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 |
|---|---|---|---|---|---|
| Ahara Advisors LLC | 1,773 | $38.5 萬 | 0.32% | +63+3.7% | 加碼 |
| Karani Asset Management LLC | 1,767 | $38.3 萬 | 0.34% | +1,767 | 新進 |
| Blair William & Co | 1,766 | $38.3 萬 | 0.00% | −1,444−45.0% | 減碼 |
| Ci Investments Inc. | 1,742 | $37.8 萬 | 0.00% | +2+0.1% | 加碼 |
| 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 |
| Argonautica Private Wealth Management, Inc | 1,713 | $37.2 萬 | 0.11% | +1,713 | 新進 |
| Stevens Capital Management LP | 1,707 | $37.0 萬 | 0.06% | +1,707 | 新進 |
| New Mexico Educational Retirement Board | 1,700 | $36.9 萬 | 0.01% | 00.0% | 不變 |
| MCF Advisors LLC | 1,689 | $36.6 萬 | 0.02% | +1,425+539.8% | 加碼 |
| D.A. Davidson & Co. | 1,674 | $36.3 萬 | 0.00% | +1,674 | 新進 |
| Brighton Jones LLC | 1,663 | $36.1 萬 | 0.01% | +1,663 | 新進 |
| MAI Capital Management | 1,637 | $35.5 萬 | 0.00% | +204+14.2% | 加碼 |
| SlateStone Wealth, LLC | 1,625 | $35.3 萬 | 0.03% | +140+9.4% | 加碼 |
| GAMMA Investing LLC | 1,591 | $34.5 萬 | 0.02% | −405−20.3% | 減碼 |
| Vise Technologies, Inc. | 1,178 | $34.2 萬 | 0.01% | 00.0% | 不變 |
| JGP Wealth Management, LLC | 1,550 | $33.6 萬 | 0.03% | −1,586−50.6% | 減碼 |
| Wealthfront Advisers LLC | 1,549 | $33.6 萬 | 0.00% | −682−30.6% | 減碼 |
| Caitlin John, LLC | 1,545 | $33.5 萬 | 0.20% | +364+30.8% | 加碼 |
| MUFG Securities EMEA plc | 1,536 | $33.3 萬 | 0.00% | 00.0% | 不變 |
| Davenport & Co LLC | 1,529 | $33.2 萬 | 0.00% | −87−5.4% | 減碼 |
| Anchor Capital Advisors LLC | 1,500 | $32.5 萬 | 0.01% | 00.0% | 不變 |
| Daymark Wealth Partners, LLC | 1,488 | $32.3 萬 | 0.01% | +406+37.5% | 加碼 |
| Cresset Asset Management, LLC | 1,475 | $32.0 萬 | 0.00% | −109−6.9% | 減碼 |
| Apollon Wealth Management, LLC | 1,452 | $31.5 萬 | 0.01% | −391−21.2% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1,444 | $31.3 萬 | 0.00% | +375+35.1% | 加碼 |
| Procyon Private Wealth Partners, LLC | 1,442 | $31.3 萬 | 0.02% | −105−6.8% | 減碼 |
| Integrated Investment Consultants, LLC | 1,437 | $31.2 萬 | 0.07% | −2,111−59.5% | 減碼 |
| Buckingham Strategic Partners | 1,424 | $30.9 萬 | 0.00% | −3,495−71.1% | 減碼 |
| Miracle Mile Advisors, LLC | 1,419 | $30.8 萬 | 0.00% | −91−6.0% | 減碼 |
| V-Square Quantitative Management LLC | 1,416 | $30.7 萬 | 0.03% | +172+13.8% | 加碼 |
| Perigon Wealth Management, LLC | 1,412 | $30.6 萬 | 0.01% | −362−20.4% | 減碼 |
| Harrell Investment Partners, LLC | 1,404 | $30.5 萬 | 0.07% | −138−8.9% | 減碼 |
| Wedmont Private Capital | 1,365 | $30.4 萬 | 0.01% | +507+59.1% | 加碼 |
| South Dakota Investment Council | 1,400 | $30.4 萬 | 0.01% | +280+25.0% | 加碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 1,400 | $30.4 萬 | 0.00% | −3,440−71.1% | 減碼 |
| Benjamin Edwards Inc | 1,369 | $29.7 萬 | 0.00% | −1,224−47.2% | 減碼 |
| Marex Group plc | 1,363 | $29.6 萬 | 0.00% | +408+42.7% | 加碼 |
| Horizon Investments, LLC | 1,358 | $29.5 萬 | 0.00% | +289+27.0% | 加碼 |
| Norden Group LLC | 1,348 | $29.3 萬 | 0.03% | +1,348 | 新進 |
| Applied Finance Capital Management, LLC | 1,347 | $29.2 萬 | 0.02% | +192+16.6% | 加碼 |
| Panagora Asset Management Inc | 1,336 | $29.0 萬 | 0.00% | 00.0% | 不變 |
| Alhambra Investment Partners LLC | 1,332 | $28.9 萬 | 0.13% | +73+5.8% | 加碼 |
| Penobscot Investment Management Company, Inc. | 1,320 | $28.6 萬 | 0.02% | −20−1.5% | 減碼 |
| Larson Financial Group LLC | 1,315 | $28.5 萬 | 0.01% | +166+14.4% | 加碼 |
| Callan Family Office, LLC | 1,312 | $28.5 萬 | 0.01% | −3,623−73.4% | 減碼 |
| Intech Investment Management LLC | 1,298 | $28.2 萬 | 0.00% | −1,688−56.5% | 減碼 |
| Marathon Capital Management | 1,284 | $27.9 萬 | 0.06% | +554+75.9% | 加碼 |
| Institute for Wealth Management, LLC. | 1,282 | $27.8 萬 | 0.03% | −98−7.1% | 減碼 |
| Graham Capital Management, L.P. | 1,260 | $27.3 萬 | 0.01% | −152−10.8% | 減碼 |
| Bennett Associates Wealth Management | 1,258 | $27.3 萬 | 0.18% | +1,258 | 新進 |
| Layline Advisors, LLC | 1,256 | $27.3 萬 | 0.30% | +1,256 | 新進 |
| Advisortrust Partners, LLC | 1,250 | $27.1 萬 | 0.11% | +1,250 | 新進 |
| KFG Wealth Management, LLC | 1,248 | $27.1 萬 | 0.04% | +216+20.9% | 加碼 |
| Gen-Wealth Partners Inc | 1,240 | $26.9 萬 | 0.08% | +387+45.4% | 加碼 |
| Mayflower Financial Advisors, LLC | 1,230 | $26.7 萬 | 0.03% | −15−1.2% | 減碼 |
| Midway Capital Research & Management | 1,226 | $26.6 萬 | 0.25% | +179+17.1% | 加碼 |
| Macquarie Group Ltd | 1,223 | $26.5 萬 | 0.00% | −383−23.8% | 減碼 |
| Dividend Assets Capital, LLC | 1,213 | $26.3 萬 | 0.05% | −57−4.5% | 減碼 |
| CSS LLC | 1,210 | $26.3 萬 | 0.01% | +190+18.6% | 加碼 |
| National Wealth Management Group, LLC | 1,205 | $26.1 萬 | 0.10% | −183−13.2% | 減碼 |
| Lido Advisors, LLC | 1,201 | $26.1 萬 | 0.00% | −207−14.7% | 減碼 |
| Revisor Wealth Management LLC | 1,201 | $26.1 萬 | 0.07% | +417+53.2% | 加碼 |
| VestGen Advisors, LLC | 1,201 | $25.9 萬 | 0.01% | +1,201 | 新進 |
| Northwestern Mutual Investment Management Company, LLC | 1,187 | $25.8 萬 | 0.00% | −11−0.9% | 減碼 |
| Ofi Invest Asset Management | 1,185 | $25.7 萬 | 0.00% | 00.0% | 不變 |
| Amica Mutual Insurance Co | 1,186 | $25.7 萬 | 0.02% | 00.0% | 不變 |
| Bessemer Group Inc | 1,161 | $25.3 萬 | 0.00% | −1,944−62.6% | 減碼 |
| Ballentine Partners, LLC | 1,148 | $24.9 萬 | 0.00% | −399−25.8% | 減碼 |
| Winthrop Capital Management, LLC | 1,143 | $24.8 萬 | 0.06% | +100+9.6% | 加碼 |
| Skopos Labs, Inc. | 1,142 | $24.8 萬 | 0.01% | −463−28.8% | 減碼 |
| Edgestream Partners, L.P. | 1,126 | $24.4 萬 | 0.01% | +1,126 | 新進 |
| Kestra Advisory Services, LLC | 1,124 | $24.4 萬 | 0.00% | +21+1.9% | 加碼 |
| CWA Asset Management Group, LLC | 1,120 | $24.3 萬 | 0.01% | +1,120 | 新進 |
| North Dakota State Investment Board | 1,094 | $23.7 萬 | 0.01% | −212−16.2% | 減碼 |
| Strategy Asset Managers LLC | 1,093 | $23.7 萬 | 0.04% | +1,093 | 新進 |
| Alpha Family Trust | 1,090 | $23.7 萬 | 0.11% | −550−33.5% | 減碼 |
| Fielder Capital Group LLC | 1,077 | $23.4 萬 | 0.05% | +1,077 | 新進 |
| Bridgefront Capital, LLC | 1,068 | $23.2 萬 | 0.06% | −1,365−56.1% | 減碼 |
| Nilsine Partners, LLC | 1,024 | $23.1 萬 | 0.02% | −99−8.8% | 減碼 |
| Summitry LLC | 1,052 | $22.8 萬 | 0.01% | +1,052 | 新進 |
| Ashton Thomas Securities, LLC | 1,041 | $22.6 萬 | 0.03% | −20−1.9% | 減碼 |
| Fiduciary Trust Co | 1,037 | $22.5 萬 | 0.00% | +76+7.9% | 加碼 |
| Signaturefd, LLC | 1,027 | $22.3 萬 | 0.00% | −41−3.8% | 減碼 |
| MUFG Securities Americas Inc. | 1,027 | $22.3 萬 | 0.01% | +18+1.8% | 加碼 |
| Camden Capital, LLC | 1,022 | $22.2 萬 | 0.01% | +108+11.8% | 加碼 |
| Securian Asset Management, Inc | 1,021 | $22.2 萬 | 0.01% | 00.0% | 不變 |
| Journey Retirement Planning & Investment Management LLC | 1,017 | $22.1 萬 | 0.19% | −2,631−72.1% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,006 | $21.8 萬 | 0.01% | −112−10.0% | 減碼 |
| Clearstead Advisors, LLC | 1,003 | $21.8 萬 | 0.00% | −260−20.6% | 減碼 |
| IFP Advisors, Inc | 992 | $21.5 萬 | 0.00% | −113−10.2% | 減碼 |
| Silver Lake Advisory, LLC | 981 | $21.3 萬 | 0.08% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 980 | $21.3 萬 | 0.01% | +14+1.4% | 加碼 |
| Dakota Wealth Management | 978 | $21.2 萬 | 0.00% | −16−1.6% | 減碼 |
| Davy Global Fund Management Ltd | 978 | $21.2 萬 | 0.02% | +978 | 新進 |
| Icon Wealth Advisors, LLC | 908 | $21.1 萬 | 0.01% | +22+2.5% | 加碼 |
| Caerus Investment Advisors, LLC | 966 | $21.0 萬 | 0.09% | −1,007−51.0% | 減碼 |
| New Wave Wealth Advisors LLC | 962 | $20.9 萬 | 0.07% | +962 | 新進 |
| Empirical Finance, LLC | 959 | $20.8 萬 | 0.01% | −1−0.1% | 減碼 |
| Tandem Investment Advisors, Inc. | 951 | $20.6 萬 | 0.01% | −332−25.9% | 減碼 |