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 |
|---|---|---|---|---|---|
| Nations Financial Group Inc, | 717 | $344.5K | 0.03% | +119+19.9% | Added |
| Brinker Capital Investments, LLC | 724 | $347.7K | 0.00% | −49−6.3% | Reduced |
| Orion Portfolio Solutions, LLC | 724 | $347.7K | 0.00% | −49−6.3% | Reduced |
| Belpointe Asset Management LLC | 823 | $348.1K | 0.02% | −10−1.2% | Reduced |
| Lafayette Investments, Inc. | 729 | $350.1K | 0.08% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 730 | $350.6K | 0.21% | +730 | New |
| Bleakley Financial Group, LLC | 730 | $350.6K | 0.01% | +17+2.4% | Added |
| Leavell Investment Management, Inc. | 731 | $351.1K | 0.02% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 752 | $351.3K | 0.02% | +29+4.0% | Added |
| Andina Capital Management, LLC | 733 | $352.1K | 0.29% | +18+2.5% | Added |
| Huntington National Bank | 734 | $352.5K | 0.00% | +443+152.2% | Added |
| Kolinsky Wealth Management, LLC | 739 | $354.9K | 0.22% | +23+3.2% | Added |
| Strategy Asset Managers LLC | 746 | $358.2K | 0.07% | +11+1.5% | Added |
| Curated Wealth Partners LLC | 751 | $360.7K | 0.04% | 00.0% | Unchanged |
| Rockland Trust Co | 752 | $361.2K | 0.02% | −6−0.8% | Reduced |
| Natural Investments, LLC | 757 | $363.0K | 0.10% | +757 | New |
| Empowered Funds, LLC | 762 | $366.0K | 0.01% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 770 | $369.8K | 0.00% | −1,076−58.3% | Reduced |
| Crossmark Global Holdings, Inc. | 771 | $371.0K | 0.01% | −1,655−68.2% | Reduced |
| Versor Investments LP | 773 | $371.3K | 0.06% | +773 | New |
| Haverford Trust Co | 774 | $371.7K | 0.00% | −78−9.2% | Reduced |
| Aureus Asset Management, LLC | 775 | $372.2K | 0.02% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 776 | $372.7K | 0.14% | +776 | New |
| Wedbush Securities Inc | 779 | $374.0K | 0.01% | +325+71.6% | Added |
| Mutual Advisors, LLC | 813 | $374.1K | 0.01% | −4−0.5% | Reduced |
| Intrust Bank NA | 793 | $380.9K | 0.04% | +123+18.4% | Added |
| Alps Advisors Inc | 797 | $382.8K | 0.00% | 00.0% | Unchanged |
| Jain Global LLC | 800 | $384.2K | 0.01% | +800 | New |
| Freestone Grove Partners LP | 804 | $386.1K | 0.00% | +804 | New |
| Shepherd Financial Partners LLC | 804 | $386.1K | 0.05% | −73−8.3% | Reduced |
| We Are One Seven, LLC | 820 | $393.8K | 0.02% | +77+10.4% | Added |
| MAI Capital Management | 829 | $398.0K | 0.00% | −57−6.4% | Reduced |
| Legacy Financial Advisors, Inc. | 850 | $408.3K | 0.07% | +4+0.5% | Added |
| Ci Investments Inc. | 853 | $410.0K | 0.00% | +445+109.1% | Added |
| Wallace Advisory Group, LLC | 894 | $411.1K | 0.28% | +36+4.2% | Added |
| Main Street Financial Solutions, LLC | 856 | $411.1K | 0.04% | 00.0% | Unchanged |
| Everence Capital Management Inc | 860 | $413.0K | 0.03% | +860 | New |
| Harbor Investment Advisory, LLC | 863 | $414.5K | 0.04% | −18−2.0% | Reduced |
| Beacon Investment Advisory Services, Inc. | 864 | $415.0K | 0.02% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 870 | $418.1K | 0.05% | +40+4.8% | Added |
| Camden Capital, LLC | 878 | $421.8K | 0.05% | −58−6.2% | Reduced |
| Outlook Wealth Advisors, LLC | 884 | $424.6K | 0.12% | +96+12.2% | Added |
| Apeiron RIA LLC | 886 | $425.5K | 0.12% | +55+6.6% | Added |
| Koshinski Asset Management, Inc. | 891 | $428.0K | 0.04% | +115+14.8% | Added |
| Covenant Partners, LLC | 894 | $429.4K | 0.13% | −74−7.6% | Reduced |
| Board of the Pension Protection Fund | 900 | $432.3K | 0.50% | +900 | New |
| Bryn Mawr Trust Co | 905 | $434.5K | 0.01% | +28+3.2% | Added |
| Spire Wealth Management | 912 | $438.0K | 0.01% | −2,949−76.4% | Reduced |
| Empirical Finance, LLC | 917 | $440.4K | 0.03% | +2+0.2% | Added |
| Atlas Legacy Advisors, LLC | 918 | $440.9K | 0.11% | +918 | New |
| West Coast Financial LLC | 934 | $448.7K | 0.05% | −8−0.8% | Reduced |
| National Philanthropic Trust | 940 | $451.5K | 0.01% | −50−5.1% | Reduced |
| Roberts Glore & Co Inc | 947 | $454.8K | 0.13% | −15−1.6% | Reduced |
| Daymark Wealth Partners, LLC | 969 | $465.6K | 0.02% | +27+2.9% | Added |
| Meeder Advisory Services, Inc. | 971 | $466.3K | 0.03% | −7−0.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 971 | $466.4K | 0.01% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 978 | $469.7K | 0.01% | +7+0.7% | Added |
| HighPoint Advisor Group LLC | 1,030 | $471.2K | 0.03% | −303−22.7% | Reduced |
| Silver Lake Advisory, LLC | 981 | $471.4K | 0.21% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 988 | $474.5K | 0.15% | −31−3.0% | Reduced |
| Ballentine Partners, LLC | 988 | $474.5K | 0.01% | +2+0.2% | Added |
| V-Square Quantitative Management LLC | 989 | $475.0K | 0.07% | −87−8.1% | Reduced |
| Alhambra Investment Partners LLC | 990 | $475.5K | 0.24% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 991 | $476.0K | 0.02% | 00.0% | Unchanged |
| Amiral Gestion | 1,000 | $480.3K | 0.30% | +1,000 | New |
| Verity & Verity, LLC | 1,003 | $481.7K | 0.04% | +156+18.4% | Added |
| Sequoia Financial Advisors, LLC | 1,019 | $489.4K | 0.00% | +153+17.7% | Added |
| Dock Street Asset Management Inc | 1,021 | $490.4K | 0.06% | −18,656−94.8% | Reduced |
| Wesbanco Bank Inc | 1,029 | $494.2K | 0.02% | −123−10.7% | Reduced |
| Ashton Thomas Securities, LLC | 1,032 | $495.6K | 0.14% | +21+2.1% | Added |
| Scientech Research LLC | 1,040 | $499.5K | 0.14% | −320−23.5% | Reduced |
| Ninety One SA (PTY) Ltd | 1,047 | $502.9K | 0.11% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 1,050 | $504.3K | 0.02% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 1,054 | $506.3K | 0.03% | +41+4.0% | Added |
| Applied Finance Capital Management, LLC | 1,057 | $507.7K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,061 | $509.6K | 0.04% | +293+38.2% | Added |
| Lindenwold Advisors | 1,062 | $510.1K | 0.27% | −43−3.9% | Reduced |
| SG Americas Securities, LLC | 1,063 | $511.0K | 0.00% | −2,532−70.4% | Reduced |
| LMCG Investments, LLC | 1,066 | $512.0K | 0.03% | −27−2.5% | Reduced |
| Toroso Investments, LLC | 1,088 | $522.5K | 0.00% | −1,447−57.1% | Reduced |
| Miracle Mile Advisors, LLC | 1,096 | $526.4K | 0.01% | +89+8.8% | Added |
| Birch Hill Investment Advisors LLC | 1,098 | $527.3K | 0.02% | +86+8.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,102 | $529.3K | 0.02% | −107−8.9% | Reduced |
| Provident Investment Management, Inc. | 1,103 | $529.7K | 0.05% | −41−3.6% | Reduced |
| Allstate Corp | 1,118 | $537.0K | 0.02% | +1,118 | New |
| D.A. Davidson & Co. | 1,118 | $537.1K | 0.00% | −73−6.1% | Reduced |
| Siemens Fonds Invest GmbH | 1,115 | $538.2K | 0.06% | 00.0% | Unchanged |
| Summit Financial, LLC | 1,121 | $538.5K | 0.02% | −13−1.1% | Reduced |
| KFG Wealth Management, LLC | 1,126 | $540.7K | 0.10% | +59+5.5% | Added |
| Sage Private Wealth Group, LLC | 1,128 | $541.8K | 0.41% | +5+0.4% | Added |
| Mattern Wealth Management LLC | 1,177 | $565.3K | 0.12% | −118−9.1% | Reduced |
| Quantum Private Wealth, LLC | 1,202 | $577.3K | 0.18% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 1,203 | $577.9K | 0.09% | +1+0.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 1,206 | $579.2K | 0.01% | +1+0.1% | Added |
| Robeco Institutional Asset Management B.V. | 1,209 | $580.7K | 0.00% | −4,374−78.3% | Reduced |
| Argent Trust Co | 1,214 | $583.1K | 0.02% | −120−9.0% | Reduced |
| Avantax Advisory Services, Inc. | 1,214 | $583.1K | 0.00% | +24+2.0% | Added |
| Impact Capital Partners LLC | 1,215 | $583.5K | 0.21% | +1,215 | New |
| Nilsine Partners, LLC | 1,223 | $587.4K | 0.06% | +1+0.1% | Added |
| Tudor Investment Corp Et Al | 1,255 | $602.8K | 0.01% | +1,255 | New |