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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.

Q1 2025 vs. Q4 2024

How the institutions holding Factset Research Systems Inc changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of FDS: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders84714828−5
Shares35.9M132.0K35.6M−153.5K (−0.4%)
Value$17.2B$63.3M$16.2B−$988.1M (−5.8%)

14 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (86)

Institutions that held Factset Research Systems Inc at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to FDS in Q1 2025
InstitutionSharesValue% of portfolio
Nuveen, LLC119,100$54.1M0.02%
CBOE Vest Financial, LLC115,354$52.4M0.81%
Sone Capital Management, LLC52,852$24.0M2.47%
Azora Capital LP33,506$15.2M1.03%
Heartland Advisors Inc14,929$6.79M0.39%
Two Sigma Advisers, LP8,900$4.05M0.01%
Delta Global Management LP5,772$2.62M0.19%
FORA Capital, LLC5,746$2.61M0.26%
Accurate Wealth Management, LLC6,020$2.56M0.49%
Teacher Retirement System of Texas5,560$2.53M0.01%
Azzad Asset Management Inc4,871$2.21M0.26%
XTX Topco Ltd4,769$2.17M0.11%
Investment Management Corp of Ontario4,217$1.92M0.04%
OP Asset Management Ltd3,908$1.78M0.03%
Gotham Asset Management, LLC3,434$1.56M0.01%
Rakuten Investment Management, Inc.3,476$1.56M0.01%
Mizuho Markets Americas LLC2,848$1.29M0.03%
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group2,358$1.07M0.58%
Landscape Capital Management, L.L.C.2,058$935.6K0.08%
Advisors Preferred, LLC1,553$709.7K0.10%
Y-Intercept (Hong Kong) Ltd1,479$672.4K0.05%
SlateStone Wealth, LLC1,465$666.0K0.07%
Global X Japan Co., Ltd.1,296$589.2K0.07%
Atria Wealth Solutions, Inc.1,280$581.8K0.01%
ASR Vermogensbeheer N.V.1,126$511.9K0.01%
Contravisory Investment Management, Inc.1,117$507.8K0.11%
Merit Financial Group, LLC1,104$501.8K0.01%
McElhenny Sheffield Capital Management, LLC1,090$495.6K0.19%
Aspen Grove Capital, LLC1,046$475.6K0.09%
TruNorth Capital Management, LLC900$409.2K0.10%
United Services Automobile Association878$394.0K0.01%
S-Bank Fund Management Ltd864$392.8K0.07%
Perbak Capital Partners LLP828$376.4K0.28%
Counterpoint Mutual Funds LLC797$362.3K0.05%
Axq Capital, LP788$358.3K0.14%
Sowell Financial Services LLC764$347.4K0.02%
MBB Public Markets I LLC720$327.3K0.04%
Walleye Trading LLC709$322.3K0.01%
Revisor Wealth Management LLC685$311.6K0.14%
Virtue Capital Management, LLC676$307.8K0.04%
Savvy Advisors, Inc.659$299.6K0.03%
Petrus Trust Company, LTA652$296.4K0.03%
Segment Wealth Management, LLC644$292.8K0.02%
Catalyst Funds Management Pty Ltd600$272.8K0.07%
VestGen Advisors, LLC591$268.7K0.01%
FJ Capital Management LLC531$241.4K0.02%
Clear Harbor Asset Management, LLC530$241.0K0.02%
Creekmur Asset Management LLC480$218.2K0.05%
World Equity Group, Inc.480$218.2K0.06%
Citizens & Northern Corp443$201.4K0.06%
USA Financial Portformulas Corp428$194.6K0.03%
Private Wealth Asset Management, LLC324$147.2K0.02%
Globeflex Capital L P309$140.5K0.01%
Federated Hermes, Inc.167$75.9K0.00%
Rossby Financial, LCC146$62.0K0.03%
ORG Wealth Partners, LLC132$60.3K0.02%
CX Institutional131$60.0K0.00%
Kiker Wealth Management, LLC112$50.9K0.03%
Simplex Trading, LLC99$45.0K0.00%
American National Bank96$43.6K0.00%
Zions Bancorporation, National Association51$23.2K0.00%
Alpine Bank Wealth Management49$22.3K0.00%
Cheviot Value Management, LLC51$22.1K0.00%
Missouri Trust & Investment Co34$15.5K0.01%
TD Capital Management LLC25$11.4K0.00%
Marshall & Sterling Wealth Advisors Inc.24$10.9K0.01%
Ameriflex Group, Inc.19$8.64K0.00%
Saudi Central Bank15$6.82K0.04%
Park Square Financial Group, LLC12$5.46K0.00%
BankPlus Trust Department11$5.00K0.00%
St Germain D J Co Inc7$3.18K0.00%
Grove Bank & Trust7$3.18K0.00%
NBC Securities, Inc.8$3.00K0.00%
Kestra Investment Management, LLC6$2.73K0.00%
ROSS\JOHNSON & Associates LLC6$2.73K0.05%
Cromwell Holdings LLC4$1.82K0.00%
MJT & Associates Financial Advisory Group, Inc.2$9100.00%
First Command Advisory Services, Inc.2$9090.00%
Rise Advisors, LLC2$9090.00%
UMA Financial Services, Inc.1$4550.00%
Bare Financial Services, Inc1$4550.00%
HFM Investment Advisors, LLC1$4550.00%
Bay Harbor Wealth Management, LLC1$4540.00%
Cornerstone Planning Group LLC1$4260.00%
Avion Wealth2$00.00%
ORG Partners LLC180$00.00%

Sold out (91)

Institutions that held Factset Research Systems Inc at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of FDS in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Point72 Asset Management, L.P.138,186$66.4M
Meridiem Capital Partners LP85,868$41.2M
Congress Wealth Management LLC27,764$13.3M
Moran Wealth Management, LLC24,510$11.8M
Point72 Europe (London) LLP23,300$11.2M
Capital Fund Management S.A.17,522$8.42M
Connor, Clark & Lunn Investment Management Ltd.10,494$5.04M
First Hawaiian Bank8,409$4.04M
Thematics Asset Management8,032$3.86M
Marshall Wace, LLP7,969$3.83M
Old Mission Capital LLC7,433$3.57M
Generali Asset Management SPA SGR6,390$3.07M
Point72 Asia (Singapore) Pte. Ltd.5,532$2.66M
Jane Street Group, LLC4,497$2.16M
Worldquant Millennium Advisors LLC4,231$2.03M
Crestline Management, LP3,705$1.78M
Moore Capital Management, LP3,624$1.74M
Kentucky Retirement Systems2,614$1.26M
Point72 Hong Kong Ltd2,132$1.02M
Engineers Gate Manager LP2,008$964.4K
HRT Financial LP1,892$908.0K
Campbell & CO Investment Adviser LLC1,887$906.3K
Point72 (DIFC) Ltd1,802$865.6K
Farringdon Capital, Ltd.1,781$855.4K
Cumberland Partners Ltd1,750$840.5K
Virtu Financial LLC1,725$828.0K
Vinva Investment Management Ltd1,657$799.8K
Mount Yale Investment Advisors, LLC1,572$755.0K
ING Groep NV1,475$708.4K
Scientech Research LLC1,040$499.5K
Covenant Partners, LLC894$429.4K
Everence Capital Management Inc860$413.0K
We Are One Seven, LLC820$393.8K
Jain Global LLC800$384.2K
Aster Capital Management (DIFC) Ltd776$372.7K
Versor Investments LP773$371.3K
Capstone Investment Advisors, LLC770$369.8K
Berkshire Asset Management LLC752$351.3K
Bleakley Financial Group, LLC730$350.6K
Asahi Life Asset Management Co., Ltd.730$350.6K
Brinker Capital Investments, LLC724$347.7K
Orion Portfolio Solutions, LLC724$347.7K
Nations Financial Group Inc,717$344.5K
Legacy Wealth Asset Management, LLC638$306.4K
CAPROCK Group, Inc.632$303.5K
Canada Post Corp Registered Pension Plan620$297.8K
Wellington Management Group LLP554$266.1K
Blue Barn Wealth, LLC548$263.2K
Ieq Capital, LLC513$246.5K
Sagespring Wealth Partners, LLC513$246.2K
Fort Point Capital Partners LLC500$240.1K
Dorsey & Whitney Trust CO LLC486$233.4K
Perissos Private Wealth Management, LLC479$230.1K
WMS Partners, LLC476$228.6K
Intrua Financial, LLC458$219.9K
Canandaigua National Bank & Trust Co457$219.5K
Drive Wealth Management, LLC455$218.4K
Crestmont Private Wealth LLC445$213.7K
Trust Asset Management LLC439$210.8K
Invesco, LLC439$210.8K
Walleye Capital LLC438$210.4K
LCNB Corp431$207.0K
Great Diamond Partners, LLC426$204.6K
Claro Advisors LLC425$204.4K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors425$204.1K
Stevens Capital Management LP425$204.0K
Diversify Wealth Management, LLC450$203.9K
Harvest Fund Management Co., Ltd363$174.0K
Cary Street Partner Investment Advisory LLC360$173.1K
Fedenia Advisers LLC298$143.1K
Menard Financial Group LLC190$91.3K
Proequities, Inc.125$58.1K
GeoWealth Management, LLC104$50.0K
Eagle Bay Advisors LLC80$38.4K
Van Hulzen Asset Management, LLC62$29.8K
Cary Street Partners Financial LLC60$28.8K
LGT Financial Advisors LLC57$27.4K
Caitlin John, LLC48$23.1K
Kapitalo Investimentos Ltda43$20.7K
Stephens Consulting, LLC27$13.0K
Johnson Financial Group, Inc.27$12.8K
Trust Co of Vermont24$11.5K
Glen Eagle Advisors, LLC14$6.72K
New Wave Wealth Advisors LLC13$6.33K
Tucker Asset Management LLC13$6.24K
Millstone Evans Group, LLC10$4.80K
Raleigh Capital Management Inc.8$3.91K
Pacific Capital Wealth Advisors, Inc8$3.84K
Jackson, Grant Investment Advisers, Inc.4$1.92K
Painted Porch Advisors LLC2$1.00K
Principia Wealth Advisory, LLC2$961

Not filed for Q1 2025 yet (14)

Institutions that held Factset Research Systems Inc at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding FDS in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Nuveen Asset Management, LLC125,490$60.3M
Wellington Wealth Strategies, LLC.3,244$1.49M
Kolinsky Wealth Management, LLC739$354.9K
Wetherby Asset Management Inc676$324.7K
Geller Advisors LLC468$224.8K
Buckingham Capital Management, Inc.465$223.3K
Global Retirement Partners, LLC279$134.0K
Natixis Investment Managers International192$92.2K
Swedbank AB185$88.9K
Hilltop National Bank150$72.0K
Criterion Capital Advisors, LLC63$25.7K
WR Wealth Planners, LLC37$17.8K
Kiely Wealth Advisory Group, Inc.11$5.07K
Zions Bancorporation, N.A.1$480