BROADRIDGE FINL SOLUTIONS IN (BR)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
Institutions report 108,200,588 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.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| 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 incl. $8.3M options CALL+PUT | 968,428 | 0.05% | 16q | +1.5%+$2.1M |
| CITADEL ADVISORS LLC | $138.5M incl. $14.4M options CALL+PUT | 906,060 | 0.02% | 31q | +291.2%+$103.1M |
| WELLS FARGO & COMPANY/MN | $137.4M | 1,003,473 | 0.02% | 31q | -5.7%-$8.4M |
| 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 | -47.3%-$119.8M |
| DIMENSIONAL FUND ADVISORS LP | $133.7M | 976,493 | 0.02% | 31q | -3.8%-$5.3M |
| YACKTMAN ASSET MANAGEMENT LP | $120.3M | 878,522 | 1.49% | new | NEW |
| PRICE T ROWE ASSOCIATES INC /MD/ | $116.7M | 852,336 | 0.01% | 31q | -28.3%-$46.1M |
| 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 |
| Corient Private Wealth LP | $62.2M | 451,333 | 0.09% | 15q | +13.7%+$7.5M |
| TUDOR INVESTMENT CORP ET AL | $61.2M incl. $342.4K options CALL | 444,687 | 0.09% | 3q | +188.0%+$40.0M |
| ENVESTNET ASSET MANAGEMENT INC | $59.5M | 434,269 | 0.01% | 31q | -15.6%-$11.0M |
| Allianz Asset Management GmbH | $58.1M | 424,311 | 0.05% | 40q | +420.3%+$46.9M |
| 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 |
| SG Americas Securities, LLC | $49.0M | 357,962 | 0.03% | 31q | +14.0%+$6.0M |
| JANE STREET GROUP, LLC | $48.3M incl. $5.6M options CALL+PUT | 311,487 | 0.00% | 14q | +4988.8%+$47.4M |
| LPL Financial LLC | $47.8M incl. $575.2K options CALL | 344,470 | 0.01% | 31q | -2.4%-$1.2M |
| Bahl & Gaynor LLC | $47.6M | 347,841 | 0.22% | 31q | -53.0%-$53.7M |
| HRT FINANCIAL LP | $46.9M | 342,104 | 0.09% | new | NEW |
| 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 incl. $18.8M options CALL+PUT | 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 |
| KBC Group NV | $32.3M | 236,096 | 0.07% | 31q | -1.3%-$418.2K |
| 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 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $26.6M | 194,445 | 0.02% | 31q | -3.7%-$1.0M |
| 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% | 26q | +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 |
| GW&K Investment Management, LLC | $20.7M | 151,453 | 0.16% | 30q | -38.6%-$13.0M |
| 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 |
| Tandem Investment Advisors, Inc. | $19.2M | 139,968 | 1.28% | 3q | -24.4%-$6.2M |
Showing the largest 100 of 1,028 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-10-01 | Carey Thomas P | Corporate VP | Sold | 2,501 | $399.6K |
| 2026-06-04 | Jarkowski Hope M. | Chief Legal Officer | Sold | 1,966 | $304.7K |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 343 | $873.1M | 5,420,014 | 65 | 116 | 95 | 0.0% |
| Q2 2026 | 1,028 | $14.9B | 108,200,588 | 104 | 358 | 401 | 0.4% |
| Q1 2026 | 1,070 | $18.1B | 109,920,501 | 121 | 421 | 309 | 0.2% |
| Q4 2025 | 1,142 | $24.1B | 108,230,275 | 78 | 328 | 414 | 0.1% |
| Q3 2025 | 1,111 | $25.4B | 106,605,182 | 99 | 348 | 361 | 0.3% |
| Q2 2025 | 1,104 | $25.6B | 105,621,559 | 74 | 439 | 338 | 0.1% |
| Q1 2025 | 1,114 | $25.5B | 105,363,159 | 117 | 356 | 370 | 0.2% |
| Q4 2024 | 1,060 | $23.7B | 105,025,689 | 73 | 337 | 303 | 0.1% |
| Q3 2024 | 1,018 | $22.5B | 104,798,981 | 121 | 319 | 325 | 0.2% |
| Q2 2024 | 938 | $21.0B | 106,776,288 | 68 | 327 | 279 | 0.1% |
| Q1 2024 | 945 | $24.2B | 118,193,015 | 84 | 332 | 293 | 0.2% |
| Q4 2023 | 924 | $23.2B | 112,977,963 | 85 | 258 | 317 | 0.2% |
| Q3 2023 | 857 | $18.9B | 105,253,372 | 83 | 249 | 298 | 0.2% |
| Q2 2023 | 820 | $17.7B | 106,470,756 | 73 | 269 | 242 | 0.7% |
| Q1 2023 | 791 | $15.5B | 106,155,324 | 78 | 274 | 236 | 0.1% |
| Q4 2022 | 783 | $13.9B | 103,712,521 | 68 | 238 | 263 | 0.1% |
| Q3 2022 | 774 | $37.3B | 257,916,861 | 77 | 220 | 256 | 0.1% |
| Q2 2022 | 750 | $38.2B | 267,961,052 | 50 | 246 | 242 | 0.0% |
| Q1 2022 | 765 | $43.1B | 277,156,253 | 51 | 256 | 250 | 0.1% |
| Q4 2021 | 813 | $32.8B | 179,520,780 | 60 | 270 | 227 | 0.1% |
| Q3 2021 | 780 | $33.1B | 199,238,027 | 49 | 238 | 239 | 0.1% |
| Q2 2021 | 781 | $29.6B | 183,504,963 | 69 | 261 | 219 | 0.1% |
| Q1 2021 | 765 | $31.5B | 205,791,258 | 55 | 262 | 244 | 0.1% |
| Q4 2020 | 777 | $30.6B | 196,315,107 | 70 | 245 | 246 | 0.1% |
| Q3 2020 | 736 | $33.4B | 252,436,496 | 63 | 210 | 258 | 0.1% |
| Q2 2020 | 719 | $33.6B | 265,674,290 | 79 | 220 | 248 | 0.3% |
| Q1 2020 | 694 | $28.2B | 296,969,284 | 56 | 252 | 222 | 0.3% |
| Q4 2019 | 745 | $32.8B | 265,022,000 | 75 | 238 | 198 | 0.1% |
| Q3 2019 | 688 | $32.1B | 257,763,106 | 64 | 186 | 238 | 0.1% |
| Q2 2019 | 693 | $30.4B | 229,839,002 | 64 | 196 | 259 | 0.2% |
| Q1 2019 | 701 | $23.0B | 224,829,072 | 67 | 246 | 213 | 0.2% |
| Q4 2018 | 708 | $24.2B | 255,301,693 | 10 | 11 | 14 | 0.1% |
