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 |
|---|---|---|---|---|---|
| Mirabaud Asset Management Ltd | 7,978 | $1.69M | 0.70% | +1,698+27.0% | Added |
| Illinois Municipal Retirement Fund | 7,761 | $1.67M | 0.02% | 00.0% | Unchanged |
| Hilton Capital Management, LLC | 7,736 | $1.66M | 0.13% | −401−4.9% | Reduced |
| Waterloo Capital, L.P. | 7,712 | $1.66M | 0.18% | +257+3.4% | Added |
| Zions Bancorporation, N.A. | 7,666 | $1.65M | 0.12% | +1,058+16.0% | Added |
| iA Global Asset Management Inc. | 7,606 | $1.64M | 0.03% | +6,183+434.5% | Added |
| Mizuho Securities USA LLC | 7,568 | $1.63M | 0.03% | −1,543−16.9% | Reduced |
| Mount Lucas Management LP | 7,463 | $1.60M | 0.55% | −5,611−42.9% | Reduced |
| Vontobel Holding Ltd. | 7,420 | $1.60M | 0.01% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 7,389 | $1.59M | 0.04% | −361−4.7% | Reduced |
| Knollwood Investment Advisory, LLC | 7,385 | $1.59M | 0.17% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 7,381 | $1.59M | 0.02% | −862−10.5% | Reduced |
| Hartford Investment Management Co | 7,337 | $1.58M | 0.05% | −252−3.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 7,319 | $1.57M | 0.03% | +889+13.8% | Added |
| QRG Capital Management, Inc. | 7,293 | $1.57M | 0.02% | +498+7.3% | Added |
| Kesler, Norman & Wride, LLC | 7,284 | $1.57M | 0.31% | −488−6.3% | Reduced |
| Centiva Capital, LP | 7,274 | $1.56M | 0.07% | +7,274 | New |
| CWM, LLC | 7,272 | $1.56M | 0.01% | +231+3.3% | Added |
| Northwestern Mutual Wealth Management Co | 7,245 | $1.56M | 0.00% | +11+0.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 7,200 | $1.55M | 0.00% | +7,200 | New |
| Boyar Asset Management Inc. | 7,180 | $1.54M | 0.99% | 00.0% | Unchanged |
| Bessemer Group Inc | 7,150 | $1.54M | 0.00% | +222+3.2% | Added |
| Legacy Capital Wealth Partners, LLC | 7,107 | $1.53M | 0.31% | +3,216+82.7% | Added |
| Centaurus Financial, Inc. | 7,050 | $1.52M | 0.10% | +876+14.2% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 7,015 | $1.51M | 0.42% | +467+7.1% | Added |
| Prescott Group Capital Management, L.L.C. | 7,000 | $1.51M | 0.22% | +2,000+40.0% | Added |
| Welch & Forbes LLC | 6,882 | $1.48M | 0.02% | 00.0% | Unchanged |
| Inceptionr LLC | 6,880 | $1.48M | 0.36% | +4,218+158.5% | Added |
| EFG Asset Management (Americas) Corp. | 6,867 | $1.48M | 0.29% | −269−3.8% | Reduced |
| Adviser Investments LLC | 6,865 | $1.48M | 0.02% | −10.0% | Reduced |
| Trueblood Wealth Management, LLC | 6,756 | $1.45M | 0.73% | −14−0.2% | Reduced |
| Neo Ivy Capital Management | 6,744 | $1.45M | 0.47% | +6,744 | New |
| SNS Financial Group, LLC | 6,685 | $1.44M | 0.14% | −125−1.8% | Reduced |
| Vinva Investment Management Ltd | 6,771 | $1.44M | 0.06% | +2,269+50.4% | Added |
| Maryland State Retirement & Pension System | 6,670 | $1.43M | 0.03% | −2,378−26.3% | Reduced |
| Dean Capital Management | 6,667 | $1.43M | 0.61% | +6,667 | New |
| Raymond James Trust N.A. | 6,615 | $1.42M | 0.03% | −30.0% | Reduced |
| Axq Capital, LP | 6,603 | $1.42M | 0.43% | +6,603 | New |
| Louisiana State Employees Retirement System | 6,600 | $1.42M | 0.03% | −100−1.5% | Reduced |
| Qsemble Capital Management, LP | 6,565 | $1.41M | 0.26% | +6,565 | New |
| Securian Asset Management, Inc | 6,357 | $1.37M | 0.04% | −400−5.9% | Reduced |
| Principal Securities, Inc. | 6,338 | $1.36M | 0.03% | −1,127−15.1% | Reduced |
| Dynasty Wealth Management, LLC | 6,324 | $1.36M | 0.04% | −66−1.0% | Reduced |
| SpiderRock Advisors, LLC | 6,309 | $1.36M | 0.03% | +2,925+86.4% | Added |
| Allspring Global Investments Holdings, LLC | 6,282 | $1.35M | 0.00% | −881−12.3% | Reduced |
| EP Wealth Advisors, LLC | 6,228 | $1.34M | 0.01% | −2,334−27.3% | Reduced |
| Thrivent Financial for Lutherans | 6,204 | $1.33M | 0.00% | +1,219+24.5% | Added |
| Henshaw Capital LLC | 6,184 | $1.33M | 0.06% | −1,441−18.9% | Reduced |
| New England Research & Management, Inc. | 6,129 | $1.32M | 0.62% | −551−8.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 6,072 | $1.31M | 0.03% | +2,417+66.1% | Added |
| Spears Abacus Advisors LLC | 6,070 | $1.31M | 0.03% | −590−8.9% | Reduced |
| Brevan Howard Capital Management LP | 6,021 | $1.29M | 0.06% | +6,021 | New |
| Bullock Wealth Management Group | 6,006 | $1.29M | 0.78% | +196+3.4% | Added |
| NBC Securities, Inc. | 5,951 | $1.28M | 0.11% | +45+0.8% | Added |
| TCTC Holdings, LLC | 5,927 | $1.27M | 0.04% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 5,907 | $1.27M | 0.07% | +5,907 | New |
| Merit Financial Group, LLC | 5,904 | $1.27M | 0.03% | −834−12.4% | Reduced |
| Koshinski Asset Management, Inc. | 5,840 | $1.26M | 0.11% | −151−2.5% | Reduced |
| Donoghue Forlines LLC | 5,821 | $1.25M | 0.36% | −4,817−45.3% | Reduced |
| Oak Thistle LLC | 5,821 | $1.25M | 0.41% | +5,821 | New |
| New Mexico Educational Retirement Board | 5,750 | $1.24M | 0.04% | −200−3.4% | Reduced |
| Crawford Investment Counsel Inc | 5,731 | $1.23M | 0.02% | 00.0% | Unchanged |
| Lido Advisors, LLC | 5,532 | $1.19M | 0.01% | +92+1.7% | Added |
| Catalyst Capital Advisors LLC | 5,366 | $1.15M | 0.03% | −661−11.0% | Reduced |
| Avitas Wealth Management LLC | 5,250 | $1.13M | 0.16% | +5,250 | New |
| Unigestion Holding SA | 5,215 | $1.12M | 0.05% | +880+20.3% | Added |
| E. Ohman J:or Asset Management AB | 5,100 | $1.10M | 0.03% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 5,083 | $1.09M | 0.03% | −93−1.8% | Reduced |
| Norinchukin Bank, The | 5,000 | $1.08M | 0.03% | +770+18.2% | Added |
| Proequities, Inc. | 4,949 | $1.07M | 0.06% | +44+0.9% | Added |
| Ostrum Asset Management | 4,956 | $1.07M | 0.09% | +126+2.6% | Added |
| Montag & Caldwell, LLC | 4,951 | $1.06M | 0.22% | +10+0.2% | Added |
| Johnson Investment Counsel Inc | 4,934 | $1.06M | 0.01% | −66−1.3% | Reduced |
| Tiaa Trust, National Association | 4,929 | $1.06M | 0.00% | −424−7.9% | Reduced |
| Oppenheimer & Co Inc | 4,847 | $1.04M | 0.02% | +180+3.9% | Added |
| Public Sector Pension Investment Board | 4,840 | $1.04M | 0.01% | +200+4.3% | Added |
| RSM US Wealth Management LLC | 4,812 | $1.04M | 0.02% | +110+2.3% | Added |
| Hantz Financial Services, Inc. | 4,804 | $1.03M | 0.02% | −192−3.8% | Reduced |
| Veriti Management LLC | 4,795 | $1.03M | 0.06% | +864+22.0% | Added |
| FORA Capital, LLC | 4,635 | $996.7K | 0.12% | +66+1.4% | Added |
| Lecap Asset Management Ltd | 4,592 | $987.4K | 0.21% | +4,592 | New |
| Summit Financial, LLC | 4,511 | $973.9K | 0.04% | −113−2.4% | Reduced |
| Fiduciary Trust Co | 4,475 | $962.2K | 0.01% | +61+1.4% | Added |
| Park Place Capital Corp | 4,440 | $954.8K | 0.27% | +1,238+38.7% | Added |
| PFG Investments, LLC | 4,423 | $951.1K | 0.06% | +1,438+48.2% | Added |
| HighPoint Advisor Group LLC | 4,524 | $950.9K | 0.06% | +59+1.3% | Added |
| Hilltop Holdings Inc. | 4,420 | $950.4K | 0.06% | +576+15.0% | Added |
| Glenmede Trust Co NA | 4,419 | $950.2K | 0.00% | +143+3.3% | Added |
| NewEdge Wealth, LLC | 4,397 | $945.5K | 0.02% | −47−1.1% | Reduced |
| NEOS Investment Management LLC | 4,390 | $944.0K | 0.03% | +812+22.7% | Added |
| CIBC World Markets Inc. | 4,332 | $932.0K | 0.00% | +786+22.2% | Added |
| DT Investment Partners, LLC | 4,272 | $918.6K | 0.07% | 00.0% | Unchanged |
| Nicholson Wealth Management Group, LLC | 4,256 | $915.2K | 0.75% | +4,256 | New |
| Pensionmark Financial Group, LLC | 4,229 | $909.4K | 0.03% | +416+10.9% | Added |
| Clarus Group, Inc. | 4,189 | $900.7K | 0.38% | +1,344+47.2% | Added |
| Vestmark Advisory Solutions, Inc. | 4,155 | $893.5K | 0.03% | −137−3.2% | Reduced |
| CAPROCK Group, Inc. | 4,113 | $888.2K | 0.03% | +440+12.0% | Added |
| Omers Administration Corp | 4,084 | $878.2K | 0.01% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 4,064 | $873.9K | 0.70% | −465−10.3% | Reduced |
| Biltmore Family Office, LLC | 4,015 | $866.9K | 0.15% | +15+0.4% | Added |