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 |
|---|---|---|---|---|---|
| Zions Bancorporation, N.A. | 13,178 | $2.36M | 0.21% | +2,388+22.1% | Added |
| R.m.sincerbeaux Capital Management LLC | 12,900 | $2.31M | 1.76% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 12,700 | $2.27M | 0.02% | +465+3.8% | Added |
| Whittier Trust Co | 12,643 | $2.26M | 0.04% | +13+0.1% | Added |
| Schechter Investment Advisors, LLC | 12,628 | $2.26M | 0.22% | −779−5.8% | Reduced |
| Public Sector Pension Investment Board | 12,621 | $2.26M | 0.02% | +1,377+12.2% | Added |
| Bleakley Financial Group, LLC | 12,146 | $2.17M | 0.08% | +1,715+16.4% | Added |
| Sawtooth Solutions, LLC | 12,146 | $2.17M | 0.07% | +1,846+17.9% | Added |
| Twin Tree Management, LP | 11,747 | $2.10M | 0.07% | +11,747 | New |
| Cambridge Investment Research Advisors, Inc. | 11,633 | $2.08M | 0.01% | +69+0.6% | Added |
| Coldstream Capital Management Inc | 11,571 | $2.07M | 0.07% | −66−0.6% | Reduced |
| Dean Investment Associates, LLC | 11,345 | $2.03M | 0.33% | +1,084+10.6% | Added |
| Mercer Global Advisors Inc | 11,283 | $2.02M | 0.01% | +1,512+15.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 11,277 | $2.02M | 0.03% | −172−1.5% | Reduced |
| Henshaw Capital LLC | 11,231 | $2.01M | 0.12% | +50+0.4% | Added |
| Mraz, Amerine & Associates, Inc. | 11,168 | $2.00M | 0.45% | −194−1.7% | Reduced |
| Nordea Investment Management AB | 10,938 | $1.99M | 0.00% | +3,530+47.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,062 | $1.98M | 0.03% | +106+1.0% | Added |
| Siemens Fonds Invest GmbH | 10,939 | $1.96M | 0.20% | −1,474−11.9% | Reduced |
| Bank of Nova Scotia | 10,939 | $1.96M | 0.01% | +1,512+16.0% | Added |
| Atlas Private Wealth Management | 10,918 | $1.95M | 1.05% | +439+4.2% | Added |
| Rockefeller Capital Management L.P. | 10,879 | $1.95M | 0.01% | −770−6.6% | Reduced |
| Lantz Financial LLC | 10,860 | $1.94M | 0.77% | −326−2.9% | Reduced |
| Gulf International Bank (UK) Ltd | 10,787 | $1.93M | 0.05% | −916−7.8% | Reduced |
| British Columbia Investment Management Corp | 10,722 | $1.92M | 0.02% | +113+1.1% | Added |
| Roundview Capital LLC | 10,580 | $1.89M | 0.19% | +174+1.7% | Added |
| Teachers Retirement System of the State of Kentucky | 10,576 | $1.89M | 0.02% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 10,562 | $1.89M | 0.48% | −892−7.8% | Reduced |
| Regions Financial Corp | 10,431 | $1.87M | 0.02% | −245−2.3% | Reduced |
| Wimmer Associates 1, LLC | 10,366 | $1.86M | 1.16% | +219+2.2% | Added |
| Guardian Wealth Advisors, LLC | 10,317 | $1.86M | 0.32% | +238+2.4% | Added |
| Strengthening Families & Communities, LLC | 10,343 | $1.85M | 0.80% | +469+4.7% | Added |
| Leavell Investment Management, Inc. | 10,175 | $1.83M | 0.13% | −50−0.5% | Reduced |
| Pinnacle Associates Ltd | 10,193 | $1.83M | 0.03% | +166+1.7% | Added |
| Intech Investment Management LLC | 10,132 | $1.81M | 0.03% | −22,623−69.1% | Reduced |
| Quantinno Capital Management LP | 10,029 | $1.80M | 0.08% | +10,029 | New |
| Candriam Luxembourg S.C.A. | 9,985 | $1.79M | 0.01% | −2,560−20.4% | Reduced |
| Northwest Investment Counselors, LLC | 9,603 | $1.72M | 0.48% | −30−0.3% | Reduced |
| Graham Capital Management, L.P. | 9,579 | $1.72M | 0.05% | +9,579 | New |
| Kentucky Retirement Systems | 9,412 | $1.69M | 0.06% | −74−0.8% | Reduced |
| Rafferty Asset Management, LLC | 9,392 | $1.68M | 0.01% | +858+10.1% | Added |
| Ossiam | 9,314 | $1.67M | 0.03% | +1,356+17.0% | Added |
| Legacy Advisors, LLC | 9,225 | $1.66M | 0.27% | +1,188+14.8% | Added |
| Oregon Public Employees Retirement Fund | 9,105 | $1.63M | 0.02% | −32−0.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 9,064 | $1.62M | 0.04% | −7,056−43.8% | Reduced |
| Maryland State Retirement & Pension System | 9,048 | $1.62M | 0.04% | 00.0% | Unchanged |
| PGGM Investments | 9,021 | $1.61M | 0.03% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 8,949 | $1.60M | 1.67% | +473+5.6% | Added |
| CenterBook Partners LP | 8,887 | $1.59M | 0.20% | +179+2.1% | Added |
| Silvercrest Asset Management Group LLC | 8,876 | $1.59M | 0.01% | −700−7.3% | Reduced |
| Park Avenue Securities LLC | 8,599 | $1.54M | 0.02% | +8,599 | New |
| Meyer Handelman Co | 8,600 | $1.54M | 0.06% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 8,584 | $1.54M | 0.00% | +40+0.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 8,495 | $1.52M | 0.15% | +3,325+64.3% | Added |
| Kensington Investment Counsel, LLC | 8,444 | $1.51M | 0.94% | +1,751+26.2% | Added |
| Securian Asset Management, Inc | 8,442 | $1.51M | 0.05% | −1,224−12.7% | Reduced |
| MAI Capital Management | 8,370 | $1.50M | 0.02% | +418+5.3% | Added |
| Pathstone Family Office, LLC | 8,275 | $1.50M | 0.01% | +3,934+90.6% | Added |
| La Banque Postale Asset Management SA | 8,332 | $1.49M | 0.03% | +1,317+18.8% | Added |
| Van Eck Associates Corp | 8,167 | $1.46M | 0.00% | −693−7.8% | Reduced |
| Cetera Investment Advisers | 8,138 | $1.46M | 0.01% | +758+10.3% | Added |
| Cresset Asset Management, LLC | 8,068 | $1.45M | 0.01% | +5,282+189.6% | Added |
| Dynamic Technology Lab Private Ltd | 8,069 | $1.45M | 0.14% | +8,069 | New |
| Lee Financial Co | 8,059 | $1.44M | 0.27% | −2,100−20.7% | Reduced |
| Hartford Investment Management Co | 8,058 | $1.44M | 0.06% | −204−2.5% | Reduced |
| Sentry LLC | 7,948 | $1.42M | 0.30% | 00.0% | Unchanged |
| First National Advisers, LLC | 7,942 | $1.42M | 0.64% | +5,777+266.8% | Added |
| Qube Research & Technologies Ltd | 7,923 | $1.42M | 0.00% | +7,923 | New |
| Buckhead Capital Management LLC | 7,835 | $1.40M | 0.58% | −3,410−30.3% | Reduced |
| Beacon Pointe Advisors, LLC | 7,770 | $1.39M | 0.02% | +3,125+67.3% | Added |
| Illinois Municipal Retirement Fund | 7,761 | $1.39M | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 7,713 | $1.38M | 0.00% | +128+1.7% | Added |
| SNS Financial Group, LLC | 7,674 | $1.38M | 0.18% | −1,336−14.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 7,626 | $1.37M | 0.02% | +3,211+72.7% | Added |
| Pacer Advisors, Inc. | 7,620 | $1.36M | 0.01% | +170+2.3% | Added |
| Advisor Partners II, LLC | 7,576 | $1.36M | 0.05% | −122−1.6% | Reduced |
| Welch & Forbes LLC | 7,457 | $1.34M | 0.02% | −10.0% | Reduced |
| AE Wealth Management LLC | 7,436 | $1.33M | 0.01% | +130+1.8% | Added |
| Wealthfront Advisers LLC | 7,431 | $1.33M | 0.01% | +1,450+24.2% | Added |
| Tower Research Capital LLC (TRC) | 7,345 | $1.32M | 0.04% | −4,444−37.7% | Reduced |
| Naples Global Advisors, LLC | 7,284 | $1.31M | 0.16% | +1,400+23.8% | Added |
| Boyar Asset Management Inc. | 7,310 | $1.31M | 1.03% | −299−3.9% | Reduced |
| Transcend Wealth Collective, LLC | 7,303 | $1.31M | 0.13% | +841+13.0% | Added |
| Louisiana State Employees Retirement System | 7,300 | $1.31M | 0.03% | 00.0% | Unchanged |
| EFG Asset Management (Americas) Corp. | 7,256 | $1.30M | 0.31% | −255−3.4% | Reduced |
| Waterloo Capital, L.P. | 7,205 | $1.29M | 0.38% | +325+4.7% | Added |
| Bessemer Group Inc | 7,203 | $1.29M | 0.00% | +32+0.4% | Added |
| Pegasus Partners Ltd. | 7,183 | $1.29M | 0.18% | +20.0% | Added |
| Allspring Global Investments Holdings, LLC | 7,129 | $1.28M | 0.00% | +186+2.7% | Added |
| Catalyst Capital Advisors LLC | 7,116 | $1.27M | 0.04% | −788−10.0% | Reduced |
| Oxbow Advisors, LLC | 7,092 | $1.27M | 0.20% | −37−0.5% | Reduced |
| Metis Global Partners, LLC | 6,946 | $1.24M | 0.06% | +1,055+17.9% | Added |
| Hilltop Holdings Inc. | 6,838 | $1.22M | 0.15% | +1,091+19.0% | Added |
| PDT Partners, LLC | 6,798 | $1.22M | 0.15% | +6,798 | New |
| Kestra Advisory Services, LLC | 6,791 | $1.22M | 0.01% | +312+4.8% | Added |
| Allen Capital Group, LLC | 6,816 | $1.21M | 0.22% | −722−9.6% | Reduced |
| Dean Capital Management | 6,735 | $1.21M | 0.90% | +6,735 | New |
| Jefferies Financial Group Inc. | 6,658 | $1.19M | 0.03% | −12,755−65.7% | Reduced |
| Voloridge Investment Management, LLC | 6,558 | $1.17M | 0.01% | +6,558 | New |
| CIBC World Markets Corp | 6,519 | $1.17M | 0.01% | −7,300−52.8% | Reduced |