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 |
|---|---|---|---|---|---|
| Arizona State Retirement System | 32,352 | $6.37M | 0.04% | −70.0% | Reduced |
| Corebridge Financial, Inc. | 32,057 | $6.32M | 0.03% | +32,057 | New |
| Sheaff Brock Investment Advisors, LLC | 31,789 | $6.26M | 0.58% | −1,380−4.2% | Reduced |
| Advisor Group Holdings, Inc. | 31,469 | $6.20M | 0.01% | +3,347+11.9% | Added |
| Handelsbanken Fonder AB | 31,232 | $6.15M | 0.03% | +6,458+26.1% | Added |
| Rockefeller Capital Management L.P. | 31,000 | $6.11M | 0.02% | +19,024+158.9% | Added |
| Palmer Knight Co | 30,900 | $6.09M | 2.91% | +179+0.6% | Added |
| Susquehanna Fundamental Investments, LLC | 30,887 | $6.08M | 0.14% | +24,157+358.9% | Added |
| Fifth Third Bancorp | 30,283 | $5.97M | 0.02% | +43+0.1% | Added |
| Great Lakes Advisors, LLC | 30,214 | $5.95M | 0.05% | +1,121+3.9% | Added |
| Blair William & Co | 29,931 | $5.90M | 0.02% | −1,616−5.1% | Reduced |
| Commonwealth Equity Services, LLC | 29,604 | $5.83M | 0.01% | −2,375−7.4% | Reduced |
| State of Tennessee, Treasury Department | 29,140 | $5.74M | 0.02% | −7,521−20.5% | Reduced |
| IFM Investors Pty Ltd | 29,125 | $5.74M | 0.06% | +4,074+16.3% | Added |
| Brady Family Wealth, LLC | 29,056 | $5.72M | 1.85% | +152+0.5% | Added |
| AdvisorShares Investments LLC | 28,762 | $5.65M | 0.98% | +1,972+7.4% | Added |
| Aureus Asset Management, LLC | 28,575 | $5.63M | 0.39% | +45+0.2% | Added |
| Susquehanna International Group, LLP | 28,376 | $5.59M | 0.01% | +1,796+6.8% | Added |
| Holocene Advisors, LP | 28,264 | $5.57M | 0.02% | +28,264 | New |
| KBC Group NV | 27,902 | $5.50M | 0.02% | −296−1.0% | Reduced |
| Atria Investments LLC | 27,028 | $5.32M | 0.07% | +1,954+7.8% | Added |
| Kestra Private Wealth Services, LLC | 27,007 | $5.32M | 0.11% | +41+0.2% | Added |
| Intech Investment Management LLC | 26,932 | $5.31M | 0.07% | +14,721+120.6% | Added |
| Brown Advisory Inc | 26,868 | $5.29M | 0.01% | −681−2.5% | Reduced |
| Logan Capital Management Inc | 26,348 | $5.19M | 0.22% | −803−3.0% | Reduced |
| M&T Bank Corp | 26,279 | $5.18M | 0.02% | +4,629+21.4% | Added |
| Cullen/Frost Bankers, Inc. | 26,071 | $5.14M | 0.07% | −151−0.6% | Reduced |
| Retirement Systems of Alabama | 26,070 | $5.14M | 0.02% | +76+0.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 25,958 | $5.11M | 0.03% | +104+0.4% | Added |
| Capital International Inc | 25,888 | $5.10M | 0.07% | +2,294+9.7% | Added |
| Xponance, Inc. | 25,853 | $5.09M | 0.05% | +1,054+4.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 25,565 | $5.04M | 0.02% | −2,579−9.2% | Reduced |
| Amalgamated Bank | 25,266 | $4.98M | 0.04% | −125−0.5% | Reduced |
| Cetera Investment Advisers | 25,247 | $4.97M | 0.01% | −1,823−6.7% | Reduced |
| DnB Asset Management AS | 24,927 | $4.91M | 0.02% | +1,791+7.7% | Added |
| Brown Capital Management LLC | 24,853 | $4.90M | 0.10% | −295−1.2% | Reduced |
| Mariner, LLC | 24,667 | $4.86M | 0.01% | +1,906+8.4% | Added |
| Axxcess Wealth Management, LLC | 24,661 | $4.86M | 0.13% | +1,533+6.6% | Added |
| Suncoast Equity Management | 24,580 | $4.84M | 0.54% | +1,514+6.6% | Added |
| Swedbank AB | 24,420 | $4.81M | 0.01% | +252+1.0% | Added |
| American Century Companies Inc | 24,232 | $4.77M | 0.00% | +1,184+5.1% | Added |
| Brasada Capital Management, LP | 23,432 | $4.77M | 0.84% | −31−0.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 24,127 | $4.75M | 0.02% | +300+1.3% | Added |
| SEI Investments Co | 24,102 | $4.75M | 0.01% | +4,465+22.7% | Added |
| TownSquare Capital, LLC | 23,721 | $4.67M | 0.06% | +1,893+8.7% | Added |
| USS Investment Management Ltd | 23,577 | $4.65M | 0.04% | +633+2.8% | Added |
| Ethic Inc. | 23,443 | $4.62M | 0.11% | +598+2.6% | Added |
| Institutional & Family Asset Management, LLC | 23,160 | $4.56M | 0.70% | −606−2.5% | Reduced |
| Pacer Advisors, Inc. | 23,029 | $4.54M | 0.01% | +366+1.6% | Added |
| Hamilton Point Investment Advisors, LLC | 22,921 | $4.53M | 0.88% | +399+1.8% | Added |
| Independent Advisor Alliance | 22,835 | $4.50M | 0.15% | −5,803−20.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 22,786 | $4.49M | 0.01% | +22,786 | New |
| Creative Planning | 22,739 | $4.48M | 0.00% | −57−0.3% | Reduced |
| Integrated Wealth Concepts LLC | 22,569 | $4.45M | 0.06% | +5,629+33.2% | Added |
| British Columbia Investment Management Corp | 22,556 | $4.44M | 0.03% | +8,551+61.1% | Added |
| Level Four Advisory Services, LLC | 22,554 | $4.44M | 0.20% | +22,554 | New |
| Czech National Bank | 22,520 | $4.44M | 0.05% | +1,801+8.7% | Added |
| Susquehanna Portfolio Strategies, LLC | 22,245 | $4.38M | 0.18% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 21,940 | $4.32M | 0.29% | −329−1.5% | Reduced |
| Patton Fund Management, Inc. | 21,782 | $4.29M | 0.91% | −4,269−16.4% | Reduced |
| WSFS Capital Management, LLC | 21,457 | $4.23M | 0.23% | +1,459+7.3% | Added |
| First Hawaiian Bank | 20,729 | $4.08M | 0.14% | +1,381+7.1% | Added |
| Pathstone Holdings, LLC | 20,704 | $4.08M | 0.02% | +239+1.2% | Added |
| Burney Co | 20,330 | $4.01M | 0.15% | −113−0.6% | Reduced |
| Security National Bank | 20,287 | $4.00M | 0.58% | +160+0.8% | Added |
| WBI Investments | 20,275 | $3.99M | 0.97% | +9,447+87.2% | Added |
| Griffin Asset Management, Inc. | 20,114 | $3.96M | 0.46% | +650+3.3% | Added |
| BDF-Gestion | 20,069 | $3.95M | 0.38% | +20,069 | New |
| SG Americas Securities, LLC | 19,994 | $3.94M | 0.02% | −34,436−63.3% | Reduced |
| Yousif Capital Management, LLC | 19,966 | $3.93M | 0.04% | +1,167+6.2% | Added |
| Middleton & Co Inc | 19,370 | $3.82M | 0.44% | −690−3.4% | Reduced |
| Utah Retirement Systems | 19,291 | $3.80M | 0.05% | −1,000−4.9% | Reduced |
| Van Eck Associates Corp | 18,888 | $3.72M | 0.01% | +18,888 | New |
| Westpac Banking Corp | 18,441 | $3.63M | 0.29% | 00.0% | Unchanged |
| Tredje AP-fonden | 18,412 | $3.63M | 0.04% | −289−1.5% | Reduced |
| Flputnam Investment Management Co | 18,238 | $3.59M | 0.07% | −2,203−10.8% | Reduced |
| Bank of Nova Scotia | 17,988 | $3.54M | 0.01% | +3,235+21.9% | Added |
| Garrison Asset Management, LLC | 17,943 | $3.53M | 1.86% | +50+0.3% | Added |
| New York Life Investment Management LLC | 17,786 | $3.50M | 0.04% | −58−0.3% | Reduced |
| Long Road Investment Counsel, LLC | 17,300 | $3.41M | 1.48% | +100+0.6% | Added |
| Intrust Bank NA | 17,261 | $3.40M | 0.36% | −236−1.3% | Reduced |
| 1832 Asset Management L.P. | 17,251 | $3.40M | 0.01% | −1,494−8.0% | Reduced |
| Occidental Asset Management, LLC | 17,191 | $3.39M | 0.59% | +862+5.3% | Added |
| Daiwa Securities Group Inc. | 16,982 | $3.35M | 0.02% | −942−5.3% | Reduced |
| Sugarloaf Wealth Management, LLC | 16,968 | $3.34M | 0.68% | +202+1.2% | Added |
| Stratos Wealth Partners, LTD. | 16,905 | $3.33M | 0.05% | −145−0.9% | Reduced |
| GWM Advisors LLC | 16,877 | $3.32M | 0.02% | −2,382−12.4% | Reduced |
| State of Alaska, Department of Revenue | 16,856 | $3.32M | 0.04% | +4,055+31.7% | 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 |
| Princeton Global Asset Management LLC | 16,302 | $3.21M | 0.71% | +530+3.4% | Added |
| O'Shaughnessy Asset Management, LLC | 16,123 | $3.18M | 0.03% | +2,948+22.4% | Added |
| CIBC Asset Management Inc | 16,083 | $3.17M | 0.01% | −861−5.1% | Reduced |
| Simplicity Wealth,LLC | 15,995 | $3.15M | 0.07% | +98+0.6% | Added |
| ING Groep NV | 15,903 | $3.13M | 0.02% | −47,235−74.8% | Reduced |
| Investment Management Corp of Ontario | 15,827 | $3.12M | 0.08% | +13,898+720.5% | Added |
| La Banque Postale Asset Management SA | 15,597 | $3.07M | 0.13% | −4,629−22.9% | Reduced |
| CIBC World Markets Corp | 15,199 | $2.99M | 0.02% | +3,388+28.7% | Added |
| PDT Partners, LLC | 15,175 | $2.99M | 0.28% | −7,228−32.3% | Reduced |
| Neuberger Berman Group LLC | 14,947 | $2.94M | 0.00% | −9,048−37.7% | Reduced |