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 |
|---|---|---|---|---|---|
| SkyView Investment Advisors, LLC | 1,761 | $80.0 萬 | 0.12% | +99+6.0% | 加碼 |
| Tower Research Capital LLC (TRC) | 1,757 | $79.9 萬 | 0.02% | −1,212−40.8% | 減碼 |
| Glenmede Trust Co NA | 1,738 | $79.0 萬 | 0.00% | −74−4.1% | 減碼 |
| Board of the Pension Protection Fund | 1,700 | $77.3 萬 | 0.88% | +800+88.9% | 加碼 |
| Congress Asset Management Co | 1,691 | $76.9 萬 | 0.01% | −229,107−99.3% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 1,685 | $76.6 萬 | 0.01% | −421−20.0% | 減碼 |
| Assenagon Asset Management S.A. | 1,665 | $75.7 萬 | 0.00% | −4,831−74.4% | 減碼 |
| Oppenheimer Asset Management Inc. | 1,599 | $72.7 萬 | 0.01% | −3,568−69.1% | 減碼 |
| Gamco Investors, Inc. Et Al | 1,565 | $71.2 萬 | 0.01% | 00.0% | 不變 |
| Advisors Preferred, LLC | 1,553 | $71.0 萬 | 0.10% | +1,553 | 新進 |
| Promus Capital, LLC | 1,534 | $69.7 萬 | 0.53% | +107+7.5% | 加碼 |
| Omers Administration Corp | 1,510 | $68.7 萬 | 0.01% | −177−10.5% | 減碼 |
| Anchor Capital Advisors LLC | 1,500 | $68.2 萬 | 0.02% | 00.0% | 不變 |
| Y-Intercept (Hong Kong) Ltd | 1,479 | $67.2 萬 | 0.05% | +1,479 | 新進 |
| CoreCap Advisors, LLC | 1,477 | $67.2 萬 | 0.03% | +143+10.7% | 加碼 |
| Fifth Third Bancorp | 1,470 | $66.8 萬 | 0.00% | +23+1.6% | 加碼 |
| CWM, LLC | 1,469 | $66.8 萬 | 0.00% | −357−19.6% | 減碼 |
| SlateStone Wealth, LLC | 1,465 | $66.6 萬 | 0.07% | +1,465 | 新進 |
| FourThought Financial Partners, LLC | 1,457 | $66.2 萬 | 0.07% | +20+1.4% | 加碼 |
| PGGM Investments | 1,444 | $65.7 萬 | 0.01% | 00.0% | 不變 |
| J. W. Coons Advisors, LLC | 1,445 | $65.7 萬 | 0.17% | 00.0% | 不變 |
| Central Pacific Bank - Trust Division | 1,444 | $65.7 萬 | 0.09% | −19−1.3% | 減碼 |
| Conestoga Capital Advisors, LLC | 1,437 | $65.3 萬 | 0.01% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 1,433 | $65.1 萬 | 0.02% | −20−1.4% | 減碼 |
| HB Wealth Management, LLC | 1,427 | $64.9 萬 | 0.01% | +903+172.3% | 加碼 |
| Verition Fund Management LLC | 1,396 | $63.5 萬 | 0.00% | −45,266−97.0% | 減碼 |
| QRG Capital Management, Inc. | 1,339 | $60.9 萬 | 0.01% | +60+4.7% | 加碼 |
| Panagora Asset Management Inc | 1,338 | $60.8 萬 | 0.00% | −2,585−65.9% | 減碼 |
| Impact Capital Partners LLC | 1,306 | $59.4 萬 | 0.22% | +91+7.5% | 加碼 |
| Norden Group LLC | 1,296 | $58.9 萬 | 0.07% | −2,052−61.3% | 減碼 |
| Global X Japan Co., Ltd. | 1,296 | $58.9 萬 | 0.07% | +1,296 | 新進 |
| Independent Advisor Alliance | 1,290 | $58.7 萬 | 0.02% | +851+193.8% | 加碼 |
| CIBC Private Wealth Group, LLC | 1,470 | $58.6 萬 | 0.00% | −117−7.4% | 減碼 |
| Dividend Assets Capital, LLC | 1,285 | $58.4 萬 | 0.11% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 1,280 | $58.2 萬 | 0.01% | +1,280 | 新進 |
| Park Avenue Securities LLC | 1,269 | $57.7 萬 | 0.01% | −703−35.6% | 減碼 |
| Capital Investment Services of America, Inc. | 1,250 | $56.8 萬 | 0.06% | −80−6.0% | 減碼 |
| Mattern Wealth Management LLC | 1,226 | $55.7 萬 | 0.12% | +49+4.2% | 加碼 |
| Baker Tilly Wealth Management, LLC | 1,213 | $55.2 萬 | 0.22% | −64−5.0% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 1,210 | $55.0 萬 | 0.01% | +4+0.3% | 加碼 |
| Quantum Private Wealth, LLC | 1,202 | $54.6 萬 | 0.21% | 00.0% | 不變 |
| Mayflower Financial Advisors, LLC | 1,201 | $54.6 萬 | 0.08% | −2−0.2% | 減碼 |
| KFG Wealth Management, LLC | 1,195 | $54.3 萬 | 0.10% | +69+6.1% | 加碼 |
| Koshinski Asset Management, Inc. | 1,178 | $53.5 萬 | 0.05% | +287+32.2% | 加碼 |
| Bessemer Group Inc | 1,176 | $53.5 萬 | 0.00% | +870+284.3% | 加碼 |
| Vontobel Holding Ltd. | 1,173 | $53.3 萬 | 0.00% | −109−8.5% | 減碼 |
| Sage Private Wealth Group, LLC | 1,162 | $52.8 萬 | 0.40% | +34+3.0% | 加碼 |
| Nilsine Partners, LLC | 1,152 | $52.4 萬 | 0.06% | −71−5.8% | 減碼 |
| denkapparat Operations GmbH | 1,148 | $52.2 萬 | 0.55% | +596+108.0% | 加碼 |
| Argent Trust Co | 1,144 | $52.0 萬 | 0.02% | −70−5.8% | 減碼 |
| ASR Vermogensbeheer N.V. | 1,126 | $51.2 萬 | 0.01% | +1,126 | 新進 |
| Summit Financial, LLC | 1,125 | $51.1 萬 | 0.01% | +4+0.4% | 加碼 |
| D.A. Davidson & Co. | 1,118 | $50.8 萬 | 0.00% | 00.0% | 不變 |
| Contravisory Investment Management, Inc. | 1,117 | $50.8 萬 | 0.11% | +1,117 | 新進 |
| HM Payson & Co | 1,116 | $50.7 萬 | 0.01% | −172−13.4% | 減碼 |
| Applied Finance Capital Management, LLC | 1,112 | $50.6 萬 | 0.04% | +55+5.2% | 加碼 |
| Verity & Verity, LLC | 1,106 | $50.3 萬 | 0.04% | +103+10.3% | 加碼 |
| Merit Financial Group, LLC | 1,104 | $50.2 萬 | 0.01% | +1,104 | 新進 |
| Birch Hill Investment Advisors LLC | 1,098 | $49.9 萬 | 0.02% | 00.0% | 不變 |
| Tokio Marine Asset Management Co Ltd | 1,096 | $49.8 萬 | 0.02% | +46+4.4% | 加碼 |
| McElhenny Sheffield Capital Management, LLC | 1,090 | $49.6 萬 | 0.19% | +1,090 | 新進 |
| Bryn Mawr Trust Co | 1,087 | $49.4 萬 | 0.01% | +182+20.1% | 加碼 |
| Apollon Wealth Management, LLC | 1,084 | $49.3 萬 | 0.01% | +106+10.8% | 加碼 |
| Provident Investment Management, Inc. | 1,083 | $49.2 萬 | 0.05% | −20−1.8% | 減碼 |
| Financial Advocates Investment Management | 1,080 | $49.1 萬 | 0.03% | +26+2.5% | 加碼 |
| Avantax Advisory Services, Inc. | 1,080 | $49.1 萬 | 0.00% | −134−11.0% | 減碼 |
| Sequoia Financial Advisors, LLC | 1,077 | $49.0 萬 | 0.00% | +58+5.7% | 加碼 |
| Empirical Asset Management, LLC | 1,076 | $48.9 萬 | 0.17% | −1,692−61.1% | 減碼 |
| Miracle Mile Advisors, LLC | 1,074 | $48.8 萬 | 0.01% | −22−2.0% | 減碼 |
| Ninety One SA (PTY) Ltd | 1,068 | $48.6 萬 | 0.09% | +21+2.0% | 加碼 |
| Alliance Wealth Advisors, LLC | 1,056 | $48.0 萬 | 0.13% | −868−45.1% | 減碼 |
| LMCG Investments, LLC | 1,056 | $48.0 萬 | 0.03% | −10−0.9% | 減碼 |
| Aspen Grove Capital, LLC | 1,046 | $47.6 萬 | 0.09% | +1,046 | 新進 |
| Lindenwold Advisors | 1,045 | $47.5 萬 | 0.26% | −17−1.6% | 減碼 |
| Cresset Asset Management, LLC | 1,043 | $47.4 萬 | 0.00% | −336−24.4% | 減碼 |
| Wesbanco Bank Inc | 1,029 | $46.8 萬 | 0.02% | 00.0% | 不變 |
| V-Square Quantitative Management LLC | 1,029 | $46.8 萬 | 0.07% | +40+4.0% | 加碼 |
| Ashton Thomas Securities, LLC | 1,023 | $46.5 萬 | 0.13% | −9−0.9% | 減碼 |
| Amiral Gestion | 1,000 | $45.5 萬 | 0.25% | 00.0% | 不變 |
| Ballentine Partners, LLC | 998 | $45.4 萬 | 0.01% | +10+1.0% | 加碼 |
| Leonteq Securities AG | 995 | $45.2 萬 | 0.03% | +301+43.4% | 加碼 |
| First Financial Bank - Trust Division | 993 | $45.1 萬 | 0.04% | −1,058−51.6% | 減碼 |
| Hurlow Wealth Management Group, Inc. | 988 | $44.9 萬 | 0.14% | 00.0% | 不變 |
| Silver Lake Advisory, LLC | 981 | $44.6 萬 | 0.19% | 00.0% | 不變 |
| Stock Yards Bank & Trust Co | 978 | $44.5 萬 | 0.02% | −13−1.3% | 減碼 |
| Empowered Funds, LLC | 972 | $44.2 萬 | 0.01% | +210+27.6% | 加碼 |
| Douglass Winthrop Advisors, LLC | 971 | $44.1 萬 | 0.01% | 00.0% | 不變 |
| Empirical Finance, LLC | 971 | $44.1 萬 | 0.03% | +54+5.9% | 加碼 |
| Toroso Investments, LLC | 960 | $43.6 萬 | 0.00% | −128−11.8% | 減碼 |
| Daymark Wealth Partners, LLC | 957 | $43.5 萬 | 0.02% | −12−1.2% | 減碼 |
| D. E. Shaw & Co., Inc. | 946 | $43.0 萬 | 0.00% | −3,644−79.4% | 減碼 |
| GAMMA Investing LLC | 946 | $43.0 萬 | 0.03% | −115−10.8% | 減碼 |
| Ci Investments Inc. | 945 | $43.0 萬 | 0.00% | +92+10.8% | 加碼 |
| Apeiron RIA LLC | 945 | $43.0 萬 | 0.13% | +59+6.7% | 加碼 |
| Meeder Advisory Services, Inc. | 942 | $42.8 萬 | 0.03% | −29−3.0% | 減碼 |
| National Philanthropic Trust | 940 | $42.7 萬 | 0.01% | 00.0% | 不變 |
| Wallace Advisory Group, LLC | 885 | $42.5 萬 | 0.29% | −9−1.0% | 減碼 |
| Atlas Legacy Advisors, LLC | 920 | $41.8 萬 | 0.11% | +2+0.2% | 加碼 |
| Numerai GP LLC | 908 | $41.3 萬 | 0.08% | −1,492−62.2% | 減碼 |
| Andina Capital Management, LLC | 907 | $41.2 萬 | 0.29% | +174+23.7% | 加碼 |