Factset Research SystemsFDS
13F holders, Q1 2025 (March 31)828holders −18
75new positions
89sold out
10famous investors
$454.31avg. 13F price*
At the end of Q1 2025, 828 institutions reported holding Factset Research Systems Inc. (FDS) in their 13F filings, down 18 from Q4 2024. 75 opened new positions and 89 sold out. The largest holders were Vanguard Group Inc. ($2.2B), BlackRock, Inc. ($1.6B) and Baron Capital (BAMCO) ($1.0B). 10 famous investors held it, including Ron Baron (3.0% of Baron Capital (BAMCO)'s portfolio), Tom Gayner (0.5% of Markel Group's portfolio) and Ken Griffin (0.2% of Citadel Advisors's portfolio).
- Company
- Factset Research Systems Inc.
- Sector
- Technology
- CUSIP
- 303075105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 75 | $135.9M |
| Exits | 89 | $208.4M |
All 13F filers, Q4 2024 → Q1 2025: 1,899,755 shares bought and 2,182,035 shares sold, net −282,280 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 828 holders
| Vanguard Group Inc. | 0.04% | Add +3.0% | 4,795,354 | $2.2B |
| BlackRock, Inc. | 0.03% | Add +0.9% | 3,516,507 | $1.6B |
| Baron Capital (BAMCO) | 3.00% | Reduce -4.6% | 2,248,026 | $1.0B |
| Morgan Stanley | 0.06% | Add +9.3% | 1,948,806 | $886.0M |
| State Street Corp. | 0.04% | Reduce -1.3% | 1,922,015 | $873.8M |
| Loomis Sayles & Co. L P | 0.98% | Reduce -1.2% | 1,484,152 | $674.8M |
| Wells Fargo & Company | 0.15% | Reduce -1.8% | 1,386,900 | $630.5M |
| Ninety One UK Ltd | 1.51% | Reduce -1.6% | 1,191,949 | $541.9M |
| Geode Capital Management, LLC | 0.04% | Add +3.5% | 1,135,221 | $515.4M |
| Kayne Anderson Rudnick Investment Management LLC | 1.20% | Reduce -13.2% | 1,075,653 | $489.0M |
| Bank of America Corp. | 0.02% | Add +0.5% | 544,166 | $247.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.22% | Add +4.4% | 528,045 | $240.1M |
| JPMorgan Chase & Co. | 0.02% | Add +0.9% | 505,761 | $229.9M |
| Invesco Ltd. | 0.04% | Add +7.6% | 490,698 | $223.1M |
| Citadel Advisors | 0.21% | Add +0.1% | 468,372 | $212.9M |
| Northern Trust Corp. | 0.03% | Add +1.9% | 405,616 | $184.4M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +3.6% | 396,173 | $180.1M |
| ProShare Advisors LLC | 0.38% | Add +4255.0% | 372,308 | $169.3M |
| Nordea Investment Management AB | 0.17% | Add +4.9% | 357,113 | $160.6M |
| PineStone Asset Management Inc. | 1.20% | Add +19.3% | 349,578 | $158.9M |
| Amundi | 0.06% | Reduce -4.3% | 353,945 | $155.5M |
| Champlain Investment Partners, LLC | 1.01% | Reduce -7.5% | 307,297 | $139.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Add +1.2% | 301,336 | $137.0M |
| Boston Trust Walden Corp | 0.99% | Reduce -1.5% | 297,070 | $135.1M |
| Legal & General Group Plc | 0.04% | Add +3.2% | 295,009 | $134.1M |
| Dimensional Fund Advisors LP | 0.03% | Add +2.3% | 269,534 | $122.5M |
| Bank of New York Mellon Corp | 0.02% | Reduce -3.0% | 268,603 | $122.1M |
| Fiera Capital Corp | 0.43% | Reduce -8.6% | 260,914 | $118.6M |
| Tandem Investment Advisors, Inc. | 3.97% | Add +2.5% | 250,420 | $113.9M |
| Macquarie Group Ltd. | 0.12% | Reduce -16.8% | 219,786 | $99.9M |
| Voloridge Investment Management, LLC | 0.34% | Add +38.5% | 199,663 | $90.8M |
| Deutsche Bank AG | 0.03% | Add +6.9% | 189,577 | $86.2M |
| UBS Group AG | 0.02% | Add +18.6% | 189,240 | $86.0M |
| American Capital Management Inc. | 3.29% | Add +2.1% | 177,632 | $80.8M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -23.8% | 169,635 | $77.1M |
| California Public Employees Retirement System | 0.05% | Reduce -3.1% | 165,942 | $75.4M |
| Everett Harris & Co. | 0.87% | Reduce -1.0% | 148,361 | $67.5M |
| Raymond James Financial Inc. | 0.03% | Add +2.4% | 147,316 | $67.0M |
| Royal London Asset Management Ltd. | 0.14% | Add +11.2% | 132,797 | $60.4M |
| Nuveen, LLC | 0.02% | — | 119,100 | $54.1M |
| Ameriprise Financial Inc. | 0.01% | Reduce -2.5% | 118,789 | $54.0M |
| Markel Group | 0.47% | No change | 116,720 | $53.1M |
| Vest Financial, LLC | 0.81% | New | 115,354 | $52.4M |
| Royal Bank of Canada | 0.01% | Reduce -0.9% | 111,976 | $50.9M |
| Barclays PLC | 0.02% | Add +11.6% | 110,446 | $50.2M |
| Millennium Management | 0.05% | Add +58.6% | 110,409 | $50.2M |
| HSBC Holdings PLC | 0.03% | Add +4.1% | 109,776 | $49.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -18.0% | 99,270 | $45.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +10.6% | 97,887 | $44.5M |
| Natixis Advisors, LLC | 0.08% | Reduce -10.7% | 92,337 | $42.0M |
| Nomura Asset Management Co. Ltd. | 0.13% | Add +699.4% | 91,861 | $41.8M |
| HighTower Advisors, LLC | 0.06% | Reduce -5.2% | 89,018 | $40.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.08% | Add +3.9% | 85,016 | $38.7M |
| FMR LLC | 0.00% | Add +2.4% | 84,334 | $38.3M |
| LPL Financial LLC | 0.01% | Add +9.9% | 83,515 | $38.0M |
| Rhumbline Advisers | 0.04% | Add +5.5% | 83,310 | $37.9M |
| BNP Paribas Financial Markets | 0.03% | Reduce -2.2% | 79,596 | $36.2M |
| Sei Investments Co. | 0.05% | Add +10.3% | 78,877 | $35.9M |
| Dundas Partners LLP | 2.50% | No change | 74,556 | $33.9M |
| Citigroup Inc. | 0.03% | Add +88.3% | 72,773 | $33.1M |
| Aware Super Pty Ltd as trustee of Aware Super | 0.51% | No change | 66,576 | $30.3M |
| Earnest Partners LLC | 0.14% | Reduce -1.0% | 64,915 | $29.5M |
| Copeland Capital Management, LLC | 0.59% | Reduce -2.0% | 64,749 | $29.4M |
| California State Teachers Retirement System | 0.03% | Reduce -1.3% | 60,571 | $27.5M |
| Ninety One North America, Inc. | 1.82% | Reduce -7.3% | 59,342 | $27.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +0.2% | 55,398 | $25.2M |
| Sone Capital Management, LLC | 2.47% | New | 52,852 | $24.0M |
| Janney Montgomery Scott LLC | 0.07% | Add +39.1% | 51,674 | $23.5M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -87.0% | 50,653 | $23.0M |
| Principal Financial Group Inc. | 0.01% | Reduce -0.7% | 49,837 | $22.7M |
| Saybrook Capital | 5.83% | Reduce -4.7% | 46,467 | $21.1M |
| Russell Investments Group, Ltd. | 0.03% | Add +35.8% | 42,469 | $19.3M |
| Stifel Financial Corp. | 0.02% | Reduce -5.7% | 42,207 | $19.2M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.18% | Reduce -2.1% | 43,254 | $18.4M |
| Alliancebernstein L.P. | 0.01% | Reduce -4.3% | 38,972 | $17.7M |
| Woodline Partners LP | 0.11% | Add +1560.4% | 37,891 | $17.2M |
| Heron Bay Capital Management | 3.54% | Reduce -0.2% | 37,011 | $16.8M |
| Bank of Montreal | 0.01% | Reduce -31.9% | 36,153 | $16.4M |
| Man Group plc | 0.05% | Add +4.4% | 35,989 | $16.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.04% | Add +1.3% | 35,453 | $16.1M |
| State Board of Administration of Florida Retirement System | 0.03% | No change | 34,700 | $15.8M |
| Two Sigma Investments, LP | 0.04% | Add +383.1% | 34,030 | $15.5M |
| Running Oak Capital LLC | 1.86% | Add +13.3% | 33,898 | $15.4M |
| State of Michigan Retirement System | 0.09% | No change | 33,635 | $15.3M |
| Azora Capital LP | 1.03% | New | 33,506 | $15.2M |
| Marks Group Wealth Management, Inc | 1.44% | Add +4.1% | 32,850 | $14.9M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.05% | Reduce -4.7% | 32,959 | $14.8M |
| New York State Teachers Retirement System | 0.03% | Reduce -3.1% | 31,705 | $14.4M |
| Bath Savings Trust Co | 1.45% | Reduce -2.0% | 30,887 | $14.0M |
| Aberdeen Group plc | 0.03% | Reduce -59.3% | 30,575 | $13.8M |
| Baird Financial Group, Inc. | 0.03% | Add +3.8% | 28,931 | $13.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.03% | Reduce -4.9% | 28,394 | $12.9M |
| National Bank of Canada | 0.02% | Reduce -9.2% | 28,364 | $12.9M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -0.8% | 27,472 | $12.5M |
| Prana Capital Management, LP | 0.51% | Add +1416.2% | 27,458 | $12.5M |
| &partners | 0.13% | Reduce -3.3% | 26,838 | $12.0M |
| Freestone Grove Partners LP | 0.12% | Add +3187.1% | 26,428 | $12.0M |
| Voya Investment Management LLC | 0.02% | Reduce -1.7% | 26,418 | $12.0M |
| Aviva PLC | 0.03% | Add +14.4% | 26,218 | $11.9M |
| Canoe Financial LP | 0.19% | Add +1.9% | 26,155 | $11.9M |
"% of holder's portfolio" is FDS's weight in each manager's 13F, not the share of Factset Research Systems Inc. the manager owns.