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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.

Institutional holdersQ1 2025: 1,109 institutions
Q1 2021: 771 institutionsQ2 2021: 787 institutionsQ3 2021: 791 institutionsQ4 2021: 821 institutionsQ1 2022: 777 institutionsQ2 2022: 764 institutionsQ3 2022: 791 institutionsQ4 2022: 785 institutionsQ1 2023: 793 institutionsQ2 2023: 817 institutionsQ3 2023: 854 institutionsQ4 2023: 921 institutionsQ1 2024: 940 institutionsQ2 2024: 930 institutionsQ3 2024: 1,016 institutionsQ4 2024: 1,054 institutionsQ1 2025: 1,109 institutionsQ2 2025: 1,098 institutionsQ3 2025: 1,105 institutionsQ4 2025: 1,136 institutionsQ1 2026: 1,064 institutionsQ2 2026: 1,023 institutions
Value heldQ1 2025: $25.5B
Q1 2021: $15.3BQ2 2021: $16.3BQ3 2021: $16.8BQ4 2021: $18.6BQ1 2022: $15.8BQ2 2022: $14.6BQ3 2022: $14.9BQ4 2022: $13.9BQ1 2023: $15.4BQ2 2023: $17.5BQ3 2023: $18.8BQ4 2023: $21.8BQ1 2024: $21.5BQ2 2024: $20.9BQ3 2024: $22.4BQ4 2024: $23.6BQ1 2025: $25.5BQ2 2025: $25.5BQ3 2025: $25.1BQ4 2025: $23.8BQ1 2026: $18.0BQ2 2026: $14.9B
Institutions holding BR and their total value by quarter
QuarterHoldersValue
Q2 20261,023$14.9B
Q1 20261,064$18.0B
Q4 20251,136$23.8B
Q3 20251,105$25.1B
Q2 20251,098$25.5B
Q1 20251,109$25.5B
Q4 20241,054$23.6B
Q3 20241,016$22.4B
Q2 2024930$20.9B
Q1 2024940$21.5B
Q4 2023921$21.8B
Q3 2023854$18.8B
Q2 2023817$17.5B
Q1 2023793$15.4B
Q4 2022785$13.9B
Q3 2022791$14.9B
Q2 2022764$14.6B
Q1 2022777$15.8B
Q4 2021821$18.6B
Q3 2021791$16.8B
Q2 2021787$16.3B
Q1 2021771$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.

Institutions holding BR in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Barclays PLC1,930,954$468.2M0.21%+282,427+17.1%Added
T. Rowe Price Investment Management, Inc.2,241,986$543.6M0.36%−253,421−10.2%Reduced
Janus Henderson Group PLC3,085,177$732.8M0.40%−95,672−3.0%Reduced
Geode Capital Management, LLC3,155,855$762.9M0.06%+118,840+3.9%Added
Price T Rowe Associates Inc3,560,499$863.3M0.11%+1830.0%Added
Morgan Stanley5,088,843$1.23B0.09%−66,455−1.3%Reduced
State Street Corp5,607,093$1.36B0.06%+73,632+1.3%Added
BlackRock, Inc.10,554,399$2.56B0.05%+21,911+0.2%Added
Vanguard Group Inc14,733,147$3.57B0.06%+438,381+3.1%Added
Proequities, Inc.0$00.00%−5,547−100.0%Sold out
Marshall Wace, LLP0$00.00%−89,036−100.0%Sold out
First Hawaiian Bank0$00.00%−20,369−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−19,479−100.0%Sold out
Patton Fund Management, Inc.0$00.00%−17,941−100.0%Sold out
TrimTabs Asset Management, LLC0$00.00%−17,741−100.0%Sold out
Holocene Advisors, LP0$00.00%−15,245−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−10,586−100.0%Sold out
Park Avenue Securities LLC0$00.00%−10,136−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−9,283−100.0%Sold out
Laurion Capital Management LP0$00.00%−8,500−100.0%Sold out
Mount Lucas Management LP0$00.00%−7,116−100.0%Sold out
Virtus ETF Advisers LLC0$00.00%−5,389−100.0%Sold out
Western Wealth Management, LLC0$00.00%−5,289−100.0%Sold out
Entropy Technologies, LP0$00.00%−4,581−100.0%Sold out
Tyche Wealth Partners LLC0$00.00%−3,453−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−2,616−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−2,447−100.0%Sold out
Quantbot Technologies LP0$00.00%−2,275−100.0%Sold out
Mindset Wealth Management, LLC0$00.00%−1,971−100.0%Sold out
Advisors Preferred, LLC0$00.00%−1,919−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−1,824−100.0%Sold out
Roehl & Yi Investment Advisors, LLC0$00.00%−1,811−100.0%Sold out
Argonautica Private Wealth Management, Inc0$00.00%−1,686−100.0%Sold out
Canada Post Corp Registered Pension Plan0$00.00%−1,600−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−1,490−100.0%Sold out
Mairs & Power Inc0$00.00%−1,350−100.0%Sold out
Nixon Peabody Trust Co0$00.00%−1,284−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−1,251−100.0%Sold out
Signature Estate & Investment Advisors LLC0$00.00%−1,194−100.0%Sold out
Samalin Investment Counsel, LLC0$00.00%−1,190−100.0%Sold out
Keystone Financial Services0$00.00%−1,187−100.0%Sold out
Maridea Wealth Management LLC0$00.00%−1,179−100.0%Sold out
Phillips Wealth Planners LLC0$00.00%−1,147−100.0%Sold out
Golden State Equity Partners0$00.00%−1,105−100.0%Sold out
Goldstein Advisors, LLC0$00.00%−962−100.0%Sold out
Symphony Financial, Ltd. Co.0$00.00%−923−100.0%Sold out
Fedenia Advisers LLC0$00.00%−645−100.0%Sold out
Oarsman Capital, Inc.0$00.00%−600−100.0%Sold out
Canopy Partners, LLC0$00.00%−415−100.0%Sold out
Intact Investment Management Inc.0$00.00%−300−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−245−100.0%Sold out
Stance Capital LLC0$00.00%−160−100.0%Sold out
Sound Income Strategies, LLC0$00.00%−100−100.0%Sold out
Fairfield Financial Advisors, LTD0$00.00%−80−100.0%Sold out
POM Investment Strategies, LLC0$00.00%−36−100.0%Sold out
First Financial Corp0$00.00%−30−100.0%Sold out
Coppell Advisory Solutions LLC0$00.00%−22−100.0%Sold out
C M Bidwell & Associates Ltd0$00.00%−18−100.0%Sold out
Headlands Technologies LLC0$00.00%−14−100.0%Sold out
Tucker Asset Management LLC0$00.00%−11−100.0%Sold out
New Wave Wealth Advisors LLC0$00.00%−9−100.0%Sold out
Talon Private Wealth, LLC0$00.00%−8−100.0%Sold out
Riverview Trust Co0$00.00%−4−100.0%Sold out
Sugar Maple Asset Management, LLC0$00.00%−2−100.0%Sold out
Nuveen Asset Management, LLC––––Not filed
Boston Financial Mangement LLC––––Not filed
Swedbank AB––––Not filed
Sugarloaf Wealth Management, LLC––––Not filed
Zions Bancorporation, N.A.––––Not filed
Avitas Wealth Management LLC––––Not filed
TrinityPoint Wealth, LLC––––Not filed
Global Retirement Partners, LLC––––Not filed
Wetherby Asset Management Inc––––Not filed
Vise Technologies, Inc.––––Not filed
Buckingham Capital Management, Inc.––––Not filed
Lake Street Advisors Group, LLC––––Not filed
AlphaCentric Advisors LLC––––Not filed
Cassady Schiller Wealth Management, LLC––––Not filed
Northwest Bank & Trust Co––––Not filed
WR Wealth Planners, LLC––––Not filed
Criterion Capital Advisors, LLC––––Not filed