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 |
|---|---|---|---|---|---|
| State Board of Administration of Florida Retirement System | 112,510 | $27.3M | 0.05% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 111,877 | $27.1M | 0.08% | +16,339+17.1% | Added |
| Royal London Asset Management Ltd | 107,969 | $26.2M | 0.06% | +5,613+5.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 103,330 | $25.1M | 0.07% | +4,049+4.1% | Added |
| Aptus Capital Advisors, LLC | 102,919 | $25.0M | 0.28% | +6,833+7.1% | Added |
| Dearborn Partners LLC | 102,720 | $24.9M | 1.20% | −26,665−20.6% | Reduced |
| Wendell David Associates Inc | 102,414 | $24.8M | 2.48% | −2,578−2.5% | Reduced |
| National Bank of Canada | 100,290 | $24.3M | 0.03% | +32,969+49.0% | Added |
| Motley Fool Wealth Management, LLC | 98,286 | $23.8M | 1.41% | −11,354−10.4% | Reduced |
| Voloridge Investment Management, LLC | 97,113 | $23.5M | 0.09% | +71,904+285.2% | Added |
| Copeland Capital Management, LLC | 94,725 | $23.0M | 0.46% | −65,946−41.0% | Reduced |
| Geneva Capital Management LLC | 94,275 | $22.9M | 0.43% | −2,329−2.4% | Reduced |
| Man Group plc | 93,626 | $22.7M | 0.07% | −6,576−6.6% | Reduced |
| FMR LLC | 93,079 | $22.6M | 0.00% | +7,754+9.1% | Added |
| Truist Financial Corp | 92,078 | $22.3M | 0.04% | +19,854+27.5% | Added |
| AXA S.A. | 90,227 | $21.9M | 0.07% | +20,673+29.7% | Added |
| Susquehanna Fundamental Investments, LLC | 88,699 | $21.5M | 0.36% | +42,066+90.2% | Added |
| New York State Teachers Retirement System | 87,710 | $21.3M | 0.05% | −1,696−1.9% | Reduced |
| Walter Public Investments Inc. | 87,033 | $21.1M | 3.94% | +12,569+16.9% | Added |
| Storebrand Asset Management AS | 86,125 | $20.9M | 0.07% | +1,680+2.0% | Added |
| Congress Asset Management Co | 82,968 | $20.1M | 0.15% | −831−1.0% | Reduced |
| Congress Wealth Management LLC | 82,470 | $20.0M | 0.24% | +5,228+6.8% | Added |
| Nicholas Company, Inc. | 81,554 | $19.8M | 0.34% | −9,221−10.2% | Reduced |
| New York State Common Retirement Fund | 81,186 | $19.7M | 0.03% | +4,270+5.6% | Added |
| Korea Investment CORP | 79,933 | $19.4M | 0.05% | −8,467−9.6% | Reduced |
| Credit Agricole S A | 79,207 | $19.2M | 0.07% | −19,312−19.6% | Reduced |
| Victory Capital Management Inc | 75,544 | $18.3M | 0.02% | +26,844+55.1% | Added |
| Andra AP-fonden | 74,000 | $17.9M | 0.29% | +4,500+6.5% | Added |
| Kelly Lawrence W & Associates Inc | 73,997 | $17.9M | 4.36% | −695−0.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 72,625 | $17.6M | 0.05% | +2,206+3.1% | Added |
| Pictet Asset Management Holding SA | 69,445 | $16.8M | 0.02% | −10,154−12.8% | Reduced |
| Pinebridge Investments, L.P. | 68,526 | $16.6M | 0.14% | −54,385−44.2% | Reduced |
| Manufacturers Life Insurance Company, The | 68,246 | $16.5M | 0.02% | −1,756−2.5% | Reduced |
| Running Oak Capital LLC | 67,855 | $16.5M | 1.99% | +3,565+5.5% | Added |
| Public Employees Retirement System of Ohio | 67,022 | $16.3M | 0.06% | +10,073+17.7% | Added |
| State of Wisconsin Investment Board | 66,306 | $16.1M | 0.04% | −4,883−6.9% | Reduced |
| Voya Investment Management LLC | 66,026 | $16.0M | 0.02% | −40,756−38.2% | Reduced |
| First National Bank of Omaha | 62,885 | $15.2M | 1.04% | −1,692−2.6% | Reduced |
| Douglas Lane & Associates, LLC | 62,475 | $15.1M | 0.22% | −3,348−5.1% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 61,371 | $14.9M | 0.05% | +34+0.1% | Added |
| Prudential Financial Inc | 60,738 | $14.7M | 0.02% | +751+1.3% | Added |
| Advisors Asset Management, Inc. | 60,550 | $14.7M | 0.28% | −1,921−3.1% | Reduced |
| McRae Capital Management Inc | 59,929 | $14.5M | 3.06% | −1,660−2.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 59,771 | $14.5M | 0.03% | +1,396+2.4% | Added |
| Crossmark Global Holdings, Inc. | 59,412 | $14.4M | 0.25% | +904+1.5% | Added |
| Washington Trust Co | 58,376 | $14.2M | 0.54% | −1,504−2.5% | Reduced |
| FineMark National Bank & Trust | 57,526 | $13.9M | 0.51% | +1,492+2.7% | Added |
| Danske Bank A/S | 57,365 | $13.9M | 0.04% | −14,034−19.7% | Reduced |
| Toronto Dominion Bank | 56,688 | $13.7M | 0.04% | −5,883−9.4% | Reduced |
| Waratah Capital Advisors Ltd. | 56,651 | $13.7M | 0.94% | +56,651 | New |
| CIBC Asset Management Inc | 55,954 | $13.6M | 0.05% | +37,926+210.4% | Added |
| Forsta Ap-Fonden | 54,400 | $13.2M | 0.10% | −2,000−3.5% | Reduced |
| Boston Private Wealth LLC | 54,362 | $13.2M | 0.54% | −23,015−29.7% | Reduced |
| DekaBank Deutsche Girozentrale | 55,494 | $13.1M | 0.03% | −476−0.9% | Reduced |
| Commerce Bank | 53,809 | $13.0M | 0.08% | +9,163+20.5% | Added |
| Treasurer of the State of North Carolina | 53,590 | $13.0M | 0.05% | +720+1.4% | Added |
| Asset Management One Co.,Ltd. | 53,528 | $13.0M | 0.04% | +1,559+3.0% | Added |
| US Bancorp | 52,495 | $12.7M | 0.02% | −2,946−5.3% | Reduced |
| Swiss Life Asset Management Ltd | 51,831 | $12.6M | 0.09% | −6,503−11.1% | Reduced |
| Alley Investment Management Company, LLC | 51,733 | $12.5M | 1.57% | +72+0.1% | Added |
| Alta Capital Management LLC | 51,467 | $12.5M | 0.81% | −32,891−39.0% | Reduced |
| Addenda Capital Inc. | 51,208 | $12.5M | 0.46% | −340−0.7% | Reduced |
| The PNC Financial Services Group, Inc. | 51,304 | $12.4M | 0.01% | +99+0.2% | Added |
| GHP Investment Advisors, Inc. | 51,093 | $12.4M | 0.60% | +3,925+8.3% | Added |
| Quantinno Capital Management LP | 49,427 | $12.0M | 0.08% | +33,611+212.5% | Added |
| Prudential PLC | 48,502 | $11.8M | 0.06% | −1,241−2.5% | Reduced |
| Southernsun Asset Management, LLC | 47,444 | $11.5M | 1.67% | −1,285−2.6% | Reduced |
| Sienna Gestion | 48,038 | $11.3M | 0.93% | −2,805−5.5% | Reduced |
| ProShare Advisors LLC | 46,486 | $11.3M | 0.03% | −4,629−9.1% | Reduced |
| MML Investors Services, LLC | 45,771 | $11.1M | 0.04% | −2,853−5.9% | Reduced |
| Ensign Peak Advisors, Inc | 45,721 | $11.1M | 0.02% | −1,409−3.0% | Reduced |
| STRS Ohio | 45,500 | $11.0M | 0.05% | 00.0% | Unchanged |
| ING Groep NV | 45,002 | $10.9M | 0.08% | −4,387−8.9% | Reduced |
| Prana Capital Management, LP | 44,370 | $10.8M | 0.44% | +23,926+117.0% | Added |
| Comerica Bank | 43,863 | $10.6M | 0.04% | −1,908−4.2% | Reduced |
| Federated Hermes, Inc. | 43,397 | $10.5M | 0.02% | +17,672+68.7% | Added |
| Nisa Investment Advisors, LLC | 42,849 | $10.4M | 0.05% | −264−0.6% | Reduced |
| Mn Services Vermogensbeheer B.V. | 42,530 | $10.3M | 0.08% | −3,300−7.2% | Reduced |
| Transform Wealth, LLC | 42,086 | $10.2M | 0.62% | +636+1.5% | Added |
| Mattern Capital Management, LLC | 42,153 | $10.2M | 1.30% | −2,094−4.7% | Reduced |
| SEI Investments Co | 41,908 | $10.2M | 0.01% | +11,874+39.5% | Added |
| Santa Monica Partners LP | 40,793 | $9.89M | 5.42% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 40,500 | $9.85M | 0.05% | +100+0.2% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 39,753 | $9.64M | 0.77% | +20,873+110.6% | Added |
| Marks Group Wealth Management, Inc | 39,476 | $9.57M | 0.92% | −187−0.5% | Reduced |
| Motley Fool Asset Management LLC | 39,432 | $9.56M | 0.54% | −963−2.4% | Reduced |
| McCollum Christoferson Group LLC | 38,930 | $9.44M | 2.88% | −113−0.3% | Reduced |
| Resona Asset Management Co.,Ltd. | 38,936 | $9.41M | 0.05% | +756+2.0% | Added |
| Crown Oak Advisors, LLC | 37,848 | $9.18M | 4.64% | +1,472+4.0% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 37,826 | $9.17M | 0.06% | −3,685−8.9% | Reduced |
| Vision Capital Management, Inc. | 37,644 | $9.13M | 1.32% | +91+0.2% | Added |
| Handelsbanken Fonder AB | 36,980 | $8.97M | 0.04% | −955−2.5% | Reduced |
| Nomura Asset Management Co Ltd | 36,611 | $8.88M | 0.03% | +2,056+5.9% | Added |
| Mariner, LLC | 36,478 | $8.84M | 0.01% | +7,207+24.6% | Added |
| Schroder Investment Management Group | 37,154 | $8.82M | 0.01% | −2,430−6.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 36,021 | $8.73M | 0.06% | +30,116+510.0% | Added |
| Lyell Wealth Management, LP | 36,001 | $8.73M | 0.82% | +6,024+20.1% | Added |
| Gotham Asset Management, LLC | 35,774 | $8.67M | 0.07% | −6,016−14.4% | Reduced |
| State of New Jersey Common Pension Fund D | 35,742 | $8.67M | 0.04% | −4,444−11.1% | Reduced |
| Bank of Nova Scotia | 35,519 | $8.61M | 0.02% | −59,658−62.7% | Reduced |