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 |
|---|---|---|---|---|---|
| Albion Financial Group | 3,124 | $486.0K | 0.04% | −40−1.3% | Reduced |
| Gyroscope Capital Management Group, LLC | 3,145 | $490.0K | 0.17% | −162−4.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 3,233 | $503.0K | 0.00% | +3,233 | New |
| D.B. Root & Company, LLC | 3,296 | $513.0K | 0.19% | −7−0.2% | Reduced |
| Bridgewater Advisors Inc. | 3,319 | $517.0K | 0.13% | +68+2.1% | Added |
| Websterrogers Financial Advisors, LLC | 3,312 | $518.0K | 0.26% | +102+3.2% | Added |
| Mission Wealth Management, LP | 3,364 | $523.0K | 0.02% | −14−0.4% | Reduced |
| Raymond James Trust N.A. | 3,384 | $527.0K | 0.02% | +1,888+126.2% | Added |
| TD Private Client Wealth LLC | 3,397 | $528.9K | 0.02% | +182+5.7% | Added |
| Verition Fund Management LLC | 3,395 | $529.0K | 0.01% | −3,371−49.8% | Reduced |
| Wealth Alliance | 3,403 | $530.0K | 0.11% | +224+7.0% | Added |
| Vident Investment Advisory, LLC | 3,410 | $531.0K | 0.01% | −161−4.5% | Reduced |
| Davy Global Fund Management Ltd | 3,407 | $531.0K | 0.09% | +156+4.8% | Added |
| United Capital Financial Advisers, LLC | 3,437 | $535.0K | 0.00% | −617−15.2% | Reduced |
| Simmons Bank | 3,437 | $535.0K | 0.04% | −7−0.2% | Reduced |
| O'Shares Investment Advisers, LLC | 3,437 | $535.0K | 0.04% | +189+5.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 3,447 | $537.0K | 0.05% | +357+11.6% | Added |
| Veritable, L.P. | 3,461 | $539.0K | 0.01% | +179+5.5% | Added |
| TrinityPoint Wealth, LLC | 3,492 | $544.0K | 0.10% | +83+2.4% | Added |
| Platform Technology Partners | 3,540 | $551.0K | 0.26% | 00.0% | Unchanged |
| Wellington Management Group LLP | 3,539 | $551.0K | 0.00% | +208+6.2% | Added |
| Gateway Advisory, LLC | 3,583 | $558.0K | 0.15% | 00.0% | Unchanged |
| Eukles Asset Management | 3,588 | $559.0K | 0.30% | −129−3.5% | Reduced |
| Stokes Capital Advisors, LLC | 3,635 | $566.0K | 0.16% | +5+0.1% | Added |
| 1832 Asset Management L.P. | 3,652 | $568.0K | 0.00% | +3,198+704.4% | Added |
| FDx Advisors, Inc. | 3,673 | $572.0K | 0.02% | +663+22.0% | Added |
| Advisors Capital Management, LLC | 3,686 | $574.0K | 0.02% | −16−0.4% | Reduced |
| Cedar Mountain Advisors, LLC | 3,724 | $580.0K | 0.17% | +2+0.1% | Added |
| Cetera Advisor Networks LLC | 3,787 | $590.0K | 0.01% | −108−2.8% | Reduced |
| Naples Global Advisors, LLC | 3,860 | $601.0K | 0.07% | +1,060+37.9% | Added |
| Ashfield Capital Partners, LLC | 3,966 | $618.0K | 0.04% | 00.0% | Unchanged |
| Huntington National Bank | 3,986 | $620.0K | 0.01% | +37+0.9% | Added |
| Ironwood Investment Counsel, LLC | 8,528 | $622.0K | 0.15% | −1,638−16.1% | Reduced |
| Bank Ozk | 4,000 | $623.0K | 0.27% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 4,013 | $625.0K | 0.15% | −333−7.7% | Reduced |
| National Asset Management, Inc. | 4,033 | $629.0K | 0.02% | −4,110−50.5% | Reduced |
| Point72 Hong Kong Ltd | 4,061 | $632.0K | 0.06% | +4,061 | New |
| Ropes Wealth Advisors LLC | 4,070 | $634.0K | 0.11% | −94−2.3% | Reduced |
| Wealthfront Advisers LLC | 4,107 | $639.0K | 0.00% | −13,220−76.3% | Reduced |
| Swiss Life Asset Management Ltd | 4,155 | $647.0K | 0.01% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 4,182 | $651.0K | 0.04% | −23−0.5% | Reduced |
| DT Investment Partners, LLC | 4,272 | $665.0K | 0.09% | +850+24.8% | Added |
| Accredited Investors Inc. | 4,295 | $669.0K | 0.06% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 4,369 | $680.0K | 0.08% | +185+4.4% | Added |
| STRS Ohio | 4,405 | $685.0K | 0.00% | −1,355−23.5% | Reduced |
| Clarkston Capital Partners, LLC | 4,400 | $685.0K | 0.01% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 4,500 | $700.0K | 0.39% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 4,504 | $701.0K | 0.01% | +483+12.0% | Added |
| Illinois Municipal Retirement Fund | 4,536 | $706.0K | 0.02% | +1,180+35.2% | Added |
| Toroso Investments, LLC | 4,538 | $707.0K | 0.02% | −717−13.6% | Reduced |
| Amica Retiree Medical Trust | 4,539 | $707.0K | 0.66% | +760+20.1% | Added |
| Horizon Kinetics Asset Management LLC | 4,564 | $711.0K | 0.01% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 4,574 | $713.0K | 0.01% | +89+2.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 4,645 | $723.0K | 0.02% | −600−11.4% | Reduced |
| Symmetry Partners, LLC | 4,801 | $748.0K | 0.05% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 4,846 | $754.0K | 0.06% | −799−14.2% | Reduced |
| Umb Bank N A | 4,847 | $755.0K | 0.01% | −4−0.1% | Reduced |
| Fiduciary Trust Co | 4,877 | $759.0K | 0.01% | −50−1.0% | Reduced |
| Guardian Wealth Management, Inc. | 4,880 | $760.0K | 0.75% | −36−0.7% | Reduced |
| Quadrant Capital Group LLC | 4,897 | $763.0K | 0.09% | +892+22.3% | Added |
| Johnson Investment Counsel Inc | 4,895 | $765.0K | 0.01% | 00.0% | Unchanged |
| Investment Management of Virginia LLC | 4,920 | $766.0K | 0.13% | −2,330−32.1% | Reduced |
| Advisor Partners LLC | 4,962 | $773.0K | 0.05% | −601−10.8% | Reduced |
| Leverage Partners Absolute Return Fund SPC | 5,000 | $778.0K | 0.55% | 00.0% | Unchanged |
| Meyer Handelman Co | 5,075 | $790.0K | 0.03% | +5,075 | New |
| SG Americas Securities, LLC | 5,130 | $799.0K | 0.01% | −4,162−44.8% | Reduced |
| Everence Capital Management Inc | 5,226 | $814.0K | 0.06% | +2,630+101.3% | Added |
| McElhenny Sheffield Capital Management, LLC | 5,277 | $822.0K | 0.29% | +194+3.8% | Added |
| Bessemer Group Inc | 5,290 | $823.0K | 0.00% | +1,257+31.2% | Added |
| Ossiam | 5,325 | $829.0K | 0.02% | −4,158−43.8% | Reduced |
| Clarius Group, LLC | 4,570 | $835.0K | 0.07% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 5,419 | $844.0K | 0.04% | +1,720+46.5% | Added |
| Sawtooth Solutions, LLC | 5,435 | $846.0K | 0.10% | −1,491−21.5% | Reduced |
| Sompo Asset Management Co., Ltd. | 5,440 | $847.0K | 0.18% | −140−2.5% | Reduced |
| H. L. Ormond & Company, LLC | 5,437 | $847.0K | 1.03% | +12+0.2% | Added |
| American Portfolios Advisors | 5,493 | $855.3K | 0.03% | −7,232−56.8% | Reduced |
| Sepio Capital, LP | 5,619 | $875.0K | 0.08% | −783−12.2% | Reduced |
| JustInvest LLC | 5,665 | $882.0K | 0.04% | +799+16.4% | Added |
| AGF Investments LLC | 5,853 | $911.0K | 0.08% | +1,321+29.1% | Added |
| CWS Financial Advisors, LLC | 5,864 | $913.0K | 0.34% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 5,913 | $921.0K | 0.01% | +709+13.6% | Added |
| TCTC Holdings, LLC | 5,925 | $923.0K | 0.04% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 6,065 | $944.0K | 0.02% | 00.0% | Unchanged |
| Fiduciary Planning LLC | 6,072 | $945.0K | 0.52% | +1,023+20.3% | Added |
| Biltmore Family Office, LLC | 6,048 | $946.0K | 0.20% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 6,125 | $954.0K | 0.02% | +710+13.1% | Added |
| Benjamin Edwards Inc | 6,133 | $955.0K | 0.28% | +795+14.9% | Added |
| Cetera Investment Advisers | 6,141 | $956.0K | 0.01% | +153+2.6% | Added |
| EFG Asset Management (Americas) Corp. | 6,178 | $962.0K | 0.18% | +148+2.5% | Added |
| Thrivent Financial for Lutherans | 6,270 | $976.0K | 0.00% | −30,098−82.8% | Reduced |
| Montag & Caldwell, LLC | 6,353 | $989.0K | 0.11% | 00.0% | Unchanged |
| Estate Counselors, LLC | 6,392 | $995.0K | 0.13% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 6,460 | $1.01M | 0.07% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 6,483 | $1.01M | 0.38% | −6,068−48.3% | Reduced |
| Wambolt & Associates, LLC | 6,479 | $1.01M | 0.37% | −1,739−21.2% | Reduced |
| Hilltop Holdings Inc. | 6,515 | $1.01M | 0.11% | +93+1.4% | Added |
| MAI Capital Management | 6,546 | $1.02M | 0.02% | +402+6.5% | Added |
| Northwestern Mutual Wealth Management Co | 6,638 | $1.03M | 0.00% | −1,397−17.4% | Reduced |
| Nordea Investment Management AB | 6,579 | $1.03M | 0.00% | 00.0% | Unchanged |
| Welch & Forbes LLC | 6,681 | $1.04M | 0.02% | 00.0% | Unchanged |