Titelia

Fund shareholders of Broadridge Financial Solutions Inc

ISIN US11133T1034 · United States · LEI 549300KZDJZQ2YIHRC28

Fund shareholders
789
Of which ETFs
232 557 other funds
Value held
6.6B $ 799.2M SEK · 4.4M €
Share of capital
35.9 % of 114M shares on Jul 31, 2026

789 funds hold this company: 787 declare it in a regulatory filing, and this table serves those page by page; 2 more are read from the reports their funds publish, and are not in it.

FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 3,711,935603.1M $0.03 %3.26 %as of Mar 31, 2026
VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS 2,967,790482.2M $0.03 %2.60 %as of Mar 31, 2026
VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS 2,521,334409.7M $0.21 %2.21 %as of Mar 31, 2026
VanEck Morningstar Wide Moat ETF VanEck ETF Trust 1,535,772249.5M $2.15 %1.35 %as of Mar 31, 2026
iShares Core S&P 500 ETF iShares Trust 1,501,436244M $0.03 %1.32 %as of Mar 31, 2026
Fidelity 500 Index Fund Fidelity Concord Street Trust 1,485,516276.1M $0.04 %1.30 %as of Feb 28, 2026
Janus Henderson Enterprise Fund JANUS INVESTMENT FUND 1,279,978208M $1.02 %1.12 %as of Mar 31, 2026
VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS 1,080,088175.5M $0.08 %0.95 %as of Mar 31, 2026
Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust 921,580141.9M $0.16 %0.81 %as of Apr 30, 2026
VANGUARD MID-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 888,000144.3M $0.49 %0.78 %as of Mar 31, 2026
iShares Russell Mid-Cap Growth ETF iShares Trust 710,780115.5M $0.62 %0.62 %as of Mar 31, 2026
T. Rowe Price Dividend Growth Fund, Inc. T. ROWE PRICE DIVIDEND GROWTH FUND, INC. 700,480113.8M $0.50 %0.61 %as of Mar 31, 2026
AB LARGE CAP GROWTH FUND INC AB LARGE CAP GROWTH FUND INC 667,940102.8M $0.43 %0.59 %as of Apr 30, 2026
VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 657,712106.9M $0.03 %0.58 %as of Mar 31, 2026
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 655,544100.9M $0.08 %0.57 %as of Apr 30, 2026
State Street(R) Industrial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST 654,919106.4M $0.38 %0.57 %as of Mar 31, 2026
JPMorgan Mid Cap Growth Fund JPMorgan Trust II 563,78191.6M $0.80 %0.49 %as of Mar 31, 2026
The Jensen Quality Growth Fund Inc The Jensen Quality Growth Fund Inc. 470,00087.4M $2.46 %0.41 %as of Feb 28, 2026
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 459,26670.7M $0.07 %0.40 %as of Apr 30, 2026
Invesco S&P 500 Low Volatility ETF Invesco Exchange-Traded Fund Trust II 446,07782.9M $1.00 %0.39 %as of Feb 28, 2026
iShares Russell Mid-Cap ETF iShares Trust 444,75572.3M $0.15 %0.39 %as of Mar 31, 2026
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 431,65266.5M $0.13 %0.38 %as of Apr 30, 2026
iShares Russell 1000 Growth ETF iShares Trust 426,88969.4M $0.06 %0.37 %as of Mar 31, 2026
Nomura Large Cap Growth Fund IVY FUNDS 392,08863.7M $1.09 %0.34 %as of Mar 31, 2026
T. Rowe Price Mid-Cap Growth Fund, Inc. T. ROWE PRICE MID-CAP GROWTH FUND, INC. 374,40060.8M $0.27 %0.33 %as of Mar 31, 2026
Janus Henderson Triton Fund JANUS INVESTMENT FUND 343,73555.9M $1.08 %0.30 %as of Mar 31, 2026
Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST 261,07940.2M $0.03 %0.23 %as of Apr 30, 2026
Parnassus Mid Cap Fund Parnassus Funds 258,83642.1M $1.85 %0.23 %as of Mar 31, 2026
AQR Long-Short Equity Fund AQR Funds 256,21341.6M $0.52 %0.22 %as of Mar 31, 2026
Virtus KAR Mid-Cap Core Fund Virtus Equity Trust 249,16040.5M $2.08 %0.22 %as of Mar 31, 2026
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST 245,69739.9M $0.03 %0.22 %as of Mar 31, 2026
Fidelity Total Market Index Fund Fidelity Concord Street Trust 218,47540.6M $0.03 %0.19 %as of Feb 28, 2026
iShares Core Dividend Growth ETF iShares Trust 212,69832.8M $0.08 %0.19 %as of Apr 30, 2026
iShares S&P 500 Value ETF iShares Trust 200,93832.6M $0.07 %0.18 %as of Mar 31, 2026
ELFUN TRUSTS ELFUN TRUSTS 199,74332.5M $0.78 %0.18 %as of Mar 31, 2026
First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund 198,45532.2M $0.40 %0.17 %as of Mar 31, 2026
AP7 Aktiefond Sjunde AP-fonden 194,459301M SEK0.02 %0.17 %as of Mar 31, 2026
Invesco S&P 500 Quality ETF Invesco Exchange-Traded Fund Trust 193,65329.8M $0.17 %0.17 %as of Apr 30, 2026
Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust 185,04828.5M $0.14 %0.16 %as of Apr 30, 2026
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 180,76027.8M $0.06 %0.16 %as of Apr 30, 2026
Columbia Disciplined Core Fund Columbia Funds Series Trust II 178,75827.5M $0.55 %0.16 %as of Apr 30, 2026
FAM DIVIDEND FOCUS FUND Fenimore Asset Management Trust 177,40028.8M $4.57 %0.16 %as of Mar 31, 2026
Janus Henderson Venture Fund JANUS INVESTMENT FUND 176,86528.7M $0.94 %0.16 %as of Mar 31, 2026
VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 174,73232.5M $0.07 %0.15 %as of Feb 28, 2026
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 172,88232.1M $0.03 %0.15 %as of Feb 28, 2026
AVE MARIA GROWTH FUND Schwartz Investment Trust 165,00026.8M $2.55 %0.14 %as of Mar 31, 2026
Column Mid Cap Select Fund Trust for Professional Managers 164,64430.6M $1.02 %0.14 %as of Feb 28, 2026
JNL/JPMorgan MidCap Growth Fund JNL Series Trust 155,05425.2M $0.81 %0.14 %as of Mar 31, 2026
Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust 150,55223.2M $0.05 %0.13 %as of Apr 30, 2026
AVE MARIA RISING DIVIDEND FUND Schwartz Investment Trust 150,00024.4M $2.64 %0.13 %as of Mar 31, 2026
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 146,90523.9M $0.03 %0.13 %as of Mar 31, 2026
Columbia Variable Portfolio - Disciplined Core Fund Columbia Funds Variable Series Trust II 137,73322.4M $0.63 %0.12 %as of Mar 31, 2026
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST 137,25522.3M $0.07 %0.12 %as of Mar 31, 2026
VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS 137,04522.3M $0.03 %0.12 %as of Mar 31, 2026
VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND 133,72924.9M $0.31 %0.12 %as of Feb 28, 2026
Bahl & Gaynor Small/Mid Cap Income Growth ETF ETF Series Solutions 130,14721.1M $1.70 %0.11 %as of Mar 31, 2026
Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust 129,31621M $0.62 %0.11 %as of Mar 31, 2026
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC. 127,33920.7M $0.49 %0.11 %as of Mar 31, 2026
Dimensional US High Profitability ETF Dimensional ETF Trust 121,04118.6M $0.16 %0.11 %as of Apr 30, 2026
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 119,99922.3M $0.03 %0.11 %as of Feb 28, 2026
Janus Henderson Enterprise Portfolio JANUS ASPEN SERIES 110,26517.9M $1.06 %0.10 %as of Mar 31, 2026
BlackRock Global Allocation Fund, Inc. BlackRock Global Allocation Fund, Inc. 109,76916.9M $0.10 %0.10 %as of Apr 30, 2026
iShares ESG Aware MSCI USA ETF iShares Trust 106,77719.8M $0.13 %0.09 %as of Feb 28, 2026
Nomura Mid Cap Income Opportunities Fund IVY FUNDS 105,31217.1M $2.37 %0.09 %as of Mar 31, 2026
S&P 500 Index Master Portfolio Master Investment Portfolio 104,93817.1M $0.03 %0.09 %as of Mar 31, 2026
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 100,29315.4M $0.02 %0.09 %as of Apr 30, 2026
Nuveen Equity Index Fund TIAA-CREF Funds 99,23015.3M $0.03 %0.09 %as of Apr 30, 2026
iShares Core S&P U.S. Value ETF iShares Trust 97,46515.8M $0.07 %0.09 %as of Mar 31, 2026
JNL/Morningstar Wide Moat Index Fund JNL Series Trust 93,43915.2M $2.14 %0.08 %as of Mar 31, 2026
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 93,43414.4M $0.04 %0.08 %as of Apr 30, 2026
Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 91,24517M $0.12 %0.08 %as of Feb 28, 2026
EQ/Janus Enterprise Portfolio EQ Advisors Trust 90,95514.8M $1.10 %0.08 %as of Mar 31, 2026
VALUE LINE MID CAP FOCUSED FUND, INC. Value Line Mid Cap Focused Fund, Inc. 86,00014M $1.04 %0.08 %as of Mar 31, 2026
Distillate U.S. Fundamental Stability & Value ETF ETF Series Solutions 83,46413.6M $0.75 %0.07 %as of Mar 31, 2026
U.S. High Relative Profitability Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 83,31912.8M $0.21 %0.07 %as of Apr 30, 2026
iShares Russell 1000 ETF iShares Trust 83,07913.5M $0.03 %0.07 %as of Mar 31, 2026
Select Fund American Century Mutual Funds, Inc. 80,90012.5M $0.19 %0.07 %as of Apr 30, 2026
Baird Mid Cap Growth Fund Baird Funds Inc 80,83513.1M $1.81 %0.07 %as of Mar 31, 2026
iShares ESG Optimized MSCI USA ETF iShares Trust 80,12912.3M $0.32 %0.07 %as of Apr 30, 2026
JPMorgan Mid Cap Equity Fund JPMorgan Trust I 78,16812.7M $0.23 %0.07 %as of Mar 31, 2026
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 77,53711.9M $0.03 %0.07 %as of Apr 30, 2026
Nicholas II, Inc. Nicholas II, Inc. 75,50011.6M $1.32 %0.07 %as of Apr 30, 2026
T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. 74,01712M $0.03 %0.06 %as of Mar 31, 2026
JPMorgan U.S. Quality Factor ETF J.P. Morgan Exchange-Traded Fund Trust 73,52811.3M $0.15 %0.06 %as of Apr 30, 2026
BBH Select Mid Cap ETF BBH Trust 71,48711M $2.11 %0.06 %as of Apr 30, 2026
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 69,62510.7M $0.03 %0.06 %as of Apr 30, 2026
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 68,62511.2M $0.11 %0.06 %as of Mar 31, 2026
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 67,96712.6M $0.03 %0.06 %as of Feb 28, 2026
Large Cap Index Master Portfolio Master Investment Portfolio 67,58411M $0.03 %0.06 %as of Mar 31, 2026
Invesco S&P 500 Equal Weight Industrials ETF Invesco Exchange-Traded Fund Trust 67,35310.4M $1.03 %0.06 %as of Apr 30, 2026
JNL/T. Rowe Price Mid-Cap Growth Fund JNL Series Trust 66,70010.8M $0.27 %0.06 %as of Mar 31, 2026
iShares Disciplined Volatility Equity Active ETF BlackRock ETF Trust 66,13010.2M $0.61 %0.06 %as of Apr 30, 2026
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 65,80110.7M $0.02 %0.06 %as of Mar 31, 2026
Nuveen Large Cap Growth Index Fund TIAA-CREF Funds 65,11910M $0.05 %0.06 %as of Apr 30, 2026
iShares U.S. Financials ETF iShares Trust 64,3319.9M $0.29 %0.06 %as of Apr 30, 2026
Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST 61,47511.4M $0.07 %0.05 %as of Feb 28, 2026
VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND 60,97911.3M $0.05 %0.05 %as of Feb 28, 2026
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 60,7479.4M $0.03 %0.05 %as of Apr 30, 2026
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 60,0819.8M $0.20 %0.05 %as of Mar 31, 2026
iShares Morningstar Mid-Cap Growth ETF iShares Trust 58,4679M $0.26 %0.05 %as of Apr 30, 2026

Download this table: CSV, JSON

Report an error

The funds most exposed to it

The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
FAM DIVIDEND FOCUS FUND Fenimore Asset Management Trust 4.57 %as of Mar 31, 2026
Motley Fool Mid-Cap Growth ETF RBB Fund, Inc. 4.51 %as of Feb 28, 2026
SouthernSun U.S. Equity Fund ADVISORS' INNER CIRCLE III 4.12 %as of Mar 31, 2026
Jensen Quality Mid Cap Fund Trust for Professional Managers 3.80 %as of Feb 28, 2026
Invesco Bloomberg Financial Data Providers ETF Invesco Exchange-Traded Fund Trust II 3.69 %as of Feb 28, 2026
AdvisorShares Focused Equity ETF AdvisorShares Trust 3.04 %as of Mar 31, 2026
AVE MARIA RISING DIVIDEND FUND Schwartz Investment Trust 2.64 %as of Mar 31, 2026
AVE MARIA GROWTH FUND Schwartz Investment Trust 2.55 %as of Mar 31, 2026
Jensen Quality Growth ETF Trust for Professional Managers 2.52 %as of Feb 28, 2026
Guinness Atkinson US Dividend Builder ETF GUINNESS ATKINSON FUNDS 2.49 %as of Mar 31, 2026

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
2026Q2727+1540,379,267+0.9 %
2026Q1712-3640,035,196-2.7 %
2025Q4748+2241,133,557-4.1 %
2025Q3726+3442,898,829+1.6 %
2025Q2692+4542,239,709+2.0 %
2025Q1647-3441,429,626-2.4 %
2024Q4681+742,467,172-2.3 %
2024Q3674+243,465,565+0.0 %
2024Q2672+4243,456,680+4.8 %
2024Q1630+241,481,880-5.6 %
2023Q462843,938,015

Institutional managers

1,041 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
BlackRock, Inc.11,005,9491.8B $as of Mar 31, 2026
STATE STREET CORP5,507,746900.2M $as of Mar 31, 2026
ALLIANCEBERNSTEIN L.P.3,713,490828.7M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC3,465,122561.1M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC3,375,831548.5M $as of Mar 31, 2026
JANUS HENDERSON GROUP PLC2,484,197403.6M $as of Mar 31, 2026
BARCLAYS PLC2,098,938341M $as of Mar 31, 2026
MORGAN STANLEY2,026,373329.2M $as of Mar 31, 2026
Invesco Ltd.2,018,494328M $as of Mar 31, 2026
AMERIPRISE FINANCIAL INC1,851,565304.8M $as of Mar 31, 2026
NORTHERN TRUST CORP1,795,229291.7M $as of Mar 31, 2026
VAN ECK ASSOCIATES CORP1,685,383273.8K $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC1,664,274270.4M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC1,620,118263.2M $as of Mar 31, 2026
JPMORGAN CHASE & CO1,514,387247.5M $as of Mar 31, 2026
STIFEL FINANCIAL CORP1,427,892232M $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/1,189,002193.2K $as of Mar 31, 2026
WELLS FARGO & COMPANY/MN1,064,602173M $as of Mar 31, 2026
Amundi1,059,021172.1M $as of Mar 31, 2026
Navera Investment Management Ltd.1,044,983169.8M $as of Mar 31, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,033,396167.9M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,015,271165M $as of Mar 31, 2026
Mitsubishi UFJ Asset Management Co., Ltd.984,588160M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC954,197155M $as of Mar 31, 2026
T. Rowe Price Investment Management, Inc.865,540140.6K $as of Mar 31, 2026

Declared shareholders of Broadridge Financial Solutions Inc

3 beneficial ownership filings. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
Vanguard Capital Management 7.52 %8,782,308as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Portfolio Management 5.47 %6,392,831as of Mar 31, 2026 · SCHEDULE 13G
STATE STREET CORPORATION 4.70 %5,511,408as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of Broadridge Financial Solutions Inc

95 funds declare 131 bond lines of this company; the 25 largest holdings follow. The amount is the one filed, never a share of the debt: no regulator publishes the amount outstanding in open access.

FundBond linesValue
Baird Ultra Short Bond Fund135.2M $as of Mar 31, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND130.8M $as of Feb 28, 2026
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND125.6M $as of Feb 28, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND223.4M $as of Mar 31, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND217.3M $as of Mar 31, 2026
AVE MARIA BOND FUND313.2M $as of Mar 31, 2026
Baird Aggregate Bond Fund110.6M $as of Mar 31, 2026
iShares Core U.S. Aggregate Bond ETF210M $as of Feb 28, 2026
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND19.2M $as of Mar 31, 2026
AB Ultra Short Income ETF17.5M $as of Feb 28, 2026
iShares Investment Grade Systematic Bond ETF26.2M $as of Feb 28, 2026
iShares 5-10 Year Investment Grade Corporate Bond ETF15.9M $as of Feb 28, 2026
Invesco BulletShares 2026 Corporate Bond ETF15.9M $as of Feb 28, 2026
iShares iBonds Dec 2026 Term Corporate ETF15.3M $as of Apr 30, 2026
iShares iBonds Dec 2031 Term Corporate ETF15.2M $as of Apr 30, 2026
Invesco BulletShares 2029 Corporate Bond ETF15.2M $as of Feb 28, 2026
iShares iBonds Dec 2029 Term Corporate ETF15.2M $as of Apr 30, 2026
Dimensional Ultrashort Fixed Income ETF15M $as of Apr 30, 2026
iShares 1-5 Year Investment Grade Corporate Bond ETF14.9M $as of Feb 28, 2026
Invesco BulletShares 2031 Corporate Bond ETF14.7M $as of Feb 28, 2026
Schwab 5-10 Year Corporate Bond ETF14.3M $as of Mar 31, 2026
Calamos Market Neutral Income Fund13.5M $as of Apr 30, 2026
iShares Broad USD Investment Grade Corporate Bond ETF23.3M $as of Feb 28, 2026
State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF23M $as of Mar 31, 2026
Mercer Core Fixed Income Fund11.9M $as of Mar 31, 2026
Cite this page

Titelia. "Fund shareholders of Broadridge Financial Solutions Inc". https://titelia.com/en/stocks/broadridge-financial-solutions-inc-US11133T1034