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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 5,596 | $2.69M | 0.01% | +362+6.9% | Added |
| Vestmark Advisory Solutions, Inc. | 5,706 | $2.74M | 0.09% | +481+9.2% | Added |
| Steward Partners Investment Advisory, LLC | 5,760 | $2.77M | 0.02% | −707−10.9% | Reduced |
| CIBC Asset Management Inc | 5,802 | $2.79M | 0.01% | +237+4.3% | Added |
| CIBC World Markets Corp | 5,975 | $2.87M | 0.02% | −1,357−18.5% | Reduced |
| Bright Rock Capital Management, LLC | 6,000 | $2.88M | 0.61% | 00.0% | Unchanged |
| KBC Group NV | 6,097 | $2.93M | 0.01% | −851−12.2% | Reduced |
| Mackenzie Financial Corp | 6,161 | $2.96M | 0.00% | +280+4.8% | Added |
| Utah Retirement Systems | 6,254 | $3.00M | 0.03% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 6,390 | $3.07M | 0.08% | +6,390 | New |
| Xponance, Inc. | 6,411 | $3.08M | 0.03% | −4−0.1% | Reduced |
| Kensington Investment Counsel, LLC | 6,440 | $3.09M | 1.29% | +7+0.1% | Added |
| Assenagon Asset Management S.A. | 6,496 | $3.12M | 0.01% | +4,507+226.6% | Added |
| DnB Asset Management AS | 6,606 | $3.17M | 0.01% | +138+2.1% | Added |
| Tsai Capital Corp | 6,620 | $3.18M | 2.31% | −108−1.6% | Reduced |
| Alberta Investment Management Corp | 6,800 | $3.27M | 0.02% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 6,802 | $3.27M | 0.21% | +166+2.5% | Added |
| Illinois Municipal Retirement Fund | 6,881 | $3.30M | 0.05% | −8,319−54.7% | Reduced |
| IFM Investors Pty Ltd | 6,965 | $3.35M | 0.03% | −768−9.9% | Reduced |
| Prospera Financial Services Inc | 7,035 | $3.38M | 0.08% | +65+0.9% | Added |
| Two Sigma Investments, LP | 7,044 | $3.38M | 0.01% | −12,460−63.9% | Reduced |
| Evoke Wealth, LLC | 7,161 | $3.44M | 0.10% | −453−5.9% | Reduced |
| British Columbia Investment Management Corp | 7,284 | $3.50M | 0.02% | +936+14.7% | Added |
| Coastal Bridge Advisors, LLC | 7,414 | $3.56M | 0.90% | −25−0.3% | Reduced |
| Old Mission Capital LLC | 7,433 | $3.57M | 0.08% | +7,433 | New |
| Skandinaviska Enskilda Banken AB (publ) | 7,498 | $3.62M | 0.02% | +97+1.3% | Added |
| Neuberger Berman Group LLC | 7,567 | $3.63M | 0.00% | +108+1.4% | Added |
| Intech Investment Management LLC | 7,787 | $3.74M | 0.04% | −4,364−35.9% | Reduced |
| Eukles Asset Management | 7,824 | $3.76M | 1.60% | −99−1.2% | Reduced |
| Linden Thomas Advisory Services, LLC | 7,891 | $3.79M | 0.48% | −60−0.8% | Reduced |
| Amalgamated Bank | 7,936 | $3.81M | 0.03% | −180−2.2% | Reduced |
| Marshall Wace, LLP | 7,969 | $3.83M | 0.00% | +5,518+225.1% | Added |
| Thematics Asset Management | 8,032 | $3.86M | 0.17% | −577−6.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,078 | $3.88M | 0.02% | −203−2.5% | Reduced |
| La Banque Postale Asset Management SA | 8,177 | $3.93M | 0.05% | −942−10.3% | Reduced |
| Retirement Systems of Alabama | 8,225 | $3.95M | 0.01% | −126−1.5% | Reduced |
| Czech National Bank | 8,237 | $3.96M | 0.04% | +488+6.3% | Added |
| Van Eck Associates Corp | 8,267 | $3.97M | 0.01% | +311+3.9% | Added |
| First Hawaiian Bank | 8,409 | $4.04M | 0.13% | −162−1.9% | Reduced |
| Somerset Trust Co | 8,413 | $4.04M | 1.52% | +186+2.3% | Added |
| Great Lakes Advisors, LLC | 8,522 | $4.09M | 0.04% | +121+1.4% | Added |
| ProShare Advisors LLC | 8,549 | $4.11M | 0.01% | +795+10.3% | Added |
| Birch Capital Management, LLC | 8,586 | $4.12M | 2.08% | +774+9.9% | Added |
| Brown Advisory Inc | 8,645 | $4.15M | 0.01% | +30.0% | Added |
| O'Shaughnessy Asset Management, LLC | 8,671 | $4.16M | 0.04% | +1,408+19.4% | Added |
| Stephens Inc | 8,705 | $4.18M | 0.06% | −153−1.7% | Reduced |
| Pathstone Holdings, LLC | 8,849 | $4.25M | 0.02% | +731+9.0% | Added |
| First Trust Advisors LP | 8,917 | $4.28M | 0.00% | +7,124+397.3% | Added |
| Banco Santander, S.A. | 9,026 | $4.34M | 0.05% | +1,536+20.5% | Added |
| Daiwa Securities Group Inc. | 9,128 | $4.38M | 0.02% | +185+2.1% | Added |
| Stonebridge Financial Group, LLC | 9,154 | $4.40M | 0.48% | +9,154 | New |
| New Age Alpha Advisors, LLC | 9,212 | $4.42M | 0.18% | +9,212 | New |
| Federation des caisses Desjardins du Quebec | 9,376 | $4.50M | 0.02% | −1,402−13.0% | Reduced |
| Kovitz Investment Group Partners, LLC | 9,386 | $4.51M | 0.02% | +175+1.9% | Added |
| Northwestern Mutual Wealth Management Co | 9,420 | $4.52M | 0.00% | +1,346+16.7% | Added |
| Corebridge Financial, Inc. | 9,434 | $4.53M | 0.02% | −287−3.0% | Reduced |
| Capital Insight Partners, LLC | 9,454 | $4.54M | 0.78% | −1,785−15.9% | Reduced |
| DekaBank Deutsche Girozentrale | 9,755 | $4.70M | 0.01% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 9,865 | $4.74M | 0.02% | +3,167+47.3% | Added |
| Parr McKnight Wealth Management Group, LLC | 10,013 | $4.81M | 0.69% | +10,013 | New |
| Handelsbanken Fonder AB | 10,051 | $4.83M | 0.02% | −600−5.6% | Reduced |
| Forsta Ap-Fonden | 10,100 | $4.85M | 0.03% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 10,335 | $4.96M | 0.01% | −3,311−24.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 10,381 | $4.99M | 0.12% | +497+5.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 10,494 | $5.04M | 0.02% | −7,319−41.1% | Reduced |
| MetLife Investment Management | 10,651 | $5.12M | 0.03% | +145+1.4% | Added |
| Regions Financial Corp | 10,731 | $5.15M | 0.04% | −371−3.3% | Reduced |
| State of Tennessee, Treasury Department | 10,825 | $5.20M | 0.02% | −441−3.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 10,886 | $5.23M | 0.01% | −481−4.2% | Reduced |
| Comerica Bank | 11,016 | $5.29M | 0.02% | −395−3.5% | Reduced |
| Arizona State Retirement System | 11,048 | $5.31M | 0.03% | +149+1.4% | Added |
| Commerce Bank | 11,102 | $5.33M | 0.03% | −603−5.2% | Reduced |
| Kornitzer Capital Management Inc | 11,147 | $5.35M | 0.10% | 00.0% | Unchanged |
| JLB & Associates Inc | 11,386 | $5.47M | 0.74% | −50.0% | Reduced |
| Nomura Asset Management Co Ltd | 11,491 | $5.52M | 0.02% | +25+0.2% | Added |
| Advisor Group Holdings, Inc. | 11,996 | $5.54M | 0.01% | −6,029−33.4% | Reduced |
| M&T Bank Corp | 11,898 | $5.71M | 0.02% | +373+3.2% | Added |
| Resona Asset Management Co.,Ltd. | 11,891 | $5.72M | 0.03% | −221−1.8% | Reduced |
| Jensen Investment Management Inc | 12,000 | $5.76M | 0.05% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 12,013 | $5.77M | 0.06% | −96−0.8% | Reduced |
| Hendershot Investments Inc. | 12,072 | $5.80M | 0.79% | −132−1.1% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 12,189 | $5.85M | 0.03% | +12,189 | New |
| Nisa Investment Advisors, LLC | 12,203 | $5.86M | 0.02% | −65−0.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 12,248 | $5.88M | 0.00% | +12,248 | New |
| Andra AP-fonden | 12,300 | $5.91M | 0.09% | −3,700−23.1% | Reduced |
| US Bancorp | 12,559 | $6.03M | 0.01% | −195−1.5% | Reduced |
| KLP Kapitalforvaltning AS | 12,600 | $6.05M | 0.03% | +12,600 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 12,639 | $6.07M | 0.06% | +4,200+49.8% | Added |
| State of Alaska, Department of Revenue | 12,760 | $6.13M | 0.07% | −3,413−21.1% | Reduced |
| State of New Jersey Common Pension Fund D | 13,331 | $6.40M | 0.03% | −184−1.4% | Reduced |
| Rafferty Asset Management, LLC | 13,410 | $6.44M | 0.02% | +513+4.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 13,684 | $6.57M | 0.06% | +13,684 | New |
| Erste Asset Management GmbH | 13,722 | $6.66M | 0.08% | +1,230+9.8% | Added |
| Beck Bode, LLC | 13,881 | $6.67M | 1.22% | −631−4.3% | Reduced |
| Core Alternative Capital | 13,885 | $6.67M | 1.39% | −1,026−6.9% | Reduced |
| Korea Investment CORP | 14,226 | $6.83M | 0.02% | +3,700+35.2% | Added |
| Credit Agricole S A | 14,294 | $6.87M | 0.02% | +8,942+167.1% | Added |
| Asset Management One Co.,Ltd. | 14,241 | $6.93M | 0.02% | +359+2.6% | Added |
| AdvisorShares Investments LLC | 14,643 | $7.03M | 1.36% | +2,050+16.3% | Added |
| Mn Services Vermogensbeheer B.V. | 14,900 | $7.16M | 0.05% | +300+2.1% | Added |