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, Q4 2024
Institutional positions in Factset Research Systems Inc as of Dec 31, 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
- 847
- +24 vs. Q3 2024
- Shares held
- 35.9M
- +152.0K (+0.4%) vs. Q3 2024
- Total value
- $17.2B
- +$834.0M (+5.1%) vs. Q3 2024
- New holders
- 98
- 271 more added
- Sold out
- 74
- 297 more reduced
10 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Factset Research Systems Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,657,480 | $2.24B | 0.04% | +6840.0% | Added |
| BlackRock, Inc. | 3,486,119 | $1.67B | 0.03% | −15,655−0.4% | Reduced |
| Bamco Inc | 2,355,611 | $1.13B | 2.92% | −122,416−4.9% | Reduced |
| State Street Corp | 1,946,800 | $935.0M | 0.04% | +14,424+0.7% | Added |
| Morgan Stanley | 1,782,346 | $856.0M | 0.06% | −43,906−2.4% | Reduced |
| Loomis Sayles & Co L P | 1,502,324 | $721.5M | 0.91% | −50,979−3.3% | Reduced |
| Wells Fargo & Company | 1,411,855 | $678.1M | 0.16% | −33,904−2.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,238,522 | $594.8M | 1.37% | −20,317−1.6% | Reduced |
| Ninety One UK Ltd | 1,210,882 | $581.6M | 1.56% | −25,787−2.1% | Reduced |
| Geode Capital Management, LLC | 1,096,592 | $527.4M | 0.04% | +94,668+9.4% | Added |
| Bank of America Corp | 541,261 | $260.0M | 0.02% | −58,209−9.7% | Reduced |
| JPMorgan Chase & Co | 501,068 | $240.7M | 0.02% | +7,718+1.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 505,587 | $240.2M | 0.23% | +16,522+3.4% | Added |
| Citadel Advisors LLC | 467,839 | $224.7M | 0.21% | +139,621+42.5% | Added |
| Invesco Ltd. | 456,149 | $219.1M | 0.04% | +66,861+17.2% | Added |
| Northern Trust Corp | 398,180 | $191.2M | 0.03% | +48,444+13.9% | Added |
| Massachusetts Financial Services Co | 389,896 | $187.3M | 0.06% | −21,788−5.3% | Reduced |
| Charles Schwab Investment Management Inc | 382,434 | $183.7M | 0.03% | +9,048+2.4% | Added |
| Amundi | 370,042 | $170.5M | 0.06% | −32,381−8.0% | Reduced |
| Nordea Investment Management AB | 340,494 | $164.7M | 0.17% | +59,173+21.0% | Added |
| Champlain Investment Partners, LLC | 332,207 | $159.6M | 1.01% | −21,495−6.1% | Reduced |
| Boston Trust Walden Corp | 301,614 | $144.9M | 1.02% | +5,285+1.8% | Added |
| UBS Asset Management Americas Inc | 297,822 | $143.0M | 0.03% | +42,808+16.8% | Added |
| StonePine Asset Management Inc. | 293,088 | $140.8M | 1.32% | +19,085+7.0% | Added |
| Legal & General Group Plc | 285,796 | $137.3M | 0.04% | −671−0.2% | Reduced |
| Fiera Capital Corp | 285,443 | $137.1M | 0.43% | −5,808−2.0% | Reduced |
| Bank of New York Mellon Corp | 276,779 | $132.9M | 0.02% | +27,836+11.2% | Added |
| Dimensional Fund Advisors LP | 263,495 | $126.6M | 0.03% | +10,326+4.1% | Added |
| Macquarie Group Ltd | 264,284 | $125.9M | 0.15% | −12,334−4.5% | Reduced |
| Tandem Investment Advisors, Inc. | 244,411 | $117.4M | 4.44% | −2,348−1.0% | Reduced |
| Congress Asset Management Co | 230,798 | $110.8M | 0.75% | −17,495−7.0% | Reduced |
| Goldman Sachs Group Inc | 222,647 | $106.9M | 0.02% | +31,555+16.5% | Added |
| Deutsche Bank AG | 177,379 | $85.2M | 0.03% | +26,897+17.9% | Added |
| American Capital Management Inc | 173,993 | $83.6M | 3.11% | −11,150−6.0% | Reduced |
| California Public Employees Retirement System | 171,187 | $82.2M | 0.05% | −2,423−1.4% | Reduced |
| UBS Group AG | 159,571 | $76.6M | 0.02% | +21,320+15.4% | Added |
| Everett Harris & Co | 149,839 | $72.0M | 0.91% | +1,308+0.9% | Added |
| Voloridge Investment Management, LLC | 144,135 | $69.2M | 0.24% | −41,122−22.2% | Reduced |
| Raymond James Financial Inc | 143,932 | $69.1M | 0.03% | +143,932 | New |
| Point72 Asset Management, L.P. | 138,186 | $66.4M | 0.18% | +138,186 | New |
| Nuveen Asset Management, LLC | 125,490 | $60.3M | 0.02% | −5,020−3.8% | Reduced |
| Ameriprise Financial Inc | 121,867 | $58.5M | 0.02% | −4,354−3.4% | Reduced |
| Envestnet Asset Management Inc | 121,115 | $58.2M | 0.02% | +2,799+2.4% | Added |
| Royal London Asset Management Ltd | 119,376 | $57.3M | 0.14% | −3,394−2.8% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 116,720 | $56.1M | 0.49% | 00.0% | Unchanged |
| Royal Bank of Canada | 113,022 | $54.3M | 0.01% | −15,689−12.2% | Reduced |
| HSBC Holdings PLC | 105,496 | $50.8M | 0.03% | +34,659+48.9% | Added |
| Natixis Advisors, L.P. | 103,352 | $49.6M | 0.09% | −17,604−14.6% | Reduced |
| Barclays PLC | 98,930 | $47.5M | 0.02% | +7,360+8.0% | Added |
| HighTower Advisors, LLC | 93,859 | $45.1M | 0.06% | −3,776−3.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 88,485 | $42.5M | 0.03% | +4,403+5.2% | Added |
| Meridiem Capital Partners LP | 85,868 | $41.2M | 3.88% | +85,868 | New |
| FMR LLC | 82,381 | $39.6M | 0.00% | +4,934+6.4% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 81,793 | $39.3M | 0.08% | +81,793 | New |
| BNP Paribas Arbitrage, SA | 81,364 | $39.1M | 0.03% | +39,593+94.8% | Added |
| Rhumbline Advisers | 78,946 | $37.9M | 0.03% | −3,017−3.7% | Reduced |
| LPL Financial LLC | 75,986 | $36.5M | 0.01% | +4,283+6.0% | Added |
| Standard Life Aberdeen plc | 75,076 | $36.2M | 0.07% | −3,581−4.6% | Reduced |
| Susquehanna International Group, LLP | 74,559 | $35.8M | 0.05% | +58,766+372.1% | Added |
| Dundas Partners LLP | 74,556 | $35.8M | 2.51% | 00.0% | Unchanged |
| SEI Investments Co | 71,515 | $34.3M | 0.04% | +1,752+2.5% | Added |
| Millennium Management LLC | 69,609 | $33.4M | 0.03% | +13,549+24.2% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 66,576 | $32.0M | 0.51% | +66,576 | New |
| Copeland Capital Management, LLC | 66,054 | $31.7M | 0.59% | −1,233−1.8% | Reduced |
| Earnest Partners LLC | 65,565 | $31.5M | 0.14% | −7,776−10.6% | Reduced |
| Ninety One North America, Inc. | 64,043 | $30.8M | 1.90% | −2,696−4.0% | Reduced |
| California State Teachers Retirement System | 61,364 | $29.5M | 0.03% | +3,283+5.7% | Added |
| National Pension Service | 60,178 | $28.9M | 0.03% | −4,333−6.7% | Reduced |
| Willis Investment Counsel | 58,210 | $28.0M | 1.83% | +16,310+38.9% | Added |
| Price T Rowe Associates Inc | 55,296 | $26.6M | 0.00% | −91,729−62.4% | Reduced |
| Bank of Montreal | 53,049 | $25.5M | 0.01% | +11,177+26.7% | Added |
| Principal Financial Group Inc | 50,166 | $24.1M | 0.01% | +1,375+2.8% | Added |
| Saybrook Capital | 48,762 | $23.4M | 6.26% | +457+0.9% | Added |
| Fisher Asset Management, LLC | 47,783 | $22.9M | 0.01% | +22,598+89.7% | Added |
| Verition Fund Management LLC | 46,662 | $22.4M | 0.11% | +33,844+264.0% | Added |
| Stifel Financial Corp | 44,746 | $21.5M | 0.02% | +1,837+4.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 44,186 | $21.0M | 0.18% | −677−1.5% | Reduced |
| Alliancebernstein L.P. | 40,743 | $19.6M | 0.01% | −5,041−11.0% | Reduced |
| Citigroup Inc | 38,644 | $18.6M | 0.02% | +8,125+26.6% | Added |
| New York State Common Retirement Fund | 37,927 | $18.2M | 0.02% | −4,910−11.5% | Reduced |
| Janney Montgomery Scott LLC | 37,160 | $17.8M | 0.05% | +377+1.0% | Added |
| Heron Bay Capital Management | 37,078 | $17.8M | 3.72% | −2,050−5.2% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 34,580 | $16.8M | 0.05% | +4,319+14.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 35,000 | $16.8M | 0.04% | +35,000 | New |
| State Board of Administration of Florida Retirement System | 34,700 | $16.7M | 0.03% | −2,710−7.2% | Reduced |
| Man Group plc | 34,480 | $16.6M | 0.05% | +1,487+4.5% | Added |
| State of Michigan Retirement System | 33,635 | $16.2M | 0.08% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 32,710 | $15.7M | 0.03% | −4,081−11.1% | Reduced |
| Marks Group Wealth Management, Inc | 31,565 | $15.2M | 1.49% | −256−0.8% | Reduced |
| Bath Savings Trust Co | 31,522 | $15.1M | 1.54% | −235−0.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 31,300 | $15.0M | 0.03% | +17,900+133.6% | Added |
| Russell Investments Group, Ltd. | 31,272 | $15.0M | 0.02% | −10,110−24.4% | Reduced |
| National Bank of Canada | 31,219 | $15.0M | 0.02% | +2,976+10.5% | Added |
| Wendell David Associates Inc | 29,977 | $14.4M | 1.42% | −710−2.3% | Reduced |
| Running Oak Capital LLC | 29,910 | $14.4M | 1.88% | +1,353+4.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 29,863 | $14.3M | 0.04% | −576−1.9% | Reduced |
| AQR Capital Management LLC | 28,447 | $13.7M | 0.02% | −22,516−44.2% | Reduced |
| Baird Financial Group, Inc. | 27,865 | $13.4M | 0.03% | −1,765−6.0% | Reduced |
| Congress Wealth Management LLC | 27,764 | $13.3M | 0.18% | −540−1.9% | Reduced |
| The PNC Financial Services Group, Inc. | 27,695 | $13.3M | 0.01% | −1,130−3.9% | Reduced |