Skip to content
Disclosery

FDS FACTSET RESH SYS INC

Follow

Stock (common), issuer CIK 1013237

711 managers (726 13F filers) reported a position in FDS shares at 2026-03-31, 37,829,655 shares in all. 91 filers opened a position and 166 filers sold out during the quarter.

Managers
711
13F filers
726
New
91
Added
270
Reduced
256
Sold out
166
Shares held by filers
37,829,655

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
D.A. DAVIDSON & CO.1,674$363K<0.01%new13F-HRTimeline
BRIGHTON JONES LLC1,663$361K0.01%new13F-HR/ATimeline
MAI Capital Management1,637$355K<0.01%+20413F-HRTimeline
SlateStone Wealth, LLC1,625$353K0.03%+14013F-HRTimeline
GAMMA Investing LLC1,591$345K0.02%-40513F-HRTimeline
Vise Technologies, Inc.1,178$342K0.01%013F-HRTimeline
JGP Wealth Management, LLC1,550$336K0.03%-1,58613F-HRTimeline
Wealthfront Advisers LLC1,549$336K<0.01%-68213F-HRTimeline
Caitlin John, LLC1,545$335K0.2%+36413F-HRTimeline
DAVENPORT & Co LLC1,529$332K<0.01%-8713F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC1,500$325K0.01%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC1,488$323K0.01%+40613F-HRTimeline
Cresset Asset Management, LLC1,475$320K<0.01%-10913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC1,452$315K0.01%-39113F-HRTimelineGroup
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…1,444$313K<0.01%+37513F-HRTimelineGroup
Procyon Advisors, LLC1,442$313K0.02%-10513F-HRTimeline
Integrated Investment Consultants, LLC1,437$312K0.07%-2,11113F-HRTimeline
Composition Wealth, LLC1,419$308K<0.01%-9113F-HRTimeline
V-Square Quantitative Management LLC1,416$307K0.03%+17213F-HRTimeline
Perigon Wealth Management, LLC1,412$306K0.01%-36213F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC1,404$305K0.07%-13813F-HRTimeline
Wedmont Private Capital1,365$304K0.01%+50713F-HRTimeline
South Dakota Investment Council1,400$304K0.01%+28013F-HRTimeline
PensionDanmark Pensionsforsikringsaktie…1,400$304K<0.01%-3,44013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,369$297K<0.01%-1,22413F-HRTimelineGroup
Marex Group Ltdin group Marex Group Ltd1,363$296K<0.01%+40813F-HRTimelineGroup
Horizon Investments, LLC1,358$295K<0.01%+28913F-HRTimeline
NORDEN GROUP LLC1,348$293K0.03%new13F-HRTimeline
Applied Finance Capital Management, LLC1,347$292K0.02%+19213F-HRTimeline
PANAGORA ASSET MANAGEMENT INC1,336$290K<0.01%013F-HRTimeline
Alhambra Investment Management LLC1,332$289K0.13%+7313F-HRTimeline
Penobscot Investment Management Company…1,320$286K0.02%-2013F-HRTimeline
Larson Financial Group LLC1,315$285K0.01%+16613F-HRTimeline
Callan Family Office, LLC1,312$285K0.01%-3,62313F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC1,298$282K<0.01%-1,68813F-HRTimeline
MARATHON CAPITAL MANAGEMENT1,284$279K0.06%+55413F-HRTimeline
Institute for Wealth Management, LLC.1,282$278K0.03%-9813F-HRTimeline
Graham Capital Management, L.P.1,260$273K0.01%-15213F-HRTimeline
Randall & Associates Wealth Management1,258$273K0.18%new13F-HRTimeline
Layline Advisors, LLC1,256$273K0.3%13F-HRTimeline
ADVISORTRUST PARTNERS, LLC1,250$271K0.11%new13F-HRTimeline
KFG WEALTH MANAGEMENT, LLC1,248$271K0.04%+21613F-HRTimeline
Gen-Wealth Partners Inc1,240$269K0.08%+38713F-HRTimeline
Mayflower Financial Advisors, LLC1,230$267K0.03%-1513F-HRTimeline
Midway Capital Research & Management1,226$266K0.25%+17913F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD1,223$265K<0.01%-38313F-HRTimelineGroup
DIVIDEND ASSETS CAPITAL, LLC1,213$263K0.05%-5713F-HRTimeline
CSS LLC/IL1,210$263K0.01%+19013F-HRTimeline
National Wealth Management Group, LLC1,205$261K0.1%-18313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC1,201$261K<0.01%-20713F-HRTimelineGroup
Revisor Wealth Management LLC1,201$261K0.07%+41713F-HRTimeline
VestGen Advisors, LLC1,201$259K0.01%new13F-HRTimeline
OFI INVEST ASSET MANAGEMENT1,185$257K<0.01%013F-HRTimeline
AMICA MUTUAL INSURANCE CO1,186$257K0.02%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,161$253K<0.01%-1,94413F-HRTimelineGroup
Ballentine Partners, LLC1,148$249K<0.01%-39913F-HRTimeline
Winthrop Capital Management, LLC1,143$248K0.06%+10013F-HRTimeline
Brooklyn Investment Group1,142$248K0.01%-46313F-HRTimeline
Edgestream Partners, L.P.1,126$244K0.01%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding1,124$244K-947Timeline
CWA Asset Management Group, LLC1,120$243K0.01%new13F-HRTimeline
North Dakota State Investment Board1,094$237K0.01%-21213F-HRTimeline
STRATEGY ASSET MANAGERS LLC1,093$237K0.04%new13F-HRTimeline
Alpha Family Trustin group Alpha Family Trust1,090$237K0.11%-55013F-HRTimelineGroup
Fielder Capital Group LLC1,077$234K0.05%new13F-HRTimeline
Bridgefront Capital, LLC1,068$232K0.06%-1,36513F-HRTimeline
Nilsine Partners, LLC1,024$231K0.02%-9913F-HRTimeline
SUMMITRY LLC1,052$228K0.01%new13F-HR/ATimeline
ASHTON THOMAS SECURITIES, LLC1,041$226K0.03%-2013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co1,037$225K<0.01%+7613F-HRTimelineGroup
SIGNATUREFD, LLC1,027$223K<0.01%-4113F-HRTimeline
CERTUITY, LLC1,022$222K0.01%+10813F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC1,021$222K0.01%013F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…1,017$221K0.19%-2,63113F-HRTimeline
Avior Wealth Management, LLC1,006$218K0.01%-11213F-HRTimeline
Clearstead Advisors, LLC1,003$218K<0.01%-26013F-HRTimeline
IFP Advisors, Inc992$215K<0.01%-11313F-HRTimeline
Silver Lake Advisory, LLC981$213K0.08%013F-HRTimeline
Snowden Capital Advisors LLC980$213K0.01%+1413F-HRTimeline
Dakota Wealth Management978$212K<0.01%-1613F-HR/ATimeline
IQ EQ FUND MANAGEMENT (IRELAND) Ltd978$212K0.02%new13F-HRTimeline
Icon Wealth Advisors, LLC908$211K0.01%+2213F-HRTimeline
Caerus Investment Advisors, LLC966$210K0.09%-1,00713F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC962$209K0.07%new13F-HRTimeline
Empirical Finance, LLC959$208K0.01%-113F-HR/ATimeline
Tandem Investment Advisors, Inc.951$206K0.01%-33213F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…945$205K<0.01%-17213F-HRTimeline
WEST BANCORPORATION INC932$202K0.1%013F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…928$201K<0.01%-28713F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC927$201K<0.01%+28613F-HRTimeline
Legacy Financial Advisors, Inc.925$201K0.03%-20613F-HRTimeline
STOCK YARDS BANK & TRUST CO922$200K0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC920$200K0.02%+22113F-HRTimeline
STRS OHIO896$194K<0.01%-113F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…894$194K<0.01%-1,39813F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO870$189K<0.01%+55913F-HRTimelineGroup
BEACON INVESTMENT ADVISORY SERVICES, IN…864$187K0.01%013F-HRTimeline
Grove Bank & Trust835$181K0.02%+21013F-HRTimeline
Ninety One SA (Pty) Ltd821$178K0.01%-24713F-HRTimeline
Canada Post Corp Registered Pension Plan820$178K0.01%013F-HRTimeline
Allworth Financial LP791$172K<0.01%-50513F-HRTimeline
Parallel Advisors, LLC788$171K<0.01%-41913F-HR/ATimeline
HM PAYSON & CO741$161K<0.01%-15013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding737$160K+78Timeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…700$152K0.05%+19113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…690$150K<0.01%-88913F-HR/ATimelineGroup
Farther Finance Advisors, LLC652$147K<0.01%-38513F-HRTimeline
Bullock Wealth Management Group645$145K0.07%+313F-HRTimeline
Destiny Wealth Partners, LLC646$140K0.02%new13F-HRTimeline
Tema ETFs LLC619$134K0.01%013F-HRTimeline
Basecamp Wealth Advisors LLC614$133K0.03%-213F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC566$131K<0.01%-14813F-HRTimeline
STOREBRAND ASSET MANAGEMENT AS577$125K<0.01%-47113F-HRTimeline
AdvisorNet Financial, Inc568$123K0.01%-1213F-HRTimeline
Versant Capital Management, Inc520$113K0.01%+19913F-HRTimeline
ROTHSCHILD INVESTMENT LLC518$112K0.01%-1,14813F-HRTimeline
Siemens Fonds Invest GmbH513$111K0.01%+42113F-HRTimeline
GLOBEFLEX CAPITAL L P499$108K0.02%new13F-HRTimeline
LANARK FINANCIAL, INC.492$107K0.01%+48413F-HRTimeline
CoreCap Advisors, LLC489$106K<0.01%-11313F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK479$104K<0.01%+11413F-HRTimelineGroup
WHITTIER TRUST CO443$102K<0.01%-71213F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC456$98.9K<0.01%-1,18413F-HR/ATimelineGroup
DELTA ASSET MANAGEMENT LLC/TN450$97.6K0.01%013F-HRTimeline
UMB Bank, n.a.441$95.7K<0.01%+17213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Caitong International Asset Management …433$94K0.02%+42613F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…430$93K<0.01%013F-HRTimelineGroup
Estabrook Capital Management425$92.2K0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.410$89K<0.01%-11513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Caldwell Trust Co357$77.5K0.01%013F-HRTimeline
Rossby Financial, LCC332$74.7K0.02%+17613F-HRTimeline
Quantbot Technologies LP340$73.8K<0.01%-6,99213F-HRTimeline
QUADRANT CAPITAL GROUP LLC305$66.2K<0.01%-5,65513F-HR/ATimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…284$61.6K<0.01%+17813F-HRTimeline
DANSKE BANK A/S280$60.8K<0.01%-46013F-HRTimeline
Wilmington Savings Fund Society, FSB280$60.8K<0.01%-45013F-HRTimeline
Measured Wealth Private Client Group, L…276$59.9K0.02%013F-HRTimeline
SJS Investment Consulting Inc.268$58.2K0.01%-11013F-HRTimeline
Covestor Ltd265$57K0.04%-19613F-HRTimeline
Compagnie Lombard Odier SCmA260$56.4K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC250$54.2K<0.01%-15613F-HRTimelineGroup
Bruce G. Allen Investments, LLC249$54K0.04%+10713F-HRTimeline
SBI Securities Co., Ltd.243$52.7K<0.01%+1513F-HRTimeline
State of Wyoming236$51.2K0.01%new13F-HRTimeline
Addison Advisors LLC232$50.3K0.01%+713F-HRTimeline
MassMutual Private Wealth & Trust, FSB211$45.8K<0.01%-5013F-HRTimeline
Aster Capital Management (DIFC) Ltd98$44.6K0.01%new13F-HRTimeline
PRIVATE TRUST CO NA204$44.3K<0.01%+13213F-HRTimeline
Blue Trust, Inc.172$37.3K<0.01%-4813F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…172$37.3K<0.01%013F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC166$36K0.01%+12513F-HRTimeline
Wellington Grp LLC164$35.6K0.01%-5013F-HRTimeline
MONTAG A & ASSOCIATES INC163$35.3K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.156$35.1K<0.01%+10913F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.156$33.9K<0.01%-413F-HRTimelineGroup
Hilltop National Bank150$32.5K0.01%013F-HRTimeline
Owl Creek Wealth Partners LLC145$31.5K0.01%13F-HRTimeline
Essential Partners LLC145$31.5K0.01%-2,70013F-HRTimeline
CVA Family Office, LLC141$30.6K<0.01%-14713F-HRTimeline
CX Institutional136$30K<0.01%-14613F-HRTimeline
Parkside Financial Bank & Trust138$29.9K<0.01%+113F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…135$29.3K0.01%-83813F-HRTimeline
Quarry LP126$27.3K0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp116$25.2K<0.01%-1313F-HRTimelineGroup
Kemnay Advisory Services Inc.116$25.2K<0.01%new13F-HRTimeline
Legend Capital Advisors LLC115$25K0.02%new13F-HRTimeline
Copeland Capital Management, LLC111$24.1K<0.01%-82,16613F-HRTimeline
Trust Co108$23.4K<0.01%013F-HRTimeline
Intentional Wealth Strategies, LLC106$23K0.02%13F-HRTimeline
CYBER HORNET ETFs LLC102$22.9K0.01%-913F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC102$22.1K0.01%+8913F-HRTimeline
Bogart Wealth, LLC97$21K<0.01%+313F-HRTimeline
FIRST HORIZON CORP96$20.8K<0.01%-113F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…95$20.7K<0.01%+9313F-HRTimelineGroup
FIRST COMMUNITY TRUST NA93$20.2K0.01%013F-HRTimeline
United Community Bankin group United Community Bank92$20K0.01%new13F-HRTimelineGroup
Washington Trust Advisors, Inc.90$19.5K<0.01%-113F-HRTimeline
Cromwell Holdings LLC87$18.9K0.01%-213F-HRTimeline
DT Investment Partners, LLC80$17.4K<0.01%013F-HRTimeline
Smithfield Trust Co74$17K<0.01%013F-HRTimeline
CENTRAL TRUST Co78$16.9K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.77$16.9K<0.01%+5613F-HRTimeline
Quent Capital, LLC75$16.3K<0.01%-913F-HRTimeline
Hartford Financial Management Inc.75$16.3K<0.01%013F-HRTimeline
Community Bank, N.A.74$16.1K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.71$15.4K<0.01%-16613F-HRTimeline
PenderFund Capital Management Ltd.70$15.2K<0.01%013F-HRTimeline
MOTCO67$14.5K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC62$14.1K<0.01%+5113F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV66$14K<0.01%+113F-HR/ATimeline
Rosenberg Matthew Hamilton63$13.6K<0.01%-113F-HRTimeline
Financial Network Wealth Advisors LLC60$13K0.01%+3313F-HRTimeline
BAYBAN58$12.6K0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.57$12.4K<0.01%+313F-HRTimeline
Rakuten Group, Inc.group of 2 filers holding56$12.2K-3,290Timeline
Eurizon Capital SGR S.p.A.55$11.9K<0.01%013F-HRTimeline
Cheviot Value Management, LLC51$11.1K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors51$11.1K<0.01%-813F-HRTimelineGroup
WPG Advisers, LLC51$11.1K0.01%-4113F-HRTimeline
Capital Advisors, Ltd. LLC49$11K<0.01%+3713F-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