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 |
|---|---|---|---|---|---|
| Mraz, Amerine & Associates, Inc. | 11,168 | $2.30M | 0.48% | 00.0% | Unchanged |
| Atlas Private Wealth Management | 11,219 | $2.31M | 1.09% | +301+2.8% | Added |
| Henshaw Capital LLC | 11,281 | $2.32M | 0.12% | +50+0.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,295 | $2.32M | 0.03% | +233+2.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 11,565 | $2.38M | 0.03% | +288+2.6% | Added |
| Rockefeller Capital Management L.P. | 11,626 | $2.39M | 0.01% | +747+6.9% | Added |
| Fruth Investment Management | 11,755 | $2.42M | 0.68% | −1,775−13.1% | Reduced |
| Sawtooth Solutions, LLC | 12,039 | $2.48M | 0.07% | −107−0.9% | Reduced |
| Schechter Investment Advisors, LLC | 12,075 | $2.48M | 0.22% | −553−4.4% | Reduced |
| Coldstream Capital Management Inc | 12,151 | $2.50M | 0.07% | +580+5.0% | Added |
| Bleakley Financial Group, LLC | 12,160 | $2.50M | 0.08% | +14+0.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 12,205 | $2.51M | 0.01% | +572+4.9% | Added |
| Oppenheimer Asset Management Inc. | 12,376 | $2.55M | 0.04% | −865−6.5% | Reduced |
| Whittier Trust Co | 12,444 | $2.56M | 0.04% | −199−1.6% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 12,500 | $2.57M | 0.17% | −4,500−26.5% | Reduced |
| State of Alaska, Department of Revenue | 12,721 | $2.62M | 0.03% | −1,345−9.6% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 12,900 | $2.65M | 1.88% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 12,982 | $2.67M | 0.10% | −713−5.2% | Reduced |
| Nissay Asset Management Corp | 13,289 | $2.73M | 0.02% | +589+4.6% | Added |
| British Columbia Investment Management Corp | 13,599 | $2.80M | 0.02% | +2,877+26.8% | Added |
| Steward Partners Investment Advisory, LLC | 13,664 | $2.81M | 0.04% | −173−1.3% | Reduced |
| Appleton Partners Inc | 13,798 | $2.84M | 0.23% | −665−4.6% | Reduced |
| Zions Bancorporation, N.A. | 14,085 | $2.90M | 0.20% | +907+6.9% | Added |
| Mount Lucas Management LP | 14,185 | $2.92M | 1.03% | +14,185 | New |
| Oregon Public Employees Retirement Fund | 14,205 | $2.92M | 0.05% | +5,100+56.0% | Added |
| First National Trust Co | 14,362 | $2.95M | 0.13% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 14,477 | $2.99M | 0.41% | +501+3.6% | Added |
| Cetera Advisor Networks LLC | 14,986 | $3.08M | 0.02% | +855+6.1% | Added |
| CIBC World Markets Corp | 15,160 | $3.12M | 0.02% | +8,641+132.6% | Added |
| Jane Street Group, LLC | 15,237 | $3.14M | 0.00% | −23,010−60.2% | Reduced |
| Princeton Global Asset Management LLC | 15,277 | $3.14M | 0.79% | +569+3.9% | Added |
| Occidental Asset Management, LLC | 15,393 | $3.17M | 0.66% | +160+1.1% | Added |
| Daiwa Securities Group Inc. | 15,500 | $3.19M | 0.02% | +740+5.0% | Added |
| Integrated Wealth Concepts LLC | 15,555 | $3.20M | 0.05% | +10,191+190.0% | Added |
| Sugarloaf Wealth Management, LLC | 15,629 | $3.22M | 0.78% | +428+2.8% | Added |
| Mutual of America Capital Management LLC | 15,747 | $3.24M | 0.04% | −786−4.8% | Reduced |
| Jump Financial, LLC | 15,952 | $3.28M | 0.11% | −21,585−57.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 15,963 | $3.28M | 0.01% | −139−0.9% | Reduced |
| Yousif Capital Management, LLC | 16,090 | $3.31M | 0.04% | −736−4.4% | Reduced |
| ING Groep NV | 16,106 | $3.31M | 0.03% | +1,277+8.6% | Added |
| Advisory Services Network, LLC | 16,258 | $3.35M | 0.08% | −396−2.4% | Reduced |
| Stratos Wealth Partners, LTD. | 16,308 | $3.36M | 0.06% | −26−0.2% | Reduced |
| CIBC Asset Management Inc | 16,449 | $3.38M | 0.01% | −782−4.5% | Reduced |
| Brinker Capital Investments, LLC | 17,097 | $3.42M | 0.04% | −1,993−10.4% | Reduced |
| Orion Portfolio Solutions, LLC | 17,097 | $3.42M | 0.04% | −1,993−10.4% | Reduced |
| Janney Montgomery Scott LLC | 16,711 | $3.44M | 0.01% | −2,043−10.9% | Reduced |
| Long Road Investment Counsel, LLC | 16,950 | $3.46M | 1.44% | −500−2.9% | Reduced |
| AdvisorShares Investments LLC | 16,930 | $3.48M | 0.82% | −2,446−12.6% | Reduced |
| Panagora Asset Management Inc | 17,240 | $3.55M | 0.02% | −327−1.9% | Reduced |
| Garrison Asset Management, LLC | 18,029 | $3.71M | 2.05% | −169−0.9% | Reduced |
| Intrust Bank NA | 18,133 | $3.73M | 0.43% | −218−1.2% | Reduced |
| Pathstone Holdings, LLC | 18,220 | $3.77M | 0.02% | +18,220 | New |
| New York Life Investment Management LLC | 18,444 | $3.79M | 0.04% | +52+0.3% | Added |
| American Century Companies Inc | 18,584 | $3.82M | 0.00% | +2,456+15.2% | Added |
| Tredje AP-fonden | 18,701 | $3.85M | 0.05% | −772−4.0% | Reduced |
| Degroof Petercam Asset Management | 18,800 | $3.87M | 0.05% | +18,800 | New |
| SEI Investments Co | 18,858 | $3.88M | 0.01% | +1,069+6.0% | Added |
| Griffin Asset Management, Inc. | 19,178 | $3.95M | 0.50% | +258+1.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 19,202 | $3.95M | 0.01% | −28,788−60.0% | Reduced |
| Tower Research Capital LLC (TRC) | 19,261 | $3.96M | 0.05% | +11,916+162.2% | Added |
| Prudential PLC | 19,292 | $3.97M | 0.04% | +13,229+218.2% | Added |
| TownSquare Capital, LLC | 19,592 | $4.03M | 0.07% | +60.0% | Added |
| Handelsbanken Fonder AB | 19,653 | $4.04M | 0.02% | −33,959−63.3% | Reduced |
| Burney Co | 19,692 | $4.05M | 0.17% | −20−0.1% | Reduced |
| M&T Bank Corp | 19,722 | $4.06M | 0.01% | −131−0.7% | Reduced |
| WSFS Capital Management, LLC | 20,063 | $4.13M | 0.26% | +490+2.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 20,143 | $4.14M | 0.02% | −2,825−12.3% | Reduced |
| Security National Bank | 20,173 | $4.15M | 0.94% | −576−2.8% | Reduced |
| GWM Advisors LLC | 20,161 | $4.16M | 0.04% | +2,471+14.0% | Added |
| Utah Retirement Systems | 20,291 | $4.17M | 0.05% | +100+0.5% | Added |
| Cynosure Management, LLC | 20,353 | $4.19M | 0.75% | −39−0.2% | Reduced |
| Ethic Inc. | 20,396 | $4.20M | 0.12% | +2,578+14.5% | Added |
| First Hawaiian Bank | 20,477 | $4.21M | 0.13% | −1,613−7.3% | Reduced |
| Middleton & Co Inc | 20,560 | $4.23M | 0.53% | −518−2.5% | Reduced |
| Czech National Bank | 20,606 | $4.24M | 0.06% | −38−0.2% | Reduced |
| USS Investment Management Ltd | 20,711 | $4.26M | 0.04% | +678+3.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 21,542 | $4.43M | 0.02% | +21,542 | New |
| Suncoast Equity Management | 21,745 | $4.47M | 0.59% | +505+2.4% | Added |
| Creative Planning | 21,772 | $4.48M | 0.01% | +2,326+12.0% | Added |
| Mariner, LLC | 22,173 | $4.56M | 0.01% | +1,223+5.8% | Added |
| Axxcess Wealth Management, LLC | 22,225 | $4.57M | 0.14% | +22,225 | New |
| Susquehanna Portfolio Strategies, LLC | 22,245 | $4.58M | 0.08% | +22,245 | New |
| IFM Investors Pty Ltd | 22,287 | $4.59M | 0.06% | 00.0% | Unchanged |
| Atria Investments LLC | 22,417 | $4.61M | 0.07% | +3,781+20.3% | Added |
| Swedbank AB | 22,454 | $4.62M | 0.01% | +2,594+13.1% | Added |
| Allianz Asset Management GmbH | 22,575 | $4.64M | 0.01% | +7,420+49.0% | Added |
| Parsons Capital Management Inc | 22,648 | $4.66M | 0.33% | +29+0.1% | Added |
| Hamilton Point Investment Advisors, LLC | 22,630 | $4.67M | 0.94% | +557+2.5% | Added |
| Capital International Inc | 23,400 | $4.81M | 0.08% | −137−0.6% | Reduced |
| Brasada Capital Management, LP | 23,580 | $4.85M | 0.96% | −2,324−9.0% | Reduced |
| Flputnam Investment Management Co | 23,657 | $4.87M | 0.11% | −5,161−17.9% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 24,013 | $4.94M | 0.03% | +40.0% | Added |
| Texas Permanent School Fund | 24,285 | $5.00M | 0.04% | −116−0.5% | Reduced |
| Neuberger Berman Group LLC | 24,345 | $5.01M | 0.00% | +15,761+183.6% | Added |
| Ghisallo Capital Management LLC | 24,500 | $5.04M | 0.52% | +24,500 | New |
| Xponance, Inc. | 24,584 | $5.06M | 0.06% | −887−3.5% | Reduced |
| Geneos Wealth Management Inc. | 25,351 | $5.22M | 0.26% | −10,698−29.7% | Reduced |
| Brown Capital Management LLC | 25,396 | $5.23M | 0.08% | −1,488−5.5% | Reduced |
| Buffington Mohr McNeal | 25,537 | $5.25M | 1.06% | −948−3.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 25,763 | $5.30M | 0.04% | +2,013+8.5% | Added |