Rockefeller Capital Management L.P.
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1739439
NEW YORK, NY
Position in BR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,931,832
-$1,210,170 QoQ
Shares Held
28,710
-9.3% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#241
of 1,006 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Rockefeller Capital Management L.P. holds $233,301,324 across 47 Information Technology Services names. BR ranks #3 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
629,141 | $176,920,738 | |
| 2 | ACN |
Accenture plc
|
254,791 | $31,706,188 | |
| 3 | BR |
Broadridge Financial Solutions, Inc.
This page
|
28,710 | $3,931,832 | |
| 4 | CDW |
CDW Corp
|
24,801 | $3,488,011 | |
| 5 | IT |
Gartner Inc
|
23,371 | $3,029,347 | |
| 6 | APLD |
Applied Digital Corp.
|
69,188 | $2,580,711 | |
| 7 | WSE |
Wise Group plc
|
138,450 | $1,648,938 | |
| 8 | CACI |
Caci International Inc /De/
|
3,350 | $1,551,920 |
All Filings in BR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,931,832 | 28,710 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $5,142,002 | 31,647 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $7,675,485 | 34,393 | Shares | Defined | 2026-03-17 | |
| 2025-09-30 | $8,066,579 | 33,869 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $8,236,772 | 33,892 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $7,902,983 | 32,595 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $7,378,898 | 32,637 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $6,570,670 | 30,557 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $6,107,000 | 31,000 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $2,453,402 | 11,976 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,392,049 | 11,626 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,947,884 | 10,879 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,929,423 | 11,649 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,653,308 | 11,280 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 | $1,496,756 | 11,159 | Shares | Defined | 2023-03-06 | |
| 2022-09-30 | $1,589,106 | 11,011 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $1,474,536 | 10,344 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,763,259 | 11,324 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,533,311 | 8,387 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,386,944 | 8,323 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,090,811 | 6,753 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $129,216 | 844 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $125,163 | 817 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $110,880 | 840 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $96,030 | 761 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $80,131 | 845 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||