Broadridge Financial Solutions BR Institutional Ownership

NYSE BR

$168.02 -0.60 (-0.35%)

As of: Sep 9, 2026 · 3:59 PM EDT

Institutions by Trading Activity

1,012 Institutions

Increased 479 47.3%

Unchanged 132 13.0%

Reduced 401 39.6%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

95.34%

▼-0.24 pp QoQ

Shares Held by Institutions

110.88Mn

of 116.30Mn outstanding

▲+6.99% QoQ

Shares Outstanding

116.30Mn

5.42Mn held outside 13F filers

Institutional Investors

1,012

filed 13F for Jun 2026

▼-39 vs prior quarter

Net Shares Added (QoQ)

+7.24Mn

accumulated since last quarter

Value of Holdings

$19.18Bn

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) is held by 1,012 institutional investors per 13F filings through June 2026.

They owned 95.3% of outstanding stock in June 2026, down from 95.6% the prior quarter.
They increased total shares held in Broadridge Financial Solutions by 6.99% from last quarter, and the number of investors in BR decreased 7.41% annually.
Of these 1,012 funds, 479 grew their exposure to Broadridge Financial Solutions, 401 cut back, and 132 maintained positions.
Combined, these investors held 110.88Mn shares in BR for June 2026, up by 7.24Mn shares quarter on quarter, and up 6.86Mn shares year over year.
BlackRock, Inc. holds the largest position in BR at 10.76Mn shares as of June 30, 2026, or 9.25% of shares outstanding.
The largest buyers of Broadridge Financial Solutions for the quarter ending June 2026 were 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).
Per Business Quant, the top 10 investors in BR for the quarter ending June 2026 include 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

1,012 Institutional Holders

Report period 30 Jun, 2026

Total shares held 110.88Mn

Of outstanding 95.34%

#	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 1,012 holders