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 |
|---|---|---|---|---|---|
| Universal- Beteiligungs- und Servicegesellschaft mbH | 102,246 | $24.4M | 0.04% | −3,449−3.3% | Reduced |
| Wendell David Associates Inc | 101,134 | $24.1M | 2.38% | +205+0.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 102,790 | $23.9M | 0.06% | +3,776+3.8% | Added |
| Credit Agricole S A | 100,283 | $23.9M | 0.08% | +100,283 | New |
| Bank of Montreal | 98,492 | $23.5M | 0.01% | +11,754+13.6% | Added |
| Gotham Asset Management, LLC | 97,193 | $23.1M | 0.10% | +45,239+87.1% | Added |
| New York State Common Retirement Fund | 94,567 | $22.5M | 0.03% | +12,024+14.6% | Added |
| Mackenzie Financial Corp | 94,339 | $22.5M | 0.03% | −66,492−41.3% | Reduced |
| Storebrand Asset Management AS | 93,154 | $22.2M | 0.06% | +8,496+10.0% | Added |
| Geneva Capital Management LLC | 92,998 | $22.1M | 0.38% | −4,513−4.6% | Reduced |
| Aviva PLC | 92,900 | $22.1M | 0.04% | +5,463+6.2% | Added |
| New York State Teachers Retirement System | 90,108 | $21.5M | 0.04% | −400.0% | Reduced |
| Jane Street Group, LLC | 88,400 | $21.1M | 0.02% | +88,400 | New |
| Kovitz Investment Group Partners, LLC | 87,207 | $20.8M | 0.08% | +18,154+26.3% | Added |
| Truist Financial Corp | 86,038 | $20.5M | 0.03% | −612−0.7% | Reduced |
| Toroso Investments, LLC | 83,524 | $19.9M | 0.08% | +72,079+629.8% | Added |
| Adage Capital Partners GP, L.L.C. | 82,600 | $19.7M | 0.03% | +30,000+57.0% | Added |
| Nicholas Company, Inc. | 81,509 | $19.4M | 0.33% | −150.0% | Reduced |
| Congress Asset Management Co | 80,734 | $19.2M | 0.13% | −1,138−1.4% | Reduced |
| Teacher Retirement System of Texas | 79,121 | $18.8M | 0.08% | −24,269−23.5% | Reduced |
| National Bank of Canada | 78,805 | $18.8M | 0.02% | −9,624−10.9% | Reduced |
| Forsta Ap-Fonden | 77,800 | $18.5M | 0.11% | +4,300+5.9% | Added |
| State of Wisconsin Investment Board | 72,449 | $17.3M | 0.04% | +3,006+4.3% | Added |
| Toronto Dominion Bank | 71,671 | $17.1M | 0.03% | +24,034+50.5% | Added |
| Rakuten Investment Management, Inc. | 174,812 | $17.0M | 0.07% | +174,812 | New |
| Korea Investment CORP | 71,015 | $16.9M | 0.03% | −38,375−35.1% | Reduced |
| Pictet Asset Management Holding SA | 70,881 | $16.9M | 0.02% | +1,020+1.5% | Added |
| Walter Public Investments Inc. | 70,669 | $16.8M | 2.77% | −15,471−18.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 70,457 | $16.8M | 0.04% | −6,147−8.0% | Reduced |
| SEI Investments Co | 70,329 | $16.8M | 0.02% | +17,393+32.9% | Added |
| Motley Fool Wealth Management, LLC | 69,748 | $16.6M | 1.13% | −18,360−20.8% | Reduced |
| Running Oak Capital LLC | 68,587 | $16.4M | 1.84% | −1,299−1.9% | Reduced |
| Addenda Capital Inc. | 67,152 | $16.0M | 0.47% | +14,942+28.6% | Added |
| Manufacturers Life Insurance Company, The | 67,118 | $16.0M | 0.01% | +734+1.1% | Added |
| CIBC Asset Management Inc | 66,539 | $15.8M | 0.05% | +1,911+3.0% | Added |
| Public Employees Retirement System of Ohio | 64,267 | $15.3M | 0.05% | +487+0.8% | Added |
| Jacobs Levy Equity Management, Inc | 63,908 | $15.2M | 0.06% | +63,908 | New |
| Prudential Financial Inc | 63,567 | $15.1M | 0.02% | −2,812−4.2% | Reduced |
| ING Groep NV | 62,642 | $14.9M | 0.08% | +38,286+157.2% | Added |
| Danske Bank A/S | 62,067 | $14.8M | 0.04% | +4,000+6.9% | Added |
| Kelly Lawrence W & Associates Inc | 61,542 | $14.7M | 3.55% | −9,205−13.0% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 59,776 | $14.2M | 0.04% | −2,267−3.7% | Reduced |
| Douglas Lane & Associates, LLC | 59,499 | $14.2M | 0.20% | −1,236−2.0% | Reduced |
| Advisors Asset Management, Inc. | 59,351 | $14.1M | 0.24% | +812+1.4% | Added |
| McRae Capital Management Inc | 57,779 | $13.8M | 2.73% | −850−1.4% | Reduced |
| Washington Trust Co | 57,772 | $13.8M | 0.45% | −295−0.5% | Reduced |
| Asset Management One Co.,Ltd. | 57,268 | $13.6M | 0.04% | +2,242+4.1% | Added |
| Susquehanna Fundamental Investments, LLC | 57,228 | $13.6M | 0.53% | −200.0% | Reduced |
| FineMark National Bank & Trust | 57,160 | $13.6M | 0.44% | −290−0.5% | Reduced |
| GHP Investment Advisors, Inc. | 56,071 | $13.4M | 0.56% | +1,981+3.7% | Added |
| Crossmark Global Holdings, Inc. | 56,036 | $13.3M | 0.20% | −11,675−17.2% | Reduced |
| DekaBank Deutsche Girozentrale | 55,970 | $13.3M | 0.02% | 00.0% | Unchanged |
| Commerce Bank | 54,816 | $13.1M | 0.07% | +280+0.5% | Added |
| Voya Investment Management LLC | 54,341 | $12.9M | 0.01% | −12,835−19.1% | Reduced |
| Twinbeech Capital LP | 53,346 | $12.7M | 0.50% | +53,346 | New |
| Renaissance Technologies LLC | 52,800 | $12.6M | 0.02% | +52,800 | New |
| First National Bank of Omaha | 52,707 | $12.6M | 0.79% | −9,558−15.4% | Reduced |
| Treasurer of the State of North Carolina | 52,393 | $12.5M | 0.04% | −2,046−3.8% | Reduced |
| Alley Investment Management Company, LLC | 51,472 | $12.3M | 1.42% | +120+0.2% | Added |
| Federated Hermes, Inc. | 51,030 | $12.2M | 0.02% | −22,347−30.5% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 50,842 | $12.1M | 0.10% | +12,700+33.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 50,317 | $12.0M | 0.29% | +43,494+637.5% | Added |
| Gillson Capital LP | 49,810 | $11.9M | 1.03% | +49,810 | New |
| US Bancorp | 49,361 | $11.8M | 0.01% | −1,210−2.4% | Reduced |
| Citadel Advisors LLC | 49,173 | $11.7M | 0.01% | −620−1.2% | Reduced |
| The PNC Financial Services Group, Inc. | 48,851 | $11.6M | 0.01% | −1,930−3.8% | Reduced |
| Schroder Investment Management Group | 48,278 | $11.5M | 0.01% | −666−1.4% | Reduced |
| ProShare Advisors LLC | 47,419 | $11.3M | 0.02% | +4,068+9.4% | Added |
| Ensign Peak Advisors, Inc | 47,146 | $11.2M | 0.02% | +405+0.9% | Added |
| Integrated Wealth Concepts LLC | 47,061 | $11.2M | 0.10% | +3,272+7.5% | Added |
| HighTower Advisors, LLC | 46,797 | $11.1M | 0.01% | −3,000−6.0% | Reduced |
| Handelsbanken Fonder AB | 46,370 | $11.0M | 0.04% | −743−1.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 45,362 | $10.8M | 0.06% | +5,206+13.0% | Added |
| La Banque Postale Asset Management SA | 44,956 | $10.7M | 0.13% | +362+0.8% | Added |
| Swedbank AB | 44,902 | $10.7M | 0.01% | +2,828+6.7% | Added |
| Southernsun Asset Management, LLC | 44,798 | $10.7M | 1.38% | −1,970−4.2% | Reduced |
| Mn Services Vermogensbeheer B.V. | 44,730 | $10.7M | 0.07% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 44,020 | $10.5M | 0.04% | +809+1.9% | Added |
| Pinebridge Investments, L.P. | 44,080 | $10.5M | 0.08% | −27,777−38.7% | Reduced |
| Mattern Capital Management, LLC | 41,854 | $9.97M | 1.17% | −405−1.0% | Reduced |
| Cetera Investment Advisers | 41,771 | $9.95M | 0.01% | +10,932+35.4% | Added |
| Apollon Wealth Management, LLC | 41,680 | $9.93M | 0.18% | +1,042+2.6% | Added |
| KLP Kapitalforvaltning AS | 41,400 | $9.89M | 0.04% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 41,534 | $9.89M | 0.02% | −74,517−64.2% | Reduced |
| Comerica Bank | 41,184 | $9.81M | 0.04% | −2,154−5.0% | Reduced |
| Santa Monica Partners LP | 40,793 | $9.72M | 5.70% | 00.0% | Unchanged |
| Empowered Funds, LLC | 40,004 | $9.53M | 0.10% | +4,371+12.3% | Added |
| Lyell Wealth Management, LP | 39,583 | $9.43M | 0.70% | +1,456+3.8% | Added |
| State of New Jersey Common Pension Fund D | 39,472 | $9.40M | 0.03% | +3,730+10.4% | Added |
| Crown Oak Advisors, LLC | 38,092 | $9.26M | 4.38% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 38,846 | $9.25M | 0.02% | −158−0.4% | Reduced |
| McCollum Christoferson Group LLC | 38,599 | $9.19M | 2.63% | −320−0.8% | Reduced |
| Resona Asset Management Co.,Ltd. | 38,164 | $9.09M | 0.04% | −2,685−6.6% | Reduced |
| Vision Capital Management, Inc. | 37,916 | $9.03M | 1.11% | −714−1.8% | Reduced |
| MML Investors Services, LLC | 37,487 | $8.93M | 0.02% | −3,800−9.2% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 37,263 | $8.87M | 0.05% | −99−0.3% | Reduced |
| Kempen Capital Management N.V. | 37,051 | $8.82M | 0.08% | +853+2.4% | Added |
| Swiss Life Asset Management Ltd | 36,887 | $8.79M | 0.05% | −13,918−27.4% | Reduced |
| Motley Fool Asset Management LLC | 36,885 | $8.78M | 0.36% | −1,714−4.4% | Reduced |
| Marks Group Wealth Management, Inc | 36,804 | $8.77M | 0.81% | −1,702−4.4% | Reduced |