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 |
|---|---|---|---|---|---|
| Amundi | 499,164 | $96.3M | 0.04% | +67,863+15.7% | Added |
| Alliancebernstein L.P. | 472,276 | $96.8M | 0.03% | −7,483−1.6% | Reduced |
| Millennium Management LLC | 522,917 | $107.1M | 0.09% | +39,552+8.2% | Added |
| Ninety One UK Ltd | 540,976 | $110.8M | 0.31% | −37,916−6.5% | Reduced |
| Parnassus Investments | 542,280 | $111.1M | 0.24% | −253,373−31.8% | Reduced |
| Goldman Sachs Group Inc | 642,397 | $131.6M | 0.03% | +170,366+36.1% | Added |
| Charles Schwab Investment Management Inc | 645,983 | $132.3M | 0.03% | +11,725+1.8% | Added |
| Baird Financial Group, Inc. | 651,856 | $133.5M | 0.28% | −3,970−0.6% | Reduced |
| Envestnet Asset Management Inc | 663,344 | $135.9M | 0.05% | −1,600−0.2% | Reduced |
| JPMorgan Chase & Co | 669,482 | $137.2M | 0.01% | +301,941+82.2% | Added |
| Confluence Investment Management LLC | 703,082 | $144.0M | 1.94% | −45,437−6.1% | Reduced |
| California Public Employees Retirement System | 710,211 | $145.5M | 0.10% | −22,983−3.1% | Reduced |
| UBS Asset Management Americas Inc | 743,027 | $152.2M | 0.05% | +9,561+1.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 772,102 | $158.2M | 0.37% | +124,929+19.3% | Added |
| Bank of America Corp | 793,625 | $162.6M | 0.02% | +138,343+21.1% | Added |
| Legal & General Group Plc | 819,695 | $167.9M | 0.05% | +30,189+3.8% | Added |
| Fayez Sarofim & Co | 850,316 | $174.2M | 0.52% | −5,188−0.6% | Reduced |
| Dimensional Fund Advisors LP | 869,107 | $178.0M | 0.05% | −11,288−1.3% | Reduced |
| Bank of New York Mellon Corp | 911,234 | $186.7M | 0.04% | −26,683−2.8% | Reduced |
| Franklin Resources Inc | 958,474 | $196.4M | 0.06% | −6,329−0.7% | Reduced |
| Macquarie Group Ltd | 992,756 | $203.4M | 0.23% | −14,595−1.4% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 1,038,563 | $212.6M | 4.17% | +18,030+1.8% | Added |
| Bahl & Gaynor Inc | 1,102,233 | $225.8M | 1.26% | +20,023+1.9% | Added |
| Invesco Ltd. | 1,197,808 | $245.4M | 0.05% | +321,479+36.7% | Added |
| Wells Fargo & Company | 1,274,560 | $261.1M | 0.07% | +32,418+2.6% | Added |
| Northern Trust Corp | 1,290,029 | $264.3M | 0.05% | +49,775+4.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,496,678 | $306.6M | 0.42% | +43,958+3.0% | Added |
| Barclays PLC | 1,546,220 | $316.8M | 0.14% | −47,781−3.0% | Reduced |
| Stifel Financial Corp | 1,582,469 | $324.2M | 0.37% | +50,394+3.3% | Added |
| Jensen Investment Management Inc | 1,776,877 | $364.0M | 2.78% | −5,978−0.3% | Reduced |
| T. Rowe Price Investment Management, Inc. | 2,650,101 | $542.9M | 0.33% | +3220.0% | Added |
| Geode Capital Management, LLC | 2,864,585 | $585.4M | 0.05% | +254,179+9.7% | Added |
| Capital International Investors | 3,061,983 | $627.3M | 0.13% | +7,970+0.3% | Added |
| Janus Henderson Group PLC | 3,275,391 | $671.0M | 0.37% | −59,673−1.8% | Reduced |
| APG Asset Management N.V. | 4,013,158 | $761.2M | 1.33% | +128,670+3.3% | Added |
| Price T Rowe Associates Inc | 4,168,197 | $853.9M | 0.10% | +28,180+0.7% | Added |
| State Street Corp | 4,883,805 | $1.00B | 0.04% | +69,420+1.4% | Added |
| Morgan Stanley | 6,017,077 | $1.23B | 0.10% | −169,460−2.7% | Reduced |
| BlackRock Inc. | 9,723,118 | $1.99B | 0.05% | −31,197−0.3% | Reduced |
| Vanguard Group Inc | 13,991,206 | $2.87B | 0.06% | +39,537+0.3% | Added |
| Alaska Permanent Fund Corp | 0 | $0 | 0.00% | −4,302−100.0% | Sold out |
| Baillie Gifford & Co | 0 | $0 | 0.00% | −2,803,441−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −38,300−100.0% | Sold out |
| Power Corp of Canada | 0 | $0 | 0.00% | −30,139−100.0% | Sold out |
| Buffington Mohr McNeal | 0 | $0 | 0.00% | −25,537−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −24,500−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −21,542−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −14,986−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −8,514−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −7,844−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −7,781−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −7,130−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −5,735−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −5,296−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −3,705−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −3,456−100.0% | Sold out |
| Key Client Fiduciary Advisors, LLC | 0 | $0 | 0.00% | −3,216−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −2,892−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −2,838−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −2,719−100.0% | Sold out |
| FJ Investments, LLC | 0 | $0 | 0.00% | −2,709−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −2,598−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −2,380−100.0% | Sold out |
| Websterrogers Financial Advisors, LLC | 0 | $0 | 0.00% | −2,223−100.0% | Sold out |
| Thoroughbred Financial Services, LLC | 0 | $0 | 0.00% | −2,208−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −1,829−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −1,767−100.0% | Sold out |
| Geneva Partners, LLC | 0 | $0 | 0.00% | −1,750−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −1,686−100.0% | Sold out |
| Schear Investment Advisers, LLC | 0 | $0 | 0.00% | −1,663−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −1,602−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −1,504−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −1,380−100.0% | Sold out |
| Morse Asset Management, Inc | 0 | $0 | 0.00% | −1,295−100.0% | Sold out |
| Empower Advisory Group, LLC | 0 | $0 | 0.00% | −1,173−100.0% | Sold out |
| Stratos Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,172−100.0% | Sold out |
| Novak & Powell Financial Services, Inc. | 0 | $0 | 0.00% | −1,142−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −1,082−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −1,072−100.0% | Sold out |
| Great Valley Advisor Group, Inc. | 0 | $0 | 0.00% | −1,063−100.0% | Sold out |
| Covenant Partners, LLC | 0 | $0 | 0.00% | −1,027−100.0% | Sold out |
| Peapack Gladstone Financial Corp | 0 | $0 | 0.00% | −1,020−100.0% | Sold out |
| Wealthstream Advisors, Inc. | 0 | $0 | 0.00% | −1,003−100.0% | Sold out |
| Clarkston Capital Partners, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Trust Co of the South | 0 | $0 | 0.00% | −975−100.0% | Sold out |
| Abner Herrman & Brock LLC | 0 | $0 | 0.00% | −974−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −795−100.0% | Sold out |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −332−100.0% | Sold out |
| Thompson Siegel & Walmsley LLC | 0 | $0 | 0.00% | −249−100.0% | Sold out |
| Dougherty Wealth Advisers LLC | 0 | $0 | 0.00% | −201−100.0% | Sold out |
| Annapolis Financial Services, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −190−100.0% | Sold out |
| BKM Wealth Management, LLC | 0 | $0 | 0.00% | −182−100.0% | Sold out |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −104−100.0% | Sold out |
| JJJ Advisors Inc. | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| New Millennium Group LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Grove Bank & Trust | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| EdgeRock Capital LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Provenance Wealth Advisors, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |