Broadridge Financial Solutions Inc (BR) Ownership

200.70 ↑1.85 (0.93%)

As of May 6, 2024, 3:59pm 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 million shares. Combined, the top 30 institutional holders of BR own 69.96% of the company with a total of 82.4 million shares.

In the latest ownership report on December 31st 2023, the top 30 institutional holders increased their combined ownership of BR by 574 thousand shares. 12 institutions bought 1,941,366 total additional shares and increased their ownership by an average of 6.61%. However 8 institutions sold 1,366,927 total shares and decreased their ownership by an average of 5.95%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Broadridge Financial Solutions increased by a net total of 574,439 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	11.846%	0.801%	13,951,669	110,886	2023-12-31
BlackRock Inc	8.282%	1.615%	9,754,315	155,044	2023-12-31
Morgan Stanley - Brokerage Accounts	5.253%	3.961%	6,186,537	235,719	2023-12-31
State Street Corporation	4.088%	4.548%	4,814,385	209,431	2023-12-31
T. Rowe Price Associates, Inc.	3.515%	8.207%	4,140,017	314,004	2023-12-31
Apg All Pensions Group	3.298%	9.713%	3,884,488	343,911	2023-12-31
HHG PLC	2.832%	0.407%	3,335,064	13,520	2023-12-31
Capital Research & Mgmt Co - Division 3	2.593%	-21.682%	3,054,013	-845,500	2023-12-31
Baillie Gifford & Co Limited.	2.380%	-5.616%	2,803,441	-166,813	2023-12-31
T. Rowe Price Investment Management,Inc.	2.250%	-5.417%	2,649,779	-151,749	2023-12-31
Geode Capital Management, LLC	2.217%	2.394%	2,610,406	61,032	2023-12-31
Jensen Investment Management	1.514%	-2.328%	1,782,855	-42,484	2023-12-31
Barclays PLC	1.354%	0.852%	1,594,001	13,470	2023-12-31
Stifel Financial Corp	1.301%	-0.676%	1,532,075	-10,432	2023-12-31
Mitsubishi UFJ Asset Management Co.,Ltd	1.234%	28.597%	1,452,720	323,051	2023-12-31
Wells Fargo & Co	1.055%	-3.603%	1,242,142	-46,425	2023-12-31
Northern Trust Corp	1.053%	-6.253%	1,240,254	-82,725	2023-12-31
Bahl & Gaynor Inc.	0.919%	1.311%	1,082,210	14,005	2023-12-31
Veritas Investment Partners (UK) Ltd.	0.867%	16.867%	1,020,533	147,293	2023-12-31
Macquarie Group Ltd	0.855%	-2.023%	1,007,351	-20,799	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	11.846%	0.801%	13,951,669	110,886	2023-12-31
BlackRock Inc	8.282%	1.615%	9,754,315	155,044	2023-12-31
Morgan Stanley - Brokerage Accounts	5.253%	3.961%	6,186,537	235,719	2023-12-31
State Street Corporation	4.088%	4.548%	4,814,385	209,431	2023-12-31
T. Rowe Price Associates, Inc.	3.515%	8.207%	4,140,017	314,004	2023-12-31
Apg All Pensions Group	3.298%	9.713%	3,884,488	343,911	2023-12-31
APG Asset Management	3.285%	-4.006%	3,875,056	-161,697	2022-12-31
HHG PLC	2.832%	0.407%	3,335,064	13,520	2023-12-31
Capital Research & Mgmt Co - Division 3	2.593%	-21.682%	3,054,013	-845,500	2023-12-31
Baillie Gifford & Co Limited.	2.380%	-5.616%	2,803,441	-166,813	2023-12-31
T. Rowe Price Investment Management,Inc.	2.250%	-5.417%	2,649,779	-151,749	2023-12-31
Geode Capital Management, LLC	2.217%	2.394%	2,610,406	61,032	2023-12-31
Jensen Investment Management	1.514%	-2.328%	1,782,855	-42,484	2023-12-31
Barclays PLC	1.354%	0.852%	1,594,001	13,470	2023-12-31
Stifel Financial Corp	1.301%	-0.676%	1,532,075	-10,432	2023-12-31
Mitsubishi UFJ Asset Management Co.,Ltd	1.234%	28.597%	1,452,720	323,051	2023-12-31
Wells Fargo & Co	1.055%	-3.603%	1,242,142	-46,425	2023-12-31
Northern Trust Corp	1.053%	-6.253%	1,240,254	-82,725	2023-12-31
Mitsubishi UFJ Kokusai Asst Mgmt Co.,Ltd	1.033%	3.389%	1,220,151	39,995	2023-06-30
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.	0.919%	1.311%	1,082,210	14,005	2023-12-31
Bank of New York Mellon Corp	0.916%	-2.072%	1,079,124	-22,836	2023-09-30
Parnassus Investments, LLC	0.894%	0.000%	1,052,293	0	2023-09-30
Veritas Investment Partners (UK) Ltd.	0.867%	16.867%	1,020,533	147,293	2023-12-31
Macquarie Group Ltd	0.855%	-2.023%	1,007,351	-20,799	2023-12-31
Legal & General Group PLC	0.824%	-2.733%	969,051	-27,223	2022-06-30
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
Amvescap Plc.	0.741%	-6.113%	872,112	-56,778	2022-06-30

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 28 mutual fund holders of BR own 38.74% of the company with a total of 45.6 million shares.

In the latest ownership report on March 31st 2024, the top 28 fund holders increased their combined ownership of BR by 12 thousand shares. 3 funds bought 76,276 total additional shares and increased their ownership by an average of 1.46%. However 5 funds sold 88,639 total shares and decreased their ownership by an average of 0.8%.

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 -12,363 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.146%	0.340%	3,705,323	12,557	2024-03-31
Vanguard Institutional 500 Index Trust	2.520%	1.068%	2,968,315	31,355	2024-03-31
Vanguard Mid Cap Index Institutional	2.172%	-2.712%	2,557,630	-71,300	2024-03-31
Jensen Quality Growth J	1.207%	0.000%	1,422,000	0	2024-03-31
SPDR® S&P 500 ETF Trust	1.206%	-0.773%	1,420,241	-11,060	2024-03-31
T. Rowe Price US Dividend Growth Eq Comp	1.144%	0.000%	1,347,466	0	2024-03-31
T. Rowe Price Dividend Growth	1.144%	0.000%	1,347,466	0	2024-03-31
T. Rowe Price Mid-Cap Growth	1.099%	-0.177%	1,294,600	-2,300	2024-03-31
T. Rowe Price US Mid-Cap Growth Equity	1.099%	-0.177%	1,294,600	-2,300	2024-03-31
American Funds Capital Income Bldr A	1.004%	0.000%	1,182,315	0	2024-03-31
American Funds American Mutual A	0.976%	-0.146%	1,149,677	-1,679	2024-03-31
Vanguard Growth Index Investor	0.956%	2.959%	1,125,951	32,364	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.146%	0.340%	3,705,323	12,557	2024-03-31
Vanguard Instl Ttl Stck Mkt Idx Tr	3.105%	1.962%	3,652,523	70,291	2023-03-31
Vanguard Institutional 500 Index Trust	2.520%	1.068%	2,968,315	31,355	2024-03-31
Vanguard 500 Index Investor	2.405%	0.582%	2,840,888	16,439	2023-08-31
Vanguard Mid Cap Index Institutional	2.172%	-2.712%	2,557,630	-71,300	2024-03-31
Janus Inst Mid Cap Growth CF	1.515%	0.000%	1,784,760	0	2023-12-31
Janus Henderson Enterprise D	1.515%	0.000%	1,784,760	0	2024-02-29
Morgan Stanley Glbl Franchise	1.412%	5.003%	1,662,648	79,218	2023-12-31
MS INVF Global Brands A USD	1.412%	15.298%	1,662,648	220,601	2023-12-31
iShares MSCI USA Min Vol Factor ETF	1.225%	0.075%	1,445,133	1,086	2023-04-28
Jensen Quality Growth J	1.207%	0.000%	1,422,000	0	2024-03-31
SPDR® S&P 500 ETF Trust	1.206%	-0.773%	1,420,241	-11,060	2024-03-31
Fidelity 500 Index	1.198%	1.017%	1,410,993	14,198	2024-02-29
Fidelity® 500 Index	1.170%	0.640%	1,376,395	8,759	2023-11-30
T. Rowe Price US Dividend Growth Eq Comp	1.144%	0.000%	1,347,466	0	2024-03-31
T. Rowe Price US Dividend Growth Eq SMA	1.144%	880,597.000%	1,347,466	1,347,313	2023-12-31
T. Rowe Price Dividend Growth	1.144%	0.000%	1,347,466	0	2024-03-31
T. Rowe Price Mid-Cap Growth	1.099%	-0.177%	1,294,600	-2,300	2024-03-31
T. Rowe Price US Mid-Cap Growth Equity	1.099%	-0.177%	1,294,600	-2,300	2024-03-31
iShares Core S&P 500 ETF	1.037%	0.739%	1,220,793	8,960	2024-03-28
American Funds Capital Income Bldr A	1.004%	0.000%	1,182,315	0	2024-03-31
Capital Group American Mutual Comp	0.978%	-0.034%	1,151,356	-387	2023-12-31
American Funds American Mutual A	0.976%	-0.146%	1,149,677	-1,679	2024-03-31
Vanguard Growth Index Investor	0.956%	2.959%	1,125,951	32,364	2024-03-31
Parnassus Mid-Cap	0.800%	0.000%	940,763	0	2023-10-31
Eaton Vance Atlanta Capital SMID-Cap I	0.771%	0.000%	907,841	0	2024-02-29
Vanguard Institutional Index I	0.696%	-0.070%	818,774	-570	2023-02-28
Vanguard Mid-Cap Growth ETF	0.681%	0.114%	800,850	913	2022-11-30