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 |
|---|---|---|---|---|---|
| Arizona State Retirement System | 32,359 | $6.63M | 0.05% | −104−0.3% | Reduced |
| American International Group, Inc. | 32,274 | $6.61M | 0.02% | −226−0.7% | Reduced |
| State of Michigan Retirement System | 32,260 | $6.61M | 0.04% | +100+0.3% | Added |
| Northstar Group, Inc. | 32,251 | $6.61M | 1.30% | +491+1.5% | Added |
| Commonwealth Equity Services, LLC | 31,979 | $6.55M | 0.01% | +864+2.8% | Added |
| MetLife Investment Management | 31,612 | $6.48M | 0.04% | −972−3.0% | Reduced |
| Blair William & Co | 31,547 | $6.46M | 0.02% | −98−0.3% | Reduced |
| Nomura Asset Management Co Ltd | 31,490 | $6.45M | 0.02% | +1,256+4.2% | Added |
| Palmer Knight Co | 30,721 | $6.29M | 3.06% | +772+2.6% | Added |
| Fifth Third Bancorp | 30,240 | $6.19M | 0.02% | −297−1.0% | Reduced |
| Graham Capital Management, L.P. | 30,021 | $6.15M | 0.17% | +20,682+221.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 29,814 | $6.11M | 0.02% | +13,851+86.8% | Added |
| Captrust Financial Advisors | 29,776 | $6.10M | 0.02% | −7,038−19.1% | Reduced |
| Swiss Life Asset Management Ltd | 29,360 | $6.01M | 0.08% | −12,505−29.9% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 29,142 | $5.97M | 0.07% | +400+1.4% | Added |
| Great Lakes Advisors, LLC | 29,093 | $5.96M | 0.05% | −1,099−3.6% | Reduced |
| Brady Family Wealth, LLC | 28,904 | $5.92M | 1.92% | −370−1.3% | Reduced |
| Independent Advisor Alliance | 28,638 | $5.87M | 0.21% | −4,568−13.8% | Reduced |
| Aureus Asset Management, LLC | 28,530 | $5.84M | 0.40% | +1,035+3.8% | Added |
| KBC Group NV | 28,198 | $5.78M | 0.02% | −65,379−69.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 28,144 | $5.77M | 0.02% | +8,001+39.7% | Added |
| Advisor Group Holdings, Inc. | 28,122 | $5.76M | 0.01% | −19,420−40.8% | Reduced |
| Brown Advisory Inc | 27,549 | $5.64M | 0.01% | −605−2.1% | Reduced |
| Logan Capital Management Inc | 27,151 | $5.56M | 0.24% | +150+0.6% | Added |
| Cetera Investment Advisers | 27,070 | $5.55M | 0.01% | +19,216+244.7% | Added |
| Kestra Private Wealth Services, LLC | 26,966 | $5.52M | 0.12% | −54−0.2% | Reduced |
| AdvisorShares Investments LLC | 26,790 | $5.49M | 0.92% | +9,860+58.2% | Added |
| Susquehanna International Group, LLP | 26,580 | $5.45M | 0.01% | −49,325−65.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 26,222 | $5.37M | 0.08% | −326−1.2% | Reduced |
| Patton Fund Management, Inc. | 26,051 | $5.34M | 0.97% | +26,051 | New |
| Retirement Systems of Alabama | 25,994 | $5.33M | 0.02% | +65+0.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 25,854 | $5.30M | 0.04% | +91+0.4% | Added |
| Amalgamated Bank | 25,391 | $5.20M | 0.04% | −6,667−20.8% | Reduced |
| Brown Capital Management LLC | 25,148 | $5.15M | 0.09% | −248−1.0% | Reduced |
| Atria Investments LLC | 25,074 | $5.14M | 0.07% | +2,657+11.9% | Added |
| IFM Investors Pty Ltd | 25,051 | $5.13M | 0.06% | +2,764+12.4% | Added |
| Xponance, Inc. | 24,799 | $5.08M | 0.05% | +215+0.9% | Added |
| Handelsbanken Fonder AB | 24,774 | $5.08M | 0.02% | +5,121+26.1% | Added |
| Texas Permanent School Fund | 24,340 | $4.99M | 0.04% | +55+0.2% | Added |
| Swedbank AB | 24,168 | $4.95M | 0.01% | +1,714+7.6% | Added |
| Neuberger Berman Group LLC | 23,995 | $4.92M | 0.00% | −350−1.4% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 23,827 | $4.88M | 0.02% | −186−0.8% | Reduced |
| Institutional & Family Asset Management, LLC | 23,766 | $4.87M | 0.78% | −3,406−12.5% | Reduced |
| Capital International Inc | 23,594 | $4.83M | 0.07% | +194+0.8% | Added |
| Brasada Capital Management, LP | 23,463 | $4.81M | 0.86% | −117−0.5% | Reduced |
| DnB Asset Management AS | 23,136 | $4.74M | 0.02% | −4,654−16.7% | Reduced |
| Axxcess Wealth Management, LLC | 23,128 | $4.74M | 0.13% | +903+4.1% | Added |
| Suncoast Equity Management | 23,066 | $4.73M | 0.55% | +1,321+6.1% | Added |
| American Century Companies Inc | 23,048 | $4.72M | 0.00% | +4,464+24.0% | Added |
| USS Investment Management Ltd | 22,944 | $4.70M | 0.04% | +2,233+10.8% | Added |
| Ethic Inc. | 22,845 | $4.68M | 0.12% | +2,449+12.0% | Added |
| Creative Planning | 22,796 | $4.67M | 0.01% | +1,024+4.7% | Added |
| Mariner, LLC | 22,761 | $4.66M | 0.01% | +588+2.7% | Added |
| Pacer Advisors, Inc. | 22,663 | $4.64M | 0.01% | +14,140+165.9% | Added |
| Hamilton Point Investment Advisors, LLC | 22,522 | $4.63M | 0.90% | −108−0.5% | Reduced |
| PDT Partners, LLC | 22,403 | $4.59M | 0.43% | +12,101+117.5% | Added |
| Parsons Capital Management Inc | 22,269 | $4.56M | 0.31% | −379−1.7% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 22,245 | $4.56M | 0.11% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 21,828 | $4.47M | 0.07% | +2,236+11.4% | Added |
| M&T Bank Corp | 21,650 | $4.44M | 0.02% | +1,928+9.8% | Added |
| Czech National Bank | 20,719 | $4.24M | 0.05% | +113+0.5% | Added |
| Pathstone Holdings, LLC | 20,465 | $4.19M | 0.02% | +2,245+12.3% | Added |
| Burney Co | 20,443 | $4.19M | 0.16% | +751+3.8% | Added |
| Flputnam Investment Management Co | 20,441 | $4.19M | 0.09% | −3,216−13.6% | Reduced |
| Utah Retirement Systems | 20,291 | $4.16M | 0.05% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 20,226 | $4.14M | 0.17% | +20,226 | New |
| Cerity Partners LLC | 20,149 | $4.13M | 0.01% | +11,860+143.1% | Added |
| Security National Bank | 20,127 | $4.12M | 0.62% | −46−0.2% | Reduced |
| Middleton & Co Inc | 20,060 | $4.11M | 0.47% | −500−2.4% | Reduced |
| Degroof Petercam Asset Management | 20,000 | $4.10M | 0.05% | +1,200+6.4% | Added |
| WSFS Capital Management, LLC | 19,998 | $4.10M | 0.23% | −65−0.3% | Reduced |
| SEI Investments Co | 19,637 | $4.02M | 0.01% | +779+4.1% | Added |
| Griffin Asset Management, Inc. | 19,464 | $3.99M | 0.48% | +286+1.5% | Added |
| First Hawaiian Bank | 19,348 | $3.96M | 0.12% | −1,129−5.5% | Reduced |
| GWM Advisors LLC | 19,259 | $3.95M | 0.03% | −902−4.5% | Reduced |
| Magnetar Financial LLC | 19,254 | $3.94M | 0.09% | +19,254 | New |
| Yousif Capital Management, LLC | 18,799 | $3.85M | 0.04% | +2,709+16.8% | Added |
| 1832 Asset Management L.P. | 18,745 | $3.84M | 0.01% | +13,741+274.6% | Added |
| Tredje AP-fonden | 18,701 | $3.83M | 0.04% | 00.0% | Unchanged |
| Westpac Banking Corp | 18,441 | $3.78M | 0.29% | +13,075+243.7% | Added |
| Shell Asset Management Co | 18,645 | $3.67M | 0.17% | −7,816−29.5% | Reduced |
| Daiwa Securities Group Inc. | 17,924 | $3.67M | 0.02% | +2,424+15.6% | Added |
| Garrison Asset Management, LLC | 17,893 | $3.67M | 1.92% | −136−0.8% | Reduced |
| New York Life Investment Management LLC | 17,844 | $3.66M | 0.04% | −600−3.3% | Reduced |
| Toroso Investments, LLC | 17,707 | $3.63M | 0.06% | +8,837+99.6% | Added |
| Intrust Bank NA | 17,497 | $3.58M | 0.38% | −636−3.5% | Reduced |
| Long Road Investment Counsel, LLC | 17,200 | $3.52M | 1.48% | +250+1.5% | Added |
| Stratos Wealth Partners, LTD. | 17,050 | $3.49M | 0.06% | +742+4.5% | Added |
| CIBC Asset Management Inc | 16,944 | $3.47M | 0.01% | +495+3.0% | Added |
| Integrated Wealth Concepts LLC | 16,940 | $3.47M | 0.05% | +1,385+8.9% | 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 |
| Sugarloaf Wealth Management, LLC | 16,766 | $3.43M | 0.71% | +1,137+7.3% | Added |
| Occidental Asset Management, LLC | 16,329 | $3.35M | 0.63% | +936+6.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 19,710 | $3.30M | 0.01% | +508+2.6% | Added |
| Advisory Services Network, LLC | 16,033 | $3.28M | 0.07% | −225−1.4% | Reduced |
| Simplicity Wealth,LLC | 15,897 | $3.26M | 0.08% | +13,549+577.0% | Added |
| Princeton Global Asset Management LLC | 15,772 | $3.23M | 0.77% | +495+3.2% | Added |
| Mutual of America Capital Management LLC | 15,447 | $3.16M | 0.03% | −300−1.9% | Reduced |
| Bank of Nova Scotia | 14,753 | $3.02M | 0.01% | −66,449−81.8% | Reduced |