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 |
|---|---|---|---|---|---|
| Machina Capital S.A.S. | 7,491 | $1.82M | 0.54% | +7,491 | New |
| Generali Asset Management SPA SGR | 7,521 | $1.82M | 0.04% | −6,829−47.6% | Reduced |
| Vontobel Holding Ltd. | 7,571 | $1.84M | 0.01% | +450+6.3% | Added |
| Lee Financial Co | 7,616 | $1.85M | 0.28% | −819−9.7% | Reduced |
| CWM, LLC | 7,680 | $1.86M | 0.01% | +216+2.9% | Added |
| Illinois Municipal Retirement Fund | 7,761 | $1.88M | 0.03% | 00.0% | Unchanged |
| Sentry LLC | 7,948 | $1.93M | 0.38% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 7,954 | $1.93M | 0.05% | +4,012+101.8% | Added |
| Kentucky Retirement Systems | 7,994 | $1.94M | 0.06% | −26−0.3% | Reduced |
| QRG Capital Management, Inc. | 8,333 | $2.02M | 0.02% | +651+8.5% | Added |
| Adviser Investments LLC | 8,354 | $2.03M | 0.03% | −2,726−24.6% | Reduced |
| Naples Global Advisors, LLC | 8,340 | $2.03M | 0.19% | −345−4.0% | Reduced |
| Walleye Capital LLC | 8,621 | $2.09M | 0.02% | +8,621 | New |
| Buckhead Capital Management LLC | 8,688 | $2.11M | 0.68% | +194+2.3% | Added |
| First Citizens Bank & Trust Co | 8,689 | $2.11M | 0.05% | −1,130−11.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 8,730 | $2.12M | 0.06% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 8,740 | $2.12M | 0.01% | −2,173−19.9% | Reduced |
| Avanza Fonder AB | 8,672 | $2.14M | 0.07% | +1,264+17.1% | Added |
| Park Place Capital Corp | 8,829 | $2.14M | 0.58% | +2,998+51.4% | Added |
| Leavell Investment Management, Inc. | 8,861 | $2.16M | 0.11% | −410−4.4% | Reduced |
| Waterloo Capital, L.P. | 8,916 | $2.16M | 0.20% | +793+9.8% | Added |
| Teachers Retirement System of the State of Kentucky | 8,992 | $2.18M | 0.02% | +264+3.0% | Added |
| PGGM Investments | 9,021 | $2.19M | 0.03% | 00.0% | Unchanged |
| Quest Partners LLC | 9,224 | $2.24M | 0.24% | −411−4.3% | Reduced |
| Mizuho Securities USA LLC | 9,370 | $2.27M | 0.05% | −1,708−15.4% | Reduced |
| Merit Financial Group, LLC | 9,630 | $2.33M | 0.03% | +1,767+22.5% | Added |
| Lantz Financial LLC | 9,658 | $2.34M | 0.64% | −460−4.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,712 | $2.35M | 0.06% | +7,732+390.5% | Added |
| Susquehanna International Group, LLP | 9,768 | $2.37M | 0.00% | −36,993−79.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,779 | $2.37M | 0.02% | +259+2.7% | Added |
| Kestra Advisory Services, LLC | 9,797 | $2.38M | 0.01% | −267−2.7% | Reduced |
| Schechter Investment Advisors, LLC | 9,852 | $2.39M | 0.20% | −810−7.6% | Reduced |
| Wealthfront Advisers LLC | 9,853 | $2.39M | 0.01% | −5−0.1% | Reduced |
| Woodline Partners LP | 9,886 | $2.40M | 0.02% | +635+6.9% | Added |
| Regions Financial Corp | 9,910 | $2.40M | 0.02% | −104−1.0% | Reduced |
| Wimmer Associates 1, LLC | 10,126 | $2.40M | 1.27% | −240−2.3% | Reduced |
| Metis Global Partners, LLC | 10,001 | $2.42M | 0.07% | +694+7.5% | Added |
| Greenleaf Trust | 10,003 | $2.43M | 0.02% | −57−0.6% | Reduced |
| Mraz, Amerine & Associates, Inc. | 10,227 | $2.43M | 0.42% | −18−0.2% | Reduced |
| Oregon Public Employees Retirement Fund | 10,035 | $2.43M | 0.05% | +10+0.1% | Added |
| Ieq Capital, LLC | 10,155 | $2.46M | 0.02% | −1,836−15.3% | Reduced |
| Bleakley Financial Group, LLC | 10,192 | $2.47M | 0.08% | −1,198−10.5% | Reduced |
| Siemens Fonds Invest GmbH | 10,239 | $2.48M | 0.17% | −80−0.8% | Reduced |
| Edgestream Partners, L.P. | 10,270 | $2.49M | 0.08% | +3,553+52.9% | Added |
| Fiduciary Trust Co | 10,285 | $2.49M | 0.03% | +5,810+129.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 10,452 | $2.53M | 0.01% | −11,362−52.1% | Reduced |
| Rakuten Investment Management, Inc. | 10,692 | $2.54M | 0.01% | +10,692 | New |
| Toroso Investments, LLC | 10,529 | $2.55M | 0.02% | −3,323−24.0% | Reduced |
| Legacy Advisors, LLC | 10,598 | $2.58M | 0.27% | +392+3.8% | Added |
| American Trust | 10,639 | $2.58M | 0.64% | +70+0.7% | Added |
| Assetmark, Inc | 11,108 | $2.69M | 0.01% | −332−2.9% | Reduced |
| Westpac Banking Corp | 11,175 | $2.71M | 0.20% | −8,513−43.2% | Reduced |
| Linden Thomas Advisory Services, LLC | 11,220 | $2.72M | 0.35% | +817+7.9% | Added |
| Voleon Capital Management LP | 11,243 | $2.73M | 0.21% | +8,707+343.3% | Added |
| Pacer Advisors, Inc. | 11,530 | $2.80M | 0.01% | −5,996−34.2% | Reduced |
| Roundview Capital LLC | 11,548 | $2.80M | 0.20% | +410+3.7% | Added |
| Agf Management Ltd | 11,581 | $2.81M | 0.01% | +467+4.2% | Added |
| Kinneret Advisory, LLC | 11,553 | $2.81M | 0.28% | −39−0.3% | Reduced |
| Avantax Advisory Services, Inc. | 11,627 | $2.82M | 0.02% | +416+3.7% | Added |
| Coldstream Capital Management Inc | 11,643 | $2.82M | 0.06% | −928−7.4% | Reduced |
| Concurrent Investment Advisors, LLC | 11,670 | $2.83M | 0.07% | +1,678+16.8% | Added |
| Tilia Fiduciary Partners, Inc. | 11,928 | $2.89M | 1.93% | +26+0.2% | Added |
| Logan Capital Management Inc | 12,148 | $2.95M | 0.13% | −550−4.3% | Reduced |
| OP Asset Management Ltd | 12,179 | $2.95M | 0.05% | +12,179 | New |
| Oppenheimer Asset Management Inc. | 12,295 | $2.98M | 0.04% | −550−4.3% | Reduced |
| UniSuper Management Pty Ltd | 12,337 | $2.99M | 0.02% | +400+3.4% | Added |
| Pinnacle Associates Ltd | 12,519 | $3.04M | 0.04% | −183−1.4% | Reduced |
| Janney Montgomery Scott LLC | 12,656 | $3.07M | 0.01% | +12,656 | New |
| Advisory Services Network, LLC | 12,660 | $3.07M | 0.06% | −555−4.2% | Reduced |
| Zions Bancorporation, National Association | 12,829 | $3.11M | 0.20% | +12,829 | New |
| Transcend Wealth Collective, LLC | 12,831 | $3.11M | 0.22% | +507+4.1% | Added |
| Dean Investment Associates, LLC | 12,848 | $3.12M | 0.46% | +514+4.2% | Added |
| R.m.sincerbeaux Capital Management LLC | 12,900 | $3.13M | 1.85% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 12,972 | $3.15M | 0.09% | −114−0.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 12,994 | $3.15M | 0.01% | −271−2.0% | Reduced |
| Lido Advisors, LLC | 12,980 | $3.15M | 0.02% | +4,722+57.2% | Added |
| Strengthening Families & Communities, LLC | 13,153 | $3.16M | 1.94% | +386+3.0% | Added |
| Guardian Wealth Advisors, LLC | 13,099 | $3.18M | 0.25% | +289+2.3% | Added |
| Appleton Partners Inc | 13,338 | $3.23M | 0.25% | +503+3.9% | Added |
| Flputnam Investment Management Co | 13,375 | $3.24M | 0.06% | −402−2.9% | Reduced |
| Mercer Global Advisors Inc | 13,499 | $3.27M | 0.01% | +203+1.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 13,571 | $3.29M | 0.55% | +2,803+26.0% | Added |
| Capital Group Private Client Services, Inc. | 13,599 | $3.30M | 0.03% | −29,219−68.2% | Reduced |
| Mutual of America Capital Management LLC | 13,610 | $3.30M | 0.04% | −395−2.8% | Reduced |
| State of Alaska, Department of Revenue | 13,731 | $3.33M | 0.04% | +380+2.8% | Added |
| Second Line Capital, LLC | 13,691 | $3.33M | 0.86% | +464+3.5% | Added |
| Modern Wealth Management, LLC | 13,974 | $3.39M | 0.11% | +334+2.4% | Added |
| Hantz Financial Services, Inc. | 13,979 | $3.39M | 0.06% | −1,493−9.6% | Reduced |
| JustInvest LLC | 14,043 | $3.40M | 0.05% | +1,448+11.5% | Added |
| CIBC World Markets Corp | 14,109 | $3.42M | 0.03% | −4,352−23.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 14,118 | $3.42M | 0.03% | +324+2.3% | Added |
| Nissay Asset Management Corp | 14,278 | $3.46M | 0.02% | +173+1.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 14,833 | $3.52M | 0.01% | −3,272−18.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 15,105 | $3.66M | 0.03% | +927+6.5% | Added |
| Elo Mutual Pension Insurance Co | 15,176 | $3.68M | 0.08% | +3,293+27.7% | Added |
| Brinker Capital Investments, LLC | 15,210 | $3.69M | 0.04% | −1,017−6.3% | Reduced |
| Orion Portfolio Solutions, LLC | 15,210 | $3.69M | 0.04% | −1,017−6.3% | Reduced |
| Candriam Luxembourg S.C.A. | 15,547 | $3.77M | 0.02% | −2,831−15.4% | Reduced |
| Sanctuary Advisors, LLC | 15,757 | $3.82M | 0.03% | −2,820−15.2% | Reduced |
| Bryn Mawr Trust Co | 15,832 | $3.84M | 0.07% | +52+0.3% | Added |