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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
IEQ CAPITAL, LLC513$246K<0.01%-1,75213F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC513$246K0.01%13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC510$245K0.01%+913F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC509$244K0.01%-14,06013F-HRTimelineGroup
Farther Finance Advisors, LLC500$240K0.01%-113F-HRTimeline
MIDDLETON & CO INC/MA500$240K0.03%013F-HRTimeline
Arbor Investment Advisors, LLC500$240K0.03%013F-HRTimeline
Blue Edge Capital, LLC500$240K0.04%013F-HRTimeline
Fort Point Capital Partners LLC500$240K0.03%new13F-HRTimeline
DEAN INVESTMENT ASSOCIATES, LLCin group DEAN INVESTMENT ASSOCIATES, L…498$239K0.03%-5613F-HRTimelineGroup
TILIA FIDUCIARY PARTNERS, INC.494$237K0.16%013F-HRTimeline
Claret Asset Management Corp492$236K0.04%+413F-HRTimeline
Aptus Capital Advisors, LLC488$234K<0.01%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…486$234K0.01%013F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC486$233K0.01%+1313F-HRTimeline
Perissos Private Wealth Management, LLC479$230K0.17%013F-HRTimeline
Empirical Asset Management, LLC2,768$230K0.08%new13F-HRTimeline
WMS Partners, LLC476$229K0.01%+1413F-HRTimeline
Geller Advisors LLC468$225K0.01%+2513F-HRTimeline
Buckingham Capital Management, Inc.465$223K0.03%-513F-HRTimeline
Intrua Financial, LLC458$220K0.04%-5213F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…457$219K0.02%-3313F-HRTimelineGroup
SMITH SHELLNUT WILSON LLC /ADV456$219K0.1%+1413F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC455$218K0.05%-1013F-HRTimeline
Focus Financial Network, Inc.452$217K0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN450$216K0.02%013F-HRTimeline
TOWER BRIDGE ADVISORS450$216K0.02%013F-HRTimeline
Crestmont Private Wealth LLC445$214K0.1%+113F-HRTimeline
Cassaday & Co Wealth Management LLC442$212K0.01%013F-HRTimeline
Independent Advisor Alliance439$211K<0.01%new13F-HRTimeline
Trust Asset Management LLC439$211K0.02%013F-HRTimeline
Kenora Financial, LLC439$211K0.08%013F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC438$210K<0.01%-9,06013F-HRTimelineGroup
LCNB CORP431$207K0.08%new13F-HRTimeline
Great Diamond Partners, LLC426$205K0.05%new13F-HRTimeline
Claro Advisors Inc.425$204K0.03%-1413F-HRTimeline
Estabrook Capital Management425$204K0.03%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …425$204K0.02%new13F-HR/ATimeline
STEVENS CAPITAL MANAGEMENT LP425$204K0.08%-23913F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …450$204K0.02%-2513F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding420$202KnewTimeline
FULLCIRCLE WEALTH LLC436$200K0.08%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…411$197K0.01%013F-HRTimelineGroup
PrairieView Partners, LLC400$192K0.02%013F-HRTimeline
CURIO WEALTH, LLC391$188K0.1%13F-HRTimeline
Icon Wealth Advisors, LLC381$183K0.02%013F-HRTimeline
AlphaQuest LLC370$178K0.02%-7913F-HRTimeline
JFS WEALTH ADVISORS, LLC369$177K0.01%013F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …363$174K0.01%new13F-HRTimelineGroup
Caldwell Trust Co357$171K0.02%013F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…337$162K0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC306$146K<0.01%-23113F-HRTimelineGroup
SIGNATUREFD, LLC298$143K<0.01%-313F-HRTimeline
Atlatl Advisers LLC298$143K0.08%13F-HRTimeline
PRIVATE TRUST CO NA291$140K0.01%+2213F-HRTimeline
Global Retirement Partners, LLC279$134K<0.01%+1913F-HRTimeline
Parallel Advisors, LLC272$131K<0.01%+813F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…274$130K<0.01%+9313F-HRTimelineGroup
MCF Advisors LLC264$127K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…262$126K0.01%-3613F-HRTimelineGroup
Compagnie Lombard Odier SCmA260$125K<0.01%013F-HRTimeline
MATHER GROUP, LLC.256$123K<0.01%-713F-HRTimeline
First Horizon Advisors, Inc.249$120K<0.01%-213F-HRTimeline
Capital Advisors, Ltd. LLC242$116K0.01%013F-HRTimeline
Addison Advisors LLC225$108K0.03%013F-HRTimeline
SBI Securities Co., Ltd.213$102K<0.01%13F-HRTimeline
Smartleaf Asset Management LLC205$98.9K0.01%+3313F-HRTimeline
Arax Advisory Partners202$97K0.01%013F-HRTimeline
Natixis Investment Managers Internation…192$92.2K0.01%013F-HRTimeline
Menard Financial Group LLC190$91.3K0.05%new13F-HRTimeline
Swedbank ABin group Swedbank AB185$88.9K<0.01%013F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO184$88.4K<0.01%+1513F-HRTimelineGroup
ATTICUS WEALTH MANAGEMENT, LLC180$86.5K0.03%013F-HRTimeline
Park Place Capital Corp174$83.6K0.02%-1313F-HRTimeline
Coastline Trust Co170$81.6K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WASHINGTON TRUST Co165$79.2K<0.01%-2013F-HRTimeline
IFP Advisors, Inc152$78.8K<0.01%-613F-HRTimeline
Continuum Advisory, LLC159$76.4K0.01%013F-HRTimeline
TOBAM159$76K0.02%-11013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bruce G. Allen Investments, LLC157$75.4K0.06%+113F-HRTimeline
Clean Yield Group150$72K0.02%013F-HRTimeline
Hilltop National Bank150$72K0.02%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC144$69.2K<0.01%013F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC144$69K0.03%-2313F-HRTimeline
Lummis Asset Management, LP140$67.2K0.09%013F-HRTimeline
Sandy Spring Bank136$65.3K<0.01%013F-HRTimeline
Allworth Financial LP137$63.7K<0.01%+2213F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC127$61K<0.01%-2313F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…125$58.1K<0.01%-513F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…121$58K<0.01%013F-HRTimelineGroup
Covestor Ltd115$55K0.03%-2913F-HRTimeline
CENTRAL TRUST Co113$54.3K<0.01%-1013F-HRTimeline
Trust Co108$51.9K0.01%013F-HRTimeline
CVA Family Office, LLC107$51.4K0.01%+313F-HRTimeline
GeoWealth Management, LLC104$50K<0.01%-313F-HRTimeline
Compass Wealth Management LLC103$49.5K0.01%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC103$49K<0.01%-313F-HRTimelineGroup
FIRST COMMUNITY TRUST NA100$48K0.03%013F-HRTimeline
WINNACLE WEALTH LLC99$47K0.05%13F-HRTimeline
Pinnacle Financial Partners Inc100$46K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC95$45.6K<0.01%013F-HRTimelineGroup
Washington Trust Advisors, Inc.91$43.7K<0.01%013F-HRTimeline
WPG Advisers, LLC91$43.7K0.04%13F-HRTimeline
MassMutual Private Wealth & Trust, FSB90$43.2K<0.01%+313F-HRTimeline
Bogart Wealth, LLC81$38.9K<0.01%013F-HRTimeline
DT Investment Partners, LLC80$38.4K<0.01%-4013F-HRTimeline
Brooklyn Investment Group80$38.4K0.01%+413F-HRTimeline
Eagle Bay Advisors LLC80$38.4K0.02%013F-HRTimeline
Quent Capital, LLC77$36.9K<0.01%+113F-HRTimeline
Blue Trust, Inc.76$36.5K<0.01%-15213F-HR/ATimeline
Hartford Financial Management Inc.75$36K0.01%013F-HRTimeline
SJS Investment Consulting Inc.71$34.1K0.01%-1913F-HRTimeline
Plante Moran Financial Advisors, LLC70$33.6K<0.01%013F-HRTimeline
MOTCO67$32.2K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV65$31K0.01%013F-HRTimeline
Rosenberg Matthew Hamilton64$30.6K0.01%013F-HRTimeline
Clearstead Advisors, LLC62$29.9K<0.01%-1113F-HRTimeline
Van Hulzen Asset Management, LLC62$29.8K<0.01%new13F-HRTimeline
CarsonAllaria Wealth Management, Ltd.60$29.3K0.02%013F-HRTimeline
Smithfield Trust Co62$29K<0.01%013F-HRTimeline
LGT Financial Advisors LLC57$27.4K0.06%013F-HRTimeline
Riverview Trust Co54$25.9K0.02%013F-HRTimeline
CRITERION CAPITAL ADVISORS, LLC63$25.7K0.02%013F-HRTimeline
NVWM, LLC53$25.5K0.01%+213F-HRTimeline
TD Waterhouse Canada Inc.52$25K<0.01%013F-HRTimeline
Crews Bank & Trust51$24.5K<0.01%13F-HRTimeline
FIRST UNITED BANK & TRUST50$24K0.01%013F-HRTimeline
Whipplewood Advisors, LLC49$23.5K0.01%13F-HRTimeline
Caitlin John, LLC48$23.1K0.02%+113F-HRTimeline
Parkside Financial Bank & Trust45$21.6K<0.01%+1113F-HRTimeline
Beacon Capital Management, LLC44$21.2K<0.01%+213F-HRTimeline
MV CAPITAL MANAGEMENT, INC.44$21.1K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC44$21.1K<0.01%+2113F-HRTimelineGroup
GoalVest Advisory LLC44$21.1K0.01%013F-HRTimeline
Hemington Wealth Management44$21K0.01%+613F-HRTimeline
Kapitalo Investimentos Ltda43$20.7K0.01%new13F-HRTimeline
Western Pacific Wealth Management, LP42$20.2K0.02%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors38$18.3K<0.01%013F-HRTimelineGroup
Centerpoint Advisors, LLC37$18K0.01%013F-HRTimeline
UMB Bank, n.a.37$17.8K<0.01%+1813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WR Wealth Planners, LLC37$17.8K0.01%013F-HRTimeline
Geneos Wealth Management Inc.34$16.3K<0.01%+113F-HRTimeline
Towne Trust Company, N.A33$15.8K0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC33$15.8K<0.01%+113F-HRTimeline
McIlrath & Eck, LLC33$15.8K<0.01%013F-HRTimeline
2UniFi Bank33$15.8K0.01%13F-HRTimeline
Atlantic Edge Private Wealth Management…32$15.4K<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC32$15K0.01%13F-HRTimeline
Key Financial Inc30$14.4K<0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD29$13.9K0.01%013F-HRTimeline
Lindbrook Capital, LLC29$13.9K<0.01%+913F-HRTimeline
Piscataqua Savings Bank29$13.9K0.01%013F-HRTimeline
GHP Investment Advisors, Inc.28$13.4K<0.01%013F-HRTimeline
West Branch Capital LLC28$13.4K<0.01%013F-HRTimeline
S&T Bank/PA27$13K<0.01%new13F-HRTimeline
Stephens Consulting, LLC27$13K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.27$12.8K<0.01%013F-HRTimelineGroup
Anchor Investment Management, LLC26$12.5K<0.01%013F-HRTimeline
GW&K Investment Management, LLC25$12K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC24$11.6K<0.01%013F-HR/ATimeline
TRUST CO OF VERMONT24$11.5K<0.01%-1013F-HRTimeline
BFSG, LLC23$11K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.22$10.6K<0.01%013F-HRTimelineGroup
Tortoise Investment Management, LLC22$10.6K<0.01%013F-HR/ATimeline
Archer Investment Corp21$10.1K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…20$9.61K<0.01%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …18$8.64K<0.01%-10013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV17$8.16K<0.01%+313F-HRTimeline
True Wealth Design, LLC17$8.16K<0.01%013F-HRTimeline
Keener Financial Planning LLC17$8K<0.01%013F-HRTimeline
First PREMIER Bank15$7K<0.01%013F-HRTimeline
LRI Investments, LLC14$6.89K<0.01%013F-HRTimeline
Sound Income Strategies, LLC14$6.73K<0.01%+913F-HRTimeline
Glen Eagle Advisors, LLC14$6.72K<0.01%013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC13$6.33K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC13$6.24K<0.01%-413F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/13$6.24K<0.01%013F-HRTimelineGroup
Financial Network Wealth Advisors LLC12$5.76K0.01%-2313F-HRTimeline
Golden State Wealth Management, LLC11$5.28K<0.01%13F-HRTimeline
Kiely Wealth Advisory Group, Inc.11$5.07K<0.01%013F-HRTimeline
Winch Advisory Services, LLC10$4.92K<0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC11$4.88K<0.01%-113F-HRTimeline
COUNTRY TRUST BANK10$4.8K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC10$4.8K<0.01%013F-HRTimeline
Ruedi Wealth Management, Inc.10$4.8K<0.01%013F-HRTimeline
Millstone Evans Group, LLC10$4.8K<0.01%13F-HRTimeline
Dunhill Financial, LLC10$4.8K<0.01%+213F-HRTimeline
HARBOUR INVESTMENTS, INC.9$4.32K<0.01%013F-HRTimeline
Northwest Capital Management Inc9$4.32K<0.01%013F-HRTimeline
Raleigh Capital Management Inc.8$3.91K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC8$3.86K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC8$3.84K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP8$3.84K<0.01%013F-HRTimeline
Pacific Capital Wealth Advisors, Inc.8$3.84K<0.01%013F-HRTimeline
NFSG Corp7$3.4K<0.01%new13F-HRTimeline
Pineridge Advisors LLC7$3.38K<0.01%013F-HRTimeline
Carolina Wealth Advisors, LLC7$3.36K<0.01%013F-HRTimeline
City State Bank7$3.36K<0.01%013F-HRTimeline
WEBSTER BANK, N. A.6$2.88K<0.01%013F-HRTimeline
Asset Dedication, LLC6$2.88K<0.01%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