Broadridge Financial SolutioBR
13F holders, Q3 2024 (September 30)1,014holders +86
125new positions
43sold out
7famous investors
$214.49avg. 13F price*
At the end of Q3 2024, 1,014 institutions reported holding Broadridge Financial Solutio (BR) in their 13F filings, up 86 from Q2 2024. 125 opened new positions and 43 sold out. The largest holders were Vanguard Group Inc. ($3.1B), BlackRock, Inc. ($2.2B) and Morgan Stanley ($1.2B). 7 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Cliff Asness (0.1% of AQR Capital Management'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 125 | $269.3M |
| Exits | 43 | $84.7M |
All 13F filers, Q2 2024 → Q3 2024: 4,826,833 shares bought and 6,635,532 shares sold, net −1,808,699 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,014 holders
| Vanguard Group Inc. | 0.05% | Reduce -0.5% | 14,220,092 | $3.1B |
| BlackRock, Inc. | 0.05% | — | 10,262,316 | $2.2B |
| Morgan Stanley | 0.08% | Reduce -6.4% | 5,349,289 | $1.2B |
| State Street Corp. | 0.05% | Add +1.0% | 5,181,715 | $1.1B |
| Janus Henderson Group PLC | 0.36% | Reduce -1.6% | 3,236,793 | $696.0M |
| Geode Capital Management, LLC | 0.05% | Add +0.5% | 2,999,874 | $643.0M |
| Capital International Investors | 0.11% | Reduce -19.0% | 2,751,609 | $591.3M |
| T. Rowe Price Investment Management, Inc. | 0.35% | Reduce -0.7% | 2,663,099 | $572.6M |
| APG Asset Management N.V. | 3.53% | Reduce -30.8% | 2,762,786 | $532.3M |
| T. Rowe Price Associates Inc. | 0.06% | Reduce -41.0% | 2,373,761 | $510.4M |
| Jensen Investment Management Inc. | 2.95% | Reduce -5.5% | 1,643,215 | $353.3M |
| Barclays PLC | 0.15% | Reduce -3.3% | 1,608,021 | $345.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.37% | Add +2.8% | 1,606,228 | $345.4M |
| Stifel Financial Corp. | 0.36% | Add +0.4% | 1,594,415 | $342.9M |
| Invesco Ltd. | 0.06% | Add +4.4% | 1,405,931 | $302.3M |
| Northern Trust Corp. | 0.05% | Reduce -2.2% | 1,290,460 | $277.5M |
| Wells Fargo & Company | 0.06% | Reduce -2.6% | 1,210,595 | $260.3M |
| Bahl & Gaynor LLC | 1.22% | Reduce -0.8% | 1,100,341 | $236.6M |
| Navera Investment Management Ltd. | 4.12% | Reduce -2.8% | 1,078,269 | $231.8M |
| Macquarie Group Ltd. | 0.23% | Reduce -1.0% | 990,748 | $213.0M |
| Franklin Resources Inc. | 0.06% | Reduce -3.2% | 929,083 | $205.8M |
| Dimensional Fund Advisors LP | 0.05% | Add +0.5% | 945,574 | $203.3M |
| Amundi | 0.07% | Add +87.4% | 903,061 | $195.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.05% | Add +2.4% | 904,919 | $194.6M |
| Bank of New York Mellon Corp | 0.04% | Reduce -3.0% | 876,024 | $188.4M |
| Fayez Sarofim & Co | 0.48% | Reduce -1.0% | 873,567 | $187.8M |
| Legal & General Group Plc | 0.05% | Add +3.4% | 872,997 | $187.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.39% | Add +2.0% | 816,491 | $175.6M |
| Goldman Sachs Group Inc. | 0.03% | Add +0.7% | 699,261 | $150.4M |
| Bank of America Corp. | 0.01% | Add +0.6% | 693,607 | $149.1M |
| Charles Schwab Investment Management Inc. | 0.03% | Reduce -0.2% | 661,413 | $142.2M |
| Confluence Investment Management LLC | 1.85% | Reduce -1.6% | 642,390 | $138.1M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -3.8% | 632,808 | $136.1M |
| Baird Financial Group, Inc. | 0.24% | Reduce -8.3% | 563,551 | $121.2M |
| California Public Employees Retirement System | 0.08% | Reduce -8.1% | 538,608 | $115.8M |
| Aberdeen Group plc | 0.21% | Add +5.5% | 536,083 | $114.5M |
| Nuveen Asset Management, LLC | 0.03% | Reduce -1.5% | 494,646 | $106.5M |
| Parnassus Investments, LLC | 0.22% | Reduce -3.6% | 490,161 | $105.4M |
| Alliancebernstein L.P. | 0.03% | Add +0.3% | 474,173 | $102.0M |
| CIBC Private Wealth Group LLC | 0.17% | Reduce -3.0% | 441,353 | $94.9M |
| Rathbones Group PLC | 0.48% | No change | 439,525 | $94.5M |
| Deutsche Bank AG | 0.04% | Add +28.5% | 431,554 | $92.8M |
| JPMorgan Chase & Co. | 0.01% | Reduce -44.2% | 423,712 | $91.1M |
| Norges Bank | 0.01% | Reduce -5.7% | 421,917 | $90.7M |
| Qube Research & Technologies Ltd | 0.16% | Add +8712.3% | 405,453 | $87.2M |
| Raymond James & Associates | 0.05% | Add +0.2% | 404,832 | $87.1M |
| Boston Financial Mangement LLC | 2.46% | Reduce -2.4% | 383,846 | $82.5M |
| Earnest Partners LLC | 0.36% | Add +5.5% | 382,728 | $82.3M |
| Ensemble Capital Management, LLC | 6.95% | Reduce -14.3% | 380,924 | $81.9M |
| HSBC Holdings PLC | 0.05% | Add +40.1% | 373,155 | $80.1M |
| Swiss National Bank | 0.05% | Add +0.6% | 350,800 | $75.4M |
| UBS Group AG | 0.02% | Add +32.5% | 348,774 | $75.0M |
| Mackenzie Financial Corp. | 0.10% | Reduce -15.7% | 323,358 | $69.5M |
| Fenimore Asset Management Inc | 1.36% | Add +4.6% | 313,193 | $67.3M |
| Ninety One UK Ltd | 0.18% | Reduce -40.9% | 309,889 | $66.6M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.52% | Reduce -1.9% | 269,200 | $58.4M |
| First Trust Advisors LP | 0.06% | Add +12.5% | 271,128 | $58.3M |
| LPL Financial LLC | 0.03% | Add +3.9% | 270,480 | $58.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Add +1.0% | 265,440 | $57.1M |
| King Luther Capital Management Corp. | 0.24% | Reduce -4.1% | 257,859 | $55.4M |
| TD Asset Management Inc | 0.05% | Add +1.1% | 256,428 | $54.4M |
| Millennium Management | 0.05% | Add +83.5% | 252,248 | $54.2M |
| London Co. of Virginia | 0.29% | Add +9.1% | 252,218 | $54.2M |
| Rhumbline Advisers | 0.05% | Reduce -1.5% | 251,009 | $54.0M |
| Schwartz Investment Counsel Inc. | 1.89% | Reduce -26.0% | 247,350 | $53.2M |
| AQR Capital Management | 0.07% | Add +279.8% | 249,569 | $53.2M |
| Royal Bank of Canada | 0.01% | Add +4.1% | 241,284 | $51.9M |
| Renaissance Technologies | 0.08% | New | 240,900 | $51.8M |
| GW&K Investment Management, LLC | 0.42% | Reduce -1.7% | 227,571 | $48.9M |
| Pinebridge Investments, L.P. | 0.34% | Reduce -19.9% | 212,945 | $45.8M |
| Junto Capital Management LP | 1.02% | New | 210,137 | $45.2M |
| B. Metzler seel. Sohn & Co. Holding AG | 0.44% | — | 208,090 | $44.7M |
| B. Metzler seel. Sohn & Co. AG | 0.44% | Add +8.3% | 208,090 | $44.7M |
| Assenagon Asset Management S.A. | 0.09% | Add +3197.8% | 204,366 | $43.9M |
| California State Teachers Retirement System | 0.05% | Add +1.4% | 202,946 | $43.6M |
| BNP Paribas Financial Markets | 0.04% | Add +97.7% | 198,878 | $42.8M |
| Anchor Capital Advisors LLC | 1.11% | Reduce -2.5% | 195,149 | $42.0M |
| Voloridge Investment Management, LLC | 0.13% | Add +395.8% | 169,005 | $36.3M |
| American Century Companies Inc. | 0.02% | Add +591.3% | 167,521 | $36.0M |
| National Pension Service | 0.03% | Reduce -7.5% | 166,799 | $35.9M |
| Copeland Capital Management, LLC | 0.61% | Reduce -15.2% | 163,475 | $35.2M |
| Principal Financial Group Inc. | 0.02% | Add +4.3% | 157,645 | $33.9M |
| Andra AP-fonden | 0.48% | Add +10.1% | 153,100 | $32.9M |
| Ameriprise Financial Inc. | 0.01% | Reduce -12.9% | 149,636 | $32.2M |
| CANADA LIFE ASSURANCE Co | 0.06% | Add +3.3% | 149,194 | $32.1M |
| Benjamin Edwards Inc. | 0.46% | Add +2302.8% | 147,004 | $31.6M |
| Worldquant Millennium Advisors LLC | 0.22% | Add +113.8% | 141,533 | $30.4M |
| Teacher Retirement System of Texas | 0.14% | Add +111.6% | 139,529 | $30.0M |
| Bank of Montreal | 0.01% | Add +25.9% | 139,763 | $29.6M |
| Public Employees Retirement Association of Colorado | 0.11% | No change | 132,596 | $28.5M |
| Dearborn Partners LLC | 1.15% | Reduce -2.7% | 131,497 | $28.3M |
| Storebrand Asset Management As | 0.09% | Reduce -13.9% | 129,511 | $27.8M |
| Voya Investment Management LLC | 0.03% | Add +4.4% | 129,301 | $27.8M |
| Two Sigma Investments, LP | 0.06% | New | 128,559 | $27.6M |
| HighTower Advisors, LLC | 0.04% | Reduce -0.6% | 119,861 | $25.8M |
| Canada Pension Plan Investment Board | 0.02% | Add +7.2% | 118,899 | $25.6M |
| Aviva PLC | 0.07% | Add +2.3% | 116,193 | $25.0M |
| State Board of Administration of Florida Retirement System | 0.05% | Add +0.2% | 114,903 | $24.7M |
| Motley Fool Wealth Management, LLC | 1.24% | Reduce -2.5% | 114,769 | $24.7M |
| Bath Savings Trust Co | 2.44% | Reduce -0.2% | 114,094 | $24.5M |
"% of holder's portfolio" is BR's weight in each manager's 13F, not the share of Broadridge Financial Solutio the manager owns.