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 |
|---|---|---|---|---|---|
| Beacon Capital Management, LLC | 44 | $21.2K | 0.00% | +2+4.8% | Added |
| Parkside Financial Bank & Trust | 45 | $21.6K | 0.00% | +11+32.4% | Added |
| Caitlin John, LLC | 48 | $23.1K | 0.02% | +1+2.1% | Added |
| Whipplewood Advisors, LLC | 49 | $23.5K | 0.01% | +49 | New |
| First United Bank Trust | 50 | $24.0K | 0.01% | 00.0% | Unchanged |
| Crews Bank & Trust | 51 | $24.5K | 0.00% | +51 | New |
| TD Waterhouse Canada Inc. | 52 | $25.0K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 53 | $25.5K | 0.01% | +2+3.9% | Added |
| Criterion Capital Advisors, LLC | 63 | $25.7K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 54 | $25.9K | 0.02% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 57 | $27.4K | 0.06% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 60 | $28.8K | 0.00% | +60 | New |
| Smithfield Trust Co | 62 | $29.0K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 60 | $29.3K | 0.02% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 62 | $29.8K | 0.00% | +62 | New |
| Clearstead Advisors, LLC | 62 | $29.9K | 0.00% | −11−15.1% | Reduced |
| Rosenberg Matthew Hamilton | 64 | $30.6K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 65 | $31.0K | 0.01% | 00.0% | Unchanged |
| Motco | 67 | $32.2K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 70 | $33.6K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 71 | $34.1K | 0.01% | −19−21.1% | Reduced |
| Hartford Financial Management Inc. | 75 | $36.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 76 | $36.5K | 0.00% | −152−66.7% | Reduced |
| Quent Capital, LLC | 77 | $36.9K | 0.00% | +1+1.3% | Added |
| Eagle Bay Advisors LLC | 80 | $38.4K | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 80 | $38.4K | 0.00% | −40−33.3% | Reduced |
| Skopos Labs, Inc. | 80 | $38.4K | 0.01% | +4+5.3% | Added |
| Bogart Wealth, LLC | 81 | $38.9K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 90 | $43.2K | 0.00% | +3+3.4% | Added |
| Washington Trust Advisors, Inc. | 91 | $43.7K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 91 | $43.7K | 0.04% | +91 | New |
| Ancora Advisors, LLC | 95 | $45.6K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 100 | $46.0K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 99 | $47.0K | 0.05% | +99 | New |
| First Community Trust NA | 100 | $48.0K | 0.03% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 103 | $49.0K | 0.00% | −3−2.8% | Reduced |
| Compass Wealth Management LLC | 103 | $49.5K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 104 | $50.0K | 0.00% | −3−2.8% | Reduced |
| CVA Family Office, LLC | 107 | $51.4K | 0.01% | +3+2.9% | Added |
| Trust Co | 108 | $51.9K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 113 | $54.3K | 0.00% | −10−8.1% | Reduced |
| Covestor Ltd | 115 | $55.0K | 0.03% | −29−20.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 121 | $58.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 125 | $58.1K | 0.00% | −5−3.8% | Reduced |
| Exchange Traded Concepts, LLC | 127 | $61.0K | 0.00% | −23−15.3% | Reduced |
| Allworth Financial LP | 137 | $63.7K | 0.00% | +22+19.1% | Added |
| Sandy Spring Bank | 136 | $65.3K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 140 | $67.2K | 0.09% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 144 | $69.0K | 0.03% | −23−13.8% | Reduced |
| Quadrant Capital Group LLC | 144 | $69.2K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 150 | $72.0K | 0.02% | 00.0% | Unchanged |
| Hilltop National Bank | 150 | $72.0K | 0.02% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 157 | $75.4K | 0.06% | +1+0.6% | Added |
| Tobam | 159 | $76.0K | 0.02% | −110−40.9% | Reduced |
| Continuum Advisory, LLC | 159 | $76.4K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 152 | $78.8K | 0.00% | −6−3.8% | Reduced |
| Washington Trust Co | 165 | $79.2K | 0.00% | −20−10.8% | Reduced |
| Coastline Trust Co | 170 | $81.6K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 174 | $83.6K | 0.02% | −13−7.0% | Reduced |
| Atticus Wealth Management, LLC | 180 | $86.5K | 0.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 184 | $88.4K | 0.00% | +15+8.9% | Added |
| Swedbank AB | 185 | $88.9K | 0.00% | 00.0% | Unchanged |
| Menard Financial Group LLC | 190 | $91.3K | 0.05% | +190 | New |
| Natixis Investment Managers International | 192 | $92.2K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 202 | $97.0K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 205 | $98.9K | 0.01% | +33+19.2% | Added |
| SBI Securities Co., Ltd. | 213 | $102.3K | 0.00% | +213 | New |
| Addison Advisors LLC | 225 | $108.1K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 242 | $116.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 249 | $119.8K | 0.00% | −2−0.8% | Reduced |
| Mather Group, LLC. | 256 | $122.7K | 0.00% | −7−2.7% | Reduced |
| Compagnie Lombard Odier SCmA | 260 | $124.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 262 | $125.8K | 0.01% | −36−12.1% | Reduced |
| MCF Advisors LLC | 264 | $126.8K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 274 | $130.0K | 0.00% | +93+51.4% | Added |
| Parallel Advisors, LLC | 272 | $131.1K | 0.00% | +8+3.0% | Added |
| Global Retirement Partners, LLC | 279 | $134.0K | 0.00% | +19+7.3% | Added |
| Private Trust Co NA | 291 | $139.8K | 0.01% | +22+8.2% | Added |
| Fedenia Advisers LLC | 298 | $143.1K | 0.08% | +298 | New |
| Signaturefd, LLC | 298 | $143.2K | 0.00% | −3−1.0% | Reduced |
| Bessemer Group Inc | 306 | $146.0K | 0.00% | −231−43.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 337 | $161.9K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 357 | $171.5K | 0.02% | 00.0% | Unchanged |
| Principal Securities, Inc. | 357 | $171.5K | 0.00% | +19+5.6% | Added |
| Cary Street Partner Investment Advisory LLC | 360 | $173.1K | 0.11% | +360 | New |
| Harvest Fund Management Co., Ltd | 363 | $174.0K | 0.01% | +363 | New |
| JFS Wealth Advisors, LLC | 369 | $177.2K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 370 | $177.7K | 0.02% | −79−17.6% | Reduced |
| Icon Wealth Advisors, LLC | 381 | $183.0K | 0.02% | 00.0% | Unchanged |
| Curio Wealth, LLC | 391 | $187.8K | 0.10% | +391 | New |
| PrairieView Partners, LLC | 400 | $192.0K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 411 | $197.4K | 0.01% | 00.0% | Unchanged |
| Fullcircle Wealth LLC | 436 | $200.3K | 0.08% | +436 | New |
| Diversify Wealth Management, LLC | 450 | $203.9K | 0.02% | −25−5.3% | Reduced |
| Stevens Capital Management LP | 425 | $204.0K | 0.08% | −239−36.0% | Reduced |
| Estabrook Capital Management | 425 | $204.1K | 0.03% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 425 | $204.1K | 0.02% | +425 | New |
| Claro Advisors LLC | 425 | $204.4K | 0.03% | −14−3.2% | Reduced |
| Great Diamond Partners, LLC | 426 | $204.6K | 0.05% | +426 | New |
| LCNB Corp | 431 | $207.0K | 0.08% | +431 | New |