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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 106 | $48.0K | 0.00% | +3+2.9% | Added |
| CVA Family Office, LLC | 104 | $47.8K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 103 | $47.4K | 0.01% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 100 | $46.0K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 100 | $46.0K | 0.04% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 95 | $43.7K | 0.00% | +95 | New |
| Washington Trust Advisors, Inc. | 91 | $41.8K | 0.00% | −1−1.1% | Reduced |
| SJS Investment Consulting Inc. | 90 | $41.4K | 0.01% | +2+2.3% | Added |
| Massmutual Trust Co FSB | 87 | $40.0K | 0.00% | +3+3.6% | Added |
| Bogart Wealth, LLC | 81 | $37.2K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 80 | $36.8K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 76 | $34.9K | 0.01% | +76 | New |
| Quent Capital, LLC | 76 | $34.8K | 0.00% | +1+1.3% | Added |
| Hartford Financial Management Inc. | 75 | $34.5K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 74 | $34.0K | 0.01% | −78−51.3% | Reduced |
| Capital Performance Advisors LLP | 74 | $34.0K | 0.01% | +74 | New |
| Clearstead Advisors, LLC | 73 | $33.6K | 0.00% | −15−17.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 70 | $32.2K | 0.00% | 00.0% | Unchanged |
| Motco | 67 | $30.8K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 65 | $30.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 64 | $29.3K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 62 | $29.0K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 60 | $28.0K | 0.02% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 57 | $26.2K | 0.06% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 56 | $25.8K | 0.00% | +56 | New |
| Criterion Capital Advisors, LLC | 63 | $25.7K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 54 | $24.8K | 0.02% | −14−20.6% | Reduced |
| TD Waterhouse Canada Inc. | 52 | $23.7K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 51 | $23.5K | 0.01% | +6+13.3% | Added |
| Caitlin John, LLC | 47 | $23.1K | 0.01% | +47 | New |
| First United Bank Trust | 50 | $23.0K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 48 | $22.1K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 44 | $20.2K | 0.00% | −3−6.4% | Reduced |
| GoalVest Advisory LLC | 44 | $20.2K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 42 | $19.3K | 0.00% | +36+600.0% | Added |
| Western Pacific Wealth Management, LP | 42 | $19.3K | 0.01% | +42 | New |
| Arrow Financial Corp | 41 | $18.9K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 38 | $17.5K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 37 | $17.0K | 0.00% | +8+27.6% | Added |
| Centerpoint Advisors, LLC | 37 | $17.0K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 38 | $17.0K | 0.00% | +38 | New |
| Financial Network Wealth Advisors LLC | 35 | $16.1K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 34 | $15.6K | 0.00% | −11−24.4% | Reduced |
| Operose Advisors LLC | 34 | $15.6K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 34 | $15.6K | 0.00% | +34 | New |
| Old Point Trust & Financial Services N A | 33 | $15.2K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 33 | $15.2K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 33 | $15.2K | 0.00% | +24+266.7% | Added |
| Atlantic Edge Private Wealth Management, LLC | 32 | $14.7K | 0.00% | +32 | New |
| TD Private Client Wealth LLC | 32 | $14.7K | 0.00% | −10−23.8% | Reduced |
| Key Financial Inc | 30 | $13.8K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 29 | $13.3K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 29 | $13.3K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 28 | $12.9K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 28 | $12.9K | 0.00% | +28 | New |
| Stephens Consulting, LLC | 27 | $12.4K | 0.00% | −6−18.2% | Reduced |
| Johnson Financial Group, Inc. | 27 | $12.4K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 26 | $12.0K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 24 | $11.1K | 0.00% | +24 | New |
| GW&K Investment Management, LLC | 25 | $11.0K | 0.00% | +7+38.9% | Added |
| Assetmark, Inc | 23 | $10.6K | 0.00% | −12−34.3% | Reduced |
| BFSG, LLC | 23 | $10.6K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 22 | $10.1K | 0.00% | −2,659−99.2% | Reduced |
| Tortoise Investment Management, LLC | 22 | $10.1K | 0.00% | −1−4.3% | Reduced |
| Archer Investment Corp | 21 | $9.66K | 0.00% | +21 | New |
| Lindbrook Capital, LLC | 20 | $9.20K | 0.00% | −22−52.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 20 | $9.20K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 20 | $9.20K | 0.00% | +20 | New |
| Umb Bank N A | 19 | $8.74K | 0.00% | −47−71.2% | Reduced |
| True Wealth Design, LLC | 17 | $7.82K | 0.00% | +17 | New |
| Tucker Asset Management LLC | 17 | $7.82K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 16 | $7.36K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 14 | $7.11K | 0.00% | −7−33.3% | Reduced |
| First PREMIER Bank | 15 | $7.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 16 | $7.00K | 0.00% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 17 | $7.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 14 | $6.44K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 14 | $6.44K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 13 | $5.98K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 11 | $5.34K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 12 | $5.12K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 10 | $4.70K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 10 | $4.60K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $4.60K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 10 | $4.60K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 9 | $4.14K | 0.00% | −3−25.0% | Reduced |
| Northwest Capital Management Inc | 9 | $4.14K | 0.00% | 00.0% | Unchanged |
| Copley Financial Group, Inc. | 9 | $4.14K | 0.00% | +9 | New |
| Raleigh Capital Management Inc. | 8 | $3.74K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 8 | $3.68K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 8 | $3.68K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 8 | $3.68K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 8 | $3.68K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 8 | $3.65K | 0.00% | +4+100.0% | Added |
| Pineridge Advisors LLC | 7 | $3.23K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 7 | $3.22K | 0.00% | −2−22.2% | Reduced |
| City State Bank | 7 | $3.22K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 7 | $3.22K | 0.00% | +7 | New |
| NBC Securities, Inc. | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 6 | $2.76K | 0.00% | 00.0% | Unchanged |