Broadridge Financial Solutions Inc (BR) Ownership

240.03 ↑0.00 (0.00%)
As of December 31, 1969, 7:00pm EST.

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 73.05% of the company with a total of 85.5 million shares.

In the latest ownership report on September 30th 2024, the top 31 institutional holders decreased their combined ownership of BR by 9.7 million shares. 7 institutions bought 340,691 total additional shares and increased their ownership by an average of 1.90%. 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 -9,651,428 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc12.165%-0.455%14,220,092-64,9942024-09-30
BlackRock Inc8.780%1.341%10,262,316135,7832024-09-30
Morgan Stanley - Brokerage Accounts4.576%-53.212%5,349,289-6,083,6592024-09-30
State Street Corp4.433%1.003%5,181,71551,4392024-09-30
HHG PLC2.769%-1.563%3,236,793-51,4032024-09-30
Geode Capital Management, LLC2.566%0.510%2,999,87415,2082024-09-30
Apg All Pensions Group2.364%-30.808%2,762,786-1,230,1592024-09-30
Capital Research & Mgmt Co - Division 32.354%-18.978%2,751,609-644,5012024-09-30
T. Rowe Price Investment Management,Inc.2.278%-0.692%2,663,099-18,5572024-09-30
T. Rowe Price Associates, Inc.2.031%-40.992%2,373,761-1,649,0322024-09-30
Jensen Investment Management1.406%-5.469%1,643,215-95,0652024-09-30
Barclays PLC1.376%-3.251%1,608,021-54,0322024-09-30
Mitsubishi UFJ Asset Management Co.,Ltd1.374%2.794%1,606,22843,6632024-09-30
Stifel Financial Corp1.364%0.366%1,594,4155,8132024-09-30
Amvescap Plc.1.203%4.393%1,405,93159,1642024-09-30
Northern Trust Corp1.104%-2.191%1,290,460-28,9022024-09-30
Wells Fargo & Co1.036%-2.641%1,210,595-32,8362024-09-30
Bahl & Gaynor Inc.0.941%-0.769%1,100,341-8,5262024-09-30
Veritas Investment Partners (UK) Ltd.0.923%-2.747%1,078,269-30,4532024-09-30
Legal & General Group PLC0.900%2.897%1,052,07729,6212024-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc12.165%-0.455%14,220,092-64,9942024-09-30
BlackRock Inc8.780%1.341%10,262,316135,7832024-09-30
Morgan Stanley - Brokerage Accounts4.576%-53.212%5,349,289-6,083,6592024-09-30
State Street Corp4.433%1.003%5,181,71551,4392024-09-30
State Street Corporation4.185%1.442%4,883,80569,4202024-03-31
APG Asset Management3.285%-4.006%3,875,056-161,6972022-12-31
HHG PLC2.769%-1.563%3,236,793-51,4032024-09-30
Geode Capital Management, LLC2.566%0.510%2,999,87415,2082024-09-30
Baillie Gifford & Co Limited.2.380%-5.616%2,803,441-166,8132023-12-31
Apg All Pensions Group2.364%-30.808%2,762,786-1,230,1592024-09-30
Capital Research & Mgmt Co - Division 32.354%-18.978%2,751,609-644,5012024-09-30
T. Rowe Price Investment Management,Inc.2.278%-0.692%2,663,099-18,5572024-09-30
T. Rowe Price Associates, Inc.2.031%-40.992%2,373,761-1,649,0322024-09-30
Jensen Investment Management1.406%-5.469%1,643,215-95,0652024-09-30
Barclays PLC1.376%-3.251%1,608,021-54,0322024-09-30
Mitsubishi UFJ Asset Management Co.,Ltd1.374%2.794%1,606,22843,6632024-09-30
Stifel Financial Corp1.364%0.366%1,594,4155,8132024-09-30
Amvescap Plc.1.203%4.393%1,405,93159,1642024-09-30
Northern Trust Corp1.104%-2.191%1,290,460-28,9022024-09-30
Mitsubishi UFJ Kokusai Asst Mgmt Co.,Ltd1.033%3.389%1,220,15139,9952023-06-30
Wells Fargo & Co1.036%-2.641%1,210,595-32,8362024-09-30
Atlanta Capital Management Company,LLC1.024%13.136%1,205,344139,9472022-09-30
Franklin Resources Inc0.983%2.054%1,156,14723,2722023-06-30
Bahl & Gaynor Inc.0.941%-0.769%1,100,341-8,5262024-09-30
Bank of New York Mellon Corp0.916%-2.072%1,079,124-22,8362023-09-30
Veritas Investment Partners (UK) Ltd.0.923%-2.747%1,078,269-30,4532024-09-30
Parnassus Investments, LLC0.894%0.000%1,052,29302023-09-30
Legal & General Group PLC0.900%2.897%1,052,07729,6212024-09-30
Macquarie Group Ltd0.854%-2.023%1,007,351-20,7992023-12-31
TD Global Investment Solutions0.778%16.614%915,226130,3952022-12-31
TD Asset Management Inc0.778%16.614%915,226130,3952022-12-31

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 33 mutual fund holders of BR own 43.00% of the company with a total of 50.4 million shares.

In the latest ownership report on December 31st 2024, the top 33 fund holders increased their combined ownership of BR by 339 thousand shares. 6 funds bought 625,819 total additional shares and increased their ownership by an average of 37.91%. However 5 funds sold 287,317 total shares and decreased their ownership by an average of 4.25%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Broadridge Financial Solutions increased by a net total of 338,502 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv3.129%-0.382%3,657,495-14,0352024-12-31
Vanguard Institutional 500 Index Trust2.709%0.885%3,166,01727,7852024-12-31
Vanguard Mid Cap Index Institutional2.150%0.975%2,513,38024,2642024-12-31
SPDR® S&P 500® ETF Trust1.259%1.172%1,471,22017,0432024-12-31
iShares Core S&P 500 ETF1.174%0.071%1,371,9249662024-12-31
Vanguard Growth Index Investor1.096%-7.216%1,281,168-99,6432024-12-31
Jensen Quality Growth J1.067%0.000%1,247,00002024-12-31
T. Rowe Price Dividend Growth1.050%0.000%1,227,66602024-12-31
T. Rowe Price US Dividend Growth Eq Comp1.050%0.000%1,227,66602024-12-31
T. Rowe Price Mid-Cap Growth1.027%-6.455%1,200,000-82,8002024-12-31
T. Rowe Price US Mid-Cap Growth Equity1.027%-6.861%1,200,000-88,4002024-12-31
American Funds Capital Income Bldr A1.012%0.000%1,182,31502024-12-31
Vanguard Mid-Cap Growth ETF0.741%4.529%866,06737,5212024-12-31
T. Rowe Price U.S. Large-Cap Core Tr-B0.645%219.853%753,961518,2402024-12-31
Vanguard Institutional Index I0.631%-0.330%737,056-2,4392024-12-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv3.129%-0.382%3,657,495-14,0352024-12-31
Vanguard Instl Ttl Stck Mkt Idx Tr3.105%1.962%3,652,52370,2912023-03-31
Vanguard Institutional 500 Index Trust2.709%0.885%3,166,01727,7852024-12-31
Vanguard 500 Index Investor2.405%0.582%2,840,88816,4392023-08-31
Vanguard Mid Cap Index Institutional2.150%0.975%2,513,38024,2642024-12-31
Janus Inst Mid Cap Growth CF1.527%0.000%1,784,76002024-09-30
Janus Henderson Enterprise D1.527%0.000%1,784,76002024-11-30
MS INVF Global Brands A USD1.319%-1.923%1,542,068-30,2322024-06-30
SPDR® S&P 500® ETF Trust1.259%1.172%1,471,22017,0432024-12-31
Morgan Stanley Glbl Franchise1.259%-4.596%1,471,196-70,8722024-09-30
MS INVF Global Brands A1.259%-1.480%1,471,196-22,0972024-09-30
iShares MSCI USA Min Vol Factor ETF1.225%0.075%1,445,1331,0862023-04-28
Fidelity 500 Index1.234%0.684%1,442,1559,7952024-11-30
SPDR® S&P 500 ETF Trust1.191%0.701%1,406,9419,8002024-05-30
Fidelity® 500 Index1.170%0.640%1,376,3958,7592023-11-30
iShares Core S&P 500 ETF1.174%0.071%1,371,9249662024-12-31
T. Rowe Price US Dividend Growth Eq SMA1.144%880,597.000%1,347,4661,347,3132023-12-31
Vanguard Growth Index Investor1.096%-7.216%1,281,168-99,6432024-12-31
Jensen Quality Growth J1.067%0.000%1,247,00002024-12-31
T. Rowe Price Dividend Growth1.050%0.000%1,227,66602024-12-31
T. Rowe Price US Dividend Growth Eq Comp1.050%0.000%1,227,66602024-12-31
T. Rowe Price Mid-Cap Growth1.027%-6.455%1,200,000-82,8002024-12-31
T. Rowe Price US Mid-Cap Growth Equity1.027%-6.861%1,200,000-88,4002024-12-31
American Funds Capital Income Bldr A1.012%0.000%1,182,31502024-12-31
American Funds American Mutual A0.983%-0.071%1,148,864-8132024-06-30
Capital Group American Mutual Comp0.983%-0.071%1,148,864-8132024-06-30
Parnassus Mid-Cap0.800%0.000%940,76302023-10-31
Eaton Vance Atlanta Capital SMID-Cap I0.767%0.000%896,54502024-07-31
Vanguard Mid-Cap Growth ETF0.741%4.529%866,06737,5212024-12-31
Capital Group Wash Mutual Invtrs Comp0.671%0.000%783,76802024-09-30
American Funds Washington Mutual A0.671%0.000%783,76802024-09-30
T. Rowe Price U.S. Large-Cap Core Tr-B0.645%219.853%753,961518,2402024-12-31
Vanguard Institutional Index I0.631%-0.330%737,056-2,4392024-12-31

Discussions

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kairaae

$BR The United States stock market is going to crash.

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bulls_only

$BR might see a whole 1% green

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SayMyName

$BR almost time for the running

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4texin

$BR time to short this

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dandanaiwo

$BR I warned you all fairly you morons.

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145zip

$BR diversified

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