Who owns Broadridge Financial Solutions (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-Q2 13F filings (latest filed 2026-09-22). 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
126 tracked funds added or opened BR while 363 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% 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 2026-Q1 and 2026-Q2, across 961 tracked filers holding BR, 464 increased or opened the position and 589 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 2026-Q1 and 2026-Q2 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 40
- Jupiter Topco LLC$262M
- YACKTMAN ASSET MANAGEMENT LP$120M
- Trexquant Investment LP$25M
- Nykredit A/S$8M
- Bridgewater Associates, LP$5M
- Numerai GP LLC$4M
Full exits 65
- JANUS HENDERSON GROUP PLC$404M
- Amundi$172M
- T. Rowe Price Investment Management, Inc.$141M
- Rathbones Group PLC$65M
- SG Americas Securities, LLC$51M
- Capital International Investors$48M
Largest adds
- FIL Ltd$157M
- TWO SIGMA INVESTMENTS, LP$146M
- MANUFACTURERS LIFE INSURANCE COMPANY, THE$135M
- NORGES BANK$131M
- BlackRock, Inc.$126M
- Qube Research & Technologies Ltd$95M
Largest trims
- ALLIANCEBERNSTEIN L.P.$428M
- VANGUARD CAPITAL MANAGEMENT LLC$199M
- VANGUARD PORTFOLIO MANAGEMENT LLC$199M
- AMERIPRISE FINANCIAL INC$171M
- Navera Investment Management Ltd.$169M
- JPMORGAN CHASE & CO$156M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 10,762,454 | $1.5B | 11.5% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 7,554,630 | $1.0B | 8.0% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 6,099,941 | $835M | 6.5% | 2026-Q2 |
| STATE STREET CORP added | 5,713,387 | $788M | 6.1% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 3,699,796 | $507M | 3.9% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 3,309,239 | $452M | 3.5% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 2,465,416 | $401M | 3.1% | 2026-Q2 |
| MORGAN STANLEY added | 2,144,060 | $294M | 2.3% | 2026-Q2 |
| Invesco Ltd. added | 2,031,771 | $278M | 2.2% | 2026-Q2 |
| Jupiter Topco LLC new | 1,912,032 | $262M | 2.0% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP added | 1,875,684 | $257M | 2.0% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,862,049 | $255M | 2.0% | 2026-Q2 |
| BARCLAYS PLC trimmed | 1,823,639 | $250M | 1.9% | 2026-Q2 |
| NORGES BANK added | 1,773,005 | $243M | 1.9% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 1,686,647 | $229M | 1.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 1,609,757 | $220M | 1.7% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 1,495,045 | $205M | 1.6% | 2026-Q2 |
| UBS Group AG added | 1,445,992 | $198M | 1.5% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 1,445,207 | $198M | 1.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 1,442,502 | $198M | 1.5% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 1,313,142 | $180M | 1.4% | 2026-Q2 |
| FIL Ltd added | 1,144,647 | $157M | 1.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 1,003,473 | $137M | 1.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 990,972 | $136M | 1.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 976,633 | $134M | 1.0% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 976,493 | $134M | 1.0% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 968,428 | $133M | 1.0% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 906,060 | $124M | 1.0% | 2026-Q2 |
| YACKTMAN ASSET MANAGEMENT LP new | 878,522 | $120M | 0.9% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 852,336 | $117M | 0.9% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB added | 812,172 | $109M | 0.9% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 742,884 | $102M | 0.8% | 2026-Q2 |
| Legal & General Group Plc trimmed | 724,145 | $99M | 0.8% | 2026-Q2 |
| Vinva Investment Management Ltd added | 681,960 | $93M | 0.7% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 673,443 | $91M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 649,062 | $89M | 0.7% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 617,350 | $85M | 0.7% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 605,505 | $83M | 0.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 586,067 | $80M | 0.6% | 2026-Q2 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed | 523,341 | $72M | 0.6% | 2026-Q2 |
| Corient Private Wealth LP added | 457,066 | $63M | 0.5% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 444,687 | $61M | 0.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 434,269 | $59M | 0.5% | 2026-Q2 |
| CIBC Bancorp USA Inc. trimmed | 411,094 | $56M | 0.4% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 405,401 | $56M | 0.4% | 2026-Q2 |
| JENSEN INVESTMENT MANAGEMENT INC trimmed | 380,126 | $52M | 0.4% | 2026-Q2 |
| BANK OF NOVA SCOTIA added | 378,849 | $52M | 0.4% | 2026-Q2 |
| Bahl & Gaynor LLC trimmed | 347,841 | $48M | 0.4% | 2026-Q2 |
| LPL Financial LLC trimmed | 344,470 | $47M | 0.4% | 2026-Q2 |
| Nuveen, LLC trimmed | 337,695 | $46M | 0.4% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 330,303 | $45M | 0.4% | 2026-Q2 |
| Swiss National Bank trimmed | 329,200 | $45M | 0.4% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 324,135 | $44M | 0.3% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 320,026 | $44M | 0.3% | 2026-Q2 |
| EARNEST PARTNERS LLC added | 320,022 | $44M | 0.3% | 2026-Q2 |
| SCHWARTZ INVESTMENT COUNSEL INC added | 315,630 | $43M | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 311,487 | $43M | 0.3% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 302,218 | $41M | 0.3% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 295,742 | $41M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 292,633 | $40M | 0.3% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. trimmed | 291,186 | $40M | 0.3% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 285,243 | $39M | 0.3% | 2026-Q2 |
| Man Group plc trimmed | 263,109 | $36M | 0.3% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 256,151 | $35M | 0.3% | 2026-Q2 |
| Fenimore Asset Management Inc trimmed | 254,452 | $35M | 0.3% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 249,752 | $34M | 0.3% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 248,930 | $34M | 0.3% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 244,906 | $34M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 240,323 | $33M | 0.3% | 2026-Q2 |
| BROWN BROTHERS HARRIMAN & CO added | 234,286 | $32M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 231,329 | $32M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 222,519 | $30M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 220,621 | $30M | 0.2% | 2026-Q2 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA trimmed | 220,545 | $30M | 0.2% | 2026-Q2 |
| Pictet Asset Management Holding SA added | 218,699 | $30M | 0.2% | 2026-Q2 |
| TEACHER RETIREMENT SYSTEM OF TEXAS added | 209,893 | $29M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 202,741 | $28M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 194,445 | $27M | 0.2% | 2026-Q2 |
| Trexquant Investment LP added | 182,250 | $25M | 0.2% | 2026-Q2 |
| FMR LLC added | 175,015 | $24M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 172,738 | $24M | 0.2% | 2026-Q2 |
| Gotham Asset Management, LLC added | 171,724 | $24M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 169,988 | $23M | 0.2% | 2026-Q2 |
| STOREBRAND ASSET MANAGEMENT AS added | 162,652 | $22M | 0.2% | 2026-Q2 |
| Caisse de depot et placement du Quebec added | 157,914 | $22M | 0.2% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 157,275 | $22M | 0.2% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 157,002 | $22M | 0.2% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 152,268 | $21M | 0.2% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 149,110 | $20M | 0.2% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. added | 142,415 | $20M | 0.2% | 2026-Q2 |
| ASR Vermogensbeheer N.V. trimmed | 142,092 | $19M | 0.2% | 2026-Q2 |
| Tandem Investment Advisors, Inc. trimmed | 139,968 | $19M | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC added | 139,172 | $19M | 0.1% | 2026-Q2 |
| ZACKS INVESTMENT MANAGEMENT trimmed | 137,650 | $19M | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 134,756 | $18M | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 133,558 | $18M | 0.1% | 2026-Q2 |
| Allianz Asset Management GmbH added | 127,787 | $19M | 0.1% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. added | 125,570 | $17M | 0.1% | 2026-Q2 |
| Aberdeen Group plc trimmed | 124,238 | $17M | 0.1% | 2026-Q2 |
| Jump Financial, LLC added | 123,130 | $17M | 0.1% | 2026-Q2 |
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.