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 |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 13,664 | $2.81M | 0.04% | −173−1.3% | Reduced |
| British Columbia Investment Management Corp | 13,599 | $2.80M | 0.02% | +2,877+26.8% | Added |
| Nissay Asset Management Corp | 13,289 | $2.73M | 0.02% | +589+4.6% | Added |
| HBK Sorce Advisory LLC | 12,982 | $2.67M | 0.10% | −713−5.2% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 12,900 | $2.65M | 1.88% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 12,721 | $2.62M | 0.03% | −1,345−9.6% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 12,500 | $2.57M | 0.17% | −4,500−26.5% | Reduced |
| Whittier Trust Co | 12,444 | $2.56M | 0.04% | −199−1.6% | Reduced |
| Oppenheimer Asset Management Inc. | 12,376 | $2.55M | 0.04% | −865−6.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 12,205 | $2.51M | 0.01% | +572+4.9% | Added |
| Bleakley Financial Group, LLC | 12,160 | $2.50M | 0.08% | +14+0.1% | Added |
| Coldstream Capital Management Inc | 12,151 | $2.50M | 0.07% | +580+5.0% | Added |
| Schechter Investment Advisors, LLC | 12,075 | $2.48M | 0.22% | −553−4.4% | Reduced |
| Sawtooth Solutions, LLC | 12,039 | $2.48M | 0.07% | −107−0.9% | Reduced |
| Fruth Investment Management | 11,755 | $2.42M | 0.68% | −1,775−13.1% | Reduced |
| Rockefeller Capital Management L.P. | 11,626 | $2.39M | 0.01% | +747+6.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 11,565 | $2.38M | 0.03% | +288+2.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,295 | $2.32M | 0.03% | +233+2.1% | Added |
| Henshaw Capital LLC | 11,281 | $2.32M | 0.12% | +50+0.4% | Added |
| Atlas Private Wealth Management | 11,219 | $2.31M | 1.09% | +301+2.8% | Added |
| Mraz, Amerine & Associates, Inc. | 11,168 | $2.30M | 0.48% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 11,138 | $2.29M | 0.01% | −145−1.3% | Reduced |
| Strengthening Families & Communities, LLC | 10,973 | $2.26M | 1.57% | +630+6.1% | Added |
| Second Line Capital, LLC | 10,894 | $2.25M | 0.90% | +10,894 | New |
| Lantz Financial LLC | 10,933 | $2.25M | 0.81% | +73+0.7% | Added |
| Wealthfront Advisers LLC | 10,825 | $2.23M | 0.01% | +3,394+45.7% | Added |
| Kesler, Norman & Wride, LLC | 10,602 | $2.18M | 0.50% | +40+0.4% | Added |
| Guardian Wealth Advisors, LLC | 10,513 | $2.16M | 0.33% | +196+1.9% | Added |
| Wimmer Associates 1, LLC | 10,366 | $2.13M | 1.20% | 00.0% | Unchanged |
| Regions Financial Corp | 10,353 | $2.13M | 0.02% | −78−0.7% | Reduced |
| Elo Mutual Pension Insurance Co | 10,313 | $2.12M | 0.06% | +10,313 | New |
| PDT Partners, LLC | 10,302 | $2.12M | 0.23% | +3,504+51.5% | Added |
| Kensington Investment Counsel, LLC | 10,190 | $2.10M | 1.10% | +1,746+20.7% | Added |
| Teachers Retirement System of the State of Kentucky | 10,124 | $2.08M | 0.02% | −452−4.3% | Reduced |
| Roundview Capital LLC | 10,115 | $2.08M | 0.19% | −465−4.4% | Reduced |
| Pinnacle Associates Ltd | 10,054 | $2.07M | 0.03% | −139−1.4% | Reduced |
| Donoghue Forlines LLC | 10,031 | $2.06M | 0.65% | +6,009+149.4% | Added |
| Candriam Luxembourg S.C.A. | 9,985 | $2.05M | 0.01% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 9,976 | $2.05M | 0.29% | −1,369−12.1% | Reduced |
| SRN Advisors, LLC | 9,937 | $2.04M | 1.83% | +4,863+95.8% | Added |
| Leavell Investment Management, Inc. | 9,895 | $2.04M | 0.13% | −280−2.8% | Reduced |
| Rafferty Asset Management, LLC | 9,874 | $2.03M | 0.01% | +482+5.1% | Added |
| Gulf International Bank (UK) Ltd | 9,684 | $1.99M | 0.06% | −1,103−10.2% | Reduced |
| Tilia Fiduciary Partners, Inc. | 9,621 | $1.98M | 1.84% | +672+7.5% | Added |
| Northwest Investment Counselors, LLC | 9,443 | $1.94M | 0.52% | −160−1.7% | Reduced |
| Kentucky Retirement Systems | 9,413 | $1.94M | 0.06% | +10.0% | Added |
| Graham Capital Management, L.P. | 9,339 | $1.92M | 0.06% | −240−2.5% | Reduced |
| Quantinno Capital Management LP | 9,321 | $1.92M | 0.07% | −708−7.1% | Reduced |
| Siemens Fonds Invest GmbH | 9,219 | $1.90M | 0.15% | −1,720−15.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 9,202 | $1.89M | 0.03% | +1,576+20.7% | Added |
| Mirabaud Asset Management Ltd | 9,198 | $1.89M | 0.81% | +9,198 | New |
| Maryland State Retirement & Pension System | 9,048 | $1.86M | 0.04% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 9,046 | $1.86M | 0.02% | +2,765+44.0% | Added |
| PGGM Investments | 9,021 | $1.86M | 0.03% | 00.0% | Unchanged |
| Toroso Investments, LLC | 8,870 | $1.83M | 0.04% | −5,753−39.3% | Reduced |
| First National Advisers, LLC | 8,838 | $1.82M | 0.52% | +896+11.3% | Added |
| TrimTabs Asset Management, LLC | 8,731 | $1.80M | 0.52% | +8,731 | New |
| Dai-Ichi Life Insurance Company, Ltd | 8,730 | $1.80M | 0.04% | −334−3.7% | Reduced |
| Buckhead Capital Management LLC | 8,710 | $1.79M | 0.66% | +875+11.2% | Added |
| Silvercrest Asset Management Group LLC | 8,606 | $1.77M | 0.01% | −270−3.0% | Reduced |
| Meyer Handelman Co | 8,600 | $1.77M | 0.07% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 8,523 | $1.75M | 0.00% | +903+11.9% | Added |
| Voloridge Investment Management, LLC | 8,514 | $1.75M | 0.01% | +1,956+29.8% | Added |
| Legacy Advisors, LLC | 8,318 | $1.72M | 0.22% | −907−9.8% | Reduced |
| Cerity Partners LLC | 8,289 | $1.71M | 0.01% | +2,395+40.6% | Added |
| Northwestern Mutual Wealth Management Co | 8,145 | $1.68M | 0.00% | +432+5.6% | Added |
| Transcend Wealth Collective, LLC | 8,112 | $1.67M | 0.15% | +809+11.1% | Added |
| Park Avenue Securities LLC | 8,107 | $1.67M | 0.02% | −492−5.7% | Reduced |
| Lee Financial Co | 8,054 | $1.66M | 0.29% | −5−0.1% | Reduced |
| Koshinski Asset Management, Inc. | 7,950 | $1.64M | 0.25% | +1,838+30.1% | Added |
| Sentry LLC | 7,948 | $1.64M | 0.35% | 00.0% | Unchanged |
| Hartford Investment Management Co | 7,922 | $1.63M | 0.06% | −136−1.7% | Reduced |
| MAI Capital Management | 7,911 | $1.63M | 0.02% | −459−5.5% | Reduced |
| Cetera Investment Advisers | 7,854 | $1.62M | 0.01% | −284−3.5% | Reduced |
| Holocene Advisors, LP | 7,844 | $1.61M | 0.01% | −11,194−58.8% | Reduced |
| Woodline Partners LP | 7,781 | $1.60M | 0.02% | −12,893−62.4% | Reduced |
| Illinois Municipal Retirement Fund | 7,761 | $1.60M | 0.03% | 00.0% | Unchanged |
| CenterBook Partners LP | 7,750 | $1.59M | 0.19% | −1,137−12.8% | Reduced |
| Concurrent Investment Advisors, LLC | 7,732 | $1.59M | 0.08% | +7,732 | New |
| Kestra Advisory Services, LLC | 7,650 | $1.57M | 0.01% | +859+12.6% | Added |
| Securian Asset Management, Inc | 7,466 | $1.54M | 0.04% | −976−11.6% | Reduced |
| Welch & Forbes LLC | 7,457 | $1.53M | 0.02% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 7,276 | $1.50M | 0.24% | +71+1.0% | Added |
| Boyar Asset Management Inc. | 7,230 | $1.49M | 1.12% | −80−1.1% | Reduced |
| Vontobel Holding Ltd. | 7,226 | $1.49M | 0.01% | +5,395+294.6% | Added |
| AE Wealth Management LLC | 7,130 | $1.48M | 0.01% | −306−4.1% | Reduced |
| Allen Capital Group, LLC | 7,162 | $1.47M | 0.24% | +346+5.1% | Added |
| SG Americas Securities, LLC | 7,122 | $1.47M | 0.02% | +2,693+60.8% | Added |
| Louisiana State Employees Retirement System | 7,100 | $1.46M | 0.03% | −200−2.7% | Reduced |
| Quest Partners LLC | 7,095 | $1.46M | 0.31% | +7,095 | New |
| Oxbow Advisors, LLC | 7,069 | $1.45M | 0.22% | −23−0.3% | Reduced |
| Cresset Asset Management, LLC | 7,030 | $1.45M | 0.01% | −1,038−12.9% | Reduced |
| Naples Global Advisors, LLC | 6,960 | $1.44M | 0.16% | −324−4.4% | Reduced |
| Trueblood Wealth Management, LLC | 6,971 | $1.43M | 0.90% | +6,971 | New |
| Bessemer Group Inc | 6,903 | $1.42M | 0.00% | −300−4.2% | Reduced |
| SNS Financial Group, LLC | 6,878 | $1.42M | 0.17% | −796−10.4% | Reduced |
| Adviser Investments LLC | 6,858 | $1.41M | 0.02% | +6,858 | New |
| EFG Asset Management (Americas) Corp. | 6,731 | $1.38M | 0.30% | −525−7.2% | Reduced |
| Dean Capital Management | 6,667 | $1.37M | 0.85% | −68−1.0% | Reduced |
| Spears Abacus Advisors LLC | 6,660 | $1.37M | 0.11% | +200+3.1% | Added |