Broadridge Financial Solutions BR Institutional Ownership

NYSE BR

$161.50 +0.55 (+0.34%)

As of: Sep 30, 2026 · 3:21 PM EDT

Institutions by Trading Activity

1,016 Institutions

Increased 483 47.5%

Unchanged 132 13.0%

Reduced 401 39.5%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

95.51%

▲+2.07 pp QoQ

Shares Held by Institutions

111.08Mn

of 116.30Mn outstanding

▲+7.09% QoQ

Shares Outstanding

116.30Mn

5.22Mn held outside 13F filers

Institutional Investors

1,016

filed 13F for Jun 2026

▼-36 vs prior quarter

Net Shares Added (QoQ)

+7.35Mn

accumulated since last quarter

Value of Holdings

$17.87Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Broadridge Financial Solutions, Inc. (NYSE:BR) has 1,016 institutional investors that have filed 13F reports for the period ending June 2026.

Collectively, these holders controlled 95.5% of Broadridge Financial Solutions's outstanding shares in June 2026, up from 93.4% in March 2026.
They increased total shares held in Broadridge Financial Solutions by 7.09% from the prior quarter, while the number of investors in BR decreased 7.13% year over year.
Activity in BR broke down as 483 buyers, 401 sellers, and 132 unchanged among 1,016 total holders.
The aggregate institutional position in Broadridge Financial Solutions amounted to 111.08Mn shares as of June 2026, up by 7.35Mn shares quarter on quarter, and up 12.22Mn shares year over year.
BlackRock, Inc. leads ownership in BR with 10.76Mn shares as of June 30, 2026, equal to 9.25% of outstanding shares.
Top purchasers of BR stock for the quarter ending June 2026 included Sixth Street Partners Management Company, L.P. (3.7Mn), Jupiter Topco LLC (1.91Mn), NORGES BANK (1.77Mn), FIL Ltd (1.14Mn), TWO SIGMA INVESTMENTS, LP (1.13Mn).
The biggest sellers of Broadridge Financial Solutions for the quarter ending June 2026 included ALLIANCEBERNSTEIN L.P. (1.25Mn), Navera Investment Management Ltd. (1.04Mn), Ameriprise Financial Inc (874.93K), Jpmorgan Chase & Co (840.94K), Mitsubishi UFJ Asset Management Co., Ltd. (693.4K).
Business Quant data shows the 10 biggest positions in Broadridge Financial Solutions as of June 2026 are held by BlackRock, Inc. (10.76Mn), VANGUARD CAPITAL MANAGEMENT LLC (7.55Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (6.1Mn), State Street Corp (5.71Mn), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (3.7Mn), Sixth Street Partners Management Company, L.P. (3.7Mn), GEODE CAPITAL MANAGEMENT, LLC (3.31Mn), ALLIANCEBERNSTEIN L.P. (2.47Mn), Morgan Stanley (2.14Mn), Invesco Ltd. (2.03Mn).

Form 13F Holdings

1,014 Institutional Holders

Report period 30 Jun, 2026

Total shares held 111.08Mn

Of outstanding 95.51%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	10,762,454	9.25%	▼243,495	-2.21%	$1.47Bn
2	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	7,554,630	6.50%	▼38,140	-0.50%	$1.03Bn
3	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	6,099,941	5.25%	▼263,813	-4.15%	$835.39Mn
4	State Street Corp	0000093751	5,713,387	4.91%	▲205,641	+3.73%	$787.81Mn
5	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	3,699,796	3.18%	▲323,965	+9.60%	$506.69Mn
5	Sixth Street Partners Management Company, L.P.	0001812095	3,699,796	3.18%	▲3,699,796	0.00%	$506.69Mn
6	GEODE CAPITAL MANAGEMENT, LLC	0001214717	3,309,239	2.85%	▼155,883	-4.50%	$451.51Mn
7	ALLIANCEBERNSTEIN L.P.	0001109448	2,465,416	2.12%	▼1,248,074	-33.61%	$400.58Mn
8	Morgan Stanley	0000895421	2,144,060	1.84%	▲117,687	+5.81%	$293.63Mn
9	Invesco Ltd.	0000914208	2,031,771	1.75%	▲13,277	+0.66%	$278.25Mn
10	Jupiter Topco LLC	0002146052	1,912,032	1.64%	▲1,912,032	0.00%	$261.85Mn
11	VAN ECK ASSOCIATES CORP	0000869178	1,875,684	1.61%	▲190,301	+11.29%	$256.87Mn
12	Northern Trust Corp	0000073124	1,862,049	1.60%	▲66,820	+3.72%	$255.01Mn
13	Barclays Plc	0000312069	1,823,639	1.57%	▼275,299	-13.12%	$249.75Mn
14	NORGES BANK	0001374170	1,773,005	1.52%	▲1,773,005	0.00%	$242.81Mn
15	AQR CAPITAL MANAGEMENT LLC	0001167557	1,686,647	1.45%	▲66,529	+4.11%	$228.96Mn
16	Goldman Sachs Group Inc	0000886982	1,609,757	1.38%	▼54,517	-3.28%	$220.46Mn
17	TWO SIGMA INVESTMENTS, LP	0001179392	1,495,045	1.29%	▲1,132,448	+312.32%	$204.75Mn
18	UBS Group AG	0001610520	1,445,992	1.24%	▲622,846	+75.67%	$198.03Mn
19	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0000928047	1,445,207	1.24%	▲1,058,772	+273.98%	$197.92Mn

Showing 1 to 20 of 1,014 holders