브로드리지 파이낸셜 솔루션즈, Inc.
US ˙ NYSE ˙ US11133T1034

SecurityBR / Broadridge Financial Solutions, Inc.
InstitutionVanguard Group Inc
Latest Disclosed Ownership15,292,040 shares
Ownership 13.05%
Vanguard Group Inc ownership in BR / Broadridge Financial Solutions, Inc.

2025-10-30 - Vanguard Group Inc has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 15,292,040 shares of Broadridge Financial Solutions, Inc. (US:BR). This represents 13.05 percent ownership of the company. In their previous filing dated 2024-02-13 , Vanguard Group Inc had reported owning 13,950,662 shares, indicating an increase of 9.62 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2025-10-30 2025-10-30 13G/A 13,950,662 15,292,040 9.62 13.05 10.03
2024-02-13 2024-02-13 13G/A 14,255,958 13,950,662 -2.14 11.86 -2.15
2023-02-09 2023-02-09 13G/A 13,606,219 14,255,958 4.78 12.12 3.86
2022-02-09 2022-02-09 13G/A 13,469,527 13,606,219 1.01 11.67 0.17
2021-02-10 2021-02-10 13G/A 14,293,496 13,469,527 -5.76 11.65 -6.50
2020-02-11 2020-02-11 13G/A 14,513,426 14,293,496 -1.52 12.46 0.24
2019-02-11 2019-02-11 13G/A 12,096,012 14,513,426 19.99 12.43 19.98
2018-04-10 2018-04-10 13G/A 10,506,999 12,096,012 15.12 10.36 14.98
2018-02-08 2018-02-08 13G/A 9,731,968 10,506,999 7.96 9.01 10.28
2017-02-10 2017-02-10 13G/A 9,392,341 9,731,968 3.62 8.17 3.16
2016-02-10 2016-02-10 13G/A 9,392,341 7.92
2015-02-11 2015-02-11 13G/A 9,034,302 7.52
2014-02-11 2014-02-11 13G/A 8,259,739 6.93
2013-02-13 2013-02-13 13G 6,902,168 5.64

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-01-29 2025-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 15,052,123 -243,917 -1.59 3,359,182 -7.79 0.0487
2025-11-07 2025-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 15,296,040 264,620 1.76 3,643,058 -0.27 0.0545
2025-08-11 2025-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 15,031,420 298,273 2.02 3,653,086 2.26 0.0591
2025-05-09 2025-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 14,733,147 438,381 3.07 3,572,199 10.53 0.0646
2025-02-11 2024-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 14,294,766 74,674 0.53 3,231,904 5.70 0.0563
2024-11-13 2024-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 14,220,092 -64,994 -0.45 3,057,746 8.66 0.0548
2024-08-13 2024-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 14,285,086 293,880 2.10 2,814,162 -1.82 0.0541
2024-05-10 2024-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 13,991,206 39,537 0.28 2,866,238 -0.15 0.0568
2024-03-11 2023-12-31 13F/A-1 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 13,951,669 110,886 0.80 2,870,556 15.83 0.0627
2024-02-14 2023-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 13,951,669 110,886 2,870,556 0.0545
2023-12-18 2023-09-30 13F/A-1 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 13,840,783 4,548 0.03 2,478,192 8.14 0.0609
2023-11-14 2023-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 13,840,783 4,548 2,478,192 0.0110
2023-08-14 2023-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 13,836,235 -386,188 -2.72 2,291,696 9.94 0.0543
2023-07-14 2023-03-31 13F/A-1 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 14,222,423 -33,535 -0.24 2,084,581 9.02 0.0531
2023-05-15 2023-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 14,221,423 -34,535 2,084,434 0.0531
2023-02-10 2022-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 14,255,958 212,535 1.51 1,912,152 -5.65 0.0521
2022-11-14 2022-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 14,043,423 131,997 0.95 2,026,747 2.20 0.0596
2022-08-12 2022-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 13,911,426 196,984 1.44 1,983,074 -7.14 0.0557
2022-05-13 2022-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 13,714,442 108,223 0.80 2,135,476 -14.15 0.0505
2022-02-14 2021-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 13,606,219 131,246 0.97 2,487,489 10.78 0.0565
2021-11-12 2021-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 13,474,973 128,859 0.97 2,245,470 4.16 0.0558
2021-08-13 2021-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 13,346,114 -15,240 -0.11 2,155,798 5.39 0.0536
2021-05-14 2021-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 13,361,354 -108,173 -0.80 2,045,624 -0.87 0.0553
2021-02-12 2020-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 13,469,527 -157,746 -1.16 2,063,531 14.72 0.0599
2020-11-16 2020-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 13,627,273 -277,329 -1.99 1,798,801 2.52 0.0595
2020-08-14 2020-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 13,904,602 -429,687 -3.00 1,754,621 29.08 0.0622
2020-05-15 2020-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 14,334,289 40,793 0.29 1,359,320 -23.02 0.0579
2020-02-14 2019-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 14,293,496 -192,646 -1.33 1,765,819 -2.04 0.0602
2019-11-14 2019-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 14,486,142 2,079 0.01 1,802,511 -2.53 0.0668
2019-08-14 2019-06-30 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 14,484,063 134,732 0.94 1,849,324 24.29 0.0696
2019-05-15 2019-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 14,349,331 -164,095 -1.13 1,487,882 6.51 0.0584
2019-02-14 2018-12-31 13F BROADRIDGE FINL SOLUTIONS COM 11133T103 14,513,426 228,818 1.60 1,396,917 -25.89 0.0628
2018-12-13 2018-09-30 13F/A-2 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 14,284,608 5,947 0.04 1,884,854 14.69 0.0737
2018-11-23 2018-09-30 13F/A-1 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 14,284,608 0 1,884,854 0.0737
2018-11-14 2018-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 14,284,608 5,947 1,884,854
2018-08-14 2018-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 14,278,661 2,182,649 18.04 1,643,475 23.87 0.0687
2018-05-15 2018-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 12,096,012 1,589,013 15.12 1,326,812 39.41 0.0580
2018-02-14 2017-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 10,506,999 466,108 4.64 951,724 17.28 0.0416
2017-11-14 2017-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 10,040,891 1,480 0.01 811,506 6.98 0.0379
2017-08-24 2017-06-30 13F/A-1 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 10,039,411 -61,733 -0.61 758,578 10.52 0.0374
2017-08-11 2017-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 10,039,411 -61,733 758,578
2017-05-12 2017-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 10,101,144 369,176 3.79 686,373 6.38 0.0353
2017-02-14 2016-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 9,731,968 20,395 0.21 645,229 -1.99 0.0360
2016-11-14 2016-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 9,711,573 158,383 1.66 658,348 5.70 0.0387
2016-08-10 2016-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 9,553,190 -117,040 -1.21 622,868 8.60 0.0387
2016-05-13 2016-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 9,670,230 277,889 2.96 573,542 13.65 0.0372
2016-02-08 2015-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 9,392,341 248,943 2.72 504,650 -0.28 0.0339
2015-11-12 2015-09-30 13F/A-1 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 9,143,398 -175,632 -1.88 506,087 8.59 0.0215
2015-11-12 2015-09-30 13F/A-1 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 9,143,398 -175,632 506,087 0.0215
2015-11-12 2015-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 18,221,462 848,215
2015-08-13 2015-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 9,319,030 238,338 2.62 466,045 -6.70 0.0315
2015-05-15 2015-03-31 13F/A-1 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 9,080,692 46,390 0.51 499,530 19.73 0.0339
2015-05-14 2015-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 9,080,692 499,530
2015-02-12 2014-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 9,034,302 195,336 2.21 417,204 13.38 0.0300
2014-11-12 2014-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 8,838,966 77,793 0.89 367,966 0.86 0.0287
2014-08-11 2014-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 8,761,173 185,383 2.16 364,815 14.54 0.0287
2014-05-13 2014-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 8,575,790 316,051 3.83 318,505 -2.43 0.0268
2014-02-12 2013-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 8,259,739 227,939 2.84 326,424 28.00 0.0287
2013-11-07 2013-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 8,031,800 795,867 11.00 255,010 32.59 0.0249
2013-08-13 2013-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 7,235,933 7,235,933 192,331 0.0202
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.