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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.

13F holders, Q1 2025

Institutional positions in Factset Research Systems Inc as of Mar 31, 2025. 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
828
−5 vs. Q4 2024
Shares held
35.6M
−153.5K (−0.4%) vs. Q4 2024
Total value
$16.2B
−$988.1M (−5.8%) vs. Q4 2024
New holders
86
274 more added
Sold out
91
300 more reduced

14 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2025: 828 institutions
Q1 2021: 577 institutionsQ2 2021: 595 institutionsQ3 2021: 621 institutionsQ4 2021: 695 institutionsQ1 2022: 704 institutionsQ2 2022: 693 institutionsQ3 2022: 692 institutionsQ4 2022: 743 institutionsQ1 2023: 723 institutionsQ2 2023: 737 institutionsQ3 2023: 733 institutionsQ4 2023: 775 institutionsQ1 2024: 782 institutionsQ2 2024: 807 institutionsQ3 2024: 833 institutionsQ4 2024: 847 institutionsQ1 2025: 828 institutionsQ2 2025: 837 institutionsQ3 2025: 775 institutionsQ4 2025: 798 institutionsQ1 2026: 726 institutionsQ2 2026: 767 institutions
Value heldQ1 2025: $16.2B
Q1 2021: $10.3BQ2 2021: $11.1BQ3 2021: $13.1BQ4 2021: $16.5BQ1 2022: $14.8BQ2 2022: $13.0BQ3 2022: $13.8BQ4 2022: $13.5BQ1 2023: $14.0BQ2 2023: $13.7BQ3 2023: $15.2BQ4 2023: $16.5BQ1 2024: $15.9BQ2 2024: $14.6BQ3 2024: $16.5BQ4 2024: $17.2BQ1 2025: $16.2BQ2 2025: $15.9BQ3 2025: $10.6BQ4 2025: $10.6BQ1 2026: $8.21BQ2 2026: $9.22B
Institutions holding FDS and their total value by quarter
QuarterHoldersValue
Q2 2026767$9.22B
Q1 2026726$8.21B
Q4 2025798$10.6B
Q3 2025775$10.6B
Q2 2025837$15.9B
Q1 2025828$16.2B
Q4 2024847$17.2B
Q3 2024833$16.5B
Q2 2024807$14.6B
Q1 2024782$15.9B
Q4 2023775$16.5B
Q3 2023733$15.2B
Q2 2023737$13.7B
Q1 2023723$14.0B
Q4 2022743$13.5B
Q3 2022692$13.8B
Q2 2022693$13.0B
Q1 2022704$14.8B
Q4 2021695$16.5B
Q3 2021621$13.1B
Q2 2021595$11.1B
Q1 2021577$10.3B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Factset Research Systems Inc; share changes are against Q4 2024.

Institutions holding FDS in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth2$00.00%+2New
ORG Partners LLC180$00.00%+180New
Y.D. More Investments Ltd52$640.00%+6+13.0%Added
Cornerstone Planning Group LLC1$4260.00%+1New
Bay Harbor Wealth Management, LLC1$4540.00%+1New
True Wealth Design, LLC1$4550.00%−16−94.1%Reduced
TFC Financial Management1$4550.00%00.0%Unchanged
WealthTrak Capital Management LLC1$4550.00%00.0%Unchanged
WestEnd Advisors, LLC1$4550.00%00.0%Unchanged
Transce3nd, LLC1$4550.00%00.0%Unchanged
Parkworth Wealth Management, Inc.1$4550.00%00.0%Unchanged
UMA Financial Services, Inc.1$4550.00%+1New
Bare Financial Services, Inc1$4550.00%+1New
HFM Investment Advisors, LLC1$4550.00%+1New
Cullen/Frost Bankers, Inc.2$9090.00%−20−90.9%Reduced
Clark Wealth Partners2$9090.00%−1−33.3%Reduced
PSI Advisors, LLC2$9090.00%00.0%Unchanged
West Paces Advisors Inc.2$9090.00%00.0%Unchanged
Bokf, NA2$9090.00%00.0%Unchanged
First Command Advisory Services, Inc.2$9090.00%+2New
Rise Advisors, LLC2$9090.00%+2New
MJT & Associates Financial Advisory Group, Inc.2$9100.00%+2New
Tobam3$1.00K0.00%−156−98.1%Reduced
Transamerica Financial Advisors, Inc.1$1.00K0.00%00.0%Unchanged
Wolff Wiese Magana LLC4$1.82K0.00%−6−60.0%Reduced
Granite FO LLC4$1.82K0.00%00.0%Unchanged
Cromwell Holdings LLC4$1.82K0.00%+4New
Valley National Advisers Inc6$2.00K0.00%00.0%Unchanged
Raffa Wealth Management, LLC5$2.27K0.00%00.0%Unchanged
Sierra Ocean, LLC5$2.27K0.00%00.0%Unchanged
Synergy Investment Management, LLC5$2.27K0.00%00.0%Unchanged
Webster Bank, N. A.6$2.73K0.00%00.0%Unchanged
Hexagon Capital Partners LLC6$2.73K0.00%00.0%Unchanged
Bell Investment Advisors, Inc6$2.73K0.00%00.0%Unchanged
Aspect Partners, LLC6$2.73K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.6$2.73K0.00%00.0%Unchanged
Global Financial Private Client, LLC6$2.73K0.00%+4+200.0%Added
Kestra Investment Management, LLC6$2.73K0.00%+6New
ROSS\JOHNSON & Associates LLC6$2.73K0.05%+6New
Burkett Financial Services, LLC6$2.73K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc6$2.88K0.00%00.0%Unchanged
NBC Securities, Inc.8$3.00K0.00%+8New
Carolina Wealth Advisors, LLC7$3.18K0.00%00.0%Unchanged
City State Bank7$3.18K0.00%00.0%Unchanged
St Germain D J Co Inc7$3.18K0.00%+7New
Grove Bank & Trust7$3.18K0.00%+7New
Pineridge Advisors LLC7$3.20K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.7$3.23K0.00%00.0%Unchanged
Highline Wealth Partners LLC8$3.64K0.00%+5+166.7%Added
Frazier Financial Advisors, LLC8$3.64K0.00%00.0%Unchanged
Montag A & Associates Inc8$3.64K0.00%00.0%Unchanged
Toth Financial Advisory Corp8$3.64K0.00%00.0%Unchanged
Harbour Investments, Inc.9$4.09K0.00%00.0%Unchanged
Northwest Capital Management Inc9$4.09K0.00%00.0%Unchanged
Dunhill Financial, LLC9$4.17K0.00%−1−10.0%Reduced
Country Trust Bank10$4.55K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.10$4.55K0.00%00.0%Unchanged
NewSquare Capital LLC10$4.55K0.00%+9+900.0%Added
Carolinas Wealth Consulting LLC10$4.63K0.00%−1−9.1%Reduced
Winch Advisory Services, LLC10$4.67K0.00%00.0%Unchanged
Golden State Wealth Management, LLC11$5.00K0.00%00.0%Unchanged
BankPlus Trust Department11$5.00K0.00%+11New
Park Square Financial Group, LLC12$5.46K0.00%+12New
Centennial Bank13$5.91K0.00%00.0%Unchanged
LRI Investments, LLC14$6.52K0.00%00.0%Unchanged
Saudi Central Bank15$6.82K0.04%+15New
Keener Financial Planning LLC17$7.00K0.00%00.0%Unchanged
First PREMIER Bank15$7.00K0.00%00.0%Unchanged
Edmond de Rothschild Holding S.A.18$8.18K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC18$8.19K0.01%+6+50.0%Added
Ameriflex Group, Inc.19$8.64K0.00%+19New
SRS Capital Advisors, Inc.20$9.09K0.00%−182−90.1%Reduced
Annis Gardner Whiting Capital Advisors, LLC20$9.09K0.00%00.0%Unchanged
Archer Investment Corp21$9.57K0.00%00.0%Unchanged
Tortoise Investment Management, LLC22$10.0K0.00%00.0%Unchanged
BFSG, LLC23$10.5K0.00%00.0%Unchanged
Creative Financial Designs Inc23$10.5K0.00%+6+35.3%Added
Marshall & Sterling Wealth Advisors Inc.24$10.9K0.01%+24New
Asset Dedication, LLC24$10.9K0.00%+18+300.0%Added
GW&K Investment Management, LLC25$11.0K0.00%00.0%Unchanged
TD Capital Management LLC25$11.4K0.00%+25New
Darwin Advisors, LLC24$11.6K0.00%00.0%Unchanged
Anchor Investment Management, LLC26$11.8K0.00%00.0%Unchanged
GoalVest Advisory LLC27$12.3K0.00%−17−38.6%Reduced
S&T Bank27$12.3K0.00%00.0%Unchanged
West Branch Capital LLC28$12.7K0.00%00.0%Unchanged
Piscataqua Savings Bank29$13.2K0.01%00.0%Unchanged
C M Bidwell & Associates Ltd29$13.2K0.01%00.0%Unchanged
Key Financial Inc30$13.6K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC32$14.5K0.00%00.0%Unchanged
Wood Tarver Financial Group, LLC32$14.5K0.00%00.0%Unchanged
Old Point Trust & Financial Services N A33$15.0K0.01%00.0%Unchanged
McIlrath & Eck, LLC33$15.0K0.00%00.0%Unchanged
Missouri Trust & Investment Co34$15.5K0.01%+34New
Park Place Capital Corp36$16.4K0.00%−138−79.3%Reduced
Centerpoint Advisors, LLC37$17.0K0.01%00.0%Unchanged
TD Private Client Wealth LLC39$17.7K0.00%+6+18.2%Added
MV Capital Management, Inc.42$19.1K0.00%−2−4.5%Reduced
Western Pacific Wealth Management, LP42$19.1K0.02%00.0%Unchanged
Umb Bank N A43$19.6K0.00%+6+16.2%Added