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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, 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.

Institutional holdersQ4 2024: 847 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 heldQ4 2024: $17.2B
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, Q4 2024

Shares, value and share of portfolio for each institution holding Factset Research Systems Inc; share changes are against Q3 2024.

Institutions holding FDS in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Y.D. More Investments Ltd46$610.00%+25+119.0%Added
WestEnd Advisors, LLC1$4800.00%00.0%Unchanged
Zions Bancorporation, N.A.1$4800.00%00.0%Unchanged
NewSquare Capital LLC1$4800.00%+1New
Transce3nd, LLC1$4800.00%+1New
Parkworth Wealth Management, Inc.1$4800.00%+1New
TFC Financial Management1$4810.00%00.0%Unchanged
WealthTrak Capital Management LLC1$4810.00%+1New
Bokf, NA2$9060.00%+1+100.0%Added
PSI Advisors, LLC2$9610.00%00.0%Unchanged
West Paces Advisors Inc.2$9610.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd2$9610.00%+2New
Global Financial Private Client, LLC2$9610.00%+2New
Principia Wealth Advisory, LLC2$9610.00%+2New
Transamerica Financial Advisors, Inc.1$1.00K0.00%00.0%Unchanged
Painted Porch Advisors LLC2$1.00K0.00%−2−50.0%Reduced
Highline Wealth Partners LLC3$1.44K0.00%00.0%Unchanged
Clark Wealth Partners3$1.44K0.00%+3New
Jackson, Grant Investment Advisers, Inc.4$1.92K0.00%00.0%Unchanged
Granite FO LLC4$1.92K0.00%00.0%Unchanged
South State Corp.4$1.92K0.00%+4New
Valley National Advisers Inc6$2.00K0.00%00.0%Unchanged
Raffa Wealth Management, LLC5$2.40K0.00%00.0%Unchanged
Sierra Ocean, LLC5$2.40K0.00%+5New
Synergy Investment Management, LLC5$2.40K0.00%+5New
Asset Dedication, LLC6$2.88K0.00%00.0%Unchanged
Bell Investment Advisors, Inc6$2.88K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc6$2.88K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.6$2.88K0.00%00.0%Unchanged
Webster Bank, N. A.6$2.88K0.00%00.0%Unchanged
Burkett Financial Services, LLC6$2.88K0.00%00.0%Unchanged
Hexagon Capital Partners LLC6$2.88K0.00%00.0%Unchanged
Aspect Partners, LLC6$2.88K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC7$3.36K0.00%00.0%Unchanged
City State Bank7$3.36K0.00%00.0%Unchanged
Pineridge Advisors LLC7$3.38K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.7$3.40K0.00%+7New
Pacific Capital Wealth Advisors, Inc8$3.84K0.00%00.0%Unchanged
Montag A & Associates Inc8$3.84K0.00%00.0%Unchanged
Toth Financial Advisory Corp8$3.84K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC8$3.86K0.00%00.0%Unchanged
Raleigh Capital Management Inc.8$3.91K0.00%00.0%Unchanged
Harbour Investments, Inc.9$4.32K0.00%00.0%Unchanged
Northwest Capital Management Inc9$4.32K0.00%00.0%Unchanged
Dunhill Financial, LLC10$4.80K0.00%+2+25.0%Added
Country Trust Bank10$4.80K0.00%00.0%Unchanged
Wolff Wiese Magana LLC10$4.80K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.10$4.80K0.00%00.0%Unchanged
Millstone Evans Group, LLC10$4.80K0.00%+10New
Carolinas Wealth Consulting LLC11$4.88K0.00%−1−8.3%Reduced
Winch Advisory Services, LLC10$4.92K0.00%00.0%Unchanged
Kiely Wealth Advisory Group, Inc.11$5.07K0.00%00.0%Unchanged
Golden State Wealth Management, LLC11$5.28K0.00%+11New
Financial Network Wealth Advisors LLC12$5.76K0.01%−23−65.7%Reduced
Tucker Asset Management LLC13$6.24K0.00%−4−23.5%Reduced
Centennial Bank13$6.24K0.00%00.0%Unchanged
New Wave Wealth Advisors LLC13$6.33K0.00%+13New
Glen Eagle Advisors, LLC14$6.72K0.00%00.0%Unchanged
Sound Income Strategies, LLC14$6.73K0.00%+9+180.0%Added
LRI Investments, LLC14$6.89K0.00%00.0%Unchanged
First PREMIER Bank15$7.00K0.00%00.0%Unchanged
Keener Financial Planning LLC17$8.00K0.00%00.0%Unchanged
True Wealth Design, LLC17$8.16K0.00%00.0%Unchanged
Creative Financial Designs Inc17$8.16K0.00%+3+21.4%Added
Edmond de Rothschild Holding S.A.18$8.64K0.00%−100−84.7%Reduced
Annis Gardner Whiting Capital Advisors, LLC20$9.61K0.00%00.0%Unchanged
Archer Investment Corp21$10.1K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.22$10.6K0.00%00.0%Unchanged
Tortoise Investment Management, LLC22$10.6K0.00%00.0%Unchanged
BFSG, LLC23$11.0K0.00%00.0%Unchanged
Trust Co of Vermont24$11.5K0.00%−10−29.4%Reduced
Darwin Advisors, LLC24$11.6K0.00%00.0%Unchanged
GW&K Investment Management, LLC25$12.0K0.00%00.0%Unchanged
Anchor Investment Management, LLC26$12.5K0.00%00.0%Unchanged
Johnson Financial Group, Inc.27$12.8K0.00%00.0%Unchanged
Stephens Consulting, LLC27$13.0K0.00%00.0%Unchanged
S&T Bank27$13.0K0.00%+27New
GHP Investment Advisors, Inc.28$13.4K0.00%00.0%Unchanged
West Branch Capital LLC28$13.4K0.00%00.0%Unchanged
Piscataqua Savings Bank29$13.9K0.01%00.0%Unchanged
C M Bidwell & Associates Ltd29$13.9K0.01%00.0%Unchanged
Lindbrook Capital, LLC29$13.9K0.00%+9+45.0%Added
Key Financial Inc30$14.4K0.00%00.0%Unchanged
Wood Tarver Financial Group, LLC32$15.0K0.01%+32New
Atlantic Edge Private Wealth Management, LLC32$15.4K0.00%00.0%Unchanged
Old Point Trust & Financial Services N A33$15.8K0.01%00.0%Unchanged
McIlrath & Eck, LLC33$15.8K0.00%00.0%Unchanged
TD Private Client Wealth LLC33$15.8K0.00%+1+3.1%Added
Bank of Jackson Hole Trust33$15.8K0.01%+33New
Geneos Wealth Management Inc.34$16.3K0.00%+1+3.0%Added
WR Wealth Planners, LLC37$17.8K0.01%00.0%Unchanged
Umb Bank N A37$17.8K0.00%+18+94.7%Added
Centerpoint Advisors, LLC37$18.0K0.01%00.0%Unchanged
Colonial Trust Co38$18.3K0.00%00.0%Unchanged
Western Pacific Wealth Management, LP42$20.2K0.02%00.0%Unchanged
Kapitalo Investimentos Ltda43$20.7K0.01%+43New
Hemington Wealth Management44$21.0K0.01%+6+15.8%Added
GoalVest Advisory LLC44$21.1K0.01%00.0%Unchanged
Assetmark, Inc44$21.1K0.00%+21+91.3%Added
MV Capital Management, Inc.44$21.1K0.00%00.0%Unchanged