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.
| 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 2022
Shares, value and share of portfolio for each institution holding Broadridge Financial Solutions, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Private Capital Group, LLC | 230 | $36.0K | 0.01% | −58−20.1% | Reduced |
| Blume Capital Management, Inc. | 229 | $36.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 234 | $36.0K | 0.00% | +21+9.9% | Added |
| Altshuler Shaham Ltd | 239 | $37.0K | 0.00% | −9−3.6% | Reduced |
| IMA Wealth, Inc. | 237 | $37.0K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 246 | $38.0K | 0.02% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 244 | $38.0K | 0.03% | +1+0.4% | Added |
| Ellevest, Inc. | 261 | $41.0K | 0.00% | −9−3.3% | Reduced |
| Howe & Rusling Inc | 289 | $45.0K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 295 | $46.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 303 | $47.0K | 0.00% | −76−20.1% | Reduced |
| Country Trust Bank | 300 | $47.0K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 300 | $47.0K | 0.01% | 00.0% | Unchanged |
| Cordasco Financial Network | 299 | $47.0K | 0.03% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 299 | $47.0K | 0.00% | +111+59.0% | Added |
| Gemmer Asset Management LLC | 310 | $48.0K | 0.01% | +4+1.3% | Added |
| Allworth Financial LP | 314 | $49.0K | 0.00% | +55+21.2% | Added |
| Global Retirement Partners, LLC | 351 | $49.0K | 0.00% | +351 | New |
| Geneos Wealth Management Inc. | 327 | $50.0K | 0.00% | −12−3.5% | Reduced |
| Column Capital Advisors, LLC | 343 | $53.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 348 | $54.0K | 0.04% | −118−25.3% | Reduced |
| Alaska Permanent Fund Corp | 346 | $54.0K | 0.00% | −1−0.3% | Reduced |
| Pinnacle Bancorp, Inc. | 354 | $55.0K | 0.02% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 365 | $57.0K | 0.02% | +165+82.5% | Added |
| Compagnie Lombard Odier SCmA | 370 | $58.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 389 | $61.0K | 0.01% | +25+6.9% | Added |
| Dougherty Wealth Advisers LLC | 403 | $63.0K | 0.10% | 00.0% | Unchanged |
| Valley National Advisers Inc | 403 | $63.0K | 0.01% | +403 | New |
| DuPont Capital Management Corp | 420 | $65.0K | 0.00% | −95−18.4% | Reduced |
| Bartlett & Co. LLC | 430 | $67.0K | 0.00% | +430 | New |
| Bartlett & Co. Wealth Management LLC | 430 | $67.2K | 0.00% | +430 | New |
| Acadian Asset Management LLC | 438 | $68.0K | 0.00% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 443 | $69.0K | 0.04% | 00.0% | Unchanged |
| United Community Bank | 471 | $73.3K | 0.07% | −45−8.7% | Reduced |
| Kathleen S. Wright Associates Inc. | 477 | $74.0K | 0.05% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 405 | $74.0K | 0.04% | +405 | New |
| Lowe Wealth Advisors, LLC | 491 | $76.0K | 0.03% | 00.0% | Unchanged |
| West Oak Capital, LLC | 500 | $78.0K | 0.04% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $78.0K | 0.04% | 00.0% | Unchanged |
| Simplex Trading, LLC | 505 | $78.0K | 0.00% | +505 | New |
| Graves-Light Private Wealth Management, Inc. | 515 | $80.0K | 0.01% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 527 | $82.0K | 0.00% | +500+1,851.9% | Added |
| MUFG Americas Holdings Corp | 540 | $84.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 543 | $85.0K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 653 | $102.0K | 0.00% | 00.0% | Unchanged |
| S.A. Mason LLC | 675 | $105.0K | 0.07% | 00.0% | Unchanged |
| Quantbot Technologies LP | 685 | $106.0K | 0.01% | +685 | New |
| Penserra Capital Management LLC | 693 | $107.0K | 0.00% | −21−2.9% | Reduced |
| Hanson & Doremus Investment Management | 700 | $109.0K | 0.02% | 00.0% | Unchanged |
| Van Eck Associates Corp | 703 | $109.0K | 0.00% | +703 | New |
| Parallel Advisors, LLC | 725 | $113.0K | 0.00% | −27−3.6% | Reduced |
| Harbor Investment Advisory, LLC | 752 | $117.0K | 0.02% | +1+0.1% | Added |
| Toth Financial Advisory Corp | 770 | $120.0K | 0.02% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 773 | $120.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 791 | $123.0K | 0.02% | −9−1.1% | Reduced |
| Tobam | 851 | $133.0K | 0.01% | +343+67.5% | Added |
| TD Waterhouse Canada Inc. | 895 | $139.8K | 0.00% | +250+38.8% | Added |
| Covestor Ltd | 916 | $143.0K | 0.10% | +461+101.3% | Added |
| Hexagon Capital Partners LLC | 931 | $145.0K | 0.04% | −4−0.4% | Reduced |
| Newfound Research LLC | 931 | $145.0K | 0.19% | +85+10.0% | Added |
| Sentry Investment Management LLC | 948 | $148.0K | 0.05% | −44−4.4% | Reduced |
| Hall Laurie J Trustee | 1,050 | $163.0K | 0.06% | 00.0% | Unchanged |
| Proequities, Inc. | 1,055 | $165.0K | 0.01% | −110−9.4% | Reduced |
| First Bank & Trust | 1,109 | $173.0K | 0.05% | −170−13.3% | Reduced |
| Key Financial Inc | 1,156 | $180.0K | 0.09% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 1,289 | $200.7K | 0.02% | 00.0% | Unchanged |
| Courier Capital LLC | 1,289 | $201.0K | 0.02% | −14−1.1% | Reduced |
| Ballentine Partners, LLC | 1,335 | $209.0K | 0.01% | −345−20.5% | Reduced |
| Moors & Cabot, Inc. | 1,342 | $209.0K | 0.01% | +39+3.0% | Added |
| Balentine LLC | 1,344 | $209.0K | 0.01% | +1,344 | New |
| Capital Investment Counsel, Inc | 1,352 | $210.0K | 0.04% | −25−1.8% | Reduced |
| Atlas Brown,Inc. | 1,350 | $210.0K | 0.09% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 1,361 | $212.0K | 0.04% | +57+4.4% | Added |
| Harvey Investment Co LLC | 1,368 | $213.0K | 0.03% | 00.0% | Unchanged |
| Profund Advisors LLC | 1,374 | $214.0K | 0.01% | −258−15.8% | Reduced |
| Concord Wealth Partners | 1,381 | $215.0K | 0.06% | +19+1.4% | Added |
| Fort Point Capital Partners LLC | 1,386 | $216.0K | 0.03% | −29−2.0% | Reduced |
| Connecticut Wealth Management, LLC | 1,396 | $217.0K | 0.02% | −1−0.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,400 | $218.0K | 0.01% | 00.0% | Unchanged |
| Campion Asset Management LLC | 1,410 | $220.0K | 0.19% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,428 | $222.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 1,424 | $222.0K | 0.00% | +2+0.1% | Added |
| Comerica Securities,inc. | 1,425 | $223.0K | 0.01% | +51+3.7% | Added |
| Integrated Advisors Network LLC | 1,456 | $227.0K | 0.01% | −347−19.2% | Reduced |
| Optas, LLC | 1,454 | $227.0K | 0.07% | +3+0.2% | Added |
| Nomura Holdings Inc | 1,457 | $228.0K | 0.00% | −704−32.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,463 | $228.0K | 0.04% | +2+0.1% | Added |
| Horizon Investments, LLC | 1,466 | $228.0K | 0.01% | +1,466 | New |
| RMB Capital Management, LLC | 1,468 | $229.0K | 0.01% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 1,660 | $231.0K | 0.06% | +22+1.3% | Added |
| Washington Trust Advisors, Inc. | 1,486 | $231.0K | 0.02% | 00.0% | Unchanged |
| Buckingham Capital Management, Inc. | 1,500 | $234.0K | 0.04% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 1,509 | $235.0K | 0.04% | +35+2.4% | Added |
| Engineers Gate Manager LP | 1,509 | $235.0K | 0.01% | +1,509 | New |
| Gofen & Glossberg LLC | 1,513 | $236.0K | 0.01% | +1+0.1% | Added |
| Signaturefd, LLC | 1,521 | $237.0K | 0.01% | +13+0.9% | Added |
| First Manhattan Co | 1,572 | $244.0K | 0.00% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 1,565 | $244.0K | 0.00% | −3−0.2% | Reduced |
| Vontobel Holding Ltd. | 1,585 | $247.0K | 0.00% | −85−5.1% | Reduced |
| Ameritas Investment Partners, Inc. | 1,586 | $247.0K | 0.01% | 00.0% | Unchanged |