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。
2026 年第 1 季 13F 持有人
Factset Research Systems Inc 在 2026/3/31 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
- 726
- 較 2025 年第 4 季 −60 家
- 持有股數
- 3,783 萬
- 較 2025 年第 4 季 +640.2 萬 (+20.4%)
- 總市值
- $82.1 億
- 較 2025 年第 4 季 −$9.08 億 (−10.0%)
- 新進機構
- 105
- 另有 270 家加碼
- 清倉機構
- 165
- 另有 256 家減碼
另有 12 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 |
2026 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1,444 | $31.3 萬 | 0.00% | +375+35.1% | 加碼 |
| Apollon Wealth Management, LLC | 1,452 | $31.5 萬 | 0.01% | −391−21.2% | 減碼 |
| Cresset Asset Management, LLC | 1,475 | $32.0 萬 | 0.00% | −109−6.9% | 減碼 |
| Daymark Wealth Partners, LLC | 1,488 | $32.3 萬 | 0.01% | +406+37.5% | 加碼 |
| Anchor Capital Advisors LLC | 1,500 | $32.5 萬 | 0.01% | 00.0% | 不變 |
| Davenport & Co LLC | 1,529 | $33.2 萬 | 0.00% | −87−5.4% | 減碼 |
| MUFG Securities EMEA plc | 1,536 | $33.3 萬 | 0.00% | 00.0% | 不變 |
| Caitlin John, LLC | 1,545 | $33.5 萬 | 0.20% | +364+30.8% | 加碼 |
| Wealthfront Advisers LLC | 1,549 | $33.6 萬 | 0.00% | −682−30.6% | 減碼 |
| JGP Wealth Management, LLC | 1,550 | $33.6 萬 | 0.03% | −1,586−50.6% | 減碼 |
| Vise Technologies, Inc. | 1,178 | $34.2 萬 | 0.01% | 00.0% | 不變 |
| GAMMA Investing LLC | 1,591 | $34.5 萬 | 0.02% | −405−20.3% | 減碼 |
| SlateStone Wealth, LLC | 1,625 | $35.3 萬 | 0.03% | +140+9.4% | 加碼 |
| MAI Capital Management | 1,637 | $35.5 萬 | 0.00% | +204+14.2% | 加碼 |
| Brighton Jones LLC | 1,663 | $36.1 萬 | 0.01% | +1,663 | 新進 |
| D.A. Davidson & Co. | 1,674 | $36.3 萬 | 0.00% | +1,674 | 新進 |
| MCF Advisors LLC | 1,689 | $36.6 萬 | 0.02% | +1,425+539.8% | 加碼 |
| New Mexico Educational Retirement Board | 1,700 | $36.9 萬 | 0.01% | 00.0% | 不變 |
| Stevens Capital Management LP | 1,707 | $37.0 萬 | 0.06% | +1,707 | 新進 |
| Argonautica Private Wealth Management, Inc | 1,713 | $37.2 萬 | 0.11% | +1,713 | 新進 |
| Leonteq Securities AG | 1,727 | $37.5 萬 | 0.02% | +1,086+169.4% | 加碼 |
| Jump Financial, LLC | 1,727 | $37.5 萬 | 0.01% | +1,727 | 新進 |
| Ci Investments Inc. | 1,742 | $37.8 萬 | 0.00% | +2+0.1% | 加碼 |
| Blair William & Co | 1,766 | $38.3 萬 | 0.00% | −1,444−45.0% | 減碼 |
| Karani Asset Management LLC | 1,767 | $38.3 萬 | 0.34% | +1,767 | 新進 |
| Ahara Advisors LLC | 1,773 | $38.5 萬 | 0.32% | +63+3.7% | 加碼 |
| Patton Fund Management, Inc. | 1,795 | $38.9 萬 | 0.07% | +987+122.2% | 加碼 |
| Regions Financial Corp | 1,798 | $39.0 萬 | 0.00% | −2,324−56.4% | 減碼 |
| KBC Group NV | 1,814 | $39.4 萬 | 0.00% | −1,401−43.6% | 減碼 |
| Venturi Wealth Management, LLC | 1,820 | $39.5 萬 | 0.02% | −1,092−37.5% | 減碼 |
| Asset Management One Co.,Ltd. | 1,829 | $39.7 萬 | 0.00% | −14−0.8% | 減碼 |
| Savant Capital, LLC | 1,842 | $40.0 萬 | 0.00% | +565+44.2% | 加碼 |
| Kinneret Advisory, LLC | 1,864 | $40.4 萬 | 0.04% | −83−4.3% | 減碼 |
| Maryland State Retirement & Pension System | 1,873 | $40.6 萬 | 0.01% | 00.0% | 不變 |
| Valmark Advisers, Inc. | 1,877 | $40.7 萬 | 0.00% | −30−1.6% | 減碼 |
| Oppenheimer Asset Management Inc. | 1,890 | $41.0 萬 | 0.00% | +302+19.0% | 加碼 |
| Pilgrim Partners Asia Pte Ltd | 1,900 | $41.2 萬 | 0.17% | −900−32.1% | 減碼 |
| Louisiana State Employees Retirement System | 1,900 | $41.2 萬 | 0.01% | 00.0% | 不變 |
| Krilogy Financial LLC | 1,792 | $41.5 萬 | 0.01% | −2,130−54.3% | 減碼 |
| Mutual Advisors, LLC | 1,940 | $42.1 萬 | 0.01% | +198+11.4% | 加碼 |
| BDFS Capital LLC | 1,943 | $42.2 萬 | 0.20% | +246+14.5% | 加碼 |
| Argent Capital Management LLC | 1,955 | $42.4 萬 | 0.01% | 00.0% | 不變 |
| Milestone Asset Management Group, LLC | 1,969 | $42.7 萬 | 0.25% | −11−0.6% | 減碼 |
| Norinchukin Bank, The | 1,985 | $43.1 萬 | 0.01% | −11−0.6% | 減碼 |
| Utah Retirement Systems | 2,007 | $43.5 萬 | 0.00% | −4,210−67.7% | 減碼 |
| Ethic Inc. | 2,009 | $43.6 萬 | 0.01% | −984−32.9% | 減碼 |
| Virginia Retirement Systems Et Al | 2,080 | $45.1 萬 | 0.00% | −3,440−62.3% | 減碼 |
| R Squared Ltd | 2,090 | $45.4 萬 | 0.25% | +2,090 | 新進 |
| Prospera Financial Services Inc | 2,087 | $45.4 萬 | 0.01% | −59−2.7% | 減碼 |
| Hartford Investment Management Co | 2,092 | $45.4 萬 | 0.01% | −90−4.1% | 減碼 |
| SkyView Investment Advisors, LLC | 2,019 | $45.4 萬 | 0.06% | +112+5.9% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 2,100 | $45.6 萬 | 0.00% | −21,700−91.2% | 減碼 |
| Landscape Capital Management, L.L.C. | 2,120 | $46.0 萬 | 0.03% | +2,120 | 新進 |
| Everence Capital Management Inc | 2,139 | $46.4 萬 | 0.03% | +2,139 | 新進 |
| Seelaus Asset Management LLC | 2,145 | $46.5 萬 | 0.34% | +135+6.7% | 加碼 |
| Aviva PLC | 2,150 | $46.7 萬 | 0.00% | +743+52.8% | 加碼 |
| Private Advisor Group, LLC | 2,152 | $46.7 萬 | 0.00% | +967+81.6% | 加碼 |
| Concurrent Investment Advisors, LLC | 2,162 | $46.9 萬 | 0.01% | −3,521−62.0% | 減碼 |
| Credit Agricole S A | 2,181 | $47.3 萬 | 0.00% | −6,386−74.5% | 減碼 |
| Trail Ridge Investment Advisors, LLC | 2,200 | $47.7 萬 | 0.21% | 00.0% | 不變 |
| Manchester Capital Management LLC | 2,238 | $48.6 萬 | 0.07% | −10−0.4% | 減碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 2,239 | $48.6 萬 | 0.00% | +2,239 | 新進 |
| Mizuho Securities USA LLC | 2,243 | $48.7 萬 | 0.01% | −484−17.7% | 減碼 |
| Empirical Asset Management, LLC | 2,254 | $48.9 萬 | 0.13% | +144+6.8% | 加碼 |
| DnB Asset Management AS | 2,256 | $49.0 萬 | 0.00% | +1,241+122.3% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 2,329 | $50.5 萬 | 0.00% | +849+57.4% | 加碼 |
| AE Wealth Management LLC | 2,334 | $50.6 萬 | 0.00% | +764+48.7% | 加碼 |
| Advisory Alpha, LLC | 2,352 | $51.0 萬 | 0.01% | +680+40.7% | 加碼 |
| Independent Advisor Alliance | 2,369 | $51.4 萬 | 0.01% | +595+33.5% | 加碼 |
| Eads & Heald Wealth Management | 2,376 | $51.6 萬 | 0.26% | −646−21.4% | 減碼 |
| Mather Group, LLC. | 2,387 | $51.8 萬 | 0.01% | +2,387 | 新進 |
| Connable Office Inc | 2,390 | $51.9 萬 | 0.05% | 00.0% | 不變 |
| Board of the Pension Protection Fund | 2,400 | $52.1 萬 | 0.48% | +2,280+1,900.0% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 2,410 | $52.3 萬 | 0.00% | +1,194+98.2% | 加碼 |
| Kesler, Norman & Wride, LLC | 2,465 | $53.5 萬 | 0.09% | −247−9.1% | 減碼 |
| Blackstone Group Inc. | 2,491 | $54.1 萬 | 0.00% | +2,491 | 新進 |
| Portside Wealth Group, LLC | 2,492 | $54.1 萬 | 0.07% | +892+55.8% | 加碼 |
| D.B. Root & Company, LLC | 2,517 | $54.6 萬 | 0.13% | +12+0.5% | 加碼 |
| Gibbs Wealth Management | 2,517 | $54.6 萬 | 0.07% | +2,517 | 新進 |
| Henshaw Capital LLC | 2,518 | $54.6 萬 | 0.02% | +14+0.6% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 2,524 | $54.8 萬 | 0.02% | +10+0.4% | 加碼 |
| Naples Global Advisors, LLC | 2,530 | $54.9 萬 | 0.04% | −3,601−58.7% | 減碼 |
| Knollwood Investment Advisory, LLC | 2,550 | $55.3 萬 | 0.06% | 00.0% | 不變 |
| Mission Wealth Management, LP | 2,634 | $57.1 萬 | 0.01% | +108+4.3% | 加碼 |
| Integrated Wealth Concepts LLC | 2,641 | $57.3 萬 | 0.00% | −394−13.0% | 減碼 |
| Illinois Municipal Retirement Fund | 2,649 | $57.5 萬 | 0.01% | −1,114−29.6% | 減碼 |
| Colony Group, LLC | 2,653 | $57.5 萬 | 0.00% | −4,004−60.1% | 減碼 |
| Chicago Partners Investment Group LLC | 2,468 | $59.9 萬 | 0.01% | +853+52.8% | 加碼 |
| Bank of Nova Scotia | 2,790 | $60.5 萬 | 0.00% | −1,048−27.3% | 減碼 |
| Mitchell & Pahl Private Wealth, LLC | 2,792 | $60.6 萬 | 0.25% | +561+25.1% | 加碼 |
| Polymer Capital Management (US) LLC | 2,798 | $60.7 萬 | 0.09% | +2,798 | 新進 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,827 | $61.0 萬 | 0.00% | −400−12.4% | 減碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 2,816 | $61.1 萬 | 0.10% | +1,537+120.2% | 加碼 |
| Radnor Capital Management, LLC | 2,820 | $61.2 萬 | 0.09% | +195+7.4% | 加碼 |
| Stiles Financial Services Inc | 2,830 | $61.4 萬 | 0.19% | −873−23.6% | 減碼 |
| Guardian Wealth Advisors, LLC | 2,843 | $61.7 萬 | 0.35% | +892+45.7% | 加碼 |
| Advyzon Investment Management, LLC | 2,870 | $62.3 萬 | 0.06% | +2,870 | 新進 |
| Sage Private Wealth Group, LLC | 2,873 | $62.3 萬 | 0.31% | +653+29.4% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 2,892 | $62.7 萬 | 0.00% | 00.0% | 不變 |
| Spinnaker Trust | 2,902 | $63.0 萬 | 0.03% | −20−0.7% | 減碼 |