Broadridge Financial Solutions, Inc.
US ˙ NYSE ˙ US11133T1034

SecurityBR / Broadridge Financial Solutions, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership1,015,271 shares
Latest Disclosed Value $ 164,973,854
Dimensional Fund Advisors Lp reports 6.44% increase in ownership of BR / Broadridge Financial Solutions, Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 1,015,271 shares of Broadridge Financial Solutions, Inc. (US:BR) valued at $164,961,232 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 953,867 shares of Broadridge Financial Solutions, Inc.. This represents a change in shares of 6.44% during the quarter. The current value of the position is $153,651,113 USD.

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)
2026-05-07 2026-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,015,271 61,404 6.44 164,974 -22.51 0.0343
2026-02-12 2025-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 953,867 -1,566 -0.16 212,891 -6.44 0.0447
2025-11-12 2025-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 955,433 -36,254 -3.66 227,550 -5.58 0.0488
2025-08-12 2025-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 991,687 1,519 0.15 240,986 0.40 0.0558
2025-05-13 2025-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 990,168 18,388 1.89 240,037 9.25 0.0597
2025-02-13 2024-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 971,780 26,206 2.77 219,709 8.07 0.0528
2024-11-07 2024-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 945,574 4,449 0.47 203,307 9.65 0.0493
2024-08-09 2024-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 941,125 72,018 8.29 185,417 4.14 0.0484
2024-05-10 2024-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 869,107 -11,288 -1.28 178,045 -1.71 0.0482
2024-02-07 2023-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 880,395 33,101 3.91 181,142 19.39 0.0529
2023-11-09 2023-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 847,294 7,185 0.86 151,720 9.04 0.0498
2023-08-09 2023-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 840,109 -283 -0.03 139,138 12.96 0.0443
2023-05-12 2023-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 840,392 4,105 0.49 123,170 109,873.21 0.0415
2023-02-09 2022-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 836,287 3,666 0.44 112 -99.91 0.0331
2022-11-10 2022-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 832,621 2,077 0.25 120,178 1.51 0.0461
2022-08-12 2022-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 830,544 -8,796 -1.05 118,393 -9.41 0.0425
2022-05-13 2022-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 839,340 19,679 2.40 130,694 -12.78 0.0403
2022-02-09 2021-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 819,661 7,665 0.94 149,849 10.74 0.0453
2021-11-12 2021-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 811,996 9,151 1.14 135,321 4.35 0.0436
2021-08-12 2021-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 802,845 13,511 1.71 129,685 7.31 0.0411
2021-05-14 2021-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 789,334 5,678 0.72 120,847 0.66 0.0400
2021-03-08 2020-12-31 13F/A-2 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 783,656 18,132 2.37 120,052 18.81 0.0434
2021-02-11 2020-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 783,656 18,132 120,052 43,356.4013
2020-11-12 2020-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 765,524 33,442 4.57 101,045 9.38 0.0428
2020-08-13 2020-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 732,082 31,141 4.44 92,379 38.96 0.0406
2020-05-14 2020-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 700,941 24,893 3.68 66,478 -20.40 0.0346
2020-02-14 2019-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 676,048 5,521 0.82 83,516 0.10 0.0304
2019-11-12 2019-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 670,527 -18,185 -2.64 83,432 -5.13 0.0324
2019-08-13 2019-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 688,712 3,288 0.48 87,940 23.74 0.0341
2019-08-12 2019-03-31 13F/A-2 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 685,424 37,064 5.72 71,069 13.89 0.0283
2019-05-10 2019-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 685,424 37,064 71,069
2019-02-26 2018-12-31 13F/A-1 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 648,360 19,230 3.06 62,403 -24.83 0.0283
2019-02-13 2018-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 648,360 19,230 62,403
2018-11-13 2018-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 629,130 9,250 1.49 83,011 16.35 0.0316
2018-08-10 2018-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 619,880 55,859 9.90 71,347 15.32 0.0284
2018-05-11 2018-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 564,021 6,438 1.15 61,867 22.49 0.0258
2018-02-12 2017-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 557,583 4,279 0.77 50,508 12.95 0.0209
2017-11-13 2017-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 553,304 3,986 0.73 44,717 7.74 0.0195
2017-08-11 2017-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 549,318 6,727 1.24 41,505 12.58 0.0192
2017-05-12 2017-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 542,591 6,800 1.27 36,868 3.78 0.0176
2017-02-09 2016-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 535,791 -2,416 -0.45 35,525 -2.63 0.0177
2016-11-10 2016-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 538,207 -8,581 -1.57 36,484 2.35 0.0197
2016-08-09 2016-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 546,788 -1,382 -0.25 35,646 9.64 0.0205
2016-05-13 2016-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 548,170 -26,342 -4.59 32,511 5.31 0.0195
2016-02-10 2015-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 574,512 -7,616 -1.31 30,871 -4.19 0.0192
2015-11-13 2015-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 582,128 -73,115 -11.16 32,222 -1.67 0.0212
2015-08-14 2015-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 655,243 26,241 4.17 32,770 -5.29 0.0201
2015-05-14 2015-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 629,002 60,326 10.61 34,599 31.74 0.0218
2015-02-06 2014-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 568,676 126,572 28.63 26,263 42.69 0.0172
2014-11-13 2014-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 442,104 31,888 7.77 18,405 7.77 0.0130
2014-08-08 2014-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 410,216 50,879 14.16 17,078 27.99 0.0119
2014-05-14 2014-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 359,337 31,433 9.59 13,343 2.96 0.0100
2014-02-12 2013-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 327,904 41,317 14.42 12,959 42.44 0.0101
2013-11-13 2013-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 286,587 20,268 7.61 9,098 28.54 0.0079
2013-08-15 2013-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 266,319 266,319 7,078 0.0067
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.