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 |
|---|---|---|---|---|---|
| Hilltop Holdings Inc. | 6,562 | $1.35M | 0.15% | −276−4.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 6,492 | $1.34M | 0.00% | −637−8.9% | Reduced |
| Principal Securities, Inc. | 6,473 | $1.33M | 0.05% | +6,473 | New |
| Pegasus Partners Ltd. | 6,470 | $1.33M | 0.16% | −713−9.9% | Reduced |
| Metis Global Partners, LLC | 6,468 | $1.33M | 0.05% | −478−6.9% | Reduced |
| Beacon Pointe Advisors, LLC | 6,250 | $1.29M | 0.02% | −1,520−19.6% | Reduced |
| Raymond James Trust N.A. | 6,163 | $1.27M | 0.03% | +96+1.6% | Added |
| New Mexico Educational Retirement Board | 6,150 | $1.26M | 0.05% | 00.0% | Unchanged |
| Castellan Group, LLC | 6,098 | $1.25M | 0.78% | +6,098 | New |
| Benjamin Edwards Inc | 6,041 | $1.24M | 0.27% | −26−0.4% | Reduced |
| TCTC Holdings, LLC | 5,927 | $1.22M | 0.04% | +20.0% | Added |
| Catalyst Capital Advisors LLC | 5,853 | $1.20M | 0.03% | −1,263−17.7% | Reduced |
| Crawford Investment Counsel Inc | 5,831 | $1.20M | 0.02% | +107+1.9% | Added |
| Cetera Advisors LLC | 5,735 | $1.18M | 0.02% | +749+15.0% | Added |
| Lido Advisors, LLC | 5,639 | $1.16M | 0.01% | −152−2.6% | Reduced |
| CWM, LLC | 5,648 | $1.16M | 0.01% | +431+8.3% | Added |
| Hantz Financial Services, Inc. | 5,635 | $1.16M | 0.03% | −392−6.5% | Reduced |
| Tiaa Trust, National Association | 5,417 | $1.11M | 0.00% | −341−5.9% | Reduced |
| Westpac Banking Corp | 5,366 | $1.10M | 0.09% | +5,066+1,688.7% | Added |
| JustInvest LLC | 5,350 | $1.10M | 0.03% | +624+13.2% | Added |
| Avantax Advisory Services, Inc. | 5,312 | $1.09M | 0.01% | +1,076+25.4% | Added |
| Wambolt & Associates, LLC | 5,309 | $1.09M | 0.36% | −1,038−16.4% | Reduced |
| Edgestream Partners, L.P. | 5,296 | $1.09M | 0.08% | +5,296 | New |
| Cornercap Investment Counsel Inc | 5,295 | $1.09M | 0.18% | +5,295 | New |
| Johnson Investment Counsel Inc | 5,168 | $1.06M | 0.01% | −35−0.7% | Reduced |
| D. E. Shaw & Co., Inc. | 5,117 | $1.05M | 0.00% | +5,117 | New |
| Thrivent Financial for Lutherans | 5,108 | $1.05M | 0.00% | −74−1.4% | Reduced |
| Sepio Capital, LP | 5,039 | $1.04M | 0.09% | −788−13.5% | Reduced |
| Montag & Caldwell, LLC | 5,019 | $1.03M | 0.18% | −15−0.3% | Reduced |
| 1832 Asset Management L.P. | 5,004 | $1.03M | 0.00% | +454+10.0% | Added |
| NBC Securities, Inc. | 4,995 | $1.03M | 0.10% | −134−2.6% | Reduced |
| Prospera Financial Services Inc | 4,983 | $1.03M | 0.03% | +54+1.1% | Added |
| Ossiam | 4,912 | $1.01M | 0.02% | −4,402−47.3% | Reduced |
| CWS Financial Advisors, LLC | 4,912 | $1.01M | 0.38% | −378−7.1% | Reduced |
| Metropolitan Life Insurance Co | 4,788 | $985.1K | 0.05% | −98−2.0% | Reduced |
| Ostrum Asset Management | 4,754 | $978.1K | 0.09% | +2,131+81.2% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 4,320 | $964.1K | 0.01% | +4,320 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 4,669 | $961.0K | 0.02% | +262+5.9% | Added |
| Fiduciary Trust Co | 4,616 | $949.7K | 0.02% | +980+27.0% | Added |
| NewEdge Wealth, LLC | 4,513 | $928.5K | 0.02% | −159−3.4% | Reduced |
| E. Ohman J:or Asset Management AB | 4,500 | $925.9K | 0.03% | −1,100−19.6% | Reduced |
| Wall Street Access Asset Management, LLC | 4,500 | $925.9K | 0.43% | 00.0% | Unchanged |
| Intech Investment Management LLC | 4,472 | $920.1K | 0.01% | −5,660−55.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 4,443 | $914.1K | 0.01% | +4,443 | New |
| Proequities, Inc. | 4,417 | $912.2K | 0.07% | −51−1.1% | Reduced |
| HighPoint Advisor Group LLC | 4,463 | $903.0K | 0.06% | +4,463 | New |
| Tributary Capital Management, LLC | 4,372 | $899.5K | 0.08% | +68+1.6% | Added |
| Vestmark Advisory Solutions, Inc. | 4,363 | $897.7K | 0.05% | −85−1.9% | Reduced |
| DT Investment Partners, LLC | 4,272 | $892.7K | 0.10% | 00.0% | Unchanged |
| Unigestion Holding SA | 4,335 | $891.9K | 0.05% | +1,737+66.9% | Added |
| Private Advisor Group, LLC | 4,326 | $890.0K | 0.01% | +217+5.3% | Added |
| Alaska Permanent Fund Corp | 4,302 | $885.1K | 0.01% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 4,300 | $884.7K | 0.00% | −703−14.1% | Reduced |
| Guardian Wealth Management, Inc. | 4,259 | $876.3K | 0.74% | −24−0.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 4,191 | $862.3K | 0.06% | −11−0.3% | Reduced |
| Norinchukin Bank, The | 4,184 | $860.9K | 0.02% | −477−10.2% | Reduced |
| Merit Financial Group, LLC | 4,141 | $852.0K | 0.03% | +1,214+41.5% | Added |
| ABLE Financial Group, LLC | 4,130 | $849.7K | 0.37% | −349−7.8% | Reduced |
| Teamwork Financial Advisors, LLC | 4,090 | $841.5K | 0.14% | +63+1.6% | Added |
| TrinityPoint Wealth, LLC | 4,088 | $841.1K | 0.15% | +20.0% | Added |
| QRG Capital Management, Inc. | 4,059 | $835.2K | 0.01% | +954+30.7% | Added |
| Jefferies Financial Group Inc. | 4,028 | $828.8K | 0.01% | −2,630−39.5% | Reduced |
| Biltmore Family Office, LLC | 4,000 | $826.2K | 0.17% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 4,013 | $825.7K | 0.34% | 00.0% | Unchanged |
| Bank Ozk | 4,000 | $823.0K | 0.40% | 00.0% | Unchanged |
| Empirical Finance, LLC | 3,986 | $820.1K | 0.06% | +39+1.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 3,970 | $816.8K | 0.04% | −880−18.1% | Reduced |
| Summit Financial, LLC | 3,947 | $815.3K | 0.05% | −169−4.1% | Reduced |
| Vinva Investment Management Ltd | 3,910 | $804.8K | 0.06% | +3,910 | New |
| Lincoln National Corp | 3,835 | $789.0K | 0.01% | +781+25.6% | Added |
| Aquatic Capital Management LLC | 3,800 | $782.0K | 0.02% | +3,800 | New |
| Symmetry Partners, LLC | 3,740 | $770.0K | 0.04% | −124−3.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 3,724 | $766.2K | 0.02% | −5−0.1% | Reduced |
| Legacy Capital Wealth Partners, LLC | 3,705 | $762.4K | 0.22% | −41−1.1% | Reduced |
| Cedar Mountain Advisors, LLC | 3,671 | $755.3K | 0.20% | +3+0.1% | Added |
| Eukles Asset Management | 3,638 | $748.5K | 0.35% | −21−0.6% | Reduced |
| Quadrant Capital Group LLC | 3,617 | $744.2K | 0.06% | −89−2.4% | Reduced |
| Davy Global Fund Management Ltd | 3,596 | $739.9K | 0.09% | −136−3.6% | Reduced |
| Accredited Investors Inc. | 3,571 | $734.7K | 0.05% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 3,534 | $729.8K | 0.01% | +1,958+124.2% | Added |
| CIBC World Markets Inc. | 3,519 | $724.0K | 0.00% | +3,519 | New |
| Squarepoint Ops LLC | 3,482 | $716.4K | 0.00% | −51,773−93.7% | Reduced |
| Hilton Capital Management, LLC | 3,476 | $715.2K | 0.08% | +2,321+201.0% | Added |
| Convergence Investment Partners, LLC | 3,456 | $711.0K | 0.37% | −172−4.7% | Reduced |
| Gotham Asset Management, LLC | 3,430 | $705.7K | 0.01% | −17,927−83.9% | Reduced |
| Sompo Asset Management Co., Ltd. | 3,390 | $697.5K | 0.13% | −2,790−45.1% | Reduced |
| TD Private Client Wealth LLC | 3,345 | $688.2K | 0.02% | −305−8.4% | Reduced |
| Credit Agricole S A | 3,329 | $684.9K | 0.01% | +2,218+199.6% | Added |
| National Asset Management, Inc. | 3,308 | $683.3K | 0.02% | −1,469−30.8% | Reduced |
| Menard Financial Group LLC | 3,311 | $681.2K | 0.85% | +47+1.4% | Added |
| Delta Financial Group, Inc. | 3,295 | $678.0K | 0.21% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 3,277 | $674.2K | 0.04% | +268+8.9% | Added |
| Everpar Advisors LLC | 3,271 | $673.0K | 0.31% | +3,271 | New |
| Mission Wealth Management, LP | 3,237 | $665.9K | 0.02% | −11−0.3% | Reduced |
| D.B. Root & Company, LLC | 3,233 | $665.2K | 0.24% | −17−0.5% | Reduced |
| Key Client Fiduciary Advisors, LLC | 3,216 | $661.7K | 0.39% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 3,206 | $659.6K | 0.17% | 00.0% | Unchanged |
| Gateway Advisory, LLC | 3,166 | $651.4K | 0.13% | −57−1.8% | Reduced |
| Fulton Bank, N.A. | 3,154 | $648.9K | 0.03% | +221+7.5% | Added |
| Forza Wealth Management, LLC | 3,150 | $648.1K | 0.36% | −2,629−45.5% | Reduced |