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 |
|---|---|---|---|---|---|
| Northstar Group, Inc. | 31,760 | $6.53M | 1.42% | −21−0.1% | Reduced |
| Blair William & Co | 31,645 | $6.51M | 0.02% | −314−1.0% | Reduced |
| Commonwealth Equity Services, LLC | 31,115 | $6.40M | 0.01% | −1,370−4.2% | Reduced |
| AXA S.A. | 30,553 | $6.29M | 0.02% | +1,428+4.9% | Added |
| Fifth Third Bancorp | 30,537 | $6.28M | 0.03% | +628+2.1% | Added |
| Nomura Asset Management Co Ltd | 30,234 | $6.22M | 0.03% | −99−0.3% | Reduced |
| Great Lakes Advisors, LLC | 30,192 | $6.21M | 0.06% | −641−2.1% | Reduced |
| Power Corp of Canada | 30,139 | $6.20M | 0.64% | +30,139 | New |
| Palmer Knight Co | 29,949 | $6.16M | 3.72% | −6,579−18.0% | Reduced |
| Brady Family Wealth, LLC | 29,274 | $6.02M | 2.06% | −144−0.5% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 28,742 | $5.91M | 0.07% | +1,600+5.9% | Added |
| Brown Advisory Inc | 28,154 | $5.79M | 0.01% | +766+2.8% | Added |
| DnB Asset Management AS | 27,790 | $5.72M | 0.03% | −688−2.4% | Reduced |
| Aureus Asset Management, LLC | 27,495 | $5.66M | 0.41% | −516−1.8% | Reduced |
| Institutional & Family Asset Management, LLC | 27,172 | $5.59M | 0.92% | −3,903−12.6% | Reduced |
| Kestra Private Wealth Services, LLC | 27,020 | $5.56M | 0.14% | +382+1.4% | Added |
| Logan Capital Management Inc | 27,001 | $5.56M | 0.26% | −9,485−26.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 26,548 | $5.46M | 0.09% | −130−0.5% | Reduced |
| Shell Asset Management Co | 26,461 | $5.44M | 0.25% | −7,236−21.5% | Reduced |
| Retirement Systems of Alabama | 25,929 | $5.33M | 0.02% | −778−2.9% | Reduced |
| Greenleaf Trust | 25,895 | $5.33M | 0.06% | +75+0.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 25,763 | $5.30M | 0.04% | +2,013+8.5% | Added |
| Buffington Mohr McNeal | 25,537 | $5.25M | 1.06% | −948−3.6% | Reduced |
| Brown Capital Management LLC | 25,396 | $5.23M | 0.08% | −1,488−5.5% | Reduced |
| Geneos Wealth Management Inc. | 25,351 | $5.22M | 0.26% | −10,698−29.7% | Reduced |
| Xponance, Inc. | 24,584 | $5.06M | 0.06% | −887−3.5% | Reduced |
| Ghisallo Capital Management LLC | 24,500 | $5.04M | 0.52% | +24,500 | New |
| Neuberger Berman Group LLC | 24,345 | $5.01M | 0.00% | +15,761+183.6% | Added |
| Texas Permanent School Fund | 24,285 | $5.00M | 0.04% | −116−0.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 24,013 | $4.94M | 0.03% | +40.0% | Added |
| Flputnam Investment Management Co | 23,657 | $4.87M | 0.11% | −5,161−17.9% | Reduced |
| Brasada Capital Management, LP | 23,580 | $4.85M | 0.96% | −2,324−9.0% | Reduced |
| Capital International Inc | 23,400 | $4.81M | 0.08% | −137−0.6% | Reduced |
| Hamilton Point Investment Advisors, LLC | 22,630 | $4.67M | 0.94% | +557+2.5% | Added |
| Parsons Capital Management Inc | 22,648 | $4.66M | 0.33% | +29+0.1% | Added |
| Allianz Asset Management GmbH | 22,575 | $4.64M | 0.01% | +7,420+49.0% | Added |
| Swedbank AB | 22,454 | $4.62M | 0.01% | +2,594+13.1% | Added |
| Atria Investments LLC | 22,417 | $4.61M | 0.07% | +3,781+20.3% | Added |
| IFM Investors Pty Ltd | 22,287 | $4.59M | 0.06% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 22,245 | $4.58M | 0.08% | +22,245 | New |
| Axxcess Wealth Management, LLC | 22,225 | $4.57M | 0.14% | +22,225 | New |
| Mariner, LLC | 22,173 | $4.56M | 0.01% | +1,223+5.8% | Added |
| Creative Planning | 21,772 | $4.48M | 0.01% | +2,326+12.0% | Added |
| Suncoast Equity Management | 21,745 | $4.47M | 0.59% | +505+2.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 21,542 | $4.43M | 0.02% | +21,542 | New |
| USS Investment Management Ltd | 20,711 | $4.26M | 0.04% | +678+3.4% | Added |
| Czech National Bank | 20,606 | $4.24M | 0.06% | −38−0.2% | Reduced |
| Middleton & Co Inc | 20,560 | $4.23M | 0.53% | −518−2.5% | Reduced |
| First Hawaiian Bank | 20,477 | $4.21M | 0.13% | −1,613−7.3% | Reduced |
| Ethic Inc. | 20,396 | $4.20M | 0.12% | +2,578+14.5% | Added |
| Cynosure Management, LLC | 20,353 | $4.19M | 0.75% | −39−0.2% | Reduced |
| Utah Retirement Systems | 20,291 | $4.17M | 0.05% | +100+0.5% | Added |
| GWM Advisors LLC | 20,161 | $4.16M | 0.04% | +2,471+14.0% | Added |
| Security National Bank | 20,173 | $4.15M | 0.94% | −576−2.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 20,143 | $4.14M | 0.02% | −2,825−12.3% | Reduced |
| WSFS Capital Management, LLC | 20,063 | $4.13M | 0.26% | +490+2.5% | Added |
| M&T Bank Corp | 19,722 | $4.06M | 0.01% | −131−0.7% | Reduced |
| Burney Co | 19,692 | $4.05M | 0.17% | −20−0.1% | Reduced |
| Handelsbanken Fonder AB | 19,653 | $4.04M | 0.02% | −33,959−63.3% | Reduced |
| TownSquare Capital, LLC | 19,592 | $4.03M | 0.07% | +60.0% | Added |
| Prudential PLC | 19,292 | $3.97M | 0.04% | +13,229+218.2% | Added |
| Tower Research Capital LLC (TRC) | 19,261 | $3.96M | 0.05% | +11,916+162.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 19,202 | $3.95M | 0.01% | −28,788−60.0% | Reduced |
| Griffin Asset Management, Inc. | 19,178 | $3.95M | 0.50% | +258+1.4% | Added |
| SEI Investments Co | 18,858 | $3.88M | 0.01% | +1,069+6.0% | Added |
| Degroof Petercam Asset Management | 18,800 | $3.87M | 0.05% | +18,800 | New |
| Tredje AP-fonden | 18,701 | $3.85M | 0.05% | −772−4.0% | Reduced |
| American Century Companies Inc | 18,584 | $3.82M | 0.00% | +2,456+15.2% | Added |
| New York Life Investment Management LLC | 18,444 | $3.79M | 0.04% | +52+0.3% | Added |
| Pathstone Holdings, LLC | 18,220 | $3.77M | 0.02% | +18,220 | New |
| Intrust Bank NA | 18,133 | $3.73M | 0.43% | −218−1.2% | Reduced |
| Garrison Asset Management, LLC | 18,029 | $3.71M | 2.05% | −169−0.9% | Reduced |
| Panagora Asset Management Inc | 17,240 | $3.55M | 0.02% | −327−1.9% | Reduced |
| AdvisorShares Investments LLC | 16,930 | $3.48M | 0.82% | −2,446−12.6% | Reduced |
| Long Road Investment Counsel, LLC | 16,950 | $3.46M | 1.44% | −500−2.9% | Reduced |
| Janney Montgomery Scott LLC | 16,711 | $3.44M | 0.01% | −2,043−10.9% | 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 |
| CIBC Asset Management Inc | 16,449 | $3.38M | 0.01% | −782−4.5% | Reduced |
| Stratos Wealth Partners, LTD. | 16,308 | $3.36M | 0.06% | −26−0.2% | Reduced |
| Advisory Services Network, LLC | 16,258 | $3.35M | 0.08% | −396−2.4% | Reduced |
| ING Groep NV | 16,106 | $3.31M | 0.03% | +1,277+8.6% | Added |
| Yousif Capital Management, LLC | 16,090 | $3.31M | 0.04% | −736−4.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 15,963 | $3.28M | 0.01% | −139−0.9% | Reduced |
| Jump Financial, LLC | 15,952 | $3.28M | 0.11% | −21,585−57.5% | Reduced |
| Mutual of America Capital Management LLC | 15,747 | $3.24M | 0.04% | −786−4.8% | Reduced |
| Sugarloaf Wealth Management, LLC | 15,629 | $3.22M | 0.78% | +428+2.8% | Added |
| Integrated Wealth Concepts LLC | 15,555 | $3.20M | 0.05% | +10,191+190.0% | Added |
| Daiwa Securities Group Inc. | 15,500 | $3.19M | 0.02% | +740+5.0% | Added |
| Occidental Asset Management, LLC | 15,393 | $3.17M | 0.66% | +160+1.1% | Added |
| Princeton Global Asset Management LLC | 15,277 | $3.14M | 0.79% | +569+3.9% | Added |
| Jane Street Group, LLC | 15,237 | $3.14M | 0.00% | −23,010−60.2% | Reduced |
| CIBC World Markets Corp | 15,160 | $3.12M | 0.02% | +8,641+132.6% | Added |
| Cetera Advisor Networks LLC | 14,986 | $3.08M | 0.02% | +855+6.1% | Added |
| SYSTM Wealth Solutions LLC | 14,477 | $2.99M | 0.41% | +501+3.6% | Added |
| First National Trust Co | 14,362 | $2.95M | 0.13% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 14,205 | $2.92M | 0.05% | +5,100+56.0% | Added |
| Mount Lucas Management LP | 14,185 | $2.92M | 1.03% | +14,185 | New |
| Zions Bancorporation, N.A. | 14,085 | $2.90M | 0.20% | +907+6.9% | Added |
| Appleton Partners Inc | 13,798 | $2.84M | 0.23% | −665−4.6% | Reduced |