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 |
|---|---|---|---|---|---|
| Bogart Wealth, LLC | 81 | $36.8K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 80 | $36.4K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 75 | $34.1K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 75 | $34.1K | 0.00% | −2−2.6% | Reduced |
| SJS Investment Consulting Inc. | 70 | $31.8K | 0.01% | −1−1.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 70 | $31.8K | 0.00% | 00.0% | Unchanged |
| Motco | 67 | $30.5K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 65 | $29.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 62 | $29.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 64 | $28.9K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 61 | $27.8K | 0.02% | +1+1.7% | Added |
| Clearstead Advisors, LLC | 61 | $27.7K | 0.00% | −1−1.6% | Reduced |
| South State Corp. | 60 | $27.3K | 0.00% | +56+1,400.0% | Added |
| Riverview Trust Co | 54 | $24.6K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 54 | $24.6K | 0.00% | +10+22.7% | Added |
| Hemington Wealth Management | 53 | $24.0K | 0.00% | +9+20.5% | Added |
| TD Waterhouse Canada Inc. | 52 | $23.7K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 52 | $23.6K | 0.00% | +7+15.6% | Added |
| NVWM, LLC | 51 | $23.2K | 0.01% | −2−3.8% | Reduced |
| Crews Bank & Trust | 51 | $23.2K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 51 | $23.2K | 0.00% | +51 | New |
| First United Bank Trust | 50 | $22.7K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 68 | $22.3K | 0.01% | +19+38.8% | Added |
| Alpine Bank Wealth Management | 49 | $22.3K | 0.00% | +49 | New |
| Cheviot Value Management, LLC | 51 | $22.1K | 0.00% | +51 | New |
| Sound Income Strategies, LLC | 45 | $20.6K | 0.00% | +31+221.4% | Added |
| Colonial Trust Co | 45 | $20.5K | 0.00% | +7+18.4% | Added |
| Beacon Capital Management, LLC | 44 | $20.1K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 43 | $19.6K | 0.00% | +6+16.2% | Added |
| MV Capital Management, Inc. | 42 | $19.1K | 0.00% | −2−4.5% | Reduced |
| Western Pacific Wealth Management, LP | 42 | $19.1K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 39 | $17.7K | 0.00% | +6+18.2% | Added |
| Centerpoint Advisors, LLC | 37 | $17.0K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 36 | $16.4K | 0.00% | −138−79.3% | Reduced |
| Missouri Trust & Investment Co | 34 | $15.5K | 0.01% | +34 | New |
| Old Point Trust & Financial Services N A | 33 | $15.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 33 | $15.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 32 | $14.5K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 32 | $14.5K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 30 | $13.6K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 29 | $13.2K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 29 | $13.2K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 28 | $12.7K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 27 | $12.3K | 0.00% | −17−38.6% | Reduced |
| S&T Bank | 27 | $12.3K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 26 | $11.8K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 24 | $11.6K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 25 | $11.4K | 0.00% | +25 | New |
| GW&K Investment Management, LLC | 25 | $11.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 24 | $10.9K | 0.00% | +18+300.0% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 24 | $10.9K | 0.01% | +24 | New |
| BFSG, LLC | 23 | $10.5K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 23 | $10.5K | 0.00% | +6+35.3% | Added |
| Tortoise Investment Management, LLC | 22 | $10.0K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 21 | $9.57K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 20 | $9.09K | 0.00% | −182−90.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 20 | $9.09K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 19 | $8.64K | 0.00% | +19 | New |
| Financial Network Wealth Advisors LLC | 18 | $8.19K | 0.01% | +6+50.0% | Added |
| Edmond de Rothschild Holding S.A. | 18 | $8.18K | 0.00% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 17 | $7.00K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 15 | $7.00K | 0.00% | 00.0% | Unchanged |
| Saudi Central Bank | 15 | $6.82K | 0.04% | +15 | New |
| LRI Investments, LLC | 14 | $6.52K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 13 | $5.91K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 12 | $5.46K | 0.00% | +12 | New |
| Golden State Wealth Management, LLC | 11 | $5.00K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 11 | $5.00K | 0.00% | +11 | New |
| Winch Advisory Services, LLC | 10 | $4.67K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 10 | $4.63K | 0.00% | −1−9.1% | Reduced |
| Country Trust Bank | 10 | $4.55K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 10 | $4.55K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 10 | $4.55K | 0.00% | +9+900.0% | Added |
| Dunhill Financial, LLC | 9 | $4.17K | 0.00% | −1−10.0% | Reduced |
| Harbour Investments, Inc. | 9 | $4.09K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 9 | $4.09K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 8 | $3.64K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 8 | $3.64K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 8 | $3.64K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 8 | $3.64K | 0.00% | +5+166.7% | Added |
| Newbridge Financial Services Group, Inc. | 7 | $3.23K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 7 | $3.20K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 7 | $3.18K | 0.00% | 00.0% | Unchanged |
| City State Bank | 7 | $3.18K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 7 | $3.18K | 0.00% | +7 | New |
| Grove Bank & Trust | 7 | $3.18K | 0.00% | +7 | New |
| NBC Securities, Inc. | 8 | $3.00K | 0.00% | +8 | New |
| Armstrong Advisory Group, Inc | 6 | $2.88K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 6 | $2.73K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 6 | $2.73K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 6 | $2.73K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 6 | $2.73K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 6 | $2.73K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $2.73K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 6 | $2.73K | 0.00% | +4+200.0% | Added |
| Kestra Investment Management, LLC | 6 | $2.73K | 0.00% | +6 | New |
| ROSS\JOHNSON & Associates LLC | 6 | $2.73K | 0.05% | +6 | New |
| Raffa Wealth Management, LLC | 5 | $2.27K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 5 | $2.27K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 5 | $2.27K | 0.00% | 00.0% | Unchanged |