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 |
|---|---|---|---|---|---|
| Caldwell Investment Management Ltd. | 6,700 | $1.04M | 0.83% | −10,000−59.9% | Reduced |
| AlphaCrest Capital Management LLC | 6,743 | $1.05M | 0.06% | −3,289−32.8% | Reduced |
| New Mexico Educational Retirement Board | 6,750 | $1.05M | 0.04% | −300−4.3% | Reduced |
| Tilia Fiduciary Partners, Inc. | 6,794 | $1.06M | 0.90% | +76+1.1% | Added |
| Atlas Private Wealth Management | 6,847 | $1.07M | 0.62% | +1,490+27.8% | Added |
| Altium Wealth Management LLC | 6,925 | $1.08M | 0.07% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 6,928 | $1.08M | 0.24% | +14+0.2% | Added |
| Eqis Capital Management, Inc. | 7,003 | $1.09M | 0.10% | −721−9.3% | Reduced |
| Metropolitan Life Insurance Co | 7,099 | $1.11M | 0.04% | −10,991−60.8% | Reduced |
| Hantz Financial Services, Inc. | 7,100 | $1.11M | 0.03% | −33,931−82.7% | Reduced |
| CIBC World Markets Corp | 7,102 | $1.11M | 0.01% | +2,946+70.9% | Added |
| Strengthening Families & Communities, LLC | 7,310 | $1.14M | 0.70% | +1,174+19.1% | Added |
| Zions Bancorporation, N.A. | 7,363 | $1.15M | 0.10% | +945+14.7% | Added |
| Regentatlantic Capital LLC | 7,381 | $1.15M | 0.03% | +51+0.7% | Added |
| Louisiana State Employees Retirement System | 7,400 | $1.15M | 0.03% | +100+1.4% | Added |
| Kentucky Retirement Systems | 7,443 | $1.16M | 0.05% | +386+5.5% | Added |
| Pegasus Partners Ltd. | 7,457 | $1.16M | 0.20% | −74−1.0% | Reduced |
| Teamwork Financial Advisors, LLC | 7,640 | $1.19M | 0.22% | −1,534−16.7% | Reduced |
| Pacer Advisors, Inc. | 7,732 | $1.20M | 0.01% | −1,683−17.9% | Reduced |
| AdvisorShares Investments LLC | 7,743 | $1.21M | 0.20% | +653+9.2% | Added |
| Kestra Advisory Services, LLC | 7,811 | $1.22M | 0.01% | −2,169−21.7% | Reduced |
| Achmea Investment Management B.V. | 7,834 | $1.22M | 0.03% | −3,161−28.7% | Reduced |
| Boyar Asset Management Inc. | 8,063 | $1.25M | 0.81% | 00.0% | Unchanged |
| American Century Companies Inc | 8,155 | $1.27M | 0.00% | +788+10.7% | Added |
| Teachers Retirement System of the State of Kentucky | 8,194 | $1.28M | 0.01% | −356−4.2% | Reduced |
| Henshaw Capital LLC | 8,209 | $1.28M | 0.07% | +29+0.4% | Added |
| Mercer Global Advisors Inc | 8,396 | $1.31M | 0.01% | −2,144−20.3% | Reduced |
| Swedbank AB | 8,484 | $1.32M | 0.00% | 00.0% | Unchanged |
| Fort, L.P. | 8,608 | $1.34M | 0.51% | −448−4.9% | Reduced |
| Koshinski Asset Management, Inc. | 8,616 | $1.34M | 0.11% | +38+0.4% | Added |
| Vestcor Inc | 8,676 | $1.35M | 0.05% | −11,498−57.0% | Reduced |
| Enterprise Trust & Investment Co | 8,700 | $1.35M | 0.48% | +3,000+52.6% | Added |
| Maryland State Retirement & Pension System | 8,751 | $1.36M | 0.04% | 00.0% | Unchanged |
| Roundview Capital LLC | 8,858 | $1.38M | 0.14% | +517+6.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 8,960 | $1.40M | 0.08% | −140−1.5% | Reduced |
| SNS Financial Group, LLC | 9,052 | $1.41M | 0.16% | +121+1.4% | Added |
| Accurate Wealth Management, LLC | 9,095 | $1.42M | 0.63% | +7,061+347.1% | Added |
| Northwest Investment Counselors, LLC | 9,257 | $1.44M | 0.38% | −125−1.3% | Reduced |
| Oregon Public Employees Retirement Fund | 9,322 | $1.45M | 0.01% | −109−1.2% | Reduced |
| Silvercrest Asset Management Group LLC | 9,460 | $1.47M | 0.01% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,341 | $1.48M | 0.02% | −32,097−77.5% | Reduced |
| Securian Asset Management, Inc | 9,566 | $1.49M | 0.03% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 9,622 | $1.50M | 0.14% | +46+0.5% | Added |
| Westpac Banking Corp | 9,724 | $1.51M | 0.02% | 00.0% | Unchanged |
| Sciencast Management LP | 9,580 | $1.52M | 0.35% | +6,704+233.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 9,760 | $1.52M | 0.03% | +26+0.3% | Added |
| Dean Investment Associates, LLC | 9,813 | $1.53M | 0.27% | +714+7.8% | Added |
| AE Wealth Management LLC | 9,831 | $1.53M | 0.01% | −1,784−15.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 10,176 | $1.58M | 0.00% | +10,176 | New |
| Tributary Capital Management, LLC | 10,447 | $1.63M | 0.13% | −3,469−24.9% | Reduced |
| Zurich Insurance Group Ltd | 10,600 | $1.65M | 0.02% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 10,686 | $1.66M | 0.93% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 10,757 | $1.68M | 0.17% | −1,983−15.6% | Reduced |
| Norinchukin Bank, The | 10,797 | $1.68M | 0.02% | +822+8.2% | Added |
| Millennium Management LLC | 10,891 | $1.70M | 0.00% | −4,773−30.5% | Reduced |
| Coldstream Capital Management Inc | 11,036 | $1.72M | 0.06% | −3,299−23.0% | Reduced |
| Hartford Investment Management Co | 11,089 | $1.73M | 0.04% | −733−6.2% | Reduced |
| Regions Financial Corp | 11,171 | $1.74M | 0.01% | +273+2.5% | Added |
| Lantz Financial LLC | 11,245 | $1.75M | 0.71% | +25+0.2% | Added |
| Dividend Assets Capital, LLC | 11,258 | $1.75M | 0.33% | +1,873+20.0% | Added |
| Leavell Investment Management, Inc. | 11,225 | $1.75M | 0.12% | 00.0% | Unchanged |
| Jacobsen Capital Management | 11,292 | $1.76M | 0.81% | +2,538+29.0% | Added |
| Rockefeller Capital Management L.P. | 11,324 | $1.76M | 0.01% | +2,937+35.0% | Added |
| Lee Financial Co | 11,414 | $1.78M | 0.32% | +60+0.5% | Added |
| Mraz, Amerine & Associates, Inc. | 11,452 | $1.78M | 0.42% | −335−2.8% | Reduced |
| Oppenheimer Asset Management Inc. | 11,602 | $1.81M | 0.03% | +293+2.6% | Added |
| Allstate Corp | 11,620 | $1.81M | 0.05% | +11,620 | New |
| Castellan Group, LLC | 11,880 | $1.85M | 1.28% | +2,925+32.7% | Added |
| Suncoast Equity Management | 12,025 | $1.87M | 0.28% | +2,670+28.5% | Added |
| Steward Partners Investment Advisory, LLC | 12,151 | $1.89M | 0.03% | +484+4.1% | Added |
| MML Investors Services, LLC | 12,165 | $1.89M | 0.01% | +1,472+13.8% | Added |
| Whittier Trust Co | 12,254 | $1.91M | 0.03% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 12,372 | $1.93M | 0.01% | +63+0.5% | Added |
| Occidental Asset Management, LLC | 12,432 | $1.94M | 0.50% | +381+3.2% | Added |
| Princeton Global Asset Management LLC | 12,531 | $1.95M | 0.54% | +409+3.4% | Added |
| Atria Investments LLC | 12,553 | $1.96M | 0.03% | +1,297+11.5% | Added |
| Catalyst Capital Advisors LLC | 12,591 | $1.96M | 0.08% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 12,672 | $1.97M | 0.16% | +292+2.4% | Added |
| Allianz Asset Management GmbH | 12,722 | $1.98M | 0.00% | +1,487+13.2% | Added |
| Crossmark Global Holdings, Inc. | 12,833 | $2.00M | 0.04% | +788+6.5% | Added |
| R.m.sincerbeaux Capital Management LLC | 12,900 | $2.01M | 1.27% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 12,978 | $2.02M | 0.22% | −250−1.9% | Reduced |
| SEI Investments Co | 13,706 | $2.06M | 0.00% | −988−6.7% | Reduced |
| Public Employees Retirement Association of Colorado | 13,314 | $2.07M | 0.01% | −2,189−14.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 13,549 | $2.11M | 0.09% | −452−3.2% | Reduced |
| Buckhead Capital Management LLC | 13,746 | $2.14M | 0.46% | −150−1.1% | Reduced |
| Sugarloaf Wealth Management, LLC | 13,720 | $2.16M | 0.51% | +1,436+11.7% | Added |
| Daiwa Securities Group Inc. | 13,956 | $2.17M | 0.01% | −598−4.1% | Reduced |
| Stratos Wealth Partners, LTD. | 14,006 | $2.18M | 0.05% | +459+3.4% | Added |
| Echo Street Capital Management LLC | 14,021 | $2.18M | 0.02% | +3,452+32.7% | Added |
| Private Advisor Group, LLC | 14,249 | $2.22M | 0.02% | +716+5.3% | Added |
| PFG Advisors | 14,274 | $2.22M | 0.23% | −2,776−16.3% | Reduced |
| Handelsbanken Fonder AB | 14,442 | $2.25M | 0.01% | −6,006−29.4% | Reduced |
| Mariner, LLC | 14,471 | $2.25M | 0.01% | +3,637+33.6% | Added |
| HBK Sorce Advisory LLC | 14,730 | $2.29M | 0.13% | +1,441+10.8% | Added |
| TownSquare Capital, LLC | 14,920 | $2.32M | 0.06% | −9,423−38.7% | Reduced |
| Ceera Investments, LLC | 15,122 | $2.35M | 1.17% | −40−0.3% | Reduced |
| Texas Permanent School Fund | 15,146 | $2.36M | 0.03% | −934−5.8% | Reduced |
| Bowling Portfolio Management LLC | 15,152 | $2.36M | 0.51% | −85−0.6% | Reduced |
| M&T Bank Corp | 15,338 | $2.39M | 0.01% | −1,121−6.8% | Reduced |