Broadridge Financial SolutioBR
13F holders, Q2 2024 (June 30)928holders −10
65new positions
76sold out
5famous investors
$196.62avg. 13F price*
At the end of Q2 2024, 928 institutions reported holding Broadridge Financial Solutio (BR) in their 13F filings, down 10 from Q1 2024. 65 opened new positions and 76 sold out. The largest holders were Vanguard Group Inc. ($2.8B), BlackRock Inc. ($2.0B) and Morgan Stanley ($1.1B). 5 famous investors held it, including Israel Englander (0.0% 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $55.7M |
| Exits | 76 | $67.8M |
All 13F filers, Q1 2024 → Q2 2024: 4,234,481 shares bought and 3,461,890 shares sold, net +772,591 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 928 holders
| Vanguard Group Inc. | 0.05% | Add +2.1% | 14,285,086 | $2.8B |
| BlackRock Inc. | 0.05% | Add +4.2% | 10,126,533 | $2.0B |
| Morgan Stanley | 0.09% | Reduce -5.0% | 5,716,474 | $1.1B |
| State Street Corp. | 0.04% | Add +5.0% | 5,130,276 | $1.0B |
| T. Rowe Price Associates Inc. | 0.09% | Reduce -3.5% | 4,022,793 | $792.5M |
| APG Asset Management N.V. | 1.31% | Reduce -0.5% | 3,992,945 | $733.9M |
| Capital International Investors | 0.14% | Add +10.9% | 3,396,110 | $669.3M |
| Janus Henderson Group PLC | 0.35% | Add +0.4% | 3,288,196 | $647.8M |
| Geode Capital Management, LLC | 0.05% | Add +4.2% | 2,984,666 | $586.5M |
| T. Rowe Price Investment Management, Inc. | 0.33% | Add +1.2% | 2,681,656 | $528.3M |
| Jensen Investment Management Inc. | 2.80% | Reduce -2.2% | 1,738,280 | $342.4M |
| Barclays PLC | 0.15% | Add +7.5% | 1,662,053 | $327.4M |
| Stifel Financial Corp. | 0.35% | Add +0.4% | 1,588,602 | $313.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.38% | Add +4.4% | 1,562,565 | $307.8M |
| Invesco Ltd. | 0.06% | Add +12.4% | 1,346,767 | $265.3M |
| Northern Trust Corp. | 0.04% | Add +2.3% | 1,319,362 | $259.9M |
| Wells Fargo & Company | 0.06% | Reduce -2.4% | 1,243,431 | $245.0M |
| Navera Investment Management Ltd. | 4.10% | Add +6.8% | 1,108,722 | $218.5M |
| Bahl & Gaynor LLC | 1.22% | Add +0.6% | 1,108,867 | $218.4M |
| Macquarie Group Ltd. | 0.23% | Add +0.8% | 1,000,731 | $197.1M |
| Franklin Resources Inc. | 0.06% | Add +0.1% | 959,469 | $189.0M |
| Dimensional Fund Advisors LP | 0.05% | Add +8.3% | 941,125 | $185.4M |
| Bank of New York Mellon Corp | 0.03% | Reduce -0.9% | 902,824 | $177.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.05% | Add +19.0% | 884,144 | $174.2M |
| Fayez Sarofim & Co | 0.47% | Add +3.8% | 882,378 | $173.8M |
| Legal & General Group Plc | 0.05% | Add +3.0% | 844,594 | $166.4M |
| Kayne Anderson Rudnick Investment Management LLC | 0.39% | Add +3.7% | 800,716 | $157.7M |
| JPMorgan Chase & Co. | 0.01% | Add +13.4% | 759,382 | $149.6M |
| Goldman Sachs Group Inc. | 0.03% | Add +8.1% | 694,139 | $136.7M |
| Bank of America Corp. | 0.01% | Reduce -13.2% | 689,298 | $135.8M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +2.6% | 662,622 | $130.5M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -0.9% | 657,562 | $129.5M |
| Confluence Investment Management LLC | 1.86% | Reduce -7.1% | 653,033 | $128.6M |
| Baird Financial Group, Inc. | 0.25% | Reduce -5.7% | 614,871 | $121.1M |
| California Public Employees Retirement System | 0.08% | Reduce -17.5% | 586,227 | $115.5M |
| Ninety One UK Ltd | 0.29% | Reduce -3.1% | 524,260 | $103.3M |
| Parnassus Investments, LLC | 0.22% | Reduce -6.3% | 508,367 | $100.1M |
| Aberdeen Group plc | 0.19% | Add +450.6% | 508,214 | $100.1M |
| Nuveen Asset Management, LLC | 0.03% | Add +25.9% | 501,993 | $99.0M |
| Amundi | 0.04% | Reduce -3.5% | 481,945 | $96.1M |
| Alliancebernstein L.P. | 0.03% | Add +0.1% | 472,618 | $93.1M |
| CIBC Private Wealth Group LLC | 0.17% | Reduce -1.8% | 455,081 | $91.8M |
| Norges Bank | 0.01% | Add +1.6% | 447,228 | $88.1M |
| Ensemble Capital Management, LLC | 6.82% | Add +15.4% | 444,744 | $87.6M |
| Rathbones Group PLC | 0.47% | Reduce -0.0% | 439,525 | $86.6M |
| Raymond James & Associates | 0.05% | Add +1.3% | 404,049 | $79.6M |
| Boston Financial Mangement LLC | 2.47% | Add +0.5% | 393,249 | $77.5M |
| Mackenzie Financial Corp. | 0.11% | Add +0.5% | 383,765 | $75.6M |
| Earnest Partners LLC | 0.33% | Reduce -0.4% | 362,779 | $71.5M |
| Swiss National Bank | 0.05% | Reduce -1.0% | 348,700 | $68.7M |
| Deutsche Bank AG | 0.03% | Add +1.1% | 335,857 | $66.2M |
| Schwartz Investment Counsel Inc. | 2.44% | Reduce -9.5% | 334,350 | $65.9M |
| Fenimore Asset Management Inc | 1.29% | Add +0.5% | 299,355 | $59.0M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.53% | Reduce -0.3% | 274,298 | $57.5M |
| King Luther Capital Management Corp. | 0.24% | Reduce -4.1% | 268,915 | $53.0M |
| HSBC Holdings PLC | 0.03% | Add +0.4% | 266,272 | $52.5M |
| Pinebridge Investments, L.P. | 0.42% | Add +35.9% | 265,738 | $52.4M |
| UBS Group AG | 0.02% | Reduce -9.4% | 263,293 | $51.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Reduce -6.5% | 262,725 | $51.8M |
| LPL Financial LLC | 0.03% | Add +2.1% | 260,264 | $51.3M |
| Rhumbline Advisers | 0.05% | Add +2.2% | 254,781 | $50.2M |
| TD Asset Management Inc | 0.05% | Add +4.4% | 253,731 | $50.0M |
| First Trust Advisors LP | 0.05% | Reduce -35.8% | 240,916 | $47.5M |
| Royal Bank of Canada | 0.01% | Add +50.3% | 231,773 | $45.7M |
| GW&K Investment Management, LLC | 0.42% | Reduce -2.2% | 231,402 | $45.6M |
| London Co. of Virginia | 0.26% | Add +0.1% | 231,222 | $45.6M |
| Premier Fund Managers Ltd | 1.60% | Add +17.6% | 200,000 | $39.8M |
| Anchor Capital Advisors LLC | 1.11% | Reduce -3.0% | 200,081 | $39.4M |
| California State Teachers Retirement System | 0.05% | Add +1.7% | 200,064 | $39.4M |
| Copeland Capital Management, LLC | 0.71% | Add +0.5% | 192,702 | $38.0M |
| B. Metzler seel. Sohn & Co. AG | 0.37% | Add +2.1% | 192,173 | $37.9M |
| National Pension Service | 0.04% | Add +0.8% | 180,339 | $35.5M |
| Ameriprise Financial Inc. | 0.01% | Add +16.2% | 171,760 | $33.8M |
| Focus Partners Wealth | 0.11% | Add +153.1% | 160,860 | $31.7M |
| Principal Financial Group Inc. | 0.02% | Add +4.6% | 151,093 | $29.8M |
| Storebrand Asset Management As | 0.10% | Add +9.3% | 150,497 | $29.6M |
| CANADA LIFE ASSURANCE Co | 0.05% | Add +7.5% | 144,436 | $28.5M |
| Andra AP-fonden | 0.46% | Add +3.6% | 139,100 | $27.4M |
| Benjamin F. Edwards & Company, Inc. | 0.48% | Add +1.0% | 138,806 | $27.3M |
| Man Group plc | 0.07% | Reduce -65.9% | 138,006 | $27.2M |
| Millennium Management | 0.02% | Reduce -73.7% | 137,489 | $27.1M |
| Dearborn Partners LLC | 1.15% | Add +53.5% | 135,095 | $26.6M |
| Public Employees Retirement Association of Colorado | 0.11% | Reduce -0.2% | 132,596 | $26.1M |
| Voya Investment Management LLC | 0.03% | Add +32.0% | 123,825 | $24.4M |
| HighTower Advisors, LLC | 0.04% | Add +10.9% | 120,584 | $23.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.08% | Reduce -2.8% | 120,396 | $23.7M |
| Motley Fool Wealth Management, LLC | 1.18% | Add +2.2% | 117,710 | $23.2M |
| State Board of Administration of Florida Retirement System | 0.04% | Reduce -6.8% | 114,678 | $22.6M |
| Bath Savings Trust Co | 2.39% | Add +0.6% | 114,277 | $22.5M |
| Bank of Montreal | 0.01% | Add +8.1% | 111,043 | $22.4M |
| Aviva PLC | 0.06% | Add +12.0% | 113,583 | $22.4M |
| Geneva Capital Management LLC | 0.40% | Reduce -7.8% | 111,784 | $22.0M |
| Canada Pension Plan Investment Board | 0.02% | Add +4.8% | 110,916 | $21.9M |
| Wendell David Associates Inc. | 2.13% | Add +0.5% | 106,098 | $20.9M |
| Citigroup Inc. | 0.02% | Reduce -11.2% | 105,131 | $20.7M |
| BNP Paribas Financial Markets | 0.02% | Reduce -1.2% | 100,603 | $19.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.05% | Add +18.8% | 99,679 | $19.6M |
| New York State Teachers Retirement System | 0.04% | Reduce -2.2% | 99,322 | $19.6M |
| Natixis Advisors, LLC | 0.04% | Add +6.3% | 98,817 | $19.5M |
| New York State Common Retirement Fund | 0.02% | Add +0.6% | 93,929 | $18.5M |
"% of holder's portfolio" is BR's weight in each manager's 13F, not the share of Broadridge Financial Solutio the manager owns.