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 |
|---|---|---|---|---|---|
| Morningstar Investment Services LLC | 91,864 | $18.3M | 0.20% | −1,141−1.2% | Reduced |
| Achmea Investment Management B.V. | 92,874 | $18.3M | 0.33% | +3,341+3.7% | Added |
| Nicholas Company, Inc. | 92,830 | $18.3M | 0.30% | −55−0.1% | Reduced |
| Boston Private Wealth LLC | 86,978 | $17.1M | 0.42% | −3,132−3.5% | Reduced |
| Nordea Investment Management AB | 84,526 | $16.8M | 0.02% | −495−0.6% | Reduced |
| Congress Asset Management Co | 84,746 | $16.7M | 0.12% | −917−1.1% | Reduced |
| Alta Capital Management LLC | 83,569 | $16.5M | 1.04% | −5,596−6.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 80,336 | $15.8M | 0.03% | −216,631−72.9% | Reduced |
| Walter Public Investments Inc. | 77,842 | $15.3M | 2.93% | −112−0.1% | Reduced |
| Kelly Lawrence W & Associates Inc | 75,994 | $15.0M | 3.41% | −313−0.4% | Reduced |
| Douglas Lane & Associates, LLC | 75,815 | $14.9M | 0.21% | −23,617−23.8% | Reduced |
| Prudential Financial Inc | 75,526 | $14.9M | 0.02% | −8,665−10.3% | Reduced |
| Congress Wealth Management LLC | 74,168 | $14.6M | 0.23% | −246−0.3% | Reduced |
| FMR LLC | 73,117 | $14.4M | 0.00% | +1,287+1.8% | Added |
| Manufacturers Life Insurance Company, The | 71,573 | $14.1M | 0.01% | +524+0.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 69,985 | $13.8M | 0.03% | +113+0.2% | Added |
| First National Bank of Omaha | 66,996 | $13.2M | 0.87% | +4,111+6.5% | Added |
| Worldquant Millennium Advisors LLC | 66,184 | $13.0M | 0.12% | +66,184 | New |
| Teacher Retirement System of Texas | 65,954 | $13.0M | 0.07% | −15,804−19.3% | Reduced |
| AQR Capital Management LLC | 65,706 | $12.9M | 0.02% | +8,527+14.9% | Added |
| Danske Bank A/S | 65,365 | $12.9M | 0.05% | −8,146−11.1% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 64,528 | $12.7M | 0.04% | −692−1.1% | Reduced |
| Advisors Asset Management, Inc. | 64,051 | $12.6M | 0.25% | +1,276+2.0% | Added |
| Candriam Luxembourg S.C.A. | 63,962 | $12.6M | 0.08% | −28,795−31.0% | Reduced |
| State of Wisconsin Investment Board | 63,739 | $12.6M | 0.03% | −9,324−12.8% | Reduced |
| Credit Agricole S A | 63,671 | $12.5M | 0.08% | +23,421+58.2% | Added |
| Crossmark Global Holdings, Inc. | 63,660 | $12.5M | 0.24% | −5,811−8.4% | Reduced |
| Public Employees Retirement System of Ohio | 62,848 | $12.4M | 0.05% | −1,505−2.3% | Reduced |
| McRae Capital Management Inc | 62,574 | $12.3M | 2.81% | +100+0.2% | Added |
| Washington Trust Co | 62,082 | $12.2M | 0.45% | −1,844−2.9% | Reduced |
| 1623 Capital LLC | 61,600 | $12.1M | 7.19% | +200+0.3% | Added |
| Pictet Asset Management Holding SA | 59,241 | $11.7M | 0.01% | −398−0.7% | Reduced |
| Running Oak Capital LLC | 58,620 | $11.5M | 1.79% | +2,432+4.3% | Added |
| Russell Investments Group, Ltd. | 57,593 | $11.4M | 0.02% | −240−0.4% | Reduced |
| DekaBank Deutsche Girozentrale | 56,347 | $11.2M | 0.02% | +853+1.5% | Added |
| Forsta Ap-Fonden | 56,400 | $11.1M | 0.10% | −8,300−12.8% | Reduced |
| FineMark National Bank & Trust | 55,850 | $11.0M | 0.41% | +1,274+2.3% | Added |
| ProShare Advisors LLC | 54,956 | $10.8M | 0.03% | +569+1.0% | Added |
| Prudential PLC | 54,204 | $10.7M | 0.07% | +9,200+20.4% | Added |
| Truist Financial Corp | 52,937 | $10.4M | 0.02% | −3,368−6.0% | Reduced |
| US Bancorp | 52,885 | $10.4M | 0.01% | −91−0.2% | Reduced |
| Royal London Asset Management Ltd | 52,749 | $10.4M | 0.03% | −522−1.0% | Reduced |
| Treasurer of the State of North Carolina | 52,400 | $10.3M | 0.04% | −1,422−2.6% | Reduced |
| Federated Hermes, Inc. | 52,129 | $10.3M | 0.02% | −1,486−2.8% | Reduced |
| Alley Investment Management Company, LLC | 51,406 | $10.1M | 1.38% | +246+0.5% | Added |
| Ensign Peak Advisors, Inc | 50,631 | $9.97M | 0.02% | −2,905−5.4% | Reduced |
| Swiss Life Asset Management Ltd | 50,580 | $9.96M | 0.12% | +21,220+72.3% | Added |
| Aptus Capital Advisors, LLC | 49,560 | $9.76M | 0.19% | +311+0.6% | Added |
| The PNC Financial Services Group, Inc. | 49,444 | $9.74M | 0.01% | −2,542−4.9% | Reduced |
| Diamond Hill Capital Management Inc | 49,137 | $9.68M | 0.04% | +115+0.2% | Added |
| Vision Capital Management, Inc. | 48,867 | $9.63M | 1.43% | −294−0.6% | Reduced |
| Toronto Dominion Bank | 48,697 | $9.59M | 0.02% | −22,396−31.5% | Reduced |
| Southernsun Asset Management, LLC | 48,142 | $9.48M | 1.14% | −516−1.1% | Reduced |
| Victory Capital Management Inc | 47,865 | $9.43M | 0.01% | −798−1.6% | Reduced |
| Commerce Bank | 47,223 | $9.30M | 0.06% | −632−1.3% | Reduced |
| Addenda Capital Inc. | 46,361 | $9.16M | 0.36% | +6,625+16.7% | Added |
| Korea Investment CORP | 46,487 | $9.16M | 0.02% | −9,227−16.6% | Reduced |
| Comerica Bank | 46,353 | $9.13M | 0.04% | +556+1.2% | Added |
| Mn Services Vermogensbeheer B.V. | 46,230 | $9.11M | 0.07% | −1,400−2.9% | Reduced |
| CI Private Wealth, LLC | 45,913 | $9.05M | 0.02% | +2,491+5.7% | Added |
| Motley Fool Asset Management LLC | 45,937 | $9.03M | 0.60% | −1,904−4.0% | Reduced |
| Asset Management One Co.,Ltd. | 45,753 | $9.01M | 0.03% | −4,992−9.8% | Reduced |
| Cyrus J. Lawrence, LLC | 45,433 | $8.95M | 1.86% | +83+0.2% | Added |
| National Bank of Canada | 45,182 | $8.88M | 0.01% | +5,792+14.7% | Added |
| Schroder Investment Management Group | 44,475 | $8.76M | 0.01% | −33,211−42.8% | Reduced |
| Mattern Capital Management, LLC | 44,364 | $8.74M | 1.21% | −182−0.4% | Reduced |
| Capital Group Private Client Services, Inc. | 44,312 | $8.73M | 0.09% | −634−1.4% | Reduced |
| Bell Asset Management Ltd | 44,258 | $8.72M | 1.22% | +4,564+11.5% | Added |
| D. E. Shaw & Co., Inc. | 42,634 | $8.40M | 0.01% | −8,143−16.0% | Reduced |
| State of New Jersey Common Pension Fund D | 42,001 | $8.27M | 0.04% | −21,606−34.0% | Reduced |
| Nisa Investment Advisors, LLC | 41,312 | $8.17M | 0.05% | +120.0% | Added |
| Meeder Asset Management Inc | 41,407 | $8.16M | 0.57% | +35,658+620.2% | Added |
| Santa Monica Partners LP | 40,793 | $8.04M | 5.40% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 40,509 | $7.99M | 0.05% | −2,180−5.1% | Reduced |
| STRS Ohio | 40,500 | $7.98M | 0.03% | +4,314+11.9% | Added |
| Marks Group Wealth Management, Inc | 40,495 | $7.98M | 0.84% | −1,095−2.6% | Reduced |
| GHP Investment Advisors, Inc. | 40,038 | $7.89M | 0.39% | +1,787+4.7% | Added |
| Transform Wealth, LLC | 39,734 | $7.86M | 0.59% | +636+1.6% | Added |
| McCollum Christoferson Group LLC | 39,316 | $7.75M | 2.30% | −1,265−3.1% | Reduced |
| Sienna Gestion | 38,673 | $7.62M | 0.68% | 00.0% | Unchanged |
| Jane Street Group, LLC | 38,457 | $7.58M | 0.01% | +31,802+477.9% | Added |
| MML Investors Services, LLC | 37,702 | $7.43M | 0.03% | −58−0.2% | Reduced |
| Core Alternative Capital | 37,642 | $7.42M | 1.48% | −5,263−12.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 37,394 | $7.37M | 0.01% | −17,970−32.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 36,504 | $7.19M | 0.02% | +6,690+22.4% | Added |
| MetLife Investment Management | 36,458 | $7.18M | 0.04% | +4,846+15.3% | Added |
| AXA S.A. | 36,432 | $7.18M | 0.02% | +737+2.1% | Added |
| Federation des caisses Desjardins du Quebec | 36,294 | $7.15M | 0.04% | −19,220−34.6% | Reduced |
| O'Brien Greene & Co. Inc | 35,202 | $6.93M | 2.20% | +1,635+4.9% | Added |
| Crown Oak Advisors, LLC | 34,953 | $6.89M | 3.89% | +30+0.1% | Added |
| Captrust Financial Advisors | 34,574 | $6.81M | 0.02% | +4,798+16.1% | Added |
| American Money Management, LLC | 34,165 | $6.73M | 1.44% | −1,353−3.8% | Reduced |
| Voloridge Investment Management, LLC | 34,091 | $6.72M | 0.02% | +34,091 | New |
| Zevenbergen Capital Investments LLC | 33,940 | $6.69M | 0.14% | −6,060−15.2% | Reduced |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 33,842 | $6.67M | 0.08% | +33,842 | New |
| Boston Trust Walden Corp | 33,798 | $6.66M | 0.05% | +165+0.5% | Added |
| Adage Capital Partners GP, L.L.C. | 33,400 | $6.58M | 0.01% | −47,100−58.5% | Reduced |
| Nomura Asset Management Co Ltd | 33,218 | $6.54M | 0.02% | +1,728+5.5% | Added |
| Northstar Group, Inc. | 32,906 | $6.48M | 1.23% | +655+2.0% | Added |
| State of Michigan Retirement System | 32,360 | $6.37M | 0.03% | +100+0.3% | Added |