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 |
|---|---|---|---|---|---|
| Credit Agricole S A | 25,245 | $4.10M | 0.01% | +837+3.4% | Added |
| Mercer Global Advisors Inc | 25,753 | $4.18M | 0.01% | +10,738+71.5% | Added |
| Counterpoint Mutual Funds LLC | 25,917 | $4.21M | 0.63% | +25,917 | New |
| IFM Investors Pty Ltd | 26,911 | $4.37M | 0.04% | −2,524−8.6% | Reduced |
| Ieq Capital, LLC | 27,048 | $4.39M | 0.02% | +23,502+662.8% | Added |
| Walleye Capital LLC | 27,164 | $4.41M | 0.03% | +27,164 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 27,196 | $4.42M | 0.02% | +44+0.2% | Added |
| MAI Capital Management | 27,485 | $4.47M | 0.03% | −8,010−22.6% | Reduced |
| Brady Family Wealth, LLC | 27,785 | $4.51M | 1.41% | +2,182+8.5% | Added |
| Brown Advisory Inc | 28,257 | $4.59M | 0.01% | +796+2.9% | Added |
| USS Investment Management Ltd | 28,820 | $4.68M | 0.02% | +7,050+32.4% | Added |
| AdvisorShares Investments LLC | 28,892 | $4.69M | 0.86% | −4,958−14.6% | Reduced |
| Kestra Private Wealth Services, LLC | 29,048 | $4.72M | 0.06% | +155+0.5% | Added |
| WSFS Capital Management, LLC | 29,207 | $4.75M | 0.23% | +5,343+22.4% | Added |
| DnB Asset Management AS | 29,711 | $4.83M | 0.02% | +2,256+8.2% | Added |
| O'Shaughnessy Asset Management, LLC | 30,014 | $4.88M | 0.02% | −11,762−28.2% | Reduced |
| Quantbot Technologies LP | 30,305 | $4.92M | 0.20% | +27,604+1,022.0% | Added |
| State of Michigan Retirement System | 30,460 | $4.95M | 0.03% | −100−0.3% | Reduced |
| Citizens Financial Group Inc | 30,567 | $5.00M | 0.07% | −88,811−74.4% | Reduced |
| Westpac Banking Corp | 31,062 | $5.05M | 0.35% | +19,690+173.1% | Added |
| Motley Fool Asset Management LLC | 31,225 | $5.07M | 0.22% | −3,737−10.7% | Reduced |
| Berger Financial Group, Inc | 31,343 | $5.09M | 0.29% | +31,343 | New |
| Rockefeller Capital Management L.P. | 31,647 | $5.14M | 0.01% | −2,746−8.0% | Reduced |
| Evexia Wealth LLC | 32,725 | $5.15M | 1.42% | +10,543+47.5% | Added |
| Arizona State Retirement System | 31,720 | $5.15M | 0.03% | −308−1.0% | Reduced |
| Czech National Bank | 31,796 | $5.17M | 0.03% | +1,016+3.3% | Added |
| Swedbank AB | 31,911 | $5.18M | 0.01% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 32,041 | $5.21M | 0.05% | −3,275−9.3% | Reduced |
| MetLife Investment Management | 32,052 | $5.21M | 0.03% | −1,031−3.1% | Reduced |
| Marks Group Wealth Management, Inc | 32,159 | $5.23M | 0.50% | −1,020−3.1% | Reduced |
| CWM, LLC | 32,512 | $5.28M | 0.01% | +24,635+312.7% | Added |
| MML Investors Services, LLC | 32,806 | $5.33M | 0.01% | −7,430−18.5% | Reduced |
| National Bank of Canada | 32,848 | $5.34M | 0.01% | −135,572−80.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 32,966 | $5.36M | 0.30% | +32,966 | New |
| Level Four Advisory Services, LLC | 33,190 | $5.39M | 0.18% | +8,683+35.4% | Added |
| Xponance, Inc. | 33,262 | $5.40M | 0.04% | +2,724+8.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 36,977 | $5.55M | 0.01% | +140+0.4% | Added |
| McCollum Christoferson Group LLC | 44,183 | $5.58M | 1.68% | +6,569+17.5% | Added |
| Toronto Dominion Bank | 34,647 | $5.63M | 0.01% | −30,933−47.2% | Reduced |
| Northstar Group, Inc. | 34,790 | $5.65M | 0.80% | −626−1.8% | Reduced |
| HighTower Advisors, LLC | 35,037 | $5.69M | 0.01% | −8,540−19.6% | Reduced |
| SEB Asset Management AB | 35,091 | $5.70M | 0.02% | +35,091 | New |
| EFG International AG | 35,614 | $5.79M | 0.12% | +1,508+4.4% | Added |
| New Age Alpha Advisors, LLC | 35,631 | $5.79M | 0.27% | −1,280−3.5% | Reduced |
| XTX Topco Ltd | 35,699 | $5.80M | 0.10% | +35,699 | New |
| Cetera Investment Advisers | 37,127 | $6.03M | 0.01% | −658−1.7% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 37,379 | $6.07M | 0.03% | +170.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 37,650 | $6.12M | 0.06% | +18,906+100.9% | Added |
| Public Employees Retirement System of Ohio | 37,767 | $6.14M | 0.02% | −2,077−5.2% | Reduced |
| Vision Capital Management, Inc. | 37,898 | $6.16M | 0.78% | +167+0.4% | Added |
| State of New Jersey Common Pension Fund D | 37,965 | $6.17M | 0.02% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 38,206 | $6.21M | 0.03% | +2,125+5.9% | Added |
| Crown Oak Advisors, LLC | 38,414 | $6.24M | 3.13% | +794+2.1% | Added |
| TrimTabs Asset Management, LLC | 39,249 | $6.38M | 1.44% | −28,080−41.7% | Reduced |
| Nomura Asset Management Co Ltd | 39,354 | $6.39M | 0.02% | +350+0.9% | Added |
| Jones Financial Companies LLLP | 41,079 | $6.47M | 0.00% | +27,829+210.0% | Added |
| Boston Trust Walden Corp | 40,029 | $6.50M | 0.05% | +9,170+29.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 40,211 | $6.53M | 0.12% | +22,272+124.2% | Added |
| Signal Advisors Wealth, LLC | 40,519 | $6.58M | 0.45% | +3,613+9.8% | Added |
| Danica Pension, Livsforsikringsaktieselskab | 40,535 | $6.59M | 0.12% | +40,535 | New |
| Santa Monica Partners LP | 40,793 | $6.63M | 3.70% | 00.0% | Unchanged |
| Novare Capital Management LLC | 41,603 | $6.76M | 0.54% | +41,603 | New |
| KLP Kapitalforvaltning AS | 41,400 | $6.76M | 0.03% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 42,299 | $6.91M | 0.03% | −2,702−6.0% | Reduced |
| US Bancorp | 43,599 | $7.08M | 0.01% | −2,214−4.8% | Reduced |
| Motley Fool Wealth Management, LLC | 43,817 | $7.12M | 0.81% | −15,806−26.5% | Reduced |
| Tredje AP-fonden | 44,849 | $7.29M | 0.04% | +35,481+378.7% | Added |
| Mediolanum International Funds Ltd | 44,837 | $7.33M | 0.08% | +39,478+736.7% | Added |
| Southernsun Asset Management, LLC | 45,254 | $7.35M | 1.07% | +454+1.0% | Added |
| Mn Services Vermogensbeheer B.V. | 45,306 | $7.36M | 0.05% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 46,397 | $7.54M | 0.03% | −726−1.5% | Reduced |
| American Money Management, LLC | 47,032 | $7.64M | 1.21% | +5,428+13.0% | Added |
| Entropy Technologies, LP | 47,146 | $7.66M | 0.35% | +34,418+270.4% | Added |
| Empowered Funds, LLC | 48,430 | $7.87M | 0.05% | +11,152+29.9% | Added |
| STRS Ohio | 48,787 | $7.93M | 0.03% | +9,996+25.8% | Added |
| Investment Management Corp of Ontario | 49,741 | $8.08M | 0.10% | +38,610+346.9% | Added |
| Treasurer of the State of North Carolina | 49,889 | $8.11M | 0.03% | +1,066+2.2% | Added |
| Advisors Asset Management, Inc. | 50,210 | $8.16M | 0.14% | −7,254−12.6% | Reduced |
| Univest Financial Corp | 50,636 | $8.23M | 0.46% | +50,636 | New |
| Varma Mutual Pension Insurance Co | 50,900 | $8.27M | 0.05% | −15,000−22.8% | Reduced |
| Creative Planning | 51,657 | $8.39M | 0.01% | +19,664+61.5% | Added |
| GHP Investment Advisors, Inc. | 52,021 | $8.45M | 0.35% | −5,835−10.1% | Reduced |
| ExodusPoint Capital Management, LP | 52,336 | $8.50M | 0.08% | +21,800+71.4% | Added |
| Toroso Investments, LLC | 52,640 | $8.55M | 0.03% | +52,640 | New |
| Capital Fund Management S.A. | 53,138 | $8.63M | 0.08% | +53,138 | New |
| Qsemble Capital Management, LP | 53,813 | $8.74M | 0.67% | +53,813 | New |
| Asset Management One Co.,Ltd. | 54,551 | $8.86M | 0.03% | −297−0.5% | Reduced |
| Crossmark Global Holdings, Inc. | 54,584 | $8.87M | 0.13% | −1,460−2.6% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 54,650 | $8.88M | 1.07% | +20,800+61.4% | Added |
| Prudential Financial Inc | 55,293 | $8.98M | 0.01% | −1,271−2.2% | Reduced |
| The PNC Financial Services Group, Inc. | 55,697 | $9.05M | 0.01% | +6,602+13.4% | Added |
| First National Bank of Omaha | 56,092 | $9.11M | 0.28% | +3,454+6.6% | Added |
| ProShare Advisors LLC | 56,248 | $9.14M | 0.01% | +5,427+10.7% | Added |
| DekaBank Deutsche Girozentrale | 55,970 | $9.25M | 0.02% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 57,517 | $9.35M | 0.03% | −1,714−2.9% | Reduced |
| King Luther Capital Management Corp | 57,581 | $9.36M | 0.04% | −199,524−77.6% | Reduced |
| Kelly Lawrence W & Associates Inc | 57,605 | $9.36M | 2.60% | −3,477−5.7% | Reduced |
| Vanguard Investments Australia, Ltd. | 58,473 | $9.50M | 0.03% | +58,473 | New |
| La Banque Postale Asset Management SA | 60,215 | $9.78M | 0.13% | −6,168−9.3% | Reduced |
| Washington Trust Co | 60,326 | $9.80M | 0.33% | +2,821+4.9% | Added |