Skip to content
Disclosery

FDS FACTSET RESH SYS INC

Follow

Stock (common), issuer CIK 1013237

822 managers (838 13F filers) reported a position in FDS shares at 2025-06-30, 35,669,840 shares in all. 87 filers opened a position and 81 filers sold out during the quarter.

Managers
822
13F filers
838
New
87
Added
290
Reduced
286
Sold out
81
Shares held by filers
35,669,840

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
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
Moskoff Gregory Tofficer (MD,Controller and CAO)2025-12-18+0.2293 J$273.39Form 5
Costigan Johnofficer (EVP, Co-Head of Product)2025-12-18+1.2863 J$273.39Form 5

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
M3 Advisory Group, LLC497$222K0.15%-3313F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…496$222K<0.01%new13F-HRTimelineGroup
TILIA FIDUCIARY PARTNERS, INC.494$221K0.13%013F-HRTimeline
SEEDS INVESTOR LLC493$220K0.05%-11513F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV486$217K0.09%013F-HRTimeline
Wealth Group, Ltd.484$216K0.21%new13F-HRTimeline
Icon Wealth Advisors, LLC481$215K0.02%+7113F-HRTimeline
PROFUND ADVISORS LLC478$214K0.01%-5213F-HRTimeline
Focus Financial Network, Inc.472$211K0.01%+2013F-HRTimeline
Malaga Cove Capital, LLC463$207K0.08%new13F-HRTimeline
Advisory Alpha, LLC462$207K0.01%new13F-HRTimeline
Blue Barn Wealth, LLC457$204K0.1%new13F-HRTimeline
Precision Wealth Strategies, LLC456$204K0.07%-12813F-HRTimeline
Robertson Stephens Wealth Management, L…454$203K0.01%-6413F-HRTimeline
ROCKLAND TRUST CO454$203K0.01%-5713F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN450$201K0.02%013F-HRTimeline
TOWER BRIDGE ADVISORS450$201K0.02%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…449$201K<0.01%013F-HRTimelineGroup
Estabrook Capital Management425$190K0.03%013F-HRTimeline
Global Retirement Partners, LLC423$189K<0.01%13F-HRTimeline
IFP Advisors, Inc420$189K0.01%+26213F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…412$184K0.01%+113F-HRTimelineGroup
State of Wyoming399$178K0.02%new13F-HRTimeline
PrairieView Partners, LLC400$178K0.02%013F-HRTimeline
CURIO WEALTH, LLC391$175K0.08%+39013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC372$166K<0.01%-7,31813F-HRTimeline
FIL Ltdin group FIL Ltd369$165K<0.01%new13F-HRTimelineGroup
SIGNATUREFD, LLC357$160K<0.01%+1713F-HRTimeline
Caldwell Trust Co357$160K0.02%013F-HRTimeline
Parkside Financial Bank & Trust350$157K0.02%+29813F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…337$151K0.01%013F-HR/ATimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK320$143K<0.01%+2913F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.319$143K<0.01%-17713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Parallel Advisors, LLC315$141K<0.01%+6213F-HRTimeline
Versant Capital Management, Inc312$140K0.02%-30013F-HRTimeline
GLOBEFLEX CAPITAL L P309$138K0.01%013F-HRTimeline
MCF Advisors LLC264$118K0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC264$118K0.01%+2213F-HRTimeline
Compagnie Lombard Odier SCmA260$116K<0.01%013F-HRTimeline
Blue Trust, Inc.245$110K<0.01%+4113F-HRTimeline
SBI Securities Co., Ltd.232$104K<0.01%+1513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO225$101K<0.01%+1913F-HRTimelineGroup
Addison Advisors LLC225$101K0.03%013F-HRTimeline
First Horizon Advisors, Inc.212$95.1K<0.01%-113F-HRTimeline
CX Institutional207$93K<0.01%+7613F-HR/ATimeline
ORG Partners LLC205$92.7K0.02%+2513F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…208$92K<0.01%+2313F-HRTimelineGroup
PRIVATE TRUST CO NA195$87.2K0.01%-9513F-HRTimeline
Swedbank ABin group Swedbank AB185$82.7K<0.01%13F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC183$81.9K0.01%-18913F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC180$80.5K0.02%013F-HRTimeline
Clean Yield Group177$79.2K0.02%013F-HRTimeline
Arax Advisory Partners174$77.8K<0.01%+15413F-HRTimeline
Coastline Trust Co170$76K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.165$73.8K<0.01%-213F-HRTimelineGroup
Brooklyn Investment Group163$72.9K0.01%+5113F-HR/ATimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp162$72.5K<0.01%new13F-HRTimelineGroup
Bruce G. Allen Investments, LLC152$68K0.05%-113F-HRTimeline
Hilltop National Bank150$67.1K0.02%13F-HRTimeline
Rossby Financial, LCC146$65.3K0.02%013F-HRTimeline
Lummis Asset Management, LP140$62.6K0.04%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…138$61.8K<0.01%+5113F-HRTimelineGroup
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…131$59K0.01%-113F-HRTimelineGroup
Allworth Financial LP131$58.6K<0.01%-1313F-HRTimeline
GeoWealth Management, LLC130$58.1K<0.01%new13F-HRTimeline
CVA Family Office, LLC121$54.1K0.01%+1513F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…121$54K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.117$52.3K<0.01%+113F-HRTimeline
MUFG Securities EMEA plc112$50.1K<0.01%new13F-HR/ATimeline
Kiker Wealth Management, LLC112$50.1K0.03%013F-HRTimeline
Smartleaf Asset Management LLC112$49.6K<0.01%-4413F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC111$49K0.03%013F-HRTimeline
Trust Co108$48.3K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC105$47K<0.01%+5113F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB104$46.5K<0.01%-1413F-HRTimeline
CENTRAL TRUST Co103$46.1K<0.01%-1013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC103$46K<0.01%013F-HRTimelineGroup
CYBER HORNET ETFs LLC101$45K0.03%new13F-HRTimeline
2UniFi Bank97$43.4K0.02%+213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC95$42.5K<0.01%013F-HRTimelineGroup
Generali Investments, Management Co LLC95$42.4K0.01%new13F-HRTimeline
Point72 (DIFC) Ltd93$41.7K<0.01%new13F-HRTimeline
FIRST COMMUNITY TRUST NA93$41.6K0.03%013F-HRTimeline
Clearstead Advisors, LLC91$40.7K<0.01%+3013F-HRTimeline
Washington Trust Advisors, Inc.91$40.7K<0.01%013F-HRTimeline
Bogart Wealth, LLC90$40.3K<0.01%+913F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.88$39.4K<0.01%+8613F-HRTimelineGroup
DT Investment Partners, LLC80$35.8K<0.01%013F-HRTimeline
WPG Advisers, LLC80$35.8K0.03%-1113F-HRTimeline
Private Wealth Asset Management, LLC79$35.4K<0.01%-24513F-HRTimeline
Hartford Financial Management Inc.75$33.5K0.01%013F-HRTimeline
Covestor Ltd73$32K0.02%-4213F-HRTimeline
Plante Moran Financial Advisors, LLC70$31.3K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management66$29.5K<0.01%-79313F-HRTimelineGroup
OGOREK ANTHONY JOSEPH /NY/ /ADV65$29K0.01%013F-HRTimeline
Rosenberg Matthew Hamilton64$28.5K0.01%013F-HRTimeline
Smithfield Trust Co62$27K<0.01%013F-HRTimeline
MOTCO67$27K<0.01%013F-HRTimeline
Hemington Wealth Management58$25K<0.01%+513F-HRTimeline
CarsonAllaria Wealth Management, Ltd.55$24.6K0.01%-613F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…53$23.7K<0.01%+213F-HRTimeline
TD Waterhouse Canada Inc.52$23.4K<0.01%013F-HRTimeline
UMB Bank, n.a.52$23.3K<0.01%+913F-HR/ATimeline
NVWM, LLC51$22.8K0.01%013F-HRTimeline
Crews Bank & Trust51$22.8K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors51$22.8K<0.01%+613F-HRTimelineGroup
Beacon Capital Management, LLC50$22.5K<0.01%+613F-HRTimeline
FIRST UNITED BANK & TRUST50$22.4K0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…50$22.4K0.01%+3013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management49$21.9K<0.01%013F-HRTimelineGroup
Opal Wealth Advisors, LLC47$21K0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp46$20.6K<0.01%-1413F-HRTimelineGroup
Whipplewood Advisors, LLC46$20.6K0.01%-2213F-HRTimeline
Cheviot Value Management, LLC51$19.5K<0.01%013F-HRTimeline
Western Pacific Wealth Management, LP42$18.8K0.02%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.41$18.3K<0.01%-113F-HRTimeline
Centerpoint Advisors, LLC41$18K0.01%+413F-HRTimeline
Caitong International Asset Management …39$17.4K0.01%-4713F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC38$17K<0.01%-113F-HRTimeline
Park Place Capital Corp36$16.2K<0.01%013F-HRTimeline
McIlrath & Eck, LLC33$14.8K<0.01%013F-HRTimeline
MTM Investment Management, LLC32$14.3K<0.01%new13F-HRTimeline
Atlantic Edge Private Wealth Management…32$14.3K<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC32$14K<0.01%013F-HRTimeline
Key Financial Inc30$13.4K<0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD29$13K0.01%013F-HRTimeline
Piscataqua Savings Bank29$13K0.01%013F-HRTimeline
West Branch Capital LLC28$12.5K<0.01%013F-HRTimeline
S&T Bank/PA27$12.1K<0.01%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC27$12.1K<0.01%new13F-HR/ATimeline
GW&K Investment Management, LLC27$12K<0.01%+213F-HRTimeline
Anchor Investment Management, LLC26$11.6K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC26$11.6K0.01%new13F-HRTimeline
TD Capital Management LLC25$11.2K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC25$11.2K<0.01%+313F-HRTimeline
Darwin Wealth Management, LLC24$10.8K<0.01%013F-HRTimeline
Asset Dedication, LLC24$10.7K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.24$10.7K0.01%013F-HRTimeline
Bayforest Capital Ltd22$9.84K<0.01%new13F-HRTimeline
Archer Investment Corp21$9.42K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC21$9.4K0.01%+313F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.20$8.95K<0.01%new13F-HRTimelineGroup
AMERIFLEX GROUP, INC.19$8.3K<0.01%013F-HRTimeline
Sound Income Strategies, LLC18$8.16K<0.01%-2713F-HRTimeline
Strategic Wealth Partners, Ltd.18$8.12K<0.01%13F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …18$8.05K<0.01%013F-HRTimelineGroup
Keener Financial Planning LLC17$7K<0.01%013F-HRTimeline
First PREMIER Bank15$7K<0.01%013F-HRTimeline
ALERUS FINANCIAL NA15$6.71K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV14$6.26K<0.01%-913F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/13$5.82K<0.01%013F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.12$5.37K<0.01%+313F-HRTimeline
COUNTRY TRUST BANK12$5.37K<0.01%+213F-HRTimeline
Park Square Financial Group, LLC12$5.37K<0.01%013F-HRTimeline
LRI Investments, LLC11$5.01K<0.01%-313F-HRTimeline
Golden State Wealth Management, LLC11$4.92K<0.01%013F-HRTimeline
GFG Capital, LLC11$4.92K<0.01%new13F-HRTimeline
Creative Capital Management Investments…11$4.92K<0.01%new13F-HRTimeline
Winch Advisory Services, LLC10$4.61K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC12$4.45K<0.01%new13F-HRTimeline
GoalVest Advisory LLC9$4.03K<0.01%-1813F-HRTimeline
Activest Wealth Management9$4.03K<0.01%+913F-HRTimeline
Fortitude Family Office, LLC9$4.03K<0.01%new13F-HRTimeline
MONTAG A & ASSOCIATES INC8$3.58K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP8$3.58K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC8$3.58K<0.01%013F-HRTimeline
Howard Hughes Medical Institute8$3.58K<0.01%new13F-HRTimeline
NFSG Corp7$3.18K<0.01%013F-HRTimeline
Pineridge Advisors LLC7$3.16K<0.01%013F-HRTimeline
Grove Bank & Trust7$3.13K<0.01%013F-HRTimeline
Carolina Wealth Advisors, LLC7$3.13K<0.01%013F-HRTimeline
City State Bank7$3.13K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.8$3K<0.01%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC6$2.7K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc6$2.68K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC6$2.68K<0.01%013F-HRTimeline
Aspect Partners, LLC6$2.68K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.6$2.68K<0.01%013F-HRTimeline
YANKCOM Partnership6$2.68K<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC5$2.24K<0.01%013F-HRTimeline
SIERRA OCEAN, LLC5$2.24K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC6$2K<0.01%013F-HRTimeline
Sachetta, LLC4$1.79K<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.4$1.79K<0.01%new13F-HRTimeline
Cromwell Holdings LLC4$1.79K<0.01%013F-HRTimeline
Granite FO LLC4$1.79K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC4$1.79K<0.01%-413F-HRTimeline
Binnacle Investments Inc4$1.79K<0.01%new13F-HRTimeline
Dunhill Financial, LLC3$1.43K<0.01%-613F-HRTimeline
WOLFF WIESE MAGANA LLC3$1.34K<0.01%-113F-HRTimeline
SJS Investment Consulting Inc.3$1.34K<0.01%-6713F-HRTimeline
TOBAM3$1K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BOKF, NAin group BOKF, NA2$895<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC2$895<0.01%new13F-HRTimeline
NewSquare Capital LLC2$895<0.01%-813F-HRTimeline
Physician Wealth Advisors, Inc.2$895<0.01%+113F-HRTimeline
Rise Advisors, LLC2$895<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.2$895<0.01%+113F-HRTimeline
Principia Wealth Advisory, LLC2$895<0.01%new13F-HRTimeline
MJT & Associates Financial Advisory Gro…2$895<0.01%013F-HR/ATimeline

Events

  • 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