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Disclosery

FDS FACTSET RESH SYS INC

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Stock (common), issuer CIK 1013237

831 managers (847 13F filers) reported a position in FDS shares at 2024-12-31, 35,924,343 shares in all. 49 filers opened a position and 74 filers sold out during the quarter.

Managers
831
13F filers
847
New
49
Added
271
Reduced
297
Sold out
74
Shares held by filers
35,924,343

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
Moskoff Gregory Tofficer (MD,Controller and CAO)2026-08-31+18.1648 J$230.2225Form 5
Warren Joshuaofficer (EVP, Chief Financial Officer)2026-08-31+0.8353 J$230.2225Form 5
McLoughlin Christopherofficer (Chief Legal Officer)2026-08-31+26.2966 J$230.2225Form 5
Moskoff Gregory Tofficer (MD,Controller and CAO)2026-06-18+0.4191 J$221.29Form 5
McLoughlin Christopherofficer (Chief Legal Officer)2026-06-18+0.1442 J$221.29Form 5
Moskoff Gregory Tofficer (MD,Controller and CAO)2026-05-29+19.1738 J$186.949Form 5
McLoughlin Christopherofficer (Chief Legal Officer)2026-05-29+32.3578 J$186.949Form 5
Ellis Christopher Rofficer (EVP, Initiatives & P'ships)2026-03-19+15.726 J$208.84Form 5
Moskoff Gregory Tofficer (MD,Controller and CAO)2026-03-19+0.3184 J$208.84Form 5
Costigan Johnofficer (EVP, Co-Head of Product)2026-03-19+1.7291 J$208.84Form 5
Karnovsky Kristina Wofficer (EVP, Co-Head of Product)2026-03-19+0.8622 J$208.84Form 5
Skoko Goranofficer (EVP, Chief Revenue Officer)2026-03-19+9.8549 J$208.84Form 5
Moskoff Gregory Tofficer (MD,Controller and CAO)2026-02-27+3.2418 J$184.2885Form 5
Costigan Johnofficer (EVP, Co-Head of Product)2026-02-27+7.3047 J$184.2885Form 5
Ellis Christopher Rofficer (EVP, Initiatives & P'ships)2025-12-18+11.9648 J$273.39Form 5

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Robertson Stephens Wealth Management, L…1,730$831K0.03%-1213F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC1,725$828K0.04%new13F-HRTimelineGroup
Gen-Wealth Partners Inc1,703$818K0.35%+33513F-HRTimeline
OMERS ADMINISTRATION Corp1,687$810K0.01%+16713F-HRTimeline
Cerro Pacific Wealth Advisors LLC1,759$809K0.27%+2513F-HRTimeline
DAVENPORT & Co LLC1,683$808K<0.01%+8013F-HRTimeline
Norinchukin Bank, Thein group Norinchukin Bank, The1,670$802K0.02%+12213F-HRTimelineGroup
NOVEM GROUP1,668$801K0.12%13F-HRTimeline
Vinva Investment Management Ltd1,657$800K0.03%+72413F-HRTimeline
SkyView Investment Advisors, LLC1,662$798K0.13%-11213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,636$786K<0.01%+27213F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC1,572$755K0.06%+2213F-HR/ATimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,587$728K<0.01%+1613F-HRTimelineGroup
ANCHOR CAPITAL ADVISORS LLC1,500$720K0.02%013F-HRTimeline
United Super Pty Ltd in its capacity as…1,500$720K0.03%new13F-HRTimeline
Gibbs Wealth Management1,486$714K0.19%+30013F-HRTimeline
ING GROEP NV1,475$708K<0.01%+55813F-HRTimeline
Central Pacific Bank - Trust Division1,463$703K0.09%-7713F-HRTimeline
Private Advisor Group, LLC1,456$699K<0.01%-25613F-HRTimeline
Texas Yale Capital Corp.1,455$699K0.03%013F-HRTimeline
Snowden Capital Advisors LLC1,453$698K0.02%-113F-HRTimeline
J. W. Coons Advisors, LLC1,445$694K0.18%-20013F-HRTimeline
PGGM Investments1,444$694K0.01%013F-HRTimeline
FourThought Financial Partners, LLC1,437$690K0.07%-4113F-HRTimeline
Conestoga Capital Advisors, LLC1,437$690K0.01%013F-HRTimeline
Promus Capital, LLC1,427$685K0.53%13F-HR/ATimeline
Cresset Asset Management, LLC1,379$662K<0.01%-2,28913F-HRTimeline
CoreCap Advisors, LLC1,334$641K0.03%+15913F-HRTimeline
Capital Investment Services of America,…1,330$639K0.06%-24313F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…1,317$633K0.01%-1,12813F-HRTimelineGroup
CIBC WORLD MARKET INC.1,293$621K<0.01%-7513F-HRTimeline
HM PAYSON & CO1,288$619K0.01%-113F-HRTimeline
DIVIDEND ASSETS CAPITAL, LLC1,285$617K0.12%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.1,282$616K<0.01%-4113F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.1,279$614K0.01%+15213F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC1,277$613K0.24%+7913F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC1,276$613K0.01%+81113F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL1,255$603K0.01%new13F-HRTimeline
Nilsine Partners, LLC1,223$587K0.06%+113F-HRTimeline
Impact Capital Partners LLC1,215$584K0.21%13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.1,214$583K<0.01%+2413F-HRTimeline
Argent Trust Co1,214$583K0.02%-12013F-HRTimeline
Robeco Institutional Asset Management B…in group Robeco Institutional Asset Ma…1,209$581K<0.01%-4,37413F-HRTimelineGroup
Mayflower Financial Advisors, LLC1,203$578K0.09%+113F-HRTimeline
Quantum Private Wealth, LLC1,202$577K0.18%013F-HRTimeline
Mattern Wealth Management LLC1,177$565K0.12%-11813F-HRTimeline
SAGE PRIVATE WEALTH GROUP, LLC1,128$542K0.41%+513F-HRTimeline
KFG WEALTH MANAGEMENT, LLC1,126$541K0.1%+5913F-HRTimeline
Summit Financial, LLC1,121$538K0.02%-1313F-HRTimeline
Siemens Fonds Invest GmbH1,115$538K0.04%013F-HR/ATimeline
D.A. DAVIDSON & CO.1,118$537K<0.01%-7313F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP1,118$537K0.02%new13F-HRTimelineGroup
Provident Investment Management, Inc.1,103$530K0.05%-4113F-HRTimeline
Avior Wealth Management, LLC1,102$529K0.02%-10713F-HRTimeline
Birch Hill Investment Advisors LLC1,098$527K0.02%+8613F-HRTimeline
Composition Wealth, LLC1,096$526K0.01%+8913F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC1,088$523K<0.01%-1,44713F-HRTimelineGroup
LMCG INVESTMENTS, LLC1,066$512K0.03%-2713F-HRTimeline
SG Americas Securities, LLC1,063$511K<0.01%-2,53213F-HRTimeline
Lindenwold Advisors, INC1,062$510K0.27%-4313F-HRTimeline
GAMMA Investing LLC1,061$510K0.04%+29313F-HRTimeline
Applied Finance Capital Management, LLC1,057$508K0.02%013F-HRTimeline
Financial Advocates Investment Manageme…1,054$506K0.03%+4113F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.1,050$504K0.02%013F-HRTimelineGroup
Ninety One SA (Pty) Ltd1,047$503K0.11%013F-HRTimeline
Scientech Research LLC1,040$499K0.14%-32013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC1,032$496K0.14%+2113F-HRTimeline
WESBANCO BANK INC1,029$494K0.02%-12313F-HRTimeline
DOCK STREET ASSET MANAGEMENT INC1,021$490K0.06%-18,65613F-HRTimeline
Sequoia Financial Advisors, LLC1,019$489K<0.01%+15313F-HR/ATimeline
Verity & Verity, LLC1,003$482K0.04%+15613F-HRTimeline
AMIRAL GESTION1,000$480K0.3%13F-HR/ATimeline
STOCK YARDS BANK & TRUST CO991$476K0.02%013F-HRTimeline
Alhambra Investment Management LLC990$475K0.24%013F-HRTimeline
V-Square Quantitative Management LLC989$475K0.07%-8713F-HRTimeline
Ballentine Partners, LLC988$475K0.01%+213F-HRTimeline
Hurlow Wealth Management Group, Inc.988$475K0.15%-3113F-HRTimeline
Silver Lake Advisory, LLC981$471K0.21%013F-HRTimeline
HighPoint Advisor Group LLC1,030$471K0.03%-30313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC978$470K0.01%+713F-HRTimelineGroup
Douglass Winthrop Advisors, LLC971$466K0.01%013F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.971$466K0.03%-713F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC969$466K0.02%+2713F-HR/ATimeline
ROBERTS GLORE & CO INC /IL/947$455K0.13%-1513F-HRTimeline
National Philanthropic Trust940$451K0.01%-5013F-HRTimeline
West Coast Financial LLC934$449K0.05%-813F-HRTimeline
Atlas Legacy Advisors, LLC918$441K0.11%13F-HRTimeline
Empirical Finance, LLC917$440K0.03%+213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management912$438K0.01%-2,94913F-HRTimelineGroup
Wilmington Savings Fund Society, FSB905$434K0.01%+2813F-HRTimeline
Board of the Pension Protection Fund900$432K0.5%13F-HRTimeline
Covenant Partners, LLC894$429K0.13%-7413F-HRTimeline
Koshinski Asset Management, Inc.891$428K0.04%+11513F-HRTimeline
Apeiron RIA LLC886$426K0.12%+5513F-HRTimeline
Outlook Wealth Advisors, LLC884$425K0.12%+9613F-HRTimeline
CERTUITY, LLC878$422K0.05%-5813F-HRTimeline
Signal Advisors Wealth, LLC870$418K0.05%+4013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…864$415K0.02%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC863$414K0.04%-1813F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC860$413K0.03%new13F-HRTimeline
Main Street Financial Solutions, LLC856$411K0.04%013F-HRTimeline
Wallace Advisory Group, LLC894$411K0.28%+3613F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.853$410K<0.01%+44513F-HRTimelineGroup
Legacy Financial Advisors, Inc.850$408K0.07%+413F-HRTimeline
MAI Capital Management829$398K<0.01%-5713F-HRTimeline
MGO ONE SEVEN LLC820$394K0.02%+7713F-HRTimeline
Shepherd Financial Partners LLC804$386K0.05%-7313F-HRTimeline
Freestone Grove Partners LP804$386K<0.01%13F-HRTimeline
Jain Global LLC800$384K0.01%13F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC797$383K<0.01%013F-HRTimelineGroup
INTRUST BANK NA793$381K0.04%+12313F-HRTimeline
Mutual Advisors, LLC813$374K0.01%-413F-HRTimeline
WEDBUSH SECURITIES INC779$374K0.01%+32513F-HRTimeline
Aster Capital Management (DIFC) Ltd776$373K0.14%new13F-HRTimeline
Aureus Asset Management, LLC775$372K0.02%013F-HRTimeline
Haverford Trust Co774$372K<0.01%-7813F-HRTimeline
Versor Investments LP773$371K0.06%new13F-HRTimeline
Crossmark Global Holdings, Inc.771$371K0.01%-1,65513F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…770$370K<0.01%-1,07613F-HRTimelineGroup
Empowered Funds, LLC762$366K0.01%013F-HRTimeline
NATURAL INVESTMENTS, LLC757$363K0.1%13F-HRTimeline
ROCKLAND TRUST CO752$361K0.02%-613F-HRTimeline
Curated Wealth Partners LLC751$361K0.04%013F-HRTimeline
STRATEGY ASSET MANAGERS LLC746$358K0.07%+1113F-HRTimeline
Kolinsky Wealth Management, LLC739$355K0.22%+2313F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK734$353K<0.01%+44313F-HRTimelineGroup
Andina Capital Management, LLC733$352K0.29%+1813F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA752$351K0.02%+2913F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.731$351K0.02%013F-HRTimeline
Bleakley Financial Group, LLC730$351K0.01%+1713F-HRTimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.730$351K0.21%new13F-HRTimeline
Lafayette Investments, Inc.729$350K0.08%013F-HRTimeline
Belpointe Asset Management LLC823$348K0.02%-1013F-HRTimeline
Orion Porfolio Solutions, LLC724$348K<0.01%-4913F-HRTimeline
Orion Portfolio Solutions, LLC724$348K<0.01%-4913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV717$345K0.03%+11913F-HRTimeline
Precision Wealth Strategies, LLC707$340K0.26%+413F-HRTimeline
Perpetual Ltdin group Perpetual Ltd702$337K<0.01%-5313F-HRTimelineGroup
Vestcor Inc701$337K0.01%-113F-HRTimeline
Apella Capital, LLC701$337K0.01%+113F-HRTimeline
Meridian Wealth Management, LLC700$336K0.02%+213F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI700$336K0.02%013F-HRTimeline
Leonteq Securities AG694$333K0.03%+5813F-HRTimeline
BRADY FAMILY WEALTH, LLC692$332K0.1%-113F-HRTimeline
Williams Jones Wealth Management, LLC.686$329K<0.01%013F-HRTimeline
Freedom Investment Management, Inc.683$328K0.03%-2313F-HRTimeline
HBK Sorce Advisory LLC682$328K0.01%-413F-HRTimeline
Laird Norton Wetherby Wealth Management…676$325K0.02%-513F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…672$323K<0.01%013F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV670$322K0.07%013F-HRTimeline
CHOREO, LLC665$321K<0.01%+7113F-HRTimeline
SYNOVUS FINANCIAL CORP668$321K<0.01%-66813F-HRTimeline
IHT Wealth Management, LLC664$319K0.01%-13813F-HRTimeline
Seelaus Asset Management LLC640$307K0.28%013F-HRTimeline
KCM INVESTMENT ADVISORS LLC639$307K0.01%013F-HRTimeline
Stokes Capital Advisors, LLC639$307K0.08%013F-HRTimeline
Legacy Wealth Asset Management, LLC638$306K0.08%-3013F-HRTimeline
Diversified Enterprises, LLC637$306K0.03%013F-HRTimeline
Caprock Group, LLC632$304K0.01%+7413F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC626$301K<0.01%-19413F-HRTimelineGroup
Pine Haven Investment Counsel, Inc625$300K0.25%013F-HRTimeline
BENNETT SELBY INVESTMENTS LP622$299K0.12%013F-HRTimeline
Canada Post Corp Registered Pension Plan620$298K0.02%13F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT618$297K<0.01%013F-HRTimeline
Moment Partners, LLC616$296K0.06%13F-HRTimeline
Larson Financial Group LLC616$296K0.02%-113F-HRTimeline
Versant Capital Management, Inc612$294K0.06%013F-HRTimeline
SEEDS INVESTOR LLC610$293K0.08%-213F-HRTimeline
Checchi Capital Advisers, LLC608$292K0.02%+713F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC606$291K0.08%-2413F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC602$289K0.02%-3913F-HRTimelineGroup
Security Financial Services, INC.597$287K0.06%+3113F-HRTimeline
AMG National Trust Bank575$278K0.01%013F-HRTimeline
Perigon Wealth Management, LLC601$276K0.01%-12613F-HRTimeline
Martin Investment Management, LLC575$276K0.08%013F-HRTimeline
HALL LAURIE J TRUSTEE575$276K0.09%013F-HRTimeline
Glenview Trust Co573$275K0.01%+5513F-HRTimeline
MONECO ADVISORS, LLC570$274K0.03%+11313F-HR/ATimeline
AdvisorNet Financial, Inc569$273K0.02%-913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC562$270K<0.01%+4613F-HRTimelineGroup
MUFG SECURITIES AMERICAS INC.561$269K0.03%13F-HRTimeline
PROFUND ADVISORS LLC559$268K0.01%-4513F-HRTimeline
Motley Fool Asset Management LLCin group Motley Fool Asset Management …559$268K0.01%+3813F-HRTimelineGroup
PACES FERRY WEALTH ADVISORS, LLC559$268K0.13%-3113F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC557$268K<0.01%+7213F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…554$266K<0.01%-2113F-HRTimelineGroup
denkapparat Operations GmbH552$265K0.39%13F-HRTimeline
PFG Investments, LLC551$264K0.02%013F-HRTimeline
Blue Barn Wealth, LLC548$263K0.14%+913F-HRTimeline
Bouchey Financial Group, Ltd.544$261K0.02%+1313F-HRTimeline
EVERPAR ADVISORS LLC544$261K0.13%+613F-HRTimeline
World Investment Advisors538$258K0.01%new13F-HRTimeline
Baron Wealth Management LLC536$257K0.12%+1513F-HRTimeline
M3 Advisory Group, LLC534$256K0.18%+213F-HRTimeline
NEOS Investment Management LLC526$253K0.01%-413F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …525$252K<0.01%013F-HRTimelineGroup
HB Wealth Management, LLC524$252K<0.01%new13F-HRTimeline
Phillips Wealth Planners LLC554$251K0.25%+113F-HRTimeline
Horizon Investments, LLC519$249K0.01%+313F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP518$249K<0.01%new13F-HR/ATimelineGroup

Events

  • Ellis Christopher R acquired 38.5103 FDS shares between 2025-09-18 and 2026-03-19, Form 5 filed 2026-10-14. 0001628280-26-065880

    Accepted , ingested

  • Moskoff Gregory T acquired 41.7545 FDS shares between 2025-09-18 and 2026-08-31, Form 5 filed 2026-10-13. 0001628280-26-065725

    Accepted , ingested

  • Warren Joshua acquired 0.8353 FDS shares on 2026-08-31, Form 5 filed 2026-10-13. 0001628280-26-065724

    Accepted , ingested

  • McLoughlin Christopher acquired 58.7986 FDS shares between 2026-05-29 and 2026-08-31, Form 5 filed 2026-10-13. 0001628280-26-065719

    Accepted , ingested

  • Costigan John acquired 11.4833 FDS shares between 2025-09-18 and 2026-03-19, Form 5 filed 2026-10-13. 0001628280-26-065691

    Accepted , ingested

  • Karnovsky Kristina W acquired 2.1114 FDS shares between 2025-09-18 and 2026-03-19, Form 5 filed 2026-10-13. 0001628280-26-065690

    Accepted , ingested

  • Stepp Katherine M acquired 0.0014 FDS shares between 2025-09-18 and 2025-12-18, Form 5 filed 2026-10-13. 0001628280-26-065689

    Accepted , ingested

  • Skoko Goran acquired 23.3128 FDS shares between 2025-09-18 and 2026-03-19, Form 5 filed 2026-10-13. 0001628280-26-065688

    Accepted , ingested