Also trades as: 0HPW.L (LSE) · $vol 0M
BR Institutional Ownership
Broadridge Financial Solutions, Inc.
1W: -1.6%
1M: +8.7%
3M: +11.2%
YTD: -19.7%
1Y: -23.4%
3Y: +6.0%
5Y: +5.2%
$177.09
-4.00 (-2.21%)
Pre-Market: $178.38 (+1.28, +0.73%)
Weekly Expected Move ±3.9%
$169
$176
$183
$191
$198
Credit Risk of going bust: lower than 79% of companies Debt: 15.0% of company value Bonds: $54.8M held by 121 funds, 89 bp over Treasuries → details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $1.88 (down 99%), Broadridge Financial Solutions, Inc. would be worth roughly what it owes.
Total debt $3.52B against a stock market value of $19.99B.
Distance to default 9.32 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $1.63B (short-term plus half of long-term), stock volatility 29.9%; Altman Z'' 3.37. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $1.88 (down 99%), Broadridge Financial Solutions, Inc. would be worth roughly what it owes.
Total debt $3.52B against a stock market value of $19.99B.
Distance to default 9.32 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $1.63B (short-term plus half of long-term), stock volatility 29.9%; Altman Z'' 3.37. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — BR
1,165
Institutional Holders
-85 vs prior quarter
0.0%
Ownership
+0.00pp
$15B
Total Invested
116
New Positions
369
Increased
553
Reduced
144
Closed
0.90
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1337 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 10,762,454 | $1.9B | -243,495 | -2.2% | 8Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 7,554,630 | $1.3B | -38,140 | -0.5% | 2Q | SEC ↗ |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 6,099,941 | $1.1B | -263,813 | -4.1% | 2Q | SEC ↗ |
| 4 | STATE STREET CORP | 5,713,387 | $1.0B | +205,641 | +3.7% | 46Q | SEC ↗ |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 3,699,796 | $655M | +323,965 | +9.6% | 15Q | SEC ↗ |
| 6 | Sixth Street Partners Management Compa NEW | 3,699,796 | $655M | — | +0.0% | 1Q | SEC ↗ |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 3,309,239 | $586M | -155,883 | -4.5% | 77Q | SEC ↗ |
| 8 | JANUS HENDERSON GROUP PLC | 2,484,197 | $440M | -150,731 | -5.7% | 44Q | SEC ↗ |
| 9 | ALLIANCEBERNSTEIN L.P. | 2,465,416 | $437M | -1,248,074 | -33.6% | 63Q | SEC ↗ |
| 10 | MORGAN STANLEY | 2,144,060 | $380M | +117,687 | +5.8% | 60Q | SEC ↗ |
| 11 | Invesco Ltd. | 2,031,771 | $360M | +13,277 | +0.7% | 77Q | SEC ↗ |
| 12 | Jupiter Topco LLC NEW | 1,912,032 | $339M | — | +0.0% | 1Q | SEC ↗ |
| 13 | VAN ECK ASSOCIATES CORP | 1,875,684 | $332M | +190,301 | +11.3% | 9Q | SEC ↗ |
| 14 | NORTHERN TRUST CORP | 1,862,049 | $330M | +66,820 | +3.7% | 77Q | SEC ↗ |
| 15 | BARCLAYS PLC | 1,823,639 | $323M | -275,299 | -13.1% | 67Q | SEC ↗ |
| 16 | NORGES BANK NEW | 1,773,005 | $314M | — | +0.0% | 1Q | SEC ↗ |
| 17 | AQR CAPITAL MANAGEMENT LLC | 1,686,647 | $299M | +66,529 | +4.1% | 72Q | SEC ↗ |
| 18 | GOLDMAN SACHS GROUP INC | 1,609,757 | $285M | -54,517 | -3.3% | 15Q | SEC ↗ |
| 19 | TWO SIGMA INVESTMENTS, LP | 1,495,045 | $265M | +1,132,448 | +312.3% | 8Q | SEC ↗ |
| 20 | UBS Group AG | 1,445,992 | $256M | +622,846 | +75.7% | 47Q | SEC ↗ |
| 21 | MANUFACTURERS LIFE INSURANCE COMPANY, | 1,445,207 | $256M | +1,058,772 | +274.0% | 53Q | SEC ↗ |
| 22 | STIFEL FINANCIAL CORP | 1,442,502 | $255M | +14,610 | +1.0% | 48Q | SEC ↗ |
| 23 | Qube Research & Technologies Ltd | 1,313,142 | $233M | +792,522 | +152.2% | 10Q | SEC ↗ |
| 24 | FIL Ltd | 1,144,647 | $203M | +1,143,820 | +138309.6% | 2Q | SEC ↗ |
| 25 | WELLS FARGO & COMPANY/MN | 1,003,473 | $178M | -61,129 | -5.7% | 77Q | SEC ↗ |
| 26 | UBS AM, a distinct business unit of UB | 990,972 | $175M | -42,424 | -4.1% | 63Q | SEC ↗ |
| 27 | AMERIPRISE FINANCIAL INC | 976,633 | $173M | -874,932 | -47.3% | 16Q | SEC ↗ |
| 28 | DIMENSIONAL FUND ADVISORS LP | 976,493 | $173M | -38,778 | -3.8% | 77Q | SEC ↗ |
| 29 | MILLENNIUM MANAGEMENT LLC | 968,428 | $171M | +14,231 | +1.5% | 16Q | SEC ↗ |
| 30 | CITADEL ADVISORS LLC | 906,060 | $160M | +674,479 | +291.2% | 19Q | SEC ↗ |
| 31 | YACKTMAN ASSET MANAGEMENT LP NEW | 878,522 | $156M | — | +0.0% | 1Q | SEC ↗ |
| 32 | PRICE T ROWE ASSOCIATES INC /MD | 852,336 | $151M | -336,666 | -28.3% | 16Q | SEC ↗ |
| 33 | NORDEA INVESTMENT MANAGEMENT AB | 812,172 | $144M | +111,702 | +15.9% | 43Q | SEC ↗ |
| 34 | Amundi | 771,688 | $137M | -287,333 | -27.1% | 21Q | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 742,884 | $132M | -51,395 | -6.5% | 76Q | SEC ↗ |
| 36 | Legal & General Group Plc | 724,145 | $128M | -87,163 | -10.7% | 27Q | SEC ↗ |
| 37 | Vinva Investment Management Ltd | 681,960 | $121M | +440,646 | +182.6% | 11Q | SEC ↗ |
| 38 | JPMORGAN CHASE & CO | 673,443 | $119M | -840,944 | -55.5% | 77Q | SEC ↗ |
| 39 | VANGUARD FIDUCIARY TRUST CO | 649,062 | $115M | -22,949 | -3.4% | 2Q | SEC ↗ |
| 40 | DEUTSCHE BANK AG | 617,350 | $109M | +51,069 | +9.0% | 52Q | SEC ↗ |
| 41 | VICTORY CAPITAL MANAGEMENT INC | 605,505 | $107M | +445,609 | +278.7% | 52Q | SEC ↗ |
| 42 | BANK OF AMERICA CORP /DE | 586,067 | $104M | +17,709 | +3.1% | 15Q | SEC ↗ |
| 43 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 523,341 | $93M | -11,052 | -2.1% | 68Q | SEC ↗ |
| 44 | Corient Private Wealth LP | 451,333 | $80M | +54,312 | +13.7% | 15Q | SEC ↗ |
| 45 | TUDOR INVESTMENT CORP ET AL | 444,687 | $79M | +290,277 | +188.0% | 3Q | SEC ↗ |
| 46 | ENVESTNET ASSET MANAGEMENT INC | 434,269 | $77M | -80,228 | -15.6% | 59Q | SEC ↗ |
| 47 | Allianz Asset Management GmbH | 424,311 | $75M | +342,764 | +420.3% | 54Q | SEC ↗ |
| 48 | CIBC Bancorp USA Inc. | 411,094 | $73M | -46,033 | -10.1% | 2Q | SEC ↗ |
| 49 | NOMURA ASSET MANAGEMENT INTERNATIONAL | 405,401 | $72M | -202,835 | -33.3% | 3Q | SEC ↗ |
| 50 | JENSEN INVESTMENT MANAGEMENT INC | 380,126 | $67M | -475,658 | -55.6% | 37Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 3,699,796 | $655M |
| Jupiter Topco LLC | 1,912,032 | $339M |
| NORGES BANK | 1,773,005 | $314M |
| YACKTMAN ASSET MANAGEMENT LP | 878,522 | $156M |
| HRT FINANCIAL LP | 342,104 | $61M |
| Trexquant Investment LP | 182,250 | $32M |
| Reynders McVeigh Capital Management | 87,447 | $15M |
| Nykredit A/S | 56,236 | $10M |
| Bridgewater Associates, LP | 35,752 | $6M |
| Numerai GP LLC | 32,375 | $6M |
| CEERA INVESTMENTS, LLC | 23,694 | $4M |
| BLI - Banque de Luxembourg Investme | 21,017 | $4M |
| Freestone Grove Partners LP | 19,988 | $4M |
| ING GROEP NV | 18,920 | $3M |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 18,000 | $3M |
| DARK FOREST CAPITAL MANAGEMENT LP | 16,235 | $3M |
| Weiss Asset Management LP | 16,205 | $3M |
| IVY LANE CAPITAL MANAGEMENT, LLC | 16,000 | $3M |
| Paralel Advisors LLC | 14,218 | $3M |
| Magnetar Financial LLC | 13,722 | $2M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| T. Rowe Price Investment Management | 865,540 | $153M |
| Rathbones Group PLC | 402,622 | $71M |
| Capital International Investors | 297,785 | $53M |
| PARNASSUS INVESTMENTS, LLC | 258,836 | $46M |
| Moran Wealth Management, LLC | 68,105 | $12M |
| Walter Public Investments Inc. | 65,569 | $12M |
| Alley Investment Management Company | 51,369 | $9M |
| Tredje AP-fonden | 44,849 | $8M |
| McCollum Christoferson Group LLC | 44,183 | $8M |
| Motley Fool Wealth Management, LLC | 43,817 | $8M |
| VAN LANSCHOT KEMPEN INVESTMENT MANA | 32,041 | $6M |
| O'Brien Greene & Co. Inc | 31,309 | $6M |
| IEQ CAPITAL, LLC | 27,048 | $5M |
| Palmer Knight Co | 24,569 | $4M |
| Skandinaviska Enskilda Banken AB (p | 24,048 | $4M |
| Virtu Financial LLC | 22,906 | $4M |
| Oak Thistle LLC | 22,644 | $4M |
| LEUTHOLD GROUP, LLC | 22,615 | $4M |
| AGF MANAGEMENT LTD | 21,073 | $4M |
| WOODLEY FARRA MANION PORTFOLIO MANA | 19,085 | $3M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| FIL Ltd | +1,143,820 | +138309.6% | 1,144,647 |
| TWO SIGMA INVESTMENTS, LP | +1,132,448 | +312.3% | 1,495,045 |
| MANUFACTURERS LIFE INSURANCE COMPAN | +1,058,772 | +274.0% | 1,445,207 |
| Qube Research & Technologies Ltd | +792,522 | +152.2% | 1,313,142 |
| CITADEL ADVISORS LLC | +674,479 | +291.2% | 906,060 |
| UBS Group AG | +622,846 | +75.7% | 1,445,992 |
| VICTORY CAPITAL MANAGEMENT INC | +445,609 | +278.7% | 605,505 |
| Vinva Investment Management Ltd | +440,646 | +182.6% | 681,960 |
| BANK OF NOVA SCOTIA | +360,707 | +1988.2% | 378,849 |
| Allianz Asset Management GmbH | +342,764 | +420.3% | 424,311 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +323,965 | +9.6% | 3,699,796 |
| JANE STREET GROUP, LLC | +305,366 | +4988.8% | 311,487 |
| TUDOR INVESTMENT CORP ET AL | +290,277 | +188.0% | 444,687 |
| STATE STREET CORP | +205,641 | +3.7% | 5,713,387 |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | +192,104 | +185.4% | 295,742 |
| VAN ECK ASSOCIATES CORP | +190,301 | +11.3% | 1,875,684 |
| Caisse de depot et placement du Que | +144,891 | +1112.6% | 157,914 |
| Quantinno Capital Management LP | +140,267 | +170.5% | 222,519 |
| MORGAN STANLEY | +117,687 | +5.8% | 2,144,060 |
| NORDEA INVESTMENT MANAGEMENT AB | +111,702 | +15.9% | 812,172 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | -1,248,074 | -33.6% | 2,465,416 |
| Navera Investment Management Ltd. | -1,041,799 | -99.7% | 3,184 |
| AMERIPRISE FINANCIAL INC | -874,932 | -47.3% | 976,633 |
| JPMORGAN CHASE & CO | -840,944 | -55.5% | 673,443 |
| Mitsubishi UFJ Asset Management Co. | -693,402 | -70.4% | 291,186 |
| APG Asset Management N.V. | -686,791 | -88.6% | 88,714 |
| KAYNE ANDERSON RUDNICK INVESTMENT M | -678,631 | -98.5% | 10,051 |
| PINEBRIDGE INVESTMENTS LLC | -652,055 | -94.1% | 40,610 |
| JENSEN INVESTMENT MANAGEMENT INC | -475,658 | -55.6% | 380,126 |
| PRICE T ROWE ASSOCIATES INC /MD | -336,666 | -28.3% | 852,336 |
| Amundi | -287,333 | -27.1% | 771,688 |
| BARCLAYS PLC | -275,299 | -13.1% | 1,823,639 |
| Fayez Sarofim & Co | -265,507 | -69.7% | 115,362 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | -263,813 | -4.1% | 6,099,941 |
| MARSHALL WACE, LLP | -254,873 | -93.1% | 18,987 |
| BlackRock, Inc. | -243,495 | -2.2% | 10,762,454 |
| CANADA PENSION PLAN INVESTMENT BOAR | -208,923 | -46.0% | 244,906 |
| NOMURA ASSET MANAGEMENT INTERNATION | -202,835 | -33.3% | 405,401 |
| GEODE CAPITAL MANAGEMENT, LLC | -155,883 | -4.5% | 3,309,239 |
| ANCHOR CAPITAL ADVISORS LLC | -152,538 | -90.7% | 15,681 |