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 |
|---|---|---|---|---|---|
| Northstar Group, Inc. | 33,538 | $7.21M | 1.26% | +632+1.9% | Added |
| O'Brien Greene & Co. Inc | 33,456 | $7.19M | 2.24% | −1,746−5.0% | Reduced |
| Boston Trust Walden Corp | 33,431 | $7.19M | 0.05% | −367−1.1% | Reduced |
| ExodusPoint Capital Management, LP | 33,208 | $7.14M | 0.07% | +33,208 | New |
| Crown Oak Advisors, LLC | 32,823 | $7.06M | 3.92% | −2,130−6.1% | Reduced |
| Los Angeles Capital Management LLC | 32,708 | $7.03M | 0.03% | +32,708 | New |
| Aureus Asset Management, LLC | 32,320 | $6.95M | 0.45% | +3,745+13.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 31,952 | $6.87M | 0.60% | +163+0.5% | Added |
| State of Michigan Retirement System | 31,760 | $6.83M | 0.03% | −600−1.9% | Reduced |
| Jane Street Group, LLC | 31,489 | $6.77M | 0.01% | −6,968−18.1% | Reduced |
| Blair William & Co | 31,481 | $6.77M | 0.02% | +1,550+5.2% | Added |
| Achmea Investment Management B.V. | 31,160 | $6.70M | 0.11% | −61,714−66.4% | Reduced |
| Palmer Knight Co | 30,768 | $6.62M | 2.91% | −132−0.4% | Reduced |
| Corebridge Financial, Inc. | 30,669 | $6.59M | 0.04% | −1,388−4.3% | Reduced |
| Fifth Third Bancorp | 30,635 | $6.59M | 0.02% | +352+1.2% | Added |
| Rockefeller Capital Management L.P. | 30,557 | $6.57M | 0.02% | −443−1.4% | Reduced |
| IFM Investors Pty Ltd | 30,060 | $6.46M | 0.06% | +935+3.2% | Added |
| Atria Investments LLC | 29,638 | $6.37M | 0.08% | +2,610+9.7% | Added |
| Great Lakes Advisors, LLC | 29,376 | $6.32M | 0.05% | −838−2.8% | Reduced |
| SEI Investments Co | 29,271 | $6.30M | 0.01% | +5,169+21.4% | Added |
| AdvisorShares Investments LLC | 29,226 | $6.28M | 1.20% | +464+1.6% | Added |
| Bell Asset Management Ltd | 29,222 | $6.28M | 1.15% | −15,036−34.0% | Reduced |
| Brady Family Wealth, LLC | 28,574 | $6.14M | 1.84% | −482−1.7% | Reduced |
| Commonwealth Equity Services, LLC | 28,119 | $6.05M | 0.01% | −1,485−5.0% | Reduced |
| Pacer Advisors, Inc. | 28,031 | $6.03M | 0.01% | +5,002+21.7% | Added |
| Teza Capital Management LLC | 27,415 | $5.90M | 0.65% | +27,415 | New |
| Kestra Private Wealth Services, LLC | 27,302 | $5.87M | 0.11% | +295+1.1% | Added |
| Brown Advisory Inc | 27,267 | $5.86M | 0.01% | +399+1.5% | Added |
| Campbell & CO Investment Adviser LLC | 27,033 | $5.81M | 0.43% | +27,033 | New |
| Neuberger Berman Group LLC | 26,782 | $5.76M | 0.00% | +11,835+79.2% | Added |
| Magnetar Financial LLC | 26,763 | $5.75M | 0.12% | +22,945+601.0% | Added |
| DnB Asset Management AS | 26,521 | $5.70M | 0.03% | +1,594+6.4% | Added |
| Amalgamated Bank | 26,418 | $5.68M | 0.05% | +1,152+4.6% | Added |
| M&T Bank Corp | 26,225 | $5.64M | 0.02% | −54−0.2% | Reduced |
| KBC Group NV | 26,131 | $5.62M | 0.02% | −1,771−6.3% | Reduced |
| Capital International Inc | 26,090 | $5.61M | 0.07% | +202+0.8% | Added |
| Axxcess Wealth Management, LLC | 25,936 | $5.58M | 0.14% | +1,275+5.2% | Added |
| Retirement Systems of Alabama | 25,517 | $5.49M | 0.02% | −553−2.1% | Reduced |
| Xponance, Inc. | 25,475 | $5.48M | 0.05% | −378−1.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 25,406 | $5.46M | 0.03% | −552−2.1% | Reduced |
| Suncoast Equity Management | 25,145 | $5.41M | 0.62% | +565+2.3% | Added |
| Swedbank AB | 25,135 | $5.40M | 0.01% | +715+2.9% | Added |
| Mariner, LLC | 25,033 | $5.38M | 0.01% | +366+1.5% | Added |
| Integrated Wealth Concepts LLC | 24,950 | $5.37M | 0.07% | +2,381+10.5% | Added |
| Allianz Asset Management GmbH | 24,848 | $5.34M | 0.01% | +13,606+121.0% | Added |
| TownSquare Capital, LLC | 24,846 | $5.34M | 0.06% | +1,125+4.7% | Added |
| Cullen/Frost Bankers, Inc. | 24,781 | $5.33M | 0.07% | −1,290−4.9% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 24,127 | $5.19M | 0.02% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 25,819 | $5.15M | 0.04% | +25,819 | New |
| Czech National Bank | 23,774 | $5.11M | 0.05% | +1,254+5.6% | Added |
| Level Four Advisory Services, LLC | 24,239 | $5.11M | 0.22% | +1,685+7.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 23,723 | $5.10M | 0.01% | +937+4.1% | Added |
| USS Investment Management Ltd | 23,705 | $5.09M | 0.04% | +128+0.5% | Added |
| Cetera Investment Advisers | 23,680 | $5.09M | 0.01% | −1,567−6.2% | Reduced |
| Susquehanna International Group, LLP | 23,655 | $5.09M | 0.01% | −4,721−16.6% | Reduced |
| Engineers Gate Manager LP | 23,541 | $5.06M | 0.10% | +10,431+79.6% | Added |
| Brasada Capital Management, LP | 23,282 | $4.98M | 0.87% | −150−0.6% | Reduced |
| Creative Planning | 23,039 | $4.95M | 0.00% | +300+1.3% | Added |
| Hamilton Point Investment Advisors, LLC | 22,785 | $4.92M | 0.89% | −136−0.6% | Reduced |
| Independent Advisor Alliance | 22,836 | $4.91M | 0.18% | +10.0% | Added |
| WSFS Capital Management, LLC | 22,505 | $4.84M | 0.26% | +1,048+4.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 22,111 | $4.75M | 0.02% | −3,454−13.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 21,347 | $4.73M | 0.04% | +5,224+32.4% | Added |
| Cerity Partners LLC | 21,914 | $4.71M | 0.01% | +8,051+58.1% | Added |
| Parsons Capital Management Inc | 21,805 | $4.69M | 0.30% | −135−0.6% | Reduced |
| Ethic Inc. | 22,845 | $4.68M | 0.12% | −598−2.6% | Reduced |
| Van Eck Associates Corp | 20,967 | $4.54M | 0.01% | +2,079+11.0% | Added |
| Pathstone Holdings, LLC | 20,791 | $4.47M | 0.02% | +87+0.4% | Added |
| First Hawaiian Bank | 20,769 | $4.47M | 0.14% | +40+0.2% | Added |
| Patton Fund Management, Inc. | 20,667 | $4.44M | 0.92% | −1,115−5.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 20,495 | $4.41M | 0.02% | +20,495 | New |
| Two Sigma Advisers, LP | 20,400 | $4.39M | 0.01% | +20,400 | New |
| D. E. Shaw & Co., Inc. | 20,328 | $4.37M | 0.01% | −22,306−52.3% | Reduced |
| Security National Bank | 20,213 | $4.35M | 0.59% | −74−0.4% | Reduced |
| Daiwa Securities Group Inc. | 20,114 | $4.33M | 0.02% | +3,132+18.4% | Added |
| Griffin Asset Management, Inc. | 20,074 | $4.32M | 0.48% | −40−0.2% | Reduced |
| Burney Co | 19,949 | $4.29M | 0.15% | −381−1.9% | Reduced |
| British Columbia Investment Management Corp | 19,716 | $4.24M | 0.03% | −2,840−12.6% | Reduced |
| Lyell Wealth Management, LP | 19,643 | $4.22M | 0.38% | +19,643 | New |
| Wealth Enhancement Advisory Services, LLC | 19,393 | $4.17M | 0.01% | −17,111−46.9% | Reduced |
| Utah Retirement Systems | 19,391 | $4.17M | 0.05% | +100+0.5% | Added |
| Yousif Capital Management, LLC | 19,384 | $4.17M | 0.05% | −582−2.9% | Reduced |
| Sanctuary Advisors, LLC | 18,098 | $4.17M | 0.03% | +3,761+26.2% | Added |
| Middleton & Co Inc | 19,330 | $4.16M | 0.46% | −40−0.2% | Reduced |
| Westpac Banking Corp | 19,260 | $4.14M | 0.28% | +819+4.4% | Added |
| Shell Asset Management Co | 18,740 | $4.03M | 0.18% | +18,740 | New |
| BDF-Gestion | 20,069 | $3.98M | 0.65% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 18,427 | $3.97M | 0.01% | −13,042−41.4% | Reduced |
| Tredje AP-fonden | 18,412 | $3.96M | 0.04% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 18,053 | $3.88M | 0.63% | +862+5.0% | Added |
| Woodley Farra Manion Portfolio Management Inc | 17,963 | $3.88M | 0.20% | +17,963 | New |
| Bank of Nova Scotia | 18,008 | $3.87M | 0.01% | +20+0.1% | Added |
| GWM Advisors LLC | 17,943 | $3.86M | 0.03% | +1,066+6.3% | Added |
| Stratos Wealth Partners, LTD. | 17,895 | $3.85M | 0.06% | +990+5.9% | Added |
| Laurion Capital Management LP | 17,764 | $3.82M | 0.25% | +17,764 | New |
| Garrison Asset Management, LLC | 17,583 | $3.78M | 1.92% | −360−2.0% | Reduced |
| Princeton Global Asset Management LLC | 17,472 | $3.76M | 0.73% | +1,170+7.2% | Added |
| New York Life Investment Management LLC | 17,334 | $3.73M | 0.04% | −452−2.5% | Reduced |
| Long Road Investment Counsel, LLC | 17,300 | $3.72M | 1.48% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 17,288 | $3.72M | 0.70% | +320+1.9% | Added |