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 |
|---|---|---|---|---|---|
| Motley Fool Wealth Management, LLC | 98,286 | $23.8M | 1.41% | −11,354−10.4% | Reduced |
| National Bank of Canada | 100,290 | $24.3M | 0.03% | +32,969+49.0% | Added |
| Wendell David Associates Inc | 102,414 | $24.8M | 2.48% | −2,578−2.5% | Reduced |
| Dearborn Partners LLC | 102,720 | $24.9M | 1.20% | −26,665−20.6% | Reduced |
| Aptus Capital Advisors, LLC | 102,919 | $25.0M | 0.28% | +6,833+7.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 103,330 | $25.1M | 0.07% | +4,049+4.1% | Added |
| Royal London Asset Management Ltd | 107,969 | $26.2M | 0.06% | +5,613+5.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 111,877 | $27.1M | 0.08% | +16,339+17.1% | Added |
| State Board of Administration of Florida Retirement System | 112,510 | $27.3M | 0.05% | 00.0% | Unchanged |
| Bath Savings Trust Co | 112,893 | $27.4M | 2.83% | −1,189−1.0% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 113,026 | $27.4M | 0.05% | +1,419+1.3% | Added |
| Natixis Advisors, L.P. | 117,682 | $28.5M | 0.05% | +4,638+4.1% | Added |
| HighTower Advisors, LLC | 119,584 | $29.0M | 0.04% | −2,158−1.8% | Reduced |
| Bank of Montreal | 120,060 | $29.1M | 0.02% | −31,085−20.6% | Reduced |
| Adage Capital Partners GP, L.L.C. | 121,900 | $29.6M | 0.05% | +34,200+39.0% | Added |
| Standard Life Aberdeen plc | 123,654 | $29.6M | 0.06% | −379,250−75.4% | Reduced |
| Russell Investments Group, Ltd. | 125,879 | $30.5M | 0.04% | +49,744+65.3% | Added |
| Worldquant Millennium Advisors LLC | 128,987 | $31.3M | 0.20% | −12,859−9.1% | Reduced |
| Millennium Management LLC | 129,466 | $31.4M | 0.03% | −254,296−66.3% | Reduced |
| ASR Vermogensbeheer N.V. | 130,435 | $31.6M | 0.47% | +130,435 | New |
| Teacher Retirement System of Texas | 131,005 | $31.8M | 0.13% | −76,024−36.7% | Reduced |
| Public Employees Retirement Association of Colorado | 132,140 | $32.0M | 0.14% | 00.0% | Unchanged |
| Aviva PLC | 133,263 | $32.3M | 0.08% | +19,168+16.8% | Added |
| Citigroup Inc | 138,174 | $33.5M | 0.03% | +55,177+66.5% | Added |
| Zacks Investment Management | 138,394 | $33.6M | 0.31% | +4,589+3.4% | Added |
| Gillson Capital LP | 146,381 | $35.5M | 3.03% | +72,992+99.5% | Added |
| Great West Life Assurance Co | 151,873 | $36.9M | 0.06% | −2,543−1.6% | Reduced |
| Colony Group, LLC | 153,027 | $37.2M | 0.09% | −3,776−2.4% | Reduced |
| Nordea Investment Management AB | 156,516 | $37.5M | 0.04% | +83,117+113.2% | Added |
| BNP Paribas Arbitrage, SA | 165,810 | $40.2M | 0.03% | −80,074−32.6% | Reduced |
| National Pension Service | 170,469 | $41.3M | 0.04% | +13,255+8.4% | Added |
| Benjamin Edwards Inc | 174,198 | $42.2M | 0.59% | +24,662+16.5% | Added |
| Mackenzie Financial Corp | 176,321 | $42.8M | 0.06% | −49,641−22.0% | Reduced |
| California State Teachers Retirement System | 179,051 | $43.4M | 0.05% | −1,867−1.0% | Reduced |
| Canada Pension Plan Investment Board | 179,468 | $43.5M | 0.04% | +56,467+45.9% | Added |
| Anchor Capital Advisors LLC | 180,228 | $43.7M | 1.30% | −7,766−4.1% | Reduced |
| London Co of Virginia | 191,629 | $46.5M | 0.26% | −57,763−23.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 207,437 | $50.3M | 0.52% | +6,936+3.5% | Added |
| AQR Capital Management LLC | 211,104 | $50.5M | 0.05% | −82,339−28.1% | Reduced |
| GW&K Investment Management, LLC | 222,862 | $54.0M | 0.50% | +496+0.2% | Added |
| TD Asset Management Inc | 231,043 | $56.0M | 0.05% | −14,324−5.8% | Reduced |
| Assenagon Asset Management S.A. | 244,720 | $59.3M | 0.11% | +204,375+506.6% | Added |
| First Trust Advisors LP | 247,161 | $59.9M | 0.05% | +6,479+2.7% | Added |
| Schwartz Investment Counsel Inc | 247,350 | $60.0M | 2.06% | 00.0% | Unchanged |
| American Century Companies Inc | 252,207 | $61.2M | 0.04% | −777−0.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 261,566 | $61.8M | 0.60% | −5,504−2.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 260,849 | $63.2M | 0.04% | −1,310−0.5% | Reduced |
| Rhumbline Advisers | 261,855 | $63.5M | 0.06% | +17,060+7.0% | Added |
| Junto Capital Management LP | 264,411 | $64.1M | 1.47% | +100,067+60.9% | Added |
| King Luther Capital Management Corp | 265,380 | $64.3M | 0.30% | +9,391+3.7% | Added |
| Ninety One UK Ltd | 272,937 | $66.2M | 0.18% | −14,262−5.0% | Reduced |
| Qube Research & Technologies Ltd | 296,895 | $72.0M | 0.11% | +29,862+11.2% | Added |
| LPL Financial LLC | 303,204 | $73.5M | 0.03% | +23,668+8.5% | Added |
| Fenimore Asset Management Inc | 314,466 | $76.2M | 1.61% | +1,594+0.5% | Added |
| Royal Bank of Canada | 320,545 | $77.7M | 0.02% | −13,104−3.9% | Reduced |
| Citadel Advisors LLC | 324,056 | $78.6M | 0.08% | +167,901+107.5% | Added |
| Swiss National Bank | 329,700 | $79.9M | 0.06% | −400−0.1% | Reduced |
| HSBC Holdings PLC | 339,319 | $82.1M | 0.05% | +5,240+1.6% | Added |
| Earnest Partners LLC | 363,914 | $88.2M | 0.42% | −9,774−2.6% | Reduced |
| Nuveen, LLC | 377,156 | $91.4M | 0.03% | +377,156 | New |
| Raymond James Financial Inc | 391,483 | $94.9M | 0.04% | −70,572−15.3% | Reduced |
| Balyasny Asset Management LLC | 392,207 | $95.1M | 0.24% | +158,522+67.8% | Added |
| CIBC Private Wealth Group, LLC | 444,433 | $96.5M | 0.20% | +8,324+1.9% | Added |
| Principal Financial Group Inc | 404,830 | $98.2M | 0.06% | +247,157+156.8% | Added |
| Captrust Financial Advisors | 407,913 | $98.9M | 0.25% | +383,979+1,604.3% | Added |
| CI Private Wealth, LLC | 408,695 | $99.4M | 0.16% | −28,476−6.5% | Reduced |
| Rathbone Brothers plc | 437,438 | $106.1M | 0.51% | −2,054−0.5% | Reduced |
| Parnassus Investments | 438,481 | $106.3M | 0.26% | −21,111−4.6% | Reduced |
| Norges Bank | 459,353 | $111.4M | 0.02% | −13,486−2.9% | Reduced |
| Baird Financial Group, Inc. | 474,743 | $115.1M | 0.22% | −50,001−9.5% | Reduced |
| Deutsche Bank AG | 485,510 | $117.7M | 0.05% | +19,222+4.1% | Added |
| Alliancebernstein L.P. | 504,372 | $122.3M | 0.04% | +28,243+5.9% | Added |
| California Public Employees Retirement System | 514,381 | $124.7M | 0.09% | −17,266−3.2% | Reduced |
| UBS Group AG | 577,815 | $140.1M | 0.03% | +161,835+38.9% | Added |
| Confluence Investment Management LLC | 609,740 | $147.8M | 2.13% | −22,476−3.6% | Reduced |
| JPMorgan Chase & Co | 617,715 | $149.8M | 0.01% | +119,964+24.1% | Added |
| Envestnet Asset Management Inc | 648,036 | $157.1M | 0.05% | −66,509−9.3% | Reduced |
| Amundi | 663,261 | $159.1M | 0.06% | −65,074−8.9% | Reduced |
| Bank of America Corp | 684,939 | $166.1M | 0.01% | +88,406+14.8% | Added |
| Charles Schwab Investment Management Inc | 694,631 | $168.4M | 0.03% | +9,842+1.4% | Added |
| Goldman Sachs Group Inc | 726,591 | $176.2M | 0.03% | −112,136−13.4% | Reduced |
| Macquarie Group Ltd | 743,884 | $180.4M | 0.22% | −215,109−22.4% | Reduced |
| Franklin Resources Inc | 744,640 | $180.5M | 0.05% | −144,003−16.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 857,126 | $207.8M | 0.51% | −12,674−1.5% | Reduced |
| Bank of New York Mellon Corp | 870,051 | $211.0M | 0.04% | −26,667−3.0% | Reduced |
| Fayez Sarofim & Co | 891,590 | $216.2M | 0.54% | −3,517−0.4% | Reduced |
| Dimensional Fund Advisors LP | 990,168 | $240.0M | 0.06% | +18,388+1.9% | Added |
| Ameriprise Financial Inc | 1,035,938 | $251.5M | 0.07% | +883,125+577.9% | Added |
| UBS Asset Management Americas Inc | 1,076,761 | $261.1M | 0.07% | +33,635+3.2% | Added |
| Legal & General Group Plc | 1,089,307 | $264.1M | 0.07% | +139,990+14.7% | Added |
| Veritas Investment Partners (UK) Ltd. | 1,123,865 | $272.4M | 4.98% | +54,669+5.1% | Added |
| Bahl & Gaynor Inc | 1,168,351 | $283.3M | 1.44% | +38,527+3.4% | Added |
| Wells Fargo & Company | 1,191,627 | $288.9M | 0.07% | −6,479−0.5% | Reduced |
| Jensen Investment Management Inc | 1,386,609 | $336.2M | 3.72% | −235,570−14.5% | Reduced |
| Invesco Ltd. | 1,430,419 | $346.8M | 0.07% | −30,592−2.1% | Reduced |
| APG Asset Management N.V. | 1,626,390 | $365.1M | 1.13% | −45,017−2.7% | Reduced |
| Capital International Investors | 1,529,961 | $370.9M | 0.07% | −400,451−20.7% | Reduced |
| Northern Trust Corp | 1,573,327 | $381.5M | 0.06% | −31,456−2.0% | Reduced |
| Stifel Financial Corp | 1,575,038 | $381.9M | 0.41% | −40,093−2.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,689,607 | $409.7M | 0.38% | +39,846+2.4% | Added |