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, Q1 2024
Institutional positions in Broadridge Financial Solutions, Inc. as of Mar 31, 2024. 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
- 940
- +28 vs. Q4 2023
- Shares held
- 105.6M
- −903.5K (−0.8%) vs. Q4 2023
- Total value
- $21.5B
- −$260.2M (−1.2%) vs. Q4 2023
- New holders
- 94
- 367 more added
- Sold out
- 66
- 325 more reduced
9 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Broadridge Financial Solutions, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 13,991,206 | $2.87B | 0.06% | +39,537+0.3% | Added |
| BlackRock Inc. | 9,723,118 | $1.99B | 0.05% | −31,197−0.3% | Reduced |
| Morgan Stanley | 6,017,077 | $1.23B | 0.10% | −169,460−2.7% | Reduced |
| State Street Corp | 4,883,805 | $1.00B | 0.04% | +69,420+1.4% | Added |
| Price T Rowe Associates Inc | 4,168,197 | $853.9M | 0.10% | +28,180+0.7% | Added |
| APG Asset Management N.V. | 4,013,158 | $761.2M | 1.33% | +128,670+3.3% | Added |
| Janus Henderson Group PLC | 3,275,391 | $671.0M | 0.37% | −59,673−1.8% | Reduced |
| Capital International Investors | 3,061,983 | $627.3M | 0.13% | +7,970+0.3% | Added |
| Geode Capital Management, LLC | 2,864,585 | $585.4M | 0.05% | +254,179+9.7% | Added |
| T. Rowe Price Investment Management, Inc. | 2,650,101 | $542.9M | 0.33% | +3220.0% | Added |
| Jensen Investment Management Inc | 1,776,877 | $364.0M | 2.78% | −5,978−0.3% | Reduced |
| Stifel Financial Corp | 1,582,469 | $324.2M | 0.37% | +50,394+3.3% | Added |
| Barclays PLC | 1,546,220 | $316.8M | 0.14% | −47,781−3.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,496,678 | $306.6M | 0.42% | +43,958+3.0% | Added |
| Northern Trust Corp | 1,290,029 | $264.3M | 0.05% | +49,775+4.0% | Added |
| Wells Fargo & Company | 1,274,560 | $261.1M | 0.07% | +32,418+2.6% | Added |
| Invesco Ltd. | 1,197,808 | $245.4M | 0.05% | +321,479+36.7% | Added |
| Bahl & Gaynor Inc | 1,102,233 | $225.8M | 1.26% | +20,023+1.9% | Added |
| Veritas Investment Partners (UK) Ltd. | 1,038,563 | $212.6M | 4.17% | +18,030+1.8% | Added |
| Macquarie Group Ltd | 992,756 | $203.4M | 0.23% | −14,595−1.4% | Reduced |
| Franklin Resources Inc | 958,474 | $196.4M | 0.06% | −6,329−0.7% | Reduced |
| Bank of New York Mellon Corp | 911,234 | $186.7M | 0.04% | −26,683−2.8% | Reduced |
| Dimensional Fund Advisors LP | 869,107 | $178.0M | 0.05% | −11,288−1.3% | Reduced |
| Fayez Sarofim & Co | 850,316 | $174.2M | 0.52% | −5,188−0.6% | Reduced |
| Legal & General Group Plc | 819,695 | $167.9M | 0.05% | +30,189+3.8% | Added |
| Bank of America Corp | 793,625 | $162.6M | 0.02% | +138,343+21.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 772,102 | $158.2M | 0.37% | +124,929+19.3% | Added |
| UBS Asset Management Americas Inc | 743,027 | $152.2M | 0.05% | +9,561+1.3% | Added |
| California Public Employees Retirement System | 710,211 | $145.5M | 0.10% | −22,983−3.1% | Reduced |
| Confluence Investment Management LLC | 703,082 | $144.0M | 1.94% | −45,437−6.1% | Reduced |
| JPMorgan Chase & Co | 669,482 | $137.2M | 0.01% | +301,941+82.2% | Added |
| Envestnet Asset Management Inc | 663,344 | $135.9M | 0.05% | −1,600−0.2% | Reduced |
| Baird Financial Group, Inc. | 651,856 | $133.5M | 0.28% | −3,970−0.6% | Reduced |
| Charles Schwab Investment Management Inc | 645,983 | $132.3M | 0.03% | +11,725+1.8% | Added |
| Goldman Sachs Group Inc | 642,397 | $131.6M | 0.03% | +170,366+36.1% | Added |
| Parnassus Investments | 542,280 | $111.1M | 0.24% | −253,373−31.8% | Reduced |
| Ninety One UK Ltd | 540,976 | $110.8M | 0.31% | −37,916−6.5% | Reduced |
| Millennium Management LLC | 522,917 | $107.1M | 0.09% | +39,552+8.2% | Added |
| Alliancebernstein L.P. | 472,276 | $96.8M | 0.03% | −7,483−1.6% | Reduced |
| Amundi | 499,164 | $96.3M | 0.04% | +67,863+15.7% | Added |
| CIBC Private Wealth Group, LLC | 463,200 | $94.1M | 0.18% | −10,620−2.2% | Reduced |
| Norges Bank | 440,192 | $90.2M | 0.01% | +111,616+34.0% | Added |
| Rathbone Brothers plc | 439,676 | $90.1M | 0.52% | +459+0.1% | Added |
| Man Group plc | 405,104 | $83.0M | 0.22% | −27,179−6.3% | Reduced |
| Raymond James & Associates | 398,793 | $81.7M | 0.06% | −344−0.1% | Reduced |
| Nuveen Asset Management, LLC | 398,751 | $81.7M | 0.02% | +11,990+3.1% | Added |
| Boston Financial Mangement LLC | 391,312 | $80.2M | 2.55% | +5,694+1.5% | Added |
| Ensemble Capital Management, LLC | 385,216 | $78.9M | 6.62% | +40,786+11.8% | Added |
| Mackenzie Financial Corp | 381,768 | $78.2M | 0.11% | +740+0.2% | Added |
| First Trust Advisors LP | 375,017 | $76.8M | 0.08% | −72,382−16.2% | Reduced |
| Schwartz Investment Counsel Inc | 369,350 | $75.7M | 2.76% | −5,100−1.4% | Reduced |
| Earnest Partners LLC | 364,195 | $74.6M | 0.34% | +75,006+25.9% | Added |
| Swiss National Bank | 352,300 | $72.2M | 0.05% | −17,000−4.6% | Reduced |
| Deutsche Bank AG | 332,354 | $68.1M | 0.03% | +11,685+3.6% | Added |
| Fenimore Asset Management Inc | 297,975 | $61.0M | 1.29% | −870.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 296,967 | $60.8M | 0.13% | −6,612−2.2% | Reduced |
| UBS Group AG | 290,584 | $59.5M | 0.02% | +104,140+55.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 281,153 | $57.6M | 0.04% | −3,424−1.2% | Reduced |
| King Luther Capital Management Corp | 280,339 | $57.4M | 0.26% | −4,522−1.6% | Reduced |
| Qube Research & Technologies Ltd | 279,599 | $57.3M | 0.10% | +279,599 | New |
| HSBC Holdings PLC | 265,259 | $54.3M | 0.04% | +32,921+14.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 275,102 | $53.4M | 0.53% | −9,491−3.3% | Reduced |
| LPL Financial LLC | 254,836 | $52.2M | 0.03% | +17,096+7.2% | Added |
| Rhumbline Advisers | 249,280 | $51.1M | 0.05% | +1,922+0.8% | Added |
| TD Asset Management Inc | 243,015 | $49.8M | 0.05% | +4,689+2.0% | Added |
| GW&K Investment Management, LLC | 236,557 | $48.5M | 0.43% | −3,011−1.3% | Reduced |
| London Co of Virginia | 230,865 | $47.3M | 0.25% | −130.0% | Reduced |
| Anchor Capital Advisors LLC | 206,291 | $42.3M | 1.11% | −117,212−36.2% | Reduced |
| California State Teachers Retirement System | 196,655 | $40.3M | 0.05% | +2,698+1.4% | Added |
| Pinebridge Investments, L.P. | 195,559 | $40.1M | 0.32% | +64,490+49.2% | Added |
| Copeland Capital Management, LLC | 191,765 | $39.3M | 0.71% | +6,625+3.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 188,176 | $38.5M | 0.43% | +16,997+9.9% | Added |
| National Pension Service | 178,835 | $36.6M | 0.04% | −1,262−0.7% | Reduced |
| Credit Suisse AG | 178,590 | $36.6M | 0.04% | −12,657−6.6% | Reduced |
| Premier Fund Managers Ltd | 170,000 | $34.7M | 1.37% | 00.0% | Unchanged |
| Royal Bank of Canada | 154,240 | $31.6M | 0.01% | −67,623−30.5% | Reduced |
| Ameriprise Financial Inc | 147,863 | $30.3M | 0.01% | −9,501−6.0% | Reduced |
| Principal Financial Group Inc | 144,494 | $29.6M | 0.02% | +2,296+1.6% | Added |
| Storebrand Asset Management AS | 137,706 | $28.2M | 0.10% | +4,026+3.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 137,484 | $28.2M | 0.51% | +4,653+3.5% | Added |
| Great West Life Assurance Co | 134,426 | $27.5M | 0.06% | +17,242+14.7% | Added |
| Andra AP-fonden | 134,200 | $27.5M | 0.49% | +58,700+77.7% | Added |
| Public Employees Retirement Association of Colorado | 132,829 | $27.2M | 0.12% | −1,080−0.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 123,899 | $25.4M | 0.09% | +6,830+5.8% | Added |
| Geneva Capital Management LLC | 121,198 | $24.8M | 0.44% | −2,380−1.9% | Reduced |
| Citigroup Inc | 118,341 | $24.2M | 0.03% | +3,369+2.9% | Added |
| Motley Fool Wealth Management, LLC | 115,151 | $23.6M | 1.22% | −2,542−2.2% | Reduced |
| Bath Savings Trust Co | 113,584 | $23.3M | 2.47% | −217−0.2% | Reduced |
| HighTower Advisors, LLC | 108,717 | $22.2M | 0.04% | +310+0.3% | Added |
| Canada Pension Plan Investment Board | 105,871 | $21.7M | 0.02% | +52,171+97.2% | Added |
| Wendell David Associates Inc | 105,599 | $21.6M | 2.19% | +271+0.3% | Added |
| Bank of Montreal | 102,683 | $20.9M | 0.01% | −9,451−8.4% | Reduced |
| BNP Paribas Arbitrage, SA | 101,862 | $20.9M | 0.03% | +39,381+63.0% | Added |
| New York State Teachers Retirement System | 101,522 | $20.8M | 0.04% | −5,489−5.1% | Reduced |
| Aviva PLC | 101,436 | $20.8M | 0.07% | +60,896+150.2% | Added |
| Douglas Lane & Associates, LLC | 99,432 | $20.4M | 0.29% | −9,595−8.8% | Reduced |
| Voya Investment Management LLC | 93,809 | $19.2M | 0.02% | +23,281+33.0% | Added |
| New York State Common Retirement Fund | 93,347 | $19.1M | 0.03% | −32,576−25.9% | Reduced |
| Natixis Advisors, L.P. | 92,960 | $19.0M | 0.04% | +160.0% | Added |
| Nicholas Company, Inc. | 92,885 | $19.0M | 0.31% | 00.0% | Unchanged |