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, Q2 2025
Institutional positions in Broadridge Financial Solutions, Inc. as of Jun 30, 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
- 1,098
- +7 vs. Q1 2025
- Shares held
- 105.4M
- +398.5K (+0.4%) vs. Q1 2025
- Total value
- $25.5B
- +$122.0M (+0.5%) vs. Q1 2025
- New holders
- 85
- 468 more added
- Sold out
- 78
- 361 more reduced
18 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Broadridge Financial Solutions, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal London Asset Management Ltd | 105,777 | $25.7M | 0.06% | −2,192−2.0% | Reduced |
| Citigroup Inc | 107,215 | $26.1M | 0.02% | −30,959−22.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 107,459 | $26.1M | 0.09% | +76,802+250.5% | Added |
| Korea Investment CORP | 109,390 | $26.6M | 0.06% | +29,457+36.9% | Added |
| Aptus Capital Advisors, LLC | 111,464 | $27.1M | 0.27% | +8,545+8.3% | Added |
| Bath Savings Trust Co | 112,351 | $27.3M | 2.76% | −542−0.5% | Reduced |
| State Board of Administration of Florida Retirement System | 113,920 | $27.7M | 0.05% | +1,410+1.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 116,051 | $28.2M | 0.07% | +4,174+3.7% | Added |
| Victory Capital Management Inc | 117,739 | $28.6M | 0.02% | +42,195+55.9% | Added |
| Natixis Advisors, L.P. | 128,050 | $31.1M | 0.05% | +10,368+8.8% | Added |
| Neuberger Berman Group LLC | 129,959 | $31.6M | 0.02% | +110,470+566.8% | Added |
| Public Employees Retirement Association of Colorado | 131,851 | $32.0M | 0.12% | −289−0.2% | Reduced |
| ASR Vermogensbeheer N.V. | 132,095 | $32.1M | 0.42% | +1,660+1.3% | Added |
| AXA S.A. | 138,166 | $33.6M | 0.10% | +47,939+53.1% | Added |
| Russell Investments Group, Ltd. | 139,617 | $33.9M | 0.04% | +13,738+10.9% | Added |
| Zacks Investment Management | 139,877 | $34.0M | 0.29% | +1,483+1.1% | Added |
| Great West Life Assurance Co | 143,600 | $34.9M | 0.06% | −8,273−5.4% | Reduced |
| Standard Life Aberdeen plc | 151,879 | $36.5M | 0.06% | +28,225+22.8% | Added |
| Colony Group, LLC | 154,006 | $37.5M | 0.08% | +979+0.6% | Added |
| Mackenzie Financial Corp | 160,831 | $39.1M | 0.05% | −15,490−8.8% | Reduced |
| Anchor Capital Advisors LLC | 171,773 | $41.7M | 1.23% | −8,455−4.7% | Reduced |
| National Pension Service | 171,777 | $41.7M | 0.04% | +1,308+0.8% | Added |
| Benjamin Edwards Inc | 175,619 | $42.7M | 0.54% | +1,421+0.8% | Added |
| Assenagon Asset Management S.A. | 179,671 | $43.7M | 0.07% | −65,049−26.6% | Reduced |
| Canada Pension Plan Investment Board | 186,290 | $45.3M | 0.04% | +6,822+3.8% | Added |
| BNP Paribas Arbitrage, SA | 191,112 | $46.4M | 0.04% | +25,302+15.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 195,612 | $47.5M | 0.45% | −11,825−5.7% | Reduced |
| California State Teachers Retirement System | 212,354 | $51.6M | 0.06% | +33,303+18.6% | Added |
| Nordea Investment Management AB | 220,314 | $52.9M | 0.05% | +63,798+40.8% | Added |
| GW&K Investment Management, LLC | 218,499 | $53.1M | 0.48% | −4,363−2.0% | Reduced |
| TD Asset Management Inc | 218,643 | $53.1M | 0.05% | −12,400−5.4% | Reduced |
| Qube Research & Technologies Ltd | 230,534 | $56.0M | 0.08% | −66,361−22.4% | Reduced |
| Balyasny Asset Management LLC | 242,310 | $58.9M | 0.13% | −149,897−38.2% | Reduced |
| Schwartz Investment Counsel Inc | 247,350 | $60.1M | 1.98% | 00.0% | Unchanged |
| Ninety One UK Ltd | 258,035 | $62.7M | 0.15% | −14,902−5.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 258,455 | $62.8M | 0.56% | −3,111−1.2% | Reduced |
| AQR Capital Management LLC | 264,082 | $63.5M | 0.05% | +52,978+25.1% | Added |
| King Luther Capital Management Corp | 262,508 | $63.8M | 0.28% | −2,872−1.1% | Reduced |
| Rhumbline Advisers | 263,702 | $64.1M | 0.05% | +1,847+0.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 271,841 | $66.1M | 0.04% | +10,992+4.2% | Added |
| Royal Bank of Canada | 274,867 | $66.8M | 0.01% | −45,678−14.3% | Reduced |
| American Century Companies Inc | 279,069 | $67.8M | 0.04% | +26,862+10.7% | Added |
| LPL Financial LLC | 309,068 | $75.1M | 0.03% | +5,864+1.9% | Added |
| First Trust Advisors LP | 314,912 | $76.5M | 0.06% | +67,751+27.4% | Added |
| Fenimore Asset Management Inc | 316,531 | $76.9M | 1.54% | +2,065+0.7% | Added |
| HSBC Holdings PLC | 325,092 | $78.9M | 0.05% | −14,227−4.2% | Reduced |
| Millennium Management LLC | 332,143 | $80.7M | 0.07% | +202,677+156.5% | Added |
| Swiss National Bank | 354,200 | $86.1M | 0.05% | +24,500+7.4% | Added |
| Earnest Partners LLC | 365,649 | $88.9M | 0.40% | +1,735+0.5% | Added |
| Nuveen, LLC | 383,743 | $93.3M | 0.03% | +6,587+1.7% | Added |
| Raymond James Financial Inc | 392,359 | $95.4M | 0.03% | +876+0.2% | Added |
| Parnassus Investments | 392,798 | $95.5M | 0.22% | −45,683−10.4% | Reduced |
| Principal Financial Group Inc | 397,602 | $96.6M | 0.05% | −7,228−1.8% | Reduced |
| Captrust Financial Advisors | 405,397 | $98.5M | 0.22% | −2,516−0.6% | Reduced |
| UBS Group AG | 416,587 | $101.2M | 0.02% | −161,228−27.9% | Reduced |
| Rathbone Brothers plc | 431,580 | $104.9M | 0.45% | −5,858−1.3% | Reduced |
| CI Private Wealth, LLC | 430,647 | $105.0M | 0.15% | +21,952+5.4% | Added |
| California Public Employees Retirement System | 434,693 | $105.6M | 0.07% | −79,688−15.5% | Reduced |
| Deutsche Bank AG | 436,380 | $106.1M | 0.04% | −49,130−10.1% | Reduced |
| CIBC Private Wealth Group, LLC | 442,305 | $107.5M | 0.19% | −2,128−0.5% | Reduced |
| Baird Financial Group, Inc. | 457,291 | $111.1M | 0.19% | −17,452−3.7% | Reduced |
| Alliancebernstein L.P. | 465,814 | $113.2M | 0.04% | −38,558−7.6% | Reduced |
| Norges Bank | 509,451 | $123.8M | 0.02% | +50,098+10.9% | Added |
| Envestnet Asset Management Inc | 592,843 | $144.1M | 0.04% | −55,193−8.5% | Reduced |
| Confluence Investment Management LLC | 597,545 | $145.2M | 2.05% | −12,195−2.0% | Reduced |
| JPMorgan Chase & Co | 625,899 | $152.1M | 0.01% | +8,184+1.3% | Added |
| Charles Schwab Investment Management Inc | 704,850 | $171.3M | 0.03% | +10,219+1.5% | Added |
| Macquarie Group Ltd | 709,998 | $172.6M | 0.21% | −33,886−4.6% | Reduced |
| Franklin Resources Inc | 712,874 | $173.2M | 0.05% | −31,766−4.3% | Reduced |
| Amundi | 752,488 | $179.1M | 0.06% | +89,227+13.5% | Added |
| Bank of New York Mellon Corp | 831,738 | $202.1M | 0.04% | −38,313−4.4% | Reduced |
| Goldman Sachs Group Inc | 838,331 | $203.7M | 0.03% | +111,740+15.4% | Added |
| Bank of America Corp | 850,904 | $206.8M | 0.02% | +165,965+24.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 862,933 | $209.7M | 0.50% | +5,807+0.7% | Added |
| Fayez Sarofim & Co | 886,279 | $215.4M | 0.52% | −5,311−0.6% | Reduced |
| Dimensional Fund Advisors LP | 991,687 | $241.0M | 0.06% | +1,519+0.2% | Added |
| Legal & General Group Plc | 1,082,299 | $263.0M | 0.07% | −7,008−0.6% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 1,120,989 | $272.3M | 4.95% | −2,876−0.3% | Reduced |
| Ameriprise Financial Inc | 1,139,533 | $276.6M | 0.07% | +103,595+10.0% | Added |
| Bahl & Gaynor Inc | 1,190,777 | $289.4M | 1.46% | +22,426+1.9% | Added |
| Wells Fargo & Company | 1,225,155 | $297.7M | 0.07% | +33,528+2.8% | Added |
| Jensen Investment Management Inc | 1,297,083 | $315.2M | 3.69% | −89,526−6.5% | Reduced |
| UBS Asset Management Americas Inc | 1,319,038 | $320.6M | 0.06% | +242,277+22.5% | Added |
| APG Asset Management N.V. | 1,677,703 | $347.3M | 1.03% | +51,313+3.2% | Added |
| Invesco Ltd. | 1,466,774 | $356.5M | 0.06% | +36,355+2.5% | Added |
| Capital International Investors | 1,506,043 | $366.0M | 0.06% | −23,918−1.6% | Reduced |
| Stifel Financial Corp | 1,552,802 | $377.4M | 0.37% | −22,236−1.4% | Reduced |
| Northern Trust Corp | 1,606,128 | $390.3M | 0.05% | +32,801+2.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,751,266 | $425.6M | 0.34% | +61,659+3.6% | Added |
| Barclays PLC | 1,958,168 | $475.9M | 0.19% | +27,214+1.4% | Added |
| T. Rowe Price Investment Management, Inc. | 2,262,202 | $549.8M | 0.35% | +20,216+0.9% | Added |
| Janus Henderson Group PLC | 3,105,674 | $754.8M | 0.37% | +20,497+0.7% | Added |
| Geode Capital Management, LLC | 3,292,241 | $797.0M | 0.06% | +136,386+4.3% | Added |
| Price T Rowe Associates Inc | 3,532,306 | $858.5M | 0.10% | −28,193−0.8% | Reduced |
| Morgan Stanley | 5,060,935 | $1.23B | 0.08% | −27,908−0.5% | Reduced |
| State Street Corp | 5,642,154 | $1.38B | 0.05% | +35,061+0.6% | Added |
| BlackRock, Inc. | 10,508,647 | $2.55B | 0.05% | −45,752−0.4% | Reduced |
| Vanguard Group Inc | 15,031,420 | $3.65B | 0.06% | +298,273+2.0% | Added |
| Junto Capital Management LP | 0 | $0 | 0.00% | −264,411−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −146,381−100.0% | Sold out |