Factset Research Systems Inc
FDS- 交易所
- NYSE
- 產業
- Services-Computer Programming, Data Processing, Etc.
- SEC CIK
- 0001013237
近 90 天，Factset Research Systems Inc 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 767 家機構在 13F 申報持有，市值合計 $92.2 億；大師中只有馬克爾集團持有。
2025 年第 1 季 13F 持有人
Factset Research Systems Inc 在 2025/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 828
- 較 2024 年第 4 季 −5 家
- 持有股數
- 3,564 萬
- 較 2024 年第 4 季 −15.4 萬 (−0.4%)
- 總市值
- $161.9 億
- 較 2024 年第 4 季 −$9.88 億 (−5.8%)
- 新進機構
- 86
- 另有 274 家加碼
- 清倉機構
- 91
- 另有 300 家減碼
另有 14 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 FDS 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 767 | $92.2 億 |
| 2026 年第 1 季 | 726 | $82.1 億 |
| 2025 年第 4 季 | 798 | $105.7 億 |
| 2025 年第 3 季 | 775 | $105.9 億 |
| 2025 年第 2 季 | 837 | $158.7 億 |
| 2025 年第 1 季 | 828 | $161.9 億 |
| 2024 年第 4 季 | 847 | $172.4 億 |
| 2024 年第 3 季 | 833 | $164.8 億 |
| 2024 年第 2 季 | 807 | $146.3 億 |
| 2024 年第 1 季 | 782 | $158.8 億 |
| 2023 年第 4 季 | 775 | $164.9 億 |
| 2023 年第 3 季 | 733 | $151.5 億 |
| 2023 年第 2 季 | 737 | $137.1 億 |
| 2023 年第 1 季 | 723 | $139.8 億 |
| 2022 年第 4 季 | 743 | $135.4 億 |
| 2022 年第 3 季 | 692 | $138.0 億 |
| 2022 年第 2 季 | 693 | $130.4 億 |
| 2022 年第 1 季 | 704 | $148.5 億 |
| 2021 年第 4 季 | 695 | $164.9 億 |
| 2021 年第 3 季 | 621 | $130.7 億 |
| 2021 年第 2 季 | 595 | $111.0 億 |
| 2021 年第 1 季 | 577 | $103.3 億 |
2025 年第 1 季持有機構
每家機構持有 Factset Research Systems Inc 的股數、市值與佔組合比重；股數變化跟 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Ofi Invest Asset Management | 3,741 | $157.5 萬 | 0.04% | −959−20.4% | 減碼 |
| Gotham Asset Management, LLC | 3,434 | $156.1 萬 | 0.01% | +3,434 | 新進 |
| Rakuten Investment Management, Inc. | 3,476 | $156.0 萬 | 0.01% | +3,476 | 新進 |
| Allspring Global Investments Holdings, LLC | 3,372 | $154.1 萬 | 0.00% | −52−1.5% | 減碼 |
| Taylor Frigon Capital Management LLC | 3,385 | $153.9 萬 | 0.92% | +18+0.5% | 加碼 |
| Nicholson Wealth Management Group, LLC | 3,371 | $153.3 萬 | 1.01% | +84+2.6% | 加碼 |
| Eads & Heald Wealth Management | 3,363 | $152.9 萬 | 0.78% | −64−1.9% | 減碼 |
| Wolf Group Capital Advisors | 3,335 | $151.6 萬 | 0.51% | −265−7.4% | 減碼 |
| Logan Capital Management Inc | 3,271 | $148.7 萬 | 0.07% | −6−0.2% | 減碼 |
| Oregon Public Employees Retirement Fund | 3,258 | $148.1 萬 | 0.03% | 00.0% | 不變 |
| Prudential PLC | 3,237 | $147.2 萬 | 0.01% | 00.0% | 不變 |
| Metis Global Partners, LLC | 3,201 | $145.5 萬 | 0.04% | +413+14.8% | 加碼 |
| Penobscot Investment Management Company, Inc. | 3,180 | $144.6 萬 | 0.14% | −120−3.6% | 減碼 |
| Achmea Investment Management B.V. | 3,152 | $143.3 萬 | 0.02% | 00.0% | 不變 |
| Robeco Institutional Asset Management B.V. | 3,135 | $142.5 萬 | 0.00% | +1,926+159.3% | 加碼 |
| Avanza Fonder AB | 3,084 | $139.3 萬 | 0.05% | 00.0% | 不變 |
| Shell Asset Management Co | 3,057 | $139.0 萬 | 0.07% | −128−4.0% | 減碼 |
| Integrated Investment Consultants, LLC | 3,056 | $138.9 萬 | 0.28% | +25+0.8% | 加碼 |
| Mizuho Securities USA LLC | 3,045 | $138.4 萬 | 0.03% | −555−15.4% | 減碼 |
| Pacific Point Advisors, LLC | 3,042 | $138.3 萬 | 0.78% | +295+10.7% | 加碼 |
| Northwestern Mutual Wealth Management Co | 3,034 | $137.9 萬 | 0.00% | −6,386−67.8% | 減碼 |
| Gen-Wealth Partners Inc | 3,032 | $137.9 萬 | 0.58% | +1,329+78.0% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 2,998 | $136.3 萬 | 0.04% | 00.0% | 不變 |
| Tredje AP-fonden | 2,994 | $136.1 萬 | 0.01% | 00.0% | 不變 |
| Kesler, Norman & Wride, LLC | 2,993 | $136.1 萬 | 0.26% | −201−6.3% | 減碼 |
| Spinnaker Trust | 2,922 | $132.8 萬 | 0.09% | 00.0% | 不變 |
| Mizuho Markets Americas LLC | 2,848 | $129.5 萬 | 0.03% | +2,848 | 新進 |
| Teachers Retirement System of the State of Kentucky | 2,829 | $128.6 萬 | 0.01% | 00.0% | 不變 |
| Ossiam | 2,795 | $127.1 萬 | 0.02% | −21−0.7% | 減碼 |
| SG Americas Securities, LLC | 2,766 | $125.8 萬 | 0.00% | +1,703+160.2% | 加碼 |
| Mission Wealth Management, LP | 2,748 | $124.9 萬 | 0.03% | +143+5.5% | 加碼 |
| Marshall Financial Group LLC | 2,711 | $123.3 萬 | 0.27% | +131+5.1% | 加碼 |
| Kingsview Wealth Management, LLC | 2,705 | $123.0 萬 | 0.02% | −27−1.0% | 減碼 |
| Wealthfront Advisers LLC | 2,680 | $121.8 萬 | 0.00% | +696+35.1% | 加碼 |
| Arkadios Wealth Advisors | 2,572 | $116.9 萬 | 0.04% | +6+0.2% | 加碼 |
| Ethic Inc. | 2,541 | $116.1 萬 | 0.02% | −401−13.6% | 減碼 |
| McDonald Partners LLC | 2,518 | $116.0 萬 | 0.30% | +171+7.3% | 加碼 |
| Knollwood Investment Advisory, LLC | 2,550 | $115.9 萬 | 0.13% | 00.0% | 不變 |
| Prime Capital Investment Advisors, LLC | 2,546 | $115.7 萬 | 0.01% | +84+3.4% | 加碼 |
| Dakota Wealth Management | 2,544 | $115.7 萬 | 0.03% | +46+1.8% | 加碼 |
| Burney Co | 2,538 | $115.4 萬 | 0.04% | −180−6.6% | 減碼 |
| MML Investors Services, LLC | 2,510 | $114.1 萬 | 0.00% | +208+9.0% | 加碼 |
| Lido Advisors, LLC | 2,494 | $113.4 萬 | 0.01% | −158−6.0% | 減碼 |
| Henshaw Capital LLC | 2,481 | $112.8 萬 | 0.05% | +246+11.0% | 加碼 |
| Legacy Advisors, LLC | 2,463 | $112.0 萬 | 0.12% | −28−1.1% | 減碼 |
| Texas Yale Capital Corp. | 2,432 | $110.6 萬 | 0.05% | +977+67.1% | 加碼 |
| Axxcess Wealth Management, LLC | 2,415 | $109.8 萬 | 0.03% | −144−5.6% | 減碼 |
| Radnor Capital Management, LLC | 2,410 | $109.6 萬 | 0.18% | 00.0% | 不變 |
| Portside Wealth Group, LLC | 2,398 | $109.0 萬 | 0.18% | −1,053−30.5% | 減碼 |
| Connable Office Inc | 2,390 | $108.7 萬 | 0.12% | 00.0% | 不變 |
| Dock Street Asset Management Inc | 2,377 | $108.1 萬 | 0.13% | +1,356+132.8% | 加碼 |
| Vident Advisory, LLC | 2,376 | $108.0 萬 | 0.02% | +1,100+86.2% | 加碼 |
| Colony Group, LLC | 2,369 | $107.8 萬 | 0.00% | −1,001−29.7% | 減碼 |
| Mercer Global Advisors Inc | 2,362 | $107.3 萬 | 0.00% | +260+12.4% | 加碼 |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 2,358 | $107.2 萬 | 0.58% | +2,358 | 新進 |
| Profit Investment Management, LLC | 2,349 | $106.8 萬 | 0.99% | 00.0% | 不變 |
| Palisade Asset Management, LLC | 2,345 | $106.6 萬 | 0.11% | +100+4.5% | 加碼 |
| Bullock Wealth Management Group | 2,311 | $105.6 萬 | 0.59% | −137−5.6% | 減碼 |
| Hartford Investment Management Co | 2,319 | $105.4 萬 | 0.04% | −24−1.0% | 減碼 |
| Blair William & Co | 2,295 | $104.3 萬 | 0.00% | −63−2.7% | 減碼 |
| Novem Group | 2,279 | $103.6 萬 | 0.15% | +611+36.6% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 2,270 | $103.2 萬 | 0.00% | −1,223−35.0% | 減碼 |
| Institute for Wealth Management, LLC. | 2,255 | $102.5 萬 | 0.13% | +108+5.0% | 加碼 |
| Advisory Services Network, LLC | 2,243 | $102.0 萬 | 0.02% | −183−7.5% | 減碼 |
| D.B. Root & Company, LLC | 2,218 | $100.8 萬 | 0.33% | +46+2.1% | 加碼 |
| Trail Ridge Investment Advisors, LLC | 2,200 | $100.0 萬 | 0.52% | 00.0% | 不變 |
| Schroder Investment Management Group | 2,210 | $99.2 萬 | 0.00% | −351−13.7% | 減碼 |
| Manchester Capital Management LLC | 2,092 | $95.1 萬 | 0.12% | −16−0.8% | 減碼 |
| J. Safra Sarasin Holding AG | 2,090 | $95.0 萬 | 0.02% | −185−8.1% | 減碼 |
| Securian Asset Management, Inc | 2,088 | $94.9 萬 | 0.03% | 00.0% | 不變 |
| Gulf International Bank (UK) Ltd | 2,076 | $94.3 萬 | 0.03% | −908−30.4% | 減碼 |
| Kestra Private Wealth Services, LLC | 2,061 | $93.7 萬 | 0.02% | +44+2.2% | 加碼 |
| Landscape Capital Management, L.L.C. | 2,058 | $93.6 萬 | 0.08% | +2,058 | 新進 |
| Davenport & Co LLC | 2,042 | $92.8 萬 | 0.01% | +359+21.3% | 加碼 |
| Allstate Corp | 2,026 | $92.1 萬 | 0.03% | +908+81.2% | 加碼 |
| Kinneret Advisory, LLC | 2,014 | $91.6 萬 | 0.09% | −7−0.3% | 減碼 |
| Jones Financial Companies LLLP | 2,029 | $91.1 萬 | 0.00% | +393+24.0% | 加碼 |
| Louisiana State Employees Retirement System | 2,000 | $90.9 萬 | 0.02% | 00.0% | 不變 |
| Benjamin Edwards Inc | 1,998 | $90.9 萬 | 0.01% | +36+1.8% | 加碼 |
| Mitchell & Pahl Private Wealth, LLC | 1,966 | $89.4 萬 | 0.42% | +6+0.3% | 加碼 |
| Diversified Trust Co | 1,956 | $88.9 萬 | 0.02% | −8−0.4% | 減碼 |
| Argent Capital Management LLC | 1,955 | $88.9 萬 | 0.03% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 1,949 | $88.6 萬 | 0.01% | −44−2.2% | 減碼 |
| Klein Pavlis & Peasley Financial, Inc. | 1,937 | $88.5 萬 | 0.64% | +141+7.9% | 加碼 |
| Valmark Advisers, Inc. | 1,944 | $88.4 萬 | 0.01% | +3+0.2% | 加碼 |
| Pacer Advisors, Inc. | 1,943 | $88.3 萬 | 0.00% | −1,088−35.9% | 減碼 |
| Private Advisor Group, LLC | 1,933 | $87.9 萬 | 0.01% | +477+32.8% | 加碼 |
| Ostrum Asset Management | 1,932 | $87.8 萬 | 0.05% | −1,738−47.4% | 減碼 |
| Norinchukin Bank, The | 1,919 | $87.2 萬 | 0.02% | +249+14.9% | 加碼 |
| Stratos Wealth Partners, LTD. | 1,917 | $87.2 萬 | 0.01% | −679−26.2% | 減碼 |
| Allianz Asset Management GmbH | 1,857 | $84.4 萬 | 0.00% | −1,803−49.3% | 減碼 |
| Gibbs Wealth Management | 1,853 | $84.2 萬 | 0.20% | +367+24.7% | 加碼 |
| Cerro Pacific Wealth Advisors LLC | 1,753 | $84.2 萬 | 0.27% | −6−0.3% | 減碼 |
| Formidable Asset Management, LLC | 1,839 | $83.6 萬 | 0.14% | −43−2.3% | 減碼 |
| E. Ohman J:or Asset Management AB | 1,804 | $82.0 萬 | 0.02% | 00.0% | 不變 |
| New Mexico Educational Retirement Board | 1,800 | $81.8 萬 | 0.03% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 1,796 | $81.7 萬 | 0.02% | −110−5.8% | 減碼 |
| Maryland State Retirement & Pension System | 1,778 | $80.8 萬 | 0.02% | −327−15.5% | 減碼 |
| Chicago Capital, LLC | 1,771 | $80.5 萬 | 0.02% | 00.0% | 不變 |
| Natixis | 1,776 | $80.1 萬 | 0.00% | −1,277−41.8% | 減碼 |