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 |
|---|---|---|---|---|---|
| Candriam Luxembourg S.C.A. | 92,757 | $19.0M | 0.12% | +82,772+829.0% | Added |
| Morningstar Investment Services LLC | 93,005 | $19.0M | 0.21% | −96,732−51.0% | Reduced |
| Standard Life Aberdeen plc | 92,297 | $18.9M | 0.04% | +2,465+2.7% | Added |
| Boston Private Wealth LLC | 90,110 | $18.5M | 0.41% | −4,321−4.6% | Reduced |
| Achmea Investment Management B.V. | 89,533 | $18.3M | 0.35% | +56,926+174.6% | Added |
| Alta Capital Management LLC | 89,165 | $18.3M | 1.13% | −2,353−2.6% | Reduced |
| State Board of Administration of Florida Retirement System | 123,093 | $18.0M | 0.04% | −625−0.5% | Reduced |
| Dearborn Partners LLC | 88,014 | $18.0M | 0.77% | −47,212−34.9% | Reduced |
| Congress Asset Management Co | 85,663 | $17.5M | 0.13% | −2,186−2.5% | Reduced |
| Nordea Investment Management AB | 85,021 | $17.4M | 0.02% | −304−0.4% | Reduced |
| Prudential Financial Inc | 84,191 | $17.2M | 0.02% | −3,471−4.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 83,923 | $17.2M | 0.05% | +43,710+108.7% | Added |
| Teacher Retirement System of Texas | 81,758 | $16.7M | 0.11% | −3,245−3.8% | Reduced |
| Adage Capital Partners GP, L.L.C. | 80,500 | $16.5M | 0.03% | +1,200+1.5% | Added |
| Walter Public Investments Inc. | 77,954 | $16.0M | 3.12% | +401+0.5% | Added |
| Schroder Investment Management Group | 77,686 | $15.9M | 0.02% | +16,171+26.3% | Added |
| Kelly Lawrence W & Associates Inc | 76,307 | $15.6M | 3.56% | −1,553−2.0% | Reduced |
| First National Bank of Omaha | 62,885 | $15.2M | 1.04% | −11,319−15.3% | Reduced |
| Congress Wealth Management LLC | 74,414 | $15.2M | 0.26% | −2,843−3.7% | Reduced |
| Danske Bank A/S | 73,511 | $15.1M | 0.05% | +73,511 | New |
| State of Wisconsin Investment Board | 73,063 | $15.0M | 0.04% | +10,728+17.2% | Added |
| FMR LLC | 71,830 | $14.7M | 0.00% | +2,384+3.4% | Added |
| Toronto Dominion Bank | 71,093 | $14.6M | 0.02% | +2,989+4.4% | Added |
| Manufacturers Life Insurance Company, The | 71,049 | $14.6M | 0.01% | −9,272−11.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 69,872 | $14.3M | 0.03% | −165,696−70.3% | Reduced |
| Crossmark Global Holdings, Inc. | 69,471 | $14.2M | 0.27% | +3,588+5.4% | Added |
| Chevy Chase Trust Holdings, Inc. | 65,220 | $13.4M | 0.04% | −498−0.8% | Reduced |
| Forsta Ap-Fonden | 64,700 | $13.3M | 0.11% | +11,700+22.1% | Added |
| Public Employees Retirement System of Ohio | 64,353 | $13.2M | 0.05% | −417−0.6% | Reduced |
| Washington Trust Co | 63,926 | $13.1M | 0.48% | −705−1.1% | Reduced |
| State of New Jersey Common Pension Fund D | 63,607 | $13.0M | 0.04% | 00.0% | Unchanged |
| Colony Group, LLC | 63,567 | $13.0M | 0.11% | +5,264+9.0% | Added |
| ING Groep NV | 63,138 | $12.9M | 0.09% | +47,032+292.0% | Added |
| Advisors Asset Management, Inc. | 62,775 | $12.9M | 0.25% | +359+0.6% | Added |
| McRae Capital Management Inc | 62,474 | $12.8M | 2.80% | −315−0.5% | Reduced |
| 1623 Capital LLC | 61,400 | $12.6M | 7.03% | +400+0.7% | Added |
| Pictet Asset Management Holding SA | 59,639 | $12.2M | 0.01% | −7,224−10.8% | Reduced |
| Russell Investments Group, Ltd. | 57,833 | $11.8M | 0.02% | −14,579−20.1% | Reduced |
| Acadian Asset Management LLC | 57,747 | $11.8M | 0.04% | −17,865−23.6% | Reduced |
| AQR Capital Management LLC | 57,179 | $11.7M | 0.02% | +23,252+68.5% | Added |
| Truist Financial Corp | 56,305 | $11.5M | 0.02% | −12,063−17.6% | Reduced |
| Running Oak Capital LLC | 56,188 | $11.5M | 1.85% | +4,580+8.9% | Added |
| Federation des caisses Desjardins du Quebec | 55,514 | $11.4M | 0.08% | +1,413+2.6% | Added |
| Korea Investment CORP | 55,714 | $11.4M | 0.03% | +1,289+2.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 55,364 | $11.3M | 0.02% | +941+1.7% | Added |
| DekaBank Deutsche Girozentrale | 55,494 | $11.3M | 0.02% | +2,685+5.1% | Added |
| FineMark National Bank & Trust | 54,576 | $11.2M | 0.42% | +1,151+2.2% | Added |
| SG Americas Securities, LLC | 54,430 | $11.2M | 0.06% | +47,308+664.3% | Added |
| ProShare Advisors LLC | 54,387 | $11.1M | 0.03% | +1,091+2.0% | Added |
| Treasurer of the State of North Carolina | 53,822 | $11.0M | 0.05% | +165+0.3% | Added |
| Federated Hermes, Inc. | 53,615 | $11.0M | 0.03% | +51,338+2,254.6% | Added |
| Ensign Peak Advisors, Inc | 53,536 | $11.0M | 0.02% | −451−0.8% | Reduced |
| Royal London Asset Management Ltd | 53,271 | $10.9M | 0.03% | +1,727+3.4% | Added |
| US Bancorp | 52,976 | $10.9M | 0.02% | +249+0.5% | Added |
| The PNC Financial Services Group, Inc. | 51,986 | $10.6M | 0.01% | +48+0.1% | Added |
| Alley Investment Management Company, LLC | 51,160 | $10.5M | 1.44% | +122+0.2% | Added |
| D. E. Shaw & Co., Inc. | 50,777 | $10.4M | 0.01% | +45,660+892.3% | Added |
| Asset Management One Co.,Ltd. | 50,745 | $10.4M | 0.04% | −790−1.5% | Reduced |
| Manning & Napier Group, LLC | 49,428 | $10.1M | 0.12% | −3,628−6.8% | Reduced |
| Aptus Capital Advisors, LLC | 49,249 | $10.1M | 0.22% | +4,460+10.0% | Added |
| Vision Capital Management, Inc. | 49,161 | $10.1M | 1.50% | −199−0.4% | Reduced |
| Diamond Hill Capital Management Inc | 49,022 | $10.0M | 0.04% | −14,345−22.6% | Reduced |
| Victory Capital Management Inc | 48,663 | $9.97M | 0.01% | +559+1.2% | Added |
| Southernsun Asset Management, LLC | 48,658 | $9.97M | 1.11% | −4,287−8.1% | Reduced |
| Assenagon Asset Management S.A. | 48,130 | $9.86M | 0.03% | −45,233−48.4% | Reduced |
| Commerce Bank | 47,855 | $9.80M | 0.06% | −671−1.4% | Reduced |
| Motley Fool Asset Management LLC | 47,841 | $9.80M | 0.63% | −1,298−2.6% | Reduced |
| Mn Services Vermogensbeheer B.V. | 47,630 | $9.76M | 0.07% | −8,200−14.7% | Reduced |
| Comerica Bank | 45,797 | $9.38M | 0.04% | +2,182+5.0% | Added |
| FIL Ltd | 45,461 | $9.31M | 0.01% | −10,000−18.0% | Reduced |
| Cyrus J. Lawrence, LLC | 45,350 | $9.29M | 2.06% | +45,350 | New |
| Prudential PLC | 45,004 | $9.22M | 0.08% | +25,712+133.3% | Added |
| Capital Group Private Client Services, Inc. | 44,946 | $9.21M | 0.09% | +584+1.3% | Added |
| Mattern Capital Management, LLC | 44,546 | $9.13M | 1.24% | −670−1.5% | Reduced |
| Citadel Advisors LLC | 44,136 | $9.04M | 0.01% | −95,315−68.4% | Reduced |
| CI Private Wealth, LLC | 43,422 | $8.90M | 0.02% | +2,156+5.2% | Added |
| Core Alternative Capital | 42,905 | $8.79M | 1.57% | −11,454−21.1% | Reduced |
| Resona Asset Management Co.,Ltd. | 42,689 | $8.75M | 0.05% | +42,689 | New |
| Marks Group Wealth Management, Inc | 41,590 | $8.52M | 0.89% | −1,094−2.6% | Reduced |
| Nisa Investment Advisors, LLC | 41,300 | $8.49M | 0.06% | +754+1.9% | Added |
| Santa Monica Partners LP | 40,793 | $8.36M | 5.78% | 00.0% | Unchanged |
| McCollum Christoferson Group LLC | 40,581 | $8.31M | 2.40% | −624−1.5% | Reduced |
| Zevenbergen Capital Investments LLC | 40,000 | $8.19M | 0.17% | −3,000−7.0% | Reduced |
| Addenda Capital Inc. | 39,736 | $8.17M | 0.31% | −2,097−5.0% | Reduced |
| Bell Asset Management Ltd | 39,694 | $8.13M | 1.19% | −227−0.6% | Reduced |
| Transform Wealth, LLC | 39,098 | $8.04M | 0.76% | +2,290+6.2% | Added |
| Sienna Gestion | 38,673 | $7.92M | 0.72% | +38,673 | New |
| GHP Investment Advisors, Inc. | 38,251 | $7.84M | 0.39% | −532−1.4% | Reduced |
| Credit Agricole S A | 40,250 | $7.77M | 0.13% | +36,921+1,109.1% | Added |
| MML Investors Services, LLC | 37,760 | $7.74M | 0.03% | +1,826+5.1% | Added |
| National Bank of Canada | 39,390 | $7.71M | 0.01% | +4,054+11.5% | Added |
| State of Tennessee, Treasury Department | 36,661 | $7.51M | 0.03% | −35,550−49.2% | Reduced |
| STRS Ohio | 36,186 | $7.41M | 0.03% | +615+1.7% | Added |
| AXA S.A. | 35,695 | $7.31M | 0.02% | +5,142+16.8% | Added |
| American Money Management, LLC | 35,518 | $7.28M | 1.52% | −49−0.1% | Reduced |
| Crown Oak Advisors, LLC | 34,923 | $7.15M | 3.94% | +744+2.2% | Added |
| Barlow Wealth Partners, Inc. | 35,108 | $6.98M | 0.95% | +1,275+3.8% | Added |
| Boston Trust Walden Corp | 33,633 | $6.89M | 0.05% | −17,821−34.6% | Reduced |
| O'Brien Greene & Co. Inc | 33,567 | $6.88M | 2.26% | −221−0.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 33,169 | $6.80M | 0.54% | +33,169 | New |