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Broadridge Financial Solutions, Inc. 13F holders

1,025 funds reported a position in Broadridge Financial Solutions, Inc. in their 13F for the quarter ended 30 June 2026, together 108.2 million shares worth $14.89 billion. Against the quarter before, 84 opened a position, 363 added, 410 trimmed and 144 sold out; together they sold a net 2.9 million shares. The largest holders: BlackRock, Inc., Vanguard Capital Management LLC and Vanguard Portfolio Management LLC.

Funds holding1,025-42 on Q1 2026
Shares they held108.2Mworth $14.89 billion
Net sold on the quarter2.9M sharesabout $401.8 million at the funds' values
Funds buying to selling447 to 554opened or added, to cut or sold
Opened 84Added 363Held 159Trimmed 410Sold out 144
Opened: 84 fundsAdded: 363 fundsHeld: 159 fundsTrimmed: 410 fundsSold out: 144 funds

What each fund did in BR against its 13F for the quarter before; a change under 0.1% of a holding counts as held

Q3 2024: 1,018 funds, 104.9 million shares1,018Q3 2024Q4 2024: 1,058 funds, 105.0 million shares1,058Q4 2024Q1 2025: 1,113 funds, 105.4 million shares1,113Q1 2025Q2 2025: 1,102 funds, 105.7 million shares1,102Q2 2025Q3 2025: 1,110 funds, 106.6 million shares1,110Q3 2025Q4 2025: 1,142 funds, 108.2 million shares1,142Q4 2025Q1 2026: 1,067 funds, 109.9 million shares1,067Q1 2026Q2 2026: 1,025 funds, 108.2 million shares1,025Q2 2026

Funds reporting a position in BR in their 13F, each quarter; hover a bar for the shares they held

Filed so far for the quarter to 30 September 2026

4,696 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 554 reported a position in Broadridge Financial Solutions, Inc.: 68 opened one, 193 added, 177 trimmed and 30 sold out, a net 121,436 shares bought.

FundChange in sharesShares nowStatusFiling
Assenagon Asset Management S.A.+413,397431,641added13F
Hamlin Capital Management, LLC+332,572332,572new13F
Barclays PLC-253,6421,569,997trimmed13F
Bahl & Gaynor LLC-150,020197,821trimmed13F
Loring Wolcott & Coolidge Fiduciary Advisors LLP-135,81584,730trimmed13F
Pictet Asset Management Holding SA-118,99099,709trimmed13F
Eurizon Capital SGR S.p.A.-88,38523,219trimmed13F
Creative Planning+87,800149,213added13F
Natixis-77,10345,990trimmed13F
Yacktman Asset Management LP+53,520932,042added13F
KBC Group NV-53,036183,060trimmed13F
Mackenzie Financial Corp.-51,87323,545trimmed13F
BI Asset Management Fondsmaeglerselskab A/S-49,9236,983trimmed13F
B. Metzler seel. Sohn & Co. AG-46,7357,097trimmed13F
Amundi+46,252817,940added13F
ASR Vermogensbeheer N.V.+45,244187,336added13F
Howard Capital Management, LLC+44,51444,514new13F
CIBC Asset Management Inc-39,47947,978trimmed13F
Geode Capital Management, LLC+38,4683,347,707added13F
Tandem Investment Advisors, Inc.+35,905175,873added13F
Reynders McVeigh Capital Management, LLC+35,756123,203added13F
Dimensional Fund Advisors LP+35,5441,012,037added13F
Y-Intercept (Hong Kong) Ltd-26,59132,753trimmed13F
Prospera Financial Services Inc+23,52133,820added13F
LBP Am SA+23,98397,458added13F

The largest moves in the name among the funds that have filed, against each fund's previous 13F.

The well-known funds

Of the 44 funds followed here, 1 reported a position in Broadridge Financial Solutions, Inc. in a 13F for the quarter ended 30 September 2026, and 6 more in a 13F for an earlier quarter, the latest each has filed. The largest: Geode Capital Management, 3.3 million shares worth $537.3 million, 0.0% of its reported book. In the quarter, 1 fund added or opened a position and 0 trimmed or sold out; together they bought a net 38,468 shares, about $6.2 million at the funds' own value per share on 30 September 2026. A change under 0.1% of a holding counts as held.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
Geode Capital Management3,347,707$537.3 million0.0%+38,468added30 September 202613F
Norges Bank1,773,005$242.8 million0.0%held30 June 2026, an earlier quarter13F
Two Sigma Investments1,495,045$204.7 million0.2%+1,132,448added30 June 2026, an earlier quarter13F
Millennium Management968,428$132.6 million0.1%+14,231added30 June 2026, an earlier quarter13F
Citadel Advisors906,060$124.1 million0.1%+674,479added30 June 2026, an earlier quarter13F
FMR LLC175,015$24.0 million0.0%+14,698added30 June 2026, an earlier quarter13F
Bridgewater Associates35,752$4.9 million0.0%+35,752new30 June 2026, an earlier quarter13F
Value is what the fund reported.
Read moreChange is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.

The largest holders

FundSharesShare of allValueOf its bookChange in sharesFiling
BlackRock, Inc.10,762,4549.95%$1.47 billion0.02%-243,49513F
Vanguard Capital Management LLC7,554,6306.98%$1.03 billion0.02%-38,14013F
Vanguard Portfolio Management LLC6,099,9415.64%$835.4 million0.04%-263,81313F
State Street Corp.5,713,3875.28%$787.8 million0.02%+205,64113F
Charles Schwab Investment Management Inc.3,699,7963.42%$506.7 million0.07%+323,96513F
Geode Capital Management, LLC3,309,2393.06%$451.5 million0.02%-155,88313F
AllianceBernstein L.P.2,465,4162.28%$400.6 million0.13%-1,248,07413F
Morgan Stanley2,144,0601.98%$293.6 million0.02%+117,68713F
Invesco Ltd.2,031,7711.88%$278.3 million0.02%+13,27713F
Jupiter Topco LLC1,912,0321.77%$261.9 million0.11%first 13F13F
Van Eck Associates Corp.1,875,6841.73%$256.9 million0.16%+190,30113F
Northern Trust Corp.1,862,0491.72%$255.0 million0.03%+66,82013F
Barclays PLC1,823,6391.69%$249.7 million0.08%-275,29913F
Norges Bank1,773,0051.64%$242.8 million0.02%13F
AQR Capital Management LLC1,686,6471.56%$229.0 million0.08%+66,52913F
Goldman Sachs Group Inc.1,609,7571.49%$220.5 million0.02%-54,51713F
Two Sigma Investments, LP1,495,0451.38%$204.7 million0.16%+1,132,44813F
UBS Group AG1,445,9921.34%$198.0 million0.03%+622,84613F
Manufacturers Life Insurance Company, the1,445,2071.34%$197.9 million0.15%+1,058,77213F
Stifel Financial Corp.1,442,5021.33%$197.6 million0.16%+14,61013F
Qube Research & Technologies Ltd1,313,1421.21%$179.8 million0.20%+792,52213F
FIL Ltd1,144,6471.06%$156.8 million0.11%+1,143,82013F
Wells Fargo & Company1,003,4730.93%$137.4 million0.02%-61,12913F
UBS AM, a distinct business unit of UBS Asset Management Americas LLC990,9720.92%$135.7 million0.03%-42,42413F
Ameriprise Financial Inc.976,6330.90%$133.7 million0.03%-874,93213F
Dimensional Fund Advisors LP976,4930.90%$133.7 million0.02%-38,77813F
Millennium Management LLC968,4280.90%$132.6 million0.09%+14,23113F
Citadel Advisors LLC906,0600.84%$124.1 million0.07%+674,47913F
Yacktman Asset Management LP878,5220.81%$120.3 million1.49%new13F
Price T Rowe Associates Inc.852,3360.79%$116.7 million0.01%-336,66613F
Nordea Investment Management AB812,1720.75%$109.3 million0.09%+111,70213F
Amundi771,6880.71%$105.7 million0.03%-287,33313F
Bank of New York Mellon Corp742,8840.69%$101.7 million0.02%-51,39513F
Legal & General Group Plc724,1450.67%$99.2 million0.02%-87,16313F
Vinva Investment Management Ltd681,9600.63%$93.0 million0.62%+440,64613F
JPMorgan Chase & Co.673,4430.62%$91.2 million0.01%-840,94413F
Vanguard Fiduciary Trust Co.649,0620.60%$88.9 million0.02%-22,94913F
Deutsche Bank AG617,3500.57%$84.5 million0.03%+51,06913F
Victory Capital Management Inc.605,5050.56%$82.9 million0.05%+445,60913F
Bank of America Corp.586,0670.54%$80.3 million0.01%+17,70913F
Confluence Investment Management LLC523,3410.48%$71.7 million1.12%-11,05213F
Corient Private Wealth LP451,3330.42%$62.2 million0.09%+54,31213F
Tudor Investment Corp. Et Al444,6870.41%$60.9 million0.25%+290,27713F
Envestnet Asset Management Inc.434,2690.40%$59.5 million0.01%-80,22813F
Allianz Asset Management GmbH424,3110.39%$58.1 million0.05%+342,76413F
CIBC Bancorp USA Inc.411,0940.38%$56.4 million0.07%-46,03313F
Nomura Asset Management International Inc.405,4010.37%$55.5 million0.08%-202,83513F
Jensen Investment Management Inc.380,1260.35%$52.1 million1.26%-475,65813F
Bank of Nova Scotia378,8490.35%$51.9 million0.08%+360,70713F
SG Americas Securities, LLC357,9620.33%$49.0 million0.03%+44,07313F
The 50 largest of the 1,025 funds that reported a position in BR in their 13F for the quarter ended 30 June 2026, by the value each reported.
Read moreShare of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?

Options the funds reported on BR

FundOptionShares under the optionsValue of those sharesQuarter endedFiling
Citadel AdvisorsPuts69,300$9.5 million30 June 202613F
Millennium ManagementCalls55,400$7.6 million30 June 202613F
Citadel AdvisorsCalls36,100$4.9 million30 June 202613F
Millennium ManagementPuts5,400$739,53030 June 202613F
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
Read moreThey are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.

Schedule 13D and 13G filed on the name, last twelve months

FiledScheduleWhoHoldingOf the classEvent dateRule or purposeFiling
12 May 202613GState Street Corporation and 1 other5.5 million4.7%31 March 2026passive, institutional (13d-1(b))EDGAR
29 April 202613GVanguard Portfolio Management and 1 other6.4 million5.5%31 March 2026passive, institutional (13d-1(b))EDGAR
29 April 202613GVanguard Capital Management and 1 other8.8 million7.5%31 March 2026passive, institutional (13d-1(b))EDGAR
26 March 202613G/AThe Vanguard Group and 1 other00.0%13 March 2026passive, institutional (13d-1(b))EDGAR
9 February 202613GState Street Corporation and 1 other6.0 million5.1%31 December 2025passive, institutional (13d-1(b))EDGAR
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
Read moreAmendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13G

Fails to deliver

Settlement dateShares failedPriceFile
31 July 202676$154.77SEC
24 July 202616$144.40SEC
20 July 202672$149.91SEC
17 July 20261$153.06SEC
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
Read moreLargest in the window: 76 on 31 July 2026. A fail is an operational fact about settlement, not a position.