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 |
|---|---|---|---|---|---|
| Tiaa Trust, National Association | 5,469 | $1.12M | 0.00% | +52+1.0% | Added |
| Bullock Wealth Management Group | 5,613 | $1.14M | 0.77% | +5,613 | New |
| Meeder Asset Management Inc | 5,749 | $1.18M | 0.07% | +5,749 | New |
| Lido Advisors, LLC | 5,742 | $1.18M | 0.01% | +103+1.8% | Added |
| Crawford Investment Counsel Inc | 5,791 | $1.19M | 0.02% | −40−0.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 5,808 | $1.19M | 0.09% | +5,808 | New |
| Merit Financial Group, LLC | 5,996 | $1.19M | 0.03% | +1,855+44.8% | Added |
| Tower Research Capital LLC (TRC) | 5,891 | $1.21M | 0.03% | −13,370−69.4% | Reduced |
| TCTC Holdings, LLC | 5,927 | $1.21M | 0.04% | 00.0% | Unchanged |
| NBC Securities, Inc. | 5,946 | $1.22M | 0.11% | +951+19.0% | Added |
| New Mexico Educational Retirement Board | 5,950 | $1.22M | 0.04% | −200−3.3% | Reduced |
| Catalyst Capital Advisors LLC | 6,027 | $1.23M | 0.03% | +174+3.0% | Added |
| UniSuper Management Pty Ltd | 6,030 | $1.24M | 0.01% | +4,783+383.6% | Added |
| Jump Financial, LLC | 6,045 | $1.24M | 0.03% | −9,907−62.1% | Reduced |
| Raymond James Trust N.A. | 6,083 | $1.25M | 0.03% | −80−1.3% | Reduced |
| Dynasty Wealth Management, LLC | 6,143 | $1.26M | 0.04% | +6,143 | New |
| Pegasus Partners Ltd. | 6,184 | $1.27M | 0.13% | −286−4.4% | Reduced |
| Benjamin Edwards Inc | 6,284 | $1.29M | 0.26% | +243+4.0% | Added |
| Northwestern Mutual Wealth Management Co | 6,385 | $1.31M | 0.00% | −1,760−21.6% | Reduced |
| GYL Financial Synergies, LLC | 6,393 | $1.31M | 0.10% | +6,393 | New |
| Koshinski Asset Management, Inc. | 6,488 | $1.33M | 0.14% | −1,462−18.4% | Reduced |
| CWM, LLC | 6,519 | $1.33M | 0.01% | +871+15.4% | Added |
| Apollon Wealth Management, LLC | 6,528 | $1.34M | 0.04% | +4,193+179.6% | Added |
| Mirabaud Asset Management Ltd | 6,624 | $1.36M | 0.55% | −2,574−28.0% | Reduced |
| Vontobel Holding Ltd. | 6,647 | $1.36M | 0.01% | −579−8.0% | Reduced |
| Jane Street Group, LLC | 6,655 | $1.36M | 0.00% | −8,582−56.3% | Reduced |
| Spears Abacus Advisors LLC | 6,660 | $1.36M | 0.03% | 00.0% | Unchanged |
| Dean Capital Management | 6,667 | $1.37M | 0.79% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 6,689 | $1.37M | 0.22% | +6,689 | New |
| JustInvest LLC | 6,710 | $1.37M | 0.03% | +1,360+25.4% | Added |
| Susquehanna Fundamental Investments, LLC | 6,730 | $1.38M | 0.06% | +6,730 | New |
| Trueblood Wealth Management, LLC | 6,771 | $1.39M | 0.79% | −200−2.9% | Reduced |
| Oxbow Advisors, LLC | 6,806 | $1.39M | 0.19% | −263−3.7% | Reduced |
| SNS Financial Group, LLC | 6,800 | $1.40M | 0.15% | −78−1.1% | Reduced |
| Metis Global Partners, LLC | 6,840 | $1.40M | 0.05% | +372+5.8% | Added |
| Securian Asset Management, Inc | 6,857 | $1.40M | 0.04% | −609−8.2% | Reduced |
| Adviser Investments LLC | 6,865 | $1.41M | 0.02% | +7+0.1% | Added |
| Welch & Forbes LLC | 6,882 | $1.41M | 0.02% | −575−7.7% | Reduced |
| Louisiana State Employees Retirement System | 6,900 | $1.41M | 0.03% | −200−2.8% | Reduced |
| QRG Capital Management, Inc. | 7,009 | $1.44M | 0.02% | +2,950+72.7% | Added |
| Bessemer Group Inc | 7,012 | $1.44M | 0.00% | +109+1.6% | Added |
| Naples Global Advisors, LLC | 7,060 | $1.45M | 0.15% | +100+1.4% | Added |
| Prelude Capital Management, LLC | 7,129 | $1.46M | 0.10% | +4,520+173.2% | Added |
| New England Research & Management, Inc. | 7,150 | $1.47M | 0.72% | +7,150 | New |
| Boyar Asset Management Inc. | 7,179 | $1.47M | 0.96% | −51−0.7% | Reduced |
| Principal Securities, Inc. | 7,186 | $1.47M | 0.05% | +713+11.0% | Added |
| Waterloo Capital, L.P. | 7,231 | $1.48M | 0.19% | −45−0.6% | Reduced |
| Fox Run Management, L.L.C. | 7,397 | $1.52M | 0.33% | +7,397 | New |
| Allspring Global Investments Holdings, LLC | 7,418 | $1.52M | 0.00% | +926+14.3% | Added |
| Cresset Asset Management, LLC | 7,431 | $1.53M | 0.01% | +401+5.7% | Added |
| Meyer Handelman Co | 7,610 | $1.56M | 0.05% | −990−11.5% | Reduced |
| Hartford Investment Management Co | 7,619 | $1.56M | 0.06% | −303−3.8% | Reduced |
| Allen Capital Group, LLC | 7,652 | $1.57M | 0.23% | +490+6.8% | Added |
| Illinois Municipal Retirement Fund | 7,761 | $1.59M | 0.02% | 00.0% | Unchanged |
| Hilton Capital Management, LLC | 7,887 | $1.62M | 0.14% | +4,411+126.9% | Added |
| Sentry LLC | 7,948 | $1.63M | 0.31% | 00.0% | Unchanged |
| HRT Financial LP | 8,034 | $1.65M | 0.01% | +8,034 | New |
| Concurrent Investment Advisors, LLC | 8,105 | $1.66M | 0.07% | +373+4.8% | Added |
| Park Avenue Securities LLC | 8,119 | $1.66M | 0.02% | +12+0.1% | Added |
| Lee Financial Co | 8,177 | $1.68M | 0.28% | +123+1.5% | Added |
| Kestra Advisory Services, LLC | 8,329 | $1.71M | 0.01% | +679+8.9% | Added |
| Quest Partners LLC | 8,342 | $1.71M | 0.30% | +1,247+17.6% | Added |
| Maryland State Retirement & Pension System | 9,048 | $1.74M | 0.03% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 8,581 | $1.76M | 0.01% | −25−0.3% | Reduced |
| Buckhead Capital Management LLC | 8,693 | $1.78M | 0.60% | −17−0.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 8,730 | $1.79M | 0.04% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 8,712 | $1.79M | 0.23% | +394+4.7% | Added |
| TrimTabs Asset Management, LLC | 8,767 | $1.80M | 0.45% | +36+0.4% | Added |
| Kesler, Norman & Wride, LLC | 8,787 | $1.80M | 0.38% | −1,815−17.1% | Reduced |
| Kentucky Retirement Systems | 8,944 | $1.83M | 0.05% | −469−5.0% | Reduced |
| PGGM Investments | 9,021 | $1.85M | 0.03% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 9,172 | $1.88M | 0.14% | −47−0.5% | Reduced |
| Quantinno Capital Management LP | 9,320 | $1.91M | 0.04% | −10.0% | Reduced |
| Northwest Investment Counselors, LLC | 9,364 | $1.92M | 0.47% | −79−0.8% | Reduced |
| EP Wealth Advisors, LLC | 9,373 | $1.92M | 0.02% | +327+3.6% | Added |
| Teachers Retirement System of the State of Kentucky | 9,594 | $1.97M | 0.02% | −530−5.2% | Reduced |
| MAI Capital Management | 9,621 | $1.97M | 0.02% | +1,710+21.6% | Added |
| Gulf International Bank (UK) Ltd | 9,733 | $1.99M | 0.05% | +49+0.5% | Added |
| Pinnacle Associates Ltd | 9,758 | $2.00M | 0.03% | −296−2.9% | Reduced |
| Rafferty Asset Management, LLC | 9,797 | $2.01M | 0.01% | −77−0.8% | Reduced |
| Panagora Asset Management Inc | 9,842 | $2.02M | 0.01% | −7,398−42.9% | Reduced |
| Leavell Investment Management, Inc. | 9,895 | $2.04M | 0.12% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 10,030 | $2.05M | 0.28% | +54+0.5% | Added |
| Greenleaf Trust | 10,079 | $2.06M | 0.02% | −15,816−61.1% | Reduced |
| Oregon Public Employees Retirement Fund | 10,105 | $2.07M | 0.04% | −4,100−28.9% | Reduced |
| Lantz Financial LLC | 10,165 | $2.08M | 0.67% | −768−7.0% | Reduced |
| First Citizens Bank & Trust Co | 10,241 | $2.10M | 0.04% | +10,241 | New |
| Tilia Fiduciary Partners, Inc. | 10,329 | $2.12M | 1.72% | +708+7.4% | Added |
| Wimmer Associates 1, LLC | 10,351 | $2.12M | 1.12% | −15−0.1% | Reduced |
| Wealthfront Advisers LLC | 10,418 | $2.13M | 0.01% | −407−3.8% | Reduced |
| Oppenheimer Asset Management Inc. | 10,463 | $2.14M | 0.03% | −1,913−15.5% | Reduced |
| Roundview Capital LLC | 10,482 | $2.15M | 0.18% | +367+3.6% | Added |
| Guardian Wealth Advisors, LLC | 10,490 | $2.15M | 0.26% | −23−0.2% | Reduced |
| Coldstream Capital Management Inc | 10,513 | $2.15M | 0.05% | −1,638−13.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 10,552 | $2.16M | 0.04% | +5,883+126.0% | Added |
| Regions Financial Corp | 10,596 | $2.17M | 0.02% | +243+2.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,711 | $2.19M | 0.03% | −854−7.4% | Reduced |
| Elo Mutual Pension Insurance Co | 10,750 | $2.20M | 0.05% | +437+4.2% | Added |
| Transcend Wealth Collective, LLC | 10,753 | $2.20M | 0.18% | +2,641+32.6% | Added |
| WBI Investments | 10,828 | $2.22M | 0.46% | +10,828 | New |