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 |
|---|---|---|---|---|---|
| Independent Advisor Alliance | 23,634 | $5.34M | 0.07% | +798+3.5% | Added |
| Creative Planning | 23,706 | $5.36M | 0.01% | +667+2.9% | Added |
| Allianz Asset Management GmbH | 23,747 | $5.37M | 0.01% | −1,101−4.4% | Reduced |
| Captrust Financial Advisors | 23,934 | $5.41M | 0.02% | −11,078−31.6% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 24,127 | $5.44M | 0.02% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 24,184 | $5.47M | 0.05% | +2,837+13.3% | Added |
| Ethic Inc. | 24,328 | $5.50M | 0.11% | +1,483+6.5% | Added |
| Level Four Advisory Services, LLC | 24,470 | $5.53M | 0.23% | +231+1.0% | Added |
| State of Tennessee, Treasury Department | 24,574 | $5.56M | 0.02% | +9,404+62.0% | Added |
| Cullen/Frost Bankers, Inc. | 24,660 | $5.58M | 0.08% | −121−0.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 24,854 | $5.62M | 0.03% | −552−2.2% | Reduced |
| Voloridge Investment Management, LLC | 25,209 | $5.70M | 0.02% | −143,796−85.1% | Reduced |
| Retirement Systems of Alabama | 25,308 | $5.72M | 0.02% | −209−0.8% | Reduced |
| Swedbank AB | 25,311 | $5.72M | 0.01% | +176+0.7% | Added |
| Czech National Bank | 25,344 | $5.73M | 0.05% | +1,570+6.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 25,669 | $5.80M | 0.01% | +1,946+8.2% | Added |
| Federated Hermes, Inc. | 25,725 | $5.82M | 0.01% | +8,656+50.7% | Added |
| Amalgamated Bank | 25,782 | $5.83M | 0.05% | −636−2.4% | Reduced |
| Suncoast Equity Management | 25,926 | $5.86M | 0.65% | +781+3.1% | Added |
| Axxcess Wealth Management, LLC | 25,994 | $5.88M | 0.15% | +58+0.2% | Added |
| Xponance, Inc. | 26,254 | $5.94M | 0.05% | +779+3.1% | Added |
| M&T Bank Corp | 26,320 | $5.95M | 0.02% | +95+0.4% | Added |
| Kovitz Investment Group Partners, LLC | 26,317 | $5.95M | 0.03% | +498+1.9% | Added |
| DnB Asset Management AS | 26,566 | $6.01M | 0.03% | +45+0.2% | Added |
| Brown Advisory Inc | 27,369 | $6.19M | 0.01% | +102+0.4% | Added |
| Brady Family Wealth, LLC | 27,613 | $6.24M | 1.92% | −961−3.4% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 27,642 | $6.25M | 0.06% | −10,500−27.5% | Reduced |
| IFM Investors Pty Ltd | 27,838 | $6.29M | 0.06% | −2,222−7.4% | Reduced |
| Cetera Investment Advisers | 28,285 | $6.40M | 0.01% | +4,605+19.4% | Added |
| Great Lakes Advisors, LLC | 28,634 | $6.47M | 0.06% | −742−2.5% | Reduced |
| Commonwealth Equity Services, LLC | 28,877 | $6.53M | 0.01% | +758+2.7% | Added |
| Bell Asset Management Ltd | 28,962 | $6.55M | 1.19% | −260−0.9% | Reduced |
| Mariner, LLC | 29,271 | $6.62M | 0.01% | +4,238+16.9% | Added |
| TownSquare Capital, LLC | 29,316 | $6.63M | 0.07% | +4,470+18.0% | Added |
| Integrated Wealth Concepts LLC | 29,541 | $6.68M | 0.08% | +4,591+18.4% | Added |
| Corebridge Financial, Inc. | 29,762 | $6.73M | 0.04% | −907−3.0% | Reduced |
| Kestra Private Wealth Services, LLC | 29,837 | $6.75M | 0.11% | +2,535+9.3% | Added |
| Lyell Wealth Management, LP | 29,977 | $6.78M | 0.61% | +10,334+52.6% | Added |
| SEI Investments Co | 30,034 | $6.79M | 0.01% | +763+2.6% | Added |
| Palmer Knight Co | 30,925 | $6.99M | 3.13% | +157+0.5% | Added |
| Los Angeles Capital Management LLC | 31,269 | $7.07M | 0.03% | −1,439−4.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 31,310 | $7.07M | 0.04% | −9,608−23.5% | Reduced |
| State of Michigan Retirement System | 31,760 | $7.18M | 0.04% | 00.0% | Unchanged |
| Atria Investments LLC | 31,795 | $7.19M | 0.09% | +2,157+7.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 31,888 | $7.21M | 0.63% | −64−0.2% | Reduced |
| Aureus Asset Management, LLC | 31,923 | $7.22M | 0.47% | −397−1.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 32,319 | $7.31M | 0.03% | +11,824+57.7% | Added |
| Core Alternative Capital | 32,627 | $7.38M | 1.54% | −1,393−4.1% | Reduced |
| Rockefeller Capital Management L.P. | 32,637 | $7.38M | 0.02% | +2,080+6.8% | Added |
| O'Brien Greene & Co. Inc | 33,219 | $7.51M | 2.44% | −237−0.7% | Reduced |
| Boston Trust Walden Corp | 33,425 | $7.56M | 0.05% | −60.0% | Reduced |
| AdvisorShares Investments LLC | 33,620 | $7.60M | 1.47% | +4,394+15.0% | Added |
| Northstar Group, Inc. | 33,694 | $7.62M | 1.28% | +156+0.5% | Added |
| MAI Capital Management | 33,891 | $7.66M | 0.06% | +22,005+185.1% | Added |
| Arizona State Retirement System | 33,950 | $7.68M | 0.05% | +91+0.3% | Added |
| American Money Management, LLC | 34,114 | $7.71M | 1.50% | +121+0.4% | Added |
| Zevenbergen Capital Investments LLC | 34,140 | $7.72M | 0.16% | +130+0.4% | Added |
| Intech Investment Management LLC | 34,150 | $7.72M | 0.07% | −18,321−34.9% | Reduced |
| Nomura Asset Management Co Ltd | 34,555 | $7.81M | 0.02% | −942−2.7% | Reduced |
| Blair William & Co | 35,129 | $7.94M | 0.02% | +3,648+11.6% | Added |
| MetLife Investment Management | 35,652 | $8.06M | 0.04% | +434+1.2% | Added |
| Crown Oak Advisors, LLC | 36,376 | $8.22M | 4.23% | +3,553+10.8% | Added |
| Vision Capital Management, Inc. | 37,553 | $8.49M | 1.25% | −11,858−24.0% | Reduced |
| Handelsbanken Fonder AB | 37,935 | $8.58M | 0.03% | −126−0.3% | Reduced |
| Resona Asset Management Co.,Ltd. | 38,180 | $8.63M | 0.05% | −1,261−3.2% | Reduced |
| McCollum Christoferson Group LLC | 39,043 | $8.83M | 2.61% | −125−0.3% | Reduced |
| Schroder Investment Management Group | 39,584 | $8.93M | 0.01% | +1,378+3.6% | Added |
| Marks Group Wealth Management, Inc | 39,663 | $8.97M | 0.88% | −1,449−3.5% | Reduced |
| State of New Jersey Common Pension Fund D | 40,186 | $9.09M | 0.04% | −1,815−4.3% | Reduced |
| Assenagon Asset Management S.A. | 40,345 | $9.12M | 0.02% | −164,021−80.3% | Reduced |
| Motley Fool Asset Management LLC | 40,395 | $9.13M | 0.48% | −6,118−13.2% | Reduced |
| KLP Kapitalforvaltning AS | 40,400 | $9.16M | 0.04% | +40,400 | New |
| Santa Monica Partners LP | 40,793 | $9.22M | 4.98% | 00.0% | Unchanged |
| Lansforsakringar Fondforvaltning AB (publ) | 41,511 | $9.39M | 0.05% | +41,511 | New |
| Transform Wealth, LLC | 41,450 | $9.41M | 0.52% | +1,098+2.7% | Added |
| Gotham Asset Management, LLC | 41,790 | $9.45M | 0.09% | −6,129−12.8% | Reduced |
| New Age Alpha Advisors, LLC | 42,631 | $9.64M | 0.39% | +42,554+55,264.9% | Added |
| Capital Group Private Client Services, Inc. | 42,818 | $9.68M | 0.09% | −957−2.2% | Reduced |
| Nisa Investment Advisors, LLC | 43,113 | $9.79M | 0.04% | −24−0.1% | Reduced |
| Mattern Capital Management, LLC | 44,247 | $10.0M | 1.30% | +26+0.1% | Added |
| Diamond Hill Capital Management Inc | 44,449 | $10.0M | 0.04% | −3,793−7.9% | Reduced |
| Commerce Bank | 44,646 | $10.1M | 0.06% | −1,465−3.2% | Reduced |
| STRS Ohio | 45,500 | $10.3M | 0.04% | 00.0% | Unchanged |
| Comerica Bank | 45,771 | $10.3M | 0.04% | −32−0.1% | Reduced |
| Cyrus J. Lawrence, LLC | 45,796 | $10.4M | 2.00% | −143−0.3% | Reduced |
| Mn Services Vermogensbeheer B.V. | 45,830 | $10.4M | 0.07% | +700+1.6% | Added |
| Susquehanna Fundamental Investments, LLC | 46,633 | $10.5M | 0.18% | +46,633 | New |
| Susquehanna International Group, LLP | 46,761 | $10.6M | 0.02% | +23,106+97.7% | Added |
| Ensign Peak Advisors, Inc | 47,130 | $10.7M | 0.02% | −16,071−25.4% | Reduced |
| GHP Investment Advisors, Inc. | 47,168 | $10.7M | 0.50% | +6,036+14.7% | Added |
| MML Investors Services, LLC | 48,624 | $11.0M | 0.04% | +13,176+37.2% | Added |
| Victory Capital Management Inc | 48,700 | $11.0M | 0.01% | −2,036−4.0% | Reduced |
| Southernsun Asset Management, LLC | 48,729 | $11.0M | 1.37% | +552+1.1% | Added |
| ING Groep NV | 49,389 | $11.2M | 0.08% | −3,680−6.9% | Reduced |
| Prudential PLC | 49,743 | $11.2M | 0.06% | −7,821−13.6% | Reduced |
| Sienna Gestion | 50,843 | $11.5M | 0.78% | 00.0% | Unchanged |
| ProShare Advisors LLC | 51,115 | $11.6M | 0.03% | −3,842−7.0% | Reduced |
| The PNC Financial Services Group, Inc. | 51,205 | $11.6M | 0.01% | +1,257+2.5% | Added |
| Alley Investment Management Company, LLC | 51,661 | $11.7M | 1.48% | +148+0.3% | Added |
| Addenda Capital Inc. | 51,548 | $11.7M | 0.41% | +5,209+11.2% | Added |