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, Q1 2023
Institutional positions in Broadridge Financial Solutions, Inc. as of Mar 31, 2023. 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
- 793
- +20 vs. Q4 2022
- Shares held
- 105.5M
- +1.83M (+1.8%) vs. Q4 2022
- Total value
- $15.4B
- +$1.56B (+11.3%) vs. Q4 2022
- New holders
- 87
- 297 more added
- Sold out
- 67
- 253 more reduced
12 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Broadridge Financial Solutions, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 14,222,423 | $2.08B | 0.05% | −33,535−0.2% | Reduced |
| BlackRock Inc. | 10,410,450 | $1.53B | 0.05% | −218,608−2.1% | Reduced |
| Morgan Stanley | 6,775,296 | $993.1M | 0.11% | −268,360−3.8% | Reduced |
| State Street Corp | 4,648,447 | $684.2M | 0.04% | −25,592−0.5% | Reduced |
| APG Asset Management N.V. | 3,857,940 | $520.5M | 1.10% | −17,116−0.4% | Reduced |
| Price T Rowe Associates Inc | 3,488,037 | $511.2M | 0.08% | +96,566+2.8% | Added |
| Janus Henderson Group PLC | 3,301,755 | $483.9M | 0.32% | +152,428+4.8% | Added |
| Baillie Gifford & Co | 3,162,987 | $463.6M | 0.42% | −246,278−7.2% | Reduced |
| Capital International Investors | 2,768,503 | $405.8M | 0.10% | +2,768,503 | New |
| Geode Capital Management, LLC | 2,519,784 | $368.6M | 0.05% | +37,989+1.5% | Added |
| T. Rowe Price Investment Management, Inc. | 2,219,976 | $325.4M | 0.23% | −10,834−0.5% | Reduced |
| Jensen Investment Management Inc | 1,763,639 | $255.9M | 2.02% | −56,444−3.1% | Reduced |
| Barclays PLC | 1,464,475 | $214.6M | 0.22% | −82,491−5.3% | Reduced |
| Wells Fargo & Company | 1,430,051 | $209.6M | 0.06% | +70,444+5.2% | Added |
| Northern Trust Corp | 1,410,855 | $206.8M | 0.04% | −38,672−2.7% | Reduced |
| Parnassus Investments | 1,202,519 | $176.3M | 0.44% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,180,156 | $173.0M | 0.41% | +69,082+6.2% | Added |
| Franklin Resources Inc | 1,132,875 | $166.0M | 0.08% | −28,447−2.4% | Reduced |
| Bank of New York Mellon Corp | 1,107,142 | $162.3M | 0.04% | −27,467−2.4% | Reduced |
| Bahl & Gaynor Inc | 1,106,750 | $162.2M | 0.87% | +196,873+21.6% | Added |
| Macquarie Group Ltd | 1,055,385 | $154.7M | 0.18% | −33,930−3.1% | Reduced |
| Bank of America Corp | 973,616 | $142.7M | 0.02% | +243,000+33.3% | Added |
| Veritas Investment Partners (UK) Ltd. | 871,487 | $127.7M | 3.59% | +35,847+4.3% | Added |
| Fayez Sarofim & Co | 866,352 | $127.0M | 0.44% | +253,880+41.5% | Added |
| Legal & General Group Plc | 843,739 | $123.7M | 0.04% | +8,188+1.0% | Added |
| Dimensional Fund Advisors LP | 840,392 | $123.2M | 0.04% | +4,105+0.5% | Added |
| Confluence Investment Management LLC | 816,945 | $119.7M | 1.76% | +2260.0% | Added |
| Invesco Ltd. | 776,165 | $113.8M | 0.03% | −136,512−15.0% | Reduced |
| California Public Employees Retirement System | 764,327 | $112.0M | 0.10% | −38,624−4.8% | Reduced |
| Baird Financial Group, Inc. | 746,084 | $109.4M | 0.27% | +5,495+0.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 722,123 | $105.8M | 0.31% | +46,460+6.9% | Added |
| UBS Asset Management Americas Inc | 636,133 | $93.2M | 0.05% | +9,924+1.6% | Added |
| Ninety One UK Ltd | 616,497 | $90.4M | 0.28% | +10,396+1.7% | Added |
| Charles Schwab Investment Management Inc | 615,948 | $90.3M | 0.03% | +6,529+1.1% | Added |
| CIBC Private Wealth Group, LLC | 513,582 | $75.3M | 0.22% | +9,581+1.9% | Added |
| First Trust Advisors LP | 504,016 | $73.9M | 0.09% | −150,186−23.0% | Reduced |
| Alliancebernstein L.P. | 494,176 | $72.4M | 0.03% | −17,583−3.4% | Reduced |
| Swiss National Bank | 467,000 | $68.4M | 0.05% | −9,800−2.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 462,948 | $67.9M | 0.17% | −20,950−4.3% | Reduced |
| Rathbone Brothers plc | 433,526 | $63.5M | 0.65% | −1,574−0.4% | Reduced |
| Amundi | 416,925 | $58.7M | 0.03% | +84,889+25.6% | Added |
| Mackenzie Financial Corp | 399,538 | $58.6M | 0.09% | +28,517+7.7% | Added |
| Boston Financial Mangement LLC | 391,622 | $57.4M | 2.24% | +2,270+0.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 390,737 | $57.3M | 0.04% | −145,503−27.1% | Reduced |
| Anchor Capital Advisors LLC | 383,433 | $56.2M | 1.49% | −6,182−1.6% | Reduced |
| Goldman Sachs Group Inc | 382,973 | $56.1M | 0.02% | −14,640−3.7% | Reduced |
| Schwartz Investment Counsel Inc | 374,450 | $54.9M | 2.40% | +97,000+35.0% | Added |
| Millennium Management LLC | 368,862 | $54.1M | 0.06% | +355,822+2,728.7% | Added |
| JPMorgan Chase & Co | 367,080 | $53.8M | 0.01% | +89,939+32.5% | Added |
| Ensemble Capital Management, LLC | 355,452 | $52.1M | 5.39% | +9,102+2.6% | Added |
| London Co of Virginia | 310,636 | $45.5M | 0.26% | +33,132+11.9% | Added |
| Raymond James & Associates | 304,027 | $44.6M | 0.04% | +7,698+2.6% | Added |
| GW&K Investment Management, LLC | 301,719 | $44.2M | 0.43% | +2,943+1.0% | Added |
| Fenimore Asset Management Inc | 298,633 | $43.8M | 1.14% | +4,474+1.5% | Added |
| King Luther Capital Management Corp | 295,277 | $43.3M | 0.23% | +3,391+1.2% | Added |
| Earnest Partners LLC | 290,946 | $42.6M | 0.25% | +9,247+3.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 282,921 | $41.5M | 0.48% | +24,653+9.5% | Added |
| Envestnet Asset Management Inc | 278,126 | $40.8M | 0.02% | +43,808+18.7% | Added |
| HSBC Holdings PLC | 273,651 | $40.1M | 0.05% | −20,351−6.9% | Reduced |
| Boston Trust Walden Corp | 262,742 | $38.5M | 0.33% | +8,285+3.3% | Added |
| Nuveen Asset Management, LLC | 260,178 | $38.1M | 0.01% | −1,793−0.7% | Reduced |
| Deutsche Bank AG | 257,307 | $37.7M | 0.02% | −4,355−1.7% | Reduced |
| Rhumbline Advisers | 246,660 | $36.2M | 0.04% | +4,006+1.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 243,354 | $35.7M | 0.12% | −43,881−15.3% | Reduced |
| LPL Financial LLC | 237,474 | $34.8M | 0.03% | +8,906+3.9% | Added |
| Select Equity Group, L.P. | 234,581 | $34.4M | 0.13% | +234,581 | New |
| Intech Investment Management LLC | 233,711 | $34.3M | 0.28% | −101,610−30.3% | Reduced |
| Royal Bank of Canada | 220,771 | $32.4M | 0.01% | −19,412−8.1% | Reduced |
| TD Asset Management Inc | 204,046 | $29.9M | 0.04% | −711,180−77.7% | Reduced |
| National Pension Service | 201,205 | $29.2M | 0.05% | +5,533+2.8% | Added |
| Storebrand Asset Management AS | 198,682 | $29.1M | 0.15% | +821+0.4% | Added |
| California State Teachers Retirement System | 195,124 | $28.6M | 0.04% | −1,604−0.8% | Reduced |
| Boston Private Wealth LLC | 193,590 | $28.4M | 0.40% | −13,202−6.4% | Reduced |
| Copeland Capital Management, LLC | 177,577 | $26.0M | 0.61% | +32,686+22.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 176,525 | $25.9M | 0.40% | +1,195+0.7% | Added |
| New York State Common Retirement Fund | 174,221 | $25.5M | 0.03% | −3,294−1.9% | Reduced |
| Ameriprise Financial Inc | 168,091 | $24.6M | 0.01% | −26,247−13.5% | Reduced |
| Douglas Lane & Associates, LLC | 166,742 | $24.4M | 0.41% | −23,437−12.3% | Reduced |
| Credit Suisse AG | 164,542 | $24.1M | 0.02% | −4,720−2.8% | Reduced |
| Principal Financial Group Inc | 160,443 | $23.5M | 0.02% | +403+0.3% | Added |
| Pinebridge Investments, L.P. | 158,503 | $23.2M | 0.26% | +22,376+16.4% | Added |
| Congress Asset Management Co | 157,663 | $23.1M | 0.22% | +4,110+2.7% | Added |
| Citigroup Inc | 143,100 | $21.0M | 0.03% | +48,071+50.6% | Added |
| Geneva Capital Management LLC | 141,407 | $20.7M | 0.42% | −1,720−1.2% | Reduced |
| Dearborn Partners LLC | 140,212 | $20.6M | 0.81% | +905+0.6% | Added |
| Public Employees Retirement Association of Colorado | 133,909 | $19.6M | 0.10% | +120,595+905.8% | Added |
| UBS Group AG | 132,859 | $19.5M | 0.01% | −25,145−15.9% | Reduced |
| Motley Fool Wealth Management, LLC | 130,173 | $19.1M | 1.19% | +8,013+6.6% | Added |
| Caisse de Depot Et Placement du Quebec | 127,428 | $18.7M | 0.05% | −40,269−24.0% | Reduced |
| Resources Management Corp | 139,742 | $18.2M | 3.63% | +137,402+5,871.9% | Added |
| New York State Teachers Retirement System | 123,217 | $18.1M | 0.04% | −155−0.1% | Reduced |
| State Board of Administration of Florida Retirement System | 123,093 | $18.0M | 0.04% | −5,770−4.5% | Reduced |
| Balyasny Asset Management LLC | 119,829 | $17.6M | 0.06% | +119,829 | New |
| Alta Capital Management LLC | 119,528 | $17.5M | 1.29% | −4,811−3.9% | Reduced |
| Great West Life Assurance Co | 116,800 | $17.1M | 0.04% | +995+0.9% | Added |
| Bath Savings Trust Co | 110,542 | $16.2M | 1.99% | +2,648+2.5% | Added |
| Prudential Financial Inc | 106,926 | $15.7M | 0.02% | −22,549−17.4% | Reduced |
| Wendell David Associates Inc | 105,444 | $15.5M | 1.83% | +697+0.7% | Added |
| Gradient Investments LLC | 102,105 | $15.0M | 0.41% | +102,097+1,276,212.5% | Added |
| Core Alternative Capital | 96,007 | $14.1M | 1.88% | −3,769−3.8% | Reduced |