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 |
|---|---|---|---|---|---|
| Daiwa Securities Group Inc. | 6,836 | $3.11M | 0.01% | −2,292−25.1% | Reduced |
| IFM Investors Pty Ltd | 6,965 | $3.17M | 0.03% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 7,009 | $3.19M | 0.07% | −26−0.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 7,146 | $3.25M | 0.20% | +344+5.1% | Added |
| British Columbia Investment Management Corp | 7,273 | $3.31M | 0.02% | −11−0.2% | Reduced |
| Susquehanna International Group, LLP | 7,276 | $3.31M | 0.01% | −67,283−90.2% | Reduced |
| Coastal Bridge Advisors, LLC | 7,426 | $3.38M | 0.48% | +12+0.2% | Added |
| Mackenzie Financial Corp | 7,476 | $3.40M | 0.00% | +1,315+21.3% | Added |
| Exchange Traded Concepts, LLC | 7,690 | $3.50M | 0.06% | +7,563+5,955.1% | Added |
| Sciencast Management LP | 7,737 | $3.52M | 0.81% | +2,267+41.4% | Added |
| Amalgamated Bank | 7,973 | $3.63M | 0.03% | +37+0.5% | Added |
| Linden Thomas Advisory Services, LLC | 8,017 | $3.64M | 0.47% | +126+1.6% | Added |
| Eukles Asset Management | 8,053 | $3.66M | 1.61% | +229+2.9% | Added |
| Retirement Systems of Alabama | 8,173 | $3.72M | 0.01% | −52−0.6% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 8,298 | $3.77M | 0.02% | +800+10.7% | Added |
| Intech Investment Management LLC | 8,404 | $3.82M | 0.04% | +617+7.9% | Added |
| La Banque Postale Asset Management SA | 8,442 | $3.84M | 0.06% | +265+3.2% | Added |
| Van Eck Associates Corp | 8,465 | $3.85M | 0.00% | +198+2.4% | Added |
| Stephens Inc | 8,578 | $3.90M | 0.06% | −127−1.5% | Reduced |
| Brown Advisory Inc | 8,606 | $3.91M | 0.01% | −39−0.5% | Reduced |
| Birch Capital Management, LLC | 8,611 | $3.91M | 2.04% | +25+0.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,697 | $3.95M | 0.02% | +619+7.7% | Added |
| Czech National Bank | 8,734 | $3.97M | 0.04% | +497+6.0% | Added |
| Somerset Trust Co | 8,735 | $3.97M | 1.41% | +322+3.8% | Added |
| Susquehanna Fundamental Investments, LLC | 8,783 | $3.99M | 0.07% | −14,965−63.0% | Reduced |
| Two Sigma Advisers, LP | 8,900 | $4.05M | 0.01% | +8,900 | New |
| Capital Insight Partners, LLC | 8,935 | $4.06M | 0.71% | −519−5.5% | Reduced |
| Pathstone Holdings, LLC | 9,117 | $4.15M | 0.02% | +268+3.0% | Added |
| Corebridge Financial, Inc. | 9,127 | $4.15M | 0.02% | −307−3.3% | Reduced |
| Stonebridge Financial Group, LLC | 9,430 | $4.29M | 0.46% | +276+3.0% | Added |
| Kovitz Investment Group Partners, LLC | 9,485 | $4.31M | 0.02% | +99+1.1% | Added |
| US Bancorp | 9,510 | $4.32M | 0.01% | −3,049−24.3% | Reduced |
| DekaBank Deutsche Girozentrale | 9,704 | $4.33M | 0.01% | −51−0.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 9,544 | $4.34M | 0.03% | +873+10.1% | Added |
| Commonwealth Equity Services, LLC | 9,861 | $4.48M | 0.01% | −474−4.6% | Reduced |
| Fisher Asset Management, LLC | 9,997 | $4.55M | 0.00% | −37,786−79.1% | Reduced |
| Handelsbanken Fonder AB | 10,051 | $4.57M | 0.02% | 00.0% | Unchanged |
| M&T Bank Corp | 10,160 | $4.62M | 0.02% | −1,738−14.6% | Reduced |
| Public Sector Pension Investment Board | 10,193 | $4.63M | 0.02% | +328+3.3% | Added |
| Parr McKnight Wealth Management Group, LLC | 10,214 | $4.64M | 0.67% | +201+2.0% | Added |
| Jensen Investment Management Inc | 10,400 | $4.73M | 0.05% | −1,600−13.3% | Reduced |
| MetLife Investment Management | 10,464 | $4.76M | 0.03% | −187−1.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 10,515 | $4.78M | 0.12% | +4,809+84.3% | Added |
| State of Tennessee, Treasury Department | 10,559 | $4.80M | 0.02% | −266−2.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 10,583 | $4.81M | 0.02% | +1,207+12.9% | Added |
| Regions Financial Corp | 10,616 | $4.83M | 0.04% | −115−1.1% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 10,739 | $4.88M | 0.06% | −1,900−15.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 10,828 | $4.92M | 0.12% | +447+4.3% | Added |
| Storebrand Asset Management AS | 10,891 | $4.95M | 0.02% | −5,320−32.8% | Reduced |
| GHP Investment Advisors, Inc. | 10,906 | $4.96M | 0.24% | +10,878+38,850.0% | Added |
| Arizona State Retirement System | 10,998 | $5.00M | 0.03% | −50−0.5% | Reduced |
| Banco Santander, S.A. | 11,023 | $5.01M | 0.06% | +1,997+22.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 11,040 | $5.02M | 0.01% | +154+1.4% | Added |
| Nisa Investment Advisors, LLC | 11,082 | $5.04M | 0.03% | −1,121−9.2% | Reduced |
| Kornitzer Capital Management Inc | 11,144 | $5.07M | 0.10% | −30.0% | Reduced |
| JLB & Associates Inc | 11,236 | $5.11M | 0.71% | −150−1.3% | Reduced |
| Commerce Bank | 11,289 | $5.13M | 0.03% | +187+1.7% | Added |
| Advisor Group Holdings, Inc. | 11,322 | $5.16M | 0.01% | −674−5.6% | Reduced |
| American Century Companies Inc | 11,374 | $5.17M | 0.00% | −4,119−26.6% | Reduced |
| Core Alternative Capital | 11,494 | $5.23M | 1.26% | −2,391−17.2% | Reduced |
| State of New Jersey Common Pension Fund D | 11,939 | $5.43M | 0.02% | −1,392−10.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 12,109 | $5.50M | 0.06% | +10,792+819.4% | Added |
| Hendershot Investments Inc. | 12,110 | $5.51M | 0.75% | +38+0.3% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 12,296 | $5.59M | 0.03% | +107+0.9% | Added |
| Comerica Bank | 12,419 | $5.65M | 0.02% | +1,403+12.7% | Added |
| Rafferty Asset Management, LLC | 12,468 | $5.67M | 0.02% | −942−7.0% | Reduced |
| KLP Kapitalforvaltning AS | 12,600 | $5.73M | 0.03% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 12,873 | $5.81M | 0.07% | −849−6.2% | Reduced |
| State of Alaska, Department of Revenue | 12,880 | $5.86M | 0.07% | +120+0.9% | Added |
| Forsta Ap-Fonden | 12,900 | $5.86M | 0.04% | +2,800+27.7% | Added |
| CIBC Asset Management Inc | 13,376 | $6.08M | 0.02% | +7,574+130.5% | Added |
| Squarepoint Ops LLC | 13,459 | $6.12M | 0.01% | +10,999+447.1% | Added |
| Credit Agricole S A | 13,603 | $6.18M | 0.02% | −691−4.8% | Reduced |
| Kempen Capital Management N.V. | 13,636 | $6.20M | 0.06% | +1,623+13.5% | Added |
| Beck Bode, LLC | 13,740 | $6.25M | 1.16% | −141−1.0% | Reduced |
| Mn Services Vermogensbeheer B.V. | 13,800 | $6.27M | 0.05% | −1,100−7.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 13,805 | $6.28M | 0.06% | +121+0.9% | Added |
| AXA S.A. | 13,911 | $6.32M | 0.02% | −3,423−19.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 14,000 | $6.36M | 0.01% | −17,300−55.3% | Reduced |
| Mariner, LLC | 14,074 | $6.40M | 0.01% | −1,475−9.5% | Reduced |
| Public Employees Retirement System of Ohio | 14,178 | $6.45M | 0.02% | −2,051−12.6% | Reduced |
| AdvisorShares Investments LLC | 14,508 | $6.63M | 1.30% | −135−0.9% | Reduced |
| Mediolanum International Funds Ltd | 14,949 | $6.71M | 0.09% | −8,769−37.0% | Reduced |
| Heartland Advisors Inc | 14,929 | $6.79M | 0.39% | +14,929 | New |
| Toronto Dominion Bank | 15,094 | $6.86M | 0.02% | −5,638−27.2% | Reduced |
| Gabelli Funds LLC | 15,230 | $6.92M | 0.05% | +10,730+238.4% | Added |
| Gateway Investment Advisers LLC | 15,334 | $6.97M | 0.08% | −27−0.2% | Reduced |
| Atria Investments LLC | 15,689 | $7.13M | 0.09% | +47+0.3% | Added |
| First Trust Advisors LP | 15,745 | $7.16M | 0.01% | +6,828+76.6% | Added |
| Asset Management One Co.,Ltd. | 15,749 | $7.16M | 0.02% | +1,508+10.6% | Added |
| Schonfeld Strategic Advisors LLC | 15,858 | $7.21M | 0.05% | −216−1.3% | Reduced |
| Resona Asset Management Co.,Ltd. | 16,041 | $7.26M | 0.04% | +4,150+34.9% | Added |
| Tudor Investment Corp Et Al | 16,007 | $7.28M | 0.06% | +14,752+1,175.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,450 | $7.48M | 0.02% | +112+0.7% | Added |
| Willis Investment Counsel | 16,486 | $7.50M | 0.50% | −41,724−71.7% | Reduced |
| Sanctuary Advisors, LLC | 16,768 | $7.62M | 0.05% | −334−2.0% | Reduced |
| Yousif Capital Management, LLC | 17,017 | $7.74M | 0.09% | +12,391+267.9% | Added |
| ExodusPoint Capital Management, LP | 17,172 | $7.81M | 0.10% | +2,061+13.6% | Added |
| Treasurer of the State of North Carolina | 17,400 | $7.91M | 0.03% | −3,689−17.5% | Reduced |
| Korea Investment CORP | 17,526 | $7.97M | 0.02% | +3,300+23.2% | Added |