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 |
|---|---|---|---|---|---|
| Teachers Retirement System of the State of Kentucky | 2,829 | $1.29M | 0.01% | 00.0% | Unchanged |
| Mizuho Markets Americas LLC | 2,848 | $1.29M | 0.03% | +2,848 | New |
| Spinnaker Trust | 2,922 | $1.33M | 0.09% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 2,993 | $1.36M | 0.26% | −201−6.3% | Reduced |
| Tredje AP-fonden | 2,994 | $1.36M | 0.01% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 2,998 | $1.36M | 0.04% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 3,032 | $1.38M | 0.58% | +1,329+78.0% | Added |
| Northwestern Mutual Wealth Management Co | 3,034 | $1.38M | 0.00% | −6,386−67.8% | Reduced |
| Pacific Point Advisors, LLC | 3,042 | $1.38M | 0.78% | +295+10.7% | Added |
| Mizuho Securities USA LLC | 3,045 | $1.38M | 0.03% | −555−15.4% | Reduced |
| Integrated Investment Consultants, LLC | 3,056 | $1.39M | 0.28% | +25+0.8% | Added |
| Shell Asset Management Co | 3,057 | $1.39M | 0.07% | −128−4.0% | Reduced |
| Avanza Fonder AB | 3,084 | $1.39M | 0.05% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 3,135 | $1.43M | 0.00% | +1,926+159.3% | Added |
| Achmea Investment Management B.V. | 3,152 | $1.43M | 0.02% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 3,180 | $1.45M | 0.14% | −120−3.6% | Reduced |
| Metis Global Partners, LLC | 3,201 | $1.46M | 0.04% | +413+14.8% | Added |
| Prudential PLC | 3,237 | $1.47M | 0.01% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 3,258 | $1.48M | 0.03% | 00.0% | Unchanged |
| Logan Capital Management Inc | 3,271 | $1.49M | 0.07% | −6−0.2% | Reduced |
| Wolf Group Capital Advisors | 3,335 | $1.52M | 0.51% | −265−7.4% | Reduced |
| Eads & Heald Wealth Management | 3,363 | $1.53M | 0.78% | −64−1.9% | Reduced |
| Nicholson Wealth Management Group, LLC | 3,371 | $1.53M | 1.01% | +84+2.6% | Added |
| Taylor Frigon Capital Management LLC | 3,385 | $1.54M | 0.92% | +18+0.5% | Added |
| Allspring Global Investments Holdings, LLC | 3,372 | $1.54M | 0.00% | −52−1.5% | Reduced |
| Rakuten Investment Management, Inc. | 3,476 | $1.56M | 0.01% | +3,476 | New |
| Gotham Asset Management, LLC | 3,434 | $1.56M | 0.01% | +3,434 | New |
| Ofi Invest Asset Management | 3,741 | $1.57M | 0.04% | −959−20.4% | Reduced |
| Mirabella Financial Services LLP | 3,504 | $1.60M | 0.07% | +505+16.8% | Added |
| Nomura Holdings Inc | 3,562 | $1.62M | 0.01% | +2,307+183.8% | Added |
| JustInvest LLC | 3,572 | $1.62M | 0.02% | +588+19.7% | Added |
| CI Private Wealth, LLC | 3,588 | $1.63M | 0.00% | −530−12.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,637 | $1.64M | 0.02% | +1,249+52.3% | Added |
| Creative Planning | 3,647 | $1.66M | 0.00% | −125−3.3% | Reduced |
| Resources Investment Advisors, LLC. | 3,740 | $1.70M | 0.02% | +202+5.7% | Added |
| Venturi Wealth Management, LLC | 3,750 | $1.70M | 0.09% | −30−0.8% | Reduced |
| Public Employees Retirement Association of Colorado | 3,750 | $1.71M | 0.01% | 00.0% | Unchanged |
| Aurora Investment Managers, LLC. | 3,880 | $1.76M | 1.19% | −12−0.3% | Reduced |
| OP Asset Management Ltd | 3,908 | $1.78M | 0.03% | +3,908 | New |
| Bank of Nova Scotia | 3,972 | $1.81M | 0.00% | −1,101−21.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,979 | $1.81M | 0.01% | +22+0.6% | Added |
| LWM Advisory Services, LLC | 4,000 | $1.82M | 1.26% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 4,041 | $1.84M | 0.01% | −515−11.3% | Reduced |
| Janus Henderson Group PLC | 4,216 | $1.89M | 0.00% | −26−0.6% | Reduced |
| Cordatus Wealth Management LLC | 4,183 | $1.90M | 0.52% | −13−0.3% | Reduced |
| Sterling Capital Management LLC | 4,208 | $1.91M | 0.03% | −491−10.4% | Reduced |
| Investment Management Corp of Ontario | 4,217 | $1.92M | 0.04% | +4,217 | New |
| Quest Partners LLC | 4,253 | $1.93M | 0.21% | +3,883+1,049.5% | Added |
| Naples Global Advisors, LLC | 4,268 | $1.94M | 0.18% | +153+3.7% | Added |
| Cascades Capital Asset Management, LLC | 4,336 | $1.97M | 1.06% | −43−1.0% | Reduced |
| Harbor Capital Advisors, Inc. | 4,355 | $1.98M | 0.09% | +105+2.5% | Added |
| Ameritas Investment Partners, Inc. | 4,358 | $1.98M | 0.07% | +205+4.9% | Added |
| Greenleaf Trust | 4,388 | $1.99M | 0.02% | −144−3.2% | Reduced |
| Sepio Capital, LP | 4,396 | $2.00M | 0.16% | −122−2.7% | Reduced |
| Mutual of America Capital Management LLC | 4,421 | $2.01M | 0.02% | −129−2.8% | Reduced |
| PFG Advisors | 4,455 | $2.03M | 0.11% | +1,419+46.7% | Added |
| Cerity Partners LLC | 4,540 | $2.06M | 0.00% | −342−7.0% | Reduced |
| CIBC World Markets Corp | 4,585 | $2.08M | 0.02% | −1,390−23.3% | Reduced |
| Palumbo Wealth Management LLC | 4,615 | $2.10M | 0.70% | +1,352+41.4% | Added |
| ICW Investment Advisors LLC | 4,666 | $2.12M | 0.86% | +32+0.7% | Added |
| New Age Alpha Advisors, LLC | 4,735 | $2.15M | 0.10% | −4,477−48.6% | Reduced |
| XTX Topco Ltd | 4,769 | $2.17M | 0.11% | +4,769 | New |
| Quantinno Capital Management LP | 4,781 | $2.17M | 0.01% | +1,316+38.0% | Added |
| Captrust Financial Advisors | 4,804 | $2.18M | 0.01% | −97−2.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 4,808 | $2.19M | 0.02% | +32+0.7% | Added |
| Azzad Asset Management Inc | 4,871 | $2.21M | 0.26% | +4,871 | New |
| Cetera Investment Advisers | 4,989 | $2.27M | 0.00% | −607−10.8% | Reduced |
| NewEdge Wealth, LLC | 5,033 | $2.29M | 0.04% | −496−9.0% | Reduced |
| Nissay Asset Management Corp | 5,039 | $2.29M | 0.01% | +55+1.1% | Added |
| New York Life Investment Management LLC | 5,078 | $2.31M | 0.02% | −6−0.1% | Reduced |
| KBC Group NV | 5,081 | $2.31M | 0.01% | −1,016−16.7% | Reduced |
| Warren Averett Asset Management, LLC | 5,110 | $2.32M | 0.03% | +219+4.5% | Added |
| UniSuper Management Pty Ltd | 5,157 | $2.34M | 0.02% | +401+8.4% | Added |
| Stiles Financial Services Inc | 5,158 | $2.35M | 0.90% | −379−6.8% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5,198 | $2.36M | 0.40% | +1,027+24.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 5,286 | $2.40M | 0.10% | −281−5.0% | Reduced |
| Andra AP-fonden | 5,300 | $2.41M | 0.04% | −7,000−56.9% | Reduced |
| Concurrent Investment Advisors, LLC | 5,306 | $2.41M | 0.06% | +279+5.6% | Added |
| GWM Advisors LLC | 5,391 | $2.45M | 0.01% | +17+0.3% | Added |
| Sanibel Captiva Trust Company, Inc. | 5,422 | $2.47M | 0.08% | −86−1.6% | Reduced |
| Neuberger Berman Group LLC | 5,458 | $2.48M | 0.00% | −2,109−27.9% | Reduced |
| Illinois Municipal Retirement Fund | 5,557 | $2.53M | 0.04% | −1,324−19.2% | Reduced |
| Teacher Retirement System of Texas | 5,560 | $2.53M | 0.01% | +5,560 | New |
| Steward Partners Investment Advisory, LLC | 5,599 | $2.55M | 0.02% | −161−2.8% | Reduced |
| Accurate Wealth Management, LLC | 6,020 | $2.56M | 0.49% | +6,020 | New |
| CIBC World Markets Inc. | 5,706 | $2.59M | 0.01% | +4,413+341.3% | Added |
| Strong Tower Advisory Services | 6,403 | $2.60M | 0.64% | +1,396+27.9% | Added |
| FORA Capital, LLC | 5,746 | $2.61M | 0.26% | +5,746 | New |
| Delta Global Management LP | 5,772 | $2.62M | 0.19% | +5,772 | New |
| Wealth Enhancement Advisory Services, LLC | 5,927 | $2.69M | 0.01% | +1,557+35.6% | Added |
| Bright Rock Capital Management, LLC | 6,000 | $2.73M | 0.57% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 6,010 | $2.73M | 0.02% | +1,354+29.1% | Added |
| Jump Financial, LLC | 6,056 | $2.75M | 0.04% | +5,547+1,089.8% | Added |
| Utah Retirement Systems | 6,254 | $2.84M | 0.03% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 6,278 | $2.85M | 1.27% | −162−2.5% | Reduced |
| Evoke Wealth, LLC | 6,314 | $2.87M | 0.07% | −847−11.8% | Reduced |
| DnB Asset Management AS | 6,502 | $2.96M | 0.01% | −104−1.6% | Reduced |
| Xponance, Inc. | 6,558 | $2.98M | 0.03% | +147+2.3% | Added |
| Tsai Capital Corp | 6,714 | $3.05M | 2.51% | +94+1.4% | Added |
| Alberta Investment Management Corp | 6,800 | $3.09M | 0.02% | 00.0% | Unchanged |