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 |
|---|---|---|---|---|---|
| Franklin Resources Inc | 1,156,147 | $191.5M | 0.09% | +23,272+2.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,220,151 | $202.1M | 0.42% | +39,995+3.4% | Added |
| Northern Trust Corp | 1,252,721 | $207.5M | 0.04% | −158,134−11.2% | Reduced |
| Wells Fargo & Company | 1,400,413 | $232.0M | 0.07% | −29,638−2.1% | Reduced |
| Barclays PLC | 1,613,548 | $267.3M | 0.17% | +149,073+10.2% | Added |
| Jensen Investment Management Inc | 1,782,104 | $295.2M | 2.17% | +18,465+1.0% | Added |
| Geode Capital Management, LLC | 2,497,745 | $412.7M | 0.05% | −22,039−0.9% | Reduced |
| T. Rowe Price Investment Management, Inc. | 3,048,067 | $504.9M | 0.34% | +828,091+37.3% | Added |
| Baillie Gifford & Co | 3,093,386 | $512.4M | 0.44% | −69,601−2.2% | Reduced |
| Janus Henderson Group PLC | 3,318,111 | $549.6M | 0.34% | +16,356+0.5% | Added |
| APG Asset Management N.V. | 3,634,603 | $551.8M | 1.11% | −223,337−5.8% | Reduced |
| Capital International Investors | 3,712,221 | $614.6M | 0.15% | +943,718+34.1% | Added |
| Price T Rowe Associates Inc | 3,985,225 | $660.1M | 0.09% | +497,188+14.3% | Added |
| State Street Corp | 4,660,175 | $775.2M | 0.04% | +11,728+0.3% | Added |
| Morgan Stanley | 6,899,306 | $1.14B | 0.11% | +124,010+1.8% | Added |
| BlackRock Inc. | 9,615,280 | $1.59B | 0.04% | −795,170−7.6% | Reduced |
| Vanguard Group Inc | 13,836,235 | $2.29B | 0.05% | −386,188−2.7% | Reduced |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −77,036−100.0% | Sold out |
| Fulton Breakefield Broenniman LLC | 0 | $0 | 0.00% | −66,647−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −30,031−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −28,065−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −24,678−100.0% | Sold out |
| Amica Mutual Insurance Co | 0 | $0 | 0.00% | −23,587−100.0% | Sold out |
| San Luis Wealth Advisors LLC | 0 | $0 | 0.00% | −11,537−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −10,499−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −10,256−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −8,971−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −8,116−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −6,028−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −3,693−100.0% | Sold out |
| Fiera Capital Corp | 0 | $0 | 0.00% | −3,310−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −3,099−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −3,042−100.0% | Sold out |
| Amica Retiree Medical Trust | 0 | $0 | 0.00% | −2,885−100.0% | Sold out |
| Polaris Wealth Advisory Group, LLC | 0 | $0 | 0.00% | −2,707−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −2,270−100.0% | Sold out |
| Connecticut Wealth Management, LLC | 0 | $0 | 0.00% | −2,152−100.0% | Sold out |
| Power Corp of Canada | 0 | $0 | 0.00% | −2,202−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −2,067−100.0% | Sold out |
| Abner Herrman & Brock LLC | 0 | $0 | 0.00% | −1,940−100.0% | Sold out |
| Hilton Capital Management, LLC | 0 | $0 | 0.00% | −1,980−100.0% | Sold out |
| Empower Advisory Group, LLC | 0 | $0 | 0.00% | −1,711−100.0% | Sold out |
| Meredith Wealth Planning | 0 | $0 | 0.00% | −1,684−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −1,488−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −1,477−100.0% | Sold out |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −1,452−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −1,406−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −776−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −693−100.0% | Sold out |
| Granite FO LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −588−100.0% | Sold out |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −568−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −495−100.0% | Sold out |
| New Hampshire Trust | 0 | $0 | 0.00% | −407−100.0% | Sold out |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −281−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −160−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −151−100.0% | Sold out |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| University of Texas/Texas Am Investment Managment Co | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Grey Fox Wealth Advisors, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | 0 | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Carl Stuart Investment Advisor, Inc | 0 | $0 | 0.00% | −199−100.0% | Sold out |
| HighTower Trust Services, LTA | – | – | – | – | Not filed |
| ETF Managers Group, LLC | – | – | – | – | Not filed |
| Investment Management of Virginia LLC | – | – | – | – | Not filed |
| Ahrens Investment Partners LLC | – | – | – | – | Not filed |
| Householder Group Estate & Retirement Specialist, LLC | – | – | – | – | Not filed |