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 |
|---|---|---|---|---|---|
| Geneva Capital Management LLC | 108,842 | $23.4M | 0.39% | −2,942−2.6% | Reduced |
| Natixis Advisors, L.P. | 106,683 | $22.9M | 0.04% | +7,866+8.0% | Added |
| Wendell David Associates Inc | 106,157 | $22.8M | 2.18% | +59+0.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 105,497 | $22.7M | 0.06% | +5,818+5.8% | Added |
| Man Group plc | 104,157 | $22.4M | 0.06% | −33,849−24.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 95,564 | $20.5M | 0.06% | −24,832−20.6% | Reduced |
| Royal London Asset Management Ltd | 95,305 | $20.5M | 0.05% | +42,556+80.7% | Added |
| New York State Teachers Retirement System | 94,632 | $20.3M | 0.04% | −4,690−4.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 92,654 | $19.9M | 0.05% | +22,669+32.4% | Added |
| Nicholas Company, Inc. | 90,830 | $19.5M | 0.32% | −2,000−2.2% | Reduced |
| Citigroup Inc | 88,172 | $19.0M | 0.02% | −16,959−16.1% | Reduced |
| Alta Capital Management LLC | 86,145 | $18.5M | 1.10% | +2,576+3.1% | Added |
| Aptus Capital Advisors, LLC | 83,196 | $17.9M | 0.27% | +33,636+67.9% | Added |
| Nordea Investment Management AB | 83,713 | $17.8M | 0.02% | −813−1.0% | Reduced |
| Congress Asset Management Co | 82,220 | $17.7M | 0.12% | −2,526−3.0% | Reduced |
| Credit Agricole S A | 82,123 | $17.7M | 0.09% | +18,452+29.0% | Added |
| FMR LLC | 80,194 | $17.2M | 0.00% | +7,077+9.7% | Added |
| New York State Common Retirement Fund | 79,953 | $17.2M | 0.02% | −13,976−14.9% | Reduced |
| Distillate Capital Partners LLC | 78,589 | $16.9M | 0.85% | +78,589 | New |
| Korea Investment CORP | 76,251 | $16.4M | 0.04% | +29,764+64.0% | Added |
| Kelly Lawrence W & Associates Inc | 74,742 | $16.1M | 3.62% | −1,252−1.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 74,373 | $16.0M | 0.03% | −5,963−7.4% | Reduced |
| Congress Wealth Management LLC | 74,091 | $15.9M | 0.21% | −77−0.1% | Reduced |
| Walter Public Investments Inc. | 74,037 | $15.9M | 2.78% | −3,805−4.9% | Reduced |
| Prudential Financial Inc | 73,944 | $15.9M | 0.02% | −1,582−2.1% | Reduced |
| Pictet Asset Management Holding SA | 73,278 | $15.8M | 0.02% | +14,037+23.7% | Added |
| State of Wisconsin Investment Board | 73,215 | $15.7M | 0.04% | +9,476+14.9% | Added |
| Colony Group, LLC | 73,473 | $15.7M | 0.05% | −87,387−54.3% | Reduced |
| National Bank of Canada | 72,208 | $15.5M | 0.02% | +27,026+59.8% | Added |
| Treasurer of the State of North Carolina | 72,020 | $15.5M | 0.06% | +19,620+37.4% | Added |
| Manufacturers Life Insurance Company, The | 70,759 | $15.2M | 0.01% | −814−1.1% | Reduced |
| Russell Investments Group, Ltd. | 69,705 | $14.9M | 0.02% | +12,112+21.0% | Added |
| Morningstar Investment Services LLC | 69,417 | $14.7M | 0.15% | −22,447−24.4% | Reduced |
| Douglas Lane & Associates, LLC | 68,156 | $14.7M | 0.20% | −7,659−10.1% | Reduced |
| Danske Bank A/S | 67,665 | $14.6M | 0.05% | +2,300+3.5% | Added |
| Trexquant Investment LP | 67,174 | $14.4M | 0.18% | +67,174 | New |
| First National Bank of Omaha | 65,716 | $14.1M | 0.90% | −1,280−1.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 65,000 | $14.0M | 0.02% | +31,600+94.6% | Added |
| Advisors Asset Management, Inc. | 63,741 | $13.7M | 0.25% | −310−0.5% | Reduced |
| Crossmark Global Holdings, Inc. | 63,219 | $13.6M | 0.24% | −441−0.7% | Reduced |
| Ensign Peak Advisors, Inc | 63,201 | $13.6M | 0.02% | +12,570+24.8% | Added |
| Chevy Chase Trust Holdings, Inc. | 62,578 | $13.5M | 0.04% | −1,950−3.0% | Reduced |
| McRae Capital Management Inc | 62,199 | $13.4M | 2.61% | −375−0.6% | Reduced |
| Washington Trust Co | 61,210 | $13.2M | 0.46% | −872−1.4% | Reduced |
| Running Oak Capital LLC | 60,833 | $13.1M | 1.77% | +2,213+3.8% | Added |
| Toronto Dominion Bank | 60,381 | $13.0M | 0.02% | +11,684+24.0% | Added |
| Forsta Ap-Fonden | 59,300 | $12.8M | 0.10% | +2,900+5.1% | Added |
| Public Employees Retirement System of Ohio | 57,783 | $12.4M | 0.05% | −5,065−8.1% | Reduced |
| Prudential PLC | 57,564 | $12.4M | 0.06% | +3,360+6.2% | Added |
| US Bancorp | 55,270 | $11.9M | 0.02% | +2,385+4.5% | Added |
| FineMark National Bank & Trust | 54,999 | $11.8M | 0.41% | −851−1.5% | Reduced |
| ProShare Advisors LLC | 54,957 | $11.8M | 0.03% | +10.0% | Added |
| DekaBank Deutsche Girozentrale | 55,970 | $11.8M | 0.02% | −377−0.7% | Reduced |
| AXA S.A. | 54,851 | $11.8M | 0.03% | +18,419+50.6% | Added |
| Truist Financial Corp | 53,999 | $11.6M | 0.02% | +1,062+2.0% | Added |
| Swiss Life Asset Management Ltd | 53,894 | $11.6M | 0.13% | +3,314+6.6% | Added |
| ING Groep NV | 53,069 | $11.4M | 0.07% | +37,166+233.7% | Added |
| Intech Investment Management LLC | 52,471 | $11.3M | 0.13% | +25,539+94.8% | Added |
| Asset Management One Co.,Ltd. | 52,361 | $11.3M | 0.04% | +6,608+14.4% | Added |
| Citadel Advisors LLC | 51,937 | $11.2M | 0.01% | +51,912+207,648.0% | Added |
| Alley Investment Management Company, LLC | 51,513 | $11.1M | 1.40% | +107+0.2% | Added |
| Victory Capital Management Inc | 50,736 | $10.9M | 0.01% | +2,871+6.0% | Added |
| Sienna Gestion | 50,843 | $10.9M | 0.73% | +12,170+31.5% | Added |
| The PNC Financial Services Group, Inc. | 49,948 | $10.7M | 0.01% | +504+1.0% | Added |
| Vision Capital Management, Inc. | 49,411 | $10.6M | 1.50% | +544+1.1% | Added |
| Diamond Hill Capital Management Inc | 48,242 | $10.4M | 0.04% | −895−1.8% | Reduced |
| Southernsun Asset Management, LLC | 48,177 | $10.4M | 1.23% | +35+0.1% | Added |
| Gotham Asset Management, LLC | 47,919 | $10.3M | 0.11% | +44,537+1,316.9% | Added |
| Addenda Capital Inc. | 46,339 | $10.0M | 0.36% | −220.0% | Reduced |
| Motley Fool Asset Management LLC | 46,513 | $9.99M | 0.59% | +576+1.3% | Added |
| Commerce Bank | 46,111 | $9.92M | 0.06% | −1,112−2.4% | Reduced |
| Cyrus J. Lawrence, LLC | 45,939 | $9.88M | 1.94% | +506+1.1% | Added |
| Comerica Bank | 45,803 | $9.85M | 0.04% | −550−1.2% | Reduced |
| STRS Ohio | 45,500 | $9.78M | 0.04% | +5,000+12.3% | Added |
| Mn Services Vermogensbeheer B.V. | 45,130 | $9.70M | 0.07% | −1,100−2.4% | Reduced |
| CI Private Wealth, LLC | 44,476 | $9.56M | 0.02% | −1,437−3.1% | Reduced |
| Mattern Capital Management, LLC | 44,221 | $9.51M | 1.20% | −143−0.3% | Reduced |
| Capital Group Private Client Services, Inc. | 43,775 | $9.41M | 0.09% | −537−1.2% | Reduced |
| Nisa Investment Advisors, LLC | 43,137 | $9.31M | 0.06% | +1,825+4.4% | Added |
| State of New Jersey Common Pension Fund D | 42,001 | $9.03M | 0.04% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 41,583 | $8.94M | 0.60% | +176+0.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 41,433 | $8.91M | 0.01% | +4,039+10.8% | Added |
| GHP Investment Advisors, Inc. | 41,132 | $8.84M | 0.41% | +1,094+2.7% | Added |
| Marks Group Wealth Management, Inc | 41,112 | $8.84M | 0.84% | +617+1.5% | Added |
| Federation des caisses Desjardins du Quebec | 40,918 | $8.79M | 0.04% | +4,624+12.7% | Added |
| Santa Monica Partners LP | 40,793 | $8.77M | 5.17% | 00.0% | Unchanged |
| Transform Wealth, LLC | 40,352 | $8.71M | 0.58% | +618+1.6% | Added |
| Resona Asset Management Co.,Ltd. | 39,441 | $8.46M | 0.05% | −1,068−2.6% | Reduced |
| McCollum Christoferson Group LLC | 39,168 | $8.42M | 2.44% | −148−0.4% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 38,142 | $8.20M | 0.08% | +38,142 | New |
| Handelsbanken Fonder AB | 38,061 | $8.18M | 0.03% | +6,829+21.9% | Added |
| Schroder Investment Management Group | 38,206 | $8.10M | 0.01% | −6,269−14.1% | Reduced |
| Nomura Asset Management Co Ltd | 35,497 | $7.63M | 0.02% | +2,279+6.9% | Added |
| MML Investors Services, LLC | 35,448 | $7.62M | 0.03% | −2,254−6.0% | Reduced |
| MetLife Investment Management | 35,218 | $7.57M | 0.04% | −1,240−3.4% | Reduced |
| Captrust Financial Advisors | 35,012 | $7.53M | 0.02% | +438+1.3% | Added |
| Core Alternative Capital | 34,020 | $7.32M | 1.41% | −3,622−9.6% | Reduced |
| Zevenbergen Capital Investments LLC | 34,010 | $7.31M | 0.15% | +70+0.2% | Added |
| American Money Management, LLC | 33,993 | $7.31M | 1.46% | −172−0.5% | Reduced |
| Arizona State Retirement System | 33,859 | $7.28M | 0.05% | +1,507+4.7% | Added |