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 4 季 13F 持有人
Factset Research Systems Inc 在 2025/12/31 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
- 798
- 較 2025 年第 3 季 +41 家
- 持有股數
- 3,642 萬
- 較 2025 年第 3 季 −45.6 萬 (−1.2%)
- 總市值
- $105.7 億
- 較 2025 年第 3 季 +$654.7 萬 (+0.1%)
- 新進機構
- 169
- 另有 253 家加碼
- 清倉機構
- 128
- 另有 280 家減碼
另有 18 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 2025 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Securian Asset Management, Inc | 1,021 | $29.6 萬 | 0.01% | −767−42.9% | 減碼 |
| LMCG Investments, LLC | 1,032 | $29.9 萬 | 0.02% | 00.0% | 不變 |
| KFG Wealth Management, LLC | 1,032 | $30.0 萬 | 0.04% | −193−15.8% | 減碼 |
| Farther Finance Advisors, LLC | 1,037 | $30.1 萬 | 0.00% | +475+84.5% | 加碼 |
| Winthrop Capital Management, LLC | 1,043 | $30.3 萬 | 0.07% | +1,043 | 新進 |
| Midway Capital Research & Management | 1,047 | $30.4 萬 | 0.30% | +1,047 | 新進 |
| Storebrand Asset Management AS | 1,048 | $30.4 萬 | 0.00% | −7,487−87.7% | 減碼 |
| Ashton Thomas Securities, LLC | 1,061 | $30.8 萬 | 0.06% | +58+5.8% | 加碼 |
| Ninety One SA (PTY) Ltd | 1,068 | $31.0 萬 | 0.01% | 00.0% | 不變 |
| Signaturefd, LLC | 1,068 | $31.0 萬 | 0.00% | +673+170.4% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1,069 | $31.0 萬 | 0.00% | −3,854−78.3% | 減碼 |
| Horizon Investments, LLC | 1,069 | $31.0 萬 | 0.00% | +12+1.1% | 加碼 |
| Cerro Pacific Wealth Advisors LLC | 1,071 | $31.1 萬 | 0.08% | −334−23.8% | 減碼 |
| Evergreen Capital Management LLC | 1,071 | $31.1 萬 | 0.01% | +365+51.7% | 加碼 |
| Daymark Wealth Partners, LLC | 1,082 | $31.4 萬 | 0.01% | +165+18.0% | 加碼 |
| Kestra Advisory Services, LLC | 1,103 | $32.0 萬 | 0.00% | +1,103 | 新進 |
| IFP Advisors, Inc | 1,105 | $32.1 萬 | 0.01% | +425+62.5% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 1,110 | $32.2 萬 | 0.00% | −3,313−74.9% | 減碼 |
| Fort Washington Investment Advisors Inc | 1,117 | $32.4 萬 | 0.00% | +46+4.3% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,118 | $32.4 萬 | 0.01% | +9+0.8% | 加碼 |
| South Dakota Investment Council | 1,120 | $32.5 萬 | 0.01% | +170+17.9% | 加碼 |
| Nilsine Partners, LLC | 1,123 | $32.6 萬 | 0.03% | +19+1.7% | 加碼 |
| Legacy Financial Advisors, Inc. | 1,131 | $32.8 萬 | 0.05% | +330+41.2% | 加碼 |
| Greenleaf Trust | 1,134 | $32.9 萬 | 0.00% | −2,692−70.4% | 減碼 |
| NEOS Investment Management LLC | 1,143 | $33.2 萬 | 0.00% | +53+4.9% | 加碼 |
| Larson Financial Group LLC | 1,149 | $33.3 萬 | 0.01% | +310+36.9% | 加碼 |
| Pinnacle Associates Ltd | 1,150 | $33.4 萬 | 0.00% | +1,150 | 新進 |
| DRW Securities, LLC | 1,151 | $33.4 萬 | 0.03% | −1,825−61.3% | 減碼 |
| Applied Finance Capital Management, LLC | 1,155 | $33.5 萬 | 0.02% | +180+18.5% | 加碼 |
| Whittier Trust Co | 1,155 | $33.8 萬 | 0.00% | −2,444−67.9% | 減碼 |
| Nomura Holdings Inc | 1,171 | $34.0 萬 | 0.00% | −30,742−96.3% | 減碼 |
| Baker Tilly Wealth Management, LLC | 1,172 | $34.0 萬 | 0.08% | +18+1.6% | 加碼 |
| Summit Financial, LLC | 1,175 | $34.1 萬 | 0.01% | −125−9.6% | 減碼 |
| Vise Technologies, Inc. | 1,178 | $34.2 萬 | 0.01% | +1,178 | 新進 |
| Vident Advisory, LLC | 1,178 | $34.2 萬 | 0.00% | +11+0.9% | 加碼 |
| Caitlin John, LLC | 1,181 | $34.3 萬 | 0.22% | +1,142+2,928.2% | 加碼 |
| Private Advisor Group, LLC | 1,185 | $34.4 萬 | 0.00% | −348−22.7% | 減碼 |
| Ofi Invest Asset Management | 1,185 | $34.4 萬 | 0.00% | +1,185 | 新進 |
| Amica Mutual Insurance Co | 1,186 | $34.4 萬 | 0.03% | +549+86.2% | 加碼 |
| Moore Capital Management, LP | 1,189 | $34.5 萬 | 0.01% | +1,189 | 新進 |
| Northwestern Mutual Investment Management Company, LLC | 1,198 | $34.8 萬 | 0.00% | −7−0.6% | 減碼 |
| Parallel Advisors, LLC | 1,207 | $35.0 萬 | 0.01% | +921+322.0% | 加碼 |
| Laird Norton Trust Company, LLC | 1,215 | $35.3 萬 | 0.01% | +1,215 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 1,216 | $35.3 萬 | 0.00% | −3,271−72.9% | 減碼 |
| Andina Capital Management, LLC | 1,236 | $35.9 萬 | 0.22% | +50+4.2% | 加碼 |
| V-Square Quantitative Management LLC | 1,244 | $36.1 萬 | 0.04% | +1,244 | 新進 |
| Mayflower Financial Advisors, LLC | 1,245 | $36.1 萬 | 0.04% | +43+3.6% | 加碼 |
| Capital Investment Services of America, Inc. | 1,250 | $36.3 萬 | 0.03% | 00.0% | 不變 |
| Alhambra Investment Partners LLC | 1,259 | $36.5 萬 | 0.17% | +84+7.1% | 加碼 |
| Clearstead Advisors, LLC | 1,263 | $36.7 萬 | 0.00% | +1,172+1,287.9% | 加碼 |
| Dividend Assets Capital, LLC | 1,270 | $36.9 萬 | 0.07% | −15−1.2% | 減碼 |
| Savant Capital, LLC | 1,277 | $37.1 萬 | 0.00% | +414+48.0% | 加碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 1,279 | $37.1 萬 | 0.07% | +1,140+820.1% | 加碼 |
| Waddell & Associates, LLC | 1,280 | $37.1 萬 | 0.03% | +1,280 | 新進 |
| Tandem Investment Advisors, Inc. | 1,283 | $37.2 萬 | 0.01% | −144,845−99.1% | 減碼 |
| Allworth Financial LP | 1,296 | $37.6 萬 | 0.00% | +1,183+1,046.9% | 加碼 |
| North Dakota State Investment Board | 1,306 | $37.9 萬 | 0.01% | +1,306 | 新進 |
| Transcend Wealth Collective, LLC | 1,317 | $38.2 萬 | 0.03% | +1,317 | 新進 |
| Vontobel Holding Ltd. | 1,331 | $38.6 萬 | 0.00% | +224+20.2% | 加碼 |
| Panagora Asset Management Inc | 1,336 | $38.8 萬 | 0.00% | −879−39.7% | 減碼 |
| Penobscot Investment Management Company, Inc. | 1,340 | $38.9 萬 | 0.03% | −430−24.3% | 減碼 |
| Institute for Wealth Management, LLC. | 1,380 | $40.1 萬 | 0.04% | −948−40.7% | 減碼 |
| National Wealth Management Group, LLC | 1,388 | $40.3 萬 | 0.14% | +1,388 | 新進 |
| Lido Advisors, LLC | 1,408 | $40.4 萬 | 0.00% | +203+16.8% | 加碼 |
| Aviva PLC | 1,407 | $40.8 萬 | 0.00% | −28,389−95.3% | 減碼 |
| Omers Administration Corp | 1,410 | $40.9 萬 | 0.00% | −2,100−59.8% | 減碼 |
| Graham Capital Management, L.P. | 1,412 | $41.0 萬 | 0.01% | +26+1.9% | 加碼 |
| MAI Capital Management | 1,433 | $41.6 萬 | 0.00% | −1,678−53.9% | 減碼 |
| CIBC Private Wealth Group, LLC | 1,443 | $41.9 萬 | 0.00% | +83+6.1% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,480 | $42.9 萬 | 0.00% | −26,017−94.6% | 減碼 |
| SlateStone Wealth, LLC | 1,485 | $43.1 萬 | 0.04% | +20+1.4% | 加碼 |
| Savvy Advisors, Inc. | 1,491 | $43.3 萬 | 0.01% | +1,491 | 新進 |
| Anchor Capital Advisors LLC | 1,500 | $43.5 萬 | 0.01% | 00.0% | 不變 |
| Miracle Mile Advisors, LLC | 1,510 | $43.8 萬 | 0.01% | +365+31.9% | 加碼 |
| MUFG Securities EMEA plc | 1,536 | $44.6 萬 | 0.01% | +812+112.2% | 加碼 |
| Harrell Investment Partners, LLC | 1,542 | $44.7 萬 | 0.11% | −159−9.3% | 減碼 |
| Procyon Private Wealth Partners, LLC | 1,547 | $44.9 萬 | 0.02% | −147−8.7% | 減碼 |
| Ballentine Partners, LLC | 1,547 | $44.9 萬 | 0.01% | +534+52.7% | 加碼 |
| Stephens Inc | 1,568 | $45.5 萬 | 0.01% | −4,723−75.1% | 減碼 |
| Absher Wealth Management, LLC | 1,570 | $45.6 萬 | 0.05% | +554+54.5% | 加碼 |
| AE Wealth Management LLC | 1,570 | $45.6 萬 | 0.00% | +1,570 | 新進 |
| EverSource Wealth Advisors, LLC | 1,579 | $45.8 萬 | 0.02% | +1,421+899.4% | 加碼 |
| Cresset Asset Management, LLC | 1,584 | $46.0 萬 | 0.00% | +631+66.2% | 加碼 |
| Oppenheimer Asset Management Inc. | 1,588 | $46.1 萬 | 0.01% | +89+5.9% | 加碼 |
| Chicago Partners Investment Group LLC | 1,615 | $46.3 萬 | 0.01% | +1,615 | 新進 |
| Portside Wealth Group, LLC | 1,600 | $46.4 萬 | 0.06% | −900−36.0% | 減碼 |
| Macquarie Group Ltd | 1,606 | $46.6 萬 | 0.00% | −1,038−39.3% | 減碼 |
| Davenport & Co LLC | 1,616 | $46.9 萬 | 0.00% | −414−20.4% | 減碼 |
| Skopos Labs, Inc. | 1,605 | $47.1 萬 | 0.02% | +1,605 | 新進 |
| NewEdge Wealth, LLC | 1,638 | $47.5 萬 | 0.01% | −3,893−70.4% | 減碼 |
| Walleye Capital LLC | 1,640 | $47.6 萬 | 0.00% | +1,194+267.7% | 加碼 |
| Alpha Family Trust | 1,640 | $47.6 萬 | 0.22% | +1,640 | 新進 |
| Brinker Capital Investments, LLC | 1,654 | $48.0 萬 | 0.00% | +1,654 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 1,662 | $48.2 萬 | 0.00% | −713−30.0% | 減碼 |
| Rothschild Investment LLC | 1,666 | $48.3 萬 | 0.03% | +1,661+33,220.0% | 加碼 |
| Advisory Alpha, LLC | 1,672 | $48.5 萬 | 0.01% | +468+38.9% | 加碼 |
| Cynosure Management, LLC | 1,673 | $48.5 萬 | 0.05% | +1,673 | 新進 |
| BDFS Capital LLC | 1,697 | $49.2 萬 | 0.25% | +1,697 | 新進 |
| New Mexico Educational Retirement Board | 1,700 | $49.3 萬 | 0.01% | 00.0% | 不變 |
| Ahara Advisors LLC | 1,710 | $49.6 萬 | 0.45% | +1,710 | 新進 |