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 |
|---|---|---|---|---|---|
| Nomura Holdings Inc | 1,255 | $602.8K | 0.00% | +1,255 | New |
| Vident Advisory, LLC | 1,276 | $613.0K | 0.01% | +811+174.4% | Added |
| Baker Tilly Wealth Management, LLC | 1,277 | $613.4K | 0.24% | +79+6.6% | Added |
| QRG Capital Management, Inc. | 1,279 | $614.4K | 0.01% | +152+13.5% | Added |
| Vontobel Holding Ltd. | 1,282 | $615.7K | 0.00% | −41−3.1% | Reduced |
| Dividend Assets Capital, LLC | 1,285 | $617.2K | 0.12% | 00.0% | Unchanged |
| HM Payson & Co | 1,288 | $618.6K | 0.01% | −1−0.1% | Reduced |
| CIBC World Markets Inc. | 1,293 | $621.0K | 0.00% | −75−5.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,317 | $633.0K | 0.01% | −1,128−46.1% | Reduced |
| Capital Investment Services of America, Inc. | 1,330 | $638.8K | 0.06% | −243−15.4% | Reduced |
| CoreCap Advisors, LLC | 1,334 | $640.8K | 0.03% | +159+13.5% | Added |
| Cresset Asset Management, LLC | 1,379 | $662.3K | 0.00% | −2,289−62.4% | Reduced |
| Promus Capital, LLC | 1,427 | $685.3K | 0.53% | +1,427 | New |
| Conestoga Capital Advisors, LLC | 1,437 | $690.2K | 0.01% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 1,437 | $690.3K | 0.07% | −41−2.8% | Reduced |
| PGGM Investments | 1,444 | $694.0K | 0.01% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 1,445 | $694.0K | 0.18% | −200−12.2% | Reduced |
| Fifth Third Bancorp | 1,447 | $695.0K | 0.00% | −168−10.4% | Reduced |
| Snowden Capital Advisors LLC | 1,453 | $697.8K | 0.02% | −1−0.1% | Reduced |
| Texas Yale Capital Corp. | 1,455 | $698.8K | 0.03% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 1,456 | $699.1K | 0.00% | −256−15.0% | Reduced |
| Central Pacific Bank - Trust Division | 1,463 | $702.6K | 0.09% | −77−5.0% | Reduced |
| ING Groep NV | 1,475 | $708.4K | 0.00% | +558+60.9% | Added |
| Gibbs Wealth Management | 1,486 | $713.7K | 0.19% | +300+25.3% | Added |
| Anchor Capital Advisors LLC | 1,500 | $720.4K | 0.02% | 00.0% | Unchanged |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 1,500 | $720.4K | 0.03% | +1,500 | New |
| CIBC Private Wealth Group, LLC | 1,587 | $727.5K | 0.00% | +16+1.0% | Added |
| Gamco Investors, Inc. Et Al | 1,565 | $751.6K | 0.01% | −90−5.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,572 | $755.0K | 0.06% | +22+1.4% | Added |
| Jones Financial Companies LLLP | 1,636 | $785.6K | 0.00% | +272+19.9% | Added |
| SkyView Investment Advisors, LLC | 1,662 | $798.0K | 0.13% | −112−6.3% | Reduced |
| Vinva Investment Management Ltd | 1,657 | $799.8K | 0.03% | +724+77.6% | Added |
| Novem Group | 1,668 | $801.0K | 0.12% | +1,668 | New |
| Norinchukin Bank, The | 1,670 | $802.1K | 0.02% | +122+7.9% | Added |
| Davenport & Co LLC | 1,683 | $808.3K | 0.00% | +80+5.0% | Added |
| Cerro Pacific Wealth Advisors LLC | 1,759 | $808.7K | 0.27% | +25+1.4% | Added |
| Omers Administration Corp | 1,687 | $810.2K | 0.01% | +167+11.0% | Added |
| Gen-Wealth Partners Inc | 1,703 | $818.0K | 0.35% | +335+24.5% | Added |
| Virtu Financial LLC | 1,725 | $828.0K | 0.04% | +1,725 | New |
| Robertson Stephens Wealth Management, LLC | 1,730 | $830.8K | 0.03% | −12−0.7% | Reduced |
| Cumberland Partners Ltd | 1,750 | $840.5K | 0.06% | +1,750 | New |
| Chicago Capital, LLC | 1,771 | $850.6K | 0.02% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 1,781 | $855.4K | 0.35% | +1,781 | New |
| Klein Pavlis & Peasley Financial, Inc. | 1,796 | $862.6K | 0.70% | −22−1.2% | Reduced |
| New Mexico Educational Retirement Board | 1,800 | $865.0K | 0.03% | −100−5.3% | Reduced |
| Point72 (DIFC) Ltd | 1,802 | $865.6K | 0.08% | +1,802 | New |
| E. Ohman J:or Asset Management AB | 1,804 | $866.4K | 0.02% | +350+24.1% | Added |
| Prana Capital Management, LP | 1,811 | $869.8K | 0.04% | −9,066−83.4% | Reduced |
| Glenmede Trust Co NA | 1,812 | $870.3K | 0.00% | −10−0.5% | Reduced |
| CWM, LLC | 1,826 | $877.0K | 0.00% | −249−12.0% | Reduced |
| Kestra Advisory Services, LLC | 1,841 | $884.2K | 0.00% | −198−9.7% | Reduced |
| Formidable Asset Management, LLC | 1,882 | $904.1K | 0.15% | −136−6.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 1,887 | $906.3K | 0.07% | +202+12.0% | Added |
| HRT Financial LP | 1,892 | $908.0K | 0.00% | −6,052−76.2% | Reduced |
| Coldstream Capital Management Inc | 1,906 | $915.5K | 0.02% | +26+1.4% | Added |
| Keybank National Association | 1,913 | $918.8K | 0.00% | −58−2.9% | Reduced |
| Alliance Wealth Advisors, LLC | 1,924 | $924.1K | 0.24% | +228+13.4% | Added |
| Valmark Advisers, Inc. | 1,941 | $932.2K | 0.01% | +20+1.0% | Added |
| Callan Family Office, LLC | 1,951 | $937.0K | 0.06% | +1,951 | New |
| Argent Capital Management LLC | 1,955 | $938.9K | 0.03% | −245−11.1% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 1,960 | $941.4K | 0.44% | +99+5.3% | Added |
| Benjamin Edwards Inc | 1,962 | $942.8K | 0.01% | +433+28.3% | Added |
| Diversified Trust Co | 1,964 | $943.3K | 0.02% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 1,972 | $947.0K | 0.01% | +383+24.1% | Added |
| Wealthfront Advisers LLC | 1,984 | $952.9K | 0.00% | +166+9.1% | Added |
| Integrated Wealth Concepts LLC | 1,993 | $957.1K | 0.01% | −2−0.1% | Reduced |
| Louisiana State Employees Retirement System | 2,000 | $960.6K | 0.02% | −100−4.8% | Reduced |
| Engineers Gate Manager LP | 2,008 | $964.4K | 0.02% | +550+37.7% | Added |
| Kestra Private Wealth Services, LLC | 2,017 | $968.7K | 0.02% | +48+2.4% | Added |
| Kinneret Advisory, LLC | 2,021 | $970.6K | 0.09% | −94−4.4% | Reduced |
| First Financial Bank - Trust Division | 2,051 | $985.1K | 0.09% | −115−5.3% | Reduced |
| Securian Asset Management, Inc | 2,088 | $1.00M | 0.03% | −100−4.6% | Reduced |
| Mercer Global Advisors Inc | 2,102 | $1.01M | 0.00% | −408−16.3% | Reduced |
| Maryland State Retirement & Pension System | 2,105 | $1.01M | 0.02% | −68−3.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 2,106 | $1.01M | 0.01% | +506+31.6% | Added |
| Manchester Capital Management LLC | 2,108 | $1.01M | 0.12% | +112+5.6% | Added |
| Point72 Hong Kong Ltd | 2,132 | $1.02M | 0.06% | +2,132 | New |
| Institute for Wealth Management, LLC. | 2,147 | $1.03M | 0.13% | −29−1.3% | Reduced |
| D.B. Root & Company, LLC | 2,172 | $1.04M | 0.33% | −95−4.2% | Reduced |
| Trail Ridge Investment Advisors, LLC | 2,200 | $1.06M | 0.50% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 2,204 | $1.06M | 0.36% | +1,218+123.5% | Added |
| Henshaw Capital LLC | 2,235 | $1.07M | 0.04% | +5+0.2% | Added |
| Palisade Asset Management, LLC | 2,245 | $1.08M | 0.11% | −80−3.4% | Reduced |
| J. Safra Sarasin Holding AG | 2,275 | $1.09M | 0.02% | −287−11.2% | Reduced |
| Woodline Partners LP | 2,282 | $1.10M | 0.01% | +1,768+344.0% | Added |
| MML Investors Services, LLC | 2,302 | $1.10M | 0.00% | +125+5.7% | Added |
| Hartford Investment Management Co | 2,343 | $1.13M | 0.04% | −46−1.9% | Reduced |
| McDonald Partners LLC | 2,347 | $1.13M | 0.29% | +4+0.2% | Added |
| Profit Investment Management, LLC | 2,349 | $1.13M | 0.91% | 00.0% | Unchanged |
| Blair William & Co | 2,358 | $1.13M | 0.00% | +46+2.0% | Added |
| Connable Office Inc | 2,390 | $1.15M | 0.12% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,388 | $1.15M | 0.01% | −518−17.8% | Reduced |
| Numerai GP LLC | 2,400 | $1.15M | 0.32% | −2,084−46.5% | Reduced |
| Radnor Capital Management, LLC | 2,410 | $1.16M | 0.19% | −200−7.7% | Reduced |
| Advisory Services Network, LLC | 2,426 | $1.17M | 0.02% | −187−7.2% | Reduced |
| Bullock Wealth Management Group | 2,448 | $1.18M | 0.69% | −89−3.5% | Reduced |
| Squarepoint Ops LLC | 2,460 | $1.18M | 0.00% | −96,955−97.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 2,462 | $1.18M | 0.02% | −227−8.4% | Reduced |
| Legacy Advisors, LLC | 2,491 | $1.20M | 0.12% | +49+2.0% | Added |
| Dakota Wealth Management | 2,498 | $1.20M | 0.03% | +326+15.0% | Added |