |
| Park Place Capital Corp | 176 | $71.9K | 0.02% | −68−27.9% | Reduced |
| Proequities, Inc. | 168 | $68.6K | 0.00% | +2+1.2% | Added |
| Sentry Investment Management LLC | 167 | $68.0K | 0.03% | −34−16.9% | Reduced |
| Covestor Ltd | 161 | $67.0K | 0.04% | +96+147.7% | Added |
| Quadrant Capital Group LLC | 159 | $64.9K | 0.00% | −15−8.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 157 | $64.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 139 | $63.2K | 0.00% | +57+69.5% | Added |
| Brown Brothers Harriman & Co | 153 | $62.5K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 152 | $62.1K | 0.03% | +152 | New |
| Bruce G. Allen Investments, LLC | 151 | $61.6K | 0.05% | −2−1.3% | Reduced |
| Clean Yield Group | 150 | $61.2K | 0.02% | 00.0% | Unchanged |
| Hilltop National Bank | 150 | $61.2K | 0.02% | 00.0% | Unchanged |
| Headlands Technologies LLC | 145 | $59.2K | 0.01% | −268−64.9% | Reduced |
| Lummis Asset Management, LP | 140 | $57.2K | 0.08% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 139 | $56.8K | 0.00% | −22−13.7% | Reduced |
| Allworth Financial LP | 132 | $56.0K | 0.00% | −10−7.0% | Reduced |
| Federated Hermes, Inc. | 127 | $51.9K | 0.00% | +127 | New |
| Central Trust Co | 121 | $49.4K | 0.00% | −6−4.7% | Reduced |
| DT Investment Partners, LLC | 120 | $49.0K | 0.00% | +40+50.0% | Added |
| IFP Advisors, Inc | 112 | $45.7K | 0.00% | +67+148.9% | Added |
| Pinnacle Financial Partners Inc | 100 | $45.4K | 0.00% | 00.0% | Unchanged |
| Trust Co | 108 | $44.1K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 106 | $43.3K | 0.02% | 00.0% | Unchanged |
| Cypress Capital, LLC | 106 | $43.3K | 0.01% | +106 | New |
| CVA Family Office, LLC | 104 | $42.5K | 0.01% | +1+1.0% | Added |
| Compass Wealth Management LLC | 103 | $42.1K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 103 | $42.0K | 0.00% | +103 | New |
| First Community Trust NA | 100 | $40.8K | 0.03% | 00.0% | Unchanged |
| Alta Advisers Ltd | 100 | $40.8K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 92 | $37.6K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 88 | $35.9K | 0.01% | +66+300.0% | Added |
| Clearstead Advisors, LLC | 88 | $35.9K | 0.00% | +26+41.9% | Added |
| Massmutual Trust Co FSB | 84 | $34.3K | 0.00% | +17+25.4% | Added |
| 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 |
| Eagle Bay Advisors LLC | 80 | $32.7K | 0.02% | −8−9.1% | Reduced |
| Hartford Financial Management Inc. | 75 | $30.6K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 75 | $30.5K | 0.00% | +1+1.4% | Added |
| Plante Moran Financial Advisors, LLC | 70 | $28.6K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 68 | $27.8K | 0.00% | +60+750.0% | Added |
| 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 |
| Motco | 67 | $27.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 66 | $26.9K | 0.00% | +39+144.4% | Added |