BR Broadridge Financial Solutions, Inc.
Broadridge Financial Solutions, Inc. (BR) Institutional Ownership
What the institutions did with BR last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| BlackRock, Inc. | 10.8M | 10.0% |
| VANGUARD CAPITAL MANAGEMENT LLC | 7.6M | 7.0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6.1M | 5.6% |
| STATE STREET CORP | 5.7M | 5.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.7M | 3.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 3.3M | 3.1% |
| ALLIANCEBERNSTEIN L.P. | 2.5M | 2.3% |
| MORGAN STANLEY | 2.1M | 2.0% |
| Invesco Ltd. | 2.0M | 1.9% |
| Jupiter Topco LLC | 1.9M | 1.8% |
| VAN ECK ASSOCIATES CORP | 1.9M | 1.7% |
| NORTHERN TRUST CORP | 1.9M | 1.7% |
| BARCLAYS PLC | 1.8M | 1.7% |
| NORGES BANK | 1.8M | 1.6% |
| AQR CAPITAL MANAGEMENT LLC | 1.7M | 1.6% |
| GOLDMAN SACHS GROUP INC | 1.6M | 1.5% |
| TWO SIGMA INVESTMENTS, LP | 1.5M | 1.4% |
| UBS Group AG | 1.4M | 1.3% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1.4M | 1.3% |
| STIFEL FINANCIAL CORP | 1.4M | 1.3% |
| Qube Research & Technologies Ltd | 1.3M | 1.2% |
| FIL Ltd | 1.1M | 1.1% |
| WELLS FARGO & COMPANY/MN | 1.0M | 0.9% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 991.0K | 0.9% |
| AMERIPRISE FINANCIAL INC | 976.6K | 0.9% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | Reduced | 3.7M | 2.5M | -1.2M |
| FIL Ltd | Increased | 827 | 1.1M | +1.1M |
| TWO SIGMA INVESTMENTS, LP | Increased | 362.6K | 1.5M | +1.1M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Increased | 386.4K | 1.4M | +1.1M |
| Navera Investment Management Ltd. | Reduced | 1.0M | 3.2K | -1.0M |
| YACKTMAN ASSET MANAGEMENT LP | New | 0 | 878.5K | +878.5K |
| AMERIPRISE FINANCIAL INC | Reduced | 1.9M | 976.6K | -874.9K |
| T. Rowe Price Investment Management, Inc. | Sold Out | 865.5K | 0 | -865.5K |
| JPMORGAN CHASE & CO | Reduced | 1.5M | 673.4K | -840.9K |
| Rathbones Group PLC | Sold Out | 805.2K | 0 | -805.2K |
| Qube Research & Technologies Ltd | Increased | 520.6K | 1.3M | +792.5K |
| Mitsubishi UFJ Asset Management Co., Ltd. | Reduced | 984.6K | 291.2K | -693.4K |
| APG Asset Management N.V. | Reduced | 775.5K | 88.7K | -686.8K |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Reduced | 688.7K | 10.1K | -678.6K |
| CITADEL ADVISORS LLC | Increased | 231.6K | 906.1K | +674.5K |
| PINEBRIDGE INVESTMENTS LLC | Reduced | 692.7K | 40.6K | -652.1K |
| UBS Group AG | Increased | 823.1K | 1.4M | +622.8K |
| JENSEN INVESTMENT MANAGEMENT INC | Reduced | 855.8K | 380.1K | -475.7K |
| VICTORY CAPITAL MANAGEMENT INC | Increased | 159.9K | 605.5K | +445.6K |
| Vinva Investment Management Ltd | Increased | 241.3K | 682.0K | +440.6K |
| BAHL & GAYNOR INC | Reduced | 740.3K | 347.8K | -392.5K |
| BANK OF NOVA SCOTIA | Increased | 18.1K | 378.8K | +360.7K |
| Allianz Asset Management GmbH | Increased | 81.5K | 424.3K | +342.8K |
| HRT FINANCIAL LP | New | 0 | 342.1K | +342.1K |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | 1.2M | 852.3K | -336.7K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Increased | 3.4M | 3.7M | +324.0K |
| JANE STREET GROUP, LLC | Increased | 6.1K | 311.5K | +305.4K |
| Capital International Investors | Sold Out | 297.8K | 0 | -297.8K |
| TUDOR INVESTMENT CORP ET AL | Increased | 154.4K | 444.7K | +290.3K |
| Amundi | Reduced | 1.1M | 771.7K | -287.3K |
| BARCLAYS PLC | Reduced | 2.1M | 1.8M | -275.3K |
| Fayez Sarofim & Co | Reduced | 380.9K | 115.4K | -265.5K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Reduced | 6.4M | 6.1M | -263.8K |
| PARNASSUS INVESTMENTS, LLC | Sold Out | 258.8K | 0 | -258.8K |
| MARSHALL WACE, LLP | Reduced | 273.9K | 19.0K | -254.9K |
| BlackRock, Inc. | Reduced | 11.0M | 10.8M | -243.5K |
| CANADA PENSION PLAN INVESTMENT BOARD | Reduced | 453.8K | 244.9K | -208.9K |
| STATE STREET CORP | Increased | 5.5M | 5.7M | +205.6K |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | Reduced | 608.2K | 405.4K | -202.8K |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Increased | 103.6K | 295.7K | +192.1K |
| VAN ECK ASSOCIATES CORP | Increased | 1.7M | 1.9M | +190.3K |
| Trexquant Investment LP | New | 0 | 182.3K | +182.3K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 3.5M | 3.3M | -155.9K |
| National Pension Service | Reduced | 221.1K | 70.1K | -151.1K |
| Caisse de depot et placement du Quebec | Increased | 13.0K | 157.9K | +144.9K |
| Quantinno Capital Management LP | Increased | 82.3K | 222.5K | +140.3K |
| ANCHOR CAPITAL ADVISORS LLC | Reduced | 168.2K | 31.4K | -136.9K |
| MORGAN STANLEY | Increased | 2.0M | 2.1M | +117.7K |
| Assenagon Asset Management S.A. | Reduced | 132.8K | 18.2K | -114.6K |
| NORDEA INVESTMENT MANAGEMENT AB | Increased | 700.5K | 812.2K | +111.7K |
| FRANKLIN RESOURCES INC | Reduced | 244.6K | 134.8K | -109.8K |
| AMERICAN CENTURY COMPANIES INC | Reduced | 140.8K | 31.3K | -109.5K |
| B. Metzler seel. Sohn & Co. AG | Reduced | 160.7K | 53.8K | -106.9K |
| CAPTRUST FINANCIAL ADVISORS | Reduced | 387.6K | 285.2K | -102.4K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Reduced | 427.1K | 330.3K | -96.8K |
| FIRST TRUST ADVISORS LP | Increased | 227.5K | 324.1K | +96.7K |
| GW&K Investment Management, LLC | Reduced | 246.7K | 151.5K | -95.3K |
| OCCUDO QUANTITATIVE STRATEGIES LP | Increased | 19.2K | 113.4K | +94.2K |
| Fenimore Asset Management Inc | Reduced | 348.0K | 254.5K | -93.5K |
| Engineers Gate Manager LP | Reduced | 163.4K | 70.2K | -93.2K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.