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 |
|---|---|---|---|---|---|
| Great West Life Assurance Co | 108,985 | $17.9M | 0.04% | −4,654−4.1% | Reduced |
| Bank of Montreal | 113,496 | $17.7M | 0.01% | −13,796−10.8% | Reduced |
| Truist Financial Corp | 113,407 | $17.7M | 0.03% | −11,682−9.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 112,226 | $17.5M | 0.04% | −26,876−19.3% | Reduced |
| Bath Savings Trust Co | 106,697 | $16.6M | 1.90% | +548+0.5% | Added |
| NFJ Investment Group, LLC | 106,307 | $16.6M | 0.34% | +3,781+3.7% | Added |
| Prudential Financial Inc | 105,004 | $16.4M | 0.02% | −903−0.9% | Reduced |
| Connectus Wealth, LLC | 103,688 | $16.1M | 0.51% | −2,411−2.3% | Reduced |
| Citigroup Inc | 102,648 | $16.0M | 0.02% | −44,974−30.5% | Reduced |
| Wendell David Associates Inc | 101,054 | $15.7M | 1.75% | +1,484+1.5% | Added |
| Russell Investments Group, Ltd. | 96,928 | $15.1M | 0.03% | −50,518−34.3% | Reduced |
| D. E. Shaw & Co., Inc. | 96,796 | $15.1M | 0.02% | +96,796 | New |
| Kelly Lawrence W & Associates Inc | 95,816 | $14.9M | 3.19% | +1,040+1.1% | Added |
| First National Bank of Omaha | 92,302 | $14.4M | 0.73% | +13,441+17.0% | Added |
| Diamond Hill Capital Management Inc | 90,375 | $14.1M | 0.05% | −17,432−16.2% | Reduced |
| FMR LLC | 89,268 | $13.9M | 0.00% | +27,334+44.1% | Added |
| State of Wisconsin Investment Board | 88,732 | $13.8M | 0.03% | −3,435−3.7% | Reduced |
| Manufacturers Life Insurance Company, The | 88,240 | $13.7M | 0.01% | +1,440+1.7% | Added |
| Mn Services Vermogensbeheer B.V. | 83,730 | $13.0M | 0.09% | −5,100−5.7% | Reduced |
| AXA S.A. | 83,378 | $13.0M | 0.04% | −9,500−10.2% | Reduced |
| Pinebridge Investments, L.P. | 80,788 | $12.6M | 0.13% | +26,484+48.8% | Added |
| Vigilant Capital Management, LLC | 80,654 | $12.6M | 0.96% | +2,278+2.9% | Added |
| Voya Investment Management LLC | 80,323 | $12.5M | 0.03% | −1,694−2.1% | Reduced |
| Victory Capital Management Inc | 85,195 | $12.3M | 0.01% | +7,313+9.4% | Added |
| Rafferty Asset Management, LLC | 77,975 | $12.1M | 0.07% | −7,260−8.5% | Reduced |
| Toronto Dominion Bank | 75,768 | $11.8M | 0.02% | −3,226−4.1% | Reduced |
| BNP Paribas Arbitrage, SA | 75,119 | $11.7M | 0.02% | +25,093+50.2% | Added |
| Fulton Breakefield Broenniman LLC | 73,820 | $11.5M | 1.01% | +10,016+15.7% | Added |
| Washington Trust Co | 72,318 | $11.3M | 0.45% | +4,359+6.4% | Added |
| Chevy Chase Trust Holdings, Inc. | 70,468 | $11.0M | 0.04% | +291+0.4% | Added |
| Congress Wealth Management LLC | 70,018 | $10.9M | 0.24% | +1,016+1.5% | Added |
| British Columbia Investment Management Corp | 69,621 | $10.8M | 0.07% | −2,385−3.3% | Reduced |
| Walter Public Investments Inc. | 72,740 | $10.8M | 3.64% | +72,740 | New |
| Federation des caisses Desjardins du Quebec | 68,273 | $10.6M | 0.10% | +12,135+21.6% | Added |
| Stifel Financial Corp | 67,158 | $10.5M | 0.01% | +8,283+14.1% | Added |
| Natixis Advisors, L.P. | 65,670 | $10.2M | 0.04% | −11,123−14.5% | Reduced |
| Colony Group LLC | 64,809 | $10.1M | 0.15% | +496+0.8% | Added |
| McRae Capital Management Inc | 64,738 | $10.1M | 2.27% | −200−0.3% | Reduced |
| Southernsun Asset Management, LLC | 63,107 | $9.83M | 1.06% | +4,578+7.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 62,846 | $9.79M | 0.04% | +4,217+7.2% | Added |
| Manning & Napier Group, LLC | 61,805 | $9.62M | 0.09% | −2,482−3.9% | Reduced |
| State of New Jersey Common Pension Fund D | 61,682 | $9.61M | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 61,508 | $9.58M | 0.01% | −1,792−2.8% | Reduced |
| Public Employees Retirement System of Ohio | 60,639 | $9.44M | 0.03% | −2,647−4.2% | Reduced |
| Asset Management One Co.,Ltd. | 59,135 | $9.21M | 0.04% | −4,510−7.1% | Reduced |
| Vision Capital Management, Inc. | 57,182 | $8.90M | 1.46% | −325−0.6% | Reduced |
| FineMark National Bank & Trust | 56,441 | $8.79M | 0.35% | +1,303+2.4% | Added |
| Rockland Trust Co | 55,984 | $8.72M | 0.55% | +9,405+20.2% | Added |
| Squarepoint Ops LLC | 55,832 | $8.69M | 0.06% | −32,125−36.5% | Reduced |
| Advisor Group Holdings, Inc. | 54,667 | $8.54M | 0.02% | −5,355−8.9% | Reduced |
| Motley Fool Asset Management LLC | 54,718 | $8.52M | 0.62% | −74−0.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 53,136 | $8.27M | 0.13% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 53,100 | $8.27M | 0.06% | +11,308+27.1% | Added |
| Logan Capital Management Inc | 52,761 | $8.21M | 0.40% | +8,527+19.3% | Added |
| Aptus Capital Advisors, LLC | 50,634 | $7.89M | 0.24% | +1,190+2.4% | Added |
| ProShare Advisors LLC | 49,447 | $7.70M | 0.02% | +285+0.6% | Added |
| Forsta Ap-Fonden | 49,300 | $7.68M | 0.09% | −7,300−12.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 48,782 | $7.60M | 0.01% | −5,444−10.0% | Reduced |
| Pictet Asset Management SA | 48,658 | $7.58M | 0.01% | −93−0.2% | Reduced |
| Cyrus J. Lawrence, LLC | 48,599 | $7.57M | 1.73% | +48,599 | New |
| Alley Investment Management Company, LLC | 47,480 | $7.39M | 1.22% | +47,480 | New |
| DekaBank Deutsche Girozentrale | 46,428 | $7.33M | 0.02% | +12,572+37.1% | Added |
| 1623 Capital LLC | 47,000 | $7.32M | 3.80% | 00.0% | Unchanged |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 46,942 | $7.31M | 0.07% | +8,591+22.4% | Added |
| Alberta Investment Management Corp | 46,676 | $7.27M | 0.04% | +3,300+7.6% | Added |
| US Bancorp | 46,647 | $7.26M | 0.01% | +1,608+3.6% | Added |
| Core Alternative Capital | 46,035 | $7.17M | 1.92% | −8,956−16.3% | Reduced |
| CIBC Asset Management Inc | 45,493 | $7.08M | 0.02% | −545−1.2% | Reduced |
| Bell Asset Management Ltd | 45,075 | $7.02M | 1.21% | +6,542+17.0% | Added |
| Blair William & Co | 45,016 | $7.01M | 0.02% | −2,030−4.3% | Reduced |
| Holocene Advisors, LP | 44,788 | $6.97M | 0.04% | +44,788 | New |
| Treasurer of the State of North Carolina | 44,238 | $6.89M | 0.04% | +703+1.6% | Added |
| Susquehanna International Group, LLP | 44,100 | $6.87M | 0.01% | +6,117+16.1% | Added |
| Independent Advisor Alliance | 44,076 | $6.86M | 0.33% | −59−0.1% | Reduced |
| McCollum Christoferson Group LLC | 43,434 | $6.76M | 1.67% | +275+0.6% | Added |
| Hamilton Point Investment Advisors, LLC | 42,917 | $6.71M | 1.73% | +1,182+2.8% | Added |
| Ledyard National Bank | 41,231 | $6.42M | 0.64% | +1,065+2.7% | Added |
| Santa Monica Partners LP | 40,793 | $6.35M | 4.45% | 00.0% | Unchanged |
| Captrust Financial Advisors | 40,141 | $6.28M | 0.04% | +1,263+3.2% | Added |
| Addenda Capital Inc. | 40,171 | $6.28M | 0.26% | +40,171 | New |
| Amica Mutual Insurance Co | 39,774 | $6.19M | 0.73% | +6,600+19.9% | Added |
| Ensign Peak Advisors, Inc | 39,307 | $6.12M | 0.01% | −3,460−8.1% | Reduced |
| Marks Group Wealth Management, Inc | 39,176 | $6.10M | 0.77% | +3,479+9.7% | Added |
| Value Partners Investments Inc. | 38,870 | $6.05M | 0.51% | −4,086−9.5% | Reduced |
| Retirement Systems of Alabama | 38,689 | $6.02M | 0.02% | +62+0.2% | Added |
| Mattern Capital Management, LLC | 38,487 | $5.99M | 1.07% | +1,097+2.9% | Added |
| Aviva PLC | 38,293 | $5.96M | 0.03% | −1,058−2.7% | Reduced |
| Fifth Third Bancorp | 38,163 | $5.94M | 0.02% | +109+0.3% | Added |
| Nippon Life Global Investors Americas, Inc. | 37,590 | $5.85M | 0.31% | +37,590 | New |
| Middleton & Co Inc | 36,905 | $5.75M | 0.61% | −5,454−12.9% | Reduced |
| MetLife Investment Management | 36,445 | $5.67M | 0.04% | +10,689+41.5% | Added |
| O'Brien Greene & Co. Inc | 35,938 | $5.60M | 1.85% | +381+1.1% | Added |
| Standard Life Aberdeen plc | 34,554 | $5.48M | 0.01% | −4,620−11.8% | Reduced |
| Royal London Asset Management Ltd | 35,192 | $5.48M | 0.02% | +1,199+3.5% | Added |
| American International Group, Inc. | 34,912 | $5.44M | 0.03% | −896−2.5% | Reduced |
| Amalgamated Bank | 34,363 | $5.35M | 0.04% | +996+3.0% | Added |
| Amalgamated Financial Corp. | 34,363 | $5.35M | 0.04% | +34,363 | New |
| Jane Street Group, LLC | 34,165 | $5.32M | 0.01% | +25,664+301.9% | Added |
| GHP Investment Advisors, Inc. | 34,162 | $5.32M | 0.35% | +2,227+7.0% | Added |
| Buffington Mohr McNeal | 34,139 | $5.32M | 1.01% | −84−0.2% | Reduced |