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 |
|---|---|---|---|---|---|
| MAI Capital Management | 33,891 | $7.66M | 0.06% | +22,005+185.1% | Added |
| Northstar Group, Inc. | 33,694 | $7.62M | 1.28% | +156+0.5% | Added |
| AdvisorShares Investments LLC | 33,620 | $7.60M | 1.47% | +4,394+15.0% | Added |
| Boston Trust Walden Corp | 33,425 | $7.56M | 0.05% | −60.0% | Reduced |
| O'Brien Greene & Co. Inc | 33,219 | $7.51M | 2.44% | −237−0.7% | Reduced |
| Rockefeller Capital Management L.P. | 32,637 | $7.38M | 0.02% | +2,080+6.8% | Added |
| Core Alternative Capital | 32,627 | $7.38M | 1.54% | −1,393−4.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 32,319 | $7.31M | 0.03% | +11,824+57.7% | Added |
| Aureus Asset Management, LLC | 31,923 | $7.22M | 0.47% | −397−1.2% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 31,888 | $7.21M | 0.63% | −64−0.2% | Reduced |
| Atria Investments LLC | 31,795 | $7.19M | 0.09% | +2,157+7.3% | Added |
| State of Michigan Retirement System | 31,760 | $7.18M | 0.04% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 31,310 | $7.07M | 0.04% | −9,608−23.5% | Reduced |
| Los Angeles Capital Management LLC | 31,269 | $7.07M | 0.03% | −1,439−4.4% | Reduced |
| Palmer Knight Co | 30,925 | $6.99M | 3.13% | +157+0.5% | Added |
| SEI Investments Co | 30,034 | $6.79M | 0.01% | +763+2.6% | Added |
| Lyell Wealth Management, LP | 29,977 | $6.78M | 0.61% | +10,334+52.6% | Added |
| Kestra Private Wealth Services, LLC | 29,837 | $6.75M | 0.11% | +2,535+9.3% | Added |
| Corebridge Financial, Inc. | 29,762 | $6.73M | 0.04% | −907−3.0% | Reduced |
| Integrated Wealth Concepts LLC | 29,541 | $6.68M | 0.08% | +4,591+18.4% | Added |
| TownSquare Capital, LLC | 29,316 | $6.63M | 0.07% | +4,470+18.0% | Added |
| Mariner, LLC | 29,271 | $6.62M | 0.01% | +4,238+16.9% | Added |
| Bell Asset Management Ltd | 28,962 | $6.55M | 1.19% | −260−0.9% | Reduced |
| Commonwealth Equity Services, LLC | 28,877 | $6.53M | 0.01% | +758+2.7% | Added |
| Great Lakes Advisors, LLC | 28,634 | $6.47M | 0.06% | −742−2.5% | Reduced |
| Cetera Investment Advisers | 28,285 | $6.40M | 0.01% | +4,605+19.4% | Added |
| IFM Investors Pty Ltd | 27,838 | $6.29M | 0.06% | −2,222−7.4% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 27,642 | $6.25M | 0.06% | −10,500−27.5% | Reduced |
| Brady Family Wealth, LLC | 27,613 | $6.24M | 1.92% | −961−3.4% | Reduced |
| Brown Advisory Inc | 27,369 | $6.19M | 0.01% | +102+0.4% | Added |
| DnB Asset Management AS | 26,566 | $6.01M | 0.03% | +45+0.2% | Added |
| Kovitz Investment Group Partners, LLC | 26,317 | $5.95M | 0.03% | +498+1.9% | Added |
| M&T Bank Corp | 26,320 | $5.95M | 0.02% | +95+0.4% | Added |
| Xponance, Inc. | 26,254 | $5.94M | 0.05% | +779+3.1% | Added |
| Axxcess Wealth Management, LLC | 25,994 | $5.88M | 0.15% | +58+0.2% | Added |
| Suncoast Equity Management | 25,926 | $5.86M | 0.65% | +781+3.1% | Added |
| Amalgamated Bank | 25,782 | $5.83M | 0.05% | −636−2.4% | Reduced |
| Federated Hermes, Inc. | 25,725 | $5.82M | 0.01% | +8,656+50.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 25,669 | $5.80M | 0.01% | +1,946+8.2% | Added |
| Czech National Bank | 25,344 | $5.73M | 0.05% | +1,570+6.6% | Added |
| Swedbank AB | 25,311 | $5.72M | 0.01% | +176+0.7% | Added |
| Retirement Systems of Alabama | 25,308 | $5.72M | 0.02% | −209−0.8% | Reduced |
| Voloridge Investment Management, LLC | 25,209 | $5.70M | 0.02% | −143,796−85.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 24,854 | $5.62M | 0.03% | −552−2.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 24,660 | $5.58M | 0.08% | −121−0.5% | Reduced |
| State of Tennessee, Treasury Department | 24,574 | $5.56M | 0.02% | +9,404+62.0% | Added |
| Level Four Advisory Services, LLC | 24,470 | $5.53M | 0.23% | +231+1.0% | Added |
| Ethic Inc. | 24,328 | $5.50M | 0.11% | +1,483+6.5% | Added |
| O'Shaughnessy Asset Management, LLC | 24,184 | $5.47M | 0.05% | +2,837+13.3% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 24,127 | $5.44M | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 23,934 | $5.41M | 0.02% | −11,078−31.6% | Reduced |
| Allianz Asset Management GmbH | 23,747 | $5.37M | 0.01% | −1,101−4.4% | Reduced |
| Creative Planning | 23,706 | $5.36M | 0.01% | +667+2.9% | Added |
| Independent Advisor Alliance | 23,634 | $5.34M | 0.07% | +798+3.5% | Added |
| Hamilton Point Investment Advisors, LLC | 23,217 | $5.27M | 0.95% | +432+1.9% | Added |
| Fifth Third Bancorp | 23,027 | $5.21M | 0.02% | −7,608−24.8% | Reduced |
| Brasada Capital Management, LP | 23,151 | $5.20M | 0.92% | −131−0.6% | Reduced |
| Cerity Partners LLC | 23,458 | $5.20M | 0.01% | +1,544+7.0% | Added |
| Unigestion Holding SA | 22,818 | $5.16M | 0.30% | +17,603+337.5% | Added |
| KBC Group NV | 22,493 | $5.09M | 0.01% | −3,638−13.9% | Reduced |
| British Columbia Investment Management Corp | 22,380 | $5.06M | 0.03% | +2,664+13.5% | Added |
| WSFS Capital Management, LLC | 22,313 | $5.04M | 0.27% | −192−0.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 21,814 | $4.93M | 0.02% | −297−1.3% | Reduced |
| Van Eck Associates Corp | 21,244 | $4.80M | 0.01% | +277+1.3% | Added |
| Pathstone Holdings, LLC | 20,670 | $4.68M | 0.02% | −121−0.6% | Reduced |
| Prana Capital Management, LP | 20,444 | $4.62M | 0.22% | +20,444 | New |
| First Hawaiian Bank | 20,369 | $4.61M | 0.15% | −400−1.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 20,258 | $4.58M | 0.01% | +865+4.5% | Added |
| Burney Co | 20,243 | $4.58M | 0.16% | +294+1.5% | Added |
| Griffin Asset Management, Inc. | 19,994 | $4.52M | 0.53% | −80−0.4% | Reduced |
| Security National Bank | 19,740 | $4.46M | 0.64% | −473−2.3% | Reduced |
| Westpac Banking Corp | 19,688 | $4.45M | 0.30% | +428+2.2% | Added |
| Sanctuary Advisors, LLC | 18,577 | $4.44M | 0.03% | +479+2.6% | Added |
| Parsons Capital Management Inc | 19,509 | $4.41M | 0.24% | −2,296−10.5% | Reduced |
| USS Investment Management Ltd | 19,492 | $4.41M | 0.03% | −4,213−17.8% | Reduced |
| ExodusPoint Capital Management, LP | 19,479 | $4.40M | 0.05% | −13,729−41.3% | Reduced |
| Utah Retirement Systems | 19,391 | $4.38M | 0.05% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 19,299 | $4.36M | 0.02% | −815−4.1% | Reduced |
| Occidental Asset Management, LLC | 19,276 | $4.36M | 0.68% | +1,223+6.8% | Added |
| Middleton & Co Inc | 19,210 | $4.34M | 0.48% | −120−0.6% | Reduced |
| Neuberger Berman Group LLC | 19,153 | $4.33M | 0.00% | −7,629−28.5% | Reduced |
| Yousif Capital Management, LLC | 19,066 | $4.31M | 0.05% | −318−1.6% | Reduced |
| GWM Advisors LLC | 18,899 | $4.27M | 0.03% | +956+5.3% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 18,880 | $4.27M | 0.27% | +3,827+25.4% | Added |
| CIBC World Markets Corp | 18,461 | $4.17M | 0.02% | +2,515+15.8% | Added |
| Tredje AP-fonden | 18,412 | $4.16M | 0.04% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 18,378 | $4.16M | 0.02% | +4,229+29.9% | Added |
| Woodley Farra Manion Portfolio Management Inc | 18,267 | $4.15M | 0.21% | +304+1.7% | Added |
| Stratos Wealth Partners, LTD. | 18,308 | $4.14M | 0.06% | +413+2.3% | Added |
| Signal Advisors Wealth, LLC | 18,196 | $4.13M | 0.47% | +3,699+25.5% | Added |
| Kensington Investment Counsel, LLC | 18,265 | $4.13M | 1.72% | +5,169+39.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 18,105 | $4.09M | 0.02% | +3,120+20.8% | Added |
| CIBC Asset Management Inc | 18,028 | $4.08M | 0.01% | +784+4.5% | Added |
| Capital International Inc | 18,004 | $4.07M | 0.05% | −8,086−31.0% | Reduced |
| Patton Fund Management, Inc. | 17,941 | $4.06M | 0.79% | −2,726−13.2% | Reduced |
| BDF-Gestion | 17,761 | $4.02M | 0.41% | −2,308−11.5% | Reduced |
| TrimTabs Asset Management, LLC | 17,741 | $4.01M | 0.53% | +5,580+45.9% | Added |
| Princeton Global Asset Management LLC | 17,710 | $4.00M | 0.75% | +238+1.4% | Added |
| Pacer Advisors, Inc. | 17,526 | $3.96M | 0.01% | −10,505−37.5% | Reduced |
| New York Life Investment Management LLC | 17,404 | $3.93M | 0.04% | +70+0.4% | Added |