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 |
|---|---|---|---|---|---|
| Thematics Asset Management | 8,609 | $3.96M | 0.16% | 00.0% | Unchanged |
| First Hawaiian Bank | 8,571 | $3.94M | 0.13% | +617+7.8% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 8,439 | $3.88M | 0.04% | +8,439 | New |
| Great Lakes Advisors, LLC | 8,401 | $3.86M | 0.03% | −147−1.7% | Reduced |
| Retirement Systems of Alabama | 8,351 | $3.84M | 0.01% | −56−0.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,281 | $3.81M | 0.02% | −91−1.1% | Reduced |
| Somerset Trust Co | 8,227 | $3.78M | 1.42% | +13+0.2% | Added |
| Pathstone Holdings, LLC | 8,118 | $3.73M | 0.02% | −146−1.8% | Reduced |
| Amalgamated Bank | 8,116 | $3.73M | 0.03% | +190+2.4% | Added |
| Northwestern Mutual Wealth Management Co | 8,074 | $3.71M | 0.00% | +1,340+19.9% | Added |
| Van Eck Associates Corp | 7,956 | $3.69M | 0.00% | +752+10.4% | Added |
| Artisan Partners Limited Partnership | 7,980 | $3.67M | 0.01% | +7,980 | New |
| Linden Thomas Advisory Services, LLC | 7,951 | $3.66M | 0.50% | −31−0.4% | Reduced |
| HRT Financial LP | 7,944 | $3.65M | 0.02% | −25,227−76.1% | Reduced |
| Eukles Asset Management | 7,923 | $3.64M | 1.46% | −394−4.7% | Reduced |
| Birch Capital Management, LLC | 7,812 | $3.59M | 1.76% | +725+10.2% | Added |
| ProShare Advisors LLC | 7,754 | $3.57M | 0.01% | +9+0.1% | Added |
| Czech National Bank | 7,749 | $3.56M | 0.04% | +486+6.7% | Added |
| IFM Investors Pty Ltd | 7,733 | $3.56M | 0.03% | +104+1.4% | Added |
| Evoke Wealth, LLC | 7,614 | $3.50M | 0.10% | +7,614 | New |
| Banco Santander, S.A. | 7,490 | $3.44M | 0.04% | −410−5.2% | Reduced |
| Neuberger Berman Group LLC | 7,459 | $3.43M | 0.00% | −41−0.5% | Reduced |
| Coastal Bridge Advisors, LLC | 7,439 | $3.42M | 0.85% | −476−6.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 7,401 | $3.40M | 0.02% | 00.0% | Unchanged |
| CIBC World Markets Corp | 7,332 | $3.37M | 0.02% | −12−0.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 7,263 | $3.35M | 0.03% | +528+7.8% | Added |
| Prospera Financial Services Inc | 6,970 | $3.21M | 0.08% | −62−0.9% | Reduced |
| KBC Group NV | 6,948 | $3.19M | 0.01% | −2,239−24.4% | Reduced |
| Alberta Investment Management Corp | 6,800 | $3.13M | 0.03% | +6,800 | New |
| XTX Topco Ltd | 6,771 | $3.11M | 0.23% | +313+4.8% | Added |
| Simplex Trading, LLC | 6,733 | $3.10M | 0.10% | +6,733 | New |
| Tsai Capital Corp | 6,728 | $3.09M | 2.51% | +1,446+27.4% | Added |
| Public Sector Pension Investment Board | 6,698 | $3.08M | 0.02% | +200+3.1% | Added |
| Procyon Private Wealth Partners, LLC | 6,636 | $3.05M | 0.21% | +164+2.5% | Added |
| Quantbot Technologies LP | 6,633 | $3.05M | 0.12% | −686−9.4% | Reduced |
| DnB Asset Management AS | 6,468 | $2.97M | 0.01% | +534+9.0% | Added |
| Steward Partners Investment Advisory, LLC | 6,467 | $2.97M | 0.03% | −1,327−17.0% | Reduced |
| NewEdge Wealth, LLC | 6,444 | $2.96M | 0.05% | +919+16.6% | Added |
| Kensington Investment Counsel, LLC | 6,433 | $2.96M | 1.24% | +157+2.5% | Added |
| Xponance, Inc. | 6,415 | $2.95M | 0.03% | −4,744−42.5% | Reduced |
| British Columbia Investment Management Corp | 6,348 | $2.92M | 0.02% | −952−13.0% | Reduced |
| Utah Retirement Systems | 6,254 | $2.88M | 0.03% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 6,193 | $2.85M | 0.09% | −80−1.3% | Reduced |
| FORA Capital, LLC | 6,137 | $2.82M | 0.33% | +77+1.3% | Added |
| Bright Rock Capital Management, LLC | 6,000 | $2.76M | 0.55% | 00.0% | Unchanged |
| Tredje AP-fonden | 5,988 | $2.75M | 0.02% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 5,941 | $2.73M | 0.05% | −3,547−37.4% | Reduced |
| Mackenzie Financial Corp | 5,881 | $2.70M | 0.00% | −984−14.3% | Reduced |
| Stiles Financial Services Inc | 5,816 | $2.68M | 0.94% | −221−3.7% | Reduced |
| Allianz Asset Management GmbH | 5,802 | $2.67M | 0.00% | +550+10.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 5,646 | $2.60M | 0.10% | −107−1.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 5,583 | $2.57M | 0.01% | −97−1.7% | Reduced |
| CIBC Asset Management Inc | 5,565 | $2.56M | 0.01% | +414+8.0% | Added |
| Natixis | 5,492 | $2.53M | 0.02% | +678+14.1% | Added |
| Credit Agricole S A | 5,352 | $2.46M | 0.01% | +213+4.1% | Added |
| Oppenheimer Asset Management Inc. | 5,336 | $2.45M | 0.03% | −8−0.1% | Reduced |
| GWM Advisors LLC | 5,310 | $2.44M | 0.02% | +44+0.8% | Added |
| Cetera Investment Advisers | 5,234 | $2.41M | 0.01% | −557−9.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 5,225 | $2.40M | 0.09% | +10.0% | Added |
| Janus Henderson Group PLC | 5,224 | $2.40M | 0.00% | −200−3.7% | Reduced |
| Cerity Partners LLC | 5,124 | $2.36M | 0.01% | +3,183+164.0% | Added |
| Azzad Asset Management Inc | 5,051 | $2.32M | 0.26% | −5−0.1% | Reduced |
| New York Life Investment Management LLC | 5,051 | $2.32M | 0.02% | −177−3.4% | Reduced |
| First Personal Financial Services | 4,993 | $2.30M | 0.49% | +7+0.1% | Added |
| Warren Averett Asset Management, LLC | 4,959 | $2.28M | 0.04% | +397+8.7% | Added |
| APG Asset Management N.V. | 5,500 | $2.27M | 0.02% | −3,635−39.8% | Reduced |
| Nissay Asset Management Corp | 4,871 | $2.24M | 0.01% | +124+2.6% | Added |
| Bank of Nova Scotia | 4,870 | $2.24M | 0.00% | +889+22.3% | Added |
| Captrust Financial Advisors | 4,861 | $2.24M | 0.01% | −962−16.5% | Reduced |
| Yousif Capital Management, LLC | 4,783 | $2.20M | 0.02% | −128−2.6% | Reduced |
| Strong Tower Advisory Services | 4,774 | $2.20M | 0.61% | +887+22.8% | Added |
| Candriam Luxembourg S.C.A. | 4,772 | $2.19M | 0.01% | −268−5.3% | Reduced |
| Edgestream Partners, L.P. | 4,720 | $2.17M | 0.10% | +4,720 | New |
| Mutual of America Capital Management LLC | 4,685 | $2.15M | 0.02% | −121−2.5% | Reduced |
| Ameritas Investment Partners, Inc. | 4,617 | $2.12M | 0.07% | −47−1.0% | Reduced |
| Greenleaf Trust | 4,538 | $2.09M | 0.02% | +3,936+653.8% | Added |
| ICW Investment Advisors LLC | 4,537 | $2.09M | 0.87% | +140+3.2% | Added |
| Avanda Investment Management Pte. Ltd. | 4,533 | $2.08M | 0.41% | −3,732−45.2% | Reduced |
| Sepio Capital, LP | 4,530 | $2.08M | 0.16% | −45−1.0% | Reduced |
| Numerai GP LLC | 4,484 | $2.06M | 0.55% | +4,484 | New |
| Sterling Capital Management LLC | 4,450 | $2.05M | 0.03% | +4,450 | New |
| Cascades Capital Asset Management, LLC | 4,379 | $2.01M | 1.11% | +4,379 | New |
| UniSuper Management Pty Ltd | 4,320 | $1.99M | 0.01% | +240+5.9% | Added |
| Concurrent Investment Advisors, LLC | 4,307 | $1.98M | 0.06% | +10.0% | Added |
| Harbor Capital Advisors, Inc. | 4,247 | $1.95M | 0.08% | +1,830+75.7% | Added |
| CI Private Wealth, LLC | 4,182 | $1.92M | 0.00% | +182+4.6% | Added |
| Cordatus Wealth Management LLC | 4,162 | $1.91M | 0.69% | −7−0.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 4,119 | $1.89M | 0.00% | −115−2.7% | Reduced |
| Aurora Investment Managers, LLC. | 4,005 | $1.84M | 1.18% | +20+0.5% | Added |
| Naples Global Advisors, LLC | 4,005 | $1.84M | 0.17% | +135+3.5% | Added |
| LWM Advisory Services, LLC | 4,000 | $1.84M | 1.36% | 00.0% | Unchanged |
| Abner Herrman & Brock LLC | 4,000 | $1.84M | 0.22% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 3,993 | $1.84M | 0.01% | +2,117+112.8% | Added |
| Kesler, Norman & Wride, LLC | 3,928 | $1.81M | 0.35% | −1,485−27.4% | Reduced |
| Public Employees Retirement Association of Colorado | 3,911 | $1.80M | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 3,861 | $1.78M | 0.06% | −6,325−62.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 3,820 | $1.76M | 0.02% | +69+1.8% | Added |
| TrimTabs Asset Management, LLC | 3,803 | $1.75M | 0.41% | +3,803 | New |
| Resources Investment Advisors, LLC. | 3,684 | $1.69M | 0.02% | +40+1.1% | Added |
| Ostrum Asset Management | 3,677 | $1.69M | 0.14% | −98−2.6% | Reduced |