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, Q4 2023
Institutional positions in Broadridge Financial Solutions, Inc. as of Dec 31, 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
- 921
- +79 vs. Q3 2023
- Shares held
- 106.5M
- +1.55M (+1.5%) vs. Q3 2023
- Total value
- $21.8B
- +$2.98B (+15.9%) vs. Q3 2023
- New holders
- 128
- 291 more added
- Sold out
- 49
- 354 more reduced
12 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Broadridge Financial Solutions, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 13,951,669 | $2.87B | 0.06% | +110,886+0.8% | Added |
| BlackRock Inc. | 9,754,315 | $2.01B | 0.05% | +155,044+1.6% | Added |
| Morgan Stanley | 6,186,537 | $1.27B | 0.11% | +235,719+4.0% | Added |
| State Street Corp | 4,814,385 | $994.3M | 0.05% | +209,431+4.5% | Added |
| Price T Rowe Associates Inc | 4,140,017 | $851.8M | 0.11% | +314,004+8.2% | Added |
| APG Asset Management N.V. | 3,884,488 | $723.5M | 1.41% | +343,911+9.7% | Added |
| Janus Henderson Group PLC | 3,335,064 | $686.2M | 0.41% | +13,520+0.4% | Added |
| Capital International Investors | 3,054,013 | $628.4M | 0.14% | −845,500−21.7% | Reduced |
| Baillie Gifford & Co | 2,803,441 | $576.8M | 0.46% | −166,813−5.6% | Reduced |
| T. Rowe Price Investment Management, Inc. | 2,649,779 | $545.2M | 0.35% | −151,749−5.4% | Reduced |
| Geode Capital Management, LLC | 2,610,406 | $535.7M | 0.06% | +61,032+2.4% | Added |
| Jensen Investment Management Inc | 1,782,855 | $366.8M | 2.78% | −42,484−2.3% | Reduced |
| Barclays PLC | 1,594,001 | $328.0M | 0.17% | +13,470+0.9% | Added |
| Stifel Financial Corp | 1,532,075 | $315.2M | 0.40% | −10,432−0.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,452,720 | $286.4M | 0.50% | +323,051+28.6% | Added |
| Wells Fargo & Company | 1,242,142 | $255.6M | 0.07% | −46,425−3.6% | Reduced |
| Northern Trust Corp | 1,240,254 | $255.2M | 0.05% | −82,725−6.3% | Reduced |
| Bahl & Gaynor Inc | 1,082,210 | $222.7M | 1.34% | +14,005+1.3% | Added |
| Veritas Investment Partners (UK) Ltd. | 1,020,533 | $210.0M | 4.53% | +147,293+16.9% | Added |
| Macquarie Group Ltd | 1,007,351 | $207.3M | 0.24% | −20,799−2.0% | Reduced |
| Franklin Resources Inc | 964,803 | $198.5M | 0.09% | −24,159−2.4% | Reduced |
| Bank of New York Mellon Corp | 937,917 | $193.0M | 0.04% | −141,207−13.1% | Reduced |
| Dimensional Fund Advisors LP | 880,395 | $181.1M | 0.05% | +33,101+3.9% | Added |
| Invesco Ltd. | 876,329 | $180.3M | 0.04% | +125,259+16.7% | Added |
| Fayez Sarofim & Co | 855,504 | $170.2M | 0.52% | −25,747−2.9% | Reduced |
| Parnassus Investments | 795,653 | $163.7M | 0.36% | −256,640−24.4% | Reduced |
| Legal & General Group Plc | 789,506 | $162.4M | 0.05% | −20,387−2.5% | Reduced |
| Confluence Investment Management LLC | 748,519 | $154.0M | 2.18% | −35,345−4.5% | Reduced |
| UBS Asset Management Americas Inc | 733,466 | $150.9M | 0.06% | +34,275+4.9% | Added |
| California Public Employees Retirement System | 733,194 | $150.9M | 0.11% | +3,840+0.5% | Added |
| Envestnet Asset Management Inc | 664,944 | $136.8M | 0.06% | −22,886−3.3% | Reduced |
| Baird Financial Group, Inc. | 655,826 | $134.9M | 0.31% | −110,434−14.4% | Reduced |
| Bank of America Corp | 655,282 | $134.8M | 0.02% | −20,206−3.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 647,173 | $133.2M | 0.33% | +32,909+5.4% | Added |
| Charles Schwab Investment Management Inc | 634,258 | $130.5M | 0.03% | +7,350+1.2% | Added |
| Ninety One UK Ltd | 578,892 | $119.1M | 0.35% | −21,709−3.6% | Reduced |
| Millennium Management LLC | 483,365 | $99.5M | 0.09% | +362,805+300.9% | Added |
| Alliancebernstein L.P. | 479,759 | $98.7M | 0.04% | −11,064−2.3% | Reduced |
| CIBC Private Wealth Group, LLC | 473,820 | $97.5M | 0.21% | −1,046−0.2% | Reduced |
| Goldman Sachs Group Inc | 472,031 | $97.1M | 0.02% | +86,853+22.5% | Added |
| First Trust Advisors LP | 447,399 | $92.1M | 0.10% | +7,374+1.7% | Added |
| Rathbone Brothers plc | 439,217 | $90.4M | 0.58% | −682−0.2% | Reduced |
| Man Group plc | 432,283 | $88.9M | 0.26% | – | – |
| Amundi | 431,301 | $86.3M | 0.04% | +131,104+43.7% | Added |
| Raymond James & Associates | 399,137 | $82.1M | 0.06% | −1,856−0.5% | Reduced |
| Nuveen Asset Management, LLC | 386,761 | $79.6M | 0.03% | −4,901−1.3% | Reduced |
| Boston Financial Mangement LLC | 385,618 | $79.3M | 2.68% | −5,690−1.5% | Reduced |
| Mackenzie Financial Corp | 381,028 | $78.4M | 0.12% | −2,178−0.6% | Reduced |
| Schwartz Investment Counsel Inc | 374,450 | $77.0M | 3.01% | 00.0% | Unchanged |
| Swiss National Bank | 369,300 | $76.0M | 0.06% | −10,200−2.7% | Reduced |
| JPMorgan Chase & Co | 367,541 | $75.6M | 0.01% | −25,356−6.5% | Reduced |
| Ensemble Capital Management, LLC | 344,430 | $70.9M | 6.31% | +11,886+3.6% | Added |
| Norges Bank | 328,576 | $67.6M | 0.01% | +199,981+155.5% | Added |
| Anchor Capital Advisors LLC | 323,503 | $66.6M | 1.76% | −27,330−7.8% | Reduced |
| Deutsche Bank AG | 320,669 | $66.0M | 0.03% | +11,106+3.6% | Added |
| Robeco Institutional Asset Management B.V. | 303,579 | $62.5M | 0.15% | +238,119+363.8% | Added |
| Fenimore Asset Management Inc | 298,062 | $61.3M | 1.42% | −1,446−0.5% | Reduced |
| Earnest Partners LLC | 289,189 | $59.5M | 0.30% | +552+0.2% | Added |
| King Luther Capital Management Corp | 284,861 | $58.6M | 0.28% | −4,332−1.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 284,577 | $58.6M | 0.04% | +2,815+1.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 284,593 | $58.1M | 0.58% | −12,269−4.1% | Reduced |
| Rhumbline Advisers | 247,358 | $50.9M | 0.05% | −1,673−0.7% | Reduced |
| GW&K Investment Management, LLC | 239,568 | $49.3M | 0.46% | −5,437−2.2% | Reduced |
| TD Asset Management Inc | 238,326 | $49.0M | 0.05% | −2,673−1.1% | Reduced |
| LPL Financial LLC | 237,740 | $48.9M | 0.03% | +989+0.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 235,568 | $48.5M | 0.11% | −174,297−42.5% | Reduced |
| HSBC Holdings PLC | 232,338 | $47.8M | 0.04% | −13,918−5.7% | Reduced |
| London Co of Virginia | 230,878 | $47.5M | 0.27% | −71,563−23.7% | Reduced |
| Royal Bank of Canada | 221,863 | $45.6M | 0.01% | +32,856+17.4% | Added |
| California State Teachers Retirement System | 193,957 | $39.9M | 0.06% | +5,033+2.7% | Added |
| Credit Suisse AG | 191,247 | $39.3M | 0.04% | +5,430+2.9% | Added |
| Morningstar Investment Services LLC | 189,737 | $39.1M | 0.22% | +92,763+95.7% | Added |
| UBS Group AG | 186,444 | $38.4M | 0.02% | +14,147+8.2% | Added |
| Copeland Capital Management, LLC | 185,140 | $38.1M | 0.76% | −9,106−4.7% | Reduced |
| National Pension Service | 180,097 | $37.1M | 0.05% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 171,179 | $35.2M | 0.45% | +15,152+9.7% | Added |
| Premier Fund Managers Ltd | 170,000 | $35.0M | 1.51% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 157,364 | $32.4M | 0.01% | +13,056+9.0% | Added |
| Principal Financial Group Inc | 142,198 | $29.3M | 0.02% | −3,553−2.4% | Reduced |
| Citadel Advisors LLC | 139,451 | $28.7M | 0.03% | +124,886+857.4% | Added |
| Dearborn Partners LLC | 135,226 | $27.8M | 1.01% | −4,110−2.9% | Reduced |
| Public Employees Retirement Association of Colorado | 133,909 | $27.6M | 0.13% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 133,680 | $27.5M | 0.10% | +20,824+18.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 132,831 | $27.3M | 0.55% | +113,905+601.8% | Added |
| Pinebridge Investments, L.P. | 131,069 | $27.0M | 0.25% | −40,954−23.8% | Reduced |
| New York State Common Retirement Fund | 125,923 | $25.9M | 0.04% | −10,894−8.0% | Reduced |
| State Board of Administration of Florida Retirement System | 123,718 | $25.5M | 0.05% | +3,920+3.3% | Added |
| Geneva Capital Management LLC | 123,578 | $25.4M | 0.48% | −4,464−3.5% | Reduced |
| Motley Fool Wealth Management, LLC | 117,693 | $24.2M | 1.27% | −7,558−6.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 117,069 | $24.1M | 0.09% | +8,214+7.5% | Added |
| Great West Life Assurance Co | 117,184 | $24.0M | 0.05% | +26,148+28.7% | Added |
| Citigroup Inc | 114,972 | $23.7M | 0.03% | +24,162+26.6% | Added |
| Bath Savings Trust Co | 113,801 | $23.4M | 2.62% | +1,273+1.1% | Added |
| Bank of Montreal | 112,134 | $23.2M | 0.01% | +29,897+36.4% | Added |
| Douglas Lane & Associates, LLC | 109,027 | $22.4M | 0.35% | −22,372−17.0% | Reduced |
| HighTower Advisors, LLC | 108,407 | $22.2M | 0.04% | −2,284−2.1% | Reduced |
| New York State Teachers Retirement System | 107,011 | $22.0M | 0.05% | −4,462−4.0% | Reduced |
| Wendell David Associates Inc | 105,328 | $21.7M | 2.33% | +1,450+1.4% | Added |
| Boston Private Wealth LLC | 94,431 | $19.4M | 0.47% | −31,051−24.7% | Reduced |
| KBC Group NV | 93,577 | $19.3M | 0.07% | +27,183+40.9% | Added |