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 |
|---|---|---|---|---|---|
| Wealthfront Advisers LLC | 1,818 | $836.0K | 0.00% | +37+2.1% | Added |
| First Trust Advisors LP | 1,793 | $824.5K | 0.00% | −20−1.1% | Reduced |
| SkyView Investment Advisors, LLC | 1,774 | $816.0K | 0.14% | +50+2.9% | Added |
| Chicago Capital, LLC | 1,771 | $814.4K | 0.02% | 00.0% | Unchanged |
| Colony Group, LLC | 1,758 | $808.8K | 0.00% | −1,354−43.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 1,742 | $801.3K | 0.03% | +230+15.2% | Added |
| Nicholson Wealth Management Group, LLC | 1,727 | $794.2K | 0.65% | +1,727 | New |
| Private Advisor Group, LLC | 1,712 | $787.2K | 0.00% | −57−3.2% | Reduced |
| Alliance Wealth Advisors, LLC | 1,696 | $779.9K | 0.21% | +142+9.1% | Added |
| Campbell & CO Investment Adviser LLC | 1,685 | $774.8K | 0.06% | −1,263−42.8% | Reduced |
| Axq Capital, LP | 1,673 | $769.3K | 0.23% | −466−21.8% | Reduced |
| Cornercap Investment Counsel Inc | 1,671 | $768.4K | 0.23% | −735−30.5% | Reduced |
| Gamco Investors, Inc. Et Al | 1,655 | $761.1K | 0.01% | +1,100+198.2% | Added |
| Northwest Investment Counselors, LLC | 1,652 | $759.7K | 0.17% | −40−2.4% | Reduced |
| J. W. Coons Advisors, LLC | 1,645 | $756.5K | 0.19% | +110+7.2% | Added |
| Fifth Third Bancorp | 1,615 | $742.7K | 0.00% | +446+38.2% | Added |
| Davenport & Co LLC | 1,603 | $737.1K | 0.00% | −35−2.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 1,600 | $735.8K | 0.01% | +615+62.4% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 1,600 | $735.8K | 0.01% | +1,600 | New |
| Park Avenue Securities LLC | 1,589 | $731.0K | 0.01% | −33−2.0% | Reduced |
| Capital Investment Services of America, Inc. | 1,573 | $723.3K | 0.07% | −20−1.3% | Reduced |
| CIBC Private Wealth Group, LLC | 1,571 | $722.4K | 0.00% | +337+27.3% | Added |
| Dynamic Technology Lab Private Ltd | 1,559 | $716.0K | 0.08% | −8,422−84.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,550 | $712.8K | 0.07% | −107−6.5% | Reduced |
| Norinchukin Bank, The | 1,548 | $711.8K | 0.02% | +210+15.7% | Added |
| Central Pacific Bank - Trust Division | 1,540 | $708.2K | 0.09% | −2,269−59.6% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 1,734 | $708.0K | 0.27% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,529 | $703.6K | 0.01% | +1,529 | New |
| Omers Administration Corp | 1,520 | $699.0K | 0.01% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 1,500 | $689.8K | 0.02% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 1,499 | $689.3K | 0.07% | +292+24.2% | Added |
| Wolverine Trading, LLC | 1,489 | $682.7K | 0.02% | −1,142−43.4% | Reduced |
| FourThought Financial Partners, LLC | 1,478 | $679.7K | 0.08% | +15+1.0% | Added |
| Engineers Gate Manager LP | 1,458 | $670.5K | 0.01% | +648+80.0% | Added |
| Texas Yale Capital Corp. | 1,455 | $669.1K | 0.03% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 1,454 | $668.7K | 0.02% | −45−3.0% | Reduced |
| E. Ohman J:or Asset Management AB | 1,454 | $668.6K | 0.02% | 00.0% | Unchanged |
| PGGM Investments | 1,444 | $664.0K | 0.01% | −4,025−73.6% | Reduced |
| Fox Run Management, L.L.C. | 1,439 | $661.7K | 0.15% | +1,439 | New |
| Conestoga Capital Advisors, LLC | 1,437 | $660.8K | 0.01% | −37−2.5% | Reduced |
| CIBC World Markets Inc. | 1,368 | $629.0K | 0.00% | +335+32.4% | Added |
| Jones Financial Companies LLLP | 1,364 | $625.5K | 0.00% | +1,080+380.3% | Added |
| Scientech Research LLC | 1,360 | $625.4K | 0.12% | −1,605−54.1% | Reduced |
| Gen-Wealth Partners Inc | 1,368 | $620.7K | 0.27% | +549+67.0% | Added |
| Synovus Financial Corp | 1,336 | $614.4K | 0.01% | +643+92.8% | Added |
| Argent Trust Co | 1,334 | $613.4K | 0.03% | +22+1.7% | Added |
| HighPoint Advisor Group LLC | 1,333 | $613.0K | 0.04% | +250+23.1% | Added |
| Vontobel Holding Ltd. | 1,323 | $608.4K | 0.00% | +125+10.4% | Added |
| Mattern Wealth Management LLC | 1,295 | $595.7K | 0.13% | −146−10.1% | Reduced |
| HM Payson & Co | 1,289 | $592.7K | 0.01% | +151+13.3% | Added |
| Dividend Assets Capital, LLC | 1,285 | $590.9K | 0.11% | −6−0.5% | Reduced |
| FJ Capital Management LLC | 1,282 | $589.5K | 0.06% | +1,282 | New |
| GYL Financial Synergies, LLC | 1,249 | $574.4K | 0.04% | −5−0.4% | Reduced |
| Nilsine Partners, LLC | 1,222 | $561.9K | 0.07% | −117−8.7% | Reduced |
| Investment Management Corp of Ontario | 1,214 | $558.3K | 0.01% | +300+32.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,209 | $556.0K | 0.02% | −163−11.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 1,205 | $554.1K | 0.01% | −9−0.7% | Reduced |
| Mayflower Financial Advisors, LLC | 1,202 | $552.9K | 0.08% | +4+0.3% | Added |
| Quantum Private Wealth, LLC | 1,202 | $552.7K | 0.19% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 1,198 | $550.9K | 0.24% | −54−4.3% | Reduced |
| D.A. Davidson & Co. | 1,191 | $547.9K | 0.00% | +17+1.4% | Added |
| Avantax Advisory Services, Inc. | 1,190 | $547.3K | 0.00% | +106+9.8% | Added |
| Gibbs Wealth Management | 1,186 | $545.4K | 0.18% | +427+56.3% | Added |
| CoreCap Advisors, LLC | 1,175 | $540.4K | 0.03% | +1,175 | New |
| Wesbanco Bank Inc | 1,152 | $529.7K | 0.02% | −30−2.5% | Reduced |
| Provident Investment Management, Inc. | 1,144 | $526.1K | 0.05% | +49+4.5% | Added |
| Summit Financial, LLC | 1,134 | $521.5K | 0.02% | −145−11.3% | Reduced |
| QRG Capital Management, Inc. | 1,127 | $518.3K | 0.01% | +69+6.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 1,126 | $517.8K | 0.04% | −103−8.4% | Reduced |
| Sage Private Wealth Group, LLC | 1,123 | $516.8K | 0.41% | +37+3.4% | Added |
| Lindenwold Advisors | 1,105 | $508.1K | 0.26% | +5+0.5% | Added |
| LMCG Investments, LLC | 1,093 | $502.6K | 0.03% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 1,076 | $494.8K | 0.07% | +18+1.7% | Added |
| KFG Wealth Management, LLC | 1,067 | $490.9K | 0.11% | +59+5.9% | Added |
| Applied Finance Capital Management, LLC | 1,057 | $486.1K | 0.02% | −122−10.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 1,050 | $482.8K | 0.02% | +51+5.1% | Added |
| Ninety One SA (PTY) Ltd | 1,047 | $481.5K | 0.11% | −606−36.7% | Reduced |
| Hurlow Wealth Management Group, Inc. | 1,019 | $468.6K | 0.15% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 1,013 | $465.9K | 0.03% | +60+6.3% | Added |
| Birch Hill Investment Advisors LLC | 1,012 | $465.4K | 0.02% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 1,011 | $464.9K | 0.09% | +153+17.8% | Added |
| Miracle Mile Advisors, LLC | 1,007 | $463.1K | 0.01% | +7+0.7% | Added |
| Stock Yards Bank & Trust Co | 991 | $455.7K | 0.01% | −90−8.3% | Reduced |
| 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 |
| Bridgefront Capital, LLC | 986 | $453.4K | 0.17% | −570−36.6% | Reduced |
| Ballentine Partners, LLC | 986 | $453.4K | 0.01% | +20+2.1% | Added |
| Silver Lake Advisory, LLC | 981 | $451.3K | 0.18% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 978 | $449.7K | 0.03% | −21−2.1% | Reduced |
| Apollon Wealth Management, LLC | 971 | $446.5K | 0.01% | −20−2.0% | Reduced |
| Douglass Winthrop Advisors, LLC | 971 | $446.5K | 0.01% | 00.0% | Unchanged |
| Covenant Partners, LLC | 968 | $445.1K | 0.13% | +85+9.6% | Added |
| Roberts Glore & Co Inc | 962 | $442.4K | 0.13% | −13−1.3% | Reduced |
| Raymond James Trust N.A. | 948 | $435.9K | 0.01% | +21+2.3% | Added |
| West Coast Financial LLC | 942 | $433.4K | 0.05% | −355−27.4% | Reduced |
| Daymark Wealth Partners, LLC | 942 | $433.3K | 0.02% | −17−1.8% | Reduced |
| Camden Capital, LLC | 936 | $430.6K | 0.05% | −201−17.7% | Reduced |
| Vinva Investment Management Ltd | 933 | $427.8K | 0.02% | +397+74.1% | Added |
| ING Groep NV | 917 | $421.7K | 0.00% | +917 | New |