ENVESTNET ASSET MANAGEMENT INC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1407543
Berwyn, PA
Position in BR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$59,473,139
-$24,122,333 QoQ
Shares Held
434,269
-15.6% QoQ
Ownership
0.381%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#44
of 986 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $789,452,535 across 33 Information Technology Services names. BR ranks #5 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
1,016,199 | $285,765,320 | |
| 2 | ACN |
Accenture plc
|
1,145,036 | $142,488,279 | |
| 3 | CDW |
CDW Corp
|
473,353 | $66,572,365 | |
| 4 | JKHY |
Jack Henry & Associates Inc
|
445,277 | $61,332,453 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
This page
|
434,269 | $59,473,139 | |
| 6 | IT |
Gartner Inc
|
199,543 | $25,864,763 | |
| 7 | CACI |
Caci International Inc /De/
|
53,994 | $25,013,260 | |
| 8 | FIS |
Fidelity National Information Services, Inc.
|
525,160 | $20,418,220 |
All Filings in BR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,473,139 | 434,269 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $83,595,472 | 514,497 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $108,699,635 | 487,071 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $134,156,635 | 563,281 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $144,078,634 | 592,843 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $157,122,808 | 648,036 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $161,551,479 | 714,545 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $136,072,704 | 632,808 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $129,539,714 | 657,562 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $135,892,651 | 663,344 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $136,812,228 | 664,944 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $123,155,961 | 687,830 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $50,674,167 | 305,948 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $40,764,927 | 278,126 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $31,429,073 | 234,318 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $34,645,026 | 240,057 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $33,221,562 | 233,052 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $34,827,188 | 223,667 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $41,833,603 | 228,824 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $30,914,386 | 185,516 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $35,911,511 | 222,321 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $37,733,944 | 246,466 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $23,425,199 | 152,906 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $19,875,768 | 150,574 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $20,127,557 | 159,502 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $17,367,924 | 183,148 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||