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 |
|---|---|---|---|---|---|
| Mutual of America Capital Management LLC | 14,908 | $2.94M | 0.03% | −539−3.5% | Reduced |
| Advisory Services Network, LLC | 14,871 | $2.93M | 0.06% | −1,162−7.2% | Reduced |
| First National Advisers, LLC | 14,804 | $2.92M | 0.53% | +888+6.4% | Added |
| First National Trust Co | 14,364 | $2.83M | 0.12% | +20.0% | Added |
| Janney Montgomery Scott LLC | 14,205 | $2.80M | 0.01% | +161+1.1% | Added |
| Sanctuary Advisors, LLC | 14,337 | $2.78M | 0.02% | +14,337 | New |
| Peak Financial Advisors LLC | 14,018 | $2.76M | 1.58% | +232+1.7% | Added |
| Cerity Partners LLC | 13,863 | $2.73M | 0.01% | −6,286−31.2% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 13,861 | $2.73M | 0.13% | +2,861+26.0% | Added |
| Nissay Asset Management Corp | 13,815 | $2.72M | 0.02% | +339+2.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 13,809 | $2.72M | 0.01% | +156+1.1% | Added |
| Appleton Partners Inc | 13,665 | $2.69M | 0.21% | +335+2.5% | Added |
| Modern Wealth Management, LLC | 13,486 | $2.66M | 0.20% | +40.0% | Added |
| HBK Sorce Advisory LLC | 13,247 | $2.61M | 0.09% | +273+2.1% | Added |
| CenterBook Partners LP | 13,217 | $2.60M | 0.16% | +599+4.7% | Added |
| Engineers Gate Manager LP | 13,110 | $2.58M | 0.06% | +11,477+702.8% | Added |
| Castellan Group, LLC | 13,098 | $2.58M | 1.23% | +495+3.9% | Added |
| Mount Lucas Management LP | 13,074 | $2.58M | 0.91% | −75−0.6% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 12,900 | $2.54M | 1.67% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 12,872 | $2.54M | 1.12% | +576+4.7% | Added |
| Steward Partners Investment Advisory, LLC | 12,858 | $2.53M | 0.03% | −891−6.5% | Reduced |
| Oppenheimer Asset Management Inc. | 12,698 | $2.50M | 0.03% | +2,235+21.4% | Added |
| TrimTabs Asset Management, LLC | 12,539 | $2.47M | 0.61% | +3,772+43.0% | Added |
| Whittier Trust Co | 12,466 | $2.46M | 0.03% | +70+0.6% | Added |
| Kinneret Advisory, LLC | 12,291 | $2.42M | 0.23% | +9,720+378.1% | Added |
| Mercer Global Advisors Inc | 11,383 | $2.38M | 0.01% | −93−0.8% | Reduced |
| Dean Investment Associates, LLC | 12,081 | $2.38M | 0.34% | +2,051+20.4% | Added |
| Schechter Investment Advisors, LLC | 12,012 | $2.37M | 0.18% | −288−2.3% | Reduced |
| Bleakley Financial Group, LLC | 12,003 | $2.36M | 0.07% | −85−0.7% | Reduced |
| Second Line Capital, LLC | 11,945 | $2.36M | 0.72% | +665+5.9% | Added |
| Transcend Wealth Collective, LLC | 11,959 | $2.36M | 0.17% | +1,206+11.2% | Added |
| SRN Advisors, LLC | 11,924 | $2.35M | 1.95% | +630+5.6% | Added |
| Strengthening Families & Communities, LLC | 11,762 | $2.32M | 0.66% | +344+3.0% | Added |
| Avantax Advisory Services, Inc. | 11,673 | $2.30M | 0.02% | +6,323+118.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,607 | $2.29M | 0.03% | +351+3.1% | Added |
| Cynosure Management, LLC | 11,389 | $2.24M | 0.36% | +9,790+612.3% | Added |
| Allianz Asset Management GmbH | 11,242 | $2.21M | 0.00% | −2,031−15.3% | Reduced |
| Tilia Fiduciary Partners, Inc. | 11,024 | $2.17M | 1.70% | +695+6.7% | Added |
| MAI Capital Management | 10,938 | $2.15M | 0.02% | +1,317+13.7% | Added |
| Coldstream Capital Management Inc | 10,905 | $2.15M | 0.05% | +392+3.7% | Added |
| Elo Mutual Pension Insurance Co | 10,804 | $2.13M | 0.05% | +54+0.5% | Added |
| Guardian Wealth Advisors, LLC | 10,709 | $2.11M | 0.25% | +219+2.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,672 | $2.10M | 0.02% | −39−0.4% | Reduced |
| Toroso Investments, LLC | 10,646 | $2.10M | 0.03% | −7,061−39.9% | Reduced |
| Donoghue Forlines LLC | 10,638 | $2.10M | 0.60% | −232−2.1% | Reduced |
| Roundview Capital LLC | 10,517 | $2.07M | 0.16% | +35+0.3% | Added |
| Quantinno Capital Management LP | 10,479 | $2.06M | 0.04% | +1,159+12.4% | Added |
| Mraz, Amerine & Associates, Inc. | 10,427 | $2.05M | 0.42% | −616−5.6% | Reduced |
| Regions Financial Corp | 10,383 | $2.05M | 0.02% | −213−2.0% | Reduced |
| Occudo Quantitative Strategies LP | 10,383 | $2.05M | 0.36% | +10,383 | New |
| First Citizens Bank & Trust Co | 10,331 | $2.04M | 0.04% | +90+0.9% | Added |
| Wimmer Associates 1, LLC | 10,321 | $2.03M | 1.04% | −30−0.3% | Reduced |
| Rafferty Asset Management, LLC | 10,187 | $2.01M | 0.01% | +390+4.0% | Added |
| Pinnacle Associates Ltd | 10,166 | $2.00M | 0.03% | +408+4.2% | Added |
| Lantz Financial LLC | 10,156 | $2.00M | 0.62% | −9−0.1% | Reduced |
| Oregon Public Employees Retirement Fund | 10,155 | $2.00M | 0.04% | +50+0.5% | Added |
| Metis Global Partners, LLC | 10,145 | $2.00M | 0.07% | +3,305+48.3% | Added |
| Greenleaf Trust | 10,041 | $1.98M | 0.02% | −38−0.4% | Reduced |
| Wealthfront Advisers LLC | 10,006 | $1.97M | 0.01% | −412−4.0% | Reduced |
| Gulf International Bank (UK) Ltd | 9,861 | $1.94M | 0.05% | +128+1.3% | Added |
| UniSuper Management Pty Ltd | 9,792 | $1.93M | 0.02% | +3,762+62.4% | Added |
| Kestra Advisory Services, LLC | 9,682 | $1.91M | 0.01% | +1,353+16.2% | Added |
| Legacy Advisors, LLC | 9,611 | $1.90M | 0.23% | +899+10.3% | Added |
| Leavell Investment Management, Inc. | 9,520 | $1.88M | 0.10% | −375−3.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 9,344 | $1.84M | 0.02% | −250−2.6% | Reduced |
| Northwest Investment Counselors, LLC | 9,254 | $1.82M | 0.46% | −110−1.2% | Reduced |
| Siemens Fonds Invest GmbH | 9,172 | $1.81M | 0.14% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 9,111 | $1.79M | 0.04% | +9,111 | New |
| Maryland State Retirement & Pension System | 9,048 | $1.78M | 0.03% | 00.0% | Unchanged |
| PGGM Investments | 9,021 | $1.78M | 0.03% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 8,922 | $1.76M | 0.39% | −5,506−38.2% | Reduced |
| JustInvest LLC | 8,929 | $1.76M | 0.03% | +2,219+33.1% | Added |
| Kentucky Retirement Systems | 8,906 | $1.75M | 0.05% | −38−0.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 8,730 | $1.72M | 0.04% | 00.0% | Unchanged |
| Buckhead Capital Management LLC | 8,693 | $1.71M | 0.58% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 8,615 | $1.70M | 0.17% | +1,555+22.0% | Added |
| Silvercrest Asset Management Group LLC | 8,581 | $1.69M | 0.01% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 8,562 | $1.69M | 0.02% | −811−8.7% | Reduced |
| Concurrent Investment Advisors, LLC | 8,413 | $1.66M | 0.05% | +308+3.8% | Added |
| Cresset Asset Management, LLC | 8,334 | $1.65M | 0.01% | +903+12.2% | Added |
| Park Avenue Securities LLC | 8,243 | $1.62M | 0.02% | +124+1.5% | Added |
| MBB Public Markets I LLC | 8,209 | $1.62M | 0.03% | +6,878+516.8% | Added |
| Hilton Capital Management, LLC | 8,137 | $1.60M | 0.14% | +250+3.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 7,979 | $1.59M | 0.01% | −11,731−59.5% | Reduced |
| Sentry LLC | 7,948 | $1.57M | 0.29% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 7,870 | $1.55M | 0.22% | +218+2.8% | Added |
| Lee Financial Co | 7,800 | $1.54M | 0.25% | −377−4.6% | Reduced |
| Kesler, Norman & Wride, LLC | 7,772 | $1.53M | 0.32% | −1,015−11.6% | Reduced |
| Illinois Municipal Retirement Fund | 7,761 | $1.53M | 0.02% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 7,750 | $1.53M | 0.05% | +1,222+18.7% | Added |
| Linden Thomas Advisory Services, LLC | 7,650 | $1.51M | 0.23% | +961+14.4% | Added |
| Henshaw Capital LLC | 7,625 | $1.50M | 0.07% | −3,702−32.7% | Reduced |
| Hartford Investment Management Co | 7,589 | $1.50M | 0.05% | −30−0.4% | Reduced |
| Principal Securities, Inc. | 7,465 | $1.47M | 0.04% | +279+3.9% | Added |
| Waterloo Capital, L.P. | 7,455 | $1.47M | 0.18% | +224+3.1% | Added |
| Vontobel Holding Ltd. | 7,420 | $1.46M | 0.00% | +773+11.6% | Added |
| Knollwood Investment Advisory, LLC | 7,385 | $1.45M | 0.16% | +7,385 | New |
| Northwestern Mutual Wealth Management Co | 7,234 | $1.43M | 0.00% | +849+13.3% | Added |
| Boyar Asset Management Inc. | 7,180 | $1.41M | 0.97% | +10.0% | Added |
| Allspring Global Investments Holdings, LLC | 7,163 | $1.41M | 0.00% | −255−3.4% | Reduced |