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 |
|---|---|---|---|---|---|
| Pathstone Holdings, LLC | 8,849 | $4.25M | 0.02% | +731+9.0% | Added |
| Stephens Inc | 8,705 | $4.18M | 0.06% | −153−1.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 8,671 | $4.16M | 0.04% | +1,408+19.4% | Added |
| Brown Advisory Inc | 8,645 | $4.15M | 0.01% | +30.0% | Added |
| Birch Capital Management, LLC | 8,586 | $4.12M | 2.08% | +774+9.9% | Added |
| ProShare Advisors LLC | 8,549 | $4.11M | 0.01% | +795+10.3% | Added |
| Great Lakes Advisors, LLC | 8,522 | $4.09M | 0.04% | +121+1.4% | Added |
| Somerset Trust Co | 8,413 | $4.04M | 1.52% | +186+2.3% | Added |
| First Hawaiian Bank | 8,409 | $4.04M | 0.13% | −162−1.9% | Reduced |
| Van Eck Associates Corp | 8,267 | $3.97M | 0.01% | +311+3.9% | Added |
| Czech National Bank | 8,237 | $3.96M | 0.04% | +488+6.3% | Added |
| Retirement Systems of Alabama | 8,225 | $3.95M | 0.01% | −126−1.5% | Reduced |
| La Banque Postale Asset Management SA | 8,177 | $3.93M | 0.05% | −942−10.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,078 | $3.88M | 0.02% | −203−2.5% | Reduced |
| Thematics Asset Management | 8,032 | $3.86M | 0.17% | −577−6.7% | Reduced |
| Marshall Wace, LLP | 7,969 | $3.83M | 0.00% | +5,518+225.1% | Added |
| Amalgamated Bank | 7,936 | $3.81M | 0.03% | −180−2.2% | Reduced |
| Linden Thomas Advisory Services, LLC | 7,891 | $3.79M | 0.48% | −60−0.8% | Reduced |
| Eukles Asset Management | 7,824 | $3.76M | 1.60% | −99−1.2% | Reduced |
| Intech Investment Management LLC | 7,787 | $3.74M | 0.04% | −4,364−35.9% | Reduced |
| Neuberger Berman Group LLC | 7,567 | $3.63M | 0.00% | +108+1.4% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 7,498 | $3.62M | 0.02% | +97+1.3% | Added |
| Old Mission Capital LLC | 7,433 | $3.57M | 0.08% | +7,433 | New |
| Coastal Bridge Advisors, LLC | 7,414 | $3.56M | 0.90% | −25−0.3% | Reduced |
| British Columbia Investment Management Corp | 7,284 | $3.50M | 0.02% | +936+14.7% | Added |
| Evoke Wealth, LLC | 7,161 | $3.44M | 0.10% | −453−5.9% | Reduced |
| Two Sigma Investments, LP | 7,044 | $3.38M | 0.01% | −12,460−63.9% | Reduced |
| Prospera Financial Services Inc | 7,035 | $3.38M | 0.08% | +65+0.9% | Added |
| IFM Investors Pty Ltd | 6,965 | $3.35M | 0.03% | −768−9.9% | Reduced |
| Illinois Municipal Retirement Fund | 6,881 | $3.30M | 0.05% | −8,319−54.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 6,802 | $3.27M | 0.21% | +166+2.5% | Added |
| Alberta Investment Management Corp | 6,800 | $3.27M | 0.02% | 00.0% | Unchanged |
| Tsai Capital Corp | 6,620 | $3.18M | 2.31% | −108−1.6% | Reduced |
| DnB Asset Management AS | 6,606 | $3.17M | 0.01% | +138+2.1% | Added |
| Assenagon Asset Management S.A. | 6,496 | $3.12M | 0.01% | +4,507+226.6% | Added |
| Kensington Investment Counsel, LLC | 6,440 | $3.09M | 1.29% | +7+0.1% | Added |
| Xponance, Inc. | 6,411 | $3.08M | 0.03% | −4−0.1% | Reduced |
| Generali Asset Management SPA SGR | 6,390 | $3.07M | 0.08% | +6,390 | New |
| Utah Retirement Systems | 6,254 | $3.00M | 0.03% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 6,161 | $2.96M | 0.00% | +280+4.8% | Added |
| KBC Group NV | 6,097 | $2.93M | 0.01% | −851−12.2% | Reduced |
| Bright Rock Capital Management, LLC | 6,000 | $2.88M | 0.61% | 00.0% | Unchanged |
| CIBC World Markets Corp | 5,975 | $2.87M | 0.02% | −1,357−18.5% | Reduced |
| CIBC Asset Management Inc | 5,802 | $2.79M | 0.01% | +237+4.3% | Added |
| Steward Partners Investment Advisory, LLC | 5,760 | $2.77M | 0.02% | −707−10.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 5,706 | $2.74M | 0.09% | +481+9.2% | Added |
| Cetera Investment Advisers | 5,596 | $2.69M | 0.01% | +362+6.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 5,567 | $2.67M | 0.10% | −79−1.4% | Reduced |
| Stiles Financial Services Inc | 5,537 | $2.66M | 0.96% | −279−4.8% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 5,532 | $2.66M | 0.70% | +5,532 | New |
| NewEdge Wealth, LLC | 5,529 | $2.66M | 0.05% | −915−14.2% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 5,508 | $2.65M | 0.08% | −685−11.1% | Reduced |
| Sciencast Management LP | 5,470 | $2.63M | 0.72% | +5,470 | New |
| GWM Advisors LLC | 5,374 | $2.58M | 0.02% | +64+1.2% | Added |
| Oppenheimer Asset Management Inc. | 5,167 | $2.48M | 0.03% | −169−3.2% | Reduced |
| New York Life Investment Management LLC | 5,084 | $2.44M | 0.02% | +33+0.7% | Added |
| Bank of Nova Scotia | 5,073 | $2.44M | 0.00% | +203+4.2% | Added |
| Nissay Asset Management Corp | 4,984 | $2.43M | 0.01% | +113+2.3% | Added |
| Concurrent Investment Advisors, LLC | 5,027 | $2.41M | 0.07% | +720+16.7% | Added |
| Strong Tower Advisory Services | 5,007 | $2.40M | 0.63% | +233+4.9% | Added |
| Captrust Financial Advisors | 4,901 | $2.35M | 0.01% | +40+0.8% | Added |
| Warren Averett Asset Management, LLC | 4,891 | $2.35M | 0.04% | −68−1.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 4,776 | $2.29M | 0.02% | +956+25.0% | Added |
| UniSuper Management Pty Ltd | 4,756 | $2.28M | 0.02% | +436+10.1% | Added |
| Cerity Partners LLC | 4,882 | $2.27M | 0.00% | −242−4.7% | Reduced |
| Sterling Capital Management LLC | 4,699 | $2.26M | 0.03% | +249+5.6% | Added |
| Swiss Life Asset Management Ltd | 4,656 | $2.23M | 0.02% | +2,192+89.0% | Added |
| ICW Investment Advisors LLC | 4,634 | $2.23M | 0.93% | +97+2.1% | Added |
| Yousif Capital Management, LLC | 4,626 | $2.22M | 0.02% | −157−3.3% | Reduced |
| D. E. Shaw & Co., Inc. | 4,590 | $2.20M | 0.00% | −7,469−61.9% | Reduced |
| Candriam Luxembourg S.C.A. | 4,556 | $2.19M | 0.01% | −216−4.5% | Reduced |
| Mutual of America Capital Management LLC | 4,550 | $2.19M | 0.02% | −135−2.9% | Reduced |
| Ofi Invest Asset Management | 4,700 | $2.18M | 0.05% | +4,700 | New |
| Greenleaf Trust | 4,532 | $2.18M | 0.02% | −6−0.1% | Reduced |
| Sepio Capital, LP | 4,518 | $2.17M | 0.17% | −12−0.3% | Reduced |
| Gabelli Funds LLC | 4,500 | $2.16M | 0.02% | +2,250+100.0% | Added |
| Jane Street Group, LLC | 4,497 | $2.16M | 0.00% | −43,446−90.6% | Reduced |
| Cascades Capital Asset Management, LLC | 4,379 | $2.10M | 1.12% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 4,370 | $2.10M | 0.00% | +251+6.1% | Added |
| Harbor Capital Advisors, Inc. | 4,250 | $2.04M | 0.09% | +3+0.1% | Added |
| Janus Henderson Group PLC | 4,242 | $2.04M | 0.00% | −982−18.8% | Reduced |
| Worldquant Millennium Advisors LLC | 4,231 | $2.03M | 0.01% | −29,781−87.6% | Reduced |
| Cordatus Wealth Management LLC | 4,196 | $2.02M | 0.53% | +34+0.8% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,171 | $2.00M | 0.40% | +1,436+52.5% | Added |
| Ameritas Investment Partners, Inc. | 4,153 | $1.99M | 0.06% | −464−10.0% | Reduced |
| CI Private Wealth, LLC | 4,118 | $1.98M | 0.00% | −64−1.5% | Reduced |
| Naples Global Advisors, LLC | 4,115 | $1.98M | 0.18% | +110+2.7% | Added |
| LWM Advisory Services, LLC | 4,000 | $1.92M | 1.34% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 3,957 | $1.90M | 0.01% | −36−0.9% | Reduced |
| Panagora Asset Management Inc | 3,923 | $1.88M | 0.01% | +1,186+43.3% | Added |
| Aurora Investment Managers, LLC. | 3,892 | $1.87M | 1.17% | −113−2.8% | Reduced |
| Venturi Wealth Management, LLC | 3,780 | $1.82M | 0.09% | +663+21.3% | Added |
| Creative Planning | 3,772 | $1.81M | 0.00% | +171+4.7% | Added |
| Public Employees Retirement Association of Colorado | 3,750 | $1.80M | 0.01% | −161−4.1% | Reduced |
| Crestline Management, LP | 3,705 | $1.78M | 0.06% | +3,705 | New |
| Ostrum Asset Management | 3,670 | $1.76M | 0.15% | −7−0.2% | Reduced |
| Allianz Asset Management GmbH | 3,660 | $1.76M | 0.00% | −2,142−36.9% | Reduced |
| Moore Capital Management, LP | 3,624 | $1.74M | 0.03% | +3,624 | New |
| Mizuho Securities USA LLC | 3,600 | $1.73M | 0.03% | +1,133+45.9% | Added |
| Resources Investment Advisors, LLC. | 3,538 | $1.70M | 0.02% | −146−4.0% | Reduced |