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 |
|---|---|---|---|---|---|
| Empirical Finance, LLC | 915 | $420.8K | 0.02% | +44+5.1% | Added |
| Summit Trail Advisors, LLC | 907 | $417.1K | 0.01% | +907 | New |
| Veriti Management LLC | 905 | $416.2K | 0.02% | +1+0.1% | Added |
| MAI Capital Management | 886 | $407.3K | 0.00% | −395−30.8% | Reduced |
| Harbor Investment Advisory, LLC | 881 | $405.1K | 0.04% | +95+12.1% | Added |
| Bryn Mawr Trust Co | 877 | $403.4K | 0.01% | +877 | New |
| Shepherd Financial Partners LLC | 877 | $403.3K | 0.05% | −75−7.9% | Reduced |
| Sequoia Financial Advisors, LLC | 866 | $398.2K | 0.00% | −215−19.9% | Reduced |
| Beacon Investment Advisory Services, Inc. | 864 | $397.3K | 0.02% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 856 | $393.6K | 0.04% | −1−0.1% | Reduced |
| Haverford Trust Co | 852 | $391.8K | 0.00% | +37+4.5% | Added |
| Verity & Verity, LLC | 847 | $389.5K | 0.04% | +91+12.0% | Added |
| Legacy Financial Advisors, Inc. | 846 | $389.1K | 0.07% | +12+1.4% | Added |
| Belpointe Asset Management LLC | 833 | $383.1K | 0.02% | +221+36.1% | Added |
| Apeiron RIA LLC | 831 | $382.1K | 0.11% | +35+4.4% | Added |
| Signal Advisors Wealth, LLC | 830 | $381.5K | 0.05% | +830 | New |
| Balyasny Asset Management LLC | 828 | $380.8K | 0.00% | −1,061−56.2% | Reduced |
| Guggenheim Capital LLC | 820 | $377.1K | 0.00% | −45−5.2% | Reduced |
| Mutual Advisors, LLC | 817 | $373.1K | 0.01% | +73+9.8% | Added |
| IHT Wealth Management, LLC | 802 | $368.2K | 0.01% | +132+19.7% | Added |
| Alps Advisors Inc | 797 | $366.5K | 0.00% | +72+9.9% | Added |
| EP Wealth Advisors, LLC | 791 | $363.8K | 0.00% | +791 | New |
| Outlook Wealth Advisors, LLC | 788 | $362.4K | 0.10% | +71+9.9% | Added |
| Baldwin Brothers Inc | 782 | $359.6K | 0.02% | +726+1,296.4% | Added |
| Koshinski Asset Management, Inc. | 776 | $356.9K | 0.03% | +163+26.6% | Added |
| Aureus Asset Management, LLC | 775 | $356.4K | 0.02% | −200−20.5% | Reduced |
| 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 |
| GAMMA Investing LLC | 768 | $353.2K | 0.04% | +52+7.3% | Added |
| Empowered Funds, LLC | 762 | $350.4K | 0.01% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 858 | $350.3K | 0.26% | −8−0.9% | Reduced |
| Rockland Trust Co | 758 | $348.6K | 0.02% | −118−13.5% | Reduced |
| Perpetual Ltd | 755 | $347.2K | 0.00% | +233+44.6% | Added |
| Curated Wealth Partners LLC | 751 | $345.3K | 0.04% | 00.0% | Unchanged |
| We Are One Seven, LLC | 743 | $341.7K | 0.01% | −66−8.2% | Reduced |
| Seven Eight Capital, LP | 740 | $340.3K | 0.03% | +114+18.2% | Added |
| Strategy Asset Managers LLC | 735 | $338.2K | 0.06% | +56+8.2% | Added |
| Leavell Investment Management, Inc. | 731 | $336.1K | 0.02% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 729 | $335.2K | 0.07% | +64+9.6% | Added |
| Perigon Wealth Management, LLC | 727 | $334.3K | 0.01% | −16−2.2% | Reduced |
| MBB Public Markets I LLC | 720 | $331.1K | 0.03% | −2,080−74.3% | Reduced |
| Kolinsky Wealth Management, LLC | 716 | $329.3K | 0.21% | +1+0.1% | Added |
| Andina Capital Management, LLC | 715 | $328.6K | 0.25% | +26+3.8% | Added |
| Bleakley Financial Group, LLC | 713 | $327.9K | 0.01% | +20+2.9% | Added |
| Eqis Capital Management, Inc. | 706 | $324.6K | 0.03% | +11+1.6% | Added |
| Precision Wealth Strategies, LLC | 703 | $323.3K | 0.30% | +4+0.6% | Added |
| Vestcor Inc | 702 | $323.0K | 0.01% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 700 | $321.9K | 0.02% | −50−6.7% | Reduced |
| Meridian Wealth Management, LLC | 698 | $321.1K | 0.02% | +698 | New |
| Apella Capital, LLC | 700 | $319.9K | 0.01% | −3−0.4% | Reduced |
| Brady Family Wealth, LLC | 693 | $318.7K | 0.10% | −30−4.1% | Reduced |
| HBK Sorce Advisory LLC | 686 | $315.5K | 0.01% | −50−6.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 686 | $315.5K | 0.00% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 681 | $313.2K | 0.01% | −29−4.1% | Reduced |
| Fort Washington Investment Advisors Inc | 672 | $309.0K | 0.00% | 00.0% | Unchanged |
| Intrust Bank NA | 670 | $308.1K | 0.03% | −38−5.4% | Reduced |
| Rowland & Co Investment Counsel | 670 | $308.1K | 0.06% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 668 | $307.2K | 0.08% | +10+1.5% | Added |
| Stevens Capital Management LP | 664 | $305.0K | 0.04% | −2,782−80.7% | Reduced |
| Peapack Gladstone Financial Corp | 660 | $304.0K | 0.00% | −118−15.2% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 661 | $304.0K | 0.08% | +661 | New |
| Berkshire Asset Management LLC | 723 | $295.2K | 0.02% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 641 | $294.8K | 0.03% | +641 | New |
| Seelaus Asset Management LLC | 640 | $294.3K | 0.27% | 00.0% | Unchanged |
| Stokes Capital Advisors, LLC | 639 | $293.8K | 0.08% | −140−18.0% | Reduced |
| KCM Investment Advisors LLC | 639 | $293.8K | 0.01% | 00.0% | Unchanged |
| Diversified, LLC | 637 | $293.1K | 0.03% | −1−0.2% | Reduced |
| Diversified Enterprises, LLC | 637 | $293.1K | 0.03% | +637 | New |
| Leonteq Securities AG | 636 | $292.5K | 0.03% | +636 | New |
| Gotham Asset Management, LLC | 633 | $291.1K | 0.00% | −2,652−80.7% | Reduced |
| Oak Thistle LLC | 631 | $290.2K | 0.09% | −169−21.1% | Reduced |
| Dumont & Blake Investment Advisors LLC | 630 | $289.5K | 0.08% | −727−53.6% | Reduced |
| Pine Haven Investment Counsel, Inc | 625 | $287.4K | 0.23% | 00.0% | Unchanged |
| Bennett Selby Investments LP | 622 | $286.2K | 0.12% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 618 | $284.2K | 0.00% | −11−1.7% | Reduced |
| Larson Financial Group LLC | 617 | $283.8K | 0.02% | +170+38.0% | Added |
| Versant Capital Management, Inc | 612 | $281.4K | 0.06% | 00.0% | Unchanged |
| Seeds Investor LLC | 612 | $281.2K | 0.11% | −150−19.7% | Reduced |
| Profund Advisors LLC | 604 | $277.7K | 0.01% | +33+5.8% | Added |
| Checchi Capital Advisers, LLC | 601 | $276.4K | 0.02% | −13−2.1% | Reduced |
| EntryPoint Capital, LLC | 600 | $275.9K | 0.16% | −57−8.7% | Reduced |
| Nations Financial Group Inc, | 598 | $275.0K | 0.02% | +598 | New |
| Paces Ferry Wealth Advisors, LLC | 590 | $271.3K | 0.16% | −17−2.8% | Reduced |
| RSM US Wealth Management LLC | 594 | $270.3K | 0.00% | +89+17.6% | Added |
| AdvisorNet Financial, Inc | 578 | $265.8K | 0.02% | +573+11,460.0% | Added |
| 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 |
| Hall Laurie J Trustee | 575 | $264.0K | 0.08% | 00.0% | Unchanged |
| Capula Management Ltd | 566 | $260.3K | 0.00% | −454−44.5% | Reduced |
| Security Financial Services, INC. | 566 | $260.3K | 0.05% | +566 | New |
| Phillips Wealth Planners LLC | 553 | $260.2K | 0.25% | +13+2.4% | Added |
| CAPROCK Group, Inc. | 558 | $256.6K | 0.01% | −95−14.5% | Reduced |
| Dean Investment Associates, LLC | 554 | $254.8K | 0.03% | −12−2.1% | Reduced |
| PFG Investments, LLC | 551 | $253.2K | 0.02% | −2−0.4% | Reduced |
| Blue Barn Wealth, LLC | 539 | $247.9K | 0.13% | +18+3.5% | Added |
| Everpar Advisors LLC | 538 | $247.4K | 0.13% | −308−36.4% | Reduced |
| Bessemer Group Inc | 537 | $247.0K | 0.00% | +253+89.1% | Added |
| M3 Advisory Group, LLC | 532 | $244.8K | 0.18% | +532 | New |