Morningstar Investment Services »

Broadridge Financial Solutions shares owned by Morningstar Investment Services

Quarter-by-quarter ownership of Broadridge Financial Solutions (BR) shares owned by Morningstar Investment Services from 13F filings

Historical chart of Morningstar Investment Services investment in Broadridge Financial Solutions

Tip: Access up to 7 years of quarterly data

All positions including Broadridge Financial Solutions held by Morningstar Investment Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Broadridge Financial Solutions by Morningstar Investment Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $15M 69k 212.02
2024-03-31 $19M 93k 203.84
2023-12-31 $39M 190k 205.83
2023-09-30 $18M 97k 181.00
2023-06-30 $16M 96k 162.88
2023-03-31 $14M 94k 144.46

More positions owned by Morningstar Investment Services

Vanguard Index Fds Stk Mrk Etf (VTI)
Vanguard Bd Index Total Bnd Mrkt (BND)
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA)
Meta Platforms Cl A (META)
Booking Holdings (BKNG)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Vanguard Scottsdale Fds Mortg-back Sec (VMBS)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Charles Schwab Corporation (SCHW)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Alphabet Cap Stk Cl A (GOOGL)
Starbucks Corporation (SBUX)
Iqvia Holdings (IQV)

View all positions for Morningstar Investment Services

Top funds holding Broadridge Financial Solutions

Vanguard Group
BlackRock
BlackRock
Morgan Stanley
State Street Corporation
Henderson Group
Geode Capital Management
Capital Research and Management Company - Division 3
T. Rowe Price Investment Management
T. Rowe Price Associates
Jensen Investment Management
Barclays
Mitsubishi UFJ Asset Management
Stifel Financial
Invesco

View all funds holding Broadridge Financial Solutions