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 |
|---|---|---|---|---|---|
| Envestnet Portfolio Solutions, Inc. | 3,493 | $1.68M | 0.01% | +230+7.0% | Added |
| Quantinno Capital Management LP | 3,465 | $1.66M | 0.02% | +1,133+48.6% | Added |
| Portside Wealth Group, LLC | 3,451 | $1.66M | 0.27% | +105+3.1% | Added |
| Eads & Heald Wealth Management | 3,427 | $1.65M | 0.81% | −37−1.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,424 | $1.63M | 0.00% | −85−2.4% | Reduced |
| Colony Group, LLC | 3,370 | $1.62M | 0.00% | +1,612+91.7% | Added |
| Taylor Frigon Capital Management LLC | 3,367 | $1.62M | 0.82% | −60−1.8% | Reduced |
| Norden Group LLC | 3,348 | $1.61M | 0.18% | −69−2.0% | Reduced |
| Penobscot Investment Management Company, Inc. | 3,300 | $1.58M | 0.14% | −370−10.1% | Reduced |
| Nicholson Wealth Management Group, LLC | 3,287 | $1.58M | 1.06% | +1,560+90.3% | Added |
| Logan Capital Management Inc | 3,277 | $1.57M | 0.07% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 3,263 | $1.57M | 0.59% | +528+19.3% | Added |
| Oregon Public Employees Retirement Fund | 3,258 | $1.56M | 0.03% | −20−0.6% | Reduced |
| Prudential PLC | 3,237 | $1.55M | 0.01% | −5,921−64.7% | Reduced |
| Kesler, Norman & Wride, LLC | 3,194 | $1.53M | 0.33% | −734−18.7% | Reduced |
| Shell Asset Management Co | 3,185 | $1.53M | 0.07% | −93−2.8% | Reduced |
| Achmea Investment Management B.V. | 3,152 | $1.51M | 0.02% | −2,789−46.9% | Reduced |
| Wellington Wealth Strategies, LLC. | 3,244 | $1.49M | 1.36% | +3,244 | New |
| Avanza Fonder AB | 3,084 | $1.48M | 0.04% | +3,084 | New |
| Natixis | 3,053 | $1.47M | 0.01% | −2,439−44.4% | Reduced |
| PFG Advisors | 3,036 | $1.46M | 0.09% | −252−7.7% | Reduced |
| Pacer Advisors, Inc. | 3,031 | $1.46M | 0.00% | +181+6.4% | Added |
| Integrated Investment Consultants, LLC | 3,031 | $1.46M | 0.30% | +422+16.2% | Added |
| Wolf Group Capital Advisors | 3,600 | $1.44M | 0.71% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 2,999 | $1.44M | 0.13% | +2,999 | New |
| Dai-Ichi Life Insurance Company, Ltd | 2,998 | $1.44M | 0.04% | 00.0% | Unchanged |
| Tredje AP-fonden | 2,994 | $1.44M | 0.01% | −2,994−50.0% | Reduced |
| JustInvest LLC | 2,984 | $1.43M | 0.02% | +361+13.8% | Added |
| Gulf International Bank (UK) Ltd | 2,984 | $1.43M | 0.04% | −24−0.8% | Reduced |
| Tower Research Capital LLC (TRC) | 2,969 | $1.43M | 0.03% | +274+10.2% | Added |
| Ethic Inc. | 2,942 | $1.41M | 0.03% | −142−4.6% | Reduced |
| Spinnaker Trust | 2,922 | $1.40M | 0.09% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 2,829 | $1.36M | 0.01% | 00.0% | Unchanged |
| Ossiam | 2,816 | $1.35M | 0.02% | −343−10.9% | Reduced |
| Metis Global Partners, LLC | 2,788 | $1.34M | 0.04% | −275−9.0% | Reduced |
| Kingsview Wealth Management, LLC | 2,732 | $1.31M | 0.03% | −66−2.4% | Reduced |
| Burney Co | 2,718 | $1.31M | 0.05% | +265+10.8% | Added |
| Pacific Point Advisors, LLC | 2,747 | $1.28M | 0.78% | +2,747 | New |
| Lido Advisors, LLC | 2,652 | $1.27M | 0.01% | −319−10.7% | Reduced |
| Kentucky Retirement Systems | 2,614 | $1.26M | 0.04% | −36−1.4% | Reduced |
| Mission Wealth Management, LP | 2,605 | $1.25M | 0.03% | −514−16.5% | Reduced |
| Stratos Wealth Partners, LTD. | 2,596 | $1.25M | 0.02% | +62+2.4% | Added |
| Marshall Financial Group LLC | 2,580 | $1.24M | 0.30% | −8−0.3% | Reduced |
| Schroder Investment Management Group | 2,561 | $1.24M | 0.00% | −316−11.0% | Reduced |
| Arkadios Wealth Advisors | 2,566 | $1.23M | 0.07% | −30−1.2% | Reduced |
| Axxcess Wealth Management, LLC | 2,559 | $1.23M | 0.03% | +82+3.3% | Added |
| Knollwood Investment Advisory, LLC | 2,550 | $1.22M | 0.13% | 00.0% | Unchanged |
| Dakota Wealth Management | 2,498 | $1.20M | 0.03% | +326+15.0% | Added |
| Legacy Advisors, LLC | 2,491 | $1.20M | 0.12% | +49+2.0% | Added |
| Prime Capital Investment Advisors, LLC | 2,462 | $1.18M | 0.02% | −227−8.4% | Reduced |
| Squarepoint Ops LLC | 2,460 | $1.18M | 0.00% | −96,955−97.5% | Reduced |
| Bullock Wealth Management Group | 2,448 | $1.18M | 0.69% | −89−3.5% | Reduced |
| Advisory Services Network, LLC | 2,426 | $1.17M | 0.02% | −187−7.2% | Reduced |
| Radnor Capital Management, LLC | 2,410 | $1.16M | 0.19% | −200−7.7% | Reduced |
| Numerai GP LLC | 2,400 | $1.15M | 0.32% | −2,084−46.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,388 | $1.15M | 0.01% | −518−17.8% | Reduced |
| Connable Office Inc | 2,390 | $1.15M | 0.12% | 00.0% | Unchanged |
| Blair William & Co | 2,358 | $1.13M | 0.00% | +46+2.0% | Added |
| Profit Investment Management, LLC | 2,349 | $1.13M | 0.91% | 00.0% | Unchanged |
| McDonald Partners LLC | 2,347 | $1.13M | 0.29% | +4+0.2% | Added |
| Hartford Investment Management Co | 2,343 | $1.13M | 0.04% | −46−1.9% | Reduced |
| MML Investors Services, LLC | 2,302 | $1.10M | 0.00% | +125+5.7% | Added |
| Woodline Partners LP | 2,282 | $1.10M | 0.01% | +1,768+344.0% | Added |
| J. Safra Sarasin Holding AG | 2,275 | $1.09M | 0.02% | −287−11.2% | Reduced |
| Palisade Asset Management, LLC | 2,245 | $1.08M | 0.11% | −80−3.4% | Reduced |
| Henshaw Capital LLC | 2,235 | $1.07M | 0.04% | +5+0.2% | Added |
| Bridgefront Capital, LLC | 2,204 | $1.06M | 0.36% | +1,218+123.5% | Added |
| Trail Ridge Investment Advisors, LLC | 2,200 | $1.06M | 0.50% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 2,172 | $1.04M | 0.33% | −95−4.2% | Reduced |
| Institute for Wealth Management, LLC. | 2,147 | $1.03M | 0.13% | −29−1.3% | Reduced |
| Point72 Hong Kong Ltd | 2,132 | $1.02M | 0.06% | +2,132 | New |
| Manchester Capital Management LLC | 2,108 | $1.01M | 0.12% | +112+5.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 2,106 | $1.01M | 0.01% | +506+31.6% | Added |
| Maryland State Retirement & Pension System | 2,105 | $1.01M | 0.02% | −68−3.1% | Reduced |
| Mercer Global Advisors Inc | 2,102 | $1.01M | 0.00% | −408−16.3% | Reduced |
| Securian Asset Management, Inc | 2,088 | $1.00M | 0.03% | −100−4.6% | Reduced |
| First Financial Bank - Trust Division | 2,051 | $985.1K | 0.09% | −115−5.3% | Reduced |
| Kinneret Advisory, LLC | 2,021 | $970.6K | 0.09% | −94−4.4% | Reduced |
| Kestra Private Wealth Services, LLC | 2,017 | $968.7K | 0.02% | +48+2.4% | Added |
| Engineers Gate Manager LP | 2,008 | $964.4K | 0.02% | +550+37.7% | Added |
| Louisiana State Employees Retirement System | 2,000 | $960.6K | 0.02% | −100−4.8% | Reduced |
| Integrated Wealth Concepts LLC | 1,993 | $957.1K | 0.01% | −2−0.1% | Reduced |
| Wealthfront Advisers LLC | 1,984 | $952.9K | 0.00% | +166+9.1% | Added |
| Park Avenue Securities LLC | 1,972 | $947.0K | 0.01% | +383+24.1% | Added |
| Diversified Trust Co | 1,964 | $943.3K | 0.02% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,962 | $942.8K | 0.01% | +433+28.3% | Added |
| Mitchell & Pahl Private Wealth, LLC | 1,960 | $941.4K | 0.44% | +99+5.3% | Added |
| Argent Capital Management LLC | 1,955 | $938.9K | 0.03% | −245−11.1% | Reduced |
| Callan Family Office, LLC | 1,951 | $937.0K | 0.06% | +1,951 | New |
| Valmark Advisers, Inc. | 1,941 | $932.2K | 0.01% | +20+1.0% | Added |
| Alliance Wealth Advisors, LLC | 1,924 | $924.1K | 0.24% | +228+13.4% | Added |
| Keybank National Association | 1,913 | $918.8K | 0.00% | −58−2.9% | Reduced |
| Coldstream Capital Management Inc | 1,906 | $915.5K | 0.02% | +26+1.4% | Added |
| HRT Financial LP | 1,892 | $908.0K | 0.00% | −6,052−76.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 1,887 | $906.3K | 0.07% | +202+12.0% | Added |
| Formidable Asset Management, LLC | 1,882 | $904.1K | 0.15% | −136−6.7% | Reduced |
| Kestra Advisory Services, LLC | 1,841 | $884.2K | 0.00% | −198−9.7% | Reduced |
| CWM, LLC | 1,826 | $877.0K | 0.00% | −249−12.0% | Reduced |
| Glenmede Trust Co NA | 1,812 | $870.3K | 0.00% | −10−0.5% | Reduced |
| Prana Capital Management, LP | 1,811 | $869.8K | 0.04% | −9,066−83.4% | Reduced |