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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.

Institutional holdersQ1 2025: 828 institutions
Q1 2021: 577 institutionsQ2 2021: 595 institutionsQ3 2021: 621 institutionsQ4 2021: 695 institutionsQ1 2022: 704 institutionsQ2 2022: 693 institutionsQ3 2022: 692 institutionsQ4 2022: 743 institutionsQ1 2023: 723 institutionsQ2 2023: 737 institutionsQ3 2023: 733 institutionsQ4 2023: 775 institutionsQ1 2024: 782 institutionsQ2 2024: 807 institutionsQ3 2024: 833 institutionsQ4 2024: 847 institutionsQ1 2025: 828 institutionsQ2 2025: 837 institutionsQ3 2025: 775 institutionsQ4 2025: 798 institutionsQ1 2026: 726 institutionsQ2 2026: 767 institutions
Value heldQ1 2025: $16.2B
Q1 2021: $10.3BQ2 2021: $11.1BQ3 2021: $13.1BQ4 2021: $16.5BQ1 2022: $14.8BQ2 2022: $13.0BQ3 2022: $13.8BQ4 2022: $13.5BQ1 2023: $14.0BQ2 2023: $13.7BQ3 2023: $15.2BQ4 2023: $16.5BQ1 2024: $15.9BQ2 2024: $14.6BQ3 2024: $16.5BQ4 2024: $17.2BQ1 2025: $16.2BQ2 2025: $15.9BQ3 2025: $10.6BQ4 2025: $10.6BQ1 2026: $8.21BQ2 2026: $9.22B
Institutions holding FDS and their total value by quarter
QuarterHoldersValue
Q2 2026767$9.22B
Q1 2026726$8.21B
Q4 2025798$10.6B
Q3 2025775$10.6B
Q2 2025837$15.9B
Q1 2025828$16.2B
Q4 2024847$17.2B
Q3 2024833$16.5B
Q2 2024807$14.6B
Q1 2024782$15.9B
Q4 2023775$16.5B
Q3 2023733$15.2B
Q2 2023737$13.7B
Q1 2023723$14.0B
Q4 2022743$13.5B
Q3 2022692$13.8B
Q2 2022693$13.0B
Q1 2022704$14.8B
Q4 2021695$16.5B
Q3 2021621$13.1B
Q2 2021595$11.1B
Q1 2021577$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.

Institutions holding FDS in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
SkyView Investment Advisors, LLC1,761$800.0K0.12%+99+6.0%Added
Tower Research Capital LLC (TRC)1,757$798.8K0.02%−1,212−40.8%Reduced
Glenmede Trust Co NA1,738$790.2K0.00%−74−4.1%Reduced
Board of the Pension Protection Fund1,700$772.9K0.88%+800+88.9%Added
Congress Asset Management Co1,691$768.8K0.01%−229,107−99.3%Reduced
B. Metzler seel. Sohn & Co. AG1,685$766.1K0.01%−421−20.0%Reduced
Assenagon Asset Management S.A.1,665$757.0K0.00%−4,831−74.4%Reduced
Oppenheimer Asset Management Inc.1,599$727.0K0.01%−3,568−69.1%Reduced
Gamco Investors, Inc. Et Al1,565$711.5K0.01%00.0%Unchanged
Advisors Preferred, LLC1,553$709.7K0.10%+1,553New
Promus Capital, LLC1,534$697.4K0.53%+107+7.5%Added
Omers Administration Corp1,510$686.5K0.01%−177−10.5%Reduced
Anchor Capital Advisors LLC1,500$682.0K0.02%00.0%Unchanged
Y-Intercept (Hong Kong) Ltd1,479$672.4K0.05%+1,479New
CoreCap Advisors, LLC1,477$671.7K0.03%+143+10.7%Added
Fifth Third Bancorp1,470$668.3K0.00%+23+1.6%Added
CWM, LLC1,469$668.0K0.00%−357−19.6%Reduced
SlateStone Wealth, LLC1,465$666.0K0.07%+1,465New
FourThought Financial Partners, LLC1,457$662.2K0.07%+20+1.4%Added
PGGM Investments1,444$657.0K0.01%00.0%Unchanged
J. W. Coons Advisors, LLC1,445$657.0K0.17%00.0%Unchanged
Central Pacific Bank - Trust Division1,444$656.5K0.09%−19−1.3%Reduced
Conestoga Capital Advisors, LLC1,437$653.3K0.01%00.0%Unchanged
Snowden Capital Advisors LLC1,433$651.5K0.02%−20−1.4%Reduced
HB Wealth Management, LLC1,427$648.8K0.01%+903+172.3%Added
Verition Fund Management LLC1,396$634.7K0.00%−45,266−97.0%Reduced
QRG Capital Management, Inc.1,339$608.9K0.01%+60+4.7%Added
Panagora Asset Management Inc1,338$608.3K0.00%−2,585−65.9%Reduced
Impact Capital Partners LLC1,306$593.8K0.22%+91+7.5%Added
Norden Group LLC1,296$589.2K0.07%−2,052−61.3%Reduced
Global X Japan Co., Ltd.1,296$589.2K0.07%+1,296New
Independent Advisor Alliance1,290$586.6K0.02%+851+193.8%Added
CIBC Private Wealth Group, LLC1,470$586.3K0.00%−117−7.4%Reduced
Dividend Assets Capital, LLC1,285$584.2K0.11%00.0%Unchanged
Atria Wealth Solutions, Inc.1,280$581.8K0.01%+1,280New
Park Avenue Securities LLC1,269$577.0K0.01%−703−35.6%Reduced
Capital Investment Services of America, Inc.1,250$568.3K0.06%−80−6.0%Reduced
Mattern Wealth Management LLC1,226$557.3K0.12%+49+4.2%Added
Baker Tilly Wealth Management, LLC1,213$551.6K0.22%−64−5.0%Reduced
Northwestern Mutual Investment Management Company, LLC1,210$550.1K0.01%+4+0.3%Added
Quantum Private Wealth, LLC1,202$546.5K0.21%00.0%Unchanged
Mayflower Financial Advisors, LLC1,201$546.2K0.08%−2−0.2%Reduced
KFG Wealth Management, LLC1,195$543.4K0.10%+69+6.1%Added
Koshinski Asset Management, Inc.1,178$535.4K0.05%+287+32.2%Added
Bessemer Group Inc1,176$535.0K0.00%+870+284.3%Added
Vontobel Holding Ltd.1,173$533.3K0.00%−109−8.5%Reduced
Sage Private Wealth Group, LLC1,162$528.5K0.40%+34+3.0%Added
Nilsine Partners, LLC1,152$523.7K0.06%−71−5.8%Reduced
denkapparat Operations GmbH1,148$521.9K0.55%+596+108.0%Added
Argent Trust Co1,144$520.1K0.02%−70−5.8%Reduced
ASR Vermogensbeheer N.V.1,126$511.9K0.01%+1,126New
Summit Financial, LLC1,125$511.4K0.01%+4+0.4%Added
D.A. Davidson & Co.1,118$508.5K0.00%00.0%Unchanged
Contravisory Investment Management, Inc.1,117$507.8K0.11%+1,117New
HM Payson & Co1,116$507.4K0.01%−172−13.4%Reduced
Applied Finance Capital Management, LLC1,112$505.6K0.04%+55+5.2%Added
Verity & Verity, LLC1,106$502.8K0.04%+103+10.3%Added
Merit Financial Group, LLC1,104$501.8K0.01%+1,104New
Birch Hill Investment Advisors LLC1,098$499.2K0.02%00.0%Unchanged
Tokio Marine Asset Management Co Ltd1,096$498.3K0.02%+46+4.4%Added
McElhenny Sheffield Capital Management, LLC1,090$495.6K0.19%+1,090New
Bryn Mawr Trust Co1,087$494.2K0.01%+182+20.1%Added
Apollon Wealth Management, LLC1,084$492.9K0.01%+106+10.8%Added
Provident Investment Management, Inc.1,083$492.4K0.05%−20−1.8%Reduced
Financial Advocates Investment Management1,080$491.1K0.03%+26+2.5%Added
Avantax Advisory Services, Inc.1,080$490.9K0.00%−134−11.0%Reduced
Sequoia Financial Advisors, LLC1,077$489.7K0.00%+58+5.7%Added
Empirical Asset Management, LLC1,076$489.0K0.17%−1,692−61.1%Reduced
Miracle Mile Advisors, LLC1,074$488.3K0.01%−22−2.0%Reduced
Ninety One SA (PTY) Ltd1,068$485.6K0.09%+21+2.0%Added
Alliance Wealth Advisors, LLC1,056$480.1K0.13%−868−45.1%Reduced
LMCG Investments, LLC1,056$480.1K0.03%−10−0.9%Reduced
Aspen Grove Capital, LLC1,046$475.6K0.09%+1,046New
Lindenwold Advisors1,045$475.1K0.26%−17−1.6%Reduced
Cresset Asset Management, LLC1,043$474.2K0.00%−336−24.4%Reduced
Wesbanco Bank Inc1,029$467.8K0.02%00.0%Unchanged
V-Square Quantitative Management LLC1,029$467.8K0.07%+40+4.0%Added
Ashton Thomas Securities, LLC1,023$465.1K0.13%−9−0.9%Reduced
Amiral Gestion1,000$454.6K0.25%00.0%Unchanged
Ballentine Partners, LLC998$453.7K0.01%+10+1.0%Added
Leonteq Securities AG995$452.3K0.03%+301+43.4%Added
First Financial Bank - Trust Division993$451.5K0.04%−1,058−51.6%Reduced
Hurlow Wealth Management Group, Inc.988$449.2K0.14%00.0%Unchanged
Silver Lake Advisory, LLC981$446.2K0.19%00.0%Unchanged
Stock Yards Bank & Trust Co978$444.6K0.02%−13−1.3%Reduced
Empowered Funds, LLC972$441.9K0.01%+210+27.6%Added
Douglass Winthrop Advisors, LLC971$441.5K0.01%00.0%Unchanged
Empirical Finance, LLC971$441.5K0.03%+54+5.9%Added
Toroso Investments, LLC960$436.5K0.00%−128−11.8%Reduced
Daymark Wealth Partners, LLC957$435.3K0.02%−12−1.2%Reduced
D. E. Shaw & Co., Inc.946$430.1K0.00%−3,644−79.4%Reduced
GAMMA Investing LLC946$430.1K0.03%−115−10.8%Reduced
Ci Investments Inc.945$430.0K0.00%+92+10.8%Added
Apeiron RIA LLC945$429.5K0.13%+59+6.7%Added
Meeder Advisory Services, Inc.942$428.2K0.03%−29−3.0%Reduced
National Philanthropic Trust940$427.4K0.01%00.0%Unchanged
Wallace Advisory Group, LLC885$425.0K0.29%−9−1.0%Reduced
Atlas Legacy Advisors, LLC920$418.3K0.11%+2+0.2%Added
Numerai GP LLC908$412.8K0.08%−1,492−62.2%Reduced
Andina Capital Management, LLC907$412.5K0.29%+174+23.7%Added