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 |
|---|---|---|---|---|---|
| State of Tennessee, Treasury Department | 72,211 | $14.9M | 0.06% | +18,945+35.6% | Added |
| Russell Investments Group, Ltd. | 72,412 | $14.9M | 0.03% | −14,361−16.6% | Reduced |
| First National Bank of Omaha | 74,204 | $15.3M | 0.96% | −4,281−5.5% | Reduced |
| Andra AP-fonden | 75,500 | $15.5M | 0.82% | +19,000+33.6% | Added |
| Acadian Asset Management LLC | 75,612 | $15.5M | 0.06% | +75,070+13,850.6% | Added |
| Susquehanna International Group, LLP | 75,905 | $15.6M | 0.03% | −12,736−14.4% | Reduced |
| Congress Wealth Management LLC | 77,257 | $15.9M | 0.29% | +412+0.5% | Added |
| Walter Public Investments Inc. | 77,553 | $16.0M | 3.35% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 77,860 | $16.0M | 3.84% | −850−1.1% | Reduced |
| Adage Capital Partners GP, L.L.C. | 79,300 | $16.3M | 0.03% | −38,100−32.5% | Reduced |
| Manufacturers Life Insurance Company, The | 80,321 | $16.5M | 0.01% | −1,366−1.7% | Reduced |
| Bank of Nova Scotia | 81,202 | $16.7M | 0.03% | +70,263+642.3% | Added |
| Teacher Retirement System of Texas | 85,003 | $17.5M | 0.12% | +12,321+17.0% | Added |
| Nordea Investment Management AB | 85,325 | $17.6M | 0.02% | +74,387+680.1% | Added |
| Prudential Financial Inc | 87,662 | $17.8M | 0.03% | −17,552−16.7% | Reduced |
| Congress Asset Management Co | 87,849 | $18.1M | 0.14% | −3,634−4.0% | Reduced |
| Standard Life Aberdeen plc | 89,832 | $18.5M | 0.04% | +45,341+101.9% | Added |
| Alta Capital Management LLC | 91,518 | $18.8M | 1.22% | −25,255−21.6% | Reduced |
| Nicholas Company, Inc. | 92,885 | $19.1M | 0.34% | −100.0% | Reduced |
| Natixis Advisors, L.P. | 92,944 | $19.1M | 0.05% | +4,141+4.7% | Added |
| Assenagon Asset Management S.A. | 93,363 | $19.2M | 0.06% | +88,613+1,865.5% | Added |
| KBC Group NV | 93,577 | $19.3M | 0.07% | +27,183+40.9% | Added |
| Boston Private Wealth LLC | 94,431 | $19.4M | 0.47% | −31,051−24.7% | Reduced |
| Wendell David Associates Inc | 105,328 | $21.7M | 2.33% | +1,450+1.4% | Added |
| New York State Teachers Retirement System | 107,011 | $22.0M | 0.05% | −4,462−4.0% | Reduced |
| HighTower Advisors, LLC | 108,407 | $22.2M | 0.04% | −2,284−2.1% | Reduced |
| Douglas Lane & Associates, LLC | 109,027 | $22.4M | 0.35% | −22,372−17.0% | Reduced |
| Bank of Montreal | 112,134 | $23.2M | 0.01% | +29,897+36.4% | Added |
| Bath Savings Trust Co | 113,801 | $23.4M | 2.62% | +1,273+1.1% | Added |
| Citigroup Inc | 114,972 | $23.7M | 0.03% | +24,162+26.6% | Added |
| Great West Life Assurance Co | 117,184 | $24.0M | 0.05% | +26,148+28.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 117,069 | $24.1M | 0.09% | +8,214+7.5% | Added |
| Motley Fool Wealth Management, LLC | 117,693 | $24.2M | 1.27% | −7,558−6.0% | Reduced |
| Geneva Capital Management LLC | 123,578 | $25.4M | 0.48% | −4,464−3.5% | Reduced |
| State Board of Administration of Florida Retirement System | 123,718 | $25.5M | 0.05% | +3,920+3.3% | Added |
| New York State Common Retirement Fund | 125,923 | $25.9M | 0.04% | −10,894−8.0% | Reduced |
| Pinebridge Investments, L.P. | 131,069 | $27.0M | 0.25% | −40,954−23.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 132,831 | $27.3M | 0.55% | +113,905+601.8% | Added |
| Storebrand Asset Management AS | 133,680 | $27.5M | 0.10% | +20,824+18.5% | Added |
| Public Employees Retirement Association of Colorado | 133,909 | $27.6M | 0.13% | 00.0% | Unchanged |
| Dearborn Partners LLC | 135,226 | $27.8M | 1.01% | −4,110−2.9% | Reduced |
| Citadel Advisors LLC | 139,451 | $28.7M | 0.03% | +124,886+857.4% | Added |
| Principal Financial Group Inc | 142,198 | $29.3M | 0.02% | −3,553−2.4% | Reduced |
| Ameriprise Financial Inc | 157,364 | $32.4M | 0.01% | +13,056+9.0% | Added |
| Premier Fund Managers Ltd | 170,000 | $35.0M | 1.51% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 171,179 | $35.2M | 0.45% | +15,152+9.7% | Added |
| National Pension Service | 180,097 | $37.1M | 0.05% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 185,140 | $38.1M | 0.76% | −9,106−4.7% | Reduced |
| UBS Group AG | 186,444 | $38.4M | 0.02% | +14,147+8.2% | Added |
| Morningstar Investment Services LLC | 189,737 | $39.1M | 0.22% | +92,763+95.7% | Added |
| Credit Suisse AG | 191,247 | $39.3M | 0.04% | +5,430+2.9% | Added |
| California State Teachers Retirement System | 193,957 | $39.9M | 0.06% | +5,033+2.7% | Added |
| Royal Bank of Canada | 221,863 | $45.6M | 0.01% | +32,856+17.4% | Added |
| London Co of Virginia | 230,878 | $47.5M | 0.27% | −71,563−23.7% | Reduced |
| HSBC Holdings PLC | 232,338 | $47.8M | 0.04% | −13,918−5.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 235,568 | $48.5M | 0.11% | −174,297−42.5% | Reduced |
| LPL Financial LLC | 237,740 | $48.9M | 0.03% | +989+0.4% | Added |
| TD Asset Management Inc | 238,326 | $49.0M | 0.05% | −2,673−1.1% | Reduced |
| GW&K Investment Management, LLC | 239,568 | $49.3M | 0.46% | −5,437−2.2% | Reduced |
| Rhumbline Advisers | 247,358 | $50.9M | 0.05% | −1,673−0.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 284,593 | $58.1M | 0.58% | −12,269−4.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 284,577 | $58.6M | 0.04% | +2,815+1.0% | Added |
| King Luther Capital Management Corp | 284,861 | $58.6M | 0.28% | −4,332−1.5% | Reduced |
| Earnest Partners LLC | 289,189 | $59.5M | 0.30% | +552+0.2% | Added |
| Fenimore Asset Management Inc | 298,062 | $61.3M | 1.42% | −1,446−0.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 303,579 | $62.5M | 0.15% | +238,119+363.8% | Added |
| Deutsche Bank AG | 320,669 | $66.0M | 0.03% | +11,106+3.6% | Added |
| Anchor Capital Advisors LLC | 323,503 | $66.6M | 1.76% | −27,330−7.8% | Reduced |
| Norges Bank | 328,576 | $67.6M | 0.01% | +199,981+155.5% | Added |
| Ensemble Capital Management, LLC | 344,430 | $70.9M | 6.31% | +11,886+3.6% | Added |
| JPMorgan Chase & Co | 367,541 | $75.6M | 0.01% | −25,356−6.5% | Reduced |
| Swiss National Bank | 369,300 | $76.0M | 0.06% | −10,200−2.7% | Reduced |
| Schwartz Investment Counsel Inc | 374,450 | $77.0M | 3.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 381,028 | $78.4M | 0.12% | −2,178−0.6% | Reduced |
| Boston Financial Mangement LLC | 385,618 | $79.3M | 2.68% | −5,690−1.5% | Reduced |
| Nuveen Asset Management, LLC | 386,761 | $79.6M | 0.03% | −4,901−1.3% | Reduced |
| Raymond James & Associates | 399,137 | $82.1M | 0.06% | −1,856−0.5% | Reduced |
| Amundi | 431,301 | $86.3M | 0.04% | +131,104+43.7% | Added |
| Man Group plc | 432,283 | $88.9M | 0.26% | – | – |
| Rathbone Brothers plc | 439,217 | $90.4M | 0.58% | −682−0.2% | Reduced |
| First Trust Advisors LP | 447,399 | $92.1M | 0.10% | +7,374+1.7% | Added |
| Goldman Sachs Group Inc | 472,031 | $97.1M | 0.02% | +86,853+22.5% | Added |
| CIBC Private Wealth Group, LLC | 473,820 | $97.5M | 0.21% | −1,046−0.2% | Reduced |
| Alliancebernstein L.P. | 479,759 | $98.7M | 0.04% | −11,064−2.3% | Reduced |
| Millennium Management LLC | 483,365 | $99.5M | 0.09% | +362,805+300.9% | Added |
| Ninety One UK Ltd | 578,892 | $119.1M | 0.35% | −21,709−3.6% | Reduced |
| Charles Schwab Investment Management Inc | 634,258 | $130.5M | 0.03% | +7,350+1.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 647,173 | $133.2M | 0.33% | +32,909+5.4% | Added |
| Bank of America Corp | 655,282 | $134.8M | 0.02% | −20,206−3.0% | Reduced |
| Baird Financial Group, Inc. | 655,826 | $134.9M | 0.31% | −110,434−14.4% | Reduced |
| Envestnet Asset Management Inc | 664,944 | $136.8M | 0.06% | −22,886−3.3% | Reduced |
| California Public Employees Retirement System | 733,194 | $150.9M | 0.11% | +3,840+0.5% | Added |
| UBS Asset Management Americas Inc | 733,466 | $150.9M | 0.06% | +34,275+4.9% | Added |
| Confluence Investment Management LLC | 748,519 | $154.0M | 2.18% | −35,345−4.5% | Reduced |
| Legal & General Group Plc | 789,506 | $162.4M | 0.05% | −20,387−2.5% | Reduced |
| Parnassus Investments | 795,653 | $163.7M | 0.36% | −256,640−24.4% | Reduced |
| Fayez Sarofim & Co | 855,504 | $170.2M | 0.52% | −25,747−2.9% | Reduced |
| Invesco Ltd. | 876,329 | $180.3M | 0.04% | +125,259+16.7% | Added |
| Dimensional Fund Advisors LP | 880,395 | $181.1M | 0.05% | +33,101+3.9% | Added |
| Bank of New York Mellon Corp | 937,917 | $193.0M | 0.04% | −141,207−13.1% | Reduced |