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 |
|---|---|---|---|---|---|
| Knollwood Investment Advisory, LLC | 2,550 | $1.22M | 0.13% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 2,559 | $1.23M | 0.03% | +82+3.3% | Added |
| Arkadios Wealth Advisors | 2,566 | $1.23M | 0.07% | −30−1.2% | Reduced |
| Schroder Investment Management Group | 2,561 | $1.24M | 0.00% | −316−11.0% | Reduced |
| Marshall Financial Group LLC | 2,580 | $1.24M | 0.30% | −8−0.3% | Reduced |
| Stratos Wealth Partners, LTD. | 2,596 | $1.25M | 0.02% | +62+2.4% | Added |
| Mission Wealth Management, LP | 2,605 | $1.25M | 0.03% | −514−16.5% | Reduced |
| Kentucky Retirement Systems | 2,614 | $1.26M | 0.04% | −36−1.4% | Reduced |
| Lido Advisors, LLC | 2,652 | $1.27M | 0.01% | −319−10.7% | Reduced |
| Pacific Point Advisors, LLC | 2,747 | $1.28M | 0.78% | +2,747 | New |
| Burney Co | 2,718 | $1.31M | 0.05% | +265+10.8% | Added |
| Kingsview Wealth Management, LLC | 2,732 | $1.31M | 0.03% | −66−2.4% | Reduced |
| Metis Global Partners, LLC | 2,788 | $1.34M | 0.04% | −275−9.0% | Reduced |
| Ossiam | 2,816 | $1.35M | 0.02% | −343−10.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 2,829 | $1.36M | 0.01% | 00.0% | Unchanged |
| Spinnaker Trust | 2,922 | $1.40M | 0.09% | 00.0% | Unchanged |
| Ethic Inc. | 2,942 | $1.41M | 0.03% | −142−4.6% | Reduced |
| Tower Research Capital LLC (TRC) | 2,969 | $1.43M | 0.03% | +274+10.2% | Added |
| Gulf International Bank (UK) Ltd | 2,984 | $1.43M | 0.04% | −24−0.8% | Reduced |
| JustInvest LLC | 2,984 | $1.43M | 0.02% | +361+13.8% | Added |
| Tredje AP-fonden | 2,994 | $1.44M | 0.01% | −2,994−50.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 2,998 | $1.44M | 0.04% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 2,999 | $1.44M | 0.13% | +2,999 | New |
| Wolf Group Capital Advisors | 3,600 | $1.44M | 0.71% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 3,031 | $1.46M | 0.30% | +422+16.2% | Added |
| Pacer Advisors, Inc. | 3,031 | $1.46M | 0.00% | +181+6.4% | Added |
| PFG Advisors | 3,036 | $1.46M | 0.09% | −252−7.7% | Reduced |
| Natixis | 3,053 | $1.47M | 0.01% | −2,439−44.4% | Reduced |
| Avanza Fonder AB | 3,084 | $1.48M | 0.04% | +3,084 | New |
| Wellington Wealth Strategies, LLC. | 3,244 | $1.49M | 1.36% | +3,244 | New |
| Achmea Investment Management B.V. | 3,152 | $1.51M | 0.02% | −2,789−46.9% | Reduced |
| Shell Asset Management Co | 3,185 | $1.53M | 0.07% | −93−2.8% | Reduced |
| Kesler, Norman & Wride, LLC | 3,194 | $1.53M | 0.33% | −734−18.7% | Reduced |
| Prudential PLC | 3,237 | $1.55M | 0.01% | −5,921−64.7% | Reduced |
| Oregon Public Employees Retirement Fund | 3,258 | $1.56M | 0.03% | −20−0.6% | Reduced |
| Palumbo Wealth Management LLC | 3,263 | $1.57M | 0.59% | +528+19.3% | Added |
| Logan Capital Management Inc | 3,277 | $1.57M | 0.07% | 00.0% | Unchanged |
| Nicholson Wealth Management Group, LLC | 3,287 | $1.58M | 1.06% | +1,560+90.3% | Added |
| Penobscot Investment Management Company, Inc. | 3,300 | $1.58M | 0.14% | −370−10.1% | Reduced |
| Norden Group LLC | 3,348 | $1.61M | 0.18% | −69−2.0% | Reduced |
| Taylor Frigon Capital Management LLC | 3,367 | $1.62M | 0.82% | −60−1.8% | Reduced |
| Colony Group, LLC | 3,370 | $1.62M | 0.00% | +1,612+91.7% | Added |
| Allspring Global Investments Holdings, LLC | 3,424 | $1.63M | 0.00% | −85−2.4% | Reduced |
| Eads & Heald Wealth Management | 3,427 | $1.65M | 0.81% | −37−1.1% | Reduced |
| Portside Wealth Group, LLC | 3,451 | $1.66M | 0.27% | +105+3.1% | Added |
| Quantinno Capital Management LP | 3,465 | $1.66M | 0.02% | +1,133+48.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 3,493 | $1.68M | 0.01% | +230+7.0% | Added |
| Resources Investment Advisors, LLC. | 3,538 | $1.70M | 0.02% | −146−4.0% | Reduced |
| Mizuho Securities USA LLC | 3,600 | $1.73M | 0.03% | +1,133+45.9% | Added |
| Moore Capital Management, LP | 3,624 | $1.74M | 0.03% | +3,624 | New |
| Allianz Asset Management GmbH | 3,660 | $1.76M | 0.00% | −2,142−36.9% | Reduced |
| Ostrum Asset Management | 3,670 | $1.76M | 0.15% | −7−0.2% | Reduced |
| Crestline Management, LP | 3,705 | $1.78M | 0.06% | +3,705 | New |
| Public Employees Retirement Association of Colorado | 3,750 | $1.80M | 0.01% | −161−4.1% | Reduced |
| Creative Planning | 3,772 | $1.81M | 0.00% | +171+4.7% | Added |
| Venturi Wealth Management, LLC | 3,780 | $1.82M | 0.09% | +663+21.3% | Added |
| Aurora Investment Managers, LLC. | 3,892 | $1.87M | 1.17% | −113−2.8% | Reduced |
| Panagora Asset Management Inc | 3,923 | $1.88M | 0.01% | +1,186+43.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 3,957 | $1.90M | 0.01% | −36−0.9% | Reduced |
| LWM Advisory Services, LLC | 4,000 | $1.92M | 1.34% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 4,115 | $1.98M | 0.18% | +110+2.7% | Added |
| CI Private Wealth, LLC | 4,118 | $1.98M | 0.00% | −64−1.5% | Reduced |
| Ameritas Investment Partners, Inc. | 4,153 | $1.99M | 0.06% | −464−10.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,171 | $2.00M | 0.40% | +1,436+52.5% | Added |
| Cordatus Wealth Management LLC | 4,196 | $2.02M | 0.53% | +34+0.8% | Added |
| Worldquant Millennium Advisors LLC | 4,231 | $2.03M | 0.01% | −29,781−87.6% | Reduced |
| Janus Henderson Group PLC | 4,242 | $2.04M | 0.00% | −982−18.8% | Reduced |
| Harbor Capital Advisors, Inc. | 4,250 | $2.04M | 0.09% | +3+0.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 4,370 | $2.10M | 0.00% | +251+6.1% | Added |
| Cascades Capital Asset Management, LLC | 4,379 | $2.10M | 1.12% | 00.0% | Unchanged |
| Jane Street Group, LLC | 4,497 | $2.16M | 0.00% | −43,446−90.6% | Reduced |
| Gabelli Funds LLC | 4,500 | $2.16M | 0.02% | +2,250+100.0% | Added |
| Sepio Capital, LP | 4,518 | $2.17M | 0.17% | −12−0.3% | Reduced |
| Greenleaf Trust | 4,532 | $2.18M | 0.02% | −6−0.1% | Reduced |
| Ofi Invest Asset Management | 4,700 | $2.18M | 0.05% | +4,700 | New |
| Mutual of America Capital Management LLC | 4,550 | $2.19M | 0.02% | −135−2.9% | Reduced |
| Candriam Luxembourg S.C.A. | 4,556 | $2.19M | 0.01% | −216−4.5% | Reduced |
| D. E. Shaw & Co., Inc. | 4,590 | $2.20M | 0.00% | −7,469−61.9% | Reduced |
| Yousif Capital Management, LLC | 4,626 | $2.22M | 0.02% | −157−3.3% | Reduced |
| ICW Investment Advisors LLC | 4,634 | $2.23M | 0.93% | +97+2.1% | Added |
| Swiss Life Asset Management Ltd | 4,656 | $2.23M | 0.02% | +2,192+89.0% | Added |
| Sterling Capital Management LLC | 4,699 | $2.26M | 0.03% | +249+5.6% | Added |
| Cerity Partners LLC | 4,882 | $2.27M | 0.00% | −242−4.7% | Reduced |
| UniSuper Management Pty Ltd | 4,756 | $2.28M | 0.02% | +436+10.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 4,776 | $2.29M | 0.02% | +956+25.0% | Added |
| Warren Averett Asset Management, LLC | 4,891 | $2.35M | 0.04% | −68−1.4% | Reduced |
| Captrust Financial Advisors | 4,901 | $2.35M | 0.01% | +40+0.8% | Added |
| Strong Tower Advisory Services | 5,007 | $2.40M | 0.63% | +233+4.9% | Added |
| Concurrent Investment Advisors, LLC | 5,027 | $2.41M | 0.07% | +720+16.7% | Added |
| Nissay Asset Management Corp | 4,984 | $2.43M | 0.01% | +113+2.3% | Added |
| Bank of Nova Scotia | 5,073 | $2.44M | 0.00% | +203+4.2% | Added |
| New York Life Investment Management LLC | 5,084 | $2.44M | 0.02% | +33+0.7% | Added |
| Oppenheimer Asset Management Inc. | 5,167 | $2.48M | 0.03% | −169−3.2% | Reduced |
| GWM Advisors LLC | 5,374 | $2.58M | 0.02% | +64+1.2% | Added |
| Sciencast Management LP | 5,470 | $2.63M | 0.72% | +5,470 | New |
| Sanibel Captiva Trust Company, Inc. | 5,508 | $2.65M | 0.08% | −685−11.1% | Reduced |
| NewEdge Wealth, LLC | 5,529 | $2.66M | 0.05% | −915−14.2% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 5,532 | $2.66M | 0.70% | +5,532 | New |
| Stiles Financial Services Inc | 5,537 | $2.66M | 0.96% | −279−4.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 5,567 | $2.67M | 0.10% | −79−1.4% | Reduced |