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 |
|---|---|---|---|---|---|
| New York State Teachers Retirement System | 123,217 | $18.1M | 0.04% | −155−0.1% | Reduced |
| Resources Management Corp | 139,742 | $18.2M | 3.63% | +137,402+5,871.9% | Added |
| Caisse de Depot Et Placement du Quebec | 127,428 | $18.7M | 0.05% | −40,269−24.0% | Reduced |
| Motley Fool Wealth Management, LLC | 130,173 | $19.1M | 1.19% | +8,013+6.6% | Added |
| UBS Group AG | 132,859 | $19.5M | 0.01% | −25,145−15.9% | Reduced |
| Public Employees Retirement Association of Colorado | 133,909 | $19.6M | 0.10% | +120,595+905.8% | Added |
| Dearborn Partners LLC | 140,212 | $20.6M | 0.81% | +905+0.6% | Added |
| Geneva Capital Management LLC | 141,407 | $20.7M | 0.42% | −1,720−1.2% | Reduced |
| Citigroup Inc | 143,100 | $21.0M | 0.03% | +48,071+50.6% | Added |
| Congress Asset Management Co | 157,663 | $23.1M | 0.22% | +4,110+2.7% | Added |
| Pinebridge Investments, L.P. | 158,503 | $23.2M | 0.26% | +22,376+16.4% | Added |
| Principal Financial Group Inc | 160,443 | $23.5M | 0.02% | +403+0.3% | Added |
| Credit Suisse AG | 164,542 | $24.1M | 0.02% | −4,720−2.8% | Reduced |
| Douglas Lane & Associates, LLC | 166,742 | $24.4M | 0.41% | −23,437−12.3% | Reduced |
| Ameriprise Financial Inc | 168,091 | $24.6M | 0.01% | −26,247−13.5% | Reduced |
| New York State Common Retirement Fund | 174,221 | $25.5M | 0.03% | −3,294−1.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 176,525 | $25.9M | 0.40% | +1,195+0.7% | Added |
| Copeland Capital Management, LLC | 177,577 | $26.0M | 0.61% | +32,686+22.6% | Added |
| Boston Private Wealth LLC | 193,590 | $28.4M | 0.40% | −13,202−6.4% | Reduced |
| California State Teachers Retirement System | 195,124 | $28.6M | 0.04% | −1,604−0.8% | Reduced |
| Storebrand Asset Management AS | 198,682 | $29.1M | 0.15% | +821+0.4% | Added |
| National Pension Service | 201,205 | $29.2M | 0.05% | +5,533+2.8% | Added |
| TD Asset Management Inc | 204,046 | $29.9M | 0.04% | −711,180−77.7% | Reduced |
| Royal Bank of Canada | 220,771 | $32.4M | 0.01% | −19,412−8.1% | Reduced |
| Intech Investment Management LLC | 233,711 | $34.3M | 0.28% | −101,610−30.3% | Reduced |
| Select Equity Group, L.P. | 234,581 | $34.4M | 0.13% | +234,581 | New |
| LPL Financial LLC | 237,474 | $34.8M | 0.03% | +8,906+3.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 243,354 | $35.7M | 0.12% | −43,881−15.3% | Reduced |
| Rhumbline Advisers | 246,660 | $36.2M | 0.04% | +4,006+1.7% | Added |
| Deutsche Bank AG | 257,307 | $37.7M | 0.02% | −4,355−1.7% | Reduced |
| Nuveen Asset Management, LLC | 260,178 | $38.1M | 0.01% | −1,793−0.7% | Reduced |
| Boston Trust Walden Corp | 262,742 | $38.5M | 0.33% | +8,285+3.3% | Added |
| HSBC Holdings PLC | 273,651 | $40.1M | 0.05% | −20,351−6.9% | Reduced |
| Envestnet Asset Management Inc | 278,126 | $40.8M | 0.02% | +43,808+18.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 282,921 | $41.5M | 0.48% | +24,653+9.5% | Added |
| Earnest Partners LLC | 290,946 | $42.6M | 0.25% | +9,247+3.3% | Added |
| King Luther Capital Management Corp | 295,277 | $43.3M | 0.23% | +3,391+1.2% | Added |
| Fenimore Asset Management Inc | 298,633 | $43.8M | 1.14% | +4,474+1.5% | Added |
| GW&K Investment Management, LLC | 301,719 | $44.2M | 0.43% | +2,943+1.0% | Added |
| Raymond James & Associates | 304,027 | $44.6M | 0.04% | +7,698+2.6% | Added |
| London Co of Virginia | 310,636 | $45.5M | 0.26% | +33,132+11.9% | Added |
| Ensemble Capital Management, LLC | 355,452 | $52.1M | 5.39% | +9,102+2.6% | Added |
| JPMorgan Chase & Co | 367,080 | $53.8M | 0.01% | +89,939+32.5% | Added |
| Millennium Management LLC | 368,862 | $54.1M | 0.06% | +355,822+2,728.7% | Added |
| Schwartz Investment Counsel Inc | 374,450 | $54.9M | 2.40% | +97,000+35.0% | Added |
| Goldman Sachs Group Inc | 382,973 | $56.1M | 0.02% | −14,640−3.7% | Reduced |
| Anchor Capital Advisors LLC | 383,433 | $56.2M | 1.49% | −6,182−1.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 390,737 | $57.3M | 0.04% | −145,503−27.1% | Reduced |
| Boston Financial Mangement LLC | 391,622 | $57.4M | 2.24% | +2,270+0.6% | Added |
| Mackenzie Financial Corp | 399,538 | $58.6M | 0.09% | +28,517+7.7% | Added |
| Amundi | 416,925 | $58.7M | 0.03% | +84,889+25.6% | Added |
| Rathbone Brothers plc | 433,526 | $63.5M | 0.65% | −1,574−0.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 462,948 | $67.9M | 0.17% | −20,950−4.3% | Reduced |
| Swiss National Bank | 467,000 | $68.4M | 0.05% | −9,800−2.1% | Reduced |
| Alliancebernstein L.P. | 494,176 | $72.4M | 0.03% | −17,583−3.4% | Reduced |
| First Trust Advisors LP | 504,016 | $73.9M | 0.09% | −150,186−23.0% | Reduced |
| CIBC Private Wealth Group, LLC | 513,582 | $75.3M | 0.22% | +9,581+1.9% | Added |
| Charles Schwab Investment Management Inc | 615,948 | $90.3M | 0.03% | +6,529+1.1% | Added |
| Ninety One UK Ltd | 616,497 | $90.4M | 0.28% | +10,396+1.7% | Added |
| UBS Asset Management Americas Inc | 636,133 | $93.2M | 0.05% | +9,924+1.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 722,123 | $105.8M | 0.31% | +46,460+6.9% | Added |
| Baird Financial Group, Inc. | 746,084 | $109.4M | 0.27% | +5,495+0.7% | Added |
| California Public Employees Retirement System | 764,327 | $112.0M | 0.10% | −38,624−4.8% | Reduced |
| Invesco Ltd. | 776,165 | $113.8M | 0.03% | −136,512−15.0% | Reduced |
| Confluence Investment Management LLC | 816,945 | $119.7M | 1.76% | +2260.0% | Added |
| Dimensional Fund Advisors LP | 840,392 | $123.2M | 0.04% | +4,105+0.5% | Added |
| Legal & General Group Plc | 843,739 | $123.7M | 0.04% | +8,188+1.0% | Added |
| Fayez Sarofim & Co | 866,352 | $127.0M | 0.44% | +253,880+41.5% | Added |
| Veritas Investment Partners (UK) Ltd. | 871,487 | $127.7M | 3.59% | +35,847+4.3% | Added |
| Bank of America Corp | 973,616 | $142.7M | 0.02% | +243,000+33.3% | Added |
| Macquarie Group Ltd | 1,055,385 | $154.7M | 0.18% | −33,930−3.1% | Reduced |
| Bahl & Gaynor Inc | 1,106,750 | $162.2M | 0.87% | +196,873+21.6% | Added |
| Bank of New York Mellon Corp | 1,107,142 | $162.3M | 0.04% | −27,467−2.4% | Reduced |
| Franklin Resources Inc | 1,132,875 | $166.0M | 0.08% | −28,447−2.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,180,156 | $173.0M | 0.41% | +69,082+6.2% | Added |
| Parnassus Investments | 1,202,519 | $176.3M | 0.44% | 00.0% | Unchanged |
| Northern Trust Corp | 1,410,855 | $206.8M | 0.04% | −38,672−2.7% | Reduced |
| Wells Fargo & Company | 1,430,051 | $209.6M | 0.06% | +70,444+5.2% | Added |
| Barclays PLC | 1,464,475 | $214.6M | 0.22% | −82,491−5.3% | Reduced |
| Jensen Investment Management Inc | 1,763,639 | $255.9M | 2.02% | −56,444−3.1% | Reduced |
| T. Rowe Price Investment Management, Inc. | 2,219,976 | $325.4M | 0.23% | −10,834−0.5% | Reduced |
| Geode Capital Management, LLC | 2,519,784 | $368.6M | 0.05% | +37,989+1.5% | Added |
| Capital International Investors | 2,768,503 | $405.8M | 0.10% | +2,768,503 | New |
| Baillie Gifford & Co | 3,162,987 | $463.6M | 0.42% | −246,278−7.2% | Reduced |
| Janus Henderson Group PLC | 3,301,755 | $483.9M | 0.32% | +152,428+4.8% | Added |
| Price T Rowe Associates Inc | 3,488,037 | $511.2M | 0.08% | +96,566+2.8% | Added |
| APG Asset Management N.V. | 3,857,940 | $520.5M | 1.10% | −17,116−0.4% | Reduced |
| State Street Corp | 4,648,447 | $684.2M | 0.04% | −25,592−0.5% | Reduced |
| Morgan Stanley | 6,775,296 | $993.1M | 0.11% | −268,360−3.8% | Reduced |
| BlackRock Inc. | 10,410,450 | $1.53B | 0.05% | −218,608−2.1% | Reduced |
| Vanguard Group Inc | 14,222,423 | $2.08B | 0.05% | −33,535−0.2% | Reduced |
| Strengthening Families & Communities, LLC | 8,717 | – | – | +297+3.5% | Added |
| Carl Stuart Investment Advisor, Inc | 199 | – | – | +199 | New |
| Ten Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −101,429−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −49,398−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −32,303−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −24,822−100.0% | Sold out |
| Goelzer Investment Management, Inc. | 0 | $0 | 0.00% | −21,004−100.0% | Sold out |
| Cidel Asset Management Inc | 0 | $0 | 0.00% | −18,168−100.0% | Sold out |