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 |
|---|---|---|---|---|---|
| Hennessy Advisors Inc | 12,600 | $2.05M | 0.07% | +12,600 | New |
| Macquarie Group Ltd | 12,771 | $2.08M | 0.01% | −11,092−46.5% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 12,800 | $2.08M | 0.04% | +1,100+9.4% | Added |
| Quadrant Capital Group LLC | 12,893 | $2.09M | 0.06% | +9,433+272.6% | Added |
| R.m.sincerbeaux Capital Management LLC | 12,900 | $2.10M | 1.22% | 00.0% | Unchanged |
| First National Advisers, LLC | 12,971 | $2.11M | 0.31% | −726−5.3% | Reduced |
| Caisse de Depot Et Placement du Quebec | 13,023 | $2.12M | 0.00% | +7,887+153.6% | Added |
| Gsa Capital Partners LLP | 13,156 | $2.14M | 0.13% | +13,156 | New |
| Tilia Fiduciary Partners, Inc. | 13,232 | $2.15M | 1.18% | +822+6.6% | Added |
| Intrust Bank NA | 13,324 | $2.16M | 0.18% | −1,299−8.9% | Reduced |
| Oregon Public Employees Retirement Fund | 13,383 | $2.17M | 0.03% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 13,466 | $2.19M | 0.03% | +2,594+23.9% | Added |
| Concurrent Investment Advisors, LLC | 13,534 | $2.20M | 0.02% | −3,512−20.6% | Reduced |
| Modern Wealth Management, LLC | 13,843 | $2.21M | 0.04% | −299−2.1% | Reduced |
| Edgestream Partners, L.P. | 13,716 | $2.23M | 0.07% | +13,716 | New |
| Second Line Capital, LLC | 14,806 | $2.28M | 0.43% | −173−1.2% | Reduced |
| UniSuper Management Pty Ltd | 14,108 | $2.29M | 0.01% | +668+5.0% | Added |
| Horizon Investments, LLC | 14,132 | $2.30M | 0.03% | +1,046+8.0% | Added |
| Oppenheimer Asset Management Inc. | 14,142 | $2.30M | 0.03% | +1,878+15.3% | Added |
| Schroder Investment Management Group | 14,463 | $2.36M | 0.00% | −20,384−58.5% | Reduced |
| Birch Hill Investment Advisors LLC | 14,795 | $2.40M | 0.11% | +5,882+66.0% | Added |
| Guardian Wealth Advisors, LLC | 14,797 | $2.41M | 0.15% | +136+0.9% | Added |
| GWM Advisors LLC | 15,012 | $2.44M | 0.01% | −11,629−43.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 15,051 | $2.45M | 0.00% | +10,437+226.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,085 | $2.45M | 0.02% | −5,054−25.1% | Reduced |
| Elo Mutual Pension Insurance Co | 15,092 | $2.45M | 0.04% | −9,765−39.3% | Reduced |
| CVFG LLC | 15,157 | $2.46M | 0.31% | +15,157 | New |
| Advisory Services Network, LLC | 15,353 | $2.49M | 0.03% | +773+5.3% | Added |
| Nissay Asset Management Corp | 15,501 | $2.52M | 0.01% | +224+1.5% | Added |
| State of Alaska, Department of Revenue | 15,615 | $2.54M | 0.03% | 00.0% | Unchanged |
| Middleton & Co Inc | 15,670 | $2.55M | 0.29% | −555−3.4% | Reduced |
| Atria Investments LLC | 15,777 | $2.56M | 0.03% | −10,749−40.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 15,779 | $2.56M | 0.01% | +972+6.6% | Added |
| Sanctuary Advisors, LLC | 15,826 | $2.57M | 0.01% | +1,347+9.3% | Added |
| Candriam Luxembourg S.C.A. | 16,045 | $2.61M | 0.01% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 16,074 | $2.61M | 0.02% | +6,235+63.4% | Added |
| British Columbia Investment Management Corp | 16,087 | $2.61M | 0.02% | −4,589−22.2% | Reduced |
| FORA Capital, LLC | 16,163 | $2.63M | 0.19% | +16,163 | New |
| Pacer Advisors, Inc. | 16,255 | $2.64M | 0.01% | +1,224+8.1% | Added |
| Cullen/Frost Bankers, Inc. | 16,266 | $2.64M | 0.03% | −437−2.6% | Reduced |
| Neuberger Berman Group LLC | 16,441 | $2.67M | 0.00% | +409+2.6% | Added |
| Allstate Corp | 16,447 | $2.67M | 0.03% | +7,795+90.1% | Added |
| NEOS Investment Management LLC | 16,759 | $2.72M | 0.01% | +1,693+11.2% | Added |
| Strong Retirement Solutions LLC | 16,792 | $2.73M | 1.91% | +4,910+41.3% | Added |
| Long Road Investment Counsel, LLC | 16,950 | $2.75M | 1.08% | 00.0% | Unchanged |
| Security National Bank | 17,018 | $2.77M | 0.40% | −80−0.5% | Reduced |
| Callan Family Office, LLC | 17,038 | $2.77M | 0.06% | +1,531+9.9% | Added |
| Princeton Global Asset Management LLC | 17,058 | $2.77M | 0.45% | −524−3.0% | Reduced |
| Bleakley Financial Group, LLC | 17,141 | $2.79M | 0.04% | +1,552+10.0% | Added |
| Yousif Capital Management, LLC | 17,268 | $2.81M | 0.03% | +780+4.7% | Added |
| New York Life Investment Management LLC | 17,334 | $2.82M | 0.02% | +387+2.3% | Added |
| Steward Partners Investment Advisory, LLC | 17,474 | $2.84M | 0.01% | −492−2.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 17,498 | $2.84M | 0.01% | +2,934+20.1% | Added |
| Parsons Capital Management Inc | 17,563 | $2.85M | 0.13% | +212+1.2% | Added |
| Railway Pension Investments Ltd | 17,700 | $2.88M | 0.04% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 17,620 | $2.88M | 0.01% | +2,028+13.0% | Added |
| Ensign Peak Advisors, Inc | 17,754 | $2.88M | 0.01% | −1,895−9.6% | Reduced |
| Bryn Mawr Trust Co | 17,793 | $2.89M | 0.07% | +2,058+13.1% | Added |
| Northstar Asset Management Inc | 17,796 | $2.89M | 0.89% | −14,312−44.6% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 17,952 | $2.92M | 0.02% | 00.0% | Unchanged |
| Bank of Nova Scotia | 18,142 | $2.95M | 0.01% | −2,077−10.3% | Reduced |
| Occudo Quantitative Strategies LP | 19,183 | $2.95M | 0.16% | +19,183 | New |
| JustInvest LLC | 18,255 | $2.97M | 0.03% | +3,525+23.9% | Added |
| Suncoast Equity Management | 18,437 | $3.00M | 0.36% | −9,110−33.1% | Reduced |
| Core Alternative Capital | 18,668 | $3.03M | 0.90% | −1,177−5.9% | Reduced |
| Public Sector Pension Investment Board | 18,769 | $3.05M | 0.01% | +3,629+24.0% | Added |
| Voleon Capital Management LP | 18,818 | $3.06M | 0.07% | +18,818 | New |
| Utah Retirement Systems | 18,917 | $3.07M | 0.03% | −334−1.7% | Reduced |
| Burney Co | 19,122 | $3.11M | 0.10% | −123−0.6% | Reduced |
| Stratos Wealth Partners, LTD. | 19,143 | $3.11M | 0.04% | −527−2.7% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 19,500 | $3.17M | 0.02% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 20,258 | $3.29M | 1.58% | −676−3.2% | Reduced |
| State of Tennessee, Treasury Department | 20,305 | $3.30M | 0.01% | +7,670+60.7% | Added |
| Boston Private Wealth LLC | 20,647 | $3.35M | 0.22% | −6,683−24.5% | Reduced |
| Commonwealth Equity Services, LLC | 20,737 | $3.37M | 0.00% | −1,732−7.7% | Reduced |
| Bell Asset Management Ltd | 20,753 | $3.37M | 0.99% | +2,976+16.7% | Added |
| Agf Management Ltd | 21,073 | $3.42M | 0.02% | +8,153+63.1% | Added |
| Allen Capital Group, LLC | 21,263 | $3.45M | 0.31% | +1,148+5.7% | Added |
| Griffin Asset Management, Inc. | 21,408 | $3.48M | 0.39% | +61+0.3% | Added |
| Bontempo Ohly Capital Mgmt LLC | 21,726 | $3.53M | 1.59% | +2,831+15.0% | Added |
| Ethic Inc. | 21,939 | $3.56M | 0.06% | −1,605−6.8% | Reduced |
| Horizon Kinetics Asset Management LLC | 22,176 | $3.60M | 0.04% | +1,753+8.6% | Added |
| Los Angeles Capital Management LLC | 22,316 | $3.63M | 0.01% | +10,882+95.2% | Added |
| Caxton Associates LLP | 22,592 | $3.67M | 0.09% | +22,592 | New |
| Leuthold Group, LLC | 22,615 | $3.67M | 0.39% | +22,615 | New |
| Oak Thistle LLC | 22,644 | $3.68M | 0.36% | +14,602+181.6% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 22,800 | $3.70M | 0.04% | −4,835−17.5% | Reduced |
| Woodline Partners LP | 22,867 | $3.72M | 0.01% | +2,951+14.8% | Added |
| Virtu Financial LLC | 22,906 | $3.72M | 0.15% | +22,906 | New |
| Blair William & Co | 23,049 | $3.75M | 0.01% | −8,099−26.0% | Reduced |
| Hamilton Point Investment Advisors, LLC | 23,060 | $3.77M | 0.58% | −88−0.4% | Reduced |
| Tactive Advisors, LLC | 23,340 | $3.79M | 1.07% | +23,340 | New |
| Occidental Asset Management, LLC | 23,371 | $3.80M | 0.45% | +1,578+7.2% | Added |
| First Foundation Advisors | 23,620 | $3.84M | 0.15% | +23,620 | New |
| Pathstone Holdings, LLC | 24,398 | $3.97M | 0.02% | +1,519+6.6% | Added |
| Amalgamated Bank | 24,594 | $4.00M | 0.03% | −425−1.7% | Reduced |
| M&T Bank Corp | 24,730 | $4.02M | 0.01% | −116−0.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 24,749 | $4.02M | 0.01% | +363+1.5% | Added |
| Retirement Systems of Alabama | 24,792 | $4.03M | 0.01% | −41−0.2% | Reduced |
| Daiwa Securities Group Inc. | 25,199 | $4.09M | 0.01% | +1,149+4.8% | Added |