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 |
|---|---|---|---|---|---|
| Kesler, Norman & Wride, LLC | 7,284 | $1.57M | 0.31% | −488−6.3% | Reduced |
| QRG Capital Management, Inc. | 7,293 | $1.57M | 0.02% | +498+7.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 7,319 | $1.57M | 0.03% | +889+13.8% | Added |
| Hartford Investment Management Co | 7,337 | $1.58M | 0.05% | −252−3.3% | Reduced |
| Park Avenue Securities LLC | 7,381 | $1.59M | 0.02% | −862−10.5% | Reduced |
| Knollwood Investment Advisory, LLC | 7,385 | $1.59M | 0.17% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 7,389 | $1.59M | 0.04% | −361−4.7% | Reduced |
| Vontobel Holding Ltd. | 7,420 | $1.60M | 0.01% | 00.0% | Unchanged |
| Mount Lucas Management LP | 7,463 | $1.60M | 0.55% | −5,611−42.9% | Reduced |
| Mizuho Securities USA LLC | 7,568 | $1.63M | 0.03% | −1,543−16.9% | Reduced |
| iA Global Asset Management Inc. | 7,606 | $1.64M | 0.03% | +6,183+434.5% | Added |
| Zions Bancorporation, N.A. | 7,666 | $1.65M | 0.12% | +1,058+16.0% | Added |
| Waterloo Capital, L.P. | 7,712 | $1.66M | 0.18% | +257+3.4% | Added |
| Hilton Capital Management, LLC | 7,736 | $1.66M | 0.13% | −401−4.9% | Reduced |
| Illinois Municipal Retirement Fund | 7,761 | $1.67M | 0.02% | 00.0% | Unchanged |
| Mirabaud Asset Management Ltd | 7,978 | $1.69M | 0.70% | +1,698+27.0% | Added |
| Sentry LLC | 7,948 | $1.71M | 0.33% | 00.0% | Unchanged |
| Ieq Capital, LLC | 8,081 | $1.74M | 0.02% | +4,820+147.8% | Added |
| Kentucky Retirement Systems | 8,131 | $1.75M | 0.05% | −775−8.7% | Reduced |
| Cresset Asset Management, LLC | 8,354 | $1.80M | 0.01% | +20+0.2% | Added |
| WBI Investments | 8,460 | $1.82M | 0.44% | −11,815−58.3% | Reduced |
| Lee Financial Co | 8,560 | $1.84M | 0.26% | +760+9.7% | Added |
| Silvercrest Asset Management Group LLC | 8,581 | $1.85M | 0.01% | 00.0% | Unchanged |
| Buckhead Capital Management LLC | 8,613 | $1.85M | 0.59% | −80−0.9% | Reduced |
| Naples Global Advisors, LLC | 8,685 | $1.88M | 0.17% | +70+0.8% | Added |
| Teachers Retirement System of the State of Kentucky | 8,728 | $1.88M | 0.02% | −616−6.6% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 8,730 | $1.88M | 0.05% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 8,838 | $1.90M | 0.06% | +425+5.1% | Added |
| Linden Thomas Advisory Services, LLC | 8,948 | $1.92M | 0.26% | +1,298+17.0% | Added |
| PGGM Investments | 9,021 | $1.94M | 0.02% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 9,117 | $1.96M | 0.44% | −137−1.5% | Reduced |
| Kestra Advisory Services, LLC | 9,301 | $2.00M | 0.01% | −381−3.9% | Reduced |
| Gulf International Bank (UK) Ltd | 9,325 | $2.00M | 0.05% | −536−5.4% | Reduced |
| Siemens Fonds Invest GmbH | 9,329 | $2.01M | 0.16% | +157+1.7% | Added |
| Harbor Capital Advisors, Inc. | 9,386 | $2.02M | 0.09% | +3,391+56.6% | Added |
| Capitolis Liquid Global Markets LLC | 9,540 | $2.05M | 0.02% | +9,540 | New |
| Leavell Investment Management, Inc. | 9,520 | $2.06M | 0.10% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 10,054 | $2.07M | 0.04% | −112−1.1% | Reduced |
| Rafferty Asset Management, LLC | 9,786 | $2.10M | 0.01% | −401−3.9% | Reduced |
| Wealthfront Advisers LLC | 9,797 | $2.11M | 0.01% | −209−2.1% | Reduced |
| Quantbot Technologies LP | 9,806 | $2.11M | 0.08% | +3,219+48.9% | Added |
| Legacy Advisors, LLC | 9,798 | $2.12M | 0.23% | +187+1.9% | Added |
| Oregon Public Employees Retirement Fund | 9,955 | $2.14M | 0.04% | −200−2.0% | Reduced |
| Greenleaf Trust | 10,032 | $2.16M | 0.02% | −9−0.1% | Reduced |
| Lantz Financial LLC | 10,114 | $2.17M | 0.59% | −42−0.4% | Reduced |
| First Citizens Bank & Trust Co | 10,138 | $2.18M | 0.05% | −193−1.9% | Reduced |
| Metis Global Partners, LLC | 10,186 | $2.19M | 0.07% | +41+0.4% | Added |
| Mraz, Amerine & Associates, Inc. | 10,245 | $2.20M | 0.40% | −182−1.7% | Reduced |
| Regions Financial Corp | 10,316 | $2.22M | 0.02% | −67−0.6% | Reduced |
| Wimmer Associates 1, LLC | 10,366 | $2.23M | 1.09% | +45+0.4% | Added |
| American Trust | 10,386 | $2.23M | 0.18% | +10,386 | New |
| Quest Partners LLC | 10,467 | $2.25M | 0.20% | +10,467 | New |
| Brown Capital Management LLC | 10,475 | $2.25M | 0.05% | −14,378−57.9% | Reduced |
| Elo Mutual Pension Insurance Co | 10,498 | $2.26M | 0.05% | −306−2.8% | Reduced |
| UniSuper Management Pty Ltd | 10,507 | $2.26M | 0.02% | +715+7.3% | Added |
| Schechter Investment Advisors, LLC | 10,669 | $2.29M | 0.17% | −1,343−11.2% | Reduced |
| Roundview Capital LLC | 10,737 | $2.31M | 0.17% | +220+2.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,792 | $2.32M | 0.02% | +120+1.1% | Added |
| Verition Fund Management LLC | 10,814 | $2.33M | 0.02% | +10,814 | New |
| JustInvest LLC | 10,923 | $2.35M | 0.04% | +1,994+22.3% | Added |
| Guardian Wealth Advisors, LLC | 10,995 | $2.36M | 0.26% | +286+2.7% | Added |
| Avantax Advisory Services, Inc. | 11,315 | $2.43M | 0.02% | −358−3.1% | Reduced |
| Capital Fund Management S.A. | 11,318 | $2.43M | 0.03% | +11,318 | New |
| Y-Intercept (Hong Kong) Ltd | 11,561 | $2.49M | 0.15% | +6,336+121.3% | Added |
| Coldstream Capital Management Inc | 11,612 | $2.50M | 0.05% | +707+6.5% | Added |
| Mercer Global Advisors Inc | 11,661 | $2.50M | 0.01% | +278+2.4% | Added |
| Tilia Fiduciary Partners, Inc. | 11,716 | $2.52M | 1.75% | +692+6.3% | Added |
| Quantinno Capital Management LP | 11,745 | $2.53M | 0.03% | +1,266+12.1% | Added |
| Dean Investment Associates, LLC | 11,799 | $2.54M | 0.34% | −282−2.3% | Reduced |
| MAI Capital Management | 11,886 | $2.56M | 0.02% | +948+8.7% | Added |
| Bleakley Financial Group, LLC | 11,988 | $2.58M | 0.08% | −15−0.1% | Reduced |
| TrimTabs Asset Management, LLC | 12,161 | $2.61M | 0.61% | −378−3.0% | Reduced |
| Kinneret Advisory, LLC | 12,132 | $2.62M | 0.24% | −159−1.3% | Reduced |
| Transcend Wealth Collective, LLC | 12,288 | $2.64M | 0.18% | +329+2.8% | Added |
| Whittier Trust Co | 12,466 | $2.68M | 0.04% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 12,541 | $2.70M | 0.69% | +779+6.6% | Added |
| Janney Montgomery Scott LLC | 12,672 | $2.73M | 0.01% | −1,533−10.8% | Reduced |
| Second Line Capital, LLC | 12,673 | $2.74M | 0.75% | +728+6.1% | Added |
| Steward Partners Investment Advisory, LLC | 12,866 | $2.77M | 0.03% | +8+0.1% | Added |
| Oppenheimer Asset Management Inc. | 12,892 | $2.77M | 0.03% | +194+1.5% | Added |
| R.m.sincerbeaux Capital Management LLC | 12,900 | $2.77M | 1.72% | 00.0% | Unchanged |
| Logan Capital Management Inc | 12,959 | $2.79M | 0.11% | −13,389−50.8% | Reduced |
| Castellan Group, LLC | 12,973 | $2.79M | 1.18% | −125−1.0% | Reduced |
| HBK Sorce Advisory LLC | 12,999 | $2.80M | 0.09% | −248−1.9% | Reduced |
| Kensington Investment Counsel, LLC | 13,096 | $2.82M | 1.18% | +224+1.7% | Added |
| Allen Capital Group, LLC | 13,197 | $2.84M | 0.36% | +5,327+67.7% | Added |
| Appleton Partners Inc | 13,201 | $2.84M | 0.21% | −464−3.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 13,320 | $2.86M | 0.01% | −489−3.5% | Reduced |
| Modern Wealth Management, LLC | 13,493 | $2.90M | 0.18% | +7+0.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 13,495 | $2.90M | 0.03% | +1,888+16.3% | Added |
| Advisory Services Network, LLC | 14,871 | $2.93M | 0.06% | 00.0% | Unchanged |
| First National Trust Co | 14,100 | $3.03M | 0.12% | −264−1.8% | Reduced |
| Flputnam Investment Management Co | 14,143 | $3.04M | 0.06% | −4,095−22.5% | Reduced |
| Candriam Luxembourg S.C.A. | 14,149 | $3.04M | 0.02% | −49,813−77.9% | Reduced |
| Nissay Asset Management Corp | 14,270 | $3.07M | 0.02% | +455+3.3% | Added |
| Mutual of America Capital Management LLC | 14,375 | $3.09M | 0.03% | −533−3.6% | Reduced |
| Signal Advisors Wealth, LLC | 14,497 | $3.12M | 0.45% | +14,497 | New |
| Investment Management Corp of Ontario | 14,726 | $3.17M | 0.07% | −1,101−7.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 14,985 | $3.18M | 0.01% | +7,006+87.8% | Added |
| Nomura Holdings Inc | 14,864 | $3.20M | 0.02% | +12,283+475.9% | Added |