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 |
|---|---|---|---|---|---|
| Nicholas Company, Inc. | 92,895 | $16.6M | 0.33% | −300.0% | Reduced |
| Congress Asset Management Co | 91,483 | $16.4M | 0.14% | +102+0.1% | Added |
| Great West Life Assurance Co | 91,036 | $16.3M | 0.04% | +10,668+13.3% | Added |
| Citigroup Inc | 90,810 | $16.3M | 0.02% | −14,689−13.9% | Reduced |
| Natixis Advisors, L.P. | 88,803 | $15.9M | 0.05% | −9,349−9.5% | Reduced |
| Susquehanna International Group, LLP | 88,641 | $15.9M | 0.02% | +8,127+10.1% | Added |
| Russell Investments Group, Ltd. | 86,773 | $15.6M | 0.03% | −1,346−1.5% | Reduced |
| Bank of Montreal | 82,237 | $15.2M | 0.01% | +8,945+12.2% | Added |
| Manufacturers Life Insurance Company, The | 81,687 | $14.6M | 0.01% | −2,438−2.9% | Reduced |
| Diamond Hill Capital Management Inc | 79,965 | $14.3M | 0.07% | −1,263−1.6% | Reduced |
| Kelly Lawrence W & Associates Inc | 78,710 | $14.1M | 3.78% | −805−1.0% | Reduced |
| First National Bank of Omaha | 78,485 | $14.1M | 0.91% | −6,287−7.4% | Reduced |
| Walter Public Investments Inc. | 77,553 | $13.9M | 3.29% | −8,511−9.9% | Reduced |
| Congress Wealth Management LLC | 76,845 | $13.8M | 0.28% | +1,089+1.4% | Added |
| Core Alternative Capital | 76,718 | $13.7M | 2.12% | −5,494−6.7% | Reduced |
| Teacher Retirement System of Texas | 72,682 | $13.0M | 0.09% | +63,783+716.7% | Added |
| Voya Investment Management LLC | 72,108 | $12.9M | 0.01% | −2,208−3.0% | Reduced |
| Truist Financial Corp | 72,017 | $12.9M | 0.02% | −4,061−5.3% | Reduced |
| Advisor Group Holdings, Inc. | 71,240 | $12.7M | 0.02% | +18,481+35.0% | Added |
| Crossmark Global Holdings, Inc. | 69,591 | $12.6M | 0.29% | −857−1.2% | Reduced |
| State of Wisconsin Investment Board | 70,316 | $12.6M | 0.04% | +3,086+4.6% | Added |
| Public Employees Retirement System of Ohio | 68,828 | $12.3M | 0.06% | −5,360−7.2% | Reduced |
| FMR LLC | 67,216 | $12.0M | 0.00% | +2,544+3.9% | Added |
| KBC Group NV | 66,394 | $11.9M | 0.05% | −2,638−3.8% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 66,393 | $11.9M | 0.05% | −1,478−2.2% | Reduced |
| Washington Trust Co | 65,950 | $11.8M | 0.52% | −572−0.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 65,460 | $11.7M | 0.03% | +23,585+56.3% | Added |
| The PNC Financial Services Group, Inc. | 64,126 | $11.5M | 0.01% | −786−1.2% | Reduced |
| State of New Jersey Common Pension Fund D | 63,607 | $11.4M | 0.04% | 00.0% | Unchanged |
| 1623 Capital LLC | 63,400 | $11.4M | 7.44% | +200+0.3% | Added |
| McRae Capital Management Inc | 62,924 | $11.3M | 3.34% | −630−1.0% | Reduced |
| Advisors Asset Management, Inc. | 62,515 | $11.2M | 0.24% | −710−1.1% | Reduced |
| Pictet Asset Management Holding SA | 62,389 | $11.2M | 0.01% | +62,389 | New |
| Manning & Napier Group, LLC | 59,699 | $10.7M | 0.13% | −3,792−6.0% | Reduced |
| Toronto Dominion Bank | 59,407 | $10.6M | 0.02% | +7,088+13.5% | Added |
| Ensign Peak Advisors, Inc | 59,177 | $10.6M | 0.02% | +13,410+29.3% | Added |
| Colony Group LLC | 58,240 | $10.4M | 0.16% | −3,510−5.7% | Reduced |
| Forsta Ap-Fonden | 56,900 | $10.2M | 0.11% | +29,800+110.0% | Added |
| Andra AP-fonden | 56,500 | $10.1M | 0.60% | +21,300+60.5% | Added |
| Mn Services Vermogensbeheer B.V. | 56,030 | $10.0M | 0.10% | 00.0% | Unchanged |
| Korea Investment CORP | 55,878 | $10.0M | 0.03% | +15,601+38.7% | Added |
| FIL Ltd | 55,461 | $9.93M | 0.01% | −65,000−54.0% | Reduced |
| Squarepoint Ops LLC | 55,255 | $9.89M | 0.05% | +50,734+1,122.2% | Added |
| Southernsun Asset Management, LLC | 55,080 | $9.86M | 1.16% | −960−1.7% | Reduced |
| Swiss Life Asset Management Ltd | 54,972 | $9.84M | 0.15% | +3,574+7.0% | Added |
| Treasurer of the State of North Carolina | 54,618 | $9.78M | 0.05% | +1,756+3.3% | Added |
| Handelsbanken Fonder AB | 53,612 | $9.60M | 0.05% | −2,349−4.2% | Reduced |
| State of Tennessee, Treasury Department | 53,266 | $9.54M | 0.04% | +12,055+29.3% | Added |
| FineMark National Bank & Trust | 53,152 | $9.52M | 0.41% | −292−0.5% | Reduced |
| DekaBank Deutsche Girozentrale | 52,380 | $9.48M | 0.02% | −12,214−18.9% | Reduced |
| Asset Management One Co.,Ltd. | 52,796 | $9.45M | 0.04% | +3,335+6.7% | Added |
| ProShare Advisors LLC | 52,292 | $9.36M | 0.03% | +2,297+4.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 52,008 | $9.31M | 0.02% | −588−1.1% | Reduced |
| Royal London Asset Management Ltd | 51,846 | $9.29M | 0.03% | +2,221+4.5% | Added |
| US Bancorp | 51,620 | $9.24M | 0.02% | +1,934+3.9% | Added |
| Commerce Bank | 51,076 | $9.15M | 0.07% | −6,006−10.5% | Reduced |
| Motley Fool Asset Management LLC | 50,412 | $9.03M | 0.72% | −1,414−2.7% | Reduced |
| Victory Capital Management Inc | 49,782 | $8.91M | 0.01% | +3,509+7.6% | Added |
| Vision Capital Management, Inc. | 49,077 | $8.79M | 1.62% | −1,285−2.6% | Reduced |
| Aptus Capital Advisors, LLC | 48,809 | $8.74M | 0.26% | +3,237+7.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 47,990 | $8.59M | 0.02% | +193+0.4% | Added |
| BNP Paribas Arbitrage, SA | 47,613 | $8.53M | 0.02% | −16,949−26.3% | Reduced |
| Alley Investment Management Company, LLC | 46,539 | $8.33M | 1.41% | −364−0.8% | Reduced |
| Capital Group Private Client Services, Inc. | 46,355 | $8.30M | 0.10% | −764−1.6% | Reduced |
| Cyrus J. Lawrence, LLC | 46,202 | $8.27M | 2.27% | −73−0.2% | Reduced |
| Running Oak Capital LLC | 45,754 | $8.19M | 2.10% | −830−1.8% | Reduced |
| Comerica Bank | 45,326 | $8.12M | 0.04% | +45,326 | New |
| Mattern Capital Management, LLC | 44,817 | $8.02M | 1.30% | +1,398+3.2% | Added |
| Standard Life Aberdeen plc | 44,491 | $7.97M | 0.02% | −1,051−2.3% | Reduced |
| Marks Group Wealth Management, Inc | 43,827 | $7.85M | 0.97% | −734−1.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 43,654 | $7.82M | 0.08% | −10,726−19.7% | Reduced |
| Addenda Capital Inc. | 42,161 | $7.58M | 0.33% | −518−1.2% | Reduced |
| CI Private Wealth, LLC | 42,156 | $7.55M | 0.02% | +554+1.3% | Added |
| McCollum Christoferson Group LLC | 41,740 | $7.47M | 2.30% | −1,085−2.5% | Reduced |
| Nisa Investment Advisors, LLC | 40,946 | $7.33M | 0.06% | −1,198−2.8% | Reduced |
| Santa Monica Partners LP | 40,793 | $7.30M | 5.64% | 00.0% | Unchanged |
| Bell Asset Management Ltd | 40,066 | $7.17M | 1.18% | −38,027−48.7% | Reduced |
| Aviva PLC | 39,543 | $7.08M | 0.03% | +15,835+66.8% | Added |
| GHP Investment Advisors, Inc. | 38,610 | $6.86M | 0.42% | +75+0.2% | Added |
| Jane Street Group, LLC | 38,247 | $6.85M | 0.01% | +32,976+625.6% | Added |
| Jump Financial, LLC | 37,537 | $6.72M | 0.25% | +25,275+206.1% | Added |
| Palmer Knight Co | 36,528 | $6.54M | 4.39% | +10.0% | Added |
| Logan Capital Management Inc | 36,486 | $6.53M | 0.33% | −24,689−40.4% | Reduced |
| Independent Advisor Alliance | 36,206 | $6.48M | 0.29% | −7,860−17.8% | Reduced |
| Geneos Wealth Management Inc. | 36,049 | $6.45M | 0.33% | +170.0% | Added |
| Transform Wealth, LLC | 35,691 | $6.42M | 0.68% | +35,691 | New |
| American Money Management, LLC | 35,730 | $6.40M | 1.63% | −198−0.6% | Reduced |
| O'Brien Greene & Co. Inc | 34,294 | $6.14M | 2.25% | −886−2.5% | Reduced |
| MML Investors Services, LLC | 34,221 | $6.13M | 0.03% | +1,566+4.8% | Added |
| Shell Asset Management Co | 33,697 | $6.03M | 0.25% | −590−1.7% | Reduced |
| MetLife Investment Management | 33,275 | $5.96M | 0.05% | −733−2.2% | Reduced |
| National Bank of Canada | 33,613 | $5.95M | 0.01% | +5,222+18.4% | Added |
| Captrust Financial Advisors | 32,598 | $5.84M | 0.02% | +42+0.1% | Added |
| American International Group, Inc. | 32,529 | $5.82M | 0.04% | −690−2.1% | Reduced |
| Commonwealth Equity Services, LLC | 32,485 | $5.82M | 0.01% | −250−0.8% | Reduced |
| State of Michigan Retirement System | 32,360 | $5.79M | 0.04% | −100−0.3% | Reduced |
| Arizona State Retirement System | 32,187 | $5.76M | 0.05% | +68+0.2% | Added |
| Blair William & Co | 31,959 | $5.72M | 0.02% | −554−1.7% | Reduced |
| Northstar Group, Inc. | 31,781 | $5.69M | 1.35% | +86+0.3% | Added |
| Amalgamated Bank | 31,404 | $5.62M | 0.05% | +80.0% | Added |