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 2 sales; 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 |
|---|---|---|---|---|---|
| Catalyst Capital Advisors LLC | 12,591 | $1.96M | 0.08% | 00.0% | Unchanged |
| Atria Investments LLC | 12,553 | $1.96M | 0.03% | +1,297+11.5% | Added |
| Princeton Global Asset Management LLC | 12,531 | $1.95M | 0.54% | +409+3.4% | Added |
| Occidental Asset Management, LLC | 12,432 | $1.94M | 0.50% | +381+3.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 12,372 | $1.93M | 0.01% | +63+0.5% | Added |
| Whittier Trust Co | 12,254 | $1.91M | 0.03% | 00.0% | Unchanged |
| MML Investors Services, LLC | 12,165 | $1.89M | 0.01% | +1,472+13.8% | Added |
| Steward Partners Investment Advisory, LLC | 12,151 | $1.89M | 0.03% | +484+4.1% | Added |
| Suncoast Equity Management | 12,025 | $1.87M | 0.28% | +2,670+28.5% | Added |
| Castellan Group, LLC | 11,880 | $1.85M | 1.28% | +2,925+32.7% | Added |
| Allstate Corp | 11,620 | $1.81M | 0.05% | +11,620 | New |
| Oppenheimer Asset Management Inc. | 11,602 | $1.81M | 0.03% | +293+2.6% | Added |
| Mraz, Amerine & Associates, Inc. | 11,452 | $1.78M | 0.42% | −335−2.8% | Reduced |
| Lee Financial Co | 11,414 | $1.78M | 0.32% | +60+0.5% | Added |
| Rockefeller Capital Management L.P. | 11,324 | $1.76M | 0.01% | +2,937+35.0% | Added |
| Jacobsen Capital Management | 11,292 | $1.76M | 0.81% | +2,538+29.0% | Added |
| Leavell Investment Management, Inc. | 11,225 | $1.75M | 0.12% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 11,258 | $1.75M | 0.33% | +1,873+20.0% | Added |
| Lantz Financial LLC | 11,245 | $1.75M | 0.71% | +25+0.2% | Added |
| Regions Financial Corp | 11,171 | $1.74M | 0.01% | +273+2.5% | Added |
| Hartford Investment Management Co | 11,089 | $1.73M | 0.04% | −733−6.2% | Reduced |
| Coldstream Capital Management Inc | 11,036 | $1.72M | 0.06% | −3,299−23.0% | Reduced |
| Millennium Management LLC | 10,891 | $1.70M | 0.00% | −4,773−30.5% | Reduced |
| Norinchukin Bank, The | 10,797 | $1.68M | 0.02% | +822+8.2% | Added |
| Oxbow Advisors, LLC | 10,757 | $1.68M | 0.17% | −1,983−15.6% | Reduced |
| Wimmer Associates 1, LLC | 10,686 | $1.66M | 0.93% | 00.0% | Unchanged |
| Zurich Insurance Group Ltd | 10,600 | $1.65M | 0.02% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 10,447 | $1.63M | 0.13% | −3,469−24.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 10,176 | $1.58M | 0.00% | +10,176 | New |
| AE Wealth Management LLC | 9,831 | $1.53M | 0.01% | −1,784−15.4% | Reduced |
| Dean Investment Associates, LLC | 9,813 | $1.53M | 0.27% | +714+7.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 9,760 | $1.52M | 0.03% | +26+0.3% | Added |
| Sciencast Management LP | 9,580 | $1.52M | 0.35% | +6,704+233.1% | Added |
| Westpac Banking Corp | 9,724 | $1.51M | 0.02% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 9,622 | $1.50M | 0.14% | +46+0.5% | Added |
| Securian Asset Management, Inc | 9,566 | $1.49M | 0.03% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,341 | $1.48M | 0.02% | −32,097−77.5% | Reduced |
| Silvercrest Asset Management Group LLC | 9,460 | $1.47M | 0.01% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 9,322 | $1.45M | 0.01% | −109−1.2% | Reduced |
| Northwest Investment Counselors, LLC | 9,257 | $1.44M | 0.38% | −125−1.3% | Reduced |
| Accurate Wealth Management, LLC | 9,095 | $1.42M | 0.63% | +7,061+347.1% | Added |
| SNS Financial Group, LLC | 9,052 | $1.41M | 0.16% | +121+1.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 8,960 | $1.40M | 0.08% | −140−1.5% | Reduced |
| Roundview Capital LLC | 8,858 | $1.38M | 0.14% | +517+6.2% | Added |
| Maryland State Retirement & Pension System | 8,751 | $1.36M | 0.04% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 8,700 | $1.35M | 0.48% | +3,000+52.6% | Added |
| Vestcor Inc | 8,676 | $1.35M | 0.05% | −11,498−57.0% | Reduced |
| Koshinski Asset Management, Inc. | 8,616 | $1.34M | 0.11% | +38+0.4% | Added |
| Fort, L.P. | 8,608 | $1.34M | 0.51% | −448−4.9% | Reduced |
| Swedbank AB | 8,484 | $1.32M | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 8,396 | $1.31M | 0.01% | −2,144−20.3% | Reduced |
| Henshaw Capital LLC | 8,209 | $1.28M | 0.07% | +29+0.4% | Added |
| Teachers Retirement System of the State of Kentucky | 8,194 | $1.28M | 0.01% | −356−4.2% | Reduced |
| American Century Companies Inc | 8,155 | $1.27M | 0.00% | +788+10.7% | Added |
| Boyar Asset Management Inc. | 8,063 | $1.25M | 0.81% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 7,834 | $1.22M | 0.03% | −3,161−28.7% | Reduced |
| Kestra Advisory Services, LLC | 7,811 | $1.22M | 0.01% | −2,169−21.7% | Reduced |
| AdvisorShares Investments LLC | 7,743 | $1.21M | 0.20% | +653+9.2% | Added |
| Pacer Advisors, Inc. | 7,732 | $1.20M | 0.01% | −1,683−17.9% | Reduced |
| Teamwork Financial Advisors, LLC | 7,640 | $1.19M | 0.22% | −1,534−16.7% | Reduced |
| Pegasus Partners Ltd. | 7,457 | $1.16M | 0.20% | −74−1.0% | Reduced |
| Kentucky Retirement Systems | 7,443 | $1.16M | 0.05% | +386+5.5% | Added |
| Louisiana State Employees Retirement System | 7,400 | $1.15M | 0.03% | +100+1.4% | Added |
| Regentatlantic Capital LLC | 7,381 | $1.15M | 0.03% | +51+0.7% | Added |
| Zions Bancorporation, N.A. | 7,363 | $1.15M | 0.10% | +945+14.7% | Added |
| Strengthening Families & Communities, LLC | 7,310 | $1.14M | 0.70% | +1,174+19.1% | Added |
| 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 |
| Metropolitan Life Insurance Co | 7,099 | $1.11M | 0.04% | −10,991−60.8% | Reduced |
| Eqis Capital Management, Inc. | 7,003 | $1.09M | 0.10% | −721−9.3% | Reduced |
| Kesler, Norman & Wride, LLC | 6,928 | $1.08M | 0.24% | +14+0.2% | Added |
| Altium Wealth Management LLC | 6,925 | $1.08M | 0.07% | 00.0% | Unchanged |
| Atlas Private Wealth Management | 6,847 | $1.07M | 0.62% | +1,490+27.8% | Added |
| Tilia Fiduciary Partners, Inc. | 6,794 | $1.06M | 0.90% | +76+1.1% | Added |
| New Mexico Educational Retirement Board | 6,750 | $1.05M | 0.04% | −300−4.3% | Reduced |
| AlphaCrest Capital Management LLC | 6,743 | $1.05M | 0.06% | −3,289−32.8% | Reduced |
| Caldwell Investment Management Ltd. | 6,700 | $1.04M | 0.83% | −10,000−59.9% | Reduced |
| Welch & Forbes LLC | 6,681 | $1.04M | 0.02% | 00.0% | Unchanged |
| Nordea Investment Management AB | 6,579 | $1.03M | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 6,638 | $1.03M | 0.00% | −1,397−17.4% | Reduced |
| MAI Capital Management | 6,546 | $1.02M | 0.02% | +402+6.5% | Added |
| Hilltop Holdings Inc. | 6,515 | $1.01M | 0.11% | +93+1.4% | Added |
| Wambolt & Associates, LLC | 6,479 | $1.01M | 0.37% | −1,739−21.2% | Reduced |
| Vise Technologies, Inc. | 6,483 | $1.01M | 0.38% | −6,068−48.3% | Reduced |
| Spears Abacus Advisors LLC | 6,460 | $1.01M | 0.07% | 00.0% | Unchanged |
| Estate Counselors, LLC | 6,392 | $995.0K | 0.13% | 00.0% | Unchanged |
| Montag & Caldwell, LLC | 6,353 | $989.0K | 0.11% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 6,270 | $976.0K | 0.00% | −30,098−82.8% | Reduced |
| EFG Asset Management (Americas) Corp. | 6,178 | $962.0K | 0.18% | +148+2.5% | Added |
| Cetera Investment Advisers | 6,141 | $956.0K | 0.01% | +153+2.6% | Added |
| Benjamin Edwards Inc | 6,133 | $955.0K | 0.28% | +795+14.9% | Added |
| Park Avenue Securities LLC | 6,125 | $954.0K | 0.02% | +710+13.1% | Added |
| Biltmore Family Office, LLC | 6,048 | $946.0K | 0.20% | 00.0% | Unchanged |
| Fiduciary Planning LLC | 6,072 | $945.0K | 0.52% | +1,023+20.3% | Added |
| Crawford Investment Counsel Inc | 6,065 | $944.0K | 0.02% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 5,925 | $923.0K | 0.04% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 5,913 | $921.0K | 0.01% | +709+13.6% | Added |
| CWS Financial Advisors, LLC | 5,864 | $913.0K | 0.34% | 00.0% | Unchanged |
| AGF Investments LLC | 5,853 | $911.0K | 0.08% | +1,321+29.1% | Added |
| JustInvest LLC | 5,665 | $882.0K | 0.04% | +799+16.4% | Added |