Broadridge Financial SolutioBR

13F holders, Q2 2025 (June 30)
1,096holders −13
73new positions
77sold out
7famous investors
$242.13avg. 13F price*

At the end of Q2 2025, 1,096 institutions reported holding Broadridge Financial Solutio (BR) in their 13F filings, down 13 from Q1 2025. 73 opened new positions and 77 sold out. The largest holders were Vanguard Group Inc. ($3.7B), BlackRock, Inc. ($2.6B) and State Street Corp. ($1.4B). 7 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Israel Englander (0.1% of Millennium Management'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions73$109.8M
Exits77$162.1M

All 13F filers, Q1 2025 → Q2 2025: 3,837,418 shares bought and 3,491,881 shares sold, net +345,537 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,096 holders

Vanguard Group Inc. 0.06% Add +2.0% 15,031,420 $3.7B
BlackRock, Inc. 0.05% Reduce -0.4% 10,508,647 $2.6B
State Street Corp. 0.05% Add +0.6% 5,642,154 $1.4B
Morgan Stanley 0.08% Reduce -0.6% 5,060,935 $1.2B
T. Rowe Price Associates Inc. 0.10% Reduce -0.8% 3,532,306 $858.5M
Geode Capital Management, LLC 0.06% Add +4.3% 3,292,241 $797.0M
Janus Henderson Group PLC 0.37% Add +0.7% 3,105,674 $754.8M
T. Rowe Price Investment Management, Inc. 0.35% Add +0.9% 2,262,202 $549.8M
Barclays PLC 0.19% Add +1.4% 1,958,168 $475.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.34% Add +3.6% 1,751,266 $425.6M
Northern Trust Corp. 0.05% Add +2.1% 1,606,128 $390.3M
Stifel Financial Corp. 0.37% Reduce -1.4% 1,552,802 $377.4M
Capital International Investors 0.06% Reduce -1.6% 1,506,043 $366.0M
Invesco Ltd. 0.06% Add +2.5% 1,466,774 $356.5M
APG Asset Management N.V. 1.03% Add +3.2% 1,677,703 $347.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Add +22.5% 1,319,038 $320.6M
Jensen Investment Management Inc. 3.69% Reduce -6.5% 1,297,083 $315.2M
Wells Fargo & Company 0.07% Add +2.8% 1,225,155 $297.7M
Bahl & Gaynor LLC 1.46% Add +1.9% 1,190,777 $289.4M
Ameriprise Financial Inc. 0.07% Add +10.0% 1,139,533 $276.6M
Navera Investment Management Ltd. 4.95% Reduce -0.3% 1,120,989 $272.3M
Legal & General Group Plc 0.07% Reduce -0.6% 1,082,299 $263.0M
Dimensional Fund Advisors LP 0.06% Add +0.1% 991,687 $241.0M
Fayez Sarofim & Co 0.52% Reduce -0.6% 886,279 $215.4M
Kayne Anderson Rudnick Investment Management LLC 0.50% Add +0.7% 862,933 $209.7M
Bank of America Corp. 0.02% Add +24.2% 850,904 $206.8M
Goldman Sachs Group Inc. 0.03% Add +15.4% 838,331 $203.7M
Bank of New York Mellon Corp 0.04% Reduce -4.4% 831,738 $202.1M
Amundi 0.06% Add +13.4% 752,488 $179.1M
Franklin Resources Inc. 0.05% Reduce -4.3% 712,874 $173.2M
Macquarie Group Ltd. 0.21% Reduce -4.6% 709,998 $172.6M
Charles Schwab Investment Management Inc. 0.03% Add +1.5% 704,850 $171.3M
JPMorgan Chase & Co. 0.01% Add +1.3% 625,899 $152.1M
Confluence Investment Management LLC 2.05% Reduce -2.0% 597,545 $145.2M
Envestnet Asset Management Inc. 0.04% Reduce -8.5% 592,843 $144.1M
Norges Bank 0.02% Add +10.9% 509,451 $123.8M
Alliancebernstein L.P. 0.04% Reduce -7.6% 465,814 $113.2M
Baird Financial Group, Inc. 0.19% Reduce -3.7% 457,291 $111.1M
CIBC Private Wealth Group LLC 0.19% Reduce -0.5% 442,305 $107.5M
Deutsche Bank AG 0.04% Reduce -10.1% 436,380 $106.1M
California Public Employees Retirement System 0.07% Reduce -15.5% 434,693 $105.6M
Corient Private Wealth LP 0.14% Add +5.4% 430,647 $105.0M
Rathbones Group PLC 0.45% Reduce -1.3% 431,580 $104.9M
UBS Group AG 0.02% Reduce -27.9% 416,587 $101.2M
Captrust Financial Advisors 0.22% Reduce -0.6% 405,397 $98.5M
Principal Financial Group Inc. 0.05% Reduce -1.8% 397,602 $96.6M
Parnassus Investments, LLC 0.22% Reduce -10.4% 392,798 $95.5M
Raymond James Financial Inc. 0.03% Add +0.2% 392,359 $95.4M
Nuveen, LLC 0.03% Add +1.8% 383,743 $93.3M
Earnest Partners LLC 0.40% Add +0.5% 365,649 $88.9M
Swiss National Bank 0.05% Add +7.4% 354,200 $86.1M
Millennium Management 0.07% Add +156.6% 332,143 $80.7M
HSBC Holdings PLC 0.05% Reduce -4.2% 325,092 $78.9M
Fenimore Asset Management Inc 1.54% Add +0.7% 316,531 $76.9M
First Trust Advisors LP 0.06% Add +27.4% 314,912 $76.5M
LPL Financial LLC 0.03% Add +1.9% 309,068 $75.1M
American Century Companies Inc. 0.04% Add +10.7% 279,069 $67.8M
Royal Bank of Canada 0.01% Reduce -14.3% 274,867 $66.8M
Sumitomo Mitsui Trust Group, Inc. 0.04% Add +4.2% 271,841 $66.1M
Rhumbline Advisers 0.05% Add +0.7% 263,702 $64.1M
King Luther Capital Management Corp. 0.28% Reduce -1.1% 262,508 $63.8M
AQR Capital Management 0.05% Add +25.1% 264,082 $63.5M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.56% Reduce -1.2% 258,455 $62.8M
Ninety One UK Ltd 0.15% Reduce -5.5% 258,035 $62.7M
Schwartz Investment Counsel Inc. 1.98% No change 247,350 $60.1M
Balyasny Asset Management L.P. 0.14% Reduce -38.2% 242,310 $58.9M
Qube Research & Technologies Ltd 0.08% Reduce -22.4% 230,534 $56.0M
TD Asset Management Inc 0.05% Reduce -5.4% 218,643 $53.1M
GW&K Investment Management, LLC 0.48% Reduce -2.0% 218,499 $53.1M
Nordea Investment Management AB 0.05% Add +40.8% 220,314 $52.9M
California State Teachers Retirement System 0.06% Add +18.6% 212,354 $51.6M
B. Metzler seel. Sohn & Co. AG 0.45% Reduce -5.7% 195,612 $47.5M
BNP Paribas Financial Markets 0.04% Add +15.3% 191,112 $46.4M
Canada Pension Plan Investment Board 0.04% Add +3.8% 186,290 $45.3M
Assenagon Asset Management S.A. 0.07% Reduce -26.6% 179,671 $43.7M
Benjamin Edwards Inc. 0.54% Add +0.8% 175,619 $42.7M
National Pension Service 0.04% Add +0.8% 171,777 $41.7M
Anchor Capital Advisors LLC 1.23% Reduce -4.7% 171,773 $41.7M
Mackenzie Financial Corp. 0.05% Reduce -8.8% 160,831 $39.1M
Focus Partners Wealth 0.08% Add +0.6% 154,006 $37.5M
Aberdeen Group plc 0.06% Add +22.8% 151,879 $36.5M
CANADA LIFE ASSURANCE Co 0.06% Reduce -5.5% 143,600 $34.9M
Zacks Investment Management 0.29% Add +1.1% 139,877 $34.0M
Russell Investments Group, Ltd. 0.04% Add +10.9% 139,617 $33.9M
AXA S.A. 0.10% Add +53.1% 138,166 $33.6M
ASR Vermogensbeheer N.V. 0.42% Add +1.3% 132,095 $32.1M
Public Employees Retirement Association of Colorado 0.12% Reduce -0.2% 131,851 $32.0M
Neuberger Berman Group LLC 0.02% Add +566.8% 129,959 $31.6M
Natixis Advisors, LLC 0.05% Add +8.8% 128,050 $31.1M
Victory Capital Management Inc. 0.02% Add +55.9% 117,739 $28.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.07% Add +3.7% 116,051 $28.2M
State Board of Administration of Florida Retirement System 0.05% Add +1.3% 113,920 $27.7M
Bath Savings Trust Co 2.76% Reduce -0.5% 112,351 $27.3M
Aptus Capital Advisors, LLC 0.27% Add +8.3% 111,464 $27.1M
Korea Investment CORP 0.06% Add +36.9% 109,390 $26.6M
Connor, Clark & Lunn Investment Management Ltd. 0.09% Add +250.5% 107,459 $26.1M
Citigroup Inc. 0.02% Reduce -22.4% 107,215 $26.1M
Royal London Asset Management Ltd. 0.06% Reduce -2.0% 105,777 $25.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.05% Reduce -6.5% 105,695 $25.7M
London Co. of Virginia 0.14% Reduce -45.4% 104,670 $25.4M

"% 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 1,096 holders