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, Q2 2024
Institutional positions in Broadridge Financial Solutions, Inc. as of Jun 30, 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
- 930
- +2 vs. Q1 2024
- Shares held
- 106.1M
- +901.8K (+0.9%) vs. Q1 2024
- Total value
- $20.9B
- −$613.4M (−2.9%) vs. Q1 2024
- New holders
- 77
- 377 more added
- Sold out
- 75
- 323 more reduced
12 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Broadridge Financial Solutions, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 14,285,086 | $2.81B | 0.05% | +293,880+2.1% | Added |
| BlackRock Inc. | 10,126,533 | $1.99B | 0.05% | +403,415+4.1% | Added |
| Morgan Stanley | 5,716,474 | $1.13B | 0.09% | −300,603−5.0% | Reduced |
| State Street Corp | 5,130,276 | $1.01B | 0.04% | +246,471+5.0% | Added |
| Price T Rowe Associates Inc | 4,022,793 | $792.5M | 0.09% | −145,404−3.5% | Reduced |
| APG Asset Management N.V. | 3,992,945 | $733.9M | 1.31% | −20,213−0.5% | Reduced |
| Capital International Investors | 3,396,110 | $669.3M | 0.14% | +334,127+10.9% | Added |
| Janus Henderson Group PLC | 3,288,196 | $647.8M | 0.35% | +12,805+0.4% | Added |
| Geode Capital Management, LLC | 2,984,666 | $586.5M | 0.05% | +120,081+4.2% | Added |
| T. Rowe Price Investment Management, Inc. | 2,681,656 | $528.3M | 0.33% | +31,555+1.2% | Added |
| Jensen Investment Management Inc | 1,738,280 | $342.4M | 2.80% | −38,597−2.2% | Reduced |
| Barclays PLC | 1,662,053 | $327.4M | 0.15% | +115,833+7.5% | Added |
| Stifel Financial Corp | 1,588,602 | $313.0M | 0.35% | +6,133+0.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,562,565 | $307.8M | 0.38% | +65,887+4.4% | Added |
| Invesco Ltd. | 1,346,767 | $265.3M | 0.06% | +148,959+12.4% | Added |
| Northern Trust Corp | 1,319,362 | $259.9M | 0.04% | +29,333+2.3% | Added |
| Wells Fargo & Company | 1,243,431 | $245.0M | 0.06% | −31,129−2.4% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 1,108,722 | $218.5M | 4.10% | +70,159+6.8% | Added |
| Bahl & Gaynor Inc | 1,108,867 | $218.4M | 1.22% | +6,634+0.6% | Added |
| Macquarie Group Ltd | 1,000,731 | $197.1M | 0.23% | +7,975+0.8% | Added |
| Franklin Resources Inc | 959,469 | $189.0M | 0.06% | +995+0.1% | Added |
| Dimensional Fund Advisors LP | 941,125 | $185.4M | 0.05% | +72,018+8.3% | Added |
| Bank of New York Mellon Corp | 902,824 | $177.9M | 0.03% | −8,410−0.9% | Reduced |
| UBS Asset Management Americas Inc | 884,144 | $174.2M | 0.05% | +141,117+19.0% | Added |
| Fayez Sarofim & Co | 882,378 | $173.8M | 0.47% | +32,062+3.8% | Added |
| Legal & General Group Plc | 844,594 | $166.4M | 0.05% | +24,899+3.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 800,716 | $157.7M | 0.39% | +28,614+3.7% | Added |
| JPMorgan Chase & Co | 759,382 | $149.6M | 0.01% | +89,900+13.4% | Added |
| Goldman Sachs Group Inc | 694,139 | $136.7M | 0.03% | +51,742+8.1% | Added |
| Bank of America Corp | 689,298 | $135.8M | 0.01% | −104,327−13.1% | Reduced |
| Charles Schwab Investment Management Inc | 662,622 | $130.5M | 0.02% | +16,639+2.6% | Added |
| Envestnet Asset Management Inc | 657,562 | $129.5M | 0.05% | −5,782−0.9% | Reduced |
| Confluence Investment Management LLC | 653,033 | $128.6M | 1.86% | −50,049−7.1% | Reduced |
| Baird Financial Group, Inc. | 614,871 | $121.1M | 0.25% | −36,985−5.7% | Reduced |
| California Public Employees Retirement System | 586,227 | $115.5M | 0.08% | −123,984−17.5% | Reduced |
| Ninety One UK Ltd | 524,260 | $103.3M | 0.29% | −16,716−3.1% | Reduced |
| Parnassus Investments | 508,367 | $100.1M | 0.22% | −33,913−6.3% | Reduced |
| Standard Life Aberdeen plc | 508,214 | $100.1M | 0.19% | +415,917+450.6% | Added |
| Nuveen Asset Management, LLC | 501,993 | $99.0M | 0.03% | +103,242+25.9% | Added |
| Amundi | 481,945 | $96.1M | 0.04% | −17,219−3.4% | Reduced |
| Alliancebernstein L.P. | 472,618 | $93.1M | 0.03% | +342+0.1% | Added |
| CIBC Private Wealth Group, LLC | 455,081 | $91.8M | 0.17% | −8,119−1.8% | Reduced |
| Norges Bank | 447,228 | $88.1M | 0.01% | +7,036+1.6% | Added |
| Ensemble Capital Management, LLC | 444,744 | $87.6M | 6.82% | +59,528+15.5% | Added |
| Rathbone Brothers plc | 439,525 | $86.6M | 0.47% | −1510.0% | Reduced |
| Raymond James & Associates | 404,049 | $79.6M | 0.05% | +5,256+1.3% | Added |
| Boston Financial Mangement LLC | 393,249 | $77.5M | 2.47% | +1,937+0.5% | Added |
| Mackenzie Financial Corp | 383,765 | $75.6M | 0.11% | +1,997+0.5% | Added |
| Earnest Partners LLC | 362,779 | $71.5M | 0.33% | −1,416−0.4% | Reduced |
| Swiss National Bank | 348,700 | $68.7M | 0.05% | −3,600−1.0% | Reduced |
| Deutsche Bank AG | 335,857 | $66.2M | 0.03% | +3,503+1.1% | Added |
| Schwartz Investment Counsel Inc | 334,350 | $65.9M | 2.44% | −35,000−9.5% | Reduced |
| Fenimore Asset Management Inc | 299,355 | $59.0M | 1.29% | +1,380+0.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 274,298 | $57.5M | 0.53% | −804−0.3% | Reduced |
| King Luther Capital Management Corp | 268,915 | $53.0M | 0.24% | −11,424−4.1% | Reduced |
| HSBC Holdings PLC | 266,272 | $52.5M | 0.03% | +1,013+0.4% | Added |
| Pinebridge Investments, L.P. | 265,738 | $52.4M | 0.42% | +70,179+35.9% | Added |
| UBS Group AG | 263,293 | $51.9M | 0.02% | −27,291−9.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 262,725 | $51.8M | 0.04% | −18,428−6.6% | Reduced |
| LPL Financial LLC | 260,264 | $51.3M | 0.03% | +5,428+2.1% | Added |
| Rhumbline Advisers | 254,781 | $50.2M | 0.05% | +5,501+2.2% | Added |
| TD Asset Management Inc | 253,731 | $50.0M | 0.05% | +10,716+4.4% | Added |
| First Trust Advisors LP | 240,916 | $47.5M | 0.05% | −134,101−35.8% | Reduced |
| Royal Bank of Canada | 231,773 | $45.7M | 0.01% | +77,533+50.3% | Added |
| GW&K Investment Management, LLC | 231,402 | $45.6M | 0.42% | −5,155−2.2% | Reduced |
| London Co of Virginia | 231,222 | $45.6M | 0.26% | +357+0.2% | Added |
| Premier Fund Managers Ltd | 200,000 | $39.8M | 1.60% | +30,000+17.6% | Added |
| Anchor Capital Advisors LLC | 200,081 | $39.4M | 1.11% | −6,210−3.0% | Reduced |
| California State Teachers Retirement System | 200,064 | $39.4M | 0.05% | +3,409+1.7% | Added |
| Copeland Capital Management, LLC | 192,702 | $38.0M | 0.71% | +937+0.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 192,173 | $37.9M | 0.40% | +3,997+2.1% | Added |
| National Pension Service | 180,339 | $35.5M | 0.04% | +1,504+0.8% | Added |
| Ameriprise Financial Inc | 171,760 | $33.8M | 0.01% | +23,897+16.2% | Added |
| Colony Group, LLC | 160,860 | $31.7M | 0.11% | +97,293+153.1% | Added |
| Principal Financial Group Inc | 151,093 | $29.8M | 0.02% | +6,599+4.6% | Added |
| Storebrand Asset Management AS | 150,497 | $29.6M | 0.10% | +12,791+9.3% | Added |
| Great West Life Assurance Co | 144,436 | $28.5M | 0.05% | +10,010+7.4% | Added |
| Andra AP-fonden | 139,100 | $27.4M | 0.46% | +4,900+3.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 138,806 | $27.3M | 0.48% | +1,322+1.0% | Added |
| Man Group plc | 138,006 | $27.2M | 0.07% | −267,098−65.9% | Reduced |
| Millennium Management LLC | 137,489 | $27.1M | 0.02% | −385,428−73.7% | Reduced |
| Dearborn Partners LLC | 135,095 | $26.6M | 1.15% | +47,081+53.5% | Added |
| Public Employees Retirement Association of Colorado | 132,596 | $26.1M | 0.11% | −233−0.2% | Reduced |
| Voya Investment Management LLC | 123,825 | $24.4M | 0.02% | +30,016+32.0% | Added |
| HighTower Advisors, LLC | 120,584 | $23.9M | 0.04% | +11,867+10.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 120,396 | $23.7M | 0.08% | −3,503−2.8% | Reduced |
| Motley Fool Wealth Management, LLC | 117,710 | $23.2M | 1.18% | +2,559+2.2% | Added |
| State Board of Administration of Florida Retirement System | 114,678 | $22.6M | 0.04% | −8,415−6.8% | Reduced |
| Bath Savings Trust Co | 114,277 | $22.5M | 2.39% | +693+0.6% | Added |
| Bank of Montreal | 111,043 | $22.4M | 0.01% | +8,360+8.1% | Added |
| Aviva PLC | 113,583 | $22.4M | 0.06% | +12,147+12.0% | Added |
| Geneva Capital Management LLC | 111,784 | $22.0M | 0.40% | −9,414−7.8% | Reduced |
| Canada Pension Plan Investment Board | 110,916 | $21.9M | 0.02% | +5,045+4.8% | Added |
| Wendell David Associates Inc | 106,098 | $20.9M | 2.13% | +499+0.5% | Added |
| Citigroup Inc | 105,131 | $20.7M | 0.02% | −13,210−11.2% | Reduced |
| BNP Paribas Arbitrage, SA | 100,603 | $19.8M | 0.02% | −1,259−1.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 99,679 | $19.6M | 0.05% | +15,756+18.8% | Added |
| New York State Teachers Retirement System | 99,322 | $19.6M | 0.04% | −2,200−2.2% | Reduced |
| Natixis Advisors, L.P. | 98,817 | $19.5M | 0.04% | +5,857+6.3% | Added |
| New York State Common Retirement Fund | 93,929 | $18.5M | 0.02% | +582+0.6% | Added |