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 |
|---|---|---|---|---|---|
| Bouchey Financial Group Ltd | 544 | $261.3K | 0.02% | +13+2.4% | Added |
| Everpar Advisors LLC | 544 | $261.3K | 0.13% | +6+1.1% | Added |
| Pensionmark Financial Group, LLC | 538 | $258.4K | 0.01% | +538 | New |
| Baron Wealth Management LLC | 536 | $257.4K | 0.12% | +15+2.9% | Added |
| M3 Advisory Group, LLC | 534 | $256.4K | 0.18% | +2+0.4% | Added |
| Tiaa Trust, National Association | 528 | $253.6K | 0.00% | +71+15.5% | Added |
| NEOS Investment Management LLC | 526 | $252.6K | 0.01% | −4−0.8% | Reduced |
| Tocqueville Asset Management L.P. | 525 | $252.1K | 0.00% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 524 | $251.7K | 0.00% | +524 | New |
| Phillips Wealth Planners LLC | 554 | $251.0K | 0.25% | +1+0.2% | Added |
| Horizon Investments, LLC | 519 | $249.3K | 0.01% | +3+0.6% | Added |
| Forum Financial Management, LP | 518 | $249.0K | 0.00% | +518 | New |
| Ieq Capital, LLC | 513 | $246.5K | 0.00% | −1,752−77.4% | Reduced |
| Sagespring Wealth Partners, LLC | 513 | $246.2K | 0.01% | +513 | New |
| Journey Strategic Wealth LLC | 510 | $244.9K | 0.01% | +9+1.8% | Added |
| Jump Financial, LLC | 509 | $244.5K | 0.01% | −14,060−96.5% | Reduced |
| Farther Finance Advisors, LLC | 500 | $240.2K | 0.01% | −1−0.2% | Reduced |
| Middleton & Co Inc | 500 | $240.1K | 0.03% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 500 | $240.1K | 0.03% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 500 | $240.1K | 0.04% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 500 | $240.1K | 0.03% | +500 | New |
| Dean Investment Associates, LLC | 498 | $239.2K | 0.03% | −56−10.1% | Reduced |
| Tilia Fiduciary Partners, Inc. | 494 | $237.3K | 0.16% | 00.0% | Unchanged |
| Claret Asset Management Corp | 492 | $236.0K | 0.04% | +4+0.8% | Added |
| Aptus Capital Advisors, LLC | 488 | $234.2K | 0.00% | +488 | New |
| Great Valley Advisor Group, Inc. | 486 | $233.6K | 0.01% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 486 | $233.4K | 0.01% | +13+2.7% | Added |
| Perissos Private Wealth Management, LLC | 479 | $230.1K | 0.17% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 2,768 | $229.9K | 0.08% | +2,768 | New |
| WMS Partners, LLC | 476 | $228.6K | 0.01% | +14+3.0% | Added |
| Geller Advisors LLC | 468 | $224.8K | 0.01% | +25+5.6% | Added |
| Buckingham Capital Management, Inc. | 465 | $223.3K | 0.03% | −5−1.1% | Reduced |
| Intrua Financial, LLC | 458 | $219.9K | 0.04% | −52−10.2% | Reduced |
| Canandaigua National Bank & Trust Co | 457 | $219.5K | 0.02% | −33−6.7% | Reduced |
| Smith Shellnut Wilson LLC | 456 | $219.0K | 0.10% | +14+3.2% | Added |
| Drive Wealth Management, LLC | 455 | $218.4K | 0.05% | −10−2.2% | Reduced |
| Focus Financial Network, Inc. | 452 | $217.1K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 450 | $216.1K | 0.02% | 00.0% | Unchanged |
| Tower Bridge Advisors | 450 | $216.1K | 0.02% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 447 | $214.7K | 0.00% | +447 | New |
| Crestmont Private Wealth LLC | 445 | $213.7K | 0.10% | +1+0.2% | Added |
| Fifth Third Wealth Advisors LLC | 443 | $212.8K | 0.01% | +443 | New |
| Cassaday & Co Wealth Management LLC | 442 | $212.3K | 0.01% | 00.0% | Unchanged |
| Independent Advisor Alliance | 439 | $210.9K | 0.00% | +439 | New |
| Trust Asset Management LLC | 439 | $210.8K | 0.02% | 00.0% | Unchanged |
| Invesco, LLC | 439 | $210.8K | 0.08% | 00.0% | Unchanged |
| Walleye Capital LLC | 438 | $210.4K | 0.00% | −9,060−95.4% | Reduced |
| LCNB Corp | 431 | $207.0K | 0.08% | +431 | New |
| Great Diamond Partners, LLC | 426 | $204.6K | 0.05% | +426 | New |
| Claro Advisors LLC | 425 | $204.4K | 0.03% | −14−3.2% | Reduced |
| Estabrook Capital Management | 425 | $204.1K | 0.03% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 425 | $204.1K | 0.02% | +425 | New |
| Stevens Capital Management LP | 425 | $204.0K | 0.08% | −239−36.0% | Reduced |
| Diversify Wealth Management, LLC | 450 | $203.9K | 0.02% | −25−5.3% | Reduced |
| Fullcircle Wealth LLC | 436 | $200.3K | 0.08% | +436 | New |
| Farmers & Merchants Investments Inc | 411 | $197.4K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 400 | $192.0K | 0.02% | 00.0% | Unchanged |
| Curio Wealth, LLC | 391 | $187.8K | 0.10% | +391 | New |
| Icon Wealth Advisors, LLC | 381 | $183.0K | 0.02% | 00.0% | Unchanged |
| Quest Partners LLC | 370 | $177.7K | 0.02% | −79−17.6% | Reduced |
| JFS Wealth Advisors, LLC | 369 | $177.2K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 363 | $174.0K | 0.01% | +363 | New |
| Cary Street Partner Investment Advisory LLC | 360 | $173.1K | 0.11% | +360 | New |
| Caldwell Trust Co | 357 | $171.5K | 0.02% | 00.0% | Unchanged |
| Principal Securities, Inc. | 357 | $171.5K | 0.00% | +19+5.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 337 | $161.9K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 306 | $146.0K | 0.00% | −231−43.0% | Reduced |
| Signaturefd, LLC | 298 | $143.2K | 0.00% | −3−1.0% | Reduced |
| Fedenia Advisers LLC | 298 | $143.1K | 0.08% | +298 | New |
| Private Trust Co NA | 291 | $139.8K | 0.01% | +22+8.2% | Added |
| Global Retirement Partners, LLC | 279 | $134.0K | 0.00% | +19+7.3% | Added |
| Parallel Advisors, LLC | 272 | $131.1K | 0.00% | +8+3.0% | Added |
| Penserra Capital Management LLC | 274 | $130.0K | 0.00% | +93+51.4% | Added |
| MCF Advisors LLC | 264 | $126.8K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 262 | $125.8K | 0.01% | −36−12.1% | Reduced |
| Compagnie Lombard Odier SCmA | 260 | $124.9K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 256 | $122.7K | 0.00% | −7−2.7% | Reduced |
| First Horizon Advisors, Inc. | 249 | $119.8K | 0.00% | −2−0.8% | Reduced |
| Capital Advisors, Ltd. LLC | 242 | $116.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 225 | $108.1K | 0.03% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 213 | $102.3K | 0.00% | +213 | New |
| Smartleaf Asset Management LLC | 205 | $98.9K | 0.01% | +33+19.2% | Added |
| SRS Capital Advisors, Inc. | 202 | $97.0K | 0.01% | 00.0% | Unchanged |
| Natixis Investment Managers International | 192 | $92.2K | 0.01% | 00.0% | Unchanged |
| Menard Financial Group LLC | 190 | $91.3K | 0.05% | +190 | New |
| Swedbank AB | 185 | $88.9K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 184 | $88.4K | 0.00% | +15+8.9% | Added |
| Atticus Wealth Management, LLC | 180 | $86.5K | 0.03% | 00.0% | Unchanged |
| Park Place Capital Corp | 174 | $83.6K | 0.02% | −13−7.0% | Reduced |
| Coastline Trust Co | 170 | $81.6K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 165 | $79.2K | 0.00% | −20−10.8% | Reduced |
| IFP Advisors, Inc | 152 | $78.8K | 0.00% | −6−3.8% | Reduced |
| Continuum Advisory, LLC | 159 | $76.4K | 0.01% | 00.0% | Unchanged |
| Tobam | 159 | $76.0K | 0.02% | −110−40.9% | Reduced |
| Bruce G. Allen Investments, LLC | 157 | $75.4K | 0.06% | +1+0.6% | Added |
| Clean Yield Group | 150 | $72.0K | 0.02% | 00.0% | Unchanged |
| Hilltop National Bank | 150 | $72.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 144 | $69.2K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 144 | $69.0K | 0.03% | −23−13.8% | Reduced |
| Lummis Asset Management, LP | 140 | $67.2K | 0.09% | 00.0% | Unchanged |