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 |
|---|---|---|---|---|---|
| Second Line Capital, LLC | 11,945 | $2.36M | 0.72% | +665+5.9% | Added |
| Bleakley Financial Group, LLC | 12,003 | $2.36M | 0.07% | −85−0.7% | Reduced |
| Schechter Investment Advisors, LLC | 12,012 | $2.37M | 0.18% | −288−2.3% | Reduced |
| Dean Investment Associates, LLC | 12,081 | $2.38M | 0.34% | +2,051+20.4% | Added |
| Mercer Global Advisors Inc | 11,383 | $2.38M | 0.01% | −93−0.8% | Reduced |
| Kinneret Advisory, LLC | 12,291 | $2.42M | 0.23% | +9,720+378.1% | Added |
| Whittier Trust Co | 12,466 | $2.46M | 0.03% | +70+0.6% | Added |
| TrimTabs Asset Management, LLC | 12,539 | $2.47M | 0.61% | +3,772+43.0% | Added |
| Oppenheimer Asset Management Inc. | 12,698 | $2.50M | 0.03% | +2,235+21.4% | Added |
| Steward Partners Investment Advisory, LLC | 12,858 | $2.53M | 0.03% | −891−6.5% | Reduced |
| Kensington Investment Counsel, LLC | 12,872 | $2.54M | 1.12% | +576+4.7% | Added |
| R.m.sincerbeaux Capital Management LLC | 12,900 | $2.54M | 1.67% | 00.0% | Unchanged |
| Mount Lucas Management LP | 13,074 | $2.58M | 0.91% | −75−0.6% | Reduced |
| Castellan Group, LLC | 13,098 | $2.58M | 1.23% | +495+3.9% | Added |
| Engineers Gate Manager LP | 13,110 | $2.58M | 0.06% | +11,477+702.8% | Added |
| CenterBook Partners LP | 13,217 | $2.60M | 0.16% | +599+4.7% | Added |
| HBK Sorce Advisory LLC | 13,247 | $2.61M | 0.09% | +273+2.1% | Added |
| Modern Wealth Management, LLC | 13,486 | $2.66M | 0.20% | +40.0% | Added |
| Appleton Partners Inc | 13,665 | $2.69M | 0.21% | +335+2.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 13,809 | $2.72M | 0.01% | +156+1.1% | Added |
| Nissay Asset Management Corp | 13,815 | $2.72M | 0.02% | +339+2.5% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 13,861 | $2.73M | 0.13% | +2,861+26.0% | Added |
| Cerity Partners LLC | 13,863 | $2.73M | 0.01% | −6,286−31.2% | Reduced |
| Peak Financial Advisors LLC | 14,018 | $2.76M | 1.58% | +232+1.7% | Added |
| Sanctuary Advisors, LLC | 14,337 | $2.78M | 0.02% | +14,337 | New |
| Janney Montgomery Scott LLC | 14,205 | $2.80M | 0.01% | +161+1.1% | Added |
| First National Trust Co | 14,364 | $2.83M | 0.12% | +20.0% | Added |
| First National Advisers, LLC | 14,804 | $2.92M | 0.53% | +888+6.4% | Added |
| Advisory Services Network, LLC | 14,871 | $2.93M | 0.06% | −1,162−7.2% | Reduced |
| Mutual of America Capital Management LLC | 14,908 | $2.94M | 0.03% | −539−3.5% | Reduced |
| Neuberger Berman Group LLC | 14,947 | $2.94M | 0.00% | −9,048−37.7% | Reduced |
| PDT Partners, LLC | 15,175 | $2.99M | 0.28% | −7,228−32.3% | Reduced |
| CIBC World Markets Corp | 15,199 | $2.99M | 0.02% | +3,388+28.7% | Added |
| La Banque Postale Asset Management SA | 15,597 | $3.07M | 0.13% | −4,629−22.9% | Reduced |
| Investment Management Corp of Ontario | 15,827 | $3.12M | 0.08% | +13,898+720.5% | Added |
| ING Groep NV | 15,903 | $3.13M | 0.02% | −47,235−74.8% | Reduced |
| Simplicity Wealth,LLC | 15,995 | $3.15M | 0.07% | +98+0.6% | Added |
| CIBC Asset Management Inc | 16,083 | $3.17M | 0.01% | −861−5.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 16,123 | $3.18M | 0.03% | +2,948+22.4% | Added |
| Princeton Global Asset Management LLC | 16,302 | $3.21M | 0.71% | +530+3.4% | Added |
| Brinker Capital Investments, LLC | 16,848 | $3.32M | 0.04% | −41−0.2% | Reduced |
| Orion Portfolio Solutions, LLC | 16,848 | $3.32M | 0.04% | −41−0.2% | Reduced |
| State of Alaska, Department of Revenue | 16,856 | $3.32M | 0.04% | +4,055+31.7% | Added |
| GWM Advisors LLC | 16,877 | $3.32M | 0.02% | −2,382−12.4% | Reduced |
| Stratos Wealth Partners, LTD. | 16,905 | $3.33M | 0.05% | −145−0.9% | Reduced |
| Sugarloaf Wealth Management, LLC | 16,968 | $3.34M | 0.68% | +202+1.2% | Added |
| Daiwa Securities Group Inc. | 16,982 | $3.35M | 0.02% | −942−5.3% | Reduced |
| Occidental Asset Management, LLC | 17,191 | $3.39M | 0.59% | +862+5.3% | Added |
| 1832 Asset Management L.P. | 17,251 | $3.40M | 0.01% | −1,494−8.0% | Reduced |
| Intrust Bank NA | 17,261 | $3.40M | 0.36% | −236−1.3% | Reduced |
| Long Road Investment Counsel, LLC | 17,300 | $3.41M | 1.48% | +100+0.6% | Added |
| New York Life Investment Management LLC | 17,786 | $3.50M | 0.04% | −58−0.3% | Reduced |
| Garrison Asset Management, LLC | 17,943 | $3.53M | 1.86% | +50+0.3% | Added |
| Bank of Nova Scotia | 17,988 | $3.54M | 0.01% | +3,235+21.9% | Added |
| Flputnam Investment Management Co | 18,238 | $3.59M | 0.07% | −2,203−10.8% | Reduced |
| Tredje AP-fonden | 18,412 | $3.63M | 0.04% | −289−1.5% | Reduced |
| Westpac Banking Corp | 18,441 | $3.63M | 0.29% | 00.0% | Unchanged |
| Van Eck Associates Corp | 18,888 | $3.72M | 0.01% | +18,888 | New |
| Utah Retirement Systems | 19,291 | $3.80M | 0.05% | −1,000−4.9% | Reduced |
| Middleton & Co Inc | 19,370 | $3.82M | 0.44% | −690−3.4% | Reduced |
| Yousif Capital Management, LLC | 19,966 | $3.93M | 0.04% | +1,167+6.2% | Added |
| SG Americas Securities, LLC | 19,994 | $3.94M | 0.02% | −34,436−63.3% | Reduced |
| BDF-Gestion | 20,069 | $3.95M | 0.38% | +20,069 | New |
| Griffin Asset Management, Inc. | 20,114 | $3.96M | 0.46% | +650+3.3% | Added |
| WBI Investments | 20,275 | $3.99M | 0.97% | +9,447+87.2% | Added |
| Security National Bank | 20,287 | $4.00M | 0.58% | +160+0.8% | Added |
| Burney Co | 20,330 | $4.01M | 0.15% | −113−0.6% | Reduced |
| Pathstone Holdings, LLC | 20,704 | $4.08M | 0.02% | +239+1.2% | Added |
| First Hawaiian Bank | 20,729 | $4.08M | 0.14% | +1,381+7.1% | Added |
| WSFS Capital Management, LLC | 21,457 | $4.23M | 0.23% | +1,459+7.3% | Added |
| Patton Fund Management, Inc. | 21,782 | $4.29M | 0.91% | −4,269−16.4% | Reduced |
| Parsons Capital Management Inc | 21,940 | $4.32M | 0.29% | −329−1.5% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 22,245 | $4.38M | 0.18% | 00.0% | Unchanged |
| Czech National Bank | 22,520 | $4.44M | 0.05% | +1,801+8.7% | Added |
| Level Four Advisory Services, LLC | 22,554 | $4.44M | 0.20% | +22,554 | New |
| British Columbia Investment Management Corp | 22,556 | $4.44M | 0.03% | +8,551+61.1% | Added |
| Integrated Wealth Concepts LLC | 22,569 | $4.45M | 0.06% | +5,629+33.2% | Added |
| Creative Planning | 22,739 | $4.48M | 0.00% | −57−0.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 22,786 | $4.49M | 0.01% | +22,786 | New |
| Independent Advisor Alliance | 22,835 | $4.50M | 0.15% | −5,803−20.3% | Reduced |
| Hamilton Point Investment Advisors, LLC | 22,921 | $4.53M | 0.88% | +399+1.8% | Added |
| Pacer Advisors, Inc. | 23,029 | $4.54M | 0.01% | +366+1.6% | Added |
| Institutional & Family Asset Management, LLC | 23,160 | $4.56M | 0.70% | −606−2.5% | Reduced |
| Ethic Inc. | 23,443 | $4.62M | 0.11% | +598+2.6% | Added |
| USS Investment Management Ltd | 23,577 | $4.65M | 0.04% | +633+2.8% | Added |
| TownSquare Capital, LLC | 23,721 | $4.67M | 0.06% | +1,893+8.7% | Added |
| SEI Investments Co | 24,102 | $4.75M | 0.01% | +4,465+22.7% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 24,127 | $4.75M | 0.02% | +300+1.3% | Added |
| Brasada Capital Management, LP | 23,432 | $4.77M | 0.84% | −31−0.1% | Reduced |
| American Century Companies Inc | 24,232 | $4.77M | 0.00% | +1,184+5.1% | Added |
| Swedbank AB | 24,420 | $4.81M | 0.01% | +252+1.0% | Added |
| Suncoast Equity Management | 24,580 | $4.84M | 0.54% | +1,514+6.6% | Added |
| Axxcess Wealth Management, LLC | 24,661 | $4.86M | 0.13% | +1,533+6.6% | Added |
| Mariner, LLC | 24,667 | $4.86M | 0.01% | +1,906+8.4% | Added |
| Brown Capital Management LLC | 24,853 | $4.90M | 0.10% | −295−1.2% | Reduced |
| DnB Asset Management AS | 24,927 | $4.91M | 0.02% | +1,791+7.7% | Added |
| Cetera Investment Advisers | 25,247 | $4.97M | 0.01% | −1,823−6.7% | Reduced |
| Amalgamated Bank | 25,266 | $4.98M | 0.04% | −125−0.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 25,565 | $5.04M | 0.02% | −2,579−9.2% | Reduced |
| Xponance, Inc. | 25,853 | $5.09M | 0.05% | +1,054+4.3% | Added |