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 |
|---|---|---|---|---|---|
| Kentucky Retirement Systems | 7,994 | $1.94M | 0.06% | −26−0.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 7,954 | $1.93M | 0.05% | +4,012+101.8% | Added |
| Sentry LLC | 7,948 | $1.93M | 0.38% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 7,761 | $1.88M | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 7,680 | $1.86M | 0.01% | +216+2.9% | Added |
| Lee Financial Co | 7,616 | $1.85M | 0.28% | −819−9.7% | Reduced |
| Vontobel Holding Ltd. | 7,571 | $1.84M | 0.01% | +450+6.3% | Added |
| Generali Asset Management SPA SGR | 7,521 | $1.82M | 0.04% | −6,829−47.6% | Reduced |
| Machina Capital S.A.S. | 7,491 | $1.82M | 0.54% | +7,491 | New |
| Hilton Capital Management, LLC | 7,457 | $1.81M | 0.15% | −627−7.8% | Reduced |
| Knollwood Investment Advisory, LLC | 7,385 | $1.79M | 0.20% | 00.0% | Unchanged |
| Natixis | 7,424 | $1.78M | 0.01% | +7,424 | New |
| First National Trust Co | 7,200 | $1.75M | 0.07% | −6,839−48.7% | Reduced |
| Boyar Asset Management Inc. | 7,181 | $1.74M | 1.26% | 00.0% | Unchanged |
| Whittier Trust Co | 7,134 | $1.73M | 0.02% | −5,356−42.9% | Reduced |
| Hartford Investment Management Co | 7,124 | $1.73M | 0.06% | −74−1.0% | Reduced |
| Manning & Napier Advisors LLC | 7,056 | $1.71M | 0.02% | −696−9.0% | Reduced |
| Trueblood Wealth Management, LLC | 7,030 | $1.70M | 0.79% | +186+2.7% | Added |
| Prescott Group Capital Management, L.L.C. | 7,000 | $1.70M | 0.25% | 00.0% | Unchanged |
| EFG Asset Management (Americas) Corp. | 6,995 | $1.70M | 0.34% | −36−0.5% | Reduced |
| Gulf International Bank (UK) Ltd | 6,984 | $1.69M | 0.06% | −2,245−24.3% | Reduced |
| Dean Capital Management | 6,959 | $1.69M | 0.74% | +169+2.5% | Added |
| Welch & Forbes LLC | 6,912 | $1.68M | 0.02% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 6,885 | $1.67M | 0.03% | +1,253+22.2% | Added |
| Kesler, Norman & Wride, LLC | 6,825 | $1.66M | 0.31% | +171+2.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 6,821 | $1.62M | 0.02% | −223−3.2% | Reduced |
| Dynasty Wealth Management, LLC | 6,614 | $1.60M | 0.03% | −181−2.7% | Reduced |
| Horizon Kinetics Asset Management LLC | 6,599 | $1.60M | 0.02% | +4,292+186.0% | Added |
| Nicholson Wealth Management Group, LLC | 6,559 | $1.59M | 1.04% | +268+4.3% | Added |
| CAPROCK Group, Inc. | 6,476 | $1.58M | 0.05% | +2,268+53.9% | Added |
| Norinchukin Bank, The | 6,443 | $1.56M | 0.03% | +900+16.2% | Added |
| Simplicity Wealth,LLC | 6,403 | $1.55M | 0.12% | +6,403 | New |
| Railway Pension Investments Ltd | 6,400 | $1.55M | 0.02% | +6,400 | New |
| Lecap Asset Management Ltd | 6,355 | $1.54M | 0.36% | +6,355 | New |
| Burling Wealth Partners, LLC | 6,313 | $1.53M | 0.32% | −435−6.4% | Reduced |
| Louisiana State Employees Retirement System | 6,300 | $1.53M | 0.03% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 6,257 | $1.52M | 0.05% | +100+1.6% | Added |
| Henshaw Capital LLC | 6,234 | $1.51M | 0.07% | +24+0.4% | Added |
| Principal Securities, Inc. | 6,566 | $1.48M | 0.03% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 6,214 | $1.48M | 0.00% | +4+0.1% | Added |
| Caxton Associates LLP | 6,116 | $1.48M | 0.05% | +6,116 | New |
| Mirabaud Asset Management Ltd | 6,193 | $1.47M | 0.77% | −2,414−28.0% | Reduced |
| TCTC Holdings, LLC | 6,047 | $1.47M | 0.05% | +68+1.1% | Added |
| PDT Partners, LLC | 6,037 | $1.46M | 0.10% | −30.0% | Reduced |
| EP Wealth Advisors, LLC | 5,972 | $1.45M | 0.01% | +8+0.1% | Added |
| Koshinski Asset Management, Inc. | 5,943 | $1.44M | 0.12% | +153+2.6% | Added |
| Spears Abacus Advisors LLC | 5,872 | $1.42M | 0.03% | 00.0% | Unchanged |
| Wellington Management Group LLP | 5,849 | $1.42M | 0.00% | +1,213+26.2% | Added |
| SNS Financial Group, LLC | 5,775 | $1.41M | 0.14% | −339−5.5% | Reduced |
| NBC Securities, Inc. | 5,796 | $1.41M | 0.12% | +5,791+115,820.0% | Added |
| Summit Financial, LLC | 5,749 | $1.39M | 0.04% | +477+9.0% | Added |
| Bullock Wealth Management Group | 5,688 | $1.39M | 0.78% | −181−3.1% | Reduced |
| Crawford Investment Counsel Inc | 5,731 | $1.39M | 0.02% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 5,614 | $1.37M | 0.00% | −205−3.5% | Reduced |
| Ostrum Asset Management | 5,649 | $1.37M | 0.07% | −2,098−27.1% | Reduced |
| Centaurus Financial, Inc. | 5,591 | $1.36M | 0.08% | −651−10.4% | Reduced |
| Aigen Investment Management, LP | 5,572 | $1.35M | 0.22% | +5,572 | New |
| Callan Family Office, LLC | 5,503 | $1.33M | 0.10% | −3−0.1% | Reduced |
| Maryland State Retirement & Pension System | 5,473 | $1.33M | 0.03% | −779−12.5% | Reduced |
| E. Ohman J:or Asset Management AB | 5,450 | $1.32M | 0.04% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 5,450 | $1.32M | 0.05% | −100−1.8% | Reduced |
| Catalyst Capital Advisors LLC | 5,352 | $1.30M | 0.03% | +260+5.1% | Added |
| HB Wealth Management, LLC | 5,206 | $1.26M | 0.01% | +2,249+76.1% | Added |
| Tributary Capital Management, LLC | 5,205 | $1.26M | 0.11% | +202+4.0% | Added |
| Achmea Investment Management B.V. | 5,198 | $1.26M | 0.02% | −56−1.1% | Reduced |
| Prospera Financial Services Inc | 5,131 | $1.24M | 0.03% | −44−0.9% | Reduced |
| Tower Research Capital LLC (TRC) | 5,102 | $1.24M | 0.04% | −540−9.6% | Reduced |
| Johnson Investment Counsel Inc | 5,084 | $1.23M | 0.01% | +141+2.9% | Added |
| Oak Thistle LLC | 5,084 | $1.23M | 0.25% | −405−7.4% | Reduced |
| Vident Advisory, LLC | 5,034 | $1.22M | 0.02% | +1,835+57.4% | Added |
| Lord & Richards Wealth Management, LLC | 4,998 | $1.21M | 1.37% | +2,615+109.7% | Added |
| Savant Capital, LLC | 4,973 | $1.21M | 0.01% | +1,418+39.9% | Added |
| Allstate Corp | 4,971 | $1.21M | 0.04% | +1,381+38.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 4,969 | $1.21M | 0.01% | +744+17.6% | Added |
| Twinbeech Capital LP | 4,940 | $1.20M | 0.02% | +4,940 | New |
| HighPoint Advisor Group LLC | 4,956 | $1.19M | 0.07% | +118+2.4% | Added |
| Harbor Capital Advisors, Inc. | 4,842 | $1.17M | 0.05% | −4,702−49.3% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 4,793 | $1.16M | 0.06% | +4,793 | New |
| Atomi Financial Group, Inc. | 4,780 | $1.16M | 0.05% | +676+16.5% | Added |
| Great Lakes Advisors, LLC | 4,752 | $1.15M | 0.01% | −23,882−83.4% | Reduced |
| Silvercrest Asset Management Group LLC | 4,750 | $1.15M | 0.01% | −3,631−43.3% | Reduced |
| Montag & Caldwell, LLC | 4,730 | $1.15M | 0.27% | 00.0% | Unchanged |
| Menard Financial Group LLC | 4,725 | $1.10M | 0.72% | +639+15.6% | Added |
| Tiaa Trust, National Association | 4,511 | $1.09M | 0.00% | −355−7.3% | Reduced |
| Capital International Inc | 4,453 | $1.08M | 0.01% | −13,551−75.3% | Reduced |
| LVW Advisors, LLC | 4,372 | $1.06M | 0.13% | +401+10.1% | Added |
| RSM US Wealth Management LLC | 4,296 | $1.05M | 0.02% | −503−10.5% | Reduced |
| Eukles Asset Management | 4,291 | $1.04M | 0.46% | +614+16.7% | Added |
| NewEdge Wealth, LLC | 4,268 | $1.03M | 0.02% | −136−3.1% | Reduced |
| PFG Investments, LLC | 4,238 | $1.03M | 0.07% | +20.0% | Added |
| Omers Administration Corp | 4,225 | $1.02M | 0.01% | −699−14.2% | Reduced |
| Hilltop Holdings Inc. | 4,186 | $1.01M | 0.06% | −414−9.0% | Reduced |
| Dakota Wealth Management | 4,150 | $1.01M | 0.02% | +4,150 | New |
| Quadrant Capital Group LLC | 4,138 | $1.00M | 0.04% | +776+23.1% | Added |
| Wall Street Access Asset Management, LLC | 4,095 | $992.9K | 0.40% | +81+2.0% | Added |
| Jones Financial Companies LLLP | 4,172 | $992.1K | 0.00% | +819+24.4% | Added |
| GAMMA Investing LLC | 4,083 | $990.0K | 0.07% | +901+28.3% | Added |
| J. Safra Sarasin Holding AG | 4,044 | $980.5K | 0.02% | −706−14.9% | Reduced |
| Empirical Finance, LLC | 4,038 | $979.1K | 0.06% | +120+3.1% | Added |
| Biltmore Family Office, LLC | 4,015 | $977.0K | 0.17% | 00.0% | Unchanged |