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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding Factset Research Systems Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Beacon Capital Management, LLC | 44 | $20.1K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 45 | $20.5K | 0.00% | +7+18.4% | Added |
| Sound Income Strategies, LLC | 45 | $20.6K | 0.00% | +31+221.4% | Added |
| Cheviot Value Management, LLC | 51 | $22.1K | 0.00% | +51 | New |
| Whipplewood Advisors, LLC | 68 | $22.3K | 0.01% | +19+38.8% | Added |
| Alpine Bank Wealth Management | 49 | $22.3K | 0.00% | +49 | New |
| First United Bank Trust | 50 | $22.7K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 51 | $23.2K | 0.01% | −2−3.8% | Reduced |
| Crews Bank & Trust | 51 | $23.2K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 51 | $23.2K | 0.00% | +51 | New |
| Parkside Financial Bank & Trust | 52 | $23.6K | 0.00% | +7+15.6% | Added |
| TD Waterhouse Canada Inc. | 52 | $23.7K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 53 | $24.0K | 0.00% | +9+20.5% | Added |
| Riverview Trust Co | 54 | $24.6K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 54 | $24.6K | 0.00% | +10+22.7% | Added |
| South State Corp. | 60 | $27.3K | 0.00% | +56+1,400.0% | Added |
| Clearstead Advisors, LLC | 61 | $27.7K | 0.00% | −1−1.6% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 61 | $27.8K | 0.02% | +1+1.7% | Added |
| Rosenberg Matthew Hamilton | 64 | $28.9K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 65 | $29.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 62 | $29.0K | 0.00% | 00.0% | Unchanged |
| Motco | 67 | $30.5K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 70 | $31.8K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 70 | $31.8K | 0.01% | −1−1.4% | Reduced |
| Quent Capital, LLC | 75 | $34.1K | 0.00% | −2−2.6% | Reduced |
| Hartford Financial Management Inc. | 75 | $34.1K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 80 | $36.4K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 81 | $36.8K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 86 | $39.1K | 0.03% | +84+4,200.0% | Added |
| EverSource Wealth Advisors, LLC | 87 | $39.6K | 0.00% | −175−66.8% | Reduced |
| Washington Trust Advisors, Inc. | 91 | $41.4K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 91 | $41.4K | 0.04% | 00.0% | Unchanged |
| First Community Trust NA | 93 | $42.3K | 0.04% | −7−7.0% | Reduced |
| Ancora Advisors, LLC | 95 | $43.2K | 0.00% | 00.0% | Unchanged |
| American National Bank | 96 | $43.6K | 0.00% | +96 | New |
| Bank of Jackson Hole Trust | 95 | $43.9K | 0.03% | +62+187.9% | Added |
| Geneos Wealth Management Inc. | 98 | $44.6K | 0.00% | +64+188.2% | Added |
| Winnow Wealth LLC | 99 | $44.6K | 0.04% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 111 | $45.0K | 0.03% | −33−22.9% | Reduced |
| Simplex Trading, LLC | 99 | $45.0K | 0.00% | +99 | New |
| Lazard Asset Management LLC | 103 | $46.0K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 103 | $46.8K | 0.01% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 100 | $48.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 106 | $48.2K | 0.01% | −1−0.9% | Reduced |
| Trust Co | 108 | $49.1K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 112 | $50.9K | 0.01% | +32+40.0% | Added |
| Kiker Wealth Management, LLC | 112 | $50.9K | 0.03% | +112 | New |
| Central Trust Co | 113 | $51.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 115 | $53.0K | 0.04% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 118 | $53.6K | 0.00% | +28+31.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 121 | $55.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 131 | $60.0K | 0.00% | +131 | New |
| ORG Wealth Partners, LLC | 132 | $60.3K | 0.02% | +132 | New |
| Allworth Financial LP | 144 | $61.7K | 0.00% | +7+5.1% | Added |
| Rossby Financial, LCC | 146 | $62.0K | 0.03% | +146 | New |
| National Pension Service | 137 | $62.3K | 0.00% | −60,041−99.8% | Reduced |
| Lummis Asset Management, LP | 140 | $63.6K | 0.04% | 00.0% | Unchanged |
| Sandy Spring Bank | 141 | $64.1K | 0.00% | +5+3.7% | Added |
| Lindbrook Capital, LLC | 145 | $65.9K | 0.01% | +116+400.0% | Added |
| Bruce G. Allen Investments, LLC | 153 | $69.6K | 0.06% | −4−2.5% | Reduced |
| Smartleaf Asset Management LLC | 156 | $70.1K | 0.01% | −49−23.9% | Reduced |
| Continuum Advisory, LLC | 162 | $73.7K | 0.01% | +3+1.9% | Added |
| Washington Trust Co | 165 | $75.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 167 | $75.9K | 0.00% | +167 | New |
| Coastline Trust Co | 170 | $77.3K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 158 | $77.3K | 0.00% | +6+3.9% | Added |
| Clean Yield Group | 177 | $80.5K | 0.03% | +27+18.0% | Added |
| Atticus Wealth Management, LLC | 180 | $81.8K | 0.03% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 185 | $83.0K | 0.00% | −89−32.5% | Reduced |
| Ronald Blue Trust, Inc. | 204 | $92.7K | 0.00% | +128+168.4% | Added |
| Brown Brothers Harriman & Co | 206 | $93.7K | 0.00% | +22+12.0% | Added |
| First Horizon Advisors, Inc. | 213 | $97.1K | 0.00% | −36−14.5% | Reduced |
| SBI Securities Co., Ltd. | 217 | $98.7K | 0.00% | +4+1.9% | Added |
| Addison Advisors LLC | 225 | $102.3K | 0.03% | 00.0% | Unchanged |
| Mather Group, LLC. | 241 | $109.3K | 0.00% | −15−5.9% | Reduced |
| Capital Advisors, Ltd. LLC | 242 | $110.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 253 | $115.0K | 0.00% | −19−7.0% | Reduced |
| Compagnie Lombard Odier SCmA | 260 | $118.2K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 264 | $120.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 290 | $131.8K | 0.01% | −1−0.3% | Reduced |
| Huntington National Bank | 291 | $132.3K | 0.00% | −443−60.4% | Reduced |
| Globeflex Capital L P | 309 | $140.5K | 0.01% | +309 | New |
| Private Wealth Asset Management, LLC | 324 | $147.2K | 0.02% | +324 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 337 | $153.1K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 340 | $154.6K | 0.00% | +42+14.1% | Added |
| Caldwell Trust Co | 357 | $162.3K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 372 | $169.1K | 0.01% | +3+0.8% | Added |
| Principal Securities, Inc. | 357 | $171.5K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 400 | $181.0K | 0.02% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 410 | $186.5K | 0.02% | +29+7.6% | Added |
| Farmers & Merchants Investments Inc | 411 | $186.9K | 0.01% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $187.8K | 0.10% | −390−99.7% | Reduced |
| Estabrook Capital Management | 425 | $193.2K | 0.03% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 428 | $194.6K | 0.03% | +428 | New |
| Dean Investment Associates, LLC | 440 | $200.0K | 0.03% | −58−11.6% | Reduced |
| Cassaday & Co Wealth Management LLC | 442 | $201.0K | 0.01% | 00.0% | Unchanged |
| Citizens & Northern Corp | 443 | $201.4K | 0.06% | +443 | New |
| Great Valley Advisor Group, Inc. | 449 | $204.2K | 0.00% | −37−7.6% | Reduced |
| Tiaa Trust, National Association | 450 | $204.6K | 0.00% | −78−14.8% | Reduced |
| Delta Asset Management LLC | 450 | $204.6K | 0.02% | 00.0% | Unchanged |