Broadridge Financial SolutioBR

13F holders, Q1 2024 (March 31)
938holders
5famous investors
$203.97avg. 13F price*

At the end of Q1 2024, 938 institutions reported holding Broadridge Financial Solutio (BR) in their 13F filings. The largest holders were Vanguard Group Inc. ($2.9B), BlackRock Inc. ($2.0B) and Morgan Stanley ($1.2B). 5 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Broadridge Financial Solutio
Sector
Consumer Discretionary
CUSIP
11133T103
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions82$122.6M
Exits63$625.7M

Ownership 938 holders

Vanguard Group Inc. 0.06% Add +0.3% 13,991,206 $2.9B
BlackRock Inc. 0.05% Reduce -0.3% 9,723,118 $2.0B
Morgan Stanley 0.10% Reduce -2.7% 6,017,077 $1.2B
State Street Corp. 0.04% Add +1.4% 4,883,805 $1.0B
T. Rowe Price Associates Inc. 0.10% Add +0.7% 4,168,197 $853.9M
APG Asset Management N.V. 1.33% Add +3.3% 4,013,158 $761.2M
Janus Henderson Group PLC 0.37% Reduce -1.8% 3,275,391 $671.0M
Capital International Investors 0.13% Add +0.3% 3,061,983 $627.3M
Geode Capital Management, LLC 0.05% Add +9.7% 2,864,585 $585.4M
T. Rowe Price Investment Management, Inc. 0.33% Add +0.0% 2,650,101 $542.9M
Jensen Investment Management Inc. 2.78% Reduce -0.3% 1,776,877 $364.0M
Stifel Financial Corp. 0.37% Add +3.3% 1,582,469 $324.2M
Barclays PLC 0.14% Reduce -3.0% 1,546,220 $316.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.42% Add +3.0% 1,496,678 $306.6M
Northern Trust Corp. 0.05% Add +4.0% 1,290,029 $264.3M
Wells Fargo & Company 0.07% Add +2.6% 1,274,560 $261.1M
Invesco Ltd. 0.05% Add +36.7% 1,197,808 $245.4M
Bahl & Gaynor LLC 1.26% Add +1.9% 1,102,233 $225.8M
Navera Investment Management Ltd. 4.17% Add +1.8% 1,038,563 $212.6M
Macquarie Group Ltd. 0.23% Reduce -1.4% 992,756 $203.4M
Franklin Resources Inc. 0.06% Reduce -0.7% 958,474 $196.4M
Bank of New York Mellon Corp 0.04% Reduce -2.8% 911,234 $186.7M
Dimensional Fund Advisors LP 0.05% Reduce -1.3% 869,107 $178.0M
Fayez Sarofim & Co 0.52% Reduce -0.6% 850,316 $174.2M
Legal & General Group Plc 0.05% Add +3.8% 819,695 $167.9M
Bank of America Corp. 0.02% Add +21.1% 793,625 $162.6M
Kayne Anderson Rudnick Investment Management LLC 0.37% Add +19.3% 772,102 $158.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Add +1.3% 743,027 $152.2M
California Public Employees Retirement System 0.10% Reduce -3.1% 710,211 $145.5M
Confluence Investment Management LLC 1.94% Reduce -6.1% 703,082 $144.0M
JPMorgan Chase & Co. 0.01% Add +82.2% 669,482 $137.2M
Envestnet Asset Management Inc. 0.05% Reduce -0.2% 663,344 $135.9M
Baird Financial Group, Inc. 0.28% Reduce -0.6% 651,856 $133.5M
Charles Schwab Investment Management Inc. 0.03% Add +1.9% 645,983 $132.3M
Goldman Sachs Group Inc. 0.03% Add +36.1% 642,397 $131.6M
Parnassus Investments, LLC 0.24% Reduce -31.8% 542,280 $111.1M
Ninety One UK Ltd 0.31% Reduce -6.5% 540,976 $110.8M
Millennium Management 0.09% Add +8.2% 522,917 $107.1M
Alliancebernstein L.P. 0.03% Reduce -1.6% 472,276 $96.8M
Amundi 0.04% Add +15.7% 499,164 $96.3M
CIBC Private Wealth Group LLC 0.18% Reduce -2.2% 463,200 $94.1M
Norges Bank 0.01% Add +34.0% 440,192 $90.2M
Rathbones Group PLC 0.52% Add +0.1% 439,676 $90.1M
Man Group plc 0.23% Reduce -6.3% 405,104 $83.0M
Raymond James & Associates 0.06% Reduce -0.1% 398,793 $81.7M
Nuveen Asset Management, LLC 0.02% Add +3.1% 398,751 $81.7M
Boston Financial Mangement LLC 2.55% Add +1.5% 391,312 $80.2M
Ensemble Capital Management, LLC 6.62% Add +11.8% 385,216 $78.9M
Mackenzie Financial Corp. 0.11% Add +0.2% 381,768 $78.2M
First Trust Advisors LP 0.08% Reduce -16.2% 375,017 $76.8M
Schwartz Investment Counsel Inc. 2.76% Reduce -1.4% 369,350 $75.7M
Earnest Partners LLC 0.34% Add +25.9% 364,195 $74.6M
Swiss National Bank 0.05% Reduce -4.6% 352,300 $72.2M
Deutsche Bank AG 0.03% Add +3.6% 332,354 $68.1M
Fenimore Asset Management Inc 1.29% Reduce -0.0% 297,975 $61.0M
Robeco Institutional Asset Management B.V. 0.13% Reduce -2.2% 296,967 $60.8M
UBS Group AG 0.02% Add +55.9% 290,584 $59.5M
Sumitomo Mitsui Trust Group, Inc. 0.04% Reduce -1.2% 281,153 $57.6M
King Luther Capital Management Corp. 0.26% Reduce -1.6% 280,339 $57.4M
Qube Research & Technologies Ltd 0.10% New 279,599 $57.3M
HSBC Holdings PLC 0.04% Add +14.2% 265,259 $54.3M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.53% Reduce -3.3% 275,102 $53.4M
LPL Financial LLC 0.03% Add +7.2% 254,836 $52.2M
Rhumbline Advisers 0.05% Add +0.8% 249,280 $51.1M
TD Asset Management Inc 0.05% Add +2.0% 243,015 $49.8M
GW&K Investment Management, LLC 0.43% Reduce -1.3% 236,557 $48.5M
London Co. of Virginia 0.25% Reduce -0.0% 230,865 $47.3M
Anchor Capital Advisors LLC 1.11% Reduce -36.2% 206,291 $42.3M
California State Teachers Retirement System 0.05% Add +1.4% 196,655 $40.3M
Pinebridge Investments, L.P. 0.32% Add +49.2% 195,559 $40.1M
Copeland Capital Management, LLC 0.71% Add +3.6% 191,765 $39.3M
B. Metzler seel. Sohn & Co. AG 0.43% Add +9.9% 188,176 $38.5M
National Pension Service 0.04% Reduce -0.7% 178,835 $36.6M
Credit Suisse AG/ 0.04% Reduce -6.6% 178,590 $36.6M
Premier Fund Managers Ltd 1.37% No change 170,000 $34.7M
Royal Bank of Canada 0.01% Reduce -30.5% 154,240 $31.6M
Ameriprise Financial Inc. 0.01% Reduce -6.0% 147,863 $30.3M
Principal Financial Group Inc. 0.02% Add +1.6% 144,494 $29.6M
Storebrand Asset Management As 0.10% Add +3.0% 137,706 $28.2M
Benjamin F. Edwards & Company, Inc. 0.51% Add +3.5% 137,484 $28.2M
CANADA LIFE ASSURANCE Co 0.06% Add +14.7% 134,426 $27.5M
Andra AP-fonden 0.49% Add +77.8% 134,200 $27.5M
Public Employees Retirement Association of Colorado 0.12% Reduce -0.8% 132,829 $27.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.09% Add +5.8% 123,899 $25.4M
Geneva Capital Management LLC 0.44% Reduce -1.9% 121,198 $24.8M
Citigroup Inc. 0.03% Add +2.9% 118,341 $24.2M
Motley Fool Wealth Management, LLC 1.22% Reduce -2.2% 115,151 $23.6M
Bath Savings Trust Co 2.47% Reduce -0.2% 113,584 $23.3M
HighTower Advisors, LLC 0.04% Add +0.3% 108,717 $22.2M
Canada Pension Plan Investment Board 0.02% Add +97.2% 105,871 $21.7M
Wendell David Associates Inc. 2.19% Add +0.3% 105,599 $21.6M
Bank of Montreal 0.01% Reduce -8.4% 102,683 $20.9M
BNP Paribas Financial Markets 0.03% Add +63.0% 101,862 $20.9M
New York State Teachers Retirement System 0.04% Reduce -5.1% 101,522 $20.8M
Aviva PLC 0.07% Add +150.2% 101,436 $20.8M
Douglas Lane & Associates, LLC 0.29% Reduce -8.8% 99,432 $20.4M
Voya Investment Management LLC 0.02% Add +33.0% 93,809 $19.2M
New York State Common Retirement Fund 0.03% Reduce -25.9% 93,347 $19.1M
Natixis Advisors, LLC 0.04% Add +0.0% 92,960 $19.0M
Nicholas Company, Inc. 0.31% No change 92,885 $19.0M

"% of holder's portfolio" is BR's weight in each manager's 13F, not the share of Broadridge Financial Solutio the manager owns.

Show all 938 holders