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 |
|---|---|---|---|---|---|
| Royal London Asset Management Ltd | 51,846 | $9.29M | 0.03% | +2,221+4.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 52,008 | $9.31M | 0.02% | −588−1.1% | Reduced |
| ProShare Advisors LLC | 52,292 | $9.36M | 0.03% | +2,297+4.6% | Added |
| Asset Management One Co.,Ltd. | 52,796 | $9.45M | 0.04% | +3,335+6.7% | Added |
| DekaBank Deutsche Girozentrale | 52,380 | $9.48M | 0.02% | −12,214−18.9% | Reduced |
| FineMark National Bank & Trust | 53,152 | $9.52M | 0.41% | −292−0.5% | Reduced |
| State of Tennessee, Treasury Department | 53,266 | $9.54M | 0.04% | +12,055+29.3% | Added |
| Handelsbanken Fonder AB | 53,612 | $9.60M | 0.05% | −2,349−4.2% | Reduced |
| Treasurer of the State of North Carolina | 54,618 | $9.78M | 0.05% | +1,756+3.3% | Added |
| Swiss Life Asset Management Ltd | 54,972 | $9.84M | 0.15% | +3,574+7.0% | Added |
| Southernsun Asset Management, LLC | 55,080 | $9.86M | 1.16% | −960−1.7% | Reduced |
| Squarepoint Ops LLC | 55,255 | $9.89M | 0.05% | +50,734+1,122.2% | Added |
| FIL Ltd | 55,461 | $9.93M | 0.01% | −65,000−54.0% | Reduced |
| Korea Investment CORP | 55,878 | $10.0M | 0.03% | +15,601+38.7% | Added |
| Mn Services Vermogensbeheer B.V. | 56,030 | $10.0M | 0.10% | 00.0% | Unchanged |
| Andra AP-fonden | 56,500 | $10.1M | 0.60% | +21,300+60.5% | Added |
| Forsta Ap-Fonden | 56,900 | $10.2M | 0.11% | +29,800+110.0% | Added |
| Colony Group LLC | 58,240 | $10.4M | 0.16% | −3,510−5.7% | Reduced |
| Ensign Peak Advisors, Inc | 59,177 | $10.6M | 0.02% | +13,410+29.3% | Added |
| Toronto Dominion Bank | 59,407 | $10.6M | 0.02% | +7,088+13.5% | Added |
| Manning & Napier Group, LLC | 59,699 | $10.7M | 0.13% | −3,792−6.0% | Reduced |
| Pictet Asset Management Holding SA | 62,389 | $11.2M | 0.01% | +62,389 | New |
| Advisors Asset Management, Inc. | 62,515 | $11.2M | 0.24% | −710−1.1% | Reduced |
| McRae Capital Management Inc | 62,924 | $11.3M | 3.34% | −630−1.0% | Reduced |
| 1623 Capital LLC | 63,400 | $11.4M | 7.44% | +200+0.3% | Added |
| State of New Jersey Common Pension Fund D | 63,607 | $11.4M | 0.04% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 64,126 | $11.5M | 0.01% | −786−1.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 65,460 | $11.7M | 0.03% | +23,585+56.3% | Added |
| Washington Trust Co | 65,950 | $11.8M | 0.52% | −572−0.9% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 66,393 | $11.9M | 0.05% | −1,478−2.2% | Reduced |
| KBC Group NV | 66,394 | $11.9M | 0.05% | −2,638−3.8% | Reduced |
| FMR LLC | 67,216 | $12.0M | 0.00% | +2,544+3.9% | Added |
| Public Employees Retirement System of Ohio | 68,828 | $12.3M | 0.06% | −5,360−7.2% | Reduced |
| State of Wisconsin Investment Board | 70,316 | $12.6M | 0.04% | +3,086+4.6% | Added |
| Crossmark Global Holdings, Inc. | 69,591 | $12.6M | 0.29% | −857−1.2% | Reduced |
| Advisor Group Holdings, Inc. | 71,240 | $12.7M | 0.02% | +18,481+35.0% | Added |
| Truist Financial Corp | 72,017 | $12.9M | 0.02% | −4,061−5.3% | Reduced |
| Voya Investment Management LLC | 72,108 | $12.9M | 0.01% | −2,208−3.0% | Reduced |
| Teacher Retirement System of Texas | 72,682 | $13.0M | 0.09% | +63,783+716.7% | Added |
| Core Alternative Capital | 76,718 | $13.7M | 2.12% | −5,494−6.7% | Reduced |
| Congress Wealth Management LLC | 76,845 | $13.8M | 0.28% | +1,089+1.4% | Added |
| Walter Public Investments Inc. | 77,553 | $13.9M | 3.29% | −8,511−9.9% | Reduced |
| First National Bank of Omaha | 78,485 | $14.1M | 0.91% | −6,287−7.4% | Reduced |
| Kelly Lawrence W & Associates Inc | 78,710 | $14.1M | 3.78% | −805−1.0% | Reduced |
| Diamond Hill Capital Management Inc | 79,965 | $14.3M | 0.07% | −1,263−1.6% | Reduced |
| Manufacturers Life Insurance Company, The | 81,687 | $14.6M | 0.01% | −2,438−2.9% | Reduced |
| Bank of Montreal | 82,237 | $15.2M | 0.01% | +8,945+12.2% | Added |
| Russell Investments Group, Ltd. | 86,773 | $15.6M | 0.03% | −1,346−1.5% | Reduced |
| Susquehanna International Group, LLP | 88,641 | $15.9M | 0.02% | +8,127+10.1% | Added |
| Natixis Advisors, L.P. | 88,803 | $15.9M | 0.05% | −9,349−9.5% | Reduced |
| Citigroup Inc | 90,810 | $16.3M | 0.02% | −14,689−13.9% | Reduced |
| Great West Life Assurance Co | 91,036 | $16.3M | 0.04% | +10,668+13.3% | Added |
| Congress Asset Management Co | 91,483 | $16.4M | 0.14% | +102+0.1% | Added |
| Nicholas Company, Inc. | 92,895 | $16.6M | 0.33% | −300.0% | Reduced |
| Morningstar Investment Services LLC | 96,974 | $17.6M | 0.22% | +1,105+1.2% | Added |
| Gradient Investments LLC | 101,549 | $18.2M | 0.48% | −3,801−3.6% | Reduced |
| Wendell David Associates Inc | 103,878 | $18.6M | 2.19% | −2,102−2.0% | Reduced |
| Prudential Financial Inc | 105,214 | $18.8M | 0.03% | −1,306−1.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 108,855 | $19.5M | 0.09% | +67,006+160.1% | Added |
| HighTower Advisors, LLC | 110,691 | $19.8M | 0.04% | +83,546+307.8% | Added |
| New York State Teachers Retirement System | 111,473 | $20.0M | 0.05% | −955−0.8% | Reduced |
| Bath Savings Trust Co | 112,528 | $20.1M | 2.48% | +585+0.5% | Added |
| Storebrand Asset Management AS | 112,856 | $20.2M | 0.10% | −578−0.5% | Reduced |
| Alta Capital Management LLC | 116,773 | $20.9M | 1.51% | −1,583−1.3% | Reduced |
| Adage Capital Partners GP, L.L.C. | 117,400 | $21.0M | 0.05% | −100−0.1% | Reduced |
| Man Group plc | – | $21.4M | 0.07% | – | – |
| State Board of Administration of Florida Retirement System | 119,798 | $21.4M | 0.05% | −3,790−3.1% | Reduced |
| Millennium Management LLC | 120,560 | $21.6M | 0.02% | −314,865−72.3% | Reduced |
| Motley Fool Wealth Management, LLC | 125,251 | $22.4M | 1.30% | −2,265−1.8% | Reduced |
| Boston Private Wealth LLC | 125,482 | $22.5M | 0.49% | −9,954−7.3% | Reduced |
| Geneva Capital Management LLC | 128,042 | $22.9M | 0.48% | −4,533−3.4% | Reduced |
| Norges Bank | 128,595 | $23.0M | 0.00% | +22,638+21.4% | Added |
| Douglas Lane & Associates, LLC | 131,399 | $23.5M | 0.39% | −19,374−12.8% | Reduced |
| Public Employees Retirement Association of Colorado | 133,909 | $24.0M | 0.12% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 134,900 | $24.2M | 0.04% | +38,500+39.9% | Added |
| New York State Common Retirement Fund | 136,817 | $24.5M | 0.04% | −34,715−20.2% | Reduced |
| Dearborn Partners LLC | 139,336 | $24.9M | 0.98% | −761−0.5% | Reduced |
| Ameriprise Financial Inc | 144,308 | $25.9M | 0.01% | −13,617−8.6% | Reduced |
| Principal Financial Group Inc | 145,751 | $26.1M | 0.02% | +4,643+3.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 156,027 | $27.9M | 0.42% | −15,233−8.9% | Reduced |
| Premier Fund Managers Ltd | 170,000 | $30.8M | 1.45% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 172,023 | $30.8M | 0.34% | −2,469−1.4% | Reduced |
| UBS Group AG | 172,297 | $30.8M | 0.01% | −26,983−13.5% | Reduced |
| National Pension Service | 180,097 | $32.8M | 0.05% | −10,115−5.3% | Reduced |
| Credit Suisse AG | 185,817 | $33.3M | 0.03% | +9,297+5.3% | Added |
| California State Teachers Retirement System | 188,924 | $33.8M | 0.05% | −6,135−3.1% | Reduced |
| Royal Bank of Canada | 189,007 | $33.8M | 0.01% | −100−0.1% | Reduced |
| Copeland Capital Management, LLC | 194,246 | $34.8M | 0.75% | +1,972+1.0% | Added |
| Boston Trust Walden Corp | 209,790 | $37.6M | 0.31% | −71,358−25.4% | Reduced |
| LPL Financial LLC | 236,751 | $42.4M | 0.03% | +8,490+3.7% | Added |
| TD Asset Management Inc | 240,999 | $43.2M | 0.05% | −12,534−4.9% | Reduced |
| GW&K Investment Management, LLC | 245,005 | $43.9M | 0.44% | −53,249−17.9% | Reduced |
| HSBC Holdings PLC | 246,256 | $44.1M | 0.05% | +1020.0% | Added |
| Rhumbline Advisers | 249,031 | $44.6M | 0.05% | +1,792+0.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 281,762 | $50.4M | 0.04% | −4,962−1.7% | Reduced |
| Earnest Partners LLC | 288,637 | $51.7M | 0.30% | +3,228+1.1% | Added |
| King Luther Capital Management Corp | 289,193 | $51.8M | 0.27% | −4,993−1.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 296,862 | $53.1M | 0.59% | +4,165+1.4% | Added |
| Amundi | 300,197 | $53.3M | 0.03% | +32,707+12.2% | Added |
| Select Equity Group, L.P. | 298,835 | $53.5M | 0.22% | −163,839−35.4% | Reduced |