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 |
|---|---|---|---|---|---|
| Orion Portfolio Solutions, LLC | 19,090 | $3.42M | 0.04% | −1,502−7.3% | Reduced |
| AdvisorShares Investments LLC | 19,376 | $3.47M | 0.93% | +1,120+6.1% | Added |
| Creative Planning | 19,446 | $3.48M | 0.00% | −197−1.0% | Reduced |
| Tredje AP-fonden | 19,473 | $3.49M | 0.05% | −1,770−8.3% | Reduced |
| WSFS Capital Management, LLC | 19,573 | $3.50M | 0.23% | −135−0.7% | Reduced |
| TownSquare Capital, LLC | 19,586 | $3.51M | 0.06% | −1,337−6.4% | Reduced |
| Burney Co | 19,712 | $3.53M | 0.17% | +145+0.7% | Added |
| M&T Bank Corp | 19,853 | $3.56M | 0.01% | −1,164−5.5% | Reduced |
| Swedbank AB | 19,860 | $3.56M | 0.01% | +9,969+100.8% | Added |
| USS Investment Management Ltd | 20,033 | $3.59M | 0.04% | +1,695+9.2% | Added |
| Utah Retirement Systems | 20,191 | $3.62M | 0.05% | +100+0.5% | Added |
| Cynosure Management, LLC | 20,392 | $3.65M | 1.12% | −229−1.1% | Reduced |
| Czech National Bank | 20,644 | $3.70M | 0.06% | +6,678+47.8% | Added |
| Woodline Partners LP | 20,674 | $3.70M | 0.04% | +14,255+222.1% | Added |
| Canada Pension Plan Investment Board | 20,683 | $3.70M | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 20,950 | $3.75M | 0.01% | +1,845+9.7% | Added |
| Security National Bank | 20,749 | $3.76M | 1.05% | +15+0.1% | Added |
| Middleton & Co Inc | 21,078 | $3.77M | 0.52% | −995−4.5% | Reduced |
| Suncoast Equity Management | 21,240 | $3.80M | 0.57% | +1,985+10.3% | Added |
| Gotham Asset Management, LLC | 21,357 | $3.82M | 0.08% | +13,621+176.1% | Added |
| First Hawaiian Bank | 22,090 | $3.96M | 0.13% | −911−4.0% | Reduced |
| Hamilton Point Investment Advisors, LLC | 22,073 | $3.97M | 0.98% | −20,054−47.6% | Reduced |
| IFM Investors Pty Ltd | 22,287 | $3.99M | 0.05% | −4,205−15.9% | Reduced |
| Cubist Systematic Strategies, LLC | 22,525 | $4.03M | 0.05% | +22,525 | New |
| Parsons Capital Management Inc | 22,619 | $4.05M | 0.32% | −39−0.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 22,968 | $4.11M | 0.02% | +22,968 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 23,425 | $4.19M | 0.01% | −206,037−89.8% | Reduced |
| Capital International Inc | 23,537 | $4.21M | 0.08% | +245+1.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 23,750 | $4.25M | 0.04% | +3,174+15.4% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 24,009 | $4.30M | 0.03% | +381+1.6% | Added |
| Texas Permanent School Fund | 24,401 | $4.37M | 0.04% | +657+2.8% | Added |
| Varma Mutual Pension Insurance Co | 25,000 | $4.48M | 0.05% | +3,000+13.6% | Added |
| Xponance, Inc. | 25,471 | $4.56M | 0.06% | +167+0.7% | Added |
| Greenleaf Trust | 25,820 | $4.62M | 0.05% | −2,168−7.7% | Reduced |
| Marshall Wace, LLP | 25,955 | $4.65M | 0.01% | +25,955 | New |
| Brasada Capital Management, LP | 25,904 | $4.71M | 1.10% | +1,297+5.3% | Added |
| Buffington Mohr McNeal | 26,485 | $4.74M | 1.08% | −117−0.4% | Reduced |
| STRS Ohio | 26,500 | $4.74M | 0.02% | −6,000−18.5% | Reduced |
| Kestra Private Wealth Services, LLC | 26,638 | $4.77M | 0.15% | +1,401+5.6% | Added |
| Cullen/Frost Bankers, Inc. | 26,678 | $4.78M | 0.08% | −897−3.3% | Reduced |
| Retirement Systems of Alabama | 26,707 | $4.78M | 0.02% | −107−0.4% | Reduced |
| Brown Capital Management LLC | 26,884 | $4.81M | 0.07% | −533−1.9% | Reduced |
| Zevenbergen Capital Investments LLC | 27,000 | $4.83M | 0.12% | +7,500+38.5% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 27,142 | $4.86M | 0.06% | −11,000−28.8% | Reduced |
| Brown Advisory Inc | 27,388 | $4.90M | 0.01% | −158−0.6% | Reduced |
| Aureus Asset Management, LLC | 28,011 | $5.02M | 0.40% | +1,820+6.9% | Added |
| DnB Asset Management AS | 28,478 | $5.10M | 0.03% | −43−0.2% | Reduced |
| Flputnam Investment Management Co | 28,818 | $5.16M | 0.14% | +797+2.8% | Added |
| AXA S.A. | 29,125 | $5.21M | 0.02% | +11,214+62.6% | Added |
| Brady Family Wealth, LLC | 29,418 | $5.27M | 2.04% | −728−2.4% | Reduced |
| Fifth Third Bancorp | 29,909 | $5.36M | 0.02% | −224−0.7% | Reduced |
| Nomura Asset Management Co Ltd | 30,333 | $5.43M | 0.03% | +1,020+3.5% | Added |
| Great Lakes Advisors, LLC | 30,833 | $5.52M | 0.05% | +140.0% | Added |
| Institutional & Family Asset Management, LLC | 31,075 | $5.56M | 0.91% | −200−0.6% | Reduced |
| Amalgamated Bank | 31,404 | $5.62M | 0.05% | +80.0% | Added |
| Northstar Group, Inc. | 31,781 | $5.69M | 1.35% | +86+0.3% | Added |
| Blair William & Co | 31,959 | $5.72M | 0.02% | −554−1.7% | Reduced |
| Arizona State Retirement System | 32,187 | $5.76M | 0.05% | +68+0.2% | Added |
| State of Michigan Retirement System | 32,360 | $5.79M | 0.04% | −100−0.3% | Reduced |
| Commonwealth Equity Services, LLC | 32,485 | $5.82M | 0.01% | −250−0.8% | Reduced |
| American International Group, Inc. | 32,529 | $5.82M | 0.04% | −690−2.1% | Reduced |
| Captrust Financial Advisors | 32,598 | $5.84M | 0.02% | +42+0.1% | Added |
| National Bank of Canada | 33,613 | $5.95M | 0.01% | +5,222+18.4% | Added |
| MetLife Investment Management | 33,275 | $5.96M | 0.05% | −733−2.2% | Reduced |
| Shell Asset Management Co | 33,697 | $6.03M | 0.25% | −590−1.7% | Reduced |
| MML Investors Services, LLC | 34,221 | $6.13M | 0.03% | +1,566+4.8% | Added |
| O'Brien Greene & Co. Inc | 34,294 | $6.14M | 2.25% | −886−2.5% | Reduced |
| American Money Management, LLC | 35,730 | $6.40M | 1.63% | −198−0.6% | Reduced |
| Transform Wealth, LLC | 35,691 | $6.42M | 0.68% | +35,691 | New |
| Geneos Wealth Management Inc. | 36,049 | $6.45M | 0.33% | +170.0% | Added |
| Independent Advisor Alliance | 36,206 | $6.48M | 0.29% | −7,860−17.8% | Reduced |
| Logan Capital Management Inc | 36,486 | $6.53M | 0.33% | −24,689−40.4% | Reduced |
| Palmer Knight Co | 36,528 | $6.54M | 4.39% | +10.0% | Added |
| Jump Financial, LLC | 37,537 | $6.72M | 0.25% | +25,275+206.1% | Added |
| Jane Street Group, LLC | 38,247 | $6.85M | 0.01% | +32,976+625.6% | Added |
| GHP Investment Advisors, Inc. | 38,610 | $6.86M | 0.42% | +75+0.2% | Added |
| Aviva PLC | 39,543 | $7.08M | 0.03% | +15,835+66.8% | Added |
| Bell Asset Management Ltd | 40,066 | $7.17M | 1.18% | −38,027−48.7% | Reduced |
| Santa Monica Partners LP | 40,793 | $7.30M | 5.64% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 40,946 | $7.33M | 0.06% | −1,198−2.8% | Reduced |
| McCollum Christoferson Group LLC | 41,740 | $7.47M | 2.30% | −1,085−2.5% | Reduced |
| CI Private Wealth, LLC | 42,156 | $7.55M | 0.02% | +554+1.3% | Added |
| Addenda Capital Inc. | 42,161 | $7.58M | 0.33% | −518−1.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 43,654 | $7.82M | 0.08% | −10,726−19.7% | Reduced |
| Marks Group Wealth Management, Inc | 43,827 | $7.85M | 0.97% | −734−1.6% | Reduced |
| Standard Life Aberdeen plc | 44,491 | $7.97M | 0.02% | −1,051−2.3% | Reduced |
| Mattern Capital Management, LLC | 44,817 | $8.02M | 1.30% | +1,398+3.2% | Added |
| Comerica Bank | 45,326 | $8.12M | 0.04% | +45,326 | New |
| Running Oak Capital LLC | 45,754 | $8.19M | 2.10% | −830−1.8% | Reduced |
| Cyrus J. Lawrence, LLC | 46,202 | $8.27M | 2.27% | −73−0.2% | Reduced |
| Capital Group Private Client Services, Inc. | 46,355 | $8.30M | 0.10% | −764−1.6% | Reduced |
| Alley Investment Management Company, LLC | 46,539 | $8.33M | 1.41% | −364−0.8% | Reduced |
| BNP Paribas Arbitrage, SA | 47,613 | $8.53M | 0.02% | −16,949−26.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 47,990 | $8.59M | 0.02% | +193+0.4% | Added |
| Aptus Capital Advisors, LLC | 48,809 | $8.74M | 0.26% | +3,237+7.1% | Added |
| Vision Capital Management, Inc. | 49,077 | $8.79M | 1.62% | −1,285−2.6% | Reduced |
| Victory Capital Management Inc | 49,782 | $8.91M | 0.01% | +3,509+7.6% | Added |
| Motley Fool Asset Management LLC | 50,412 | $9.03M | 0.72% | −1,414−2.7% | Reduced |
| Commerce Bank | 51,076 | $9.15M | 0.07% | −6,006−10.5% | Reduced |
| US Bancorp | 51,620 | $9.24M | 0.02% | +1,934+3.9% | Added |