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 |
|---|---|---|---|---|---|
| Fieldview Capital Management, LLC | 2,943 | $63.9 萬 | 0.19% | +684+30.3% | 加碼 |
| Glenmede Trust Co NA | 2,958 | $64.2 萬 | 0.00% | −50−1.7% | 減碼 |
| Sequoia Financial Advisors, LLC | 2,959 | $64.2 萬 | 0.00% | −810−21.5% | 減碼 |
| Northwestern Mutual Wealth Management Co | 2,980 | $64.7 萬 | 0.00% | +176+6.3% | 加碼 |
| GoalVest Advisory LLC | 3,000 | $65.1 萬 | 0.13% | 00.0% | 不變 |
| Daiwa Securities Group Inc. | 3,024 | $65.6 萬 | 0.00% | +145+5.0% | 加碼 |
| United Capital Financial Advisers, LLC | 3,037 | $65.9 萬 | 0.00% | +209+7.4% | 加碼 |
| Arkadios Wealth Advisors | 3,046 | $66.1 萬 | 0.01% | +161+5.6% | 加碼 |
| denkapparat Operations GmbH | 3,088 | $67.0 萬 | 0.28% | +1,098+55.2% | 加碼 |
| Indivisible Partners | 3,094 | $67.1 萬 | 0.06% | +3,094 | 新進 |
| Mirabella Financial Services LLP | 3,142 | $68.2 萬 | 0.07% | +2,404+325.7% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 3,148 | $68.3 萬 | 0.02% | +3,148 | 新進 |
| MOKAN Wealth Management Inc. | 3,190 | $69.3 萬 | 0.31% | +3,190 | 新進 |
| Ridgewood Investments LLC | 3,221 | $69.9 萬 | 0.29% | +3,221 | 新進 |
| Eurizon SLJ Capital Ltd | 3,461 | $70.8 萬 | 0.34% | +3,461 | 新進 |
| Mackenzie Financial Corp | 3,334 | $72.3 萬 | 0.00% | 00.0% | 不變 |
| HB Wealth Management, LLC | 3,349 | $72.7 萬 | 0.00% | +652+24.2% | 加碼 |
| Coldstream Capital Management Inc | 3,375 | $73.2 萬 | 0.01% | +1,372+68.5% | 加碼 |
| GWM Advisors LLC | 3,399 | $73.8 萬 | 0.00% | −1,648−32.7% | 減碼 |
| IMC-Chicago, LLC | 3,409 | $74.0 萬 | 0.01% | +3,409 | 新進 |
| Commerce Bank | 3,423 | $74.3 萬 | 0.00% | −784−18.6% | 減碼 |
| Pacific Point Advisors, LLC | 3,455 | $75.0 萬 | 0.40% | +144+4.3% | 加碼 |
| Federation des caisses Desjardins du Quebec | 3,477 | $75.4 萬 | 0.00% | +511+17.2% | 加碼 |
| Standard Life Aberdeen plc | 3,547 | $77.0 萬 | 0.00% | −24,162−87.2% | 減碼 |
| Oak Thistle LLC | 3,555 | $77.1 萬 | 0.07% | +3,555 | 新進 |
| Azzad Asset Management Inc | 3,594 | $78.0 萬 | 0.08% | −95−2.6% | 減碼 |
| Evoke Wealth, LLC | 3,645 | $79.1 萬 | 0.01% | −3,028−45.4% | 減碼 |
| Global X Japan Co., Ltd. | 3,664 | $79.5 萬 | 0.04% | +163+4.7% | 加碼 |
| Sterling Capital Management LLC | 3,699 | $80.3 萬 | 0.02% | −872−19.1% | 減碼 |
| Dean Investment Associates, LLC | 3,731 | $81.0 萬 | 0.11% | +1,852+98.6% | 加碼 |
| Public Employees Retirement Association of Colorado | 3,750 | $81.4 萬 | 0.00% | 00.0% | 不變 |
| Pacer Advisors, Inc. | 3,783 | $82.1 萬 | 0.00% | +297+8.5% | 加碼 |
| Chicago Capital, LLC | 3,791 | $82.3 萬 | 0.02% | +2,000+111.7% | 加碼 |
| Mutual of America Capital Management LLC | 3,945 | $85.6 萬 | 0.01% | −77−1.9% | 減碼 |
| Longfellow Investment Management Co LLC | 4,000 | $86.8 萬 | 0.18% | +4,000 | 新進 |
| Penserra Capital Management LLC | 4,005 | $86.8 萬 | 0.01% | +4,002+133,400.0% | 加碼 |
| MML Investors Services, LLC | 4,031 | $87.5 萬 | 0.00% | +1,032+34.4% | 加碼 |
| Cascades Capital Asset Management, LLC | 4,042 | $87.7 萬 | 0.37% | +10.0% | 加碼 |
| LSV Asset Management | 4,080 | $88.5 萬 | 0.00% | +4,080 | 新進 |
| Warren Averett Asset Management, LLC | 4,099 | $88.9 萬 | 0.01% | −2,830−40.8% | 減碼 |
| Oregon Public Employees Retirement Fund | 4,248 | $92.2 萬 | 0.01% | −56−1.3% | 減碼 |
| Savvy Advisors, Inc. | 4,263 | $92.5 萬 | 0.02% | +2,772+185.9% | 加碼 |
| Sanibel Captiva Trust Company, Inc. | 4,283 | $92.9 萬 | 0.03% | −185−4.1% | 減碼 |
| Merit Financial Group, LLC | 4,303 | $93.4 萬 | 0.01% | +106+2.5% | 加碼 |
| Oppenheimer & Co Inc | 4,378 | $95.0 萬 | 0.01% | +4,378 | 新進 |
| Jones Financial Companies LLLP | 4,830 | $95.8 萬 | 0.00% | +2,417+100.2% | 加碼 |
| Xponance, Inc. | 4,444 | $96.4 萬 | 0.01% | +807+22.2% | 加碼 |
| Tower Research Capital LLC (TRC) | 4,462 | $96.8 萬 | 0.03% | +2,287+105.1% | 加碼 |
| Lafayette Investments, Inc. | 4,524 | $98.2 萬 | 0.20% | +49+1.1% | 加碼 |
| Advisory Services Network, LLC | 4,585 | $99.5 萬 | 0.01% | +830+22.1% | 加碼 |
| Skylands Capital, LLC | 4,700 | $102.0 萬 | 0.13% | +4,700 | 新進 |
| Ashton Thomas Private Wealth, LLC | 4,719 | $102.4 萬 | 0.02% | +4,719 | 新進 |
| Sepio Capital, LP | 4,861 | $105.5 萬 | 0.06% | +1,309+36.9% | 加碼 |
| Swiss Life Asset Management Ltd | 4,865 | $105.6 萬 | 0.01% | −846−14.8% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 4,920 | $106.8 萬 | 0.00% | +4,920 | 新進 |
| Palisade Asset Management, LLC | 5,050 | $109.6 萬 | 0.11% | −820−14.0% | 減碼 |
| Scotia Capital Inc. | 5,168 | $112.1 萬 | 0.00% | +5,168 | 新進 |
| Toroso Investments, LLC | 5,172 | $112.2 萬 | 0.00% | −677−11.6% | 減碼 |
| Campbell & CO Investment Adviser LLC | 5,250 | $113.9 萬 | 0.06% | +5,250 | 新進 |
| Victory Capital Management Inc | 5,362 | $116.3 萬 | 0.00% | −6,652−55.4% | 減碼 |
| Brinker Capital Investments, LLC | 5,369 | $116.5 萬 | 0.01% | +3,715+224.6% | 加碼 |
| ICW Investment Advisors LLC | 5,393 | $117.0 萬 | 0.42% | +555+11.5% | 加碼 |
| NEOS Investment Management LLC | 5,406 | $117.3 萬 | 0.01% | +4,263+373.0% | 加碼 |
| Resources Investment Advisors, LLC. | 5,431 | $117.8 萬 | 0.01% | +68+1.3% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 5,442 | $117.9 萬 | 0.00% | −393−6.7% | 減碼 |
| Commonwealth Equity Services, LLC | 5,576 | $121.0 萬 | 0.00% | −39−0.7% | 減碼 |
| Core Alternative Capital | 5,669 | $123.0 萬 | 0.36% | +77+1.4% | 加碼 |
| Woodline Partners LP | 5,814 | $126.2 萬 | 0.00% | +114+2.0% | 加碼 |
| Taylor Frigon Capital Management LLC | 5,825 | $126.4 萬 | 0.72% | −197−3.3% | 減碼 |
| Neuberger Berman Group LLC | 5,969 | $129.5 萬 | 0.00% | +1,423+31.3% | 加碼 |
| Steward Partners Investment Advisory, LLC | 5,970 | $129.5 萬 | 0.01% | +43+0.7% | 加碼 |
| Bright Rock Capital Management, LLC | 6,000 | $130.2 萬 | 0.26% | 00.0% | 不變 |
| JustInvest LLC | 6,018 | $130.6 萬 | 0.01% | −543−8.3% | 減碼 |
| Third View Private Wealth, LLC | 6,087 | $132.1 萬 | 0.18% | +446+7.9% | 加碼 |
| New Age Alpha Advisors, LLC | 6,146 | $133.4 萬 | 0.06% | −173−2.7% | 減碼 |
| Ticino Wealth | 5,460 | $135.1 萬 | 0.47% | −1,245−18.6% | 減碼 |
| Coastal Bridge Advisors, LLC | 6,342 | $137.6 萬 | 0.10% | −678−9.7% | 減碼 |
| TD Asset Management Inc | 6,344 | $137.7 萬 | 0.00% | −111−1.7% | 減碼 |
| Nicholson Wealth Management Group, LLC | 6,344 | $137.7 萬 | 0.80% | +19+0.3% | 加碼 |
| Drucker Wealth 3.0, LLC | 6,422 | $139.3 萬 | 0.24% | +4,183+186.8% | 加碼 |
| Eukles Asset Management | 6,573 | $142.6 萬 | 0.64% | −1,350−17.0% | 減碼 |
| Cetera Investment Advisers | 6,815 | $147.9 萬 | 0.00% | +997+17.1% | 加碼 |
| Linden Thomas Advisory Services, LLC | 6,828 | $148.2 萬 | 0.14% | −511−7.0% | 減碼 |
| Wedbush Securities Inc | 6,839 | $148.4 萬 | 0.04% | +2,230+48.4% | 加碼 |
| Amalgamated Bank | 6,845 | $148.5 萬 | 0.01% | −258−3.6% | 減碼 |
| CI Private Wealth, LLC | 6,860 | $148.5 萬 | 0.00% | +493+7.7% | 加碼 |
| M&T Bank Corp | 6,916 | $150.1 萬 | 0.00% | −50−0.7% | 減碼 |
| Brown Advisory Inc | 7,056 | $153.1 萬 | 0.00% | −24−0.3% | 減碼 |
| Resona Asset Management Co.,Ltd. | 7,541 | $154.3 萬 | 0.01% | +454+6.4% | 加碼 |
| UniSuper Management Pty Ltd | 7,163 | $155.4 萬 | 0.01% | +1,150+19.1% | 加碼 |
| Morningstar Investment Management LLC | 7,299 | $158.4 萬 | 0.10% | +4,234+138.1% | 加碼 |
| Argo Wealth Advisory, LLC | 7,389 | $160.3 萬 | 0.94% | +1,800+32.2% | 加碼 |
| Voya Investment Management LLC | 7,410 | $160.8 萬 | 0.00% | −9,587−56.4% | 減碼 |
| Vident Advisory, LLC | 7,417 | $160.9 萬 | 0.01% | +6,239+529.6% | 加碼 |
| Allstate Corp | 7,424 | $161.1 萬 | 0.02% | +5,502+286.3% | 加碼 |
| Ensign Peak Advisors, Inc | 7,525 | $163.3 萬 | 0.00% | −997−11.7% | 減碼 |
| Fairtree Asset Management (Pty) Ltd | 7,602 | $165.0 萬 | 0.76% | +7,602 | 新進 |
| O'Shaughnessy Asset Management, LLC | 7,725 | $167.6 萬 | 0.01% | −449−5.5% | 減碼 |
| Mercer Global Advisors Inc | 7,731 | $167.8 萬 | 0.00% | −4,839−38.5% | 減碼 |
| Poehling Capital Management, LLC | 7,877 | $170.9 萬 | 0.36% | +7,877 | 新進 |