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Smart Money Score
Composite context from Form 4, 13F and congressional disclosures; not a forecast.
Of the 14 tracked institutions holding BR, 7 have a 3-year clone track record — 6 of them beat the S&P. Average holder's clone alpha: +3.5pt. It's a gauge of who owns the name, not just how many.
Among the 14 tracked institutional investors we monitor, BR (BROADRIDGE FINL SOLUTIONS IN) is held with a combined value of $6.29B across 36,441,008 shares. The largest holder is VANGUARD GROUP INC with a position worth $3.36B (0.05% of their portfolio). 2 funds opened new positions in the most recent quarter. 7 funds increased their holdings. 5 funds reduced their position.
Total Institutional Value
$6.29B
Total Shares Held
36,441,008
Institutional Holders
14
% of Shares Outstanding
32.0%
of 114.02M shares · SEC 2026-07-31
Days to Cover
2.2-15.4%
3.33M shares short · FINRA 2026-08-14
Tracked 13F institutions hold 32.0% 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 2026-07-31), not a live float.
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
0
$0
2
$353.45K
Total Transactions
2
Last 12 months
| Date | Insider | Code | Type | Shares | Value |
|---|---|---|---|---|---|
| Jun 4, 2026 | Hope M. Jarkowski | S | Sale | 1,966 | $304.72K |
| Feb 6, 2026 | Robert N Duelks | S | Sale | 253 | $48.73K |
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | $3.36B | 0.05% | -1.6% |
| 2 | BlackRock, Inc. | $1.47B | 0.02% | -2.2% |
| 3 | STATE STREET CORP | $787.81M | 0.02% | +3.7% |
| 4 | AQR CAPITAL MANAGEMENT LLC | $228.96M | 0.08% | +4.1% |
| 5 | MILLENNIUM MANAGEMENT LLC | $132.63M | 0.09% | -4.6% |
| 6 | CITADEL ADVISORS LLC | $124.08M | 0.07% | +291.3% |
| 7 | PRICE T ROWE ASSOCIATES INC /MD/ | $116.73M | 0.01% | -28.3% |
| 8 | FMR LLC | $23.97M | 0.00% | +9.2% |
| 9 | Gotham Asset Management, LLC | $23.52M | 0.05% | +65.9% |
| 10 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $12.61M | 0.02% | +12.0% |
| 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, 14 institutional investors hold BR with a combined value of $6.29B.
In the most recent quarter, 2 funds opened a new position in BR. Additionally, 7 increased their holdings and 5 reduced their positions.
Institutional investors hold $6.29B worth of BR stock across 14 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
$168.10
2026-09-09
YTD
-23.8%
27% of 52-week range
