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 |
|---|---|---|---|---|---|
| Sugarloaf Wealth Management, LLC | 17,315 | $3.91M | 0.74% | +27+0.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 17,107 | $3.87M | 0.04% | +17,107 | New |
| Long Road Investment Counsel, LLC | 17,100 | $3.87M | 1.58% | −200−1.2% | Reduced |
| Intrust Bank NA | 17,046 | $3.85M | 0.39% | −167−1.0% | Reduced |
| Groupe la Francaise | 16,856 | $3.79M | 0.10% | +16,856 | New |
| Shell Asset Management Co | 16,559 | $3.74M | 0.16% | −2,181−11.6% | Reduced |
| Advisor Group Holdings, Inc. | 20,368 | $3.74M | 0.01% | +1,941+10.5% | Added |
| 1832 Asset Management L.P. | 16,514 | $3.73M | 0.01% | +67+0.4% | Added |
| Investment Management Corp of Ontario | 16,458 | $3.72M | 0.12% | +1,732+11.8% | 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 |
| Quantinno Capital Management LP | 15,816 | $3.58M | 0.04% | +4,071+34.7% | Added |
| Bryn Mawr Trust Co | 15,780 | $3.57M | 0.06% | −635−3.9% | Reduced |
| D. E. Shaw & Co., Inc. | 15,512 | $3.51M | 0.00% | −4,816−23.7% | Reduced |
| Hantz Financial Services, Inc. | 15,472 | $3.50M | 0.06% | +10,668+222.1% | Added |
| Holocene Advisors, LP | 15,245 | $3.45M | 0.01% | +15,245 | New |
| Public Sector Pension Investment Board | 14,606 | $3.30M | 0.01% | +9,766+201.8% | Added |
| Generali Asset Management SPA SGR | 14,350 | $3.24M | 0.08% | +14,350 | New |
| Steward Partners Investment Advisory, LLC | 14,178 | $3.21M | 0.03% | +1,312+10.2% | Added |
| Verition Fund Management LLC | 14,140 | $3.20M | 0.02% | +3,326+30.8% | Added |
| Nissay Asset Management Corp | 14,105 | $3.19M | 0.02% | −165−1.2% | Reduced |
| First National Trust Co | 14,039 | $3.17M | 0.12% | −61−0.4% | Reduced |
| Allen Capital Group, LLC | 14,030 | $3.17M | 0.39% | +833+6.3% | Added |
| Mutual of America Capital Management LLC | 14,005 | $3.17M | 0.03% | −370−2.6% | Reduced |
| Toroso Investments, LLC | 13,852 | $3.13M | 0.03% | −1,448−9.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 13,794 | $3.12M | 0.03% | +299+2.2% | Added |
| Flputnam Investment Management Co | 13,777 | $3.11M | 0.06% | −366−2.6% | Reduced |
| Modern Wealth Management, LLC | 13,640 | $3.08M | 0.12% | +147+1.1% | Added |
| State of Alaska, Department of Revenue | 13,351 | $3.02M | 0.03% | −2,065−13.4% | Reduced |
| Mercer Global Advisors Inc | 13,296 | $3.01M | 0.01% | +1,635+14.0% | Added |
| Second Line Capital, LLC | 13,227 | $3.00M | 0.81% | +554+4.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 13,265 | $3.00M | 0.01% | −55−0.4% | Reduced |
| Advisory Services Network, LLC | 13,215 | $2.99M | 0.06% | −1,656−11.1% | Reduced |
| First National Advisers, LLC | 13,184 | $2.98M | 0.48% | −2,403−15.4% | Reduced |
| HBK Sorce Advisory LLC | 13,086 | $2.96M | 0.09% | +87+0.7% | Added |
| R.m.sincerbeaux Capital Management LLC | 12,900 | $2.92M | 1.75% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 12,845 | $2.90M | 0.04% | −47−0.4% | Reduced |
| Appleton Partners Inc | 12,835 | $2.90M | 0.21% | −366−2.8% | Reduced |
| Guardian Wealth Advisors, LLC | 12,810 | $2.90M | 0.23% | +1,815+16.5% | Added |
| Strengthening Families & Communities, LLC | 12,767 | $2.89M | 1.64% | +226+1.8% | Added |
| Pinnacle Associates Ltd | 12,702 | $2.87M | 0.04% | +2,648+26.3% | Added |
| Logan Capital Management Inc | 12,698 | $2.87M | 0.12% | −261−2.0% | Reduced |
| JustInvest LLC | 12,595 | $2.85M | 0.04% | +1,672+15.3% | Added |
| Coldstream Capital Management Inc | 12,571 | $2.84M | 0.06% | +959+8.3% | Added |
| Whittier Trust Co | 12,490 | $2.82M | 0.04% | +24+0.2% | Added |
| Dean Investment Associates, LLC | 12,334 | $2.79M | 0.40% | +535+4.5% | Added |
| Transcend Wealth Collective, LLC | 12,324 | $2.79M | 0.20% | +36+0.3% | Added |
| Northstar Asset Management Inc | 12,165 | $2.75M | 0.72% | +12,165 | New |
| Ieq Capital, LLC | 11,991 | $2.71M | 0.03% | +3,910+48.4% | Added |
| UniSuper Management Pty Ltd | 11,937 | $2.70M | 0.02% | +1,430+13.6% | Added |
| Tilia Fiduciary Partners, Inc. | 11,902 | $2.69M | 1.84% | +186+1.6% | Added |
| Elo Mutual Pension Insurance Co | 11,883 | $2.69M | 0.06% | +1,385+13.2% | Added |
| Zions Bancorporation, N.A. | 11,645 | $2.63M | 0.17% | +3,979+51.9% | Added |
| Kinneret Advisory, LLC | 11,592 | $2.63M | 0.25% | −540−4.5% | Reduced |
| Assetmark, Inc | 11,440 | $2.59M | 0.01% | +10,773+1,615.1% | Added |
| Bleakley Financial Group, LLC | 11,390 | $2.58M | 0.08% | −598−5.0% | Reduced |
| Castellan Group, LLC | 11,256 | $2.54M | 1.10% | −1,717−13.2% | Reduced |
| Avantax Advisory Services, Inc. | 11,211 | $2.53M | 0.02% | −104−0.9% | Reduced |
| Roundview Capital LLC | 11,138 | $2.52M | 0.18% | +401+3.7% | Added |
| Agf Management Ltd | 11,114 | $2.51M | 0.01% | +11,114 | New |
| Adviser Investments LLC | 11,080 | $2.51M | 0.03% | +4,215+61.4% | Added |
| Mizuho Securities USA LLC | 11,078 | $2.50M | 0.05% | +3,510+46.4% | Added |
| Squarepoint Ops LLC | 11,070 | $2.50M | 0.01% | +7,927+252.2% | Added |
| Rafferty Asset Management, LLC | 10,913 | $2.47M | 0.01% | +1,127+11.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10,768 | $2.43M | 0.49% | +3,753+53.5% | Added |
| Schechter Investment Advisors, LLC | 10,662 | $2.41M | 0.18% | −7−0.1% | Reduced |
| Aquatic Capital Management LLC | 10,586 | $2.39M | 0.06% | +10,586 | New |
| American Trust | 10,569 | $2.39M | 0.18% | +183+1.8% | Added |
| Linden Thomas Advisory Services, LLC | 10,403 | $2.35M | 0.30% | +1,455+16.3% | Added |
| Wimmer Associates 1, LLC | 10,366 | $2.34M | 1.16% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 10,284 | $2.33M | 0.04% | +10,284 | New |
| Siemens Fonds Invest GmbH | 10,319 | $2.33M | 0.24% | +990+10.6% | Added |
| Legacy Advisors, LLC | 10,206 | $2.32M | 0.22% | +408+4.2% | Added |
| Mraz, Amerine & Associates, Inc. | 10,245 | $2.32M | 0.41% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 10,136 | $2.29M | 0.02% | +2,755+37.3% | Added |
| Lantz Financial LLC | 10,118 | $2.29M | 0.61% | +40.0% | Added |
| Kestra Advisory Services, LLC | 10,064 | $2.28M | 0.01% | +763+8.2% | Added |
| Greenleaf Trust | 10,060 | $2.27M | 0.02% | +28+0.3% | Added |
| Oregon Public Employees Retirement Fund | 10,025 | $2.27M | 0.04% | +70+0.7% | Added |
| Regions Financial Corp | 10,014 | $2.26M | 0.02% | −302−2.9% | Reduced |
| Concurrent Investment Advisors, LLC | 9,992 | $2.26M | 0.06% | +1,154+13.1% | Added |
| Wealthfront Advisers LLC | 9,858 | $2.23M | 0.01% | +61+0.6% | Added |
| First Citizens Bank & Trust Co | 9,819 | $2.22M | 0.04% | −319−3.1% | Reduced |
| Quest Partners LLC | 9,635 | $2.18M | 0.29% | −832−7.9% | Reduced |
| Harbor Capital Advisors, Inc. | 9,544 | $2.16M | 0.09% | +158+1.7% | Added |
| Capitolis Liquid Global Markets LLC | 9,540 | $2.16M | 0.02% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,520 | $2.15M | 0.02% | −1,272−11.8% | Reduced |
| Leavell Investment Management, Inc. | 9,271 | $2.10M | 0.10% | −249−2.6% | Reduced |
| Metis Global Partners, LLC | 9,307 | $2.10M | 0.06% | −879−8.6% | Reduced |
| Occudo Quantitative Strategies LP | 9,283 | $2.10M | 0.38% | +9,283 | New |
| Woodline Partners LP | 9,251 | $2.09M | 0.01% | +9,251 | New |
| Gulf International Bank (UK) Ltd | 9,229 | $2.09M | 0.05% | −96−1.0% | Reduced |
| PGGM Investments | 9,021 | $2.04M | 0.03% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 8,728 | $1.97M | 0.02% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 8,730 | $1.97M | 0.05% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 8,685 | $1.97M | 0.18% | 00.0% | Unchanged |
| Mirabaud Asset Management Ltd | 8,607 | $1.94M | 0.90% | +629+7.9% | Added |
| Laurion Capital Management LP | 8,500 | $1.92M | 0.12% | −9,264−52.2% | Reduced |
| Buckhead Capital Management LLC | 8,494 | $1.92M | 0.61% | −119−1.4% | Reduced |
| Lee Financial Co | 8,435 | $1.91M | 0.27% | −125−1.5% | Reduced |