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 |
|---|---|---|---|---|---|
| CIBC Asset Management Inc | 17,244 | $3.71M | 0.01% | +1,161+7.2% | Added |
| Intrust Bank NA | 17,213 | $3.70M | 0.37% | −48−0.3% | Reduced |
| Federated Hermes, Inc. | 17,069 | $3.67M | 0.01% | −35,060−67.3% | Reduced |
| Twinbeech Capital LP | 16,995 | $3.65M | 0.07% | +16,995 | New |
| 1832 Asset Management L.P. | 16,447 | $3.54M | 0.01% | −804−4.7% | Reduced |
| Bryn Mawr Trust Co | 16,415 | $3.53M | 0.06% | +16,415 | New |
| HRT Financial LP | 16,283 | $3.50M | 0.02% | +16,283 | New |
| 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 |
| CIBC World Markets Corp | 15,946 | $3.43M | 0.02% | +747+4.9% | Added |
| First National Advisers, LLC | 15,587 | $3.35M | 0.53% | +783+5.3% | Added |
| State of Alaska, Department of Revenue | 15,416 | $3.31M | 0.04% | −1,440−8.5% | Reduced |
| Toroso Investments, LLC | 15,300 | $3.29M | 0.04% | +4,654+43.7% | Added |
| PDT Partners, LLC | 15,175 | $3.26M | 0.29% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 15,170 | $3.26M | 0.01% | −13,970−47.9% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 15,053 | $3.24M | 0.15% | +1,192+8.6% | Added |
| Nomura Holdings Inc | 14,864 | $3.20M | 0.02% | +12,283+475.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 14,985 | $3.18M | 0.01% | +7,006+87.8% | Added |
| Investment Management Corp of Ontario | 14,726 | $3.17M | 0.07% | −1,101−7.0% | Reduced |
| Signal Advisors Wealth, LLC | 14,497 | $3.12M | 0.45% | +14,497 | New |
| Mutual of America Capital Management LLC | 14,375 | $3.09M | 0.03% | −533−3.6% | Reduced |
| Nissay Asset Management Corp | 14,270 | $3.07M | 0.02% | +455+3.3% | Added |
| Candriam Luxembourg S.C.A. | 14,149 | $3.04M | 0.02% | −49,813−77.9% | Reduced |
| Flputnam Investment Management Co | 14,143 | $3.04M | 0.06% | −4,095−22.5% | Reduced |
| First National Trust Co | 14,100 | $3.03M | 0.12% | −264−1.8% | Reduced |
| Advisory Services Network, LLC | 14,871 | $2.93M | 0.06% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 13,495 | $2.90M | 0.03% | +1,888+16.3% | Added |
| Modern Wealth Management, LLC | 13,493 | $2.90M | 0.18% | +7+0.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 13,320 | $2.86M | 0.01% | −489−3.5% | Reduced |
| Appleton Partners Inc | 13,201 | $2.84M | 0.21% | −464−3.4% | Reduced |
| Allen Capital Group, LLC | 13,197 | $2.84M | 0.36% | +5,327+67.7% | Added |
| Kensington Investment Counsel, LLC | 13,096 | $2.82M | 1.18% | +224+1.7% | Added |
| HBK Sorce Advisory LLC | 12,999 | $2.80M | 0.09% | −248−1.9% | Reduced |
| Castellan Group, LLC | 12,973 | $2.79M | 1.18% | −125−1.0% | Reduced |
| Logan Capital Management Inc | 12,959 | $2.79M | 0.11% | −13,389−50.8% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 12,900 | $2.77M | 1.72% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 12,892 | $2.77M | 0.03% | +194+1.5% | Added |
| Steward Partners Investment Advisory, LLC | 12,866 | $2.77M | 0.03% | +8+0.1% | Added |
| Second Line Capital, LLC | 12,673 | $2.74M | 0.75% | +728+6.1% | Added |
| Janney Montgomery Scott LLC | 12,672 | $2.73M | 0.01% | −1,533−10.8% | Reduced |
| Strengthening Families & Communities, LLC | 12,541 | $2.70M | 0.69% | +779+6.6% | Added |
| Whittier Trust Co | 12,466 | $2.68M | 0.04% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 12,288 | $2.64M | 0.18% | +329+2.8% | Added |
| Kinneret Advisory, LLC | 12,132 | $2.62M | 0.24% | −159−1.3% | Reduced |
| TrimTabs Asset Management, LLC | 12,161 | $2.61M | 0.61% | −378−3.0% | Reduced |
| Bleakley Financial Group, LLC | 11,988 | $2.58M | 0.08% | −15−0.1% | Reduced |
| MAI Capital Management | 11,886 | $2.56M | 0.02% | +948+8.7% | Added |
| Dean Investment Associates, LLC | 11,799 | $2.54M | 0.34% | −282−2.3% | Reduced |
| Quantinno Capital Management LP | 11,745 | $2.53M | 0.03% | +1,266+12.1% | Added |
| Tilia Fiduciary Partners, Inc. | 11,716 | $2.52M | 1.75% | +692+6.3% | Added |
| Mercer Global Advisors Inc | 11,661 | $2.50M | 0.01% | +278+2.4% | Added |
| Coldstream Capital Management Inc | 11,612 | $2.50M | 0.05% | +707+6.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 11,561 | $2.49M | 0.15% | +6,336+121.3% | Added |
| Capital Fund Management S.A. | 11,318 | $2.43M | 0.03% | +11,318 | New |
| Avantax Advisory Services, Inc. | 11,315 | $2.43M | 0.02% | −358−3.1% | Reduced |
| Guardian Wealth Advisors, LLC | 10,995 | $2.36M | 0.26% | +286+2.7% | Added |
| JustInvest LLC | 10,923 | $2.35M | 0.04% | +1,994+22.3% | Added |
| Verition Fund Management LLC | 10,814 | $2.33M | 0.02% | +10,814 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,792 | $2.32M | 0.02% | +120+1.1% | Added |
| Roundview Capital LLC | 10,737 | $2.31M | 0.17% | +220+2.1% | Added |
| Schechter Investment Advisors, LLC | 10,669 | $2.29M | 0.17% | −1,343−11.2% | Reduced |
| UniSuper Management Pty Ltd | 10,507 | $2.26M | 0.02% | +715+7.3% | Added |
| Elo Mutual Pension Insurance Co | 10,498 | $2.26M | 0.05% | −306−2.8% | Reduced |
| Brown Capital Management LLC | 10,475 | $2.25M | 0.05% | −14,378−57.9% | Reduced |
| Quest Partners LLC | 10,467 | $2.25M | 0.20% | +10,467 | New |
| American Trust | 10,386 | $2.23M | 0.18% | +10,386 | New |
| Wimmer Associates 1, LLC | 10,366 | $2.23M | 1.09% | +45+0.4% | Added |
| Regions Financial Corp | 10,316 | $2.22M | 0.02% | −67−0.6% | Reduced |
| Mraz, Amerine & Associates, Inc. | 10,245 | $2.20M | 0.40% | −182−1.7% | Reduced |
| Metis Global Partners, LLC | 10,186 | $2.19M | 0.07% | +41+0.4% | Added |
| First Citizens Bank & Trust Co | 10,138 | $2.18M | 0.05% | −193−1.9% | Reduced |
| Lantz Financial LLC | 10,114 | $2.17M | 0.59% | −42−0.4% | Reduced |
| Greenleaf Trust | 10,032 | $2.16M | 0.02% | −9−0.1% | Reduced |
| Oregon Public Employees Retirement Fund | 9,955 | $2.14M | 0.04% | −200−2.0% | Reduced |
| Legacy Advisors, LLC | 9,798 | $2.12M | 0.23% | +187+1.9% | Added |
| Quantbot Technologies LP | 9,806 | $2.11M | 0.08% | +3,219+48.9% | Added |
| Wealthfront Advisers LLC | 9,797 | $2.11M | 0.01% | −209−2.1% | Reduced |
| Rafferty Asset Management, LLC | 9,786 | $2.10M | 0.01% | −401−3.9% | Reduced |
| Pinnacle Associates Ltd | 10,054 | $2.07M | 0.04% | −112−1.1% | Reduced |
| Leavell Investment Management, Inc. | 9,520 | $2.06M | 0.10% | 00.0% | Unchanged |
| Capitolis Liquid Global Markets LLC | 9,540 | $2.05M | 0.02% | +9,540 | New |
| Harbor Capital Advisors, Inc. | 9,386 | $2.02M | 0.09% | +3,391+56.6% | Added |
| Siemens Fonds Invest GmbH | 9,329 | $2.01M | 0.16% | +157+1.7% | Added |
| Gulf International Bank (UK) Ltd | 9,325 | $2.00M | 0.05% | −536−5.4% | Reduced |
| Kestra Advisory Services, LLC | 9,301 | $2.00M | 0.01% | −381−3.9% | Reduced |
| Northwest Investment Counselors, LLC | 9,117 | $1.96M | 0.44% | −137−1.5% | Reduced |
| PGGM Investments | 9,021 | $1.94M | 0.02% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 8,948 | $1.92M | 0.26% | +1,298+17.0% | Added |
| Concurrent Investment Advisors, LLC | 8,838 | $1.90M | 0.06% | +425+5.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 8,730 | $1.88M | 0.05% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 8,728 | $1.88M | 0.02% | −616−6.6% | Reduced |
| Naples Global Advisors, LLC | 8,685 | $1.88M | 0.17% | +70+0.8% | Added |
| Buckhead Capital Management LLC | 8,613 | $1.85M | 0.59% | −80−0.9% | Reduced |
| Silvercrest Asset Management Group LLC | 8,581 | $1.85M | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 8,560 | $1.84M | 0.26% | +760+9.7% | Added |
| WBI Investments | 8,460 | $1.82M | 0.44% | −11,815−58.3% | Reduced |
| Cresset Asset Management, LLC | 8,354 | $1.80M | 0.01% | +20+0.2% | Added |
| Kentucky Retirement Systems | 8,131 | $1.75M | 0.05% | −775−8.7% | Reduced |
| Ieq Capital, LLC | 8,081 | $1.74M | 0.02% | +4,820+147.8% | Added |
| Sentry LLC | 7,948 | $1.71M | 0.33% | 00.0% | Unchanged |