As of the latest SEC filings, BROADRIDGE FINANCIAL SOLUTIONS, INC. (BR) is held by 740 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $603,115,198.80 in market value, representing 0.03% of its portfolio.
Funds holding BROADRIDGE FINANCIAL SOLUTIONS, INC. (BR)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- BR
- CIK:
- 0001383312
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.03% | $603,115,198.80 | 3,711,935 | Mar 31, 2026 | May 28, 2026 |
|
VFIAX
VANGUARD 500 INDEX FUND
|
ETF | Vanguard | 0.03% | $482,206,519.20 | 2,967,790 | Mar 31, 2026 | May 28, 2026 |
|
VO
VANGUARD MID-CAP INDEX FUND
|
ETF | Vanguard | 0.21% | $409,666,348.32 | 2,521,334 | Mar 31, 2026 | May 28, 2026 |
|
FXAIX
Fidelity 500 Index Fund
|
MF | Fidelity | 0.04% | $276,112,858.92 | 1,485,516 | Feb 28, 2026 | Apr 24, 2026 |
|
MOAT
VanEck Morningstar Wide Moat ETF
|
ETF | Independent / Boutique | 2.15% | $249,532,234.56 | 1,535,772 | Mar 31, 2026 | May 28, 2026 |
|
IVV
iShares Core S&P 500 ETF
|
ETF | BlackRock / iShares | 0.03% | $243,953,321.28 | 1,501,436 | Mar 31, 2026 | May 28, 2026 |
|
SPY
SPDR S&P 500 ETF Trust
|
ETF | State Street (SPDR) | 0.03% | $222,212,684.88 | 1,367,631 | Mar 31, 2026 | May 28, 2026 |
|
JAENX
Janus Henderson Enterprise Fund
|
MF | Independent / Boutique | 1.02% | $207,970,825.44 | 1,279,978 | Mar 31, 2026 | May 29, 2026 |
|
VIVAX
VANGUARD VALUE INDEX FUND
|
ETF | Vanguard | 0.08% | $175,492,698.24 | 1,080,088 | Mar 31, 2026 | May 28, 2026 |
|
VMGIX
VANGUARD MID-CAP GROWTH INDEX FUND
|
ETF | Vanguard | 0.49% | $144,282,240.00 | 888,000 | Mar 31, 2026 | May 28, 2026 |
|
RSP
Invesco S&P 500 Equal Weight ETF
|
ETF | Invesco | 0.16% | $141,904,888.40 | 921,580 | Apr 30, 2026 | Jun 29, 2026 |
|
IWP
iShares Russell Mid-Cap Growth ETF
|
ETF | BlackRock / iShares | 0.62% | $115,487,534.40 | 710,780 | Mar 31, 2026 | May 28, 2026 |
|
PDGIX
T. Rowe Price Dividend Growth Fund, Inc.
|
MF | T. Rowe Price | 0.50% | $113,813,990.40 | 700,480 | Mar 31, 2026 | May 28, 2026 |
|
VIIIX
VANGUARD INSTITUTIONAL INDEX FUND
|
MF | Vanguard | 0.03% | $106,865,045.76 | 657,712 | Mar 31, 2026 | May 28, 2026 |
|
XLI
State Street(R) Industrial Select Sector SPDR(R) ETF
|
ETF | State Street (SPDR) | 0.38% | $106,411,239.12 | 654,919 | Mar 31, 2026 | May 28, 2026 |
|
ALLIX
AB LARGE CAP GROWTH FUND INC
|
MF | Independent / Boutique | 0.43% | $102,849,401.20 | 667,940 | Apr 30, 2026 | Jun 24, 2026 |
|
VDADX
VANGUARD DIVIDEND APPRECIATION INDEX FUND
|
ETF | Vanguard | 0.08% | $100,940,665.12 | 655,544 | Apr 30, 2026 | Jun 26, 2026 |
|
OSGIX
JPMorgan Mid Cap Growth Fund
|
MF | JPMorgan | 0.80% | $91,603,136.88 | 563,781 | Mar 31, 2026 | May 29, 2026 |
|
JENSX
The Jensen Quality Growth Fund Inc
|
MF | Independent / Boutique | 2.46% | $87,358,900.00 | 470,000 | Feb 28, 2026 | Apr 21, 2026 |
|
SPLV
Invesco S&P 500 Low Volatility ETF
|
ETF | Invesco | 1.00% | $82,912,331.99 | 446,077 | Feb 28, 2026 | Apr 28, 2026 |
|
IWR
iShares Russell Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.15% | $72,263,792.40 | 444,755 | Mar 31, 2026 | May 28, 2026 |
|
VHYAX
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
ETF | Vanguard | 0.07% | $70,717,778.68 | 459,266 | Apr 30, 2026 | Jun 26, 2026 |
|
IWF
iShares Russell 1000 Growth ETF
|
ETF | BlackRock / iShares | 0.06% | $69,360,924.72 | 426,889 | Mar 31, 2026 | May 22, 2026 |
|
FSMDX
Fidelity Mid Cap Index Fund
|
MF | Fidelity | 0.13% | $66,465,774.96 | 431,652 | Apr 30, 2026 | Jun 26, 2026 |
|
WLGAX
Nomura Large Cap Growth Fund
|
MF | Independent / Boutique | 1.09% | $63,706,458.24 | 392,088 | Mar 31, 2026 | May 28, 2026 |
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