BR Institutional Ownership & Shareholders

BROADRIDGE FINANCIAL SOLUTIO (BR) is currently held by 1,047 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $15.15B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Blackrock, Inc. is currently the largest disclosed institutional shareholder of BR tracked by InsiderSet, reporting ownership valued at approximately $1.47B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.92B, representing an estimated gain of +30.57% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 43% of the total disclosed BR value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Vanguard Capital Management Llc, Vanguard Portfolio Management Llc, and several other long-term asset managers with concentrated positions in BROADRIDGE FINANCIAL SOLUTIO (BR).

This page ranks the largest institutional BR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

1,047

Total Reported Value

$15.15B

Largest Holder

Blackrock, Inc.

Largest Position

$1.47B

Insider Transactions (90d)

31

Latest Filing Quarter

Q2 2026

New Institutional Positions

39

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Blackrock, Inc.0.02%10,762,454$1,473,918,097$1,924,542,024+$450,623,927+30.57%
Vanguard Capital Management Llc0.02%7,554,630$1,034,606,579$1,350,918,937+$316,312,358+30.57%
Vanguard Portfolio Management Llc0.04%6,099,941$835,386,920$1,090,791,450+$255,404,530+30.57%
State Street Corp0.02%5,713,387$787,809,035$1,021,667,863+$233,858,828+29.68%
Charles Schwab Investment Management Inc0.07%3,699,796$506,687,062$661,597,521+$154,910,459+30.57%
Geode Capital Management, Llc0.02%3,309,239$451,505,028$591,758,118+$140,253,090+31.06%
Janus Henderson Group Plc0.20%2,484,197$403,631,655$444,224,108+$40,592,453+10.06%
Alliancebernstein L.P.0.13%2,465,416$400,580,792$440,865,689+$40,284,897+10.06%
Morgan Stanley0.02%2,144,060$293,629,370$383,400,809+$89,771,439+30.57%
Invesco Ltd.0.02%2,031,771$278,251,039$363,321,290+$85,070,251+30.57%
Van Eck Associates Corp0.16%1,875,684$256,874,925$335,409,813+$78,534,888+30.57%
Northern Trust Corp0.03%1,862,049$255,007,610$332,971,602+$77,963,992+30.57%
Barclays Plc0.08%1,823,639$249,747,360$326,103,126+$76,355,766+30.57%
Norges Bank0.02%1,773,005$242,813,035$317,048,754+$74,235,719+30.57%
Aqr Capital Management Llc0.08%1,686,647$228,962,389$301,606,217+$72,643,828+31.73%
Goldman Sachs Group Inc0.02%1,609,757$220,456,260$287,856,747+$67,400,487+30.57%
Two Sigma Investments, Lp0.15%1,495,045$204,746,413$267,343,947+$62,597,534+30.57%
Ubs Group Ag0.03%1,445,992$198,028,605$258,572,289+$60,543,684+30.57%
Manufacturers Life Insurance Company, The0.15%1,445,207$197,921,099$258,431,916+$60,510,817+30.57%
Stifel Financial Corp0.16%1,442,502$197,558,313$257,948,208+$60,389,895+30.57%
Qube Research & Technologies Ltd0.20%1,313,142$179,834,797$234,816,052+$54,981,255+30.57%
Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc0.03%1,033,396$167,906,181$184,791,873+$16,885,692+10.06%
Fil Ltd0.11%1,144,647$156,759,407$204,685,777+$47,926,370+30.57%
Yacktman Asset ManagementDonald Yacktman1.79%932,042$150,151,966$166,667,750+$16,515,784+11.00%
Wells Fargo & Company/Mn0.02%1,003,473$137,425,595$179,441,042+$42,015,447+30.57%
Ameriprise Financial Inc0.03%976,633$133,731,905$174,641,513+$40,909,608+30.59%
Dimensional Fund Advisors Lp0.02%976,493$133,718,821$174,616,478+$40,897,657+30.58%
Millennium Management Llc0.09%968,428$132,626,215$173,174,295+$40,548,080+30.57%
Citadel Advisors Llc0.07%906,060$124,084,917$162,021,649+$37,936,732+30.57%
Price T Rowe Associates Inc0.01%852,336$116,728,000$152,414,724+$35,686,724+30.57%
Nordea Investment Management Ab0.09%812,172$109,310,229$145,232,597+$35,922,368+32.86%
Bank Of New York Mellon Corp0.02%742,884$101,737,975$132,842,517+$31,104,542+30.57%
Legal & General Group Plc0.02%724,145$99,171,657$129,491,609+$30,319,952+30.57%
Vinva Investment Management Ltd0.62%681,960$92,975,195$121,948,087+$28,972,892+31.16%
Jpmorgan Chase & Co0.01%673,443$91,211,246$120,425,077+$29,213,831+32.03%
Vanguard Fiduciary Trust Co0.02%649,062$88,889,041$116,065,267+$27,176,226+30.57%
Deutsche Bank Ag\0.02%617,350$84,546,082$110,394,527+$25,848,445+30.57%
Banque Cantonale Vaudoise0.01%607$83,000,000$108,544-$82,891,456-99.87%
Victory Capital Management Inc0.05%605,505$82,923,910$108,276,404+$25,352,494+30.57%
Confluence Investment Management Llc1.37%508,021$81,842,206$90,844,315+$9,002,109+11.00%
Bank Of America Corp0.01%586,067$80,261,781$104,800,501+$24,538,720+30.57%
Assenagon Asset Management S.A.0.07%431,641$69,537,365$77,186,044+$7,648,679+11.00%
Corient Private Wealth Llc0.09%451,333$62,214,919$80,707,367+$18,492,448+29.72%
Tudor Investment Corp Et Al0.25%444,687$60,899,885$79,518,929+$18,619,044+30.57%
Envestnet Asset Management Inc0.01%434,269$59,473,156$77,655,983+$18,182,827+30.57%
Allianz Asset Management Gmbh0.05%424,311$58,109,392$75,875,293+$17,765,901+30.57%
Cibc Bancorp Usa Inc.0.07%411,094$56,382,560$73,511,829+$17,129,269+30.38%
Nomura Asset Management International Inc.0.08%405,401$55,520,000$72,493,807+$16,973,807+30.57%
Hamlin Capital Management, Llc1.33%332,572$53,577,349$59,470,525+$5,893,176+11.00%
Jensen Investment ManagementEric H. Schoenstein1.26%380,126$52,058,256$67,974,131+$15,915,875+30.57%
Showing 50 of 1,047

Frequently asked questions about BR

  • Who are the largest institutional holders of BR?

    The largest institutional holders of BR reported in the latest SEC Form 13F filings include Blackrock, Inc., Vanguard Capital Management Llc, Vanguard Portfolio Management Llc, State Street Corp, and Charles Schwab Investment Management Inc. InsiderSet ranks institutional holders by their latest reported BR position.

  • What is BR institutional ownership?

    This page tracks BR positions reported by institutional investment managers through SEC Form 13F. BROADRIDGE FINANCIAL SOLUTIO (BR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own BR?

    InsiderSet currently tracks 1,047 institutional managers reporting BR holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BR shareholders.

  • How much BR stock do institutions own?

    Institutional investment managers disclosed approximately $15.15B in BR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was BR institutional ownership last updated?

    The latest BR institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional BR holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BR position after the reporting date.

  • Are institutions buying or selling BR?

    Institutional buying and selling can be analyzed by comparing BR positions across consecutive 13F reporting periods. InsiderSet's BR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BR ownership changes.

  • How has BR institutional ownership changed over time?

    InsiderSet tracks BR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.