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 |
|---|---|---|---|---|---|
| Tower Bridge Advisors | 450 | $204.6K | 0.02% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 452 | $205.5K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 453 | $207.1K | 0.01% | −47−9.4% | Reduced |
| Journey Strategic Wealth LLC | 464 | $211.0K | 0.01% | −46−9.0% | Reduced |
| Guggenheim Capital LLC | 465 | $211.4K | 0.00% | −161−25.7% | Reduced |
| Oppenheimer & Co Inc | 465 | $211.4K | 0.00% | +18+4.0% | Added |
| Fullcircle Wealth LLC | 512 | $216.5K | 0.09% | +76+17.4% | Added |
| World Equity Group, Inc. | 480 | $218.2K | 0.06% | +480 | New |
| Creekmur Asset Management LLC | 480 | $218.2K | 0.05% | +480 | New |
| Smith Shellnut Wilson LLC | 486 | $221.0K | 0.10% | +30+6.6% | Added |
| Savant Capital, LLC | 487 | $221.5K | 0.00% | −75−13.3% | Reduced |
| Tilia Fiduciary Partners, Inc. | 494 | $224.6K | 0.15% | 00.0% | Unchanged |
| Everpar Advisors LLC | 497 | $226.0K | 0.12% | −47−8.6% | Reduced |
| Hantz Financial Services, Inc. | 496 | $226.0K | 0.00% | −20,596−97.6% | Reduced |
| Claret Asset Management Corp | 497 | $226.0K | 0.03% | +5+1.0% | Added |
| Middleton & Co Inc | 500 | $227.3K | 0.03% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 500 | $227.3K | 0.03% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 500 | $227.3K | 0.04% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 507 | $230.5K | 0.07% | −1,697−77.0% | Reduced |
| Quadrant Capital Group LLC | 509 | $231.4K | 0.01% | +365+253.5% | Added |
| Rockland Trust Co | 511 | $232.3K | 0.01% | −241−32.0% | Reduced |
| Robertson Stephens Wealth Management, LLC | 518 | $235.5K | 0.01% | −1,212−70.1% | Reduced |
| Baron Wealth Management LLC | 520 | $236.4K | 0.10% | −16−3.0% | Reduced |
| Phillips Wealth Planners LLC | 558 | $237.4K | 0.25% | +4+0.7% | Added |
| Tocqueville Asset Management L.P. | 525 | $238.7K | 0.00% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 526 | $239.1K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 527 | $239.6K | 0.00% | −1,386−72.5% | Reduced |
| Profund Advisors LLC | 530 | $241.0K | 0.01% | −29−5.2% | Reduced |
| Clear Harbor Asset Management, LLC | 530 | $241.0K | 0.02% | +530 | New |
| M3 Advisory Group, LLC | 530 | $241.1K | 0.19% | −4−0.7% | Reduced |
| FJ Capital Management LLC | 531 | $241.4K | 0.02% | +531 | New |
| Siemens Fonds Invest GmbH | 532 | $241.9K | 0.02% | −583−52.3% | Reduced |
| PFG Investments, LLC | 534 | $242.8K | 0.02% | −17−3.1% | Reduced |
| Aptus Capital Advisors, LLC | 538 | $244.5K | 0.00% | +50+10.2% | Added |
| Glenview Trust Co | 541 | $246.0K | 0.00% | −32−5.6% | Reduced |
| Horizon Investments, LLC | 544 | $247.3K | 0.01% | +25+4.8% | Added |
| Bouchey Financial Group Ltd | 547 | $248.7K | 0.02% | +3+0.6% | Added |
| Paces Ferry Wealth Advisors, LLC | 552 | $251.0K | 0.12% | −7−1.3% | Reduced |
| RSM US Wealth Management LLC | 554 | $251.8K | 0.00% | −111−16.7% | Reduced |
| MONECO Advisors, LLC | 554 | $251.9K | 0.03% | −16−2.8% | Reduced |
| Dumont & Blake Investment Advisors LLC | 559 | $254.1K | 0.07% | −47−7.8% | Reduced |
| AMG National Trust Bank | 575 | $261.4K | 0.01% | 00.0% | Unchanged |
| Martin Investment Management, LLC | 575 | $261.4K | 0.07% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 575 | $261.4K | 0.09% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 580 | $263.7K | 0.02% | +11+1.9% | Added |
| Precision Wealth Strategies, LLC | 584 | $265.5K | 0.20% | −123−17.4% | Reduced |
| Intrust Bank NA | 585 | $266.0K | 0.03% | −208−26.2% | Reduced |
| VestGen Advisors, LLC | 591 | $268.7K | 0.01% | +591 | New |
| Catalyst Funds Management Pty Ltd | 600 | $272.8K | 0.07% | +600 | New |
| Checchi Capital Advisers, LLC | 601 | $273.2K | 0.02% | −7−1.2% | Reduced |
| Angeles Wealth Management, LLC | 601 | $273.2K | 0.02% | −1−0.2% | Reduced |
| Seeds Investor LLC | 608 | $276.6K | 0.08% | −2−0.3% | Reduced |
| Versant Capital Management, Inc | 612 | $278.2K | 0.05% | 00.0% | Unchanged |
| Moment Partners, LLC | 614 | $279.1K | 0.06% | −2−0.3% | Reduced |
| Pine Haven Investment Counsel, Inc | 615 | $279.6K | 0.23% | −10−1.6% | Reduced |
| Forum Financial Management, LP | 615 | $279.8K | 0.00% | +97+18.7% | Added |
| Bradley Foster & Sargent Inc | 618 | $281.0K | 0.00% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 619 | $281.4K | 0.01% | +18+3.0% | Added |
| Bennett Selby Investments LP | 622 | $282.9K | 0.11% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 626 | $284.6K | 0.01% | −56−8.2% | Reduced |
| Motley Fool Asset Management LLC | 632 | $287.3K | 0.02% | +73+13.1% | Added |
| KCM Investment Advisors LLC | 639 | $290.5K | 0.01% | 00.0% | Unchanged |
| Stokes Capital Advisors, LLC | 639 | $290.5K | 0.07% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 640 | $291.0K | 0.28% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 644 | $292.8K | 0.02% | +644 | New |
| Williams Jones Wealth Management, LLC. | 649 | $295.1K | 0.00% | −37−5.4% | Reduced |
| Petrus Trust Company, LTA | 652 | $296.4K | 0.03% | +652 | New |
| IHT Wealth Management, LLC | 657 | $298.8K | 0.01% | −7−1.1% | Reduced |
| Apella Capital, LLC | 700 | $298.8K | 0.01% | −1−0.1% | Reduced |
| Savvy Advisors, Inc. | 659 | $299.6K | 0.03% | +659 | New |
| Eqis Capital Management, Inc. | 664 | $301.8K | 0.03% | −19−2.8% | Reduced |
| Security Financial Services, INC. | 666 | $302.8K | 0.06% | +69+11.6% | Added |
| Synovus Financial Corp | 668 | $303.7K | 0.00% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 670 | $304.6K | 0.06% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 672 | $305.5K | 0.00% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 673 | $306.0K | 0.04% | +112+20.0% | Added |
| Virtue Capital Management, LLC | 676 | $307.8K | 0.04% | +676 | New |
| Moneta Group Investment Advisors LLC | 682 | $310.1K | 0.00% | +125+22.4% | Added |
| Revisor Wealth Management LLC | 685 | $311.6K | 0.14% | +685 | New |
| Shepherd Financial Partners LLC | 687 | $312.3K | 0.04% | −117−14.6% | Reduced |
| Perpetual Ltd | 694 | $315.5K | 0.00% | −8−1.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 698 | $317.3K | 0.02% | +255+57.6% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 700 | $318.2K | 0.01% | −800−53.3% | Reduced |
| Parsons Capital Management Inc | 700 | $318.2K | 0.02% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 700 | $318.4K | 0.02% | 00.0% | Unchanged |
| Camden Capital, LLC | 701 | $318.6K | 0.03% | −177−20.2% | Reduced |
| Brady Family Wealth, LLC | 702 | $319.2K | 0.10% | +10+1.4% | Added |
| Diversified Enterprises, LLC | 702 | $319.3K | 0.03% | +65+10.2% | Added |
| Vestcor Inc | 704 | $320.0K | 0.01% | +3+0.4% | Added |
| Walleye Trading LLC | 709 | $322.3K | 0.01% | +709 | New |
| Wedbush Securities Inc | 716 | $326.0K | 0.01% | −63−8.1% | Reduced |
| MBB Public Markets I LLC | 720 | $327.3K | 0.04% | +720 | New |
| Leavell Investment Management, Inc. | 728 | $331.0K | 0.02% | −3−0.4% | Reduced |
| Callan Family Office, LLC | 745 | $338.7K | 0.03% | −1,206−61.8% | Reduced |
| Great Lakes Advisors, LLC | 751 | $341.4K | 0.00% | −7,771−91.2% | Reduced |
| Curated Wealth Partners LLC | 754 | $342.8K | 0.04% | +3+0.4% | Added |
| Natural Investments, LLC | 758 | $344.0K | 0.10% | +1+0.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 757 | $344.2K | 0.01% | −345−31.3% | Reduced |
| Pensionmark Financial Group, LLC | 761 | $346.0K | 0.01% | +223+41.4% | Added |
| Sowell Financial Services LLC | 764 | $347.4K | 0.02% | +764 | New |