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 |
|---|---|---|---|---|---|
| Pathstone Holdings, LLC | 9,117 | $4.15M | 0.02% | +268+3.0% | Added |
| Capital Insight Partners, LLC | 8,935 | $4.06M | 0.71% | −519−5.5% | Reduced |
| Two Sigma Advisers, LP | 8,900 | $4.05M | 0.01% | +8,900 | New |
| Susquehanna Fundamental Investments, LLC | 8,783 | $3.99M | 0.07% | −14,965−63.0% | Reduced |
| Somerset Trust Co | 8,735 | $3.97M | 1.41% | +322+3.8% | Added |
| Czech National Bank | 8,734 | $3.97M | 0.04% | +497+6.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,697 | $3.95M | 0.02% | +619+7.7% | Added |
| Birch Capital Management, LLC | 8,611 | $3.91M | 2.04% | +25+0.3% | Added |
| Brown Advisory Inc | 8,606 | $3.91M | 0.01% | −39−0.5% | Reduced |
| Stephens Inc | 8,578 | $3.90M | 0.06% | −127−1.5% | Reduced |
| Van Eck Associates Corp | 8,465 | $3.85M | 0.00% | +198+2.4% | Added |
| La Banque Postale Asset Management SA | 8,442 | $3.84M | 0.06% | +265+3.2% | Added |
| Intech Investment Management LLC | 8,404 | $3.82M | 0.04% | +617+7.9% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 8,298 | $3.77M | 0.02% | +800+10.7% | Added |
| Retirement Systems of Alabama | 8,173 | $3.72M | 0.01% | −52−0.6% | Reduced |
| Eukles Asset Management | 8,053 | $3.66M | 1.61% | +229+2.9% | Added |
| Linden Thomas Advisory Services, LLC | 8,017 | $3.64M | 0.47% | +126+1.6% | Added |
| Amalgamated Bank | 7,973 | $3.63M | 0.03% | +37+0.5% | Added |
| Sciencast Management LP | 7,737 | $3.52M | 0.81% | +2,267+41.4% | Added |
| Exchange Traded Concepts, LLC | 7,690 | $3.50M | 0.06% | +7,563+5,955.1% | Added |
| Mackenzie Financial Corp | 7,476 | $3.40M | 0.00% | +1,315+21.3% | Added |
| Coastal Bridge Advisors, LLC | 7,426 | $3.38M | 0.48% | +12+0.2% | Added |
| Susquehanna International Group, LLP | 7,276 | $3.31M | 0.01% | −67,283−90.2% | Reduced |
| British Columbia Investment Management Corp | 7,273 | $3.31M | 0.02% | −11−0.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 7,146 | $3.25M | 0.20% | +344+5.1% | Added |
| Prospera Financial Services Inc | 7,009 | $3.19M | 0.07% | −26−0.4% | Reduced |
| IFM Investors Pty Ltd | 6,965 | $3.17M | 0.03% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 6,836 | $3.11M | 0.01% | −2,292−25.1% | Reduced |
| Alberta Investment Management Corp | 6,800 | $3.09M | 0.02% | 00.0% | Unchanged |
| Tsai Capital Corp | 6,714 | $3.05M | 2.51% | +94+1.4% | Added |
| Xponance, Inc. | 6,558 | $2.98M | 0.03% | +147+2.3% | Added |
| DnB Asset Management AS | 6,502 | $2.96M | 0.01% | −104−1.6% | Reduced |
| Evoke Wealth, LLC | 6,314 | $2.87M | 0.07% | −847−11.8% | Reduced |
| Kensington Investment Counsel, LLC | 6,278 | $2.85M | 1.27% | −162−2.5% | Reduced |
| Utah Retirement Systems | 6,254 | $2.84M | 0.03% | 00.0% | Unchanged |
| Jump Financial, LLC | 6,056 | $2.75M | 0.04% | +5,547+1,089.8% | Added |
| Swiss Life Asset Management Ltd | 6,010 | $2.73M | 0.02% | +1,354+29.1% | Added |
| Bright Rock Capital Management, LLC | 6,000 | $2.73M | 0.57% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 5,927 | $2.69M | 0.01% | +1,557+35.6% | Added |
| Delta Global Management LP | 5,772 | $2.62M | 0.19% | +5,772 | New |
| FORA Capital, LLC | 5,746 | $2.61M | 0.26% | +5,746 | New |
| Strong Tower Advisory Services | 6,403 | $2.60M | 0.64% | +1,396+27.9% | Added |
| CIBC World Markets Inc. | 5,706 | $2.59M | 0.01% | +4,413+341.3% | Added |
| Accurate Wealth Management, LLC | 6,020 | $2.56M | 0.49% | +6,020 | New |
| Steward Partners Investment Advisory, LLC | 5,599 | $2.55M | 0.02% | −161−2.8% | Reduced |
| Teacher Retirement System of Texas | 5,560 | $2.53M | 0.01% | +5,560 | New |
| Illinois Municipal Retirement Fund | 5,557 | $2.53M | 0.04% | −1,324−19.2% | Reduced |
| Neuberger Berman Group LLC | 5,458 | $2.48M | 0.00% | −2,109−27.9% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 5,422 | $2.47M | 0.08% | −86−1.6% | Reduced |
| GWM Advisors LLC | 5,391 | $2.45M | 0.01% | +17+0.3% | Added |
| Concurrent Investment Advisors, LLC | 5,306 | $2.41M | 0.06% | +279+5.6% | Added |
| Andra AP-fonden | 5,300 | $2.41M | 0.04% | −7,000−56.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 5,286 | $2.40M | 0.10% | −281−5.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5,198 | $2.36M | 0.40% | +1,027+24.6% | Added |
| Stiles Financial Services Inc | 5,158 | $2.35M | 0.90% | −379−6.8% | Reduced |
| UniSuper Management Pty Ltd | 5,157 | $2.34M | 0.02% | +401+8.4% | Added |
| Warren Averett Asset Management, LLC | 5,110 | $2.32M | 0.03% | +219+4.5% | Added |
| KBC Group NV | 5,081 | $2.31M | 0.01% | −1,016−16.7% | Reduced |
| New York Life Investment Management LLC | 5,078 | $2.31M | 0.02% | −6−0.1% | Reduced |
| Nissay Asset Management Corp | 5,039 | $2.29M | 0.01% | +55+1.1% | Added |
| NewEdge Wealth, LLC | 5,033 | $2.29M | 0.04% | −496−9.0% | Reduced |
| Cetera Investment Advisers | 4,989 | $2.27M | 0.00% | −607−10.8% | Reduced |
| Azzad Asset Management Inc | 4,871 | $2.21M | 0.26% | +4,871 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 4,808 | $2.19M | 0.02% | +32+0.7% | Added |
| Captrust Financial Advisors | 4,804 | $2.18M | 0.01% | −97−2.0% | Reduced |
| Quantinno Capital Management LP | 4,781 | $2.17M | 0.01% | +1,316+38.0% | Added |
| XTX Topco Ltd | 4,769 | $2.17M | 0.11% | +4,769 | New |
| New Age Alpha Advisors, LLC | 4,735 | $2.15M | 0.10% | −4,477−48.6% | Reduced |
| ICW Investment Advisors LLC | 4,666 | $2.12M | 0.86% | +32+0.7% | Added |
| Palumbo Wealth Management LLC | 4,615 | $2.10M | 0.70% | +1,352+41.4% | Added |
| CIBC World Markets Corp | 4,585 | $2.08M | 0.02% | −1,390−23.3% | Reduced |
| Cerity Partners LLC | 4,540 | $2.06M | 0.00% | −342−7.0% | Reduced |
| PFG Advisors | 4,455 | $2.03M | 0.11% | +1,419+46.7% | Added |
| Mutual of America Capital Management LLC | 4,421 | $2.01M | 0.02% | −129−2.8% | Reduced |
| Sepio Capital, LP | 4,396 | $2.00M | 0.16% | −122−2.7% | Reduced |
| Greenleaf Trust | 4,388 | $1.99M | 0.02% | −144−3.2% | Reduced |
| Ameritas Investment Partners, Inc. | 4,358 | $1.98M | 0.07% | +205+4.9% | Added |
| Harbor Capital Advisors, Inc. | 4,355 | $1.98M | 0.09% | +105+2.5% | Added |
| Cascades Capital Asset Management, LLC | 4,336 | $1.97M | 1.06% | −43−1.0% | Reduced |
| Naples Global Advisors, LLC | 4,268 | $1.94M | 0.18% | +153+3.7% | Added |
| Quest Partners LLC | 4,253 | $1.93M | 0.21% | +3,883+1,049.5% | Added |
| Investment Management Corp of Ontario | 4,217 | $1.92M | 0.04% | +4,217 | New |
| Sterling Capital Management LLC | 4,208 | $1.91M | 0.03% | −491−10.4% | Reduced |
| Cordatus Wealth Management LLC | 4,183 | $1.90M | 0.52% | −13−0.3% | Reduced |
| Janus Henderson Group PLC | 4,216 | $1.89M | 0.00% | −26−0.6% | Reduced |
| Candriam Luxembourg S.C.A. | 4,041 | $1.84M | 0.01% | −515−11.3% | Reduced |
| LWM Advisory Services, LLC | 4,000 | $1.82M | 1.26% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 3,979 | $1.81M | 0.01% | +22+0.6% | Added |
| Bank of Nova Scotia | 3,972 | $1.81M | 0.00% | −1,101−21.7% | Reduced |
| OP Asset Management Ltd | 3,908 | $1.78M | 0.03% | +3,908 | New |
| Aurora Investment Managers, LLC. | 3,880 | $1.76M | 1.19% | −12−0.3% | Reduced |
| Public Employees Retirement Association of Colorado | 3,750 | $1.71M | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 3,750 | $1.70M | 0.09% | −30−0.8% | Reduced |
| Resources Investment Advisors, LLC. | 3,740 | $1.70M | 0.02% | +202+5.7% | Added |
| Creative Planning | 3,647 | $1.66M | 0.00% | −125−3.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,637 | $1.64M | 0.02% | +1,249+52.3% | Added |
| CI Private Wealth, LLC | 3,588 | $1.63M | 0.00% | −530−12.9% | Reduced |
| JustInvest LLC | 3,572 | $1.62M | 0.02% | +588+19.7% | Added |
| Nomura Holdings Inc | 3,562 | $1.62M | 0.01% | +2,307+183.8% | Added |
| Mirabella Financial Services LLP | 3,504 | $1.60M | 0.07% | +505+16.8% | Added |