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 |
|---|---|---|---|---|---|
| AQR Capital Management LLC | 57,179 | $11.7M | 0.02% | +23,252+68.5% | Added |
| Acadian Asset Management LLC | 57,747 | $11.8M | 0.04% | −17,865−23.6% | Reduced |
| Russell Investments Group, Ltd. | 57,833 | $11.8M | 0.02% | −14,579−20.1% | Reduced |
| Pictet Asset Management Holding SA | 59,639 | $12.2M | 0.01% | −7,224−10.8% | Reduced |
| 1623 Capital LLC | 61,400 | $12.6M | 7.03% | +400+0.7% | Added |
| McRae Capital Management Inc | 62,474 | $12.8M | 2.80% | −315−0.5% | Reduced |
| Advisors Asset Management, Inc. | 62,775 | $12.9M | 0.25% | +359+0.6% | Added |
| ING Groep NV | 63,138 | $12.9M | 0.09% | +47,032+292.0% | Added |
| Colony Group, LLC | 63,567 | $13.0M | 0.11% | +5,264+9.0% | Added |
| State of New Jersey Common Pension Fund D | 63,607 | $13.0M | 0.04% | 00.0% | Unchanged |
| Washington Trust Co | 63,926 | $13.1M | 0.48% | −705−1.1% | Reduced |
| Public Employees Retirement System of Ohio | 64,353 | $13.2M | 0.05% | −417−0.6% | Reduced |
| Forsta Ap-Fonden | 64,700 | $13.3M | 0.11% | +11,700+22.1% | Added |
| Chevy Chase Trust Holdings, Inc. | 65,220 | $13.4M | 0.04% | −498−0.8% | Reduced |
| Crossmark Global Holdings, Inc. | 69,471 | $14.2M | 0.27% | +3,588+5.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 69,872 | $14.3M | 0.03% | −165,696−70.3% | Reduced |
| Manufacturers Life Insurance Company, The | 71,049 | $14.6M | 0.01% | −9,272−11.5% | Reduced |
| Toronto Dominion Bank | 71,093 | $14.6M | 0.02% | +2,989+4.4% | Added |
| FMR LLC | 71,830 | $14.7M | 0.00% | +2,384+3.4% | Added |
| State of Wisconsin Investment Board | 73,063 | $15.0M | 0.04% | +10,728+17.2% | Added |
| Danske Bank A/S | 73,511 | $15.1M | 0.05% | +73,511 | New |
| Congress Wealth Management LLC | 74,414 | $15.2M | 0.26% | −2,843−3.7% | Reduced |
| First National Bank of Omaha | 62,885 | $15.2M | 1.04% | −11,319−15.3% | Reduced |
| Kelly Lawrence W & Associates Inc | 76,307 | $15.6M | 3.56% | −1,553−2.0% | Reduced |
| Schroder Investment Management Group | 77,686 | $15.9M | 0.02% | +16,171+26.3% | Added |
| Walter Public Investments Inc. | 77,954 | $16.0M | 3.12% | +401+0.5% | Added |
| Adage Capital Partners GP, L.L.C. | 80,500 | $16.5M | 0.03% | +1,200+1.5% | Added |
| Teacher Retirement System of Texas | 81,758 | $16.7M | 0.11% | −3,245−3.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 83,923 | $17.2M | 0.05% | +43,710+108.7% | Added |
| Prudential Financial Inc | 84,191 | $17.2M | 0.02% | −3,471−4.0% | Reduced |
| Nordea Investment Management AB | 85,021 | $17.4M | 0.02% | −304−0.4% | Reduced |
| Congress Asset Management Co | 85,663 | $17.5M | 0.13% | −2,186−2.5% | Reduced |
| Dearborn Partners LLC | 88,014 | $18.0M | 0.77% | −47,212−34.9% | Reduced |
| State Board of Administration of Florida Retirement System | 123,093 | $18.0M | 0.04% | −625−0.5% | Reduced |
| Alta Capital Management LLC | 89,165 | $18.3M | 1.13% | −2,353−2.6% | Reduced |
| Achmea Investment Management B.V. | 89,533 | $18.3M | 0.35% | +56,926+174.6% | Added |
| Boston Private Wealth LLC | 90,110 | $18.5M | 0.41% | −4,321−4.6% | Reduced |
| Standard Life Aberdeen plc | 92,297 | $18.9M | 0.04% | +2,465+2.7% | Added |
| Morningstar Investment Services LLC | 93,005 | $19.0M | 0.21% | −96,732−51.0% | Reduced |
| Candriam Luxembourg S.C.A. | 92,757 | $19.0M | 0.12% | +82,772+829.0% | Added |
| Nicholas Company, Inc. | 92,885 | $19.0M | 0.31% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 92,960 | $19.0M | 0.04% | +160.0% | Added |
| New York State Common Retirement Fund | 93,347 | $19.1M | 0.03% | −32,576−25.9% | Reduced |
| Voya Investment Management LLC | 93,809 | $19.2M | 0.02% | +23,281+33.0% | Added |
| Douglas Lane & Associates, LLC | 99,432 | $20.4M | 0.29% | −9,595−8.8% | Reduced |
| Aviva PLC | 101,436 | $20.8M | 0.07% | +60,896+150.2% | Added |
| New York State Teachers Retirement System | 101,522 | $20.8M | 0.04% | −5,489−5.1% | Reduced |
| BNP Paribas Arbitrage, SA | 101,862 | $20.9M | 0.03% | +39,381+63.0% | Added |
| Bank of Montreal | 102,683 | $20.9M | 0.01% | −9,451−8.4% | Reduced |
| Wendell David Associates Inc | 105,599 | $21.6M | 2.19% | +271+0.3% | Added |
| Canada Pension Plan Investment Board | 105,871 | $21.7M | 0.02% | +52,171+97.2% | Added |
| HighTower Advisors, LLC | 108,717 | $22.2M | 0.04% | +310+0.3% | Added |
| Bath Savings Trust Co | 113,584 | $23.3M | 2.47% | −217−0.2% | Reduced |
| Motley Fool Wealth Management, LLC | 115,151 | $23.6M | 1.22% | −2,542−2.2% | Reduced |
| Citigroup Inc | 118,341 | $24.2M | 0.03% | +3,369+2.9% | Added |
| Geneva Capital Management LLC | 121,198 | $24.8M | 0.44% | −2,380−1.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 123,899 | $25.4M | 0.09% | +6,830+5.8% | Added |
| Public Employees Retirement Association of Colorado | 132,829 | $27.2M | 0.12% | −1,080−0.8% | Reduced |
| Andra AP-fonden | 134,200 | $27.5M | 0.49% | +58,700+77.7% | Added |
| Great West Life Assurance Co | 134,426 | $27.5M | 0.06% | +17,242+14.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 137,484 | $28.2M | 0.51% | +4,653+3.5% | Added |
| Storebrand Asset Management AS | 137,706 | $28.2M | 0.10% | +4,026+3.0% | Added |
| Principal Financial Group Inc | 144,494 | $29.6M | 0.02% | +2,296+1.6% | Added |
| Ameriprise Financial Inc | 147,863 | $30.3M | 0.01% | −9,501−6.0% | Reduced |
| Royal Bank of Canada | 154,240 | $31.6M | 0.01% | −67,623−30.5% | Reduced |
| Premier Fund Managers Ltd | 170,000 | $34.7M | 1.37% | 00.0% | Unchanged |
| Credit Suisse AG | 178,590 | $36.6M | 0.04% | −12,657−6.6% | Reduced |
| National Pension Service | 178,835 | $36.6M | 0.04% | −1,262−0.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 188,176 | $38.5M | 0.43% | +16,997+9.9% | Added |
| Copeland Capital Management, LLC | 191,765 | $39.3M | 0.71% | +6,625+3.6% | Added |
| Pinebridge Investments, L.P. | 195,559 | $40.1M | 0.32% | +64,490+49.2% | Added |
| California State Teachers Retirement System | 196,655 | $40.3M | 0.05% | +2,698+1.4% | Added |
| Anchor Capital Advisors LLC | 206,291 | $42.3M | 1.11% | −117,212−36.2% | Reduced |
| London Co of Virginia | 230,865 | $47.3M | 0.25% | −130.0% | Reduced |
| GW&K Investment Management, LLC | 236,557 | $48.5M | 0.43% | −3,011−1.3% | Reduced |
| TD Asset Management Inc | 243,015 | $49.8M | 0.05% | +4,689+2.0% | Added |
| Rhumbline Advisers | 249,280 | $51.1M | 0.05% | +1,922+0.8% | Added |
| LPL Financial LLC | 254,836 | $52.2M | 0.03% | +17,096+7.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 275,102 | $53.4M | 0.53% | −9,491−3.3% | Reduced |
| HSBC Holdings PLC | 265,259 | $54.3M | 0.04% | +32,921+14.2% | Added |
| Qube Research & Technologies Ltd | 279,599 | $57.3M | 0.10% | +279,599 | New |
| King Luther Capital Management Corp | 280,339 | $57.4M | 0.26% | −4,522−1.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 281,153 | $57.6M | 0.04% | −3,424−1.2% | Reduced |
| UBS Group AG | 290,584 | $59.5M | 0.02% | +104,140+55.9% | Added |
| Robeco Institutional Asset Management B.V. | 296,967 | $60.8M | 0.13% | −6,612−2.2% | Reduced |
| Fenimore Asset Management Inc | 297,975 | $61.0M | 1.29% | −870.0% | Reduced |
| Deutsche Bank AG | 332,354 | $68.1M | 0.03% | +11,685+3.6% | Added |
| Swiss National Bank | 352,300 | $72.2M | 0.05% | −17,000−4.6% | Reduced |
| Earnest Partners LLC | 364,195 | $74.6M | 0.34% | +75,006+25.9% | Added |
| Schwartz Investment Counsel Inc | 369,350 | $75.7M | 2.76% | −5,100−1.4% | Reduced |
| First Trust Advisors LP | 375,017 | $76.8M | 0.08% | −72,382−16.2% | Reduced |
| Mackenzie Financial Corp | 381,768 | $78.2M | 0.11% | +740+0.2% | Added |
| Ensemble Capital Management, LLC | 385,216 | $78.9M | 6.62% | +40,786+11.8% | Added |
| Boston Financial Mangement LLC | 391,312 | $80.2M | 2.55% | +5,694+1.5% | Added |
| Nuveen Asset Management, LLC | 398,751 | $81.7M | 0.02% | +11,990+3.1% | Added |
| Raymond James & Associates | 398,793 | $81.7M | 0.06% | −344−0.1% | Reduced |
| Man Group plc | 405,104 | $83.0M | 0.22% | −27,179−6.3% | Reduced |
| Rathbone Brothers plc | 439,676 | $90.1M | 0.52% | +459+0.1% | Added |
| Norges Bank | 440,192 | $90.2M | 0.01% | +111,616+34.0% | Added |
| CIBC Private Wealth Group, LLC | 463,200 | $94.1M | 0.18% | −10,620−2.2% | Reduced |