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 |
|---|---|---|---|---|---|
| HighPoint Advisor Group LLC | 955 | $409.6K | 0.02% | −75−7.3% | Reduced |
| TruNorth Capital Management, LLC | 900 | $409.2K | 0.10% | +900 | New |
| Roberts Glore & Co Inc | 897 | $407.8K | 0.12% | −50−5.3% | Reduced |
| Outlook Wealth Advisors, LLC | 891 | $405.1K | 0.11% | +7+0.8% | Added |
| Signal Advisors Wealth, LLC | 873 | $396.7K | 0.04% | +3+0.3% | Added |
| Alhambra Investment Partners LLC | 870 | $395.5K | 0.20% | −120−12.1% | Reduced |
| Harbor Investment Advisory, LLC | 870 | $395.5K | 0.04% | +7+0.8% | Added |
| United Services Automobile Association | 878 | $394.0K | 0.01% | +878 | New |
| Beacon Investment Advisory Services, Inc. | 864 | $392.8K | 0.02% | 00.0% | Unchanged |
| S-Bank Fund Management Ltd | 864 | $392.8K | 0.07% | +864 | New |
| Legacy Financial Advisors, Inc. | 860 | $391.1K | 0.07% | +10+1.2% | Added |
| Spire Wealth Management | 859 | $390.4K | 0.01% | −53−5.8% | Reduced |
| Mutual Advisors, LLC | 916 | $388.7K | 0.01% | +103+12.7% | Added |
| Lafayette Investments, Inc. | 846 | $384.6K | 0.08% | +117+16.0% | Added |
| Kestra Advisory Services, LLC | 846 | $384.6K | 0.00% | −995−54.0% | Reduced |
| Main Street Financial Solutions, LLC | 843 | $383.3K | 0.03% | −13−1.5% | Reduced |
| MAI Capital Management | 836 | $380.0K | 0.00% | +7+0.8% | Added |
| Perbak Capital Partners LLP | 828 | $376.4K | 0.28% | +828 | New |
| Alps Advisors Inc | 822 | $373.7K | 0.00% | +25+3.1% | Added |
| West Coast Financial LLC | 819 | $372.4K | 0.04% | −115−12.3% | Reduced |
| Crossmark Global Holdings, Inc. | 809 | $367.8K | 0.01% | +38+4.9% | Added |
| Counterpoint Mutual Funds LLC | 797 | $362.3K | 0.05% | +797 | New |
| Strategy Asset Managers LLC | 790 | $358.9K | 0.07% | +44+5.9% | Added |
| Belpointe Asset Management LLC | 788 | $358.4K | 0.02% | −35−4.3% | Reduced |
| Axq Capital, LP | 788 | $358.3K | 0.14% | +788 | New |
| Larson Financial Group LLC | 783 | $355.9K | 0.02% | +167+27.1% | Added |
| Aureus Asset Management, LLC | 775 | $352.3K | 0.02% | 00.0% | Unchanged |
| Haverford Trust Co | 772 | $351.0K | 0.00% | −2−0.3% | Reduced |
| Sowell Financial Services LLC | 764 | $347.4K | 0.02% | +764 | New |
| Pensionmark Financial Group, LLC | 761 | $346.0K | 0.01% | +223+41.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 757 | $344.2K | 0.01% | −345−31.3% | Reduced |
| Natural Investments, LLC | 758 | $344.0K | 0.10% | +1+0.1% | Added |
| Curated Wealth Partners LLC | 754 | $342.8K | 0.04% | +3+0.4% | Added |
| Great Lakes Advisors, LLC | 751 | $341.4K | 0.00% | −7,771−91.2% | Reduced |
| Callan Family Office, LLC | 745 | $338.7K | 0.03% | −1,206−61.8% | Reduced |
| Leavell Investment Management, Inc. | 728 | $331.0K | 0.02% | −3−0.4% | Reduced |
| MBB Public Markets I LLC | 720 | $327.3K | 0.04% | +720 | New |
| Wedbush Securities Inc | 716 | $326.0K | 0.01% | −63−8.1% | Reduced |
| Walleye Trading LLC | 709 | $322.3K | 0.01% | +709 | New |
| Vestcor Inc | 704 | $320.0K | 0.01% | +3+0.4% | Added |
| Diversified Enterprises, LLC | 702 | $319.3K | 0.03% | +65+10.2% | Added |
| Brady Family Wealth, LLC | 702 | $319.2K | 0.10% | +10+1.4% | Added |
| Camden Capital, LLC | 701 | $318.6K | 0.03% | −177−20.2% | Reduced |
| Meridian Wealth Management, LLC | 700 | $318.4K | 0.02% | 00.0% | Unchanged |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 700 | $318.2K | 0.01% | −800−53.3% | Reduced |
| Parsons Capital Management Inc | 700 | $318.2K | 0.02% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 698 | $317.3K | 0.02% | +255+57.6% | Added |
| Perpetual Ltd | 694 | $315.5K | 0.00% | −8−1.1% | Reduced |
| Shepherd Financial Partners LLC | 687 | $312.3K | 0.04% | −117−14.6% | Reduced |
| Revisor Wealth Management LLC | 685 | $311.6K | 0.14% | +685 | New |
| Moneta Group Investment Advisors LLC | 682 | $310.1K | 0.00% | +125+22.4% | Added |
| Virtue Capital Management, LLC | 676 | $307.8K | 0.04% | +676 | New |
| MUFG Securities Americas Inc. | 673 | $306.0K | 0.04% | +112+20.0% | Added |
| Fort Washington Investment Advisors Inc | 672 | $305.5K | 0.00% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 670 | $304.6K | 0.06% | 00.0% | Unchanged |
| Synovus Financial Corp | 668 | $303.7K | 0.00% | 00.0% | Unchanged |
| Security Financial Services, INC. | 666 | $302.8K | 0.06% | +69+11.6% | Added |
| Eqis Capital Management, Inc. | 664 | $301.8K | 0.03% | −19−2.8% | Reduced |
| Savvy Advisors, Inc. | 659 | $299.6K | 0.03% | +659 | New |
| Apella Capital, LLC | 700 | $298.8K | 0.01% | −1−0.1% | Reduced |
| IHT Wealth Management, LLC | 657 | $298.8K | 0.01% | −7−1.1% | Reduced |
| Petrus Trust Company, LTA | 652 | $296.4K | 0.03% | +652 | New |
| Williams Jones Wealth Management, LLC. | 649 | $295.1K | 0.00% | −37−5.4% | Reduced |
| Segment Wealth Management, LLC | 644 | $292.8K | 0.02% | +644 | New |
| Seelaus Asset Management LLC | 640 | $291.0K | 0.28% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 639 | $290.5K | 0.01% | 00.0% | Unchanged |
| Stokes Capital Advisors, LLC | 639 | $290.5K | 0.07% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 632 | $287.3K | 0.02% | +73+13.1% | Added |
| HBK Sorce Advisory LLC | 626 | $284.6K | 0.01% | −56−8.2% | Reduced |
| Bennett Selby Investments LP | 622 | $282.9K | 0.11% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 619 | $281.4K | 0.01% | +18+3.0% | Added |
| Bradley Foster & Sargent Inc | 618 | $281.0K | 0.00% | 00.0% | Unchanged |
| Forum Financial Management, LP | 615 | $279.8K | 0.00% | +97+18.7% | Added |
| Pine Haven Investment Counsel, Inc | 615 | $279.6K | 0.23% | −10−1.6% | Reduced |
| Moment Partners, LLC | 614 | $279.1K | 0.06% | −2−0.3% | Reduced |
| Versant Capital Management, Inc | 612 | $278.2K | 0.05% | 00.0% | Unchanged |
| Seeds Investor LLC | 608 | $276.6K | 0.08% | −2−0.3% | Reduced |
| Checchi Capital Advisers, LLC | 601 | $273.2K | 0.02% | −7−1.2% | Reduced |
| Angeles Wealth Management, LLC | 601 | $273.2K | 0.02% | −1−0.2% | Reduced |
| Catalyst Funds Management Pty Ltd | 600 | $272.8K | 0.07% | +600 | New |
| VestGen Advisors, LLC | 591 | $268.7K | 0.01% | +591 | New |
| Intrust Bank NA | 585 | $266.0K | 0.03% | −208−26.2% | Reduced |
| Precision Wealth Strategies, LLC | 584 | $265.5K | 0.20% | −123−17.4% | Reduced |
| AdvisorNet Financial, Inc | 580 | $263.7K | 0.02% | +11+1.9% | Added |
| AMG National Trust Bank | 575 | $261.4K | 0.01% | 00.0% | Unchanged |
| Martin Investment Management, LLC | 575 | $261.4K | 0.07% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 575 | $261.4K | 0.09% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 559 | $254.1K | 0.07% | −47−7.8% | Reduced |
| MONECO Advisors, LLC | 554 | $251.9K | 0.03% | −16−2.8% | Reduced |
| RSM US Wealth Management LLC | 554 | $251.8K | 0.00% | −111−16.7% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 552 | $251.0K | 0.12% | −7−1.3% | Reduced |
| Bouchey Financial Group Ltd | 547 | $248.7K | 0.02% | +3+0.6% | Added |
| Horizon Investments, LLC | 544 | $247.3K | 0.01% | +25+4.8% | Added |
| Glenview Trust Co | 541 | $246.0K | 0.00% | −32−5.6% | Reduced |
| Aptus Capital Advisors, LLC | 538 | $244.5K | 0.00% | +50+10.2% | Added |
| PFG Investments, LLC | 534 | $242.8K | 0.02% | −17−3.1% | Reduced |
| Siemens Fonds Invest GmbH | 532 | $241.9K | 0.02% | −583−52.3% | Reduced |
| FJ Capital Management LLC | 531 | $241.4K | 0.02% | +531 | New |
| M3 Advisory Group, LLC | 530 | $241.1K | 0.19% | −4−0.7% | Reduced |
| Profund Advisors LLC | 530 | $241.0K | 0.01% | −29−5.2% | Reduced |