BROADRIDGE FINANCIAL SOLUTIO (BR) Institutional Ownership
BR is currently held by 3 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $181.83M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
The largest disclosed holder is Jensen Investment Management, which reported ownership valued at approximately $139.05M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Jensen Investment Management's BR position is now estimated to be worth approximately $119.90M, representing an estimated loss of -13.77% since the filing period.
Major shareholders tracked on this page include Jensen Investment Management, Parnassus Endeavor Fund, Sequoia Financial Advisors, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.
This page tracks institutional ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward BROADRIDGE FINANCIAL SOLUTIO (BR).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 3 | $181,826,505 | 1,119,070 |
| Q4 2025 | 3 | $253,815,277 | 1,137,318 |
| Q3 2025 | 4 | $365,874,864 | 1,536,192 |
| Q2 2025 | 3 | $411,382,663 | 1,692,724 |
| Q1 2025 | 3 | $442,790,788 | 1,826,243 |
| Q4 2024 | 4 | $471,210,780 | 2,084,173 |
| Q3 2024 | 4 | $510,830,859 | 2,375,626 |
| Q2 2024 | 2 | $442,589,459 | 2,246,647 |
| Q1 2024 | 2 | $475,102,503 | 2,319,157 |
| Q4 2023 | 4 | $530,899,462 | 2,618,575 |
| Q3 2023 | 3 | $515,264,164 | 3,012,532 |
| Q2 2023 | 3 | $469,477,143 | 2,930,797 |
Related BR Institutional Insights:
- BR Institutional Ownership & Insiders Activity
- BR Institutional Ownership & 13F Activity
- BR Top Institutional Shareholders
- BR Institutional Buying Activity
- BR Institutional Selling Activity
- Technology Sector Institutional Ownership
- Technology Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Technology Stocks By Institutional Investors
- Most Sold Technology Stocks By Institutional Investors
- BR Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings