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 |
|---|---|---|---|---|---|
| Andra AP-fonden | 29,300 | $4.29M | 0.11% | −2,900−9.0% | Reduced |
| MML Investors Services, LLC | 28,589 | $4.19M | 0.03% | +10,469+57.8% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 28,500 | $4.18M | 0.22% | +5,500+23.9% | Added |
| Buffington Mohr McNeal | 28,356 | $4.16M | 0.95% | −453−1.6% | Reduced |
| Fifth Third Bancorp | 28,204 | $4.13M | 0.02% | −3,929−12.2% | Reduced |
| Two Sigma Investments, LP | 28,065 | $4.11M | 0.01% | +28,065 | New |
| Cullen/Frost Bankers, Inc. | 28,049 | $4.11M | 0.08% | −206−0.7% | Reduced |
| Greenleaf Trust | 27,782 | $4.07M | 0.05% | −27−0.1% | Reduced |
| Brown Advisory Inc | 26,918 | $3.95M | 0.01% | +127+0.5% | Added |
| Aureus Asset Management, LLC | 26,804 | $3.93M | 0.31% | +801+3.1% | Added |
| Middleton & Co Inc | 26,248 | $3.85M | 0.55% | −3,486−11.7% | Reduced |
| IFM Investors Pty Ltd | 26,080 | $3.82M | 0.06% | +1,028+4.1% | Added |
| Shell Asset Management Co | 25,907 | $3.80M | 0.16% | +617+2.4% | Added |
| Xponance, Inc. | 25,876 | $3.79M | 0.06% | −1,042−3.9% | Reduced |
| Appleton Partners Inc | 25,175 | $3.69M | 0.33% | −4,774−15.9% | Reduced |
| Tredje AP-fonden | 24,948 | $3.66M | 0.06% | +1,234+5.2% | Added |
| Kestra Private Wealth Services, LLC | 24,755 | $3.63M | 0.14% | +4,898+24.7% | Added |
| Agf Management Ltd | 24,678 | $3.62M | 0.02% | +865+3.6% | Added |
| Amica Mutual Insurance Co | 23,587 | $3.46M | 0.39% | −13,711−36.8% | Reduced |
| Texas Permanent School Fund | 23,546 | $3.45M | 0.03% | +6,564+38.7% | Added |
| Forsta Ap-Fonden | 23,500 | $3.44M | 0.04% | −500−2.1% | Reduced |
| SEI Investments Co | 23,417 | $3.43M | 0.01% | +3,570+18.0% | Added |
| First Hawaiian Bank | 23,001 | $3.37M | 0.11% | +13+0.1% | Added |
| DnB Asset Management AS | 22,902 | $3.36M | 0.02% | −587−2.5% | Reduced |
| Parsons Capital Management Inc | 22,900 | $3.36M | 0.27% | −605−2.6% | Reduced |
| Panagora Asset Management Inc | 22,579 | $3.31M | 0.02% | −4,322−16.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 22,365 | $3.28M | 0.01% | −2,513−10.1% | Reduced |
| Brown Capital Management LLC | 21,917 | $3.21M | 0.05% | −114−0.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 21,851 | $3.20M | 0.02% | +136+0.6% | Added |
| Brinker Capital Investments, LLC | 21,249 | $3.11M | 0.04% | +1,450+7.3% | Added |
| Orion Portfolio Solutions, LLC | 21,249 | $3.11M | 0.04% | +19,188+931.0% | Added |
| Security National Bank | 20,953 | $3.07M | 0.82% | −3,083−12.8% | Reduced |
| HighTower Trust Services, LTA | 22,403 | $3.07M | 0.30% | +906+4.2% | Added |
| Utah Retirement Systems | 20,691 | $3.03M | 0.04% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 20,683 | $3.03M | 0.00% | +5,418+35.5% | Added |
| Citadel Advisors LLC | 20,519 | $3.01M | 0.00% | −440,075−95.5% | Reduced |
| Public Sector Pension Investment Board | 20,079 | $2.94M | 0.02% | −757−3.6% | Reduced |
| TownSquare Capital, LLC | 19,971 | $2.93M | 0.06% | +1,283+6.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 19,952 | $2.92M | 0.03% | +64+0.3% | Added |
| Intrust Bank NA | 19,850 | $2.91M | 0.37% | −930−4.5% | Reduced |
| Griffin Asset Management, Inc. | 19,723 | $2.89M | 0.40% | +285+1.5% | Added |
| Burney Co | 19,681 | $2.88M | 0.14% | −25−0.1% | Reduced |
| Janney Montgomery Scott LLC | 19,490 | $2.86M | 0.01% | +688+3.7% | Added |
| WSFS Capital Management, LLC | 18,776 | $2.75M | 0.29% | +8,751+87.3% | Added |
| HighTower Advisors, LLC | 18,772 | $2.75M | 0.01% | +2,351+14.3% | Added |
| New York Life Investment Management LLC | 18,536 | $2.72M | 0.03% | −563−2.9% | Reduced |
| Creative Planning | 18,396 | $2.70M | 0.00% | +591+3.3% | Added |
| Garrison Asset Management, LLC | 18,352 | $2.69M | 1.67% | −135−0.7% | Reduced |
| USS Investment Management Ltd | 18,338 | $2.69M | 0.04% | 00.0% | Unchanged |
| Mariner, LLC | 18,334 | $2.69M | 0.01% | +1,053+6.1% | Added |
| Atria Investments LLC | 17,989 | $2.64M | 0.05% | +8,841+96.6% | Added |
| State of Tennessee, Treasury Department | 17,935 | $2.63M | 0.01% | −87,274−83.0% | Reduced |
| M&T Bank Corp | 17,742 | $2.60M | 0.01% | +14+0.1% | Added |
| CIBC Asset Management Inc | 17,523 | $2.57M | 0.01% | +541+3.2% | Added |
| Long Road Investment Counsel, LLC | 17,450 | $2.56M | 1.23% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 18,808 | $2.54M | 0.02% | +4,381+30.4% | Added |
| Suncoast Equity Management | 17,275 | $2.53M | 0.43% | +945+5.8% | Added |
| National Bank of Canada | 17,190 | $2.51M | 0.01% | +4,732+38.0% | Added |
| Yousif Capital Management, LLC | 17,111 | $2.51M | 0.03% | −474−2.7% | Reduced |
| Sugarloaf Wealth Management, LLC | 16,975 | $2.49M | 0.61% | +373+2.2% | Added |
| Mutual of America Capital Management LLC | 16,841 | $2.47M | 0.03% | +34+0.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 16,635 | $2.44M | 0.01% | +1,401+9.2% | Added |
| Gateway Investment Advisers LLC | 16,548 | $2.43M | 0.03% | −61−0.4% | Reduced |
| State of Alaska, Department of Revenue | 16,238 | $2.38M | 0.03% | −252−1.5% | Reduced |
| Allianz Asset Management GmbH | 15,804 | $2.32M | 0.00% | −311−1.9% | Reduced |
| Advisory Services Network, LLC | 15,802 | $2.32M | 0.06% | +328+2.1% | Added |
| Gulf International Bank (UK) Ltd | 15,429 | $2.26M | 0.05% | −3,833−19.9% | Reduced |
| AQR Capital Management LLC | 15,106 | $2.21M | 0.00% | −1,794−10.6% | Reduced |
| Capital Group Private Client Services, Inc. | 15,095 | $2.21M | 0.03% | +15,095 | New |
| Snowden Capital Advisors LLC | 15,065 | $2.21M | 0.09% | −5,871−28.0% | Reduced |
| First National Trust Co | 15,062 | $2.21M | 0.12% | −200−1.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 15,017 | $2.20M | 0.09% | +549+3.8% | Added |
| Achmea Investment Management B.V. | 14,829 | $2.17M | 0.06% | −7,461−33.5% | Reduced |
| ExodusPoint Capital Management, LP | 14,763 | $2.16M | 0.02% | +14,763 | New |
| HBK Sorce Advisory LLC | 14,741 | $2.16M | 0.10% | −15,657−51.5% | Reduced |
| First Republic Investment Management, Inc. | 14,739 | $2.16M | 0.00% | +1,169+8.6% | Added |
| Fruth Investment Management | 14,632 | $2.14M | 0.62% | −1,128−7.2% | Reduced |
| Buckhead Capital Management LLC | 14,610 | $2.14M | 0.50% | +2,785+23.6% | Added |
| Occidental Asset Management, LLC | 14,416 | $2.11M | 0.53% | +696+5.1% | Added |
| Stratos Wealth Partners, LTD. | 14,285 | $2.09M | 0.06% | +1,216+9.3% | Added |
| Princeton Global Asset Management LLC | 13,972 | $2.05M | 0.59% | +1,157+9.0% | Added |
| CenterBook Partners LP | 13,950 | $2.04M | 0.29% | +1,611+13.1% | Added |
| Daiwa Securities Group Inc. | 13,909 | $2.04M | 0.01% | +866+6.6% | Added |
| Czech National Bank | 13,865 | $2.03M | 0.05% | +100+0.7% | Added |
| AdvisorShares Investments LLC | 13,776 | $2.02M | 0.63% | +4,200+43.9% | Added |
| Cynosure Management, LLC | 13,774 | $2.02M | 3.05% | −4,890−26.2% | Reduced |
| Oppenheimer Asset Management Inc. | 13,545 | $1.99M | 0.03% | +167+1.2% | Added |
| Steward Partners Investment Advisory, LLC | 13,473 | $1.97M | 0.03% | +395+3.0% | Added |
| Schechter Investment Advisors, LLC | 13,179 | $1.93M | 0.18% | −368−2.7% | Reduced |
| Teacher Retirement System of Texas | 13,086 | $1.92M | 0.01% | −2,160−14.2% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 12,900 | $1.89M | 1.32% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 12,893 | $1.89M | 0.29% | −16,824−56.6% | Reduced |
| American Century Companies Inc | 12,917 | $1.89M | 0.00% | +1,269+10.9% | Added |
| Whittier Trust Co | 12,700 | $1.86M | 0.03% | −653−4.9% | Reduced |
| Siemens Fonds Invest GmbH | 12,628 | $1.85M | 0.19% | −14−0.1% | Reduced |
| Nissay Asset Management Corp | 12,515 | $1.83M | 0.02% | −142,476−91.9% | Reduced |
| PGGM Investments | 12,492 | $1.83M | 0.03% | −373−2.9% | Reduced |
| Mercer Global Advisors Inc | 12,190 | $1.79M | 0.01% | +2,654+27.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,001 | $1.76M | 0.03% | +127+1.1% | Added |
| Coldstream Capital Management Inc | 11,739 | $1.72M | 0.06% | +10+0.1% | Added |