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, Q3 2023
Institutional positions in Broadridge Financial Solutions, Inc. as of Sep 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
- 854
- +49 vs. Q2 2023
- Shares held
- 105.1M
- −645.4K (−0.6%) vs. Q2 2023
- Total value
- $18.8B
- +$1.39B (+8.0%) vs. Q2 2023
- New holders
- 86
- 290 more added
- Sold out
- 37
- 324 more reduced
12 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Broadridge Financial Solutions, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 13,840,783 | $2.48B | 0.06% | +4,5480.0% | Added |
| BlackRock Inc. | 9,599,271 | $1.72B | 0.05% | −16,009−0.2% | Reduced |
| Morgan Stanley | 5,950,818 | $1.07B | 0.11% | −948,488−13.7% | Reduced |
| State Street Corp | 4,604,954 | $828.1M | 0.05% | −55,221−1.2% | Reduced |
| Capital International Investors | 3,899,513 | $698.5M | 0.18% | +187,292+5.0% | Added |
| Price T Rowe Associates Inc | 3,826,013 | $685.0M | 0.10% | −159,212−4.0% | Reduced |
| APG Asset Management N.V. | 3,540,577 | $633.9M | 1.30% | −94,026−2.6% | Reduced |
| Janus Henderson Group PLC | 3,321,544 | $594.7M | 0.39% | +3,433+0.1% | Added |
| Baillie Gifford & Co | 2,970,254 | $531.8M | 0.49% | −123,132−4.0% | Reduced |
| T. Rowe Price Investment Management, Inc. | 2,801,528 | $501.6M | 0.35% | −246,539−8.1% | Reduced |
| Geode Capital Management, LLC | 2,549,374 | $455.5M | 0.05% | +51,629+2.1% | Added |
| Jensen Investment Management Inc | 1,825,339 | $326.8M | 2.58% | +43,235+2.4% | Added |
| Barclays PLC | 1,580,531 | $283.0M | 0.18% | −33,017−2.0% | Reduced |
| Stifel Financial Corp | 1,542,507 | $276.2M | 0.39% | +1,456,847+1,700.7% | Added |
| Northern Trust Corp | 1,322,979 | $236.9M | 0.05% | +70,258+5.6% | Added |
| Wells Fargo & Company | 1,288,567 | $230.7M | 0.07% | −111,846−8.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,129,669 | $202.3M | 0.41% | −90,482−7.4% | Reduced |
| Bank of New York Mellon Corp | 1,079,124 | $193.2M | 0.04% | −22,836−2.1% | Reduced |
| Bahl & Gaynor Inc | 1,068,205 | $191.3M | 1.22% | +68,260+6.8% | Added |
| Parnassus Investments | 1,052,293 | $188.4M | 0.46% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,028,150 | $184.1M | 0.23% | −92,586−8.3% | Reduced |
| Franklin Resources Inc | 988,962 | $177.1M | 0.09% | −167,185−14.5% | Reduced |
| Fayez Sarofim & Co | 881,251 | $157.8M | 0.53% | −52,830−5.7% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 873,240 | $156.4M | 4.19% | −4270.0% | Reduced |
| Dimensional Fund Advisors LP | 847,294 | $151.7M | 0.05% | +7,185+0.9% | Added |
| Legal & General Group Plc | 809,893 | $145.0M | 0.05% | −36,637−4.3% | Reduced |
| Confluence Investment Management LLC | 783,864 | $140.4M | 2.17% | −18,478−2.3% | Reduced |
| Baird Financial Group, Inc. | 766,260 | $137.2M | 0.37% | +22,742+3.1% | Added |
| Invesco Ltd. | 751,070 | $134.5M | 0.04% | −23,133−3.0% | Reduced |
| California Public Employees Retirement System | 729,354 | $130.6M | 0.11% | −13,007−1.8% | Reduced |
| UBS Asset Management Americas Inc | 699,191 | $125.2M | 0.06% | +63,058+9.9% | Added |
| Envestnet Asset Management Inc | 687,830 | $123.2M | 0.06% | +381,882+124.8% | Added |
| Bank of America Corp | 675,488 | $120.9M | 0.01% | −44,408−6.2% | Reduced |
| Charles Schwab Investment Management Inc | 626,908 | $112.2M | 0.03% | +10,202+1.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 614,264 | $110.0M | 0.31% | −145,076−19.1% | Reduced |
| Ninety One UK Ltd | 600,601 | $107.5M | 0.34% | −15,896−2.6% | Reduced |
| Alliancebernstein L.P. | 490,823 | $87.9M | 0.04% | −3,451−0.7% | Reduced |
| CIBC Private Wealth Group, LLC | 474,866 | $85.0M | 0.20% | −61,551−11.5% | Reduced |
| First Trust Advisors LP | 440,025 | $78.8M | 0.09% | −15,338−3.4% | Reduced |
| Rathbone Brothers plc | 439,899 | $78.8M | 0.57% | +404+0.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 409,865 | $73.4M | 0.18% | −5,140−1.2% | Reduced |
| Raymond James & Associates | 400,993 | $71.8M | 0.06% | −2,979−0.7% | Reduced |
| JPMorgan Chase & Co | 392,897 | $70.3M | 0.01% | +46,460+13.4% | Added |
| Nuveen Asset Management, LLC | 391,662 | $70.1M | 0.02% | −9,508−2.4% | Reduced |
| Boston Financial Mangement LLC | 391,308 | $70.1M | 2.62% | −668−0.2% | Reduced |
| Goldman Sachs Group Inc | 385,178 | $69.0M | 0.02% | +117,692+44.0% | Added |
| Swiss National Bank | 379,500 | $67.9M | 0.05% | −45,500−10.7% | Reduced |
| Mackenzie Financial Corp | 383,206 | $67.3M | 0.11% | +2,907+0.8% | Added |
| Schwartz Investment Counsel Inc | 374,450 | $67.0M | 2.86% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 350,833 | $62.8M | 1.76% | −21,457−5.8% | Reduced |
| Ensemble Capital Management, LLC | 332,544 | $59.5M | 6.15% | −19,103−5.4% | Reduced |
| Deutsche Bank AG | 309,563 | $55.4M | 0.04% | +378+0.1% | Added |
| London Co of Virginia | 302,441 | $54.2M | 0.32% | −10,515−3.4% | Reduced |
| Fenimore Asset Management Inc | 299,508 | $53.6M | 1.39% | +930+0.3% | Added |
| Select Equity Group, L.P. | 298,835 | $53.5M | 0.22% | −163,839−35.4% | Reduced |
| Amundi | 300,197 | $53.3M | 0.03% | +32,707+12.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 296,862 | $53.1M | 0.59% | +4,165+1.4% | Added |
| King Luther Capital Management Corp | 289,193 | $51.8M | 0.27% | −4,993−1.7% | Reduced |
| Earnest Partners LLC | 288,637 | $51.7M | 0.30% | +3,228+1.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 281,762 | $50.4M | 0.04% | −4,962−1.7% | Reduced |
| Rhumbline Advisers | 249,031 | $44.6M | 0.05% | +1,792+0.7% | Added |
| HSBC Holdings PLC | 246,256 | $44.1M | 0.05% | +1020.0% | Added |
| GW&K Investment Management, LLC | 245,005 | $43.9M | 0.44% | −53,249−17.9% | Reduced |
| TD Asset Management Inc | 240,999 | $43.2M | 0.05% | −12,534−4.9% | Reduced |
| LPL Financial LLC | 236,751 | $42.4M | 0.03% | +8,490+3.7% | Added |
| Boston Trust Walden Corp | 209,790 | $37.6M | 0.31% | −71,358−25.4% | Reduced |
| Copeland Capital Management, LLC | 194,246 | $34.8M | 0.75% | +1,972+1.0% | Added |
| Royal Bank of Canada | 189,007 | $33.8M | 0.01% | −100−0.1% | Reduced |
| California State Teachers Retirement System | 188,924 | $33.8M | 0.05% | −6,135−3.1% | Reduced |
| Credit Suisse AG | 185,817 | $33.3M | 0.03% | +9,297+5.3% | Added |
| National Pension Service | 180,097 | $32.8M | 0.05% | −10,115−5.3% | Reduced |
| UBS Group AG | 172,297 | $30.8M | 0.01% | −26,983−13.5% | Reduced |
| Pinebridge Investments, L.P. | 172,023 | $30.8M | 0.34% | −2,469−1.4% | Reduced |
| Premier Fund Managers Ltd | 170,000 | $30.8M | 1.45% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 156,027 | $27.9M | 0.42% | −15,233−8.9% | Reduced |
| Principal Financial Group Inc | 145,751 | $26.1M | 0.02% | +4,643+3.3% | Added |
| Ameriprise Financial Inc | 144,308 | $25.9M | 0.01% | −13,617−8.6% | Reduced |
| Dearborn Partners LLC | 139,336 | $24.9M | 0.98% | −761−0.5% | Reduced |
| New York State Common Retirement Fund | 136,817 | $24.5M | 0.04% | −34,715−20.2% | Reduced |
| Renaissance Technologies LLC | 134,900 | $24.2M | 0.04% | +38,500+39.9% | Added |
| Public Employees Retirement Association of Colorado | 133,909 | $24.0M | 0.12% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 131,399 | $23.5M | 0.39% | −19,374−12.8% | Reduced |
| Norges Bank | 128,595 | $23.0M | 0.00% | +22,638+21.4% | Added |
| Geneva Capital Management LLC | 128,042 | $22.9M | 0.48% | −4,533−3.4% | Reduced |
| Boston Private Wealth LLC | 125,482 | $22.5M | 0.49% | −9,954−7.3% | Reduced |
| Motley Fool Wealth Management, LLC | 125,251 | $22.4M | 1.30% | −2,265−1.8% | Reduced |
| Millennium Management LLC | 120,560 | $21.6M | 0.02% | −314,865−72.3% | Reduced |
| State Board of Administration of Florida Retirement System | 119,798 | $21.4M | 0.05% | −3,790−3.1% | Reduced |
| Man Group plc | – | $21.4M | 0.07% | – | – |
| Adage Capital Partners GP, L.L.C. | 117,400 | $21.0M | 0.05% | −100−0.1% | Reduced |
| Alta Capital Management LLC | 116,773 | $20.9M | 1.51% | −1,583−1.3% | Reduced |
| Storebrand Asset Management AS | 112,856 | $20.2M | 0.10% | −578−0.5% | Reduced |
| Bath Savings Trust Co | 112,528 | $20.1M | 2.48% | +585+0.5% | Added |
| New York State Teachers Retirement System | 111,473 | $20.0M | 0.05% | −955−0.8% | Reduced |
| HighTower Advisors, LLC | 110,691 | $19.8M | 0.04% | +83,546+307.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 108,855 | $19.5M | 0.09% | +67,006+160.1% | Added |
| Prudential Financial Inc | 105,214 | $18.8M | 0.03% | −1,306−1.2% | Reduced |
| Wendell David Associates Inc | 103,878 | $18.6M | 2.19% | −2,102−2.0% | Reduced |
| Gradient Investments LLC | 101,549 | $18.2M | 0.48% | −3,801−3.6% | Reduced |
| Morningstar Investment Services LLC | 96,974 | $17.6M | 0.22% | +1,105+1.2% | Added |