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 |
|---|---|---|---|---|---|
| Colony Group, LLC | 138,021 | $22.5M | 0.03% | −87,942−38.9% | Reduced |
| Assenagon Asset Management S.A. | 132,831 | $21.6M | 0.03% | +127,473+2,379.1% | Added |
| Mackenzie Financial Corp | 121,075 | $19.7M | 0.02% | +25,744+27.0% | Added |
| Natixis | 120,376 | $19.6M | 0.08% | +75,467+168.0% | Added |
| Bank of Montreal | 119,386 | $19.4M | 0.01% | +14,930+14.3% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 116,404 | $18.9M | 0.03% | +12,138+11.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 116,353 | $18.9M | 0.04% | +78,728+209.2% | Added |
| Advisor Group Holdings, Inc. | 116,125 | $18.9M | 0.03% | +4,367+3.9% | Added |
| Eurizon Capital SGR S.p.A. | 114,663 | $18.6M | 0.06% | +28,473+33.0% | Added |
| Royal London Asset Management Ltd | 112,202 | $18.2M | 0.04% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 111,921 | $18.2M | 0.09% | +8,090+7.8% | Added |
| Great West Life Assurance Co | 111,589 | $18.2M | 0.03% | +1,357+1.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 107,741 | $17.5M | 0.05% | +85,535+385.2% | Added |
| Korea Investment CORP | 107,688 | $17.5M | 0.04% | +25,428+30.9% | Added |
| Bath Savings Trust Co | 107,327 | $17.4M | 1.86% | −3,802−3.4% | Reduced |
| TD Asset Management Inc | 104,783 | $17.0M | 0.01% | +7,339+7.5% | Added |
| Natixis Advisors, L.P. | 104,508 | $17.0M | 0.02% | −21,212−16.9% | Reduced |
| Voloridge Investment Management, LLC | 103,638 | $16.8M | 0.07% | +103,638 | New |
| Gotham Asset Management, LLC | 103,499 | $16.8M | 0.05% | +35,210+51.6% | Added |
| State Board of Administration of Florida Retirement System | 103,194 | $16.8M | 0.03% | 00.0% | Unchanged |
| Aviva PLC | 100,871 | $16.4M | 0.03% | +2,623+2.7% | Added |
| New York State Teachers Retirement System | 98,899 | $16.1M | 0.03% | +8,808+9.8% | Added |
| Storebrand Asset Management AS | 92,460 | $15.0M | 0.04% | +525+0.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 90,671 | $14.7M | 0.04% | +15,406+20.5% | Added |
| Commerce Bank | 89,549 | $14.5M | 0.07% | +38,000+73.7% | Added |
| Distillate Capital Partners LLC | 88,404 | $14.4M | 0.76% | +88,404 | New |
| New York State Common Retirement Fund | 87,862 | $14.3M | 0.02% | −3,800−4.1% | Reduced |
| Geneva Capital Management LLC | 87,101 | $14.2M | 0.30% | −4,335−4.7% | Reduced |
| Andra AP-fonden | 86,900 | $14.1M | 0.18% | +22,600+35.1% | Added |
| Wendell David Associates Inc | 86,873 | $14.1M | 1.54% | −13,440−13.4% | Reduced |
| EULAV Asset Management | 86,000 | $14.0M | 0.45% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 84,029 | $13.7M | 0.11% | −40,924−32.8% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 83,642 | $13.6M | 0.07% | +39,500+89.5% | Added |
| SEI Investments Co | 82,393 | $13.4M | 0.01% | +20,982+34.2% | Added |
| Quantinno Capital Management LP | 82,252 | $13.4M | 0.02% | −34,199−29.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 82,200 | $13.4M | 0.02% | +800+1.0% | Added |
| Dearborn Partners LLC | 82,060 | $13.3M | 0.72% | −10,111−11.0% | Reduced |
| Allianz Asset Management GmbH | 81,547 | $13.2M | 0.02% | +58,941+260.7% | Added |
| Congress Asset Management Co | 78,387 | $12.7M | 0.09% | −388−0.5% | Reduced |
| Swiss Life Asset Management Ltd | 78,035 | $12.7M | 0.06% | +42,091+117.1% | Added |
| Assetmark, Inc | 77,620 | $12.6M | 0.03% | +34,658+80.7% | Added |
| Jump Financial, LLC | 77,414 | $12.6M | 0.19% | +77,414 | New |
| Running Oak Capital LLC | 76,849 | $12.5M | 1.69% | +10,089+15.1% | Added |
| Nicholas Company, Inc. | 76,434 | $12.4M | 0.24% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 72,218 | $11.7M | 1.58% | +72,218 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 70,679 | $11.5M | 0.02% | +23,659+50.3% | Added |
| Squarepoint Ops LLC | 70,410 | $11.4M | 0.02% | +47,918+213.0% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 69,979 | $11.4M | 0.17% | +69,979 | New |
| Voya Investment Management LLC | 69,052 | $11.2M | 0.01% | +14,045+25.5% | Added |
| Addenda Capital Inc. | 67,918 | $11.1M | 0.31% | +1,689+2.6% | Added |
| Moran Wealth Management, LLC | 68,105 | $11.1M | 0.34% | +68,105 | New |
| Integrated Wealth Concepts LLC | 67,258 | $10.9M | 0.09% | +32,494+93.5% | Added |
| State of Wisconsin Investment Board | 66,522 | $10.8M | 0.02% | +1,217+1.9% | Added |
| CIBC Asset Management Inc | 66,243 | $10.8M | 0.03% | −11,635−14.9% | Reduced |
| Danske Bank A/S | 64,867 | $10.5M | 0.03% | −2,400−3.6% | Reduced |
| Fifth Third Bancorp | 64,604 | $10.5M | 0.02% | +43,048+199.7% | Added |
| Mariner, LLC | 64,271 | $10.4M | 0.01% | +34,208+113.8% | Added |
| McRae Capital Management Inc | 62,772 | $10.2M | 2.12% | +6,909+12.4% | Added |
| Mattern Capital Management, LLC | 62,643 | $10.2M | 1.22% | +18,333+41.4% | Added |
| Truist Financial Corp | 62,007 | $10.1M | 0.01% | −2,655−4.1% | Reduced |
| Cerity Partners LLC | 61,806 | $10.0M | 0.01% | +41,092+198.4% | Added |
| Twinbeech Capital LP | 61,683 | $10.0M | 1.04% | +61,683 | New |
| Douglas Lane & Associates, LLC | 61,307 | $9.96M | 0.14% | +2,829+4.8% | Added |
| Susquehanna International Group, LLP | 60,985 | $9.91M | 0.01% | +41,425+211.8% | Added |
| Washington Trust Co | 60,326 | $9.80M | 0.33% | +2,821+4.9% | Added |
| La Banque Postale Asset Management SA | 60,215 | $9.78M | 0.13% | −6,168−9.3% | Reduced |
| Vanguard Investments Australia, Ltd. | 58,473 | $9.50M | 0.03% | +58,473 | New |
| Kelly Lawrence W & Associates Inc | 57,605 | $9.36M | 2.60% | −3,477−5.7% | Reduced |
| King Luther Capital Management Corp | 57,581 | $9.36M | 0.04% | −199,524−77.6% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 57,517 | $9.35M | 0.03% | −1,714−2.9% | Reduced |
| DekaBank Deutsche Girozentrale | 55,970 | $9.25M | 0.02% | 00.0% | Unchanged |
| ProShare Advisors LLC | 56,248 | $9.14M | 0.01% | +5,427+10.7% | Added |
| First National Bank of Omaha | 56,092 | $9.11M | 0.28% | +3,454+6.6% | Added |
| The PNC Financial Services Group, Inc. | 55,697 | $9.05M | 0.01% | +6,602+13.4% | Added |
| Prudential Financial Inc | 55,293 | $8.98M | 0.01% | −1,271−2.2% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 54,650 | $8.88M | 1.07% | +20,800+61.4% | Added |
| Crossmark Global Holdings, Inc. | 54,584 | $8.87M | 0.13% | −1,460−2.6% | Reduced |
| Asset Management One Co.,Ltd. | 54,551 | $8.86M | 0.03% | −297−0.5% | Reduced |
| Qsemble Capital Management, LP | 53,813 | $8.74M | 0.67% | +53,813 | New |
| Capital Fund Management S.A. | 53,138 | $8.63M | 0.08% | +53,138 | New |
| Toroso Investments, LLC | 52,640 | $8.55M | 0.03% | +52,640 | New |
| ExodusPoint Capital Management, LP | 52,336 | $8.50M | 0.08% | +21,800+71.4% | Added |
| GHP Investment Advisors, Inc. | 52,021 | $8.45M | 0.35% | −5,835−10.1% | Reduced |
| Creative Planning | 51,657 | $8.39M | 0.01% | +19,664+61.5% | Added |
| Varma Mutual Pension Insurance Co | 50,900 | $8.27M | 0.05% | −15,000−22.8% | Reduced |
| Univest Financial Corp | 50,636 | $8.23M | 0.46% | +50,636 | New |
| Advisors Asset Management, Inc. | 50,210 | $8.16M | 0.14% | −7,254−12.6% | Reduced |
| Treasurer of the State of North Carolina | 49,889 | $8.11M | 0.03% | +1,066+2.2% | Added |
| Investment Management Corp of Ontario | 49,741 | $8.08M | 0.10% | +38,610+346.9% | Added |
| STRS Ohio | 48,787 | $7.93M | 0.03% | +9,996+25.8% | Added |
| Empowered Funds, LLC | 48,430 | $7.87M | 0.05% | +11,152+29.9% | Added |
| Entropy Technologies, LP | 47,146 | $7.66M | 0.35% | +34,418+270.4% | Added |
| American Money Management, LLC | 47,032 | $7.64M | 1.21% | +5,428+13.0% | Added |
| Handelsbanken Fonder AB | 46,397 | $7.54M | 0.03% | −726−1.5% | Reduced |
| Mn Services Vermogensbeheer B.V. | 45,306 | $7.36M | 0.05% | 00.0% | Unchanged |
| Southernsun Asset Management, LLC | 45,254 | $7.35M | 1.07% | +454+1.0% | Added |
| Mediolanum International Funds Ltd | 44,837 | $7.33M | 0.08% | +39,478+736.7% | Added |
| Tredje AP-fonden | 44,849 | $7.29M | 0.04% | +35,481+378.7% | Added |
| Motley Fool Wealth Management, LLC | 43,817 | $7.12M | 0.81% | −15,806−26.5% | Reduced |
| US Bancorp | 43,599 | $7.08M | 0.01% | −2,214−4.8% | Reduced |