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 |
|---|---|---|---|---|---|
| Lombard Odier Asset Management (Europe) Ltd | 15,053 | $3.24M | 0.15% | +1,192+8.6% | Added |
| State of Tennessee, Treasury Department | 15,170 | $3.26M | 0.01% | −13,970−47.9% | Reduced |
| PDT Partners, LLC | 15,175 | $3.26M | 0.29% | 00.0% | Unchanged |
| Toroso Investments, LLC | 15,300 | $3.29M | 0.04% | +4,654+43.7% | Added |
| State of Alaska, Department of Revenue | 15,416 | $3.31M | 0.04% | −1,440−8.5% | Reduced |
| First National Advisers, LLC | 15,587 | $3.35M | 0.53% | +783+5.3% | Added |
| CIBC World Markets Corp | 15,946 | $3.43M | 0.02% | +747+4.9% | Added |
| Brinker Capital Investments, LLC | 16,209 | $3.49M | 0.03% | −639−3.8% | Reduced |
| Orion Portfolio Solutions, LLC | 16,209 | $3.49M | 0.03% | −639−3.8% | Reduced |
| HRT Financial LP | 16,283 | $3.50M | 0.02% | +16,283 | New |
| Bryn Mawr Trust Co | 16,415 | $3.53M | 0.06% | +16,415 | New |
| 1832 Asset Management L.P. | 16,447 | $3.54M | 0.01% | −804−4.7% | Reduced |
| Twinbeech Capital LP | 16,995 | $3.65M | 0.07% | +16,995 | New |
| Federated Hermes, Inc. | 17,069 | $3.67M | 0.01% | −35,060−67.3% | Reduced |
| Intrust Bank NA | 17,213 | $3.70M | 0.37% | −48−0.3% | Reduced |
| CIBC Asset Management Inc | 17,244 | $3.71M | 0.01% | +1,161+7.2% | Added |
| Sugarloaf Wealth Management, LLC | 17,288 | $3.72M | 0.70% | +320+1.9% | Added |
| Long Road Investment Counsel, LLC | 17,300 | $3.72M | 1.48% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 17,334 | $3.73M | 0.04% | −452−2.5% | Reduced |
| Princeton Global Asset Management LLC | 17,472 | $3.76M | 0.73% | +1,170+7.2% | Added |
| Garrison Asset Management, LLC | 17,583 | $3.78M | 1.92% | −360−2.0% | Reduced |
| Laurion Capital Management LP | 17,764 | $3.82M | 0.25% | +17,764 | New |
| Stratos Wealth Partners, LTD. | 17,895 | $3.85M | 0.06% | +990+5.9% | Added |
| GWM Advisors LLC | 17,943 | $3.86M | 0.03% | +1,066+6.3% | Added |
| Bank of Nova Scotia | 18,008 | $3.87M | 0.01% | +20+0.1% | Added |
| Woodley Farra Manion Portfolio Management Inc | 17,963 | $3.88M | 0.20% | +17,963 | New |
| Occidental Asset Management, LLC | 18,053 | $3.88M | 0.63% | +862+5.0% | Added |
| Tredje AP-fonden | 18,412 | $3.96M | 0.04% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 18,427 | $3.97M | 0.01% | −13,042−41.4% | Reduced |
| BDF-Gestion | 20,069 | $3.98M | 0.65% | 00.0% | Unchanged |
| Shell Asset Management Co | 18,740 | $4.03M | 0.18% | +18,740 | New |
| Westpac Banking Corp | 19,260 | $4.14M | 0.28% | +819+4.4% | Added |
| Middleton & Co Inc | 19,330 | $4.16M | 0.46% | −40−0.2% | Reduced |
| Sanctuary Advisors, LLC | 18,098 | $4.17M | 0.03% | +3,761+26.2% | Added |
| Yousif Capital Management, LLC | 19,384 | $4.17M | 0.05% | −582−2.9% | Reduced |
| Utah Retirement Systems | 19,391 | $4.17M | 0.05% | +100+0.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 19,393 | $4.17M | 0.01% | −17,111−46.9% | Reduced |
| Lyell Wealth Management, LP | 19,643 | $4.22M | 0.38% | +19,643 | New |
| British Columbia Investment Management Corp | 19,716 | $4.24M | 0.03% | −2,840−12.6% | Reduced |
| Burney Co | 19,949 | $4.29M | 0.15% | −381−1.9% | Reduced |
| Griffin Asset Management, Inc. | 20,074 | $4.32M | 0.48% | −40−0.2% | Reduced |
| Daiwa Securities Group Inc. | 20,114 | $4.33M | 0.02% | +3,132+18.4% | Added |
| Security National Bank | 20,213 | $4.35M | 0.59% | −74−0.4% | Reduced |
| D. E. Shaw & Co., Inc. | 20,328 | $4.37M | 0.01% | −22,306−52.3% | Reduced |
| Two Sigma Advisers, LP | 20,400 | $4.39M | 0.01% | +20,400 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 20,495 | $4.41M | 0.02% | +20,495 | New |
| Patton Fund Management, Inc. | 20,667 | $4.44M | 0.92% | −1,115−5.1% | Reduced |
| First Hawaiian Bank | 20,769 | $4.47M | 0.14% | +40+0.2% | Added |
| Pathstone Holdings, LLC | 20,791 | $4.47M | 0.02% | +87+0.4% | Added |
| Van Eck Associates Corp | 20,967 | $4.54M | 0.01% | +2,079+11.0% | Added |
| Ethic Inc. | 22,845 | $4.68M | 0.12% | −598−2.6% | Reduced |
| Parsons Capital Management Inc | 21,805 | $4.69M | 0.30% | −135−0.6% | Reduced |
| Cerity Partners LLC | 21,914 | $4.71M | 0.01% | +8,051+58.1% | Added |
| O'Shaughnessy Asset Management, LLC | 21,347 | $4.73M | 0.04% | +5,224+32.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 22,111 | $4.75M | 0.02% | −3,454−13.5% | Reduced |
| WSFS Capital Management, LLC | 22,505 | $4.84M | 0.26% | +1,048+4.9% | Added |
| Independent Advisor Alliance | 22,836 | $4.91M | 0.18% | +10.0% | Added |
| Hamilton Point Investment Advisors, LLC | 22,785 | $4.92M | 0.89% | −136−0.6% | Reduced |
| Creative Planning | 23,039 | $4.95M | 0.00% | +300+1.3% | Added |
| Brasada Capital Management, LP | 23,282 | $4.98M | 0.87% | −150−0.6% | Reduced |
| Engineers Gate Manager LP | 23,541 | $5.06M | 0.10% | +10,431+79.6% | Added |
| Susquehanna International Group, LLP | 23,655 | $5.09M | 0.01% | −4,721−16.6% | Reduced |
| Cetera Investment Advisers | 23,680 | $5.09M | 0.01% | −1,567−6.2% | Reduced |
| USS Investment Management Ltd | 23,705 | $5.09M | 0.04% | +128+0.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 23,723 | $5.10M | 0.01% | +937+4.1% | Added |
| Level Four Advisory Services, LLC | 24,239 | $5.11M | 0.22% | +1,685+7.5% | Added |
| Czech National Bank | 23,774 | $5.11M | 0.05% | +1,254+5.6% | Added |
| Kovitz Investment Group Partners, LLC | 25,819 | $5.15M | 0.04% | +25,819 | New |
| Skandinaviska Enskilda Banken AB (publ) | 24,127 | $5.19M | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 24,781 | $5.33M | 0.07% | −1,290−4.9% | Reduced |
| TownSquare Capital, LLC | 24,846 | $5.34M | 0.06% | +1,125+4.7% | Added |
| Allianz Asset Management GmbH | 24,848 | $5.34M | 0.01% | +13,606+121.0% | Added |
| Integrated Wealth Concepts LLC | 24,950 | $5.37M | 0.07% | +2,381+10.5% | Added |
| Mariner, LLC | 25,033 | $5.38M | 0.01% | +366+1.5% | Added |
| Swedbank AB | 25,135 | $5.40M | 0.01% | +715+2.9% | Added |
| Suncoast Equity Management | 25,145 | $5.41M | 0.62% | +565+2.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 25,406 | $5.46M | 0.03% | −552−2.1% | Reduced |
| Xponance, Inc. | 25,475 | $5.48M | 0.05% | −378−1.5% | Reduced |
| Retirement Systems of Alabama | 25,517 | $5.49M | 0.02% | −553−2.1% | Reduced |
| Axxcess Wealth Management, LLC | 25,936 | $5.58M | 0.14% | +1,275+5.2% | Added |
| Capital International Inc | 26,090 | $5.61M | 0.07% | +202+0.8% | Added |
| KBC Group NV | 26,131 | $5.62M | 0.02% | −1,771−6.3% | Reduced |
| M&T Bank Corp | 26,225 | $5.64M | 0.02% | −54−0.2% | Reduced |
| Amalgamated Bank | 26,418 | $5.68M | 0.05% | +1,152+4.6% | Added |
| DnB Asset Management AS | 26,521 | $5.70M | 0.03% | +1,594+6.4% | Added |
| Magnetar Financial LLC | 26,763 | $5.75M | 0.12% | +22,945+601.0% | Added |
| Neuberger Berman Group LLC | 26,782 | $5.76M | 0.00% | +11,835+79.2% | Added |
| Campbell & CO Investment Adviser LLC | 27,033 | $5.81M | 0.43% | +27,033 | New |
| Brown Advisory Inc | 27,267 | $5.86M | 0.01% | +399+1.5% | Added |
| Kestra Private Wealth Services, LLC | 27,302 | $5.87M | 0.11% | +295+1.1% | Added |
| Teza Capital Management LLC | 27,415 | $5.90M | 0.65% | +27,415 | New |
| Pacer Advisors, Inc. | 28,031 | $6.03M | 0.01% | +5,002+21.7% | Added |
| Commonwealth Equity Services, LLC | 28,119 | $6.05M | 0.01% | −1,485−5.0% | Reduced |
| Brady Family Wealth, LLC | 28,574 | $6.14M | 1.84% | −482−1.7% | Reduced |
| Bell Asset Management Ltd | 29,222 | $6.28M | 1.15% | −15,036−34.0% | Reduced |
| AdvisorShares Investments LLC | 29,226 | $6.28M | 1.20% | +464+1.6% | Added |
| SEI Investments Co | 29,271 | $6.30M | 0.01% | +5,169+21.4% | Added |
| Great Lakes Advisors, LLC | 29,376 | $6.32M | 0.05% | −838−2.8% | Reduced |
| Atria Investments LLC | 29,638 | $6.37M | 0.08% | +2,610+9.7% | Added |
| IFM Investors Pty Ltd | 30,060 | $6.46M | 0.06% | +935+3.2% | Added |