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 |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 42,299 | $6.91M | 0.03% | −2,702−6.0% | Reduced |
| KLP Kapitalforvaltning AS | 41,400 | $6.76M | 0.03% | 00.0% | Unchanged |
| Novare Capital Management LLC | 41,603 | $6.76M | 0.54% | +41,603 | New |
| Santa Monica Partners LP | 40,793 | $6.63M | 3.70% | 00.0% | Unchanged |
| Danica Pension, Livsforsikringsaktieselskab | 40,535 | $6.59M | 0.12% | +40,535 | New |
| Signal Advisors Wealth, LLC | 40,519 | $6.58M | 0.45% | +3,613+9.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 40,211 | $6.53M | 0.12% | +22,272+124.2% | Added |
| Boston Trust Walden Corp | 40,029 | $6.50M | 0.05% | +9,170+29.7% | Added |
| Jones Financial Companies LLLP | 41,079 | $6.47M | 0.00% | +27,829+210.0% | Added |
| Nomura Asset Management Co Ltd | 39,354 | $6.39M | 0.02% | +350+0.9% | Added |
| TrimTabs Asset Management, LLC | 39,249 | $6.38M | 1.44% | −28,080−41.7% | Reduced |
| Crown Oak Advisors, LLC | 38,414 | $6.24M | 3.13% | +794+2.1% | Added |
| Resona Asset Management Co.,Ltd. | 38,206 | $6.21M | 0.03% | +2,125+5.9% | Added |
| State of New Jersey Common Pension Fund D | 37,965 | $6.17M | 0.02% | 00.0% | Unchanged |
| Vision Capital Management, Inc. | 37,898 | $6.16M | 0.78% | +167+0.4% | Added |
| Public Employees Retirement System of Ohio | 37,767 | $6.14M | 0.02% | −2,077−5.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 37,650 | $6.12M | 0.06% | +18,906+100.9% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 37,379 | $6.07M | 0.03% | +170.0% | Added |
| Cetera Investment Advisers | 37,127 | $6.03M | 0.01% | −658−1.7% | Reduced |
| XTX Topco Ltd | 35,699 | $5.80M | 0.10% | +35,699 | New |
| New Age Alpha Advisors, LLC | 35,631 | $5.79M | 0.27% | −1,280−3.5% | Reduced |
| EFG International AG | 35,614 | $5.79M | 0.12% | +1,508+4.4% | Added |
| SEB Asset Management AB | 35,091 | $5.70M | 0.02% | +35,091 | New |
| HighTower Advisors, LLC | 35,037 | $5.69M | 0.01% | −8,540−19.6% | Reduced |
| Northstar Group, Inc. | 34,790 | $5.65M | 0.80% | −626−1.8% | Reduced |
| Toronto Dominion Bank | 34,647 | $5.63M | 0.01% | −30,933−47.2% | Reduced |
| McCollum Christoferson Group LLC | 44,183 | $5.58M | 1.68% | +6,569+17.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 36,977 | $5.55M | 0.01% | +140+0.4% | Added |
| Xponance, Inc. | 33,262 | $5.40M | 0.04% | +2,724+8.9% | Added |
| Level Four Advisory Services, LLC | 33,190 | $5.39M | 0.18% | +8,683+35.4% | Added |
| Campbell & CO Investment Adviser LLC | 32,966 | $5.36M | 0.30% | +32,966 | New |
| National Bank of Canada | 32,848 | $5.34M | 0.01% | −135,572−80.5% | Reduced |
| MML Investors Services, LLC | 32,806 | $5.33M | 0.01% | −7,430−18.5% | Reduced |
| CWM, LLC | 32,512 | $5.28M | 0.01% | +24,635+312.7% | Added |
| Marks Group Wealth Management, Inc | 32,159 | $5.23M | 0.50% | −1,020−3.1% | Reduced |
| MetLife Investment Management | 32,052 | $5.21M | 0.03% | −1,031−3.1% | Reduced |
| Kempen Capital Management N.V. | 32,041 | $5.21M | 0.05% | −3,275−9.3% | Reduced |
| Swedbank AB | 31,911 | $5.18M | 0.01% | 00.0% | Unchanged |
| Czech National Bank | 31,796 | $5.17M | 0.03% | +1,016+3.3% | Added |
| Arizona State Retirement System | 31,720 | $5.15M | 0.03% | −308−1.0% | Reduced |
| Evexia Wealth LLC | 32,725 | $5.15M | 1.42% | +10,543+47.5% | Added |
| Rockefeller Capital Management L.P. | 31,647 | $5.14M | 0.01% | −2,746−8.0% | Reduced |
| Berger Financial Group, Inc | 31,343 | $5.09M | 0.29% | +31,343 | New |
| Motley Fool Asset Management LLC | 31,225 | $5.07M | 0.22% | −3,737−10.7% | Reduced |
| Westpac Banking Corp | 31,062 | $5.05M | 0.35% | +19,690+173.1% | Added |
| Citizens Financial Group Inc | 30,567 | $5.00M | 0.07% | −88,811−74.4% | Reduced |
| State of Michigan Retirement System | 30,460 | $4.95M | 0.03% | −100−0.3% | Reduced |
| Quantbot Technologies LP | 30,305 | $4.92M | 0.20% | +27,604+1,022.0% | Added |
| O'Shaughnessy Asset Management, LLC | 30,014 | $4.88M | 0.02% | −11,762−28.2% | Reduced |
| DnB Asset Management AS | 29,711 | $4.83M | 0.02% | +2,256+8.2% | Added |
| WSFS Capital Management, LLC | 29,207 | $4.75M | 0.23% | +5,343+22.4% | Added |
| Kestra Private Wealth Services, LLC | 29,048 | $4.72M | 0.06% | +155+0.5% | Added |
| AdvisorShares Investments LLC | 28,892 | $4.69M | 0.86% | −4,958−14.6% | Reduced |
| USS Investment Management Ltd | 28,820 | $4.68M | 0.02% | +7,050+32.4% | Added |
| Brown Advisory Inc | 28,257 | $4.59M | 0.01% | +796+2.9% | Added |
| Brady Family Wealth, LLC | 27,785 | $4.51M | 1.41% | +2,182+8.5% | Added |
| MAI Capital Management | 27,485 | $4.47M | 0.03% | −8,010−22.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 27,196 | $4.42M | 0.02% | +44+0.2% | Added |
| Walleye Capital LLC | 27,164 | $4.41M | 0.03% | +27,164 | New |
| Ieq Capital, LLC | 27,048 | $4.39M | 0.02% | +23,502+662.8% | Added |
| IFM Investors Pty Ltd | 26,911 | $4.37M | 0.04% | −2,524−8.6% | Reduced |
| Counterpoint Mutual Funds LLC | 25,917 | $4.21M | 0.63% | +25,917 | New |
| Mercer Global Advisors Inc | 25,753 | $4.18M | 0.01% | +10,738+71.5% | Added |
| Credit Agricole S A | 25,245 | $4.10M | 0.01% | +837+3.4% | Added |
| Daiwa Securities Group Inc. | 25,199 | $4.09M | 0.01% | +1,149+4.8% | Added |
| Retirement Systems of Alabama | 24,792 | $4.03M | 0.01% | −41−0.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 24,749 | $4.02M | 0.01% | +363+1.5% | Added |
| M&T Bank Corp | 24,730 | $4.02M | 0.01% | −116−0.5% | Reduced |
| Amalgamated Bank | 24,594 | $4.00M | 0.03% | −425−1.7% | Reduced |
| Pathstone Holdings, LLC | 24,398 | $3.97M | 0.02% | +1,519+6.6% | Added |
| First Foundation Advisors | 23,620 | $3.84M | 0.15% | +23,620 | New |
| Occidental Asset Management, LLC | 23,371 | $3.80M | 0.45% | +1,578+7.2% | Added |
| Tactive Advisors, LLC | 23,340 | $3.79M | 1.07% | +23,340 | New |
| Hamilton Point Investment Advisors, LLC | 23,060 | $3.77M | 0.58% | −88−0.4% | Reduced |
| Blair William & Co | 23,049 | $3.75M | 0.01% | −8,099−26.0% | Reduced |
| Virtu Financial LLC | 22,906 | $3.72M | 0.15% | +22,906 | New |
| Woodline Partners LP | 22,867 | $3.72M | 0.01% | +2,951+14.8% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 22,800 | $3.70M | 0.04% | −4,835−17.5% | Reduced |
| Oak Thistle LLC | 22,644 | $3.68M | 0.36% | +14,602+181.6% | Added |
| Leuthold Group, LLC | 22,615 | $3.67M | 0.39% | +22,615 | New |
| Caxton Associates LLP | 22,592 | $3.67M | 0.09% | +22,592 | New |
| Los Angeles Capital Management LLC | 22,316 | $3.63M | 0.01% | +10,882+95.2% | Added |
| Horizon Kinetics Asset Management LLC | 22,176 | $3.60M | 0.04% | +1,753+8.6% | Added |
| Ethic Inc. | 21,939 | $3.56M | 0.06% | −1,605−6.8% | Reduced |
| Bontempo Ohly Capital Mgmt LLC | 21,726 | $3.53M | 1.59% | +2,831+15.0% | Added |
| Griffin Asset Management, Inc. | 21,408 | $3.48M | 0.39% | +61+0.3% | Added |
| Allen Capital Group, LLC | 21,263 | $3.45M | 0.31% | +1,148+5.7% | Added |
| Agf Management Ltd | 21,073 | $3.42M | 0.02% | +8,153+63.1% | Added |
| Bell Asset Management Ltd | 20,753 | $3.37M | 0.99% | +2,976+16.7% | Added |
| Commonwealth Equity Services, LLC | 20,737 | $3.37M | 0.00% | −1,732−7.7% | Reduced |
| Boston Private Wealth LLC | 20,647 | $3.35M | 0.22% | −6,683−24.5% | Reduced |
| State of Tennessee, Treasury Department | 20,305 | $3.30M | 0.01% | +7,670+60.7% | Added |
| Kensington Investment Counsel, LLC | 20,258 | $3.29M | 1.58% | −676−3.2% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 19,500 | $3.17M | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 19,143 | $3.11M | 0.04% | −527−2.7% | Reduced |
| Burney Co | 19,122 | $3.11M | 0.10% | −123−0.6% | Reduced |
| Utah Retirement Systems | 18,917 | $3.07M | 0.03% | −334−1.7% | Reduced |
| Voleon Capital Management LP | 18,818 | $3.06M | 0.07% | +18,818 | New |
| Public Sector Pension Investment Board | 18,769 | $3.05M | 0.01% | +3,629+24.0% | Added |
| Core Alternative Capital | 18,668 | $3.03M | 0.90% | −1,177−5.9% | Reduced |