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, Q1 2025
Institutional positions in Broadridge Financial Solutions, Inc. as of Mar 31, 2025. 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
- 1,109
- +72 vs. Q4 2024
- Shares held
- 105.3M
- +1.75M (+1.7%) vs. Q4 2024
- Total value
- $25.5B
- +$2.06B (+8.8%) vs. Q4 2024
- New holders
- 127
- 389 more added
- Sold out
- 55
- 409 more reduced
17 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Broadridge Financial Solutions, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 14,733,147 | $3.57B | 0.06% | +438,381+3.1% | Added |
| BlackRock, Inc. | 10,554,399 | $2.56B | 0.05% | +21,911+0.2% | Added |
| State Street Corp | 5,607,093 | $1.36B | 0.06% | +73,632+1.3% | Added |
| Morgan Stanley | 5,088,843 | $1.23B | 0.09% | −66,455−1.3% | Reduced |
| Price T Rowe Associates Inc | 3,560,499 | $863.3M | 0.11% | +1830.0% | Added |
| Geode Capital Management, LLC | 3,155,855 | $762.9M | 0.06% | +118,840+3.9% | Added |
| Janus Henderson Group PLC | 3,085,177 | $732.8M | 0.40% | −95,672−3.0% | Reduced |
| T. Rowe Price Investment Management, Inc. | 2,241,986 | $543.6M | 0.36% | −253,421−10.2% | Reduced |
| Barclays PLC | 1,930,954 | $468.2M | 0.21% | +282,427+17.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,689,607 | $409.7M | 0.38% | +39,846+2.4% | Added |
| Stifel Financial Corp | 1,575,038 | $381.9M | 0.41% | −40,093−2.5% | Reduced |
| Northern Trust Corp | 1,573,327 | $381.5M | 0.06% | −31,456−2.0% | Reduced |
| Capital International Investors | 1,529,961 | $370.9M | 0.07% | −400,451−20.7% | Reduced |
| APG Asset Management N.V. | 1,626,390 | $365.1M | 1.13% | −45,017−2.7% | Reduced |
| Invesco Ltd. | 1,430,419 | $346.8M | 0.07% | −30,592−2.1% | Reduced |
| Jensen Investment Management Inc | 1,386,609 | $336.2M | 3.72% | −235,570−14.5% | Reduced |
| Wells Fargo & Company | 1,191,627 | $288.9M | 0.07% | −6,479−0.5% | Reduced |
| Bahl & Gaynor Inc | 1,168,351 | $283.3M | 1.44% | +38,527+3.4% | Added |
| Veritas Investment Partners (UK) Ltd. | 1,123,865 | $272.4M | 4.98% | +54,669+5.1% | Added |
| Legal & General Group Plc | 1,089,307 | $264.1M | 0.07% | +139,990+14.7% | Added |
| UBS Asset Management Americas Inc | 1,076,761 | $261.1M | 0.07% | +33,635+3.2% | Added |
| Ameriprise Financial Inc | 1,035,938 | $251.5M | 0.07% | +883,125+577.9% | Added |
| Dimensional Fund Advisors LP | 990,168 | $240.0M | 0.06% | +18,388+1.9% | Added |
| Fayez Sarofim & Co | 891,590 | $216.2M | 0.54% | −3,517−0.4% | Reduced |
| Bank of New York Mellon Corp | 870,051 | $211.0M | 0.04% | −26,667−3.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 857,126 | $207.8M | 0.51% | −12,674−1.5% | Reduced |
| Franklin Resources Inc | 744,640 | $180.5M | 0.05% | −144,003−16.2% | Reduced |
| Macquarie Group Ltd | 743,884 | $180.4M | 0.22% | −215,109−22.4% | Reduced |
| Goldman Sachs Group Inc | 726,591 | $176.2M | 0.03% | −112,136−13.4% | Reduced |
| Charles Schwab Investment Management Inc | 694,631 | $168.4M | 0.03% | +9,842+1.4% | Added |
| Bank of America Corp | 684,939 | $166.1M | 0.01% | +88,406+14.8% | Added |
| Amundi | 663,261 | $159.1M | 0.06% | −65,074−8.9% | Reduced |
| Envestnet Asset Management Inc | 648,036 | $157.1M | 0.05% | −66,509−9.3% | Reduced |
| JPMorgan Chase & Co | 617,715 | $149.8M | 0.01% | +119,964+24.1% | Added |
| Confluence Investment Management LLC | 609,740 | $147.8M | 2.13% | −22,476−3.6% | Reduced |
| UBS Group AG | 577,815 | $140.1M | 0.03% | +161,835+38.9% | Added |
| California Public Employees Retirement System | 514,381 | $124.7M | 0.09% | −17,266−3.2% | Reduced |
| Alliancebernstein L.P. | 504,372 | $122.3M | 0.04% | +28,243+5.9% | Added |
| Deutsche Bank AG | 485,510 | $117.7M | 0.05% | +19,222+4.1% | Added |
| Baird Financial Group, Inc. | 474,743 | $115.1M | 0.22% | −50,001−9.5% | Reduced |
| Norges Bank | 459,353 | $111.4M | 0.02% | −13,486−2.9% | Reduced |
| Parnassus Investments | 438,481 | $106.3M | 0.26% | −21,111−4.6% | Reduced |
| Rathbone Brothers plc | 437,438 | $106.1M | 0.51% | −2,054−0.5% | Reduced |
| CI Private Wealth, LLC | 408,695 | $99.4M | 0.16% | −28,476−6.5% | Reduced |
| Captrust Financial Advisors | 407,913 | $98.9M | 0.25% | +383,979+1,604.3% | Added |
| Principal Financial Group Inc | 404,830 | $98.2M | 0.06% | +247,157+156.8% | Added |
| CIBC Private Wealth Group, LLC | 444,433 | $96.5M | 0.20% | +8,324+1.9% | Added |
| Balyasny Asset Management LLC | 392,207 | $95.1M | 0.24% | +158,522+67.8% | Added |
| Raymond James Financial Inc | 391,483 | $94.9M | 0.04% | −70,572−15.3% | Reduced |
| Nuveen, LLC | 377,156 | $91.4M | 0.03% | +377,156 | New |
| Earnest Partners LLC | 363,914 | $88.2M | 0.42% | −9,774−2.6% | Reduced |
| HSBC Holdings PLC | 339,319 | $82.1M | 0.05% | +5,240+1.6% | Added |
| Swiss National Bank | 329,700 | $79.9M | 0.06% | −400−0.1% | Reduced |
| Citadel Advisors LLC | 324,056 | $78.6M | 0.08% | +167,901+107.5% | Added |
| Royal Bank of Canada | 320,545 | $77.7M | 0.02% | −13,104−3.9% | Reduced |
| Fenimore Asset Management Inc | 314,466 | $76.2M | 1.61% | +1,594+0.5% | Added |
| LPL Financial LLC | 303,204 | $73.5M | 0.03% | +23,668+8.5% | Added |
| Qube Research & Technologies Ltd | 296,895 | $72.0M | 0.11% | +29,862+11.2% | Added |
| Ninety One UK Ltd | 272,937 | $66.2M | 0.18% | −14,262−5.0% | Reduced |
| King Luther Capital Management Corp | 265,380 | $64.3M | 0.30% | +9,391+3.7% | Added |
| Junto Capital Management LP | 264,411 | $64.1M | 1.47% | +100,067+60.9% | Added |
| Rhumbline Advisers | 261,855 | $63.5M | 0.06% | +17,060+7.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 260,849 | $63.2M | 0.04% | −1,310−0.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 261,566 | $61.8M | 0.60% | −5,504−2.1% | Reduced |
| American Century Companies Inc | 252,207 | $61.2M | 0.04% | −777−0.3% | Reduced |
| Schwartz Investment Counsel Inc | 247,350 | $60.0M | 2.06% | 00.0% | Unchanged |
| First Trust Advisors LP | 247,161 | $59.9M | 0.05% | +6,479+2.7% | Added |
| Assenagon Asset Management S.A. | 244,720 | $59.3M | 0.11% | +204,375+506.6% | Added |
| TD Asset Management Inc | 231,043 | $56.0M | 0.05% | −14,324−5.8% | Reduced |
| GW&K Investment Management, LLC | 222,862 | $54.0M | 0.50% | +496+0.2% | Added |
| AQR Capital Management LLC | 211,104 | $50.5M | 0.05% | −82,339−28.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 207,437 | $50.3M | 0.52% | +6,936+3.5% | Added |
| London Co of Virginia | 191,629 | $46.5M | 0.26% | −57,763−23.2% | Reduced |
| Anchor Capital Advisors LLC | 180,228 | $43.7M | 1.30% | −7,766−4.1% | Reduced |
| Canada Pension Plan Investment Board | 179,468 | $43.5M | 0.04% | +56,467+45.9% | Added |
| California State Teachers Retirement System | 179,051 | $43.4M | 0.05% | −1,867−1.0% | Reduced |
| Mackenzie Financial Corp | 176,321 | $42.8M | 0.06% | −49,641−22.0% | Reduced |
| Benjamin Edwards Inc | 174,198 | $42.2M | 0.59% | +24,662+16.5% | Added |
| National Pension Service | 170,469 | $41.3M | 0.04% | +13,255+8.4% | Added |
| BNP Paribas Arbitrage, SA | 165,810 | $40.2M | 0.03% | −80,074−32.6% | Reduced |
| Nordea Investment Management AB | 156,516 | $37.5M | 0.04% | +83,117+113.2% | Added |
| Colony Group, LLC | 153,027 | $37.2M | 0.09% | −3,776−2.4% | Reduced |
| Great West Life Assurance Co | 151,873 | $36.9M | 0.06% | −2,543−1.6% | Reduced |
| Gillson Capital LP | 146,381 | $35.5M | 3.03% | +72,992+99.5% | Added |
| Zacks Investment Management | 138,394 | $33.6M | 0.31% | +4,589+3.4% | Added |
| Citigroup Inc | 138,174 | $33.5M | 0.03% | +55,177+66.5% | Added |
| Aviva PLC | 133,263 | $32.3M | 0.08% | +19,168+16.8% | Added |
| Public Employees Retirement Association of Colorado | 132,140 | $32.0M | 0.14% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 131,005 | $31.8M | 0.13% | −76,024−36.7% | Reduced |
| ASR Vermogensbeheer N.V. | 130,435 | $31.6M | 0.47% | +130,435 | New |
| Millennium Management LLC | 129,466 | $31.4M | 0.03% | −254,296−66.3% | Reduced |
| Worldquant Millennium Advisors LLC | 128,987 | $31.3M | 0.20% | −12,859−9.1% | Reduced |
| Russell Investments Group, Ltd. | 125,879 | $30.5M | 0.04% | +49,744+65.3% | Added |
| Standard Life Aberdeen plc | 123,654 | $29.6M | 0.06% | −379,250−75.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 121,900 | $29.6M | 0.05% | +34,200+39.0% | Added |
| Bank of Montreal | 120,060 | $29.1M | 0.02% | −31,085−20.6% | Reduced |
| HighTower Advisors, LLC | 119,584 | $29.0M | 0.04% | −2,158−1.8% | Reduced |
| Natixis Advisors, L.P. | 117,682 | $28.5M | 0.05% | +4,638+4.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 113,026 | $27.4M | 0.05% | +1,419+1.3% | Added |
| Bath Savings Trust Co | 112,893 | $27.4M | 2.83% | −1,189−1.0% | Reduced |