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 |
|---|---|---|---|---|---|
| Haverford Trust Co | 772 | $351.0K | 0.00% | −2−0.3% | Reduced |
| Aureus Asset Management, LLC | 775 | $352.3K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 783 | $355.9K | 0.02% | +167+27.1% | Added |
| Axq Capital, LP | 788 | $358.3K | 0.14% | +788 | New |
| Belpointe Asset Management LLC | 788 | $358.4K | 0.02% | −35−4.3% | Reduced |
| Strategy Asset Managers LLC | 790 | $358.9K | 0.07% | +44+5.9% | Added |
| Counterpoint Mutual Funds LLC | 797 | $362.3K | 0.05% | +797 | New |
| Crossmark Global Holdings, Inc. | 809 | $367.8K | 0.01% | +38+4.9% | Added |
| West Coast Financial LLC | 819 | $372.4K | 0.04% | −115−12.3% | Reduced |
| Alps Advisors Inc | 822 | $373.7K | 0.00% | +25+3.1% | Added |
| Perbak Capital Partners LLP | 828 | $376.4K | 0.28% | +828 | New |
| MAI Capital Management | 836 | $380.0K | 0.00% | +7+0.8% | Added |
| Main Street Financial Solutions, LLC | 843 | $383.3K | 0.03% | −13−1.5% | Reduced |
| Kestra Advisory Services, LLC | 846 | $384.6K | 0.00% | −995−54.0% | Reduced |
| Lafayette Investments, Inc. | 846 | $384.6K | 0.08% | +117+16.0% | Added |
| Mutual Advisors, LLC | 916 | $388.7K | 0.01% | +103+12.7% | Added |
| Spire Wealth Management | 859 | $390.4K | 0.01% | −53−5.8% | Reduced |
| Legacy Financial Advisors, Inc. | 860 | $391.1K | 0.07% | +10+1.2% | Added |
| Beacon Investment Advisory Services, Inc. | 864 | $392.8K | 0.02% | 00.0% | Unchanged |
| S-Bank Fund Management Ltd | 864 | $392.8K | 0.07% | +864 | New |
| United Services Automobile Association | 878 | $394.0K | 0.01% | +878 | New |
| Alhambra Investment Partners LLC | 870 | $395.5K | 0.20% | −120−12.1% | Reduced |
| Harbor Investment Advisory, LLC | 870 | $395.5K | 0.04% | +7+0.8% | Added |
| Signal Advisors Wealth, LLC | 873 | $396.7K | 0.04% | +3+0.3% | Added |
| Outlook Wealth Advisors, LLC | 891 | $405.1K | 0.11% | +7+0.8% | Added |
| Roberts Glore & Co Inc | 897 | $407.8K | 0.12% | −50−5.3% | Reduced |
| TruNorth Capital Management, LLC | 900 | $409.2K | 0.10% | +900 | New |
| HighPoint Advisor Group LLC | 955 | $409.6K | 0.02% | −75−7.3% | Reduced |
| Andina Capital Management, LLC | 907 | $412.5K | 0.29% | +174+23.7% | Added |
| Numerai GP LLC | 908 | $412.8K | 0.08% | −1,492−62.2% | Reduced |
| Atlas Legacy Advisors, LLC | 920 | $418.3K | 0.11% | +2+0.2% | Added |
| Wallace Advisory Group, LLC | 885 | $425.0K | 0.29% | −9−1.0% | Reduced |
| National Philanthropic Trust | 940 | $427.4K | 0.01% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 942 | $428.2K | 0.03% | −29−3.0% | Reduced |
| Apeiron RIA LLC | 945 | $429.5K | 0.13% | +59+6.7% | Added |
| Ci Investments Inc. | 945 | $430.0K | 0.00% | +92+10.8% | Added |
| D. E. Shaw & Co., Inc. | 946 | $430.1K | 0.00% | −3,644−79.4% | Reduced |
| GAMMA Investing LLC | 946 | $430.1K | 0.03% | −115−10.8% | Reduced |
| Daymark Wealth Partners, LLC | 957 | $435.3K | 0.02% | −12−1.2% | Reduced |
| Toroso Investments, LLC | 960 | $436.5K | 0.00% | −128−11.8% | Reduced |
| Douglass Winthrop Advisors, LLC | 971 | $441.5K | 0.01% | 00.0% | Unchanged |
| Empirical Finance, LLC | 971 | $441.5K | 0.03% | +54+5.9% | Added |
| Empowered Funds, LLC | 972 | $441.9K | 0.01% | +210+27.6% | Added |
| Stock Yards Bank & Trust Co | 978 | $444.6K | 0.02% | −13−1.3% | Reduced |
| Silver Lake Advisory, LLC | 981 | $446.2K | 0.19% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 988 | $449.2K | 0.14% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 993 | $451.5K | 0.04% | −1,058−51.6% | Reduced |
| Leonteq Securities AG | 995 | $452.3K | 0.03% | +301+43.4% | Added |
| Ballentine Partners, LLC | 998 | $453.7K | 0.01% | +10+1.0% | Added |
| Amiral Gestion | 1,000 | $454.6K | 0.25% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 1,023 | $465.1K | 0.13% | −9−0.9% | Reduced |
| Wesbanco Bank Inc | 1,029 | $467.8K | 0.02% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 1,029 | $467.8K | 0.07% | +40+4.0% | Added |
| Cresset Asset Management, LLC | 1,043 | $474.2K | 0.00% | −336−24.4% | Reduced |
| Lindenwold Advisors | 1,045 | $475.1K | 0.26% | −17−1.6% | Reduced |
| Aspen Grove Capital, LLC | 1,046 | $475.6K | 0.09% | +1,046 | New |
| Alliance Wealth Advisors, LLC | 1,056 | $480.1K | 0.13% | −868−45.1% | Reduced |
| LMCG Investments, LLC | 1,056 | $480.1K | 0.03% | −10−0.9% | Reduced |
| Ninety One SA (PTY) Ltd | 1,068 | $485.6K | 0.09% | +21+2.0% | Added |
| Miracle Mile Advisors, LLC | 1,074 | $488.3K | 0.01% | −22−2.0% | Reduced |
| Empirical Asset Management, LLC | 1,076 | $489.0K | 0.17% | −1,692−61.1% | Reduced |
| Sequoia Financial Advisors, LLC | 1,077 | $489.7K | 0.00% | +58+5.7% | Added |
| Avantax Advisory Services, Inc. | 1,080 | $490.9K | 0.00% | −134−11.0% | Reduced |
| Financial Advocates Investment Management | 1,080 | $491.1K | 0.03% | +26+2.5% | Added |
| Provident Investment Management, Inc. | 1,083 | $492.4K | 0.05% | −20−1.8% | Reduced |
| Apollon Wealth Management, LLC | 1,084 | $492.9K | 0.01% | +106+10.8% | Added |
| Bryn Mawr Trust Co | 1,087 | $494.2K | 0.01% | +182+20.1% | Added |
| McElhenny Sheffield Capital Management, LLC | 1,090 | $495.6K | 0.19% | +1,090 | New |
| Tokio Marine Asset Management Co Ltd | 1,096 | $498.3K | 0.02% | +46+4.4% | Added |
| Birch Hill Investment Advisors LLC | 1,098 | $499.2K | 0.02% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 1,104 | $501.8K | 0.01% | +1,104 | New |
| Verity & Verity, LLC | 1,106 | $502.8K | 0.04% | +103+10.3% | Added |
| Applied Finance Capital Management, LLC | 1,112 | $505.6K | 0.04% | +55+5.2% | Added |
| HM Payson & Co | 1,116 | $507.4K | 0.01% | −172−13.4% | Reduced |
| Contravisory Investment Management, Inc. | 1,117 | $507.8K | 0.11% | +1,117 | New |
| D.A. Davidson & Co. | 1,118 | $508.5K | 0.00% | 00.0% | Unchanged |
| Summit Financial, LLC | 1,125 | $511.4K | 0.01% | +4+0.4% | Added |
| ASR Vermogensbeheer N.V. | 1,126 | $511.9K | 0.01% | +1,126 | New |
| Argent Trust Co | 1,144 | $520.1K | 0.02% | −70−5.8% | Reduced |
| denkapparat Operations GmbH | 1,148 | $521.9K | 0.55% | +596+108.0% | Added |
| Nilsine Partners, LLC | 1,152 | $523.7K | 0.06% | −71−5.8% | Reduced |
| Sage Private Wealth Group, LLC | 1,162 | $528.5K | 0.40% | +34+3.0% | Added |
| Vontobel Holding Ltd. | 1,173 | $533.3K | 0.00% | −109−8.5% | Reduced |
| Bessemer Group Inc | 1,176 | $535.0K | 0.00% | +870+284.3% | Added |
| Koshinski Asset Management, Inc. | 1,178 | $535.4K | 0.05% | +287+32.2% | Added |
| KFG Wealth Management, LLC | 1,195 | $543.4K | 0.10% | +69+6.1% | Added |
| Mayflower Financial Advisors, LLC | 1,201 | $546.2K | 0.08% | −2−0.2% | Reduced |
| Quantum Private Wealth, LLC | 1,202 | $546.5K | 0.21% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 1,210 | $550.1K | 0.01% | +4+0.3% | Added |
| Baker Tilly Wealth Management, LLC | 1,213 | $551.6K | 0.22% | −64−5.0% | Reduced |
| Mattern Wealth Management LLC | 1,226 | $557.3K | 0.12% | +49+4.2% | Added |
| Capital Investment Services of America, Inc. | 1,250 | $568.3K | 0.06% | −80−6.0% | Reduced |
| Park Avenue Securities LLC | 1,269 | $577.0K | 0.01% | −703−35.6% | Reduced |
| Atria Wealth Solutions, Inc. | 1,280 | $581.8K | 0.01% | +1,280 | New |
| Dividend Assets Capital, LLC | 1,285 | $584.2K | 0.11% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,470 | $586.3K | 0.00% | −117−7.4% | Reduced |
| Independent Advisor Alliance | 1,290 | $586.6K | 0.02% | +851+193.8% | Added |
| Global X Japan Co., Ltd. | 1,296 | $589.2K | 0.07% | +1,296 | New |
| Norden Group LLC | 1,296 | $589.2K | 0.07% | −2,052−61.3% | Reduced |
| Impact Capital Partners LLC | 1,306 | $593.8K | 0.22% | +91+7.5% | Added |