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Livermore
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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.

Institutional holdersQ3 2024: 833 institutions
Q1 2021: 577 institutionsQ2 2021: 595 institutionsQ3 2021: 621 institutionsQ4 2021: 695 institutionsQ1 2022: 704 institutionsQ2 2022: 693 institutionsQ3 2022: 692 institutionsQ4 2022: 743 institutionsQ1 2023: 723 institutionsQ2 2023: 737 institutionsQ3 2023: 733 institutionsQ4 2023: 775 institutionsQ1 2024: 782 institutionsQ2 2024: 807 institutionsQ3 2024: 833 institutionsQ4 2024: 847 institutionsQ1 2025: 828 institutionsQ2 2025: 837 institutionsQ3 2025: 775 institutionsQ4 2025: 798 institutionsQ1 2026: 726 institutionsQ2 2026: 767 institutions
Value heldQ3 2024: $16.5B
Q1 2021: $10.3BQ2 2021: $11.1BQ3 2021: $13.1BQ4 2021: $16.5BQ1 2022: $14.8BQ2 2022: $13.0BQ3 2022: $13.8BQ4 2022: $13.5BQ1 2023: $14.0BQ2 2023: $13.7BQ3 2023: $15.2BQ4 2023: $16.5BQ1 2024: $15.9BQ2 2024: $14.6BQ3 2024: $16.5BQ4 2024: $17.2BQ1 2025: $16.2BQ2 2025: $15.9BQ3 2025: $10.6BQ4 2025: $10.6BQ1 2026: $8.21BQ2 2026: $9.22B
Institutions holding FDS and their total value by quarter
QuarterHoldersValue
Q2 2026767$9.22B
Q1 2026726$8.21B
Q4 2025798$10.6B
Q3 2025775$10.6B
Q2 2025837$15.9B
Q1 2025828$16.2B
Q4 2024847$17.2B
Q3 2024833$16.5B
Q2 2024807$14.6B
Q1 2024782$15.9B
Q4 2023775$16.5B
Q3 2023733$15.2B
Q2 2023737$13.7B
Q1 2023723$14.0B
Q4 2022743$13.5B
Q3 2022692$13.8B
Q2 2022693$13.0B
Q1 2022704$14.8B
Q4 2021695$16.5B
Q3 2021621$13.1B
Q2 2021595$11.1B
Q1 2021577$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.

Institutions holding FDS in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Bell Investment Advisors, Inc6$2.76K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc6$2.76K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.6$2.76K0.00%00.0%Unchanged
American National Bank6$2.76K0.00%−232−97.5%Reduced
Webster Bank, N. A.6$2.76K0.00%00.0%Unchanged
Hexagon Capital Partners LLC6$2.76K0.00%00.0%Unchanged
Aspect Partners, LLC6$2.76K0.00%00.0%Unchanged
Burkett Financial Services, LLC6$2.76K0.00%+6New
Sound Income Strategies, LLC5$2.30K0.00%−59−92.2%Reduced
Chilton Capital Management LLC5$2.30K0.00%00.0%Unchanged
Raffa Wealth Management, LLC5$2.30K0.00%00.0%Unchanged
Financial Gravity Companies, Inc.5$2.30K0.00%+5New
Valley National Advisers Inc6$2.00K0.00%−47−88.7%Reduced
Painted Porch Advisors LLC4$1.87K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.4$1.84K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC4$1.84K0.00%00.0%Unchanged
Granite FO LLC4$1.84K0.00%+4New
Highline Wealth Partners LLC3$1.38K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.1$1.00K0.00%−156−99.4%Reduced
Strengthening Families & Communities, LLC2$9200.00%00.0%Unchanged
PSI Advisors, LLC2$9200.00%00.0%Unchanged
West Paces Advisors Inc.2$9200.00%00.0%Unchanged
Proffitt & Goodson Inc2$9200.00%+2New
TFC Financial Management1$4600.00%00.0%Unchanged
WestEnd Advisors, LLC1$4600.00%00.0%Unchanged
Zions Bancorporation, N.A.1$4600.00%00.0%Unchanged
Claris Advisors, LLC1$4600.00%+1New
Voisard Asset Management Group, Inc.1$4600.00%+1New
Bokf, NA1$4590.00%+1New
Plato Investment Management Ltd1$4590.00%+1New
Y.D. More Investments Ltd21$260.00%+1+5.0%Added
Dogwood Wealth Management LLC0$10.00%0Unchanged
Avion Wealth2$00.00%+2New
Pearl River Capital, LLC0$00.00%−14,774−100.0%Sold out
Cinctive Capital Management LP0$00.00%−13,926−100.0%Sold out
Jacobs Levy Equity Management, Inc0$00.00%−8,361−100.0%Sold out
Susquehanna Portfolio Strategies, LLC0$00.00%−6,311−100.0%Sold out
Centiva Capital, LP0$00.00%−4,731−100.0%Sold out
Pinebridge Investments, L.P.0$00.00%−4,217−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−4,046−100.0%Sold out
Crestline Management, LP0$00.00%−4,005−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−3,727−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−3,001−100.0%Sold out
Aristides Capital LLC0$00.00%−3,000−100.0%Sold out
Canada Pension Plan Investment Board0$00.00%−2,808−100.0%Sold out
Guardian Capital LP0$00.00%−2,363−100.0%Sold out
Entropy Technologies, LP0$00.00%−2,309−100.0%Sold out
Virtu Financial LLC0$00.00%−2,032−100.0%Sold out
Caption Management, LLC0$00.00%−1,900−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−1,780−100.0%Sold out
Paloma Partners Management Co0$00.00%−1,757−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−1,693−100.0%Sold out
Versor Investments LP0$00.00%−1,681−100.0%Sold out
Qsemble Capital Management, LP0$00.00%−1,406−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−1,360−100.0%Sold out
Laurion Capital Management LP0$00.00%−1,356−100.0%Sold out
CTC Alternative Strategies, Ltd.0$00.00%−1,201−100.0%Sold out
TRUE Private Wealth Advisors0$00.00%−983−100.0%Sold out
Sapient Capital LLC0$00.00%−840−100.0%Sold out
Great Diamond Partners, LLC0$00.00%−768−100.0%Sold out
Teacher Retirement System of Texas0$00.00%−741−100.0%Sold out
Simplicity Wealth,LLC0$00.00%−693−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−648−100.0%Sold out
Cary Street Partner Investment Advisory LLC0$00.00%−621−100.0%Sold out
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors0$00.00%−563−100.0%Sold out
Acadian Asset Management LLC0$00.00%−558−100.0%Sold out
Nomura Holdings Inc0$00.00%−549−100.0%Sold out
Atria Wealth Solutions, Inc.0$00.00%−544−100.0%Sold out
Symmetry Partners, LLC0$00.00%−512−100.0%Sold out
Oppenheimer & Co Inc0$00.00%−505−100.0%Sold out
National Asset Management, Inc.0$00.00%−497−100.0%Sold out
Hancock Whitney Corp0$00.00%−495−100.0%Sold out
Creekmur Asset Management LLC0$00.00%−430−100.0%Sold out
Ashton Thomas Private Wealth, LLC0$00.00%−200−100.0%Sold out
Spence Asset Management0$00.00%−2,056−100.0%Sold out
Headlands Technologies LLC0$00.00%−145−100.0%Sold out
Federated Hermes, Inc.0$00.00%−127−100.0%Sold out
Front Row Advisors LLC0$00.00%−106−100.0%Sold out
Cypress Capital, LLC0$00.00%−106−100.0%Sold out
Alta Advisers Ltd0$00.00%−100−100.0%Sold out
Gladius Capital Management LP0$00.00%−81−100.0%Sold out
Tyler-Stone Wealth Management0$00.00%−81−100.0%Sold out
Crewe Advisors LLC0$00.00%−68−100.0%Sold out
Walleye Trading LLC0$00.00%−56−100.0%Sold out
Salem Investment Counselors Inc0$00.00%−32−100.0%Sold out
Chris Bulman Inc0$00.00%−20−100.0%Sold out
Innealta Capital, LLC0$00.00%−19−100.0%Sold out
Meeder Asset Management Inc0$00.00%−17−100.0%Sold out
Rothschild Investment LLC0$00.00%−15−100.0%Sold out
Register Financial Advisors LLC0$00.00%−10−100.0%Sold out
Abound Wealth Management0$00.00%−8−100.0%Sold out
Newbridge Financial Services Group, Inc.0$00.00%−7−100.0%Sold out
Triad Wealth Partners, LLC0$00.00%−4−100.0%Sold out
Sachetta, LLC0$00.00%−1−100.0%Sold out
Opal Wealth Advisors, LLC0$00.00%−1−100.0%Sold out
Clear Street Markets LLC0$00.00%−1−100.0%Sold out
BlackRock Inc.––––Not filed
Susquehanna Fundamental Investments, LLC––––Not filed
La Financiere de L'Echiquier––––Not filed
Institutional & Family Asset Management, LLC––––Not filed