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 2026
Institutional positions in Broadridge Financial Solutions, Inc. as of Mar 31, 2026. 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
- 1,064
- −52 vs. Q4 2025
- Shares held
- 109.5M
- +20.1M (+22.4%) vs. Q4 2025
- Total value
- $18.0B
- −$1.92B (−9.6%) vs. Q4 2025
- New holders
- 136
- 440 more added
- Sold out
- 188
- 318 more reduced
20 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Broadridge Financial Solutions, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Susquehanna International Group, LLP | 60,985 | $9.91M | 0.01% | +41,425+211.8% | Added |
| Douglas Lane & Associates, LLC | 61,307 | $9.96M | 0.14% | +2,829+4.8% | Added |
| Twinbeech Capital LP | 61,683 | $10.0M | 1.04% | +61,683 | New |
| Cerity Partners LLC | 61,806 | $10.0M | 0.01% | +41,092+198.4% | Added |
| Truist Financial Corp | 62,007 | $10.1M | 0.01% | −2,655−4.1% | Reduced |
| Mattern Capital Management, LLC | 62,643 | $10.2M | 1.22% | +18,333+41.4% | Added |
| McRae Capital Management Inc | 62,772 | $10.2M | 2.12% | +6,909+12.4% | Added |
| Mariner, LLC | 64,271 | $10.4M | 0.01% | +34,208+113.8% | Added |
| Fifth Third Bancorp | 64,604 | $10.5M | 0.02% | +43,048+199.7% | Added |
| Danske Bank A/S | 64,867 | $10.5M | 0.03% | −2,400−3.6% | Reduced |
| CIBC Asset Management Inc | 66,243 | $10.8M | 0.03% | −11,635−14.9% | Reduced |
| State of Wisconsin Investment Board | 66,522 | $10.8M | 0.02% | +1,217+1.9% | Added |
| Integrated Wealth Concepts LLC | 67,258 | $10.9M | 0.09% | +32,494+93.5% | Added |
| Moran Wealth Management, LLC | 68,105 | $11.1M | 0.34% | +68,105 | New |
| Addenda Capital Inc. | 67,918 | $11.1M | 0.31% | +1,689+2.6% | Added |
| Voya Investment Management LLC | 69,052 | $11.2M | 0.01% | +14,045+25.5% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 69,979 | $11.4M | 0.17% | +69,979 | New |
| Squarepoint Ops LLC | 70,410 | $11.4M | 0.02% | +47,918+213.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 70,679 | $11.5M | 0.02% | +23,659+50.3% | Added |
| Hendershot Investments Inc. | 72,218 | $11.7M | 1.58% | +72,218 | New |
| Nicholas Company, Inc. | 76,434 | $12.4M | 0.24% | 00.0% | Unchanged |
| Running Oak Capital LLC | 76,849 | $12.5M | 1.69% | +10,089+15.1% | Added |
| Jump Financial, LLC | 77,414 | $12.6M | 0.19% | +77,414 | New |
| Assetmark, Inc | 77,620 | $12.6M | 0.03% | +34,658+80.7% | Added |
| Swiss Life Asset Management Ltd | 78,035 | $12.7M | 0.06% | +42,091+117.1% | Added |
| Congress Asset Management Co | 78,387 | $12.7M | 0.09% | −388−0.5% | Reduced |
| Allianz Asset Management GmbH | 81,547 | $13.2M | 0.02% | +58,941+260.7% | Added |
| Dearborn Partners LLC | 82,060 | $13.3M | 0.72% | −10,111−11.0% | Reduced |
| Adage Capital Partners GP, L.L.C. | 82,200 | $13.4M | 0.02% | +800+1.0% | Added |
| Quantinno Capital Management LP | 82,252 | $13.4M | 0.02% | −34,199−29.4% | Reduced |
| SEI Investments Co | 82,393 | $13.4M | 0.01% | +20,982+34.2% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 83,642 | $13.6M | 0.07% | +39,500+89.5% | Added |
| Aptus Capital Advisors, LLC | 84,029 | $13.7M | 0.11% | −40,924−32.8% | Reduced |
| EULAV Asset Management | 86,000 | $14.0M | 0.45% | 00.0% | Unchanged |
| Wendell David Associates Inc | 86,873 | $14.1M | 1.54% | −13,440−13.4% | Reduced |
| Andra AP-fonden | 86,900 | $14.1M | 0.18% | +22,600+35.1% | Added |
| Geneva Capital Management LLC | 87,101 | $14.2M | 0.30% | −4,335−4.7% | Reduced |
| New York State Common Retirement Fund | 87,862 | $14.3M | 0.02% | −3,800−4.1% | Reduced |
| Distillate Capital Partners LLC | 88,404 | $14.4M | 0.76% | +88,404 | New |
| Commerce Bank | 89,549 | $14.5M | 0.07% | +38,000+73.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 90,671 | $14.7M | 0.04% | +15,406+20.5% | Added |
| Storebrand Asset Management AS | 92,460 | $15.0M | 0.04% | +525+0.6% | Added |
| New York State Teachers Retirement System | 98,899 | $16.1M | 0.03% | +8,808+9.8% | Added |
| Aviva PLC | 100,871 | $16.4M | 0.03% | +2,623+2.7% | Added |
| State Board of Administration of Florida Retirement System | 103,194 | $16.8M | 0.03% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 103,499 | $16.8M | 0.05% | +35,210+51.6% | Added |
| Voloridge Investment Management, LLC | 103,638 | $16.8M | 0.07% | +103,638 | New |
| Natixis Advisors, L.P. | 104,508 | $17.0M | 0.02% | −21,212−16.9% | Reduced |
| TD Asset Management Inc | 104,783 | $17.0M | 0.01% | +7,339+7.5% | Added |
| Bath Savings Trust Co | 107,327 | $17.4M | 1.86% | −3,802−3.4% | Reduced |
| Korea Investment CORP | 107,688 | $17.5M | 0.04% | +25,428+30.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 107,741 | $17.5M | 0.05% | +85,535+385.2% | Added |
| Great West Life Assurance Co | 111,589 | $18.2M | 0.03% | +1,357+1.2% | Added |
| EP Wealth Advisors, LLC | 111,921 | $18.2M | 0.09% | +8,090+7.8% | Added |
| Royal London Asset Management Ltd | 112,202 | $18.2M | 0.04% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 114,663 | $18.6M | 0.06% | +28,473+33.0% | Added |
| Advisor Group Holdings, Inc. | 116,125 | $18.9M | 0.03% | +4,367+3.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 116,353 | $18.9M | 0.04% | +78,728+209.2% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 116,404 | $18.9M | 0.03% | +12,138+11.6% | Added |
| Bank of Montreal | 119,386 | $19.4M | 0.01% | +14,930+14.3% | Added |
| Natixis | 120,376 | $19.6M | 0.08% | +75,467+168.0% | Added |
| Mackenzie Financial Corp | 121,075 | $19.7M | 0.02% | +25,744+27.0% | Added |
| Assenagon Asset Management S.A. | 132,831 | $21.6M | 0.03% | +127,473+2,379.1% | Added |
| Colony Group, LLC | 138,021 | $22.5M | 0.03% | −87,942−38.9% | Reduced |
| Zacks Investment Management | 139,375 | $22.6M | 0.18% | +470+0.3% | Added |
| American Century Companies Inc | 140,797 | $22.9M | 0.01% | −91,664−39.4% | Reduced |
| Standard Life Aberdeen plc | 142,367 | $23.1M | 0.04% | −1,510−1.0% | Reduced |
| Citigroup Inc | 142,528 | $23.2M | 0.01% | +49,054+52.5% | Added |
| Principal Financial Group Inc | 150,280 | $24.4M | 0.01% | −131,872−46.7% | Reduced |
| Tudor Investment Corp Et Al | 154,410 | $25.1M | 0.14% | +107,136+226.6% | Added |
| ASR Vermogensbeheer N.V. | 159,231 | $25.9M | 0.30% | +8,633+5.7% | Added |
| Victory Capital Management Inc | 159,896 | $26.0M | 0.02% | +43,162+37.0% | Added |
| FMR LLC | 160,317 | $26.0M | 0.00% | +52,720+49.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 160,729 | $26.1M | 0.24% | +18,155+12.7% | Added |
| Engineers Gate Manager LP | 163,392 | $26.5M | 0.33% | +163,392 | New |
| Pictet Asset Management Holding SA | 164,722 | $26.8M | 0.03% | +99,150+151.2% | Added |
| Brown Brothers Harriman & Co | 165,445 | $26.9M | 0.14% | +163,605+8,891.6% | Added |
| Anchor Capital Advisors LLC | 168,219 | $27.3M | 0.78% | +2,411+1.5% | Added |
| Benjamin Edwards Inc | 169,150 | $27.5M | 0.27% | −6,208−3.5% | Reduced |
| Russell Investments Group, Ltd. | 178,286 | $29.0M | 0.03% | −5,054−2.8% | Reduced |
| Tandem Investment Advisors, Inc. | 185,221 | $30.1M | 1.48% | +33,642+22.2% | Added |
| Teacher Retirement System of Texas | 193,622 | $31.5M | 0.13% | +120,564+165.0% | Added |
| California State Teachers Retirement System | 201,862 | $32.8M | 0.03% | −3,721−1.8% | Reduced |
| National Pension Service | 221,131 | $35.9M | 0.03% | +37,062+20.1% | Added |
| First Trust Advisors LP | 227,485 | $37.0M | 0.03% | +6,608+3.0% | Added |
| Citadel Advisors LLC | 231,581 | $37.6M | 0.03% | −246,663−51.6% | Reduced |
| Vanguard Asset Management, Ltd | 232,150 | $37.7M | 0.03% | +232,150 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 252,818 | $38.2M | 0.38% | −2,169−0.9% | Reduced |
| KBC Group NV | 239,150 | $38.9M | 0.10% | +217,987+1,030.0% | Added |
| Royal Bank of Canada | 240,319 | $39.0M | 0.01% | −61,004−20.2% | Reduced |
| BNP Paribas Arbitrage, SA | 242,858 | $39.5M | 0.03% | +40,627+20.1% | Added |
| Vinva Investment Management Ltd | 241,314 | $39.5M | 0.49% | +228,421+1,771.7% | Added |
| Franklin Resources Inc | 244,590 | $39.7M | 0.01% | −172,598−41.4% | Reduced |
| GW&K Investment Management, LLC | 246,733 | $40.1M | 0.35% | +32,597+15.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 252,845 | $41.1M | 0.03% | −8,623−3.3% | Reduced |
| Vanguard Global Advisers, LLC | 255,981 | $41.6M | 0.02% | +255,981 | New |
| HSBC Holdings PLC | 256,335 | $41.6M | 0.02% | +29,272+12.9% | Added |
| Parnassus Investments | 258,836 | $42.1M | 0.12% | −105,787−29.0% | Reduced |
| Rhumbline Advisers | 258,949 | $42.1M | 0.04% | +1,095+0.4% | Added |
| California Public Employees Retirement System | 273,611 | $44.5M | 0.03% | −30,301−10.0% | Reduced |