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 |
|---|---|---|---|---|---|
| QRG Capital Management, Inc. | 7,009 | $1.44M | 0.02% | +2,950+72.7% | Added |
| Louisiana State Employees Retirement System | 6,900 | $1.41M | 0.03% | −200−2.8% | Reduced |
| Welch & Forbes LLC | 6,882 | $1.41M | 0.02% | −575−7.7% | Reduced |
| Adviser Investments LLC | 6,865 | $1.41M | 0.02% | +7+0.1% | Added |
| Securian Asset Management, Inc | 6,857 | $1.40M | 0.04% | −609−8.2% | Reduced |
| Metis Global Partners, LLC | 6,840 | $1.40M | 0.05% | +372+5.8% | Added |
| SNS Financial Group, LLC | 6,800 | $1.40M | 0.15% | −78−1.1% | Reduced |
| Oxbow Advisors, LLC | 6,806 | $1.39M | 0.19% | −263−3.7% | Reduced |
| Trueblood Wealth Management, LLC | 6,771 | $1.39M | 0.79% | −200−2.9% | Reduced |
| Susquehanna Fundamental Investments, LLC | 6,730 | $1.38M | 0.06% | +6,730 | New |
| JustInvest LLC | 6,710 | $1.37M | 0.03% | +1,360+25.4% | Added |
| Linden Thomas Advisory Services, LLC | 6,689 | $1.37M | 0.22% | +6,689 | New |
| Dean Capital Management | 6,667 | $1.37M | 0.79% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 6,660 | $1.36M | 0.03% | 00.0% | Unchanged |
| Jane Street Group, LLC | 6,655 | $1.36M | 0.00% | −8,582−56.3% | Reduced |
| Vontobel Holding Ltd. | 6,647 | $1.36M | 0.01% | −579−8.0% | Reduced |
| Mirabaud Asset Management Ltd | 6,624 | $1.36M | 0.55% | −2,574−28.0% | Reduced |
| Apollon Wealth Management, LLC | 6,528 | $1.34M | 0.04% | +4,193+179.6% | Added |
| CWM, LLC | 6,519 | $1.33M | 0.01% | +871+15.4% | Added |
| Koshinski Asset Management, Inc. | 6,488 | $1.33M | 0.14% | −1,462−18.4% | Reduced |
| GYL Financial Synergies, LLC | 6,393 | $1.31M | 0.10% | +6,393 | New |
| Northwestern Mutual Wealth Management Co | 6,385 | $1.31M | 0.00% | −1,760−21.6% | Reduced |
| Benjamin Edwards Inc | 6,284 | $1.29M | 0.26% | +243+4.0% | Added |
| Pegasus Partners Ltd. | 6,184 | $1.27M | 0.13% | −286−4.4% | Reduced |
| Dynasty Wealth Management, LLC | 6,143 | $1.26M | 0.04% | +6,143 | New |
| Raymond James Trust N.A. | 6,083 | $1.25M | 0.03% | −80−1.3% | Reduced |
| Jump Financial, LLC | 6,045 | $1.24M | 0.03% | −9,907−62.1% | Reduced |
| UniSuper Management Pty Ltd | 6,030 | $1.24M | 0.01% | +4,783+383.6% | Added |
| Catalyst Capital Advisors LLC | 6,027 | $1.23M | 0.03% | +174+3.0% | Added |
| New Mexico Educational Retirement Board | 5,950 | $1.22M | 0.04% | −200−3.3% | Reduced |
| NBC Securities, Inc. | 5,946 | $1.22M | 0.11% | +951+19.0% | Added |
| TCTC Holdings, LLC | 5,927 | $1.21M | 0.04% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,891 | $1.21M | 0.03% | −13,370−69.4% | Reduced |
| Merit Financial Group, LLC | 5,996 | $1.19M | 0.03% | +1,855+44.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 5,808 | $1.19M | 0.09% | +5,808 | New |
| Crawford Investment Counsel Inc | 5,791 | $1.19M | 0.02% | −40−0.7% | Reduced |
| Lido Advisors, LLC | 5,742 | $1.18M | 0.01% | +103+1.8% | Added |
| Meeder Asset Management Inc | 5,749 | $1.18M | 0.07% | +5,749 | New |
| Bullock Wealth Management Group | 5,613 | $1.14M | 0.77% | +5,613 | New |
| Tiaa Trust, National Association | 5,469 | $1.12M | 0.00% | +52+1.0% | Added |
| Avantax Advisory Services, Inc. | 5,350 | $1.10M | 0.01% | +38+0.7% | Added |
| Beacon Pointe Advisors, LLC | 5,325 | $1.09M | 0.01% | −925−14.8% | Reduced |
| Hantz Financial Services, Inc. | 5,308 | $1.09M | 0.02% | −327−5.8% | Reduced |
| Cornercap Investment Counsel Inc | 5,306 | $1.09M | 0.17% | +11+0.2% | Added |
| EFG Asset Management (Americas) Corp. | 5,260 | $1.08M | 0.33% | −1,471−21.9% | Reduced |
| Unigestion Holding SA | 5,215 | $1.07M | 0.05% | +880+20.3% | Added |
| Johnson Investment Counsel Inc | 5,188 | $1.06M | 0.01% | +20+0.4% | Added |
| Prospera Financial Services Inc | 5,102 | $1.05M | 0.03% | +119+2.4% | Added |
| E. Ohman J:or Asset Management AB | 5,100 | $1.04M | 0.03% | +600+13.3% | Added |
| Hilltop Holdings Inc. | 5,071 | $1.04M | 0.12% | −1,491−22.7% | Reduced |
| Ossiam | 5,064 | $1.04M | 0.02% | +152+3.1% | Added |
| Thrivent Financial for Lutherans | 5,019 | $1.03M | 0.00% | −89−1.7% | Reduced |
| Prescott Group Capital Management, L.L.C. | 5,000 | $1.02M | 0.16% | +5,000 | New |
| Montag & Caldwell, LLC | 4,994 | $1.02M | 0.18% | −25−0.5% | Reduced |
| Machina Capital S.A.S. | 4,910 | $1.01M | 0.53% | +4,910 | New |
| Oppenheimer & Co Inc | 4,790 | $981.3K | 0.02% | +4,790 | New |
| Ostrum Asset Management | 4,787 | $980.7K | 0.08% | +33+0.7% | Added |
| Jackson Creek Investment Advisors LLC | 4,769 | $977.0K | 0.35% | +4,769 | New |
| Metropolitan Life Insurance Co | 4,749 | $972.9K | 0.04% | −39−0.8% | Reduced |
| Martingale Asset Management L P | 4,736 | $970.2K | 0.02% | +4,736 | New |
| Proequities, Inc. | 4,637 | $953.6K | 0.06% | +220+5.0% | Added |
| Strategy Asset Managers LLC | 4,504 | $922.7K | 0.20% | +2,783+161.7% | Added |
| Signal Advisors Wealth, LLC | 4,500 | $921.9K | 0.23% | +2,273+102.1% | Added |
| Fiduciary Trust Co | 4,470 | $915.7K | 0.01% | −146−3.2% | Reduced |
| Glenmede Trust Co NA | 4,456 | $912.9K | 0.00% | +156+3.6% | Added |
| Banque Cantonale Vaudoise | 4,449 | $911.0K | 0.04% | +4,449 | New |
| Sepio Capital, LP | 4,396 | $900.6K | 0.08% | −643−12.8% | Reduced |
| Lincoln National Corp | 4,385 | $898.3K | 0.01% | +550+14.3% | Added |
| NewEdge Wealth, LLC | 4,547 | $888.2K | 0.02% | +34+0.8% | Added |
| HighPoint Advisor Group LLC | 4,478 | $886.0K | 0.06% | +15+0.3% | Added |
| Vinva Investment Management Ltd | 4,322 | $885.4K | 0.05% | +412+10.5% | Added |
| Vestmark Advisory Solutions, Inc. | 4,311 | $883.1K | 0.04% | −52−1.2% | Reduced |
| DT Investment Partners, LLC | 4,272 | $875.2K | 0.09% | 00.0% | Unchanged |
| National Asset Management, Inc. | 4,777 | $859.5K | 0.02% | +1,469+44.4% | Added |
| Dynamic Technology Lab Private Ltd | 4,159 | $852.0K | 0.09% | +4,159 | New |
| TrinityPoint Wealth, LLC | 4,157 | $851.5K | 0.14% | +69+1.7% | Added |
| MorganRosel Wealth Management, LLC | 4,138 | $847.7K | 0.30% | +4,138 | New |
| Teamwork Financial Advisors, LLC | 4,132 | $846.4K | 0.13% | +42+1.0% | Added |
| Empirical Finance, LLC | 4,130 | $846.1K | 0.05% | +144+3.6% | Added |
| Norinchukin Bank, The | 4,118 | $843.6K | 0.03% | −66−1.6% | Reduced |
| Sherbrooke Park Advisers LLC | 4,097 | $839.3K | 0.16% | +2,300+128.0% | Added |
| Guardian Wealth Management, Inc. | 4,074 | $834.6K | 0.64% | −185−4.3% | Reduced |
| Biltmore Family Office, LLC | 4,000 | $822.6K | 0.16% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 4,013 | $822.1K | 0.30% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 4,009 | $821.3K | 0.07% | +1,840+84.8% | Added |
| Wall Street Access Asset Management, LLC | 4,005 | $820.5K | 0.34% | −495−11.0% | Reduced |
| Bank Ozk | 4,000 | $819.4K | 0.37% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 3,984 | $816.2K | 0.01% | −342−7.9% | Reduced |
| Crew Capital Management, Ltd. | 3,971 | $813.5K | 0.66% | +3,971 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 3,887 | $796.3K | 0.05% | −304−7.3% | Reduced |
| Summit Financial, LLC | 3,790 | $779.5K | 0.05% | −157−4.0% | Reduced |
| Menard Financial Group LLC | 3,774 | $773.1K | 0.65% | +463+14.0% | Added |
| Symmetry Partners, LLC | 3,740 | $766.0K | 0.06% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 3,737 | $765.6K | 0.02% | +13+0.3% | Added |
| Tokio Marine Asset Management Co Ltd | 3,712 | $760.4K | 0.04% | +435+13.3% | Added |
| Gotham Asset Management, LLC | 3,691 | $756.1K | 0.01% | +261+7.6% | Added |
| CIBC World Markets Inc. | 3,686 | $755.0K | 0.00% | +167+4.7% | Added |
| Cedar Mountain Advisors, LLC | 3,673 | $752.4K | 0.19% | +2+0.1% | Added |
| Eukles Asset Management | 3,637 | $745.1K | 0.32% | −10.0% | Reduced |
| Simplex Trading, LLC | 3,602 | $737.0K | 0.02% | +3,602 | New |