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 |
|---|---|---|---|---|---|
| Suncoast Equity Management | 18,437 | $3.00M | 0.36% | −9,110−33.1% | Reduced |
| JustInvest LLC | 18,255 | $2.97M | 0.03% | +3,525+23.9% | Added |
| Occudo Quantitative Strategies LP | 19,183 | $2.95M | 0.16% | +19,183 | New |
| Bank of Nova Scotia | 18,142 | $2.95M | 0.01% | −2,077−10.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 17,952 | $2.92M | 0.02% | 00.0% | Unchanged |
| Northstar Asset Management Inc | 17,796 | $2.89M | 0.89% | −14,312−44.6% | Reduced |
| Bryn Mawr Trust Co | 17,793 | $2.89M | 0.07% | +2,058+13.1% | Added |
| Ensign Peak Advisors, Inc | 17,754 | $2.88M | 0.01% | −1,895−9.6% | Reduced |
| Rakuten Investment Management, Inc. | 17,620 | $2.88M | 0.01% | +2,028+13.0% | Added |
| Railway Pension Investments Ltd | 17,700 | $2.88M | 0.04% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 17,563 | $2.85M | 0.13% | +212+1.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 17,498 | $2.84M | 0.01% | +2,934+20.1% | Added |
| Steward Partners Investment Advisory, LLC | 17,474 | $2.84M | 0.01% | −492−2.7% | Reduced |
| New York Life Investment Management LLC | 17,334 | $2.82M | 0.02% | +387+2.3% | Added |
| Yousif Capital Management, LLC | 17,268 | $2.81M | 0.03% | +780+4.7% | Added |
| Bleakley Financial Group, LLC | 17,141 | $2.79M | 0.04% | +1,552+10.0% | Added |
| Princeton Global Asset Management LLC | 17,058 | $2.77M | 0.45% | −524−3.0% | Reduced |
| Callan Family Office, LLC | 17,038 | $2.77M | 0.06% | +1,531+9.9% | Added |
| Security National Bank | 17,018 | $2.77M | 0.40% | −80−0.5% | Reduced |
| Long Road Investment Counsel, LLC | 16,950 | $2.75M | 1.08% | 00.0% | Unchanged |
| Strong Retirement Solutions LLC | 16,792 | $2.73M | 1.91% | +4,910+41.3% | Added |
| NEOS Investment Management LLC | 16,759 | $2.72M | 0.01% | +1,693+11.2% | Added |
| Allstate Corp | 16,447 | $2.67M | 0.03% | +7,795+90.1% | Added |
| Neuberger Berman Group LLC | 16,441 | $2.67M | 0.00% | +409+2.6% | Added |
| Cullen/Frost Bankers, Inc. | 16,266 | $2.64M | 0.03% | −437−2.6% | Reduced |
| Pacer Advisors, Inc. | 16,255 | $2.64M | 0.01% | +1,224+8.1% | Added |
| FORA Capital, LLC | 16,163 | $2.63M | 0.19% | +16,163 | New |
| British Columbia Investment Management Corp | 16,087 | $2.61M | 0.02% | −4,589−22.2% | Reduced |
| Merit Financial Group, LLC | 16,074 | $2.61M | 0.02% | +6,235+63.4% | Added |
| Candriam Luxembourg S.C.A. | 16,045 | $2.61M | 0.01% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 15,826 | $2.57M | 0.01% | +1,347+9.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 15,779 | $2.56M | 0.01% | +972+6.6% | Added |
| Atria Investments LLC | 15,777 | $2.56M | 0.03% | −10,749−40.5% | Reduced |
| Middleton & Co Inc | 15,670 | $2.55M | 0.29% | −555−3.4% | Reduced |
| State of Alaska, Department of Revenue | 15,615 | $2.54M | 0.03% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 15,501 | $2.52M | 0.01% | +224+1.5% | Added |
| Advisory Services Network, LLC | 15,353 | $2.49M | 0.03% | +773+5.3% | Added |
| CVFG LLC | 15,157 | $2.46M | 0.31% | +15,157 | New |
| Elo Mutual Pension Insurance Co | 15,092 | $2.45M | 0.04% | −9,765−39.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,085 | $2.45M | 0.02% | −5,054−25.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 15,051 | $2.45M | 0.00% | +10,437+226.2% | Added |
| GWM Advisors LLC | 15,012 | $2.44M | 0.01% | −11,629−43.7% | Reduced |
| Guardian Wealth Advisors, LLC | 14,797 | $2.41M | 0.15% | +136+0.9% | Added |
| Birch Hill Investment Advisors LLC | 14,795 | $2.40M | 0.11% | +5,882+66.0% | Added |
| Schroder Investment Management Group | 14,463 | $2.36M | 0.00% | −20,384−58.5% | Reduced |
| Oppenheimer Asset Management Inc. | 14,142 | $2.30M | 0.03% | +1,878+15.3% | Added |
| Horizon Investments, LLC | 14,132 | $2.30M | 0.03% | +1,046+8.0% | Added |
| UniSuper Management Pty Ltd | 14,108 | $2.29M | 0.01% | +668+5.0% | Added |
| Second Line Capital, LLC | 14,806 | $2.28M | 0.43% | −173−1.2% | Reduced |
| Edgestream Partners, L.P. | 13,716 | $2.23M | 0.07% | +13,716 | New |
| Modern Wealth Management, LLC | 13,843 | $2.21M | 0.04% | −299−2.1% | Reduced |
| Concurrent Investment Advisors, LLC | 13,534 | $2.20M | 0.02% | −3,512−20.6% | Reduced |
| Coldstream Capital Management Inc | 13,466 | $2.19M | 0.03% | +2,594+23.9% | Added |
| Oregon Public Employees Retirement Fund | 13,383 | $2.17M | 0.03% | 00.0% | Unchanged |
| Intrust Bank NA | 13,324 | $2.16M | 0.18% | −1,299−8.9% | Reduced |
| Tilia Fiduciary Partners, Inc. | 13,232 | $2.15M | 1.18% | +822+6.6% | Added |
| Gsa Capital Partners LLP | 13,156 | $2.14M | 0.13% | +13,156 | New |
| Caisse de Depot Et Placement du Quebec | 13,023 | $2.12M | 0.00% | +7,887+153.6% | Added |
| First National Advisers, LLC | 12,971 | $2.11M | 0.31% | −726−5.3% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 12,900 | $2.10M | 1.22% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 12,893 | $2.09M | 0.06% | +9,433+272.6% | Added |
| 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 |
| Macquarie Group Ltd | 12,771 | $2.08M | 0.01% | −11,092−46.5% | Reduced |
| Hennessy Advisors Inc | 12,600 | $2.05M | 0.07% | +12,600 | New |
| BDF-Gestion | 12,428 | $2.02M | 0.27% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 12,421 | $2.02M | 0.02% | −117−0.9% | Reduced |
| Strengthening Families & Communities, LLC | 12,327 | $2.00M | 0.50% | −1,014−7.6% | Reduced |
| OP Asset Management Ltd | 12,292 | $2.00M | 0.02% | −976−7.4% | Reduced |
| Appleton Partners Inc | 12,137 | $1.97M | 0.14% | +65+0.5% | Added |
| Pinnacle Associates Ltd | 12,071 | $1.96M | 0.03% | 00.0% | Unchanged |
| Davenport & Co LLC | 11,863 | $1.94M | 0.01% | +10,119+580.2% | Added |
| Roundview Capital LLC | 11,739 | $1.91M | 0.12% | −1,615−12.1% | Reduced |
| Summit Trail Advisors, LLC | 11,504 | $1.87M | 0.03% | +6,950+152.6% | Added |
| HBK Sorce Advisory LLC | 12,403 | $1.85M | 0.04% | −985−7.4% | Reduced |
| Flputnam Investment Management Co | 11,389 | $1.85M | 0.03% | −1,202−9.5% | Reduced |
| Axq Capital, LP | 11,367 | $1.85M | 0.24% | +8,177+256.3% | Added |
| Public Employees Retirement Association of Colorado | 11,256 | $1.83M | 0.01% | −120,595−91.5% | Reduced |
| Federated Hermes, Inc. | 11,232 | $1.82M | 0.00% | −41,927−78.9% | Reduced |
| Impax Asset Management Group plc | 11,115 | $1.81M | 0.01% | +4,712+73.6% | Added |
| Kestra Advisory Services, LLC | 11,103 | $1.80M | 0.01% | −807−6.8% | Reduced |
| Siemens Fonds Invest GmbH | 11,013 | $1.79M | 0.10% | 00.0% | Unchanged |
| Fiduciary Trust Co | 11,001 | $1.79M | 0.02% | +873+8.6% | Added |
| Apollon Wealth Management, LLC | 10,982 | $1.78M | 0.03% | −30,859−73.8% | Reduced |
| Wealthedge Investment Advisors, LLC | 10,865 | $1.77M | 0.65% | +10,865 | New |
| Kinneret Advisory, LLC | 10,704 | $1.75M | 0.17% | −475−4.2% | Reduced |
| QRG Capital Management, Inc. | 10,737 | $1.74M | 0.02% | −1,760−14.1% | Reduced |
| Panagora Asset Management Inc | 10,628 | $1.73M | 0.01% | +18+0.2% | Added |
| Machina Capital S.A.S. | 10,538 | $1.71M | 0.34% | +3,868+58.0% | Added |
| Mraz, Amerine & Associates, Inc. | 10,499 | $1.71M | 0.25% | +560+5.6% | Added |
| Waterloo Capital, L.P. | 10,348 | $1.68M | 0.12% | +343+3.4% | Added |
| Park Place Capital Corp | 10,330 | $1.68M | 0.34% | +2,225+27.5% | Added |
| Hantz Financial Services, Inc. | 10,245 | $1.67M | 0.03% | +1,115+12.2% | Added |
| Naples Global Advisors, LLC | 10,119 | $1.65M | 0.12% | +1,833+22.1% | Added |
| Tower Research Capital LLC (TRC) | 9,962 | $1.62M | 0.04% | +6,759+211.0% | Added |
| Argonautica Private Wealth Management, Inc | 9,956 | $1.62M | 0.49% | −418−4.0% | Reduced |
| Janney Montgomery Scott LLC | 9,923 | $1.61M | 0.00% | +470+5.0% | Added |
| Aigen Investment Management, LP | 9,883 | $1.61M | 0.41% | +9,883 | New |
| Regions Financial Corp | 9,736 | $1.58M | 0.01% | −1,287−11.7% | Reduced |
| Lido Advisors, LLC | 9,556 | $1.56M | 0.01% | −16,502−63.3% | Reduced |
| Sivia Capital Partners, LLC | 9,551 | $1.55M | 0.30% | +9,551 | New |