Broadridge Financial Solutions, Inc.
BR- Exchange
- NYSE
- Industry
- Services-Business Services, NEC
- SEC CIK
- 0001383312
In the last 90 days, Broadridge Financial Solutions, Inc. insiders filed 0 open-market purchases and 1 sale; 1,023 institutions reported holding it in 13F filings for Q2 2026, worth $14.9B in total; no superinvestor holds it.
13F holders, Q4 2022
Institutional positions in Broadridge Financial Solutions, Inc. as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 785
- +11 vs. Q3 2022
- Shares held
- 103.8M
- +2.23M (+2.2%) vs. Q3 2022
- Total value
- $13.9B
- −$827.7M (−5.6%) vs. Q3 2022
- New holders
- 90
- 281 more added
- Sold out
- 79
- 270 more reduced
17 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,023 | $14.9B |
| Q1 2026 | 1,064 | $18.0B |
| Q4 2025 | 1,136 | $23.8B |
| Q3 2025 | 1,105 | $25.1B |
| Q2 2025 | 1,098 | $25.5B |
| Q1 2025 | 1,109 | $25.5B |
| Q4 2024 | 1,054 | $23.6B |
| Q3 2024 | 1,016 | $22.4B |
| Q2 2024 | 930 | $20.9B |
| Q1 2024 | 940 | $21.5B |
| Q4 2023 | 921 | $21.8B |
| Q3 2023 | 854 | $18.8B |
| Q2 2023 | 817 | $17.5B |
| Q1 2023 | 793 | $15.4B |
| Q4 2022 | 785 | $13.9B |
| Q3 2022 | 791 | $14.9B |
| Q2 2022 | 764 | $14.6B |
| Q1 2022 | 777 | $15.8B |
| Q4 2021 | 821 | $18.6B |
| Q3 2021 | 791 | $16.8B |
| Q2 2021 | 787 | $16.3B |
| Q1 2021 | 771 | $15.3B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Broadridge Financial Solutions, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 14,255,958 | $1.91B | 0.05% | +212,535+1.5% | Added |
| BlackRock Inc. | 10,629,058 | $1.43B | 0.04% | +798,580+8.1% | Added |
| Morgan Stanley | 7,043,656 | $944.8M | 0.11% | +2,048,184+41.0% | Added |
| State Street Corp | 4,674,039 | $630.3M | 0.04% | +19,468+0.4% | Added |
| APG Asset Management N.V. | 3,875,056 | $519.8M | 0.99% | +67,803+1.8% | Added |
| Baillie Gifford & Co | 3,409,265 | $457.3M | 0.48% | −209,320−5.8% | Reduced |
| Price T Rowe Associates Inc | 3,391,471 | $454.9M | 0.07% | +25,752+0.8% | Added |
| Janus Henderson Group PLC | 3,149,327 | $422.4M | 0.30% | +38,564+1.2% | Added |
| Geode Capital Management, LLC | 2,481,795 | $332.4M | 0.05% | +66,309+2.7% | Added |
| T. Rowe Price Investment Management, Inc. | 2,230,810 | $299.2M | 0.23% | +1,025,907+85.1% | Added |
| Jensen Investment Management Inc | 1,820,083 | $244.1M | 1.91% | +102,405+6.0% | Added |
| Barclays PLC | 1,546,966 | $207.5M | 0.18% | +1,522+0.1% | Added |
| Northern Trust Corp | 1,449,527 | $194.4M | 0.04% | +171,269+13.4% | Added |
| Wells Fargo & Company | 1,359,607 | $182.4M | 0.06% | −19,142−1.4% | Reduced |
| Parnassus Investments | 1,202,519 | $161.3M | 0.40% | −257,900−17.7% | Reduced |
| Franklin Resources Inc | 1,161,322 | $155.8M | 0.08% | +96,834+9.1% | Added |
| Bank of New York Mellon Corp | 1,134,609 | $152.2M | 0.03% | −1020.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,111,074 | $149.5M | 0.41% | +45,239+4.2% | Added |
| Macquarie Group Ltd | 1,089,315 | $146.1M | 0.17% | +69,587+6.8% | Added |
| TD Asset Management Inc | 915,226 | $122.8M | 0.15% | +130,395+16.6% | Added |
| Invesco Ltd. | 912,677 | $122.4M | 0.04% | +78,847+9.5% | Added |
| Bahl & Gaynor Inc | 909,877 | $122.0M | 0.76% | −125,373−12.1% | Reduced |
| Dimensional Fund Advisors LP | 836,287 | $112.2M | 0.04% | +3,666+0.4% | Added |
| Veritas Investment Partners (UK) Ltd. | 835,640 | $112.1M | 3.48% | +46,258+5.9% | Added |
| Legal & General Group Plc | 835,551 | $112.1M | 0.04% | −25,902−3.0% | Reduced |
| Confluence Investment Management LLC | 816,719 | $109.5M | 1.63% | +6,963+0.9% | Added |
| California Public Employees Retirement System | 802,951 | $107.7M | 0.09% | −39,372−4.7% | Reduced |
| Baird Financial Group, Inc. | 740,589 | $99.3M | 0.26% | +55,463+8.1% | Added |
| Bank of America Corp | 730,616 | $98.0M | 0.01% | +17,637+2.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 675,663 | $90.6M | 0.28% | −13,404−1.9% | Reduced |
| First Trust Advisors LP | 654,202 | $87.8M | 0.10% | +151,540+30.1% | Added |
| UBS Asset Management Americas Inc | 626,209 | $84.0M | 0.04% | +6,355+1.0% | Added |
| Fayez Sarofim & Co | 612,472 | $82.2M | 0.30% | +22,512+3.8% | Added |
| Charles Schwab Investment Management Inc | 609,419 | $81.7M | 0.03% | +14,210+2.4% | Added |
| Ninety One UK Ltd | 606,101 | $81.3M | 0.26% | +16,832+2.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 536,240 | $71.9M | 0.06% | −69,401−11.5% | Reduced |
| Alliancebernstein L.P. | 511,759 | $68.6M | 0.03% | −31,330−5.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 483,898 | $64.9M | 0.17% | −57,557−10.6% | Reduced |
| Swiss National Bank | 476,800 | $64.0M | 0.05% | −31,182−6.1% | Reduced |
| Citadel Advisors LLC | 460,594 | $61.8M | 0.07% | +340,701+284.2% | Added |
| Rathbone Brothers plc | 435,100 | $58.4M | 0.66% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 397,613 | $53.3M | 0.02% | −91,802−18.8% | Reduced |
| Anchor Capital Advisors LLC | 389,615 | $52.3M | 1.34% | −108,349−21.8% | Reduced |
| Boston Financial Mangement LLC | 389,352 | $52.2M | 2.10% | +270+0.1% | Added |
| Mackenzie Financial Corp | 371,021 | $49.8M | 0.08% | +43,299+13.2% | Added |
| Amundi | 332,036 | $47.7M | 0.03% | −62,560−15.9% | Reduced |
| Ensemble Capital Management, LLC | 346,350 | $46.5M | 4.82% | +31,144+9.9% | Added |
| Intech Investment Management LLC | 335,321 | $45.0M | 0.34% | −39,023−10.4% | Reduced |
| GW&K Investment Management, LLC | 298,776 | $40.1M | 0.41% | −3,068−1.0% | Reduced |
| Raymond James & Associates | 296,329 | $39.7M | 0.04% | −375−0.1% | Reduced |
| Fenimore Asset Management Inc | 294,159 | $39.5M | 1.06% | +867+0.3% | Added |
| HSBC Holdings PLC | 294,002 | $39.4M | 0.05% | +178,571+154.7% | Added |
| King Luther Capital Management Corp | 291,886 | $39.2M | 0.21% | −4,323−1.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 287,235 | $38.5M | 0.14% | +58,085+25.3% | Added |
| Earnest Partners LLC | 281,699 | $37.8M | 0.23% | −643−0.2% | Reduced |
| London Co of Virginia | 277,504 | $37.2M | 0.22% | −6,780−2.4% | Reduced |
| Schwartz Investment Counsel Inc | 277,450 | $37.2M | 1.69% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 277,141 | $37.2M | 0.01% | −2,938−1.0% | Reduced |
| Nuveen Asset Management, LLC | 261,971 | $35.1M | 0.01% | −75,550−22.4% | Reduced |
| Deutsche Bank AG | 261,662 | $35.1M | 0.02% | +17,711+7.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 258,268 | $34.6M | 0.43% | −5,386−2.0% | Reduced |
| Boston Trust Walden Corp | 254,457 | $34.1M | 0.30% | +790+0.3% | Added |
| Rhumbline Advisers | 242,654 | $32.5M | 0.04% | +13,083+5.7% | Added |
| Royal Bank of Canada | 240,183 | $32.2M | 0.01% | +13,404+5.9% | Added |
| Envestnet Asset Management Inc | 234,318 | $31.4M | 0.02% | −5,739−2.4% | Reduced |
| LPL Financial LLC | 228,568 | $30.7M | 0.03% | +8,763+4.0% | Added |
| Commerce Bank | 220,538 | $29.6M | 0.24% | −4,479−2.0% | Reduced |
| Boston Private Wealth LLC | 206,792 | $27.7M | 0.37% | +8,868+4.5% | Added |
| Storebrand Asset Management AS | 197,861 | $26.5M | 0.15% | −12,021−5.7% | Reduced |
| California State Teachers Retirement System | 196,728 | $26.4M | 0.04% | +3,282+1.7% | Added |
| National Pension Service | 195,672 | $26.2M | 0.05% | +15,220+8.4% | Added |
| Ameriprise Financial Inc | 194,338 | $26.1M | 0.01% | −16,186−7.7% | Reduced |
| Douglas Lane & Associates, LLC | 190,179 | $25.5M | 0.43% | −59,503−23.8% | Reduced |
| D. E. Shaw & Co., Inc. | 184,914 | $24.8M | 0.04% | +26,669+16.9% | Added |
| New York State Common Retirement Fund | 177,515 | $23.8M | 0.03% | +6,047+3.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 175,330 | $23.5M | 0.40% | +26,971+18.2% | Added |
| Credit Suisse AG | 169,262 | $22.7M | 0.02% | +10,329+6.5% | Added |
| Caisse de Depot Et Placement du Quebec | 167,697 | $22.5M | 0.07% | −326,441−66.1% | Reduced |
| Principal Financial Group Inc | 160,040 | $21.5M | 0.02% | −1,721−1.1% | Reduced |
| UBS Group AG | 158,004 | $21.2M | 0.01% | +65,961+71.7% | Added |
| Nissay Asset Management Corp | 154,991 | $20.8M | 0.20% | −76,371−33.0% | Reduced |
| Congress Asset Management Co | 153,553 | $20.6M | 0.21% | +736+0.5% | Added |
| Copeland Capital Management, LLC | 144,891 | $19.4M | 0.51% | +31,067+27.3% | Added |
| Geneva Capital Management LLC | 143,127 | $19.2M | 0.43% | −11,655−7.5% | Reduced |
| Dearborn Partners LLC | 139,307 | $18.7M | 0.75% | −4,979−3.5% | Reduced |
| Pinebridge Investments, L.P. | 136,127 | $18.3M | 0.22% | +41,065+43.2% | Added |
| Prudential Financial Inc | 129,475 | $17.4M | 0.03% | −50,580−28.1% | Reduced |
| State Board of Administration of Florida Retirement System | 128,863 | $17.3M | 0.04% | +190+0.1% | Added |
| Alta Capital Management LLC | 124,339 | $16.7M | 1.28% | −6,900−5.3% | Reduced |
| New York State Teachers Retirement System | 123,372 | $16.5M | 0.04% | +610.0% | Added |
| Motley Fool Wealth Management, LLC | 122,160 | $16.4M | 1.14% | −3,798−3.0% | Reduced |
| Great West Life Assurance Co | 115,805 | $15.6M | 0.04% | +9,675+9.1% | Added |
| Bath Savings Trust Co | 107,894 | $14.5M | 1.87% | +398+0.4% | Added |
| State of Tennessee, Treasury Department | 105,209 | $14.1M | 0.07% | +16,620+18.8% | Added |
| Wendell David Associates Inc | 104,747 | $14.1M | 1.73% | +202+0.2% | Added |
| Bank of Montreal | 100,225 | $13.6M | 0.01% | +41,648+71.1% | Added |
| Twinbeech Capital LP | 101,429 | $13.6M | 0.26% | +87,971+653.7% | Added |
| Assenagon Asset Management S.A. | 99,863 | $13.4M | 0.06% | +96,445+2,821.7% | Added |
| Core Alternative Capital | 99,776 | $13.4M | 1.70% | +12,178+13.9% | Added |
| BNP Paribas Arbitrage, SA | 99,611 | $13.4M | 0.03% | +30,738+44.6% | Added |