Broadridge Financial Solutions, Inc.
US ˙ NYSE ˙ US11133T1034

SecurityBR / Broadridge Financial Solutions, Inc.
InstitutionInvesco Ltd.
Latest Disclosed Ownership2,018,494 shares
Latest Disclosed Value $ 327,964,911
Invesco Ltd. reports 30.44% increase in ownership of BR / Broadridge Financial Solutions, Inc.

On May 12, 2026 - Invesco Ltd. filed a 13F-HR form disclosing ownership of 2,018,494 shares of Broadridge Financial Solutions, Inc. (US:BR) valued at $327,964,905 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 19, 2026 disclosing 1,547,488 shares of Broadridge Financial Solutions, Inc.. This represents a change in shares of 30.44% during the quarter. The current value of the position is $311,049,925 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)
2026-05-12 2026-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,018,494 471,006 30.44 327,965 -5.03 0.0063
2026-02-19 2025-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,547,488 113,806 7.94 345,353 1.14 0.0530
2025-11-13 2025-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,433,682 -33,092 -2.26 341,460 -4.21 0.0538
2025-08-13 2025-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,466,774 36,355 2.54 356,470 2.78 0.0606
2025-05-12 2025-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,430,419 -30,592 -2.09 346,819 5.00 0.0657
2025-02-13 2024-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,461,011 55,080 3.92 330,320 9.26 0.0611
2024-11-12 2024-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,405,931 59,164 4.39 302,317 13.95 0.0584
2024-08-13 2024-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,346,767 148,959 12.44 265,313 8.12 0.0561
2024-05-14 2024-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,197,808 321,479 36.68 245,383 36.09 0.0527
2024-02-13 2023-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 876,329 125,259 16.68 180,305 34.08 0.0429
2023-11-13 2023-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 751,070 -23,133 -2.99 134,479 4.87 0.0362
2023-08-11 2023-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 774,203 -1,962 -0.25 128,231 12.72 0.0336
2023-05-12 2023-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 776,165 -136,512 -14.96 113,763 -7.07 0.0317
2023-02-13 2022-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 912,677 78,847 9.46 122,417 1.73 0.0359
2022-11-14 2022-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 833,830 -38,282 -4.39 120,339 -3.20 0.0387
2022-08-15 2022-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 872,112 -56,778 -6.11 124,322 -14.05 0.0377
2022-05-16 2022-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 928,890 -365,156 -28.22 144,637 -38.86 0.0369
2022-02-14 2021-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,294,046 43,725 3.50 236,577 13.55 0.0570
2021-11-15 2021-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,250,321 -60,541 -4.62 208,354 -1.60 0.0528
2021-08-17 2021-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,310,862 -92,871 -6.62 211,743 -1.47 0.0521
2021-05-17 2021-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,403,733 161,435 12.99 214,911 12.92 0.0574
2021-02-16 2020-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,242,298 22,694 1.86 190,321 18.22 0.0554
2020-11-16 2020-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,219,604 -9,134 -0.74 160,988 3.83 0.0544
2020-08-14 2020-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,228,738 579,277 89.19 155,053 151.76 0.0554
2020-05-15 2020-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 649,461 -156,931 -19.46 61,588 -38.18 0.0259
2020-02-14 2019-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 806,392 -88,267 -9.87 99,622 -10.51 0.0309
2019-11-14 2019-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 894,659 -3,234 -0.36 111,322 -2.90 0.0291
2019-08-14 2019-06-30 13F/A-1 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 897,893 -63,963 -6.65 114,643 14.95 0.0295
2019-08-14 2019-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 897,893 -952,671 114,643
2019-05-15 2019-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 961,856 -13,157 -1.35 99,735 6.28 0.0336
2019-02-14 2018-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 975,013 -989,800 -50.38 93,845 -63.80 0.0359
2018-11-14 2018-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,964,813 665,186 51.18 259,257 73.31 0.0816
2018-08-14 2018-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,299,627 708,955 120.03 149,589 130.88 0.0495
2018-05-15 2018-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 590,672 -48,504 -7.59 64,791 11.91 0.0242
2018-02-14 2017-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 639,176 -81,500 -11.31 57,897 -0.60 0.0209
2017-11-14 2017-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 720,676 -3,651 -0.50 58,244 6.42 0.0215
2017-08-14 2017-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 724,327 2,943 0.41 54,731 11.65 0.0170
2017-05-15 2017-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 721,384 37,680 5.51 49,018 8.14 0.0161
2017-02-14 2016-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 683,704 119,111 21.10 45,330 18.44 0.0152
2016-11-14 2016-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 564,593 440,083 353.45 38,273 371.40 0.0132
2016-08-15 2016-06-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 124,510 9,106 7.89 8,119 18.61 0.0030
2016-05-16 2016-03-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 115,404 21,250 22.57 6,845 35.30 0.0028
2016-02-16 2015-12-31 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 94,154 11,070 13.32 5,059 10.00 0.0020
2015-11-16 2015-09-30 13F BROADRIDGE FINL SOLUTIONS IN COM 11133T103 83,084 -2,028 -2.38 4,599 8.06 0.0020
2015-08-14 2015-06-30 13F BROADRIDGE FINANCIAL SOL COMMON 11133T103 85,112 746 0.88 4,256 -8.30 0.0017
2015-05-15 2015-03-31 13F BROADRIDGE FINANCIAL SOL COMMON 11133T103 84,366 1,011 1.21 4,641 20.58 0.0018
2015-02-13 2014-12-31 13F BROADRIDGE FINANCIAL SOL COMMON 11133T103 83,355 -1,283,457 -93.90 3,849 -93.24 0.0015
2014-11-14 2014-09-30 13F BROADRIDGE FINANCIAL SOL COMMON 11133T103 1,366,812 804 0.06 56,901 0.04 0.0227
2014-08-14 2014-06-30 13F BROADRIDGE FINANCIAL SOL COMMON 11133T103 1,366,008 -38,572 -2.75 56,881 9.04 0.0224
2014-05-15 2014-03-31 13F BROADRIDGE FINANCIAL SOL COMMON 11133T103 1,404,580 23,909 1.73 52,166 -4.39 0.0212
2014-02-13 2013-12-31 13F BROADRIDGE FINANCIAL SOL COMMON 11133T103 1,380,671 23,653 1.74 54,562 26.64 0.0217
2013-11-13 2013-09-30 13F BROADRIDGE FINANCIAL SOL COMMON 11133T103 1,357,018 -24,492 -1.77 43,086 17.34 0.0187
2013-08-14 2013-06-30 13F BROADRIDGE FINANCIAL SOL COMMON 11133T103 1,381,510 1,381,510 36,720 0.0171
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.