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, Q3 2025
Institutional positions in Broadridge Financial Solutions, Inc. as of Sep 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
- 1,105
- +26 vs. Q2 2025
- Shares held
- 105.6M
- +870.2K (+0.8%) vs. Q2 2025
- Total value
- $25.1B
- −$290.2M (−1.1%) vs. Q2 2025
- New holders
- 106
- 376 more added
- Sold out
- 80
- 395 more reduced
19 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Broadridge Financial Solutions, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of Montreal | 98,492 | $23.5M | 0.01% | +11,754+13.6% | Added |
| Credit Agricole S A | 100,283 | $23.9M | 0.08% | +100,283 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 102,790 | $23.9M | 0.06% | +3,776+3.8% | Added |
| Wendell David Associates Inc | 101,134 | $24.1M | 2.38% | +205+0.2% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 102,246 | $24.4M | 0.04% | −3,449−3.3% | Reduced |
| Dearborn Partners LLC | 102,770 | $24.5M | 1.15% | −901−0.9% | Reduced |
| FMR LLC | 103,468 | $24.6M | 0.00% | +3,550+3.6% | Added |
| State Board of Administration of Florida Retirement System | 104,914 | $25.0M | 0.04% | −9,006−7.9% | Reduced |
| Squarepoint Ops LLC | 105,826 | $25.2M | 0.05% | +102,331+2,927.9% | Added |
| Citigroup Inc | 107,383 | $25.6M | 0.02% | +168+0.2% | Added |
| Man Group plc | 109,517 | $26.1M | 0.05% | +77,800+245.3% | Added |
| Advisor Group Holdings, Inc. | 109,017 | $26.1M | 0.04% | +92,667+566.8% | Added |
| Victory Capital Management Inc | 110,699 | $26.4M | 0.02% | −7,040−6.0% | Reduced |
| Quantinno Capital Management LP | 111,000 | $26.4M | 0.07% | +60,336+119.1% | Added |
| Bath Savings Trust Co | 111,888 | $26.6M | 2.64% | −463−0.4% | Reduced |
| Royal London Asset Management Ltd | 112,657 | $26.8M | 0.06% | +6,880+6.5% | Added |
| Aptus Capital Advisors, LLC | 114,375 | $27.2M | 0.25% | +2,911+2.6% | Added |
| Citizens Financial Group Inc | 119,211 | $28.5M | 0.39% | +116,556+4,390.1% | Added |
| TD Asset Management Inc | 120,009 | $28.6M | 0.02% | −98,634−45.1% | Reduced |
| Natixis Advisors, L.P. | 127,967 | $30.5M | 0.04% | −83−0.1% | Reduced |
| Public Employees Retirement Association of Colorado | 131,851 | $31.4M | 0.12% | 00.0% | Unchanged |
| ASR Vermogensbeheer N.V. | 137,632 | $32.8M | 0.40% | +5,537+4.2% | Added |
| Standard Life Aberdeen plc | 138,711 | $32.9M | 0.05% | −13,168−8.7% | Reduced |
| Zacks Investment Management | 140,644 | $33.5M | 0.27% | +767+0.5% | Added |
| AXA Investment Managers S.A. | 144,935 | $34.5M | 0.09% | +144,935 | New |
| Great West Life Assurance Co | 149,458 | $35.5M | 0.05% | +5,858+4.1% | Added |
| Colony Group, LLC | 150,854 | $36.0M | 0.06% | −3,152−2.0% | Reduced |
| Neuberger Berman Group LLC | 151,685 | $36.1M | 0.03% | +21,726+16.7% | Added |
| Assenagon Asset Management S.A. | 156,407 | $37.3M | 0.06% | −23,264−12.9% | Reduced |
| Russell Investments Group, Ltd. | 159,783 | $38.0M | 0.04% | +20,166+14.4% | Added |
| Anchor Capital Advisors LLC | 167,630 | $39.9M | 1.16% | −4,143−2.4% | Reduced |
| National Pension Service | 174,491 | $41.6M | 0.03% | +2,714+1.6% | Added |
| Benjamin Edwards Inc | 177,450 | $42.3M | 0.48% | +1,831+1.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 187,194 | $44.6M | 0.39% | −8,418−4.3% | Reduced |
| Canada Pension Plan Investment Board | 199,429 | $47.5M | 0.03% | +13,139+7.1% | Added |
| BNP Paribas Arbitrage, SA | 201,850 | $48.1M | 0.04% | +10,738+5.6% | Added |
| American Century Companies Inc | 203,072 | $48.4M | 0.02% | −75,997−27.2% | Reduced |
| California State Teachers Retirement System | 214,337 | $51.0M | 0.05% | +1,983+0.9% | Added |
| GW&K Investment Management, LLC | 215,556 | $51.3M | 0.45% | −2,943−1.3% | Reduced |
| Balyasny Asset Management LLC | 223,879 | $53.3M | 0.11% | −18,431−7.6% | Reduced |
| Nordea Investment Management AB | 228,444 | $54.2M | 0.05% | +8,130+3.7% | Added |
| Royal Bank of Canada | 228,135 | $54.3M | 0.01% | −46,732−17.0% | Reduced |
| Schwartz Investment Counsel Inc | 247,350 | $58.9M | 1.98% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 254,093 | $59.0M | 0.52% | −4,362−1.7% | Reduced |
| King Luther Capital Management Corp | 255,743 | $60.9M | 0.25% | −6,765−2.6% | Reduced |
| HSBC Holdings PLC | 267,130 | $63.6M | 0.04% | −57,962−17.8% | Reduced |
| Rhumbline Advisers | 271,055 | $64.6M | 0.05% | +7,353+2.8% | Added |
| Junto Capital Management LP | 271,872 | $64.8M | 1.36% | +271,872 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 275,541 | $65.6M | 0.04% | +3,700+1.4% | Added |
| AQR Capital Management LLC | 279,446 | $66.1M | 0.04% | +15,364+5.8% | Added |
| First Trust Advisors LP | 286,422 | $68.2M | 0.05% | −28,490−9.0% | Reduced |
| Fenimore Asset Management Inc | 318,791 | $75.9M | 1.52% | +2,260+0.7% | Added |
| LPL Financial LLC | 320,998 | $76.5M | 0.02% | +11,930+3.9% | Added |
| Swiss National Bank | 338,600 | $80.6M | 0.05% | −15,600−4.4% | Reduced |
| Baird Financial Group, Inc. | 346,899 | $82.6M | 0.13% | −110,392−24.1% | Reduced |
| Earnest Partners LLC | 356,929 | $85.0M | 0.37% | −8,720−2.4% | Reduced |
| California Public Employees Retirement System | 360,365 | $85.8M | 0.05% | −74,328−17.1% | Reduced |
| Nuveen, LLC | 376,125 | $89.6M | 0.02% | −7,618−2.0% | Reduced |
| Parnassus Investments | 380,373 | $90.6M | 0.21% | −12,425−3.2% | Reduced |
| Raymond James Financial Inc | 384,949 | $91.7M | 0.03% | −7,410−1.9% | Reduced |
| Principal Financial Group Inc | 387,023 | $92.2M | 0.05% | −10,579−2.7% | Reduced |
| Captrust Financial Advisors | 407,023 | $96.9M | 0.20% | +1,626+0.4% | Added |
| Deutsche Bank AG | 423,374 | $100.8M | 0.03% | −13,006−3.0% | Reduced |
| Rathbone Brothers plc | 431,446 | $102.8M | 0.42% | −1340.0% | Reduced |
| CIBC Private Wealth Group, LLC | 436,784 | $104.0M | 0.18% | −5,521−1.2% | Reduced |
| CI Private Wealth, LLC | 455,784 | $106.3M | 0.17% | +25,137+5.8% | Added |
| Qube Research & Technologies Ltd | 485,025 | $115.5M | 0.16% | +254,491+110.4% | Added |
| UBS Group AG | 514,779 | $122.6M | 0.02% | +98,192+23.6% | Added |
| Envestnet Asset Management Inc | 563,281 | $134.2M | 0.04% | −29,562−5.0% | Reduced |
| Confluence Investment Management LLC | 583,912 | $139.1M | 1.98% | −13,633−2.3% | Reduced |
| Amundi | 605,537 | $142.4M | 0.05% | −146,951−19.5% | Reduced |
| Bank of America Corp | 671,157 | $159.8M | 0.01% | −179,747−21.1% | Reduced |
| Franklin Resources Inc | 675,748 | $160.9M | 0.04% | −37,126−5.2% | Reduced |
| Macquarie Group Ltd | 681,993 | $162.4M | 0.19% | −28,005−3.9% | Reduced |
| Van Eck Associates Corp | 700,536 | $166.8M | 0.16% | +679,489+3,228.4% | Added |
| Charles Schwab Investment Management Inc | 708,091 | $168.6M | 0.03% | +3,241+0.5% | Added |
| Goldman Sachs Group Inc | 779,500 | $185.7M | 0.03% | −58,831−7.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 827,025 | $197.0M | 0.48% | −35,908−4.2% | Reduced |
| Bank of New York Mellon Corp | 846,778 | $201.7M | 0.04% | +15,040+1.8% | Added |
| Fayez Sarofim & Co | 883,671 | $210.5M | 0.49% | −2,608−0.3% | Reduced |
| Capital International Investors | 887,931 | $211.5M | 0.03% | −618,112−41.0% | Reduced |
| JPMorgan Chase & Co | 918,700 | $218.8M | 0.01% | +292,801+46.8% | Added |
| T. Rowe Price Investment Management, Inc. | 951,805 | $226.7M | 0.14% | −1,310,397−57.9% | Reduced |
| Dimensional Fund Advisors LP | 955,433 | $227.5M | 0.05% | −36,254−3.7% | Reduced |
| Legal & General Group Plc | 962,059 | $229.1M | 0.05% | −120,240−11.1% | Reduced |
| UBS Asset Management Americas Inc | 1,094,065 | $260.6M | 0.06% | −224,973−17.1% | Reduced |
| Jensen Investment Management Inc | 1,099,850 | $262.0M | 3.25% | −197,233−15.2% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 1,109,355 | $264.1M | 5.06% | −11,634−1.0% | Reduced |
| Wells Fargo & Company | 1,167,311 | $278.0M | 0.06% | −57,844−4.7% | Reduced |
| Bahl & Gaynor Inc | 1,185,303 | $282.3M | 1.40% | −5,474−0.5% | Reduced |
| Ameriprise Financial Inc | 1,239,881 | $294.7M | 0.07% | +100,348+8.8% | Added |
| APG Asset Management N.V. | 1,494,390 | $302.9M | 0.85% | −183,313−10.9% | Reduced |
| Invesco Ltd. | 1,433,682 | $341.5M | 0.05% | −33,092−2.3% | Reduced |
| Stifel Financial Corp | 1,508,092 | $359.2M | 0.33% | −44,710−2.9% | Reduced |
| Northern Trust Corp | 1,711,824 | $407.7M | 0.05% | +105,696+6.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,901,022 | $452.8M | 0.33% | +149,756+8.6% | Added |
| Barclays PLC | 1,972,799 | $469.9M | 0.17% | +14,631+0.7% | Added |
| Janus Henderson Group PLC | 3,118,052 | $742.6M | 0.34% | +12,378+0.4% | Added |
| Geode Capital Management, LLC | 3,342,345 | $793.1M | 0.05% | +50,104+1.5% | Added |
| Price T Rowe Associates Inc | 3,587,562 | $854.5M | 0.09% | +55,256+1.6% | Added |