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 |
|---|---|---|---|---|---|
| Panagora Asset Management Inc | 1,338 | $608.3K | 0.00% | −2,585−65.9% | Reduced |
| QRG Capital Management, Inc. | 1,339 | $608.9K | 0.01% | +60+4.7% | Added |
| Verition Fund Management LLC | 1,396 | $634.7K | 0.00% | −45,266−97.0% | Reduced |
| HB Wealth Management, LLC | 1,427 | $648.8K | 0.01% | +903+172.3% | Added |
| Snowden Capital Advisors LLC | 1,433 | $651.5K | 0.02% | −20−1.4% | Reduced |
| Conestoga Capital Advisors, LLC | 1,437 | $653.3K | 0.01% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 1,444 | $656.5K | 0.09% | −19−1.3% | Reduced |
| J. W. Coons Advisors, LLC | 1,445 | $657.0K | 0.17% | 00.0% | Unchanged |
| PGGM Investments | 1,444 | $657.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 1,457 | $662.2K | 0.07% | +20+1.4% | Added |
| SlateStone Wealth, LLC | 1,465 | $666.0K | 0.07% | +1,465 | New |
| CWM, LLC | 1,469 | $668.0K | 0.00% | −357−19.6% | Reduced |
| Fifth Third Bancorp | 1,470 | $668.3K | 0.00% | +23+1.6% | Added |
| CoreCap Advisors, LLC | 1,477 | $671.7K | 0.03% | +143+10.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 1,479 | $672.4K | 0.05% | +1,479 | New |
| Anchor Capital Advisors LLC | 1,500 | $682.0K | 0.02% | 00.0% | Unchanged |
| Omers Administration Corp | 1,510 | $686.5K | 0.01% | −177−10.5% | Reduced |
| Promus Capital, LLC | 1,534 | $697.4K | 0.53% | +107+7.5% | Added |
| Advisors Preferred, LLC | 1,553 | $709.7K | 0.10% | +1,553 | New |
| Gamco Investors, Inc. Et Al | 1,565 | $711.5K | 0.01% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 1,599 | $727.0K | 0.01% | −3,568−69.1% | Reduced |
| Assenagon Asset Management S.A. | 1,665 | $757.0K | 0.00% | −4,831−74.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 1,685 | $766.1K | 0.01% | −421−20.0% | Reduced |
| Congress Asset Management Co | 1,691 | $768.8K | 0.01% | −229,107−99.3% | Reduced |
| Board of the Pension Protection Fund | 1,700 | $772.9K | 0.88% | +800+88.9% | Added |
| Glenmede Trust Co NA | 1,738 | $790.2K | 0.00% | −74−4.1% | Reduced |
| Tower Research Capital LLC (TRC) | 1,757 | $798.8K | 0.02% | −1,212−40.8% | Reduced |
| SkyView Investment Advisors, LLC | 1,761 | $800.0K | 0.12% | +99+6.0% | Added |
| Natixis | 1,776 | $801.0K | 0.00% | −1,277−41.8% | Reduced |
| Chicago Capital, LLC | 1,771 | $805.2K | 0.02% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 1,778 | $808.4K | 0.02% | −327−15.5% | Reduced |
| Coldstream Capital Management Inc | 1,796 | $816.7K | 0.02% | −110−5.8% | Reduced |
| New Mexico Educational Retirement Board | 1,800 | $818.0K | 0.03% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 1,804 | $820.2K | 0.02% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 1,839 | $836.3K | 0.14% | −43−2.3% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 1,753 | $842.0K | 0.27% | −6−0.3% | Reduced |
| Gibbs Wealth Management | 1,853 | $842.5K | 0.20% | +367+24.7% | Added |
| Allianz Asset Management GmbH | 1,857 | $844.3K | 0.00% | −1,803−49.3% | Reduced |
| Stratos Wealth Partners, LTD. | 1,917 | $871.9K | 0.01% | −679−26.2% | Reduced |
| Norinchukin Bank, The | 1,919 | $872.5K | 0.02% | +249+14.9% | Added |
| Ostrum Asset Management | 1,932 | $878.4K | 0.05% | −1,738−47.4% | Reduced |
| Private Advisor Group, LLC | 1,933 | $878.9K | 0.01% | +477+32.8% | Added |
| Pacer Advisors, Inc. | 1,943 | $883.4K | 0.00% | −1,088−35.9% | Reduced |
| Valmark Advisers, Inc. | 1,944 | $883.8K | 0.01% | +3+0.2% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 1,937 | $885.3K | 0.64% | +141+7.9% | Added |
| Integrated Wealth Concepts LLC | 1,949 | $886.0K | 0.01% | −44−2.2% | Reduced |
| Argent Capital Management LLC | 1,955 | $888.8K | 0.03% | 00.0% | Unchanged |
| Diversified Trust Co | 1,956 | $889.3K | 0.02% | −8−0.4% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 1,966 | $893.8K | 0.42% | +6+0.3% | Added |
| Benjamin Edwards Inc | 1,998 | $908.5K | 0.01% | +36+1.8% | Added |
| Louisiana State Employees Retirement System | 2,000 | $909.3K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,029 | $910.8K | 0.00% | +393+24.0% | Added |
| Kinneret Advisory, LLC | 2,014 | $915.6K | 0.09% | −7−0.3% | Reduced |
| Allstate Corp | 2,026 | $921.1K | 0.03% | +908+81.2% | Added |
| Davenport & Co LLC | 2,042 | $928.4K | 0.01% | +359+21.3% | Added |
| Landscape Capital Management, L.L.C. | 2,058 | $935.6K | 0.08% | +2,058 | New |
| Kestra Private Wealth Services, LLC | 2,061 | $937.0K | 0.02% | +44+2.2% | Added |
| Gulf International Bank (UK) Ltd | 2,076 | $943.0K | 0.03% | −908−30.4% | Reduced |
| Securian Asset Management, Inc | 2,088 | $949.3K | 0.03% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 2,090 | $950.2K | 0.02% | −185−8.1% | Reduced |
| Manchester Capital Management LLC | 2,092 | $951.1K | 0.12% | −16−0.8% | Reduced |
| Schroder Investment Management Group | 2,210 | $991.8K | 0.00% | −351−13.7% | Reduced |
| Trail Ridge Investment Advisors, LLC | 2,200 | $1.00M | 0.52% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 2,218 | $1.01M | 0.33% | +46+2.1% | Added |
| Advisory Services Network, LLC | 2,243 | $1.02M | 0.02% | −183−7.5% | Reduced |
| Institute for Wealth Management, LLC. | 2,255 | $1.03M | 0.13% | +108+5.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 2,270 | $1.03M | 0.00% | −1,223−35.0% | Reduced |
| Novem Group | 2,279 | $1.04M | 0.15% | +611+36.6% | Added |
| Blair William & Co | 2,295 | $1.04M | 0.00% | −63−2.7% | Reduced |
| Hartford Investment Management Co | 2,319 | $1.05M | 0.04% | −24−1.0% | Reduced |
| Bullock Wealth Management Group | 2,311 | $1.06M | 0.59% | −137−5.6% | Reduced |
| Palisade Asset Management, LLC | 2,345 | $1.07M | 0.11% | +100+4.5% | Added |
| Profit Investment Management, LLC | 2,349 | $1.07M | 0.99% | 00.0% | Unchanged |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 2,358 | $1.07M | 0.58% | +2,358 | New |
| Mercer Global Advisors Inc | 2,362 | $1.07M | 0.00% | +260+12.4% | Added |
| Colony Group, LLC | 2,369 | $1.08M | 0.00% | −1,001−29.7% | Reduced |
| Vident Advisory, LLC | 2,376 | $1.08M | 0.02% | +1,100+86.2% | Added |
| Dock Street Asset Management Inc | 2,377 | $1.08M | 0.13% | +1,356+132.8% | Added |
| Connable Office Inc | 2,390 | $1.09M | 0.12% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 2,398 | $1.09M | 0.18% | −1,053−30.5% | Reduced |
| Radnor Capital Management, LLC | 2,410 | $1.10M | 0.18% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 2,415 | $1.10M | 0.03% | −144−5.6% | Reduced |
| Texas Yale Capital Corp. | 2,432 | $1.11M | 0.05% | +977+67.1% | Added |
| Legacy Advisors, LLC | 2,463 | $1.12M | 0.12% | −28−1.1% | Reduced |
| Henshaw Capital LLC | 2,481 | $1.13M | 0.05% | +246+11.0% | Added |
| Lido Advisors, LLC | 2,494 | $1.13M | 0.01% | −158−6.0% | Reduced |
| MML Investors Services, LLC | 2,510 | $1.14M | 0.00% | +208+9.0% | Added |
| Burney Co | 2,538 | $1.15M | 0.04% | −180−6.6% | Reduced |
| Dakota Wealth Management | 2,544 | $1.16M | 0.03% | +46+1.8% | Added |
| Prime Capital Investment Advisors, LLC | 2,546 | $1.16M | 0.01% | +84+3.4% | Added |
| Knollwood Investment Advisory, LLC | 2,550 | $1.16M | 0.13% | 00.0% | Unchanged |
| McDonald Partners LLC | 2,518 | $1.16M | 0.30% | +171+7.3% | Added |
| Ethic Inc. | 2,541 | $1.16M | 0.02% | −401−13.6% | Reduced |
| Arkadios Wealth Advisors | 2,572 | $1.17M | 0.04% | +6+0.2% | Added |
| Wealthfront Advisers LLC | 2,680 | $1.22M | 0.00% | +696+35.1% | Added |
| Kingsview Wealth Management, LLC | 2,705 | $1.23M | 0.02% | −27−1.0% | Reduced |
| Marshall Financial Group LLC | 2,711 | $1.23M | 0.27% | +131+5.1% | Added |
| Mission Wealth Management, LP | 2,748 | $1.25M | 0.03% | +143+5.5% | Added |
| SG Americas Securities, LLC | 2,766 | $1.26M | 0.00% | +1,703+160.2% | Added |
| Ossiam | 2,795 | $1.27M | 0.02% | −21−0.7% | Reduced |