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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 2 sales; 1,023 institutions reported holding it in 13F filings for Q2 2026, worth $14.9B in total; no superinvestor holds it.

Q2 2022 vs. Q1 2022

How the institutions holding Broadridge Financial Solutions, Inc. changed between Q1 2022 and Q2 2022.

All holders in Q2 2022All holders in Q1 2022

13F holders of BR: Q1 2022 compared with Q2 2022
MeasureQ1 2022Of which not filed for Q2 2022Q2 2022Change
Holders77711764−2
Shares102.0M933.8K102.7M+1.62M (+1.6%)
Value$15.8B$151.1M$14.6B−$1.05B (−6.7%)

11 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (61)

Institutions that held Broadridge Financial Solutions, Inc. at the end of Q2 2022 but not at the end of Q1 2022.

Institutions new to BR in Q2 2022
InstitutionSharesValue% of portfolio
Farmer Steven Patrick811,925$115.7M1.80%
Intech Investment Management LLC403,407$57.5M0.33%
Advisors Asset Management, Inc.86,586$12.3M0.23%
Lombard Odier Asset Management (Europe) Ltd37,500$5.35M0.27%
Andra AP-fonden21,600$3.08M0.09%
New York Life Investment Management LLC18,435$2.63M0.03%
Kestra Private Wealth Services, LLC16,776$2.39M0.14%
CenterBook Partners LP14,434$2.06M0.44%
ExodusPoint Capital Management, LP8,233$1.17M0.02%
Tiaa, FSB7,622$1.09M0.00%
Assenagon Asset Management S.A.6,475$923.0K0.00%
Occudo Quantitative Strategies LP6,004$856.0K0.07%
GWM Advisors LLC5,573$794.0K0.01%
Mirabella Financial Services LLP5,236$747.0K0.07%
Natixis5,093$726.0K0.00%
Advisors Preferred, LLC4,905$699.0K0.18%
HighPoint Advisor Group LLC4,092$609.0K0.07%
Paradigm Asset Management Co LLC3,900$555.9K0.17%
Alps Advisors Inc3,344$477.0K0.00%
NewEdge Wealth, LLC2,721$388.0K0.02%
Inscription Capital, LLC2,550$364.0K0.07%
Stock Yards Bank & Trust Co2,296$327.0K0.01%
Americana Partners, LLC2,300$327.0K0.06%
Wedmont Private Capital2,207$315.0K0.07%
Stonehearth Capital Management, LLC1,740$260.0K0.15%
Financial Counselors Inc1,746$249.0K0.01%
Jefferies Group LLC1,702$242.6K0.01%
First National Advisers, LLC1,699$242.0K0.50%
Cerity Partners LLC1,695$241.0K0.00%
AIA Group Ltd1,529$218.0K0.01%
FORA Capital, LLC1,482$211.0K0.04%
Silver Oak Securities, Inc1,295$202.0K0.05%
Vista Wealth Management Group, LLC1,383$202.0K0.03%
CX Institutional1,105$158.0K0.01%
Trust Co of Vermont889$126.0K0.01%
Transamerica Financial Advisors, Inc.587$84.0K0.01%
Ronald Blue Trust, Inc.433$67.0K0.00%
Bangor Savings Bank454$64.0K0.01%
MCF Advisors LLC428$61.0K0.01%
Chilton Capital Management LLC371$53.0K0.00%
Venture Visionary Partners LLC197$28.1K0.00%
Dark Forest Capital Management LP173$25.0K0.01%
Harbour Investments, Inc.154$22.0K0.00%
Caldwell Trust Co93$13.3K0.00%
Larson Financial Group LLC81$12.0K0.00%
New Millennium Group LLC83$12.0K0.01%
Axim Planning & Wealth67$10.0K0.01%
Coston, McIsaac & Partners64$9.00K0.01%
Wagner Wealth Management, LLC49$7.00K0.01%
Urban Wealth Management, LLC29$4.00K0.01%
Standard Family Office LLC22$3.00K0.03%
Federated Hermes, Inc.15$2.00K0.00%
Bell Investment Advisors, Inc17$2.00K0.00%
Manchester Capital Management LLC7$1.00K0.00%
Johnson Financial Group, Inc.10$1.00K0.00%
Cribstone Capital Management, LLC8$1.00K0.00%
Heritage Financial Services, LLC14$1.00K0.00%
PEAK6 Investments LLC4$1.00K0.00%
State of Wyoming8$1.00K0.00%
Steward Financial Group LLC14$1.00K0.00%
Morton Brown Family Wealth, LLC2$00.00%

Sold out (63)

Institutions that held Broadridge Financial Solutions, Inc. at the end of Q1 2022 and filed for Q2 2022 without it.

Institutions that sold out of BR in Q2 2022
InstitutionShares, Q1 2022Value, Q1 2022
Value Partners Investments Inc.38,870$6.05M
Jane Street Group, LLC34,165$5.32M
Blueshift Asset Management, LLC25,428$3.96M
HighTower Trust Services, LTA20,485$3.19M
ING Groep NV18,939$2.95M
Natixis Investment Managers International17,859$2.78M
Mackay Shields LLC16,855$2.62M
Millennium Management LLC10,891$1.70M
Sciencast Management LP9,580$1.52M
Caldwell Investment Management Ltd.6,700$1.04M
Estate Counselors, LLC6,392$995.0K
Leverage Partners Absolute Return Fund SPC5,000$778.0K
STRS Ohio4,405$685.0K
Swiss Life Asset Management Ltd4,155$647.0K
Stokes Capital Advisors, LLC3,635$566.0K
O'Shares Investment Advisers, LLC3,437$535.0K
Vident Investment Advisory, LLC3,410$531.0K
Gyroscope Capital Management Group, LLC3,145$490.0K
Paloma Partners Management Co2,700$420.0K
Virtu Financial LLC2,566$400.0K
OPSEU Pension Plan Trust Fund2,483$386.0K
Capstone Investment Advisors, LLC2,364$368.0K
Beacon Pointe Advisors, LLC1,932$301.0K
IBM Retirement Fund1,842$287.0K
Cresset Asset Management, LLC1,731$271.0K
Ascent Wealth Partners, LLC1,723$268.0K
Jump Financial, LLC1,683$262.0K
Strategy Asset Managers LLC1,677$261.0K
MQS Management LLC1,677$261.0K
Davenport & Co LLC1,652$257.0K
Nomura Holdings Inc1,457$228.0K
Horizon Investments, LLC1,466$228.0K
Integrated Advisors Network LLC1,456$227.0K
Comerica Securities,inc.1,425$223.0K
Connecticut Wealth Management, LLC1,396$217.0K
Fort Point Capital Partners LLC1,386$216.0K
Profund Advisors LLC1,374$214.0K
Harvey Investment Co LLC1,368$213.0K
Procyon Private Wealth Partners, LLC1,361$212.0K
Atlas Brown,Inc.1,350$210.0K
Capital Investment Counsel, Inc1,352$210.0K
Ballentine Partners, LLC1,335$209.0K
Balentine LLC1,344$209.0K
Moors & Cabot, Inc.1,342$209.0K
Courier Capital LLC1,289$201.0K
Independent Financial Group, LLC1,289$200.7K
Quantbot Technologies LP685$106.0K
San Luis Wealth Advisors LLC405$74.0K
DuPont Capital Management Corp420$65.0K
Gemmer Asset Management LLC310$48.0K
Kozak & Associates, Inc.237$35.0K
Tradewinds Capital Management, LLC200$31.0K
Carl Stuart Investment Advisor, Inc199$31.0K
Bedel Financial Consulting, Inc.136$21.0K
McClarren Financial Advisors, Inc.114$17.0K
CVA Family Office, LLC105$16.0K
TCWP LLC82$12.0K
Jones Financial Companies LLLP53$8.00K
Cordant, Inc.31$5.00K
Asset Dedication, LLC13$2.00K
Tarbox Family Office, Inc.13$2.00K
CNB Bank13$2.00K
West Paces Advisors Inc.3$467

Not filed for Q2 2022 yet (11)

Institutions that held Broadridge Financial Solutions, Inc. at the end of Q1 2022 and haven't filed a 13F for Q2 2022. Not filing isn't selling, so they aren't counted as sold out.