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 |
|---|---|---|---|---|---|
| Perpetual Ltd | 755 | $347.2K | 0.00% | +233+44.6% | Added |
| Rockland Trust Co | 758 | $348.6K | 0.02% | −118−13.5% | Reduced |
| Wallace Advisory Group, LLC | 858 | $350.3K | 0.26% | −8−0.9% | Reduced |
| Empowered Funds, LLC | 762 | $350.4K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 768 | $353.2K | 0.04% | +52+7.3% | Added |
| Brinker Capital Investments, LLC | 773 | $355.5K | 0.00% | −22−2.8% | Reduced |
| Orion Portfolio Solutions, LLC | 773 | $355.5K | 0.00% | −22−2.8% | Reduced |
| Aureus Asset Management, LLC | 775 | $356.4K | 0.02% | −200−20.5% | Reduced |
| Koshinski Asset Management, Inc. | 776 | $356.9K | 0.03% | +163+26.6% | Added |
| Baldwin Brothers Inc | 782 | $359.6K | 0.02% | +726+1,296.4% | Added |
| Outlook Wealth Advisors, LLC | 788 | $362.4K | 0.10% | +71+9.9% | Added |
| EP Wealth Advisors, LLC | 791 | $363.8K | 0.00% | +791 | New |
| Alps Advisors Inc | 797 | $366.5K | 0.00% | +72+9.9% | Added |
| IHT Wealth Management, LLC | 802 | $368.2K | 0.01% | +132+19.7% | Added |
| Mutual Advisors, LLC | 817 | $373.1K | 0.01% | +73+9.8% | Added |
| Guggenheim Capital LLC | 820 | $377.1K | 0.00% | −45−5.2% | Reduced |
| Balyasny Asset Management LLC | 828 | $380.8K | 0.00% | −1,061−56.2% | Reduced |
| Signal Advisors Wealth, LLC | 830 | $381.5K | 0.05% | +830 | New |
| Apeiron RIA LLC | 831 | $382.1K | 0.11% | +35+4.4% | Added |
| Belpointe Asset Management LLC | 833 | $383.1K | 0.02% | +221+36.1% | Added |
| Legacy Financial Advisors, Inc. | 846 | $389.1K | 0.07% | +12+1.4% | Added |
| Verity & Verity, LLC | 847 | $389.5K | 0.04% | +91+12.0% | Added |
| Haverford Trust Co | 852 | $391.8K | 0.00% | +37+4.5% | Added |
| Main Street Financial Solutions, LLC | 856 | $393.6K | 0.04% | −1−0.1% | Reduced |
| Beacon Investment Advisory Services, Inc. | 864 | $397.3K | 0.02% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 866 | $398.2K | 0.00% | −215−19.9% | Reduced |
| Shepherd Financial Partners LLC | 877 | $403.3K | 0.05% | −75−7.9% | Reduced |
| Bryn Mawr Trust Co | 877 | $403.4K | 0.01% | +877 | New |
| Harbor Investment Advisory, LLC | 881 | $405.1K | 0.04% | +95+12.1% | Added |
| MAI Capital Management | 886 | $407.3K | 0.00% | −395−30.8% | Reduced |
| Veriti Management LLC | 905 | $416.2K | 0.02% | +1+0.1% | Added |
| Summit Trail Advisors, LLC | 907 | $417.1K | 0.01% | +907 | New |
| Empirical Finance, LLC | 915 | $420.8K | 0.02% | +44+5.1% | Added |
| ING Groep NV | 917 | $421.7K | 0.00% | +917 | New |
| Vinva Investment Management Ltd | 933 | $427.8K | 0.02% | +397+74.1% | Added |
| Camden Capital, LLC | 936 | $430.6K | 0.05% | −201−17.7% | Reduced |
| Daymark Wealth Partners, LLC | 942 | $433.3K | 0.02% | −17−1.8% | Reduced |
| West Coast Financial LLC | 942 | $433.4K | 0.05% | −355−27.4% | Reduced |
| Raymond James Trust N.A. | 948 | $435.9K | 0.01% | +21+2.3% | Added |
| Roberts Glore & Co Inc | 962 | $442.4K | 0.13% | −13−1.3% | Reduced |
| Covenant Partners, LLC | 968 | $445.1K | 0.13% | +85+9.6% | Added |
| Douglass Winthrop Advisors, LLC | 971 | $446.5K | 0.01% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 971 | $446.5K | 0.01% | −20−2.0% | Reduced |
| Meeder Advisory Services, Inc. | 978 | $449.7K | 0.03% | −21−2.1% | Reduced |
| Silver Lake Advisory, LLC | 981 | $451.3K | 0.18% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 986 | $453.4K | 0.17% | −570−36.6% | Reduced |
| Ballentine Partners, LLC | 986 | $453.4K | 0.01% | +20+2.1% | Added |
| GTS Securities LLC | 990 | $455.3K | 0.01% | −1,174−54.3% | Reduced |
| National Philanthropic Trust | 990 | $455.3K | 0.01% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 990 | $455.3K | 0.24% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 991 | $455.7K | 0.01% | −90−8.3% | Reduced |
| Miracle Mile Advisors, LLC | 1,007 | $463.1K | 0.01% | +7+0.7% | Added |
| Ashton Thomas Securities, LLC | 1,011 | $464.9K | 0.09% | +153+17.8% | Added |
| Birch Hill Investment Advisors LLC | 1,012 | $465.4K | 0.02% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 1,013 | $465.9K | 0.03% | +60+6.3% | Added |
| Hurlow Wealth Management Group, Inc. | 1,019 | $468.6K | 0.15% | 00.0% | Unchanged |
| Ninety One SA (PTY) Ltd | 1,047 | $481.5K | 0.11% | −606−36.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 1,050 | $482.8K | 0.02% | +51+5.1% | Added |
| Applied Finance Capital Management, LLC | 1,057 | $486.1K | 0.02% | −122−10.3% | Reduced |
| KFG Wealth Management, LLC | 1,067 | $490.9K | 0.11% | +59+5.9% | Added |
| V-Square Quantitative Management LLC | 1,076 | $494.8K | 0.07% | +18+1.7% | Added |
| LMCG Investments, LLC | 1,093 | $502.6K | 0.03% | 00.0% | Unchanged |
| Lindenwold Advisors | 1,105 | $508.1K | 0.26% | +5+0.5% | Added |
| Sage Private Wealth Group, LLC | 1,123 | $516.8K | 0.41% | +37+3.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 1,126 | $517.8K | 0.04% | −103−8.4% | Reduced |
| QRG Capital Management, Inc. | 1,127 | $518.3K | 0.01% | +69+6.5% | Added |
| Summit Financial, LLC | 1,134 | $521.5K | 0.02% | −145−11.3% | Reduced |
| Provident Investment Management, Inc. | 1,144 | $526.1K | 0.05% | +49+4.5% | Added |
| Wesbanco Bank Inc | 1,152 | $529.7K | 0.02% | −30−2.5% | Reduced |
| CoreCap Advisors, LLC | 1,175 | $540.4K | 0.03% | +1,175 | New |
| Gibbs Wealth Management | 1,186 | $545.4K | 0.18% | +427+56.3% | Added |
| Avantax Advisory Services, Inc. | 1,190 | $547.3K | 0.00% | +106+9.8% | Added |
| D.A. Davidson & Co. | 1,191 | $547.9K | 0.00% | +17+1.4% | Added |
| Baker Tilly Wealth Management, LLC | 1,198 | $550.9K | 0.24% | −54−4.3% | Reduced |
| Quantum Private Wealth, LLC | 1,202 | $552.7K | 0.19% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 1,202 | $552.9K | 0.08% | +4+0.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 1,205 | $554.1K | 0.01% | −9−0.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,209 | $556.0K | 0.02% | −163−11.9% | Reduced |
| Investment Management Corp of Ontario | 1,214 | $558.3K | 0.01% | +300+32.8% | Added |
| Nilsine Partners, LLC | 1,222 | $561.9K | 0.07% | −117−8.7% | Reduced |
| GYL Financial Synergies, LLC | 1,249 | $574.4K | 0.04% | −5−0.4% | Reduced |
| FJ Capital Management LLC | 1,282 | $589.5K | 0.06% | +1,282 | New |
| Dividend Assets Capital, LLC | 1,285 | $590.9K | 0.11% | −6−0.5% | Reduced |
| HM Payson & Co | 1,289 | $592.7K | 0.01% | +151+13.3% | Added |
| Mattern Wealth Management LLC | 1,295 | $595.7K | 0.13% | −146−10.1% | Reduced |
| Vontobel Holding Ltd. | 1,323 | $608.4K | 0.00% | +125+10.4% | Added |
| HighPoint Advisor Group LLC | 1,333 | $613.0K | 0.04% | +250+23.1% | Added |
| Argent Trust Co | 1,334 | $613.4K | 0.03% | +22+1.7% | Added |
| Synovus Financial Corp | 1,336 | $614.4K | 0.01% | +643+92.8% | Added |
| Gen-Wealth Partners Inc | 1,368 | $620.7K | 0.27% | +549+67.0% | Added |
| Scientech Research LLC | 1,360 | $625.4K | 0.12% | −1,605−54.1% | Reduced |
| Jones Financial Companies LLLP | 1,364 | $625.5K | 0.00% | +1,080+380.3% | Added |
| CIBC World Markets Inc. | 1,368 | $629.0K | 0.00% | +335+32.4% | Added |
| Conestoga Capital Advisors, LLC | 1,437 | $660.8K | 0.01% | −37−2.5% | Reduced |
| Fox Run Management, L.L.C. | 1,439 | $661.7K | 0.15% | +1,439 | New |
| PGGM Investments | 1,444 | $664.0K | 0.01% | −4,025−73.6% | Reduced |
| E. Ohman J:or Asset Management AB | 1,454 | $668.6K | 0.02% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 1,454 | $668.7K | 0.02% | −45−3.0% | Reduced |
| Texas Yale Capital Corp. | 1,455 | $669.1K | 0.03% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 1,458 | $670.5K | 0.01% | +648+80.0% | Added |