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 |
|---|---|---|---|---|---|
| Franklin Resources Inc | 964,803 | $198.5M | 0.09% | −24,159−2.4% | Reduced |
| Macquarie Group Ltd | 1,007,351 | $207.3M | 0.24% | −20,799−2.0% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 1,020,533 | $210.0M | 4.53% | +147,293+16.9% | Added |
| Bahl & Gaynor Inc | 1,082,210 | $222.7M | 1.34% | +14,005+1.3% | Added |
| Northern Trust Corp | 1,240,254 | $255.2M | 0.05% | −82,725−6.3% | Reduced |
| Wells Fargo & Company | 1,242,142 | $255.6M | 0.07% | −46,425−3.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,452,720 | $286.4M | 0.50% | +323,051+28.6% | Added |
| Stifel Financial Corp | 1,532,075 | $315.2M | 0.40% | −10,432−0.7% | Reduced |
| Barclays PLC | 1,594,001 | $328.0M | 0.17% | +13,470+0.9% | Added |
| Jensen Investment Management Inc | 1,782,855 | $366.8M | 2.78% | −42,484−2.3% | Reduced |
| Geode Capital Management, LLC | 2,610,406 | $535.7M | 0.06% | +61,032+2.4% | Added |
| T. Rowe Price Investment Management, Inc. | 2,649,779 | $545.2M | 0.35% | −151,749−5.4% | Reduced |
| Baillie Gifford & Co | 2,803,441 | $576.8M | 0.46% | −166,813−5.6% | Reduced |
| Capital International Investors | 3,054,013 | $628.4M | 0.14% | −845,500−21.7% | Reduced |
| Janus Henderson Group PLC | 3,335,064 | $686.2M | 0.41% | +13,520+0.4% | Added |
| APG Asset Management N.V. | 3,884,488 | $723.5M | 1.41% | +343,911+9.7% | Added |
| Price T Rowe Associates Inc | 4,140,017 | $851.8M | 0.11% | +314,004+8.2% | Added |
| State Street Corp | 4,814,385 | $994.3M | 0.05% | +209,431+4.5% | Added |
| Morgan Stanley | 6,186,537 | $1.27B | 0.11% | +235,719+4.0% | Added |
| BlackRock Inc. | 9,754,315 | $2.01B | 0.05% | +155,044+1.6% | Added |
| Vanguard Group Inc | 13,951,669 | $2.87B | 0.06% | +110,886+0.8% | Added |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −298,835−100.0% | Sold out |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −22,525−100.0% | Sold out |
| Gateway Investment Advisers LLC | 0 | $0 | 0.00% | −16,490−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −13,328−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −8,495−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −8,332−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −8,167−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −8,069−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −7,923−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −6,311−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −6,169−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −4,999−100.0% | Sold out |
| Horizon Kinetics Asset Management LLC | 0 | $0 | 0.00% | −4,564−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −4,495−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −3,127−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −2,796−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −2,494−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| BBR Partners, LLC | 0 | $0 | 0.00% | −2,371−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −1,911−100.0% | Sold out |
| Ironwood Investment Counsel, LLC | 0 | $0 | 0.00% | −5,760−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −1,786−100.0% | Sold out |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −1,692−100.0% | Sold out |
| LGT Group Foundation | 0 | $0 | 0.00% | −1,702−100.0% | Sold out |
| Quadrant Private Wealth Management, LLC | 0 | $0 | 0.00% | −1,293−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −1,257−100.0% | Sold out |
| Goldstein Advisors, LLC | 0 | $0 | 0.00% | −1,252−100.0% | Sold out |
| Insigneo Advisory Services, LLC | 0 | $0 | 0.00% | −1,230−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,219−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −1,174−100.0% | Sold out |
| Garda Capital Partners LP | 0 | $0 | 0.00% | −1,173−100.0% | Sold out |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −568−100.0% | Sold out |
| IMA Wealth, Inc. | 0 | $0 | 0.00% | −237−100.0% | Sold out |
| Headinvest, LLC | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Private Ocean, LLC | 0 | $0 | 0.00% | −164−100.0% | Sold out |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −151−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −124−100.0% | Sold out |
| RVW Wealth, LLC | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| Carmel Capital Partners, LLC | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| Highline Wealth Partners LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Western Pacific Wealth Management, LP | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| University of Texas/Texas Am Investment Managment Co | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Moisand Fitzgerald Tamayo, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| American National Bank | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Colony Group LLC | – | – | – | – | Not filed |
| Cyrus J. Lawrence, LLC | – | – | – | – | Not filed |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| Advisor Partners II, LLC | – | – | – | – | Not filed |
| Ropes Wealth Advisors LLC | – | – | – | – | Not filed |
| Polaris Wealth Advisory Group, LLC | – | – | – | – | Not filed |
| Truadvice, LLC | – | – | – | – | Not filed |
| Column Capital Advisors, LLC | – | – | – | – | Not filed |
| Sutton Wealth Advisors Inc. | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |
| Johnson Midwest Financial, LLC | – | – | – | – | Not filed |