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 |
|---|---|---|---|---|---|
| New Mexico Educational Retirement Board | 5,550 | $1.25M | 0.04% | −200−3.5% | Reduced |
| NEOS Investment Management LLC | 5,632 | $1.27M | 0.03% | +1,242+28.3% | Added |
| Tower Research Capital LLC (TRC) | 5,642 | $1.28M | 0.03% | +2,872+103.7% | Added |
| Crawford Investment Counsel Inc | 5,731 | $1.30M | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 5,547 | $1.30M | 0.07% | +598+12.1% | Added |
| Koshinski Asset Management, Inc. | 5,790 | $1.31M | 0.11% | −50−0.9% | Reduced |
| Park Place Capital Corp | 5,831 | $1.32M | 0.37% | +1,391+31.3% | Added |
| Allspring Global Investments Holdings, LLC | 5,819 | $1.32M | 0.00% | −463−7.4% | Reduced |
| Bullock Wealth Management Group | 5,869 | $1.33M | 0.77% | −137−2.3% | Reduced |
| Spears Abacus Advisors LLC | 5,872 | $1.33M | 0.03% | −198−3.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 5,905 | $1.34M | 0.01% | +5,905 | New |
| EP Wealth Advisors, LLC | 5,964 | $1.35M | 0.01% | −264−4.2% | Reduced |
| TCTC Holdings, LLC | 5,979 | $1.35M | 0.05% | +52+0.9% | Added |
| PDT Partners, LLC | 6,040 | $1.37M | 0.12% | −9,135−60.2% | Reduced |
| SNS Financial Group, LLC | 6,114 | $1.39M | 0.14% | −571−8.5% | Reduced |
| Securian Asset Management, Inc | 6,157 | $1.39M | 0.04% | −200−3.1% | Reduced |
| Thrivent Financial for Lutherans | 6,210 | $1.40M | 0.00% | +6+0.1% | Added |
| Henshaw Capital LLC | 6,210 | $1.40M | 0.06% | +26+0.4% | Added |
| Centaurus Financial, Inc. | 6,242 | $1.41M | 0.09% | −808−11.5% | Reduced |
| Maryland State Retirement & Pension System | 6,252 | $1.41M | 0.03% | −418−6.3% | Reduced |
| Nicholson Wealth Management Group, LLC | 6,291 | $1.42M | 0.95% | +2,035+47.8% | Added |
| Louisiana State Employees Retirement System | 6,300 | $1.42M | 0.03% | −300−4.5% | Reduced |
| Principal Securities, Inc. | 6,566 | $1.48M | 0.03% | +228+3.6% | Added |
| Kesler, Norman & Wride, LLC | 6,654 | $1.50M | 0.32% | −630−8.6% | Reduced |
| Edgestream Partners, L.P. | 6,717 | $1.52M | 0.06% | +6,717 | New |
| Burling Wealth Partners, LLC | 6,748 | $1.53M | 0.31% | +6,748 | New |
| Dean Capital Management | 6,790 | $1.54M | 0.65% | +123+1.8% | Added |
| Dynasty Wealth Management, LLC | 6,795 | $1.54M | 0.03% | +471+7.4% | Added |
| Trueblood Wealth Management, LLC | 6,844 | $1.55M | 0.76% | +88+1.3% | Added |
| WBI Investments | 6,862 | $1.55M | 0.39% | −1,598−18.9% | Reduced |
| Welch & Forbes LLC | 6,912 | $1.56M | 0.02% | +30+0.4% | Added |
| Prescott Group Capital Management, L.L.C. | 7,000 | $1.58M | 0.21% | 00.0% | Unchanged |
| EFG Asset Management (Americas) Corp. | 7,031 | $1.59M | 0.31% | +164+2.4% | Added |
| Mount Lucas Management LP | 7,116 | $1.61M | 0.56% | −347−4.6% | Reduced |
| Vontobel Holding Ltd. | 7,121 | $1.61M | 0.01% | −299−4.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 7,044 | $1.61M | 0.02% | +972+16.0% | Added |
| Boyar Asset Management Inc. | 7,181 | $1.62M | 1.07% | +10.0% | Added |
| Hartford Investment Management Co | 7,198 | $1.63M | 0.05% | −139−1.9% | Reduced |
| Bessemer Group Inc | 7,322 | $1.66M | 0.00% | +172+2.4% | Added |
| Knollwood Investment Advisory, LLC | 7,385 | $1.67M | 0.17% | 00.0% | Unchanged |
| Avanza Fonder AB | 7,408 | $1.67M | 0.05% | +7,408 | New |
| CWM, LLC | 7,464 | $1.69M | 0.01% | +192+2.6% | Added |
| QRG Capital Management, Inc. | 7,682 | $1.74M | 0.02% | +389+5.3% | Added |
| Ostrum Asset Management | 7,747 | $1.75M | 0.15% | +2,791+56.3% | Added |
| Manning & Napier Advisors LLC | 7,752 | $1.75M | 0.02% | +7,752 | New |
| Illinois Municipal Retirement Fund | 7,761 | $1.75M | 0.02% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 7,863 | $1.78M | 0.03% | +1,959+33.2% | Added |
| Sentry LLC | 7,948 | $1.80M | 0.35% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 7,991 | $1.81M | 0.04% | +602+8.1% | Added |
| Kentucky Retirement Systems | 8,020 | $1.81M | 0.05% | −111−1.4% | Reduced |
| Hilton Capital Management, LLC | 8,084 | $1.83M | 0.16% | +348+4.5% | Added |
| Waterloo Capital, L.P. | 8,123 | $1.84M | 0.19% | +411+5.3% | Added |
| Lido Advisors, LLC | 8,258 | $1.87M | 0.01% | +2,726+49.3% | Added |
| Silvercrest Asset Management Group LLC | 8,381 | $1.89M | 0.01% | −200−2.3% | Reduced |
| Lee Financial Co | 8,435 | $1.91M | 0.27% | −125−1.5% | Reduced |
| Buckhead Capital Management LLC | 8,494 | $1.92M | 0.61% | −119−1.4% | Reduced |
| Laurion Capital Management LP | 8,500 | $1.92M | 0.12% | −9,264−52.2% | Reduced |
| Mirabaud Asset Management Ltd | 8,607 | $1.94M | 0.90% | +629+7.9% | Added |
| Naples Global Advisors, LLC | 8,685 | $1.97M | 0.18% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 8,730 | $1.97M | 0.05% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 8,728 | $1.97M | 0.02% | 00.0% | Unchanged |
| PGGM Investments | 9,021 | $2.04M | 0.03% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 9,229 | $2.09M | 0.05% | −96−1.0% | Reduced |
| Woodline Partners LP | 9,251 | $2.09M | 0.01% | +9,251 | New |
| Occudo Quantitative Strategies LP | 9,283 | $2.10M | 0.38% | +9,283 | New |
| Metis Global Partners, LLC | 9,307 | $2.10M | 0.06% | −879−8.6% | Reduced |
| Leavell Investment Management, Inc. | 9,271 | $2.10M | 0.10% | −249−2.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,520 | $2.15M | 0.02% | −1,272−11.8% | Reduced |
| Capitolis Liquid Global Markets LLC | 9,540 | $2.16M | 0.02% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 9,544 | $2.16M | 0.09% | +158+1.7% | Added |
| Quest Partners LLC | 9,635 | $2.18M | 0.29% | −832−7.9% | Reduced |
| First Citizens Bank & Trust Co | 9,819 | $2.22M | 0.04% | −319−3.1% | Reduced |
| Wealthfront Advisers LLC | 9,858 | $2.23M | 0.01% | +61+0.6% | Added |
| Concurrent Investment Advisors, LLC | 9,992 | $2.26M | 0.06% | +1,154+13.1% | Added |
| Regions Financial Corp | 10,014 | $2.26M | 0.02% | −302−2.9% | Reduced |
| Oregon Public Employees Retirement Fund | 10,025 | $2.27M | 0.04% | +70+0.7% | Added |
| Greenleaf Trust | 10,060 | $2.27M | 0.02% | +28+0.3% | Added |
| Kestra Advisory Services, LLC | 10,064 | $2.28M | 0.01% | +763+8.2% | Added |
| Lantz Financial LLC | 10,118 | $2.29M | 0.61% | +40.0% | Added |
| Park Avenue Securities LLC | 10,136 | $2.29M | 0.02% | +2,755+37.3% | Added |
| Mraz, Amerine & Associates, Inc. | 10,245 | $2.32M | 0.41% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 10,206 | $2.32M | 0.22% | +408+4.2% | Added |
| Siemens Fonds Invest GmbH | 10,319 | $2.33M | 0.24% | +990+10.6% | Added |
| Union Bancaire Privee, UBP SA | 10,284 | $2.33M | 0.04% | +10,284 | New |
| Wimmer Associates 1, LLC | 10,366 | $2.34M | 1.16% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 10,403 | $2.35M | 0.30% | +1,455+16.3% | Added |
| American Trust | 10,569 | $2.39M | 0.18% | +183+1.8% | Added |
| Aquatic Capital Management LLC | 10,586 | $2.39M | 0.06% | +10,586 | New |
| Schechter Investment Advisors, LLC | 10,662 | $2.41M | 0.18% | −7−0.1% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10,768 | $2.43M | 0.49% | +3,753+53.5% | Added |
| Rafferty Asset Management, LLC | 10,913 | $2.47M | 0.01% | +1,127+11.5% | Added |
| Squarepoint Ops LLC | 11,070 | $2.50M | 0.01% | +7,927+252.2% | Added |
| Mizuho Securities USA LLC | 11,078 | $2.50M | 0.05% | +3,510+46.4% | Added |
| Adviser Investments LLC | 11,080 | $2.51M | 0.03% | +4,215+61.4% | Added |
| Agf Management Ltd | 11,114 | $2.51M | 0.01% | +11,114 | New |
| Roundview Capital LLC | 11,138 | $2.52M | 0.18% | +401+3.7% | Added |
| Avantax Advisory Services, Inc. | 11,211 | $2.53M | 0.02% | −104−0.9% | Reduced |
| Castellan Group, LLC | 11,256 | $2.54M | 1.10% | −1,717−13.2% | Reduced |
| Bleakley Financial Group, LLC | 11,390 | $2.58M | 0.08% | −598−5.0% | Reduced |
| Assetmark, Inc | 11,440 | $2.59M | 0.01% | +10,773+1,615.1% | Added |