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 |
|---|---|---|---|---|---|
| British Columbia Investment Management Corp | 10,609 | $1.76M | 0.02% | +201+1.9% | Added |
| Cetera Advisor Networks LLC | 10,672 | $1.77M | 0.01% | +372+3.6% | Added |
| Regions Financial Corp | 10,676 | $1.77M | 0.02% | −498−4.5% | Reduced |
| Zions Bancorporation, N.A. | 10,790 | $1.79M | 0.15% | −799−6.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 10,956 | $1.81M | 0.03% | −1,045−8.7% | Reduced |
| Henshaw Capital LLC | 11,181 | $1.85M | 0.11% | +56+0.5% | Added |
| Lantz Financial LLC | 11,186 | $1.85M | 0.73% | −69−0.6% | Reduced |
| AMF Pensionsforsakring AB | 11,200 | $1.86M | 0.02% | +11,200 | New |
| Public Sector Pension Investment Board | 11,244 | $1.86M | 0.01% | −8,835−44.0% | Reduced |
| Buckhead Capital Management LLC | 11,245 | $1.86M | 0.44% | −3,365−23.0% | Reduced |
| Mraz, Amerine & Associates, Inc. | 11,362 | $1.88M | 0.44% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 11,449 | $1.90M | 0.02% | +442+4.0% | Added |
| Kesler, Norman & Wride, LLC | 11,454 | $1.90M | 0.46% | +379+3.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 11,564 | $1.92M | 0.01% | +507+4.6% | Added |
| Coldstream Capital Management Inc | 11,637 | $1.93M | 0.06% | −102−0.9% | Reduced |
| Rockefeller Capital Management L.P. | 11,649 | $1.93M | 0.01% | +369+3.3% | Added |
| Gulf International Bank (UK) Ltd | 11,703 | $1.94M | 0.05% | −3,726−24.1% | Reduced |
| Tower Research Capital LLC (TRC) | 11,789 | $1.95M | 0.07% | +7,342+165.1% | Added |
| Nissay Asset Management Corp | 12,235 | $2.03M | 0.02% | −280−2.2% | Reduced |
| Jump Financial, LLC | 12,262 | $2.03M | 0.07% | +12,262 | New |
| Toroso Investments, LLC | 12,291 | $2.04M | 0.06% | +3,515+40.1% | Added |
| Siemens Fonds Invest GmbH | 12,413 | $2.05M | 0.20% | −215−1.7% | Reduced |
| Candriam Luxembourg S.C.A. | 12,545 | $2.08M | 0.02% | −6,263−33.3% | Reduced |
| Whittier Trust Co | 12,630 | $2.09M | 0.04% | −70−0.6% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 12,900 | $2.14M | 1.46% | 00.0% | Unchanged |
| American Century Companies Inc | 13,246 | $2.19M | 0.00% | +329+2.5% | Added |
| Oppenheimer Asset Management Inc. | 13,406 | $2.22M | 0.03% | −139−1.0% | Reduced |
| Schechter Investment Advisors, LLC | 13,407 | $2.22M | 0.20% | +228+1.7% | Added |
| First Republic Investment Management, Inc. | 13,588 | $2.25M | 0.01% | −1,151−7.8% | Reduced |
| HBK Sorce Advisory LLC | 13,598 | $2.25M | 0.10% | −1,143−7.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 13,619 | $2.26M | 0.03% | +146+1.1% | Added |
| CIBC World Markets Corp | 13,819 | $2.29M | 0.02% | +7,867+132.2% | Added |
| Daiwa Securities Group Inc. | 13,962 | $2.31M | 0.02% | +53+0.4% | Added |
| Czech National Bank | 13,966 | $2.31M | 0.05% | +101+0.7% | Added |
| Fruth Investment Management | 14,362 | $2.38M | 0.68% | −270−1.8% | Reduced |
| First National Trust Co | 14,362 | $2.38M | 0.11% | −700−4.6% | Reduced |
| SG Americas Securities, LLC | 14,621 | $2.42M | 0.02% | +8,619+143.6% | Added |
| State of Alaska, Department of Revenue | 14,641 | $2.42M | 0.03% | −1,597−9.8% | Reduced |
| Princeton Global Asset Management LLC | 14,687 | $2.43M | 0.71% | +715+5.1% | Added |
| SYSTM Wealth Solutions LLC | 14,774 | $2.45M | 0.33% | +1,881+14.6% | Added |
| Occidental Asset Management, LLC | 15,058 | $2.49M | 0.56% | +642+4.5% | Added |
| Snowden Capital Advisors LLC | 15,102 | $2.50M | 0.09% | +37+0.2% | Added |
| Allianz Asset Management GmbH | 15,346 | $2.54M | 0.01% | −458−2.9% | Reduced |
| Stratos Wealth Partners, LTD. | 15,401 | $2.55M | 0.06% | +1,116+7.8% | Added |
| Appleton Partners Inc | 15,757 | $2.61M | 0.22% | −9,418−37.4% | Reduced |
| Ethic Inc. | 15,787 | $2.61M | 0.10% | +10,276+186.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 16,120 | $2.67M | 0.06% | −29,458−64.6% | Reduced |
| Gateway Investment Advisers LLC | 16,539 | $2.74M | 0.03% | −9−0.1% | Reduced |
| Mutual of America Capital Management LLC | 16,974 | $2.81M | 0.03% | +133+0.8% | Added |
| Advisory Services Network, LLC | 17,250 | $2.86M | 0.08% | +1,448+9.2% | Added |
| CIBC Asset Management Inc | 17,311 | $2.87M | 0.01% | −212−1.2% | Reduced |
| Yousif Capital Management, LLC | 17,372 | $2.88M | 0.03% | +261+1.5% | Added |
| Long Road Investment Counsel, LLC | 17,450 | $2.89M | 1.35% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 17,487 | $2.90M | 0.11% | +2,470+16.4% | Added |
| Sugarloaf Wealth Management, LLC | 17,498 | $2.90M | 0.68% | +523+3.1% | Added |
| Man Group plc | 17,589 | $2.91M | 0.01% | – | – |
| SEI Investments Co | 17,604 | $2.92M | 0.01% | −5,813−24.8% | Reduced |
| Atria Investments LLC | 17,825 | $2.95M | 0.05% | −164−0.9% | Reduced |
| AXA S.A. | 17,911 | $2.97M | 0.01% | +12,634+239.4% | Added |
| AdvisorShares Investments LLC | 18,256 | $3.02M | 0.87% | +4,480+32.5% | Added |
| USS Investment Management Ltd | 18,338 | $3.04M | 0.04% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 18,345 | $3.04M | 0.06% | +3,516+23.7% | Added |
| Garrison Asset Management, LLC | 18,401 | $3.05M | 1.83% | +49+0.3% | Added |
| New York Life Investment Management LLC | 18,482 | $3.06M | 0.03% | −54−0.3% | Reduced |
| Assenagon Asset Management S.A. | 18,634 | $3.09M | 0.01% | +11,886+176.1% | Added |
| Mariner, LLC | 19,105 | $3.16M | 0.01% | +771+4.2% | Added |
| Suncoast Equity Management | 19,255 | $3.19M | 0.48% | +1,980+11.5% | Added |
| Griffin Asset Management, Inc. | 19,364 | $3.21M | 0.43% | −359−1.8% | Reduced |
| Jefferies Financial Group Inc. | 19,413 | $3.22M | 0.07% | +9,600+97.8% | Added |
| Zevenbergen Capital Investments LLC | 19,500 | $3.23M | 0.08% | +19,500 | New |
| Burney Co | 19,567 | $3.24M | 0.15% | −114−0.6% | Reduced |
| Creative Planning | 19,643 | $3.25M | 0.00% | +1,247+6.8% | Added |
| WSFS Capital Management, LLC | 19,708 | $3.26M | 0.31% | +932+5.0% | Added |
| Intrust Bank NA | 19,766 | $3.27M | 0.40% | −84−0.4% | Reduced |
| Janney Montgomery Scott LLC | 19,839 | $3.29M | 0.01% | +349+1.8% | Added |
| Schroder Investment Management Group | 19,961 | $3.31M | 0.00% | −24,473−55.1% | Reduced |
| Utah Retirement Systems | 20,091 | $3.33M | 0.05% | −600−2.9% | Reduced |
| Alaska Permanent Fund Corp | 20,432 | $3.38M | 0.07% | +20,432 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 20,576 | $3.41M | 0.03% | +624+3.1% | Added |
| Brinker Capital Investments, LLC | 20,592 | $3.41M | 0.04% | −657−3.1% | Reduced |
| Orion Portfolio Solutions, LLC | 20,592 | $3.41M | 0.04% | −657−3.1% | Reduced |
| Cynosure Management, LLC | 20,621 | $3.42M | 1.03% | +6,847+49.7% | Added |
| Canada Pension Plan Investment Board | 20,683 | $3.43M | 0.01% | 00.0% | Unchanged |
| Security National Bank | 20,734 | $3.43M | 0.87% | −219−1.0% | Reduced |
| TownSquare Capital, LLC | 20,923 | $3.47M | 0.06% | +952+4.8% | Added |
| M&T Bank Corp | 21,017 | $3.48M | 0.01% | +3,275+18.5% | Added |
| Tredje AP-fonden | 21,243 | $3.52M | 0.05% | −3,705−14.9% | Reduced |
| Varma Mutual Pension Insurance Co | 22,000 | $3.64M | 0.04% | +22,000 | New |
| Middleton & Co Inc | 22,073 | $3.66M | 0.48% | −4,175−15.9% | Reduced |
| Citadel Advisors LLC | 22,191 | $3.68M | 0.00% | +1,672+8.1% | Added |
| Panagora Asset Management Inc | 22,217 | $3.68M | 0.02% | −362−1.6% | Reduced |
| AQR Capital Management LLC | 22,499 | $3.71M | 0.01% | +7,393+48.9% | Added |
| Parsons Capital Management Inc | 22,658 | $3.75M | 0.29% | −242−1.1% | Reduced |
| First Hawaiian Bank | 23,001 | $3.81M | 0.12% | 00.0% | Unchanged |
| Capital International Inc | 23,292 | $3.86M | 0.07% | +16,449+240.4% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 23,628 | $3.91M | 0.03% | +1,777+8.1% | Added |
| Aviva PLC | 23,708 | $3.93M | 0.02% | +19,213+427.4% | Added |
| Texas Permanent School Fund | 23,744 | $3.93M | 0.04% | +198+0.8% | Added |
| Brasada Capital Management, LP | 24,607 | $4.08M | 0.90% | +24,607 | New |
| Kestra Private Wealth Services, LLC | 25,237 | $4.18M | 0.14% | +482+1.9% | Added |