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
FIRST UNITED BANK & TRUST50$10.8K<0.01%013F-HRTimeline
Korea Investment CORP50$10.8K<0.01%013F-HRTimeline
True Wealth Design, LLC48$10.4K<0.01%-35013F-HRTimeline
Bare Financial Services, Inc47$10.2K<0.01%+4213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management46$9.98K<0.01%+813F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC46$9.98K<0.01%+4313F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp44$9.55K<0.01%-1213F-HRTimelineGroup
Activest Wealth Management43$9.33K<0.01%+313F-HRTimeline
Western Pacific Wealth Management, LP42$9.11K0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…40$8.68K<0.01%-5,03913F-HRTimeline
OAKWORTH CAPITAL, INC.40$8.68K<0.01%013F-HRTimeline
Crews Bank & Trust35$7.59K<0.01%013F-HRTimeline
LRI Investments, LLC34$7.44K<0.01%+2313F-HRTimeline
Altshuler Shaham Ltd33$7.16K<0.01%+1213F-HRTimeline
McIlrath & Eck, LLC33$7.16K<0.01%013F-HRTimeline
Lodestone Wealth Management LLC33$7.16K<0.01%013F-HR/ATimeline
2UniFi Bank33$7.16K<0.01%-2413F-HRTimeline
Smartleaf Asset Management LLC35$7.16K<0.01%-1313F-HRTimeline
Dogwood Wealth Management LLC32$6.94K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC31$6.73K<0.01%new13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD29$6.29K<0.01%013F-HRTimeline
Guinness Atkinson Asset Management Inc29$6.29K<0.01%013F-HRTimeline
Piscataqua Savings Bank29$6.29K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.28$6.08K<0.01%-2113F-HRTimelineGroup
S&T Bank/PA27$5.86K<0.01%013F-HRTimeline
Clean Yield Group27$5.86K<0.01%-15013F-HRTimeline
TD Capital Management LLC25$5.42K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC24$5.32K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC23$4.99K<0.01%-3713F-HRTimelineGroup
GROUP ONE TRADING LLC22$4.77K<0.01%-14413F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.21$4.56K<0.01%new13F-HRTimelineGroup
Ankerstar Wealth, LLC21$4.56K<0.01%013F-HRTimeline
Avalon Trust Co20$4.34K<0.01%new13F-HRTimeline
Private Wealth Asset Management, LLC20$4.34K<0.01%-4313F-HRTimeline
Sachetta, LLC20$4.34K<0.01%+413F-HRTimeline
Napier Financial, LLC20$4.34K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.18$3.94K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.18$3.91K<0.01%013F-HRTimeline
Align Financial, LLC18$3.91K<0.01%-5,20513F-HRTimeline
Gunpowder Capital Management, LLC dba O…18$3.91K<0.01%-213F-HRTimeline
Sound Income Strategies, LLC16$3.69K<0.01%013F-HRTimeline
Anchor Investment Management, LLC15$3.25K<0.01%013F-HRTimeline
SHP Wealth Management15$3.25K<0.01%+513F-HRTimeline
JPL Wealth Management, LLC15$3.25K<0.01%new13F-HR/ATimeline
TD PRIVATE CLIENT WEALTH LLC14$3.04K<0.01%-15313F-HRTimeline
Keating Financial Advisory Services, In…14$3.04K<0.01%-113F-HRTimeline
First PREMIER Bank15$3K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV13$2.82K<0.01%-113F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA13$2.82K<0.01%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/13$2.82K<0.01%013F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC13$2.82K<0.01%new13F-HRTimeline
Innovative Asset Advisors Group, LLC13$2.82K<0.01%13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.12$2.6K<0.01%-3413F-HRTimelineGroup
J.Safra Asset Management Corp12$2.6K<0.01%+113F-HRTimeline
Wealth Preservation Advisors, LLC12$2.6K<0.01%new13F-HRTimeline
Winch Advisory Services, LLC10$2.26K<0.01%013F-HRTimeline
COUNTRY TRUST BANK10$2.17K<0.01%013F-HRTimeline
City State Bank10$2.17K<0.01%-113F-HRTimeline
Aventura Private Wealth, LLC10$2.17K<0.01%new13F-HRTimeline
Avion Wealth12$2K<0.01%-1013F-HRTimeline
Golden State Wealth Management, LLC9$1.97K<0.01%013F-HRTimeline
Plato Investment Management Ltd9$1.95K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC8$1.74K<0.01%-813F-HRTimeline
Park Place Capital Corp8$1.74K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC8$1.74K<0.01%013F-HRTimeline
Millstone Evans Group, LLC8$1.74K<0.01%013F-HRTimeline
Virginia Estate & Retirement Planning A…8$1.74K<0.01%13F-HRTimeline
NFSG Corp7$1.56K<0.01%013F-HRTimeline
High Note Wealth, LLC7$1.52K<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.7$1.52K<0.01%new13F-HRTimeline
Root Financial Partners, LLC7$1.52K<0.01%-1013F-HRTimeline
Clayton Financial Group LLC7$1.52K<0.01%+413F-HRTimeline
Kilter Group LLC7$1.52K<0.01%-113F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC6$1.32K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.6$1.3K<0.01%new13F-HRTimeline
SUMMIT SECURITIES GROUP LLC6$1.3K<0.01%-5013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC6$1.3K<0.01%013F-HRTimeline
Monetary Solutions, Ltd6$1.3K<0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC5$1.08K<0.01%new13F-HRTimeline
Asset Dedication, LLC5$1.08K<0.01%-1913F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC5$1.08K<0.01%013F-HRTimeline
Triumph Capital Management5$1.08K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.5$1.08K<0.01%-3113F-HRTimeline
Bell Investment Advisors, Inc5$1.08K<0.01%+213F-HRTimeline
Hughes Financial Services, LLC5$1.08K<0.01%-113F-HRTimeline
JFS WEALTH ADVISORS, LLC4$868<0.01%-17913F-HRTimeline
Quaker Wealth Management, LLC4$868<0.01%+313F-HRTimeline
Fortitude Family Office, LLC4$868<0.01%new13F-HRTimeline
Aspect Partners, LLC4$868<0.01%-613F-HRTimeline
Tidemark, LLC4$868<0.01%new13F-HRTimeline
American Capital Advisory, LLC4$868<0.01%new13F-HRTimeline
Granite FO LLC4$868<0.01%013F-HR/ATimeline
Cornerstone Planning Group LLC4$663<0.01%-1713F-HRTimeline
FINANCIAL CONSULATE, INC3$651<0.01%-613F-HRTimeline
NVWM, LLC3$651<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC3$651<0.01%+113F-HRTimeline
Signature Equity Partners, LLC2$435<0.01%-1313F-HRTimeline
TFC Financial Management, Inc.2$434<0.01%new13F-HRTimeline
Investors Portfolio Services LLC2$399<0.01%013F-HRTimeline
Dunhill Financial, LLC1$227<0.01%-113F-HRTimeline
Ares Financial Consulting, LLC1$225<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1$224<0.01%-1613F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1$217<0.01%new13F-HR/ATimeline
WestEnd Advisors, LLC1$217<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.1$217<0.01%013F-HRTimeline
CURIO WEALTH, LLC1$217<0.01%new13F-HRTimeline
Whipplewood Advisors, LLC1$217<0.01%new13F-HRTimeline
MidFirst Bank1$217<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC1$216<0.01%new13F-HRTimeline
Global Wealth Strategies & Associates0$20<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Y.D. More Investments Ltdin group Y.D. More Investments Ltd24$16-313F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.

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