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 |
|---|---|---|---|---|---|
| Wiley Bros.-Aintree Capital, LLC | 27,740 | $13.1M | 0.16% | +14,216+105.1% | Added |
| Victory Capital Management Inc | 26,949 | $12.9M | 0.01% | −3,804−12.4% | Reduced |
| Voya Investment Management LLC | 26,868 | $12.9M | 0.01% | +7,186+36.5% | Added |
| Canoe Financial LP | 25,655 | $12.3M | 0.20% | +1,711+7.1% | Added |
| APG Asset Management N.V. | 26,500 | $12.3M | 0.03% | +21,000+381.8% | Added |
| TownSquare Capital, LLC | 25,371 | $12.2M | 0.14% | +1,345+5.6% | Added |
| Norges Bank | 25,260 | $12.1M | 0.00% | −1,661−6.2% | Reduced |
| State of Wisconsin Investment Board | 25,130 | $12.1M | 0.03% | −547−2.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 24,686 | $11.9M | 0.03% | −1,251−4.8% | Reduced |
| Moran Wealth Management, LLC | 24,510 | $11.8M | 0.38% | +662+2.8% | Added |
| Manufacturers Life Insurance Company, The | 24,391 | $11.7M | 0.01% | −2,250−8.4% | Reduced |
| Kennedy Capital Management, Inc. | 24,111 | $11.6M | 0.26% | −603−2.4% | Reduced |
| Mediolanum International Funds Ltd | 23,718 | $11.4M | 0.15% | +6,207+35.4% | Added |
| Susquehanna Fundamental Investments, LLC | 23,748 | $11.4M | 0.19% | +23,748 | New |
| Point72 Europe (London) LLP | 23,300 | $11.2M | 0.65% | +6,900+42.1% | Added |
| Truist Financial Corp | 23,105 | $11.1M | 0.02% | −455−1.9% | Reduced |
| Aviva PLC | 22,922 | $11.0M | 0.03% | −60,910−72.7% | Reduced |
| Pictet Asset Management Holding SA | 22,856 | $11.0M | 0.01% | +2,620+12.9% | Added |
| TD Asset Management Inc | 22,758 | $10.9M | 0.01% | +205+0.9% | Added |
| Danske Bank A/S | 22,495 | $10.8M | 0.03% | +4,236+23.2% | Added |
| Hantz Financial Services, Inc. | 21,092 | $10.1M | 0.18% | −800−3.7% | Reduced |
| Treasurer of the State of North Carolina | 21,089 | $10.1M | 0.04% | −410−1.9% | Reduced |
| Ensign Peak Advisors, Inc | 21,054 | $10.1M | 0.02% | −2,218−9.5% | Reduced |
| JGP Wealth Management, LLC | 20,813 | $10.0M | 1.29% | +265+1.3% | Added |
| Franklin Resources Inc | 20,768 | $9.97M | 0.00% | +8,454+68.7% | Added |
| Toronto Dominion Bank | 20,732 | $9.96M | 0.02% | +7,552+57.3% | Added |
| Interval Partners, LP | 20,362 | $9.78M | 0.25% | +20,362 | New |
| Chevy Chase Trust Holdings, Inc. | 20,311 | $9.75M | 0.03% | −528−2.5% | Reduced |
| Prudential Financial Inc | 20,118 | $9.66M | 0.01% | −3,282−14.0% | Reduced |
| Thrivent Financial for Lutherans | 19,791 | $9.51M | 0.02% | −147,506−88.2% | Reduced |
| Whittier Trust Co | 19,562 | $9.39M | 0.12% | +718+3.8% | Added |
| Mattern Capital Management, LLC | 19,473 | $9.35M | 1.22% | +649+3.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 18,814 | $9.09M | 0.04% | +932+5.2% | Added |
| Papp L Roy & Associates | 18,853 | $9.05M | 1.06% | −200−1.0% | Reduced |
| Great West Life Assurance Co | 18,225 | $8.75M | 0.02% | −1,622−8.2% | Reduced |
| Capital Fund Management S.A. | 17,522 | $8.42M | 0.08% | +9+0.1% | Added |
| AXA S.A. | 17,334 | $8.33M | 0.03% | −17,301−50.0% | Reduced |
| Sanctuary Advisors, LLC | 17,102 | $8.07M | 0.05% | −699−3.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,338 | $7.85M | 0.02% | +1,097+7.2% | Added |
| Public Employees Retirement System of Ohio | 16,229 | $7.79M | 0.03% | +1,029+6.8% | Added |
| Storebrand Asset Management AS | 16,211 | $7.79M | 0.02% | +13,020+408.0% | Added |
| Schonfeld Strategic Advisors LLC | 16,074 | $7.72M | 0.05% | −8,723−35.2% | Reduced |
| Atria Investments LLC | 15,642 | $7.51M | 0.09% | −79−0.5% | Reduced |
| Mariner, LLC | 15,549 | $7.47M | 0.01% | +333+2.2% | Added |
| American Century Companies Inc | 15,493 | $7.44M | 0.00% | +4,763+44.4% | Added |
| Gateway Investment Advisers LLC | 15,361 | $7.38M | 0.08% | −10−0.1% | Reduced |
| ExodusPoint Capital Management, LP | 15,111 | $7.26M | 0.08% | +3,095+25.8% | Added |
| Mn Services Vermogensbeheer B.V. | 14,900 | $7.16M | 0.05% | +300+2.1% | Added |
| AdvisorShares Investments LLC | 14,643 | $7.03M | 1.36% | +2,050+16.3% | Added |
| Asset Management One Co.,Ltd. | 14,241 | $6.93M | 0.02% | +359+2.6% | Added |
| Credit Agricole S A | 14,294 | $6.87M | 0.02% | +8,942+167.1% | Added |
| Korea Investment CORP | 14,226 | $6.83M | 0.02% | +3,700+35.2% | Added |
| Core Alternative Capital | 13,885 | $6.67M | 1.39% | −1,026−6.9% | Reduced |
| Beck Bode, LLC | 13,881 | $6.67M | 1.22% | −631−4.3% | Reduced |
| Erste Asset Management GmbH | 13,722 | $6.66M | 0.08% | +1,230+9.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 13,684 | $6.57M | 0.06% | +13,684 | New |
| Rafferty Asset Management, LLC | 13,410 | $6.44M | 0.02% | +513+4.0% | Added |
| State of New Jersey Common Pension Fund D | 13,331 | $6.40M | 0.03% | −184−1.4% | Reduced |
| State of Alaska, Department of Revenue | 12,760 | $6.13M | 0.07% | −3,413−21.1% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 12,639 | $6.07M | 0.06% | +4,200+49.8% | Added |
| KLP Kapitalforvaltning AS | 12,600 | $6.05M | 0.03% | +12,600 | New |
| US Bancorp | 12,559 | $6.03M | 0.01% | −195−1.5% | Reduced |
| Andra AP-fonden | 12,300 | $5.91M | 0.09% | −3,700−23.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 12,248 | $5.88M | 0.00% | +12,248 | New |
| Nisa Investment Advisors, LLC | 12,203 | $5.86M | 0.02% | −65−0.5% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 12,189 | $5.85M | 0.03% | +12,189 | New |
| Hendershot Investments Inc. | 12,072 | $5.80M | 0.79% | −132−1.1% | Reduced |
| Kempen Capital Management N.V. | 12,013 | $5.77M | 0.06% | −96−0.8% | Reduced |
| Jensen Investment Management Inc | 12,000 | $5.76M | 0.05% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 11,891 | $5.72M | 0.03% | −221−1.8% | Reduced |
| M&T Bank Corp | 11,898 | $5.71M | 0.02% | +373+3.2% | Added |
| Advisor Group Holdings, Inc. | 11,996 | $5.54M | 0.01% | −6,029−33.4% | Reduced |
| Nomura Asset Management Co Ltd | 11,491 | $5.52M | 0.02% | +25+0.2% | Added |
| JLB & Associates Inc | 11,386 | $5.47M | 0.74% | −50.0% | Reduced |
| Kornitzer Capital Management Inc | 11,147 | $5.35M | 0.10% | 00.0% | Unchanged |
| Commerce Bank | 11,102 | $5.33M | 0.03% | −603−5.2% | Reduced |
| Arizona State Retirement System | 11,048 | $5.31M | 0.03% | +149+1.4% | Added |
| Comerica Bank | 11,016 | $5.29M | 0.02% | −395−3.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 10,886 | $5.23M | 0.01% | −481−4.2% | Reduced |
| State of Tennessee, Treasury Department | 10,825 | $5.20M | 0.02% | −441−3.9% | Reduced |
| Regions Financial Corp | 10,731 | $5.15M | 0.04% | −371−3.3% | Reduced |
| MetLife Investment Management | 10,651 | $5.12M | 0.03% | +145+1.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 10,494 | $5.04M | 0.02% | −7,319−41.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 10,381 | $4.99M | 0.12% | +497+5.0% | Added |
| Commonwealth Equity Services, LLC | 10,335 | $4.96M | 0.01% | −3,311−24.3% | Reduced |
| Forsta Ap-Fonden | 10,100 | $4.85M | 0.03% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 10,051 | $4.83M | 0.02% | −600−5.6% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 10,013 | $4.81M | 0.69% | +10,013 | New |
| Public Sector Pension Investment Board | 9,865 | $4.74M | 0.02% | +3,167+47.3% | Added |
| DekaBank Deutsche Girozentrale | 9,755 | $4.70M | 0.01% | 00.0% | Unchanged |
| Capital Insight Partners, LLC | 9,454 | $4.54M | 0.78% | −1,785−15.9% | Reduced |
| Corebridge Financial, Inc. | 9,434 | $4.53M | 0.02% | −287−3.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 9,420 | $4.52M | 0.00% | +1,346+16.7% | Added |
| Kovitz Investment Group Partners, LLC | 9,386 | $4.51M | 0.02% | +175+1.9% | Added |
| Federation des caisses Desjardins du Quebec | 9,376 | $4.50M | 0.02% | −1,402−13.0% | Reduced |
| New Age Alpha Advisors, LLC | 9,212 | $4.42M | 0.18% | +9,212 | New |
| Stonebridge Financial Group, LLC | 9,154 | $4.40M | 0.48% | +9,154 | New |
| Daiwa Securities Group Inc. | 9,128 | $4.38M | 0.02% | +185+2.1% | Added |
| Banco Santander, S.A. | 9,026 | $4.34M | 0.05% | +1,536+20.5% | Added |
| First Trust Advisors LP | 8,917 | $4.28M | 0.00% | +7,124+397.3% | Added |