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 |
|---|---|---|---|---|---|
| Thrivent Financial for Lutherans | 5,239 | $868.0K | 0.00% | −895−14.6% | Reduced |
| Jane Street Group, LLC | 5,271 | $873.0K | 0.00% | +1,412+36.6% | Added |
| CWS Financial Advisors, LLC | 5,290 | $876.2K | 0.33% | −88−1.6% | Reduced |
| Prospera Financial Services Inc | 5,309 | $879.3K | 0.03% | −221−4.0% | Reduced |
| FJ Capital Management LLC | 5,338 | $884.1K | 0.11% | +5,338 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 5,661 | $938.0K | 0.02% | +2,780+96.5% | Added |
| Tiaa, FSB | 5,712 | $946.1K | 0.00% | −278−4.6% | Reduced |
| Prana Capital Management, LP | 5,727 | $948.6K | 0.06% | +5,727 | New |
| Hilltop Holdings Inc. | 5,747 | $951.9K | 0.12% | −243−4.1% | Reduced |
| New Mexico Educational Retirement Board | 5,750 | $952.0K | 0.04% | +300+5.5% | Added |
| Forza Wealth Management, LLC | 5,779 | $957.2K | 0.48% | +100+1.8% | Added |
| Sepio Capital, LP | 5,827 | $965.1K | 0.08% | −131−2.2% | Reduced |
| Banque Cantonale Vaudoise | 5,831 | $966.0K | 0.05% | +1,300+28.7% | Added |
| Crawford Investment Counsel Inc | 5,845 | $968.1K | 0.02% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 5,891 | $975.7K | 0.05% | +2,237+61.2% | Added |
| Naples Global Advisors, LLC | 5,884 | $978.7K | 0.11% | +449+8.3% | Added |
| TCTC Holdings, LLC | 5,925 | $981.4K | 0.04% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 5,981 | $990.6K | 0.00% | +1,092+22.3% | Added |
| Hantz Financial Services, Inc. | 6,043 | $1.00M | 0.03% | +154+2.6% | Added |
| Prudential PLC | 6,084 | $1.01M | 0.01% | +983+19.3% | Added |
| Sompo Asset Management Co., Ltd. | 6,130 | $1.02M | 0.19% | −1,300−17.5% | Reduced |
| Integrated Wealth Concepts LLC | 6,245 | $1.03M | 0.02% | +4,402+238.8% | Added |
| Benjamin Edwards Inc | 6,270 | $1.04M | 0.24% | +28+0.4% | Added |
| Koshinski Asset Management, Inc. | 6,272 | $1.04M | 0.11% | −2,180−25.8% | Reduced |
| Sciencast Management LP | 6,389 | $1.05M | 0.85% | +4,433+226.6% | Added |
| Cerity Partners LLC | 6,325 | $1.05M | 0.00% | +850+15.5% | Added |
| Woodline Partners LP | 6,419 | $1.06M | 0.01% | +6,419 | New |
| Raymond James Trust N.A. | 6,430 | $1.06M | 0.03% | +1,732+36.9% | Added |
| Spears Abacus Advisors LLC | 6,460 | $1.07M | 0.09% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 6,462 | $1.07M | 0.10% | +1,995+44.7% | Added |
| Kestra Advisory Services, LLC | 6,479 | $1.07M | 0.01% | −1,090−14.4% | Reduced |
| Kensington Investment Counsel, LLC | 6,693 | $1.11M | 0.70% | +1,046+18.5% | Added |
| Wambolt & Associates, LLC | 6,788 | $1.12M | 0.40% | +184+2.8% | Added |
| Waterloo Capital, L.P. | 6,880 | $1.14M | 0.34% | +8+0.1% | Added |
| Montag & Caldwell, LLC | 6,895 | $1.14M | 0.14% | −18−0.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 6,943 | $1.15M | 0.00% | −15,422−69.0% | Reduced |
| La Banque Postale Asset Management SA | 7,015 | $1.16M | 0.03% | +7,015 | New |
| Oxbow Advisors, LLC | 7,129 | $1.18M | 0.19% | −408−5.4% | Reduced |
| Bessemer Group Inc | 7,171 | $1.19M | 0.00% | +2,080+40.9% | Added |
| Pegasus Partners Ltd. | 7,181 | $1.19M | 0.17% | −35−0.5% | Reduced |
| Ostrum Asset Management | 7,226 | $1.20M | 0.10% | +7+0.1% | Added |
| Louisiana State Employees Retirement System | 7,300 | $1.21M | 0.03% | −400−5.2% | Reduced |
| AE Wealth Management LLC | 7,306 | $1.21M | 0.01% | −272−3.6% | Reduced |
| Nordea Investment Management AB | 7,408 | $1.22M | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 7,380 | $1.22M | 0.01% | +662+9.9% | Added |
| Pacer Advisors, Inc. | 7,450 | $1.23M | 0.00% | −1,920−20.5% | Reduced |
| Welch & Forbes LLC | 7,458 | $1.24M | 0.02% | +27+0.4% | Added |
| EFG Asset Management (Americas) Corp. | 7,511 | $1.24M | 0.29% | −90−1.2% | Reduced |
| Efg Capital International Corp. | 7,511 | $1.24M | 0.29% | +7,511 | New |
| Fiduciary Planning LLC | 7,536 | $1.25M | 0.57% | +145+2.0% | Added |
| SRN Advisors, LLC | 7,538 | $1.25M | 1.11% | −715−8.7% | Reduced |
| Allen Capital Group, LLC | 7,538 | $1.25M | 0.22% | −97−1.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 7,585 | $1.26M | 0.00% | +375+5.2% | Added |
| Boyar Asset Management Inc. | 7,609 | $1.26M | 0.93% | −66−0.9% | Reduced |
| Advisor Partners II, LLC | 7,698 | $1.28M | 0.06% | +485+6.7% | Added |
| Gotham Asset Management, LLC | 7,736 | $1.28M | 0.03% | −2,125−21.5% | Reduced |
| Illinois Municipal Retirement Fund | 7,761 | $1.28M | 0.03% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 7,845 | $1.30M | 0.05% | +955+13.9% | Added |
| Catalyst Capital Advisors LLC | 7,904 | $1.31M | 0.04% | +7,904 | New |
| Sentry LLC | 7,948 | $1.32M | 0.29% | 00.0% | Unchanged |
| MAI Capital Management | 7,952 | $1.32M | 0.02% | +33+0.4% | Added |
| Ossiam | 7,958 | $1.32M | 0.02% | +6,679+522.2% | Added |
| Legacy Advisors, LLC | 8,037 | $1.33M | 0.20% | +73+0.9% | Added |
| Hartford Investment Management Co | 8,262 | $1.37M | 0.05% | −1,716−17.2% | Reduced |
| Tilia Fiduciary Partners, Inc. | 8,476 | $1.40M | 1.25% | +769+10.0% | Added |
| Rafferty Asset Management, LLC | 8,534 | $1.41M | 0.01% | +844+11.0% | Added |
| Neuberger Berman Group LLC | 8,544 | $1.42M | 0.00% | +688+8.8% | Added |
| Vestcor Inc | 8,555 | $1.42M | 0.05% | −136−1.6% | Reduced |
| Meyer Handelman Co | 8,600 | $1.42M | 0.06% | +975+12.8% | Added |
| CenterBook Partners LP | 8,708 | $1.44M | 0.18% | −5,242−37.6% | Reduced |
| Linden Thomas Advisory Services, LLC | 8,831 | $1.46M | 0.32% | +230+2.7% | Added |
| Van Eck Associates Corp | 8,860 | $1.47M | 0.00% | +2,946+49.8% | Added |
| Teacher Retirement System of Texas | 8,899 | $1.47M | 0.01% | −4,187−32.0% | Reduced |
| Engineers Gate Manager LP | 8,933 | $1.48M | 0.06% | +8,933 | New |
| PGGM Investments | 9,021 | $1.49M | 0.02% | −3,471−27.8% | Reduced |
| Maryland State Retirement & Pension System | 9,048 | $1.50M | 0.03% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 9,010 | $1.50M | 0.20% | −337−3.6% | Reduced |
| Oregon Public Employees Retirement Fund | 9,137 | $1.51M | 0.02% | +63+0.7% | Added |
| Bank of Nova Scotia | 9,427 | $1.56M | 0.00% | −1,311−12.2% | Reduced |
| Kentucky Retirement Systems | 9,486 | $1.57M | 0.05% | +180+1.9% | Added |
| Silvercrest Asset Management Group LLC | 9,576 | $1.59M | 0.01% | +116+1.2% | Added |
| Northwest Investment Counselors, LLC | 9,633 | $1.60M | 0.43% | +348+3.7% | Added |
| Securian Asset Management, Inc | 9,666 | $1.60M | 0.04% | −100−1.0% | Reduced |
| Mercer Global Advisors Inc | 9,771 | $1.62M | 0.01% | −2,419−19.8% | Reduced |
| Strengthening Families & Communities, LLC | 9,874 | $1.64M | 0.71% | +1,157+13.3% | Added |
| Swedbank AB | 9,891 | $1.64M | 0.00% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 10,027 | $1.66M | 0.03% | +3,493+53.5% | Added |
| Guardian Wealth Advisors, LLC | 10,079 | $1.68M | 0.29% | +631+6.7% | Added |
| Wimmer Associates 1, LLC | 10,147 | $1.68M | 1.01% | 00.0% | Unchanged |
| Lee Financial Co | 10,159 | $1.68M | 0.29% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 10,261 | $1.70M | 0.28% | −280−2.7% | Reduced |
| Leavell Investment Management, Inc. | 10,225 | $1.70M | 0.12% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 10,300 | $1.71M | 0.05% | +754+7.9% | Added |
| Roundview Capital LLC | 10,406 | $1.72M | 0.17% | −50−0.5% | Reduced |
| Bleakley Financial Group, LLC | 10,431 | $1.73M | 0.05% | +941+9.9% | Added |
| Atlas Private Wealth Management | 10,479 | $1.74M | 0.92% | +948+9.9% | Added |
| GWM Advisors LLC | 10,487 | $1.74M | 0.02% | −609−5.5% | Reduced |
| Norinchukin Bank, The | 10,512 | $1.74M | 0.03% | +3,103+41.9% | Added |
| Teachers Retirement System of the State of Kentucky | 10,576 | $1.75M | 0.02% | −16−0.2% | Reduced |
| Zurich Insurance Group Ltd | 10,600 | $1.76M | 0.02% | 00.0% | Unchanged |