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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 30,133 | $4.99M | 0.02% | +1,929+6.8% | Added |
| Nomura Asset Management Co Ltd | 29,313 | $4.86M | 0.02% | −16−0.1% | Reduced |
| DnB Asset Management AS | 28,521 | $4.72M | 0.03% | +5,619+24.5% | Added |
| National Bank of Canada | 28,391 | $4.66M | 0.01% | +11,201+65.2% | Added |
| Flputnam Investment Management Co | 28,021 | $4.64M | 0.13% | +28,021 | New |
| Lombard Odier Asset Management (Europe) Ltd | 28,000 | $4.64M | 0.22% | −500−1.8% | Reduced |
| Greenleaf Trust | 27,988 | $4.64M | 0.05% | +206+0.7% | Added |
| Cullen/Frost Bankers, Inc. | 27,575 | $4.57M | 0.08% | −474−1.7% | Reduced |
| Brown Advisory Inc | 27,546 | $4.56M | 0.01% | +628+2.3% | Added |
| Brown Capital Management LLC | 27,417 | $4.54M | 0.06% | +5,500+25.1% | Added |
| HighTower Advisors, LLC | 27,145 | $4.50M | 0.01% | +8,373+44.6% | Added |
| Forsta Ap-Fonden | 27,100 | $4.49M | 0.05% | +3,600+15.3% | Added |
| Retirement Systems of Alabama | 26,814 | $4.44M | 0.02% | −7,973−22.9% | Reduced |
| Buffington Mohr McNeal | 26,602 | $4.41M | 0.95% | −1,754−6.2% | Reduced |
| IFM Investors Pty Ltd | 26,492 | $4.39M | 0.06% | +412+1.6% | Added |
| Aureus Asset Management, LLC | 26,191 | $4.34M | 0.33% | −613−2.3% | Reduced |
| Xponance, Inc. | 25,304 | $4.19M | 0.06% | −572−2.2% | Reduced |
| Kestra Private Wealth Services, LLC | 25,237 | $4.18M | 0.14% | +482+1.9% | Added |
| Brasada Capital Management, LP | 24,607 | $4.08M | 0.90% | +24,607 | New |
| Texas Permanent School Fund | 23,744 | $3.93M | 0.04% | +198+0.8% | Added |
| Aviva PLC | 23,708 | $3.93M | 0.02% | +19,213+427.4% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 23,628 | $3.91M | 0.03% | +1,777+8.1% | Added |
| Capital International Inc | 23,292 | $3.86M | 0.07% | +16,449+240.4% | Added |
| First Hawaiian Bank | 23,001 | $3.81M | 0.12% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 22,658 | $3.75M | 0.29% | −242−1.1% | Reduced |
| AQR Capital Management LLC | 22,499 | $3.71M | 0.01% | +7,393+48.9% | Added |
| Panagora Asset Management Inc | 22,217 | $3.68M | 0.02% | −362−1.6% | Reduced |
| Citadel Advisors LLC | 22,191 | $3.68M | 0.00% | +1,672+8.1% | Added |
| Middleton & Co Inc | 22,073 | $3.66M | 0.48% | −4,175−15.9% | Reduced |
| Varma Mutual Pension Insurance Co | 22,000 | $3.64M | 0.04% | +22,000 | New |
| Tredje AP-fonden | 21,243 | $3.52M | 0.05% | −3,705−14.9% | Reduced |
| M&T Bank Corp | 21,017 | $3.48M | 0.01% | +3,275+18.5% | Added |
| TownSquare Capital, LLC | 20,923 | $3.47M | 0.06% | +952+4.8% | Added |
| Security National Bank | 20,734 | $3.43M | 0.87% | −219−1.0% | Reduced |
| Canada Pension Plan Investment Board | 20,683 | $3.43M | 0.01% | 00.0% | Unchanged |
| Cynosure Management, LLC | 20,621 | $3.42M | 1.03% | +6,847+49.7% | 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 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 20,576 | $3.41M | 0.03% | +624+3.1% | Added |
| Alaska Permanent Fund Corp | 20,432 | $3.38M | 0.07% | +20,432 | New |
| Utah Retirement Systems | 20,091 | $3.33M | 0.05% | −600−2.9% | Reduced |
| Schroder Investment Management Group | 19,961 | $3.31M | 0.00% | −24,473−55.1% | Reduced |
| Janney Montgomery Scott LLC | 19,839 | $3.29M | 0.01% | +349+1.8% | Added |
| Intrust Bank NA | 19,766 | $3.27M | 0.40% | −84−0.4% | Reduced |
| WSFS Capital Management, LLC | 19,708 | $3.26M | 0.31% | +932+5.0% | Added |
| Creative Planning | 19,643 | $3.25M | 0.00% | +1,247+6.8% | Added |
| Burney Co | 19,567 | $3.24M | 0.15% | −114−0.6% | Reduced |
| Zevenbergen Capital Investments LLC | 19,500 | $3.23M | 0.08% | +19,500 | New |
| Jefferies Financial Group Inc. | 19,413 | $3.22M | 0.07% | +9,600+97.8% | Added |
| Griffin Asset Management, Inc. | 19,364 | $3.21M | 0.43% | −359−1.8% | Reduced |
| Suncoast Equity Management | 19,255 | $3.19M | 0.48% | +1,980+11.5% | Added |
| Mariner, LLC | 19,105 | $3.16M | 0.01% | +771+4.2% | Added |
| Assenagon Asset Management S.A. | 18,634 | $3.09M | 0.01% | +11,886+176.1% | Added |
| New York Life Investment Management LLC | 18,482 | $3.06M | 0.03% | −54−0.3% | Reduced |
| Garrison Asset Management, LLC | 18,401 | $3.05M | 1.83% | +49+0.3% | Added |
| Achmea Investment Management B.V. | 18,345 | $3.04M | 0.06% | +3,516+23.7% | Added |
| USS Investment Management Ltd | 18,338 | $3.04M | 0.04% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 18,256 | $3.02M | 0.87% | +4,480+32.5% | Added |
| AXA S.A. | 17,911 | $2.97M | 0.01% | +12,634+239.4% | Added |
| Atria Investments LLC | 17,825 | $2.95M | 0.05% | −164−0.9% | Reduced |
| SEI Investments Co | 17,604 | $2.92M | 0.01% | −5,813−24.8% | Reduced |
| Man Group plc | 17,589 | $2.91M | 0.01% | – | – |
| Sugarloaf Wealth Management, LLC | 17,498 | $2.90M | 0.68% | +523+3.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 17,487 | $2.90M | 0.11% | +2,470+16.4% | Added |
| Long Road Investment Counsel, LLC | 17,450 | $2.89M | 1.35% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 17,372 | $2.88M | 0.03% | +261+1.5% | Added |
| CIBC Asset Management Inc | 17,311 | $2.87M | 0.01% | −212−1.2% | Reduced |
| Advisory Services Network, LLC | 17,250 | $2.86M | 0.08% | +1,448+9.2% | Added |
| Mutual of America Capital Management LLC | 16,974 | $2.81M | 0.03% | +133+0.8% | Added |
| Gateway Investment Advisers LLC | 16,539 | $2.74M | 0.03% | −9−0.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 16,120 | $2.67M | 0.06% | −29,458−64.6% | Reduced |
| Ethic Inc. | 15,787 | $2.61M | 0.10% | +10,276+186.5% | Added |
| Appleton Partners Inc | 15,757 | $2.61M | 0.22% | −9,418−37.4% | Reduced |
| Stratos Wealth Partners, LTD. | 15,401 | $2.55M | 0.06% | +1,116+7.8% | Added |
| Allianz Asset Management GmbH | 15,346 | $2.54M | 0.01% | −458−2.9% | Reduced |
| Snowden Capital Advisors LLC | 15,102 | $2.50M | 0.09% | +37+0.2% | Added |
| Occidental Asset Management, LLC | 15,058 | $2.49M | 0.56% | +642+4.5% | Added |
| SYSTM Wealth Solutions LLC | 14,774 | $2.45M | 0.33% | +1,881+14.6% | Added |
| Princeton Global Asset Management LLC | 14,687 | $2.43M | 0.71% | +715+5.1% | Added |
| State of Alaska, Department of Revenue | 14,641 | $2.42M | 0.03% | −1,597−9.8% | Reduced |
| SG Americas Securities, LLC | 14,621 | $2.42M | 0.02% | +8,619+143.6% | Added |
| First National Trust Co | 14,362 | $2.38M | 0.11% | −700−4.6% | Reduced |
| Fruth Investment Management | 14,362 | $2.38M | 0.68% | −270−1.8% | Reduced |
| Czech National Bank | 13,966 | $2.31M | 0.05% | +101+0.7% | Added |
| Daiwa Securities Group Inc. | 13,962 | $2.31M | 0.02% | +53+0.4% | Added |
| CIBC World Markets Corp | 13,819 | $2.29M | 0.02% | +7,867+132.2% | Added |
| Steward Partners Investment Advisory, LLC | 13,619 | $2.26M | 0.03% | +146+1.1% | Added |
| HBK Sorce Advisory LLC | 13,598 | $2.25M | 0.10% | −1,143−7.8% | Reduced |
| First Republic Investment Management, Inc. | 13,588 | $2.25M | 0.01% | −1,151−7.8% | Reduced |
| Schechter Investment Advisors, LLC | 13,407 | $2.22M | 0.20% | +228+1.7% | Added |
| Oppenheimer Asset Management Inc. | 13,406 | $2.22M | 0.03% | −139−1.0% | Reduced |
| American Century Companies Inc | 13,246 | $2.19M | 0.00% | +329+2.5% | Added |
| R.m.sincerbeaux Capital Management LLC | 12,900 | $2.14M | 1.46% | 00.0% | Unchanged |
| Whittier Trust Co | 12,630 | $2.09M | 0.04% | −70−0.6% | Reduced |
| Candriam Luxembourg S.C.A. | 12,545 | $2.08M | 0.02% | −6,263−33.3% | Reduced |
| Siemens Fonds Invest GmbH | 12,413 | $2.05M | 0.20% | −215−1.7% | Reduced |
| Toroso Investments, LLC | 12,291 | $2.04M | 0.06% | +3,515+40.1% | Added |
| Jump Financial, LLC | 12,262 | $2.03M | 0.07% | +12,262 | New |
| Nissay Asset Management Corp | 12,235 | $2.03M | 0.02% | −280−2.2% | Reduced |
| Tower Research Capital LLC (TRC) | 11,789 | $1.95M | 0.07% | +7,342+165.1% | Added |