Broadridge Financial Solutions Inc (BR) Ownership

226.01 ↑1.83 (0.82%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Broadridge Financial Solutions Inc (BR), owning a total of 14.2 million shares. Combined, the top 31 institutional holders of BR own 72.94% of the company with a total of 85.4 million shares.

In the latest ownership report on September 30th 2024, the top 31 institutional holders decreased their combined ownership of BR by 9.8 million shares. 6 institutions bought 204,908 total additional shares and increased their ownership by an average of 1.99%. However 13 institutions sold 9,992,119 total shares and decreased their ownership by an average of 12.6%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Broadridge Financial Solutions decreased by a net total of -9,787,211 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	12.165%	-0.455%	14,220,092	-64,994	2024-09-30
Morgan Stanley - Brokerage Accounts	4.576%	-53.212%	5,349,289	-6,083,659	2024-09-30
State Street Corp	4.433%	1.003%	5,181,715	51,439	2024-09-30
HHG PLC	2.769%	-1.563%	3,236,793	-51,403	2024-09-30
Geode Capital Management, LLC	2.566%	0.510%	2,999,874	15,208	2024-09-30
Apg All Pensions Group	2.364%	-30.808%	2,762,786	-1,230,159	2024-09-30
Capital Research & Mgmt Co - Division 3	2.354%	-18.978%	2,751,609	-644,501	2024-09-30
T. Rowe Price Investment Management,Inc.	2.278%	-0.692%	2,663,099	-18,557	2024-09-30
T. Rowe Price Associates, Inc.	2.031%	-40.992%	2,373,761	-1,649,032	2024-09-30
Jensen Investment Management	1.406%	-5.469%	1,643,215	-95,065	2024-09-30
Barclays PLC	1.376%	-3.251%	1,608,021	-54,032	2024-09-30
Mitsubishi UFJ Asset Management Co.,Ltd	1.374%	2.794%	1,606,228	43,663	2024-09-30
Stifel Financial Corp	1.364%	0.366%	1,594,415	5,813	2024-09-30
Amvescap Plc.	1.203%	4.393%	1,405,931	59,164	2024-09-30
Northern Trust Corp	1.104%	-2.191%	1,290,460	-28,902	2024-09-30
Wells Fargo & Co	1.036%	-2.641%	1,210,595	-32,836	2024-09-30
Bahl & Gaynor Inc.	0.941%	-0.769%	1,100,341	-8,526	2024-09-30
Veritas Investment Partners (UK) Ltd.	0.923%	-2.747%	1,078,269	-30,453	2024-09-30
Legal & General Group PLC	0.900%	2.897%	1,052,077	29,621	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	12.165%	-0.455%	14,220,092	-64,994	2024-09-30
BlackRock Inc	8.663%	4.149%	10,126,533	403,415	2024-06-30
Morgan Stanley - Brokerage Accounts	4.576%	-53.212%	5,349,289	-6,083,659	2024-09-30
State Street Corp	4.433%	1.003%	5,181,715	51,439	2024-09-30
State Street Corporation	4.185%	1.442%	4,883,805	69,420	2024-03-31
APG Asset Management	3.285%	-4.006%	3,875,056	-161,697	2022-12-31
HHG PLC	2.769%	-1.563%	3,236,793	-51,403	2024-09-30
Geode Capital Management, LLC	2.566%	0.510%	2,999,874	15,208	2024-09-30
Baillie Gifford & Co Limited.	2.380%	-5.616%	2,803,441	-166,813	2023-12-31
Apg All Pensions Group	2.364%	-30.808%	2,762,786	-1,230,159	2024-09-30
Capital Research & Mgmt Co - Division 3	2.354%	-18.978%	2,751,609	-644,501	2024-09-30
T. Rowe Price Investment Management,Inc.	2.278%	-0.692%	2,663,099	-18,557	2024-09-30
T. Rowe Price Associates, Inc.	2.031%	-40.992%	2,373,761	-1,649,032	2024-09-30
Jensen Investment Management	1.406%	-5.469%	1,643,215	-95,065	2024-09-30
Barclays PLC	1.376%	-3.251%	1,608,021	-54,032	2024-09-30
Mitsubishi UFJ Asset Management Co.,Ltd	1.374%	2.794%	1,606,228	43,663	2024-09-30
Stifel Financial Corp	1.364%	0.366%	1,594,415	5,813	2024-09-30
Amvescap Plc.	1.203%	4.393%	1,405,931	59,164	2024-09-30
Northern Trust Corp	1.104%	-2.191%	1,290,460	-28,902	2024-09-30
Mitsubishi UFJ Kokusai Asst Mgmt Co.,Ltd	1.033%	3.389%	1,220,151	39,995	2023-06-30
Wells Fargo & Co	1.036%	-2.641%	1,210,595	-32,836	2024-09-30
Atlanta Capital Management Company,LLC	1.024%	13.136%	1,205,344	139,947	2022-09-30
Franklin Resources Inc	0.983%	2.054%	1,156,147	23,272	2023-06-30
Bahl & Gaynor Inc.	0.941%	-0.769%	1,100,341	-8,526	2024-09-30
Bank of New York Mellon Corp	0.916%	-2.072%	1,079,124	-22,836	2023-09-30
Veritas Investment Partners (UK) Ltd.	0.923%	-2.747%	1,078,269	-30,453	2024-09-30
Parnassus Investments, LLC	0.894%	0.000%	1,052,293	0	2023-09-30
Legal & General Group PLC	0.900%	2.897%	1,052,077	29,621	2024-09-30
Macquarie Group Ltd	0.854%	-2.023%	1,007,351	-20,799	2023-12-31
TD Asset Management Inc	0.778%	16.614%	915,226	130,395	2022-12-31
TD Global Investment Solutions	0.778%	16.614%	915,226	130,395	2022-12-31

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Broadridge Financial Solutions Inc (BR), owning a total of 3.7 million shares. Combined, the top 32 mutual fund holders of BR own 42.47% of the company with a total of 49.8 million shares.

In the latest ownership report on November 30th 2024, the top 32 fund holders increased their combined ownership of BR by 30 thousand shares. 1 funds bought 8,556 total additional shares and increased their ownership by an average of 0.60%. However 1 funds sold 39,000 total shares and decreased their ownership by an average of 3.03%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Broadridge Financial Solutions decreased by a net total of -30,444 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
SPDR® S&P 500® ETF Trust	1.235%	0.596%	1,443,068	8,556	2024-11-30
iShares Core S&P 500 ETF	1.128%	0.000%	1,319,027	0	2024-11-30
Jensen Quality Growth J	1.067%	-3.033%	1,247,000	-39,000	2024-11-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.160%	-0.353%	3,693,163	-13,078	2024-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr	3.105%	1.962%	3,652,523	70,291	2023-03-31
Vanguard Institutional 500 Index Trust	2.646%	1.181%	3,093,078	36,113	2024-10-31
Vanguard 500 Index Investor	2.405%	0.582%	2,840,888	16,439	2023-08-31
Vanguard Mid Cap Index Institutional	2.118%	0.182%	2,476,145	4,499	2024-10-31
Janus Henderson Enterprise D	1.527%	0.000%	1,784,760	0	2024-09-30
Janus Inst Mid Cap Growth CF	1.527%	0.000%	1,784,760	0	2024-09-30
MS INVF Global Brands A USD	1.319%	-1.923%	1,542,068	-30,232	2024-06-30
MS INVF Global Brands A	1.259%	-1.480%	1,471,196	-22,097	2024-09-30
Morgan Stanley Glbl Franchise	1.259%	-4.596%	1,471,196	-70,872	2024-09-30
iShares MSCI USA Min Vol Factor ETF	1.225%	0.075%	1,445,133	1,086	2023-04-28
SPDR® S&P 500® ETF Trust	1.235%	0.596%	1,443,068	8,556	2024-11-30
Fidelity 500 Index	1.225%	-0.164%	1,432,360	-2,351	2024-10-31
SPDR® S&P 500 ETF Trust	1.191%	0.701%	1,406,941	9,800	2024-05-30
Fidelity® 500 Index	1.170%	0.640%	1,376,395	8,759	2023-11-30
Vanguard Growth Index Investor	1.175%	0.636%	1,373,731	8,677	2024-10-31
T. Rowe Price US Dividend Growth Eq SMA	1.144%	880,597.000%	1,347,466	1,347,313	2023-12-31
iShares Core S&P 500 ETF	1.128%	0.000%	1,319,027	0	2024-11-30
T. Rowe Price US Mid-Cap Growth Equity	1.102%	-0.271%	1,288,400	-3,500	2024-09-30
T. Rowe Price Mid-Cap Growth	1.101%	-0.101%	1,287,100	-1,300	2024-10-31
Jensen Quality Growth J	1.067%	-3.033%	1,247,000	-39,000	2024-11-30
T. Rowe Price Dividend Growth	1.050%	0.000%	1,227,666	0	2024-10-31
T. Rowe Price US Dividend Growth Eq Comp	1.050%	-8.891%	1,227,666	-119,800	2024-09-30
American Funds Capital Income Bldr A	1.012%	0.000%	1,182,315	0	2024-09-30
Capital Group American Mutual Comp	0.983%	-0.071%	1,148,864	-813	2024-06-30
American Funds American Mutual A	0.983%	-0.071%	1,148,864	-813	2024-06-30
Parnassus Mid-Cap	0.800%	0.000%	940,763	0	2023-10-31
Eaton Vance Atlanta Capital SMID-Cap I	0.767%	0.000%	896,545	0	2024-07-31
Vanguard Mid-Cap Growth ETF	0.705%	0.264%	824,059	2,168	2024-10-31
Vanguard Institutional Index I	0.696%	-0.070%	818,774	-570	2023-02-28
Capital Group Wash Mutual Invtrs Comp	0.671%	0.000%	783,768	0	2024-09-30
American Funds Washington Mutual A	0.671%	0.000%	783,768	0	2024-09-30