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 |
|---|---|---|---|---|---|
| Institutional & Family Asset Management, LLC | 31,075 | $5.56M | 0.91% | −200−0.6% | Reduced |
| Great Lakes Advisors, LLC | 30,833 | $5.52M | 0.05% | +140.0% | Added |
| Nomura Asset Management Co Ltd | 30,333 | $5.43M | 0.03% | +1,020+3.5% | Added |
| Fifth Third Bancorp | 29,909 | $5.36M | 0.02% | −224−0.7% | Reduced |
| Brady Family Wealth, LLC | 29,418 | $5.27M | 2.04% | −728−2.4% | Reduced |
| AXA S.A. | 29,125 | $5.21M | 0.02% | +11,214+62.6% | Added |
| Flputnam Investment Management Co | 28,818 | $5.16M | 0.14% | +797+2.8% | Added |
| DnB Asset Management AS | 28,478 | $5.10M | 0.03% | −43−0.2% | Reduced |
| Aureus Asset Management, LLC | 28,011 | $5.02M | 0.40% | +1,820+6.9% | Added |
| Brown Advisory Inc | 27,388 | $4.90M | 0.01% | −158−0.6% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 27,142 | $4.86M | 0.06% | −11,000−28.8% | Reduced |
| Zevenbergen Capital Investments LLC | 27,000 | $4.83M | 0.12% | +7,500+38.5% | Added |
| Brown Capital Management LLC | 26,884 | $4.81M | 0.07% | −533−1.9% | Reduced |
| Retirement Systems of Alabama | 26,707 | $4.78M | 0.02% | −107−0.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 26,678 | $4.78M | 0.08% | −897−3.3% | Reduced |
| Kestra Private Wealth Services, LLC | 26,638 | $4.77M | 0.15% | +1,401+5.6% | Added |
| STRS Ohio | 26,500 | $4.74M | 0.02% | −6,000−18.5% | Reduced |
| Buffington Mohr McNeal | 26,485 | $4.74M | 1.08% | −117−0.4% | Reduced |
| Brasada Capital Management, LP | 25,904 | $4.71M | 1.10% | +1,297+5.3% | Added |
| Marshall Wace, LLP | 25,955 | $4.65M | 0.01% | +25,955 | New |
| Greenleaf Trust | 25,820 | $4.62M | 0.05% | −2,168−7.7% | Reduced |
| Xponance, Inc. | 25,471 | $4.56M | 0.06% | +167+0.7% | Added |
| Varma Mutual Pension Insurance Co | 25,000 | $4.48M | 0.05% | +3,000+13.6% | Added |
| Texas Permanent School Fund | 24,401 | $4.37M | 0.04% | +657+2.8% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 24,009 | $4.30M | 0.03% | +381+1.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 23,750 | $4.25M | 0.04% | +3,174+15.4% | Added |
| Capital International Inc | 23,537 | $4.21M | 0.08% | +245+1.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 23,425 | $4.19M | 0.01% | −206,037−89.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 22,968 | $4.11M | 0.02% | +22,968 | New |
| Parsons Capital Management Inc | 22,619 | $4.05M | 0.32% | −39−0.2% | Reduced |
| Cubist Systematic Strategies, LLC | 22,525 | $4.03M | 0.05% | +22,525 | New |
| IFM Investors Pty Ltd | 22,287 | $3.99M | 0.05% | −4,205−15.9% | Reduced |
| Hamilton Point Investment Advisors, LLC | 22,073 | $3.97M | 0.98% | −20,054−47.6% | Reduced |
| First Hawaiian Bank | 22,090 | $3.96M | 0.13% | −911−4.0% | Reduced |
| Gotham Asset Management, LLC | 21,357 | $3.82M | 0.08% | +13,621+176.1% | Added |
| Suncoast Equity Management | 21,240 | $3.80M | 0.57% | +1,985+10.3% | Added |
| Middleton & Co Inc | 21,078 | $3.77M | 0.52% | −995−4.5% | Reduced |
| Security National Bank | 20,749 | $3.76M | 1.05% | +15+0.1% | Added |
| Mariner, LLC | 20,950 | $3.75M | 0.01% | +1,845+9.7% | Added |
| Canada Pension Plan Investment Board | 20,683 | $3.70M | 0.01% | 00.0% | Unchanged |
| Woodline Partners LP | 20,674 | $3.70M | 0.04% | +14,255+222.1% | Added |
| Czech National Bank | 20,644 | $3.70M | 0.06% | +6,678+47.8% | Added |
| Cynosure Management, LLC | 20,392 | $3.65M | 1.12% | −229−1.1% | Reduced |
| Utah Retirement Systems | 20,191 | $3.62M | 0.05% | +100+0.5% | Added |
| USS Investment Management Ltd | 20,033 | $3.59M | 0.04% | +1,695+9.2% | Added |
| Swedbank AB | 19,860 | $3.56M | 0.01% | +9,969+100.8% | Added |
| M&T Bank Corp | 19,853 | $3.56M | 0.01% | −1,164−5.5% | Reduced |
| Burney Co | 19,712 | $3.53M | 0.17% | +145+0.7% | Added |
| TownSquare Capital, LLC | 19,586 | $3.51M | 0.06% | −1,337−6.4% | Reduced |
| WSFS Capital Management, LLC | 19,573 | $3.50M | 0.23% | −135−0.7% | Reduced |
| Tredje AP-fonden | 19,473 | $3.49M | 0.05% | −1,770−8.3% | Reduced |
| Creative Planning | 19,446 | $3.48M | 0.00% | −197−1.0% | Reduced |
| AdvisorShares Investments LLC | 19,376 | $3.47M | 0.93% | +1,120+6.1% | Added |
| Brinker Capital Investments, LLC | 19,090 | $3.42M | 0.04% | −1,502−7.3% | Reduced |
| Orion Portfolio Solutions, LLC | 19,090 | $3.42M | 0.04% | −1,502−7.3% | Reduced |
| Holocene Advisors, LP | 19,038 | $3.41M | 0.02% | −32,583−63.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 18,926 | $3.39M | 0.13% | +1,439+8.2% | Added |
| Griffin Asset Management, Inc. | 18,920 | $3.39M | 0.48% | −444−2.3% | Reduced |
| Janney Montgomery Scott LLC | 18,754 | $3.36M | 0.01% | −1,085−5.5% | Reduced |
| Atria Investments LLC | 18,636 | $3.34M | 0.06% | +811+4.5% | Added |
| AQR Capital Management LLC | 18,463 | $3.31M | 0.01% | −4,036−17.9% | Reduced |
| New York Life Investment Management LLC | 18,392 | $3.29M | 0.04% | −90−0.5% | Reduced |
| Intrust Bank NA | 18,351 | $3.29M | 0.42% | −1,415−7.2% | Reduced |
| Garrison Asset Management, LLC | 18,198 | $3.26M | 1.99% | −203−1.1% | Reduced |
| Achmea Investment Management B.V. | 17,980 | $3.22M | 0.07% | −365−2.0% | Reduced |
| Ethic Inc. | 17,818 | $3.19M | 0.11% | +2,031+12.9% | Added |
| SEI Investments Co | 17,789 | $3.19M | 0.01% | +185+1.1% | Added |
| GWM Advisors LLC | 17,690 | $3.17M | 0.03% | +7,203+68.7% | Added |
| Panagora Asset Management Inc | 17,567 | $3.15M | 0.02% | −4,650−20.9% | Reduced |
| Long Road Investment Counsel, LLC | 17,450 | $3.12M | 1.52% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 17,231 | $3.09M | 0.01% | −80−0.5% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 17,000 | $3.04M | 0.16% | −11,000−39.3% | Reduced |
| Schroder Investment Management Group | 16,896 | $3.03M | 0.00% | −3,065−15.4% | Reduced |
| Yousif Capital Management, LLC | 16,826 | $3.01M | 0.04% | −546−3.1% | Reduced |
| Advisory Services Network, LLC | 16,654 | $2.98M | 0.08% | −596−3.5% | Reduced |
| Mutual of America Capital Management LLC | 16,533 | $2.96M | 0.04% | −441−2.6% | Reduced |
| Gateway Investment Advisers LLC | 16,490 | $2.95M | 0.04% | −49−0.3% | Reduced |
| Stratos Wealth Partners, LTD. | 16,334 | $2.92M | 0.06% | +933+6.1% | Added |
| American Century Companies Inc | 16,128 | $2.89M | 0.00% | +2,882+21.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 16,102 | $2.88M | 0.01% | +13,993+663.5% | Added |
| Teza Capital Management LLC | 16,090 | $2.88M | 0.47% | +11,529+252.8% | Added |
| Occidental Asset Management, LLC | 15,233 | $2.73M | 0.63% | +175+1.2% | Added |
| Sugarloaf Wealth Management, LLC | 15,201 | $2.72M | 0.69% | −2,297−13.1% | Reduced |
| Allianz Asset Management GmbH | 15,155 | $2.71M | 0.01% | −191−1.2% | Reduced |
| ING Groep NV | 14,829 | $2.66M | 0.02% | +14,829 | New |
| Daiwa Securities Group Inc. | 14,760 | $2.64M | 0.02% | +798+5.7% | Added |
| Princeton Global Asset Management LLC | 14,708 | $2.63M | 0.75% | +21+0.1% | Added |
| Toroso Investments, LLC | 14,623 | $2.62M | 0.08% | +2,332+19.0% | Added |
| Citadel Advisors LLC | 14,565 | $2.61M | 0.00% | −7,626−34.4% | Reduced |
| Appleton Partners Inc | 14,463 | $2.59M | 0.23% | −1,294−8.2% | Reduced |
| First National Trust Co | 14,362 | $2.57M | 0.12% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 14,131 | $2.53M | 0.02% | +3,459+32.4% | Added |
| State of Alaska, Department of Revenue | 14,066 | $2.52M | 0.03% | −575−3.9% | Reduced |
| SYSTM Wealth Solutions LLC | 13,976 | $2.50M | 0.38% | −798−5.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 13,837 | $2.48M | 0.04% | +218+1.6% | Added |
| HBK Sorce Advisory LLC | 13,695 | $2.45M | 0.11% | +97+0.7% | Added |
| Fruth Investment Management | 13,530 | $2.42M | 0.72% | −832−5.8% | Reduced |
| First Republic Investment Management, Inc. | 13,500 | $2.42M | 0.01% | −88−0.6% | Reduced |
| Engineers Gate Manager LP | 13,328 | $2.39M | 0.09% | +4,395+49.2% | Added |
| Oppenheimer Asset Management Inc. | 13,241 | $2.37M | 0.04% | −165−1.2% | Reduced |