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 |
|---|---|---|---|---|---|
| Credit Agricole S A | 82,123 | $17.7M | 0.09% | +18,452+29.0% | Added |
| Congress Asset Management Co | 82,220 | $17.7M | 0.12% | −2,526−3.0% | Reduced |
| Nordea Investment Management AB | 83,713 | $17.8M | 0.02% | −813−1.0% | Reduced |
| Aptus Capital Advisors, LLC | 83,196 | $17.9M | 0.27% | +33,636+67.9% | Added |
| Alta Capital Management LLC | 86,145 | $18.5M | 1.10% | +2,576+3.1% | Added |
| Citigroup Inc | 88,172 | $19.0M | 0.02% | −16,959−16.1% | Reduced |
| Nicholas Company, Inc. | 90,830 | $19.5M | 0.32% | −2,000−2.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 92,654 | $19.9M | 0.05% | +22,669+32.4% | Added |
| New York State Teachers Retirement System | 94,632 | $20.3M | 0.04% | −4,690−4.7% | Reduced |
| Royal London Asset Management Ltd | 95,305 | $20.5M | 0.05% | +42,556+80.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 95,564 | $20.5M | 0.06% | −24,832−20.6% | Reduced |
| Man Group plc | 104,157 | $22.4M | 0.06% | −33,849−24.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 105,497 | $22.7M | 0.06% | +5,818+5.8% | Added |
| Wendell David Associates Inc | 106,157 | $22.8M | 2.18% | +59+0.1% | Added |
| Natixis Advisors, L.P. | 106,683 | $22.9M | 0.04% | +7,866+8.0% | Added |
| Geneva Capital Management LLC | 108,842 | $23.4M | 0.39% | −2,942−2.6% | Reduced |
| Bath Savings Trust Co | 114,094 | $24.5M | 2.44% | −183−0.2% | Reduced |
| Motley Fool Wealth Management, LLC | 114,769 | $24.7M | 1.24% | −2,941−2.5% | Reduced |
| State Board of Administration of Florida Retirement System | 114,903 | $24.7M | 0.05% | +225+0.2% | Added |
| Aviva PLC | 116,193 | $25.0M | 0.06% | +2,610+2.3% | Added |
| Canada Pension Plan Investment Board | 118,899 | $25.6M | 0.02% | +7,983+7.2% | Added |
| HighTower Advisors, LLC | 119,861 | $25.8M | 0.04% | −723−0.6% | Reduced |
| Two Sigma Investments, LP | 128,559 | $27.6M | 0.06% | +128,559 | New |
| Voya Investment Management LLC | 129,301 | $27.8M | 0.03% | +5,476+4.4% | Added |
| Storebrand Asset Management AS | 129,511 | $27.8M | 0.09% | −20,986−13.9% | Reduced |
| Dearborn Partners LLC | 131,497 | $28.3M | 1.15% | −3,598−2.7% | Reduced |
| Public Employees Retirement Association of Colorado | 132,596 | $28.5M | 0.11% | 00.0% | Unchanged |
| Bank of Montreal | 139,763 | $29.6M | 0.01% | +28,720+25.9% | Added |
| Teacher Retirement System of Texas | 139,529 | $30.0M | 0.14% | +73,575+111.6% | Added |
| Worldquant Millennium Advisors LLC | 141,533 | $30.4M | 0.22% | +75,349+113.8% | Added |
| Benjamin Edwards Inc | 147,004 | $31.6M | 0.46% | +140,886+2,302.8% | Added |
| Great West Life Assurance Co | 149,194 | $32.1M | 0.06% | +4,758+3.3% | Added |
| Ameriprise Financial Inc | 149,636 | $32.2M | 0.01% | −22,124−12.9% | Reduced |
| Andra AP-fonden | 153,100 | $32.9M | 0.48% | +14,000+10.1% | Added |
| Principal Financial Group Inc | 157,645 | $33.9M | 0.02% | +6,552+4.3% | Added |
| Copeland Capital Management, LLC | 163,475 | $35.2M | 0.61% | −29,227−15.2% | Reduced |
| National Pension Service | 166,799 | $35.9M | 0.03% | −13,540−7.5% | Reduced |
| American Century Companies Inc | 167,521 | $36.0M | 0.02% | +143,289+591.3% | Added |
| Voloridge Investment Management, LLC | 169,005 | $36.3M | 0.13% | +134,914+395.7% | Added |
| Anchor Capital Advisors LLC | 195,149 | $42.0M | 1.11% | −4,932−2.5% | Reduced |
| BNP Paribas Arbitrage, SA | 198,878 | $42.8M | 0.04% | +98,275+97.7% | Added |
| California State Teachers Retirement System | 202,946 | $43.6M | 0.05% | +2,882+1.4% | Added |
| Assenagon Asset Management S.A. | 204,366 | $43.9M | 0.09% | +198,169+3,197.8% | Added |
| 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 |
| Junto Capital Management LP | 210,137 | $45.2M | 1.02% | +210,137 | New |
| Pinebridge Investments, L.P. | 212,945 | $45.8M | 0.35% | −52,793−19.9% | Reduced |
| GW&K Investment Management, LLC | 227,571 | $48.9M | 0.42% | −3,831−1.7% | Reduced |
| Renaissance Technologies LLC | 240,900 | $51.8M | 0.08% | +240,900 | New |
| Royal Bank of Canada | 241,284 | $51.9M | 0.01% | +9,511+4.1% | Added |
| AQR Capital Management LLC | 249,569 | $53.2M | 0.07% | +183,863+279.8% | Added |
| Schwartz Investment Counsel Inc | 247,350 | $53.2M | 1.89% | −87,000−26.0% | Reduced |
| Rhumbline Advisers | 251,009 | $54.0M | 0.05% | −3,772−1.5% | Reduced |
| London Co of Virginia | 252,218 | $54.2M | 0.29% | +20,996+9.1% | Added |
| Millennium Management LLC | 252,248 | $54.2M | 0.05% | +114,759+83.5% | Added |
| TD Asset Management Inc | 256,428 | $54.4M | 0.05% | +2,697+1.1% | Added |
| King Luther Capital Management Corp | 257,859 | $55.4M | 0.24% | −11,056−4.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 265,440 | $57.1M | 0.04% | +2,715+1.0% | Added |
| LPL Financial LLC | 270,480 | $58.2M | 0.03% | +10,216+3.9% | Added |
| First Trust Advisors LP | 271,128 | $58.3M | 0.06% | +30,212+12.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 269,200 | $58.4M | 0.52% | −5,098−1.9% | Reduced |
| Ninety One UK Ltd | 309,889 | $66.6M | 0.18% | −214,371−40.9% | Reduced |
| Fenimore Asset Management Inc | 313,193 | $67.3M | 1.36% | +13,838+4.6% | Added |
| Mackenzie Financial Corp | 323,358 | $69.5M | 0.10% | −60,407−15.7% | Reduced |
| UBS Group AG | 348,774 | $75.0M | 0.02% | +85,481+32.5% | Added |
| Swiss National Bank | 350,800 | $75.4M | 0.05% | +2,100+0.6% | Added |
| HSBC Holdings PLC | 373,155 | $80.1M | 0.05% | +106,883+40.1% | Added |
| Ensemble Capital Management, LLC | 380,924 | $81.9M | 6.95% | −63,820−14.3% | Reduced |
| Earnest Partners LLC | 382,728 | $82.3M | 0.36% | +19,949+5.5% | Added |
| Boston Financial Mangement LLC | 383,846 | $82.5M | 2.46% | −9,403−2.4% | Reduced |
| Raymond James & Associates | 404,832 | $87.1M | 0.05% | +783+0.2% | Added |
| Qube Research & Technologies Ltd | 405,453 | $87.2M | 0.16% | +400,852+8,712.3% | Added |
| Norges Bank | 421,917 | $90.7M | 0.01% | −25,311−5.7% | Reduced |
| JPMorgan Chase & Co | 423,712 | $91.1M | 0.01% | −335,670−44.2% | Reduced |
| Deutsche Bank AG | 431,554 | $92.8M | 0.04% | +95,697+28.5% | Added |
| Rathbone Brothers plc | 439,525 | $94.5M | 0.48% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 441,353 | $94.9M | 0.17% | −13,728−3.0% | Reduced |
| Alliancebernstein L.P. | 474,173 | $102.0M | 0.03% | +1,555+0.3% | Added |
| Parnassus Investments | 490,161 | $105.4M | 0.22% | −18,206−3.6% | Reduced |
| Nuveen Asset Management, LLC | 494,646 | $106.5M | 0.03% | −7,347−1.5% | Reduced |
| Standard Life Aberdeen plc | 536,083 | $114.5M | 0.21% | +27,869+5.5% | Added |
| California Public Employees Retirement System | 538,608 | $115.8M | 0.08% | −47,619−8.1% | Reduced |
| Baird Financial Group, Inc. | 563,551 | $121.2M | 0.24% | −51,320−8.3% | Reduced |
| Envestnet Asset Management Inc | 632,808 | $136.1M | 0.04% | −24,754−3.8% | Reduced |
| Confluence Investment Management LLC | 642,390 | $138.1M | 1.85% | −10,643−1.6% | Reduced |
| Charles Schwab Investment Management Inc | 661,413 | $142.2M | 0.03% | −1,209−0.2% | Reduced |
| Bank of America Corp | 693,607 | $149.1M | 0.01% | +4,309+0.6% | Added |
| Goldman Sachs Group Inc | 699,261 | $150.4M | 0.03% | +5,122+0.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 816,491 | $175.6M | 0.39% | +15,775+2.0% | Added |
| Legal & General Group Plc | 872,997 | $187.7M | 0.05% | +28,403+3.4% | Added |
| Fayez Sarofim & Co | 873,567 | $187.8M | 0.48% | −8,811−1.0% | Reduced |
| Bank of New York Mellon Corp | 876,024 | $188.4M | 0.04% | −26,800−3.0% | Reduced |
| UBS Asset Management Americas Inc | 904,919 | $194.6M | 0.05% | +20,775+2.3% | Added |
| Amundi | 903,061 | $195.8M | 0.07% | +421,116+87.4% | Added |
| Dimensional Fund Advisors LP | 945,574 | $203.3M | 0.05% | +4,449+0.5% | Added |
| Franklin Resources Inc | 929,083 | $205.8M | 0.06% | −30,386−3.2% | Reduced |
| Macquarie Group Ltd | 990,748 | $213.0M | 0.23% | −9,983−1.0% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 1,078,269 | $231.8M | 4.12% | −30,453−2.7% | Reduced |
| Bahl & Gaynor Inc | 1,100,341 | $236.6M | 1.22% | −8,526−0.8% | Reduced |
| Wells Fargo & Company | 1,210,595 | $260.3M | 0.06% | −32,836−2.6% | Reduced |