Broadridge Financial SolutioBR
13F holders, Q4 2024 (December 31)1,053holders +39
73new positions
77sold out
5famous investors
$226.10avg. 13F price*
At the end of Q4 2024, 1,053 institutions reported holding Broadridge Financial Solutio (BR) in their 13F filings, up 39 from Q3 2024. 73 opened new positions and 77 sold out. The largest holders were Vanguard Group Inc. ($3.2B), BlackRock, Inc. ($2.4B) and State Street Corp. ($1.3B). 5 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Israel Englander (0.1% of Millennium 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $126.5M |
| Exits | 77 | $142.6M |
All 13F filers, Q3 2024 → Q4 2024: 5,757,234 shares bought and 5,458,511 shares sold, net +298,723 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,053 holders
| Vanguard Group Inc. | 0.06% | Add +0.5% | 14,294,766 | $3.2B |
| BlackRock, Inc. | 0.05% | Add +2.6% | 10,532,488 | $2.4B |
| State Street Corp. | 0.05% | Add +6.8% | 5,533,461 | $1.3B |
| Morgan Stanley | 0.08% | Reduce -3.6% | 5,155,298 | $1.2B |
| T. Rowe Price Associates Inc. | 0.09% | Add +50.0% | 3,560,316 | $805.0M |
| Janus Henderson Group PLC | 0.37% | Reduce -1.7% | 3,180,849 | $719.2M |
| Geode Capital Management, LLC | 0.05% | Add +1.2% | 3,037,015 | $685.0M |
| T. Rowe Price Investment Management, Inc. | 0.35% | Reduce -6.3% | 2,495,407 | $564.2M |
| Capital International Investors | 0.08% | Reduce -29.8% | 1,930,412 | $436.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.37% | Add +2.7% | 1,649,761 | $378.2M |
| Barclays PLC | 0.18% | Add +2.5% | 1,648,527 | $372.7M |
| Jensen Investment Management Inc. | 3.32% | Reduce -1.3% | 1,622,179 | $366.8M |
| Stifel Financial Corp. | 0.38% | Add +1.3% | 1,615,131 | $365.2M |
| APG Asset Management N.V. | 1.02% | Reduce -39.5% | 1,671,407 | $364.9M |
| Northern Trust Corp. | 0.05% | Add +24.4% | 1,604,783 | $362.8M |
| Invesco Ltd. | 0.06% | Add +3.9% | 1,461,011 | $330.3M |
| Wells Fargo & Company | 0.07% | Reduce -1.0% | 1,198,106 | $270.9M |
| Bahl & Gaynor LLC | 1.35% | Add +2.7% | 1,129,824 | $255.4M |
| Navera Investment Management Ltd. | 4.33% | Reduce -0.8% | 1,069,196 | $241.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.06% | Add +15.3% | 1,043,126 | $235.8M |
| Dimensional Fund Advisors LP | 0.05% | Add +2.8% | 971,780 | $219.7M |
| Macquarie Group Ltd. | 0.26% | Reduce -3.2% | 958,993 | $215.8M |
| Legal & General Group Plc | 0.06% | Add +8.7% | 949,317 | $214.6M |
| Bank of New York Mellon Corp | 0.04% | Add +2.4% | 896,718 | $202.7M |
| Fayez Sarofim & Co | 0.49% | Add +2.5% | 895,107 | $202.4M |
| Franklin Resources Inc. | 0.06% | Reduce -4.3% | 888,643 | $200.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.45% | Add +6.5% | 869,800 | $196.7M |
| Goldman Sachs Group Inc. | 0.04% | Add +19.9% | 838,727 | $189.6M |
| Amundi | 0.06% | Reduce -19.4% | 728,335 | $167.1M |
| Envestnet Asset Management Inc. | 0.05% | Add +12.9% | 714,545 | $161.6M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +3.5% | 684,789 | $154.8M |
| Confluence Investment Management LLC | 1.98% | Reduce -1.6% | 632,216 | $142.9M |
| Bank of America Corp. | 0.01% | Reduce -14.0% | 596,533 | $134.9M |
| California Public Employees Retirement System | 0.08% | Reduce -1.3% | 531,647 | $120.2M |
| Baird Financial Group, Inc. | 0.23% | Reduce -6.9% | 524,744 | $118.6M |
| Aberdeen Group plc | 0.21% | Reduce -6.2% | 502,904 | $113.4M |
| JPMorgan Chase & Co. | 0.01% | Add +17.5% | 497,751 | $112.5M |
| Alliancebernstein L.P. | 0.04% | Add +0.4% | 476,129 | $107.6M |
| Norges Bank | 0.01% | Add +12.1% | 472,839 | $106.9M |
| Deutsche Bank AG | 0.04% | Add +8.1% | 466,288 | $105.4M |
| Raymond James Financial Inc. | 0.04% | — | 462,055 | $104.5M |
| Parnassus Investments, LLC | 0.23% | Reduce -6.2% | 459,592 | $103.9M |
| CIBC Private Wealth Group LLC | 0.18% | Reduce -1.2% | 436,109 | $100.1M |
| Rathbones Group PLC | 0.48% | Reduce -0.0% | 439,492 | $99.4M |
| Corient Private Wealth LP | 0.16% | Add +882.9% | 437,171 | $99.2M |
| UBS Group AG | 0.02% | Add +19.3% | 415,980 | $94.0M |
| Nuveen Asset Management, LLC | 0.02% | Reduce -21.5% | 388,189 | $87.8M |
| Boston Financial Mangement LLC | 2.65% | Add +1.0% | 387,849 | $87.7M |
| Millennium Management | 0.08% | Add +52.1% | 383,762 | $86.8M |
| Earnest Partners LLC | 0.38% | Reduce -2.4% | 373,688 | $84.5M |
| HSBC Holdings PLC | 0.05% | Reduce -10.5% | 334,079 | $75.5M |
| Royal Bank of Canada | 0.02% | Add +38.3% | 333,649 | $75.4M |
| Swiss National Bank | 0.05% | Reduce -5.9% | 330,100 | $74.6M |
| Fenimore Asset Management Inc | 1.49% | Reduce -0.1% | 312,872 | $70.7M |
| AQR Capital Management | 0.09% | Add +17.6% | 293,443 | $66.3M |
| Ninety One UK Ltd | 0.17% | Reduce -7.3% | 287,199 | $64.9M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.55% | Reduce -0.8% | 267,070 | $64.0M |
| LPL Financial LLC | 0.03% | Add +3.4% | 279,536 | $63.2M |
| Qube Research & Technologies Ltd | 0.10% | Reduce -34.1% | 267,033 | $60.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Reduce -1.2% | 262,159 | $59.3M |
| King Luther Capital Management Corp. | 0.25% | Reduce -0.7% | 255,989 | $57.9M |
| American Century Companies Inc. | 0.03% | Add +51.0% | 252,984 | $57.2M |
| London Co. of Virginia | 0.31% | Reduce -1.1% | 249,392 | $56.4M |
| Schwartz Investment Counsel Inc. | 2.02% | No change | 247,350 | $55.9M |
| BNP Paribas Financial Markets | 0.04% | Add +23.6% | 245,884 | $55.6M |
| TD Asset Management Inc | 0.05% | Reduce -4.3% | 245,367 | $55.5M |
| Rhumbline Advisers | 0.05% | Reduce -2.5% | 244,795 | $55.3M |
| First Trust Advisors LP | 0.05% | Reduce -11.2% | 240,682 | $54.4M |
| Balyasny Asset Management L.P. | 0.13% | Add +6362.5% | 233,685 | $52.8M |
| Mackenzie Financial Corp. | 0.07% | Reduce -30.1% | 225,962 | $51.1M |
| GW&K Investment Management, LLC | 0.43% | Reduce -2.3% | 222,366 | $50.3M |
| Teacher Retirement System of Texas | 0.17% | Add +48.4% | 207,029 | $46.8M |
| B. Metzler seel. Sohn & Co. AG | 0.47% | Reduce -3.6% | 200,501 | $45.3M |
| Anchor Capital Advisors LLC | 1.21% | Reduce -3.7% | 187,994 | $42.5M |
| California State Teachers Retirement System | 0.05% | Reduce -10.8% | 180,918 | $40.9M |
| Junto Capital Management LP | 0.74% | Reduce -21.8% | 164,344 | $37.2M |
| Copeland Capital Management, LLC | 0.68% | Reduce -1.7% | 160,671 | $36.3M |
| Principal Financial Group Inc. | 0.02% | Add +0.0% | 157,673 | $35.6M |
| National Pension Service | 0.03% | Reduce -5.8% | 157,214 | $35.5M |
| Focus Partners Wealth | 0.09% | Add +113.4% | 156,803 | $35.5M |
| Citadel Advisors | 0.03% | Add +200.7% | 156,155 | $35.3M |
| CANADA LIFE ASSURANCE Co | 0.06% | Add +3.5% | 154,416 | $34.9M |
| Ameriprise Financial Inc. | 0.01% | Add +2.1% | 152,813 | $34.6M |
| Bank of Montreal | 0.02% | Add +8.1% | 151,145 | $34.2M |
| Benjamin Edwards Inc. | 0.48% | Add +1.7% | 149,536 | $33.8M |
| Worldquant Millennium Advisors LLC | 0.21% | Add +0.2% | 141,846 | $32.1M |
| Zacks Investment Management | 0.28% | New | 133,805 | $30.3M |
| Public Employees Retirement Association of Colorado | 0.12% | Reduce -0.3% | 132,140 | $29.9M |
| Dearborn Partners LLC | 1.23% | Reduce -1.6% | 129,385 | $29.3M |
| Canada Pension Plan Investment Board | 0.03% | Add +3.5% | 123,001 | $27.8M |
| Pinebridge Investments, L.P. | 0.21% | Reduce -42.3% | 122,911 | $27.8M |
| HighTower Advisors, LLC | 0.04% | Add +1.6% | 121,742 | $27.5M |
| Aviva PLC | 0.07% | Reduce -1.8% | 114,095 | $25.8M |
| Bath Savings Trust Co | 2.62% | Reduce -0.0% | 114,082 | $25.8M |
| Natixis Advisors, LLC | 0.05% | Add +6.0% | 113,044 | $25.6M |
| State Board of Administration of Florida Retirement System | 0.05% | Reduce -2.1% | 112,510 | $25.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.05% | — | 111,607 | $25.2M |
| Motley Fool Wealth Management, LLC | 1.28% | Reduce -4.5% | 109,640 | $24.8M |
| Voya Investment Management LLC | 0.03% | Reduce -17.4% | 106,782 | $24.1M |
| Wendell David Associates Inc. | 2.35% | Reduce -1.1% | 104,992 | $23.7M |
"% of holder's portfolio" is BR's weight in each manager's 13F, not the share of Broadridge Financial Solutio the manager owns.