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 |
|---|---|---|---|---|---|
| Y-Intercept (Hong Kong) Ltd | 8,495 | $1.52M | 0.15% | +3,325+64.3% | Added |
| Neuberger Berman Group LLC | 8,584 | $1.54M | 0.00% | +40+0.5% | Added |
| Meyer Handelman Co | 8,600 | $1.54M | 0.06% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 8,599 | $1.54M | 0.02% | +8,599 | New |
| Silvercrest Asset Management Group LLC | 8,876 | $1.59M | 0.01% | −700−7.3% | Reduced |
| CenterBook Partners LP | 8,887 | $1.59M | 0.20% | +179+2.1% | Added |
| Tilia Fiduciary Partners, Inc. | 8,949 | $1.60M | 1.67% | +473+5.6% | Added |
| PGGM Investments | 9,021 | $1.61M | 0.03% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 9,048 | $1.62M | 0.04% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 9,064 | $1.62M | 0.04% | −7,056−43.8% | Reduced |
| Oregon Public Employees Retirement Fund | 9,105 | $1.63M | 0.02% | −32−0.4% | Reduced |
| Legacy Advisors, LLC | 9,225 | $1.66M | 0.27% | +1,188+14.8% | Added |
| Ossiam | 9,314 | $1.67M | 0.03% | +1,356+17.0% | Added |
| Rafferty Asset Management, LLC | 9,392 | $1.68M | 0.01% | +858+10.1% | Added |
| Kentucky Retirement Systems | 9,412 | $1.69M | 0.06% | −74−0.8% | Reduced |
| Graham Capital Management, L.P. | 9,579 | $1.72M | 0.05% | +9,579 | New |
| Northwest Investment Counselors, LLC | 9,603 | $1.72M | 0.48% | −30−0.3% | Reduced |
| Candriam Luxembourg S.C.A. | 9,985 | $1.79M | 0.01% | −2,560−20.4% | Reduced |
| Quantinno Capital Management LP | 10,029 | $1.80M | 0.08% | +10,029 | New |
| Intech Investment Management LLC | 10,132 | $1.81M | 0.03% | −22,623−69.1% | Reduced |
| Pinnacle Associates Ltd | 10,193 | $1.83M | 0.03% | +166+1.7% | Added |
| Leavell Investment Management, Inc. | 10,175 | $1.83M | 0.13% | −50−0.5% | Reduced |
| Strengthening Families & Communities, LLC | 10,343 | $1.85M | 0.80% | +469+4.7% | Added |
| Guardian Wealth Advisors, LLC | 10,317 | $1.86M | 0.32% | +238+2.4% | Added |
| Wimmer Associates 1, LLC | 10,366 | $1.86M | 1.16% | +219+2.2% | Added |
| Regions Financial Corp | 10,431 | $1.87M | 0.02% | −245−2.3% | Reduced |
| Kesler, Norman & Wride, LLC | 10,562 | $1.89M | 0.48% | −892−7.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 10,576 | $1.89M | 0.02% | 00.0% | Unchanged |
| Roundview Capital LLC | 10,580 | $1.89M | 0.19% | +174+1.7% | Added |
| British Columbia Investment Management Corp | 10,722 | $1.92M | 0.02% | +113+1.1% | Added |
| Gulf International Bank (UK) Ltd | 10,787 | $1.93M | 0.05% | −916−7.8% | Reduced |
| Lantz Financial LLC | 10,860 | $1.94M | 0.77% | −326−2.9% | Reduced |
| Rockefeller Capital Management L.P. | 10,879 | $1.95M | 0.01% | −770−6.6% | Reduced |
| Atlas Private Wealth Management | 10,918 | $1.95M | 1.05% | +439+4.2% | Added |
| Siemens Fonds Invest GmbH | 10,939 | $1.96M | 0.20% | −1,474−11.9% | Reduced |
| Bank of Nova Scotia | 10,939 | $1.96M | 0.01% | +1,512+16.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,062 | $1.98M | 0.03% | +106+1.0% | Added |
| Nordea Investment Management AB | 10,938 | $1.99M | 0.00% | +3,530+47.7% | Added |
| Mraz, Amerine & Associates, Inc. | 11,168 | $2.00M | 0.45% | −194−1.7% | Reduced |
| Henshaw Capital LLC | 11,231 | $2.01M | 0.12% | +50+0.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 11,277 | $2.02M | 0.03% | −172−1.5% | Reduced |
| Mercer Global Advisors Inc | 11,283 | $2.02M | 0.01% | +1,512+15.5% | Added |
| Dean Investment Associates, LLC | 11,345 | $2.03M | 0.33% | +1,084+10.6% | Added |
| Coldstream Capital Management Inc | 11,571 | $2.07M | 0.07% | −66−0.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 11,633 | $2.08M | 0.01% | +69+0.6% | Added |
| Twin Tree Management, LP | 11,747 | $2.10M | 0.07% | +11,747 | New |
| Bleakley Financial Group, LLC | 12,146 | $2.17M | 0.08% | +1,715+16.4% | Added |
| Sawtooth Solutions, LLC | 12,146 | $2.17M | 0.07% | +1,846+17.9% | Added |
| Public Sector Pension Investment Board | 12,621 | $2.26M | 0.02% | +1,377+12.2% | Added |
| Schechter Investment Advisors, LLC | 12,628 | $2.26M | 0.22% | −779−5.8% | Reduced |
| Whittier Trust Co | 12,643 | $2.26M | 0.04% | +13+0.1% | Added |
| Nissay Asset Management Corp | 12,700 | $2.27M | 0.02% | +465+3.8% | Added |
| R.m.sincerbeaux Capital Management LLC | 12,900 | $2.31M | 1.76% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 13,178 | $2.36M | 0.21% | +2,388+22.1% | Added |
| Oppenheimer Asset Management Inc. | 13,241 | $2.37M | 0.04% | −165−1.2% | Reduced |
| Engineers Gate Manager LP | 13,328 | $2.39M | 0.09% | +4,395+49.2% | Added |
| First Republic Investment Management, Inc. | 13,500 | $2.42M | 0.01% | −88−0.6% | Reduced |
| Fruth Investment Management | 13,530 | $2.42M | 0.72% | −832−5.8% | Reduced |
| HBK Sorce Advisory LLC | 13,695 | $2.45M | 0.11% | +97+0.7% | Added |
| Steward Partners Investment Advisory, LLC | 13,837 | $2.48M | 0.04% | +218+1.6% | Added |
| SYSTM Wealth Solutions LLC | 13,976 | $2.50M | 0.38% | −798−5.4% | Reduced |
| State of Alaska, Department of Revenue | 14,066 | $2.52M | 0.03% | −575−3.9% | Reduced |
| Cetera Advisor Networks LLC | 14,131 | $2.53M | 0.02% | +3,459+32.4% | Added |
| First National Trust Co | 14,362 | $2.57M | 0.12% | 00.0% | Unchanged |
| Appleton Partners Inc | 14,463 | $2.59M | 0.23% | −1,294−8.2% | Reduced |
| Citadel Advisors LLC | 14,565 | $2.61M | 0.00% | −7,626−34.4% | Reduced |
| Toroso Investments, LLC | 14,623 | $2.62M | 0.08% | +2,332+19.0% | Added |
| Princeton Global Asset Management LLC | 14,708 | $2.63M | 0.75% | +21+0.1% | Added |
| Daiwa Securities Group Inc. | 14,760 | $2.64M | 0.02% | +798+5.7% | Added |
| ING Groep NV | 14,829 | $2.66M | 0.02% | +14,829 | New |
| Allianz Asset Management GmbH | 15,155 | $2.71M | 0.01% | −191−1.2% | Reduced |
| Sugarloaf Wealth Management, LLC | 15,201 | $2.72M | 0.69% | −2,297−13.1% | Reduced |
| Occidental Asset Management, LLC | 15,233 | $2.73M | 0.63% | +175+1.2% | Added |
| Teza Capital Management LLC | 16,090 | $2.88M | 0.47% | +11,529+252.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 16,102 | $2.88M | 0.01% | +13,993+663.5% | Added |
| American Century Companies Inc | 16,128 | $2.89M | 0.00% | +2,882+21.8% | Added |
| Stratos Wealth Partners, LTD. | 16,334 | $2.92M | 0.06% | +933+6.1% | Added |
| Gateway Investment Advisers LLC | 16,490 | $2.95M | 0.04% | −49−0.3% | Reduced |
| Mutual of America Capital Management LLC | 16,533 | $2.96M | 0.04% | −441−2.6% | Reduced |
| Advisory Services Network, LLC | 16,654 | $2.98M | 0.08% | −596−3.5% | Reduced |
| Yousif Capital Management, LLC | 16,826 | $3.01M | 0.04% | −546−3.1% | Reduced |
| Schroder Investment Management Group | 16,896 | $3.03M | 0.00% | −3,065−15.4% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 17,000 | $3.04M | 0.16% | −11,000−39.3% | Reduced |
| CIBC Asset Management Inc | 17,231 | $3.09M | 0.01% | −80−0.5% | Reduced |
| Long Road Investment Counsel, LLC | 17,450 | $3.12M | 1.52% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 17,567 | $3.15M | 0.02% | −4,650−20.9% | Reduced |
| GWM Advisors LLC | 17,690 | $3.17M | 0.03% | +7,203+68.7% | Added |
| SEI Investments Co | 17,789 | $3.19M | 0.01% | +185+1.1% | Added |
| Ethic Inc. | 17,818 | $3.19M | 0.11% | +2,031+12.9% | Added |
| Achmea Investment Management B.V. | 17,980 | $3.22M | 0.07% | −365−2.0% | Reduced |
| Garrison Asset Management, LLC | 18,198 | $3.26M | 1.99% | −203−1.1% | Reduced |
| Intrust Bank NA | 18,351 | $3.29M | 0.42% | −1,415−7.2% | Reduced |
| New York Life Investment Management LLC | 18,392 | $3.29M | 0.04% | −90−0.5% | Reduced |
| AQR Capital Management LLC | 18,463 | $3.31M | 0.01% | −4,036−17.9% | Reduced |
| Atria Investments LLC | 18,636 | $3.34M | 0.06% | +811+4.5% | Added |
| Janney Montgomery Scott LLC | 18,754 | $3.36M | 0.01% | −1,085−5.5% | Reduced |
| Griffin Asset Management, Inc. | 18,920 | $3.39M | 0.48% | −444−2.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 18,926 | $3.39M | 0.13% | +1,439+8.2% | Added |
| Holocene Advisors, LP | 19,038 | $3.41M | 0.02% | −32,583−63.1% | Reduced |
| Brinker Capital Investments, LLC | 19,090 | $3.42M | 0.04% | −1,502−7.3% | Reduced |