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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
Capital International Inc25,888$5.10M0.07%+2,294+9.7%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys25,958$5.11M0.03%+104+0.4%Added
Retirement Systems of Alabama26,070$5.14M0.02%+76+0.3%Added
Cullen/Frost Bankers, Inc.26,071$5.14M0.07%−151−0.6%Reduced
M&T Bank Corp26,279$5.18M0.02%+4,629+21.4%Added
Logan Capital Management Inc26,348$5.19M0.22%−803−3.0%Reduced
Brown Advisory Inc26,868$5.29M0.01%−681−2.5%Reduced
Intech Investment Management LLC26,932$5.31M0.07%+14,721+120.6%Added
Kestra Private Wealth Services, LLC27,007$5.32M0.11%+41+0.2%Added
Atria Investments LLC27,028$5.32M0.07%+1,954+7.8%Added
KBC Group NV27,902$5.50M0.02%−296−1.0%Reduced
Holocene Advisors, LP28,264$5.57M0.02%+28,264New
Susquehanna International Group, LLP28,376$5.59M0.01%+1,796+6.8%Added
Aureus Asset Management, LLC28,575$5.63M0.39%+45+0.2%Added
AdvisorShares Investments LLC28,762$5.65M0.98%+1,972+7.4%Added
Brady Family Wealth, LLC29,056$5.72M1.85%+152+0.5%Added
IFM Investors Pty Ltd29,125$5.74M0.06%+4,074+16.3%Added
State of Tennessee, Treasury Department29,140$5.74M0.02%−7,521−20.5%Reduced
Commonwealth Equity Services, LLC29,604$5.83M0.01%−2,375−7.4%Reduced
Blair William & Co29,931$5.90M0.02%−1,616−5.1%Reduced
Great Lakes Advisors, LLC30,214$5.95M0.05%+1,121+3.9%Added
Fifth Third Bancorp30,283$5.97M0.02%+43+0.1%Added
Susquehanna Fundamental Investments, LLC30,887$6.08M0.14%+24,157+358.9%Added
Palmer Knight Co30,900$6.09M2.91%+179+0.6%Added
Rockefeller Capital Management L.P.31,000$6.11M0.02%+19,024+158.9%Added
Handelsbanken Fonder AB31,232$6.15M0.03%+6,458+26.1%Added
Advisor Group Holdings, Inc.31,469$6.20M0.01%+3,347+11.9%Added
Sheaff Brock Investment Advisors, LLC31,789$6.26M0.58%−1,380−4.2%Reduced
Corebridge Financial, Inc.32,057$6.32M0.03%+32,057New
Arizona State Retirement System32,352$6.37M0.04%−70.0%Reduced
State of Michigan Retirement System32,360$6.37M0.03%+100+0.3%Added
Northstar Group, Inc.32,906$6.48M1.23%+655+2.0%Added
Nomura Asset Management Co Ltd33,218$6.54M0.02%+1,728+5.5%Added
Adage Capital Partners GP, L.L.C.33,400$6.58M0.01%−47,100−58.5%Reduced
Boston Trust Walden Corp33,798$6.66M0.05%+165+0.5%Added
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)33,842$6.67M0.08%+33,842New
Zevenbergen Capital Investments LLC33,940$6.69M0.14%−6,060−15.2%Reduced
Voloridge Investment Management, LLC34,091$6.72M0.02%+34,091New
American Money Management, LLC34,165$6.73M1.44%−1,353−3.8%Reduced
Captrust Financial Advisors34,574$6.81M0.02%+4,798+16.1%Added
Crown Oak Advisors, LLC34,953$6.89M3.89%+30+0.1%Added
O'Brien Greene & Co. Inc35,202$6.93M2.20%+1,635+4.9%Added
Federation des caisses Desjardins du Quebec36,294$7.15M0.04%−19,220−34.6%Reduced
AXA S.A.36,432$7.18M0.02%+737+2.1%Added
MetLife Investment Management36,458$7.18M0.04%+4,846+15.3%Added
Wealth Enhancement Advisory Services, LLC36,504$7.19M0.02%+6,690+22.4%Added
Raymond James Financial Services Advisors, Inc.37,394$7.37M0.01%−17,970−32.5%Reduced
Core Alternative Capital37,642$7.42M1.48%−5,263−12.3%Reduced
MML Investors Services, LLC37,702$7.43M0.03%−58−0.2%Reduced
Jane Street Group, LLC38,457$7.58M0.01%+31,802+477.9%Added
Sienna Gestion38,673$7.62M0.68%00.0%Unchanged
McCollum Christoferson Group LLC39,316$7.75M2.30%−1,265−3.1%Reduced
Transform Wealth, LLC39,734$7.86M0.59%+636+1.6%Added
GHP Investment Advisors, Inc.40,038$7.89M0.39%+1,787+4.7%Added
Marks Group Wealth Management, Inc40,495$7.98M0.84%−1,095−2.6%Reduced
STRS Ohio40,500$7.98M0.03%+4,314+11.9%Added
Resona Asset Management Co.,Ltd.40,509$7.99M0.05%−2,180−5.1%Reduced
Santa Monica Partners LP40,793$8.04M5.40%00.0%Unchanged
Meeder Asset Management Inc41,407$8.16M0.57%+35,658+620.2%Added
Nisa Investment Advisors, LLC41,312$8.17M0.05%+120.0%Added
State of New Jersey Common Pension Fund D42,001$8.27M0.04%−21,606−34.0%Reduced
D. E. Shaw & Co., Inc.42,634$8.40M0.01%−8,143−16.0%Reduced
Bell Asset Management Ltd44,258$8.72M1.22%+4,564+11.5%Added
Capital Group Private Client Services, Inc.44,312$8.73M0.09%−634−1.4%Reduced
Mattern Capital Management, LLC44,364$8.74M1.21%−182−0.4%Reduced
Schroder Investment Management Group44,475$8.76M0.01%−33,211−42.8%Reduced
National Bank of Canada45,182$8.88M0.01%+5,792+14.7%Added
Cyrus J. Lawrence, LLC45,433$8.95M1.86%+83+0.2%Added
Asset Management One Co.,Ltd.45,753$9.01M0.03%−4,992−9.8%Reduced
Motley Fool Asset Management LLC45,937$9.03M0.60%−1,904−4.0%Reduced
CI Private Wealth, LLC45,913$9.05M0.02%+2,491+5.7%Added
Mn Services Vermogensbeheer B.V.46,230$9.11M0.07%−1,400−2.9%Reduced
Comerica Bank46,353$9.13M0.04%+556+1.2%Added
Korea Investment CORP46,487$9.16M0.02%−9,227−16.6%Reduced
Addenda Capital Inc.46,361$9.16M0.36%+6,625+16.7%Added
Commerce Bank47,223$9.30M0.06%−632−1.3%Reduced
Victory Capital Management Inc47,865$9.43M0.01%−798−1.6%Reduced
Southernsun Asset Management, LLC48,142$9.48M1.14%−516−1.1%Reduced
Toronto Dominion Bank48,697$9.59M0.02%−22,396−31.5%Reduced
Vision Capital Management, Inc.48,867$9.63M1.43%−294−0.6%Reduced
Diamond Hill Capital Management Inc49,137$9.68M0.04%+115+0.2%Added
The PNC Financial Services Group, Inc.49,444$9.74M0.01%−2,542−4.9%Reduced
Aptus Capital Advisors, LLC49,560$9.76M0.19%+311+0.6%Added
Swiss Life Asset Management Ltd50,580$9.96M0.12%+21,220+72.3%Added
Ensign Peak Advisors, Inc50,631$9.97M0.02%−2,905−5.4%Reduced
Alley Investment Management Company, LLC51,406$10.1M1.38%+246+0.5%Added
Federated Hermes, Inc.52,129$10.3M0.02%−1,486−2.8%Reduced
Treasurer of the State of North Carolina52,400$10.3M0.04%−1,422−2.6%Reduced
Royal London Asset Management Ltd52,749$10.4M0.03%−522−1.0%Reduced
US Bancorp52,885$10.4M0.01%−91−0.2%Reduced
Truist Financial Corp52,937$10.4M0.02%−3,368−6.0%Reduced
Prudential PLC54,204$10.7M0.07%+9,200+20.4%Added
ProShare Advisors LLC54,956$10.8M0.03%+569+1.0%Added
FineMark National Bank & Trust55,850$11.0M0.41%+1,274+2.3%Added
Forsta Ap-Fonden56,400$11.1M0.10%−8,300−12.8%Reduced
DekaBank Deutsche Girozentrale56,347$11.2M0.02%+853+1.5%Added
Russell Investments Group, Ltd.57,593$11.4M0.02%−240−0.4%Reduced
Running Oak Capital LLC58,620$11.5M1.79%+2,432+4.3%Added
Pictet Asset Management Holding SA59,241$11.7M0.01%−398−0.7%Reduced
1623 Capital LLC61,600$12.1M7.19%+200+0.3%Added