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 |
|---|---|---|---|---|---|
| Amalgamated Bank | 31,995 | $4.69M | 0.04% | +580+1.8% | Added |
| State of Michigan Retirement System | 32,360 | $4.74M | 0.03% | +400+1.3% | Added |
| STRS Ohio | 32,500 | $4.76M | 0.02% | 00.0% | Unchanged |
| American International Group, Inc. | 32,568 | $4.77M | 0.03% | +96+0.3% | Added |
| American Money Management, LLC | 32,792 | $4.81M | 1.28% | +39+0.1% | Added |
| Arizona State Retirement System | 34,205 | $5.01M | 0.04% | +1,002+3.0% | Added |
| Captrust Financial Advisors | 34,551 | $5.06M | 0.02% | −9,441−21.5% | Reduced |
| MetLife Investment Management | 34,576 | $5.07M | 0.04% | −343−1.0% | Reduced |
| Retirement Systems of Alabama | 34,787 | $5.10M | 0.02% | −2,905−7.7% | Reduced |
| Palmer Knight Co | 35,399 | $5.19M | 3.30% | +1,619+4.8% | Added |
| O'Brien Greene & Co. Inc | 35,776 | $5.24M | 1.96% | −359−1.0% | Reduced |
| GHP Investment Advisors, Inc. | 36,199 | $5.31M | 0.34% | +735+2.1% | Added |
| KBC Group NV | 36,322 | $5.32M | 0.02% | +4,646+14.7% | Added |
| Swiss Life Asset Management Ltd | 36,874 | $5.40M | 0.08% | +34,780+1,660.9% | Added |
| Standard Life Aberdeen plc | 39,611 | $5.81M | 0.01% | −6,924−14.9% | Reduced |
| Santa Monica Partners LP | 40,793 | $5.98M | 4.85% | 00.0% | Unchanged |
| ProShare Advisors LLC | 42,294 | $6.20M | 0.02% | +7,740+22.4% | Added |
| Mattern Capital Management, LLC | 42,319 | $6.20M | 1.09% | +784+1.9% | Added |
| McCollum Christoferson Group LLC | 42,415 | $6.22M | 1.92% | −505−1.2% | Reduced |
| Aptus Capital Advisors, LLC | 42,498 | $6.26M | 0.18% | +9,489+28.7% | Added |
| Nisa Investment Advisors, LLC | 42,817 | $6.28M | 0.05% | +805+1.9% | Added |
| Running Oak Capital LLC | 42,878 | $6.28M | 1.79% | −234−0.5% | Reduced |
| Independent Advisor Alliance | 44,023 | $6.45M | 0.31% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 44,088 | $6.46M | 0.83% | +538+1.2% | Added |
| Hamilton Point Investment Advisors, LLC | 44,143 | $6.50M | 1.58% | +459+1.1% | Added |
| Schroder Investment Management Group | 44,434 | $6.51M | 0.01% | +19,386+77.4% | Added |
| Robeco Institutional Asset Management B.V. | 44,767 | $6.56M | 0.02% | −8,360−15.7% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 45,578 | $6.68M | 0.15% | +5,962+15.0% | Added |
| Ensign Peak Advisors, Inc | 45,767 | $6.71M | 0.01% | +2,250+5.2% | Added |
| Royal London Asset Management Ltd | 45,998 | $6.74M | 0.03% | +3,981+9.5% | Added |
| Cyrus J. Lawrence, LLC | 46,121 | $6.76M | 1.97% | −872−1.9% | Reduced |
| Korea Investment CORP | 46,529 | $6.82M | 0.02% | −14,684−24.0% | Reduced |
| US Bancorp | 47,171 | $6.91M | 0.01% | +731+1.6% | Added |
| Alley Investment Management Company, LLC | 47,195 | $6.92M | 1.15% | +1,099+2.4% | Added |
| Pictet Asset Management SA | 47,537 | $6.97M | 0.01% | +795+1.7% | Added |
| CI Private Wealth, LLC | 48,436 | $7.10M | 0.02% | +17,028+54.2% | Added |
| Addenda Capital Inc. | 48,545 | $7.15M | 0.29% | −672−1.4% | Reduced |
| Holocene Advisors, LP | 49,007 | $7.18M | 0.04% | +18,791+62.2% | Added |
| Vision Capital Management, Inc. | 50,417 | $7.39M | 1.34% | −1,498−2.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 52,125 | $7.64M | 0.04% | +1,485+2.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 52,411 | $7.68M | 0.01% | +955+1.9% | Added |
| Treasurer of the State of North Carolina | 52,662 | $7.72M | 0.04% | +870+1.7% | Added |
| FineMark National Bank & Trust | 52,667 | $7.72M | 0.33% | +210.0% | Added |
| Advisor Group Holdings, Inc. | 52,988 | $7.77M | 0.01% | +3,318+6.7% | Added |
| Toronto Dominion Bank | 53,603 | $7.85M | 0.01% | −9,308−14.8% | Reduced |
| Manning & Napier Group, LLC | 53,806 | $7.89M | 0.09% | −1,068−1.9% | Reduced |
| Handelsbanken Fonder AB | 53,823 | $7.89M | 0.05% | +2,352+4.6% | Added |
| Asset Management One Co.,Ltd. | 53,842 | $7.89M | 0.04% | +2,257+4.4% | Added |
| Motley Fool Asset Management LLC | 54,072 | $7.93M | 0.88% | +5,410+11.1% | Added |
| Victory Capital Management Inc | 56,458 | $8.28M | 0.01% | −631−1.1% | Reduced |
| Mn Services Vermogensbeheer B.V. | 57,530 | $8.43M | 0.09% | +1,700+3.0% | Added |
| DekaBank Deutsche Girozentrale | 59,434 | $8.59M | 0.02% | −593−1.0% | Reduced |
| Bank of Montreal | 59,951 | $8.81M | 0.01% | −40,274−40.2% | Reduced |
| Southernsun Asset Management, LLC | 60,607 | $8.88M | 1.01% | −403−0.7% | Reduced |
| Logan Capital Management Inc | 61,845 | $9.06M | 0.44% | +8,167+15.2% | Added |
| 1623 Capital LLC | 62,407 | $9.15M | 5.88% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 62,873 | $9.22M | 0.01% | −1,957−3.0% | Reduced |
| McRae Capital Management Inc | 63,279 | $9.27M | 2.67% | +75+0.1% | Added |
| Colony Group LLC | 63,509 | $9.31M | 0.14% | −323−0.5% | Reduced |
| State of New Jersey Common Pension Fund D | 63,607 | $9.32M | 0.03% | 00.0% | Unchanged |
| FMR LLC | 63,884 | $9.36M | 0.00% | −1,665−2.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 64,977 | $9.52M | 0.10% | −2,509−3.7% | Reduced |
| BNP Paribas Arbitrage, SA | 65,289 | $9.57M | 0.02% | −34,322−34.5% | Reduced |
| Advisors Asset Management, Inc. | 66,322 | $9.72M | 0.20% | −5,514−7.7% | Reduced |
| Fulton Breakefield Broenniman LLC | 66,647 | $9.77M | 0.84% | −1,297−1.9% | Reduced |
| State of Wisconsin Investment Board | 66,709 | $9.78M | 0.03% | −1,080−1.6% | Reduced |
| Washington Trust Co | 66,782 | $9.79M | 0.44% | −258−0.4% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 68,393 | $10.0M | 0.04% | +559+0.8% | Added |
| Crossmark Global Holdings, Inc. | 70,636 | $10.4M | 0.24% | +826+1.2% | Added |
| Voya Investment Management LLC | 71,046 | $10.4M | 0.01% | −1,544−2.1% | Reduced |
| Susquehanna International Group, LLP | 73,359 | $10.8M | 0.02% | +28,974+65.3% | Added |
| Stifel Financial Corp | 76,012 | $11.1M | 0.02% | +7,439+10.8% | Added |
| D. E. Shaw & Co., Inc. | 77,036 | $11.3M | 0.02% | −107,878−58.3% | Reduced |
| Norges Bank | 77,306 | $11.3M | 0.00% | +13,542+21.2% | Added |
| Congress Wealth Management LLC | 77,316 | $11.3M | 0.27% | +4,013+5.5% | Added |
| Bell Asset Management Ltd | 78,235 | $11.5M | 2.10% | +11,449+17.1% | Added |
| Public Employees Retirement System of Ohio | 79,091 | $11.6M | 0.05% | +19,268+32.2% | Added |
| Kelly Lawrence W & Associates Inc | 83,041 | $12.2M | 3.30% | −975−1.2% | Reduced |
| Natixis Advisors, L.P. | 83,581 | $12.3M | 0.04% | +14,262+20.6% | Added |
| Russell Investments Group, Ltd. | 84,876 | $12.4M | 0.02% | +9,942+13.3% | Added |
| Walter Public Investments Inc. | 84,952 | $12.5M | 3.76% | −2,074−2.4% | Reduced |
| Truist Financial Corp | 85,061 | $12.5M | 0.02% | −5,137−5.7% | Reduced |
| First National Bank of Omaha | 85,321 | $12.5M | 0.76% | +1,535+1.8% | Added |
| Manufacturers Life Insurance Company, The | 87,070 | $12.8M | 0.01% | +434+0.5% | Added |
| Vigilant Capital Management, LLC | 88,232 | $12.9M | 1.05% | +534+0.6% | Added |
| Diamond Hill Capital Management Inc | 88,375 | $13.0M | 0.06% | −868−1.0% | Reduced |
| Commerce Bank | 88,882 | $13.0M | 0.10% | −131,656−59.7% | Reduced |
| FIL Ltd | 90,461 | $13.3M | 0.02% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 93,803 | $13.6M | 0.18% | +93,803 | New |
| Nicholas Company, Inc. | 92,955 | $13.6M | 0.28% | −140−0.2% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 94,414 | $13.8M | 0.19% | +18,000+23.6% | Added |
| Core Alternative Capital | 96,007 | $14.1M | 1.88% | −3,769−3.8% | Reduced |
| Gradient Investments LLC | 102,105 | $15.0M | 0.41% | +102,097+1,276,212.5% | Added |
| Wendell David Associates Inc | 105,444 | $15.5M | 1.83% | +697+0.7% | Added |
| Prudential Financial Inc | 106,926 | $15.7M | 0.02% | −22,549−17.4% | Reduced |
| Bath Savings Trust Co | 110,542 | $16.2M | 1.99% | +2,648+2.5% | Added |
| Great West Life Assurance Co | 116,800 | $17.1M | 0.04% | +995+0.9% | Added |
| Alta Capital Management LLC | 119,528 | $17.5M | 1.29% | −4,811−3.9% | Reduced |
| Balyasny Asset Management LLC | 119,829 | $17.6M | 0.06% | +119,829 | New |
| State Board of Administration of Florida Retirement System | 123,093 | $18.0M | 0.04% | −5,770−4.5% | Reduced |