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 |
|---|---|---|---|---|---|
| DT Investment Partners, LLC | 3,870 | $938.3K | 0.09% | −402−9.4% | Reduced |
| Panagora Asset Management Inc | 3,879 | $940.5K | 0.00% | −387−9.1% | Reduced |
| Penserra Capital Management LLC | 3,918 | $949.0K | 0.02% | +3,078+366.4% | Added |
| Ashton Thomas Private Wealth, LLC | 3,914 | $952.4K | 0.04% | −6−0.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 3,939 | $955.0K | 0.03% | +494+14.3% | Added |
| Empowered Funds, LLC | 3,957 | $959.4K | 0.01% | +1,160+41.5% | Added |
| Oppenheimer & Co Inc | 3,985 | $966.2K | 0.01% | +109+2.8% | Added |
| Bank Ozk | 4,000 | $969.8K | 0.40% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 4,000 | $969.8K | 0.29% | +602+17.7% | Added |
| Biltmore Family Office, LLC | 4,015 | $977.0K | 0.17% | 00.0% | Unchanged |
| Empirical Finance, LLC | 4,038 | $979.1K | 0.06% | +120+3.1% | Added |
| J. Safra Sarasin Holding AG | 4,044 | $980.5K | 0.02% | −706−14.9% | Reduced |
| GAMMA Investing LLC | 4,083 | $990.0K | 0.07% | +901+28.3% | Added |
| Jones Financial Companies LLLP | 4,172 | $992.1K | 0.00% | +819+24.4% | Added |
| Wall Street Access Asset Management, LLC | 4,095 | $992.9K | 0.40% | +81+2.0% | Added |
| Quadrant Capital Group LLC | 4,138 | $1.00M | 0.04% | +776+23.1% | Added |
| Dakota Wealth Management | 4,150 | $1.01M | 0.02% | +4,150 | New |
| Hilltop Holdings Inc. | 4,186 | $1.01M | 0.06% | −414−9.0% | Reduced |
| Omers Administration Corp | 4,225 | $1.02M | 0.01% | −699−14.2% | Reduced |
| PFG Investments, LLC | 4,238 | $1.03M | 0.07% | +20.0% | Added |
| NewEdge Wealth, LLC | 4,268 | $1.03M | 0.02% | −136−3.1% | Reduced |
| Eukles Asset Management | 4,291 | $1.04M | 0.46% | +614+16.7% | Added |
| RSM US Wealth Management LLC | 4,296 | $1.05M | 0.02% | −503−10.5% | Reduced |
| LVW Advisors, LLC | 4,372 | $1.06M | 0.13% | +401+10.1% | Added |
| Capital International Inc | 4,453 | $1.08M | 0.01% | −13,551−75.3% | Reduced |
| Tiaa Trust, National Association | 4,511 | $1.09M | 0.00% | −355−7.3% | Reduced |
| Menard Financial Group LLC | 4,725 | $1.10M | 0.72% | +639+15.6% | Added |
| Montag & Caldwell, LLC | 4,730 | $1.15M | 0.27% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 4,750 | $1.15M | 0.01% | −3,631−43.3% | Reduced |
| Great Lakes Advisors, LLC | 4,752 | $1.15M | 0.01% | −23,882−83.4% | Reduced |
| Atomi Financial Group, Inc. | 4,780 | $1.16M | 0.05% | +676+16.5% | Added |
| AG2R la Mondiale Gestion D'Actifs | 4,793 | $1.16M | 0.06% | +4,793 | New |
| Harbor Capital Advisors, Inc. | 4,842 | $1.17M | 0.05% | −4,702−49.3% | Reduced |
| HighPoint Advisor Group LLC | 4,956 | $1.19M | 0.07% | +118+2.4% | Added |
| Twinbeech Capital LP | 4,940 | $1.20M | 0.02% | +4,940 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 4,969 | $1.21M | 0.01% | +744+17.6% | Added |
| Allstate Corp | 4,971 | $1.21M | 0.04% | +1,381+38.5% | Added |
| Savant Capital, LLC | 4,973 | $1.21M | 0.01% | +1,418+39.9% | Added |
| Lord & Richards Wealth Management, LLC | 4,998 | $1.21M | 1.37% | +2,615+109.7% | Added |
| Vident Advisory, LLC | 5,034 | $1.22M | 0.02% | +1,835+57.4% | Added |
| Oak Thistle LLC | 5,084 | $1.23M | 0.25% | −405−7.4% | Reduced |
| Johnson Investment Counsel Inc | 5,084 | $1.23M | 0.01% | +141+2.9% | Added |
| Tower Research Capital LLC (TRC) | 5,102 | $1.24M | 0.04% | −540−9.6% | Reduced |
| Prospera Financial Services Inc | 5,131 | $1.24M | 0.03% | −44−0.9% | Reduced |
| Achmea Investment Management B.V. | 5,198 | $1.26M | 0.02% | −56−1.1% | Reduced |
| Tributary Capital Management, LLC | 5,205 | $1.26M | 0.11% | +202+4.0% | Added |
| HB Wealth Management, LLC | 5,206 | $1.26M | 0.01% | +2,249+76.1% | Added |
| Catalyst Capital Advisors LLC | 5,352 | $1.30M | 0.03% | +260+5.1% | Added |
| New Mexico Educational Retirement Board | 5,450 | $1.32M | 0.05% | −100−1.8% | Reduced |
| E. Ohman J:or Asset Management AB | 5,450 | $1.32M | 0.04% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 5,473 | $1.33M | 0.03% | −779−12.5% | Reduced |
| Callan Family Office, LLC | 5,503 | $1.33M | 0.10% | −3−0.1% | Reduced |
| Aigen Investment Management, LP | 5,572 | $1.35M | 0.22% | +5,572 | New |
| Centaurus Financial, Inc. | 5,591 | $1.36M | 0.08% | −651−10.4% | Reduced |
| Ostrum Asset Management | 5,649 | $1.37M | 0.07% | −2,098−27.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,614 | $1.37M | 0.00% | −205−3.5% | Reduced |
| Crawford Investment Counsel Inc | 5,731 | $1.39M | 0.02% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 5,688 | $1.39M | 0.78% | −181−3.1% | Reduced |
| Summit Financial, LLC | 5,749 | $1.39M | 0.04% | +477+9.0% | Added |
| NBC Securities, Inc. | 5,796 | $1.41M | 0.12% | +5,791+115,820.0% | Added |
| SNS Financial Group, LLC | 5,775 | $1.41M | 0.14% | −339−5.5% | Reduced |
| Wellington Management Group LLP | 5,849 | $1.42M | 0.00% | +1,213+26.2% | Added |
| Spears Abacus Advisors LLC | 5,872 | $1.42M | 0.03% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 5,943 | $1.44M | 0.12% | +153+2.6% | Added |
| EP Wealth Advisors, LLC | 5,972 | $1.45M | 0.01% | +8+0.1% | Added |
| PDT Partners, LLC | 6,037 | $1.46M | 0.10% | −30.0% | Reduced |
| TCTC Holdings, LLC | 6,047 | $1.47M | 0.05% | +68+1.1% | Added |
| Mirabaud Asset Management Ltd | 6,193 | $1.47M | 0.77% | −2,414−28.0% | Reduced |
| Caxton Associates LLP | 6,116 | $1.48M | 0.05% | +6,116 | New |
| Thrivent Financial for Lutherans | 6,214 | $1.48M | 0.00% | +4+0.1% | Added |
| Principal Securities, Inc. | 6,566 | $1.48M | 0.03% | 00.0% | Unchanged |
| Henshaw Capital LLC | 6,234 | $1.51M | 0.07% | +24+0.4% | Added |
| Securian Asset Management, Inc | 6,257 | $1.52M | 0.05% | +100+1.6% | Added |
| Louisiana State Employees Retirement System | 6,300 | $1.53M | 0.03% | 00.0% | Unchanged |
| Burling Wealth Partners, LLC | 6,313 | $1.53M | 0.32% | −435−6.4% | Reduced |
| Lecap Asset Management Ltd | 6,355 | $1.54M | 0.36% | +6,355 | New |
| Railway Pension Investments Ltd | 6,400 | $1.55M | 0.02% | +6,400 | New |
| Simplicity Wealth,LLC | 6,403 | $1.55M | 0.12% | +6,403 | New |
| Norinchukin Bank, The | 6,443 | $1.56M | 0.03% | +900+16.2% | Added |
| CAPROCK Group, Inc. | 6,476 | $1.58M | 0.05% | +2,268+53.9% | Added |
| Nicholson Wealth Management Group, LLC | 6,559 | $1.59M | 1.04% | +268+4.3% | Added |
| Horizon Kinetics Asset Management LLC | 6,599 | $1.60M | 0.02% | +4,292+186.0% | Added |
| Dynasty Wealth Management, LLC | 6,614 | $1.60M | 0.03% | −181−2.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 6,821 | $1.62M | 0.02% | −223−3.2% | Reduced |
| Kesler, Norman & Wride, LLC | 6,825 | $1.66M | 0.31% | +171+2.6% | Added |
| NEOS Investment Management LLC | 6,885 | $1.67M | 0.03% | +1,253+22.2% | Added |
| Welch & Forbes LLC | 6,912 | $1.68M | 0.02% | 00.0% | Unchanged |
| Dean Capital Management | 6,959 | $1.69M | 0.74% | +169+2.5% | Added |
| Gulf International Bank (UK) Ltd | 6,984 | $1.69M | 0.06% | −2,245−24.3% | Reduced |
| EFG Asset Management (Americas) Corp. | 6,995 | $1.70M | 0.34% | −36−0.5% | Reduced |
| Prescott Group Capital Management, L.L.C. | 7,000 | $1.70M | 0.25% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 7,030 | $1.70M | 0.79% | +186+2.7% | Added |
| Manning & Napier Advisors LLC | 7,056 | $1.71M | 0.02% | −696−9.0% | Reduced |
| Hartford Investment Management Co | 7,124 | $1.73M | 0.06% | −74−1.0% | Reduced |
| Whittier Trust Co | 7,134 | $1.73M | 0.02% | −5,356−42.9% | Reduced |
| Boyar Asset Management Inc. | 7,181 | $1.74M | 1.26% | 00.0% | Unchanged |
| First National Trust Co | 7,200 | $1.75M | 0.07% | −6,839−48.7% | Reduced |
| Natixis | 7,424 | $1.78M | 0.01% | +7,424 | New |
| Knollwood Investment Advisory, LLC | 7,385 | $1.79M | 0.20% | 00.0% | Unchanged |
| Hilton Capital Management, LLC | 7,457 | $1.81M | 0.15% | −627−7.8% | Reduced |