BR · Company research
Broadridge Financial Solutions Inc (BR): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Westside Investment Management, Inc. | 1538383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7 | 959 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2930317 | 399611661 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| American Money Management, LLC | 1600085 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49350 | 6758436 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Boston Trust Walden Corp | 1534866 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18932 | 2592737 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| HALL LAURIE J TRUSTEE | 1388382 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27990 | 3833231 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Bahl & Gaynor LLC | 872259 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 347841 | 47636825 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| TRUST CO OF VERMONT | 1134008 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 197 | 26979 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| BDF-GESTION | 1632812 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11171 | 3742123 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| DEARBORN PARTNERS LLC | 1206792 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 82060 | 13333032 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Fayez Sarofim & Co | 937729 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 60617 | 8301475 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| ALLSTATE CORP | 899051 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4924 | 674342 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| YACKTMAN ASSET MANAGEMENT LP | 905567 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 878522 | 120313588 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Oslo Pensjonsforsikring AS | 1828808 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2492 | 341279 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Sienna Gestion | 2021242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7598 | 1040559 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 314969 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 92907 | 12724 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 714142 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6764 | 926 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Hillsdale Investment Management Inc. | 1368465 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 130 | 17804 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MassMutual Private Wealth & Trust, FSB | 1103653 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1031 | 141195 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| GW&K Investment Management, LLC | 1082917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 151453 | 20741 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BOKF, NA | 9634 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 228 | 31225 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| GREAT LAKES ADVISORS, LLC | 1078013 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1555 | 212957 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 882928 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1438 | 196934 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| First Command Advisory Services, Inc. | 1727336 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30 | 4138 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| KLP KAPITALFORVALTNING AS | 1717443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 64300 | 8857765 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CYBER HORNET ETFs LLC | 1818014 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 317 | 43413 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| Graney & King, LLC | 2051568 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 70 | 9587 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| HENNESSY ADVISORS INC | 1145255 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12300 | 1684485 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Kidder Stephen W | 1314377 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2950 | 404002 | — | — | — | Aug 21, 2026 | SEC_13F_DATASET |
| Washington Trust Advisors, Inc. | 1900099 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 787 | 107780 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Fortis Group Advisors, LLC | 1815183 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 53 | 7258 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| DANSKE BANK A/S | 800177 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5976 | 818413 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| AdvisorShares Investments LLC | 1425930 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23589 | 3230514 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1007280 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35809 | 4904043 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| AMALGAMATED BANK | 919192 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21406 | 2932 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Dorsey & Whitney Trust CO LLC | 1384042 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 789 | 108054 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Motley Fool Asset Management LLC | 1512814 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30016 | 4110691 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| PANAGORA ASSET MANAGEMENT INC | 883677 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 103493 | 14173366 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Steigerwald, Gordon & Koch Inc. | 1731876 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 550 | 75323 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Long Road Investment Counsel, LLC | 1620081 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16950 | 2321302 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PNC Financial Services Group, Inc. | 713676 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1669 | 228614 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Mitsubishi UFJ Trust & Banking Corp | 1462160 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 59946 | 8209605 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| American Trust | 1905128 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9930 | 1359914 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | 1089755 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43396 | 5943082 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Kentucky Trust Co | 2054100 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 300 | 41085 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| MANNING & NAPIER ADVISORS LLC | 62039 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1386 | 189813 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| E. Ohman J:or Asset Management AB | 2009396 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5450 | 746378 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| MetLife Investment Management, LLC | 1529735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26451 | 3622464 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Park Place Capital Corp | 1965810 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 88 | 12137 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TOWER TRUST & INVESTMENT Co | 2067591 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 78 | 10682 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| STONERIDGE INVESTMENT PARTNERS LLC | 1108831 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5909 | 910 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26629243 | 194445 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 315297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11256 | 1542 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Richardson Capital Management LLC | 1621646 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100 | 13695 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| TWIN CAPITAL MANAGEMENT INC | 1059187 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4152 | 568616 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| HighPoint Advisor Group LLC | 1616034 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2355 | 322468 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| GENEVA CAPITAL MANAGEMENT LLC | 1009232 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 52998 | 7258136 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| MUFG SECURITIES AMERICAS INC. | 867626 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3484 | 477134 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TUDOR INVESTMENT CORP ET AL | 923093 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 444687 | 60899885 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NICHOLAS COMPANY, INC. | 903949 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 67479 | 9241249 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| BAYBAN | 2110649 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 600 | 82170 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| WIMMER ASSOCIATES 1, LLC | 1667019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8023 | 1098750 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Eukles Asset Management | 1632553 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2744 | 375793 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| NISA INVESTMENT ADVISORS, LLC | 937615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41239 | 5687641 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Sumitomo Mitsui Trust Group, Inc. | 1475365 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 248930 | 34090964 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| MIDDLETON & CO INC/MA | 919497 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14360 | 1966602 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| HUNTINGTON NATIONAL BANK | 49205 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1880 | 257471 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Catalyst Funds Management Pty Ltd | 1896150 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8600 | 1177770 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 220621 | 30214046 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Ninety One North America, Inc. | 1633343 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 405 | 55465 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| BRIDGES INVESTMENT MANAGEMENT INC | 1007295 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1100 | 150645 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| STRS OHIO | 820478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 45644 | 6250946 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| NEUBERGER BERMAN GROUP LLC | 1465109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20930 | 2866406 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| iA Global Asset Management Inc. | 1969566 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2312 | 317 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Saudi Central Bank | 1918181 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8172 | 1119155 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| KELLY LAWRENCE W & ASSOCIATES INC/CA | 920441 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55255 | 7567172 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Applied Finance Capital Management, LLC | 1966007 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3406 | 466452 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| MACKENZIE FINANCIAL CORP | 919859 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 75418 | 10328495 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| OAKWORTH CAPITAL, INC. | 1588871 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 109 | 15361 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| SBI Okasan Asset Management Co.Ltd. | 1535128 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6000 | 812640 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Argent Trust Co | 1625292 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2003 | 274310 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.