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 |
|---|---|---|---|---|---|
| Public Sector Pension Investment Board | 15,972 | $3.87M | 0.02% | +1,366+9.4% | Added |
| Shell Asset Management Co | 16,002 | $3.88M | 0.18% | −557−3.4% | Reduced |
| First National Advisers, LLC | 16,018 | $3.88M | 0.62% | +2,834+21.5% | Added |
| Allen Capital Group, LLC | 16,186 | $3.92M | 0.45% | +2,156+15.4% | Added |
| Erste Asset Management GmbH | 16,575 | $3.96M | 0.05% | +16,575 | New |
| 1832 Asset Management L.P. | 16,434 | $3.98M | 0.01% | −80−0.5% | Reduced |
| Intrust Bank NA | 16,529 | $4.01M | 0.40% | −517−3.0% | Reduced |
| Investment Management Corp of Ontario | 16,558 | $4.01M | 0.08% | +100+0.6% | Added |
| Independent Advisor Alliance | 16,690 | $4.05M | 0.13% | −6,944−29.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 17,118 | $4.15M | 0.04% | +11+0.1% | Added |
| New York Life Investment Management LLC | 17,317 | $4.20M | 0.04% | −87−0.5% | Reduced |
| Long Road Investment Counsel, LLC | 17,350 | $4.21M | 1.63% | +250+1.5% | Added |
| Capitolis Liquid Global Markets LLC | 17,540 | $4.25M | 0.04% | +8,000+83.9% | Added |
| BDF-Gestion | 17,761 | $4.31M | 0.47% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 18,130 | $4.40M | 0.87% | +420+2.4% | Added |
| Parsons Capital Management Inc | 18,156 | $4.40M | 0.24% | −1,353−6.9% | Reduced |
| Middleton & Co Inc | 18,195 | $4.41M | 0.52% | −1,015−5.3% | Reduced |
| Tredje AP-fonden | 18,412 | $4.46M | 0.04% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 18,455 | $4.48M | 0.01% | −1,913−9.4% | Reduced |
| Yousif Capital Management, LLC | 18,499 | $4.49M | 0.05% | −567−3.0% | Reduced |
| CIBC World Markets Inc. | 18,643 | $4.52M | 0.01% | +14,593+360.3% | Added |
| Woodley Farra Manion Portfolio Management Inc | 18,705 | $4.55M | 0.23% | +438+2.4% | Added |
| Bontempo Ohly Capital Mgmt LLC | 18,788 | $4.56M | 2.20% | +18,788 | New |
| Stratos Wealth Partners, LTD. | 18,879 | $4.58M | 0.07% | +571+3.1% | Added |
| Groupe la Francaise | 19,341 | $4.62M | 0.10% | +2,485+14.7% | Added |
| Northstar Asset Management Inc | 19,061 | $4.62M | 1.37% | +6,896+56.7% | Added |
| Kensington Investment Counsel, LLC | 19,199 | $4.65M | 2.07% | +934+5.1% | Added |
| Security National Bank | 19,303 | $4.68M | 0.88% | −437−2.2% | Reduced |
| Brasada Capital Management, LP | 21,595 | $4.69M | 0.94% | −1,556−6.7% | Reduced |
| Utah Retirement Systems | 19,391 | $4.70M | 0.05% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 19,489 | $4.73M | 0.00% | +336+1.8% | Added |
| GWM Advisors LLC | 19,836 | $4.81M | 0.03% | +937+5.0% | Added |
| Griffin Asset Management, Inc. | 19,985 | $4.85M | 0.59% | −90.0% | Reduced |
| USS Investment Management Ltd | 20,047 | $4.86M | 0.04% | +555+2.8% | Added |
| Burney Co | 20,119 | $4.88M | 0.18% | −124−0.6% | Reduced |
| KBC Group NV | 20,249 | $4.91M | 0.02% | −2,244−10.0% | Reduced |
| Occidental Asset Management, LLC | 20,453 | $4.96M | 0.75% | +1,177+6.1% | Added |
| Pathstone Holdings, LLC | 20,947 | $5.08M | 0.02% | +277+1.3% | Added |
| D. E. Shaw & Co., Inc. | 21,158 | $5.13M | 0.01% | +5,646+36.4% | Added |
| Signal Advisors Wealth, LLC | 21,536 | $5.22M | 0.51% | +3,340+18.4% | Added |
| Van Eck Associates Corp | 21,645 | $5.25M | 0.01% | +401+1.9% | Added |
| Daiwa Securities Group Inc. | 21,816 | $5.29M | 0.02% | +2,517+13.0% | Added |
| Bell Asset Management Ltd | 21,975 | $5.33M | 0.98% | −6,987−24.1% | Reduced |
| Los Angeles Capital Management LLC | 22,148 | $5.37M | 0.02% | −9,121−29.2% | Reduced |
| SG Americas Securities, LLC | 22,164 | $5.37M | 0.02% | +19,922+888.6% | Added |
| British Columbia Investment Management Corp | 22,353 | $5.42M | 0.03% | −27−0.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 22,523 | $5.46M | 0.01% | −3,146−12.3% | Reduced |
| Unigestion Holding SA | 22,611 | $5.48M | 0.32% | −207−0.9% | Reduced |
| WSFS Capital Management, LLC | 22,935 | $5.56M | 0.33% | +622+2.8% | Added |
| Fifth Third Bancorp | 23,185 | $5.62M | 0.02% | +158+0.7% | Added |
| Hamilton Point Investment Advisors, LLC | 23,277 | $5.66M | 1.02% | +60+0.3% | Added |
| Cerity Partners LLC | 23,519 | $5.70M | 0.01% | +61+0.3% | Added |
| Level Four Advisory Services, LLC | 23,585 | $5.72M | 0.24% | −885−3.6% | Reduced |
| State of Tennessee, Treasury Department | 23,779 | $5.77M | 0.02% | −795−3.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 23,979 | $5.81M | 0.03% | −148−0.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 24,141 | $5.85M | 0.08% | −519−2.1% | Reduced |
| Castellan Group, LLC | 24,170 | $5.86M | 1.64% | +12,914+114.7% | Added |
| Retirement Systems of Alabama | 25,146 | $6.10M | 0.02% | −162−0.6% | Reduced |
| Creative Planning | 25,256 | $6.12M | 0.01% | +1,550+6.5% | Added |
| Northwestern Mutual Wealth Management Co | 25,781 | $6.25M | 0.01% | +21,152+456.9% | Added |
| Jane Street Group, LLC | 25,823 | $6.26M | 0.01% | +20,495+384.7% | Added |
| DnB Asset Management AS | 25,878 | $6.27M | 0.03% | −688−2.6% | Reduced |
| Amalgamated Bank | 26,061 | $6.32M | 0.05% | +279+1.1% | Added |
| Kovitz Investment Group Partners, LLC | 26,264 | $6.37M | 0.03% | −53−0.2% | Reduced |
| Axxcess Wealth Management, LLC | 26,275 | $6.37M | 0.17% | +281+1.1% | Added |
| New Age Alpha Advisors, LLC | 26,355 | $6.39M | 0.29% | −16,276−38.2% | Reduced |
| Xponance, Inc. | 26,638 | $6.46M | 0.06% | +384+1.5% | Added |
| Core Alternative Capital | 26,656 | $6.46M | 1.55% | −5,971−18.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 26,761 | $6.49M | 0.04% | +1,907+7.7% | Added |
| Czech National Bank | 26,877 | $6.52M | 0.06% | +1,533+6.0% | Added |
| Brown Advisory Inc | 27,304 | $6.62M | 0.01% | −65−0.2% | Reduced |
| Suncoast Equity Management | 27,371 | $6.64M | 0.75% | +1,445+5.6% | Added |
| Brady Family Wealth, LLC | 27,713 | $6.72M | 2.15% | +100+0.4% | Added |
| IFM Investors Pty Ltd | 27,838 | $6.75M | 0.07% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 28,027 | $6.79M | 0.01% | −850−2.9% | Reduced |
| Ethic Inc. | 28,368 | $6.94M | 0.14% | +4,040+16.6% | Added |
| Corebridge Financial, Inc. | 28,789 | $6.98M | 0.04% | −973−3.3% | Reduced |
| Zevenbergen Capital Investments LLC | 28,810 | $6.99M | 0.17% | −5,330−15.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 28,933 | $7.02M | 0.01% | +8,675+42.8% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 28,942 | $7.02M | 0.08% | +1,300+4.7% | Added |
| O'Shaughnessy Asset Management, LLC | 29,495 | $7.15M | 0.06% | +5,311+22.0% | Added |
| Kestra Private Wealth Services, LLC | 29,797 | $7.22M | 0.12% | −40−0.1% | Reduced |
| Integrated Wealth Concepts LLC | 30,373 | $7.36M | 0.09% | +832+2.8% | Added |
| Palmer Knight Co | 30,415 | $7.37M | 3.58% | −510−1.6% | Reduced |
| M&T Bank Corp | 30,514 | $7.40M | 0.03% | +4,194+15.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 30,657 | $7.43M | 0.03% | −1,662−5.1% | Reduced |
| Diamond Hill Capital Management Inc | 30,856 | $7.48M | 0.03% | −13,593−30.6% | Reduced |
| Atria Investments LLC | 31,111 | $7.54M | 0.10% | −684−2.2% | Reduced |
| Cetera Investment Advisers | 31,322 | $7.59M | 0.01% | +3,037+10.7% | Added |
| AdvisorShares Investments LLC | 31,280 | $7.65M | 1.50% | −2,340−7.0% | Reduced |
| Aureus Asset Management, LLC | 31,703 | $7.69M | 0.54% | −220−0.7% | Reduced |
| TownSquare Capital, LLC | 31,723 | $7.69M | 0.08% | +2,407+8.2% | Added |
| State of Michigan Retirement System | 31,760 | $7.70M | 0.04% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 31,829 | $7.72M | 0.71% | −59−0.2% | Reduced |
| O'Brien Greene & Co. Inc | 32,056 | $7.77M | 2.61% | −1,163−3.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 32,297 | $7.84M | 0.04% | +987+3.2% | Added |
| Rockefeller Capital Management L.P. | 32,595 | $7.90M | 0.02% | −42−0.1% | Reduced |
| MAI Capital Management | 33,130 | $8.03M | 0.06% | −761−2.2% | Reduced |
| Tudor Investment Corp Et Al | 33,159 | $8.04M | 0.07% | +33,159 | New |
| Intech Investment Management LLC | 33,171 | $8.04M | 0.08% | −979−2.9% | Reduced |