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 |
|---|---|---|---|---|---|
| Ofi Invest Asset Management | 3,741 | $1.57M | 0.04% | −959−20.4% | Reduced |
| Gotham Asset Management, LLC | 3,434 | $1.56M | 0.01% | +3,434 | New |
| Rakuten Investment Management, Inc. | 3,476 | $1.56M | 0.01% | +3,476 | New |
| Allspring Global Investments Holdings, LLC | 3,372 | $1.54M | 0.00% | −52−1.5% | Reduced |
| Taylor Frigon Capital Management LLC | 3,385 | $1.54M | 0.92% | +18+0.5% | Added |
| Nicholson Wealth Management Group, LLC | 3,371 | $1.53M | 1.01% | +84+2.6% | Added |
| Eads & Heald Wealth Management | 3,363 | $1.53M | 0.78% | −64−1.9% | Reduced |
| Wolf Group Capital Advisors | 3,335 | $1.52M | 0.51% | −265−7.4% | Reduced |
| Logan Capital Management Inc | 3,271 | $1.49M | 0.07% | −6−0.2% | Reduced |
| Oregon Public Employees Retirement Fund | 3,258 | $1.48M | 0.03% | 00.0% | Unchanged |
| Prudential PLC | 3,237 | $1.47M | 0.01% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 3,201 | $1.46M | 0.04% | +413+14.8% | Added |
| Penobscot Investment Management Company, Inc. | 3,180 | $1.45M | 0.14% | −120−3.6% | Reduced |
| Achmea Investment Management B.V. | 3,152 | $1.43M | 0.02% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 3,135 | $1.43M | 0.00% | +1,926+159.3% | Added |
| Avanza Fonder AB | 3,084 | $1.39M | 0.05% | 00.0% | Unchanged |
| Shell Asset Management Co | 3,057 | $1.39M | 0.07% | −128−4.0% | Reduced |
| Integrated Investment Consultants, LLC | 3,056 | $1.39M | 0.28% | +25+0.8% | Added |
| Mizuho Securities USA LLC | 3,045 | $1.38M | 0.03% | −555−15.4% | Reduced |
| Pacific Point Advisors, LLC | 3,042 | $1.38M | 0.78% | +295+10.7% | Added |
| Northwestern Mutual Wealth Management Co | 3,034 | $1.38M | 0.00% | −6,386−67.8% | Reduced |
| Gen-Wealth Partners Inc | 3,032 | $1.38M | 0.58% | +1,329+78.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 2,998 | $1.36M | 0.04% | 00.0% | Unchanged |
| Tredje AP-fonden | 2,994 | $1.36M | 0.01% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 2,993 | $1.36M | 0.26% | −201−6.3% | Reduced |
| Spinnaker Trust | 2,922 | $1.33M | 0.09% | 00.0% | Unchanged |
| Mizuho Markets Americas LLC | 2,848 | $1.29M | 0.03% | +2,848 | New |
| Teachers Retirement System of the State of Kentucky | 2,829 | $1.29M | 0.01% | 00.0% | Unchanged |
| Ossiam | 2,795 | $1.27M | 0.02% | −21−0.7% | Reduced |
| SG Americas Securities, LLC | 2,766 | $1.26M | 0.00% | +1,703+160.2% | Added |
| Mission Wealth Management, LP | 2,748 | $1.25M | 0.03% | +143+5.5% | Added |
| Marshall Financial Group LLC | 2,711 | $1.23M | 0.27% | +131+5.1% | Added |
| Kingsview Wealth Management, LLC | 2,705 | $1.23M | 0.02% | −27−1.0% | Reduced |
| Wealthfront Advisers LLC | 2,680 | $1.22M | 0.00% | +696+35.1% | Added |
| Arkadios Wealth Advisors | 2,572 | $1.17M | 0.04% | +6+0.2% | Added |
| Ethic Inc. | 2,541 | $1.16M | 0.02% | −401−13.6% | Reduced |
| McDonald Partners LLC | 2,518 | $1.16M | 0.30% | +171+7.3% | Added |
| Knollwood Investment Advisory, LLC | 2,550 | $1.16M | 0.13% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 2,546 | $1.16M | 0.01% | +84+3.4% | Added |
| Dakota Wealth Management | 2,544 | $1.16M | 0.03% | +46+1.8% | Added |
| Burney Co | 2,538 | $1.15M | 0.04% | −180−6.6% | Reduced |
| MML Investors Services, LLC | 2,510 | $1.14M | 0.00% | +208+9.0% | Added |
| Lido Advisors, LLC | 2,494 | $1.13M | 0.01% | −158−6.0% | Reduced |
| Henshaw Capital LLC | 2,481 | $1.13M | 0.05% | +246+11.0% | Added |
| Legacy Advisors, LLC | 2,463 | $1.12M | 0.12% | −28−1.1% | Reduced |
| Texas Yale Capital Corp. | 2,432 | $1.11M | 0.05% | +977+67.1% | Added |
| Axxcess Wealth Management, LLC | 2,415 | $1.10M | 0.03% | −144−5.6% | Reduced |
| Radnor Capital Management, LLC | 2,410 | $1.10M | 0.18% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 2,398 | $1.09M | 0.18% | −1,053−30.5% | Reduced |
| Connable Office Inc | 2,390 | $1.09M | 0.12% | 00.0% | Unchanged |
| Dock Street Asset Management Inc | 2,377 | $1.08M | 0.13% | +1,356+132.8% | Added |
| Vident Advisory, LLC | 2,376 | $1.08M | 0.02% | +1,100+86.2% | Added |
| Colony Group, LLC | 2,369 | $1.08M | 0.00% | −1,001−29.7% | Reduced |
| Mercer Global Advisors Inc | 2,362 | $1.07M | 0.00% | +260+12.4% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 2,358 | $1.07M | 0.58% | +2,358 | New |
| Profit Investment Management, LLC | 2,349 | $1.07M | 0.99% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 2,345 | $1.07M | 0.11% | +100+4.5% | Added |
| Bullock Wealth Management Group | 2,311 | $1.06M | 0.59% | −137−5.6% | Reduced |
| Hartford Investment Management Co | 2,319 | $1.05M | 0.04% | −24−1.0% | Reduced |
| Blair William & Co | 2,295 | $1.04M | 0.00% | −63−2.7% | Reduced |
| Novem Group | 2,279 | $1.04M | 0.15% | +611+36.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 2,270 | $1.03M | 0.00% | −1,223−35.0% | Reduced |
| Institute for Wealth Management, LLC. | 2,255 | $1.03M | 0.13% | +108+5.0% | Added |
| Advisory Services Network, LLC | 2,243 | $1.02M | 0.02% | −183−7.5% | Reduced |
| D.B. Root & Company, LLC | 2,218 | $1.01M | 0.33% | +46+2.1% | Added |
| Trail Ridge Investment Advisors, LLC | 2,200 | $1.00M | 0.52% | 00.0% | Unchanged |
| Schroder Investment Management Group | 2,210 | $991.8K | 0.00% | −351−13.7% | Reduced |
| Manchester Capital Management LLC | 2,092 | $951.1K | 0.12% | −16−0.8% | Reduced |
| J. Safra Sarasin Holding AG | 2,090 | $950.2K | 0.02% | −185−8.1% | Reduced |
| Securian Asset Management, Inc | 2,088 | $949.3K | 0.03% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 2,076 | $943.0K | 0.03% | −908−30.4% | Reduced |
| Kestra Private Wealth Services, LLC | 2,061 | $937.0K | 0.02% | +44+2.2% | Added |
| Landscape Capital Management, L.L.C. | 2,058 | $935.6K | 0.08% | +2,058 | New |
| Davenport & Co LLC | 2,042 | $928.4K | 0.01% | +359+21.3% | Added |
| Allstate Corp | 2,026 | $921.1K | 0.03% | +908+81.2% | Added |
| Kinneret Advisory, LLC | 2,014 | $915.6K | 0.09% | −7−0.3% | Reduced |
| Jones Financial Companies LLLP | 2,029 | $910.8K | 0.00% | +393+24.0% | Added |
| Louisiana State Employees Retirement System | 2,000 | $909.3K | 0.02% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,998 | $908.5K | 0.01% | +36+1.8% | Added |
| Mitchell & Pahl Private Wealth, LLC | 1,966 | $893.8K | 0.42% | +6+0.3% | Added |
| Diversified Trust Co | 1,956 | $889.3K | 0.02% | −8−0.4% | Reduced |
| Argent Capital Management LLC | 1,955 | $888.8K | 0.03% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 1,949 | $886.0K | 0.01% | −44−2.2% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 1,937 | $885.3K | 0.64% | +141+7.9% | Added |
| Valmark Advisers, Inc. | 1,944 | $883.8K | 0.01% | +3+0.2% | Added |
| Pacer Advisors, Inc. | 1,943 | $883.4K | 0.00% | −1,088−35.9% | Reduced |
| Private Advisor Group, LLC | 1,933 | $878.9K | 0.01% | +477+32.8% | Added |
| Ostrum Asset Management | 1,932 | $878.4K | 0.05% | −1,738−47.4% | Reduced |
| Norinchukin Bank, The | 1,919 | $872.5K | 0.02% | +249+14.9% | Added |
| Stratos Wealth Partners, LTD. | 1,917 | $871.9K | 0.01% | −679−26.2% | Reduced |
| Allianz Asset Management GmbH | 1,857 | $844.3K | 0.00% | −1,803−49.3% | Reduced |
| Gibbs Wealth Management | 1,853 | $842.5K | 0.20% | +367+24.7% | Added |
| Cerro Pacific Wealth Advisors LLC | 1,753 | $842.0K | 0.27% | −6−0.3% | Reduced |
| Formidable Asset Management, LLC | 1,839 | $836.3K | 0.14% | −43−2.3% | Reduced |
| E. Ohman J:or Asset Management AB | 1,804 | $820.2K | 0.02% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 1,800 | $818.0K | 0.03% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,796 | $816.7K | 0.02% | −110−5.8% | Reduced |
| Maryland State Retirement & Pension System | 1,778 | $808.4K | 0.02% | −327−15.5% | Reduced |
| Chicago Capital, LLC | 1,771 | $805.2K | 0.02% | 00.0% | Unchanged |
| Natixis | 1,776 | $801.0K | 0.00% | −1,277−41.8% | Reduced |