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 |
|---|---|---|---|---|---|
| Congress Wealth Management LLC | 75,756 | $12.5M | 0.29% | −1,560−2.0% | Reduced |
| Truist Financial Corp | 76,078 | $12.6M | 0.02% | −8,983−10.6% | Reduced |
| Kelly Lawrence W & Associates Inc | 79,515 | $12.6M | 3.27% | −3,526−4.2% | Reduced |
| Bell Asset Management Ltd | 78,093 | $12.9M | 2.21% | −142−0.2% | Reduced |
| Susquehanna International Group, LLP | 80,514 | $13.3M | 0.02% | +7,155+9.8% | Added |
| Great West Life Assurance Co | 80,368 | $13.4M | 0.03% | −36,432−31.2% | Reduced |
| Diamond Hill Capital Management Inc | 81,228 | $13.5M | 0.06% | −7,147−8.1% | Reduced |
| Core Alternative Capital | 82,212 | $13.6M | 2.00% | −13,795−14.4% | Reduced |
| Manufacturers Life Insurance Company, The | 84,125 | $13.9M | 0.01% | −2,945−3.4% | Reduced |
| First National Bank of Omaha | 84,772 | $14.0M | 0.81% | −549−0.6% | Reduced |
| Stifel Financial Corp | 85,660 | $14.2M | 0.02% | +9,648+12.7% | Added |
| Walter Public Investments Inc. | 86,064 | $14.3M | 3.17% | +1,112+1.3% | Added |
| Russell Investments Group, Ltd. | 88,119 | $14.5M | 0.03% | +3,243+3.8% | Added |
| Vigilant Capital Management, LLC | 89,928 | $14.9M | 1.11% | +1,696+1.9% | Added |
| Congress Asset Management Co | 91,381 | $15.1M | 0.13% | −66,282−42.0% | Reduced |
| Nicholas Company, Inc. | 92,925 | $15.4M | 0.29% | −300.0% | Reduced |
| Morningstar Investment Services LLC | 95,869 | $15.6M | 0.20% | +2,066+2.2% | Added |
| Renaissance Technologies LLC | 96,400 | $16.0M | 0.02% | +96,400 | New |
| Natixis Advisors, L.P. | 98,152 | $16.3M | 0.05% | +14,571+17.4% | Added |
| Gradient Investments LLC | 105,350 | $17.4M | 0.45% | +3,245+3.2% | Added |
| Citigroup Inc | 105,499 | $17.5M | 0.02% | −37,601−26.3% | Reduced |
| Norges Bank | 105,957 | $17.5M | 0.00% | +28,651+37.1% | Added |
| Wendell David Associates Inc | 105,980 | $17.6M | 1.98% | +536+0.5% | Added |
| Prudential Financial Inc | 106,520 | $17.6M | 0.03% | −406−0.4% | Reduced |
| Bath Savings Trust Co | 111,943 | $18.5M | 2.16% | +1,401+1.3% | Added |
| New York State Teachers Retirement System | 112,428 | $18.6M | 0.04% | −10,789−8.8% | Reduced |
| Storebrand Asset Management AS | 113,434 | $18.8M | 0.09% | −85,248−42.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 117,500 | $19.5M | 0.04% | +117,500 | New |
| Alta Capital Management LLC | 118,356 | $19.6M | 1.35% | −1,172−1.0% | Reduced |
| FIL Ltd | 120,461 | $20.0M | 0.02% | +30,000+33.2% | Added |
| State Board of Administration of Florida Retirement System | 123,588 | $20.5M | 0.05% | +495+0.4% | Added |
| Motley Fool Wealth Management, LLC | 127,516 | $21.1M | 1.24% | −2,657−2.0% | Reduced |
| Balyasny Asset Management LLC | 128,141 | $21.2M | 0.06% | +8,312+6.9% | Added |
| Geneva Capital Management LLC | 132,575 | $22.0M | 0.43% | −8,832−6.2% | Reduced |
| Public Employees Retirement Association of Colorado | 133,909 | $22.2M | 0.11% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 135,436 | $22.4M | 0.41% | −58,154−30.0% | Reduced |
| Dearborn Partners LLC | 140,097 | $23.2M | 0.89% | −115−0.1% | Reduced |
| Principal Financial Group Inc | 141,108 | $23.4M | 0.02% | −19,335−12.1% | Reduced |
| Douglas Lane & Associates, LLC | 150,773 | $25.0M | 0.40% | −15,969−9.6% | Reduced |
| Ameriprise Financial Inc | 157,925 | $26.2M | 0.01% | −10,166−6.0% | Reduced |
| Premier Fund Managers Ltd | 170,000 | $27.8M | 1.10% | +170,000 | New |
| B. Metzler seel. Sohn & Co. AG | 171,260 | $28.4M | 0.38% | −5,265−3.0% | Reduced |
| New York State Common Retirement Fund | 171,532 | $28.4M | 0.04% | −2,689−1.5% | Reduced |
| Pinebridge Investments, L.P. | 174,492 | $28.9M | 0.31% | +15,989+10.1% | Added |
| Credit Suisse AG | 176,520 | $29.2M | 0.03% | +11,978+7.3% | Added |
| National Pension Service | 190,212 | $31.1M | 0.05% | −10,993−5.5% | Reduced |
| Royal Bank of Canada | 189,107 | $31.3M | 0.01% | −31,664−14.3% | Reduced |
| Copeland Capital Management, LLC | 192,274 | $31.8M | 0.66% | +14,697+8.3% | Added |
| California State Teachers Retirement System | 195,059 | $32.3M | 0.05% | −650.0% | Reduced |
| UBS Group AG | 199,280 | $33.0M | 0.01% | +66,421+50.0% | Added |
| LPL Financial LLC | 228,261 | $37.8M | 0.03% | −9,213−3.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 229,462 | $38.0M | 0.12% | −13,892−5.7% | Reduced |
| HSBC Holdings PLC | 246,154 | $40.8M | 0.04% | −27,497−10.0% | Reduced |
| Rhumbline Advisers | 247,239 | $41.0M | 0.05% | +579+0.2% | Added |
| TD Asset Management Inc | 253,533 | $42.0M | 0.05% | +49,487+24.3% | Added |
| Amundi | 267,490 | $43.8M | 0.02% | −149,435−35.8% | Reduced |
| Goldman Sachs Group Inc | 267,486 | $44.3M | 0.01% | −115,487−30.2% | Reduced |
| Boston Trust Walden Corp | 281,148 | $46.6M | 0.38% | +18,406+7.0% | Added |
| Earnest Partners LLC | 285,409 | $47.3M | 0.26% | −5,537−1.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 286,724 | $47.5M | 0.04% | −104,013−26.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 292,697 | $48.5M | 0.52% | +9,776+3.5% | Added |
| King Luther Capital Management Corp | 294,186 | $48.7M | 0.24% | −1,091−0.4% | Reduced |
| GW&K Investment Management, LLC | 298,254 | $49.4M | 0.47% | −3,465−1.1% | Reduced |
| Fenimore Asset Management Inc | 298,578 | $49.5M | 1.23% | −550.0% | Reduced |
| Envestnet Asset Management Inc | 305,948 | $50.7M | 0.02% | +27,822+10.0% | Added |
| Deutsche Bank AG | 309,185 | $51.2M | 0.03% | +51,878+20.2% | Added |
| London Co of Virginia | 312,956 | $51.8M | 0.29% | +2,320+0.7% | Added |
| JPMorgan Chase & Co | 346,437 | $57.4M | 0.01% | −20,643−5.6% | Reduced |
| Ensemble Capital Management, LLC | 351,647 | $58.2M | 5.62% | −3,805−1.1% | Reduced |
| Anchor Capital Advisors LLC | 372,290 | $61.7M | 1.60% | −11,143−2.9% | Reduced |
| Schwartz Investment Counsel Inc | 374,450 | $62.0M | 2.62% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 380,299 | $62.3M | 0.10% | −19,239−4.8% | Reduced |
| Boston Financial Mangement LLC | 391,976 | $64.9M | 2.35% | +354+0.1% | Added |
| Nuveen Asset Management, LLC | 401,170 | $66.4M | 0.02% | +140,992+54.2% | Added |
| Raymond James & Associates | 403,972 | $66.9M | 0.06% | +99,945+32.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 415,005 | $68.7M | 0.16% | −47,943−10.4% | Reduced |
| Swiss National Bank | 425,000 | $70.4M | 0.05% | −42,000−9.0% | Reduced |
| Millennium Management LLC | 435,425 | $72.1M | 0.08% | +66,563+18.0% | Added |
| Rathbone Brothers plc | 439,495 | $72.8M | 0.68% | +5,969+1.4% | Added |
| First Trust Advisors LP | 455,363 | $75.4M | 0.09% | −48,653−9.7% | Reduced |
| Select Equity Group, L.P. | 462,674 | $76.6M | 0.29% | +228,093+97.2% | Added |
| Alliancebernstein L.P. | 494,274 | $81.9M | 0.03% | +980.0% | Added |
| CIBC Private Wealth Group, LLC | 536,417 | $88.8M | 0.19% | +22,835+4.4% | Added |
| UBS Asset Management Americas Inc | 636,133 | $93.2M | 0.05% | 00.0% | Unchanged |
| Ninety One UK Ltd | 616,497 | $102.1M | 0.30% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 616,706 | $102.1M | 0.03% | +758+0.1% | Added |
| Bank of America Corp | 719,896 | $119.2M | 0.01% | −253,720−26.1% | Reduced |
| California Public Employees Retirement System | 742,361 | $123.0M | 0.11% | −21,966−2.9% | Reduced |
| Baird Financial Group, Inc. | 743,518 | $123.1M | 0.33% | −2,566−0.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 759,340 | $125.8M | 0.35% | +37,217+5.2% | Added |
| Invesco Ltd. | 774,203 | $128.2M | 0.03% | −1,962−0.3% | Reduced |
| Confluence Investment Management LLC | 802,342 | $132.9M | 1.94% | −14,603−1.8% | Reduced |
| Dimensional Fund Advisors LP | 840,109 | $139.1M | 0.04% | −2830.0% | Reduced |
| Legal & General Group Plc | 846,530 | $140.2M | 0.05% | +2,791+0.3% | Added |
| Veritas Investment Partners (UK) Ltd. | 873,667 | $144.7M | 3.73% | +2,180+0.3% | Added |
| Fayez Sarofim & Co | 934,081 | $154.7M | 0.54% | +67,729+7.8% | Added |
| Bahl & Gaynor Inc | 999,945 | $165.6M | 1.01% | −106,805−9.7% | Reduced |
| Parnassus Investments | 1,052,293 | $174.3M | 0.40% | −150,226−12.5% | Reduced |
| Bank of New York Mellon Corp | 1,101,960 | $182.5M | 0.04% | −5,182−0.5% | Reduced |
| Macquarie Group Ltd | 1,120,736 | $185.6M | 0.21% | +65,351+6.2% | Added |