FactSet Research Systems Inc.
MX ˙ BMV ˙ US3030751057
SecurityMX:FDS / FactSet Research Systems Inc.
InstitutionAnchor Capital Advisors Llc
Latest Disclosed Ownership1,500 shares
Latest Disclosed Value $ 325,485
Anchor Capital Advisors Llc ownership in FDS / FactSet Research Systems Inc.

On May 12, 2026 - Anchor Capital Advisors Llc filed a 13F-HR form disclosing ownership of 1,500 shares of FactSet Research Systems Inc. (MX:FDS) valued at $325,485 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 1,500 shares of FactSet Research Systems Inc.. This represents a change in shares of 0.00% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F FACTSET RESH SYS COM 303075105 1,500 0 0.00 325 -25.29 0.0093
2026-02-10 2025-12-31 13F FACTSET RESH SYS COM 303075105 1,500 0 0.00 435 1.40 0.0126
2025-10-30 2025-09-30 13F FACTSET RESH SYS COM 303075105 1,500 0 0.00 430 -35.97 0.0124
2025-08-06 2025-06-30 13F FACTSET RESH SYS COM 303075105 1,500 0 0.00 671 -1.62 0.0197
2025-05-13 2025-03-31 13F FACTSET RESH SYS COM 303075105 1,500 0 0.00 682 -5.42 0.0204
2025-02-05 2024-12-31 13F FACTSET RESH SYS COM 303075105 1,500 0 0.00 720 4.50 0.0205
2024-10-31 2024-09-30 13F FACTSET RESH SYS COM 303075105 1,500 0 0.00 690 12.58 0.0183
2024-08-06 2024-06-30 13F FACTSET RESH SYS COM 303075105 1,500 0 0.00 612 -10.13 0.0172
2024-05-07 2024-03-31 13F FACTSET RESH SYS COM 303075105 1,500 0 0.00 682 -4.76 0.0179
2024-02-05 2023-12-31 13F FACTSET RESH SYS COM 303075105 1,500 0 0.00 716 9.16 0.0189
2023-11-09 2023-09-30 13F FACTSET RESH SYS COM 303075105 1,500 0 0.00 656 9.17 0.0183
2023-08-04 2023-06-30 13F FACTSET RESH SYS COM 303075105 1,500 0 0.00 601 -3.54 0.0156
2023-05-03 2023-03-31 13F FACTSET RESH SYS COM 303075105 1,500 0 0.00 623 3.49 0.0165
2023-02-10 2022-12-31 13F FACTSET RESH SYS COM 303075105 1,500 0 0.00 602 0.17 0.0154
2022-11-09 2022-09-30 13F FACTSET RESH SYS COM 303075105 1,500 0 0.00 600 3.99 0.0165
2022-08-04 2022-06-30 13F FACTSET RESH SYS COM 303075105 1,500 0 0.00 577 -11.37 0.0146
2022-05-06 2022-03-31 13F FACTSET RESH SYS COM 303075105 1,500 0 0.00 651 -10.70 0.0138
2022-02-10 2021-12-31 13F FACTSET RESH SYS COM 303075105 1,500 0 0.00 729 23.14 0.0144
2021-11-02 2021-09-30 13F FACTSET RESH SYS COM 303075105 1,500 0 0.00 592 17.69 0.0123
2021-08-16 2021-06-30 13F FACTSET RESH SYS COM 303075105 1,500 0 0.00 503 8.64 0.0101
2021-05-14 2021-03-31 13F FACTSET RESH SYS COM 303075105 1,500 0 0.00 463 -7.21 0.0098
2021-02-08 2020-12-31 13F FACTSET RESH SYS COM 303075105 1,500 0 0.00 499 -0.60 0.0114
2020-11-13 2020-09-30 13F FACTSET RESH SYS COM 303075105 1,500 0 0.00 502 1.83 0.0127
2020-08-10 2020-06-30 13F FACTSET RESH SYS COM 303075105 1,500 0 0.00 493 26.09 0.0127
2020-05-07 2020-03-31 13F FACTSET RESH SYS COM 303075105 1,500 0 0.00 391 -2.74 0.0116
2020-01-27 2019-12-31 13F FACTSET RESH SYS COM 303075105 1,500 0 0.00 402 10.44 0.0087
2019-10-25 2019-09-30 13F FACTSET RESH SYS COM 303075105 1,500 0 0.00 364 -15.35 0.0131
2019-08-01 2019-06-30 13F FACTSET RESH SYS COM 303075105 1,500 0 0.00 430 15.59 0.0156
2019-05-09 2019-03-31 13F FACTSET RESH SYS COM 303075105 1,500 0 0.00 372 24.00 0.0078
2019-02-04 2018-12-31 13F FACTSET RESH SYS COM 303075105 1,500 0 0.00 300 -10.71 0.0122
2018-10-31 2018-09-30 13F FACTSET RESH SYS COM 303075105 1,500 0 0.00 336 13.13 0.0122
2018-08-07 2018-06-30 13F FACTSET RESH SYS COM 303075105 1,500 0 0.00 297 -0.67 0.0109
2018-05-09 2018-03-31 13F FACTSET RESH SYS COM 303075105 1,500 0 0.00 299 3.46 0.0104
2018-02-06 2017-12-31 13F FACTSET RESH SYS COM 303075105 1,500 0 0.00 289 7.04 0.0102
2017-11-06 2017-09-30 13F FACTSET RESH SYS COM 303075105 1,500 0 0.00 270 8.43 0.0097
2017-07-31 2017-06-30 13F FACTSET RESH SYS COM 303075105 1,500 0 0.00 249 0.81 0.0091
2017-05-11 2017-03-31 13F FACTSET RESH SYS COM 303075105 1,500 0 0.00 247 0.82 0.0086
2017-02-08 2016-12-31 13F FACTSET RESH SYS COM 303075105 1,500 0 0.00 245 0.82 0.0093
2016-11-14 2016-09-30 13F FACTSET RESH SYS COM 303075105 1,500 0 0.00 243 0.41 0.0082
2016-08-01 2016-06-30 13F FACTSET RESH SYS COM 303075105 1,500 0 0.00 242 6.61 0.0061
2016-05-09 2016-03-31 13F FACTSET RESH SYS COM 303075105 1,500 0 0.00 227 -6.97 0.0054
2016-02-04 2015-12-31 13F FACTSET RESH SYS COM 303075105 1,500 0 0.00 244 1.67 0.0062
2015-11-03 2015-09-30 13F FACTSET RESH SYS COM 303075105 1,500 0 0.00 240 -1.64 0.0061
2015-08-06 2015-06-30 13F FACTSET RESH SYS COM 303075105 1,500 0 0.00 244 2.09 0.0055
2015-05-06 2015-03-31 13F FACTSET RESH SYS COM 303075105 1,500 0 0.00 239 13.27 0.0052
2015-02-12 2014-12-31 13F FACTSET RESH SYS COM 303075105 1,500 1,500 211 0.0043
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.