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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.

Q3 2024 vs. Q2 2024

How the institutions holding Factset Research Systems Inc changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of FDS: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders8078833+34
Shares35.8M3.48M35.9M+3.61M (+11.2%)
Value$14.6B$1.42B$16.5B+$3.28B (+24.8%)

8 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (97)

Institutions that held Factset Research Systems Inc at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to FDS in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.3,501,774$1.61B0.03%
Hudson Bay Capital Management LP24,000$11.0M0.08%
Capital Fund Management S.A.17,513$8.05M0.09%
Point72 Europe (London) LLP16,400$7.54M0.64%
Beck Bode, LLC14,512$6.67M1.26%
Verition Fund Management LLC12,818$5.89M0.04%
Prana Capital Management, LP10,877$5.00M0.23%
Walleye Capital LLC9,498$4.37M0.05%
Kovitz Investment Group Partners, LLC9,211$4.07M0.03%
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund8,439$3.88M0.04%
Artisan Partners Limited Partnership7,980$3.67M0.01%
Evoke Wealth, LLC7,614$3.50M0.10%
Alberta Investment Management Corp6,800$3.13M0.03%
Simplex Trading, LLC6,733$3.10M0.10%
Edgestream Partners, L.P.4,720$2.17M0.10%
Numerai GP LLC4,484$2.06M0.55%
Sterling Capital Management LLC4,450$2.05M0.03%
Cascades Capital Asset Management, LLC4,379$2.01M1.11%
TrimTabs Asset Management, LLC3,803$1.75M0.41%
Shell Asset Management Co3,278$1.51M0.07%
Radnor Capital Management, LLC2,610$1.20M0.18%
Marshall Wace, LLP2,451$1.13M0.00%
nVerses Capital, LLC2,300$1.06M0.48%
Nicholson Wealth Management Group, LLC1,727$794.2K0.65%
B. Metzler seel. Sohn & Co. Holding AG1,600$735.8K0.01%
Benjamin Edwards Inc1,529$703.6K0.01%
Fox Run Management, L.L.C.1,439$661.7K0.15%
FJ Capital Management LLC1,282$589.5K0.06%
CoreCap Advisors, LLC1,175$540.4K0.03%
ING Groep NV917$421.7K0.00%
Summit Trail Advisors, LLC907$417.1K0.01%
Bryn Mawr Trust Co877$403.4K0.01%
Signal Advisors Wealth, LLC830$381.5K0.05%
EP Wealth Advisors, LLC791$363.8K0.00%
Meridian Wealth Management, LLC698$321.1K0.02%
Atlanta Consulting Group Advisors, LLC661$304.0K0.08%
Angeles Wealth Management, LLC641$294.8K0.03%
Diversified Enterprises, LLC637$293.1K0.03%
Leonteq Securities AG636$292.5K0.03%
Nations Financial Group Inc,598$275.0K0.02%
Security Financial Services, INC.566$260.3K0.05%
M3 Advisory Group, LLC532$244.8K0.18%
Pinnacle Associates Ltd507$241.9K0.00%
Savant Capital, LLC516$237.4K0.00%
Journey Strategic Wealth LLC501$230.4K0.01%
Claret Asset Management Corp488$224.0K0.04%
Great Valley Advisor Group, Inc.486$223.7K0.01%
Moneta Group Investment Advisors LLC485$223.0K0.00%
Dark Forest Capital Management LP483$222.1K0.03%
Perissos Private Wealth Management, LLC479$220.3K0.18%
Diversify Wealth Management, LLC475$220.3K0.02%
Dorsey & Whitney Trust CO LLC473$217.5K0.01%
Buckingham Capital Management, Inc.470$216.1K0.02%
Drive Wealth Management, LLC465$214.0K0.06%
Vident Advisory, LLC465$213.9K0.01%
WMS Partners, LLC462$212.5K0.01%
MONECO Advisors, LLC457$210.2K0.03%
Focus Financial Network, Inc.452$207.9K0.01%
Tower Bridge Advisors450$206.9K0.02%
Crestmont Private Wealth LLC444$204.2K0.09%
Geller Advisors LLC443$203.7K0.01%
Smith Shellnut Wilson LLC442$203.3K0.09%
Cassaday & Co Wealth Management LLC442$203.3K0.01%
Trust Asset Management LLC439$201.9K0.02%
Invesco, LLC439$201.9K0.08%
Claro Advisors LLC439$201.8K0.03%
International Assets Investment Management, LLC84,612$184.0K0.00%
Compagnie Lombard Odier SCmA260$119.6K0.00%
Reuter James Wealth Management, LLC259$119.1K0.02%
Planned Solutions, Inc.220$101.2K0.04%
Coastline Trust Co170$78.2K0.01%
GeoWealth Management, LLC107$49.2K0.00%
Ancora Advisors, LLC95$43.7K0.00%
Skopos Labs, Inc.76$34.9K0.01%
Capital Performance Advisors LLP74$34.0K0.01%
Catalyst Capital Advisors LLC56$25.8K0.00%
Caitlin John, LLC47$23.1K0.01%
Western Pacific Wealth Management, LP42$19.3K0.01%
Hemington Wealth Management38$17.0K0.00%
Trust Co of Vermont34$15.6K0.00%
Atlantic Edge Private Wealth Management, LLC32$14.7K0.00%
GHP Investment Advisors, Inc.28$12.9K0.00%
Darwin Advisors, LLC24$11.1K0.00%
Archer Investment Corp21$9.66K0.00%
Rakuten Securities, Inc.20$9.20K0.00%
True Wealth Design, LLC17$7.82K0.00%
Copley Financial Group, Inc.9$4.14K0.00%
Carolina Wealth Advisors, LLC7$3.22K0.00%
Burkett Financial Services, LLC6$2.76K0.00%
Financial Gravity Companies, Inc.5$2.30K0.00%
Granite FO LLC4$1.84K0.00%
Proffitt & Goodson Inc2$9200.00%
Claris Advisors, LLC1$4600.00%
Voisard Asset Management Group, Inc.1$4600.00%
Bokf, NA1$4590.00%
Plato Investment Management Ltd1$4590.00%
Avion Wealth2$00.00%

Sold out (63)

Institutions that held Factset Research Systems Inc at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of FDS in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Pearl River Capital, LLC14,774$6.03M
Cinctive Capital Management LP13,926$5.69M
Jacobs Levy Equity Management, Inc8,361$3.41M
Susquehanna Portfolio Strategies, LLC6,311$2.58M
Centiva Capital, LP4,731$1.93M
Pinebridge Investments, L.P.4,217$1.72M
Mirabella Financial Services LLP4,046$1.65M
Crestline Management, LP4,005$1.64M
Bayesian Capital Management, LP3,727$1.52M
Y-Intercept (Hong Kong) Ltd3,001$1.23M
Aristides Capital LLC3,000$1.22M
Canada Pension Plan Investment Board2,808$1.15M
Guardian Capital LP2,363$964.7K
Entropy Technologies, LP2,309$942.7K
Virtu Financial LLC2,032$829.0K
Caption Management, LLC1,900$775.7K
Occudo Quantitative Strategies LP1,780$726.7K
Paloma Partners Management Co1,757$717.3K
Brevan Howard Capital Management LP1,693$691.2K
Versor Investments LP1,681$686.3K
Qsemble Capital Management, LP1,406$574.0K
Aquatic Capital Management LLC1,360$555.2K
Laurion Capital Management LP1,356$553.6K
CTC Alternative Strategies, Ltd.1,201$490.3K
TRUE Private Wealth Advisors983$401.5K
Sapient Capital LLC840$342.9K
Great Diamond Partners, LLC768$313.6K
Teacher Retirement System of Texas741$303.0K
Simplicity Wealth,LLC693$282.9K
Boothbay Fund Management, LLC648$264.6K
Cary Street Partner Investment Advisory LLC621$253.7K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors563$229.9K
Acadian Asset Management LLC558$227.0K
Nomura Holdings Inc549$224.1K
Atria Wealth Solutions, Inc.544$222.0K
Symmetry Partners, LLC512$209.0K
Oppenheimer & Co Inc505$206.2K
National Asset Management, Inc.497$202.7K
Hancock Whitney Corp495$202.1K
Creekmur Asset Management LLC430$175.6K
Ashton Thomas Private Wealth, LLC200$81.7K
Spence Asset Management2,056$77.0K
Headlands Technologies LLC145$59.2K
Federated Hermes, Inc.127$51.9K
Front Row Advisors LLC106$43.3K
Cypress Capital, LLC106$43.3K
Alta Advisers Ltd100$40.8K
Gladius Capital Management LP81$33.1K
Tyler-Stone Wealth Management81$33.1K
Crewe Advisors LLC68$27.8K
Walleye Trading LLC56$22.9K
Salem Investment Counselors Inc32$13.1K
Chris Bulman Inc20$8.16K
Innealta Capital, LLC19$7.76K
Meeder Asset Management Inc17$6.94K
Rothschild Investment LLC15$6.12K
Register Financial Advisors LLC10$4.08K
Abound Wealth Management8$3.27K
Newbridge Financial Services Group, Inc.7$2.88K
Triad Wealth Partners, LLC4$1.63K
Sachetta, LLC1$417
Opal Wealth Advisors, LLC1$409
Clear Street Markets LLC1$0

Not filed for Q3 2024 yet (8)

Institutions that held Factset Research Systems Inc at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding FDS in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.3,428,838$1.40B
Susquehanna Fundamental Investments, LLC21,040$8.59M
La Financiere de L'Echiquier10,049$4.10M
Institutional & Family Asset Management, LLC8,538$3.49M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)6,739$2.75M
Ofi Invest Asset Management5,000$1.90M
Benjamin F. Edwards & Company, Inc.1,337$546.0K
JJJ Advisors Inc.52$21.2K