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 |
|---|---|---|---|---|---|
| SYSTM Wealth Solutions LLC | 14,428 | $2.96M | 0.37% | −49−0.3% | Reduced |
| First National Trust Co | 14,362 | $2.94M | 0.12% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 14,044 | $2.88M | 0.01% | −2,667−16.0% | Reduced |
| British Columbia Investment Management Corp | 14,005 | $2.87M | 0.02% | +406+3.0% | Added |
| Peak Financial Advisors LLC | 13,786 | $2.82M | 1.72% | +13,786 | New |
| Steward Partners Investment Advisory, LLC | 13,749 | $2.82M | 0.03% | +85+0.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 13,653 | $2.80M | 0.01% | +1,448+11.9% | Added |
| Modern Wealth Management, LLC | 13,482 | $2.76M | 0.26% | +13,482 | New |
| Nissay Asset Management Corp | 13,476 | $2.76M | 0.02% | +187+1.4% | Added |
| Appleton Partners Inc | 13,330 | $2.73M | 0.21% | −468−3.4% | Reduced |
| First National Advisers, LLC | 13,916 | $2.72M | 0.61% | +5,078+57.5% | Added |
| Allianz Asset Management GmbH | 13,273 | $2.72M | 0.00% | −9,302−41.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 13,175 | $2.70M | 0.03% | +3,973+43.2% | Added |
| Mount Lucas Management LP | 13,149 | $2.69M | 0.90% | −1,036−7.3% | Reduced |
| HBK Sorce Advisory LLC | 12,974 | $2.66M | 0.09% | −8−0.1% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 12,900 | $2.64M | 1.68% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 12,801 | $2.62M | 0.03% | +80+0.6% | Added |
| CenterBook Partners LP | 12,618 | $2.58M | 0.18% | +4,868+62.8% | Added |
| Castellan Group, LLC | 12,603 | $2.58M | 1.32% | +6,505+106.7% | Added |
| Whittier Trust Co | 12,396 | $2.54M | 0.04% | −48−0.4% | Reduced |
| Atlas Private Wealth Management | 12,376 | $2.54M | 1.07% | +1,157+10.3% | Added |
| Schechter Investment Advisors, LLC | 12,300 | $2.52M | 0.19% | +225+1.9% | Added |
| Kensington Investment Counsel, LLC | 12,296 | $2.52M | 1.15% | +2,106+20.7% | Added |
| Intech Investment Management LLC | 12,211 | $2.50M | 0.04% | +7,739+173.1% | Added |
| Bleakley Financial Group, LLC | 12,088 | $2.48M | 0.07% | −72−0.6% | Reduced |
| Rockefeller Capital Management L.P. | 11,976 | $2.45M | 0.01% | +350+3.0% | Added |
| CIBC World Markets Corp | 11,811 | $2.42M | 0.02% | −3,349−22.1% | Reduced |
| Squarepoint Ops LLC | 11,659 | $2.39M | 0.01% | +8,177+234.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 11,562 | $2.37M | 0.01% | +11,562 | New |
| Mercer Global Advisors Inc | 11,476 | $2.35M | 0.01% | +338+3.0% | Added |
| Strengthening Families & Communities, LLC | 11,418 | $2.34M | 1.39% | +445+4.1% | Added |
| Henshaw Capital LLC | 11,327 | $2.32M | 0.11% | +46+0.4% | Added |
| Second Line Capital, LLC | 11,280 | $2.32M | 0.75% | +386+3.5% | Added |
| SRN Advisors, LLC | 11,294 | $2.31M | 1.81% | +1,357+13.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,256 | $2.31M | 0.03% | −39−0.3% | Reduced |
| Zions Bancorporation, N.A. | 11,179 | $2.29M | 0.17% | −2,906−20.6% | Reduced |
| Fruth Investment Management | 11,155 | $2.29M | 0.59% | −600−5.1% | Reduced |
| Mraz, Amerine & Associates, Inc. | 11,043 | $2.26M | 0.43% | −125−1.1% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 11,000 | $2.25M | 0.14% | −1,500−12.0% | Reduced |
| Donoghue Forlines LLC | 10,870 | $2.23M | 0.63% | +839+8.4% | Added |
| WBI Investments | 10,828 | $2.22M | 0.46% | +10,828 | New |
| Transcend Wealth Collective, LLC | 10,753 | $2.20M | 0.18% | +2,641+32.6% | Added |
| Elo Mutual Pension Insurance Co | 10,750 | $2.20M | 0.05% | +437+4.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,711 | $2.19M | 0.03% | −854−7.4% | Reduced |
| Regions Financial Corp | 10,596 | $2.17M | 0.02% | +243+2.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 10,552 | $2.16M | 0.04% | +5,883+126.0% | Added |
| Coldstream Capital Management Inc | 10,513 | $2.15M | 0.05% | −1,638−13.5% | Reduced |
| Guardian Wealth Advisors, LLC | 10,490 | $2.15M | 0.26% | −23−0.2% | Reduced |
| Roundview Capital LLC | 10,482 | $2.15M | 0.18% | +367+3.6% | Added |
| Oppenheimer Asset Management Inc. | 10,463 | $2.14M | 0.03% | −1,913−15.5% | Reduced |
| Wealthfront Advisers LLC | 10,418 | $2.13M | 0.01% | −407−3.8% | Reduced |
| Wimmer Associates 1, LLC | 10,351 | $2.12M | 1.12% | −15−0.1% | Reduced |
| Tilia Fiduciary Partners, Inc. | 10,329 | $2.12M | 1.72% | +708+7.4% | Added |
| First Citizens Bank & Trust Co | 10,241 | $2.10M | 0.04% | +10,241 | New |
| Lantz Financial LLC | 10,165 | $2.08M | 0.67% | −768−7.0% | Reduced |
| Oregon Public Employees Retirement Fund | 10,105 | $2.07M | 0.04% | −4,100−28.9% | Reduced |
| Greenleaf Trust | 10,079 | $2.06M | 0.02% | −15,816−61.1% | Reduced |
| Dean Investment Associates, LLC | 10,030 | $2.05M | 0.28% | +54+0.5% | Added |
| Leavell Investment Management, Inc. | 9,895 | $2.04M | 0.12% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 9,842 | $2.02M | 0.01% | −7,398−42.9% | Reduced |
| Rafferty Asset Management, LLC | 9,797 | $2.01M | 0.01% | −77−0.8% | Reduced |
| Pinnacle Associates Ltd | 9,758 | $2.00M | 0.03% | −296−2.9% | Reduced |
| Gulf International Bank (UK) Ltd | 9,733 | $1.99M | 0.05% | +49+0.5% | Added |
| MAI Capital Management | 9,621 | $1.97M | 0.02% | +1,710+21.6% | Added |
| Teachers Retirement System of the State of Kentucky | 9,594 | $1.97M | 0.02% | −530−5.2% | Reduced |
| EP Wealth Advisors, LLC | 9,373 | $1.92M | 0.02% | +327+3.6% | Added |
| Northwest Investment Counselors, LLC | 9,364 | $1.92M | 0.47% | −79−0.8% | Reduced |
| Quantinno Capital Management LP | 9,320 | $1.91M | 0.04% | −10.0% | Reduced |
| Siemens Fonds Invest GmbH | 9,172 | $1.88M | 0.14% | −47−0.5% | Reduced |
| PGGM Investments | 9,021 | $1.85M | 0.03% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 8,944 | $1.83M | 0.05% | −469−5.0% | Reduced |
| Kesler, Norman & Wride, LLC | 8,787 | $1.80M | 0.38% | −1,815−17.1% | Reduced |
| TrimTabs Asset Management, LLC | 8,767 | $1.80M | 0.45% | +36+0.4% | Added |
| Legacy Advisors, LLC | 8,712 | $1.79M | 0.23% | +394+4.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 8,730 | $1.79M | 0.04% | 00.0% | Unchanged |
| Buckhead Capital Management LLC | 8,693 | $1.78M | 0.60% | −17−0.2% | Reduced |
| Silvercrest Asset Management Group LLC | 8,581 | $1.76M | 0.01% | −25−0.3% | Reduced |
| Maryland State Retirement & Pension System | 9,048 | $1.74M | 0.03% | 00.0% | Unchanged |
| Quest Partners LLC | 8,342 | $1.71M | 0.30% | +1,247+17.6% | Added |
| Kestra Advisory Services, LLC | 8,329 | $1.71M | 0.01% | +679+8.9% | Added |
| Lee Financial Co | 8,177 | $1.68M | 0.28% | +123+1.5% | Added |
| Park Avenue Securities LLC | 8,119 | $1.66M | 0.02% | +12+0.1% | Added |
| Concurrent Investment Advisors, LLC | 8,105 | $1.66M | 0.07% | +373+4.8% | Added |
| HRT Financial LP | 8,034 | $1.65M | 0.01% | +8,034 | New |
| Sentry LLC | 7,948 | $1.63M | 0.31% | 00.0% | Unchanged |
| Hilton Capital Management, LLC | 7,887 | $1.62M | 0.14% | +4,411+126.9% | Added |
| Illinois Municipal Retirement Fund | 7,761 | $1.59M | 0.02% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 7,652 | $1.57M | 0.23% | +490+6.8% | Added |
| Hartford Investment Management Co | 7,619 | $1.56M | 0.06% | −303−3.8% | Reduced |
| Meyer Handelman Co | 7,610 | $1.56M | 0.05% | −990−11.5% | Reduced |
| Cresset Asset Management, LLC | 7,431 | $1.53M | 0.01% | +401+5.7% | Added |
| Allspring Global Investments Holdings, LLC | 7,418 | $1.52M | 0.00% | +926+14.3% | Added |
| Fox Run Management, L.L.C. | 7,397 | $1.52M | 0.33% | +7,397 | New |
| Waterloo Capital, L.P. | 7,231 | $1.48M | 0.19% | −45−0.6% | Reduced |
| Principal Securities, Inc. | 7,186 | $1.47M | 0.05% | +713+11.0% | Added |
| Boyar Asset Management Inc. | 7,179 | $1.47M | 0.96% | −51−0.7% | Reduced |
| New England Research & Management, Inc. | 7,150 | $1.47M | 0.72% | +7,150 | New |
| Prelude Capital Management, LLC | 7,129 | $1.46M | 0.10% | +4,520+173.2% | Added |
| Naples Global Advisors, LLC | 7,060 | $1.45M | 0.15% | +100+1.4% | Added |
| Bessemer Group Inc | 7,012 | $1.44M | 0.00% | +109+1.6% | Added |