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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 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.

Institutional holdersQ2 2022: 764 institutions
Q1 2021: 771 institutionsQ2 2021: 787 institutionsQ3 2021: 791 institutionsQ4 2021: 821 institutionsQ1 2022: 777 institutionsQ2 2022: 764 institutionsQ3 2022: 791 institutionsQ4 2022: 785 institutionsQ1 2023: 793 institutionsQ2 2023: 817 institutionsQ3 2023: 854 institutionsQ4 2023: 921 institutionsQ1 2024: 940 institutionsQ2 2024: 930 institutionsQ3 2024: 1,016 institutionsQ4 2024: 1,054 institutionsQ1 2025: 1,109 institutionsQ2 2025: 1,098 institutionsQ3 2025: 1,105 institutionsQ4 2025: 1,136 institutionsQ1 2026: 1,064 institutionsQ2 2026: 1,023 institutions
Value heldQ2 2022: $14.6B
Q1 2021: $15.3BQ2 2021: $16.3BQ3 2021: $16.8BQ4 2021: $18.6BQ1 2022: $15.8BQ2 2022: $14.6BQ3 2022: $14.9BQ4 2022: $13.9BQ1 2023: $15.4BQ2 2023: $17.5BQ3 2023: $18.8BQ4 2023: $21.8BQ1 2024: $21.5BQ2 2024: $20.9BQ3 2024: $22.4BQ4 2024: $23.6BQ1 2025: $25.5BQ2 2025: $25.5BQ3 2025: $25.1BQ4 2025: $23.8BQ1 2026: $18.0BQ2 2026: $14.9B
Institutions holding BR and their total value by quarter
QuarterHoldersValue
Q2 20261,023$14.9B
Q1 20261,064$18.0B
Q4 20251,136$23.8B
Q3 20251,105$25.1B
Q2 20251,098$25.5B
Q1 20251,109$25.5B
Q4 20241,054$23.6B
Q3 20241,016$22.4B
Q2 2024930$20.9B
Q1 2024940$21.5B
Q4 2023921$21.8B
Q3 2023854$18.8B
Q2 2023817$17.5B
Q1 2023793$15.4B
Q4 2022785$13.9B
Q3 2022791$14.9B
Q2 2022764$14.6B
Q1 2022777$15.8B
Q4 2021821$18.6B
Q3 2021791$16.8B
Q2 2021787$16.3B
Q1 2021771$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.

Institutions holding BR in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Tokio Marine Asset Management Co Ltd1,620$231.0K0.02%−1,254−43.6%Reduced
Carolinas Wealth Consulting LLC1,610$231.0K0.06%−295−15.5%Reduced
Menard Financial Group LLC1,619$231.0K0.38%−222−12.1%Reduced
Arcadia Investment Management Corp1,617$231.0K0.05%00.0%Unchanged
GPS Wealth Strategies Group, LLC1,635$233.0K0.06%−75−4.4%Reduced
First Horizon Advisors, Inc.1,640$233.0K0.01%−26−1.6%Reduced
Mystic Asset Management, Inc.1,650$235.0K0.14%00.0%Unchanged
Keebeck Alpha, LP1,647$235.0K0.11%+11+0.7%Added
Keybank National Association1,656$236.0K0.00%+32+2.0%Added
Anchor Investment Management, LLC1,668$237.8K0.03%00.0%Unchanged
Apella Capital, LLC1,670$238.0K0.03%00.0%Unchanged
Cerity Partners LLC1,695$241.0K0.00%+1,695New
Aull & Monroe Investment Management Corp1,691$242.0K0.12%00.0%Unchanged
First National Advisers, LLC1,699$242.0K0.50%+1,699New
Jefferies Group LLC1,702$242.6K0.01%+1,702New
Metis Global Partners, LLC1,738$248.0K0.04%−108−5.9%Reduced
We Are One Seven, LLC1,742$248.0K0.03%+59+3.5%Added
Radnor Capital Management, LLC1,748$249.0K0.07%−125−6.7%Reduced
Financial Counselors Inc1,746$249.0K0.01%+1,746New
Washington Trust Bank1,754$251.0K0.03%00.0%Unchanged
Parkside Financial Bank & Trust1,758$251.0K0.08%+113+6.9%Added
Vivaldi Capital Management, LLC1,763$251.0K0.07%+103+6.2%Added
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,767$252.0K0.01%+339+23.7%Added
Hutchens & Kramer Investment Management Group, LLC1,746$256.0K0.19%−13−0.7%Reduced
Marco Investment Management LLC1,800$257.0K0.03%00.0%Unchanged
Advisors Capital Management, LLC1,817$259.0K0.01%−1,869−50.7%Reduced
Samalin Investment Counsel, LLC1,818$259.0K0.18%00.0%Unchanged
Moody Aldrich Partners LLC1,826$260.0K0.05%−20−1.1%Reduced
Stonehearth Capital Management, LLC1,740$260.0K0.15%+1,740New
HB Wealth Management, LLC1,840$262.0K0.01%+131+7.7%Added
Signaturefd, LLC1,861$265.0K0.01%+340+22.4%Added
Shore Point Advisors, LLC1,877$268.0K0.25%00.0%Unchanged
Texas Capital Bank Wealth Management Services Inc1,906$272.0K0.03%−40−2.1%Reduced
Spreng Capital Management, Inc.1,825$272.0K0.20%00.0%Unchanged
Sofos Investments, Inc.858$273.0K0.03%−318−27.0%Reduced
Lido Advisors, LLC1,955$278.0K0.01%−33−1.7%Reduced
Cetera Advisors LLC1,980$282.0K0.01%+29+1.5%Added
Benchmark Investment Advisors LLC2,000$285.0K0.30%−493−19.8%Reduced
Private Trust Co NA2,001$285.0K0.04%−196−8.9%Reduced
LifePro Asset Management2,040$291.0K0.15%00.0%Unchanged
Fulton Bank, N.A.2,047$292.0K0.02%+359+21.3%Added
Voya Financial Advisors, Inc.2,040$294.0K0.04%+372+22.3%Added
E. Ohman J:or Asset Management AB2,100$299.4K0.01%00.0%Unchanged
Ifrah Financial Services, Inc.2,139$305.0K0.10%−39−1.8%Reduced
Meeder Asset Management Inc2,147$306.0K0.02%−308−12.5%Reduced
Spire Wealth Management2,157$307.0K0.01%−685−24.1%Reduced
Plante Moran Financial Advisors, LLC2,190$312.0K0.05%00.0%Unchanged
Aberdeen Wealth Management LLC2,194$313.0K0.25%00.0%Unchanged
Segall Bryant & Hamill, LLC2,207$314.0K0.00%00.0%Unchanged
Stephens Inc2,208$315.0K0.01%+10+0.5%Added
Wedmont Private Capital2,207$315.0K0.07%+2,207New
Segment Wealth Management, LLC2,244$320.0K0.04%00.0%Unchanged
Empirical Finance, LLC2,256$322.0K0.04%+128+6.0%Added
FourThought Financial, LLC2,278$325.0K0.05%−52−2.2%Reduced
Stock Yards Bank & Trust Co2,296$327.0K0.01%+2,296New
Americana Partners, LLC2,300$327.0K0.06%+2,300New
Old National Bancorp2,298$328.0K0.01%+17+0.7%Added
Heritage Wealth Advisors2,306$329.0K0.02%−20−0.9%Reduced
Central Trust Co2,334$332.0K0.01%−275−10.5%Reduced
Ami Asset Management Corp2,355$336.0K0.02%−174−6.9%Reduced
M&G Investment Management Ltd2,378$340.0K0.00%−22,628−90.5%Reduced
Hilton Capital Management, LLC2,384$340.0K0.04%−93−3.8%Reduced
Court Place Advisors, LLC2,426$346.0K0.13%00.0%Unchanged
Glenmede Trust Co NA2,463$350.0K0.00%+693+39.2%Added
Ieq Capital, LLC2,470$352.0K0.01%+472+23.6%Added
Prestige Wealth Management Group LLC2,469$353.0K0.10%00.0%Unchanged
Redpoint Investment Management Pty Ltd2,535$361.0K0.04%00.0%Unchanged
DF Dent & Co Inc2,531$361.0K0.01%+18+0.7%Added
Cambridge Trust Co2,538$361.0K0.02%+62+2.5%Added
Inscription Capital, LLC2,550$364.0K0.07%+2,550New
Wetherby Asset Management Inc2,569$366.0K0.03%−24−0.9%Reduced
Veriti Management LLC2,573$367.0K0.05%+243+10.4%Added
Everence Capital Management Inc2,596$370.0K0.03%−2,630−50.3%Reduced
Pitcairn Co2,604$371.0K0.04%00.0%Unchanged
BI Asset Management Fondsmaeglerselskab A/S2,651$378.0K0.02%+549+26.1%Added
Mitchell McLeod Pugh & Williams Inc2,667$380.0K0.15%00.0%Unchanged
Avantax Advisory Services, Inc.2,667$380.0K0.01%+49+1.9%Added
Corient Capital Partners, LLC2,662$380.0K0.03%+399+17.6%Added
WealthTrust Axiom LLC2,681$382.0K0.14%00.0%Unchanged
Polaris Wealth Advisory Group, LLC2,707$386.0K0.03%00.0%Unchanged
Albion Financial Group2,712$387.0K0.04%−412−13.2%Reduced
NewEdge Wealth, LLC2,721$388.0K0.02%+2,721New
Chicago Trust Co NA2,728$389.0K0.10%−7−0.3%Reduced
Bokf, NA2,749$391.0K0.01%+45+1.7%Added
Prudential PLC2,773$395.0K0.01%−15,662−85.0%Reduced
Resources Management Corp2,775$396.0K0.06%00.0%Unchanged
CWM, LLC2,784$397.0K0.00%+166+6.3%Added
Toroso Investments, LLC2,833$404.0K0.01%−1,705−37.6%Reduced
Connor, Clark & Lunn Investment Management Ltd.2,854$407.0K0.00%−379−11.7%Reduced
Beaumont Financial Partners, LLC2,883$411.0K0.04%−153−5.0%Reduced
Bradley Foster & Sargent Inc2,887$412.0K0.01%−61−2.1%Reduced
Pathstone Family Office, LLC2,970$424.3K0.01%+1,094+58.3%Added
Argent Trust Co3,017$431.0K0.03%+6+0.2%Added
Cubist Systematic Strategies, LLC3,100$442.0K0.00%+130+4.4%Added
Wellington Management Group LLP3,129$445.0K0.00%−410−11.6%Reduced
TD Private Client Wealth LLC3,157$450.0K0.02%−240−7.1%Reduced
Swedbank AB3,204$456.7K0.00%−5,280−62.2%Reduced
Websterrogers Financial Advisors, LLC3,210$458.0K0.22%−102−3.1%Reduced
Gateway Advisory, LLC3,223$459.0K0.20%−360−10.0%Reduced
Bridgewater Advisors Inc.3,251$463.0K0.10%−68−2.0%Reduced