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 |
|---|---|---|---|---|---|
| Asset Management One Co.,Ltd. | 51,969 | $11.8M | 0.04% | −392−0.7% | Reduced |
| Treasurer of the State of North Carolina | 52,870 | $12.0M | 0.05% | −19,150−26.6% | Reduced |
| US Bancorp | 55,441 | $12.5M | 0.02% | +171+0.3% | Added |
| DekaBank Deutsche Girozentrale | 55,970 | $12.5M | 0.02% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 56,034 | $12.7M | 0.44% | +1,035+1.9% | Added |
| Forsta Ap-Fonden | 56,400 | $12.8M | 0.09% | −2,900−4.9% | Reduced |
| Public Employees Retirement System of Ohio | 56,949 | $12.9M | 0.04% | −834−1.4% | Reduced |
| Swiss Life Asset Management Ltd | 58,334 | $13.2M | 0.10% | +4,440+8.2% | Added |
| Robeco Institutional Asset Management B.V. | 58,375 | $13.2M | 0.03% | −15,998−21.5% | Reduced |
| Crossmark Global Holdings, Inc. | 58,508 | $13.2M | 0.24% | −4,711−7.5% | Reduced |
| Washington Trust Co | 59,880 | $13.5M | 0.49% | −1,330−2.2% | Reduced |
| Prudential Financial Inc | 59,987 | $13.6M | 0.02% | −13,957−18.9% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 61,337 | $13.9M | 0.04% | −1,241−2.0% | Reduced |
| McRae Capital Management Inc | 61,589 | $13.9M | 2.73% | −610−1.0% | Reduced |
| Advisors Asset Management, Inc. | 62,471 | $14.1M | 0.26% | −1,270−2.0% | Reduced |
| Toronto Dominion Bank | 62,571 | $14.1M | 0.03% | +2,190+3.6% | Added |
| Running Oak Capital LLC | 64,290 | $14.5M | 1.90% | +3,457+5.7% | Added |
| First National Bank of Omaha | 64,577 | $14.6M | 0.95% | −1,139−1.7% | Reduced |
| Douglas Lane & Associates, LLC | 65,823 | $14.9M | 0.21% | −2,333−3.4% | Reduced |
| National Bank of Canada | 67,321 | $15.2M | 0.02% | −4,887−6.8% | Reduced |
| Andra AP-fonden | 69,500 | $15.7M | 0.25% | −83,600−54.6% | Reduced |
| AXA S.A. | 69,554 | $15.7M | 0.05% | +14,703+26.8% | Added |
| Manufacturers Life Insurance Company, The | 70,002 | $15.8M | 0.01% | −757−1.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 70,419 | $15.9M | 0.04% | −22,235−24.0% | Reduced |
| State of Wisconsin Investment Board | 71,189 | $16.1M | 0.04% | −2,026−2.8% | Reduced |
| Danske Bank A/S | 71,399 | $16.1M | 0.05% | +3,734+5.5% | Added |
| Truist Financial Corp | 72,224 | $16.3M | 0.03% | +18,225+33.8% | Added |
| Gillson Capital LP | 73,389 | $16.6M | 1.50% | +73,389 | New |
| Nordea Investment Management AB | 73,399 | $16.6M | 0.02% | −10,314−12.3% | Reduced |
| Walter Public Investments Inc. | 74,464 | $16.8M | 3.01% | +427+0.6% | Added |
| Kelly Lawrence W & Associates Inc | 74,692 | $16.9M | 3.94% | −50−0.1% | Reduced |
| Russell Investments Group, Ltd. | 76,135 | $17.2M | 0.02% | +6,430+9.2% | Added |
| New York State Common Retirement Fund | 76,916 | $17.4M | 0.02% | −3,037−3.8% | Reduced |
| Congress Wealth Management LLC | 77,242 | $17.5M | 0.24% | +3,151+4.3% | Added |
| Boston Private Wealth LLC | 77,377 | $17.5M | 0.33% | +77,377 | New |
| Pictet Asset Management Holding SA | 79,599 | $18.0M | 0.02% | +6,321+8.6% | Added |
| Citigroup Inc | 82,997 | $18.8M | 0.02% | −5,175−5.9% | Reduced |
| Congress Asset Management Co | 83,799 | $18.9M | 0.13% | +1,579+1.9% | Added |
| Alta Capital Management LLC | 84,358 | $19.1M | 1.14% | −1,787−2.1% | Reduced |
| Storebrand Asset Management AS | 84,445 | $19.1M | 0.06% | −45,066−34.8% | Reduced |
| FMR LLC | 85,325 | $19.3M | 0.00% | +5,131+6.4% | Added |
| Adage Capital Partners GP, L.L.C. | 87,700 | $19.8M | 0.03% | +22,700+34.9% | Added |
| Korea Investment CORP | 88,400 | $20.0M | 0.05% | +12,149+15.9% | Added |
| Marshall Wace, LLP | 89,036 | $20.1M | 0.03% | +89,036 | New |
| New York State Teachers Retirement System | 89,406 | $20.2M | 0.04% | −5,226−5.5% | Reduced |
| Nicholas Company, Inc. | 90,775 | $20.5M | 0.33% | −55−0.1% | Reduced |
| Bank of Nova Scotia | 95,177 | $21.5M | 0.04% | +77,169+428.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 95,538 | $21.6M | 0.06% | −260.0% | Reduced |
| Aptus Capital Advisors, LLC | 96,086 | $21.8M | 0.26% | +12,890+15.5% | Added |
| Geneva Capital Management LLC | 96,604 | $21.8M | 0.38% | −12,238−11.2% | Reduced |
| Credit Agricole S A | 98,519 | $22.3M | 0.08% | +16,396+20.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 99,281 | $22.4M | 0.06% | −6,216−5.9% | Reduced |
| Man Group plc | 100,202 | $22.7M | 0.07% | −3,955−3.8% | Reduced |
| Royal London Asset Management Ltd | 102,356 | $23.1M | 0.06% | +7,051+7.4% | Added |
| Wendell David Associates Inc | 104,992 | $23.7M | 2.35% | −1,165−1.1% | Reduced |
| Voya Investment Management LLC | 106,782 | $24.1M | 0.03% | −22,519−17.4% | Reduced |
| Motley Fool Wealth Management, LLC | 109,640 | $24.8M | 1.28% | −5,129−4.5% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 111,607 | $25.2M | 0.05% | +111,607 | New |
| State Board of Administration of Florida Retirement System | 112,510 | $25.4M | 0.05% | −2,393−2.1% | Reduced |
| Natixis Advisors, L.P. | 113,044 | $25.6M | 0.05% | +6,361+6.0% | Added |
| Bath Savings Trust Co | 114,082 | $25.8M | 2.62% | −120.0% | Reduced |
| Aviva PLC | 114,095 | $25.8M | 0.07% | −2,098−1.8% | Reduced |
| HighTower Advisors, LLC | 121,742 | $27.5M | 0.04% | +1,881+1.6% | Added |
| Pinebridge Investments, L.P. | 122,911 | $27.8M | 0.21% | −90,034−42.3% | Reduced |
| Canada Pension Plan Investment Board | 123,001 | $27.8M | 0.03% | +4,102+3.4% | Added |
| Dearborn Partners LLC | 129,385 | $29.3M | 1.23% | −2,112−1.6% | Reduced |
| Public Employees Retirement Association of Colorado | 132,140 | $29.9M | 0.12% | −456−0.3% | Reduced |
| Zacks Investment Management | 133,805 | $30.3M | 0.28% | +133,805 | New |
| Worldquant Millennium Advisors LLC | 141,846 | $32.1M | 0.21% | +313+0.2% | Added |
| Benjamin Edwards Inc | 149,536 | $33.8M | 0.48% | +2,532+1.7% | Added |
| Bank of Montreal | 151,145 | $34.2M | 0.02% | +11,382+8.1% | Added |
| Ameriprise Financial Inc | 152,813 | $34.6M | 0.01% | +3,177+2.1% | Added |
| Great West Life Assurance Co | 154,416 | $34.9M | 0.06% | +5,222+3.5% | Added |
| Citadel Advisors LLC | 156,155 | $35.3M | 0.03% | +104,218+200.7% | Added |
| Colony Group, LLC | 156,803 | $35.5M | 0.09% | +83,330+113.4% | Added |
| National Pension Service | 157,214 | $35.5M | 0.03% | −9,585−5.7% | Reduced |
| Principal Financial Group Inc | 157,673 | $35.6M | 0.02% | +280.0% | Added |
| Copeland Capital Management, LLC | 160,671 | $36.3M | 0.68% | −2,804−1.7% | Reduced |
| Junto Capital Management LP | 164,344 | $37.2M | 0.74% | −45,793−21.8% | Reduced |
| California State Teachers Retirement System | 180,918 | $40.9M | 0.05% | −22,028−10.9% | Reduced |
| Anchor Capital Advisors LLC | 187,994 | $42.5M | 1.21% | −7,155−3.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 200,501 | $45.3M | 0.47% | −7,589−3.6% | Reduced |
| Teacher Retirement System of Texas | 207,029 | $46.8M | 0.17% | +67,500+48.4% | Added |
| GW&K Investment Management, LLC | 222,366 | $50.3M | 0.43% | −5,205−2.3% | Reduced |
| Mackenzie Financial Corp | 225,962 | $51.1M | 0.07% | −97,396−30.1% | Reduced |
| Balyasny Asset Management LLC | 233,685 | $52.8M | 0.12% | +230,069+6,362.5% | Added |
| First Trust Advisors LP | 240,682 | $54.4M | 0.05% | −30,446−11.2% | Reduced |
| Rhumbline Advisers | 244,795 | $55.3M | 0.05% | −6,214−2.5% | Reduced |
| TD Asset Management Inc | 245,367 | $55.5M | 0.05% | −11,061−4.3% | Reduced |
| BNP Paribas Arbitrage, SA | 245,884 | $55.6M | 0.04% | +47,006+23.6% | Added |
| Schwartz Investment Counsel Inc | 247,350 | $55.9M | 2.01% | 00.0% | Unchanged |
| London Co of Virginia | 249,392 | $56.4M | 0.31% | −2,826−1.1% | Reduced |
| American Century Companies Inc | 252,984 | $57.2M | 0.03% | +85,463+51.0% | Added |
| King Luther Capital Management Corp | 255,989 | $57.9M | 0.25% | −1,870−0.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 262,159 | $59.3M | 0.04% | −3,281−1.2% | Reduced |
| Qube Research & Technologies Ltd | 267,033 | $60.4M | 0.10% | −138,420−34.1% | Reduced |
| LPL Financial LLC | 279,536 | $63.2M | 0.03% | +9,056+3.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 267,070 | $64.0M | 0.55% | −2,130−0.8% | Reduced |
| Ninety One UK Ltd | 287,199 | $64.9M | 0.17% | −22,690−7.3% | Reduced |
| AQR Capital Management LLC | 293,443 | $66.3M | 0.09% | +43,874+17.6% | Added |