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 |
|---|---|---|---|---|---|
| Ruedi Wealth Management, Inc. | 10 | $4.80K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 10 | $4.80K | 0.00% | +10 | New |
| Dunhill Financial, LLC | 10 | $4.80K | 0.00% | +2+25.0% | Added |
| Harbour Investments, Inc. | 9 | $4.32K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 9 | $4.32K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 8 | $3.91K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 8 | $3.86K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 8 | $3.84K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 8 | $3.84K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 8 | $3.84K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 7 | $3.40K | 0.00% | +7 | New |
| Pineridge Advisors LLC | 7 | $3.38K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 7 | $3.36K | 0.00% | 00.0% | Unchanged |
| City State Bank | 7 | $3.36K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 6 | $2.88K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 6 | $2.88K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 6 | $2.88K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $2.88K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 6 | $2.88K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 6 | $2.88K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 6 | $2.88K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 6 | $2.88K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 5 | $2.40K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 5 | $2.40K | 0.00% | +5 | New |
| Synergy Investment Management, LLC | 5 | $2.40K | 0.00% | +5 | New |
| Valley National Advisers Inc | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 4 | $1.92K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 4 | $1.92K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 4 | $1.92K | 0.00% | +4 | New |
| Highline Wealth Partners LLC | 3 | $1.44K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 3 | $1.44K | 0.00% | +3 | New |
| Painted Porch Advisors LLC | 2 | $1.00K | 0.00% | −2−50.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2 | $961 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 2 | $961 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 2 | $961 | 0.00% | +2 | New |
| Global Financial Private Client, LLC | 2 | $961 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 2 | $961 | 0.00% | +2 | New |
| Bokf, NA | 2 | $906 | 0.00% | +1+100.0% | Added |
| TFC Financial Management | 1 | $481 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 1 | $481 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 1 | $480 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1 | $480 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 1 | $480 | 0.00% | +1 | New |
| Transce3nd, LLC | 1 | $480 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $480 | 0.00% | +1 | New |
| Y.D. More Investments Ltd | 46 | $61 | 0.00% | +25+119.0% | Added |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −73,027−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −47,988−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −27,485−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −24,000−100.0% | Sold out |
| Bell Asset Management Ltd | 0 | $0 | 0.00% | −14,196−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −12,400−100.0% | Sold out |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −7,980−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −6,771−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −6,733−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −6,633−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −6,137−100.0% | Sold out |
| Azzad Asset Management Inc | 0 | $0 | 0.00% | −5,051−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −4,720−100.0% | Sold out |
| Avanda Investment Management Pte. Ltd. | 0 | $0 | 0.00% | −4,533−100.0% | Sold out |
| Abner Herrman & Brock LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| TrimTabs Asset Management, LLC | 0 | $0 | 0.00% | −3,803−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −3,299−100.0% | Sold out |
| SRN Advisors, LLC | 0 | $0 | 0.00% | −2,904−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| Fiduciary Trust Co | 0 | $0 | 0.00% | −2,170−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −2,118−100.0% | Sold out |
| BKM Wealth Management, LLC | 0 | $0 | 0.00% | −2,071−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −1,673−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −1,671−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −1,559−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −1,499−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −1,489−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −1,439−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −1,282−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −1,214−100.0% | Sold out |
| Kentucky Retirement Systems Insurance Trust Fund | 0 | $0 | 0.00% | −1,126−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −990−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −907−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −905−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −828−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −791−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −782−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −740−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −720−100.0% | Sold out |
| Peapack Gladstone Financial Corp | 0 | $0 | 0.00% | −660−100.0% | Sold out |
| Atlanta Consulting Group Advisors, LLC | 0 | $0 | 0.00% | −661−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −633−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −631−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| DoubleLine ETF Adviser LP | 0 | $0 | 0.00% | −575−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −566−100.0% | Sold out |
| Pinnacle Associates Ltd | 0 | $0 | 0.00% | −507−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −509−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −483−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −84,612−100.0% | Sold out |
| Reuter James Wealth Management, LLC | 0 | $0 | 0.00% | −259−100.0% | Sold out |
| Planned Solutions, Inc. | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −74−100.0% | Sold out |