BROADRIDGE FINL SOLUTIONS IN (BR)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
963
Reporting holders
$15.1B
Reported value
95.6%
Of shares outstanding
0.4%
Held as options
-39
Holder change
Institutions report 108,950,959 shares against 114,021,798 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $1.5B | 10,762,454 | 0.02% | 8q | -2.2%-$33.3M |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.0B | 7,554,630 | 0.02% | 2q | -0.5%-$5.2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $835.4M | 6,099,941 | 0.04% | 2q | -4.1%-$36.1M |
| STATE STREET CORP | $787.8M | 5,713,387 | 0.02% | 31q | +3.7%+$28.4M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $506.7M | 3,699,796 | 0.07% | 31q | +9.6%+$44.4M |
| Sixth Street Partners Management Company, L.P. | $506.7M | 3,699,796 | 0.07% | new | NEW |
| GEODE CAPITAL MANAGEMENT, LLC | $451.5M | 3,309,239 | 0.02% | 31q | -4.5%-$21.3M |
| ALLIANCEBERNSTEIN L.P. | $400.6M | 2,465,416 | 0.13% | 31q | -33.6%-$202.8M |
| MORGAN STANLEY | $293.6M | 2,144,060 | 0.02% | 35q | +5.8%+$16.1M |
| Invesco Ltd. | $278.3M | 2,031,771 | 0.02% | 31q | +0.7%+$1.8M |
| Jupiter Topco LLC | $261.9M | 1,912,032 | 0.11% | new | FIRST |
| VAN ECK ASSOCIATES CORP | $256.9M | 1,875,684 | 0.16% | 9q | +11.3%+$26.1M |
| NORTHERN TRUST CORP | $255.0M | 1,862,049 | 0.03% | 31q | +3.7%+$9.2M |
| BARCLAYS PLC | $249.7M | 1,823,639 | 0.05% | 31q | -13.1%-$37.7M |
| NORGES BANK | $242.8M | 1,773,005 | 0.02% | 32q | +14.3%+$30.3M |
| AQR CAPITAL MANAGEMENT LLC | $229.0M | 1,686,647 | 0.08% | 31q | +4.1%+$9.0M |
| GOLDMAN SACHS GROUP INC | $220.5M | 1,609,757 | 0.02% | 31q | -3.3%-$7.5M |
| TWO SIGMA INVESTMENTS, LP | $204.7M | 1,495,045 | 0.15% | 8q | +312.3%+$155.1M |
| UBS Group AG | $198.0M | 1,445,992 | 0.03% | 31q | +75.7%+$85.3M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $197.9M | 1,445,207 | 0.15% | 31q | +274.0%+$145.0M |
| STIFEL FINANCIAL CORP | $197.6M | 1,442,502 | 0.16% | 31q | +1.0%+$2.0M |
| Qube Research & Technologies Ltd | $179.8M | 1,313,142 | 0.17% | 10q | +152.2%+$108.5M |
| FIL Ltd | $156.8M | 1,144,647 | 0.11% | 2q | +138309.6%+$156.6M |
| MILLENNIUM MANAGEMENT LLC | $141.0M | 968,428 | 0.05% | 16q | +1.5%+$2.1M |
| CITADEL ADVISORS LLC | $138.5M | 906,060 | 0.02% | 31q | +291.2%+$103.1M |
| WELLS FARGO & COMPANY/MN | $137.4M | 1,003,473 | 0.02% | 31q | -52.9%-$154.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $135.7M | 990,972 | 0.02% | 31q | -4.1%-$5.8M |
| AMERIPRISE FINANCIAL INC | $133.7M | 976,633 | 0.03% | 31q | -73.6%-$373.3M |
| DIMENSIONAL FUND ADVISORS LP | $133.7M | 976,493 | 0.02% | 31q | -3.8%-$5.3M |
| Corient Private Wealth LP | $126.0M | 914,132 | 0.08% | 15q | +130.2%+$71.3M |
| YACKTMAN ASSET MANAGEMENT LP | $120.3M | 878,522 | 1.49% | new | NEW |
| NORDEA INVESTMENT MANAGEMENT AB | $109.3M | 812,172 | 0.09% | 31q | +15.9%+$15.0M |
| Amundi | $105.7M | 771,688 | 0.03% | 21q | -27.1%-$39.4M |
| Bank of New York Mellon Corp | $101.7M | 742,884 | 0.02% | 31q | -6.5%-$7.0M |
| Legal & General Group Plc | $99.2M | 724,145 | 0.02% | 31q | -10.7%-$11.9M |
| Vinva Investment Management Ltd | $93.0M | 681,960 | 0.62% | 11q | +182.6%+$60.1M |
| JPMORGAN CHASE & CO | $91.2M | 673,443 | 0.01% | 31q | -55.5%-$113.9M |
| VANGUARD FIDUCIARY TRUST CO | $88.9M | 649,062 | 0.02% | 2q | -3.4%-$3.1M |
| DEUTSCHE BANK AG\ | $84.5M | 617,350 | 0.02% | 34q | +9.0%+$7.0M |
| VICTORY CAPITAL MANAGEMENT INC | $82.9M | 605,505 | 0.05% | 31q | +278.7%+$61.0M |
| BANK OF AMERICA CORP /DE/ | $80.3M | 586,067 | 0.01% | 31q | +3.1%+$2.4M |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $71.7M | 523,341 | 1.12% | 31q | -2.1%-$1.5M |
| TUDOR INVESTMENT CORP ET AL | $61.2M | 444,687 | 0.09% | 3q | +188.0%+$40.0M |
| ENVESTNET ASSET MANAGEMENT INC | $59.5M | 434,269 | 0.01% | 31q | -15.6%-$11.0M |
| CIBC Bancorp USA Inc. | $56.4M | 411,094 | 0.07% | 3q | -10.1%-$6.3M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $55.5M | 405,401 | 0.08% | 3q | -33.3%-$27.8M |
| JENSEN INVESTMENT MANAGEMENT INC | $52.1M | 380,126 | 1.26% | 31q | -55.6%-$65.1M |
| BANK OF NOVA SCOTIA | $51.9M | 378,849 | 0.08% | 31q | +1988.2%+$49.4M |
| JANE STREET GROUP, LLC | $48.3M | 311,487 | 0.00% | 14q | +4988.8%+$47.4M |
| LPL Financial LLC | $47.8M | 344,470 | 0.01% | 31q | -2.4%-$1.2M |
| Bahl & Gaynor LLC | $47.6M | 347,841 | 0.22% | 31q | -53.0%-$53.7M |
| Nuveen, LLC | $46.2M | 337,695 | 0.01% | 6q | -11.6%-$6.1M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $45.2M | 330,303 | 0.05% | 31q | -22.7%-$13.3M |
| Swiss National Bank | $45.1M | 329,200 | 0.02% | 31q | -3.9%-$1.8M |
| FIRST TRUST ADVISORS LP | $44.4M | 324,135 | 0.03% | 31q | +42.5%+$13.2M |
| EARNEST PARTNERS LLC | $43.8M | 320,022 | 0.16% | 31q | +7.4%+$3.0M |
| HSBC HOLDINGS PLC | $43.7M | 320,026 | 0.02% | 31q | +24.8%+$8.7M |
| SCHWARTZ INVESTMENT COUNSEL INC | $43.2M | 315,630 | 1.43% | 31q | HELD |
| Baird Financial Group, Inc. | $41.4M | 302,218 | 0.06% | 31q | -8.6%-$3.9M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $40.5M | 295,742 | 0.17% | 2q | +185.4%+$26.3M |
| RAYMOND JAMES FINANCIAL INC | $40.1M | 292,633 | 0.01% | 7q | -21.0%-$10.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $39.9M | 291,186 | 0.02% | 31q | -70.4%-$95.0M |
| CAPTRUST FINANCIAL ADVISORS | $39.1M | 285,243 | 0.06% | 31q | -26.4%-$14.0M |
| Man Group plc | $36.0M | 263,109 | 0.06% | 31q | -6.0%-$2.3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $35.6M | 122,657 | 0.00% | 31q | +101.1%+$17.9M |
| VANGUARD ASSET MANAGEMENT, Ltd | $35.1M | 256,151 | 0.02% | 2q | +10.3%+$3.3M |
| Fenimore Asset Management Inc | $34.8M | 254,452 | 0.72% | 31q | -26.9%-$12.8M |
| Vanguard Global Advisers, LLC | $34.2M | 249,752 | 0.02% | 2q | -2.4%-$853.1K |
| Sumitomo Mitsui Trust Group, Inc. | $34.1M | 248,930 | 0.02% | 31q | -1.5%-$536.2K |
| CANADA PENSION PLAN INVESTMENT BOARD | $33.5M | 244,906 | 0.02% | 31q | -46.0%-$28.6M |
| RHUMBLINE ADVISERS | $32.9M | 240,323 | 0.02% | 31q | -7.2%-$2.6M |
| BROWN BROTHERS HARRIMAN & CO | $32.1M | 234,286 | 0.14% | 31q | +41.6%+$9.4M |
| California Public Employees Retirement System | $31.7M | 231,329 | 0.02% | 31q | -15.5%-$5.8M |
| Quantinno Capital Management LP | $30.5M | 222,519 | 0.04% | 12q | +170.5%+$19.2M |
| BNP PARIBAS FINANCIAL MARKETS | $30.2M | 220,621 | 0.01% | 31q | -9.2%-$3.0M |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | $30.2M | 220,545 | 0.29% | 31q | -12.8%-$4.4M |
| Pictet Asset Management Holding SA | $30.0M | 218,699 | 0.03% | 12q | +32.8%+$7.4M |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $28.7M | 209,893 | 0.08% | 31q | +8.4%+$2.2M |
| Russell Investments Group, Ltd. | $27.7M | 202,741 | 0.02% | 31q | +13.7%+$3.3M |
| Trexquant Investment LP | $25.0M | 182,250 | 0.15% | new | NEW |
| FMR LLC | $24.0M | 175,015 | 0.00% | 31q | +9.2%+$2.0M |
| ROYAL BANK OF CANADA | $23.7M | 172,738 | 0.00% | 31q | -28.1%-$9.3M |
| Gotham Asset Management, LLC | $23.5M | 171,724 | 0.05% | 16q | +65.9%+$9.3M |
| CITIGROUP INC | $23.3M | 169,988 | 0.01% | 31q | +19.3%+$3.8M |
| DEARBORN PARTNERS LLC | $22.9M | 151,678 | 0.63% | 31q | +84.8%+$10.5M |
| STOREBRAND ASSET MANAGEMENT AS | $22.3M | 162,652 | 0.05% | 3q | +75.9%+$9.6M |
| Caisse de depot et placement du Quebec | $21.6M | 157,914 | 0.03% | 3q | +1112.6%+$19.8M |
| PRINCIPAL FINANCIAL GROUP INC | $21.5M | 157,275 | 0.01% | 31q | +4.7%+$958.0K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $21.5M | 157,002 | 0.04% | 31q | +34.9%+$5.6M |
| EP Wealth Advisors, LLC | $20.9M | 152,268 | 0.08% | 14q | +36.0%+$5.5M |
| BENJAMIN EDWARDS INC | $20.4M | 149,110 | 0.19% | 30q | -11.8%-$2.7M |
| CAPITAL FUND MANAGEMENT S.A. | $19.5M | 142,415 | 0.09% | 2q | +168.0%+$12.2M |
| ASR Vermogensbeheer N.V. | $19.5M | 142,092 | 0.20% | 6q | -10.8%-$2.3M |
| Allianz Asset Management GmbH | $19.2M | 127,787 | 0.02% | 40q | +56.7%+$6.9M |
| Tandem Investment Advisors, Inc. | $19.2M | 139,968 | 1.28% | 3q | -24.4%-$6.2M |
| Squarepoint Ops LLC | $19.1M | 139,172 | 0.02% | 21q | +97.7%+$9.4M |
| ZACKS INVESTMENT MANAGEMENT | $18.9M | 137,650 | 0.13% | 7q | -1.2%-$236.2K |
| FRANKLIN RESOURCES INC | $18.5M | 134,756 | 0.00% | 31q | -44.9%-$15.0M |
| BANK OF MONTREAL /CAN/ | $18.3M | 133,558 | 0.01% | 31q | +11.9%+$1.9M |
| Mirae Asset Global Investments Co., Ltd. | $17.2M | 125,570 | 0.03% | 18q | -41.7%-$12.3M |
Showing the largest 100 of 1,016 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 963 | $15.1B | 108,950,959 | 99 | 343 | 367 | 0.4% |
| Q1 2026 | 1,002 | $17.7B | 107,092,619 | 117 | 392 | 290 | 0.2% |
| Q4 2025 | 1,066 | $22.4B | 100,356,428 | 76 | 313 | 385 | 0.1% |
| Q3 2025 | 1,034 | $23.7B | 99,692,088 | 89 | 325 | 338 | 0.3% |
| Q2 2025 | 1,029 | $23.8B | 98,135,512 | 71 | 410 | 316 | 0.1% |
| Q1 2025 | 1,025 | $23.7B | 97,792,077 | 112 | 328 | 338 | 0.2% |
| Q4 2024 | 969 | $21.9B | 96,957,543 | 70 | 313 | 273 | 0.1% |
| Q3 2024 | 923 | $21.0B | 97,674,679 | 114 | 291 | 290 | 0.2% |
| Q2 2024 | 840 | $19.2B | 97,517,806 | 61 | 296 | 247 | 0.1% |
| Q1 2024 | 835 | $22.2B | 108,663,881 | 74 | 288 | 268 | 0.2% |
| Q4 2023 | 812 | $21.3B | 103,551,136 | 74 | 223 | 282 | 0.2% |
| Q3 2023 | 749 | $17.3B | 96,189,921 | 73 | 225 | 256 | 0.2% |
| Q2 2023 | 707 | $16.0B | 96,550,062 | 66 | 233 | 205 | 0.7% |
| Q1 2023 | 665 | $14.1B | 96,430,805 | 68 | 226 | 203 | 0.1% |
| Q4 2022 | 600 | $11.3B | 84,669,187 | 59 | 181 | 198 | 0.2% |
| Q3 2022 | 789 | $15.4B | 106,116,552 | 79 | 226 | 261 | 0.2% |
| Q2 2022 | 761 | $14.6B | 102,569,866 | 50 | 249 | 250 | 0.1% |
| Q1 2022 | 773 | $15.8B | 101,975,674 | 51 | 263 | 250 | 0.1% |
| Q4 2021 | 820 | $19.0B | 104,118,080 | 60 | 272 | 230 | 0.2% |
| Q3 2021 | 786 | $16.9B | 102,072,315 | 50 | 240 | 241 | 0.1% |
| Q2 2021 | 786 | $16.5B | 102,374,624 | 67 | 264 | 219 | 0.2% |
| Q1 2021 | 775 | $15.5B | 101,368,350 | 57 | 262 | 247 | 0.2% |
| Q4 2020 | 784 | $15.9B | 100,417,795 | 70 | 249 | 248 | 0.3% |
| Q3 2020 | 741 | $13.2B | 99,478,196 | 63 | 212 | 260 | 0.2% |
| Q2 2020 | 723 | $12.8B | 100,500,608 | 79 | 220 | 250 | 0.9% |
| Q1 2020 | 696 | $9.5B | 99,740,154 | 57 | 255 | 222 | 0.9% |
| Q4 2019 | 751 | $12.5B | 100,932,998 | 76 | 238 | 200 | 0.2% |
| Q3 2019 | 692 | $12.5B | 100,432,639 | 64 | 188 | 238 | 0.2% |
| Q2 2019 | 699 | $14.2B | 103,314,848 | 65 | 195 | 263 | 0.5% |
| Q1 2019 | 705 | $10.3B | 98,958,019 | 67 | 246 | 216 | 0.4% |
| Q4 2018 | 711 | $9.7B | 100,770,188 | 10 | 12 | 14 | 0.3% |