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 |
|---|---|---|---|---|---|
| EFG Asset Management (Americas) Corp. | 7,136 | $1.41M | 0.28% | +1,876+35.7% | Added |
| CWM, LLC | 7,041 | $1.39M | 0.01% | +522+8.0% | Added |
| Welch & Forbes LLC | 6,882 | $1.38M | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 6,928 | $1.36M | 0.00% | −84−1.2% | Reduced |
| Adviser Investments LLC | 6,866 | $1.35M | 0.02% | +10.0% | Added |
| SNS Financial Group, LLC | 6,810 | $1.35M | 0.14% | +10+0.1% | Added |
| QRG Capital Management, Inc. | 6,795 | $1.34M | 0.02% | −214−3.1% | Reduced |
| Trueblood Wealth Management, LLC | 6,770 | $1.33M | 0.75% | −10.0% | Reduced |
| Securian Asset Management, Inc | 6,757 | $1.33M | 0.04% | −100−1.5% | Reduced |
| Merit Financial Group, LLC | 6,738 | $1.33M | 0.03% | +742+12.4% | Added |
| Louisiana State Employees Retirement System | 6,700 | $1.32M | 0.03% | −200−2.9% | Reduced |
| New England Research & Management, Inc. | 6,680 | $1.32M | 0.63% | −470−6.6% | Reduced |
| Spears Abacus Advisors LLC | 6,660 | $1.31M | 0.03% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 6,618 | $1.30M | 0.03% | +535+8.8% | Added |
| Zions Bancorporation, N.A. | 6,608 | $1.30M | 0.10% | −4,571−40.9% | Reduced |
| Quantbot Technologies LP | 6,587 | $1.30M | 0.06% | +3,458+110.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 6,548 | $1.29M | 0.40% | +6,548 | New |
| Squarepoint Ops LLC | 6,511 | $1.28M | 0.00% | −5,148−44.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 6,430 | $1.27M | 0.02% | −4,122−39.1% | Reduced |
| Dynasty Wealth Management, LLC | 6,390 | $1.26M | 0.04% | +247+4.0% | Added |
| Mirabaud Asset Management Ltd | 6,280 | $1.24M | 0.57% | −344−5.2% | Reduced |
| Assenagon Asset Management S.A. | 6,197 | $1.22M | 0.00% | −41,933−87.1% | Reduced |
| Centaurus Financial, Inc. | 6,174 | $1.22M | 0.08% | +6,174 | New |
| Benjamin Edwards Inc | 6,118 | $1.21M | 0.23% | −166−2.6% | Reduced |
| Koshinski Asset Management, Inc. | 5,991 | $1.20M | 0.11% | −497−7.7% | Reduced |
| Catalyst Capital Advisors LLC | 6,027 | $1.19M | 0.03% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 5,995 | $1.18M | 0.09% | +3,435+134.2% | Added |
| New Mexico Educational Retirement Board | 5,950 | $1.17M | 0.04% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 5,927 | $1.17M | 0.04% | 00.0% | Unchanged |
| NBC Securities, Inc. | 5,906 | $1.16M | 0.11% | −40−0.7% | Reduced |
| Bullock Wealth Management Group | 5,810 | $1.14M | 0.75% | +197+3.5% | Added |
| Crawford Investment Counsel Inc | 5,731 | $1.13M | 0.02% | −60−1.0% | Reduced |
| Lido Advisors, LLC | 5,440 | $1.08M | 0.01% | −302−5.3% | Reduced |
| Tiaa Trust, National Association | 5,353 | $1.05M | 0.00% | −116−2.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 5,225 | $1.03M | 0.06% | −583−10.0% | Reduced |
| Cornercap Investment Counsel Inc | 5,213 | $1.03M | 0.17% | −93−1.8% | Reduced |
| Prospera Financial Services Inc | 5,176 | $1.02M | 0.03% | +74+1.5% | Added |
| E. Ohman J:or Asset Management AB | 5,100 | $1.00M | 0.02% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 5,000 | $985.1K | 0.01% | −188−3.6% | Reduced |
| Prescott Group Capital Management, L.L.C. | 5,000 | $985.0K | 0.15% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 4,996 | $984.0K | 0.02% | −312−5.9% | Reduced |
| Thrivent Financial for Lutherans | 4,985 | $982.0K | 0.00% | −34−0.7% | Reduced |
| Montag & Caldwell, LLC | 4,941 | $973.4K | 0.20% | −53−1.1% | Reduced |
| Tower Research Capital LLC (TRC) | 4,938 | $972.8K | 0.02% | −953−16.2% | Reduced |
| Proequities, Inc. | 4,905 | $970.2K | 0.06% | +268+5.8% | Added |
| HighPoint Advisor Group LLC | 4,465 | $962.0K | 0.06% | −13−0.3% | Reduced |
| Ostrum Asset Management | 4,830 | $951.5K | 0.08% | +43+0.9% | Added |
| Jefferies Financial Group Inc. | 4,778 | $941.3K | 0.02% | +1,720+56.2% | Added |
| RSM US Wealth Management LLC | 4,702 | $924.8K | 0.02% | +4,702 | New |
| Oppenheimer & Co Inc | 4,667 | $919.4K | 0.01% | −123−2.6% | Reduced |
| Summit Financial, LLC | 4,624 | $914.5K | 0.04% | +834+22.0% | Added |
| Public Sector Pension Investment Board | 4,640 | $914.1K | 0.01% | +2,060+79.8% | Added |
| Qube Research & Technologies Ltd | 4,601 | $906.4K | 0.00% | −274,998−98.4% | Reduced |
| Pegasus Partners Ltd. | 4,579 | $902.1K | 0.09% | −1,605−26.0% | Reduced |
| FORA Capital, LLC | 4,569 | $900.1K | 0.11% | +4,569 | New |
| Vinva Investment Management Ltd | 4,502 | $896.8K | 0.05% | +180+4.2% | Added |
| Crew Capital Management, Ltd. | 4,529 | $892.1K | 0.71% | +558+14.1% | Added |
| Unigestion Holding SA | 4,335 | $891.9K | 0.05% | −880−16.9% | Reduced |
| NewEdge Wealth, LLC | 4,444 | $875.5K | 0.02% | −103−2.3% | Reduced |
| Fiduciary Trust Co | 4,414 | $869.6K | 0.01% | −56−1.3% | Reduced |
| Beacon Pointe Advisors, LLC | 4,410 | $868.8K | 0.01% | −915−17.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 4,292 | $845.5K | 0.04% | −19−0.4% | Reduced |
| Glenmede Trust Co NA | 4,276 | $842.4K | 0.00% | −180−4.0% | Reduced |
| DT Investment Partners, LLC | 4,272 | $841.6K | 0.07% | 00.0% | Unchanged |
| Sepio Capital, LP | 4,260 | $839.0K | 0.08% | −136−3.1% | Reduced |
| Norinchukin Bank, The | 4,230 | $833.3K | 0.02% | +112+2.7% | Added |
| Omers Administration Corp | 4,084 | $804.5K | 0.01% | +4,084 | New |
| TrinityPoint Wealth, LLC | 4,040 | $795.8K | 0.12% | −117−2.8% | Reduced |
| Biltmore Family Office, LLC | 4,000 | $791.2K | 0.15% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 4,013 | $790.6K | 0.29% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 4,011 | $790.1K | 0.60% | −63−1.5% | Reduced |
| Wall Street Access Asset Management, LLC | 4,005 | $789.0K | 0.32% | 00.0% | Unchanged |
| Bank Ozk | 4,000 | $788.0K | 0.34% | 00.0% | Unchanged |
| Meyer Handelman Co | 3,970 | $782.1K | 0.03% | −3,640−47.8% | Reduced |
| Veriti Management LLC | 3,931 | $774.4K | 0.05% | +801+25.6% | Added |
| Legacy Capital Wealth Partners, LLC | 3,891 | $766.6K | 0.20% | +3,891 | New |
| Sherbrooke Park Advisers LLC | 3,875 | $763.4K | 0.13% | −222−5.4% | Reduced |
| Empirical Finance, LLC | 3,868 | $762.0K | 0.05% | −262−6.3% | Reduced |
| Menard Financial Group LLC | 3,853 | $759.0K | 0.54% | +79+2.1% | Added |
| Hilltop Holdings Inc. | 3,844 | $757.3K | 0.09% | −1,227−24.2% | Reduced |
| Magnetar Financial LLC | 3,818 | $752.1K | 0.02% | −15,436−80.2% | Reduced |
| Pensionmark Financial Group, LLC | 3,813 | $751.2K | 0.05% | +3,813 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 3,812 | $751.0K | 0.05% | −75−1.9% | Reduced |
| MGB Wealth Management, LLC | 3,655 | $749.6K | 0.28% | +200+5.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 3,761 | $740.9K | 0.02% | +24+0.6% | Added |
| Wellington Management Group LLP | 3,720 | $732.8K | 0.00% | +270+7.8% | Added |
| CAPROCK Group, Inc. | 3,673 | $726.6K | 0.03% | +1,946+112.7% | Added |
| Cedar Mountain Advisors, LLC | 3,665 | $722.0K | 0.18% | −8−0.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 3,655 | $720.1K | 0.03% | +1,612+78.9% | Added |
| Farther Finance Advisors, LLC | 3,639 | $715.4K | 0.03% | +3,089+561.6% | Added |
| Eukles Asset Management | 3,631 | $715.3K | 0.31% | −6−0.2% | Reduced |
| NEOS Investment Management LLC | 3,578 | $704.9K | 0.03% | +996+38.6% | Added |
| Accredited Investors Inc. | 3,571 | $703.5K | 0.04% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 3,546 | $699.0K | 0.00% | −140−3.8% | Reduced |
| Smallwood Wealth Investment Management, LLC | 3,540 | $697.4K | 0.54% | +426+13.7% | Added |
| Martingale Asset Management L P | 3,495 | $688.5K | 0.01% | −1,241−26.2% | Reduced |
| Tributary Capital Management, LLC | 3,468 | $683.2K | 0.06% | −31−0.9% | Reduced |
| Quadrant Capital Group LLC | 3,434 | $676.5K | 0.05% | +12+0.4% | Added |
| SpiderRock Advisors, LLC | 3,384 | $666.6K | 0.02% | −55−1.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 3,383 | $666.5K | 0.03% | −329−8.9% | Reduced |