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, Q4 2024
Institutional positions in Broadridge Financial Solutions, Inc. as of Dec 31, 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
- 1,054
- +53 vs. Q3 2024
- Shares held
- 104.4M
- +972.3K (+0.9%) vs. Q3 2024
- Total value
- $23.6B
- +$1.45B (+6.5%) vs. Q3 2024
- New holders
- 131
- 393 more added
- Sold out
- 78
- 339 more reduced
15 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Broadridge Financial Solutions, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 14,294,766 | $3.23B | 0.06% | +74,674+0.5% | Added |
| BlackRock, Inc. | 10,532,488 | $2.38B | 0.05% | +270,172+2.6% | Added |
| State Street Corp | 5,533,461 | $1.26B | 0.05% | +351,746+6.8% | Added |
| Morgan Stanley | 5,155,298 | $1.17B | 0.08% | −193,991−3.6% | Reduced |
| Price T Rowe Associates Inc | 3,560,316 | $805.0M | 0.09% | +1,186,555+50.0% | Added |
| Janus Henderson Group PLC | 3,180,849 | $719.2M | 0.37% | −55,944−1.7% | Reduced |
| Geode Capital Management, LLC | 3,037,015 | $685.0M | 0.05% | +37,141+1.2% | Added |
| T. Rowe Price Investment Management, Inc. | 2,495,407 | $564.2M | 0.35% | −167,692−6.3% | Reduced |
| Capital International Investors | 1,930,412 | $436.4M | 0.08% | −821,197−29.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,649,761 | $378.2M | 0.37% | +43,533+2.7% | Added |
| Barclays PLC | 1,648,527 | $372.7M | 0.18% | +40,506+2.5% | Added |
| Jensen Investment Management Inc | 1,622,179 | $366.8M | 3.32% | −21,036−1.3% | Reduced |
| Stifel Financial Corp | 1,615,131 | $365.2M | 0.38% | +20,716+1.3% | Added |
| APG Asset Management N.V. | 1,671,407 | $364.9M | 1.02% | −1,091,379−39.5% | Reduced |
| Northern Trust Corp | 1,604,783 | $362.8M | 0.05% | +314,323+24.4% | Added |
| Invesco Ltd. | 1,461,011 | $330.3M | 0.06% | +55,080+3.9% | Added |
| Wells Fargo & Company | 1,198,106 | $270.9M | 0.07% | −12,489−1.0% | Reduced |
| Bahl & Gaynor Inc | 1,129,824 | $255.4M | 1.35% | +29,483+2.7% | Added |
| Veritas Investment Partners (UK) Ltd. | 1,069,196 | $241.8M | 4.33% | −9,073−0.8% | Reduced |
| UBS Asset Management Americas Inc | 1,043,126 | $235.8M | 0.05% | +138,207+15.3% | Added |
| Dimensional Fund Advisors LP | 971,780 | $219.7M | 0.05% | +26,206+2.8% | Added |
| Macquarie Group Ltd | 958,993 | $215.8M | 0.26% | −31,755−3.2% | Reduced |
| Legal & General Group Plc | 949,317 | $214.6M | 0.06% | +76,320+8.7% | Added |
| Bank of New York Mellon Corp | 896,718 | $202.7M | 0.04% | +20,694+2.4% | Added |
| Fayez Sarofim & Co | 895,107 | $202.4M | 0.49% | +21,540+2.5% | Added |
| Franklin Resources Inc | 888,643 | $200.9M | 0.06% | −40,440−4.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 869,800 | $196.7M | 0.45% | +53,309+6.5% | Added |
| Goldman Sachs Group Inc | 838,727 | $189.6M | 0.04% | +139,466+19.9% | Added |
| Amundi | 728,335 | $167.1M | 0.06% | −174,726−19.3% | Reduced |
| Envestnet Asset Management Inc | 714,545 | $161.6M | 0.05% | +81,737+12.9% | Added |
| Charles Schwab Investment Management Inc | 684,789 | $154.8M | 0.03% | +23,376+3.5% | Added |
| Confluence Investment Management LLC | 632,216 | $142.9M | 1.98% | −10,174−1.6% | Reduced |
| Bank of America Corp | 596,533 | $134.9M | 0.01% | −97,074−14.0% | Reduced |
| California Public Employees Retirement System | 531,647 | $120.2M | 0.08% | −6,961−1.3% | Reduced |
| Baird Financial Group, Inc. | 524,744 | $118.6M | 0.23% | −38,807−6.9% | Reduced |
| Standard Life Aberdeen plc | 502,904 | $113.4M | 0.21% | −33,179−6.2% | Reduced |
| JPMorgan Chase & Co | 497,751 | $112.5M | 0.01% | +74,039+17.5% | Added |
| Alliancebernstein L.P. | 476,129 | $107.6M | 0.04% | +1,956+0.4% | Added |
| Norges Bank | 472,839 | $106.9M | 0.01% | +50,922+12.1% | Added |
| Deutsche Bank AG | 466,288 | $105.4M | 0.04% | +34,734+8.0% | Added |
| Raymond James Financial Inc | 462,055 | $104.5M | 0.04% | +462,055 | New |
| Parnassus Investments | 459,592 | $103.9M | 0.23% | −30,569−6.2% | Reduced |
| CIBC Private Wealth Group, LLC | 436,109 | $100.1M | 0.18% | −5,244−1.2% | Reduced |
| Rathbone Brothers plc | 439,492 | $99.4M | 0.48% | −330.0% | Reduced |
| CI Private Wealth, LLC | 437,171 | $99.2M | 0.16% | +392,695+882.9% | Added |
| UBS Group AG | 415,980 | $94.0M | 0.02% | +67,206+19.3% | Added |
| Nuveen Asset Management, LLC | 388,189 | $87.8M | 0.02% | −106,457−21.5% | Reduced |
| Boston Financial Mangement LLC | 387,849 | $87.7M | 2.65% | +4,003+1.0% | Added |
| Millennium Management LLC | 383,762 | $86.8M | 0.08% | +131,514+52.1% | Added |
| Earnest Partners LLC | 373,688 | $84.5M | 0.38% | −9,040−2.4% | Reduced |
| HSBC Holdings PLC | 334,079 | $75.5M | 0.05% | −39,076−10.5% | Reduced |
| Royal Bank of Canada | 333,649 | $75.4M | 0.02% | +92,365+38.3% | Added |
| Swiss National Bank | 330,100 | $74.6M | 0.05% | −20,700−5.9% | Reduced |
| Fenimore Asset Management Inc | 312,872 | $70.7M | 1.49% | −321−0.1% | Reduced |
| AQR Capital Management LLC | 293,443 | $66.3M | 0.09% | +43,874+17.6% | Added |
| Ninety One UK Ltd | 287,199 | $64.9M | 0.17% | −22,690−7.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 267,070 | $64.0M | 0.55% | −2,130−0.8% | Reduced |
| LPL Financial LLC | 279,536 | $63.2M | 0.03% | +9,056+3.3% | Added |
| Qube Research & Technologies Ltd | 267,033 | $60.4M | 0.10% | −138,420−34.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 262,159 | $59.3M | 0.04% | −3,281−1.2% | Reduced |
| King Luther Capital Management Corp | 255,989 | $57.9M | 0.25% | −1,870−0.7% | Reduced |
| American Century Companies Inc | 252,984 | $57.2M | 0.03% | +85,463+51.0% | Added |
| London Co of Virginia | 249,392 | $56.4M | 0.31% | −2,826−1.1% | Reduced |
| Schwartz Investment Counsel Inc | 247,350 | $55.9M | 2.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 245,884 | $55.6M | 0.04% | +47,006+23.6% | Added |
| TD Asset Management Inc | 245,367 | $55.5M | 0.05% | −11,061−4.3% | Reduced |
| Rhumbline Advisers | 244,795 | $55.3M | 0.05% | −6,214−2.5% | Reduced |
| First Trust Advisors LP | 240,682 | $54.4M | 0.05% | −30,446−11.2% | Reduced |
| Balyasny Asset Management LLC | 233,685 | $52.8M | 0.12% | +230,069+6,362.5% | Added |
| Mackenzie Financial Corp | 225,962 | $51.1M | 0.07% | −97,396−30.1% | Reduced |
| GW&K Investment Management, LLC | 222,366 | $50.3M | 0.43% | −5,205−2.3% | Reduced |
| Teacher Retirement System of Texas | 207,029 | $46.8M | 0.17% | +67,500+48.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 200,501 | $45.3M | 0.47% | −7,589−3.6% | Reduced |
| Anchor Capital Advisors LLC | 187,994 | $42.5M | 1.21% | −7,155−3.7% | Reduced |
| California State Teachers Retirement System | 180,918 | $40.9M | 0.05% | −22,028−10.9% | Reduced |
| Junto Capital Management LP | 164,344 | $37.2M | 0.74% | −45,793−21.8% | Reduced |
| Copeland Capital Management, LLC | 160,671 | $36.3M | 0.68% | −2,804−1.7% | Reduced |
| Principal Financial Group Inc | 157,673 | $35.6M | 0.02% | +280.0% | Added |
| National Pension Service | 157,214 | $35.5M | 0.03% | −9,585−5.7% | Reduced |
| Colony Group, LLC | 156,803 | $35.5M | 0.09% | +83,330+113.4% | Added |
| Citadel Advisors LLC | 156,155 | $35.3M | 0.03% | +104,218+200.7% | Added |
| Great West Life Assurance Co | 154,416 | $34.9M | 0.06% | +5,222+3.5% | Added |
| Ameriprise Financial Inc | 152,813 | $34.6M | 0.01% | +3,177+2.1% | Added |
| Bank of Montreal | 151,145 | $34.2M | 0.02% | +11,382+8.1% | Added |
| Benjamin Edwards Inc | 149,536 | $33.8M | 0.48% | +2,532+1.7% | Added |
| Worldquant Millennium Advisors LLC | 141,846 | $32.1M | 0.21% | +313+0.2% | Added |
| Zacks Investment Management | 133,805 | $30.3M | 0.28% | +133,805 | New |
| Public Employees Retirement Association of Colorado | 132,140 | $29.9M | 0.12% | −456−0.3% | Reduced |
| Dearborn Partners LLC | 129,385 | $29.3M | 1.23% | −2,112−1.6% | Reduced |
| Canada Pension Plan Investment Board | 123,001 | $27.8M | 0.03% | +4,102+3.4% | Added |
| Pinebridge Investments, L.P. | 122,911 | $27.8M | 0.21% | −90,034−42.3% | Reduced |
| HighTower Advisors, LLC | 121,742 | $27.5M | 0.04% | +1,881+1.6% | Added |
| Aviva PLC | 114,095 | $25.8M | 0.07% | −2,098−1.8% | Reduced |
| Bath Savings Trust Co | 114,082 | $25.8M | 2.62% | −120.0% | Reduced |
| Natixis Advisors, L.P. | 113,044 | $25.6M | 0.05% | +6,361+6.0% | Added |
| State Board of Administration of Florida Retirement System | 112,510 | $25.4M | 0.05% | −2,393−2.1% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 111,607 | $25.2M | 0.05% | +111,607 | New |
| Motley Fool Wealth Management, LLC | 109,640 | $24.8M | 1.28% | −5,129−4.5% | Reduced |
| Voya Investment Management LLC | 106,782 | $24.1M | 0.03% | −22,519−17.4% | Reduced |
| Wendell David Associates Inc | 104,992 | $23.7M | 2.35% | −1,165−1.1% | Reduced |