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 |
|---|---|---|---|---|---|
| Northern Trust Corp | 1,290,460 | $277.5M | 0.05% | −28,902−2.2% | Reduced |
| Invesco Ltd. | 1,405,931 | $302.3M | 0.06% | +59,164+4.4% | Added |
| Stifel Financial Corp | 1,594,415 | $342.9M | 0.36% | +5,813+0.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,606,228 | $345.4M | 0.37% | +43,663+2.8% | Added |
| Barclays PLC | 1,608,021 | $345.8M | 0.15% | −54,032−3.3% | Reduced |
| Jensen Investment Management Inc | 1,643,215 | $353.3M | 2.95% | −95,065−5.5% | Reduced |
| Price T Rowe Associates Inc | 2,373,761 | $510.4M | 0.06% | −1,649,032−41.0% | Reduced |
| APG Asset Management N.V. | 2,762,786 | $532.3M | 3.53% | −1,230,159−30.8% | Reduced |
| T. Rowe Price Investment Management, Inc. | 2,663,099 | $572.6M | 0.35% | −18,557−0.7% | Reduced |
| Capital International Investors | 2,751,609 | $591.3M | 0.11% | −644,501−19.0% | Reduced |
| Geode Capital Management, LLC | 2,999,874 | $643.0M | 0.05% | +15,208+0.5% | Added |
| Janus Henderson Group PLC | 3,236,793 | $696.0M | 0.36% | −51,403−1.6% | Reduced |
| State Street Corp | 5,181,715 | $1.12B | 0.05% | +51,439+1.0% | Added |
| Morgan Stanley | 5,349,289 | $1.15B | 0.08% | −367,185−6.4% | Reduced |
| BlackRock, Inc. | 10,262,316 | $2.21B | 0.05% | +10,262,316 | New |
| Vanguard Group Inc | 14,220,092 | $3.06B | 0.05% | −64,994−0.5% | Reduced |
| West Paces Advisors Inc. | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Premier Fund Managers Ltd | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −86,978−100.0% | Sold out |
| 1623 Capital LLC | 0 | $0 | 0.00% | −61,600−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −28,264−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −22,245−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −15,597−100.0% | Sold out |
| Peak Financial Advisors LLC | 0 | $0 | 0.00% | −14,018−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −13,217−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −10,383−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −8,922−100.0% | Sold out |
| OmniStar Financial Group, Inc. | 0 | $0 | 0.00% | −3,378−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −3,329−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −3,190−100.0% | Sold out |
| Platform Technology Partners | 0 | $0 | 0.00% | −3,154−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −2,931−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −2,442−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −2,173−100.0% | Sold out |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −2,013−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −1,857−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −1,667−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −1,665−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −1,382−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −1,364−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −1,217−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −1,068−100.0% | Sold out |
| Essex Financial Services, Inc. | 0 | $0 | 0.00% | −965−100.0% | Sold out |
| Maripau Wealth Management LLC | 0 | $0 | 0.00% | −1,027−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −491−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −453−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −254−100.0% | Sold out |
| Triad Wealth Partners, LLC | 0 | $0 | 0.00% | −222−100.0% | Sold out |
| Family Firm, Inc. | 0 | $0 | 0.00% | −185−100.0% | Sold out |
| EdgeRock Capital LLC | 0 | $0 | 0.00% | −161−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −131−100.0% | Sold out |
| Wetzel Investment Advisors, Inc. | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| Tyler-Stone Wealth Management | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Ruedi Wealth Management, Inc. | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Fairway Wealth LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Laffer Tengler Investments | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Pineridge Advisors LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Pacific Capital Wealth Advisors, Inc | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| ZRC Wealth Management, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Unique Wealth Strategies, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| Institutional & Family Asset Management, LLC | – | – | – | – | Not filed |
| Spotlight Asset Group, Inc. | – | – | – | – | Not filed |
| Ofi Invest Asset Management | – | – | – | – | Not filed |
| Sofos Investments, Inc. | – | – | – | – | Not filed |