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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 2022

Institutional positions in Broadridge Financial Solutions, Inc. as of Mar 31, 2022. 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
777
−36 vs. Q4 2021
Shares held
102.0M
+31.3K (0.0%) vs. Q4 2021
Total value
$15.8B
−$2.71B (−14.6%) vs. Q4 2021
New holders
61
293 more added
Sold out
97
275 more reduced

8 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2021: 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.

Institutional holdersQ1 2022: 777 institutions
Q1 2021: 771 institutionsQ2 2021: 787 institutionsQ3 2021: 791 institutionsQ4 2021: 821 institutionsQ1 2022: 777 institutionsQ2 2022: 764 institutionsQ3 2022: 791 institutionsQ4 2022: 785 institutionsQ1 2023: 793 institutionsQ2 2023: 817 institutionsQ3 2023: 854 institutionsQ4 2023: 921 institutionsQ1 2024: 940 institutionsQ2 2024: 930 institutionsQ3 2024: 1,016 institutionsQ4 2024: 1,054 institutionsQ1 2025: 1,109 institutionsQ2 2025: 1,098 institutionsQ3 2025: 1,105 institutionsQ4 2025: 1,136 institutionsQ1 2026: 1,064 institutionsQ2 2026: 1,023 institutions
Value heldQ1 2022: $15.8B
Q1 2021: $15.3BQ2 2021: $16.3BQ3 2021: $16.8BQ4 2021: $18.6BQ1 2022: $15.8BQ2 2022: $14.6BQ3 2022: $14.9BQ4 2022: $13.9BQ1 2023: $15.4BQ2 2023: $17.5BQ3 2023: $18.8BQ4 2023: $21.8BQ1 2024: $21.5BQ2 2024: $20.9BQ3 2024: $22.4BQ4 2024: $23.6BQ1 2025: $25.5BQ2 2025: $25.5BQ3 2025: $25.1BQ4 2025: $23.8BQ1 2026: $18.0BQ2 2026: $14.9B
Institutions holding BR and their total value by quarter
QuarterHoldersValue
Q2 20261,023$14.9B
Q1 20261,064$18.0B
Q4 20251,136$23.8B
Q3 20251,105$25.1B
Q2 20251,098$25.5B
Q1 20251,109$25.5B
Q4 20241,054$23.6B
Q3 20241,016$22.4B
Q2 2024930$20.9B
Q1 2024940$21.5B
Q4 2023921$21.8B
Q3 2023854$18.8B
Q2 2023817$17.5B
Q1 2023793$15.4B
Q4 2022785$13.9B
Q3 2022791$14.9B
Q2 2022764$14.6B
Q1 2022777$15.8B
Q4 2021821$18.6B
Q3 2021791$16.8B
Q2 2021787$16.3B
Q1 2021771$15.3B

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding Broadridge Financial Solutions, Inc.; share changes are against Q4 2021.

Institutions holding BR in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Curi Capital2$00.00%+1+100.0%Added
AllSquare Wealth Management LLC1$00.00%+1New
SJS Investment Consulting Inc.3$00.00%+3New
WestEnd Advisors, LLC–$1550.00%––
Exane Derivatives3$4670.00%00.0%Unchanged
West Paces Advisors Inc.3$4670.00%+3New
Addison Advisors LLC9$1.00K0.00%00.0%Unchanged
Massmutual Trust Co FSB5$1.00K0.00%−1−16.7%Reduced
Surevest, LLC4$1.00K0.00%00.0%Unchanged
TFC Financial Management4$1.00K0.00%00.0%Unchanged
Raffa Wealth Management, LLC11$1.71K0.00%00.0%Unchanged
AdvisorNet Financial, Inc10$2.00K0.00%−12−54.5%Reduced
Schubert & Co16$2.00K0.00%+1+6.7%Added
Asset Dedication, LLC13$2.00K0.00%00.0%Unchanged
Tarbox Family Office, Inc.13$2.00K0.00%00.0%Unchanged
Sierra Capital LLC10$2.00K0.00%00.0%Unchanged
CNB Bank13$2.00K0.00%+13New
Charter Oak Capital Management, LLC15$2.00K0.00%+15New
EverSource Wealth Advisors, LLC21$3.00K0.00%−106−83.5%Reduced
Clearstead Advisors, LLC21$3.00K0.00%00.0%Unchanged
Trustcore Financial Services, LLC21$3.00K0.00%00.0%Unchanged
Essex Investment Management Co LLC18$3.00K0.00%00.0%Unchanged
USA Financial Portformulas Corp17$3.00K0.00%00.0%Unchanged
Tyler-Stone Wealth Management18$3.00K0.00%00.0%Unchanged
Disciplined Investments, LLC17$3.00K0.00%+17New
Sageworth Trust Co of South Dakota27$4.00K0.01%−136−83.4%Reduced
Johnson Midwest Financial, LLC25$4.00K0.01%00.0%Unchanged
Versant Capital Management, Inc24$4.00K0.00%−2−7.7%Reduced
High Net Worth Advisory Group LLC25$4.00K0.00%00.0%Unchanged
JNBA Financial Advisors24$4.00K0.00%00.0%Unchanged
Aua Capital Management, LLC24$4.00K0.00%00.0%Unchanged
Evoke Wealth, LLC24$4.00K0.00%+14+140.0%Added
Thompson Siegel & Walmsley LLC30$5.00K0.00%−5−14.3%Reduced
M&R Capital Management Inc37$5.00K0.00%00.0%Unchanged
Lazard Asset Management LLC36$5.00K0.00%+28+350.0%Added
Cordant, Inc.31$5.00K0.00%+31New
Lenox Wealth Advisors, LLC35$6.00K0.00%−14−28.6%Reduced
Sutton Wealth Advisors Inc.42$6.54K0.00%−2−4.5%Reduced
Blue Bell Private Wealth Management, LLC43$7.00K0.00%00.0%Unchanged
Clear Street Markets LLC48$7.00K0.00%+48New
PrairieView Partners, LLC49$8.00K0.00%−75−60.5%Reduced
Selective Wealth Management, Inc.50$8.00K0.00%00.0%Unchanged
Fieldpoint Private Securities, LLC54$8.00K0.00%+20+58.8%Added
Financial Management Professionals, Inc.50$8.00K0.00%+24+92.3%Added
Jones Financial Companies LLLP53$8.00K0.00%+45+562.5%Added
Cornerstone Management, Inc.54$8.41K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc61$9.00K0.00%+2+3.4%Added
Advanced Research Investment Solutions, LLC60$9.00K0.00%+60New
Kistler-Tiffany Companies, LLC74$11.0K0.00%+1+1.4%Added
Retirement Group, LLC73$11.0K0.00%+17+30.4%Added
Zullo Investment Group, Inc.72$11.0K0.01%+72New
West Branch Capital LLC77$12.0K0.01%00.0%Unchanged
TCWP LLC82$12.0K0.00%+82New
Dixon Hughes Goodman Wealth Advisors LLC83$13.0K0.00%−47−36.2%Reduced
Baystate Wealth Management LLC80$13.0K0.00%00.0%Unchanged
Tradition Wealth Management, LLC90$14.0K0.00%−3−3.2%Reduced
Capital Analysts, LLC88$14.0K0.00%00.0%Unchanged
Crewe Advisors LLC87$14.0K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.90$14.0K0.00%00.0%Unchanged
Independence Bank of Kentucky95$15.0K0.01%00.0%Unchanged
Atticus Wealth Management, LLC95$15.0K0.01%00.0%Unchanged
Money Concepts Capital Corp94$15.0K0.00%+94New
Missouri Trust & Investment Co100$16.0K0.01%−260−72.2%Reduced
Motco100$16.0K0.00%00.0%Unchanged
Kings Point Capital Management100$16.0K0.00%00.0%Unchanged
Endurance Wealth Management, Inc.100$16.0K0.00%00.0%Unchanged
Ahrens Investment Partners LLC100$16.0K0.01%00.0%Unchanged
Capital Advisors, Ltd. LLC103$16.0K0.00%+20+24.1%Added
CVA Family Office, LLC105$16.0K0.00%+95+950.0%Added
McClarren Financial Advisors, Inc.114$17.0K0.01%00.0%Unchanged
Mascoma Wealth Management LLC111$17.0K0.01%00.0%Unchanged
Piscataqua Savings Bank125$19.0K0.01%00.0%Unchanged
Brown, Lisle/Cummings, Inc.125$19.5K0.01%00.0%Unchanged
Bedel Financial Consulting, Inc.136$21.0K0.01%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC136$21.0K0.00%+6+4.6%Added
Ogorek Anthony Joseph152$23.0K0.01%00.0%Unchanged
BerganKDV Wealth Management, LLC145$23.0K0.00%00.0%Unchanged
GoalVest Advisory LLC148$23.0K0.01%+148New
Oliver Lagore Vanvalin Investment Group152$24.0K0.02%+152New
Fairfield Financial Advisors, LTD160$24.9K0.01%+160New
TCI Wealth Advisors, Inc.158$25.0K0.00%00.0%Unchanged
Front Row Advisors LLC159$25.0K0.01%−1−0.6%Reduced
Private Ocean, LLC164$26.0K0.00%00.0%Unchanged
Smithfield Trust Co170$27.0K0.00%−236−58.1%Reduced
Investors Research Corp176$27.0K0.01%00.0%Unchanged
Healthcare of Ontario Pension Plan Trust Fund186$29.0K0.00%−76,394−99.8%Reduced
Gables Capital Management Inc.186$29.0K0.02%00.0%Unchanged
Riverview Trust Co189$29.0K0.02%+189New
First PREMIER Bank195$30.0K0.01%00.0%Unchanged
First Command Bank190$30.0K0.00%+190New
First Command Financial Services, Inc.190$30.0K0.00%+190New
MV Capital Management, Inc.197$31.0K0.00%−43−17.9%Reduced
Tradewinds Capital Management, LLC200$31.0K0.01%00.0%Unchanged
Annapolis Financial Services, LLC200$31.0K0.01%00.0%Unchanged
Carl Stuart Investment Advisor, Inc199$31.0K0.02%+199New
Webster Bank, N. A.203$32.0K0.00%00.0%Unchanged
Oakworth Capital, Inc.205$32.0K0.00%+105+105.0%Added
Lindbrook Capital, LLC219$34.0K0.01%+15+7.4%Added
Salem Investment Counselors Inc225$35.0K0.00%00.0%Unchanged
Kozak & Associates, Inc.237$35.0K0.02%00.0%Unchanged