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BR — BROADRIDGE FINL SOLUTIONS IN

Reported value held$10.25B
Funds holding (latest)47
SectorConsumer Discretionary

Index member: S&P 500

Funds holding (Q2 2026)41
Institutional value$5.88B · 43.83M sh
New / Add / Cut / Exit3 / 25 / 13 / 1
Top-5 / Top-10 concentration51.1% / 70.7%
Institutional holdings change Accumulating +9.0% (+3.62M sh)
Institutional value change Down -7.2%

As of Q2 2026, 41 SEC-registered investment managers reported holding BR (BROADRIDGE FINL SOLUTIONS IN) in their latest 13F filings, with a combined reported value of $5.88B across 43.83M shares. That is +9.0% by share count (+3.62M shares) versus the previous quarter, while reported value moved -7.2%. Ownership is concentrated: the five largest holders account for 51.1% of reported value and the top ten for 70.7%.

Compared with the prior quarter, 3 opened new positions, 25 added to existing stakes, 13 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

BR is a constituent of the S&P 500 and is classified in the Consumer Discretionary sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Vanguard Group history Q4 2025 15.05M $3.36B 0.05% Reduce
BlackRock Inc history Q2 2026 10.76M $1.47B 0.02% Reduce
Baillie Gifford & Co history Q4 2023 2.80M $576.81M 0.46% Reduce
Charles Schwab Investment Management history Q2 2026 3.70M $506.69M 0.07% Add
Geode Capital Management history Q2 2026 3.31M $451.51M 0.02% Reduce
Janus Henderson Group history Q1 2026 2.48M $403.63M 0.20% Reduce
Morgan Stanley history Q2 2026 2.14M $293.63M 0.02% Add
Invesco Ltd history Q2 2026 2.03M $278.25M 0.02% Add
Northern Trust Corp history Q2 2026 1.86M $255.01M 0.03% Add
Norges Bank Investment Management history Q2 2026 1.77M $242.81M 0.02% Add
AQR Capital Management history Q2 2026 1.69M $228.96M 0.08% Add
Goldman Sachs Group history Q2 2026 1.61M $220.46M 0.02% Reduce
Two Sigma Investments history Q2 2026 1.50M $204.75M 0.16% Add
UBS Group AG history Q2 2026 1.45M $198.03M 0.03% Add
Manulife Financial history Q2 2026 1.45M $197.92M 0.16% Add
Fidelity International (FIL) history Q2 2026 1.14M $156.76M 0.11% Add
Millennium Management history Q2 2026 1.03M $140.95M 0.05% Add
Citadel Advisors history Q2 2026 1.01M $138.52M 0.02% Add
Wells Fargo & Co history Q2 2026 1.00M $137.43M 0.02% Reduce
Amundi US history Q2 2026 771.69K $105.68M 0.03% Reduce

View all 47 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 10.26M 10.53M 10.55M 10.51M 10.41M 10.52M 11.01M 10.76M
Charles Schwab Investment Management 531.25K 550.55K 569.01K 576.51K 595.21K 609.42K 615.95K 616.71K 626.91K 634.26K 645.98K 662.62K 661.41K 684.79K 694.63K 704.85K 708.09K 710.61K 3.38M 3.70M
Geode Capital Management 2.16M 2.20M 2.28M 2.35M 2.42M 2.48M 2.52M 2.50M 2.55M 2.61M 2.86M 2.98M 3.00M 3.04M 3.16M 3.29M 3.34M 3.35M 3.47M 3.31M
Morgan Stanley 1.12M 3.35M 4.46M 4.94M 5.00M 7.04M 6.78M 6.90M 5.95M 6.19M 6.02M 5.72M 5.35M 5.16M 5.09M 5.06M 4.50M 4.07M 2.03M 2.14M
Invesco Ltd 1.25M 1.29M 928.89K 872.11K 833.83K 912.68K 776.16K 774.20K 751.07K 876.33K 1.20M 1.35M 1.41M 1.46M 1.43M 1.47M 1.43M 1.55M 2.02M 2.03M
Northern Trust Corp 1.31M 1.37M 1.35M 1.30M 1.28M 1.45M 1.41M 1.25M 1.32M 1.24M 1.29M 1.32M 1.29M 1.60M 1.57M 1.61M 1.71M 1.67M 1.80M 1.86M
Norges Bank Investment Management — — — — — 63.76K — — — 328.58K — 447.23K — 472.84K — 509.45K — 1.55M — 1.77M
AQR Capital Management 52.61K 33.57K 33.41K 19.23K 16.73K 16.90K 15.11K 22.50K 18.46K 33.93K 57.18K 65.71K 249.57K 293.44K 211.10K 264.08K 279.45K 337.24K 1.62M 1.69M
Goldman Sachs Group 279.93K 392.96K 352.98K 398.22K 489.42K 397.61K 382.97K 314.89K 385.18K 472.03K 642.40K 694.14K 699.26K 838.73K 726.59K 838.33K 779.50K 940.02K 1.66M 1.61M
Two Sigma Investments 18.05K 48.90K — — — — 28.07K — — — — — 128.56K 1.24K 842 7.59K 11.11K 54.58K 362.60K 1.50M
UBS Group AG 199.06K 198.91K 140.68K 102.23K 92.04K 158.00K 132.86K 199.28K 172.30K 186.44K 290.58K 263.29K 348.77K 415.98K 577.82K 416.59K 514.78K 472.38K 823.15K 1.45M
Manulife Financial 105.75K 86.80K 88.24K 79.75K 88.05K 86.64K 87.07K 84.12K 81.69K 80.32K 71.05K 71.57K 70.76K 70.00K 68.25K 66.38K 67.12K 66.41K 386.44K 1.45M
Fidelity International (FIL) 126.56K 126.56K 146.44K 144.15K 90.46K 90.46K 90.46K 120.46K 55.46K 55.46K 45.46K — — — — — — — 827 1.14M
Millennium Management 17.03K 15.66K 10.89K — 171.75K 13.04K 368.86K 435.43K 120.56K 483.37K 522.92K 137.49K 252.25K 383.76K 129.47K 332.14K 10.31K 296.10K 1.01M 1.03M
Citadel Advisors 19.90K 80.19K 144.77K 73.23K 155.09K 536.09K 67.42K 300.59K 64.06K 180.25K 114.44K 33.52K 100.24K 177.46K 342.06K 71.79K 134.37K 498.44K 297.98K 1.01M
Wells Fargo & Co 1.58M 100 1.50M 1.39M 1.38M 1.36M 1.43M 1.40M 1.29M 1.24M 1.30M 1.24M 1.21M 1.20M 1.19M 1.23M 1.17M 1.09M 1.06M 1.00M
Amundi US 539.77K 591.29K 572.22K 580.80K 394.60K 332.04K 416.93K 267.49K 300.20K 431.30K 499.16K 481.94K 903.06K 728.34K 663.26K 752.49K 605.54K 632.43K 1.06M 771.69K
BNY Mellon 1.10M 1.09M 1.08M 1.13M 1.13M 1.13M 1.11M 1.10M 1.08M 937.92K 911.23K 902.82K 876.02K 896.72K 870.05K 831.74K 846.78K 799.34K 794.28K 742.88K
Legal & General Investment Management America 1.08M 1.04M 996.27K 969.05K 861.45K 835.55K 843.74K 846.53K 809.89K 971.99K 998.89K 1.02M 1.05M 949.32K 1.09M 1.08M 962.06K 855.61K 811.31K 724.14K
JPMorgan Chase & Co 347.45K 293.97K 324.89K 313.11K 280.08K 277.14K 311.69K 346.44K 392.90K 367.54K 669.48K 685.98K 423.71K 497.75K 617.72K 625.90K 918.70K 1.40M — 673.44K

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