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 |
|---|---|---|---|---|---|
| Swedbank AB | 24,168 | $4.95M | 0.01% | +1,714+7.6% | Added |
| Texas Permanent School Fund | 24,340 | $4.99M | 0.04% | +55+0.2% | Added |
| Handelsbanken Fonder AB | 24,774 | $5.08M | 0.02% | +5,121+26.1% | Added |
| Xponance, Inc. | 24,799 | $5.08M | 0.05% | +215+0.9% | Added |
| IFM Investors Pty Ltd | 25,051 | $5.13M | 0.06% | +2,764+12.4% | Added |
| Atria Investments LLC | 25,074 | $5.14M | 0.07% | +2,657+11.9% | Added |
| Brown Capital Management LLC | 25,148 | $5.15M | 0.09% | −248−1.0% | Reduced |
| Amalgamated Bank | 25,391 | $5.20M | 0.04% | −6,667−20.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 25,854 | $5.30M | 0.04% | +91+0.4% | Added |
| Retirement Systems of Alabama | 25,994 | $5.33M | 0.02% | +65+0.3% | Added |
| Patton Fund Management, Inc. | 26,051 | $5.34M | 0.97% | +26,051 | New |
| Cullen/Frost Bankers, Inc. | 26,222 | $5.37M | 0.08% | −326−1.2% | Reduced |
| Susquehanna International Group, LLP | 26,580 | $5.45M | 0.01% | −49,325−65.0% | Reduced |
| AdvisorShares Investments LLC | 26,790 | $5.49M | 0.92% | +9,860+58.2% | Added |
| Kestra Private Wealth Services, LLC | 26,966 | $5.52M | 0.12% | −54−0.2% | Reduced |
| Cetera Investment Advisers | 27,070 | $5.55M | 0.01% | +19,216+244.7% | Added |
| Logan Capital Management Inc | 27,151 | $5.56M | 0.24% | +150+0.6% | Added |
| Brown Advisory Inc | 27,549 | $5.64M | 0.01% | −605−2.1% | Reduced |
| Advisor Group Holdings, Inc. | 28,122 | $5.76M | 0.01% | −19,420−40.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 28,144 | $5.77M | 0.02% | +8,001+39.7% | Added |
| KBC Group NV | 28,198 | $5.78M | 0.02% | −65,379−69.9% | Reduced |
| Aureus Asset Management, LLC | 28,530 | $5.84M | 0.40% | +1,035+3.8% | Added |
| Independent Advisor Alliance | 28,638 | $5.87M | 0.21% | −4,568−13.8% | Reduced |
| Brady Family Wealth, LLC | 28,904 | $5.92M | 1.92% | −370−1.3% | Reduced |
| Great Lakes Advisors, LLC | 29,093 | $5.96M | 0.05% | −1,099−3.6% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 29,142 | $5.97M | 0.07% | +400+1.4% | Added |
| Swiss Life Asset Management Ltd | 29,360 | $6.01M | 0.08% | −12,505−29.9% | Reduced |
| Captrust Financial Advisors | 29,776 | $6.10M | 0.02% | −7,038−19.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 29,814 | $6.11M | 0.02% | +13,851+86.8% | Added |
| Graham Capital Management, L.P. | 30,021 | $6.15M | 0.17% | +20,682+221.5% | Added |
| Fifth Third Bancorp | 30,240 | $6.19M | 0.02% | −297−1.0% | Reduced |
| Palmer Knight Co | 30,721 | $6.29M | 3.06% | +772+2.6% | Added |
| Nomura Asset Management Co Ltd | 31,490 | $6.45M | 0.02% | +1,256+4.2% | Added |
| Blair William & Co | 31,547 | $6.46M | 0.02% | −98−0.3% | Reduced |
| MetLife Investment Management | 31,612 | $6.48M | 0.04% | −972−3.0% | Reduced |
| Commonwealth Equity Services, LLC | 31,979 | $6.55M | 0.01% | +864+2.8% | Added |
| Northstar Group, Inc. | 32,251 | $6.61M | 1.30% | +491+1.5% | Added |
| State of Michigan Retirement System | 32,260 | $6.61M | 0.04% | +100+0.3% | Added |
| American International Group, Inc. | 32,274 | $6.61M | 0.02% | −226−0.7% | Reduced |
| Arizona State Retirement System | 32,359 | $6.63M | 0.05% | −104−0.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 33,169 | $6.80M | 0.54% | +33,169 | New |
| O'Brien Greene & Co. Inc | 33,567 | $6.88M | 2.26% | −221−0.7% | Reduced |
| Boston Trust Walden Corp | 33,633 | $6.89M | 0.05% | −17,821−34.6% | Reduced |
| Barlow Wealth Partners, Inc. | 35,108 | $6.98M | 0.95% | +1,275+3.8% | Added |
| Crown Oak Advisors, LLC | 34,923 | $7.15M | 3.94% | +744+2.2% | Added |
| American Money Management, LLC | 35,518 | $7.28M | 1.52% | −49−0.1% | Reduced |
| AXA S.A. | 35,695 | $7.31M | 0.02% | +5,142+16.8% | Added |
| STRS Ohio | 36,186 | $7.41M | 0.03% | +615+1.7% | Added |
| State of Tennessee, Treasury Department | 36,661 | $7.51M | 0.03% | −35,550−49.2% | Reduced |
| National Bank of Canada | 39,390 | $7.71M | 0.01% | +4,054+11.5% | Added |
| MML Investors Services, LLC | 37,760 | $7.74M | 0.03% | +1,826+5.1% | Added |
| Credit Agricole S A | 40,250 | $7.77M | 0.13% | +36,921+1,109.1% | Added |
| GHP Investment Advisors, Inc. | 38,251 | $7.84M | 0.39% | −532−1.4% | Reduced |
| Sienna Gestion | 38,673 | $7.92M | 0.72% | +38,673 | New |
| Transform Wealth, LLC | 39,098 | $8.04M | 0.76% | +2,290+6.2% | Added |
| Bell Asset Management Ltd | 39,694 | $8.13M | 1.19% | −227−0.6% | Reduced |
| Addenda Capital Inc. | 39,736 | $8.17M | 0.31% | −2,097−5.0% | Reduced |
| Zevenbergen Capital Investments LLC | 40,000 | $8.19M | 0.17% | −3,000−7.0% | Reduced |
| McCollum Christoferson Group LLC | 40,581 | $8.31M | 2.40% | −624−1.5% | Reduced |
| Santa Monica Partners LP | 40,793 | $8.36M | 5.78% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 41,300 | $8.49M | 0.06% | +754+1.9% | Added |
| Marks Group Wealth Management, Inc | 41,590 | $8.52M | 0.89% | −1,094−2.6% | Reduced |
| Resona Asset Management Co.,Ltd. | 42,689 | $8.75M | 0.05% | +42,689 | New |
| Core Alternative Capital | 42,905 | $8.79M | 1.57% | −11,454−21.1% | Reduced |
| CI Private Wealth, LLC | 43,422 | $8.90M | 0.02% | +2,156+5.2% | Added |
| Citadel Advisors LLC | 44,136 | $9.04M | 0.01% | −95,315−68.4% | Reduced |
| Mattern Capital Management, LLC | 44,546 | $9.13M | 1.24% | −670−1.5% | Reduced |
| Capital Group Private Client Services, Inc. | 44,946 | $9.21M | 0.09% | +584+1.3% | Added |
| Prudential PLC | 45,004 | $9.22M | 0.08% | +25,712+133.3% | Added |
| Cyrus J. Lawrence, LLC | 45,350 | $9.29M | 2.06% | +45,350 | New |
| FIL Ltd | 45,461 | $9.31M | 0.01% | −10,000−18.0% | Reduced |
| Comerica Bank | 45,797 | $9.38M | 0.04% | +2,182+5.0% | Added |
| Mn Services Vermogensbeheer B.V. | 47,630 | $9.76M | 0.07% | −8,200−14.7% | Reduced |
| Motley Fool Asset Management LLC | 47,841 | $9.80M | 0.63% | −1,298−2.6% | Reduced |
| Commerce Bank | 47,855 | $9.80M | 0.06% | −671−1.4% | Reduced |
| Assenagon Asset Management S.A. | 48,130 | $9.86M | 0.03% | −45,233−48.4% | Reduced |
| Southernsun Asset Management, LLC | 48,658 | $9.97M | 1.11% | −4,287−8.1% | Reduced |
| Victory Capital Management Inc | 48,663 | $9.97M | 0.01% | +559+1.2% | Added |
| Diamond Hill Capital Management Inc | 49,022 | $10.0M | 0.04% | −14,345−22.6% | Reduced |
| Vision Capital Management, Inc. | 49,161 | $10.1M | 1.50% | −199−0.4% | Reduced |
| Aptus Capital Advisors, LLC | 49,249 | $10.1M | 0.22% | +4,460+10.0% | Added |
| Manning & Napier Group, LLC | 49,428 | $10.1M | 0.12% | −3,628−6.8% | Reduced |
| Asset Management One Co.,Ltd. | 50,745 | $10.4M | 0.04% | −790−1.5% | Reduced |
| D. E. Shaw & Co., Inc. | 50,777 | $10.4M | 0.01% | +45,660+892.3% | Added |
| Alley Investment Management Company, LLC | 51,160 | $10.5M | 1.44% | +122+0.2% | Added |
| The PNC Financial Services Group, Inc. | 51,986 | $10.6M | 0.01% | +48+0.1% | Added |
| US Bancorp | 52,976 | $10.9M | 0.02% | +249+0.5% | Added |
| Royal London Asset Management Ltd | 53,271 | $10.9M | 0.03% | +1,727+3.4% | Added |
| Ensign Peak Advisors, Inc | 53,536 | $11.0M | 0.02% | −451−0.8% | Reduced |
| Federated Hermes, Inc. | 53,615 | $11.0M | 0.03% | +51,338+2,254.6% | Added |
| Treasurer of the State of North Carolina | 53,822 | $11.0M | 0.05% | +165+0.3% | Added |
| ProShare Advisors LLC | 54,387 | $11.1M | 0.03% | +1,091+2.0% | Added |
| SG Americas Securities, LLC | 54,430 | $11.2M | 0.06% | +47,308+664.3% | Added |
| FineMark National Bank & Trust | 54,576 | $11.2M | 0.42% | +1,151+2.2% | Added |
| DekaBank Deutsche Girozentrale | 55,494 | $11.3M | 0.02% | +2,685+5.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 55,364 | $11.3M | 0.02% | +941+1.7% | Added |
| Korea Investment CORP | 55,714 | $11.4M | 0.03% | +1,289+2.4% | Added |
| Federation des caisses Desjardins du Quebec | 55,514 | $11.4M | 0.08% | +1,413+2.6% | Added |
| Running Oak Capital LLC | 56,188 | $11.5M | 1.85% | +4,580+8.9% | Added |
| Truist Financial Corp | 56,305 | $11.5M | 0.02% | −12,063−17.6% | Reduced |