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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 35,048 | $8.50M | 0.05% | −604−1.7% | Reduced |
| Blair William & Co | 34,883 | $8.46M | 0.03% | −246−0.7% | Reduced |
| Apollon Wealth Management, LLC | 34,790 | $8.44M | 0.19% | +26,799+335.4% | Added |
| Jump Financial, LLC | 34,565 | $8.38M | 0.13% | +32,545+1,611.1% | Added |
| Northstar Group, Inc. | 34,194 | $8.29M | 1.34% | +500+1.5% | Added |
| American Money Management, LLC | 33,903 | $8.22M | 1.56% | −211−0.6% | Reduced |
| Arizona State Retirement System | 33,803 | $8.20M | 0.05% | −147−0.4% | Reduced |
| Allianz Asset Management GmbH | 33,780 | $8.19M | 0.01% | +10,033+42.2% | Added |
| Boston Trust Walden Corp | 33,212 | $8.05M | 0.06% | −213−0.6% | Reduced |
| Intech Investment Management LLC | 33,171 | $8.04M | 0.08% | −979−2.9% | Reduced |
| Tudor Investment Corp Et Al | 33,159 | $8.04M | 0.07% | +33,159 | New |
| MAI Capital Management | 33,130 | $8.03M | 0.06% | −761−2.2% | Reduced |
| Rockefeller Capital Management L.P. | 32,595 | $7.90M | 0.02% | −42−0.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 32,297 | $7.84M | 0.04% | +987+3.2% | Added |
| O'Brien Greene & Co. Inc | 32,056 | $7.77M | 2.61% | −1,163−3.5% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 31,829 | $7.72M | 0.71% | −59−0.2% | Reduced |
| State of Michigan Retirement System | 31,760 | $7.70M | 0.04% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 31,723 | $7.69M | 0.08% | +2,407+8.2% | Added |
| Aureus Asset Management, LLC | 31,703 | $7.69M | 0.54% | −220−0.7% | Reduced |
| AdvisorShares Investments LLC | 31,280 | $7.65M | 1.50% | −2,340−7.0% | Reduced |
| Cetera Investment Advisers | 31,322 | $7.59M | 0.01% | +3,037+10.7% | Added |
| Atria Investments LLC | 31,111 | $7.54M | 0.10% | −684−2.2% | Reduced |
| Diamond Hill Capital Management Inc | 30,856 | $7.48M | 0.03% | −13,593−30.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 30,657 | $7.43M | 0.03% | −1,662−5.1% | Reduced |
| M&T Bank Corp | 30,514 | $7.40M | 0.03% | +4,194+15.9% | Added |
| Palmer Knight Co | 30,415 | $7.37M | 3.58% | −510−1.6% | Reduced |
| Integrated Wealth Concepts LLC | 30,373 | $7.36M | 0.09% | +832+2.8% | Added |
| Kestra Private Wealth Services, LLC | 29,797 | $7.22M | 0.12% | −40−0.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 29,495 | $7.15M | 0.06% | +5,311+22.0% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 28,942 | $7.02M | 0.08% | +1,300+4.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 28,933 | $7.02M | 0.01% | +8,675+42.8% | Added |
| Zevenbergen Capital Investments LLC | 28,810 | $6.99M | 0.17% | −5,330−15.6% | Reduced |
| Corebridge Financial, Inc. | 28,789 | $6.98M | 0.04% | −973−3.3% | Reduced |
| Ethic Inc. | 28,368 | $6.94M | 0.14% | +4,040+16.6% | Added |
| Commonwealth Equity Services, LLC | 28,027 | $6.79M | 0.01% | −850−2.9% | Reduced |
| IFM Investors Pty Ltd | 27,838 | $6.75M | 0.07% | 00.0% | Unchanged |
| Brady Family Wealth, LLC | 27,713 | $6.72M | 2.15% | +100+0.4% | Added |
| Suncoast Equity Management | 27,371 | $6.64M | 0.75% | +1,445+5.6% | Added |
| Brown Advisory Inc | 27,304 | $6.62M | 0.01% | −65−0.2% | Reduced |
| Czech National Bank | 26,877 | $6.52M | 0.06% | +1,533+6.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 26,761 | $6.49M | 0.04% | +1,907+7.7% | Added |
| Core Alternative Capital | 26,656 | $6.46M | 1.55% | −5,971−18.3% | Reduced |
| Xponance, Inc. | 26,638 | $6.46M | 0.06% | +384+1.5% | Added |
| New Age Alpha Advisors, LLC | 26,355 | $6.39M | 0.29% | −16,276−38.2% | Reduced |
| Axxcess Wealth Management, LLC | 26,275 | $6.37M | 0.17% | +281+1.1% | Added |
| Kovitz Investment Group Partners, LLC | 26,264 | $6.37M | 0.03% | −53−0.2% | Reduced |
| Amalgamated Bank | 26,061 | $6.32M | 0.05% | +279+1.1% | Added |
| DnB Asset Management AS | 25,878 | $6.27M | 0.03% | −688−2.6% | Reduced |
| Jane Street Group, LLC | 25,823 | $6.26M | 0.01% | +20,495+384.7% | Added |
| Northwestern Mutual Wealth Management Co | 25,781 | $6.25M | 0.01% | +21,152+456.9% | Added |
| Creative Planning | 25,256 | $6.12M | 0.01% | +1,550+6.5% | Added |
| Retirement Systems of Alabama | 25,146 | $6.10M | 0.02% | −162−0.6% | Reduced |
| Castellan Group, LLC | 24,170 | $5.86M | 1.64% | +12,914+114.7% | Added |
| Cullen/Frost Bankers, Inc. | 24,141 | $5.85M | 0.08% | −519−2.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 23,979 | $5.81M | 0.03% | −148−0.6% | Reduced |
| State of Tennessee, Treasury Department | 23,779 | $5.77M | 0.02% | −795−3.2% | Reduced |
| Level Four Advisory Services, LLC | 23,585 | $5.72M | 0.24% | −885−3.6% | Reduced |
| Cerity Partners LLC | 23,519 | $5.70M | 0.01% | +61+0.3% | Added |
| Hamilton Point Investment Advisors, LLC | 23,277 | $5.66M | 1.02% | +60+0.3% | Added |
| Fifth Third Bancorp | 23,185 | $5.62M | 0.02% | +158+0.7% | Added |
| WSFS Capital Management, LLC | 22,935 | $5.56M | 0.33% | +622+2.8% | Added |
| Unigestion Holding SA | 22,611 | $5.48M | 0.32% | −207−0.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 22,523 | $5.46M | 0.01% | −3,146−12.3% | Reduced |
| British Columbia Investment Management Corp | 22,353 | $5.42M | 0.03% | −27−0.1% | Reduced |
| SG Americas Securities, LLC | 22,164 | $5.37M | 0.02% | +19,922+888.6% | Added |
| Los Angeles Capital Management LLC | 22,148 | $5.37M | 0.02% | −9,121−29.2% | Reduced |
| Bell Asset Management Ltd | 21,975 | $5.33M | 0.98% | −6,987−24.1% | Reduced |
| Daiwa Securities Group Inc. | 21,816 | $5.29M | 0.02% | +2,517+13.0% | Added |
| Van Eck Associates Corp | 21,645 | $5.25M | 0.01% | +401+1.9% | Added |
| Signal Advisors Wealth, LLC | 21,536 | $5.22M | 0.51% | +3,340+18.4% | Added |
| D. E. Shaw & Co., Inc. | 21,158 | $5.13M | 0.01% | +5,646+36.4% | Added |
| Pathstone Holdings, LLC | 20,947 | $5.08M | 0.02% | +277+1.3% | Added |
| Occidental Asset Management, LLC | 20,453 | $4.96M | 0.75% | +1,177+6.1% | Added |
| KBC Group NV | 20,249 | $4.91M | 0.02% | −2,244−10.0% | Reduced |
| Burney Co | 20,119 | $4.88M | 0.18% | −124−0.6% | Reduced |
| USS Investment Management Ltd | 20,047 | $4.86M | 0.04% | +555+2.8% | Added |
| Griffin Asset Management, Inc. | 19,985 | $4.85M | 0.59% | −90.0% | Reduced |
| GWM Advisors LLC | 19,836 | $4.81M | 0.03% | +937+5.0% | Added |
| Neuberger Berman Group LLC | 19,489 | $4.73M | 0.00% | +336+1.8% | Added |
| Utah Retirement Systems | 19,391 | $4.70M | 0.05% | 00.0% | Unchanged |
| Brasada Capital Management, LP | 21,595 | $4.69M | 0.94% | −1,556−6.7% | Reduced |
| Security National Bank | 19,303 | $4.68M | 0.88% | −437−2.2% | Reduced |
| Kensington Investment Counsel, LLC | 19,199 | $4.65M | 2.07% | +934+5.1% | Added |
| Northstar Asset Management Inc | 19,061 | $4.62M | 1.37% | +6,896+56.7% | Added |
| Groupe la Francaise | 19,341 | $4.62M | 0.10% | +2,485+14.7% | Added |
| Stratos Wealth Partners, LTD. | 18,879 | $4.58M | 0.07% | +571+3.1% | Added |
| Bontempo Ohly Capital Mgmt LLC | 18,788 | $4.56M | 2.20% | +18,788 | New |
| Woodley Farra Manion Portfolio Management Inc | 18,705 | $4.55M | 0.23% | +438+2.4% | Added |
| CIBC World Markets Inc. | 18,643 | $4.52M | 0.01% | +14,593+360.3% | Added |
| Yousif Capital Management, LLC | 18,499 | $4.49M | 0.05% | −567−3.0% | Reduced |
| Advisor Group Holdings, Inc. | 18,455 | $4.48M | 0.01% | −1,913−9.4% | Reduced |
| Tredje AP-fonden | 18,412 | $4.46M | 0.04% | 00.0% | Unchanged |
| Middleton & Co Inc | 18,195 | $4.41M | 0.52% | −1,015−5.3% | Reduced |
| Parsons Capital Management Inc | 18,156 | $4.40M | 0.24% | −1,353−6.9% | Reduced |
| Princeton Global Asset Management LLC | 18,130 | $4.40M | 0.87% | +420+2.4% | Added |
| BDF-Gestion | 17,761 | $4.31M | 0.47% | 00.0% | Unchanged |
| Capitolis Liquid Global Markets LLC | 17,540 | $4.25M | 0.04% | +8,000+83.9% | Added |
| Long Road Investment Counsel, LLC | 17,350 | $4.21M | 1.63% | +250+1.5% | Added |
| New York Life Investment Management LLC | 17,317 | $4.20M | 0.04% | −87−0.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 17,118 | $4.15M | 0.04% | +11+0.1% | Added |