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 |
|---|---|---|---|---|---|
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 94,414 | $13.8M | 0.19% | +18,000+23.6% | Added |
| Nicholas Company, Inc. | 92,955 | $13.6M | 0.28% | −140−0.2% | Reduced |
| Morningstar Investment Services LLC | 93,803 | $13.6M | 0.18% | +93,803 | New |
| FIL Ltd | 90,461 | $13.3M | 0.02% | 00.0% | Unchanged |
| Commerce Bank | 88,882 | $13.0M | 0.10% | −131,656−59.7% | Reduced |
| Diamond Hill Capital Management Inc | 88,375 | $13.0M | 0.06% | −868−1.0% | Reduced |
| Vigilant Capital Management, LLC | 88,232 | $12.9M | 1.05% | +534+0.6% | Added |
| Manufacturers Life Insurance Company, The | 87,070 | $12.8M | 0.01% | +434+0.5% | Added |
| First National Bank of Omaha | 85,321 | $12.5M | 0.76% | +1,535+1.8% | Added |
| Truist Financial Corp | 85,061 | $12.5M | 0.02% | −5,137−5.7% | Reduced |
| Walter Public Investments Inc. | 84,952 | $12.5M | 3.76% | −2,074−2.4% | Reduced |
| Russell Investments Group, Ltd. | 84,876 | $12.4M | 0.02% | +9,942+13.3% | Added |
| Natixis Advisors, L.P. | 83,581 | $12.3M | 0.04% | +14,262+20.6% | Added |
| Kelly Lawrence W & Associates Inc | 83,041 | $12.2M | 3.30% | −975−1.2% | Reduced |
| Public Employees Retirement System of Ohio | 79,091 | $11.6M | 0.05% | +19,268+32.2% | Added |
| Bell Asset Management Ltd | 78,235 | $11.5M | 2.10% | +11,449+17.1% | Added |
| Congress Wealth Management LLC | 77,316 | $11.3M | 0.27% | +4,013+5.5% | Added |
| Norges Bank | 77,306 | $11.3M | 0.00% | +13,542+21.2% | Added |
| D. E. Shaw & Co., Inc. | 77,036 | $11.3M | 0.02% | −107,878−58.3% | Reduced |
| Stifel Financial Corp | 76,012 | $11.1M | 0.02% | +7,439+10.8% | Added |
| Susquehanna International Group, LLP | 73,359 | $10.8M | 0.02% | +28,974+65.3% | Added |
| Voya Investment Management LLC | 71,046 | $10.4M | 0.01% | −1,544−2.1% | Reduced |
| Crossmark Global Holdings, Inc. | 70,636 | $10.4M | 0.24% | +826+1.2% | Added |
| Chevy Chase Trust Holdings, Inc. | 68,393 | $10.0M | 0.04% | +559+0.8% | Added |
| Washington Trust Co | 66,782 | $9.79M | 0.44% | −258−0.4% | Reduced |
| State of Wisconsin Investment Board | 66,709 | $9.78M | 0.03% | −1,080−1.6% | Reduced |
| Fulton Breakefield Broenniman LLC | 66,647 | $9.77M | 0.84% | −1,297−1.9% | Reduced |
| Advisors Asset Management, Inc. | 66,322 | $9.72M | 0.20% | −5,514−7.7% | Reduced |
| BNP Paribas Arbitrage, SA | 65,289 | $9.57M | 0.02% | −34,322−34.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 64,977 | $9.52M | 0.10% | −2,509−3.7% | Reduced |
| FMR LLC | 63,884 | $9.36M | 0.00% | −1,665−2.5% | Reduced |
| State of New Jersey Common Pension Fund D | 63,607 | $9.32M | 0.03% | 00.0% | Unchanged |
| Colony Group LLC | 63,509 | $9.31M | 0.14% | −323−0.5% | Reduced |
| McRae Capital Management Inc | 63,279 | $9.27M | 2.67% | +75+0.1% | Added |
| The PNC Financial Services Group, Inc. | 62,873 | $9.22M | 0.01% | −1,957−3.0% | Reduced |
| 1623 Capital LLC | 62,407 | $9.15M | 5.88% | 00.0% | Unchanged |
| Logan Capital Management Inc | 61,845 | $9.06M | 0.44% | +8,167+15.2% | Added |
| Southernsun Asset Management, LLC | 60,607 | $8.88M | 1.01% | −403−0.7% | Reduced |
| Bank of Montreal | 59,951 | $8.81M | 0.01% | −40,274−40.2% | Reduced |
| DekaBank Deutsche Girozentrale | 59,434 | $8.59M | 0.02% | −593−1.0% | Reduced |
| Mn Services Vermogensbeheer B.V. | 57,530 | $8.43M | 0.09% | +1,700+3.0% | Added |
| Victory Capital Management Inc | 56,458 | $8.28M | 0.01% | −631−1.1% | Reduced |
| Motley Fool Asset Management LLC | 54,072 | $7.93M | 0.88% | +5,410+11.1% | Added |
| Asset Management One Co.,Ltd. | 53,842 | $7.89M | 0.04% | +2,257+4.4% | Added |
| Handelsbanken Fonder AB | 53,823 | $7.89M | 0.05% | +2,352+4.6% | Added |
| Manning & Napier Group, LLC | 53,806 | $7.89M | 0.09% | −1,068−1.9% | Reduced |
| Toronto Dominion Bank | 53,603 | $7.85M | 0.01% | −9,308−14.8% | Reduced |
| Advisor Group Holdings, Inc. | 52,988 | $7.77M | 0.01% | +3,318+6.7% | Added |
| FineMark National Bank & Trust | 52,667 | $7.72M | 0.33% | +210.0% | Added |
| Treasurer of the State of North Carolina | 52,662 | $7.72M | 0.04% | +870+1.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 52,411 | $7.68M | 0.01% | +955+1.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 52,125 | $7.64M | 0.04% | +1,485+2.9% | Added |
| Vision Capital Management, Inc. | 50,417 | $7.39M | 1.34% | −1,498−2.9% | Reduced |
| Holocene Advisors, LP | 49,007 | $7.18M | 0.04% | +18,791+62.2% | Added |
| Addenda Capital Inc. | 48,545 | $7.15M | 0.29% | −672−1.4% | Reduced |
| CI Private Wealth, LLC | 48,436 | $7.10M | 0.02% | +17,028+54.2% | Added |
| Pictet Asset Management SA | 47,537 | $6.97M | 0.01% | +795+1.7% | Added |
| Alley Investment Management Company, LLC | 47,195 | $6.92M | 1.15% | +1,099+2.4% | Added |
| US Bancorp | 47,171 | $6.91M | 0.01% | +731+1.6% | Added |
| Korea Investment CORP | 46,529 | $6.82M | 0.02% | −14,684−24.0% | Reduced |
| Cyrus J. Lawrence, LLC | 46,121 | $6.76M | 1.97% | −872−1.9% | Reduced |
| Royal London Asset Management Ltd | 45,998 | $6.74M | 0.03% | +3,981+9.5% | Added |
| Ensign Peak Advisors, Inc | 45,767 | $6.71M | 0.01% | +2,250+5.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 45,578 | $6.68M | 0.15% | +5,962+15.0% | Added |
| Robeco Institutional Asset Management B.V. | 44,767 | $6.56M | 0.02% | −8,360−15.7% | Reduced |
| Schroder Investment Management Group | 44,434 | $6.51M | 0.01% | +19,386+77.4% | Added |
| Hamilton Point Investment Advisors, LLC | 44,143 | $6.50M | 1.58% | +459+1.1% | Added |
| Marks Group Wealth Management, Inc | 44,088 | $6.46M | 0.83% | +538+1.2% | Added |
| Independent Advisor Alliance | 44,023 | $6.45M | 0.31% | 00.0% | Unchanged |
| Running Oak Capital LLC | 42,878 | $6.28M | 1.79% | −234−0.5% | Reduced |
| Nisa Investment Advisors, LLC | 42,817 | $6.28M | 0.05% | +805+1.9% | Added |
| Aptus Capital Advisors, LLC | 42,498 | $6.26M | 0.18% | +9,489+28.7% | Added |
| McCollum Christoferson Group LLC | 42,415 | $6.22M | 1.92% | −505−1.2% | Reduced |
| Mattern Capital Management, LLC | 42,319 | $6.20M | 1.09% | +784+1.9% | Added |
| ProShare Advisors LLC | 42,294 | $6.20M | 0.02% | +7,740+22.4% | Added |
| Santa Monica Partners LP | 40,793 | $5.98M | 4.85% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 39,611 | $5.81M | 0.01% | −6,924−14.9% | Reduced |
| Swiss Life Asset Management Ltd | 36,874 | $5.40M | 0.08% | +34,780+1,660.9% | Added |
| KBC Group NV | 36,322 | $5.32M | 0.02% | +4,646+14.7% | Added |
| GHP Investment Advisors, Inc. | 36,199 | $5.31M | 0.34% | +735+2.1% | Added |
| O'Brien Greene & Co. Inc | 35,776 | $5.24M | 1.96% | −359−1.0% | Reduced |
| Palmer Knight Co | 35,399 | $5.19M | 3.30% | +1,619+4.8% | Added |
| Retirement Systems of Alabama | 34,787 | $5.10M | 0.02% | −2,905−7.7% | Reduced |
| MetLife Investment Management | 34,576 | $5.07M | 0.04% | −343−1.0% | Reduced |
| Captrust Financial Advisors | 34,551 | $5.06M | 0.02% | −9,441−21.5% | Reduced |
| Arizona State Retirement System | 34,205 | $5.01M | 0.04% | +1,002+3.0% | Added |
| American Money Management, LLC | 32,792 | $4.81M | 1.28% | +39+0.1% | Added |
| American International Group, Inc. | 32,568 | $4.77M | 0.03% | +96+0.3% | Added |
| STRS Ohio | 32,500 | $4.76M | 0.02% | 00.0% | Unchanged |
| State of Michigan Retirement System | 32,360 | $4.74M | 0.03% | +400+1.3% | Added |
| Amalgamated Bank | 31,995 | $4.69M | 0.04% | +580+1.8% | Added |
| Blair William & Co | 31,534 | $4.62M | 0.02% | −8,693−21.6% | Reduced |
| Northstar Group, Inc. | 31,510 | $4.62M | 1.18% | +445+1.4% | Added |
| Commonwealth Equity Services, LLC | 31,263 | $4.58M | 0.01% | +2,292+7.9% | Added |
| Institutional & Family Asset Management, LLC | 31,235 | $4.58M | 0.76% | +1,328+4.4% | Added |
| Great Lakes Advisors, LLC | 30,549 | $4.48M | 0.04% | +568+1.9% | Added |
| Voloridge Investment Management, LLC | 30,031 | $4.40M | 0.02% | +2,975+11.0% | Added |
| Geneos Wealth Management Inc. | 29,943 | $4.39M | 0.27% | +29,756+15,912.3% | Added |
| Brady Family Wealth, LLC | 29,881 | $4.38M | 1.73% | +1,932+6.9% | Added |
| Nomura Asset Management Co Ltd | 29,329 | $4.30M | 0.02% | +1,417+5.1% | Added |