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USS Investment Management’s Broadridge BR Stock Holding History

USS Investment Management’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.04M Buy
29,519
+699
+2% +$106K 0.01% 445
2026
Q1 		$4.68M Buy
28,820
+7,050
+32% +$1.34M 0.02% 384
2025
Q4 		$4.86M Buy
21,770
+1,665
+8% +$380K 0.02% 366
2025
Q3 		$4.79M Hold
20,105
– – 0.02% 358
2025
Q2 		$4.88M Buy
20,105
+58
+0.3% +$13.8K 0.03% 351
2025
Q1 		$4.86M Buy
20,047
+555
+3% +$131K 0.04% 341
2024
Q4 		$4.41M Sell
19,492
-4,213
-18% -$944K 0.03% 397
2024
Q3 		$5.09M Buy
23,705
+128
+0.5% +$26.8K 0.04% 398
2024
Q2 		$4.65M Buy
23,577
+633
+3% +$126K 0.04% 398
2024
Q1 		$4.7M Buy
22,944
+2,233
+11% +$450K 0.04% 392
2023
Q4 		$4.26M Buy
20,711
+678
+3% +$125K 0.04% 411
2023
Q3 		$3.59M Buy
20,033
+1,695
+9% +$300K 0.04% 431
2023
Q2 		$3.04M Hold
18,338
– – 0.04% 446
2023
Q1 		$2.69M Hold
18,338
– – 0.04% 462
2022
Q4 		$2.46M Hold
18,338
– – 0.03% 462
2022
Q3 		$2.65M Sell
18,338
-8,624
-32% -$1.4M 0.04% 442
2022
Q2 		$3.85M Sell
26,962
-1,713
-6% -$249K 0.04% 431
2022
Q1 		$4.46M Buy
28,675
+3,101
+12% +$476K 0.04% 470
2021
Q4 		$4.68M Hold
25,574
– – 0.04% 459
2021
Q3 		$4.26M Buy
25,574
+17,426
+214% +$2.97M 0.04% 466
2021
Q2 		$1.32M Hold
8,148
– – 0.01% 491
2021
Q1 		$1.25M Hold
8,148
– – 0.01% 476
2020
Q4 		$1.25M Hold
8,148
– – 0.01% 454
2020
Q3 		$1.08M Hold
8,148
– – 0.01% 464
2020
Q2 		$1.03M Sell
8,148
-5,652
-41% -$654K 0.01% 460
2020
Q1 		$1.31M Hold
13,800
– – 0.02% 218
2019
Q4 		$1.71M Buy
+13,800
New +$1.69M 0.02% 194
2019
Q3 		– Sell
-684,268
Closed -$87.3M – 123
2019
Q2 		$87.3M Buy
+684,268
New +$82.4M 0.9% 38

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

USS Investment Management's BR Position: Q2 2026 in Review

USS Investment Management increased its Broadridge (BR) stake by 2.4% in Q2 2026, buying an estimated $106K and bringing the position to 29,519 shares worth $4.04M. The position accounts for 0.01% of the portfolio, ranked #445.

USS Investment Management first reported a position in BR in Q2 2019 and has held it in 28 quarters since. The position peaked at $87.3M in Q2 2019. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • USS Investment Management held 29,519 shares of Broadridge worth $4.04M as of Q2 2026.
  • USS Investment Management bought 699 Broadridge shares in Q2 2026, an estimated $106K.
  • Broadridge made up 0.01% of USS Investment Management's portfolio in Q2 2026, its #445 holding.
  • USS Investment Management first reported a position in Broadridge in Q2 2019 and has held it in 28 quarters since.
  • USS Investment Management's Broadridge position peaked at $87.3M in Q2 2019.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on USS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.