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 |
|---|---|---|---|---|---|
| Kinneret Advisory, LLC | 11,592 | $2.63M | 0.25% | −540−4.5% | Reduced |
| Zions Bancorporation, N.A. | 11,645 | $2.63M | 0.17% | +3,979+51.9% | Added |
| Elo Mutual Pension Insurance Co | 11,883 | $2.69M | 0.06% | +1,385+13.2% | Added |
| Tilia Fiduciary Partners, Inc. | 11,902 | $2.69M | 1.84% | +186+1.6% | Added |
| UniSuper Management Pty Ltd | 11,937 | $2.70M | 0.02% | +1,430+13.6% | Added |
| Ieq Capital, LLC | 11,991 | $2.71M | 0.03% | +3,910+48.4% | Added |
| Northstar Asset Management Inc | 12,165 | $2.75M | 0.72% | +12,165 | New |
| Transcend Wealth Collective, LLC | 12,324 | $2.79M | 0.20% | +36+0.3% | Added |
| Dean Investment Associates, LLC | 12,334 | $2.79M | 0.40% | +535+4.5% | Added |
| Whittier Trust Co | 12,490 | $2.82M | 0.04% | +24+0.2% | Added |
| Coldstream Capital Management Inc | 12,571 | $2.84M | 0.06% | +959+8.3% | Added |
| JustInvest LLC | 12,595 | $2.85M | 0.04% | +1,672+15.3% | Added |
| Logan Capital Management Inc | 12,698 | $2.87M | 0.12% | −261−2.0% | Reduced |
| Pinnacle Associates Ltd | 12,702 | $2.87M | 0.04% | +2,648+26.3% | Added |
| Strengthening Families & Communities, LLC | 12,767 | $2.89M | 1.64% | +226+1.8% | Added |
| Guardian Wealth Advisors, LLC | 12,810 | $2.90M | 0.23% | +1,815+16.5% | Added |
| Appleton Partners Inc | 12,835 | $2.90M | 0.21% | −366−2.8% | Reduced |
| Oppenheimer Asset Management Inc. | 12,845 | $2.90M | 0.04% | −47−0.4% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 12,900 | $2.92M | 1.75% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 13,086 | $2.96M | 0.09% | +87+0.7% | Added |
| First National Advisers, LLC | 13,184 | $2.98M | 0.48% | −2,403−15.4% | Reduced |
| Advisory Services Network, LLC | 13,215 | $2.99M | 0.06% | −1,656−11.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 13,265 | $3.00M | 0.01% | −55−0.4% | Reduced |
| Second Line Capital, LLC | 13,227 | $3.00M | 0.81% | +554+4.4% | Added |
| Mercer Global Advisors Inc | 13,296 | $3.01M | 0.01% | +1,635+14.0% | Added |
| State of Alaska, Department of Revenue | 13,351 | $3.02M | 0.03% | −2,065−13.4% | Reduced |
| Modern Wealth Management, LLC | 13,640 | $3.08M | 0.12% | +147+1.1% | Added |
| Flputnam Investment Management Co | 13,777 | $3.11M | 0.06% | −366−2.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 13,794 | $3.12M | 0.03% | +299+2.2% | Added |
| Toroso Investments, LLC | 13,852 | $3.13M | 0.03% | −1,448−9.5% | Reduced |
| Mutual of America Capital Management LLC | 14,005 | $3.17M | 0.03% | −370−2.6% | Reduced |
| Allen Capital Group, LLC | 14,030 | $3.17M | 0.39% | +833+6.3% | Added |
| First National Trust Co | 14,039 | $3.17M | 0.12% | −61−0.4% | Reduced |
| Nissay Asset Management Corp | 14,105 | $3.19M | 0.02% | −165−1.2% | Reduced |
| Verition Fund Management LLC | 14,140 | $3.20M | 0.02% | +3,326+30.8% | Added |
| Steward Partners Investment Advisory, LLC | 14,178 | $3.21M | 0.03% | +1,312+10.2% | Added |
| Generali Asset Management SPA SGR | 14,350 | $3.24M | 0.08% | +14,350 | New |
| Public Sector Pension Investment Board | 14,606 | $3.30M | 0.01% | +9,766+201.8% | Added |
| Holocene Advisors, LP | 15,245 | $3.45M | 0.01% | +15,245 | New |
| Hantz Financial Services, Inc. | 15,472 | $3.50M | 0.06% | +10,668+222.1% | Added |
| D. E. Shaw & Co., Inc. | 15,512 | $3.51M | 0.00% | −4,816−23.7% | Reduced |
| Bryn Mawr Trust Co | 15,780 | $3.57M | 0.06% | −635−3.9% | Reduced |
| Quantinno Capital Management LP | 15,816 | $3.58M | 0.04% | +4,071+34.7% | Added |
| Brinker Capital Investments, LLC | 16,227 | $3.67M | 0.04% | +18+0.1% | Added |
| Orion Portfolio Solutions, LLC | 16,227 | $3.67M | 0.04% | +18+0.1% | Added |
| Investment Management Corp of Ontario | 16,458 | $3.72M | 0.12% | +1,732+11.8% | Added |
| 1832 Asset Management L.P. | 16,514 | $3.73M | 0.01% | +67+0.4% | Added |
| Advisor Group Holdings, Inc. | 20,368 | $3.74M | 0.01% | +1,941+10.5% | Added |
| Shell Asset Management Co | 16,559 | $3.74M | 0.16% | −2,181−11.6% | Reduced |
| Groupe la Francaise | 16,856 | $3.79M | 0.10% | +16,856 | New |
| Intrust Bank NA | 17,046 | $3.85M | 0.39% | −167−1.0% | Reduced |
| Long Road Investment Counsel, LLC | 17,100 | $3.87M | 1.58% | −200−1.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 17,107 | $3.87M | 0.04% | +17,107 | New |
| Sugarloaf Wealth Management, LLC | 17,315 | $3.91M | 0.74% | +27+0.2% | Added |
| New York Life Investment Management LLC | 17,404 | $3.93M | 0.04% | +70+0.4% | Added |
| Pacer Advisors, Inc. | 17,526 | $3.96M | 0.01% | −10,505−37.5% | Reduced |
| Princeton Global Asset Management LLC | 17,710 | $4.00M | 0.75% | +238+1.4% | Added |
| TrimTabs Asset Management, LLC | 17,741 | $4.01M | 0.53% | +5,580+45.9% | Added |
| BDF-Gestion | 17,761 | $4.02M | 0.41% | −2,308−11.5% | Reduced |
| Patton Fund Management, Inc. | 17,941 | $4.06M | 0.79% | −2,726−13.2% | Reduced |
| Capital International Inc | 18,004 | $4.07M | 0.05% | −8,086−31.0% | Reduced |
| CIBC Asset Management Inc | 18,028 | $4.08M | 0.01% | +784+4.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 18,105 | $4.09M | 0.02% | +3,120+20.8% | Added |
| Kensington Investment Counsel, LLC | 18,265 | $4.13M | 1.72% | +5,169+39.5% | Added |
| Signal Advisors Wealth, LLC | 18,196 | $4.13M | 0.47% | +3,699+25.5% | Added |
| Stratos Wealth Partners, LTD. | 18,308 | $4.14M | 0.06% | +413+2.3% | Added |
| Woodley Farra Manion Portfolio Management Inc | 18,267 | $4.15M | 0.21% | +304+1.7% | Added |
| Candriam Luxembourg S.C.A. | 18,378 | $4.16M | 0.02% | +4,229+29.9% | Added |
| Tredje AP-fonden | 18,412 | $4.16M | 0.04% | 00.0% | Unchanged |
| CIBC World Markets Corp | 18,461 | $4.17M | 0.02% | +2,515+15.8% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 18,880 | $4.27M | 0.27% | +3,827+25.4% | Added |
| GWM Advisors LLC | 18,899 | $4.27M | 0.03% | +956+5.3% | Added |
| Yousif Capital Management, LLC | 19,066 | $4.31M | 0.05% | −318−1.6% | Reduced |
| Neuberger Berman Group LLC | 19,153 | $4.33M | 0.00% | −7,629−28.5% | Reduced |
| Middleton & Co Inc | 19,210 | $4.34M | 0.48% | −120−0.6% | Reduced |
| Occidental Asset Management, LLC | 19,276 | $4.36M | 0.68% | +1,223+6.8% | Added |
| Daiwa Securities Group Inc. | 19,299 | $4.36M | 0.02% | −815−4.1% | Reduced |
| Utah Retirement Systems | 19,391 | $4.38M | 0.05% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 19,479 | $4.40M | 0.05% | −13,729−41.3% | Reduced |
| USS Investment Management Ltd | 19,492 | $4.41M | 0.03% | −4,213−17.8% | Reduced |
| Parsons Capital Management Inc | 19,509 | $4.41M | 0.24% | −2,296−10.5% | Reduced |
| Sanctuary Advisors, LLC | 18,577 | $4.44M | 0.03% | +479+2.6% | Added |
| Westpac Banking Corp | 19,688 | $4.45M | 0.30% | +428+2.2% | Added |
| Security National Bank | 19,740 | $4.46M | 0.64% | −473−2.3% | Reduced |
| Griffin Asset Management, Inc. | 19,994 | $4.52M | 0.53% | −80−0.4% | Reduced |
| Burney Co | 20,243 | $4.58M | 0.16% | +294+1.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 20,258 | $4.58M | 0.01% | +865+4.5% | Added |
| First Hawaiian Bank | 20,369 | $4.61M | 0.15% | −400−1.9% | Reduced |
| Prana Capital Management, LP | 20,444 | $4.62M | 0.22% | +20,444 | New |
| Pathstone Holdings, LLC | 20,670 | $4.68M | 0.02% | −121−0.6% | Reduced |
| Van Eck Associates Corp | 21,244 | $4.80M | 0.01% | +277+1.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 21,814 | $4.93M | 0.02% | −297−1.3% | Reduced |
| WSFS Capital Management, LLC | 22,313 | $5.04M | 0.27% | −192−0.9% | Reduced |
| British Columbia Investment Management Corp | 22,380 | $5.06M | 0.03% | +2,664+13.5% | Added |
| KBC Group NV | 22,493 | $5.09M | 0.01% | −3,638−13.9% | Reduced |
| Unigestion Holding SA | 22,818 | $5.16M | 0.30% | +17,603+337.5% | Added |
| Cerity Partners LLC | 23,458 | $5.20M | 0.01% | +1,544+7.0% | Added |
| Brasada Capital Management, LP | 23,151 | $5.20M | 0.92% | −131−0.6% | Reduced |
| Fifth Third Bancorp | 23,027 | $5.21M | 0.02% | −7,608−24.8% | Reduced |
| Hamilton Point Investment Advisors, LLC | 23,217 | $5.27M | 0.95% | +432+1.9% | Added |