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 |
|---|---|---|---|---|---|
| Marshall Wace, LLP | 273,860 | $44.5M | 0.05% | +273,860 | New |
| Man Group plc | 279,827 | $45.5M | 0.09% | +146,138+109.3% | Added |
| Capital International Investors | 297,785 | $48.4M | 0.01% | −531,823−64.1% | Reduced |
| Earnest Partners LLC | 298,044 | $48.4M | 0.20% | −8,651−2.8% | Reduced |
| SG Americas Securities, LLC | 313,889 | $51.0M | 0.06% | +112,098+55.6% | Added |
| Schwartz Investment Counsel Inc | 315,490 | $51.3M | 1.82% | +68,140+27.5% | Added |
| Baird Financial Group, Inc. | 330,560 | $53.7M | 0.08% | −20,878−5.9% | Reduced |
| Swiss National Bank | 342,500 | $55.6M | 0.03% | +22,500+7.0% | Added |
| Fenimore Asset Management Inc | 347,950 | $56.5M | 1.26% | +24,329+7.5% | Added |
| LPL Financial LLC | 352,969 | $57.4M | 0.02% | +18,030+5.4% | Added |
| Two Sigma Investments, LP | 362,597 | $58.9M | 0.05% | +308,021+564.4% | Added |
| Raymond James Financial Inc | 370,446 | $60.2M | 0.02% | −6,081−1.6% | Reduced |
| Fayez Sarofim & Co | 380,869 | $61.9M | 0.16% | −523,233−57.9% | Reduced |
| Nuveen, LLC | 381,923 | $62.1M | 0.02% | −3,748−1.0% | Reduced |
| Manufacturers Life Insurance Company, The | 386,435 | $62.8M | 0.05% | +320,022+481.9% | Added |
| Captrust Financial Advisors | 387,642 | $63.0M | 0.11% | −20,719−5.1% | Reduced |
| CI Private Wealth, LLC | 397,021 | $64.8M | 0.09% | −69,775−14.9% | Reduced |
| Rathbone Brothers plc | 402,622 | $65.4M | 0.26% | −8,767−2.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 427,072 | $69.4M | 0.08% | +27,533+6.9% | Added |
| Canada Pension Plan Investment Board | 453,829 | $73.7M | 0.05% | +245,727+118.1% | Added |
| CIBC Bancorp USA Inc. | 457,127 | $74.2M | 0.10% | +457,127 | New |
| Envestnet Asset Management Inc | 514,497 | $83.6M | 0.02% | +27,426+5.6% | Added |
| Qube Research & Technologies Ltd | 520,620 | $84.6M | 0.12% | +116,132+28.7% | Added |
| Confluence Investment Management LLC | 534,393 | $86.8M | 1.35% | −22,122−4.0% | Reduced |
| Deutsche Bank AG | 566,281 | $92.0M | 0.03% | +79,217+16.3% | Added |
| Bank of America Corp | 568,358 | $92.3M | 0.01% | −137,235−19.4% | Reduced |
| Nomura Asset Management International Inc. | 608,236 | $98.8M | 0.17% | −7,709−1.3% | Reduced |
| Vanguard Fiduciary Trust Co | 672,011 | $109.2M | 0.03% | +672,011 | New |
| APG Asset Management N.V. | 775,505 | $109.4M | 0.35% | −108,759−12.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 688,682 | $111.9M | 0.33% | −80,063−10.4% | Reduced |
| Pinebridge Investments LLC | 692,665 | $112.5M | 0.95% | +125,596+22.1% | Added |
| Nordea Investment Management AB | 700,470 | $113.7M | 0.11% | +409,753+140.9% | Added |
| Bahl & Gaynor Inc | 740,292 | $120.3M | 0.61% | −393,940−34.7% | Reduced |
| Bank of New York Mellon Corp | 794,279 | $129.1M | 0.02% | −5,064−0.6% | Reduced |
| Legal & General Group Plc | 811,308 | $131.8M | 0.03% | −44,302−5.2% | Reduced |
| UBS Group AG | 823,146 | $133.7M | 0.02% | +350,761+74.3% | Added |
| Jensen Investment Management Inc | 855,784 | $139.0M | 2.74% | +86,335+11.2% | Added |
| T. Rowe Price Investment Management, Inc. | 865,540 | $140.6M | 0.10% | +208,703+31.8% | Added |
| Millennium Management LLC | 954,197 | $155.0M | 0.12% | +658,095+222.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 984,588 | $160.0M | 0.11% | −881,407−47.2% | Reduced |
| Dimensional Fund Advisors LP | 1,015,271 | $165.0M | 0.03% | +61,404+6.4% | Added |
| UBS Asset Management Americas Inc | 1,033,396 | $167.9M | 0.03% | +12,100+1.2% | Added |
| Veritas Investment Partners (UK) Ltd. | 1,044,983 | $169.8M | 4.33% | −40,313−3.7% | Reduced |
| Amundi | 1,059,021 | $172.1M | 0.05% | +426,587+67.5% | Added |
| Wells Fargo & Company | 1,064,602 | $173.0M | 0.03% | −22,836−2.1% | Reduced |
| Price T Rowe Associates Inc | 1,189,002 | $193.2M | 0.02% | −1,871,008−61.1% | Reduced |
| Stifel Financial Corp | 1,427,892 | $232.0M | 0.21% | −18,211−1.3% | Reduced |
| JPMorgan Chase & Co | 1,514,387 | $247.5M | 0.02% | +110,390+7.9% | Added |
| AQR Capital Management LLC | 1,620,118 | $263.2M | 0.12% | +1,282,877+380.4% | Added |
| Goldman Sachs Group Inc | 1,664,274 | $270.4M | 0.04% | +724,254+77.0% | Added |
| Van Eck Associates Corp | 1,685,383 | $273.8M | 0.21% | +210,100+14.2% | Added |
| Northern Trust Corp | 1,795,229 | $291.7M | 0.04% | +120,790+7.2% | Added |
| Ameriprise Financial Inc | 1,851,565 | $304.8M | 0.07% | +73,379+4.1% | Added |
| Invesco Ltd. | 2,018,494 | $328.0M | 0.03% | +471,006+30.4% | Added |
| Morgan Stanley | 2,026,373 | $329.2M | 0.02% | −2,045,808−50.2% | Reduced |
| Barclays PLC | 2,098,938 | $341.0M | 0.12% | +90,970+4.5% | Added |
| Janus Henderson Group PLC | 2,484,197 | $403.6M | 0.19% | −150,731−5.7% | Reduced |
| Charles Schwab Investment Management Inc | 3,375,831 | $548.5M | 0.08% | +2,665,222+375.1% | Added |
| Geode Capital Management, LLC | 3,465,122 | $561.1M | 0.03% | +110,253+3.3% | Added |
| Alliancebernstein L.P. | 3,713,490 | $828.7M | 0.27% | +66,606+1.8% | Added |
| State Street Corp | 5,507,746 | $900.2M | 0.03% | −487,095−8.1% | Reduced |
| Vanguard Portfolio Management LLC | 6,363,754 | $1.03B | 0.05% | +6,363,754 | New |
| Vanguard Capital Management LLC | 7,592,770 | $1.23B | 0.03% | +7,592,770 | New |
| BlackRock, Inc. | 11,005,949 | $1.79B | 0.03% | +481,311+4.6% | Added |
| Jain Global LLC | 0 | $0 | 0.00% | −155,182−100.0% | Sold out |
| Walter Public Investments Inc. | 0 | $0 | 0.00% | −65,569−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −52,385−100.0% | Sold out |
| Alley Investment Management Company, LLC | 0 | $0 | 0.00% | −51,369−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −32,247−100.0% | Sold out |
| O'Brien Greene & Co. Inc | 0 | $0 | 0.00% | −31,309−100.0% | Sold out |
| Palmer Knight Co | 0 | $0 | 0.00% | −24,569−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −24,048−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −21,352−100.0% | Sold out |
| Woodley Farra Manion Portfolio Management Inc | 0 | $0 | 0.00% | −19,085−100.0% | Sold out |
| Aureus Asset Management, LLC | 0 | $0 | 0.00% | −18,456−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −17,978−100.0% | Sold out |
| Dean Investment Associates, LLC | 0 | $0 | 0.00% | −14,647−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −12,088−100.0% | Sold out |
| University of Texas/Texas Am Investment Managment Co | 0 | $0 | 0.00% | −12,036−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −8,300−100.0% | Sold out |
| PFA Pension, Forsikringsaktieselskab | 0 | $0 | 0.00% | −8,016−100.0% | Sold out |
| Logan Capital Management Inc | 0 | $0 | 0.00% | −7,982−100.0% | Sold out |
| Dean Capital Management | 0 | $0 | 0.00% | −7,595−100.0% | Sold out |
| Kentucky Retirement Systems | 0 | $0 | 0.00% | −7,316−100.0% | Sold out |
| Prescott Group Capital Management, L.L.C. | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −6,296−100.0% | Sold out |
| Dynasty Wealth Management, LLC | 0 | $0 | 0.00% | −5,510−100.0% | Sold out |
| Sumitomo Life Insurance Co | 0 | $0 | 0.00% | −5,421−100.0% | Sold out |
| Keeler Thomas Management LLC | 0 | $0 | 0.00% | −5,125−100.0% | Sold out |
| AG2R la Mondiale Gestion D'Actifs | 0 | $0 | 0.00% | −5,093−100.0% | Sold out |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −5,002−100.0% | Sold out |
| Menard Financial Group LLC | 0 | $0 | 0.00% | −4,735−100.0% | Sold out |
| Tiaa Trust, National Association | 0 | $0 | 0.00% | −4,207−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −4,075−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −3,889−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −3,275−100.0% | Sold out |
| Longaeva Partners L.P. | 0 | $0 | 0.00% | −3,213−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −3,190−100.0% | Sold out |
| Havemeyer Place LP | 0 | $0 | 0.00% | −3,152−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −2,923−100.0% | Sold out |