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 |
|---|---|---|---|---|---|
| Bryn Mawr Trust Co | 905 | $434.5K | 0.01% | +28+3.2% | Added |
| Board of the Pension Protection Fund | 900 | $432.3K | 0.50% | +900 | New |
| Covenant Partners, LLC | 894 | $429.4K | 0.13% | −74−7.6% | Reduced |
| Koshinski Asset Management, Inc. | 891 | $428.0K | 0.04% | +115+14.8% | Added |
| Apeiron RIA LLC | 886 | $425.5K | 0.12% | +55+6.6% | Added |
| Outlook Wealth Advisors, LLC | 884 | $424.6K | 0.12% | +96+12.2% | Added |
| Camden Capital, LLC | 878 | $421.8K | 0.05% | −58−6.2% | Reduced |
| Signal Advisors Wealth, LLC | 870 | $418.1K | 0.05% | +40+4.8% | Added |
| Beacon Investment Advisory Services, Inc. | 864 | $415.0K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 863 | $414.5K | 0.04% | −18−2.0% | Reduced |
| Everence Capital Management Inc | 860 | $413.0K | 0.03% | +860 | New |
| Main Street Financial Solutions, LLC | 856 | $411.1K | 0.04% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 894 | $411.1K | 0.28% | +36+4.2% | Added |
| Ci Investments Inc. | 853 | $410.0K | 0.00% | +445+109.1% | Added |
| Legacy Financial Advisors, Inc. | 850 | $408.3K | 0.07% | +4+0.5% | Added |
| MAI Capital Management | 829 | $398.0K | 0.00% | −57−6.4% | Reduced |
| We Are One Seven, LLC | 820 | $393.8K | 0.02% | +77+10.4% | Added |
| Shepherd Financial Partners LLC | 804 | $386.1K | 0.05% | −73−8.3% | Reduced |
| Freestone Grove Partners LP | 804 | $386.1K | 0.00% | +804 | New |
| Jain Global LLC | 800 | $384.2K | 0.01% | +800 | New |
| Alps Advisors Inc | 797 | $382.8K | 0.00% | 00.0% | Unchanged |
| Intrust Bank NA | 793 | $380.9K | 0.04% | +123+18.4% | Added |
| Mutual Advisors, LLC | 813 | $374.1K | 0.01% | −4−0.5% | Reduced |
| Wedbush Securities Inc | 779 | $374.0K | 0.01% | +325+71.6% | Added |
| Aster Capital Management (DIFC) Ltd | 776 | $372.7K | 0.14% | +776 | New |
| Aureus Asset Management, LLC | 775 | $372.2K | 0.02% | 00.0% | Unchanged |
| Haverford Trust Co | 774 | $371.7K | 0.00% | −78−9.2% | Reduced |
| Versor Investments LP | 773 | $371.3K | 0.06% | +773 | New |
| Crossmark Global Holdings, Inc. | 771 | $371.0K | 0.01% | −1,655−68.2% | Reduced |
| Capstone Investment Advisors, LLC | 770 | $369.8K | 0.00% | −1,076−58.3% | Reduced |
| Empowered Funds, LLC | 762 | $366.0K | 0.01% | 00.0% | Unchanged |
| Natural Investments, LLC | 757 | $363.0K | 0.10% | +757 | New |
| Rockland Trust Co | 752 | $361.2K | 0.02% | −6−0.8% | Reduced |
| Curated Wealth Partners LLC | 751 | $360.7K | 0.04% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 746 | $358.2K | 0.07% | +11+1.5% | Added |
| Kolinsky Wealth Management, LLC | 739 | $354.9K | 0.22% | +23+3.2% | Added |
| Huntington National Bank | 734 | $352.5K | 0.00% | +443+152.2% | Added |
| Andina Capital Management, LLC | 733 | $352.1K | 0.29% | +18+2.5% | Added |
| Berkshire Asset Management LLC | 752 | $351.3K | 0.02% | +29+4.0% | Added |
| Leavell Investment Management, Inc. | 731 | $351.1K | 0.02% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 730 | $350.6K | 0.01% | +17+2.4% | Added |
| Asahi Life Asset Management Co., Ltd. | 730 | $350.6K | 0.21% | +730 | New |
| Lafayette Investments, Inc. | 729 | $350.1K | 0.08% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 823 | $348.1K | 0.02% | −10−1.2% | Reduced |
| Brinker Capital Investments, LLC | 724 | $347.7K | 0.00% | −49−6.3% | Reduced |
| Orion Portfolio Solutions, LLC | 724 | $347.7K | 0.00% | −49−6.3% | Reduced |
| Nations Financial Group Inc, | 717 | $344.5K | 0.03% | +119+19.9% | Added |
| Precision Wealth Strategies, LLC | 707 | $339.6K | 0.26% | +4+0.6% | Added |
| Perpetual Ltd | 702 | $337.2K | 0.00% | −53−7.0% | Reduced |
| Vestcor Inc | 701 | $337.0K | 0.01% | −1−0.1% | Reduced |
| Apella Capital, LLC | 701 | $336.7K | 0.01% | +1+0.1% | Added |
| Meridian Wealth Management, LLC | 700 | $336.3K | 0.02% | +2+0.3% | Added |
| Parsons Capital Management Inc | 700 | $336.2K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 694 | $333.3K | 0.03% | +58+9.1% | Added |
| Brady Family Wealth, LLC | 692 | $332.4K | 0.10% | −1−0.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 686 | $329.5K | 0.00% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 683 | $327.8K | 0.03% | −23−3.3% | Reduced |
| HBK Sorce Advisory LLC | 682 | $327.6K | 0.01% | −4−0.6% | Reduced |
| Wetherby Asset Management Inc | 676 | $324.7K | 0.02% | −5−0.7% | Reduced |
| Fort Washington Investment Advisors Inc | 672 | $322.7K | 0.00% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 670 | $321.8K | 0.07% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 665 | $321.0K | 0.00% | +71+12.0% | Added |
| Synovus Financial Corp | 668 | $320.8K | 0.00% | −668−50.0% | Reduced |
| IHT Wealth Management, LLC | 664 | $318.9K | 0.01% | −138−17.2% | Reduced |
| Seelaus Asset Management LLC | 640 | $307.4K | 0.28% | 00.0% | Unchanged |
| Stokes Capital Advisors, LLC | 639 | $306.9K | 0.08% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 639 | $306.9K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 638 | $306.4K | 0.08% | −30−4.5% | Reduced |
| Diversified Enterprises, LLC | 637 | $306.1K | 0.03% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 632 | $303.5K | 0.01% | +74+13.3% | Added |
| Guggenheim Capital LLC | 626 | $300.7K | 0.00% | −194−23.7% | Reduced |
| Pine Haven Investment Counsel, Inc | 625 | $300.2K | 0.25% | 00.0% | Unchanged |
| Bennett Selby Investments LP | 622 | $298.9K | 0.12% | 00.0% | Unchanged |
| Canada Post Corp Registered Pension Plan | 620 | $297.8K | 0.02% | +620 | New |
| Bradley Foster & Sargent Inc | 618 | $296.8K | 0.00% | 00.0% | Unchanged |
| Moment Partners, LLC | 616 | $295.9K | 0.06% | +616 | New |
| Larson Financial Group LLC | 616 | $295.8K | 0.02% | −1−0.2% | Reduced |
| Versant Capital Management, Inc | 612 | $293.9K | 0.06% | 00.0% | Unchanged |
| Seeds Investor LLC | 610 | $293.1K | 0.08% | −2−0.3% | Reduced |
| Checchi Capital Advisers, LLC | 608 | $292.0K | 0.02% | +7+1.2% | Added |
| Dumont & Blake Investment Advisors LLC | 606 | $290.9K | 0.08% | −24−3.8% | Reduced |
| Angeles Wealth Management, LLC | 602 | $289.1K | 0.02% | −39−6.1% | Reduced |
| Security Financial Services, INC. | 597 | $286.7K | 0.06% | +31+5.5% | Added |
| AMG National Trust Bank | 575 | $277.5K | 0.01% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 601 | $276.4K | 0.01% | −126−17.3% | Reduced |
| Martin Investment Management, LLC | 575 | $276.2K | 0.08% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 575 | $276.0K | 0.09% | 00.0% | Unchanged |
| Glenview Trust Co | 573 | $275.2K | 0.01% | +55+10.6% | Added |
| MONECO Advisors, LLC | 570 | $273.9K | 0.03% | +113+24.7% | Added |
| AdvisorNet Financial, Inc | 569 | $273.3K | 0.02% | −9−1.6% | Reduced |
| Savant Capital, LLC | 562 | $270.0K | 0.00% | +46+8.9% | Added |
| MUFG Securities Americas Inc. | 561 | $269.4K | 0.03% | +561 | New |
| Profund Advisors LLC | 559 | $268.5K | 0.01% | −45−7.5% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 559 | $268.5K | 0.13% | −31−5.3% | Reduced |
| Motley Fool Asset Management LLC | 559 | $268.5K | 0.01% | +38+7.3% | Added |
| Moneta Group Investment Advisors LLC | 557 | $267.5K | 0.00% | +72+14.8% | Added |
| Wellington Management Group LLP | 554 | $266.1K | 0.00% | −21−3.7% | Reduced |
| denkapparat Operations GmbH | 552 | $265.1K | 0.39% | +552 | New |
| PFG Investments, LLC | 551 | $264.4K | 0.02% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 548 | $263.2K | 0.14% | +9+1.7% | Added |