# Broadridge Financial Solutions (BR): who owns it

3 value investors held Broadridge Financial Solutions in their Q3 2026 13F, led by Yacktman Asset Management, Jensen Investment Management, Horizon…

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Yacktman Asset Management | 1.5% | $120m | New | 1 |
| Jensen Investment Management | 1.3% | $52.1m | Trimmed -56% | 37 |
| Horizon Kinetics | 0.0% | $3.0m | Trimmed -2.1% | 8 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-10-01 | Carey Thomas P | Corporate VP | Sold | 2501 | $400k |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Jensen Quality Growth Fund | Jensen Investment Management | 1.9% | $55.8m | 2026-05-31 |
| AMG Yacktman Fund | Yacktman Asset Management | 0.6% | $42.9m | 2026-06-30 |
| AMG Yacktman Focused Fund | Yacktman Asset Management | 0.6% | $18.1m | 2026-06-30 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/br). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.