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 |
|---|---|---|---|---|---|
| Gulf International Bank (UK) Ltd | 11,703 | $1.94M | 0.05% | −3,726−24.1% | Reduced |
| Rockefeller Capital Management L.P. | 11,649 | $1.93M | 0.01% | +369+3.3% | Added |
| Coldstream Capital Management Inc | 11,637 | $1.93M | 0.06% | −102−0.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 11,564 | $1.92M | 0.01% | +507+4.6% | Added |
| Kesler, Norman & Wride, LLC | 11,454 | $1.90M | 0.46% | +379+3.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 11,449 | $1.90M | 0.02% | +442+4.0% | Added |
| Mraz, Amerine & Associates, Inc. | 11,362 | $1.88M | 0.44% | 00.0% | Unchanged |
| Buckhead Capital Management LLC | 11,245 | $1.86M | 0.44% | −3,365−23.0% | Reduced |
| Public Sector Pension Investment Board | 11,244 | $1.86M | 0.01% | −8,835−44.0% | Reduced |
| AMF Pensionsforsakring AB | 11,200 | $1.86M | 0.02% | +11,200 | New |
| Lantz Financial LLC | 11,186 | $1.85M | 0.73% | −69−0.6% | Reduced |
| Henshaw Capital LLC | 11,181 | $1.85M | 0.11% | +56+0.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 10,956 | $1.81M | 0.03% | −1,045−8.7% | Reduced |
| Zions Bancorporation, N.A. | 10,790 | $1.79M | 0.15% | −799−6.9% | Reduced |
| Regions Financial Corp | 10,676 | $1.77M | 0.02% | −498−4.5% | Reduced |
| Cetera Advisor Networks LLC | 10,672 | $1.77M | 0.01% | +372+3.6% | Added |
| British Columbia Investment Management Corp | 10,609 | $1.76M | 0.02% | +201+1.9% | Added |
| Zurich Insurance Group Ltd | 10,600 | $1.76M | 0.02% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 10,576 | $1.75M | 0.02% | −16−0.2% | Reduced |
| Norinchukin Bank, The | 10,512 | $1.74M | 0.03% | +3,103+41.9% | Added |
| GWM Advisors LLC | 10,487 | $1.74M | 0.02% | −609−5.5% | Reduced |
| Atlas Private Wealth Management | 10,479 | $1.74M | 0.92% | +948+9.9% | Added |
| Bleakley Financial Group, LLC | 10,431 | $1.73M | 0.05% | +941+9.9% | Added |
| Roundview Capital LLC | 10,406 | $1.72M | 0.17% | −50−0.5% | Reduced |
| Sawtooth Solutions, LLC | 10,300 | $1.71M | 0.05% | +754+7.9% | Added |
| Leavell Investment Management, Inc. | 10,225 | $1.70M | 0.12% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 10,261 | $1.70M | 0.28% | −280−2.7% | Reduced |
| Lee Financial Co | 10,159 | $1.68M | 0.29% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 10,147 | $1.68M | 1.01% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 10,079 | $1.68M | 0.29% | +631+6.7% | Added |
| Pinnacle Associates Ltd | 10,027 | $1.66M | 0.03% | +3,493+53.5% | Added |
| Swedbank AB | 9,891 | $1.64M | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 9,874 | $1.64M | 0.71% | +1,157+13.3% | Added |
| Mercer Global Advisors Inc | 9,771 | $1.62M | 0.01% | −2,419−19.8% | Reduced |
| Securian Asset Management, Inc | 9,666 | $1.60M | 0.04% | −100−1.0% | Reduced |
| Northwest Investment Counselors, LLC | 9,633 | $1.60M | 0.43% | +348+3.7% | Added |
| Silvercrest Asset Management Group LLC | 9,576 | $1.59M | 0.01% | +116+1.2% | Added |
| Kentucky Retirement Systems | 9,486 | $1.57M | 0.05% | +180+1.9% | Added |
| Bank of Nova Scotia | 9,427 | $1.56M | 0.00% | −1,311−12.2% | Reduced |
| Oregon Public Employees Retirement Fund | 9,137 | $1.51M | 0.02% | +63+0.7% | Added |
| SNS Financial Group, LLC | 9,010 | $1.50M | 0.20% | −337−3.6% | Reduced |
| Maryland State Retirement & Pension System | 9,048 | $1.50M | 0.03% | 00.0% | Unchanged |
| PGGM Investments | 9,021 | $1.49M | 0.02% | −3,471−27.8% | Reduced |
| Engineers Gate Manager LP | 8,933 | $1.48M | 0.06% | +8,933 | New |
| Teacher Retirement System of Texas | 8,899 | $1.47M | 0.01% | −4,187−32.0% | Reduced |
| Van Eck Associates Corp | 8,860 | $1.47M | 0.00% | +2,946+49.8% | Added |
| Linden Thomas Advisory Services, LLC | 8,831 | $1.46M | 0.32% | +230+2.7% | Added |
| CenterBook Partners LP | 8,708 | $1.44M | 0.18% | −5,242−37.6% | Reduced |
| Meyer Handelman Co | 8,600 | $1.42M | 0.06% | +975+12.8% | Added |
| Vestcor Inc | 8,555 | $1.42M | 0.05% | −136−1.6% | Reduced |
| Neuberger Berman Group LLC | 8,544 | $1.42M | 0.00% | +688+8.8% | Added |
| Rafferty Asset Management, LLC | 8,534 | $1.41M | 0.01% | +844+11.0% | Added |
| Tilia Fiduciary Partners, Inc. | 8,476 | $1.40M | 1.25% | +769+10.0% | Added |
| Hartford Investment Management Co | 8,262 | $1.37M | 0.05% | −1,716−17.2% | Reduced |
| Legacy Advisors, LLC | 8,037 | $1.33M | 0.20% | +73+0.9% | Added |
| Ossiam | 7,958 | $1.32M | 0.02% | +6,679+522.2% | Added |
| MAI Capital Management | 7,952 | $1.32M | 0.02% | +33+0.4% | Added |
| Sentry LLC | 7,948 | $1.32M | 0.29% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 7,904 | $1.31M | 0.04% | +7,904 | New |
| Vestmark Advisory Solutions, Inc. | 7,845 | $1.30M | 0.05% | +955+13.9% | Added |
| Illinois Municipal Retirement Fund | 7,761 | $1.28M | 0.03% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 7,736 | $1.28M | 0.03% | −2,125−21.5% | Reduced |
| Advisor Partners II, LLC | 7,698 | $1.28M | 0.06% | +485+6.7% | Added |
| Boyar Asset Management Inc. | 7,609 | $1.26M | 0.93% | −66−0.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 7,585 | $1.26M | 0.00% | +375+5.2% | Added |
| SRN Advisors, LLC | 7,538 | $1.25M | 1.11% | −715−8.7% | Reduced |
| Allen Capital Group, LLC | 7,538 | $1.25M | 0.22% | −97−1.3% | Reduced |
| Fiduciary Planning LLC | 7,536 | $1.25M | 0.57% | +145+2.0% | Added |
| EFG Asset Management (Americas) Corp. | 7,511 | $1.24M | 0.29% | −90−1.2% | Reduced |
| Efg Capital International Corp. | 7,511 | $1.24M | 0.29% | +7,511 | New |
| Welch & Forbes LLC | 7,458 | $1.24M | 0.02% | +27+0.4% | Added |
| Pacer Advisors, Inc. | 7,450 | $1.23M | 0.00% | −1,920−20.5% | Reduced |
| Cetera Investment Advisers | 7,380 | $1.22M | 0.01% | +662+9.9% | Added |
| Nordea Investment Management AB | 7,408 | $1.22M | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 7,306 | $1.21M | 0.01% | −272−3.6% | Reduced |
| Louisiana State Employees Retirement System | 7,300 | $1.21M | 0.03% | −400−5.2% | Reduced |
| Ostrum Asset Management | 7,226 | $1.20M | 0.10% | +7+0.1% | Added |
| Pegasus Partners Ltd. | 7,181 | $1.19M | 0.17% | −35−0.5% | Reduced |
| Bessemer Group Inc | 7,171 | $1.19M | 0.00% | +2,080+40.9% | Added |
| Oxbow Advisors, LLC | 7,129 | $1.18M | 0.19% | −408−5.4% | Reduced |
| La Banque Postale Asset Management SA | 7,015 | $1.16M | 0.03% | +7,015 | New |
| Allspring Global Investments Holdings, LLC | 6,943 | $1.15M | 0.00% | −15,422−69.0% | Reduced |
| Montag & Caldwell, LLC | 6,895 | $1.14M | 0.14% | −18−0.3% | Reduced |
| Waterloo Capital, L.P. | 6,880 | $1.14M | 0.34% | +8+0.1% | Added |
| Wambolt & Associates, LLC | 6,788 | $1.12M | 0.40% | +184+2.8% | Added |
| Kensington Investment Counsel, LLC | 6,693 | $1.11M | 0.70% | +1,046+18.5% | Added |
| Kestra Advisory Services, LLC | 6,479 | $1.07M | 0.01% | −1,090−14.4% | Reduced |
| Transcend Wealth Collective, LLC | 6,462 | $1.07M | 0.10% | +1,995+44.7% | Added |
| Spears Abacus Advisors LLC | 6,460 | $1.07M | 0.09% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 6,430 | $1.06M | 0.03% | +1,732+36.9% | Added |
| Woodline Partners LP | 6,419 | $1.06M | 0.01% | +6,419 | New |
| Cerity Partners LLC | 6,325 | $1.05M | 0.00% | +850+15.5% | Added |
| Sciencast Management LP | 6,389 | $1.05M | 0.85% | +4,433+226.6% | Added |
| Koshinski Asset Management, Inc. | 6,272 | $1.04M | 0.11% | −2,180−25.8% | Reduced |
| Benjamin Edwards Inc | 6,270 | $1.04M | 0.24% | +28+0.4% | Added |
| Integrated Wealth Concepts LLC | 6,245 | $1.03M | 0.02% | +4,402+238.8% | Added |
| Sompo Asset Management Co., Ltd. | 6,130 | $1.02M | 0.19% | −1,300−17.5% | Reduced |
| Prudential PLC | 6,084 | $1.01M | 0.01% | +983+19.3% | Added |
| Hantz Financial Services, Inc. | 6,043 | $1.00M | 0.03% | +154+2.6% | Added |
| Wealthfront Advisers LLC | 5,981 | $990.6K | 0.00% | +1,092+22.3% | Added |