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Of the 12 tracked institutions holding BR, 6 have a 3-year clone track record — 6 of them beat the S&P. Average holder's clone alpha: +4.0pt. It's a gauge of who owns the name, not just how many.
Among the 12 tracked institutional investors we monitor, BR (BROADRIDGE FINL SOLUTIONS IN) is held with a combined value of $6.76B across 35,979,195 shares. The largest holder is VANGUARD GROUP INC with a position worth $3.36B (0.05% of their portfolio). 7 funds increased their holdings. 5 funds reduced their position.
Total Institutional Value
$6.76B
Total Shares Held
35,979,195
Institutional Holders
12
% of Shares Outstanding
31.1%
of 115.66M shares · SEC 2026-04-27
Days to Cover
1.9+6.6%
4.09M shares short · FINRA 2026-06-30
Tracked 13F institutions hold 31.1% of BR's shares outstanding. This is a floor: 13F filings arrive on a ~45-day lag and we track only a subset of institutional filers, so true institutional ownership is higher. Shares-outstanding is the latest SEC cover-page figure (as of 2026-04-27), not a live float.
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
0
$0
1
$304.72K
Total Transactions
1
Last 12 months
| Date | Insider | Code | Type | Shares | Value |
|---|---|---|---|---|---|
| Jun 4, 2026 | Hope M. Jarkowski | S | Sale | 1,966 | $304.72K |
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | $3.36B | 0.05% | -1.6% |
| 2 | BlackRock, Inc. | $1.79B | 0.03% | +4.6% |
| 3 | STATE STREET CORP | $900.17M | 0.03% | -8.1% |
| 4 | AQR CAPITAL MANAGEMENT LLC | $263.24M | 0.12% | +380.4% |
| 5 | PRICE T ROWE ASSOCIATES INC /MD/ | $193.19M | 0.02% | -61.1% |
| 6 | MILLENNIUM MANAGEMENT LLC | $164.92M | 0.07% | +242.8% |
| 7 | CITADEL ADVISORS LLC | $37.63M | 0.03% | -51.6% |
| 8 | FMR LLC | $26.05M | 0.00% | +49.0% |
| 9 | Gotham Asset Management, LLC | $16.82M | 0.05% | +51.6% |
| 10 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $13.36M | 0.02% | +1.0% |
| Member | Type | Date |
|---|---|---|
| Gilbert Cisneros | Buy | Apr 14, 2026 |
| Rick Larsen | Sell | Apr 7, 2026 |
| Alan Armstrong | Buy | Mar 27, 2026 |
| Dan Newhouse | Buy |
As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of BR with a position worth $3.36B, representing 0.05% of their portfolio. In total, 12 institutional investors hold BR with a combined value of $6.76B.
Institutional investors hold $6.76B worth of BR stock across 12 positions. The largest institutional holder is VANGUARD GROUP INC with $3.36B in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For BR, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their BR positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
| Dec 31, 2025 |
| Lisa McClain | Sell | Jul 10, 2025 |
| Lisa McClain | Buy | Jun 17, 2025 |
| Rob Bresnahan | Buy | Apr 8, 2025 |
| Rob Bresnahan | Sell | Jan 13, 2025 |
Showing 8 of 9. STOCK Act disclosures lag up to 45 days.
Last Close
$148.92
2026-07-24
YTD
-32.5%
10% of 52-week range
