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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 195,275 | $30.4M | 0.03% | +12,999+7.1% | Added |
| California State Teachers Retirement System | 195,687 | $30.5M | 0.04% | −11,110−5.4% | Reduced |
| Alta Capital Management LLC | 196,547 | $30.6M | 1.79% | −84,976−30.2% | Reduced |
| Boston Private Wealth LLC | 205,794 | $32.0M | 0.43% | +12,000+6.2% | Added |
| Korea Investment CORP | 208,400 | $32.5M | 0.08% | +60,500+40.9% | Added |
| Loomis Sayles & Co L P | 208,480 | $32.5M | 0.04% | +6,634+3.3% | Added |
| Storebrand Asset Management AS | 219,025 | $34.1M | 0.16% | +49,447+29.2% | Added |
| Envestnet Asset Management Inc | 223,667 | $34.8M | 0.02% | −5,157−2.3% | Reduced |
| Ensemble Capital Management, LLC | 226,756 | $35.3M | 3.06% | +20,880+10.1% | Added |
| Earnest Partners LLC | 228,672 | $35.6M | 0.21% | −1,512−0.7% | Reduced |
| Ameriprise Financial Inc | 230,856 | $35.8M | 0.01% | +32,011+16.1% | Added |
| Rhumbline Advisers | 233,370 | $36.3M | 0.05% | −4,044−1.7% | Reduced |
| Boston Trust Walden Corp | 234,012 | $36.4M | 0.30% | +52,598+29.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 241,869 | $37.7M | 0.39% | −11,671−4.6% | Reduced |
| PGGM Investments | 209,453 | $38.3M | 0.19% | 00.0% | Unchanged |
| HM Payson & Co | 258,325 | $40.2M | 0.92% | +15,801+6.5% | Added |
| Nissay Asset Management Corp | 261,678 | $40.7M | 0.35% | −115,050−30.5% | Reduced |
| Raymond James & Associates | 264,391 | $41.2M | 0.03% | +4,828+1.9% | Added |
| Commerce Bank | 264,897 | $41.2M | 0.28% | +8,602+3.4% | Added |
| Douglas Lane & Associates, LLC | 276,940 | $43.1M | 0.61% | −13,767−4.7% | Reduced |
| Deutsche Bank AG | 278,117 | $43.3M | 0.02% | −18,486−6.2% | Reduced |
| London Co of Virginia | 295,360 | $46.0M | 0.24% | −2,118−0.7% | Reduced |
| Fenimore Asset Management Inc | 296,001 | $46.1M | 1.13% | −142,602−32.5% | Reduced |
| GW&K Investment Management, LLC | 303,629 | $47.3M | 0.42% | +2,613+0.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 303,675 | $47.3M | 0.16% | +75,718+33.2% | Added |
| King Luther Capital Management Corp | 311,594 | $48.5M | 0.24% | −7,599−2.4% | Reduced |
| JPMorgan Chase & Co | 324,894 | $50.6M | 0.01% | +30,928+10.5% | Added |
| Mackenzie Financial Corp | 340,131 | $53.0M | 0.07% | +78,283+29.9% | Added |
| Nuveen Asset Management, LLC | 354,227 | $53.8M | 0.02% | +10,354+3.0% | Added |
| Goldman Sachs Group Inc | 352,976 | $55.0M | 0.01% | −39,984−10.2% | Reduced |
| Schwartz Investment Counsel Inc | 375,450 | $58.5M | 2.46% | −16,150−4.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 383,330 | $59.7M | 0.04% | −143,997−27.3% | Reduced |
| Boston Financial Mangement LLC | 386,427 | $60.2M | 2.29% | +6,823+1.8% | Added |
| Eaton Vance Management | 390,644 | $60.8M | 0.07% | +30,451+8.5% | Added |
| First Trust Advisors LP | 411,248 | $64.0M | 0.07% | −9,673−2.3% | Reduced |
| Rathbone Brothers plc | 435,100 | $67.7M | 0.69% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 472,718 | $73.6M | 0.16% | +28,533+6.4% | Added |
| Swiss National Bank | 504,882 | $78.6M | 0.04% | +63,300+14.3% | Added |
| Parametric Portfolio Associates LLC | 514,193 | $80.1M | 0.04% | +13,639+2.7% | Added |
| Anchor Capital Advisors LLC | 533,442 | $83.1M | 1.77% | +3,970+0.7% | Added |
| Alliancebernstein L.P. | 539,901 | $84.1M | 0.03% | −3,415−0.6% | Reduced |
| Ninety One UK Ltd | 543,958 | $84.7M | 0.22% | +10,293+1.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 566,057 | $88.1M | 0.20% | +571+0.1% | Added |
| Charles Schwab Investment Management Inc | 569,006 | $88.6M | 0.03% | +18,458+3.4% | Added |
| Amundi | 572,221 | $90.9M | 0.06% | −19,072−3.2% | Reduced |
| Fayez Sarofim & Co | 609,883 | $95.0M | 0.30% | −74,789−10.9% | Reduced |
| UBS Asset Management Americas Inc | 618,385 | $96.3M | 0.04% | −2,759−0.4% | Reduced |
| Baird Financial Group, Inc. | 660,148 | $102.8M | 0.25% | +10,938+1.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 664,958 | $103.5M | 0.28% | +50,131+8.2% | Added |
| Bank of America Corp | 717,341 | $111.7M | 0.01% | −66,503−8.5% | Reduced |
| Bahl & Gaynor Inc | 739,449 | $115.1M | 0.85% | −88,737−10.7% | Reduced |
| Confluence Investment Management LLC | 801,068 | $124.7M | 1.74% | +5,074+0.6% | Added |
| Veritas Investment Partners (UK) Ltd. | 837,502 | $130.4M | 3.69% | +154,931+22.7% | Added |
| Dimensional Fund Advisors LP | 839,340 | $130.7M | 0.04% | +19,679+2.4% | Added |
| California Public Employees Retirement System | 861,134 | $134.1M | 0.10% | −17,096−1.9% | Reduced |
| Franklin Resources Inc | 905,933 | $141.1M | 0.06% | +13,423+1.5% | Added |
| Invesco Ltd. | 928,890 | $144.6M | 0.04% | −365,156−28.2% | Reduced |
| Legal & General Group Plc | 996,274 | $155.1M | 0.05% | −43,552−4.2% | Reduced |
| Atlanta Capital Management Co L L C | 1,066,758 | $166.1M | 0.62% | −3000.0% | Reduced |
| Norges Bank | 1,067,598 | $166.2M | 0.04% | +8,871+0.8% | Added |
| Bank of New York Mellon Corp | 1,079,485 | $168.1M | 0.03% | −10,036−0.9% | Reduced |
| Macquarie Group Ltd | 1,162,713 | $181.0M | 0.16% | +5,287+0.5% | Added |
| Caisse de Depot Et Placement du Quebec | 1,195,313 | $186.1M | 0.44% | +554,807+86.6% | Added |
| Parnassus Investments | 1,322,327 | $205.9M | 0.42% | +383,145+40.8% | Added |
| Northern Trust Corp | 1,352,549 | $210.6M | 0.04% | −20,333−1.5% | Reduced |
| Wells Fargo & Company | 1,495,056 | $232.8M | 0.06% | +138,430+10.2% | Added |
| Barclays PLC | 1,576,274 | $245.4M | 0.20% | +68,052+4.5% | Added |
| Jensen Investment Management Inc | 1,684,618 | $262.3M | 1.96% | +12,890+0.8% | Added |
| Geode Capital Management, LLC | 2,277,947 | $353.9M | 0.04% | +81,055+3.7% | Added |
| APG Asset Management N.V. | 4,021,553 | $562.8M | 1.06% | −6,000−0.1% | Reduced |
| Baillie Gifford & Co | 3,764,098 | $586.1M | 0.41% | −375,609−9.1% | Reduced |
| Janus Henderson Group PLC | 3,813,478 | $593.8M | 0.29% | −851,996−18.3% | Reduced |
| Price T Rowe Associates Inc | 4,196,639 | $653.5M | 0.07% | +242,882+6.1% | Added |
| Morgan Stanley | 4,464,423 | $695.2M | 0.09% | +1,113,730+33.2% | Added |
| State Street Corp | 4,751,908 | $742.9M | 0.04% | −192,739−3.9% | Reduced |
| BlackRock Inc. | 9,692,024 | $1.51B | 0.04% | +125,346+1.3% | Added |
| Vanguard Group Inc | 13,714,442 | $2.14B | 0.05% | +108,223+0.8% | Added |
| Bristol Gate Capital Partners Inc. | 0 | $0 | 0.00% | −539,103−100.0% | Sold out |
| Veritas Investment Management (UK) Ltd | 0 | $0 | 0.00% | −125,360−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −93,236−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −48,904−100.0% | Sold out |
| Covington Investment Advisors Inc. | 0 | $0 | 0.00% | −33,730−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −29,718−100.0% | Sold out |
| Progressive Investment Management Corp | 0 | $0 | 0.00% | −28,867−100.0% | Sold out |
| Berger Financial Group, Inc | 0 | $0 | 0.00% | −28,370−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −25,890−100.0% | Sold out |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −22,912−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −18,084−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −17,219−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −14,616−100.0% | Sold out |
| Fulcrum Asset Management LLP | 0 | $0 | 0.00% | – | Sold out |
| Aquila Investment Management LLC | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −12,245−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −8,195−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −6,949−100.0% | Sold out |
| Lyon Street Capital, LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −5,756−100.0% | Sold out |
| Guardian Capital LP | 0 | $0 | 0.00% | −5,745−100.0% | Sold out |
| Moloney Securities Asset Management, LLC | 0 | $0 | 0.00% | −5,336−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −5,307−100.0% | Sold out |