Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in BR held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 10.8M | $1.47B | -2.2% | 9.305% | 0.02% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 7.6M | $1.03B | -0.5% | 6.532% | 0.02% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 6.1M | $835.4M | -4.2% | 5.274% | 0.04% |
| 4 | STATE STREET CORP | 5.7M | $787.8M | +3.7% | 4.940% | 0.01% |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.7M | $506.7M | +9.6% | 3.199% | 0.07% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 3.3M | $451.5M | -4.5% | 2.861% | 0.02% |
| 7 | ALLIANCEBERNSTEIN L.P. | 2.5M | $400.6M | -33.6% | 2.132% | 0.13% |
| 8 | MORGAN STANLEY | 2.1M | $293.6M | +5.8% | 1.854% | 0.02% |
| 9 | Invesco Ltd. | 2.0M | $278.3M | +0.7% | 1.757% | 0.02% |
| 10 | Jupiter Topco LLC | 1.9M | $261.9M | — | 1.653% | 0.11% |
| 11 | VAN ECK ASSOCIATES CORP | 1.9M | $256.9M | +11.3% | 1.622% | 0.16% |
| 12 | NORTHERN TRUST CORP | 1.9M | $255.0M | +3.7% | 1.610% | 0.03% |
| 13 | BARCLAYS PLC | 1.8M | $249.7M | -13.1% | 1.577% | 0.05% |
| 14 | NORGES BANK | 1.8M | $242.8M | — | 1.533% | 0.02% |
| 15 | AQR CAPITAL MANAGEMENT LLC | 1.7M | $229.0M | +4.1% | 1.458% | 0.08% |
| 16 | GOLDMAN SACHS GROUP INC | 1.6M | $220.5M | -3.3% | 1.392% | 0.02% |
| 17 | TWO SIGMA INVESTMENTS, LP | 1.5M | $204.7M | +312.3% | 1.293% | 0.15% |
| 18 | UBS Group AG | 1.4M | $198.0M | +75.7% | 1.250% | 0.03% |
| 19 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1.4M | $197.9M | +274.0% | 1.250% | 0.08% |
| 20 | STIFEL FINANCIAL CORP | 1.4M | $197.6M | +1.0% | 1.247% | 0.16% |
| 21 | Qube Research & Technologies Ltd | 1.3M | $179.8M | +152.2% | 1.135% | 0.17% |
| 22 | FIL Ltd | 1.1M | $156.8M | +138309.5% | 0.990% | 0.11% |
| 23 | MILLENNIUM MANAGEMENT LLC | 1.0M | $141.0M | +1.4% | 0.890% | 0.05% |
| 24 | CITADEL ADVISORS LLC | 1.0M | $138.5M | +239.4% | 0.874% | 0.01% |
| 25 | WELLS FARGO & COMPANY/MN | 1.0M | $137.4M | -5.7% | 0.868% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in BR — a direct measure of their conviction.
Filings activity in BR during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new BR position in Q2 2026
Institutions that fully closed their BR position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,017 | 3.1% | 93.13% | +0.44 pp | $14.44B | 15% |
| Q1 2026 | 1,049 | 5.1% | 92.69% | +3.86 pp | $17.00B | 23% |
| Q4 2025 | 1,105 | +2.3% | 88.83% | +0.34 pp | $21.96B | 5.5% |
| Q3 2025 | 1,080 | +0.6% | 88.49% | +0.87 pp | $23.24B | 1.0% |
| Q2 2025 | 1,074 | 0.2% | 87.62% | 0.56 pp | $23.48B | +3.2% |
| Q1 2025 | 1,076 | +5.8% | 88.18% | +1.72 pp | $22.74B | +8.5% |
| Q4 2024 | 1,017 | +4.0% | 86.46% | 0.19 pp | $20.97B | +4.1% |
| Q3 2024 | 978 | — | 86.65% | — | $20.14B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying BR stock.
Based on Q2 2026 13F filings, institutional ownership of Broadridge Financial Solutions, Inc. stands at 93.1%, held across 1,017 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of BR, with approximately 10,762,454 shares worth $1.47B as of Q2 2026.
Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of BR, including TWO SIGMA INVESTMENTS, LP, MILLENNIUM MANAGEMENT LLC, CITADEL ADVISORS LLC.
Our composite Smart Money Score for BR is 56 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
98 institutions opened new positions in BR during Q2 2026, while 140 fully exited. 189 added to existing positions and 695 trimmed.
BR institutional ownership rose by 0.44 percentage points quarter-over-quarter, with a net change of -32 holders.
The top 10 institutions account for 43.8% of all reported 13F value in BR, and the top 25 account for 64.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.