Broadridge Financial SolutioBR
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 1,109 institutions reported holding Broadridge Financial Solutio (BR) in their 13F filings, up 56 from Q4 2024. 111 opened new positions and 54 sold out. The largest holders were Vanguard Group Inc. ($3.6B), BlackRock, Inc. ($2.6B) and State Street Corp. ($1.4B). 7 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 111 | $68.8M |
| Exits | 54 | $63.1M |
All 13F filers, Q4 2024 → Q1 2025: 5,542,669 shares bought and 4,390,554 shares sold, net +1,152,115 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,109 holders
| Vanguard Group Inc. | 0.06% | Add +3.1% | 14,733,147 | $3.6B |
| BlackRock, Inc. | 0.05% | Add +0.2% | 10,554,399 | $2.6B |
| State Street Corp. | 0.06% | Add +1.3% | 5,607,093 | $1.4B |
| Morgan Stanley | 0.09% | Reduce -1.3% | 5,088,843 | $1.2B |
| T. Rowe Price Associates Inc. | 0.11% | Add +0.0% | 3,560,499 | $863.3M |
| Geode Capital Management, LLC | 0.06% | Add +3.9% | 3,155,855 | $762.9M |
| Janus Henderson Group PLC | 0.40% | Reduce -3.0% | 3,085,177 | $732.8M |
| T. Rowe Price Investment Management, Inc. | 0.36% | Reduce -10.2% | 2,241,986 | $543.6M |
| Barclays PLC | 0.21% | Add +17.1% | 1,930,954 | $468.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.38% | Add +2.4% | 1,689,607 | $409.7M |
| Stifel Financial Corp. | 0.41% | Reduce -2.5% | 1,575,038 | $381.9M |
| Northern Trust Corp. | 0.06% | Reduce -2.0% | 1,573,327 | $381.5M |
| Capital International Investors | 0.07% | Reduce -20.7% | 1,529,961 | $370.9M |
| APG Asset Management N.V. | 1.13% | Reduce -2.7% | 1,626,390 | $365.1M |
| Invesco Ltd. | 0.07% | Reduce -2.1% | 1,430,419 | $346.8M |
| Jensen Investment Management Inc. | 3.72% | Reduce -14.5% | 1,386,609 | $336.2M |
| Wells Fargo & Company | 0.07% | Reduce -0.5% | 1,191,627 | $288.9M |
| Bahl & Gaynor LLC | 1.44% | Add +3.4% | 1,168,351 | $283.3M |
| Navera Investment Management Ltd. | 4.98% | Add +5.1% | 1,123,865 | $272.4M |
| Legal & General Group Plc | 0.07% | Add +14.8% | 1,089,307 | $264.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.07% | Add +3.2% | 1,076,761 | $261.1M |
| Ameriprise Financial Inc. | 0.07% | Add +577.9% | 1,035,938 | $251.5M |
| Dimensional Fund Advisors LP | 0.06% | Add +1.9% | 990,168 | $240.0M |
| Fayez Sarofim & Co | 0.54% | Reduce -0.4% | 891,590 | $216.2M |
| Bank of New York Mellon Corp | 0.04% | Reduce -3.0% | 870,051 | $211.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.51% | Reduce -1.5% | 857,126 | $207.8M |
| Franklin Resources Inc. | 0.05% | Reduce -16.2% | 744,640 | $180.5M |
| Macquarie Group Ltd. | 0.22% | Reduce -22.4% | 743,884 | $180.4M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -13.4% | 726,591 | $176.2M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +1.4% | 694,631 | $168.4M |
| Bank of America Corp. | 0.01% | Add +14.8% | 684,939 | $166.1M |
| Amundi | 0.06% | Reduce -8.9% | 663,261 | $159.1M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -9.3% | 648,036 | $157.1M |
| JPMorgan Chase & Co. | 0.01% | Add +24.1% | 617,715 | $149.8M |
| Confluence Investment Management LLC | 2.13% | Reduce -3.6% | 609,740 | $147.8M |
| UBS Group AG | 0.03% | Add +38.9% | 577,815 | $140.1M |
| California Public Employees Retirement System | 0.09% | Reduce -3.3% | 514,381 | $124.7M |
| Alliancebernstein L.P. | 0.04% | Add +5.9% | 504,372 | $122.3M |
| Deutsche Bank AG | 0.05% | Add +4.1% | 485,510 | $117.7M |
| Baird Financial Group, Inc. | 0.22% | Reduce -9.5% | 474,743 | $115.1M |
| Norges Bank | 0.02% | Reduce -2.9% | 459,353 | $111.4M |
| Parnassus Investments, LLC | 0.26% | Reduce -4.6% | 438,481 | $106.3M |
| Rathbones Group PLC | 0.51% | Reduce -0.5% | 437,438 | $106.1M |
| Corient Private Wealth LP | 0.16% | Reduce -6.5% | 408,695 | $99.4M |
| Captrust Financial Advisors | 0.25% | Add +1604.3% | 407,913 | $98.9M |
| Principal Financial Group Inc. | 0.06% | Add +156.8% | 404,830 | $98.2M |
| CIBC Private Wealth Group LLC | 0.20% | Add +1.9% | 444,433 | $96.5M |
| Balyasny Asset Management L.P. | 0.24% | Add +67.8% | 392,207 | $95.1M |
| Raymond James Financial Inc. | 0.04% | Reduce -15.3% | 391,483 | $94.9M |
| Nuveen, LLC | 0.03% | — | 377,156 | $91.4M |
| Earnest Partners LLC | 0.42% | Reduce -2.6% | 363,914 | $88.2M |
| HSBC Holdings PLC | 0.05% | Add +1.6% | 339,319 | $82.1M |
| Swiss National Bank | 0.06% | Reduce -0.1% | 329,700 | $79.9M |
| Citadel Advisors | 0.08% | Add +107.5% | 324,056 | $78.6M |
| Royal Bank of Canada | 0.02% | Reduce -3.9% | 320,545 | $77.7M |
| Fenimore Asset Management Inc | 1.61% | Add +0.5% | 314,466 | $76.2M |
| LPL Financial LLC | 0.03% | Add +8.5% | 303,204 | $73.5M |
| Qube Research & Technologies Ltd | 0.11% | Add +11.2% | 296,895 | $72.0M |
| Ninety One UK Ltd | 0.18% | Reduce -5.0% | 272,937 | $66.2M |
| King Luther Capital Management Corp. | 0.30% | Add +3.7% | 265,380 | $64.3M |
| Junto Capital Management LP | 1.47% | Add +60.9% | 264,411 | $64.1M |
| Rhumbline Advisers | 0.06% | Add +7.0% | 261,855 | $63.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Reduce -0.5% | 260,849 | $63.2M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.60% | Reduce -2.1% | 261,566 | $61.8M |
| American Century Companies Inc. | 0.04% | Reduce -0.3% | 252,207 | $61.2M |
| Schwartz Investment Counsel Inc. | 2.06% | No change | 247,350 | $60.0M |
| First Trust Advisors LP | 0.05% | Add +2.7% | 247,161 | $59.9M |
| Assenagon Asset Management S.A. | 0.11% | Add +506.6% | 244,720 | $59.3M |
| TD Asset Management Inc | 0.05% | Reduce -5.8% | 231,043 | $56.0M |
| GW&K Investment Management, LLC | 0.50% | Add +0.2% | 222,862 | $54.0M |
| AQR Capital Management | 0.05% | Reduce -28.1% | 211,104 | $50.5M |
| B. Metzler seel. Sohn & Co. AG | 0.52% | Add +3.5% | 207,437 | $50.3M |
| London Co. of Virginia | 0.26% | Reduce -23.2% | 191,629 | $46.5M |
| Anchor Capital Advisors LLC | 1.30% | Reduce -4.1% | 180,228 | $43.7M |
| Canada Pension Plan Investment Board | 0.04% | Add +45.9% | 179,468 | $43.5M |
| California State Teachers Retirement System | 0.05% | Reduce -1.0% | 179,051 | $43.4M |
| Mackenzie Financial Corp. | 0.06% | Reduce -22.0% | 176,321 | $42.8M |
| Benjamin Edwards Inc. | 0.59% | Add +16.5% | 174,198 | $42.2M |
| National Pension Service | 0.04% | Add +8.4% | 170,469 | $41.3M |
| BNP Paribas Financial Markets | 0.03% | Reduce -32.6% | 165,810 | $40.2M |
| Nordea Investment Management AB | 0.04% | Add +113.2% | 156,516 | $37.5M |
| Focus Partners Wealth | 0.09% | Reduce -2.4% | 153,027 | $37.2M |
| CANADA LIFE ASSURANCE Co | 0.07% | Reduce -1.6% | 151,873 | $36.9M |
| Gillson Capital LP | 3.03% | Add +99.5% | 146,381 | $35.5M |
| Zacks Investment Management | 0.31% | Add +3.4% | 138,394 | $33.6M |
| Citigroup Inc. | 0.03% | Add +66.5% | 138,174 | $33.5M |
| Aviva PLC | 0.08% | Add +16.8% | 133,263 | $32.3M |
| Public Employees Retirement Association of Colorado | 0.14% | No change | 132,140 | $32.0M |
| Teacher Retirement System of Texas | 0.13% | Reduce -36.7% | 131,005 | $31.8M |
| ASR Vermogensbeheer N.V. | 0.47% | — | 130,435 | $31.6M |
| Millennium Management | 0.03% | Reduce -66.3% | 129,466 | $31.4M |
| Worldquant Millennium Advisors LLC | 0.20% | Reduce -9.1% | 128,987 | $31.3M |
| Russell Investments Group, Ltd. | 0.04% | Add +65.3% | 125,879 | $30.5M |
| Aberdeen Group plc | 0.06% | Reduce -75.4% | 123,654 | $29.6M |
| Adage Capital Partners Gp, L.L.C. | 0.05% | Add +39.0% | 121,900 | $29.6M |
| Bank of Montreal | 0.02% | Reduce -20.6% | 120,060 | $29.1M |
| HighTower Advisors, LLC | 0.04% | Reduce -1.8% | 119,584 | $29.0M |
| Natixis Advisors, LLC | 0.05% | Add +4.1% | 117,682 | $28.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.06% | Add +1.3% | 113,026 | $27.4M |
| Bath Savings Trust Co | 2.83% | Reduce -1.0% | 112,893 | $27.4M |
"% of holder's portfolio" is BR's weight in each manager's 13F, not the share of Broadridge Financial Solutio the manager owns.