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, Q2 2022
Institutional positions in Broadridge Financial Solutions, Inc. as of Jun 30, 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
- 764
- −2 vs. Q1 2022
- Shares held
- 102.7M
- +1.62M (+1.6%) vs. Q1 2022
- Total value
- $14.6B
- −$1.05B (−6.7%) vs. Q1 2022
- New holders
- 61
- 281 more added
- Sold out
- 63
- 265 more reduced
11 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Broadridge Financial Solutions, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Annapolis Financial Services, LLC | 200 | $29.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 207 | $30.0K | 0.00% | −12−5.5% | Reduced |
| Private Capital Group, LLC | 220 | $32.0K | 0.02% | −10−4.3% | Reduced |
| Salem Investment Counselors Inc | 225 | $32.0K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 227 | $33.0K | 0.00% | −300−56.9% | Reduced |
| Sandy Spring Bank | 234 | $33.0K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 229 | $33.0K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 237 | $34.0K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 246 | $35.0K | 0.02% | −119−32.6% | Reduced |
| PFG Private Wealth Management, LLC | 246 | $35.0K | 0.02% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 245 | $35.0K | 0.03% | +1+0.4% | Added |
| Clear Street Markets LLC | 243 | $35.0K | 0.01% | +195+406.3% | Added |
| Concord Wealth Partners | 284 | $40.0K | 0.01% | −1,097−79.4% | Reduced |
| Roble, Belko & Company, Inc | 295 | $42.0K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 300 | $43.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 303 | $43.0K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 300 | $43.0K | 0.01% | 00.0% | Unchanged |
| Cordasco Financial Network | 300 | $43.0K | 0.03% | +1+0.3% | Added |
| JFS Wealth Advisors, LLC | 313 | $45.0K | 0.00% | +14+4.7% | Added |
| Geneos Wealth Management Inc. | 328 | $48.0K | 0.00% | +1+0.3% | Added |
| Column Capital Advisors, LLC | 343 | $49.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 354 | $50.0K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 366 | $52.0K | 0.01% | −23−5.9% | Reduced |
| Compagnie Lombard Odier SCmA | 370 | $53.0K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 371 | $53.0K | 0.00% | +371 | New |
| Allworth Financial LP | 376 | $54.0K | 0.00% | +62+19.7% | Added |
| Simplex Trading, LLC | 393 | $56.0K | 0.00% | −112−22.2% | Reduced |
| 1832 Asset Management L.P. | 400 | $57.0K | 0.00% | −3,252−89.0% | Reduced |
| Dougherty Wealth Advisers LLC | 403 | $57.0K | 0.11% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 412 | $59.0K | 0.00% | +61+17.4% | Added |
| MCF Advisors LLC | 428 | $61.0K | 0.01% | +428 | New |
| Acadian Asset Management LLC | 438 | $62.0K | 0.00% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 443 | $63.1K | 0.04% | 00.0% | Unchanged |
| Bangor Savings Bank | 454 | $64.0K | 0.01% | +454 | New |
| Ronald Blue Trust, Inc. | 433 | $67.0K | 0.00% | +433 | New |
| United Community Bank | 471 | $67.1K | 0.07% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 477 | $68.0K | 0.06% | 00.0% | Unchanged |
| Quent Capital, LLC | 492 | $70.0K | 0.01% | −2,048−80.6% | Reduced |
| Lowe Wealth Advisors, LLC | 491 | $70.0K | 0.04% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 500 | $71.0K | 0.01% | −900−64.3% | Reduced |
| West Oak Capital, LLC | 500 | $71.0K | 0.04% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $71.0K | 0.04% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 515 | $73.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 486 | $73.0K | 0.02% | +83+20.6% | Added |
| Penserra Capital Management LLC | 545 | $77.0K | 0.00% | −148−21.4% | Reduced |
| Laurel Wealth Advisors LLC | 543 | $77.0K | 0.02% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 540 | $77.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 548 | $78.0K | 0.06% | −368−40.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 551 | $78.9K | 0.00% | +121+28.1% | Added |
| Bartlett & Co. LLC | 551 | $79.0K | 0.00% | +121+28.1% | Added |
| Transamerica Financial Advisors, Inc. | 587 | $84.0K | 0.01% | +587 | New |
| Whittier Trust Co of Nevada Inc | 653 | $93.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 659 | $94.0K | 0.00% | −1,118−62.9% | Reduced |
| TD Waterhouse Canada Inc. | 645 | $94.4K | 0.00% | −250−27.9% | Reduced |
| Eagle Bay Advisors LLC | 666 | $94.9K | 0.06% | +318+91.4% | Added |
| S.A. Mason LLC | 675 | $96.0K | 0.07% | 00.0% | Unchanged |
| Ellevest, Inc. | 670 | $96.0K | 0.01% | +409+156.7% | Added |
| Parallel Advisors, LLC | 686 | $98.0K | 0.00% | −39−5.4% | Reduced |
| Hanson & Doremus Investment Management | 700 | $100.0K | 0.02% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 715 | $102.0K | 0.00% | +529+284.4% | Added |
| Newfound Research LLC | 722 | $103.0K | 0.22% | −209−22.4% | Reduced |
| Harbor Investment Advisory, LLC | 752 | $107.0K | 0.02% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 770 | $110.0K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 786 | $112.0K | 0.02% | +699+803.4% | Added |
| Massmutual Trust Co FSB | 784 | $112.0K | 0.00% | +779+15,580.0% | Added |
| Sentry Investment Management LLC | 793 | $113.0K | 0.05% | −155−16.4% | Reduced |
| SRS Capital Advisors, Inc. | 804 | $115.0K | 0.02% | +13+1.6% | Added |
| Sargent Bickham Lagudis LLC | 807 | $115.0K | 0.01% | +34+4.4% | Added |
| Hexagon Capital Partners LLC | 830 | $118.0K | 0.04% | −101−10.8% | Reduced |
| Tobam | 858 | $122.0K | 0.01% | +7+0.8% | Added |
| First Bank & Trust | 868 | $124.0K | 0.04% | −241−21.7% | Reduced |
| Proequities, Inc. | 867 | $124.0K | 0.01% | −188−17.8% | Reduced |
| Trust Co of Vermont | 889 | $126.0K | 0.01% | +889 | New |
| Van Eck Associates Corp | 934 | $133.0K | 0.00% | +231+32.9% | Added |
| Hall Laurie J Trustee | 1,050 | $150.0K | 0.07% | 00.0% | Unchanged |
| CX Institutional | 1,105 | $158.0K | 0.01% | +1,105 | New |
| Key Financial Inc | 1,156 | $169.0K | 0.09% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,844 | $174.0K | 0.01% | −1,636−36.5% | Reduced |
| Campion Asset Management LLC | 1,410 | $201.0K | 0.20% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 1,295 | $202.0K | 0.05% | +1,295 | New |
| Vista Wealth Management Group, LLC | 1,383 | $202.0K | 0.03% | +1,383 | New |
| Optas, LLC | 1,454 | $207.0K | 0.08% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 1,461 | $208.0K | 0.04% | −2−0.1% | Reduced |
| Ameritas Investment Partners, Inc. | 1,467 | $209.0K | 0.01% | −119−7.5% | Reduced |
| RMB Capital Management, LLC | 1,468 | $209.0K | 0.01% | 00.0% | Unchanged |
| FORA Capital, LLC | 1,482 | $211.0K | 0.04% | +1,482 | New |
| Washington Trust Advisors, Inc. | 1,486 | $212.0K | 0.02% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 1,504 | $214.0K | 0.08% | −4,979−76.8% | Reduced |
| Cigna Investments Inc | 1,500 | $214.0K | 0.04% | −537−26.4% | Reduced |
| Buckingham Capital Management, Inc. | 1,500 | $214.0K | 0.04% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 1,509 | $215.0K | 0.04% | 00.0% | Unchanged |
| Gofen & Glossberg LLC | 1,514 | $216.0K | 0.01% | +1+0.1% | Added |
| AIA Group Ltd | 1,529 | $218.0K | 0.01% | +1,529 | New |
| Ledyard National Bank | 1,543 | $220.0K | 0.03% | −39,688−96.3% | Reduced |
| Evercore Wealth Management, LLC | 1,565 | $223.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 1,572 | $224.0K | 0.00% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,580 | $225.0K | 0.02% | −2,990−65.4% | Reduced |
| Hudson Capital Management LLC | 1,600 | $228.0K | 0.11% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 1,585 | $228.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 1,607 | $229.0K | 0.00% | +183+12.9% | Added |