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 |
|---|---|---|---|---|---|
| Washington Trust Co | 62,082 | $12.2M | 0.45% | −1,844−2.9% | Reduced |
| McRae Capital Management Inc | 62,574 | $12.3M | 2.81% | +100+0.2% | Added |
| Public Employees Retirement System of Ohio | 62,848 | $12.4M | 0.05% | −1,505−2.3% | Reduced |
| Crossmark Global Holdings, Inc. | 63,660 | $12.5M | 0.24% | −5,811−8.4% | Reduced |
| Credit Agricole S A | 63,671 | $12.5M | 0.08% | +23,421+58.2% | Added |
| State of Wisconsin Investment Board | 63,739 | $12.6M | 0.03% | −9,324−12.8% | Reduced |
| Candriam Luxembourg S.C.A. | 63,962 | $12.6M | 0.08% | −28,795−31.0% | Reduced |
| Advisors Asset Management, Inc. | 64,051 | $12.6M | 0.25% | +1,276+2.0% | Added |
| Chevy Chase Trust Holdings, Inc. | 64,528 | $12.7M | 0.04% | −692−1.1% | Reduced |
| Danske Bank A/S | 65,365 | $12.9M | 0.05% | −8,146−11.1% | Reduced |
| AQR Capital Management LLC | 65,706 | $12.9M | 0.02% | +8,527+14.9% | Added |
| Teacher Retirement System of Texas | 65,954 | $13.0M | 0.07% | −15,804−19.3% | Reduced |
| Worldquant Millennium Advisors LLC | 66,184 | $13.0M | 0.12% | +66,184 | New |
| First National Bank of Omaha | 66,996 | $13.2M | 0.87% | +4,111+6.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 69,985 | $13.8M | 0.03% | +113+0.2% | Added |
| Manufacturers Life Insurance Company, The | 71,573 | $14.1M | 0.01% | +524+0.7% | Added |
| FMR LLC | 73,117 | $14.4M | 0.00% | +1,287+1.8% | Added |
| Congress Wealth Management LLC | 74,168 | $14.6M | 0.23% | −246−0.3% | Reduced |
| Prudential Financial Inc | 75,526 | $14.9M | 0.02% | −8,665−10.3% | Reduced |
| Douglas Lane & Associates, LLC | 75,815 | $14.9M | 0.21% | −23,617−23.8% | Reduced |
| Kelly Lawrence W & Associates Inc | 75,994 | $15.0M | 3.41% | −313−0.4% | Reduced |
| Walter Public Investments Inc. | 77,842 | $15.3M | 2.93% | −112−0.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 80,336 | $15.8M | 0.03% | −216,631−72.9% | Reduced |
| Alta Capital Management LLC | 83,569 | $16.5M | 1.04% | −5,596−6.3% | Reduced |
| Congress Asset Management Co | 84,746 | $16.7M | 0.12% | −917−1.1% | Reduced |
| Nordea Investment Management AB | 84,526 | $16.8M | 0.02% | −495−0.6% | Reduced |
| Boston Private Wealth LLC | 86,978 | $17.1M | 0.42% | −3,132−3.5% | Reduced |
| Nicholas Company, Inc. | 92,830 | $18.3M | 0.30% | −55−0.1% | Reduced |
| Achmea Investment Management B.V. | 92,874 | $18.3M | 0.33% | +3,341+3.7% | Added |
| Morningstar Investment Services LLC | 91,864 | $18.3M | 0.20% | −1,141−1.2% | Reduced |
| New York State Common Retirement Fund | 93,929 | $18.5M | 0.02% | +582+0.6% | Added |
| Natixis Advisors, L.P. | 98,817 | $19.5M | 0.04% | +5,857+6.3% | Added |
| New York State Teachers Retirement System | 99,322 | $19.6M | 0.04% | −2,200−2.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 99,679 | $19.6M | 0.05% | +15,756+18.8% | Added |
| BNP Paribas Arbitrage, SA | 100,603 | $19.8M | 0.02% | −1,259−1.2% | Reduced |
| Citigroup Inc | 105,131 | $20.7M | 0.02% | −13,210−11.2% | Reduced |
| Wendell David Associates Inc | 106,098 | $20.9M | 2.13% | +499+0.5% | Added |
| Canada Pension Plan Investment Board | 110,916 | $21.9M | 0.02% | +5,045+4.8% | Added |
| Geneva Capital Management LLC | 111,784 | $22.0M | 0.40% | −9,414−7.8% | Reduced |
| Aviva PLC | 113,583 | $22.4M | 0.06% | +12,147+12.0% | Added |
| Bank of Montreal | 111,043 | $22.4M | 0.01% | +8,360+8.1% | Added |
| Bath Savings Trust Co | 114,277 | $22.5M | 2.39% | +693+0.6% | Added |
| State Board of Administration of Florida Retirement System | 114,678 | $22.6M | 0.04% | −8,415−6.8% | Reduced |
| Motley Fool Wealth Management, LLC | 117,710 | $23.2M | 1.18% | +2,559+2.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 120,396 | $23.7M | 0.08% | −3,503−2.8% | Reduced |
| HighTower Advisors, LLC | 120,584 | $23.9M | 0.04% | +11,867+10.9% | Added |
| Voya Investment Management LLC | 123,825 | $24.4M | 0.02% | +30,016+32.0% | Added |
| Public Employees Retirement Association of Colorado | 132,596 | $26.1M | 0.11% | −233−0.2% | Reduced |
| Dearborn Partners LLC | 135,095 | $26.6M | 1.15% | +47,081+53.5% | Added |
| Millennium Management LLC | 137,489 | $27.1M | 0.02% | −385,428−73.7% | Reduced |
| Man Group plc | 138,006 | $27.2M | 0.07% | −267,098−65.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 138,806 | $27.3M | 0.48% | +1,322+1.0% | Added |
| Andra AP-fonden | 139,100 | $27.4M | 0.46% | +4,900+3.7% | Added |
| Great West Life Assurance Co | 144,436 | $28.5M | 0.05% | +10,010+7.4% | Added |
| Storebrand Asset Management AS | 150,497 | $29.6M | 0.10% | +12,791+9.3% | Added |
| Principal Financial Group Inc | 151,093 | $29.8M | 0.02% | +6,599+4.6% | Added |
| Colony Group, LLC | 160,860 | $31.7M | 0.11% | +97,293+153.1% | Added |
| Ameriprise Financial Inc | 171,760 | $33.8M | 0.01% | +23,897+16.2% | Added |
| National Pension Service | 180,339 | $35.5M | 0.04% | +1,504+0.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 192,173 | $37.9M | 0.40% | +3,997+2.1% | Added |
| Copeland Capital Management, LLC | 192,702 | $38.0M | 0.71% | +937+0.5% | Added |
| California State Teachers Retirement System | 200,064 | $39.4M | 0.05% | +3,409+1.7% | Added |
| Anchor Capital Advisors LLC | 200,081 | $39.4M | 1.11% | −6,210−3.0% | Reduced |
| Premier Fund Managers Ltd | 200,000 | $39.8M | 1.60% | +30,000+17.6% | Added |
| London Co of Virginia | 231,222 | $45.6M | 0.26% | +357+0.2% | Added |
| GW&K Investment Management, LLC | 231,402 | $45.6M | 0.42% | −5,155−2.2% | Reduced |
| Royal Bank of Canada | 231,773 | $45.7M | 0.01% | +77,533+50.3% | Added |
| First Trust Advisors LP | 240,916 | $47.5M | 0.05% | −134,101−35.8% | Reduced |
| TD Asset Management Inc | 253,731 | $50.0M | 0.05% | +10,716+4.4% | Added |
| Rhumbline Advisers | 254,781 | $50.2M | 0.05% | +5,501+2.2% | Added |
| LPL Financial LLC | 260,264 | $51.3M | 0.03% | +5,428+2.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 262,725 | $51.8M | 0.04% | −18,428−6.6% | Reduced |
| UBS Group AG | 263,293 | $51.9M | 0.02% | −27,291−9.4% | Reduced |
| Pinebridge Investments, L.P. | 265,738 | $52.4M | 0.42% | +70,179+35.9% | Added |
| HSBC Holdings PLC | 266,272 | $52.5M | 0.03% | +1,013+0.4% | Added |
| King Luther Capital Management Corp | 268,915 | $53.0M | 0.24% | −11,424−4.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 274,298 | $57.5M | 0.53% | −804−0.3% | Reduced |
| Fenimore Asset Management Inc | 299,355 | $59.0M | 1.29% | +1,380+0.5% | Added |
| Schwartz Investment Counsel Inc | 334,350 | $65.9M | 2.44% | −35,000−9.5% | Reduced |
| Deutsche Bank AG | 335,857 | $66.2M | 0.03% | +3,503+1.1% | Added |
| Swiss National Bank | 348,700 | $68.7M | 0.05% | −3,600−1.0% | Reduced |
| Earnest Partners LLC | 362,779 | $71.5M | 0.33% | −1,416−0.4% | Reduced |
| Mackenzie Financial Corp | 383,765 | $75.6M | 0.11% | +1,997+0.5% | Added |
| Boston Financial Mangement LLC | 393,249 | $77.5M | 2.47% | +1,937+0.5% | Added |
| Raymond James & Associates | 404,049 | $79.6M | 0.05% | +5,256+1.3% | Added |
| Rathbone Brothers plc | 439,525 | $86.6M | 0.47% | −1510.0% | Reduced |
| Ensemble Capital Management, LLC | 444,744 | $87.6M | 6.82% | +59,528+15.5% | Added |
| Norges Bank | 447,228 | $88.1M | 0.01% | +7,036+1.6% | Added |
| CIBC Private Wealth Group, LLC | 455,081 | $91.8M | 0.17% | −8,119−1.8% | Reduced |
| Alliancebernstein L.P. | 472,618 | $93.1M | 0.03% | +342+0.1% | Added |
| Amundi | 481,945 | $96.1M | 0.04% | −17,219−3.4% | Reduced |
| Nuveen Asset Management, LLC | 501,993 | $99.0M | 0.03% | +103,242+25.9% | Added |
| Standard Life Aberdeen plc | 508,214 | $100.1M | 0.19% | +415,917+450.6% | Added |
| Parnassus Investments | 508,367 | $100.1M | 0.22% | −33,913−6.3% | Reduced |
| Ninety One UK Ltd | 524,260 | $103.3M | 0.29% | −16,716−3.1% | Reduced |
| California Public Employees Retirement System | 586,227 | $115.5M | 0.08% | −123,984−17.5% | Reduced |
| Baird Financial Group, Inc. | 614,871 | $121.1M | 0.25% | −36,985−5.7% | Reduced |
| Confluence Investment Management LLC | 653,033 | $128.6M | 1.86% | −50,049−7.1% | Reduced |
| Envestnet Asset Management Inc | 657,562 | $129.5M | 0.05% | −5,782−0.9% | Reduced |
| Charles Schwab Investment Management Inc | 662,622 | $130.5M | 0.02% | +16,639+2.6% | Added |