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 |
|---|---|---|---|---|---|
| Avantax Advisory Services, Inc. | 5,312 | $1.09M | 0.01% | +1,076+25.4% | Added |
| JustInvest LLC | 5,350 | $1.10M | 0.03% | +624+13.2% | Added |
| Westpac Banking Corp | 5,366 | $1.10M | 0.09% | +5,066+1,688.7% | Added |
| Tiaa Trust, National Association | 5,417 | $1.11M | 0.00% | −341−5.9% | Reduced |
| Hantz Financial Services, Inc. | 5,635 | $1.16M | 0.03% | −392−6.5% | Reduced |
| CWM, LLC | 5,648 | $1.16M | 0.01% | +431+8.3% | Added |
| Lido Advisors, LLC | 5,639 | $1.16M | 0.01% | −152−2.6% | Reduced |
| Cetera Advisors LLC | 5,735 | $1.18M | 0.02% | +749+15.0% | Added |
| Crawford Investment Counsel Inc | 5,831 | $1.20M | 0.02% | +107+1.9% | Added |
| Catalyst Capital Advisors LLC | 5,853 | $1.20M | 0.03% | −1,263−17.7% | Reduced |
| TCTC Holdings, LLC | 5,927 | $1.22M | 0.04% | +20.0% | Added |
| Benjamin Edwards Inc | 6,041 | $1.24M | 0.27% | −26−0.4% | Reduced |
| Castellan Group, LLC | 6,098 | $1.25M | 0.78% | +6,098 | New |
| New Mexico Educational Retirement Board | 6,150 | $1.26M | 0.05% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 6,163 | $1.27M | 0.03% | +96+1.6% | Added |
| Beacon Pointe Advisors, LLC | 6,250 | $1.29M | 0.02% | −1,520−19.6% | Reduced |
| Metis Global Partners, LLC | 6,468 | $1.33M | 0.05% | −478−6.9% | Reduced |
| Pegasus Partners Ltd. | 6,470 | $1.33M | 0.16% | −713−9.9% | Reduced |
| Principal Securities, Inc. | 6,473 | $1.33M | 0.05% | +6,473 | New |
| Allspring Global Investments Holdings, LLC | 6,492 | $1.34M | 0.00% | −637−8.9% | Reduced |
| Hilltop Holdings Inc. | 6,562 | $1.35M | 0.15% | −276−4.0% | Reduced |
| Spears Abacus Advisors LLC | 6,660 | $1.37M | 0.11% | +200+3.1% | Added |
| Dean Capital Management | 6,667 | $1.37M | 0.85% | −68−1.0% | Reduced |
| EFG Asset Management (Americas) Corp. | 6,731 | $1.38M | 0.30% | −525−7.2% | Reduced |
| Adviser Investments LLC | 6,858 | $1.41M | 0.02% | +6,858 | New |
| SNS Financial Group, LLC | 6,878 | $1.42M | 0.17% | −796−10.4% | Reduced |
| Bessemer Group Inc | 6,903 | $1.42M | 0.00% | −300−4.2% | Reduced |
| Trueblood Wealth Management, LLC | 6,971 | $1.43M | 0.90% | +6,971 | New |
| Naples Global Advisors, LLC | 6,960 | $1.44M | 0.16% | −324−4.4% | Reduced |
| Cresset Asset Management, LLC | 7,030 | $1.45M | 0.01% | −1,038−12.9% | Reduced |
| Oxbow Advisors, LLC | 7,069 | $1.45M | 0.22% | −23−0.3% | Reduced |
| Quest Partners LLC | 7,095 | $1.46M | 0.31% | +7,095 | New |
| Louisiana State Employees Retirement System | 7,100 | $1.46M | 0.03% | −200−2.7% | Reduced |
| SG Americas Securities, LLC | 7,122 | $1.47M | 0.02% | +2,693+60.8% | Added |
| Allen Capital Group, LLC | 7,162 | $1.47M | 0.24% | +346+5.1% | Added |
| AE Wealth Management LLC | 7,130 | $1.48M | 0.01% | −306−4.1% | Reduced |
| Vontobel Holding Ltd. | 7,226 | $1.49M | 0.01% | +5,395+294.6% | Added |
| Boyar Asset Management Inc. | 7,230 | $1.49M | 1.12% | −80−1.1% | Reduced |
| Waterloo Capital, L.P. | 7,276 | $1.50M | 0.24% | +71+1.0% | Added |
| Welch & Forbes LLC | 7,457 | $1.53M | 0.02% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 7,466 | $1.54M | 0.04% | −976−11.6% | Reduced |
| Kestra Advisory Services, LLC | 7,650 | $1.57M | 0.01% | +859+12.6% | Added |
| Concurrent Investment Advisors, LLC | 7,732 | $1.59M | 0.08% | +7,732 | New |
| CenterBook Partners LP | 7,750 | $1.59M | 0.19% | −1,137−12.8% | Reduced |
| Illinois Municipal Retirement Fund | 7,761 | $1.60M | 0.03% | 00.0% | Unchanged |
| Woodline Partners LP | 7,781 | $1.60M | 0.02% | −12,893−62.4% | Reduced |
| Holocene Advisors, LP | 7,844 | $1.61M | 0.01% | −11,194−58.8% | Reduced |
| Cetera Investment Advisers | 7,854 | $1.62M | 0.01% | −284−3.5% | Reduced |
| MAI Capital Management | 7,911 | $1.63M | 0.02% | −459−5.5% | Reduced |
| Hartford Investment Management Co | 7,922 | $1.63M | 0.06% | −136−1.7% | Reduced |
| Sentry LLC | 7,948 | $1.64M | 0.35% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 7,950 | $1.64M | 0.25% | +1,838+30.1% | Added |
| Lee Financial Co | 8,054 | $1.66M | 0.29% | −5−0.1% | Reduced |
| Park Avenue Securities LLC | 8,107 | $1.67M | 0.02% | −492−5.7% | Reduced |
| Transcend Wealth Collective, LLC | 8,112 | $1.67M | 0.15% | +809+11.1% | Added |
| Northwestern Mutual Wealth Management Co | 8,145 | $1.68M | 0.00% | +432+5.6% | Added |
| Cerity Partners LLC | 8,289 | $1.71M | 0.01% | +2,395+40.6% | Added |
| Legacy Advisors, LLC | 8,318 | $1.72M | 0.22% | −907−9.8% | Reduced |
| Voloridge Investment Management, LLC | 8,514 | $1.75M | 0.01% | +1,956+29.8% | Added |
| Pacer Advisors, Inc. | 8,523 | $1.75M | 0.00% | +903+11.9% | Added |
| Meyer Handelman Co | 8,600 | $1.77M | 0.07% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 8,606 | $1.77M | 0.01% | −270−3.0% | Reduced |
| Buckhead Capital Management LLC | 8,710 | $1.79M | 0.66% | +875+11.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 8,730 | $1.80M | 0.04% | −334−3.7% | Reduced |
| TrimTabs Asset Management, LLC | 8,731 | $1.80M | 0.52% | +8,731 | New |
| First National Advisers, LLC | 8,838 | $1.82M | 0.52% | +896+11.3% | Added |
| Toroso Investments, LLC | 8,870 | $1.83M | 0.04% | −5,753−39.3% | Reduced |
| PGGM Investments | 9,021 | $1.86M | 0.03% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 9,046 | $1.86M | 0.02% | +2,765+44.0% | Added |
| Maryland State Retirement & Pension System | 9,048 | $1.86M | 0.04% | 00.0% | Unchanged |
| Mirabaud Asset Management Ltd | 9,198 | $1.89M | 0.81% | +9,198 | New |
| O'Shaughnessy Asset Management, LLC | 9,202 | $1.89M | 0.03% | +1,576+20.7% | Added |
| Siemens Fonds Invest GmbH | 9,219 | $1.90M | 0.15% | −1,720−15.7% | Reduced |
| Quantinno Capital Management LP | 9,321 | $1.92M | 0.07% | −708−7.1% | Reduced |
| Graham Capital Management, L.P. | 9,339 | $1.92M | 0.06% | −240−2.5% | Reduced |
| Kentucky Retirement Systems | 9,413 | $1.94M | 0.06% | +10.0% | Added |
| Northwest Investment Counselors, LLC | 9,443 | $1.94M | 0.52% | −160−1.7% | Reduced |
| Tilia Fiduciary Partners, Inc. | 9,621 | $1.98M | 1.84% | +672+7.5% | Added |
| Gulf International Bank (UK) Ltd | 9,684 | $1.99M | 0.06% | −1,103−10.2% | Reduced |
| Rafferty Asset Management, LLC | 9,874 | $2.03M | 0.01% | +482+5.1% | Added |
| Leavell Investment Management, Inc. | 9,895 | $2.04M | 0.13% | −280−2.8% | Reduced |
| SRN Advisors, LLC | 9,937 | $2.04M | 1.83% | +4,863+95.8% | Added |
| Dean Investment Associates, LLC | 9,976 | $2.05M | 0.29% | −1,369−12.1% | Reduced |
| Candriam Luxembourg S.C.A. | 9,985 | $2.05M | 0.01% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 10,031 | $2.06M | 0.65% | +6,009+149.4% | Added |
| Pinnacle Associates Ltd | 10,054 | $2.07M | 0.03% | −139−1.4% | Reduced |
| Roundview Capital LLC | 10,115 | $2.08M | 0.19% | −465−4.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 10,124 | $2.08M | 0.02% | −452−4.3% | Reduced |
| Kensington Investment Counsel, LLC | 10,190 | $2.10M | 1.10% | +1,746+20.7% | Added |
| PDT Partners, LLC | 10,302 | $2.12M | 0.23% | +3,504+51.5% | Added |
| Elo Mutual Pension Insurance Co | 10,313 | $2.12M | 0.06% | +10,313 | New |
| Regions Financial Corp | 10,353 | $2.13M | 0.02% | −78−0.7% | Reduced |
| Wimmer Associates 1, LLC | 10,366 | $2.13M | 1.20% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 10,513 | $2.16M | 0.33% | +196+1.9% | Added |
| Kesler, Norman & Wride, LLC | 10,602 | $2.18M | 0.50% | +40+0.4% | Added |
| Wealthfront Advisers LLC | 10,825 | $2.23M | 0.01% | +3,394+45.7% | Added |
| Lantz Financial LLC | 10,933 | $2.25M | 0.81% | +73+0.7% | Added |
| Second Line Capital, LLC | 10,894 | $2.25M | 0.90% | +10,894 | New |
| Strengthening Families & Communities, LLC | 10,973 | $2.26M | 1.57% | +630+6.1% | Added |
| Mercer Global Advisors Inc | 11,138 | $2.29M | 0.01% | −145−1.3% | Reduced |