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 |
|---|---|---|---|---|---|
| Valley National Advisers Inc | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 4 | $1.82K | 0.00% | −6−60.0% | Reduced |
| Granite FO LLC | 4 | $1.82K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 4 | $1.82K | 0.00% | +4 | New |
| Tobam | 3 | $1.00K | 0.00% | −156−98.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 2 | $910 | 0.00% | +2 | New |
| Cullen/Frost Bankers, Inc. | 2 | $909 | 0.00% | −20−90.9% | Reduced |
| Clark Wealth Partners | 2 | $909 | 0.00% | −1−33.3% | Reduced |
| PSI Advisors, LLC | 2 | $909 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 2 | $909 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 2 | $909 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 2 | $909 | 0.00% | +2 | New |
| Rise Advisors, LLC | 2 | $909 | 0.00% | +2 | New |
| True Wealth Design, LLC | 1 | $455 | 0.00% | −16−94.1% | Reduced |
| TFC Financial Management | 1 | $455 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 1 | $455 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $455 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 1 | $455 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $455 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 1 | $455 | 0.00% | +1 | New |
| Bare Financial Services, Inc | 1 | $455 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $455 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 1 | $454 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 1 | $426 | 0.00% | +1 | New |
| Y.D. More Investments Ltd | 52 | $64 | 0.00% | +6+13.0% | Added |
| Avion Wealth | 2 | $0 | 0.00% | +2 | New |
| ORG Partners LLC | 180 | $0 | 0.00% | +180 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −138,186−100.0% | Sold out |
| Meridiem Capital Partners LP | 0 | $0 | 0.00% | −85,868−100.0% | Sold out |
| Congress Wealth Management LLC | 0 | $0 | 0.00% | −27,764−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −24,510−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −23,300−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −17,522−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −10,494−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −8,409−100.0% | Sold out |
| Thematics Asset Management | 0 | $0 | 0.00% | −8,032−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −7,969−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −7,433−100.0% | Sold out |
| Generali Asset Management SPA SGR | 0 | $0 | 0.00% | −6,390−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −5,532−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −4,497−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −4,231−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −3,705−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −3,624−100.0% | Sold out |
| Kentucky Retirement Systems | 0 | $0 | 0.00% | −2,614−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −2,132−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −2,008−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −1,892−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −1,887−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −1,802−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −1,781−100.0% | Sold out |
| Cumberland Partners Ltd | 0 | $0 | 0.00% | −1,750−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −1,725−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −1,657−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −1,572−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −1,475−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −1,040−100.0% | Sold out |
| Covenant Partners, LLC | 0 | $0 | 0.00% | −894−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −860−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −820−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −776−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −773−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −770−100.0% | Sold out |
| Berkshire Asset Management LLC | 0 | $0 | 0.00% | −752−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −730−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −730−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −724−100.0% | Sold out |
| Orion Portfolio Solutions, LLC | 0 | $0 | 0.00% | −724−100.0% | Sold out |
| Nations Financial Group Inc, | 0 | $0 | 0.00% | −717−100.0% | Sold out |
| Legacy Wealth Asset Management, LLC | 0 | $0 | 0.00% | −638−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −632−100.0% | Sold out |
| Canada Post Corp Registered Pension Plan | 0 | $0 | 0.00% | −620−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −554−100.0% | Sold out |
| Blue Barn Wealth, LLC | 0 | $0 | 0.00% | −548−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −513−100.0% | Sold out |
| Sagespring Wealth Partners, LLC | 0 | $0 | 0.00% | −513−100.0% | Sold out |
| Fort Point Capital Partners LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Dorsey & Whitney Trust CO LLC | 0 | $0 | 0.00% | −486−100.0% | Sold out |
| Perissos Private Wealth Management, LLC | 0 | $0 | 0.00% | −479−100.0% | Sold out |
| WMS Partners, LLC | 0 | $0 | 0.00% | −476−100.0% | Sold out |
| Intrua Financial, LLC | 0 | $0 | 0.00% | −458−100.0% | Sold out |
| Canandaigua National Bank & Trust Co | 0 | $0 | 0.00% | −457−100.0% | Sold out |
| Drive Wealth Management, LLC | 0 | $0 | 0.00% | −455−100.0% | Sold out |
| Crestmont Private Wealth LLC | 0 | $0 | 0.00% | −445−100.0% | Sold out |
| Trust Asset Management LLC | 0 | $0 | 0.00% | −439−100.0% | Sold out |
| Invesco, LLC | 0 | $0 | 0.00% | −439−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −438−100.0% | Sold out |
| LCNB Corp | 0 | $0 | 0.00% | −431−100.0% | Sold out |
| Great Diamond Partners, LLC | 0 | $0 | 0.00% | −426−100.0% | Sold out |
| Claro Advisors LLC | 0 | $0 | 0.00% | −425−100.0% | Sold out |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | $0 | 0.00% | −425−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −425−100.0% | Sold out |
| Diversify Wealth Management, LLC | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −363−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −360−100.0% | Sold out |
| Fedenia Advisers LLC | 0 | $0 | 0.00% | −298−100.0% | Sold out |
| Menard Financial Group LLC | 0 | $0 | 0.00% | −190−100.0% | Sold out |