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, Q3 2024
Institutional positions in Factset Research Systems Inc as of Sep 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
- 833
- +34 vs. Q2 2024
- Shares held
- 35.9M
- +3.61M (+11.2%) vs. Q2 2024
- Total value
- $16.5B
- +$3.28B (+24.8%) vs. Q2 2024
- New holders
- 97
- 281 more added
- Sold out
- 63
- 299 more reduced
8 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Factset Research Systems Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wedbush Securities Inc | 454 | $209.0K | 0.01% | −1,255−73.4% | Reduced |
| Tiaa Trust, National Association | 457 | $210.2K | 0.00% | −129−22.0% | Reduced |
| MONECO Advisors, LLC | 457 | $210.2K | 0.03% | +457 | New |
| WMS Partners, LLC | 462 | $212.5K | 0.01% | +462 | New |
| Vident Advisory, LLC | 465 | $213.9K | 0.01% | +465 | New |
| Drive Wealth Management, LLC | 465 | $214.0K | 0.06% | +465 | New |
| Buckingham Capital Management, Inc. | 470 | $216.1K | 0.02% | +470 | New |
| Dorsey & Whitney Trust CO LLC | 473 | $217.5K | 0.01% | +473 | New |
| Diversify Wealth Management, LLC | 475 | $220.3K | 0.02% | +475 | New |
| Perissos Private Wealth Management, LLC | 479 | $220.3K | 0.18% | +479 | New |
| Dark Forest Capital Management LP | 483 | $222.1K | 0.03% | +483 | New |
| Moneta Group Investment Advisors LLC | 485 | $223.0K | 0.00% | +485 | New |
| Great Valley Advisor Group, Inc. | 486 | $223.7K | 0.01% | +486 | New |
| Claret Asset Management Corp | 488 | $224.0K | 0.04% | +488 | New |
| Canandaigua National Bank & Trust Co | 490 | $225.3K | 0.02% | −149−23.3% | Reduced |
| Tilia Fiduciary Partners, Inc. | 494 | $227.2K | 0.16% | 00.0% | Unchanged |
| Middleton & Co Inc | 500 | $229.9K | 0.03% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 500 | $229.9K | 0.03% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 500 | $229.9K | 0.04% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 501 | $230.4K | 0.01% | +501 | New |
| Farther Finance Advisors, LLC | 501 | $230.4K | 0.01% | +88+21.3% | Added |
| ISAM Funds (UK) Ltd | 509 | $234.1K | 0.13% | −1,453−74.1% | Reduced |
| Intrua Financial, LLC | 510 | $234.3K | 0.04% | −42−7.6% | Reduced |
| Woodline Partners LP | 514 | $236.4K | 0.00% | −330−39.1% | Reduced |
| Motley Fool Asset Management LLC | 521 | $237.0K | 0.01% | −48−8.4% | Reduced |
| Horizon Investments, LLC | 516 | $237.3K | 0.01% | −36−6.5% | Reduced |
| Savant Capital, LLC | 516 | $237.4K | 0.00% | +516 | New |
| Glenview Trust Co | 518 | $238.2K | 0.00% | −2−0.4% | Reduced |
| Baron Wealth Management LLC | 521 | $239.6K | 0.12% | +10+2.0% | Added |
| Tocqueville Asset Management L.P. | 525 | $241.4K | 0.00% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 507 | $241.9K | 0.00% | +507 | New |
| NEOS Investment Management LLC | 530 | $243.7K | 0.01% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 531 | $244.2K | 0.02% | +16+3.1% | Added |
| M3 Advisory Group, LLC | 532 | $244.8K | 0.18% | +532 | New |
| Bessemer Group Inc | 537 | $247.0K | 0.00% | +253+89.1% | Added |
| Everpar Advisors LLC | 538 | $247.4K | 0.13% | −308−36.4% | Reduced |
| Blue Barn Wealth, LLC | 539 | $247.9K | 0.13% | +18+3.5% | Added |
| PFG Investments, LLC | 551 | $253.2K | 0.02% | −2−0.4% | Reduced |
| Dean Investment Associates, LLC | 554 | $254.8K | 0.03% | −12−2.1% | Reduced |
| CAPROCK Group, Inc. | 558 | $256.6K | 0.01% | −95−14.5% | Reduced |
| Phillips Wealth Planners LLC | 553 | $260.2K | 0.25% | +13+2.4% | Added |
| Capula Management Ltd | 566 | $260.3K | 0.00% | −454−44.5% | Reduced |
| Security Financial Services, INC. | 566 | $260.3K | 0.05% | +566 | New |
| Hall Laurie J Trustee | 575 | $264.0K | 0.08% | 00.0% | Unchanged |
| AMG National Trust Bank | 575 | $264.4K | 0.01% | −575−50.0% | Reduced |
| Wellington Management Group LLP | 575 | $264.4K | 0.00% | −199−25.7% | Reduced |
| DoubleLine ETF Adviser LP | 575 | $264.4K | 0.06% | −54−8.6% | Reduced |
| Martin Investment Management, LLC | 575 | $264.4K | 0.06% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 578 | $265.8K | 0.02% | +573+11,460.0% | Added |
| RSM US Wealth Management LLC | 594 | $270.3K | 0.00% | +89+17.6% | Added |
| Paces Ferry Wealth Advisors, LLC | 590 | $271.3K | 0.16% | −17−2.8% | Reduced |
| Nations Financial Group Inc, | 598 | $275.0K | 0.02% | +598 | New |
| EntryPoint Capital, LLC | 600 | $275.9K | 0.16% | −57−8.7% | Reduced |
| Checchi Capital Advisers, LLC | 601 | $276.4K | 0.02% | −13−2.1% | Reduced |
| Profund Advisors LLC | 604 | $277.7K | 0.01% | +33+5.8% | Added |
| Seeds Investor LLC | 612 | $281.2K | 0.11% | −150−19.7% | Reduced |
| Versant Capital Management, Inc | 612 | $281.4K | 0.06% | 00.0% | Unchanged |
| Larson Financial Group LLC | 617 | $283.8K | 0.02% | +170+38.0% | Added |
| Bradley Foster & Sargent Inc | 618 | $284.2K | 0.00% | −11−1.7% | Reduced |
| Bennett Selby Investments LP | 622 | $286.2K | 0.12% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 625 | $287.4K | 0.23% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 630 | $289.5K | 0.08% | −727−53.6% | Reduced |
| Oak Thistle LLC | 631 | $290.2K | 0.09% | −169−21.1% | Reduced |
| Gotham Asset Management, LLC | 633 | $291.1K | 0.00% | −2,652−80.7% | Reduced |
| Leonteq Securities AG | 636 | $292.5K | 0.03% | +636 | New |
| Diversified, LLC | 637 | $293.1K | 0.03% | −1−0.2% | Reduced |
| Diversified Enterprises, LLC | 637 | $293.1K | 0.03% | +637 | New |
| KCM Investment Advisors LLC | 639 | $293.8K | 0.01% | 00.0% | Unchanged |
| Stokes Capital Advisors, LLC | 639 | $293.8K | 0.08% | −140−18.0% | Reduced |
| Seelaus Asset Management LLC | 640 | $294.3K | 0.27% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 641 | $294.8K | 0.03% | +641 | New |
| Berkshire Asset Management LLC | 723 | $295.2K | 0.02% | 00.0% | Unchanged |
| Atlanta Consulting Group Advisors, LLC | 661 | $304.0K | 0.08% | +661 | New |
| Peapack Gladstone Financial Corp | 660 | $304.0K | 0.00% | −118−15.2% | Reduced |
| Stevens Capital Management LP | 664 | $305.0K | 0.04% | −2,782−80.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 668 | $307.2K | 0.08% | +10+1.5% | Added |
| Intrust Bank NA | 670 | $308.1K | 0.03% | −38−5.4% | Reduced |
| Rowland & Co Investment Counsel | 670 | $308.1K | 0.06% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 672 | $309.0K | 0.00% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 681 | $313.2K | 0.01% | −29−4.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 686 | $315.5K | 0.00% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 686 | $315.5K | 0.01% | −50−6.8% | Reduced |
| Brady Family Wealth, LLC | 693 | $318.7K | 0.10% | −30−4.1% | Reduced |
| Apella Capital, LLC | 700 | $319.9K | 0.01% | −3−0.4% | Reduced |
| Meridian Wealth Management, LLC | 698 | $321.1K | 0.02% | +698 | New |
| Parsons Capital Management Inc | 700 | $321.9K | 0.02% | −50−6.7% | Reduced |
| Vestcor Inc | 702 | $323.0K | 0.01% | 00.0% | Unchanged |
| Precision Wealth Strategies, LLC | 703 | $323.3K | 0.30% | +4+0.6% | Added |
| Eqis Capital Management, Inc. | 706 | $324.6K | 0.03% | +11+1.6% | Added |
| Bleakley Financial Group, LLC | 713 | $327.9K | 0.01% | +20+2.9% | Added |
| Andina Capital Management, LLC | 715 | $328.6K | 0.25% | +26+3.8% | Added |
| Kolinsky Wealth Management, LLC | 716 | $329.3K | 0.21% | +1+0.1% | Added |
| MBB Public Markets I LLC | 720 | $331.1K | 0.03% | −2,080−74.3% | Reduced |
| Perigon Wealth Management, LLC | 727 | $334.3K | 0.01% | −16−2.2% | Reduced |
| Lafayette Investments, Inc. | 729 | $335.2K | 0.07% | +64+9.6% | Added |
| Leavell Investment Management, Inc. | 731 | $336.1K | 0.02% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 735 | $338.2K | 0.06% | +56+8.2% | Added |
| Seven Eight Capital, LP | 740 | $340.3K | 0.03% | +114+18.2% | Added |
| We Are One Seven, LLC | 743 | $341.7K | 0.01% | −66−8.2% | Reduced |
| Curated Wealth Partners LLC | 751 | $345.3K | 0.04% | 00.0% | Unchanged |