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 |
|---|---|---|---|---|---|
| Xponance, Inc. | 25,304 | $4.19M | 0.06% | −572−2.2% | Reduced |
| Aureus Asset Management, LLC | 26,191 | $4.34M | 0.33% | −613−2.3% | Reduced |
| IFM Investors Pty Ltd | 26,492 | $4.39M | 0.06% | +412+1.6% | Added |
| Buffington Mohr McNeal | 26,602 | $4.41M | 0.95% | −1,754−6.2% | Reduced |
| Retirement Systems of Alabama | 26,814 | $4.44M | 0.02% | −7,973−22.9% | Reduced |
| Forsta Ap-Fonden | 27,100 | $4.49M | 0.05% | +3,600+15.3% | Added |
| HighTower Advisors, LLC | 27,145 | $4.50M | 0.01% | +8,373+44.6% | Added |
| Brown Capital Management LLC | 27,417 | $4.54M | 0.06% | +5,500+25.1% | Added |
| Brown Advisory Inc | 27,546 | $4.56M | 0.01% | +628+2.3% | Added |
| Cullen/Frost Bankers, Inc. | 27,575 | $4.57M | 0.08% | −474−1.7% | Reduced |
| Greenleaf Trust | 27,988 | $4.64M | 0.05% | +206+0.7% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 28,000 | $4.64M | 0.22% | −500−1.8% | Reduced |
| Flputnam Investment Management Co | 28,021 | $4.64M | 0.13% | +28,021 | New |
| National Bank of Canada | 28,391 | $4.66M | 0.01% | +11,201+65.2% | Added |
| DnB Asset Management AS | 28,521 | $4.72M | 0.03% | +5,619+24.5% | Added |
| Nomura Asset Management Co Ltd | 29,313 | $4.86M | 0.02% | −16−0.1% | Reduced |
| Fifth Third Bancorp | 30,133 | $4.99M | 0.02% | +1,929+6.8% | Added |
| Brady Family Wealth, LLC | 30,146 | $4.99M | 1.86% | +265+0.9% | Added |
| Great Lakes Advisors, LLC | 30,819 | $5.10M | 0.05% | +270+0.9% | Added |
| Institutional & Family Asset Management, LLC | 31,275 | $5.18M | 0.84% | +40+0.1% | Added |
| Amalgamated Bank | 31,396 | $5.20M | 0.04% | −599−1.9% | Reduced |
| Northstar Group, Inc. | 31,695 | $5.25M | 1.23% | +185+0.6% | Added |
| Arizona State Retirement System | 32,119 | $5.32M | 0.04% | −2,086−6.1% | Reduced |
| State of Michigan Retirement System | 32,460 | $5.38M | 0.03% | +100+0.3% | Added |
| STRS Ohio | 32,500 | $5.38M | 0.02% | 00.0% | Unchanged |
| Blair William & Co | 32,513 | $5.39M | 0.02% | +979+3.1% | Added |
| Captrust Financial Advisors | 32,556 | $5.39M | 0.02% | −1,995−5.8% | Reduced |
| MML Investors Services, LLC | 32,655 | $5.41M | 0.03% | +4,066+14.2% | Added |
| Commonwealth Equity Services, LLC | 32,735 | $5.42M | 0.01% | +1,472+4.7% | Added |
| Intech Investment Management LLC | 32,755 | $5.43M | 0.06% | −200,956−86.0% | Reduced |
| American International Group, Inc. | 33,219 | $5.50M | 0.03% | +651+2.0% | Added |
| MetLife Investment Management | 34,008 | $5.63M | 0.04% | −568−1.6% | Reduced |
| Shell Asset Management Co | 34,287 | $5.68M | 0.22% | +8,380+32.3% | Added |
| O'Brien Greene & Co. Inc | 35,180 | $5.83M | 2.03% | −596−1.7% | Reduced |
| Andra AP-fonden | 35,200 | $5.83M | 0.15% | +5,900+20.1% | Added |
| American Money Management, LLC | 35,928 | $5.95M | 1.48% | +3,136+9.6% | Added |
| Geneos Wealth Management Inc. | 36,032 | $5.97M | 0.31% | +6,089+20.3% | Added |
| Palmer Knight Co | 36,527 | $6.05M | 3.63% | +1,128+3.2% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 38,142 | $6.32M | 0.08% | −56,272−59.6% | Reduced |
| Korea Investment CORP | 40,277 | $6.67M | 0.02% | −6,252−13.4% | Reduced |
| Santa Monica Partners LP | 40,793 | $6.76M | 5.48% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 41,211 | $6.83M | 0.03% | +23,276+129.8% | Added |
| CI Private Wealth, LLC | 41,602 | $6.89M | 0.02% | −6,834−14.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 41,849 | $6.93M | 0.03% | −10,276−19.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 41,875 | $6.94M | 0.02% | −2,892−6.5% | Reduced |
| Nisa Investment Advisors, LLC | 42,144 | $6.98M | 0.05% | −673−1.6% | Reduced |
| Hamilton Point Investment Advisors, LLC | 42,127 | $7.01M | 1.68% | −2,016−4.6% | Reduced |
| GHP Investment Advisors, Inc. | 38,535 | $7.01M | 0.41% | +2,336+6.5% | Added |
| McCollum Christoferson Group LLC | 42,825 | $7.09M | 2.02% | +410+1.0% | Added |
| Addenda Capital Inc. | 42,679 | $7.10M | 0.30% | −5,866−12.1% | Reduced |
| Mattern Capital Management, LLC | 43,419 | $7.19M | 1.17% | +1,100+2.6% | Added |
| Independent Advisor Alliance | 44,066 | $7.30M | 0.32% | +43+0.1% | Added |
| Marks Group Wealth Management, Inc | 44,561 | $7.38M | 0.88% | +473+1.1% | Added |
| Standard Life Aberdeen plc | 45,542 | $7.54M | 0.02% | +5,931+15.0% | Added |
| Aptus Capital Advisors, LLC | 45,572 | $7.55M | 0.22% | +3,074+7.2% | Added |
| Ensign Peak Advisors, Inc | 45,767 | $7.58M | 0.02% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 46,275 | $7.66M | 2.20% | +154+0.3% | Added |
| Victory Capital Management Inc | 46,273 | $7.66M | 0.01% | −10,185−18.0% | Reduced |
| Running Oak Capital LLC | 46,584 | $7.72M | 1.89% | +3,706+8.6% | Added |
| Alley Investment Management Company, LLC | 46,903 | $7.77M | 1.25% | −292−0.6% | Reduced |
| Capital Group Private Client Services, Inc. | 47,119 | $7.80M | 0.09% | +32,024+212.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 47,797 | $7.85M | 0.02% | +31,162+187.3% | Added |
| Asset Management One Co.,Ltd. | 49,461 | $8.19M | 0.03% | −4,381−8.1% | Reduced |
| Royal London Asset Management Ltd | 49,625 | $8.22M | 0.03% | +3,627+7.9% | Added |
| US Bancorp | 49,686 | $8.23M | 0.01% | +2,515+5.3% | Added |
| ProShare Advisors LLC | 49,995 | $8.28M | 0.02% | +7,701+18.2% | Added |
| Vision Capital Management, Inc. | 50,362 | $8.34M | 1.42% | −55−0.1% | Reduced |
| Swiss Life Asset Management Ltd | 51,398 | $8.51M | 0.13% | +14,524+39.4% | Added |
| Holocene Advisors, LP | 51,621 | $8.55M | 0.04% | +2,614+5.3% | Added |
| Motley Fool Asset Management LLC | 51,826 | $8.58M | 0.76% | −2,246−4.2% | Reduced |
| Toronto Dominion Bank | 52,319 | $8.66M | 0.01% | −1,284−2.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 52,596 | $8.71M | 0.02% | +185+0.4% | Added |
| Advisor Group Holdings, Inc. | 52,759 | $8.75M | 0.02% | −229−0.4% | Reduced |
| Treasurer of the State of North Carolina | 52,862 | $8.76M | 0.05% | +200+0.4% | Added |
| FineMark National Bank & Trust | 53,444 | $8.85M | 0.36% | +777+1.5% | Added |
| Federation des caisses Desjardins du Quebec | 54,380 | $9.01M | 0.09% | −10,597−16.3% | Reduced |
| Handelsbanken Fonder AB | 55,961 | $9.27M | 0.05% | +2,138+4.0% | Added |
| Mn Services Vermogensbeheer B.V. | 56,030 | $9.28M | 0.09% | −1,500−2.6% | Reduced |
| Southernsun Asset Management, LLC | 56,040 | $9.28M | 0.98% | −4,567−7.5% | Reduced |
| Commerce Bank | 57,082 | $9.45M | 0.07% | −31,800−35.8% | Reduced |
| Pictet Asset Management SA | 58,216 | $9.64M | 0.01% | +10,679+22.5% | Added |
| Logan Capital Management Inc | 61,175 | $10.1M | 0.49% | −670−1.1% | Reduced |
| Colony Group LLC | 61,750 | $10.2M | 0.15% | −1,759−2.8% | Reduced |
| 1623 Capital LLC | 63,200 | $10.5M | 5.92% | +793+1.3% | Added |
| Advisors Asset Management, Inc. | 63,225 | $10.5M | 0.21% | −3,097−4.7% | Reduced |
| Manning & Napier Group, LLC | 63,491 | $10.5M | 0.12% | +9,685+18.0% | Added |
| McRae Capital Management Inc | 63,554 | $10.5M | 2.99% | +275+0.4% | Added |
| State of New Jersey Common Pension Fund D | 63,607 | $10.5M | 0.04% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 64,594 | $10.6M | 0.02% | +5,160+8.7% | Added |
| BNP Paribas Arbitrage, SA | 64,562 | $10.7M | 0.02% | −727−1.1% | Reduced |
| FMR LLC | 64,672 | $10.7M | 0.00% | +788+1.2% | Added |
| The PNC Financial Services Group, Inc. | 64,912 | $10.8M | 0.01% | +2,039+3.2% | Added |
| Washington Trust Co | 66,522 | $11.0M | 0.46% | −260−0.4% | Reduced |
| State of Wisconsin Investment Board | 67,230 | $11.1M | 0.03% | +521+0.8% | Added |
| Chevy Chase Trust Holdings, Inc. | 67,871 | $11.2M | 0.04% | −522−0.8% | Reduced |
| KBC Group NV | 69,032 | $11.4M | 0.05% | +32,710+90.1% | Added |
| Crossmark Global Holdings, Inc. | 70,448 | $11.8M | 0.25% | −188−0.3% | Reduced |
| Bank of Montreal | 73,292 | $12.2M | 0.01% | +13,341+22.3% | Added |
| Public Employees Retirement System of Ohio | 74,188 | $12.3M | 0.05% | −4,903−6.2% | Reduced |
| Voya Investment Management LLC | 74,316 | $12.3M | 0.01% | +3,270+4.6% | Added |