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 |
|---|---|---|---|---|---|
| E. Ohman J:or Asset Management AB | 1,804 | $866.4K | 0.02% | +350+24.1% | Added |
| Point72 (DIFC) Ltd | 1,802 | $865.6K | 0.08% | +1,802 | New |
| New Mexico Educational Retirement Board | 1,800 | $865.0K | 0.03% | −100−5.3% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 1,796 | $862.6K | 0.70% | −22−1.2% | Reduced |
| Farringdon Capital, Ltd. | 1,781 | $855.4K | 0.35% | +1,781 | New |
| Chicago Capital, LLC | 1,771 | $850.6K | 0.02% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 1,750 | $840.5K | 0.06% | +1,750 | New |
| Robertson Stephens Wealth Management, LLC | 1,730 | $830.8K | 0.03% | −12−0.7% | Reduced |
| Virtu Financial LLC | 1,725 | $828.0K | 0.04% | +1,725 | New |
| Gen-Wealth Partners Inc | 1,703 | $818.0K | 0.35% | +335+24.5% | Added |
| Omers Administration Corp | 1,687 | $810.2K | 0.01% | +167+11.0% | Added |
| Cerro Pacific Wealth Advisors LLC | 1,759 | $808.7K | 0.27% | +25+1.4% | Added |
| Davenport & Co LLC | 1,683 | $808.3K | 0.00% | +80+5.0% | Added |
| Norinchukin Bank, The | 1,670 | $802.1K | 0.02% | +122+7.9% | Added |
| Novem Group | 1,668 | $801.0K | 0.12% | +1,668 | New |
| Vinva Investment Management Ltd | 1,657 | $799.8K | 0.03% | +724+77.6% | Added |
| SkyView Investment Advisors, LLC | 1,662 | $798.0K | 0.13% | −112−6.3% | Reduced |
| Jones Financial Companies LLLP | 1,636 | $785.6K | 0.00% | +272+19.9% | Added |
| Mount Yale Investment Advisors, LLC | 1,572 | $755.0K | 0.06% | +22+1.4% | Added |
| Gamco Investors, Inc. Et Al | 1,565 | $751.6K | 0.01% | −90−5.4% | Reduced |
| CIBC Private Wealth Group, LLC | 1,587 | $727.5K | 0.00% | +16+1.0% | Added |
| Anchor Capital Advisors LLC | 1,500 | $720.4K | 0.02% | 00.0% | Unchanged |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 1,500 | $720.4K | 0.03% | +1,500 | New |
| Gibbs Wealth Management | 1,486 | $713.7K | 0.19% | +300+25.3% | Added |
| ING Groep NV | 1,475 | $708.4K | 0.00% | +558+60.9% | Added |
| Central Pacific Bank - Trust Division | 1,463 | $702.6K | 0.09% | −77−5.0% | Reduced |
| Private Advisor Group, LLC | 1,456 | $699.1K | 0.00% | −256−15.0% | Reduced |
| Texas Yale Capital Corp. | 1,455 | $698.8K | 0.03% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 1,453 | $697.8K | 0.02% | −1−0.1% | Reduced |
| Fifth Third Bancorp | 1,447 | $695.0K | 0.00% | −168−10.4% | Reduced |
| J. W. Coons Advisors, LLC | 1,445 | $694.0K | 0.18% | −200−12.2% | Reduced |
| PGGM Investments | 1,444 | $694.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 1,437 | $690.3K | 0.07% | −41−2.8% | Reduced |
| Conestoga Capital Advisors, LLC | 1,437 | $690.2K | 0.01% | 00.0% | Unchanged |
| Promus Capital, LLC | 1,427 | $685.3K | 0.53% | +1,427 | New |
| Cresset Asset Management, LLC | 1,379 | $662.3K | 0.00% | −2,289−62.4% | Reduced |
| CoreCap Advisors, LLC | 1,334 | $640.8K | 0.03% | +159+13.5% | Added |
| Capital Investment Services of America, Inc. | 1,330 | $638.8K | 0.06% | −243−15.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,317 | $633.0K | 0.01% | −1,128−46.1% | Reduced |
| CIBC World Markets Inc. | 1,293 | $621.0K | 0.00% | −75−5.5% | Reduced |
| HM Payson & Co | 1,288 | $618.6K | 0.01% | −1−0.1% | Reduced |
| Dividend Assets Capital, LLC | 1,285 | $617.2K | 0.12% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 1,282 | $615.7K | 0.00% | −41−3.1% | Reduced |
| QRG Capital Management, Inc. | 1,279 | $614.4K | 0.01% | +152+13.5% | Added |
| Baker Tilly Wealth Management, LLC | 1,277 | $613.4K | 0.24% | +79+6.6% | Added |
| Vident Advisory, LLC | 1,276 | $613.0K | 0.01% | +811+174.4% | Added |
| Tudor Investment Corp Et Al | 1,255 | $602.8K | 0.01% | +1,255 | New |
| Nomura Holdings Inc | 1,255 | $602.8K | 0.00% | +1,255 | New |
| Nilsine Partners, LLC | 1,223 | $587.4K | 0.06% | +1+0.1% | Added |
| Impact Capital Partners LLC | 1,215 | $583.5K | 0.21% | +1,215 | New |
| Avantax Advisory Services, Inc. | 1,214 | $583.1K | 0.00% | +24+2.0% | Added |
| Argent Trust Co | 1,214 | $583.1K | 0.02% | −120−9.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 1,209 | $580.7K | 0.00% | −4,374−78.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 1,206 | $579.2K | 0.01% | +1+0.1% | Added |
| Mayflower Financial Advisors, LLC | 1,203 | $577.9K | 0.09% | +1+0.1% | Added |
| Quantum Private Wealth, LLC | 1,202 | $577.3K | 0.18% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 1,177 | $565.3K | 0.12% | −118−9.1% | Reduced |
| Sage Private Wealth Group, LLC | 1,128 | $541.8K | 0.41% | +5+0.4% | Added |
| KFG Wealth Management, LLC | 1,126 | $540.7K | 0.10% | +59+5.5% | Added |
| Summit Financial, LLC | 1,121 | $538.5K | 0.02% | −13−1.1% | Reduced |
| Siemens Fonds Invest GmbH | 1,115 | $538.2K | 0.06% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 1,118 | $537.1K | 0.00% | −73−6.1% | Reduced |
| Allstate Corp | 1,118 | $537.0K | 0.02% | +1,118 | New |
| Provident Investment Management, Inc. | 1,103 | $529.7K | 0.05% | −41−3.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,102 | $529.3K | 0.02% | −107−8.9% | Reduced |
| Birch Hill Investment Advisors LLC | 1,098 | $527.3K | 0.02% | +86+8.5% | Added |
| Miracle Mile Advisors, LLC | 1,096 | $526.4K | 0.01% | +89+8.8% | Added |
| Toroso Investments, LLC | 1,088 | $522.5K | 0.00% | −1,447−57.1% | Reduced |
| LMCG Investments, LLC | 1,066 | $512.0K | 0.03% | −27−2.5% | Reduced |
| SG Americas Securities, LLC | 1,063 | $511.0K | 0.00% | −2,532−70.4% | Reduced |
| Lindenwold Advisors | 1,062 | $510.1K | 0.27% | −43−3.9% | Reduced |
| GAMMA Investing LLC | 1,061 | $509.6K | 0.04% | +293+38.2% | Added |
| Applied Finance Capital Management, LLC | 1,057 | $507.7K | 0.02% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 1,054 | $506.3K | 0.03% | +41+4.0% | Added |
| Tokio Marine Asset Management Co Ltd | 1,050 | $504.3K | 0.02% | 00.0% | Unchanged |
| Ninety One SA (PTY) Ltd | 1,047 | $502.9K | 0.11% | 00.0% | Unchanged |
| Scientech Research LLC | 1,040 | $499.5K | 0.14% | −320−23.5% | Reduced |
| Ashton Thomas Securities, LLC | 1,032 | $495.6K | 0.14% | +21+2.1% | Added |
| Wesbanco Bank Inc | 1,029 | $494.2K | 0.02% | −123−10.7% | Reduced |
| Dock Street Asset Management Inc | 1,021 | $490.4K | 0.06% | −18,656−94.8% | Reduced |
| Sequoia Financial Advisors, LLC | 1,019 | $489.4K | 0.00% | +153+17.7% | Added |
| Verity & Verity, LLC | 1,003 | $481.7K | 0.04% | +156+18.4% | Added |
| Amiral Gestion | 1,000 | $480.3K | 0.30% | +1,000 | New |
| Stock Yards Bank & Trust Co | 991 | $476.0K | 0.02% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 990 | $475.5K | 0.24% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 989 | $475.0K | 0.07% | −87−8.1% | Reduced |
| Hurlow Wealth Management Group, Inc. | 988 | $474.5K | 0.15% | −31−3.0% | Reduced |
| Ballentine Partners, LLC | 988 | $474.5K | 0.01% | +2+0.2% | Added |
| Silver Lake Advisory, LLC | 981 | $471.4K | 0.21% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 1,030 | $471.2K | 0.03% | −303−22.7% | Reduced |
| Apollon Wealth Management, LLC | 978 | $469.7K | 0.01% | +7+0.7% | Added |
| Douglass Winthrop Advisors, LLC | 971 | $466.4K | 0.01% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 971 | $466.3K | 0.03% | −7−0.7% | Reduced |
| Daymark Wealth Partners, LLC | 969 | $465.6K | 0.02% | +27+2.9% | Added |
| Roberts Glore & Co Inc | 947 | $454.8K | 0.13% | −15−1.6% | Reduced |
| National Philanthropic Trust | 940 | $451.5K | 0.01% | −50−5.1% | Reduced |
| West Coast Financial LLC | 934 | $448.7K | 0.05% | −8−0.8% | Reduced |
| Atlas Legacy Advisors, LLC | 918 | $440.9K | 0.11% | +918 | New |
| Empirical Finance, LLC | 917 | $440.4K | 0.03% | +2+0.2% | Added |
| Spire Wealth Management | 912 | $438.0K | 0.01% | −2,949−76.4% | Reduced |