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, Q3 2024
Institutional positions in Broadridge Financial Solutions, Inc. as of Sep 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
- 1,016
- +94 vs. Q2 2024
- Shares held
- 104.5M
- +8.79M (+9.2%) vs. Q2 2024
- Total value
- $22.4B
- +$3.57B (+19.0%) vs. Q2 2024
- New holders
- 140
- 358 more added
- Sold out
- 46
- 354 more reduced
8 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Broadridge Financial Solutions, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 14,220,092 | $3.06B | 0.05% | −64,994−0.5% | Reduced |
| BlackRock, Inc. | 10,262,316 | $2.21B | 0.05% | +10,262,316 | New |
| Morgan Stanley | 5,349,289 | $1.15B | 0.08% | −367,185−6.4% | Reduced |
| State Street Corp | 5,181,715 | $1.12B | 0.05% | +51,439+1.0% | Added |
| Janus Henderson Group PLC | 3,236,793 | $696.0M | 0.36% | −51,403−1.6% | Reduced |
| Geode Capital Management, LLC | 2,999,874 | $643.0M | 0.05% | +15,208+0.5% | Added |
| Capital International Investors | 2,751,609 | $591.3M | 0.11% | −644,501−19.0% | Reduced |
| T. Rowe Price Investment Management, Inc. | 2,663,099 | $572.6M | 0.35% | −18,557−0.7% | Reduced |
| APG Asset Management N.V. | 2,762,786 | $532.3M | 3.53% | −1,230,159−30.8% | Reduced |
| Price T Rowe Associates Inc | 2,373,761 | $510.4M | 0.06% | −1,649,032−41.0% | Reduced |
| Jensen Investment Management Inc | 1,643,215 | $353.3M | 2.95% | −95,065−5.5% | Reduced |
| Barclays PLC | 1,608,021 | $345.8M | 0.15% | −54,032−3.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,606,228 | $345.4M | 0.37% | +43,663+2.8% | Added |
| Stifel Financial Corp | 1,594,415 | $342.9M | 0.36% | +5,813+0.4% | Added |
| Invesco Ltd. | 1,405,931 | $302.3M | 0.06% | +59,164+4.4% | Added |
| Northern Trust Corp | 1,290,460 | $277.5M | 0.05% | −28,902−2.2% | Reduced |
| Wells Fargo & Company | 1,210,595 | $260.3M | 0.06% | −32,836−2.6% | Reduced |
| Bahl & Gaynor Inc | 1,100,341 | $236.6M | 1.22% | −8,526−0.8% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 1,078,269 | $231.8M | 4.12% | −30,453−2.7% | Reduced |
| Macquarie Group Ltd | 990,748 | $213.0M | 0.23% | −9,983−1.0% | Reduced |
| Franklin Resources Inc | 929,083 | $205.8M | 0.06% | −30,386−3.2% | Reduced |
| Dimensional Fund Advisors LP | 945,574 | $203.3M | 0.05% | +4,449+0.5% | Added |
| Amundi | 903,061 | $195.8M | 0.07% | +421,116+87.4% | Added |
| UBS Asset Management Americas Inc | 904,919 | $194.6M | 0.05% | +20,775+2.3% | Added |
| Bank of New York Mellon Corp | 876,024 | $188.4M | 0.04% | −26,800−3.0% | Reduced |
| Fayez Sarofim & Co | 873,567 | $187.8M | 0.48% | −8,811−1.0% | Reduced |
| Legal & General Group Plc | 872,997 | $187.7M | 0.05% | +28,403+3.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 816,491 | $175.6M | 0.39% | +15,775+2.0% | Added |
| Goldman Sachs Group Inc | 699,261 | $150.4M | 0.03% | +5,122+0.7% | Added |
| Bank of America Corp | 693,607 | $149.1M | 0.01% | +4,309+0.6% | Added |
| Charles Schwab Investment Management Inc | 661,413 | $142.2M | 0.03% | −1,209−0.2% | Reduced |
| Confluence Investment Management LLC | 642,390 | $138.1M | 1.85% | −10,643−1.6% | Reduced |
| Envestnet Asset Management Inc | 632,808 | $136.1M | 0.04% | −24,754−3.8% | Reduced |
| Baird Financial Group, Inc. | 563,551 | $121.2M | 0.24% | −51,320−8.3% | Reduced |
| California Public Employees Retirement System | 538,608 | $115.8M | 0.08% | −47,619−8.1% | Reduced |
| Standard Life Aberdeen plc | 536,083 | $114.5M | 0.21% | +27,869+5.5% | Added |
| Nuveen Asset Management, LLC | 494,646 | $106.5M | 0.03% | −7,347−1.5% | Reduced |
| Parnassus Investments | 490,161 | $105.4M | 0.22% | −18,206−3.6% | Reduced |
| Alliancebernstein L.P. | 474,173 | $102.0M | 0.03% | +1,555+0.3% | Added |
| CIBC Private Wealth Group, LLC | 441,353 | $94.9M | 0.17% | −13,728−3.0% | Reduced |
| Rathbone Brothers plc | 439,525 | $94.5M | 0.48% | 00.0% | Unchanged |
| Deutsche Bank AG | 431,554 | $92.8M | 0.04% | +95,697+28.5% | Added |
| JPMorgan Chase & Co | 423,712 | $91.1M | 0.01% | −335,670−44.2% | Reduced |
| Norges Bank | 421,917 | $90.7M | 0.01% | −25,311−5.7% | Reduced |
| Qube Research & Technologies Ltd | 405,453 | $87.2M | 0.16% | +400,852+8,712.3% | Added |
| Raymond James & Associates | 404,832 | $87.1M | 0.05% | +783+0.2% | Added |
| Boston Financial Mangement LLC | 383,846 | $82.5M | 2.46% | −9,403−2.4% | Reduced |
| Earnest Partners LLC | 382,728 | $82.3M | 0.36% | +19,949+5.5% | Added |
| Ensemble Capital Management, LLC | 380,924 | $81.9M | 6.95% | −63,820−14.3% | Reduced |
| HSBC Holdings PLC | 373,155 | $80.1M | 0.05% | +106,883+40.1% | Added |
| Swiss National Bank | 350,800 | $75.4M | 0.05% | +2,100+0.6% | Added |
| UBS Group AG | 348,774 | $75.0M | 0.02% | +85,481+32.5% | Added |
| Mackenzie Financial Corp | 323,358 | $69.5M | 0.10% | −60,407−15.7% | Reduced |
| Fenimore Asset Management Inc | 313,193 | $67.3M | 1.36% | +13,838+4.6% | Added |
| Ninety One UK Ltd | 309,889 | $66.6M | 0.18% | −214,371−40.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 269,200 | $58.4M | 0.52% | −5,098−1.9% | Reduced |
| First Trust Advisors LP | 271,128 | $58.3M | 0.06% | +30,212+12.5% | Added |
| LPL Financial LLC | 270,480 | $58.2M | 0.03% | +10,216+3.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 265,440 | $57.1M | 0.04% | +2,715+1.0% | Added |
| King Luther Capital Management Corp | 257,859 | $55.4M | 0.24% | −11,056−4.1% | Reduced |
| TD Asset Management Inc | 256,428 | $54.4M | 0.05% | +2,697+1.1% | Added |
| Millennium Management LLC | 252,248 | $54.2M | 0.05% | +114,759+83.5% | Added |
| London Co of Virginia | 252,218 | $54.2M | 0.29% | +20,996+9.1% | Added |
| Rhumbline Advisers | 251,009 | $54.0M | 0.05% | −3,772−1.5% | Reduced |
| Schwartz Investment Counsel Inc | 247,350 | $53.2M | 1.89% | −87,000−26.0% | Reduced |
| AQR Capital Management LLC | 249,569 | $53.2M | 0.07% | +183,863+279.8% | Added |
| Royal Bank of Canada | 241,284 | $51.9M | 0.01% | +9,511+4.1% | Added |
| Renaissance Technologies LLC | 240,900 | $51.8M | 0.08% | +240,900 | New |
| GW&K Investment Management, LLC | 227,571 | $48.9M | 0.42% | −3,831−1.7% | Reduced |
| Pinebridge Investments, L.P. | 212,945 | $45.8M | 0.35% | −52,793−19.9% | Reduced |
| Junto Capital Management LP | 210,137 | $45.2M | 1.02% | +210,137 | New |
| B. Metzler seel. Sohn & Co. AG | 208,090 | $44.7M | 0.44% | +15,917+8.3% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 208,090 | $44.7M | 0.44% | +208,090 | New |
| Assenagon Asset Management S.A. | 204,366 | $43.9M | 0.09% | +198,169+3,197.8% | Added |
| California State Teachers Retirement System | 202,946 | $43.6M | 0.05% | +2,882+1.4% | Added |
| BNP Paribas Arbitrage, SA | 198,878 | $42.8M | 0.04% | +98,275+97.7% | Added |
| Anchor Capital Advisors LLC | 195,149 | $42.0M | 1.11% | −4,932−2.5% | Reduced |
| Voloridge Investment Management, LLC | 169,005 | $36.3M | 0.13% | +134,914+395.7% | Added |
| American Century Companies Inc | 167,521 | $36.0M | 0.02% | +143,289+591.3% | Added |
| National Pension Service | 166,799 | $35.9M | 0.03% | −13,540−7.5% | Reduced |
| Copeland Capital Management, LLC | 163,475 | $35.2M | 0.61% | −29,227−15.2% | Reduced |
| Principal Financial Group Inc | 157,645 | $33.9M | 0.02% | +6,552+4.3% | Added |
| Andra AP-fonden | 153,100 | $32.9M | 0.48% | +14,000+10.1% | Added |
| Ameriprise Financial Inc | 149,636 | $32.2M | 0.01% | −22,124−12.9% | Reduced |
| Great West Life Assurance Co | 149,194 | $32.1M | 0.06% | +4,758+3.3% | Added |
| Benjamin Edwards Inc | 147,004 | $31.6M | 0.46% | +140,886+2,302.8% | Added |
| Worldquant Millennium Advisors LLC | 141,533 | $30.4M | 0.22% | +75,349+113.8% | Added |
| Teacher Retirement System of Texas | 139,529 | $30.0M | 0.14% | +73,575+111.6% | Added |
| Bank of Montreal | 139,763 | $29.6M | 0.01% | +28,720+25.9% | Added |
| Public Employees Retirement Association of Colorado | 132,596 | $28.5M | 0.11% | 00.0% | Unchanged |
| Dearborn Partners LLC | 131,497 | $28.3M | 1.15% | −3,598−2.7% | Reduced |
| Storebrand Asset Management AS | 129,511 | $27.8M | 0.09% | −20,986−13.9% | Reduced |
| Voya Investment Management LLC | 129,301 | $27.8M | 0.03% | +5,476+4.4% | Added |
| Two Sigma Investments, LP | 128,559 | $27.6M | 0.06% | +128,559 | New |
| HighTower Advisors, LLC | 119,861 | $25.8M | 0.04% | −723−0.6% | Reduced |
| Canada Pension Plan Investment Board | 118,899 | $25.6M | 0.02% | +7,983+7.2% | Added |
| Aviva PLC | 116,193 | $25.0M | 0.06% | +2,610+2.3% | Added |
| State Board of Administration of Florida Retirement System | 114,903 | $24.7M | 0.05% | +225+0.2% | Added |
| Motley Fool Wealth Management, LLC | 114,769 | $24.7M | 1.24% | −2,941−2.5% | Reduced |
| Bath Savings Trust Co | 114,094 | $24.5M | 2.44% | −183−0.2% | Reduced |