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 |
|---|---|---|---|---|---|
| Sepio Capital, LP | 5,619 | $875.0K | 0.08% | −783−12.2% | Reduced |
| American Portfolios Advisors | 5,493 | $855.3K | 0.03% | −7,232−56.8% | Reduced |
| Sompo Asset Management Co., Ltd. | 5,440 | $847.0K | 0.18% | −140−2.5% | Reduced |
| H. L. Ormond & Company, LLC | 5,437 | $847.0K | 1.03% | +12+0.2% | Added |
| Sawtooth Solutions, LLC | 5,435 | $846.0K | 0.10% | −1,491−21.5% | Reduced |
| Prospera Financial Services Inc | 5,419 | $844.0K | 0.04% | +1,720+46.5% | Added |
| Clarius Group, LLC | 4,570 | $835.0K | 0.07% | 00.0% | Unchanged |
| Ossiam | 5,325 | $829.0K | 0.02% | −4,158−43.8% | Reduced |
| Bessemer Group Inc | 5,290 | $823.0K | 0.00% | +1,257+31.2% | Added |
| McElhenny Sheffield Capital Management, LLC | 5,277 | $822.0K | 0.29% | +194+3.8% | Added |
| Everence Capital Management Inc | 5,226 | $814.0K | 0.06% | +2,630+101.3% | Added |
| SG Americas Securities, LLC | 5,130 | $799.0K | 0.01% | −4,162−44.8% | Reduced |
| Meyer Handelman Co | 5,075 | $790.0K | 0.03% | +5,075 | New |
| Leverage Partners Absolute Return Fund SPC | 5,000 | $778.0K | 0.55% | 00.0% | Unchanged |
| Advisor Partners LLC | 4,962 | $773.0K | 0.05% | −601−10.8% | Reduced |
| Investment Management of Virginia LLC | 4,920 | $766.0K | 0.13% | −2,330−32.1% | Reduced |
| Johnson Investment Counsel Inc | 4,895 | $765.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,897 | $763.0K | 0.09% | +892+22.3% | Added |
| Guardian Wealth Management, Inc. | 4,880 | $760.0K | 0.75% | −36−0.7% | Reduced |
| Fiduciary Trust Co | 4,877 | $759.0K | 0.01% | −50−1.0% | Reduced |
| Umb Bank N A | 4,847 | $755.0K | 0.01% | −4−0.1% | Reduced |
| Laurel Wealth Advisors, Inc. | 4,846 | $754.0K | 0.06% | −799−14.2% | Reduced |
| Symmetry Partners, LLC | 4,801 | $748.0K | 0.05% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 4,645 | $723.0K | 0.02% | −600−11.4% | Reduced |
| ETF Managers Group, LLC | 4,574 | $713.0K | 0.01% | +89+2.0% | Added |
| Horizon Kinetics Asset Management LLC | 4,564 | $711.0K | 0.01% | 00.0% | Unchanged |
| Toroso Investments, LLC | 4,538 | $707.0K | 0.02% | −717−13.6% | Reduced |
| Amica Retiree Medical Trust | 4,539 | $707.0K | 0.66% | +760+20.1% | Added |
| Illinois Municipal Retirement Fund | 4,536 | $706.0K | 0.02% | +1,180+35.2% | Added |
| O'Shaughnessy Asset Management, LLC | 4,504 | $701.0K | 0.01% | +483+12.0% | Added |
| Wall Street Access Asset Management, LLC | 4,500 | $700.0K | 0.39% | 00.0% | Unchanged |
| STRS Ohio | 4,405 | $685.0K | 0.00% | −1,355−23.5% | Reduced |
| Clarkston Capital Partners, LLC | 4,400 | $685.0K | 0.01% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 4,369 | $680.0K | 0.08% | +185+4.4% | Added |
| Accredited Investors Inc. | 4,295 | $669.0K | 0.06% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 4,272 | $665.0K | 0.09% | +850+24.8% | Added |
| Wealthsource Partners, LLC | 4,182 | $651.0K | 0.04% | −23−0.5% | Reduced |
| Swiss Life Asset Management Ltd | 4,155 | $647.0K | 0.01% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 4,107 | $639.0K | 0.00% | −13,220−76.3% | Reduced |
| Ropes Wealth Advisors LLC | 4,070 | $634.0K | 0.11% | −94−2.3% | Reduced |
| Point72 Hong Kong Ltd | 4,061 | $632.0K | 0.06% | +4,061 | New |
| National Asset Management, Inc. | 4,033 | $629.0K | 0.02% | −4,110−50.5% | Reduced |
| East Coast Asset Management, LLC. | 4,013 | $625.0K | 0.15% | −333−7.7% | Reduced |
| Bank Ozk | 4,000 | $623.0K | 0.27% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 8,528 | $622.0K | 0.15% | −1,638−16.1% | Reduced |
| Huntington National Bank | 3,986 | $620.0K | 0.01% | +37+0.9% | Added |
| Ashfield Capital Partners, LLC | 3,966 | $618.0K | 0.04% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 3,860 | $601.0K | 0.07% | +1,060+37.9% | Added |
| Cetera Advisor Networks LLC | 3,787 | $590.0K | 0.01% | −108−2.8% | Reduced |
| Cedar Mountain Advisors, LLC | 3,724 | $580.0K | 0.17% | +2+0.1% | Added |
| Advisors Capital Management, LLC | 3,686 | $574.0K | 0.02% | −16−0.4% | Reduced |
| FDx Advisors, Inc. | 3,673 | $572.0K | 0.02% | +663+22.0% | Added |
| 1832 Asset Management L.P. | 3,652 | $568.0K | 0.00% | +3,198+704.4% | Added |
| Stokes Capital Advisors, LLC | 3,635 | $566.0K | 0.16% | +5+0.1% | Added |
| Eukles Asset Management | 3,588 | $559.0K | 0.30% | −129−3.5% | Reduced |
| Gateway Advisory, LLC | 3,583 | $558.0K | 0.15% | 00.0% | Unchanged |
| Platform Technology Partners | 3,540 | $551.0K | 0.26% | 00.0% | Unchanged |
| Wellington Management Group LLP | 3,539 | $551.0K | 0.00% | +208+6.2% | Added |
| TrinityPoint Wealth, LLC | 3,492 | $544.0K | 0.10% | +83+2.4% | Added |
| Veritable, L.P. | 3,461 | $539.0K | 0.01% | +179+5.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 3,447 | $537.0K | 0.05% | +357+11.6% | Added |
| United Capital Financial Advisers, LLC | 3,437 | $535.0K | 0.00% | −617−15.2% | Reduced |
| Simmons Bank | 3,437 | $535.0K | 0.04% | −7−0.2% | Reduced |
| O'Shares Investment Advisers, LLC | 3,437 | $535.0K | 0.04% | +189+5.8% | Added |
| Vident Investment Advisory, LLC | 3,410 | $531.0K | 0.01% | −161−4.5% | Reduced |
| Davy Global Fund Management Ltd | 3,407 | $531.0K | 0.09% | +156+4.8% | Added |
| Wealth Alliance | 3,403 | $530.0K | 0.11% | +224+7.0% | Added |
| Verition Fund Management LLC | 3,395 | $529.0K | 0.01% | −3,371−49.8% | Reduced |
| TD Private Client Wealth LLC | 3,397 | $528.9K | 0.02% | +182+5.7% | Added |
| Raymond James Trust N.A. | 3,384 | $527.0K | 0.02% | +1,888+126.2% | Added |
| Mission Wealth Management, LP | 3,364 | $523.0K | 0.02% | −14−0.4% | Reduced |
| Websterrogers Financial Advisors, LLC | 3,312 | $518.0K | 0.26% | +102+3.2% | Added |
| Bridgewater Advisors Inc. | 3,319 | $517.0K | 0.13% | +68+2.1% | Added |
| D.B. Root & Company, LLC | 3,296 | $513.0K | 0.19% | −7−0.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 3,233 | $503.0K | 0.00% | +3,233 | New |
| Gyroscope Capital Management Group, LLC | 3,145 | $490.0K | 0.17% | −162−4.9% | Reduced |
| Albion Financial Group | 3,124 | $486.0K | 0.04% | −40−1.3% | Reduced |
| Legacy Advisors, LLC | 3,065 | $479.0K | 0.09% | +3,065 | New |
| Beaumont Financial Partners, LLC | 3,036 | $473.0K | 0.04% | +145+5.0% | Added |
| Guardian Wealth Advisors, LLC | 3,027 | $473.0K | 0.20% | +204+7.2% | Added |
| Argent Trust Co | 3,011 | $469.0K | 0.03% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 2,970 | $462.0K | 0.00% | −2,761−48.2% | Reduced |
| Sigma Planning Corp | 2,964 | $462.0K | 0.01% | +252+9.3% | Added |
| People's United Financial, Inc. | 2,951 | $460.0K | 0.01% | −1,116−27.4% | Reduced |
| Bradley Foster & Sargent Inc | 2,948 | $459.0K | 0.01% | +335+12.8% | Added |
| Ethic Inc. | 2,928 | $456.0K | 0.03% | +967+49.3% | Added |
| Tokio Marine Asset Management Co Ltd | 2,874 | $448.0K | 0.04% | +630+28.1% | Added |
| Spire Wealth Management | 2,842 | $443.0K | 0.01% | −3,430−54.7% | Reduced |
| Avestar Capital, LLC | 2,805 | $439.0K | 0.08% | +263+10.3% | Added |
| Resources Management Corp | 2,775 | $432.0K | 0.06% | +220+8.6% | Added |
| Polaris Wealth Advisory Group, LLC | 2,707 | $430.0K | 0.03% | 00.0% | Unchanged |
| Chicago Trust Co NA | 2,735 | $426.0K | 0.09% | +208+8.2% | Added |
| Bokf, NA | 2,704 | $421.0K | 0.01% | +269+11.0% | Added |
| Paloma Partners Management Co | 2,700 | $420.0K | 0.03% | +300+12.5% | Added |
| WealthTrust Axiom LLC | 2,681 | $417.0K | 0.13% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 2,667 | $415.0K | 0.14% | −20−0.7% | Reduced |
| Avantax Advisory Services, Inc. | 2,618 | $408.0K | 0.01% | −13−0.5% | Reduced |
| CWM, LLC | 2,618 | $408.0K | 0.00% | +557+27.0% | Added |
| Central Trust Co | 2,609 | $407.0K | 0.01% | −13−0.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,614 | $407.0K | 0.02% | +46+1.8% | Added |