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 |
|---|---|---|---|---|---|
| Geneva Capital Management LLC | 143,127 | $19.2M | 0.43% | −11,655−7.5% | Reduced |
| Copeland Capital Management, LLC | 144,891 | $19.4M | 0.51% | +31,067+27.3% | Added |
| Congress Asset Management Co | 153,553 | $20.6M | 0.21% | +736+0.5% | Added |
| Nissay Asset Management Corp | 154,991 | $20.8M | 0.20% | −76,371−33.0% | Reduced |
| UBS Group AG | 158,004 | $21.2M | 0.01% | +65,961+71.7% | Added |
| Principal Financial Group Inc | 160,040 | $21.5M | 0.02% | −1,721−1.1% | Reduced |
| Caisse de Depot Et Placement du Quebec | 167,697 | $22.5M | 0.07% | −326,441−66.1% | Reduced |
| Credit Suisse AG | 169,262 | $22.7M | 0.02% | +10,329+6.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 175,330 | $23.5M | 0.40% | +26,971+18.2% | Added |
| New York State Common Retirement Fund | 177,515 | $23.8M | 0.03% | +6,047+3.5% | Added |
| D. E. Shaw & Co., Inc. | 184,914 | $24.8M | 0.04% | +26,669+16.9% | Added |
| Douglas Lane & Associates, LLC | 190,179 | $25.5M | 0.43% | −59,503−23.8% | Reduced |
| Ameriprise Financial Inc | 194,338 | $26.1M | 0.01% | −16,186−7.7% | Reduced |
| National Pension Service | 195,672 | $26.2M | 0.05% | +15,220+8.4% | Added |
| California State Teachers Retirement System | 196,728 | $26.4M | 0.04% | +3,282+1.7% | Added |
| Storebrand Asset Management AS | 197,861 | $26.5M | 0.15% | −12,021−5.7% | Reduced |
| Boston Private Wealth LLC | 206,792 | $27.7M | 0.37% | +8,868+4.5% | Added |
| Commerce Bank | 220,538 | $29.6M | 0.24% | −4,479−2.0% | Reduced |
| LPL Financial LLC | 228,568 | $30.7M | 0.03% | +8,763+4.0% | Added |
| Envestnet Asset Management Inc | 234,318 | $31.4M | 0.02% | −5,739−2.4% | Reduced |
| Royal Bank of Canada | 240,183 | $32.2M | 0.01% | +13,404+5.9% | Added |
| Rhumbline Advisers | 242,654 | $32.5M | 0.04% | +13,083+5.7% | Added |
| Boston Trust Walden Corp | 254,457 | $34.1M | 0.30% | +790+0.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 258,268 | $34.6M | 0.43% | −5,386−2.0% | Reduced |
| Deutsche Bank AG | 261,662 | $35.1M | 0.02% | +17,711+7.3% | Added |
| Nuveen Asset Management, LLC | 261,971 | $35.1M | 0.01% | −75,550−22.4% | Reduced |
| JPMorgan Chase & Co | 277,141 | $37.2M | 0.01% | −2,938−1.0% | Reduced |
| Schwartz Investment Counsel Inc | 277,450 | $37.2M | 1.69% | 00.0% | Unchanged |
| London Co of Virginia | 277,504 | $37.2M | 0.22% | −6,780−2.4% | Reduced |
| Earnest Partners LLC | 281,699 | $37.8M | 0.23% | −643−0.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 287,235 | $38.5M | 0.14% | +58,085+25.3% | Added |
| King Luther Capital Management Corp | 291,886 | $39.2M | 0.21% | −4,323−1.5% | Reduced |
| HSBC Holdings PLC | 294,002 | $39.4M | 0.05% | +178,571+154.7% | Added |
| Fenimore Asset Management Inc | 294,159 | $39.5M | 1.06% | +867+0.3% | Added |
| Raymond James & Associates | 296,329 | $39.7M | 0.04% | −375−0.1% | Reduced |
| GW&K Investment Management, LLC | 298,776 | $40.1M | 0.41% | −3,068−1.0% | Reduced |
| Intech Investment Management LLC | 335,321 | $45.0M | 0.34% | −39,023−10.4% | Reduced |
| Ensemble Capital Management, LLC | 346,350 | $46.5M | 4.82% | +31,144+9.9% | Added |
| Amundi | 332,036 | $47.7M | 0.03% | −62,560−15.9% | Reduced |
| Mackenzie Financial Corp | 371,021 | $49.8M | 0.08% | +43,299+13.2% | Added |
| Boston Financial Mangement LLC | 389,352 | $52.2M | 2.10% | +270+0.1% | Added |
| Anchor Capital Advisors LLC | 389,615 | $52.3M | 1.34% | −108,349−21.8% | Reduced |
| Goldman Sachs Group Inc | 397,613 | $53.3M | 0.02% | −91,802−18.8% | Reduced |
| Rathbone Brothers plc | 435,100 | $58.4M | 0.66% | 00.0% | Unchanged |
| Citadel Advisors LLC | 460,594 | $61.8M | 0.07% | +340,701+284.2% | Added |
| Swiss National Bank | 476,800 | $64.0M | 0.05% | −31,182−6.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 483,898 | $64.9M | 0.17% | −57,557−10.6% | Reduced |
| Alliancebernstein L.P. | 511,759 | $68.6M | 0.03% | −31,330−5.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 536,240 | $71.9M | 0.06% | −69,401−11.5% | Reduced |
| Ninety One UK Ltd | 606,101 | $81.3M | 0.26% | +16,832+2.9% | Added |
| Charles Schwab Investment Management Inc | 609,419 | $81.7M | 0.03% | +14,210+2.4% | Added |
| Fayez Sarofim & Co | 612,472 | $82.2M | 0.30% | +22,512+3.8% | Added |
| UBS Asset Management Americas Inc | 626,209 | $84.0M | 0.04% | +6,355+1.0% | Added |
| First Trust Advisors LP | 654,202 | $87.8M | 0.10% | +151,540+30.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 675,663 | $90.6M | 0.28% | −13,404−1.9% | Reduced |
| Bank of America Corp | 730,616 | $98.0M | 0.01% | +17,637+2.5% | Added |
| Baird Financial Group, Inc. | 740,589 | $99.3M | 0.26% | +55,463+8.1% | Added |
| California Public Employees Retirement System | 802,951 | $107.7M | 0.09% | −39,372−4.7% | Reduced |
| Confluence Investment Management LLC | 816,719 | $109.5M | 1.63% | +6,963+0.9% | Added |
| Legal & General Group Plc | 835,551 | $112.1M | 0.04% | −25,902−3.0% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 835,640 | $112.1M | 3.48% | +46,258+5.9% | Added |
| Dimensional Fund Advisors LP | 836,287 | $112.2M | 0.04% | +3,666+0.4% | Added |
| Bahl & Gaynor Inc | 909,877 | $122.0M | 0.76% | −125,373−12.1% | Reduced |
| Invesco Ltd. | 912,677 | $122.4M | 0.04% | +78,847+9.5% | Added |
| TD Asset Management Inc | 915,226 | $122.8M | 0.15% | +130,395+16.6% | Added |
| Macquarie Group Ltd | 1,089,315 | $146.1M | 0.17% | +69,587+6.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,111,074 | $149.5M | 0.41% | +45,239+4.2% | Added |
| Bank of New York Mellon Corp | 1,134,609 | $152.2M | 0.03% | −1020.0% | Reduced |
| Franklin Resources Inc | 1,161,322 | $155.8M | 0.08% | +96,834+9.1% | Added |
| Parnassus Investments | 1,202,519 | $161.3M | 0.40% | −257,900−17.7% | Reduced |
| Wells Fargo & Company | 1,359,607 | $182.4M | 0.06% | −19,142−1.4% | Reduced |
| Northern Trust Corp | 1,449,527 | $194.4M | 0.04% | +171,269+13.4% | Added |
| Barclays PLC | 1,546,966 | $207.5M | 0.18% | +1,522+0.1% | Added |
| Jensen Investment Management Inc | 1,820,083 | $244.1M | 1.91% | +102,405+6.0% | Added |
| T. Rowe Price Investment Management, Inc. | 2,230,810 | $299.2M | 0.23% | +1,025,907+85.1% | Added |
| Geode Capital Management, LLC | 2,481,795 | $332.4M | 0.05% | +66,309+2.7% | Added |
| Janus Henderson Group PLC | 3,149,327 | $422.4M | 0.30% | +38,564+1.2% | Added |
| Price T Rowe Associates Inc | 3,391,471 | $454.9M | 0.07% | +25,752+0.8% | Added |
| Baillie Gifford & Co | 3,409,265 | $457.3M | 0.48% | −209,320−5.8% | Reduced |
| APG Asset Management N.V. | 3,875,056 | $519.8M | 0.99% | +67,803+1.8% | Added |
| State Street Corp | 4,674,039 | $630.3M | 0.04% | +19,468+0.4% | Added |
| Morgan Stanley | 7,043,656 | $944.8M | 0.11% | +2,048,184+41.0% | Added |
| BlackRock Inc. | 10,629,058 | $1.43B | 0.04% | +798,580+8.1% | Added |
| Vanguard Group Inc | 14,255,958 | $1.91B | 0.05% | +212,535+1.5% | Added |
| Connectus Wealth, LLC | 10,057 | – | – | −94−0.9% | Reduced |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −253,238−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −171,218−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −140,500−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −49,400−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −36,180−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −27,691−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −27,501−100.0% | Sold out |
| Cypress Capital Management LLC | 0 | $0 | 0.00% | −20,775−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −19,987−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −19,404−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −17,017−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −16,279−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −13,454−100.0% | Sold out |
| Castellan Group, LLC | 0 | $0 | 0.00% | −13,435−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −12,512−100.0% | Sold out |