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 |
|---|---|---|---|---|---|
| Donoghue Forlines LLC | 10,870 | $2.23M | 0.63% | +839+8.4% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 11,000 | $2.25M | 0.14% | −1,500−12.0% | Reduced |
| Mraz, Amerine & Associates, Inc. | 11,043 | $2.26M | 0.43% | −125−1.1% | Reduced |
| Fruth Investment Management | 11,155 | $2.29M | 0.59% | −600−5.1% | Reduced |
| Zions Bancorporation, N.A. | 11,179 | $2.29M | 0.17% | −2,906−20.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,256 | $2.31M | 0.03% | −39−0.3% | Reduced |
| SRN Advisors, LLC | 11,294 | $2.31M | 1.81% | +1,357+13.7% | Added |
| Second Line Capital, LLC | 11,280 | $2.32M | 0.75% | +386+3.5% | Added |
| Henshaw Capital LLC | 11,327 | $2.32M | 0.11% | +46+0.4% | Added |
| Strengthening Families & Communities, LLC | 11,418 | $2.34M | 1.39% | +445+4.1% | Added |
| Mercer Global Advisors Inc | 11,476 | $2.35M | 0.01% | +338+3.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 11,562 | $2.37M | 0.01% | +11,562 | New |
| Squarepoint Ops LLC | 11,659 | $2.39M | 0.01% | +8,177+234.8% | Added |
| CIBC World Markets Corp | 11,811 | $2.42M | 0.02% | −3,349−22.1% | Reduced |
| Rockefeller Capital Management L.P. | 11,976 | $2.45M | 0.01% | +350+3.0% | Added |
| Bleakley Financial Group, LLC | 12,088 | $2.48M | 0.07% | −72−0.6% | Reduced |
| Intech Investment Management LLC | 12,211 | $2.50M | 0.04% | +7,739+173.1% | Added |
| Kensington Investment Counsel, LLC | 12,296 | $2.52M | 1.15% | +2,106+20.7% | Added |
| Schechter Investment Advisors, LLC | 12,300 | $2.52M | 0.19% | +225+1.9% | Added |
| Atlas Private Wealth Management | 12,376 | $2.54M | 1.07% | +1,157+10.3% | Added |
| Whittier Trust Co | 12,396 | $2.54M | 0.04% | −48−0.4% | Reduced |
| Castellan Group, LLC | 12,603 | $2.58M | 1.32% | +6,505+106.7% | Added |
| CenterBook Partners LP | 12,618 | $2.58M | 0.18% | +4,868+62.8% | Added |
| State of Alaska, Department of Revenue | 12,801 | $2.62M | 0.03% | +80+0.6% | Added |
| R.m.sincerbeaux Capital Management LLC | 12,900 | $2.64M | 1.68% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 12,974 | $2.66M | 0.09% | −8−0.1% | Reduced |
| Mount Lucas Management LP | 13,149 | $2.69M | 0.90% | −1,036−7.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 13,175 | $2.70M | 0.03% | +3,973+43.2% | Added |
| Allianz Asset Management GmbH | 13,273 | $2.72M | 0.00% | −9,302−41.2% | Reduced |
| First National Advisers, LLC | 13,916 | $2.72M | 0.61% | +5,078+57.5% | Added |
| Appleton Partners Inc | 13,330 | $2.73M | 0.21% | −468−3.4% | Reduced |
| Nissay Asset Management Corp | 13,476 | $2.76M | 0.02% | +187+1.4% | Added |
| Modern Wealth Management, LLC | 13,482 | $2.76M | 0.26% | +13,482 | New |
| Cambridge Investment Research Advisors, Inc. | 13,653 | $2.80M | 0.01% | +1,448+11.9% | Added |
| Steward Partners Investment Advisory, LLC | 13,749 | $2.82M | 0.03% | +85+0.6% | Added |
| Peak Financial Advisors LLC | 13,786 | $2.82M | 1.72% | +13,786 | New |
| British Columbia Investment Management Corp | 14,005 | $2.87M | 0.02% | +406+3.0% | Added |
| Janney Montgomery Scott LLC | 14,044 | $2.88M | 0.01% | −2,667−16.0% | Reduced |
| First National Trust Co | 14,362 | $2.94M | 0.12% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 14,428 | $2.96M | 0.37% | −49−0.3% | Reduced |
| Bank of Nova Scotia | 14,753 | $3.02M | 0.01% | −66,449−81.8% | Reduced |
| Mutual of America Capital Management LLC | 15,447 | $3.16M | 0.03% | −300−1.9% | Reduced |
| Princeton Global Asset Management LLC | 15,772 | $3.23M | 0.77% | +495+3.2% | Added |
| Simplicity Wealth,LLC | 15,897 | $3.26M | 0.08% | +13,549+577.0% | Added |
| Advisory Services Network, LLC | 16,033 | $3.28M | 0.07% | −225−1.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 19,710 | $3.30M | 0.01% | +508+2.6% | Added |
| Occidental Asset Management, LLC | 16,329 | $3.35M | 0.63% | +936+6.1% | Added |
| Sugarloaf Wealth Management, LLC | 16,766 | $3.43M | 0.71% | +1,137+7.3% | Added |
| Brinker Capital Investments, LLC | 16,889 | $3.46M | 0.04% | −208−1.2% | Reduced |
| Orion Portfolio Solutions, LLC | 16,889 | $3.46M | 0.04% | −208−1.2% | Reduced |
| Integrated Wealth Concepts LLC | 16,940 | $3.47M | 0.05% | +1,385+8.9% | Added |
| CIBC Asset Management Inc | 16,944 | $3.47M | 0.01% | +495+3.0% | Added |
| Stratos Wealth Partners, LTD. | 17,050 | $3.49M | 0.06% | +742+4.5% | Added |
| Long Road Investment Counsel, LLC | 17,200 | $3.52M | 1.48% | +250+1.5% | Added |
| Intrust Bank NA | 17,497 | $3.58M | 0.38% | −636−3.5% | Reduced |
| Toroso Investments, LLC | 17,707 | $3.63M | 0.06% | +8,837+99.6% | Added |
| New York Life Investment Management LLC | 17,844 | $3.66M | 0.04% | −600−3.3% | Reduced |
| Garrison Asset Management, LLC | 17,893 | $3.67M | 1.92% | −136−0.8% | Reduced |
| Daiwa Securities Group Inc. | 17,924 | $3.67M | 0.02% | +2,424+15.6% | Added |
| Shell Asset Management Co | 18,645 | $3.67M | 0.17% | −7,816−29.5% | Reduced |
| Westpac Banking Corp | 18,441 | $3.78M | 0.29% | +13,075+243.7% | Added |
| Tredje AP-fonden | 18,701 | $3.83M | 0.04% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 18,745 | $3.84M | 0.01% | +13,741+274.6% | Added |
| Yousif Capital Management, LLC | 18,799 | $3.85M | 0.04% | +2,709+16.8% | Added |
| Magnetar Financial LLC | 19,254 | $3.94M | 0.09% | +19,254 | New |
| GWM Advisors LLC | 19,259 | $3.95M | 0.03% | −902−4.5% | Reduced |
| First Hawaiian Bank | 19,348 | $3.96M | 0.12% | −1,129−5.5% | Reduced |
| Griffin Asset Management, Inc. | 19,464 | $3.99M | 0.48% | +286+1.5% | Added |
| SEI Investments Co | 19,637 | $4.02M | 0.01% | +779+4.1% | Added |
| WSFS Capital Management, LLC | 19,998 | $4.10M | 0.23% | −65−0.3% | Reduced |
| Degroof Petercam Asset Management | 20,000 | $4.10M | 0.05% | +1,200+6.4% | Added |
| Middleton & Co Inc | 20,060 | $4.11M | 0.47% | −500−2.4% | Reduced |
| Security National Bank | 20,127 | $4.12M | 0.62% | −46−0.2% | Reduced |
| Cerity Partners LLC | 20,149 | $4.13M | 0.01% | +11,860+143.1% | Added |
| La Banque Postale Asset Management SA | 20,226 | $4.14M | 0.17% | +20,226 | New |
| Utah Retirement Systems | 20,291 | $4.16M | 0.05% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 20,441 | $4.19M | 0.09% | −3,216−13.6% | Reduced |
| Burney Co | 20,443 | $4.19M | 0.16% | +751+3.8% | Added |
| Pathstone Holdings, LLC | 20,465 | $4.19M | 0.02% | +2,245+12.3% | Added |
| Czech National Bank | 20,719 | $4.24M | 0.05% | +113+0.5% | Added |
| M&T Bank Corp | 21,650 | $4.44M | 0.02% | +1,928+9.8% | Added |
| TownSquare Capital, LLC | 21,828 | $4.47M | 0.07% | +2,236+11.4% | Added |
| Susquehanna Portfolio Strategies, LLC | 22,245 | $4.56M | 0.11% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 22,269 | $4.56M | 0.31% | −379−1.7% | Reduced |
| PDT Partners, LLC | 22,403 | $4.59M | 0.43% | +12,101+117.5% | Added |
| Hamilton Point Investment Advisors, LLC | 22,522 | $4.63M | 0.90% | −108−0.5% | Reduced |
| Pacer Advisors, Inc. | 22,663 | $4.64M | 0.01% | +14,140+165.9% | Added |
| Mariner, LLC | 22,761 | $4.66M | 0.01% | +588+2.7% | Added |
| Creative Planning | 22,796 | $4.67M | 0.01% | +1,024+4.7% | Added |
| Ethic Inc. | 22,845 | $4.68M | 0.12% | +2,449+12.0% | Added |
| USS Investment Management Ltd | 22,944 | $4.70M | 0.04% | +2,233+10.8% | Added |
| American Century Companies Inc | 23,048 | $4.72M | 0.00% | +4,464+24.0% | Added |
| Suncoast Equity Management | 23,066 | $4.73M | 0.55% | +1,321+6.1% | Added |
| Axxcess Wealth Management, LLC | 23,128 | $4.74M | 0.13% | +903+4.1% | Added |
| DnB Asset Management AS | 23,136 | $4.74M | 0.02% | −4,654−16.7% | Reduced |
| Brasada Capital Management, LP | 23,463 | $4.81M | 0.86% | −117−0.5% | Reduced |
| Capital International Inc | 23,594 | $4.83M | 0.07% | +194+0.8% | Added |
| Institutional & Family Asset Management, LLC | 23,766 | $4.87M | 0.78% | −3,406−12.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 23,827 | $4.88M | 0.02% | −186−0.8% | Reduced |
| Neuberger Berman Group LLC | 23,995 | $4.92M | 0.00% | −350−1.4% | Reduced |