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 |
|---|---|---|---|---|---|
| Fenimore Asset Management Inc | 299,508 | $53.6M | 1.39% | +930+0.3% | Added |
| London Co of Virginia | 302,441 | $54.2M | 0.32% | −10,515−3.4% | Reduced |
| Deutsche Bank AG | 309,563 | $55.4M | 0.04% | +378+0.1% | Added |
| Ensemble Capital Management, LLC | 332,544 | $59.5M | 6.15% | −19,103−5.4% | Reduced |
| Anchor Capital Advisors LLC | 350,833 | $62.8M | 1.76% | −21,457−5.8% | Reduced |
| Schwartz Investment Counsel Inc | 374,450 | $67.0M | 2.86% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 383,206 | $67.3M | 0.11% | +2,907+0.8% | Added |
| Swiss National Bank | 379,500 | $67.9M | 0.05% | −45,500−10.7% | Reduced |
| Goldman Sachs Group Inc | 385,178 | $69.0M | 0.02% | +117,692+44.0% | Added |
| Boston Financial Mangement LLC | 391,308 | $70.1M | 2.62% | −668−0.2% | Reduced |
| Nuveen Asset Management, LLC | 391,662 | $70.1M | 0.02% | −9,508−2.4% | Reduced |
| JPMorgan Chase & Co | 392,897 | $70.3M | 0.01% | +46,460+13.4% | Added |
| Raymond James & Associates | 400,993 | $71.8M | 0.06% | −2,979−0.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 409,865 | $73.4M | 0.18% | −5,140−1.2% | Reduced |
| Rathbone Brothers plc | 439,899 | $78.8M | 0.57% | +404+0.1% | Added |
| First Trust Advisors LP | 440,025 | $78.8M | 0.09% | −15,338−3.4% | Reduced |
| CIBC Private Wealth Group, LLC | 474,866 | $85.0M | 0.20% | −61,551−11.5% | Reduced |
| Alliancebernstein L.P. | 490,823 | $87.9M | 0.04% | −3,451−0.7% | Reduced |
| Ninety One UK Ltd | 600,601 | $107.5M | 0.34% | −15,896−2.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 614,264 | $110.0M | 0.31% | −145,076−19.1% | Reduced |
| Charles Schwab Investment Management Inc | 626,908 | $112.2M | 0.03% | +10,202+1.7% | Added |
| Bank of America Corp | 675,488 | $120.9M | 0.01% | −44,408−6.2% | Reduced |
| Envestnet Asset Management Inc | 687,830 | $123.2M | 0.06% | +381,882+124.8% | Added |
| UBS Asset Management Americas Inc | 699,191 | $125.2M | 0.06% | +63,058+9.9% | Added |
| California Public Employees Retirement System | 729,354 | $130.6M | 0.11% | −13,007−1.8% | Reduced |
| Invesco Ltd. | 751,070 | $134.5M | 0.04% | −23,133−3.0% | Reduced |
| Baird Financial Group, Inc. | 766,260 | $137.2M | 0.37% | +22,742+3.1% | Added |
| Confluence Investment Management LLC | 783,864 | $140.4M | 2.17% | −18,478−2.3% | Reduced |
| Legal & General Group Plc | 809,893 | $145.0M | 0.05% | −36,637−4.3% | Reduced |
| Dimensional Fund Advisors LP | 847,294 | $151.7M | 0.05% | +7,185+0.9% | Added |
| Veritas Investment Partners (UK) Ltd. | 873,240 | $156.4M | 4.19% | −4270.0% | Reduced |
| Fayez Sarofim & Co | 881,251 | $157.8M | 0.53% | −52,830−5.7% | Reduced |
| Franklin Resources Inc | 988,962 | $177.1M | 0.09% | −167,185−14.5% | Reduced |
| Macquarie Group Ltd | 1,028,150 | $184.1M | 0.23% | −92,586−8.3% | Reduced |
| Parnassus Investments | 1,052,293 | $188.4M | 0.46% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 1,068,205 | $191.3M | 1.22% | +68,260+6.8% | Added |
| Bank of New York Mellon Corp | 1,079,124 | $193.2M | 0.04% | −22,836−2.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,129,669 | $202.3M | 0.41% | −90,482−7.4% | Reduced |
| Wells Fargo & Company | 1,288,567 | $230.7M | 0.07% | −111,846−8.0% | Reduced |
| Northern Trust Corp | 1,322,979 | $236.9M | 0.05% | +70,258+5.6% | Added |
| Stifel Financial Corp | 1,542,507 | $276.2M | 0.39% | +1,456,847+1,700.7% | Added |
| Barclays PLC | 1,580,531 | $283.0M | 0.18% | −33,017−2.0% | Reduced |
| Jensen Investment Management Inc | 1,825,339 | $326.8M | 2.58% | +43,235+2.4% | Added |
| Geode Capital Management, LLC | 2,549,374 | $455.5M | 0.05% | +51,629+2.1% | Added |
| T. Rowe Price Investment Management, Inc. | 2,801,528 | $501.6M | 0.35% | −246,539−8.1% | Reduced |
| Baillie Gifford & Co | 2,970,254 | $531.8M | 0.49% | −123,132−4.0% | Reduced |
| Janus Henderson Group PLC | 3,321,544 | $594.7M | 0.39% | +3,433+0.1% | Added |
| APG Asset Management N.V. | 3,540,577 | $633.9M | 1.30% | −94,026−2.6% | Reduced |
| Price T Rowe Associates Inc | 3,826,013 | $685.0M | 0.10% | −159,212−4.0% | Reduced |
| Capital International Investors | 3,899,513 | $698.5M | 0.18% | +187,292+5.0% | Added |
| State Street Corp | 4,604,954 | $828.1M | 0.05% | −55,221−1.2% | Reduced |
| Morgan Stanley | 5,950,818 | $1.07B | 0.11% | −948,488−13.7% | Reduced |
| BlackRock Inc. | 9,599,271 | $1.72B | 0.05% | −16,009−0.2% | Reduced |
| Vanguard Group Inc | 13,840,783 | $2.48B | 0.06% | +4,5480.0% | Added |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −128,141−100.0% | Sold out |
| AMF Pensionsforsakring AB | 0 | $0 | 0.00% | −11,200−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −10,600−100.0% | Sold out |
| Linden Thomas Advisory Services, LLC | 0 | $0 | 0.00% | −8,831−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −6,389−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −5,727−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −5,338−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −4,312−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −4,092−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −3,255−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −3,042−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −2,840−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −2,735−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −2,273−100.0% | Sold out |
| Americana Partners, LLC | 0 | $0 | 0.00% | −2,250−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −2,207−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −1,911−100.0% | Sold out |
| Jmac Enterprises LLC | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −1,596−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −1,537−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −1,438−100.0% | Sold out |
| Peapack Gladstone Financial Corp | 0 | $0 | 0.00% | −1,320−100.0% | Sold out |
| Patron Partners Advisors, LLC | 0 | $0 | 0.00% | −1,278−100.0% | Sold out |
| David Loasby | 0 | $0 | 0.00% | −1,241−100.0% | Sold out |
| First PREMIER Bank | 0 | $0 | 0.00% | −195−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −153−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −134−100.0% | Sold out |
| PCA Investment Advisory Services Inc. | 0 | $0 | 0.00% | −128−100.0% | Sold out |
| Gables Capital Management Inc. | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Sittner & Nelson, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| JNBA Financial Advisors | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| AllSquare Wealth Management LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Vigilant Capital Management, LLC | – | – | – | – | Not filed |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| Efg Capital International Corp. | – | – | – | – | Not filed |
| Tiaa, FSB | – | – | – | – | Not filed |
| Lumature Wealth Partners, LLC | – | – | – | – | Not filed |
| First Command Bank | – | – | – | – | Not filed |
| First Command Financial Services, Inc. | – | – | – | – | Not filed |
| BerganKDV Wealth Management, LLC | – | – | – | – | Not filed |
| Endurance Wealth Management, Inc. | – | – | – | – | Not filed |