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 |
|---|---|---|---|---|---|
| Voloridge Investment Management, LLC | 185,257 | $85.2M | 0.31% | +45,487+32.5% | Added |
| Goldman Sachs Group Inc | 191,092 | $87.9M | 0.02% | −29,772−13.5% | Reduced |
| Tandem Investment Advisors, Inc. | 246,759 | $113.5M | 4.30% | −3,269−1.3% | Reduced |
| Congress Asset Management Co | 248,293 | $114.2M | 0.78% | −1,377−0.6% | Reduced |
| Bank of New York Mellon Corp | 248,943 | $114.5M | 0.02% | −6,500−2.5% | Reduced |
| Dimensional Fund Advisors LP | 253,169 | $116.4M | 0.03% | +17,782+7.6% | Added |
| UBS Asset Management Americas Inc | 255,014 | $117.3M | 0.03% | −13,456−5.0% | Reduced |
| StonePine Asset Management Inc. | 274,003 | $126.0M | 1.22% | +1,030+0.4% | Added |
| Macquarie Group Ltd | 276,618 | $127.2M | 0.14% | +2,189+0.8% | Added |
| Nordea Investment Management AB | 281,321 | $129.1M | 0.15% | +18,970+7.2% | Added |
| Legal & General Group Plc | 286,467 | $131.7M | 0.03% | +4,153+1.5% | Added |
| Fiera Capital Corp | 291,251 | $133.9M | 0.40% | −2,409−0.8% | Reduced |
| Boston Trust Walden Corp | 296,329 | $136.3M | 0.95% | +25,294+9.3% | Added |
| Citadel Advisors LLC | 328,218 | $150.9M | 0.16% | +179,793+121.1% | Added |
| Northern Trust Corp | 349,736 | $160.8M | 0.03% | −15,391−4.2% | Reduced |
| Champlain Investment Partners, LLC | 353,702 | $162.6M | 0.98% | −9,460−2.6% | Reduced |
| Charles Schwab Investment Management Inc | 373,386 | $171.7M | 0.03% | +4,113+1.1% | Added |
| Invesco Ltd. | 389,288 | $179.0M | 0.03% | +22,389+6.1% | Added |
| Amundi | 402,423 | $184.0M | 0.07% | −137,393−25.5% | Reduced |
| Massachusetts Financial Services Co | 411,684 | $189.3M | 0.06% | −30,199−6.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 489,065 | $224.9M | 0.24% | +16,515+3.5% | Added |
| JPMorgan Chase & Co | 493,350 | $226.9M | 0.02% | +52,741+12.0% | Added |
| Bank of America Corp | 599,470 | $275.7M | 0.02% | +21,237+3.7% | Added |
| Geode Capital Management, LLC | 1,001,924 | $460.5M | 0.04% | +8,376+0.8% | Added |
| Ninety One UK Ltd | 1,236,669 | $568.7M | 1.52% | +20,208+1.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,258,839 | $578.9M | 1.28% | +103,114+8.9% | Added |
| Wells Fargo & Company | 1,445,759 | $664.8M | 0.16% | −16,985−1.2% | Reduced |
| Loomis Sayles & Co L P | 1,553,303 | $714.3M | 0.94% | −45,539−2.8% | Reduced |
| Morgan Stanley | 1,826,252 | $839.8M | 0.06% | −44,656−2.4% | Reduced |
| State Street Corp | 1,932,376 | $888.6M | 0.04% | +42,303+2.2% | Added |
| Bamco Inc | 2,478,027 | $1.14B | 3.02% | −174,443−6.6% | Reduced |
| BlackRock, Inc. | 3,501,774 | $1.61B | 0.03% | +3,501,774 | New |
| Vanguard Group Inc | 4,656,796 | $2.14B | 0.04% | +43,452+0.9% | Added |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −14,774−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −13,926−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −8,361−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −6,311−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −4,731−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −4,217−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −4,046−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −4,005−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −3,727−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −3,001−100.0% | Sold out |
| Aristides Capital LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −2,808−100.0% | Sold out |
| Guardian Capital LP | 0 | $0 | 0.00% | −2,363−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −2,309−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −2,032−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −1,780−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −1,757−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −1,693−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −1,681−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −1,406−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −1,360−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −1,356−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −1,201−100.0% | Sold out |
| TRUE Private Wealth Advisors | 0 | $0 | 0.00% | −983−100.0% | Sold out |
| Sapient Capital LLC | 0 | $0 | 0.00% | −840−100.0% | Sold out |
| Great Diamond Partners, LLC | 0 | $0 | 0.00% | −768−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −741−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −693−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −648−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −621−100.0% | Sold out |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | $0 | 0.00% | −563−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −558−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −549−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −544−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −512−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −505−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −497−100.0% | Sold out |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −495−100.0% | Sold out |
| Creekmur Asset Management LLC | 0 | $0 | 0.00% | −430−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Spence Asset Management | 0 | $0 | 0.00% | −2,056−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −145−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −127−100.0% | Sold out |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| Cypress Capital, LLC | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| Alta Advisers Ltd | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Tyler-Stone Wealth Management | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Chris Bulman Inc | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Rothschild Investment LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Register Financial Advisors LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Abound Wealth Management | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Triad Wealth Partners, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Sachetta, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| La Financiere de L'Echiquier | – | – | – | – | Not filed |
| Institutional & Family Asset Management, LLC | – | – | – | – | Not filed |