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 |
|---|---|---|---|---|---|
| DT Investment Partners, LLC | 4,272 | $764.9K | 0.09% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 4,283 | $766.9K | 0.72% | −108−2.5% | Reduced |
| Alaska Permanent Fund Corp | 4,302 | $770.3K | 0.01% | −16,130−78.9% | Reduced |
| Tributary Capital Management, LLC | 4,304 | $770.6K | 0.07% | +305+7.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 4,407 | $789.0K | 0.02% | −1,254−22.2% | Reduced |
| SG Americas Securities, LLC | 4,429 | $793.0K | 0.01% | −10,192−69.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 4,448 | $796.4K | 0.06% | −3,397−43.3% | Reduced |
| ABLE Financial Group, LLC | 4,479 | $802.0K | 0.40% | +1,819+68.4% | Added |
| Proequities, Inc. | 4,468 | $803.5K | 0.06% | +3,855+628.9% | Added |
| Oak Thistle LLC | 4,495 | $804.8K | 0.24% | +3,078+217.2% | Added |
| Wall Street Access Asset Management, LLC | 4,500 | $805.7K | 0.41% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 4,550 | $814.7K | 0.00% | +129+2.9% | Added |
| Horizon Kinetics Asset Management LLC | 4,564 | $817.2K | 0.02% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 4,653 | $833.1K | 0.10% | +4,653 | New |
| Norinchukin Bank, The | 4,661 | $834.6K | 0.02% | −5,851−55.7% | Reduced |
| NewEdge Wealth, LLC | 4,672 | $836.5K | 0.03% | +510+12.3% | Added |
| JustInvest LLC | 4,726 | $846.1K | 0.03% | +6+0.1% | Added |
| Assenagon Asset Management S.A. | 4,750 | $850.5K | 0.00% | −13,884−74.5% | Reduced |
| National Asset Management, Inc. | 4,777 | $859.5K | 0.02% | +506+11.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,850 | $868.4K | 0.04% | +2,950+155.3% | Added |
| Metropolitan Life Insurance Co | 4,886 | $874.8K | 0.05% | −255−5.0% | Reduced |
| Fiduciary Planning LLC | 4,912 | $879.5K | 0.42% | −2,624−34.8% | Reduced |
| Prospera Financial Services Inc | 4,929 | $882.6K | 0.03% | −380−7.2% | Reduced |
| Cetera Advisors LLC | 4,986 | $892.7K | 0.01% | +2,154+76.1% | Added |
| Virtu Financial LLC | 4,999 | $895.0K | 0.09% | +4,999 | New |
| Glenmede Trust Co NA | 5,003 | $895.8K | 0.01% | +546+12.3% | Added |
| Montag & Caldwell, LLC | 5,034 | $901.3K | 0.12% | −1,861−27.0% | Reduced |
| SRN Advisors, LLC | 5,074 | $908.5K | 0.90% | −2,464−32.7% | Reduced |
| NBC Securities, Inc. | 5,129 | $918.0K | 0.10% | +5,129 | New |
| Thrivent Financial for Lutherans | 5,182 | $928.0K | 0.00% | −57−1.1% | Reduced |
| Johnson Investment Counsel Inc | 5,203 | $931.6K | 0.01% | +195+3.9% | Added |
| CWM, LLC | 5,217 | $934.0K | 0.01% | +316+6.4% | Added |
| CWS Financial Advisors, LLC | 5,290 | $947.2K | 0.38% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 5,364 | $960.5K | 0.02% | −881−14.1% | Reduced |
| E. Ohman J:or Asset Management AB | 5,600 | $1.00M | 0.04% | +500+9.8% | Added |
| Crawford Investment Counsel Inc | 5,724 | $1.02M | 0.02% | −121−2.1% | Reduced |
| Tiaa Trust, National Association | 5,758 | $1.03M | 0.00% | +5,758 | New |
| Forza Wealth Management, LLC | 5,779 | $1.03M | 0.53% | 00.0% | Unchanged |
| Lido Advisors, LLC | 5,791 | $1.04M | 0.01% | +2,956+104.3% | Added |
| Sepio Capital, LP | 5,827 | $1.04M | 0.09% | 00.0% | Unchanged |
| Cerity Partners LLC | 5,894 | $1.06M | 0.01% | −431−6.8% | Reduced |
| TCTC Holdings, LLC | 5,925 | $1.06M | 0.04% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 6,027 | $1.08M | 0.03% | −16−0.3% | Reduced |
| Prudential PLC | 6,063 | $1.09M | 0.01% | −21−0.3% | Reduced |
| Benjamin Edwards Inc | 6,067 | $1.09M | 0.26% | −203−3.2% | Reduced |
| Raymond James Trust N.A. | 6,067 | $1.09M | 0.03% | −363−5.6% | Reduced |
| Koshinski Asset Management, Inc. | 6,112 | $1.09M | 0.13% | −160−2.6% | Reduced |
| New Mexico Educational Retirement Board | 6,150 | $1.10M | 0.05% | +400+7.0% | Added |
| Trexquant Investment LP | 6,169 | $1.10M | 0.03% | +4,577+287.5% | Added |
| Sompo Asset Management Co., Ltd. | 6,180 | $1.11M | 0.24% | +50+0.8% | Added |
| Wambolt & Associates, LLC | 6,347 | $1.12M | 0.41% | −441−6.5% | Reduced |
| EP Wealth Advisors, LLC | 6,281 | $1.12M | 0.02% | +4,766+314.6% | Added |
| Point72 Middle East FZE | 6,311 | $1.13M | 0.07% | +6,311 | New |
| Spears Abacus Advisors LLC | 6,460 | $1.16M | 0.10% | 00.0% | Unchanged |
| CIBC World Markets Corp | 6,519 | $1.17M | 0.01% | −7,300−52.8% | Reduced |
| Voloridge Investment Management, LLC | 6,558 | $1.17M | 0.01% | +6,558 | New |
| Jefferies Financial Group Inc. | 6,658 | $1.19M | 0.03% | −12,755−65.7% | Reduced |
| Dean Capital Management | 6,735 | $1.21M | 0.90% | +6,735 | New |
| Allen Capital Group, LLC | 6,816 | $1.21M | 0.22% | −722−9.6% | Reduced |
| Kestra Advisory Services, LLC | 6,791 | $1.22M | 0.01% | +312+4.8% | Added |
| PDT Partners, LLC | 6,798 | $1.22M | 0.15% | +6,798 | New |
| Hilltop Holdings Inc. | 6,838 | $1.22M | 0.15% | +1,091+19.0% | Added |
| Metis Global Partners, LLC | 6,946 | $1.24M | 0.06% | +1,055+17.9% | Added |
| Oxbow Advisors, LLC | 7,092 | $1.27M | 0.20% | −37−0.5% | Reduced |
| Catalyst Capital Advisors LLC | 7,116 | $1.27M | 0.04% | −788−10.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 7,129 | $1.28M | 0.00% | +186+2.7% | Added |
| Pegasus Partners Ltd. | 7,183 | $1.29M | 0.18% | +20.0% | Added |
| Bessemer Group Inc | 7,203 | $1.29M | 0.00% | +32+0.4% | Added |
| Waterloo Capital, L.P. | 7,205 | $1.29M | 0.38% | +325+4.7% | Added |
| EFG Asset Management (Americas) Corp. | 7,256 | $1.30M | 0.31% | −255−3.4% | Reduced |
| Louisiana State Employees Retirement System | 7,300 | $1.31M | 0.03% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 7,303 | $1.31M | 0.13% | +841+13.0% | Added |
| Boyar Asset Management Inc. | 7,310 | $1.31M | 1.03% | −299−3.9% | Reduced |
| Naples Global Advisors, LLC | 7,284 | $1.31M | 0.16% | +1,400+23.8% | Added |
| Tower Research Capital LLC (TRC) | 7,345 | $1.32M | 0.04% | −4,444−37.7% | Reduced |
| Wealthfront Advisers LLC | 7,431 | $1.33M | 0.01% | +1,450+24.2% | Added |
| AE Wealth Management LLC | 7,436 | $1.33M | 0.01% | +130+1.8% | Added |
| Welch & Forbes LLC | 7,457 | $1.34M | 0.02% | −10.0% | Reduced |
| Advisor Partners II, LLC | 7,576 | $1.36M | 0.05% | −122−1.6% | Reduced |
| Pacer Advisors, Inc. | 7,620 | $1.36M | 0.01% | +170+2.3% | Added |
| O'Shaughnessy Asset Management, LLC | 7,626 | $1.37M | 0.02% | +3,211+72.7% | Added |
| SNS Financial Group, LLC | 7,674 | $1.38M | 0.18% | −1,336−14.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 7,713 | $1.38M | 0.00% | +128+1.7% | Added |
| Illinois Municipal Retirement Fund | 7,761 | $1.39M | 0.03% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 7,770 | $1.39M | 0.02% | +3,125+67.3% | Added |
| Buckhead Capital Management LLC | 7,835 | $1.40M | 0.58% | −3,410−30.3% | Reduced |
| Qube Research & Technologies Ltd | 7,923 | $1.42M | 0.00% | +7,923 | New |
| First National Advisers, LLC | 7,942 | $1.42M | 0.64% | +5,777+266.8% | Added |
| Sentry LLC | 7,948 | $1.42M | 0.30% | 00.0% | Unchanged |
| Hartford Investment Management Co | 8,058 | $1.44M | 0.06% | −204−2.5% | Reduced |
| Lee Financial Co | 8,059 | $1.44M | 0.27% | −2,100−20.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 8,069 | $1.45M | 0.14% | +8,069 | New |
| Cresset Asset Management, LLC | 8,068 | $1.45M | 0.01% | +5,282+189.6% | Added |
| Cetera Investment Advisers | 8,138 | $1.46M | 0.01% | +758+10.3% | Added |
| Van Eck Associates Corp | 8,167 | $1.46M | 0.00% | −693−7.8% | Reduced |
| La Banque Postale Asset Management SA | 8,332 | $1.49M | 0.03% | +1,317+18.8% | Added |
| Pathstone Family Office, LLC | 8,275 | $1.50M | 0.01% | +3,934+90.6% | Added |
| MAI Capital Management | 8,370 | $1.50M | 0.02% | +418+5.3% | Added |
| Securian Asset Management, Inc | 8,442 | $1.51M | 0.05% | −1,224−12.7% | Reduced |
| Kensington Investment Counsel, LLC | 8,444 | $1.51M | 0.94% | +1,751+26.2% | Added |