Broadridge Financial SolutioBR

13F holders, Q3 2025 (September 30)
1,105holders +9
95new positions
79sold out
8famous investors
$237.38avg. 13F price*

At the end of Q3 2025, 1,105 institutions reported holding Broadridge Financial Solutio (BR) in their 13F filings, up 9 from Q2 2025. 95 opened new positions and 79 sold out. The largest holders were Vanguard Group Inc. ($3.6B), BlackRock, Inc. ($2.5B) and State Street Corp. ($1.3B). 8 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 2025 → Q3 2025

InstitutionsTotal Value
New Positions95$202.9M
Exits79$139.8M

All 13F filers, Q2 2025 → Q3 2025: 7,556,747 shares bought and 7,144,787 shares sold, net +411,960 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,105 holders

Vanguard Group Inc. 0.05% Add +1.8% 15,296,040 $3.6B
BlackRock, Inc. 0.04% Reduce -1.0% 10,407,841 $2.5B
State Street Corp. 0.05% Reduce -0.4% 5,619,142 $1.3B
Morgan Stanley 0.07% Reduce -11.0% 4,504,533 $1.1B
Alliancebernstein L.P. 0.28% Add +692.3% 3,690,705 $879.0M
T. Rowe Price Associates Inc. 0.09% Add +1.6% 3,587,562 $854.5M
Geode Capital Management, LLC 0.05% Add +1.5% 3,342,345 $793.1M
Janus Henderson Group PLC 0.34% Add +0.4% 3,118,052 $742.6M
Barclays PLC 0.18% Add +0.8% 1,972,799 $469.9M
Mitsubishi UFJ Asset Management Co., Ltd. 0.33% Add +8.6% 1,901,022 $452.8M
Northern Trust Corp. 0.05% Add +6.6% 1,711,824 $407.7M
Stifel Financial Corp. 0.33% Reduce -2.9% 1,508,092 $359.2M
Invesco Ltd. 0.05% Reduce -2.3% 1,433,682 $341.5M
APG Asset Management N.V. 0.85% Reduce -10.9% 1,494,390 $302.9M
Ameriprise Financial Inc. 0.07% Add +8.8% 1,239,881 $294.7M
Bahl & Gaynor LLC 1.40% Reduce -0.5% 1,185,303 $282.3M
Wells Fargo & Company 0.06% Reduce -4.7% 1,167,311 $278.0M
Navera Investment Management Ltd. 5.06% Reduce -1.0% 1,109,355 $264.1M
Jensen Investment Management Inc. 3.25% Reduce -15.2% 1,099,850 $262.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Reduce -17.1% 1,094,065 $260.6M
Legal & General Group Plc 0.05% Reduce -11.1% 962,059 $229.1M
Dimensional Fund Advisors LP 0.05% Reduce -3.7% 955,433 $227.5M
T. Rowe Price Investment Management, Inc. 0.14% Reduce -57.9% 951,805 $226.7M
JPMorgan Chase & Co. 0.01% Add +46.8% 918,700 $218.8M
Capital International Investors 0.03% Reduce -41.0% 887,931 $211.5M
Fayez Sarofim & Co 0.49% Reduce -0.3% 883,671 $210.5M
Bank of New York Mellon Corp 0.04% Add +1.8% 846,778 $201.7M
Kayne Anderson Rudnick Investment Management LLC 0.48% Reduce -4.2% 827,025 $197.0M
Goldman Sachs Group Inc. 0.03% Reduce -7.0% 779,500 $185.7M
Charles Schwab Investment Management Inc. 0.03% Add +0.5% 708,091 $168.6M
Van Eck Associates Corp. 0.16% Add +3228.4% 700,536 $166.8M
Macquarie Group Ltd. 0.19% Reduce -3.9% 681,993 $162.4M
Franklin Resources Inc. 0.04% Reduce -5.2% 675,748 $160.9M
Bank of America Corp. 0.01% Reduce -21.1% 671,157 $159.8M
Amundi 0.05% Reduce -19.5% 605,537 $142.4M
Confluence Investment Management LLC 1.98% Reduce -2.3% 583,912 $139.1M
Envestnet Asset Management Inc. 0.04% Reduce -5.0% 563,281 $134.2M
UBS Group AG 0.02% Add +23.6% 514,779 $122.6M
Qube Research & Technologies Ltd 0.16% Add +110.4% 485,025 $115.5M
Corient Private Wealth LP 0.17% Add +5.8% 455,784 $106.3M
CIBC Private Wealth Group LLC 0.18% Reduce -1.3% 436,784 $104.0M
Rathbones Group PLC 0.42% Reduce -0.0% 431,446 $102.8M
Deutsche Bank AG 0.03% Reduce -3.0% 423,374 $100.8M
Captrust Financial Advisors 0.20% Add +0.4% 407,023 $96.9M
Principal Financial Group Inc. 0.05% Reduce -2.7% 387,023 $92.2M
Raymond James Financial Inc. 0.03% Reduce -1.9% 384,949 $91.7M
Parnassus Investments, LLC 0.21% Reduce -3.2% 380,373 $90.6M
Nuveen, LLC 0.02% Reduce -2.0% 376,125 $89.6M
California Public Employees Retirement System 0.05% Reduce -17.1% 360,365 $85.8M
Earnest Partners LLC 0.37% Reduce -2.4% 356,929 $85.0M
Baird Financial Group, Inc. 0.13% Reduce -24.1% 346,899 $82.6M
Swiss National Bank 0.05% Reduce -4.4% 338,600 $80.6M
LPL Financial LLC 0.02% Add +3.9% 320,998 $76.5M
Fenimore Asset Management Inc 1.52% Add +0.7% 318,791 $75.9M
First Trust Advisors LP 0.05% Reduce -9.1% 286,422 $68.2M
AQR Capital Management 0.04% Add +5.8% 279,446 $66.1M
Sumitomo Mitsui Trust Group, Inc. 0.04% Add +1.4% 275,541 $65.6M
Junto Capital Management LP 1.36% New 271,872 $64.8M
Rhumbline Advisers 0.05% Add +2.8% 271,055 $64.6M
HSBC Holdings PLC 0.04% Reduce -17.8% 267,130 $63.6M
King Luther Capital Management Corp. 0.25% Reduce -2.6% 255,743 $60.9M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.52% Reduce -1.7% 254,093 $59.0M
Schwartz Investment Counsel Inc. 1.98% No change 247,350 $58.9M
Royal Bank of Canada 0.01% Reduce -17.0% 228,135 $54.3M
Nordea Investment Management AB 0.05% Add +3.7% 228,444 $54.2M
Balyasny Asset Management L.P. 0.11% Reduce -7.6% 223,879 $53.3M
GW&K Investment Management, LLC 0.45% Reduce -1.4% 215,556 $51.3M
California State Teachers Retirement System 0.05% Add +0.9% 214,337 $51.0M
American Century Companies Inc. 0.02% Reduce -27.2% 203,072 $48.4M
BNP Paribas Financial Markets 0.04% Add +5.6% 201,850 $48.1M
Canada Pension Plan Investment Board 0.03% Add +7.0% 199,429 $47.5M
B. Metzler seel. Sohn & Co. AG 0.39% Reduce -4.3% 187,194 $44.6M
Benjamin Edwards Inc. 0.48% Add +1.0% 177,450 $42.3M
National Pension Service 0.03% Add +1.6% 174,491 $41.6M
Anchor Capital Advisors LLC 1.16% Reduce -2.4% 167,630 $39.9M
Russell Investments Group, Ltd. 0.04% Add +14.4% 159,783 $38.0M
Assenagon Asset Management S.A. 0.06% Reduce -12.9% 156,407 $37.3M
Neuberger Berman Group LLC 0.03% Add +16.7% 151,685 $36.1M
Focus Partners Wealth 0.06% Reduce -2.0% 150,854 $36.0M
CANADA LIFE ASSURANCE Co 0.05% Add +4.1% 149,458 $35.5M
AXA Investment Managers S.A. 0.09% — 144,935 $34.5M
Zacks Investment Management 0.27% Add +0.6% 140,644 $33.5M
Aberdeen Group plc 0.05% Reduce -8.7% 138,711 $32.9M
ASR Vermogensbeheer N.V. 0.40% Add +4.2% 137,632 $32.8M
Public Employees Retirement Association of Colorado 0.12% No change 131,851 $31.4M
Natixis Advisors, LLC 0.04% Reduce -0.1% 127,967 $30.5M
TD Asset Management Inc 0.02% Reduce -45.1% 120,009 $28.6M
Citizens Financial Group Inc. 0.39% Add +4390.1% 119,211 $28.5M
Aptus Capital Advisors, LLC 0.25% Add +2.6% 114,375 $27.2M
Royal London Asset Management Ltd. 0.06% Add +6.5% 112,657 $26.8M
Bath Savings Trust Co 2.64% Reduce -0.4% 111,888 $26.6M
Quantinno Capital Management LP 0.07% Add +119.1% 111,000 $26.4M
Victory Capital Management Inc. 0.02% Reduce -6.0% 110,699 $26.4M
Osaic Holdings, Inc. 0.04% Add +566.8% 109,017 $26.1M
Man Group plc 0.05% Add +245.3% 109,517 $26.1M
Citigroup Inc. 0.02% Add +0.2% 107,383 $25.6M
Squarepoint Ops LLC 0.05% Add +2927.9% 105,826 $25.2M
State Board of Administration of Florida Retirement System 0.04% Reduce -7.9% 104,914 $25.0M
FMR LLC 0.00% Add +3.5% 103,468 $24.6M
Dearborn Partners LLC 1.15% Reduce -0.9% 102,770 $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.

Show all 1,105 holders