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 |
|---|---|---|---|---|---|
| Boston Trust Walden Corp | 33,212 | $8.05M | 0.06% | −213−0.6% | Reduced |
| Allianz Asset Management GmbH | 33,780 | $8.19M | 0.01% | +10,033+42.2% | Added |
| Arizona State Retirement System | 33,803 | $8.20M | 0.05% | −147−0.4% | Reduced |
| American Money Management, LLC | 33,903 | $8.22M | 1.56% | −211−0.6% | Reduced |
| Northstar Group, Inc. | 34,194 | $8.29M | 1.34% | +500+1.5% | Added |
| Jump Financial, LLC | 34,565 | $8.38M | 0.13% | +32,545+1,611.1% | Added |
| Apollon Wealth Management, LLC | 34,790 | $8.44M | 0.19% | +26,799+335.4% | Added |
| Blair William & Co | 34,883 | $8.46M | 0.03% | −246−0.7% | Reduced |
| MetLife Investment Management | 35,048 | $8.50M | 0.05% | −604−1.7% | Reduced |
| Bank of Nova Scotia | 35,519 | $8.61M | 0.02% | −59,658−62.7% | Reduced |
| State of New Jersey Common Pension Fund D | 35,742 | $8.67M | 0.04% | −4,444−11.1% | Reduced |
| Gotham Asset Management, LLC | 35,774 | $8.67M | 0.07% | −6,016−14.4% | Reduced |
| Lyell Wealth Management, LP | 36,001 | $8.73M | 0.82% | +6,024+20.1% | Added |
| Schonfeld Strategic Advisors LLC | 36,021 | $8.73M | 0.06% | +30,116+510.0% | Added |
| Schroder Investment Management Group | 37,154 | $8.82M | 0.01% | −2,430−6.1% | Reduced |
| Mariner, LLC | 36,478 | $8.84M | 0.01% | +7,207+24.6% | Added |
| Nomura Asset Management Co Ltd | 36,611 | $8.88M | 0.03% | +2,056+5.9% | Added |
| Handelsbanken Fonder AB | 36,980 | $8.97M | 0.04% | −955−2.5% | Reduced |
| Vision Capital Management, Inc. | 37,644 | $9.13M | 1.32% | +91+0.2% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 37,826 | $9.17M | 0.06% | −3,685−8.9% | Reduced |
| Crown Oak Advisors, LLC | 37,848 | $9.18M | 4.64% | +1,472+4.0% | Added |
| Resona Asset Management Co.,Ltd. | 38,936 | $9.41M | 0.05% | +756+2.0% | Added |
| McCollum Christoferson Group LLC | 38,930 | $9.44M | 2.88% | −113−0.3% | Reduced |
| Motley Fool Asset Management LLC | 39,432 | $9.56M | 0.54% | −963−2.4% | Reduced |
| Marks Group Wealth Management, Inc | 39,476 | $9.57M | 0.92% | −187−0.5% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 39,753 | $9.64M | 0.77% | +20,873+110.6% | Added |
| KLP Kapitalforvaltning AS | 40,500 | $9.85M | 0.05% | +100+0.2% | Added |
| Santa Monica Partners LP | 40,793 | $9.89M | 5.42% | 00.0% | Unchanged |
| SEI Investments Co | 41,908 | $10.2M | 0.01% | +11,874+39.5% | Added |
| Mattern Capital Management, LLC | 42,153 | $10.2M | 1.30% | −2,094−4.7% | Reduced |
| Transform Wealth, LLC | 42,086 | $10.2M | 0.62% | +636+1.5% | Added |
| Mn Services Vermogensbeheer B.V. | 42,530 | $10.3M | 0.08% | −3,300−7.2% | Reduced |
| Nisa Investment Advisors, LLC | 42,849 | $10.4M | 0.05% | −264−0.6% | Reduced |
| Federated Hermes, Inc. | 43,397 | $10.5M | 0.02% | +17,672+68.7% | Added |
| Comerica Bank | 43,863 | $10.6M | 0.04% | −1,908−4.2% | Reduced |
| Prana Capital Management, LP | 44,370 | $10.8M | 0.44% | +23,926+117.0% | Added |
| ING Groep NV | 45,002 | $10.9M | 0.08% | −4,387−8.9% | Reduced |
| STRS Ohio | 45,500 | $11.0M | 0.05% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 45,721 | $11.1M | 0.02% | −1,409−3.0% | Reduced |
| MML Investors Services, LLC | 45,771 | $11.1M | 0.04% | −2,853−5.9% | Reduced |
| ProShare Advisors LLC | 46,486 | $11.3M | 0.03% | −4,629−9.1% | Reduced |
| Sienna Gestion | 48,038 | $11.3M | 0.93% | −2,805−5.5% | Reduced |
| Southernsun Asset Management, LLC | 47,444 | $11.5M | 1.67% | −1,285−2.6% | Reduced |
| Prudential PLC | 48,502 | $11.8M | 0.06% | −1,241−2.5% | Reduced |
| Quantinno Capital Management LP | 49,427 | $12.0M | 0.08% | +33,611+212.5% | Added |
| GHP Investment Advisors, Inc. | 51,093 | $12.4M | 0.60% | +3,925+8.3% | Added |
| The PNC Financial Services Group, Inc. | 51,304 | $12.4M | 0.01% | +99+0.2% | Added |
| Addenda Capital Inc. | 51,208 | $12.5M | 0.46% | −340−0.7% | Reduced |
| Alta Capital Management LLC | 51,467 | $12.5M | 0.81% | −32,891−39.0% | Reduced |
| Alley Investment Management Company, LLC | 51,733 | $12.5M | 1.57% | +72+0.1% | Added |
| Swiss Life Asset Management Ltd | 51,831 | $12.6M | 0.09% | −6,503−11.1% | Reduced |
| US Bancorp | 52,495 | $12.7M | 0.02% | −2,946−5.3% | Reduced |
| Asset Management One Co.,Ltd. | 53,528 | $13.0M | 0.04% | +1,559+3.0% | Added |
| Treasurer of the State of North Carolina | 53,590 | $13.0M | 0.05% | +720+1.4% | Added |
| Commerce Bank | 53,809 | $13.0M | 0.08% | +9,163+20.5% | Added |
| DekaBank Deutsche Girozentrale | 55,494 | $13.1M | 0.03% | −476−0.9% | Reduced |
| Boston Private Wealth LLC | 54,362 | $13.2M | 0.54% | −23,015−29.7% | Reduced |
| Forsta Ap-Fonden | 54,400 | $13.2M | 0.10% | −2,000−3.5% | Reduced |
| CIBC Asset Management Inc | 55,954 | $13.6M | 0.05% | +37,926+210.4% | Added |
| Waratah Capital Advisors Ltd. | 56,651 | $13.7M | 0.94% | +56,651 | New |
| Toronto Dominion Bank | 56,688 | $13.7M | 0.04% | −5,883−9.4% | Reduced |
| Danske Bank A/S | 57,365 | $13.9M | 0.04% | −14,034−19.7% | Reduced |
| FineMark National Bank & Trust | 57,526 | $13.9M | 0.51% | +1,492+2.7% | Added |
| Washington Trust Co | 58,376 | $14.2M | 0.54% | −1,504−2.5% | Reduced |
| Crossmark Global Holdings, Inc. | 59,412 | $14.4M | 0.25% | +904+1.5% | Added |
| Robeco Institutional Asset Management B.V. | 59,771 | $14.5M | 0.03% | +1,396+2.4% | Added |
| McRae Capital Management Inc | 59,929 | $14.5M | 3.06% | −1,660−2.7% | Reduced |
| Advisors Asset Management, Inc. | 60,550 | $14.7M | 0.28% | −1,921−3.1% | Reduced |
| Prudential Financial Inc | 60,738 | $14.7M | 0.02% | +751+1.3% | Added |
| Chevy Chase Trust Holdings, Inc. | 61,371 | $14.9M | 0.05% | +34+0.1% | Added |
| Douglas Lane & Associates, LLC | 62,475 | $15.1M | 0.22% | −3,348−5.1% | Reduced |
| First National Bank of Omaha | 62,885 | $15.2M | 1.04% | −1,692−2.6% | Reduced |
| Voya Investment Management LLC | 66,026 | $16.0M | 0.02% | −40,756−38.2% | Reduced |
| State of Wisconsin Investment Board | 66,306 | $16.1M | 0.04% | −4,883−6.9% | Reduced |
| Public Employees Retirement System of Ohio | 67,022 | $16.3M | 0.06% | +10,073+17.7% | Added |
| Running Oak Capital LLC | 67,855 | $16.5M | 1.99% | +3,565+5.5% | Added |
| Manufacturers Life Insurance Company, The | 68,246 | $16.5M | 0.02% | −1,756−2.5% | Reduced |
| Pinebridge Investments, L.P. | 68,526 | $16.6M | 0.14% | −54,385−44.2% | Reduced |
| Pictet Asset Management Holding SA | 69,445 | $16.8M | 0.02% | −10,154−12.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 72,625 | $17.6M | 0.05% | +2,206+3.1% | Added |
| Kelly Lawrence W & Associates Inc | 73,997 | $17.9M | 4.36% | −695−0.9% | Reduced |
| Andra AP-fonden | 74,000 | $17.9M | 0.29% | +4,500+6.5% | Added |
| Victory Capital Management Inc | 75,544 | $18.3M | 0.02% | +26,844+55.1% | Added |
| Credit Agricole S A | 79,207 | $19.2M | 0.07% | −19,312−19.6% | Reduced |
| Korea Investment CORP | 79,933 | $19.4M | 0.05% | −8,467−9.6% | Reduced |
| New York State Common Retirement Fund | 81,186 | $19.7M | 0.03% | +4,270+5.6% | Added |
| Nicholas Company, Inc. | 81,554 | $19.8M | 0.34% | −9,221−10.2% | Reduced |
| Congress Wealth Management LLC | 82,470 | $20.0M | 0.24% | +5,228+6.8% | Added |
| Congress Asset Management Co | 82,968 | $20.1M | 0.15% | −831−1.0% | Reduced |
| Storebrand Asset Management AS | 86,125 | $20.9M | 0.07% | +1,680+2.0% | Added |
| Walter Public Investments Inc. | 87,033 | $21.1M | 3.94% | +12,569+16.9% | Added |
| New York State Teachers Retirement System | 87,710 | $21.3M | 0.05% | −1,696−1.9% | Reduced |
| Susquehanna Fundamental Investments, LLC | 88,699 | $21.5M | 0.36% | +42,066+90.2% | Added |
| AXA S.A. | 90,227 | $21.9M | 0.07% | +20,673+29.7% | Added |
| Truist Financial Corp | 92,078 | $22.3M | 0.04% | +19,854+27.5% | Added |
| FMR LLC | 93,079 | $22.6M | 0.00% | +7,754+9.1% | Added |
| Man Group plc | 93,626 | $22.7M | 0.07% | −6,576−6.6% | Reduced |
| Geneva Capital Management LLC | 94,275 | $22.9M | 0.43% | −2,329−2.4% | Reduced |
| Copeland Capital Management, LLC | 94,725 | $23.0M | 0.46% | −65,946−41.0% | Reduced |
| Voloridge Investment Management, LLC | 97,113 | $23.5M | 0.09% | +71,904+285.2% | Added |