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 quarterInstitutional holdersTotal reported valueTotal shares
Q1 20263$181,826,5051,119,070
Q4 20253$253,815,2771,137,318
Q3 20254$365,874,8641,536,192
Q2 20253$411,382,6631,692,724
Q1 20253$442,790,7881,826,243
Q4 20244$471,210,7802,084,173
Q3 20244$510,830,8592,375,626
Q2 20242$442,589,4592,246,647
Q1 20242$475,102,5032,319,157
Q4 20234$530,899,4622,618,575
Q3 20233$515,264,1643,012,532
Q2 20233$469,477,1432,930,797