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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
Integrated Wealth Concepts LLC0$00.00%−4,120−100.0%Sold out
Renaissance Technologies LLC0$00.00%−4,100−100.0%Sold out
Sound Financial Strategies Group, LLC0$00.00%−3,973−100.0%Sold out
Donaldson Capital Management, LLC0$00.00%−3,357−100.0%Sold out
Signet Financial Management, LLC0$00.00%−3,326−100.0%Sold out
Wellington Shields Capital Management, LLC0$00.00%−2,983−100.0%Sold out
Alphasimplex Group, LLC0$00.00%−2,911−100.0%Sold out
Financial Architects, Inc0$00.00%−2,754−100.0%Sold out
Walleye Trading LLC0$00.00%−2,702−100.0%Sold out
Busey Wealth Management0$00.00%−2,424−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−2,403−100.0%Sold out
Advisors Preferred, LLC0$00.00%−2,329−100.0%Sold out
Americana Partners, LLC0$00.00%−2,250−100.0%Sold out
Psagot Value Holdings Ltd. / (Israel)0$00.00%−2,239−100.0%Sold out
Ergoteles LLC0$00.00%−2,233−100.0%Sold out
Alps Advisors Inc0$00.00%−2,166−100.0%Sold out
Pluribus Labs, LLC0$00.00%−2,086−100.0%Sold out
Pensionfund DSM Netherlands0$00.00%−2,000−100.0%Sold out
Modera Wealth Management, LLC0$00.00%−2,003−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−2,000−100.0%Sold out
JSF Financial, LLC0$00.00%−1,975−100.0%Sold out
FORA Capital, LLC0$00.00%−1,962−100.0%Sold out
West Family Investments, Inc.0$00.00%−1,907−100.0%Sold out
Machina Capital S.A.S.0$00.00%−1,900−100.0%Sold out
Agf Investments Inc.0$00.00%−1,870−100.0%Sold out
Astrantus Ltd0$00.00%−1,777−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−1,696−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−1,615−100.0%Sold out
Hancock Whitney Investment Services Inc.0$00.00%−1,559−100.0%Sold out
Pasadena Private Wealth, LLC0$00.00%−1,500−100.0%Sold out
Perigon Wealth Management, LLC0$00.00%−1,427−100.0%Sold out
Williams Jones Wealth Management, LLC.0$00.00%−1,391−100.0%Sold out
Cerity Partners LLC0$00.00%−1,378−100.0%Sold out
Davis R M Inc0$00.00%−1,359−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−1,357−100.0%Sold out
Bryn Mawr Trust Co0$00.00%−1,325−100.0%Sold out
CenterBook Partners LP0$00.00%−1,321−100.0%Sold out
Personal Capital Advisors Corp0$00.00%−1,320−100.0%Sold out
Burke & Herbert Bank & Trust Co0$00.00%−1,261−100.0%Sold out
Orser Capital Management, LLC0$00.00%−1,260−100.0%Sold out
Autumn Glory Partners, LLC0$00.00%−1,229−100.0%Sold out
Barber Financial Group, Inc.0$00.00%−1,204−100.0%Sold out
Patron Partners Advisors, LLC0$00.00%−1,204−100.0%Sold out
Murphy Capital Management Inc0$00.00%−1,200−100.0%Sold out
Aries Wealth Management0$00.00%−1,171−100.0%Sold out
Claret Asset Management Corp0$00.00%−1,157−100.0%Sold out
E Fund Management Co., Ltd.0$00.00%−1,133−100.0%Sold out
Rehmann Capital Advisory Group0$00.00%−1,126−100.0%Sold out
Teza Capital Management LLC0$00.00%−1,121−100.0%Sold out
Trust Asset Management LLC0$00.00%−1,118−100.0%Sold out
CX Institutional0$00.00%−1,115−100.0%Sold out
Federated Hermes, Inc.0$00.00%−1,003−100.0%Sold out
Trust Co of Vermont0$00.00%−849−100.0%Sold out
Centaurus Financial, Inc.0$00.00%−625−100.0%Sold out
Cassady Schiller Wealth Management, LLC0$00.00%−602−100.0%Sold out
GraniteShares Advisors LLC0$00.00%−556−100.0%Sold out
Aquire Wealth Advisors, LLC0$00.00%−406−100.0%Sold out
Chilton Capital Management LLC0$00.00%−371−100.0%Sold out
Ford Financial Group, LLC0$00.00%−187−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−162−100.0%Sold out
CoreCap Advisors, LLC0$00.00%−135−100.0%Sold out
Fuller & Thaler Asset Management, Inc.0$00.00%−130−100.0%Sold out
Carmichael Hill & Associates, Inc.0$00.00%−104−100.0%Sold out
Retirement Planning Co of New England, Inc.0$00.00%−100−100.0%Sold out
Lavaca Capital LLC0$00.00%−15,000−100.0%Sold out
Sageworth Trust Co0$00.00%−50−100.0%Sold out
Wagner Wealth Management, LLC0$00.00%−49−100.0%Sold out
Standard Family Office LLC0$00.00%−47−100.0%Sold out
Amplius Wealth Advisors, LLC0$00.00%−51−100.0%Sold out
Confluence Wealth Services, Inc.0$00.00%−50−100.0%Sold out
McCarthy Grittinger Financial Group, LLC0$00.00%−16−100.0%Sold out
Covington Capital Management0$00.00%−3−100.0%Sold out
Manchester Capital Management LLC0$00.00%−3−100.0%Sold out
JJJ Advisors Inc.0$00.00%−7−100.0%Sold out
Andra AP-fonden––––Not filed
Alley Co LLC––––Not filed
MD Financial Management Inc.––––Not filed
NEXT Financial Group, Inc––––Not filed
Harbour Investments, Inc.––––Not filed
Reilly Financial Advisors, LLC––––Not filed
Bell Investment Advisors, Inc––––Not filed
Carroll Financial Associates, Inc.––––Not filed