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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
Hudson Capital Management LLC1,600$249.0K0.10%00.0%Unchanged
Arcadia Investment Management Corp1,617$252.0K0.05%00.0%Unchanged
Keybank National Association1,624$253.0K0.00%−458−22.0%Reduced
Keebeck Alpha, LP1,636$255.0K0.08%+1,636New
Parkside Financial Bank & Trust1,645$256.0K0.07%−1,756−51.6%Reduced
Mystic Asset Management, Inc.1,650$256.0K0.14%00.0%Unchanged
Davenport & Co LLC1,652$257.0K0.00%−1,190−41.9%Reduced
First Horizon Advisors, Inc.1,666$259.0K0.01%−2,702−61.9%Reduced
Anchor Investment Management, LLC1,668$259.7K0.03%+18+1.1%Added
Voya Financial Advisors, Inc.1,668$260.0K0.03%+1,668New
Apella Capital, LLC1,670$260.0K0.04%+1,670New
Strategy Asset Managers LLC1,677$261.0K0.06%−2,533−60.2%Reduced
MQS Management LLC1,677$261.0K0.21%+1,677New
We Are One Seven, LLC1,683$262.0K0.03%−525−23.8%Reduced
Jump Financial, LLC1,683$262.0K0.01%+1,683New
Aull & Monroe Investment Management Corp1,691$263.0K0.12%−100−5.6%Reduced
Fulton Bank, N.A.1,688$263.0K0.01%−29−1.7%Reduced
GPS Wealth Strategies Group, LLC1,710$266.0K0.06%+136+8.6%Added
HB Wealth Management, LLC1,709$266.0K0.00%+1,709New
Ascent Wealth Partners, LLC1,723$268.0K0.05%+99+6.1%Added
IFP Advisors, Inc4,480$268.0K0.00%+3,141+234.6%Added
Cresset Asset Management, LLC1,731$271.0K0.00%+141+8.9%Added
Washington Trust Bank1,754$273.0K0.03%00.0%Unchanged
Glenmede Trust Co NA1,770$275.0K0.00%−2−0.1%Reduced
Hutchens & Kramer Investment Management Group, LLC1,759$275.0K0.15%00.0%Unchanged
Brown Brothers Harriman & Co1,777$277.0K0.00%−415−18.9%Reduced
Marco Investment Management LLC1,800$280.0K0.03%−12−0.7%Reduced
Samalin Investment Counsel, LLC1,818$283.0K0.17%+1,818New
Spreng Capital Management, Inc.1,825$284.0K0.17%−50−2.7%Reduced
Menard Financial Group LLC1,841$287.0K0.28%−239−11.5%Reduced
IBM Retirement Fund1,842$287.0K0.04%−77−4.0%Reduced
Moody Aldrich Partners LLC1,846$287.0K0.04%+453+32.5%Added
Metis Global Partners, LLC1,846$287.0K0.03%+1,846New
Shore Point Advisors, LLC1,877$292.0K0.25%−1,380−42.4%Reduced
Radnor Capital Management, LLC1,873$292.0K0.07%00.0%Unchanged
Carolinas Wealth Consulting LLC1,905$298.0K0.07%−100−5.0%Reduced
IndexIQ Advisors LLC1,935$301.0K0.01%+2+0.1%Added
Beacon Pointe Advisors, LLC1,932$301.0K0.00%+1,932New
Texas Capital Bank Wealth Management Services Inc1,946$303.0K0.03%−24−1.2%Reduced
Pathstone Family Office, LLC1,876$304.0K0.01%−97−4.9%Reduced
Cetera Advisors LLC1,951$304.0K0.01%+1,951New
Lido Advisors, LLC1,988$309.0K0.01%−354−15.1%Reduced
Ieq Capital, LLC1,998$311.0K0.01%−561−21.9%Reduced
Sofos Investments, Inc.1,176$315.0K0.03%−130−10.0%Reduced
Cigna Investments Inc2,037$317.0K0.04%−620−23.3%Reduced
Banque Cantonale Vaudoise2,031$317.0K0.01%00.0%Unchanged
LifePro Asset Management2,040$318.0K0.11%00.0%Unchanged
E. Ohman J:or Asset Management AB2,100$327.0K0.01%+2,100New
BI Asset Management Fondsmaeglerselskab A/S2,102$327.0K0.01%+2,102New
Empirical Finance, LLC2,128$331.0K0.04%+242+12.8%Added
Ifrah Financial Services, Inc.2,178$339.0K0.10%00.0%Unchanged
Plante Moran Financial Advisors, LLC2,190$341.0K0.06%−231−9.5%Reduced
Private Trust Co NA2,197$342.0K0.05%−3,701−62.8%Reduced
Aberdeen Wealth Management LLC2,194$342.0K0.23%00.0%Unchanged
Stephens Inc2,198$342.0K0.01%+175+8.7%Added
Segall Bryant & Hamill, LLC2,207$344.0K0.00%+1,028+87.2%Added
Segment Wealth Management, LLC2,244$349.0K0.04%00.0%Unchanged
Corient Capital Partners, LLC2,263$352.0K0.02%+355+18.6%Added
Old National Bancorp2,281$355.0K0.01%+31+1.4%Added
Heritage Wealth Advisors2,326$362.0K0.02%−72−3.0%Reduced
FourThought Financial, LLC2,330$363.0K0.05%−29−1.2%Reduced
Veriti Management LLC2,330$363.0K0.04%+210+9.9%Added
Capstone Investment Advisors, LLC2,364$368.0K0.01%+2,364New
Court Place Advisors, LLC2,426$378.0K0.12%00.0%Unchanged
Meeder Asset Management Inc2,455$382.0K0.02%+646+35.7%Added
Prestige Wealth Management Group LLC2,469$384.0K0.09%−10−0.4%Reduced
Cambridge Trust Co2,476$386.0K0.01%−1,805−42.2%Reduced
OPSEU Pension Plan Trust Fund2,483$386.0K0.09%+66+2.7%Added
Hilton Capital Management, LLC2,477$386.0K0.04%+153+6.6%Added
Benchmark Investment Advisors LLC2,493$388.0K0.29%00.0%Unchanged
DF Dent & Co Inc2,513$391.0K0.00%+149+6.3%Added
Ami Asset Management Corp2,529$394.0K0.02%+381+17.7%Added
Redpoint Investment Management Pty Ltd2,535$395.0K0.04%00.0%Unchanged
Quent Capital, LLC2,540$396.0K0.07%+47+1.9%Added
Virtu Financial LLC2,566$400.0K0.03%−539−17.4%Reduced
Wetherby Asset Management Inc2,593$404.0K0.02%−17−0.7%Reduced
Pitcairn Co2,604$405.0K0.04%−6−0.2%Reduced
Central Trust Co2,609$407.0K0.01%−13−0.5%Reduced
Vestmark Advisory Solutions, Inc.2,614$407.0K0.02%+46+1.8%Added
Avantax Advisory Services, Inc.2,618$408.0K0.01%−13−0.5%Reduced
CWM, LLC2,618$408.0K0.00%+557+27.0%Added
Mitchell McLeod Pugh & Williams Inc2,667$415.0K0.14%−20−0.7%Reduced
WealthTrust Axiom LLC2,681$417.0K0.13%00.0%Unchanged
Paloma Partners Management Co2,700$420.0K0.03%+300+12.5%Added
Bokf, NA2,704$421.0K0.01%+269+11.0%Added
Chicago Trust Co NA2,735$426.0K0.09%+208+8.2%Added
Polaris Wealth Advisory Group, LLC2,707$430.0K0.03%00.0%Unchanged
Resources Management Corp2,775$432.0K0.06%+220+8.6%Added
Avestar Capital, LLC2,805$439.0K0.08%+263+10.3%Added
Spire Wealth Management2,842$443.0K0.01%−3,430−54.7%Reduced
Tokio Marine Asset Management Co Ltd2,874$448.0K0.04%+630+28.1%Added
Ethic Inc.2,928$456.0K0.03%+967+49.3%Added
Bradley Foster & Sargent Inc2,948$459.0K0.01%+335+12.8%Added
People's United Financial, Inc.2,951$460.0K0.01%−1,116−27.4%Reduced
Cubist Systematic Strategies, LLC2,970$462.0K0.00%−2,761−48.2%Reduced
Sigma Planning Corp2,964$462.0K0.01%+252+9.3%Added
Argent Trust Co3,011$469.0K0.03%00.0%Unchanged
Beaumont Financial Partners, LLC3,036$473.0K0.04%+145+5.0%Added
Guardian Wealth Advisors, LLC3,027$473.0K0.20%+204+7.2%Added
Legacy Advisors, LLC3,065$479.0K0.09%+3,065New