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 |
|---|---|---|---|---|---|
| Independent Advisor Alliance | 16,690 | $4.05M | 0.13% | −6,944−29.4% | Reduced |
| Investment Management Corp of Ontario | 16,558 | $4.01M | 0.08% | +100+0.6% | Added |
| Intrust Bank NA | 16,529 | $4.01M | 0.40% | −517−3.0% | Reduced |
| 1832 Asset Management L.P. | 16,434 | $3.98M | 0.01% | −80−0.5% | Reduced |
| Erste Asset Management GmbH | 16,575 | $3.96M | 0.05% | +16,575 | New |
| Allen Capital Group, LLC | 16,186 | $3.92M | 0.45% | +2,156+15.4% | Added |
| First National Advisers, LLC | 16,018 | $3.88M | 0.62% | +2,834+21.5% | Added |
| Shell Asset Management Co | 16,002 | $3.88M | 0.18% | −557−3.4% | Reduced |
| Public Sector Pension Investment Board | 15,972 | $3.87M | 0.02% | +1,366+9.4% | Added |
| Bryn Mawr Trust Co | 15,832 | $3.84M | 0.07% | +52+0.3% | Added |
| Sanctuary Advisors, LLC | 15,757 | $3.82M | 0.03% | −2,820−15.2% | Reduced |
| Candriam Luxembourg S.C.A. | 15,547 | $3.77M | 0.02% | −2,831−15.4% | Reduced |
| 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 |
| Elo Mutual Pension Insurance Co | 15,176 | $3.68M | 0.08% | +3,293+27.7% | Added |
| Steward Partners Investment Advisory, LLC | 15,105 | $3.66M | 0.03% | +927+6.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 14,833 | $3.52M | 0.01% | −3,272−18.1% | Reduced |
| Nissay Asset Management Corp | 14,278 | $3.46M | 0.02% | +173+1.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 14,118 | $3.42M | 0.03% | +324+2.3% | Added |
| CIBC World Markets Corp | 14,109 | $3.42M | 0.03% | −4,352−23.6% | Reduced |
| JustInvest LLC | 14,043 | $3.40M | 0.05% | +1,448+11.5% | Added |
| Hantz Financial Services, Inc. | 13,979 | $3.39M | 0.06% | −1,493−9.6% | Reduced |
| Modern Wealth Management, LLC | 13,974 | $3.39M | 0.11% | +334+2.4% | Added |
| Second Line Capital, LLC | 13,691 | $3.33M | 0.86% | +464+3.5% | Added |
| State of Alaska, Department of Revenue | 13,731 | $3.33M | 0.04% | +380+2.8% | Added |
| Mutual of America Capital Management LLC | 13,610 | $3.30M | 0.04% | −395−2.8% | Reduced |
| Capital Group Private Client Services, Inc. | 13,599 | $3.30M | 0.03% | −29,219−68.2% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 13,571 | $3.29M | 0.55% | +2,803+26.0% | Added |
| Mercer Global Advisors Inc | 13,499 | $3.27M | 0.01% | +203+1.5% | Added |
| Flputnam Investment Management Co | 13,375 | $3.24M | 0.06% | −402−2.9% | Reduced |
| Appleton Partners Inc | 13,338 | $3.23M | 0.25% | +503+3.9% | Added |
| Guardian Wealth Advisors, LLC | 13,099 | $3.18M | 0.25% | +289+2.3% | Added |
| Strengthening Families & Communities, LLC | 13,153 | $3.16M | 1.94% | +386+3.0% | Added |
| Lido Advisors, LLC | 12,980 | $3.15M | 0.02% | +4,722+57.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 12,994 | $3.15M | 0.01% | −271−2.0% | Reduced |
| HBK Sorce Advisory LLC | 12,972 | $3.15M | 0.09% | −114−0.9% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 12,900 | $3.13M | 1.85% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 12,848 | $3.12M | 0.46% | +514+4.2% | Added |
| Transcend Wealth Collective, LLC | 12,831 | $3.11M | 0.22% | +507+4.1% | Added |
| Zions Bancorporation, National Association | 12,829 | $3.11M | 0.20% | +12,829 | New |
| Advisory Services Network, LLC | 12,660 | $3.07M | 0.06% | −555−4.2% | Reduced |
| Janney Montgomery Scott LLC | 12,656 | $3.07M | 0.01% | +12,656 | New |
| Pinnacle Associates Ltd | 12,519 | $3.04M | 0.04% | −183−1.4% | Reduced |
| UniSuper Management Pty Ltd | 12,337 | $2.99M | 0.02% | +400+3.4% | Added |
| Oppenheimer Asset Management Inc. | 12,295 | $2.98M | 0.04% | −550−4.3% | Reduced |
| OP Asset Management Ltd | 12,179 | $2.95M | 0.05% | +12,179 | New |
| Logan Capital Management Inc | 12,148 | $2.95M | 0.13% | −550−4.3% | Reduced |
| Tilia Fiduciary Partners, Inc. | 11,928 | $2.89M | 1.93% | +26+0.2% | Added |
| Concurrent Investment Advisors, LLC | 11,670 | $2.83M | 0.07% | +1,678+16.8% | Added |
| Coldstream Capital Management Inc | 11,643 | $2.82M | 0.06% | −928−7.4% | Reduced |
| Avantax Advisory Services, Inc. | 11,627 | $2.82M | 0.02% | +416+3.7% | Added |
| Kinneret Advisory, LLC | 11,553 | $2.81M | 0.28% | −39−0.3% | Reduced |
| Agf Management Ltd | 11,581 | $2.81M | 0.01% | +467+4.2% | Added |
| Roundview Capital LLC | 11,548 | $2.80M | 0.20% | +410+3.7% | Added |
| Pacer Advisors, Inc. | 11,530 | $2.80M | 0.01% | −5,996−34.2% | Reduced |
| Voleon Capital Management LP | 11,243 | $2.73M | 0.21% | +8,707+343.3% | Added |
| Linden Thomas Advisory Services, LLC | 11,220 | $2.72M | 0.35% | +817+7.9% | Added |
| Westpac Banking Corp | 11,175 | $2.71M | 0.20% | −8,513−43.2% | Reduced |
| Assetmark, Inc | 11,108 | $2.69M | 0.01% | −332−2.9% | Reduced |
| American Trust | 10,639 | $2.58M | 0.64% | +70+0.7% | Added |
| Legacy Advisors, LLC | 10,598 | $2.58M | 0.27% | +392+3.8% | Added |
| Toroso Investments, LLC | 10,529 | $2.55M | 0.02% | −3,323−24.0% | Reduced |
| Rakuten Investment Management, Inc. | 10,692 | $2.54M | 0.01% | +10,692 | New |
| Envestnet Portfolio Solutions, Inc. | 10,452 | $2.53M | 0.01% | −11,362−52.1% | Reduced |
| Fiduciary Trust Co | 10,285 | $2.49M | 0.03% | +5,810+129.8% | Added |
| Edgestream Partners, L.P. | 10,270 | $2.49M | 0.08% | +3,553+52.9% | Added |
| Siemens Fonds Invest GmbH | 10,239 | $2.48M | 0.17% | −80−0.8% | Reduced |
| Bleakley Financial Group, LLC | 10,192 | $2.47M | 0.08% | −1,198−10.5% | Reduced |
| Ieq Capital, LLC | 10,155 | $2.46M | 0.02% | −1,836−15.3% | Reduced |
| Oregon Public Employees Retirement Fund | 10,035 | $2.43M | 0.05% | +10+0.1% | Added |
| Mraz, Amerine & Associates, Inc. | 10,227 | $2.43M | 0.42% | −18−0.2% | Reduced |
| Greenleaf Trust | 10,003 | $2.43M | 0.02% | −57−0.6% | Reduced |
| Metis Global Partners, LLC | 10,001 | $2.42M | 0.07% | +694+7.5% | Added |
| Wimmer Associates 1, LLC | 10,126 | $2.40M | 1.27% | −240−2.3% | Reduced |
| Regions Financial Corp | 9,910 | $2.40M | 0.02% | −104−1.0% | Reduced |
| Woodline Partners LP | 9,886 | $2.40M | 0.02% | +635+6.9% | Added |
| Wealthfront Advisers LLC | 9,853 | $2.39M | 0.01% | −5−0.1% | Reduced |
| Schechter Investment Advisors, LLC | 9,852 | $2.39M | 0.20% | −810−7.6% | Reduced |
| Kestra Advisory Services, LLC | 9,797 | $2.38M | 0.01% | −267−2.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,779 | $2.37M | 0.02% | +259+2.7% | Added |
| Susquehanna International Group, LLP | 9,768 | $2.37M | 0.00% | −36,993−79.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,712 | $2.35M | 0.06% | +7,732+390.5% | Added |
| Lantz Financial LLC | 9,658 | $2.34M | 0.64% | −460−4.5% | Reduced |
| Merit Financial Group, LLC | 9,630 | $2.33M | 0.03% | +1,767+22.5% | Added |
| Mizuho Securities USA LLC | 9,370 | $2.27M | 0.05% | −1,708−15.4% | Reduced |
| Quest Partners LLC | 9,224 | $2.24M | 0.24% | −411−4.3% | Reduced |
| PGGM Investments | 9,021 | $2.19M | 0.03% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 8,992 | $2.18M | 0.02% | +264+3.0% | Added |
| Waterloo Capital, L.P. | 8,916 | $2.16M | 0.20% | +793+9.8% | Added |
| Leavell Investment Management, Inc. | 8,861 | $2.16M | 0.11% | −410−4.4% | Reduced |
| Park Place Capital Corp | 8,829 | $2.14M | 0.58% | +2,998+51.4% | Added |
| Avanza Fonder AB | 8,672 | $2.14M | 0.07% | +1,264+17.1% | Added |
| Rafferty Asset Management, LLC | 8,740 | $2.12M | 0.01% | −2,173−19.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 8,730 | $2.12M | 0.06% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 8,689 | $2.11M | 0.05% | −1,130−11.5% | Reduced |
| Buckhead Capital Management LLC | 8,688 | $2.11M | 0.68% | +194+2.3% | Added |
| Walleye Capital LLC | 8,621 | $2.09M | 0.02% | +8,621 | New |
| Naples Global Advisors, LLC | 8,340 | $2.03M | 0.19% | −345−4.0% | Reduced |
| Adviser Investments LLC | 8,354 | $2.03M | 0.03% | −2,726−24.6% | Reduced |
| QRG Capital Management, Inc. | 8,333 | $2.02M | 0.02% | +651+8.5% | Added |