Follow-The-Filings

Security

BR

Broadridge Finl Solutions In · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

15 owners 1 new 2 exits max 2.7% (Jensen Investment Managem...)

grid → activity →
owners 15
max % 2.7%
tracked value $4.4B
qoq N 1 A 6 R 5 E 2

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Jensen Investment Management Inc. 2026 Q1 2.7% Add +0.04 pp 855,784 $139M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.1% Add +0.08 pp 1,620,118 $263M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.1% Add +0.04 pp 954,197 $155M hist
Vanguard Group Inc. 2025 Q4 stale 0.1% Reduce -0.01 pp 15,052,123 $3.4B hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Add 0.00 pp 103,499 $17M hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.04 pp 1,551,748 $346M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% New 0.0% 273,860 $44M hist
Murray Stahl - Horizon Kinetics Asset Management LLC 2026 Q1 0.0% Add -0.02 pp 22,176 $4M hist
Kentucky Trust Co. 2026 Q2 stale 0.0% — 300 $41M hist
Natixis Advisors, LLC 2026 Q1 0.0% Reduce -0.02 pp 104,508 $17M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.02 pp 54,576 $12M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce -0.01 pp 231,581 $38M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Reduce 0.00 pp 2,271 $369 hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Reduce -0.08 pp 1,743 $283 hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 885 $144 hist
Ray Dalio - Bridgewater Associates, LP exited 2026 Q1 last 2025 Q4 0.0% Exit -0.02 pp 21,352 $5M hist
D. E. Shaw & Co., Inc. exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 1,479 $330 hist

15 current · 2 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $6.06B $6.51B $6.89B
Gross profit — — —
Gross margin — — —
Net income $630.6M $698.1M $839.5M
Net margin * 10.4% 10.7% 12.2%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.39B $1.54B $1.82B
Total non-current assets * $6.84B $6.7B $6.73B
Total assets $8.23B $8.24B $8.54B
Total current liabilities $2.4B $1.42B $1.86B
Total non-current liabilities * $3.59B $4.65B $4.03B
Total equity $2.24B $2.17B $2.66B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $823.3M $1.06B $1.17B
Cash from investing -$80.4M -$148M -$316.2M
Cash from financing -$714.7M -$855.5M -$600.8M
Net change in cash $27.6M $52.1M $257.1M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders