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 |
|---|---|---|---|---|---|
| Greenleaf Trust | 25,895 | $5.33M | 0.06% | +75+0.3% | Added |
| Retirement Systems of Alabama | 25,929 | $5.33M | 0.02% | −778−2.9% | Reduced |
| Shell Asset Management Co | 26,461 | $5.44M | 0.25% | −7,236−21.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 26,548 | $5.46M | 0.09% | −130−0.5% | Reduced |
| Logan Capital Management Inc | 27,001 | $5.56M | 0.26% | −9,485−26.0% | Reduced |
| Kestra Private Wealth Services, LLC | 27,020 | $5.56M | 0.14% | +382+1.4% | Added |
| Institutional & Family Asset Management, LLC | 27,172 | $5.59M | 0.92% | −3,903−12.6% | Reduced |
| Aureus Asset Management, LLC | 27,495 | $5.66M | 0.41% | −516−1.8% | Reduced |
| DnB Asset Management AS | 27,790 | $5.72M | 0.03% | −688−2.4% | Reduced |
| Brown Advisory Inc | 28,154 | $5.79M | 0.01% | +766+2.8% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 28,742 | $5.91M | 0.07% | +1,600+5.9% | Added |
| Brady Family Wealth, LLC | 29,274 | $6.02M | 2.06% | −144−0.5% | Reduced |
| Palmer Knight Co | 29,949 | $6.16M | 3.72% | −6,579−18.0% | Reduced |
| Power Corp of Canada | 30,139 | $6.20M | 0.64% | +30,139 | New |
| Great Lakes Advisors, LLC | 30,192 | $6.21M | 0.06% | −641−2.1% | Reduced |
| Nomura Asset Management Co Ltd | 30,234 | $6.22M | 0.03% | −99−0.3% | Reduced |
| Fifth Third Bancorp | 30,537 | $6.28M | 0.03% | +628+2.1% | Added |
| AXA S.A. | 30,553 | $6.29M | 0.02% | +1,428+4.9% | Added |
| Commonwealth Equity Services, LLC | 31,115 | $6.40M | 0.01% | −1,370−4.2% | Reduced |
| Blair William & Co | 31,645 | $6.51M | 0.02% | −314−1.0% | Reduced |
| Northstar Group, Inc. | 31,760 | $6.53M | 1.42% | −21−0.1% | Reduced |
| Amalgamated Bank | 32,058 | $6.60M | 0.05% | +654+2.1% | Added |
| State of Michigan Retirement System | 32,160 | $6.62M | 0.04% | −200−0.6% | Reduced |
| Arizona State Retirement System | 32,463 | $6.68M | 0.05% | +276+0.9% | Added |
| American International Group, Inc. | 32,500 | $6.69M | 0.03% | −29−0.1% | Reduced |
| MetLife Investment Management | 32,584 | $6.70M | 0.05% | −691−2.1% | Reduced |
| Achmea Investment Management B.V. | 32,607 | $6.71M | 0.14% | +14,627+81.4% | Added |
| Independent Advisor Alliance | 33,206 | $6.83M | 0.25% | −3,000−8.3% | Reduced |
| O'Brien Greene & Co. Inc | 33,788 | $6.95M | 2.44% | −506−1.5% | Reduced |
| Barlow Wealth Partners, Inc. | 33,833 | $6.96M | 0.99% | +33,833 | New |
| AQR Capital Management LLC | 33,927 | $6.98M | 0.01% | +15,464+83.8% | Added |
| Crown Oak Advisors, LLC | 34,179 | $7.03M | 4.11% | +34,179 | New |
| National Bank of Canada | 35,336 | $7.06M | 0.01% | +1,723+5.1% | Added |
| American Money Management, LLC | 35,567 | $7.32M | 1.65% | −163−0.5% | Reduced |
| STRS Ohio | 35,571 | $7.32M | 0.03% | +9,071+34.2% | Added |
| MML Investors Services, LLC | 35,934 | $7.39M | 0.03% | +1,713+5.0% | Added |
| Captrust Financial Advisors | 36,814 | $7.57M | 0.03% | +4,216+12.9% | Added |
| Transform Wealth, LLC | 36,808 | $7.60M | 0.74% | +1,117+3.1% | Added |
| Renaissance Technologies LLC | 38,300 | $7.88M | 0.01% | −96,600−71.6% | Reduced |
| GHP Investment Advisors, Inc. | 38,783 | $7.98M | 0.43% | +173+0.4% | Added |
| Bell Asset Management Ltd | 39,921 | $8.21M | 1.25% | −145−0.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 40,213 | $8.27M | 0.02% | +16,788+71.7% | Added |
| Aviva PLC | 40,540 | $8.34M | 0.03% | +997+2.5% | Added |
| Nisa Investment Advisors, LLC | 40,546 | $8.34M | 0.06% | −400−1.0% | Reduced |
| Santa Monica Partners LP | 40,793 | $8.39M | 6.21% | 00.0% | Unchanged |
| McCollum Christoferson Group LLC | 41,205 | $8.48M | 2.56% | −535−1.3% | Reduced |
| CI Private Wealth, LLC | 41,266 | $8.49M | 0.02% | −890−2.1% | Reduced |
| Swiss Life Asset Management Ltd | 41,865 | $8.62M | 0.10% | −13,107−23.8% | Reduced |
| Addenda Capital Inc. | 41,833 | $8.64M | 0.34% | −328−0.8% | Reduced |
| Marks Group Wealth Management, Inc | 42,684 | $8.78M | 1.00% | −1,143−2.6% | Reduced |
| Zevenbergen Capital Investments LLC | 43,000 | $8.85M | 0.20% | +16,000+59.3% | Added |
| Comerica Bank | 43,615 | $8.97M | 0.04% | −1,711−3.8% | Reduced |
| Capital Group Private Client Services, Inc. | 44,362 | $9.13M | 0.09% | −1,993−4.3% | Reduced |
| Aptus Capital Advisors, LLC | 44,789 | $9.22M | 0.27% | −4,020−8.2% | Reduced |
| Mattern Capital Management, LLC | 45,216 | $9.30M | 1.35% | +399+0.9% | Added |
| Advisor Group Holdings, Inc. | 47,542 | $9.79M | 0.02% | −23,698−33.3% | Reduced |
| Victory Capital Management Inc | 48,104 | $9.90M | 0.01% | −1,678−3.4% | Reduced |
| Commerce Bank | 48,526 | $9.98M | 0.07% | −2,550−5.0% | Reduced |
| Motley Fool Asset Management LLC | 49,139 | $10.1M | 0.75% | −1,273−2.5% | Reduced |
| Vision Capital Management, Inc. | 49,360 | $10.2M | 1.58% | +283+0.6% | Added |
| Alley Investment Management Company, LLC | 51,038 | $10.5M | 1.53% | +4,499+9.7% | Added |
| Boston Trust Walden Corp | 51,454 | $10.6M | 0.08% | −158,336−75.5% | Reduced |
| Royal London Asset Management Ltd | 51,544 | $10.6M | 0.03% | −302−0.6% | Reduced |
| Asset Management One Co.,Ltd. | 51,535 | $10.6M | 0.04% | −1,261−2.4% | Reduced |
| Running Oak Capital LLC | 51,608 | $10.6M | 2.09% | +5,854+12.8% | Added |
| The PNC Financial Services Group, Inc. | 51,938 | $10.7M | 0.01% | −12,188−19.0% | Reduced |
| US Bancorp | 52,727 | $10.9M | 0.02% | +1,107+2.1% | Added |
| DekaBank Deutsche Girozentrale | 52,809 | $10.9M | 0.02% | +429+0.8% | Added |
| Southernsun Asset Management, LLC | 52,945 | $10.9M | 1.26% | −2,135−3.9% | Reduced |
| Forsta Ap-Fonden | 53,000 | $10.9M | 0.11% | −3,900−6.9% | Reduced |
| Manning & Napier Group, LLC | 53,056 | $10.9M | 0.13% | −6,643−11.1% | Reduced |
| ProShare Advisors LLC | 53,296 | $11.0M | 0.03% | +1,004+1.9% | Added |
| FineMark National Bank & Trust | 53,425 | $11.0M | 0.45% | +273+0.5% | Added |
| Treasurer of the State of North Carolina | 53,657 | $11.0M | 0.05% | −961−1.8% | Reduced |
| Canada Pension Plan Investment Board | 53,700 | $11.0M | 0.01% | +33,017+159.6% | Added |
| Ensign Peak Advisors, Inc | 53,987 | $11.1M | 0.02% | −5,190−8.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 54,101 | $11.1M | 0.10% | +10,447+23.9% | Added |
| Core Alternative Capital | 54,359 | $11.2M | 1.92% | −22,359−29.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 54,423 | $11.2M | 0.02% | +2,415+4.6% | Added |
| Korea Investment CORP | 54,425 | $11.2M | 0.03% | −1,453−2.6% | Reduced |
| FIL Ltd | 55,461 | $11.4M | 0.01% | 00.0% | Unchanged |
| Mn Services Vermogensbeheer B.V. | 55,830 | $11.5M | 0.10% | −200−0.4% | Reduced |
| Colony Group, LLC | 58,303 | $12.0M | 0.16% | +58,303 | New |
| 1623 Capital LLC | 61,000 | $12.6M | 7.27% | −2,400−3.8% | Reduced |
| Schroder Investment Management Group | 61,515 | $12.7M | 0.02% | +44,619+264.1% | Added |
| State of Wisconsin Investment Board | 62,335 | $12.8M | 0.04% | −7,981−11.4% | Reduced |
| Advisors Asset Management, Inc. | 62,416 | $12.8M | 0.26% | −99−0.2% | Reduced |
| BNP Paribas Arbitrage, SA | 62,481 | $12.9M | 0.02% | +14,868+31.2% | Added |
| McRae Capital Management Inc | 62,789 | $12.9M | 3.23% | −135−0.2% | Reduced |
| Diamond Hill Capital Management Inc | 63,367 | $13.0M | 0.06% | −16,598−20.8% | Reduced |
| State of New Jersey Common Pension Fund D | 63,607 | $13.1M | 0.04% | 00.0% | Unchanged |
| Washington Trust Co | 64,631 | $13.3M | 0.53% | −1,319−2.0% | Reduced |
| Public Employees Retirement System of Ohio | 64,770 | $13.3M | 0.05% | −4,058−5.9% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 65,718 | $13.5M | 0.05% | −675−1.0% | Reduced |
| Crossmark Global Holdings, Inc. | 65,883 | $13.6M | 0.28% | −3,708−5.3% | Reduced |
| Pictet Asset Management Holding SA | 66,863 | $13.8M | 0.02% | +4,474+7.2% | Added |
| Toronto Dominion Bank | 68,104 | $14.0M | 0.02% | +8,697+14.6% | Added |
| Truist Financial Corp | 68,368 | $14.1M | 0.02% | −3,649−5.1% | Reduced |
| FMR LLC | 69,446 | $14.3M | 0.00% | +2,230+3.3% | Added |
| Voya Investment Management LLC | 70,528 | $14.5M | 0.01% | −1,580−2.2% | Reduced |