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 |
|---|---|---|---|---|---|
| Royal London Asset Management Ltd | 102,356 | $23.1M | 0.06% | +7,051+7.4% | Added |
| Man Group plc | 100,202 | $22.7M | 0.07% | −3,955−3.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 99,281 | $22.4M | 0.06% | −6,216−5.9% | Reduced |
| Credit Agricole S A | 98,519 | $22.3M | 0.08% | +16,396+20.0% | Added |
| Geneva Capital Management LLC | 96,604 | $21.8M | 0.38% | −12,238−11.2% | Reduced |
| Aptus Capital Advisors, LLC | 96,086 | $21.8M | 0.26% | +12,890+15.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 95,538 | $21.6M | 0.06% | −260.0% | Reduced |
| Bank of Nova Scotia | 95,177 | $21.5M | 0.04% | +77,169+428.5% | Added |
| Nicholas Company, Inc. | 90,775 | $20.5M | 0.33% | −55−0.1% | Reduced |
| New York State Teachers Retirement System | 89,406 | $20.2M | 0.04% | −5,226−5.5% | Reduced |
| Marshall Wace, LLP | 89,036 | $20.1M | 0.03% | +89,036 | New |
| Korea Investment CORP | 88,400 | $20.0M | 0.05% | +12,149+15.9% | Added |
| Adage Capital Partners GP, L.L.C. | 87,700 | $19.8M | 0.03% | +22,700+34.9% | Added |
| FMR LLC | 85,325 | $19.3M | 0.00% | +5,131+6.4% | Added |
| Storebrand Asset Management AS | 84,445 | $19.1M | 0.06% | −45,066−34.8% | Reduced |
| Alta Capital Management LLC | 84,358 | $19.1M | 1.14% | −1,787−2.1% | Reduced |
| Congress Asset Management Co | 83,799 | $18.9M | 0.13% | +1,579+1.9% | Added |
| Citigroup Inc | 82,997 | $18.8M | 0.02% | −5,175−5.9% | Reduced |
| Pictet Asset Management Holding SA | 79,599 | $18.0M | 0.02% | +6,321+8.6% | Added |
| Boston Private Wealth LLC | 77,377 | $17.5M | 0.33% | +77,377 | New |
| Congress Wealth Management LLC | 77,242 | $17.5M | 0.24% | +3,151+4.3% | Added |
| New York State Common Retirement Fund | 76,916 | $17.4M | 0.02% | −3,037−3.8% | Reduced |
| Russell Investments Group, Ltd. | 76,135 | $17.2M | 0.02% | +6,430+9.2% | Added |
| Kelly Lawrence W & Associates Inc | 74,692 | $16.9M | 3.94% | −50−0.1% | Reduced |
| Walter Public Investments Inc. | 74,464 | $16.8M | 3.01% | +427+0.6% | Added |
| Nordea Investment Management AB | 73,399 | $16.6M | 0.02% | −10,314−12.3% | Reduced |
| Gillson Capital LP | 73,389 | $16.6M | 1.50% | +73,389 | New |
| Truist Financial Corp | 72,224 | $16.3M | 0.03% | +18,225+33.8% | Added |
| Danske Bank A/S | 71,399 | $16.1M | 0.05% | +3,734+5.5% | Added |
| State of Wisconsin Investment Board | 71,189 | $16.1M | 0.04% | −2,026−2.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 70,419 | $15.9M | 0.04% | −22,235−24.0% | Reduced |
| Manufacturers Life Insurance Company, The | 70,002 | $15.8M | 0.01% | −757−1.1% | Reduced |
| AXA S.A. | 69,554 | $15.7M | 0.05% | +14,703+26.8% | Added |
| Andra AP-fonden | 69,500 | $15.7M | 0.25% | −83,600−54.6% | Reduced |
| National Bank of Canada | 67,321 | $15.2M | 0.02% | −4,887−6.8% | Reduced |
| Douglas Lane & Associates, LLC | 65,823 | $14.9M | 0.21% | −2,333−3.4% | Reduced |
| First National Bank of Omaha | 64,577 | $14.6M | 0.95% | −1,139−1.7% | Reduced |
| Running Oak Capital LLC | 64,290 | $14.5M | 1.90% | +3,457+5.7% | Added |
| Toronto Dominion Bank | 62,571 | $14.1M | 0.03% | +2,190+3.6% | Added |
| Advisors Asset Management, Inc. | 62,471 | $14.1M | 0.26% | −1,270−2.0% | Reduced |
| McRae Capital Management Inc | 61,589 | $13.9M | 2.73% | −610−1.0% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 61,337 | $13.9M | 0.04% | −1,241−2.0% | Reduced |
| Prudential Financial Inc | 59,987 | $13.6M | 0.02% | −13,957−18.9% | Reduced |
| Washington Trust Co | 59,880 | $13.5M | 0.49% | −1,330−2.2% | Reduced |
| Crossmark Global Holdings, Inc. | 58,508 | $13.2M | 0.24% | −4,711−7.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 58,375 | $13.2M | 0.03% | −15,998−21.5% | Reduced |
| Swiss Life Asset Management Ltd | 58,334 | $13.2M | 0.10% | +4,440+8.2% | Added |
| Public Employees Retirement System of Ohio | 56,949 | $12.9M | 0.04% | −834−1.4% | Reduced |
| Forsta Ap-Fonden | 56,400 | $12.8M | 0.09% | −2,900−4.9% | Reduced |
| FineMark National Bank & Trust | 56,034 | $12.7M | 0.44% | +1,035+1.9% | Added |
| DekaBank Deutsche Girozentrale | 55,970 | $12.5M | 0.02% | 00.0% | Unchanged |
| US Bancorp | 55,441 | $12.5M | 0.02% | +171+0.3% | Added |
| Treasurer of the State of North Carolina | 52,870 | $12.0M | 0.05% | −19,150−26.6% | Reduced |
| Asset Management One Co.,Ltd. | 51,969 | $11.8M | 0.04% | −392−0.7% | Reduced |
| Addenda Capital Inc. | 51,548 | $11.7M | 0.41% | +5,209+11.2% | Added |
| Alley Investment Management Company, LLC | 51,661 | $11.7M | 1.48% | +148+0.3% | Added |
| The PNC Financial Services Group, Inc. | 51,205 | $11.6M | 0.01% | +1,257+2.5% | Added |
| ProShare Advisors LLC | 51,115 | $11.6M | 0.03% | −3,842−7.0% | Reduced |
| Sienna Gestion | 50,843 | $11.5M | 0.78% | 00.0% | Unchanged |
| Prudential PLC | 49,743 | $11.2M | 0.06% | −7,821−13.6% | Reduced |
| ING Groep NV | 49,389 | $11.2M | 0.08% | −3,680−6.9% | Reduced |
| Southernsun Asset Management, LLC | 48,729 | $11.0M | 1.37% | +552+1.1% | Added |
| Victory Capital Management Inc | 48,700 | $11.0M | 0.01% | −2,036−4.0% | Reduced |
| MML Investors Services, LLC | 48,624 | $11.0M | 0.04% | +13,176+37.2% | Added |
| GHP Investment Advisors, Inc. | 47,168 | $10.7M | 0.50% | +6,036+14.7% | Added |
| Ensign Peak Advisors, Inc | 47,130 | $10.7M | 0.02% | −16,071−25.4% | Reduced |
| Susquehanna International Group, LLP | 46,761 | $10.6M | 0.02% | +23,106+97.7% | Added |
| Susquehanna Fundamental Investments, LLC | 46,633 | $10.5M | 0.18% | +46,633 | New |
| Mn Services Vermogensbeheer B.V. | 45,830 | $10.4M | 0.07% | +700+1.6% | Added |
| Cyrus J. Lawrence, LLC | 45,796 | $10.4M | 2.00% | −143−0.3% | Reduced |
| Comerica Bank | 45,771 | $10.3M | 0.04% | −32−0.1% | Reduced |
| STRS Ohio | 45,500 | $10.3M | 0.04% | 00.0% | Unchanged |
| Commerce Bank | 44,646 | $10.1M | 0.06% | −1,465−3.2% | Reduced |
| Diamond Hill Capital Management Inc | 44,449 | $10.0M | 0.04% | −3,793−7.9% | Reduced |
| Mattern Capital Management, LLC | 44,247 | $10.0M | 1.30% | +26+0.1% | Added |
| Nisa Investment Advisors, LLC | 43,113 | $9.79M | 0.04% | −24−0.1% | Reduced |
| Capital Group Private Client Services, Inc. | 42,818 | $9.68M | 0.09% | −957−2.2% | Reduced |
| New Age Alpha Advisors, LLC | 42,631 | $9.64M | 0.39% | +42,554+55,264.9% | Added |
| Gotham Asset Management, LLC | 41,790 | $9.45M | 0.09% | −6,129−12.8% | Reduced |
| Transform Wealth, LLC | 41,450 | $9.41M | 0.52% | +1,098+2.7% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 41,511 | $9.39M | 0.05% | +41,511 | New |
| Santa Monica Partners LP | 40,793 | $9.22M | 4.98% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 40,400 | $9.16M | 0.04% | +40,400 | New |
| Motley Fool Asset Management LLC | 40,395 | $9.13M | 0.48% | −6,118−13.2% | Reduced |
| Assenagon Asset Management S.A. | 40,345 | $9.12M | 0.02% | −164,021−80.3% | Reduced |
| State of New Jersey Common Pension Fund D | 40,186 | $9.09M | 0.04% | −1,815−4.3% | Reduced |
| Marks Group Wealth Management, Inc | 39,663 | $8.97M | 0.88% | −1,449−3.5% | Reduced |
| Schroder Investment Management Group | 39,584 | $8.93M | 0.01% | +1,378+3.6% | Added |
| McCollum Christoferson Group LLC | 39,043 | $8.83M | 2.61% | −125−0.3% | Reduced |
| Resona Asset Management Co.,Ltd. | 38,180 | $8.63M | 0.05% | −1,261−3.2% | Reduced |
| Handelsbanken Fonder AB | 37,935 | $8.58M | 0.03% | −126−0.3% | Reduced |
| Vision Capital Management, Inc. | 37,553 | $8.49M | 1.25% | −11,858−24.0% | Reduced |
| Crown Oak Advisors, LLC | 36,376 | $8.22M | 4.23% | +3,553+10.8% | Added |
| MetLife Investment Management | 35,652 | $8.06M | 0.04% | +434+1.2% | Added |
| Blair William & Co | 35,129 | $7.94M | 0.02% | +3,648+11.6% | Added |
| Nomura Asset Management Co Ltd | 34,555 | $7.81M | 0.02% | −942−2.7% | Reduced |
| Intech Investment Management LLC | 34,150 | $7.72M | 0.07% | −18,321−34.9% | Reduced |
| Zevenbergen Capital Investments LLC | 34,140 | $7.72M | 0.16% | +130+0.4% | Added |
| American Money Management, LLC | 34,114 | $7.71M | 1.50% | +121+0.4% | Added |
| Arizona State Retirement System | 33,950 | $7.68M | 0.05% | +91+0.3% | Added |