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 |
|---|---|---|---|---|---|
| Assenagon Asset Management S.A. | 93,363 | $19.2M | 0.06% | +88,613+1,865.5% | Added |
| Natixis Advisors, L.P. | 92,944 | $19.1M | 0.05% | +4,141+4.7% | Added |
| Nicholas Company, Inc. | 92,885 | $19.1M | 0.34% | −100.0% | Reduced |
| Alta Capital Management LLC | 91,518 | $18.8M | 1.22% | −25,255−21.6% | Reduced |
| Standard Life Aberdeen plc | 89,832 | $18.5M | 0.04% | +45,341+101.9% | Added |
| Congress Asset Management Co | 87,849 | $18.1M | 0.14% | −3,634−4.0% | Reduced |
| Prudential Financial Inc | 87,662 | $17.8M | 0.03% | −17,552−16.7% | Reduced |
| Nordea Investment Management AB | 85,325 | $17.6M | 0.02% | +74,387+680.1% | Added |
| Teacher Retirement System of Texas | 85,003 | $17.5M | 0.12% | +12,321+17.0% | Added |
| Bank of Nova Scotia | 81,202 | $16.7M | 0.03% | +70,263+642.3% | Added |
| Manufacturers Life Insurance Company, The | 80,321 | $16.5M | 0.01% | −1,366−1.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 79,300 | $16.3M | 0.03% | −38,100−32.5% | Reduced |
| Kelly Lawrence W & Associates Inc | 77,860 | $16.0M | 3.84% | −850−1.1% | Reduced |
| Walter Public Investments Inc. | 77,553 | $16.0M | 3.35% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 77,257 | $15.9M | 0.29% | +412+0.5% | Added |
| Susquehanna International Group, LLP | 75,905 | $15.6M | 0.03% | −12,736−14.4% | Reduced |
| Acadian Asset Management LLC | 75,612 | $15.5M | 0.06% | +75,070+13,850.6% | Added |
| Andra AP-fonden | 75,500 | $15.5M | 0.82% | +19,000+33.6% | Added |
| First National Bank of Omaha | 74,204 | $15.3M | 0.96% | −4,281−5.5% | Reduced |
| Russell Investments Group, Ltd. | 72,412 | $14.9M | 0.03% | −14,361−16.6% | Reduced |
| State of Tennessee, Treasury Department | 72,211 | $14.9M | 0.06% | +18,945+35.6% | Added |
| Voya Investment Management LLC | 70,528 | $14.5M | 0.01% | −1,580−2.2% | Reduced |
| FMR LLC | 69,446 | $14.3M | 0.00% | +2,230+3.3% | Added |
| Truist Financial Corp | 68,368 | $14.1M | 0.02% | −3,649−5.1% | Reduced |
| Toronto Dominion Bank | 68,104 | $14.0M | 0.02% | +8,697+14.6% | Added |
| Pictet Asset Management Holding SA | 66,863 | $13.8M | 0.02% | +4,474+7.2% | Added |
| Crossmark Global Holdings, Inc. | 65,883 | $13.6M | 0.28% | −3,708−5.3% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 65,718 | $13.5M | 0.05% | −675−1.0% | Reduced |
| Public Employees Retirement System of Ohio | 64,770 | $13.3M | 0.05% | −4,058−5.9% | Reduced |
| Washington Trust Co | 64,631 | $13.3M | 0.53% | −1,319−2.0% | Reduced |
| State of New Jersey Common Pension Fund D | 63,607 | $13.1M | 0.04% | 00.0% | Unchanged |
| Diamond Hill Capital Management Inc | 63,367 | $13.0M | 0.06% | −16,598−20.8% | Reduced |
| McRae Capital Management Inc | 62,789 | $12.9M | 3.23% | −135−0.2% | Reduced |
| BNP Paribas Arbitrage, SA | 62,481 | $12.9M | 0.02% | +14,868+31.2% | Added |
| Advisors Asset Management, Inc. | 62,416 | $12.8M | 0.26% | −99−0.2% | Reduced |
| State of Wisconsin Investment Board | 62,335 | $12.8M | 0.04% | −7,981−11.4% | Reduced |
| Schroder Investment Management Group | 61,515 | $12.7M | 0.02% | +44,619+264.1% | Added |
| 1623 Capital LLC | 61,000 | $12.6M | 7.27% | −2,400−3.8% | Reduced |
| Colony Group, LLC | 58,303 | $12.0M | 0.16% | +58,303 | New |
| Mn Services Vermogensbeheer B.V. | 55,830 | $11.5M | 0.10% | −200−0.4% | Reduced |
| FIL Ltd | 55,461 | $11.4M | 0.01% | 00.0% | Unchanged |
| Korea Investment CORP | 54,425 | $11.2M | 0.03% | −1,453−2.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 54,423 | $11.2M | 0.02% | +2,415+4.6% | Added |
| Core Alternative Capital | 54,359 | $11.2M | 1.92% | −22,359−29.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 54,101 | $11.1M | 0.10% | +10,447+23.9% | Added |
| Ensign Peak Advisors, Inc | 53,987 | $11.1M | 0.02% | −5,190−8.8% | Reduced |
| Canada Pension Plan Investment Board | 53,700 | $11.0M | 0.01% | +33,017+159.6% | Added |
| Treasurer of the State of North Carolina | 53,657 | $11.0M | 0.05% | −961−1.8% | Reduced |
| FineMark National Bank & Trust | 53,425 | $11.0M | 0.45% | +273+0.5% | Added |
| ProShare Advisors LLC | 53,296 | $11.0M | 0.03% | +1,004+1.9% | Added |
| Manning & Napier Group, LLC | 53,056 | $10.9M | 0.13% | −6,643−11.1% | Reduced |
| Forsta Ap-Fonden | 53,000 | $10.9M | 0.11% | −3,900−6.9% | Reduced |
| Southernsun Asset Management, LLC | 52,945 | $10.9M | 1.26% | −2,135−3.9% | Reduced |
| DekaBank Deutsche Girozentrale | 52,809 | $10.9M | 0.02% | +429+0.8% | Added |
| US Bancorp | 52,727 | $10.9M | 0.02% | +1,107+2.1% | Added |
| The PNC Financial Services Group, Inc. | 51,938 | $10.7M | 0.01% | −12,188−19.0% | Reduced |
| Running Oak Capital LLC | 51,608 | $10.6M | 2.09% | +5,854+12.8% | Added |
| Asset Management One Co.,Ltd. | 51,535 | $10.6M | 0.04% | −1,261−2.4% | Reduced |
| Royal London Asset Management Ltd | 51,544 | $10.6M | 0.03% | −302−0.6% | Reduced |
| Boston Trust Walden Corp | 51,454 | $10.6M | 0.08% | −158,336−75.5% | Reduced |
| Alley Investment Management Company, LLC | 51,038 | $10.5M | 1.53% | +4,499+9.7% | Added |
| Vision Capital Management, Inc. | 49,360 | $10.2M | 1.58% | +283+0.6% | Added |
| Motley Fool Asset Management LLC | 49,139 | $10.1M | 0.75% | −1,273−2.5% | Reduced |
| Commerce Bank | 48,526 | $9.98M | 0.07% | −2,550−5.0% | Reduced |
| Victory Capital Management Inc | 48,104 | $9.90M | 0.01% | −1,678−3.4% | Reduced |
| Advisor Group Holdings, Inc. | 47,542 | $9.79M | 0.02% | −23,698−33.3% | Reduced |
| Mattern Capital Management, LLC | 45,216 | $9.30M | 1.35% | +399+0.9% | Added |
| Aptus Capital Advisors, LLC | 44,789 | $9.22M | 0.27% | −4,020−8.2% | Reduced |
| Capital Group Private Client Services, Inc. | 44,362 | $9.13M | 0.09% | −1,993−4.3% | Reduced |
| Comerica Bank | 43,615 | $8.97M | 0.04% | −1,711−3.8% | Reduced |
| Zevenbergen Capital Investments LLC | 43,000 | $8.85M | 0.20% | +16,000+59.3% | Added |
| Marks Group Wealth Management, Inc | 42,684 | $8.78M | 1.00% | −1,143−2.6% | Reduced |
| Addenda Capital Inc. | 41,833 | $8.64M | 0.34% | −328−0.8% | Reduced |
| Swiss Life Asset Management Ltd | 41,865 | $8.62M | 0.10% | −13,107−23.8% | Reduced |
| CI Private Wealth, LLC | 41,266 | $8.49M | 0.02% | −890−2.1% | Reduced |
| McCollum Christoferson Group LLC | 41,205 | $8.48M | 2.56% | −535−1.3% | Reduced |
| Santa Monica Partners LP | 40,793 | $8.39M | 6.21% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 40,546 | $8.34M | 0.06% | −400−1.0% | Reduced |
| Aviva PLC | 40,540 | $8.34M | 0.03% | +997+2.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 40,213 | $8.27M | 0.02% | +16,788+71.7% | Added |
| Bell Asset Management Ltd | 39,921 | $8.21M | 1.25% | −145−0.4% | Reduced |
| GHP Investment Advisors, Inc. | 38,783 | $7.98M | 0.43% | +173+0.4% | Added |
| Renaissance Technologies LLC | 38,300 | $7.88M | 0.01% | −96,600−71.6% | Reduced |
| Transform Wealth, LLC | 36,808 | $7.60M | 0.74% | +1,117+3.1% | Added |
| Captrust Financial Advisors | 36,814 | $7.57M | 0.03% | +4,216+12.9% | Added |
| MML Investors Services, LLC | 35,934 | $7.39M | 0.03% | +1,713+5.0% | Added |
| STRS Ohio | 35,571 | $7.32M | 0.03% | +9,071+34.2% | Added |
| American Money Management, LLC | 35,567 | $7.32M | 1.65% | −163−0.5% | Reduced |
| National Bank of Canada | 35,336 | $7.06M | 0.01% | +1,723+5.1% | Added |
| Crown Oak Advisors, LLC | 34,179 | $7.03M | 4.11% | +34,179 | New |
| AQR Capital Management LLC | 33,927 | $6.98M | 0.01% | +15,464+83.8% | Added |
| Barlow Wealth Partners, Inc. | 33,833 | $6.96M | 0.99% | +33,833 | New |
| O'Brien Greene & Co. Inc | 33,788 | $6.95M | 2.44% | −506−1.5% | Reduced |
| Independent Advisor Alliance | 33,206 | $6.83M | 0.25% | −3,000−8.3% | Reduced |
| Achmea Investment Management B.V. | 32,607 | $6.71M | 0.14% | +14,627+81.4% | Added |
| MetLife Investment Management | 32,584 | $6.70M | 0.05% | −691−2.1% | Reduced |
| American International Group, Inc. | 32,500 | $6.69M | 0.03% | −29−0.1% | Reduced |
| Arizona State Retirement System | 32,463 | $6.68M | 0.05% | +276+0.9% | Added |
| State of Michigan Retirement System | 32,160 | $6.62M | 0.04% | −200−0.6% | Reduced |
| Amalgamated Bank | 32,058 | $6.60M | 0.05% | +654+2.1% | Added |