Security record · archived quarter
BR
Broadridge Financial Solutions, Inc. · Technology · Information Technology Services
154Tracked holders
-2Δ holders
88.06MShares held
$19.65BReported value
+1New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth -1.3% ·
share flow -0.3% ·
net new positions -0.6%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 4 | +1 | 482.83K | $77.68M | +1 | −2 |
| Q2 2026 | 157 | +5 | 80.47M | $11.08B | +9 | −5 |
| Q1 2026 | 156 | +1 | 81.46M | $13.47B | +7 | −7 |
| Q4 2025 | 154 | -2 | 88.06M | $19.65B | +1 | −2 |
| Q3 2025 | 21 | +3 | 46.08M | $10.98B | +3 | −1 |
| Q2 2025 | 16 | -1 | 39.40M | $9.58B | n/a | −1 |
| Q1 2025 | 14 | +1 | 13.64M | $3.31B | +2 | −1 |
| Q4 2024 | 13 | 0 | 13.68M | $3.10B | +1 | −1 |
| Q3 2024 | 12 | +2 | 6.86M | $1.47B | +2 | n/a |
| Q2 2024 | 10 | n/a | 7.74M | $1.52B | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 15.05M | -1.6% | $3.36B | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 2 | BlackRock ✦ (passive) | 10.52M | +1.1% | $2.35B | 0.0% | ▲ Add | 3 | SEC ↗ ×21 |
| 3 | State Street Global Advisors ✦ (passive) | 5.99M | +6.7% | $1.34B | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 4.07M | -9.6% | $908.79M | 0.1% | ▼ Trim | 2 | SEC ↗ ×17 |
| 5 | Alliancebernstein L.P. | 3.65M | n/a | $813.88M | 0.3% | n/c | 1 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passive) | 3.35M | +0.4% | $746.06M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 7 | T. Rowe Price ✦ | 3.06M | -14.7% | $682.90M | 0.1% | ▼ Trim | 7 | SEC ↗ ×2 |
| 8 | Janus Henderson Group Plc | 2.63M | n/a | $588.04M | 0.3% | n/c | 1 | SEC ↗ ×6 |
| 9 | Barclays Plc | 2.01M | n/a | $448.12M | 0.2% | n/c | 1 | SEC ↗ ×6 |
| 10 | Mitsubishi UFJ Asset Management… | 1.87M | n/a | $411.40M | 0.3% | n/c | 1 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 1.78M | n/a | $396.60M | 0.1% | n/c | 1 | SEC ↗ ×6 |
| 12 | Northern Trust Corp | 1.67M | n/a | $373.68M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 13 | Norges Bank ✦ (passive) | 1.55M | New | $346.30M | 0.0% | New | 1 | SEC ↗ |
| 14 | Invesco Ltd. | 1.55M | n/a | $345.35M | 0.0% | n/c | 1 | SEC ↗ ×17 |
| 15 | Stifel Financial Corp | 1.45M | n/a | $322.74M | 0.3% | n/c | 1 | SEC ↗ ×6 |
| 16 | JPMorgan Chase ✦ | 1.40M | -23.6% | $313.33M | 0.0% | ▼ Trim | 2 | SEC ↗ ×12 |
| 17 | Wells Fargo & Company/Mn | 1.09M | n/a | $242.68M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 18 | UBS AM, a distinct business unit of… | 1.02M | n/a | $227.92M | 0.0% | n/c | 1 | SEC ↗ ×11 |
| 19 | Dimensional Fund Advisors Lp | 953.87K | n/a | $212.89M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 20 | Goldman Sachs Group ✦ | 940.02K | +20.6% | $209.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 21 | Corient Private Wealth LP | 940.75K | n/a | $209.18M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 22 | Fayez Sarofim & Co | 904.10K | n/a | $201.77M | 0.5% | n/c | 1 | SEC ↗ ×3 |
| 23 | Legal & General Group Plc | 855.61K | n/a | $190.95M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 24 | Capital International Investors | 829.61K | n/a | $185.14M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Bank of New York Mellon Corp | 799.34K | n/a | $178.39M | 0.0% | n/c | 1 | SEC ↗ ×19 |
| 26 | Kayne Anderson Rudnick Investment… | 768.75K | n/a | $171.56M | 0.5% | n/c | 1 | SEC ↗ ×3 |
| 27 | Charles Schwab Investment… | 710.61K | n/a | $158.59M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Bank Of America Corp /De/ | 705.59K | n/a | $157.47M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 29 | Amundi | 632.43K | n/a | $141.14M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 30 | Nomura Asset Management… | 615.95K | n/a | $137.46M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 31 | Envestnet Asset Management Inc | 487.07K | n/a | $108.70M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Deutsche Bank Ag\ | 487.06K | n/a | $108.70M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 33 | Citadel Advisors ✦ | 478.24K | +872.6% | $106.73M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 34 | UBS Group AG | 472.38K | n/a | $105.42M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 35 | Hsbc Holdings Plc | 454.13K | n/a | $101.47M | 0.0% | n/c | 1 | SEC ↗ ×16 |
| 36 | Franklin Resources Inc | 417.19K | n/a | $93.10M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 37 | Captrust Financial Advisors | 408.36K | n/a | $91.13M | 0.2% | n/c | 1 | SEC ↗ |
| 38 | Qube Research & Technologies Ltd | 404.49K | n/a | $90.27M | 0.1% | n/c | 1 | SEC ↗ |
| 39 | BNP Paribas Asset Management… | 399.54K | n/a | $89.18M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 40 | Nuveen, LLC | 385.67K | n/a | $86.07M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 41 | Raymond James Financial Inc | 376.53K | n/a | $84.03M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 42 | Parnassus Investments, Llc | 364.62K | n/a | $81.37M | 0.2% | n/c | 1 | SEC ↗ |
| 43 | Baird Financial Group, Inc. | 351.44K | n/a | $78.43M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 44 | AQR Capital Management ✦ | 337.24K | +20.7% | $75.26M | 0.0% | ▲ Add | 7 | SEC ↗ ×6 |
| 45 | LPL Financial LLC | 334.94K | n/a | $74.75M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Swiss National Bank | 320.00K | n/a | $71.41M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | California Public Employees… | 303.91K | n/a | $67.82M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Royal Bank Of Canada | 301.32K | n/a | $67.25M | 0.0% | n/c | 1 | SEC ↗ ×12 |
| 49 | Millennium Management ✦ | 296.10K | +2770.6% | $66.08M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 50 | Nordea Investment Management Ab | 290.72K | n/a | $65.26M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 51 | Principal Financial Group Inc | 282.15K | n/a | $62.97M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 52 | Balyasny Asset Management L.P. | 281.22K | n/a | $62.76M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 53 | Sumitomo Mitsui Trust Group, Inc. | 261.47K | n/a | $58.35M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Rhumbline Advisers | 257.85K | n/a | $57.55M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | American Century Companies Inc | 232.46K | n/a | $51.88M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Focus Partners Wealth | 225.96K | n/a | $50.55M | 0.1% | n/c | 1 | SEC ↗ |
| 57 | First Trust Advisors Lp | 220.88K | n/a | $49.29M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 58 | Canada Pension Plan Investment Board | 208.10K | n/a | $46.44M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | California State Teachers… | 205.58K | n/a | $45.88M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Bnp Paribas Financial Markets | 202.23K | n/a | $45.13M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | National Pension Service | 184.07K | n/a | $41.08M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Russell Investments Group, Ltd. | 183.34K | n/a | $40.99M | 0.0% | n/c | 1 | SEC ↗ ×12 |
| 63 | National Bank Of Canada /Fi/ | 168.42K | n/a | $37.59M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 64 | Aberdeen Group plc | 143.88K | n/a | $32.11M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 65 | Man Group plc | 133.69K | n/a | $29.84M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 66 | Victory Capital Management Inc | 116.73K | n/a | $26.05M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Quantinno Capital Management LP | 116.45K | n/a | $25.99M | 0.1% | n/c | 1 | SEC ↗ |
| 68 | Royal London Asset Management Ltd | 112.20K | n/a | $25.04M | 0.1% | n/c | 1 | SEC ↗ |
| 69 | Osaic Holdings, Inc. | 111.76K | n/a | $24.94M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 70 | Fidelity (FMR) ✦ | 107.60K | +4.0% | $24.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 71 | Universal- Beteiligungs- und… | 104.27K | n/a | $23.33M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Bank Of Montreal /Can/ | 104.46K | n/a | $23.31M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 73 | State Board Of Administration Of… | 103.19K | n/a | $23.03M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Aviva Plc | 98.25K | n/a | $21.93M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Td Asset Management Inc | 97.44K | n/a | $21.75M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Mackenzie Financial Corp | 95.33K | n/a | $21.43M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Citigroup Inc | 93.47K | n/a | $20.86M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 78 | Storebrand Asset Management As | 91.94K | n/a | $20.52M | 0.1% | n/c | 1 | SEC ↗ |
| 79 | New York State Common Retirement… | 91.66K | n/a | $20.46M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Korea Investment CORP | 82.26K | n/a | $18.36M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Adage Capital Partners ✦ | 81.40K | -1.4% | $18.17M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 82 | CIBC Asset Management Inc | 77.88K | n/a | $17.38M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Mitsubishi UFJ Trust & Banking Corp | 75.27K | n/a | $16.80M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 84 | Gotham Asset Management ✦ | 68.29K | -29.7% | $15.24M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 85 | Danske Bank A/S | 67.27K | n/a | $15.01M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 86 | Manufacturers Life Insurance… | 66.41K | n/a | $14.82M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Toronto Dominion Bank | 65.58K | n/a | $14.64M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 88 | Pictet Asset Management Holding SA | 65.57K | n/a | $14.63M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | State Of Wisconsin Investment Board | 65.31K | n/a | $14.57M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Truist Financial Corp | 64.66K | n/a | $14.43M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 91 | Sei Investments Co | 61.41K | n/a | $13.71M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 92 | Chevy Chase Trust Holdings, LLC | 59.23K | n/a | $13.22M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 93 | Prudential Financial Inc | 56.56K | n/a | $12.62M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 94 | Asset Management One Co., Ltd. | 54.85K | n/a | $12.47M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Voya Investment Management Llc | 55.01K | n/a | $12.28M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 96 | Two Sigma Investments ✦ | 54.58K | +391.1% | $12.18M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 97 | Federated Hermes, Inc. | 53.16K | n/a | $11.86M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 98 | ProShare Advisors LLC | 50.82K | n/a | $11.34M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Pnc Financial Services Group, Inc. | 49.09K | n/a | $10.96M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 100 | Tudor Investment Corp Et Al | 47.27K | n/a | $10.55M | 0.1% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $346.30M | 0.0% |
Exited
| Renaissance Technologies | $12.58M | was 0.0% |
| Marshall Wace | $1.10M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1,047 holders, 107.92M shares, $16.86B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Oct 01
Carey Thomas P
Officer · 2.50K sh · $399,560
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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