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 |
|---|---|---|---|---|---|
| NBC Securities, Inc. | 5,906 | $1.16M | 0.11% | −40−0.7% | Reduced |
| TCTC Holdings, LLC | 5,927 | $1.17M | 0.04% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 5,950 | $1.17M | 0.04% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 5,995 | $1.18M | 0.09% | +3,435+134.2% | Added |
| Catalyst Capital Advisors LLC | 6,027 | $1.19M | 0.03% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 5,991 | $1.20M | 0.11% | −497−7.7% | Reduced |
| Benjamin Edwards Inc | 6,118 | $1.21M | 0.23% | −166−2.6% | Reduced |
| Centaurus Financial, Inc. | 6,174 | $1.22M | 0.08% | +6,174 | New |
| Assenagon Asset Management S.A. | 6,197 | $1.22M | 0.00% | −41,933−87.1% | Reduced |
| Mirabaud Asset Management Ltd | 6,280 | $1.24M | 0.57% | −344−5.2% | Reduced |
| Dynasty Wealth Management, LLC | 6,390 | $1.26M | 0.04% | +247+4.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 6,430 | $1.27M | 0.02% | −4,122−39.1% | Reduced |
| Squarepoint Ops LLC | 6,511 | $1.28M | 0.00% | −5,148−44.2% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 6,548 | $1.29M | 0.40% | +6,548 | New |
| Quantbot Technologies LP | 6,587 | $1.30M | 0.06% | +3,458+110.5% | Added |
| Zions Bancorporation, N.A. | 6,608 | $1.30M | 0.10% | −4,571−40.9% | Reduced |
| Raymond James Trust N.A. | 6,618 | $1.30M | 0.03% | +535+8.8% | Added |
| Spears Abacus Advisors LLC | 6,660 | $1.31M | 0.03% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 6,680 | $1.32M | 0.63% | −470−6.6% | Reduced |
| Louisiana State Employees Retirement System | 6,700 | $1.32M | 0.03% | −200−2.9% | Reduced |
| Merit Financial Group, LLC | 6,738 | $1.33M | 0.03% | +742+12.4% | Added |
| Securian Asset Management, Inc | 6,757 | $1.33M | 0.04% | −100−1.5% | Reduced |
| Trueblood Wealth Management, LLC | 6,770 | $1.33M | 0.75% | −10.0% | Reduced |
| QRG Capital Management, Inc. | 6,795 | $1.34M | 0.02% | −214−3.1% | Reduced |
| SNS Financial Group, LLC | 6,810 | $1.35M | 0.14% | +10+0.1% | Added |
| Adviser Investments LLC | 6,866 | $1.35M | 0.02% | +10.0% | Added |
| Bessemer Group Inc | 6,928 | $1.36M | 0.00% | −84−1.2% | Reduced |
| Welch & Forbes LLC | 6,882 | $1.38M | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 7,041 | $1.39M | 0.01% | +522+8.0% | Added |
| EFG Asset Management (Americas) Corp. | 7,136 | $1.41M | 0.28% | +1,876+35.7% | Added |
| Allspring Global Investments Holdings, LLC | 7,163 | $1.41M | 0.00% | −255−3.4% | Reduced |
| Boyar Asset Management Inc. | 7,180 | $1.41M | 0.97% | +10.0% | Added |
| Northwestern Mutual Wealth Management Co | 7,234 | $1.43M | 0.00% | +849+13.3% | Added |
| Knollwood Investment Advisory, LLC | 7,385 | $1.45M | 0.16% | +7,385 | New |
| Vontobel Holding Ltd. | 7,420 | $1.46M | 0.00% | +773+11.6% | Added |
| Waterloo Capital, L.P. | 7,455 | $1.47M | 0.18% | +224+3.1% | Added |
| Principal Securities, Inc. | 7,465 | $1.47M | 0.04% | +279+3.9% | Added |
| Hartford Investment Management Co | 7,589 | $1.50M | 0.05% | −30−0.4% | Reduced |
| Henshaw Capital LLC | 7,625 | $1.50M | 0.07% | −3,702−32.7% | Reduced |
| Linden Thomas Advisory Services, LLC | 7,650 | $1.51M | 0.23% | +961+14.4% | Added |
| Apollon Wealth Management, LLC | 7,750 | $1.53M | 0.05% | +1,222+18.7% | Added |
| Illinois Municipal Retirement Fund | 7,761 | $1.53M | 0.02% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 7,772 | $1.53M | 0.32% | −1,015−11.6% | Reduced |
| Lee Financial Co | 7,800 | $1.54M | 0.25% | −377−4.6% | Reduced |
| Allen Capital Group, LLC | 7,870 | $1.55M | 0.22% | +218+2.8% | Added |
| Sentry LLC | 7,948 | $1.57M | 0.29% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 7,979 | $1.59M | 0.01% | −11,731−59.5% | Reduced |
| Hilton Capital Management, LLC | 8,137 | $1.60M | 0.14% | +250+3.2% | Added |
| MBB Public Markets I LLC | 8,209 | $1.62M | 0.03% | +6,878+516.8% | Added |
| Park Avenue Securities LLC | 8,243 | $1.62M | 0.02% | +124+1.5% | Added |
| Cresset Asset Management, LLC | 8,334 | $1.65M | 0.01% | +903+12.2% | Added |
| Concurrent Investment Advisors, LLC | 8,413 | $1.66M | 0.05% | +308+3.8% | Added |
| EP Wealth Advisors, LLC | 8,562 | $1.69M | 0.02% | −811−8.7% | Reduced |
| Silvercrest Asset Management Group LLC | 8,581 | $1.69M | 0.01% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 8,615 | $1.70M | 0.17% | +1,555+22.0% | Added |
| Buckhead Capital Management LLC | 8,693 | $1.71M | 0.58% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 8,730 | $1.72M | 0.04% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 8,906 | $1.75M | 0.05% | −38−0.4% | Reduced |
| JustInvest LLC | 8,929 | $1.76M | 0.03% | +2,219+33.1% | Added |
| SYSTM Wealth Solutions LLC | 8,922 | $1.76M | 0.39% | −5,506−38.2% | Reduced |
| PGGM Investments | 9,021 | $1.78M | 0.03% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 9,048 | $1.78M | 0.03% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 9,111 | $1.79M | 0.04% | +9,111 | New |
| Siemens Fonds Invest GmbH | 9,172 | $1.81M | 0.14% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 9,254 | $1.82M | 0.46% | −110−1.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 9,344 | $1.84M | 0.02% | −250−2.6% | Reduced |
| Leavell Investment Management, Inc. | 9,520 | $1.88M | 0.10% | −375−3.8% | Reduced |
| Legacy Advisors, LLC | 9,611 | $1.90M | 0.23% | +899+10.3% | Added |
| Kestra Advisory Services, LLC | 9,682 | $1.91M | 0.01% | +1,353+16.2% | Added |
| UniSuper Management Pty Ltd | 9,792 | $1.93M | 0.02% | +3,762+62.4% | Added |
| Gulf International Bank (UK) Ltd | 9,861 | $1.94M | 0.05% | +128+1.3% | Added |
| Wealthfront Advisers LLC | 10,006 | $1.97M | 0.01% | −412−4.0% | Reduced |
| Greenleaf Trust | 10,041 | $1.98M | 0.02% | −38−0.4% | Reduced |
| Metis Global Partners, LLC | 10,145 | $2.00M | 0.07% | +3,305+48.3% | Added |
| Oregon Public Employees Retirement Fund | 10,155 | $2.00M | 0.04% | +50+0.5% | Added |
| Lantz Financial LLC | 10,156 | $2.00M | 0.62% | −9−0.1% | Reduced |
| Pinnacle Associates Ltd | 10,166 | $2.00M | 0.03% | +408+4.2% | Added |
| Rafferty Asset Management, LLC | 10,187 | $2.01M | 0.01% | +390+4.0% | Added |
| Wimmer Associates 1, LLC | 10,321 | $2.03M | 1.04% | −30−0.3% | Reduced |
| First Citizens Bank & Trust Co | 10,331 | $2.04M | 0.04% | +90+0.9% | Added |
| Regions Financial Corp | 10,383 | $2.05M | 0.02% | −213−2.0% | Reduced |
| Occudo Quantitative Strategies LP | 10,383 | $2.05M | 0.36% | +10,383 | New |
| Mraz, Amerine & Associates, Inc. | 10,427 | $2.05M | 0.42% | −616−5.6% | Reduced |
| Quantinno Capital Management LP | 10,479 | $2.06M | 0.04% | +1,159+12.4% | Added |
| Roundview Capital LLC | 10,517 | $2.07M | 0.16% | +35+0.3% | Added |
| Donoghue Forlines LLC | 10,638 | $2.10M | 0.60% | −232−2.1% | Reduced |
| Toroso Investments, LLC | 10,646 | $2.10M | 0.03% | −7,061−39.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,672 | $2.10M | 0.02% | −39−0.4% | Reduced |
| Guardian Wealth Advisors, LLC | 10,709 | $2.11M | 0.25% | +219+2.1% | Added |
| Elo Mutual Pension Insurance Co | 10,804 | $2.13M | 0.05% | +54+0.5% | Added |
| Coldstream Capital Management Inc | 10,905 | $2.15M | 0.05% | +392+3.7% | Added |
| MAI Capital Management | 10,938 | $2.15M | 0.02% | +1,317+13.7% | Added |
| Tilia Fiduciary Partners, Inc. | 11,024 | $2.17M | 1.70% | +695+6.7% | Added |
| Allianz Asset Management GmbH | 11,242 | $2.21M | 0.00% | −2,031−15.3% | Reduced |
| Cynosure Management, LLC | 11,389 | $2.24M | 0.36% | +9,790+612.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,607 | $2.29M | 0.03% | +351+3.1% | Added |
| Avantax Advisory Services, Inc. | 11,673 | $2.30M | 0.02% | +6,323+118.2% | Added |
| Strengthening Families & Communities, LLC | 11,762 | $2.32M | 0.66% | +344+3.0% | Added |
| SRN Advisors, LLC | 11,924 | $2.35M | 1.95% | +630+5.6% | Added |
| Transcend Wealth Collective, LLC | 11,959 | $2.36M | 0.17% | +1,206+11.2% | Added |