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 |
|---|---|---|---|---|---|
| Morningstar Investment Services LLC | 95,869 | $15.6M | 0.20% | +2,066+2.2% | Added |
| Nicholas Company, Inc. | 92,925 | $15.4M | 0.29% | −300.0% | Reduced |
| Congress Asset Management Co | 91,381 | $15.1M | 0.13% | −66,282−42.0% | Reduced |
| Vigilant Capital Management, LLC | 89,928 | $14.9M | 1.11% | +1,696+1.9% | Added |
| Russell Investments Group, Ltd. | 88,119 | $14.5M | 0.03% | +3,243+3.8% | Added |
| Walter Public Investments Inc. | 86,064 | $14.3M | 3.17% | +1,112+1.3% | Added |
| Stifel Financial Corp | 85,660 | $14.2M | 0.02% | +9,648+12.7% | Added |
| First National Bank of Omaha | 84,772 | $14.0M | 0.81% | −549−0.6% | Reduced |
| Manufacturers Life Insurance Company, The | 84,125 | $13.9M | 0.01% | −2,945−3.4% | Reduced |
| Core Alternative Capital | 82,212 | $13.6M | 2.00% | −13,795−14.4% | Reduced |
| Diamond Hill Capital Management Inc | 81,228 | $13.5M | 0.06% | −7,147−8.1% | Reduced |
| Great West Life Assurance Co | 80,368 | $13.4M | 0.03% | −36,432−31.2% | Reduced |
| Susquehanna International Group, LLP | 80,514 | $13.3M | 0.02% | +7,155+9.8% | Added |
| Bell Asset Management Ltd | 78,093 | $12.9M | 2.21% | −142−0.2% | Reduced |
| Kelly Lawrence W & Associates Inc | 79,515 | $12.6M | 3.27% | −3,526−4.2% | Reduced |
| Truist Financial Corp | 76,078 | $12.6M | 0.02% | −8,983−10.6% | Reduced |
| Congress Wealth Management LLC | 75,756 | $12.5M | 0.29% | −1,560−2.0% | Reduced |
| Voya Investment Management LLC | 74,316 | $12.3M | 0.01% | +3,270+4.6% | Added |
| Public Employees Retirement System of Ohio | 74,188 | $12.3M | 0.05% | −4,903−6.2% | Reduced |
| Bank of Montreal | 73,292 | $12.2M | 0.01% | +13,341+22.3% | Added |
| Crossmark Global Holdings, Inc. | 70,448 | $11.8M | 0.25% | −188−0.3% | Reduced |
| KBC Group NV | 69,032 | $11.4M | 0.05% | +32,710+90.1% | Added |
| Chevy Chase Trust Holdings, Inc. | 67,871 | $11.2M | 0.04% | −522−0.8% | Reduced |
| State of Wisconsin Investment Board | 67,230 | $11.1M | 0.03% | +521+0.8% | Added |
| Washington Trust Co | 66,522 | $11.0M | 0.46% | −260−0.4% | Reduced |
| The PNC Financial Services Group, Inc. | 64,912 | $10.8M | 0.01% | +2,039+3.2% | Added |
| FMR LLC | 64,672 | $10.7M | 0.00% | +788+1.2% | Added |
| BNP Paribas Arbitrage, SA | 64,562 | $10.7M | 0.02% | −727−1.1% | Reduced |
| DekaBank Deutsche Girozentrale | 64,594 | $10.6M | 0.02% | +5,160+8.7% | Added |
| State of New Jersey Common Pension Fund D | 63,607 | $10.5M | 0.04% | 00.0% | Unchanged |
| McRae Capital Management Inc | 63,554 | $10.5M | 2.99% | +275+0.4% | Added |
| Manning & Napier Group, LLC | 63,491 | $10.5M | 0.12% | +9,685+18.0% | Added |
| Advisors Asset Management, Inc. | 63,225 | $10.5M | 0.21% | −3,097−4.7% | Reduced |
| 1623 Capital LLC | 63,200 | $10.5M | 5.92% | +793+1.3% | Added |
| Colony Group LLC | 61,750 | $10.2M | 0.15% | −1,759−2.8% | Reduced |
| Logan Capital Management Inc | 61,175 | $10.1M | 0.49% | −670−1.1% | Reduced |
| Pictet Asset Management SA | 58,216 | $9.64M | 0.01% | +10,679+22.5% | Added |
| Commerce Bank | 57,082 | $9.45M | 0.07% | −31,800−35.8% | Reduced |
| Southernsun Asset Management, LLC | 56,040 | $9.28M | 0.98% | −4,567−7.5% | Reduced |
| Mn Services Vermogensbeheer B.V. | 56,030 | $9.28M | 0.09% | −1,500−2.6% | Reduced |
| Handelsbanken Fonder AB | 55,961 | $9.27M | 0.05% | +2,138+4.0% | Added |
| Federation des caisses Desjardins du Quebec | 54,380 | $9.01M | 0.09% | −10,597−16.3% | Reduced |
| FineMark National Bank & Trust | 53,444 | $8.85M | 0.36% | +777+1.5% | Added |
| Treasurer of the State of North Carolina | 52,862 | $8.76M | 0.05% | +200+0.4% | Added |
| Advisor Group Holdings, Inc. | 52,759 | $8.75M | 0.02% | −229−0.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 52,596 | $8.71M | 0.02% | +185+0.4% | Added |
| Toronto Dominion Bank | 52,319 | $8.66M | 0.01% | −1,284−2.4% | Reduced |
| Motley Fool Asset Management LLC | 51,826 | $8.58M | 0.76% | −2,246−4.2% | Reduced |
| Holocene Advisors, LP | 51,621 | $8.55M | 0.04% | +2,614+5.3% | Added |
| Swiss Life Asset Management Ltd | 51,398 | $8.51M | 0.13% | +14,524+39.4% | Added |
| Vision Capital Management, Inc. | 50,362 | $8.34M | 1.42% | −55−0.1% | Reduced |
| ProShare Advisors LLC | 49,995 | $8.28M | 0.02% | +7,701+18.2% | Added |
| US Bancorp | 49,686 | $8.23M | 0.01% | +2,515+5.3% | Added |
| Royal London Asset Management Ltd | 49,625 | $8.22M | 0.03% | +3,627+7.9% | Added |
| Asset Management One Co.,Ltd. | 49,461 | $8.19M | 0.03% | −4,381−8.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 47,797 | $7.85M | 0.02% | +31,162+187.3% | Added |
| Capital Group Private Client Services, Inc. | 47,119 | $7.80M | 0.09% | +32,024+212.1% | Added |
| Alley Investment Management Company, LLC | 46,903 | $7.77M | 1.25% | −292−0.6% | Reduced |
| Running Oak Capital LLC | 46,584 | $7.72M | 1.89% | +3,706+8.6% | Added |
| Victory Capital Management Inc | 46,273 | $7.66M | 0.01% | −10,185−18.0% | Reduced |
| Cyrus J. Lawrence, LLC | 46,275 | $7.66M | 2.20% | +154+0.3% | Added |
| Ensign Peak Advisors, Inc | 45,767 | $7.58M | 0.02% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 45,572 | $7.55M | 0.22% | +3,074+7.2% | Added |
| Standard Life Aberdeen plc | 45,542 | $7.54M | 0.02% | +5,931+15.0% | Added |
| Marks Group Wealth Management, Inc | 44,561 | $7.38M | 0.88% | +473+1.1% | Added |
| Independent Advisor Alliance | 44,066 | $7.30M | 0.32% | +43+0.1% | Added |
| Mattern Capital Management, LLC | 43,419 | $7.19M | 1.17% | +1,100+2.6% | Added |
| Addenda Capital Inc. | 42,679 | $7.10M | 0.30% | −5,866−12.1% | Reduced |
| McCollum Christoferson Group LLC | 42,825 | $7.09M | 2.02% | +410+1.0% | Added |
| GHP Investment Advisors, Inc. | 38,535 | $7.01M | 0.41% | +2,336+6.5% | Added |
| Hamilton Point Investment Advisors, LLC | 42,127 | $7.01M | 1.68% | −2,016−4.6% | Reduced |
| Nisa Investment Advisors, LLC | 42,144 | $6.98M | 0.05% | −673−1.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 41,875 | $6.94M | 0.02% | −2,892−6.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 41,849 | $6.93M | 0.03% | −10,276−19.7% | Reduced |
| CI Private Wealth, LLC | 41,602 | $6.89M | 0.02% | −6,834−14.1% | Reduced |
| State of Tennessee, Treasury Department | 41,211 | $6.83M | 0.03% | +23,276+129.8% | Added |
| Santa Monica Partners LP | 40,793 | $6.76M | 5.48% | 00.0% | Unchanged |
| Korea Investment CORP | 40,277 | $6.67M | 0.02% | −6,252−13.4% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 38,142 | $6.32M | 0.08% | −56,272−59.6% | Reduced |
| Palmer Knight Co | 36,527 | $6.05M | 3.63% | +1,128+3.2% | Added |
| Geneos Wealth Management Inc. | 36,032 | $5.97M | 0.31% | +6,089+20.3% | Added |
| American Money Management, LLC | 35,928 | $5.95M | 1.48% | +3,136+9.6% | Added |
| Andra AP-fonden | 35,200 | $5.83M | 0.15% | +5,900+20.1% | Added |
| O'Brien Greene & Co. Inc | 35,180 | $5.83M | 2.03% | −596−1.7% | Reduced |
| Shell Asset Management Co | 34,287 | $5.68M | 0.22% | +8,380+32.3% | Added |
| MetLife Investment Management | 34,008 | $5.63M | 0.04% | −568−1.6% | Reduced |
| American International Group, Inc. | 33,219 | $5.50M | 0.03% | +651+2.0% | Added |
| Intech Investment Management LLC | 32,755 | $5.43M | 0.06% | −200,956−86.0% | Reduced |
| Commonwealth Equity Services, LLC | 32,735 | $5.42M | 0.01% | +1,472+4.7% | Added |
| MML Investors Services, LLC | 32,655 | $5.41M | 0.03% | +4,066+14.2% | Added |
| Captrust Financial Advisors | 32,556 | $5.39M | 0.02% | −1,995−5.8% | Reduced |
| Blair William & Co | 32,513 | $5.39M | 0.02% | +979+3.1% | Added |
| STRS Ohio | 32,500 | $5.38M | 0.02% | 00.0% | Unchanged |
| State of Michigan Retirement System | 32,460 | $5.38M | 0.03% | +100+0.3% | Added |
| Arizona State Retirement System | 32,119 | $5.32M | 0.04% | −2,086−6.1% | Reduced |
| Northstar Group, Inc. | 31,695 | $5.25M | 1.23% | +185+0.6% | Added |
| Amalgamated Bank | 31,396 | $5.20M | 0.04% | −599−1.9% | Reduced |
| Institutional & Family Asset Management, LLC | 31,275 | $5.18M | 0.84% | +40+0.1% | Added |
| Great Lakes Advisors, LLC | 30,819 | $5.10M | 0.05% | +270+0.9% | Added |
| Brady Family Wealth, LLC | 30,146 | $4.99M | 1.86% | +265+0.9% | Added |