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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.

Institutional holdersQ2 2024: 930 institutions
Q1 2021: 771 institutionsQ2 2021: 787 institutionsQ3 2021: 791 institutionsQ4 2021: 821 institutionsQ1 2022: 777 institutionsQ2 2022: 764 institutionsQ3 2022: 791 institutionsQ4 2022: 785 institutionsQ1 2023: 793 institutionsQ2 2023: 817 institutionsQ3 2023: 854 institutionsQ4 2023: 921 institutionsQ1 2024: 940 institutionsQ2 2024: 930 institutionsQ3 2024: 1,016 institutionsQ4 2024: 1,054 institutionsQ1 2025: 1,109 institutionsQ2 2025: 1,098 institutionsQ3 2025: 1,105 institutionsQ4 2025: 1,136 institutionsQ1 2026: 1,064 institutionsQ2 2026: 1,023 institutions
Value heldQ2 2024: $20.9B
Q1 2021: $15.3BQ2 2021: $16.3BQ3 2021: $16.8BQ4 2021: $18.6BQ1 2022: $15.8BQ2 2022: $14.6BQ3 2022: $14.9BQ4 2022: $13.9BQ1 2023: $15.4BQ2 2023: $17.5BQ3 2023: $18.8BQ4 2023: $21.8BQ1 2024: $21.5BQ2 2024: $20.9BQ3 2024: $22.4BQ4 2024: $23.6BQ1 2025: $25.5BQ2 2025: $25.5BQ3 2025: $25.1BQ4 2025: $23.8BQ1 2026: $18.0BQ2 2026: $14.9B
Institutions holding BR and their total value by quarter
QuarterHoldersValue
Q2 20261,023$14.9B
Q1 20261,064$18.0B
Q4 20251,136$23.8B
Q3 20251,105$25.1B
Q2 20251,098$25.5B
Q1 20251,109$25.5B
Q4 20241,054$23.6B
Q3 20241,016$22.4B
Q2 2024930$20.9B
Q1 2024940$21.5B
Q4 2023921$21.8B
Q3 2023854$18.8B
Q2 2023817$17.5B
Q1 2023793$15.4B
Q4 2022785$13.9B
Q3 2022791$14.9B
Q2 2022764$14.6B
Q1 2022777$15.8B
Q4 2021821$18.6B
Q3 2021791$16.8B
Q2 2021787$16.3B
Q1 2021771$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.

Institutions holding BR in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Bank of America Corp689,298$135.8M0.01%−104,327−13.1%Reduced
Goldman Sachs Group Inc694,139$136.7M0.03%+51,742+8.1%Added
JPMorgan Chase & Co759,382$149.6M0.01%+89,900+13.4%Added
Kayne Anderson Rudnick Investment Management LLC800,716$157.7M0.39%+28,614+3.7%Added
Legal & General Group Plc844,594$166.4M0.05%+24,899+3.0%Added
Fayez Sarofim & Co882,378$173.8M0.47%+32,062+3.8%Added
UBS Asset Management Americas Inc884,144$174.2M0.05%+141,117+19.0%Added
Bank of New York Mellon Corp902,824$177.9M0.03%−8,410−0.9%Reduced
Dimensional Fund Advisors LP941,125$185.4M0.05%+72,018+8.3%Added
Franklin Resources Inc959,469$189.0M0.06%+995+0.1%Added
Macquarie Group Ltd1,000,731$197.1M0.23%+7,975+0.8%Added
Bahl & Gaynor Inc1,108,867$218.4M1.22%+6,634+0.6%Added
Veritas Investment Partners (UK) Ltd.1,108,722$218.5M4.10%+70,159+6.8%Added
Wells Fargo & Company1,243,431$245.0M0.06%−31,129−2.4%Reduced
Northern Trust Corp1,319,362$259.9M0.04%+29,333+2.3%Added
Invesco Ltd.1,346,767$265.3M0.06%+148,959+12.4%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.1,562,565$307.8M0.38%+65,887+4.4%Added
Stifel Financial Corp1,588,602$313.0M0.35%+6,133+0.4%Added
Barclays PLC1,662,053$327.4M0.15%+115,833+7.5%Added
Jensen Investment Management Inc1,738,280$342.4M2.80%−38,597−2.2%Reduced
T. Rowe Price Investment Management, Inc.2,681,656$528.3M0.33%+31,555+1.2%Added
Geode Capital Management, LLC2,984,666$586.5M0.05%+120,081+4.2%Added
Janus Henderson Group PLC3,288,196$647.8M0.35%+12,805+0.4%Added
Capital International Investors3,396,110$669.3M0.14%+334,127+10.9%Added
APG Asset Management N.V.3,992,945$733.9M1.31%−20,213−0.5%Reduced
Price T Rowe Associates Inc4,022,793$792.5M0.09%−145,404−3.5%Reduced
State Street Corp5,130,276$1.01B0.04%+246,471+5.0%Added
Morgan Stanley5,716,474$1.13B0.09%−300,603−5.0%Reduced
BlackRock Inc.10,126,533$1.99B0.05%+403,415+4.1%Added
Vanguard Group Inc14,285,086$2.81B0.05%+293,880+2.1%Added
FIL Ltd0$00.00%−45,461−100.0%Sold out
Barlow Wealth Partners, Inc.0$00.00%−35,108−100.0%Sold out
American International Group, Inc.0$00.00%−32,274−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−30,021−100.0%Sold out
Texas Permanent School Fund0$00.00%−24,340−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−11,562−100.0%Sold out
Fruth Investment Management0$00.00%−11,155−100.0%Sold out
Quest Partners LLC0$00.00%−8,342−100.0%Sold out
HRT Financial LP0$00.00%−8,034−100.0%Sold out
Oxbow Advisors, LLC0$00.00%−6,806−100.0%Sold out
Dean Capital Management0$00.00%−6,667−100.0%Sold out
GYL Financial Synergies, LLC0$00.00%−6,393−100.0%Sold out
Jump Financial, LLC0$00.00%−6,045−100.0%Sold out
Machina Capital S.A.S.0$00.00%−4,910−100.0%Sold out
Jackson Creek Investment Advisors LLC0$00.00%−4,769−100.0%Sold out
Metropolitan Life Insurance Co0$00.00%−4,749−100.0%Sold out
Signal Advisors Wealth, LLC0$00.00%−4,500−100.0%Sold out
Banque Cantonale Vaudoise0$00.00%−4,449−100.0%Sold out
Lincoln National Corp0$00.00%−4,385−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−4,159−100.0%Sold out
Teamwork Financial Advisors, LLC0$00.00%−4,132−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−4,009−100.0%Sold out
Simplex Trading, LLC0$00.00%−3,602−100.0%Sold out
Lombard Odier Asset Management (USA) Corp0$00.00%−3,415−100.0%Sold out
ISAM Funds (UK) Ltd0$00.00%−2,872−100.0%Sold out
Old National Bancorp0$00.00%−2,769−100.0%Sold out
Alberta Investment Management Corp0$00.00%−2,600−100.0%Sold out
Marshall Wace, LLP0$00.00%−2,400−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−2,210−100.0%Sold out
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main0$00.00%−2,163−100.0%Sold out
Foguth Wealth Management, LLC.0$00.00%−2,035−100.0%Sold out
Benchmark Investment Advisors LLC0$00.00%−2,000−100.0%Sold out
Arrow Investment Advisors, LLC0$00.00%−1,603−100.0%Sold out
RMB Capital Management, LLC0$00.00%−1,528−100.0%Sold out
Sigma Planning Corp0$00.00%−1,515−100.0%Sold out
Evercore Wealth Management, LLC0$00.00%−1,432−100.0%Sold out
Headlands Technologies LLC0$00.00%−1,269−100.0%Sold out
XTX Topco Ltd0$00.00%−1,255−100.0%Sold out
TrueWealth Advisors, LLC0$00.00%−1,236−100.0%Sold out
Brookstone Capital Management0$00.00%−1,234−100.0%Sold out
River Wealth Advisors LLC0$00.00%−1,215−100.0%Sold out
Twinbeech Capital LP0$00.00%−1,106−100.0%Sold out
Inscription Capital, LLC0$00.00%−1,100−100.0%Sold out
Claret Asset Management Corp0$00.00%−1,100−100.0%Sold out
CTC Alternative Strategies, Ltd.0$00.00%−1,098−100.0%Sold out
Cedar Brook Financial Partners, LLC0$00.00%−1,081−100.0%Sold out
Prime Capital Investment Advisors, LLC0$00.00%−1,071−100.0%Sold out
Verition Fund Management LLC0$00.00%−1,062−100.0%Sold out
Oak Thistle LLC0$00.00%−1,053−100.0%Sold out
Moseley Investment Management Inc0$00.00%−1,010−100.0%Sold out
Ledyard National Bank0$00.00%−1,008−100.0%Sold out
Tradition Wealth Management, LLC0$00.00%−1,006−100.0%Sold out
Cross Staff Investments Inc0$00.00%−1,000−100.0%Sold out
Jmac Enterprises LLC0$00.00%−1,000−100.0%Sold out
Barnes Pettey Financial Advisors, LLC0$00.00%−1,000−100.0%Sold out
Balentine LLC0$00.00%−993−100.0%Sold out
Symphony Financial, Ltd. Co.0$00.00%−983−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−982−100.0%Sold out
Hyman Charles D0$00.00%−977−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−800−100.0%Sold out
Canopy Partners, LLC0$00.00%−401−100.0%Sold out
Concord Wealth Partners0$00.00%−391−100.0%Sold out
Truvestments Capital LLC0$00.00%−210−100.0%Sold out
Brown Shipley& Co Ltd0$00.00%−207−100.0%Sold out
New Covenant Trust Company, N.A.0$00.00%−165−100.0%Sold out
LifeSteps Financial, Inc.0$00.00%−155−100.0%Sold out
Hollencrest Capital Management0$00.00%−100−100.0%Sold out
nVerses Capital, LLC0$00.00%−100−100.0%Sold out
Oliver Lagore Vanvalin Investment Group0$00.00%−97−100.0%Sold out
Impact Partnership Wealth, LLC0$00.00%−31−100.0%Sold out