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 |
|---|---|---|---|---|---|
| Bouchey Financial Group Ltd | 531 | $244.2K | 0.02% | +16+3.1% | Added |
| NEOS Investment Management LLC | 530 | $243.7K | 0.01% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 507 | $241.9K | 0.00% | +507 | New |
| Tocqueville Asset Management L.P. | 525 | $241.4K | 0.00% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 521 | $239.6K | 0.12% | +10+2.0% | Added |
| Glenview Trust Co | 518 | $238.2K | 0.00% | −2−0.4% | Reduced |
| Savant Capital, LLC | 516 | $237.4K | 0.00% | +516 | New |
| Horizon Investments, LLC | 516 | $237.3K | 0.01% | −36−6.5% | Reduced |
| Motley Fool Asset Management LLC | 521 | $237.0K | 0.01% | −48−8.4% | Reduced |
| Woodline Partners LP | 514 | $236.4K | 0.00% | −330−39.1% | Reduced |
| Intrua Financial, LLC | 510 | $234.3K | 0.04% | −42−7.6% | Reduced |
| ISAM Funds (UK) Ltd | 509 | $234.1K | 0.13% | −1,453−74.1% | Reduced |
| Farther Finance Advisors, LLC | 501 | $230.4K | 0.01% | +88+21.3% | Added |
| Journey Strategic Wealth LLC | 501 | $230.4K | 0.01% | +501 | New |
| Middleton & Co Inc | 500 | $229.9K | 0.03% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 500 | $229.9K | 0.03% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 500 | $229.9K | 0.04% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 494 | $227.2K | 0.16% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 490 | $225.3K | 0.02% | −149−23.3% | Reduced |
| Claret Asset Management Corp | 488 | $224.0K | 0.04% | +488 | New |
| Great Valley Advisor Group, Inc. | 486 | $223.7K | 0.01% | +486 | New |
| Moneta Group Investment Advisors LLC | 485 | $223.0K | 0.00% | +485 | New |
| Dark Forest Capital Management LP | 483 | $222.1K | 0.03% | +483 | New |
| Perissos Private Wealth Management, LLC | 479 | $220.3K | 0.18% | +479 | New |
| Diversify Wealth Management, LLC | 475 | $220.3K | 0.02% | +475 | New |
| Dorsey & Whitney Trust CO LLC | 473 | $217.5K | 0.01% | +473 | New |
| Buckingham Capital Management, Inc. | 470 | $216.1K | 0.02% | +470 | New |
| Drive Wealth Management, LLC | 465 | $214.0K | 0.06% | +465 | New |
| Vident Advisory, LLC | 465 | $213.9K | 0.01% | +465 | New |
| WMS Partners, LLC | 462 | $212.5K | 0.01% | +462 | New |
| Tiaa Trust, National Association | 457 | $210.2K | 0.00% | −129−22.0% | Reduced |
| MONECO Advisors, LLC | 457 | $210.2K | 0.03% | +457 | New |
| Wedbush Securities Inc | 454 | $209.0K | 0.01% | −1,255−73.4% | Reduced |
| Focus Financial Network, Inc. | 452 | $207.9K | 0.01% | +452 | New |
| Delta Asset Management LLC | 450 | $206.9K | 0.02% | 00.0% | Unchanged |
| Tower Bridge Advisors | 450 | $206.9K | 0.02% | +450 | New |
| Quest Partners LLC | 449 | $206.5K | 0.02% | +381+560.3% | Added |
| Crestmont Private Wealth LLC | 444 | $204.2K | 0.09% | +444 | New |
| Geller Advisors LLC | 443 | $203.7K | 0.01% | +443 | New |
| Smith Shellnut Wilson LLC | 442 | $203.3K | 0.09% | +442 | New |
| Cassaday & Co Wealth Management LLC | 442 | $203.3K | 0.01% | +442 | New |
| Siemens Fonds Invest GmbH | 1,115 | $201.9K | 0.02% | 00.0% | Unchanged |
| Trust Asset Management LLC | 439 | $201.9K | 0.02% | +439 | New |
| Invesco, LLC | 439 | $201.9K | 0.08% | +439 | New |
| Claro Advisors LLC | 439 | $201.8K | 0.03% | +439 | New |
| Estabrook Capital Management | 425 | $195.4K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 411 | $189.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 408 | $188.0K | 0.00% | +33+8.8% | Added |
| International Assets Investment Management, LLC | 84,612 | $184.0K | 0.00% | +84,612 | New |
| PrairieView Partners, LLC | 400 | $183.0K | 0.02% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 381 | $175.2K | 0.01% | +3+0.8% | Added |
| JFS Wealth Advisors, LLC | 369 | $169.7K | 0.01% | +1+0.3% | Added |
| Caldwell Trust Co | 357 | $164.2K | 0.02% | 00.0% | Unchanged |
| Principal Securities, Inc. | 338 | $155.4K | 0.00% | +45+15.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 337 | $155.0K | 0.01% | +300+810.8% | Added |
| Signaturefd, LLC | 301 | $138.5K | 0.00% | −37−10.9% | Reduced |
| EverSource Wealth Advisors, LLC | 298 | $137.0K | 0.01% | +7+2.4% | Added |
| Huntington National Bank | 291 | $133.8K | 0.00% | +66+29.3% | Added |
| Tobam | 269 | $124.0K | 0.02% | −60−18.2% | Reduced |
| Private Trust Co NA | 269 | $123.7K | 0.01% | −183−40.5% | Reduced |
| Parallel Advisors, LLC | 264 | $121.5K | 0.00% | −39−12.9% | Reduced |
| MCF Advisors LLC | 264 | $121.4K | 0.01% | −20−7.0% | Reduced |
| Mather Group, LLC. | 263 | $120.7K | 0.00% | −298−53.1% | Reduced |
| Global Retirement Partners, LLC | 260 | $119.6K | 0.00% | +15+6.1% | Added |
| Compagnie Lombard Odier SCmA | 260 | $119.6K | 0.00% | +260 | New |
| Reuter James Wealth Management, LLC | 259 | $119.1K | 0.02% | +259 | New |
| First Horizon Advisors, Inc. | 251 | $115.6K | 0.00% | −4−1.6% | Reduced |
| Capital Advisors, Ltd. LLC | 242 | $111.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 225 | $103.5K | 0.03% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 220 | $101.2K | 0.04% | +220 | New |
| Ronald Blue Trust, Inc. | 228 | $93.1K | 0.00% | +89+64.0% | Added |
| SRS Capital Advisors, Inc. | 202 | $92.9K | 0.01% | +3+1.5% | Added |
| Natixis Investment Managers International | 192 | $88.3K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 187 | $86.0K | 0.02% | +11+6.3% | Added |
| Swedbank AB | 185 | $85.1K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 185 | $85.1K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 180 | $82.8K | 0.03% | −2−1.1% | Reduced |
| Penserra Capital Management LLC | 181 | $82.0K | 0.00% | +2+1.1% | Added |
| Smartleaf Asset Management LLC | 172 | $78.9K | 0.01% | +116+207.1% | Added |
| Continuum Advisory, LLC | 159 | $78.8K | 0.01% | +156+5,200.0% | Added |
| Coastline Trust Co | 170 | $78.2K | 0.01% | +170 | New |
| Brown Brothers Harriman & Co | 169 | $77.7K | 0.00% | +16+10.5% | Added |
| Sentry Investment Management LLC | 167 | $77.0K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 158 | $72.7K | 0.00% | +46+41.1% | Added |
| Bruce G. Allen Investments, LLC | 156 | $71.7K | 0.06% | +5+3.3% | Added |
| Clean Yield Group | 150 | $69.0K | 0.02% | 00.0% | Unchanged |
| Hilltop National Bank | 150 | $69.0K | 0.02% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 150 | $69.0K | 0.00% | +128+581.8% | Added |
| Quadrant Capital Group LLC | 144 | $66.2K | 0.00% | −15−9.4% | Reduced |
| Covestor Ltd | 144 | $66.0K | 0.04% | −17−10.6% | Reduced |
| Lummis Asset Management, LP | 140 | $64.4K | 0.08% | 00.0% | Unchanged |
| Sandy Spring Bank | 136 | $62.5K | 0.00% | −44−24.4% | Reduced |
| Proequities, Inc. | 130 | $59.8K | 0.00% | −38−22.6% | Reduced |
| Central Trust Co | 123 | $56.5K | 0.00% | +2+1.7% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 121 | $56.0K | 0.00% | −5,070−97.7% | Reduced |
| DT Investment Partners, LLC | 120 | $55.2K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 118 | $54.3K | 0.00% | −21−15.1% | Reduced |
| Allworth Financial LP | 115 | $52.9K | 0.00% | −17−12.9% | Reduced |
| Trust Co | 108 | $49.7K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 107 | $49.2K | 0.00% | +107 | New |