Skip to content
Disclosery

FDS FACTSET RESH SYS INC

Follow

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
Claret Asset Management Corp497$226K0.03%+513F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.496$226K<0.01%-20,59613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
EVERPAR ADVISORS LLC497$226K0.12%-4713F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.494$225K0.15%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC487$221K<0.01%-7513F-HR/ATimelineGroup
SMITH SHELLNUT WILSON LLC /ADV486$221K0.1%+3013F-HRTimeline
Creekmur Asset Management LLC480$218K0.05%new13F-HRTimeline
WORLD EQUITY GROUP, INC.480$218K0.06%new13F-HRTimeline
FULLCIRCLE WEALTH LLC512$217K0.09%+7613F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC465$211K<0.01%-16113F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC464$211K0.01%-4613F-HRTimeline
Farther Finance Advisors, LLC453$207K0.01%-4713F-HRTimeline
Focus Financial Network, Inc.452$205K0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN450$205K0.02%013F-HRTimeline
TOWER BRIDGE ADVISORS450$205K0.02%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…449$204K<0.01%-3713F-HRTimelineGroup
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP443$201K0.06%new13F-HRTimelineGroup
Cassaday & Co Wealth Management LLC442$201K0.01%013F-HRTimeline
DEAN INVESTMENT ASSOCIATES, LLCin group DEAN INVESTMENT ASSOCIATES, L…440$200K0.03%-5813F-HRTimelineGroup
USA FINANCIAL FORMULAS428$195K0.03%new13F-HRTimeline
Estabrook Capital Management425$193K0.03%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…411$187K0.01%013F-HRTimelineGroup
Icon Wealth Advisors, LLC410$186K0.02%+2913F-HRTimeline
PrairieView Partners, LLC400$181K0.02%013F-HRTimeline
JFS WEALTH ADVISORS, LLC372$169K0.01%+313F-HRTimeline
Caldwell Trust Co357$162K0.02%013F-HRTimeline
SIGNATUREFD, LLC340$155K<0.01%+4213F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…337$153K0.01%013F-HRTimeline
Private Wealth Asset Management, LLC324$147K0.02%13F-HRTimeline
GLOBEFLEX CAPITAL L P309$140K0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK291$132K<0.01%-44313F-HRTimelineGroup
PRIVATE TRUST CO NA290$132K0.01%-113F-HRTimeline
MCF Advisors LLC264$120K0.01%013F-HRTimeline
Compagnie Lombard Odier SCmA260$118K<0.01%013F-HRTimeline
Parallel Advisors, LLC253$115K<0.01%-1913F-HRTimeline
Capital Advisors, Ltd. LLC242$110K0.01%013F-HRTimeline
MATHER GROUP, LLC.241$109K<0.01%-1513F-HRTimeline
Addison Advisors LLC225$102K0.03%013F-HRTimeline
SBI Securities Co., Ltd.217$98.7K<0.01%+413F-HRTimeline
First Horizon Advisors, Inc.213$97.1K<0.01%-3613F-HRTimeline
Geneos Wealth Management Inc.116$94.6K<0.01%+8213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO206$93.7K<0.01%+2213F-HRTimelineGroup
Blue Trust, Inc.204$92.7K<0.01%+12813F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…185$83K<0.01%-8913F-HRTimelineGroup
ATTICUS WEALTH MANAGEMENT, LLC180$81.8K0.03%013F-HRTimeline
Clean Yield Group177$80.5K0.03%+2713F-HRTimeline
IFP Advisors, Inc158$77.3K<0.01%+613F-HRTimeline
Coastline Trust Co170$77.3K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.167$75.9K<0.01%new13F-HRTimelineGroup
WASHINGTON TRUST Co165$75K<0.01%013F-HRTimeline
Continuum Advisory, LLC162$73.7K0.01%+313F-HRTimeline
Smartleaf Asset Management LLC156$70.1K0.01%-4913F-HRTimeline
Bruce G. Allen Investments, LLC153$69.6K0.06%-413F-HRTimeline
Lindbrook Capital, LLC145$65.9K0.01%+11613F-HRTimeline
Sandy Spring Bank141$64.1K<0.01%+513F-HRTimeline
Lummis Asset Management, LP140$63.6K0.04%013F-HRTimeline
National Pension Service137$62.3K<0.01%-60,04113F-HRTimeline
Rossby Financial, LCC146$62K0.03%new13F-HRTimeline
Allworth Financial LP144$61.7K<0.01%+713F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…132$60.3K0.02%new13F-HRTimelineGroup
CX Institutional131$60K<0.01%new13F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…121$55K<0.01%013F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB118$53.6K<0.01%+2813F-HRTimeline
Covestor Ltd115$53K0.04%013F-HRTimeline
CENTRAL TRUST Co113$51.4K<0.01%013F-HRTimeline
Brooklyn Investment Group112$50.9K0.01%+3213F-HRTimeline
Kiker Wealth Management, LLC112$50.9K0.03%new13F-HRTimeline
Trust Co108$49.1K0.01%013F-HRTimeline
CVA Family Office, LLC106$48.2K0.01%-113F-HRTimeline
Pinnacle Financial Partners Inc100$48K<0.01%013F-HRTimeline
Compass Wealth Management LLC103$46.8K0.01%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC103$46K<0.01%013F-HRTimelineGroup
SENTRY INVESTMENT MANAGEMENT LLC111$45K0.03%-3313F-HRTimeline
SIMPLEX TRADING, LLC99$45K<0.01%new13F-HRTimeline
WINNACLE WEALTH LLC99$44.6K0.04%013F-HRTimeline
2UniFi Bank95$43.9K0.03%+6213F-HRTimeline
AMERICAN NATIONAL BANK & TRUST96$43.6K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC95$43.2K<0.01%013F-HRTimelineGroup
FIRST COMMUNITY TRUST NA93$42.3K0.04%-713F-HRTimeline
Washington Trust Advisors, Inc.91$41.4K<0.01%013F-HRTimeline
WPG Advisers, LLC91$41.4K0.04%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…87$39.6K<0.01%-17513F-HRTimelineGroup
Caitong International Asset Management …86$39.1K0.03%+8413F-HRTimeline
Bogart Wealth, LLC81$36.8K<0.01%013F-HRTimeline
DT Investment Partners, LLC80$36.4K<0.01%013F-HRTimeline
Hartford Financial Management Inc.75$34.1K0.01%013F-HRTimeline
Quent Capital, LLC75$34.1K<0.01%-213F-HRTimeline
SJS Investment Consulting Inc.70$31.8K0.01%-113F-HRTimeline
Plante Moran Financial Advisors, LLC70$31.8K<0.01%013F-HRTimeline
MOTCO67$30.5K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV65$29K0.01%013F-HRTimeline
Smithfield Trust Co62$29K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton64$28.9K0.01%013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.61$27.8K0.02%+113F-HRTimeline
Clearstead Advisors, LLC61$27.7K<0.01%-113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp60$27.3K<0.01%+5613F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC54$24.6K<0.01%+1013F-HRTimelineGroup
Riverview Trust Co54$24.6K0.02%013F-HRTimeline
Hemington Wealth Management53$24K<0.01%+913F-HRTimeline
TD Waterhouse Canada Inc.52$23.7K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust52$23.6K<0.01%+713F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…51$23.2K<0.01%13F-HRTimeline
NVWM, LLC51$23.2K0.01%-213F-HRTimeline
Crews Bank & Trust51$23.2K<0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST50$22.7K0.01%013F-HRTimeline
Whipplewood Advisors, LLC68$22.3K0.02%+1913F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management49$22.3K<0.01%13F-HRTimelineGroup
Cheviot Value Management, LLC51$22.1K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC45$20.6K<0.01%+3113F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors45$20.5K<0.01%+713F-HRTimelineGroup
Beacon Capital Management, LLC44$20.1K<0.01%013F-HRTimeline
UMB Bank, n.a.43$19.6K<0.01%+613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MV CAPITAL MANAGEMENT, INC.42$19.1K<0.01%-213F-HRTimeline
Western Pacific Wealth Management, LP42$19.1K0.02%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC39$17.7K<0.01%+613F-HRTimeline
Centerpoint Advisors, LLC37$17K0.01%013F-HRTimeline
Park Place Capital Corp36$16.4K<0.01%-13813F-HRTimeline
Missouri Trust & Investment Co34$15.5K0.01%new13F-HRTimeline
Towne Trust Company, N.A33$15K0.01%013F-HRTimeline
McIlrath & Eck, LLC33$15K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…32$14.5K<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC32$14.5K<0.01%013F-HRTimeline
Key Financial Inc30$13.6K<0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD29$13.2K0.01%013F-HRTimeline
Piscataqua Savings Bank29$13.2K0.01%013F-HRTimeline
West Branch Capital LLC28$12.7K<0.01%013F-HRTimeline
S&T Bank/PA27$12.3K<0.01%013F-HRTimeline
GoalVest Advisory LLC27$12.3K<0.01%-1713F-HRTimeline
Anchor Investment Management, LLC26$11.8K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC24$11.6K<0.01%013F-HRTimeline
TD Capital Management LLC25$11.4K<0.01%new13F-HRTimeline
GW&K Investment Management, LLC25$11K<0.01%013F-HRTimeline
Asset Dedication, LLC24$10.9K<0.01%+1813F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.24$10.9K0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV23$10.5K<0.01%+613F-HRTimeline
BFSG, LLC23$10.5K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC22$10K<0.01%013F-HR/ATimeline
Archer Investment Corp21$9.57K<0.01%013F-HRTimeline
Arax Advisory Partners20$9.09K<0.01%-18213F-HRTimeline
Annis Gardner Whiting Capital Advisors,…20$9.09K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.19$8.64K<0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC18$8.19K0.01%+613F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …18$8.18K<0.01%013F-HRTimelineGroup
Keener Financial Planning LLC17$7K<0.01%013F-HRTimeline
First PREMIER Bank15$7K<0.01%013F-HRTimeline
Saudi Central Bank15$6.82K0.04%new13F-HRTimeline
LRI Investments, LLC14$6.52K<0.01%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/13$5.91K<0.01%013F-HRTimelineGroup
Park Square Financial Group, LLC12$5.46K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC11$5K<0.01%013F-HR/ATimeline
BankPlus Trust Departmentin group BankPlus Trust Department11$5K<0.01%new13F-HRTimelineGroup
Winch Advisory Services, LLC10$4.67K<0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC10$4.63K<0.01%-113F-HRTimeline
COUNTRY TRUST BANK10$4.55K<0.01%013F-HR/ATimeline
NewSquare Capital LLC10$4.55K<0.01%+913F-HRTimeline
Ruedi Wealth Management, Inc.10$4.55K<0.01%013F-HRTimeline
Dunhill Financial, LLC9$4.17K<0.01%-113F-HRTimeline
HARBOUR INVESTMENTS, INC.9$4.09K<0.01%013F-HRTimeline
Northwest Capital Management Inc9$4.09K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC8$3.64K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP8$3.64K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC8$3.64K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC8$3.64K<0.01%+513F-HRTimeline
NFSG Corp7$3.23K<0.01%013F-HRTimeline
Pineridge Advisors LLC7$3.2K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC7$3.18K<0.01%new13F-HRTimelineGroup
Grove Bank & Trust7$3.18K<0.01%new13F-HRTimeline
Carolina Wealth Advisors, LLC7$3.18K<0.01%013F-HRTimeline
City State Bank7$3.18K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.8$3K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC6$2.88K<0.01%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC6$2.73K<0.01%013F-HRTimeline
WEBSTER BANK, N. A.6$2.73K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC6$2.73K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc6$2.73K<0.01%013F-HRTimeline
Aspect Partners, LLC6$2.73K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.6$2.73K<0.01%013F-HRTimeline
Global Financial Private Client, LLC6$2.73K<0.01%+413F-HRTimeline
ROSS\JOHNSON & Associates LLC6$2.73K0.05%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC5$2.27K<0.01%013F-HRTimeline
SIERRA OCEAN, LLC5$2.27K<0.01%013F-HRTimeline
Synergy Investment Management, LLC5$2.27K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC6$2K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC4$1.82K<0.01%-613F-HRTimeline
Cromwell Holdings LLC4$1.82K<0.01%new13F-HRTimeline
Granite FO LLC4$1.82K<0.01%013F-HRTimeline
TOBAM3$1K<0.01%-15613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1$1K<0.01%013F-HRTimelineGroup
MJT & Associates Financial Advisory Gro…2$910<0.01%13F-HRTimeline
BOKF, NAin group BOKF, NA2$909<0.01%013F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2$909<0.01%-2013F-HRTimelineGroup
First Command Advisory Services, Inc.2$909<0.01%new13F-HRTimeline
PSI Advisors, LLC2$909<0.01%013F-HRTimeline
Rise Advisors, LLC2$909<0.01%new13F-HRTimeline
WEST PACES ADVISORS INC.2$909<0.01%013F-HRTimeline
Clark Wealth Partners2$909<0.01%-113F-HRTimeline
WestEnd Advisors, LLC1$455<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.1$455<0.01%new13F-HRTimeline
TFC Financial Management, Inc.1$455<0.01%013F-HRTimeline
True Wealth Design, LLC1$455<0.01%-1613F-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