FactSet Research Systems Inc.
MX ˙ BMV ˙ US3030751057
SecurityMX:FDS / FactSet Research Systems Inc.
InstitutionKingsview Wealth Management, LLC
Latest Disclosed Ownership30,190 shares
Latest Disclosed Value $ 6,551,009
Kingsview Wealth Management, LLC reports 8.73% increase in ownership of FDS / FactSet Research Systems Inc.

On May 12, 2026 - Kingsview Wealth Management, LLC filed a 13F-HR form disclosing ownership of 30,190 shares of FactSet Research Systems Inc. (MX:FDS) valued at $6,551,009 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 27,765 shares of FactSet Research Systems Inc.. This represents a change in shares of 8.73% 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.

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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 30,190 2,425 8.73 6,551 -18.69 0.0735
2026-02-09 2025-12-31 13F FACTSET RESH SYS COM 303075105 27,765 25,593 1,178.31 8,057 1,195.34 0.1161
2025-11-12 2025-09-30 13F FACTSET RESH SYS COM 303075105 2,172 -487 -18.32 622 -47.69 0.0095
2025-08-08 2025-06-30 13F FACTSET RESH SYS COM 303075105 2,659 -46 -1.70 1,189 -3.25 0.0201
2025-05-02 2025-03-31 13F FACTSET RESH SYS COM 303075105 2,705 -27 -0.99 1,230 -6.33 0.0232
2025-01-28 2024-12-31 13F FACTSET RESH SYS COM 303075105 2,732 -66 -2.36 1,312 2.02 0.0256
2024-11-12 2024-09-30 13F FACTSET RESH SYS COM 303075105 2,798 -173 -5.82 1,287 6.11 0.0271
2024-08-14 2024-06-30 13F FACTSET RESH SYS COM 303075105 2,971 -1,162 -28.12 1,213 -35.43 0.0287
2024-05-09 2024-03-31 13F FACTSET RESH SYS COM 303075105 4,133 -10 -0.24 1,878 -5.01 0.0471
2024-02-08 2023-12-31 13F FACTSET RESH SYS COM 303075105 4,143 -93 -2.20 1,976 6.70 0.0590
2023-11-07 2023-09-30 13F FACTSET RESH SYS COM 303075105 4,236 -145 -3.31 1,852 5.53 0.0666
2023-08-10 2023-06-30 13F FACTSET RESH SYS COM 303075105 4,381 -435 -9.03 1,755 -12.21 0.0688
2023-05-15 2023-03-31 13F FACTSET RESH SYS COM 303075105 4,816 -946 -16.42 1,999 -13.50 0.0839
2023-02-13 2022-12-31 13F FACTSET RESH SYS COM 303075105 5,762 -170 -2.87 2,312 -2.61 0.1004
2022-11-15 2022-09-30 13F FACTSET RESH SYS COM 303075105 5,932 202 3.53 2,373 7.67 0.1126
2022-08-16 2022-06-30 13F FACTSET RESH SYS COM 303075105 5,730 4,566 392.27 2,204 336.44 0.1054
2024-02-08 2022-03-31 13F FACTSET RESH SYS COM 303075105 1,164 -138 -10.60 505 -20.22 0.0222
2022-02-17 2021-12-31 13F FACTSET RESH SYS COM 303075105 1,302 377 40.76 633 73.42 0.0263
2021-12-03 2021-09-30 13F FACTSET RESH SYS COM 303075105 925 62 7.18 365 25.86 0.0173
2021-08-17 2021-06-30 13F FACTSET RESH SYS COM 303075105 863 76 9.66 290 16.47 0.0143
2021-05-24 2021-03-31 13F FACTSET RESH SYS COM 303075105 787 145 22.59 249 16.90 0.0141
2021-02-16 2020-12-31 13F FACTSET RESH SYS COM 303075105 642 -652 -50.39 213 -50.81 0.0154
2020-11-19 2020-09-30 13F FACTSET RESH SYS COM 303075105 1,294 -163 -11.19 433 -9.60 0.0388
2020-08-14 2020-06-30 13F FACTSET RESH SYS COM 303075105 1,457 665 83.96 479 132.52 0.0479
2020-05-11 2020-03-31 13F FACTSET RESH SYS COM 303075105 792 792 206 0.0278
2020-01-29 2018-09-30 13F FACTSET RESH SYS COM 303075105 0 -1,316 -100.00 0 -100.00
2020-01-29 2018-06-30 13F FACTSET RESH SYS COM 303075105 1,316 0 0.00 261 -0.38 0.0623
2020-01-29 2018-03-31 13F FACTSET RESH SYS COM 303075105 1,316 1,316 262 0.0651
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.