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Disclosery

FDS FACTSET RESH SYS INC

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Stock (common), issuer CIK 1013237

813 managers (830 13F filers) reported a position in FDS shares at 2025-03-31, 35,638,843 shares in all. 76 filers opened a position and 90 filers sold out during the quarter.

Managers
813
13F filers
830
New
76
Added
274
Reduced
301
Sold out
90
Shares held by filers
35,638,843

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Advisors Preferred, LLCin group Advisors Preferred, LLC1,553$710K0.1%new13F-HRTimelineGroup
Promus Capital, LLC1,534$697K0.53%+10713F-HR/ATimeline
OMERS ADMINISTRATION Corp1,510$687K0.01%-17713F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC1,500$682K0.02%013F-HRTimeline
Y-Intercept (Hong Kong) Ltd1,479$672K0.05%new13F-HRTimeline
CoreCap Advisors, LLC1,477$672K0.03%+14313F-HRTimeline
CWM, LLCin group CWM, LLC1,469$668K<0.01%-35713F-HRTimelineGroup
SlateStone Wealth, LLC1,465$666K0.07%new13F-HRTimeline
FourThought Financial Partners, LLC1,457$662K0.07%+2013F-HRTimeline
PGGM Investments1,444$657K0.01%013F-HRTimeline
J. W. Coons Advisors, LLC1,445$657K0.17%013F-HRTimeline
Central Pacific Bank - Trust Division1,444$656K0.09%-1913F-HRTimeline
Conestoga Capital Advisors, LLC1,437$653K0.01%013F-HRTimeline
Snowden Capital Advisors LLC1,433$651K0.02%-2013F-HRTimeline
HB Wealth Management, LLC1,427$649K0.01%+90313F-HRTimeline
Verition Fund Management LLC1,396$635K<0.01%-45,26613F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.1,339$609K0.01%+6013F-HRTimeline
PANAGORA ASSET MANAGEMENT INC1,338$608K<0.01%-2,58513F-HRTimeline
Impact Capital Partners LLC1,306$594K0.22%+9113F-HRTimeline
NORDEN GROUP LLC1,296$589K0.07%-2,05213F-HRTimeline
Global X Japan Co., Ltd.1,296$589K0.07%new13F-HRTimeline
Independent Advisor Alliance1,290$587K0.02%+85113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,470$586K<0.01%-11713F-HRTimelineGroup
DIVIDEND ASSETS CAPITAL, LLC1,285$584K0.11%013F-HRTimeline
Atria Wealth Solutions, Inc.1,280$582K0.01%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,269$577K0.01%-70313F-HRTimelineGroup
Capital Investment Services of America,…1,250$568K0.06%-8013F-HRTimeline
Mattern Wealth Management LLC1,226$557K0.12%+4913F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC1,213$552K0.22%-6413F-HRTimeline
Quantum Private Wealth, LLC1,202$546K0.21%013F-HRTimeline
Mayflower Financial Advisors, LLC1,201$546K0.08%-213F-HRTimeline
KFG WEALTH MANAGEMENT, LLC1,195$543K0.1%+6913F-HRTimeline
Koshinski Asset Management, Inc.1,178$535K0.05%+28713F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,176$535K<0.01%+87013F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.1,173$533K<0.01%-10913F-HRTimelineGroup
SAGE PRIVATE WEALTH GROUP, LLC1,162$528K0.4%+3413F-HRTimeline
Nilsine Partners, LLC1,152$524K0.06%-7113F-HRTimeline
denkapparat Operations GmbH1,148$522K0.55%+59613F-HRTimeline
Argent Trust Co1,144$520K0.02%-7013F-HRTimeline
ASR Vermogensbeheer N.V.1,126$512K0.01%13F-HRTimeline
Summit Financial, LLC1,125$511K0.01%+413F-HRTimeline
D.A. DAVIDSON & CO.1,118$508K<0.01%013F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.1,117$508K0.11%new13F-HRTimeline
HM PAYSON & CO1,116$507K0.01%-17213F-HRTimeline
Applied Finance Capital Management, LLC1,112$506K0.04%+5513F-HRTimeline
Verity & Verity, LLC1,106$503K0.04%+10313F-HRTimeline
Merit Financial Group, LLC1,104$502K0.01%new13F-HRTimeline
Birch Hill Investment Advisors LLC1,098$499K0.02%013F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.1,096$498K0.02%+4613F-HRTimelineGroup
McElhenny Sheffield Capital Management,…1,090$496K0.19%new13F-HRTimeline
Wilmington Savings Fund Society, FSB1,087$494K0.01%+18213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC1,084$493K0.01%+10613F-HRTimelineGroup
Provident Investment Management, Inc.1,083$492K0.05%-2013F-HRTimeline
Financial Advocates Investment Manageme…1,080$491K0.03%+2613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.1,080$491K<0.01%-13413F-HRTimeline
Sequoia Financial Advisors, LLC1,077$490K<0.01%+5813F-HRTimeline
Empirical Asset Management, LLC1,076$489K0.17%-1,69213F-HRTimeline
Composition Wealth, LLC1,074$488K0.01%-2213F-HRTimeline
Ninety One SA (Pty) Ltd1,068$486K0.09%+2113F-HRTimeline
LMCG INVESTMENTS, LLC1,056$480K0.03%-1013F-HRTimeline
Alliance Wealth Advisors, LLC /UT1,056$480K0.13%-86813F-HRTimeline
Aspen Grove Capital, LLC1,046$476K0.09%new13F-HRTimeline
Lindenwold Advisors, INC1,045$475K0.26%-1713F-HRTimeline
Cresset Asset Management, LLC1,043$474K<0.01%-33613F-HRTimeline
WESBANCO BANK INC1,029$468K0.02%013F-HRTimeline
V-Square Quantitative Management LLC1,029$468K0.07%+4013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC1,023$465K0.13%-913F-HRTimeline
AMIRAL GESTION1,000$455K0.25%013F-HR/ATimeline
Ballentine Partners, LLC998$454K0.01%+1013F-HRTimeline
Leonteq Securities AG995$452K0.03%+30113F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION993$451K0.04%-1,05813F-HRTimeline
Hurlow Wealth Management Group, Inc.988$449K0.14%013F-HRTimeline
Silver Lake Advisory, LLC981$446K0.19%013F-HRTimeline
STOCK YARDS BANK & TRUST CO978$445K0.02%-1313F-HRTimeline
Empowered Funds, LLC972$442K0.01%+21013F-HRTimeline
Douglass Winthrop Advisors, LLC971$441K0.01%013F-HRTimeline
Empirical Finance, LLC971$441K0.03%+5413F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC960$436K<0.01%-12813F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC957$435K0.02%-1213F-HR/ATimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.946$430K<0.01%-3,64413F-HRTimelineGroup
GAMMA Investing LLC946$430K0.03%-11513F-HR/ATimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.945$430K<0.01%+9213F-HRTimelineGroup
Apeiron RIA LLC945$430K0.13%+5913F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.942$428K0.03%-2913F-HRTimelineGroup
National Philanthropic Trust940$427K0.01%013F-HRTimeline
Wallace Advisory Group, LLC885$425K0.29%-913F-HRTimeline
Atlas Legacy Advisors, LLC920$418K0.11%+213F-HRTimeline
Numerai GP LLC908$413K0.08%-1,49213F-HRTimeline
Andina Capital Management, LLC907$412K0.29%+17413F-HRTimeline
HighPoint Advisor Group LLC955$410K0.02%-7513F-HRTimeline
TruNorth Capital Management, LLC900$409K0.1%new13F-HRTimeline
ROBERTS GLORE & CO INC /IL/897$408K0.12%-5013F-HRTimeline
Outlook Wealth Advisors, LLC891$405K0.11%+713F-HRTimeline
Signal Advisors Wealth, LLC873$397K0.04%+313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC870$396K0.04%+713F-HRTimeline
Alhambra Investment Management LLC870$396K0.2%-12013F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…878$394K0.01%new13F-HRTimelineGroup
BEACON INVESTMENT ADVISORY SERVICES, IN…864$393K0.02%013F-HRTimeline
S-Bank Fund Management Ltd864$393K0.07%13F-HRTimeline
Legacy Financial Advisors, Inc.860$391K0.07%+1013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management859$390K0.01%-5313F-HRTimelineGroup
Mutual Advisors, LLC916$389K0.01%+10313F-HRTimeline
Lafayette Investments, Inc.846$385K0.08%+11713F-HRTimeline
Main Street Financial Solutions, LLC843$383K0.03%-1313F-HRTimeline
MAI Capital Management836$380K<0.01%+713F-HRTimeline
Perbak Capital Partners LLP828$376K0.28%new13F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC822$374K<0.01%+2513F-HRTimelineGroup
West Coast Financial LLC819$372K0.04%-11513F-HRTimeline
Crossmark Global Holdings, Inc.809$368K0.01%+3813F-HRTimeline
Counterpoint Mutual Funds LLC797$362K0.05%new13F-HRTimeline
STRATEGY ASSET MANAGERS LLC790$359K0.07%+4413F-HRTimeline
Belpointe Asset Management LLC788$358K0.02%-3513F-HRTimeline
AXQ CAPITAL, LP788$358K0.14%new13F-HRTimeline
Larson Financial Group LLC783$356K0.02%+16713F-HRTimeline
Aureus Asset Management, LLC775$352K0.02%013F-HRTimeline
Haverford Trust Co772$351K<0.01%-213F-HRTimeline
Sowell Financial Services LLC764$347K0.02%new13F-HRTimeline
World Investment Advisors761$346K0.01%+22313F-HRTimeline
Avior Wealth Management, LLC757$344K0.01%-34513F-HRTimeline
NATURAL INVESTMENTS, LLC758$344K0.1%+113F-HRTimeline
Curated Wealth Partners LLC754$343K0.04%+313F-HRTimeline
GREAT LAKES ADVISORS, LLC751$341K<0.01%-7,77113F-HRTimeline
Callan Family Office, LLC745$339K0.03%-1,20613F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.728$331K0.02%-313F-HRTimeline
MBB PUBLIC MARKETS I LLC720$327K0.04%new13F-HR/ATimeline
WEDBUSH SECURITIES INC716$326K0.01%-6313F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding709$322K+271Timeline
Vestcor Inc704$320K0.01%+313F-HRTimeline
Diversified Enterprises, LLC702$319K0.03%+6513F-HRTimeline
BRADY FAMILY WEALTH, LLC702$319K0.1%+1013F-HRTimeline
CERTUITY, LLC701$319K0.03%-17713F-HRTimeline
Meridian Wealth Management, LLC700$318K0.02%013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI700$318K0.02%013F-HRTimeline
United Super Pty Ltd in its capacity as…700$318K0.01%-80013F-HRTimeline
Perpetual Ltdin group Perpetual Ltd694$316K<0.01%-813F-HRTimelineGroup
Shepherd Financial Partners LLC687$312K0.04%-11713F-HRTimeline
Revisor Wealth Management LLC685$312K0.14%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC682$310K<0.01%+12513F-HRTimeline
Virtue Capital Management, LLC676$308K0.04%new13F-HRTimeline
MUFG SECURITIES AMERICAS INC.673$306K0.04%+11213F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…672$306K<0.01%013F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV670$305K0.06%013F-HRTimeline
SYNOVUS FINANCIAL CORP668$304K<0.01%013F-HRTimeline
Security Financial Services, INC.666$303K0.06%+6913F-HRTimeline
Freedom Investment Management, Inc.664$302K0.03%-1913F-HRTimeline
Savvy Advisors, Inc.659$300K0.03%new13F-HRTimeline
Apella Capital, LLC700$299K0.01%-113F-HRTimeline
IHT Wealth Management, LLC657$299K0.01%-713F-HRTimeline
Petrus Trust Company, LTA652$296K0.03%new13F-HRTimeline
Williams Jones Wealth Management, LLC.649$295K<0.01%-3713F-HRTimeline
Segment Wealth Management, LLC644$293K0.02%new13F-HRTimeline
Seelaus Asset Management LLC640$291K0.28%013F-HRTimeline
KCM INVESTMENT ADVISORS LLC639$291K0.01%013F-HRTimeline
Stokes Capital Advisors, LLC639$291K0.07%013F-HRTimeline
Motley Fool Asset Management LLCin group Motley Fool Asset Management …632$287K0.02%+7313F-HRTimelineGroup
HBK Sorce Advisory LLC626$285K0.01%-5613F-HRTimeline
BENNETT SELBY INVESTMENTS LP622$283K0.11%013F-HRTimeline
Perigon Wealth Management, LLC619$281K0.01%+1813F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT618$281K<0.01%013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP615$280K<0.01%+9713F-HRTimelineGroup
Pine Haven Investment Counsel, Inc615$280K0.23%-1013F-HRTimeline
Moment Partners, LLC614$279K0.06%-213F-HRTimeline
Versant Capital Management, Inc612$278K0.05%013F-HRTimeline
SEEDS INVESTOR LLC608$277K0.08%-213F-HRTimeline
Checchi Capital Advisers, LLC601$273K0.02%-713F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC601$273K0.02%-113F-HRTimelineGroup
Catalyst Funds Management Pty Ltd600$273K0.07%new13F-HRTimeline
VestGen Advisors, LLC591$269K0.01%13F-HRTimeline
INTRUST BANK NA585$266K0.03%-20813F-HRTimeline
Precision Wealth Strategies, LLC584$266K0.2%-12313F-HRTimeline
AdvisorNet Financial, Inc580$264K0.02%+1113F-HRTimeline
HALL LAURIE J TRUSTEE575$261K0.09%013F-HRTimeline
AMG National Trust Bank575$261K0.01%013F-HRTimeline
Martin Investment Management, LLC575$261K0.07%013F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC559$254K0.07%-4713F-HRTimeline
MONECO ADVISORS, LLC554$252K0.03%-1613F-HR/ATimeline
CHOREO, LLC554$252K<0.01%-11113F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC552$251K0.12%-713F-HRTimeline
Bouchey Financial Group, Ltd.547$249K0.02%+313F-HRTimeline
Horizon Investments, LLC544$247K0.01%+2513F-HRTimeline
Glenview Trust Co541$246K<0.01%-3213F-HR/ATimeline
Aptus Capital Advisors, LLC538$244K<0.01%+5013F-HRTimeline
PFG Investments, LLC534$243K0.02%-1713F-HRTimeline
Siemens Fonds Invest GmbH532$242K0.02%-58313F-HRTimeline
FJ Capital Management LLC531$241K0.02%new13F-HRTimeline
M3 Advisory Group, LLC530$241K0.19%-413F-HRTimeline
PROFUND ADVISORS LLC530$241K0.01%-2913F-HRTimeline
Clear Harbor Asset Management, LLC530$241K0.02%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…527$240K<0.01%-1,38613F-HRTimelineGroup
NEOS Investment Management LLC526$239K<0.01%013F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …525$239K<0.01%013F-HRTimelineGroup
Phillips Wealth Planners LLC558$237K0.25%+413F-HRTimeline
Baron Wealth Management LLC520$236K0.1%-1613F-HRTimeline
Robertson Stephens Wealth Management, L…518$236K0.01%-1,21213F-HRTimeline
ROCKLAND TRUST CO511$232K0.01%-24113F-HRTimeline
QUADRANT CAPITAL GROUP LLC509$231K0.01%+36513F-HRTimeline
Bridgefront Capital, LLC507$231K0.07%-1,69713F-HRTimeline
MIDDLETON & CO INC/MA500$227K0.03%013F-HRTimeline
Arbor Investment Advisors, LLC500$227K0.03%013F-HRTimeline
Blue Edge Capital, LLC500$227K0.04%013F-HRTimeline

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