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 |
|---|---|---|---|---|---|
| ExodusPoint Capital Management, LP | 15,111 | $7.26M | 0.08% | +3,095+25.8% | Added |
| Gateway Investment Advisers LLC | 15,361 | $7.38M | 0.08% | −10−0.1% | Reduced |
| American Century Companies Inc | 15,493 | $7.44M | 0.00% | +4,763+44.4% | Added |
| Mariner, LLC | 15,549 | $7.47M | 0.01% | +333+2.2% | Added |
| Atria Investments LLC | 15,642 | $7.51M | 0.09% | −79−0.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 16,074 | $7.72M | 0.05% | −8,723−35.2% | Reduced |
| Storebrand Asset Management AS | 16,211 | $7.79M | 0.02% | +13,020+408.0% | Added |
| Public Employees Retirement System of Ohio | 16,229 | $7.79M | 0.03% | +1,029+6.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,338 | $7.85M | 0.02% | +1,097+7.2% | Added |
| Sanctuary Advisors, LLC | 17,102 | $8.07M | 0.05% | −699−3.9% | Reduced |
| AXA S.A. | 17,334 | $8.33M | 0.03% | −17,301−50.0% | Reduced |
| Capital Fund Management S.A. | 17,522 | $8.42M | 0.08% | +9+0.1% | Added |
| Great West Life Assurance Co | 18,225 | $8.75M | 0.02% | −1,622−8.2% | Reduced |
| Papp L Roy & Associates | 18,853 | $9.05M | 1.06% | −200−1.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 18,814 | $9.09M | 0.04% | +932+5.2% | Added |
| Mattern Capital Management, LLC | 19,473 | $9.35M | 1.22% | +649+3.4% | Added |
| Whittier Trust Co | 19,562 | $9.39M | 0.12% | +718+3.8% | Added |
| Thrivent Financial for Lutherans | 19,791 | $9.51M | 0.02% | −147,506−88.2% | Reduced |
| Prudential Financial Inc | 20,118 | $9.66M | 0.01% | −3,282−14.0% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 20,311 | $9.75M | 0.03% | −528−2.5% | Reduced |
| Interval Partners, LP | 20,362 | $9.78M | 0.25% | +20,362 | New |
| Toronto Dominion Bank | 20,732 | $9.96M | 0.02% | +7,552+57.3% | Added |
| Franklin Resources Inc | 20,768 | $9.97M | 0.00% | +8,454+68.7% | Added |
| JGP Wealth Management, LLC | 20,813 | $10.0M | 1.29% | +265+1.3% | Added |
| Ensign Peak Advisors, Inc | 21,054 | $10.1M | 0.02% | −2,218−9.5% | Reduced |
| Treasurer of the State of North Carolina | 21,089 | $10.1M | 0.04% | −410−1.9% | Reduced |
| Hantz Financial Services, Inc. | 21,092 | $10.1M | 0.18% | −800−3.7% | Reduced |
| Danske Bank A/S | 22,495 | $10.8M | 0.03% | +4,236+23.2% | Added |
| TD Asset Management Inc | 22,758 | $10.9M | 0.01% | +205+0.9% | Added |
| Pictet Asset Management Holding SA | 22,856 | $11.0M | 0.01% | +2,620+12.9% | Added |
| Aviva PLC | 22,922 | $11.0M | 0.03% | −60,910−72.7% | Reduced |
| Truist Financial Corp | 23,105 | $11.1M | 0.02% | −455−1.9% | Reduced |
| Point72 Europe (London) LLP | 23,300 | $11.2M | 0.65% | +6,900+42.1% | Added |
| Susquehanna Fundamental Investments, LLC | 23,748 | $11.4M | 0.19% | +23,748 | New |
| Mediolanum International Funds Ltd | 23,718 | $11.4M | 0.15% | +6,207+35.4% | Added |
| Kennedy Capital Management, Inc. | 24,111 | $11.6M | 0.26% | −603−2.4% | Reduced |
| Manufacturers Life Insurance Company, The | 24,391 | $11.7M | 0.01% | −2,250−8.4% | Reduced |
| Moran Wealth Management, LLC | 24,510 | $11.8M | 0.38% | +662+2.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 24,686 | $11.9M | 0.03% | −1,251−4.8% | Reduced |
| State of Wisconsin Investment Board | 25,130 | $12.1M | 0.03% | −547−2.1% | Reduced |
| Norges Bank | 25,260 | $12.1M | 0.00% | −1,661−6.2% | Reduced |
| TownSquare Capital, LLC | 25,371 | $12.2M | 0.14% | +1,345+5.6% | Added |
| APG Asset Management N.V. | 26,500 | $12.3M | 0.03% | +21,000+381.8% | Added |
| Canoe Financial LP | 25,655 | $12.3M | 0.20% | +1,711+7.1% | Added |
| Voya Investment Management LLC | 26,868 | $12.9M | 0.01% | +7,186+36.5% | Added |
| Victory Capital Management Inc | 26,949 | $12.9M | 0.01% | −3,804−12.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 27,740 | $13.1M | 0.16% | +14,216+105.1% | Added |
| The PNC Financial Services Group, Inc. | 27,695 | $13.3M | 0.01% | −1,130−3.9% | Reduced |
| Congress Wealth Management LLC | 27,764 | $13.3M | 0.18% | −540−1.9% | Reduced |
| Baird Financial Group, Inc. | 27,865 | $13.4M | 0.03% | −1,765−6.0% | Reduced |
| AQR Capital Management LLC | 28,447 | $13.7M | 0.02% | −22,516−44.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 29,863 | $14.3M | 0.04% | −576−1.9% | Reduced |
| Running Oak Capital LLC | 29,910 | $14.4M | 1.88% | +1,353+4.7% | Added |
| Wendell David Associates Inc | 29,977 | $14.4M | 1.42% | −710−2.3% | Reduced |
| National Bank of Canada | 31,219 | $15.0M | 0.02% | +2,976+10.5% | Added |
| Russell Investments Group, Ltd. | 31,272 | $15.0M | 0.02% | −10,110−24.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 31,300 | $15.0M | 0.03% | +17,900+133.6% | Added |
| Bath Savings Trust Co | 31,522 | $15.1M | 1.54% | −235−0.7% | Reduced |
| Marks Group Wealth Management, Inc | 31,565 | $15.2M | 1.49% | −256−0.8% | Reduced |
| New York State Teachers Retirement System | 32,710 | $15.7M | 0.03% | −4,081−11.1% | Reduced |
| State of Michigan Retirement System | 33,635 | $16.2M | 0.08% | 00.0% | Unchanged |
| Man Group plc | 34,480 | $16.6M | 0.05% | +1,487+4.5% | Added |
| State Board of Administration of Florida Retirement System | 34,700 | $16.7M | 0.03% | −2,710−7.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 35,000 | $16.8M | 0.04% | +35,000 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 34,580 | $16.8M | 0.05% | +4,319+14.3% | Added |
| Heron Bay Capital Management | 37,078 | $17.8M | 3.72% | −2,050−5.2% | Reduced |
| Janney Montgomery Scott LLC | 37,160 | $17.8M | 0.05% | +377+1.0% | Added |
| New York State Common Retirement Fund | 37,927 | $18.2M | 0.02% | −4,910−11.5% | Reduced |
| Citigroup Inc | 38,644 | $18.6M | 0.02% | +8,125+26.6% | Added |
| Alliancebernstein L.P. | 40,743 | $19.6M | 0.01% | −5,041−11.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 44,186 | $21.0M | 0.18% | −677−1.5% | Reduced |
| Stifel Financial Corp | 44,746 | $21.5M | 0.02% | +1,837+4.3% | Added |
| Verition Fund Management LLC | 46,662 | $22.4M | 0.11% | +33,844+264.0% | Added |
| Fisher Asset Management, LLC | 47,783 | $22.9M | 0.01% | +22,598+89.7% | Added |
| Saybrook Capital | 48,762 | $23.4M | 6.26% | +457+0.9% | Added |
| Principal Financial Group Inc | 50,166 | $24.1M | 0.01% | +1,375+2.8% | Added |
| Bank of Montreal | 53,049 | $25.5M | 0.01% | +11,177+26.7% | Added |
| Price T Rowe Associates Inc | 55,296 | $26.6M | 0.00% | −91,729−62.4% | Reduced |
| Willis Investment Counsel | 58,210 | $28.0M | 1.83% | +16,310+38.9% | Added |
| National Pension Service | 60,178 | $28.9M | 0.03% | −4,333−6.7% | Reduced |
| California State Teachers Retirement System | 61,364 | $29.5M | 0.03% | +3,283+5.7% | Added |
| Ninety One North America, Inc. | 64,043 | $30.8M | 1.90% | −2,696−4.0% | Reduced |
| Earnest Partners LLC | 65,565 | $31.5M | 0.14% | −7,776−10.6% | Reduced |
| Copeland Capital Management, LLC | 66,054 | $31.7M | 0.59% | −1,233−1.8% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 66,576 | $32.0M | 0.51% | +66,576 | New |
| Millennium Management LLC | 69,609 | $33.4M | 0.03% | +13,549+24.2% | Added |
| SEI Investments Co | 71,515 | $34.3M | 0.04% | +1,752+2.5% | Added |
| Dundas Partners LLP | 74,556 | $35.8M | 2.51% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 74,559 | $35.8M | 0.05% | +58,766+372.1% | Added |
| Standard Life Aberdeen plc | 75,076 | $36.2M | 0.07% | −3,581−4.6% | Reduced |
| LPL Financial LLC | 75,986 | $36.5M | 0.01% | +4,283+6.0% | Added |
| Rhumbline Advisers | 78,946 | $37.9M | 0.03% | −3,017−3.7% | Reduced |
| BNP Paribas Arbitrage, SA | 81,364 | $39.1M | 0.03% | +39,593+94.8% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 81,793 | $39.3M | 0.08% | +81,793 | New |
| FMR LLC | 82,381 | $39.6M | 0.00% | +4,934+6.4% | Added |
| Meridiem Capital Partners LP | 85,868 | $41.2M | 3.88% | +85,868 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 88,485 | $42.5M | 0.03% | +4,403+5.2% | Added |
| HighTower Advisors, LLC | 93,859 | $45.1M | 0.06% | −3,776−3.9% | Reduced |
| Barclays PLC | 98,930 | $47.5M | 0.02% | +7,360+8.0% | Added |
| Natixis Advisors, L.P. | 103,352 | $49.6M | 0.09% | −17,604−14.6% | Reduced |