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 |
|---|---|---|---|---|---|
| Walleye Capital LLC | 438 | $210.4K | 0.00% | −9,060−95.4% | Reduced |
| Trust Asset Management LLC | 439 | $210.8K | 0.02% | 00.0% | Unchanged |
| Invesco, LLC | 439 | $210.8K | 0.08% | 00.0% | Unchanged |
| Independent Advisor Alliance | 439 | $210.9K | 0.00% | +439 | New |
| Cassaday & Co Wealth Management LLC | 442 | $212.3K | 0.01% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 443 | $212.8K | 0.01% | +443 | New |
| Crestmont Private Wealth LLC | 445 | $213.7K | 0.10% | +1+0.2% | Added |
| Oppenheimer & Co Inc | 447 | $214.7K | 0.00% | +447 | New |
| Delta Asset Management LLC | 450 | $216.1K | 0.02% | 00.0% | Unchanged |
| Tower Bridge Advisors | 450 | $216.1K | 0.02% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 452 | $217.1K | 0.01% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 455 | $218.4K | 0.05% | −10−2.2% | Reduced |
| Smith Shellnut Wilson LLC | 456 | $219.0K | 0.10% | +14+3.2% | Added |
| Canandaigua National Bank & Trust Co | 457 | $219.5K | 0.02% | −33−6.7% | Reduced |
| Intrua Financial, LLC | 458 | $219.9K | 0.04% | −52−10.2% | Reduced |
| Buckingham Capital Management, Inc. | 465 | $223.3K | 0.03% | −5−1.1% | Reduced |
| Geller Advisors LLC | 468 | $224.8K | 0.01% | +25+5.6% | Added |
| WMS Partners, LLC | 476 | $228.6K | 0.01% | +14+3.0% | Added |
| Empirical Asset Management, LLC | 2,768 | $229.9K | 0.08% | +2,768 | New |
| Perissos Private Wealth Management, LLC | 479 | $230.1K | 0.17% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 486 | $233.4K | 0.01% | +13+2.7% | Added |
| Great Valley Advisor Group, Inc. | 486 | $233.6K | 0.01% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 488 | $234.2K | 0.00% | +488 | New |
| Claret Asset Management Corp | 492 | $236.0K | 0.04% | +4+0.8% | Added |
| Tilia Fiduciary Partners, Inc. | 494 | $237.3K | 0.16% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 498 | $239.2K | 0.03% | −56−10.1% | Reduced |
| Fort Point Capital Partners LLC | 500 | $240.1K | 0.03% | +500 | New |
| Middleton & Co Inc | 500 | $240.1K | 0.03% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 500 | $240.1K | 0.03% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 500 | $240.1K | 0.04% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 500 | $240.2K | 0.01% | −1−0.2% | Reduced |
| Jump Financial, LLC | 509 | $244.5K | 0.01% | −14,060−96.5% | Reduced |
| Journey Strategic Wealth LLC | 510 | $244.9K | 0.01% | +9+1.8% | Added |
| Sagespring Wealth Partners, LLC | 513 | $246.2K | 0.01% | +513 | New |
| Ieq Capital, LLC | 513 | $246.5K | 0.00% | −1,752−77.4% | Reduced |
| Forum Financial Management, LP | 518 | $249.0K | 0.00% | +518 | New |
| Horizon Investments, LLC | 519 | $249.3K | 0.01% | +3+0.6% | Added |
| Phillips Wealth Planners LLC | 554 | $251.0K | 0.25% | +1+0.2% | Added |
| HB Wealth Management, LLC | 524 | $251.7K | 0.00% | +524 | New |
| Tocqueville Asset Management L.P. | 525 | $252.1K | 0.00% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 526 | $252.6K | 0.01% | −4−0.8% | Reduced |
| Tiaa Trust, National Association | 528 | $253.6K | 0.00% | +71+15.5% | Added |
| M3 Advisory Group, LLC | 534 | $256.4K | 0.18% | +2+0.4% | Added |
| Baron Wealth Management LLC | 536 | $257.4K | 0.12% | +15+2.9% | Added |
| Pensionmark Financial Group, LLC | 538 | $258.4K | 0.01% | +538 | New |
| Everpar Advisors LLC | 544 | $261.3K | 0.13% | +6+1.1% | Added |
| Bouchey Financial Group Ltd | 544 | $261.3K | 0.02% | +13+2.4% | Added |
| Blue Barn Wealth, LLC | 548 | $263.2K | 0.14% | +9+1.7% | Added |
| PFG Investments, LLC | 551 | $264.4K | 0.02% | 00.0% | Unchanged |
| denkapparat Operations GmbH | 552 | $265.1K | 0.39% | +552 | New |
| Wellington Management Group LLP | 554 | $266.1K | 0.00% | −21−3.7% | Reduced |
| Moneta Group Investment Advisors LLC | 557 | $267.5K | 0.00% | +72+14.8% | Added |
| Profund Advisors LLC | 559 | $268.5K | 0.01% | −45−7.5% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 559 | $268.5K | 0.13% | −31−5.3% | Reduced |
| Motley Fool Asset Management LLC | 559 | $268.5K | 0.01% | +38+7.3% | Added |
| MUFG Securities Americas Inc. | 561 | $269.4K | 0.03% | +561 | New |
| Savant Capital, LLC | 562 | $270.0K | 0.00% | +46+8.9% | Added |
| AdvisorNet Financial, Inc | 569 | $273.3K | 0.02% | −9−1.6% | Reduced |
| MONECO Advisors, LLC | 570 | $273.9K | 0.03% | +113+24.7% | Added |
| Glenview Trust Co | 573 | $275.2K | 0.01% | +55+10.6% | Added |
| Hall Laurie J Trustee | 575 | $276.0K | 0.09% | 00.0% | Unchanged |
| Martin Investment Management, LLC | 575 | $276.2K | 0.08% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 601 | $276.4K | 0.01% | −126−17.3% | Reduced |
| AMG National Trust Bank | 575 | $277.5K | 0.01% | 00.0% | Unchanged |
| Security Financial Services, INC. | 597 | $286.7K | 0.06% | +31+5.5% | Added |
| Angeles Wealth Management, LLC | 602 | $289.1K | 0.02% | −39−6.1% | Reduced |
| Dumont & Blake Investment Advisors LLC | 606 | $290.9K | 0.08% | −24−3.8% | Reduced |
| Checchi Capital Advisers, LLC | 608 | $292.0K | 0.02% | +7+1.2% | Added |
| Seeds Investor LLC | 610 | $293.1K | 0.08% | −2−0.3% | Reduced |
| Versant Capital Management, Inc | 612 | $293.9K | 0.06% | 00.0% | Unchanged |
| Larson Financial Group LLC | 616 | $295.8K | 0.02% | −1−0.2% | Reduced |
| Moment Partners, LLC | 616 | $295.9K | 0.06% | +616 | New |
| Bradley Foster & Sargent Inc | 618 | $296.8K | 0.00% | 00.0% | Unchanged |
| Canada Post Corp Registered Pension Plan | 620 | $297.8K | 0.02% | +620 | New |
| Bennett Selby Investments LP | 622 | $298.9K | 0.12% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 625 | $300.2K | 0.25% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 626 | $300.7K | 0.00% | −194−23.7% | Reduced |
| CAPROCK Group, Inc. | 632 | $303.5K | 0.01% | +74+13.3% | Added |
| Diversified Enterprises, LLC | 637 | $306.1K | 0.03% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 638 | $306.4K | 0.08% | −30−4.5% | Reduced |
| Stokes Capital Advisors, LLC | 639 | $306.9K | 0.08% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 639 | $306.9K | 0.01% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 640 | $307.4K | 0.28% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 664 | $318.9K | 0.01% | −138−17.2% | Reduced |
| Synovus Financial Corp | 668 | $320.8K | 0.00% | −668−50.0% | Reduced |
| RSM US Wealth Management LLC | 665 | $321.0K | 0.00% | +71+12.0% | Added |
| Rowland & Co Investment Counsel | 670 | $321.8K | 0.07% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 672 | $322.7K | 0.00% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 676 | $324.7K | 0.02% | −5−0.7% | Reduced |
| HBK Sorce Advisory LLC | 682 | $327.6K | 0.01% | −4−0.6% | Reduced |
| Eqis Capital Management, Inc. | 683 | $327.8K | 0.03% | −23−3.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 686 | $329.5K | 0.00% | 00.0% | Unchanged |
| Brady Family Wealth, LLC | 692 | $332.4K | 0.10% | −1−0.1% | Reduced |
| Leonteq Securities AG | 694 | $333.3K | 0.03% | +58+9.1% | Added |
| Parsons Capital Management Inc | 700 | $336.2K | 0.02% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 700 | $336.3K | 0.02% | +2+0.3% | Added |
| Apella Capital, LLC | 701 | $336.7K | 0.01% | +1+0.1% | Added |
| Vestcor Inc | 701 | $337.0K | 0.01% | −1−0.1% | Reduced |
| Perpetual Ltd | 702 | $337.2K | 0.00% | −53−7.0% | Reduced |
| Precision Wealth Strategies, LLC | 707 | $339.6K | 0.26% | +4+0.6% | Added |