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 |
|---|---|---|---|---|---|
| Sandy Spring Bank | 136 | $65.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 137 | $63.7K | 0.00% | +22+19.1% | Added |
| Exchange Traded Concepts, LLC | 127 | $61.0K | 0.00% | −23−15.3% | Reduced |
| Proequities, Inc. | 125 | $58.1K | 0.00% | −5−3.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 121 | $58.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 115 | $55.0K | 0.03% | −29−20.1% | Reduced |
| Central Trust Co | 113 | $54.3K | 0.00% | −10−8.1% | Reduced |
| Trust Co | 108 | $51.9K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 107 | $51.4K | 0.01% | +3+2.9% | Added |
| GeoWealth Management, LLC | 104 | $50.0K | 0.00% | −3−2.8% | Reduced |
| Compass Wealth Management LLC | 103 | $49.5K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 103 | $49.0K | 0.00% | −3−2.8% | Reduced |
| First Community Trust NA | 100 | $48.0K | 0.03% | 00.0% | Unchanged |
| Winnow Wealth LLC | 99 | $47.0K | 0.05% | +99 | New |
| Pinnacle Financial Partners Inc | 100 | $46.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 95 | $45.6K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 91 | $43.7K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 91 | $43.7K | 0.04% | +91 | New |
| Massmutual Trust Co FSB | 90 | $43.2K | 0.00% | +3+3.4% | Added |
| Bogart Wealth, LLC | 81 | $38.9K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 80 | $38.4K | 0.00% | −40−33.3% | Reduced |
| Skopos Labs, Inc. | 80 | $38.4K | 0.01% | +4+5.3% | Added |
| Eagle Bay Advisors LLC | 80 | $38.4K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 77 | $36.9K | 0.00% | +1+1.3% | Added |
| Ronald Blue Trust, Inc. | 76 | $36.5K | 0.00% | −152−66.7% | Reduced |
| Hartford Financial Management Inc. | 75 | $36.0K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 71 | $34.1K | 0.01% | −19−21.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 70 | $33.6K | 0.00% | 00.0% | Unchanged |
| Motco | 67 | $32.2K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 65 | $31.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 64 | $30.6K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 62 | $29.9K | 0.00% | −11−15.1% | Reduced |
| Van Hulzen Asset Management, LLC | 62 | $29.8K | 0.00% | +62 | New |
| CarsonAllaria Wealth Management, Ltd. | 60 | $29.3K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 62 | $29.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 60 | $28.8K | 0.00% | +60 | New |
| LGT Financial Advisors LLC | 57 | $27.4K | 0.06% | 00.0% | Unchanged |
| Riverview Trust Co | 54 | $25.9K | 0.02% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 63 | $25.7K | 0.02% | 00.0% | Unchanged |
| NVWM, LLC | 53 | $25.5K | 0.01% | +2+3.9% | Added |
| TD Waterhouse Canada Inc. | 52 | $25.0K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 51 | $24.5K | 0.00% | +51 | New |
| First United Bank Trust | 50 | $24.0K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 49 | $23.5K | 0.01% | +49 | New |
| Caitlin John, LLC | 48 | $23.1K | 0.02% | +1+2.1% | Added |
| Parkside Financial Bank & Trust | 45 | $21.6K | 0.00% | +11+32.4% | Added |
| Beacon Capital Management, LLC | 44 | $21.2K | 0.00% | +2+4.8% | Added |
| MV Capital Management, Inc. | 44 | $21.1K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 44 | $21.1K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 44 | $21.1K | 0.00% | +21+91.3% | Added |
| Hemington Wealth Management | 44 | $21.0K | 0.01% | +6+15.8% | Added |
| Kapitalo Investimentos Ltda | 43 | $20.7K | 0.01% | +43 | New |
| Western Pacific Wealth Management, LP | 42 | $20.2K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 38 | $18.3K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 37 | $18.0K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 37 | $17.8K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 37 | $17.8K | 0.00% | +18+94.7% | Added |
| Geneos Wealth Management Inc. | 34 | $16.3K | 0.00% | +1+3.0% | Added |
| Old Point Trust & Financial Services N A | 33 | $15.8K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 33 | $15.8K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 33 | $15.8K | 0.00% | +1+3.1% | Added |
| Bank of Jackson Hole Trust | 33 | $15.8K | 0.01% | +33 | New |
| Atlantic Edge Private Wealth Management, LLC | 32 | $15.4K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 32 | $15.0K | 0.01% | +32 | New |
| Key Financial Inc | 30 | $14.4K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 29 | $13.9K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 29 | $13.9K | 0.00% | +9+45.0% | Added |
| Piscataqua Savings Bank | 29 | $13.9K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 28 | $13.4K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 28 | $13.4K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 27 | $13.0K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 27 | $13.0K | 0.00% | +27 | New |
| Johnson Financial Group, Inc. | 27 | $12.8K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 26 | $12.5K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 25 | $12.0K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 24 | $11.6K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 24 | $11.5K | 0.00% | −10−29.4% | Reduced |
| BFSG, LLC | 23 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 22 | $10.6K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 22 | $10.6K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 21 | $10.1K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 20 | $9.61K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 18 | $8.64K | 0.00% | −100−84.7% | Reduced |
| True Wealth Design, LLC | 17 | $8.16K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 17 | $8.16K | 0.00% | +3+21.4% | Added |
| Keener Financial Planning LLC | 17 | $8.00K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 15 | $7.00K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 14 | $6.89K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 14 | $6.73K | 0.00% | +9+180.0% | Added |
| Glen Eagle Advisors, LLC | 14 | $6.72K | 0.00% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 13 | $6.33K | 0.00% | +13 | New |
| Tucker Asset Management LLC | 13 | $6.24K | 0.00% | −4−23.5% | Reduced |
| Centennial Bank | 13 | $6.24K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 12 | $5.76K | 0.01% | −23−65.7% | Reduced |
| Golden State Wealth Management, LLC | 11 | $5.28K | 0.00% | +11 | New |
| Kiely Wealth Advisory Group, Inc. | 11 | $5.07K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 10 | $4.92K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 11 | $4.88K | 0.00% | −1−8.3% | Reduced |
| Country Trust Bank | 10 | $4.80K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $4.80K | 0.00% | 00.0% | Unchanged |