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 |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 30,557 | $6.57M | 0.02% | −443−1.4% | Reduced |
| Fifth Third Bancorp | 30,635 | $6.59M | 0.02% | +352+1.2% | Added |
| Corebridge Financial, Inc. | 30,669 | $6.59M | 0.04% | −1,388−4.3% | Reduced |
| Palmer Knight Co | 30,768 | $6.62M | 2.91% | −132−0.4% | Reduced |
| Achmea Investment Management B.V. | 31,160 | $6.70M | 0.11% | −61,714−66.4% | Reduced |
| Blair William & Co | 31,481 | $6.77M | 0.02% | +1,550+5.2% | Added |
| Jane Street Group, LLC | 31,489 | $6.77M | 0.01% | −6,968−18.1% | Reduced |
| State of Michigan Retirement System | 31,760 | $6.83M | 0.03% | −600−1.9% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 31,952 | $6.87M | 0.60% | +163+0.5% | Added |
| Aureus Asset Management, LLC | 32,320 | $6.95M | 0.45% | +3,745+13.1% | Added |
| Los Angeles Capital Management LLC | 32,708 | $7.03M | 0.03% | +32,708 | New |
| Crown Oak Advisors, LLC | 32,823 | $7.06M | 3.92% | −2,130−6.1% | Reduced |
| ExodusPoint Capital Management, LP | 33,208 | $7.14M | 0.07% | +33,208 | New |
| Boston Trust Walden Corp | 33,431 | $7.19M | 0.05% | −367−1.1% | Reduced |
| O'Brien Greene & Co. Inc | 33,456 | $7.19M | 2.24% | −1,746−5.0% | Reduced |
| Northstar Group, Inc. | 33,538 | $7.21M | 1.26% | +632+1.9% | Added |
| Arizona State Retirement System | 33,859 | $7.28M | 0.05% | +1,507+4.7% | Added |
| American Money Management, LLC | 33,993 | $7.31M | 1.46% | −172−0.5% | Reduced |
| Zevenbergen Capital Investments LLC | 34,010 | $7.31M | 0.15% | +70+0.2% | Added |
| Core Alternative Capital | 34,020 | $7.32M | 1.41% | −3,622−9.6% | Reduced |
| Captrust Financial Advisors | 35,012 | $7.53M | 0.02% | +438+1.3% | Added |
| MetLife Investment Management | 35,218 | $7.57M | 0.04% | −1,240−3.4% | Reduced |
| MML Investors Services, LLC | 35,448 | $7.62M | 0.03% | −2,254−6.0% | Reduced |
| Nomura Asset Management Co Ltd | 35,497 | $7.63M | 0.02% | +2,279+6.9% | Added |
| Schroder Investment Management Group | 38,206 | $8.10M | 0.01% | −6,269−14.1% | Reduced |
| Handelsbanken Fonder AB | 38,061 | $8.18M | 0.03% | +6,829+21.9% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 38,142 | $8.20M | 0.08% | +38,142 | New |
| McCollum Christoferson Group LLC | 39,168 | $8.42M | 2.44% | −148−0.4% | Reduced |
| Resona Asset Management Co.,Ltd. | 39,441 | $8.46M | 0.05% | −1,068−2.6% | Reduced |
| Transform Wealth, LLC | 40,352 | $8.71M | 0.58% | +618+1.6% | Added |
| Santa Monica Partners LP | 40,793 | $8.77M | 5.17% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 40,918 | $8.79M | 0.04% | +4,624+12.7% | Added |
| Marks Group Wealth Management, Inc | 41,112 | $8.84M | 0.84% | +617+1.5% | Added |
| GHP Investment Advisors, Inc. | 41,132 | $8.84M | 0.41% | +1,094+2.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 41,433 | $8.91M | 0.01% | +4,039+10.8% | Added |
| Meeder Asset Management Inc | 41,583 | $8.94M | 0.60% | +176+0.4% | Added |
| State of New Jersey Common Pension Fund D | 42,001 | $9.03M | 0.04% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 43,137 | $9.31M | 0.06% | +1,825+4.4% | Added |
| Capital Group Private Client Services, Inc. | 43,775 | $9.41M | 0.09% | −537−1.2% | Reduced |
| Mattern Capital Management, LLC | 44,221 | $9.51M | 1.20% | −143−0.3% | Reduced |
| CI Private Wealth, LLC | 44,476 | $9.56M | 0.02% | −1,437−3.1% | Reduced |
| Mn Services Vermogensbeheer B.V. | 45,130 | $9.70M | 0.07% | −1,100−2.4% | Reduced |
| STRS Ohio | 45,500 | $9.78M | 0.04% | +5,000+12.3% | Added |
| Comerica Bank | 45,803 | $9.85M | 0.04% | −550−1.2% | Reduced |
| Cyrus J. Lawrence, LLC | 45,939 | $9.88M | 1.94% | +506+1.1% | Added |
| Commerce Bank | 46,111 | $9.92M | 0.06% | −1,112−2.4% | Reduced |
| Motley Fool Asset Management LLC | 46,513 | $9.99M | 0.59% | +576+1.3% | Added |
| Addenda Capital Inc. | 46,339 | $10.0M | 0.36% | −220.0% | Reduced |
| Gotham Asset Management, LLC | 47,919 | $10.3M | 0.11% | +44,537+1,316.9% | Added |
| Southernsun Asset Management, LLC | 48,177 | $10.4M | 1.23% | +35+0.1% | Added |
| Diamond Hill Capital Management Inc | 48,242 | $10.4M | 0.04% | −895−1.8% | Reduced |
| Vision Capital Management, Inc. | 49,411 | $10.6M | 1.50% | +544+1.1% | Added |
| The PNC Financial Services Group, Inc. | 49,948 | $10.7M | 0.01% | +504+1.0% | Added |
| Sienna Gestion | 50,843 | $10.9M | 0.73% | +12,170+31.5% | Added |
| Victory Capital Management Inc | 50,736 | $10.9M | 0.01% | +2,871+6.0% | Added |
| Alley Investment Management Company, LLC | 51,513 | $11.1M | 1.40% | +107+0.2% | Added |
| Citadel Advisors LLC | 51,937 | $11.2M | 0.01% | +51,912+207,648.0% | Added |
| Asset Management One Co.,Ltd. | 52,361 | $11.3M | 0.04% | +6,608+14.4% | Added |
| Intech Investment Management LLC | 52,471 | $11.3M | 0.13% | +25,539+94.8% | Added |
| ING Groep NV | 53,069 | $11.4M | 0.07% | +37,166+233.7% | Added |
| Swiss Life Asset Management Ltd | 53,894 | $11.6M | 0.13% | +3,314+6.6% | Added |
| Truist Financial Corp | 53,999 | $11.6M | 0.02% | +1,062+2.0% | Added |
| AXA S.A. | 54,851 | $11.8M | 0.03% | +18,419+50.6% | Added |
| DekaBank Deutsche Girozentrale | 55,970 | $11.8M | 0.02% | −377−0.7% | Reduced |
| ProShare Advisors LLC | 54,957 | $11.8M | 0.03% | +10.0% | Added |
| FineMark National Bank & Trust | 54,999 | $11.8M | 0.41% | −851−1.5% | Reduced |
| US Bancorp | 55,270 | $11.9M | 0.02% | +2,385+4.5% | Added |
| Prudential PLC | 57,564 | $12.4M | 0.06% | +3,360+6.2% | Added |
| Public Employees Retirement System of Ohio | 57,783 | $12.4M | 0.05% | −5,065−8.1% | Reduced |
| Forsta Ap-Fonden | 59,300 | $12.8M | 0.10% | +2,900+5.1% | Added |
| Toronto Dominion Bank | 60,381 | $13.0M | 0.02% | +11,684+24.0% | Added |
| Running Oak Capital LLC | 60,833 | $13.1M | 1.77% | +2,213+3.8% | Added |
| Washington Trust Co | 61,210 | $13.2M | 0.46% | −872−1.4% | Reduced |
| McRae Capital Management Inc | 62,199 | $13.4M | 2.61% | −375−0.6% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 62,578 | $13.5M | 0.04% | −1,950−3.0% | Reduced |
| Ensign Peak Advisors, Inc | 63,201 | $13.6M | 0.02% | +12,570+24.8% | Added |
| Crossmark Global Holdings, Inc. | 63,219 | $13.6M | 0.24% | −441−0.7% | Reduced |
| Advisors Asset Management, Inc. | 63,741 | $13.7M | 0.25% | −310−0.5% | Reduced |
| Adage Capital Partners GP, L.L.C. | 65,000 | $14.0M | 0.02% | +31,600+94.6% | Added |
| First National Bank of Omaha | 65,716 | $14.1M | 0.90% | −1,280−1.9% | Reduced |
| Trexquant Investment LP | 67,174 | $14.4M | 0.18% | +67,174 | New |
| Danske Bank A/S | 67,665 | $14.6M | 0.05% | +2,300+3.5% | Added |
| Douglas Lane & Associates, LLC | 68,156 | $14.7M | 0.20% | −7,659−10.1% | Reduced |
| Morningstar Investment Services LLC | 69,417 | $14.7M | 0.15% | −22,447−24.4% | Reduced |
| Russell Investments Group, Ltd. | 69,705 | $14.9M | 0.02% | +12,112+21.0% | Added |
| Manufacturers Life Insurance Company, The | 70,759 | $15.2M | 0.01% | −814−1.1% | Reduced |
| Treasurer of the State of North Carolina | 72,020 | $15.5M | 0.06% | +19,620+37.4% | Added |
| National Bank of Canada | 72,208 | $15.5M | 0.02% | +27,026+59.8% | Added |
| Colony Group, LLC | 73,473 | $15.7M | 0.05% | −87,387−54.3% | Reduced |
| State of Wisconsin Investment Board | 73,215 | $15.7M | 0.04% | +9,476+14.9% | Added |
| Pictet Asset Management Holding SA | 73,278 | $15.8M | 0.02% | +14,037+23.7% | Added |
| Prudential Financial Inc | 73,944 | $15.9M | 0.02% | −1,582−2.1% | Reduced |
| Walter Public Investments Inc. | 74,037 | $15.9M | 2.78% | −3,805−4.9% | Reduced |
| Congress Wealth Management LLC | 74,091 | $15.9M | 0.21% | −77−0.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 74,373 | $16.0M | 0.03% | −5,963−7.4% | Reduced |
| Kelly Lawrence W & Associates Inc | 74,742 | $16.1M | 3.62% | −1,252−1.6% | Reduced |
| Korea Investment CORP | 76,251 | $16.4M | 0.04% | +29,764+64.0% | Added |
| Distillate Capital Partners LLC | 78,589 | $16.9M | 0.85% | +78,589 | New |
| New York State Common Retirement Fund | 79,953 | $17.2M | 0.02% | −13,976−14.9% | Reduced |
| FMR LLC | 80,194 | $17.2M | 0.00% | +7,077+9.7% | Added |