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 |
|---|---|---|---|---|---|
| Clear Harbor Asset Management, LLC | 530 | $241.0K | 0.02% | +530 | New |
| Keybank National Association | 527 | $239.6K | 0.00% | −1,386−72.5% | Reduced |
| NEOS Investment Management LLC | 526 | $239.1K | 0.00% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 525 | $238.7K | 0.00% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 558 | $237.4K | 0.25% | +4+0.7% | Added |
| Baron Wealth Management LLC | 520 | $236.4K | 0.10% | −16−3.0% | Reduced |
| Robertson Stephens Wealth Management, LLC | 518 | $235.5K | 0.01% | −1,212−70.1% | Reduced |
| Rockland Trust Co | 511 | $232.3K | 0.01% | −241−32.0% | Reduced |
| Quadrant Capital Group LLC | 509 | $231.4K | 0.01% | +365+253.5% | Added |
| Bridgefront Capital, LLC | 507 | $230.5K | 0.07% | −1,697−77.0% | Reduced |
| Middleton & Co Inc | 500 | $227.3K | 0.03% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 500 | $227.3K | 0.03% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 500 | $227.3K | 0.04% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 496 | $226.0K | 0.00% | −20,596−97.6% | Reduced |
| Claret Asset Management Corp | 497 | $226.0K | 0.03% | +5+1.0% | Added |
| Everpar Advisors LLC | 497 | $226.0K | 0.12% | −47−8.6% | Reduced |
| Tilia Fiduciary Partners, Inc. | 494 | $224.6K | 0.15% | 00.0% | Unchanged |
| Savant Capital, LLC | 487 | $221.5K | 0.00% | −75−13.3% | Reduced |
| Smith Shellnut Wilson LLC | 486 | $221.0K | 0.10% | +30+6.6% | Added |
| Creekmur Asset Management LLC | 480 | $218.2K | 0.05% | +480 | New |
| World Equity Group, Inc. | 480 | $218.2K | 0.06% | +480 | New |
| Fullcircle Wealth LLC | 512 | $216.5K | 0.09% | +76+17.4% | Added |
| Guggenheim Capital LLC | 465 | $211.4K | 0.00% | −161−25.7% | Reduced |
| Oppenheimer & Co Inc | 465 | $211.4K | 0.00% | +18+4.0% | Added |
| Journey Strategic Wealth LLC | 464 | $211.0K | 0.01% | −46−9.0% | Reduced |
| Farther Finance Advisors, LLC | 453 | $207.1K | 0.01% | −47−9.4% | Reduced |
| Focus Financial Network, Inc. | 452 | $205.5K | 0.01% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 450 | $204.6K | 0.00% | −78−14.8% | Reduced |
| Delta Asset Management LLC | 450 | $204.6K | 0.02% | 00.0% | Unchanged |
| Tower Bridge Advisors | 450 | $204.6K | 0.02% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 449 | $204.2K | 0.00% | −37−7.6% | Reduced |
| Citizens & Northern Corp | 443 | $201.4K | 0.06% | +443 | New |
| Cassaday & Co Wealth Management LLC | 442 | $201.0K | 0.01% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 440 | $200.0K | 0.03% | −58−11.6% | Reduced |
| USA Financial Portformulas Corp | 428 | $194.6K | 0.03% | +428 | New |
| Estabrook Capital Management | 425 | $193.2K | 0.03% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $187.8K | 0.10% | −390−99.7% | Reduced |
| Farmers & Merchants Investments Inc | 411 | $186.9K | 0.01% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 410 | $186.5K | 0.02% | +29+7.6% | Added |
| PrairieView Partners, LLC | 400 | $181.0K | 0.02% | 00.0% | Unchanged |
| Principal Securities, Inc. | 357 | $171.5K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 372 | $169.1K | 0.01% | +3+0.8% | Added |
| Caldwell Trust Co | 357 | $162.3K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 340 | $154.6K | 0.00% | +42+14.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 337 | $153.1K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 324 | $147.2K | 0.02% | +324 | New |
| Globeflex Capital L P | 309 | $140.5K | 0.01% | +309 | New |
| Huntington National Bank | 291 | $132.3K | 0.00% | −443−60.4% | Reduced |
| Private Trust Co NA | 290 | $131.8K | 0.01% | −1−0.3% | Reduced |
| MCF Advisors LLC | 264 | $120.0K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 260 | $118.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 253 | $115.0K | 0.00% | −19−7.0% | Reduced |
| Capital Advisors, Ltd. LLC | 242 | $110.0K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 241 | $109.3K | 0.00% | −15−5.9% | Reduced |
| Addison Advisors LLC | 225 | $102.3K | 0.03% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 217 | $98.7K | 0.00% | +4+1.9% | Added |
| First Horizon Advisors, Inc. | 213 | $97.1K | 0.00% | −36−14.5% | Reduced |
| Brown Brothers Harriman & Co | 206 | $93.7K | 0.00% | +22+12.0% | Added |
| Ronald Blue Trust, Inc. | 204 | $92.7K | 0.00% | +128+168.4% | Added |
| Penserra Capital Management LLC | 185 | $83.0K | 0.00% | −89−32.5% | Reduced |
| Atticus Wealth Management, LLC | 180 | $81.8K | 0.03% | 00.0% | Unchanged |
| Clean Yield Group | 177 | $80.5K | 0.03% | +27+18.0% | Added |
| IFP Advisors, Inc | 158 | $77.3K | 0.00% | +6+3.9% | Added |
| Coastline Trust Co | 170 | $77.3K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 167 | $75.9K | 0.00% | +167 | New |
| Washington Trust Co | 165 | $75.0K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 162 | $73.7K | 0.01% | +3+1.9% | Added |
| Smartleaf Asset Management LLC | 156 | $70.1K | 0.01% | −49−23.9% | Reduced |
| Bruce G. Allen Investments, LLC | 153 | $69.6K | 0.06% | −4−2.5% | Reduced |
| Lindbrook Capital, LLC | 145 | $65.9K | 0.01% | +116+400.0% | Added |
| Sandy Spring Bank | 141 | $64.1K | 0.00% | +5+3.7% | Added |
| Lummis Asset Management, LP | 140 | $63.6K | 0.04% | 00.0% | Unchanged |
| National Pension Service | 137 | $62.3K | 0.00% | −60,041−99.8% | Reduced |
| Rossby Financial, LCC | 146 | $62.0K | 0.03% | +146 | New |
| Allworth Financial LP | 144 | $61.7K | 0.00% | +7+5.1% | Added |
| ORG Wealth Partners, LLC | 132 | $60.3K | 0.02% | +132 | New |
| CX Institutional | 131 | $60.0K | 0.00% | +131 | New |
| Harel Insurance Investments & Financial Services Ltd. | 121 | $55.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 118 | $53.6K | 0.00% | +28+31.1% | Added |
| Covestor Ltd | 115 | $53.0K | 0.04% | 00.0% | Unchanged |
| Central Trust Co | 113 | $51.4K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 112 | $50.9K | 0.01% | +32+40.0% | Added |
| Kiker Wealth Management, LLC | 112 | $50.9K | 0.03% | +112 | New |
| Trust Co | 108 | $49.1K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 106 | $48.2K | 0.01% | −1−0.9% | Reduced |
| Pinnacle Financial Partners Inc | 100 | $48.0K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 103 | $46.8K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 103 | $46.0K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 111 | $45.0K | 0.03% | −33−22.9% | Reduced |
| Simplex Trading, LLC | 99 | $45.0K | 0.00% | +99 | New |
| Winnow Wealth LLC | 99 | $44.6K | 0.04% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 98 | $44.6K | 0.00% | +64+188.2% | Added |
| Bank of Jackson Hole Trust | 95 | $43.9K | 0.03% | +62+187.9% | Added |
| American National Bank | 96 | $43.6K | 0.00% | +96 | New |
| Ancora Advisors, LLC | 95 | $43.2K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 93 | $42.3K | 0.04% | −7−7.0% | Reduced |
| Washington Trust Advisors, Inc. | 91 | $41.4K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 91 | $41.4K | 0.04% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 87 | $39.6K | 0.00% | −175−66.8% | Reduced |
| Caitong International Asset Management Co., Ltd | 86 | $39.1K | 0.03% | +84+4,200.0% | Added |