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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 8,295,236 | $1.3B | 7.1% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 7,592,770 | $1.2B | 6.5% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 6,363,754 | $1.0B | 5.5% | 2026-Q1 |
| STATE STREET CORP trimmed | 5,507,746 | $900M | 4.8% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 3,713,490 | $829M | 4.4% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 3,465,122 | $561M | 3.0% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 3,375,831 | $549M | 2.9% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC trimmed | 2,484,197 | $404M | 2.1% | 2026-Q1 |
| BARCLAYS PLC added | 2,098,938 | $341M | 1.8% | 2026-Q1 |
| MORGAN STANLEY trimmed | 2,026,373 | $329M | 1.7% | 2026-Q1 |
| Invesco Ltd. added | 1,929,097 | $313M | 1.7% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 1,851,565 | $305M | 1.6% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,795,229 | $292M | 1.5% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP added | 1,685,383 | $274M | 1.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,664,274 | $270M | 1.4% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 1,618,691 | $263M | 1.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,514,387 | $248M | 1.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 1,427,892 | $232M | 1.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 1,189,002 | $193M | 1.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 1,064,602 | $173M | 0.9% | 2026-Q1 |
| Amundi added | 1,059,021 | $172M | 0.9% | 2026-Q1 |
| Navera Investment Management Ltd. trimmed | 1,044,983 | $170M | 0.9% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 1,033,396 | $168M | 0.9% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,015,271 | $165M | 0.9% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. trimmed | 984,588 | $160M | 0.8% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 954,197 | $155M | 0.8% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 865,540 | $141M | 0.7% | 2026-Q1 |
| JENSEN INVESTMENT MANAGEMENT INC added | 855,784 | $139M | 0.7% | 2026-Q1 |
| UBS Group AG added | 823,146 | $134M | 0.7% | 2026-Q1 |
| Legal & General Group Plc trimmed | 811,308 | $132M | 0.7% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 794,279 | $129M | 0.7% | 2026-Q1 |
| BAHL & GAYNOR INC trimmed | 740,292 | $120M | 0.6% | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB added | 700,470 | $114M | 0.6% | 2026-Q1 |
| PINEBRIDGE INVESTMENTS LLC added | 692,665 | $113M | 0.6% | 2026-Q1 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 688,682 | $112M | 0.6% | 2026-Q1 |
| NORGES BANK trimmed | 459,353 | $111M | 0.6% | 2026-Q1 |
| APG Asset Management N.V. trimmed | 775,505 | $109M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 672,011 | $109M | 0.6% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 608,236 | $99M | 0.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 568,358 | $92M | 0.5% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 566,281 | $92M | 0.5% | 2026-Q1 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed | 534,393 | $87M | 0.5% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 520,620 | $85M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 514,497 | $84M | 0.4% | 2026-Q1 |
| CIBC Bancorp USA Inc. added | 457,127 | $74M | 0.4% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 453,829 | $74M | 0.4% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 427,072 | $69M | 0.4% | 2026-Q1 |
| Rathbones Group PLC trimmed | 402,622 | $65M | 0.3% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 397,021 | $65M | 0.3% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 387,642 | $63M | 0.3% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 386,435 | $63M | 0.3% | 2026-Q1 |
| Nuveen, LLC trimmed | 381,923 | $62M | 0.3% | 2026-Q1 |
| Fayez Sarofim & Co trimmed | 380,869 | $62M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 370,446 | $60M | 0.3% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 362,597 | $59M | 0.3% | 2026-Q1 |
| LPL Financial LLC added | 352,969 | $57M | 0.3% | 2026-Q1 |
| Fenimore Asset Management Inc added | 347,950 | $57M | 0.3% | 2026-Q1 |
| Swiss National Bank added | 342,500 | $56M | 0.3% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 330,560 | $54M | 0.3% | 2026-Q1 |
| SCHWARTZ INVESTMENT COUNSEL INC added | 315,490 | $51M | 0.3% | 2026-Q1 |
| SG Americas Securities, LLC added | 313,889 | $51M | 0.3% | 2026-Q1 |
| EARNEST PARTNERS LLC trimmed | 298,044 | $48M | 0.3% | 2026-Q1 |
| Capital International Investors trimmed | 297,785 | $48M | 0.3% | 2026-Q1 |
| Man Group plc added | 279,827 | $45M | 0.2% | 2026-Q1 |
| MARSHALL WACE, LLP added | 273,860 | $44M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 273,611 | $44M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 258,949 | $42M | 0.2% | 2026-Q1 |
| PARNASSUS INVESTMENTS, LLC trimmed | 258,836 | $42M | 0.2% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 256,335 | $42M | 0.2% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 255,981 | $42M | 0.2% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 252,845 | $41M | 0.2% | 2026-Q1 |
| GW&K Investment Management, LLC added | 246,733 | $40M | 0.2% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 244,590 | $40M | 0.2% | 2026-Q1 |
| Vinva Investment Management Ltd added | 241,314 | $40M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 242,858 | $39M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 240,319 | $39M | 0.2% | 2026-Q1 |
| KBC Group NV added | 239,150 | $39M | 0.2% | 2026-Q1 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA trimmed | 252,818 | $38M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 232,150 | $38M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 231,581 | $38M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 227,485 | $37M | 0.2% | 2026-Q1 |
| National Pension Service added | 221,131 | $36M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 201,862 | $33M | 0.2% | 2026-Q1 |
| TEACHER RETIREMENT SYSTEM OF TEXAS added | 193,622 | $31M | 0.2% | 2026-Q1 |
| Tandem Investment Advisors, Inc. added | 185,221 | $30M | 0.2% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 178,286 | $29M | 0.2% | 2026-Q1 |
| BENJAMIN EDWARDS INC trimmed | 169,150 | $27M | 0.1% | 2026-Q1 |
| ANCHOR CAPITAL ADVISORS LLC added | 168,219 | $27M | 0.1% | 2026-Q1 |
| BROWN BROTHERS HARRIMAN & CO added | 165,445 | $27M | 0.1% | 2026-Q1 |
| Pictet Asset Management Holding SA added | 164,722 | $27M | 0.1% | 2026-Q1 |
| Engineers Gate Manager LP added | 163,392 | $27M | 0.1% | 2026-Q1 |
| B. Metzler seel. Sohn & Co. AG added | 160,729 | $26M | 0.1% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 159,896 | $26M | 0.1% | 2026-Q1 |
| ASR Vermogensbeheer N.V. added | 159,231 | $26M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 14,993,211 | $3.3B | 17.7% | 2025-Q4 stale |
| CIBC Private Wealth Group LLC trimmed | 420,900 | $94M | 0.5% | 2025-Q4 stale |
| Junto Capital Management LP added | 271,872 | $65M | 0.3% | 2025-Q3 stale |
| Jain Global LLC new | 155,182 | $35M | 0.2% | 2025-Q4 stale |
| AXA Investment Managers S.A. new | 144,935 | $35M | 0.2% | 2025-Q3 stale |
| AXA S.A. added | 138,166 | $34M | 0.2% | 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.
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.