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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.

Q4 2024 vs. Q3 2024

How the institutions holding Factset Research Systems Inc changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of FDS: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders83310847+24
Shares35.9M159.6K35.9M+152.0K (+0.4%)
Value$16.5B$73.4M$17.2B+$834.0M (+5.1%)

10 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (98)

Institutions that held Factset Research Systems Inc at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to FDS in Q4 2024
InstitutionSharesValue% of portfolio
Raymond James Financial Inc143,932$69.1M0.03%
Point72 Asset Management, L.P.138,186$66.4M0.18%
Meridiem Capital Partners LP85,868$41.2M3.88%
Universal- Beteiligungs- und Servicegesellschaft mbH81,793$39.3M0.08%
Aware Super Pty Ltd as trustee of Aware Super66,576$32.0M0.51%
Healthcare of Ontario Pension Plan Trust Fund35,000$16.8M0.04%
Susquehanna Fundamental Investments, LLC23,748$11.4M0.19%
Interval Partners, LP20,362$9.78M0.25%
Police & Firemen's Retirement System of New Jersey13,684$6.57M0.06%
KLP Kapitalforvaltning AS12,600$6.05M0.03%
Arrowstreet Capital, Limited Partnership12,248$5.88M0.00%
Lansforsakringar Fondforvaltning AB (publ)12,189$5.85M0.03%
Parr McKnight Wealth Management Group, LLC10,013$4.81M0.69%
New Age Alpha Advisors, LLC9,212$4.42M0.18%
Stonebridge Financial Group, LLC9,154$4.40M0.48%
Old Mission Capital LLC7,433$3.57M0.08%
Generali Asset Management SPA SGR6,390$3.07M0.08%
Point72 Asia (Singapore) Pte. Ltd.5,532$2.66M0.70%
Sciencast Management LP5,470$2.63M0.72%
Ofi Invest Asset Management4,700$2.18M0.05%
Crestline Management, LP3,705$1.78M0.06%
Moore Capital Management, LP3,624$1.74M0.03%
Wellington Wealth Strategies, LLC.3,244$1.49M1.36%
Avanza Fonder AB3,084$1.48M0.04%
Mirabella Financial Services LLP2,999$1.44M0.13%
Pacific Point Advisors, LLC2,747$1.28M0.78%
Point72 Hong Kong Ltd2,132$1.02M0.06%
Callan Family Office, LLC1,951$937.0K0.06%
Point72 (DIFC) Ltd1,802$865.6K0.08%
Farringdon Capital, Ltd.1,781$855.4K0.35%
Cumberland Partners Ltd1,750$840.5K0.06%
Virtu Financial LLC1,725$828.0K0.04%
Novem Group1,668$801.0K0.12%
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund1,500$720.4K0.03%
Promus Capital, LLC1,427$685.3K0.53%
Tudor Investment Corp Et Al1,255$602.8K0.01%
Nomura Holdings Inc1,255$602.8K0.00%
Impact Capital Partners LLC1,215$583.5K0.21%
Allstate Corp1,118$537.0K0.02%
Amiral Gestion1,000$480.3K0.30%
Atlas Legacy Advisors, LLC918$440.9K0.11%
Board of the Pension Protection Fund900$432.3K0.50%
Everence Capital Management Inc860$413.0K0.03%
Freestone Grove Partners LP804$386.1K0.00%
Jain Global LLC800$384.2K0.01%
Aster Capital Management (DIFC) Ltd776$372.7K0.14%
Versor Investments LP773$371.3K0.06%
Natural Investments, LLC757$363.0K0.10%
Asahi Life Asset Management Co., Ltd.730$350.6K0.21%
Canada Post Corp Registered Pension Plan620$297.8K0.02%
Moment Partners, LLC616$295.9K0.06%
MUFG Securities Americas Inc.561$269.4K0.03%
denkapparat Operations GmbH552$265.1K0.39%
Pensionmark Financial Group, LLC538$258.4K0.01%
HB Wealth Management, LLC524$251.7K0.00%
Forum Financial Management, LP518$249.0K0.00%
Sagespring Wealth Partners, LLC513$246.2K0.01%
Fort Point Capital Partners LLC500$240.1K0.03%
Aptus Capital Advisors, LLC488$234.2K0.00%
Empirical Asset Management, LLC2,768$229.9K0.08%
Oppenheimer & Co Inc447$214.7K0.00%
Fifth Third Wealth Advisors LLC443$212.8K0.01%
Independent Advisor Alliance439$210.9K0.00%
LCNB Corp431$207.0K0.08%
Great Diamond Partners, LLC426$204.6K0.05%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors425$204.1K0.02%
Fullcircle Wealth LLC436$200.3K0.08%
Curio Wealth, LLC391$187.8K0.10%
Harvest Fund Management Co., Ltd363$174.0K0.01%
Cary Street Partner Investment Advisory LLC360$173.1K0.11%
Fedenia Advisers LLC298$143.1K0.08%
SBI Securities Co., Ltd.213$102.3K0.00%
Menard Financial Group LLC190$91.3K0.05%
Winnow Wealth LLC99$47.0K0.05%
WPG Advisers, LLC91$43.7K0.04%
Van Hulzen Asset Management, LLC62$29.8K0.00%
Cary Street Partners Financial LLC60$28.8K0.00%
Crews Bank & Trust51$24.5K0.00%
Whipplewood Advisors, LLC49$23.5K0.01%
Kapitalo Investimentos Ltda43$20.7K0.01%
Bank of Jackson Hole Trust33$15.8K0.01%
Wood Tarver Financial Group, LLC32$15.0K0.01%
S&T Bank27$13.0K0.00%
New Wave Wealth Advisors LLC13$6.33K0.00%
Golden State Wealth Management, LLC11$5.28K0.00%
Millstone Evans Group, LLC10$4.80K0.00%
Newbridge Financial Services Group, Inc.7$3.40K0.00%
Sierra Ocean, LLC5$2.40K0.00%
Synergy Investment Management, LLC5$2.40K0.00%
South State Corp.4$1.92K0.00%
Clark Wealth Partners3$1.44K0.00%
Caitong International Asset Management Co., Ltd2$9610.00%
Global Financial Private Client, LLC2$9610.00%
Principia Wealth Advisory, LLC2$9610.00%
WealthTrak Capital Management LLC1$4810.00%
NewSquare Capital LLC1$4800.00%
Transce3nd, LLC1$4800.00%
Parkworth Wealth Management, Inc.1$4800.00%

Sold out (74)

Institutions that held Factset Research Systems Inc at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of FDS in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Qube Research & Technologies Ltd73,027$33.6M
Rockefeller Capital Management L.P.47,988$22.1M
Trexquant Investment LP27,485$12.6M
Hudson Bay Capital Management LP24,000$11.0M
Bell Asset Management Ltd14,196$6.53M
Two Sigma Advisers, LP12,400$5.70M
Artisan Partners Limited Partnership7,980$3.67M
XTX Topco Ltd6,771$3.11M
Simplex Trading, LLC6,733$3.10M
Quantbot Technologies LP6,633$3.05M
FORA Capital, LLC6,137$2.82M
Azzad Asset Management Inc5,051$2.32M
Edgestream Partners, L.P.4,720$2.17M
Avanda Investment Management Pte. Ltd.4,533$2.08M
Abner Herrman & Brock LLC4,000$1.84M
TrimTabs Asset Management, LLC3,803$1.75M
Teza Capital Management LLC3,299$1.52M
SRN Advisors, LLC2,904$1.34M
nVerses Capital, LLC2,300$1.06M
Fiduciary Trust Co2,170$997.9K
Steel Peak Wealth Management LLC2,118$974.0K
BKM Wealth Management, LLC2,071$952.3K
Axq Capital, LP1,673$769.3K
Cornercap Investment Counsel Inc1,671$768.4K
Dynamic Technology Lab Private Ltd1,559$716.0K
Petrus Trust Company, LTA1,499$689.3K
Wolverine Trading, LLC1,489$682.7K
Fox Run Management, L.L.C.1,439$661.7K
FJ Capital Management LLC1,282$589.5K
Investment Management Corp of Ontario1,214$558.3K
Kentucky Retirement Systems Insurance Trust Fund1,126$517.8K
GTS Securities LLC990$455.3K
Summit Trail Advisors, LLC907$417.1K
Veriti Management LLC905$416.2K
Balyasny Asset Management LLC828$380.8K
EP Wealth Advisors, LLC791$363.8K
Baldwin Brothers Inc782$359.6K
Seven Eight Capital, LP740$340.3K
MBB Public Markets I LLC720$331.1K
Peapack Gladstone Financial Corp660$304.0K
Atlanta Consulting Group Advisors, LLC661$304.0K
Gotham Asset Management, LLC633$291.1K
Oak Thistle LLC631$290.2K
EntryPoint Capital, LLC600$275.9K
DoubleLine ETF Adviser LP575$264.4K
Capula Management Ltd566$260.3K
Pinnacle Associates Ltd507$241.9K
ISAM Funds (UK) Ltd509$234.1K
Dark Forest Capital Management LP483$222.1K
International Assets Investment Management, LLC84,612$184.0K
Reuter James Wealth Management, LLC259$119.1K
Planned Solutions, Inc.220$101.2K
Capital Performance Advisors LLP74$34.0K
Quarry LP74$34.0K
Catalyst Capital Advisors LLC56$25.8K
Thompson Investment Management, Inc.48$22.1K
Arrow Financial Corp41$18.9K
Operose Advisors LLC34$15.6K
Rakuten Securities, Inc.20$9.20K
Householder Group Estate & Retirement Specialist, LLC16$7.00K
Copley Financial Group, Inc.9$4.14K
First Pacific Financial7$3.22K
NBC Securities, Inc.8$3.00K
American National Bank6$2.76K
Chilton Capital Management LLC5$2.30K
Financial Gravity Companies, Inc.5$2.30K
Iron Horse Wealth Management, LLC4$1.84K
Proffitt & Goodson Inc2$920
Strengthening Families & Communities, LLC2$920
Claris Advisors, LLC1$460
Voisard Asset Management Group, Inc.1$460
Plato Investment Management Ltd1$459
Dogwood Wealth Management LLC0$1
Avion Wealth2$0

Not filed for Q4 2024 yet (10)

Institutions that held Factset Research Systems Inc at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding FDS in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Raymond James & Associates116,556$53.6M
Raymond James Financial Services Advisors, Inc.29,761$13.7M
First Personal Financial Services4,993$2.30M
Rakuten Investment Management, Inc.2,156$988.5K
Northwest Investment Counselors, LLC1,652$759.7K
B. Metzler seel. Sohn & Co. Holding AG1,600$735.8K
GYL Financial Synergies, LLC1,249$574.4K
Raymond James Trust N.A.948$435.9K
Diversified, LLC637$293.1K
FinTrust Capital Advisors, LLC16$7.36K