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. This table lists the 787 that declare it in a regulatory filing. The other 2 publish their holdings in their own reports. They are not in the table.

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 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in 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 row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

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 table shows the 25 largest.

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

There are 3 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

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 table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because 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
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Titelia. "Fund shareholders of Broadridge Financial Solutions Inc". https://titelia.com/en/stocks/broadridge-financial-solutions-inc-US11133T1034