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, Q2 2023
Institutional positions in Broadridge Financial Solutions, Inc. as of Jun 30, 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
- 817
- +29 vs. Q1 2023
- Shares held
- 105.9M
- +404.5K (+0.4%) vs. Q1 2023
- Total value
- $17.5B
- +$2.07B (+13.4%) vs. Q1 2023
- New holders
- 81
- 300 more added
- Sold out
- 52
- 266 more reduced
5 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Broadridge Financial Solutions, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 13,836,235 | $2.29B | 0.05% | −386,188−2.7% | Reduced |
| BlackRock Inc. | 9,615,280 | $1.59B | 0.04% | −795,170−7.6% | Reduced |
| Morgan Stanley | 6,899,306 | $1.14B | 0.11% | +124,010+1.8% | Added |
| State Street Corp | 4,660,175 | $775.2M | 0.04% | +11,728+0.3% | Added |
| Price T Rowe Associates Inc | 3,985,225 | $660.1M | 0.09% | +497,188+14.3% | Added |
| Capital International Investors | 3,712,221 | $614.6M | 0.15% | +943,718+34.1% | Added |
| APG Asset Management N.V. | 3,634,603 | $551.8M | 1.11% | −223,337−5.8% | Reduced |
| Janus Henderson Group PLC | 3,318,111 | $549.6M | 0.34% | +16,356+0.5% | Added |
| Baillie Gifford & Co | 3,093,386 | $512.4M | 0.44% | −69,601−2.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 3,048,067 | $504.9M | 0.34% | +828,091+37.3% | Added |
| Geode Capital Management, LLC | 2,497,745 | $412.7M | 0.05% | −22,039−0.9% | Reduced |
| Jensen Investment Management Inc | 1,782,104 | $295.2M | 2.17% | +18,465+1.0% | Added |
| Barclays PLC | 1,613,548 | $267.3M | 0.17% | +149,073+10.2% | Added |
| Wells Fargo & Company | 1,400,413 | $232.0M | 0.07% | −29,638−2.1% | Reduced |
| Northern Trust Corp | 1,252,721 | $207.5M | 0.04% | −158,134−11.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,220,151 | $202.1M | 0.42% | +39,995+3.4% | Added |
| Franklin Resources Inc | 1,156,147 | $191.5M | 0.09% | +23,272+2.1% | Added |
| Macquarie Group Ltd | 1,120,736 | $185.6M | 0.21% | +65,351+6.2% | Added |
| Bank of New York Mellon Corp | 1,101,960 | $182.5M | 0.04% | −5,182−0.5% | Reduced |
| Parnassus Investments | 1,052,293 | $174.3M | 0.40% | −150,226−12.5% | Reduced |
| Bahl & Gaynor Inc | 999,945 | $165.6M | 1.01% | −106,805−9.7% | Reduced |
| Fayez Sarofim & Co | 934,081 | $154.7M | 0.54% | +67,729+7.8% | Added |
| Veritas Investment Partners (UK) Ltd. | 873,667 | $144.7M | 3.73% | +2,180+0.3% | Added |
| Legal & General Group Plc | 846,530 | $140.2M | 0.05% | +2,791+0.3% | Added |
| Dimensional Fund Advisors LP | 840,109 | $139.1M | 0.04% | −2830.0% | Reduced |
| Confluence Investment Management LLC | 802,342 | $132.9M | 1.94% | −14,603−1.8% | Reduced |
| Invesco Ltd. | 774,203 | $128.2M | 0.03% | −1,962−0.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 759,340 | $125.8M | 0.35% | +37,217+5.2% | Added |
| Baird Financial Group, Inc. | 743,518 | $123.1M | 0.33% | −2,566−0.3% | Reduced |
| California Public Employees Retirement System | 742,361 | $123.0M | 0.11% | −21,966−2.9% | Reduced |
| Bank of America Corp | 719,896 | $119.2M | 0.01% | −253,720−26.1% | Reduced |
| Charles Schwab Investment Management Inc | 616,706 | $102.1M | 0.03% | +758+0.1% | Added |
| Ninety One UK Ltd | 616,497 | $102.1M | 0.30% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 636,133 | $93.2M | 0.05% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 536,417 | $88.8M | 0.19% | +22,835+4.4% | Added |
| Alliancebernstein L.P. | 494,274 | $81.9M | 0.03% | +980.0% | Added |
| Select Equity Group, L.P. | 462,674 | $76.6M | 0.29% | +228,093+97.2% | Added |
| First Trust Advisors LP | 455,363 | $75.4M | 0.09% | −48,653−9.7% | Reduced |
| Rathbone Brothers plc | 439,495 | $72.8M | 0.68% | +5,969+1.4% | Added |
| Millennium Management LLC | 435,425 | $72.1M | 0.08% | +66,563+18.0% | Added |
| Swiss National Bank | 425,000 | $70.4M | 0.05% | −42,000−9.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 415,005 | $68.7M | 0.16% | −47,943−10.4% | Reduced |
| Raymond James & Associates | 403,972 | $66.9M | 0.06% | +99,945+32.9% | Added |
| Nuveen Asset Management, LLC | 401,170 | $66.4M | 0.02% | +140,992+54.2% | Added |
| Boston Financial Mangement LLC | 391,976 | $64.9M | 2.35% | +354+0.1% | Added |
| Mackenzie Financial Corp | 380,299 | $62.3M | 0.10% | −19,239−4.8% | Reduced |
| Schwartz Investment Counsel Inc | 374,450 | $62.0M | 2.62% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 372,290 | $61.7M | 1.60% | −11,143−2.9% | Reduced |
| Ensemble Capital Management, LLC | 351,647 | $58.2M | 5.62% | −3,805−1.1% | Reduced |
| JPMorgan Chase & Co | 346,437 | $57.4M | 0.01% | −20,643−5.6% | Reduced |
| London Co of Virginia | 312,956 | $51.8M | 0.29% | +2,320+0.7% | Added |
| Deutsche Bank AG | 309,185 | $51.2M | 0.03% | +51,878+20.2% | Added |
| Envestnet Asset Management Inc | 305,948 | $50.7M | 0.02% | +27,822+10.0% | Added |
| Fenimore Asset Management Inc | 298,578 | $49.5M | 1.23% | −550.0% | Reduced |
| GW&K Investment Management, LLC | 298,254 | $49.4M | 0.47% | −3,465−1.1% | Reduced |
| King Luther Capital Management Corp | 294,186 | $48.7M | 0.24% | −1,091−0.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 292,697 | $48.5M | 0.52% | +9,776+3.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 286,724 | $47.5M | 0.04% | −104,013−26.6% | Reduced |
| Earnest Partners LLC | 285,409 | $47.3M | 0.26% | −5,537−1.9% | Reduced |
| Boston Trust Walden Corp | 281,148 | $46.6M | 0.38% | +18,406+7.0% | Added |
| Goldman Sachs Group Inc | 267,486 | $44.3M | 0.01% | −115,487−30.2% | Reduced |
| Amundi | 267,490 | $43.8M | 0.02% | −149,435−35.8% | Reduced |
| TD Asset Management Inc | 253,533 | $42.0M | 0.05% | +49,487+24.3% | Added |
| Rhumbline Advisers | 247,239 | $41.0M | 0.05% | +579+0.2% | Added |
| HSBC Holdings PLC | 246,154 | $40.8M | 0.04% | −27,497−10.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 229,462 | $38.0M | 0.12% | −13,892−5.7% | Reduced |
| LPL Financial LLC | 228,261 | $37.8M | 0.03% | −9,213−3.9% | Reduced |
| UBS Group AG | 199,280 | $33.0M | 0.01% | +66,421+50.0% | Added |
| California State Teachers Retirement System | 195,059 | $32.3M | 0.05% | −650.0% | Reduced |
| Copeland Capital Management, LLC | 192,274 | $31.8M | 0.66% | +14,697+8.3% | Added |
| Royal Bank of Canada | 189,107 | $31.3M | 0.01% | −31,664−14.3% | Reduced |
| National Pension Service | 190,212 | $31.1M | 0.05% | −10,993−5.5% | Reduced |
| Credit Suisse AG | 176,520 | $29.2M | 0.03% | +11,978+7.3% | Added |
| Pinebridge Investments, L.P. | 174,492 | $28.9M | 0.31% | +15,989+10.1% | Added |
| New York State Common Retirement Fund | 171,532 | $28.4M | 0.04% | −2,689−1.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 171,260 | $28.4M | 0.38% | −5,265−3.0% | Reduced |
| Premier Fund Managers Ltd | 170,000 | $27.8M | 1.10% | +170,000 | New |
| Ameriprise Financial Inc | 157,925 | $26.2M | 0.01% | −10,166−6.0% | Reduced |
| Douglas Lane & Associates, LLC | 150,773 | $25.0M | 0.40% | −15,969−9.6% | Reduced |
| Principal Financial Group Inc | 141,108 | $23.4M | 0.02% | −19,335−12.1% | Reduced |
| Dearborn Partners LLC | 140,097 | $23.2M | 0.89% | −115−0.1% | Reduced |
| Boston Private Wealth LLC | 135,436 | $22.4M | 0.41% | −58,154−30.0% | Reduced |
| Public Employees Retirement Association of Colorado | 133,909 | $22.2M | 0.11% | 00.0% | Unchanged |
| Geneva Capital Management LLC | 132,575 | $22.0M | 0.43% | −8,832−6.2% | Reduced |
| Balyasny Asset Management LLC | 128,141 | $21.2M | 0.06% | +8,312+6.9% | Added |
| Motley Fool Wealth Management, LLC | 127,516 | $21.1M | 1.24% | −2,657−2.0% | Reduced |
| State Board of Administration of Florida Retirement System | 123,588 | $20.5M | 0.05% | +495+0.4% | Added |
| FIL Ltd | 120,461 | $20.0M | 0.02% | +30,000+33.2% | Added |
| Alta Capital Management LLC | 118,356 | $19.6M | 1.35% | −1,172−1.0% | Reduced |
| Adage Capital Partners GP, L.L.C. | 117,500 | $19.5M | 0.04% | +117,500 | New |
| Storebrand Asset Management AS | 113,434 | $18.8M | 0.09% | −85,248−42.9% | Reduced |
| New York State Teachers Retirement System | 112,428 | $18.6M | 0.04% | −10,789−8.8% | Reduced |
| Bath Savings Trust Co | 111,943 | $18.5M | 2.16% | +1,401+1.3% | Added |
| Prudential Financial Inc | 106,520 | $17.6M | 0.03% | −406−0.4% | Reduced |
| Wendell David Associates Inc | 105,980 | $17.6M | 1.98% | +536+0.5% | Added |
| Norges Bank | 105,957 | $17.5M | 0.00% | +28,651+37.1% | Added |
| Citigroup Inc | 105,499 | $17.5M | 0.02% | −37,601−26.3% | Reduced |
| Gradient Investments LLC | 105,350 | $17.4M | 0.45% | +3,245+3.2% | Added |
| Natixis Advisors, L.P. | 98,152 | $16.3M | 0.05% | +14,571+17.4% | Added |
| Renaissance Technologies LLC | 96,400 | $16.0M | 0.02% | +96,400 | New |