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Institutional Ownership · SEC Form 13F

Who owns Broadridge Financial Solutions, Inc. (BR)


Which tracked institutional funds hold BR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BR company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

1,049
Institutional holders
107M
Shares held (tracked funds)
91.4%
Of shares outstanding

How the tape is positioned

The tracked-fund tape on BR is one-sided between 2025-Q4 and 2026-Q1: 146 added or opened and 448 trimmed or exited — on balance reducing.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

BR’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes BR more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in BR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 1049 tracked filers holding BR, 563 increased or opened the position and 533 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in BR between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 60

  • VANGUARD CAPITAL MANAGEMENT LLC$1.2B
  • VANGUARD PORTFOLIO MANAGEMENT LLC$1.0B
  • VANGUARD FIDUCIARY TRUST CO$109M
  • CIBC Bancorp USA Inc.$74M
  • MARSHALL WACE, LLP$44M
  • Vanguard Global Advisers, LLC$42M

Full exits 59

  • VANGUARD GROUP INC$3.3B
  • CIBC Private Wealth Group LLC$94M
  • Jain Global LLC$35M
  • FORSTA AP-FONDEN$17M
  • Walter Public Investments Inc.$15M
  • AXXCESS WEALTH MANAGEMENT, LLC$14M

Largest adds

  • CHARLES SCHWAB INVESTMENT MANAGEMENT INC$390M
  • AQR CAPITAL MANAGEMENT LLC$188M
  • MILLENNIUM MANAGEMENT LLC$89M
  • GOLDMAN SACHS GROUP INC$61M
  • NORDEA INVESTMENT MANAGEMENT AB$48M
  • MANUFACTURERS LIFE INSURANCE COMPANY, THE$48M

Largest trims

  • BlackRock, Inc.$1.0B
  • MORGAN STANLEY$580M
  • PRICE T ROWE ASSOCIATES INC /MD/$490M
  • STATE STREET CORP$443M
  • Mitsubishi UFJ Asset Management Co., Ltd.$251M
  • NORGES BANK$235M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed8,295,236$1.3B7.1%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new7,592,770$1.2B6.5%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new6,363,754$1.0B5.5%2026-Q1
STATE STREET CORP trimmed5,507,746$900M4.8%2026-Q1
ALLIANCEBERNSTEIN L.P. added3,713,490$829M4.4%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added3,465,122$561M3.0%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added3,375,831$549M2.9%2026-Q1
JANUS HENDERSON GROUP PLC trimmed2,484,197$404M2.1%2026-Q1
BARCLAYS PLC added2,098,938$341M1.8%2026-Q1
MORGAN STANLEY trimmed2,026,373$329M1.7%2026-Q1
Invesco Ltd. added1,929,097$313M1.7%2026-Q1
AMERIPRISE FINANCIAL INC added1,851,565$305M1.6%2026-Q1
NORTHERN TRUST CORP added1,795,229$292M1.5%2026-Q1
VAN ECK ASSOCIATES CORP added1,685,383$274M1.4%2026-Q1
GOLDMAN SACHS GROUP INC added1,664,274$270M1.4%2026-Q1
AQR CAPITAL MANAGEMENT LLC added1,618,691$263M1.4%2026-Q1
JPMORGAN CHASE & CO added1,514,387$248M1.3%2026-Q1
STIFEL FINANCIAL CORP trimmed1,427,892$232M1.2%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ trimmed1,189,002$193M1.0%2026-Q1
WELLS FARGO & COMPANY/MN trimmed1,064,602$173M0.9%2026-Q1
Amundi added1,059,021$172M0.9%2026-Q1
Navera Investment Management Ltd. trimmed1,044,983$170M0.9%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added1,033,396$168M0.9%2026-Q1
DIMENSIONAL FUND ADVISORS LP added1,015,271$165M0.9%2026-Q1
Mitsubishi UFJ Asset Management Co., Ltd. trimmed984,588$160M0.8%2026-Q1
MILLENNIUM MANAGEMENT LLC added954,197$155M0.8%2026-Q1
T. Rowe Price Investment Management, Inc. added865,540$141M0.7%2026-Q1
JENSEN INVESTMENT MANAGEMENT INC added855,784$139M0.7%2026-Q1
UBS Group AG added823,146$134M0.7%2026-Q1
Legal & General Group Plc trimmed811,308$132M0.7%2026-Q1
Bank of New York Mellon Corp trimmed794,279$129M0.7%2026-Q1
BAHL & GAYNOR INC trimmed740,292$120M0.6%2026-Q1
NORDEA INVESTMENT MANAGEMENT AB added700,470$114M0.6%2026-Q1
PINEBRIDGE INVESTMENTS LLC added692,665$113M0.6%2026-Q1
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed688,682$112M0.6%2026-Q1
NORGES BANK trimmed459,353$111M0.6%2026-Q1
APG Asset Management N.V. trimmed775,505$109M0.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new672,011$109M0.6%2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed608,236$99M0.5%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed568,358$92M0.5%2026-Q1
DEUTSCHE BANK AG\ added566,281$92M0.5%2026-Q1
CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed534,393$87M0.5%2026-Q1
Qube Research & Technologies Ltd added520,620$85M0.4%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added514,497$84M0.4%2026-Q1
CIBC Bancorp USA Inc. added457,127$74M0.4%2026-Q1
CANADA PENSION PLAN INVESTMENT BOARD added453,829$74M0.4%2026-Q1
BNP PARIBAS ASSET MANAGEMENT Holding S.A. added427,072$69M0.4%2026-Q1
Rathbones Group PLC trimmed402,622$65M0.3%2026-Q1
Corient Private Wealth LLC trimmed397,021$65M0.3%2026-Q1
CAPTRUST FINANCIAL ADVISORS trimmed387,642$63M0.3%2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE added386,435$63M0.3%2026-Q1
Nuveen, LLC trimmed381,923$62M0.3%2026-Q1
Fayez Sarofim & Co trimmed380,869$62M0.3%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed370,446$60M0.3%2026-Q1
TWO SIGMA INVESTMENTS, LP added362,597$59M0.3%2026-Q1
LPL Financial LLC added352,969$57M0.3%2026-Q1
Fenimore Asset Management Inc added347,950$57M0.3%2026-Q1
Swiss National Bank added342,500$56M0.3%2026-Q1
Baird Financial Group, Inc. trimmed330,560$54M0.3%2026-Q1
SCHWARTZ INVESTMENT COUNSEL INC added315,490$51M0.3%2026-Q1
SG Americas Securities, LLC added313,889$51M0.3%2026-Q1
EARNEST PARTNERS LLC trimmed298,044$48M0.3%2026-Q1
Capital International Investors trimmed297,785$48M0.3%2026-Q1
Man Group plc added279,827$45M0.2%2026-Q1
MARSHALL WACE, LLP added273,860$44M0.2%2026-Q1
California Public Employees Retirement System trimmed273,611$44M0.2%2026-Q1
RHUMBLINE ADVISERS added258,949$42M0.2%2026-Q1
PARNASSUS INVESTMENTS, LLC trimmed258,836$42M0.2%2026-Q1
HSBC HOLDINGS PLC added256,335$42M0.2%2026-Q1
Vanguard Global Advisers, LLC new255,981$42M0.2%2026-Q1
Sumitomo Mitsui Trust Group, Inc. trimmed252,845$41M0.2%2026-Q1
GW&K Investment Management, LLC added246,733$40M0.2%2026-Q1
FRANKLIN RESOURCES INC trimmed244,590$40M0.2%2026-Q1
Vinva Investment Management Ltd added241,314$40M0.2%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added242,858$39M0.2%2026-Q1
ROYAL BANK OF CANADA trimmed240,319$39M0.2%2026-Q1
KBC Group NV added239,150$39M0.2%2026-Q1
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA trimmed252,818$38M0.2%2026-Q1
VANGUARD ASSET MANAGEMENT, Ltd new232,150$38M0.2%2026-Q1
CITADEL ADVISORS LLC trimmed231,581$38M0.2%2026-Q1
FIRST TRUST ADVISORS LP added227,485$37M0.2%2026-Q1
National Pension Service added221,131$36M0.2%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed201,862$33M0.2%2026-Q1
TEACHER RETIREMENT SYSTEM OF TEXAS added193,622$31M0.2%2026-Q1
Tandem Investment Advisors, Inc. added185,221$30M0.2%2026-Q1
Russell Investments Group, Ltd. trimmed178,286$29M0.2%2026-Q1
BENJAMIN EDWARDS INC trimmed169,150$27M0.1%2026-Q1
ANCHOR CAPITAL ADVISORS LLC added168,219$27M0.1%2026-Q1
BROWN BROTHERS HARRIMAN & CO added165,445$27M0.1%2026-Q1
Pictet Asset Management Holding SA added164,722$27M0.1%2026-Q1
Engineers Gate Manager LP added163,392$27M0.1%2026-Q1
B. Metzler seel. Sohn & Co. AG added160,729$26M0.1%2026-Q1
VICTORY CAPITAL MANAGEMENT INC added159,896$26M0.1%2026-Q1
ASR Vermogensbeheer N.V. added159,231$26M0.1%2026-Q1
VANGUARD GROUP INC trimmed14,993,211$3.3B17.7%2025-Q4 stale
CIBC Private Wealth Group LLC trimmed420,900$94M0.5%2025-Q4 stale
Junto Capital Management LP added271,872$65M0.3%2025-Q3 stale
Jain Global LLC new155,182$35M0.2%2025-Q4 stale
AXA Investment Managers S.A. new144,935$35M0.2%2025-Q3 stale
AXA S.A. added138,166$34M0.2%2025-Q2 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership