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 |
|---|---|---|---|---|---|
| D.B. Root & Company, LLC | 3,300 | $470.0K | 0.20% | +4+0.1% | Added |
| Avestar Capital, LLC | 3,281 | $470.0K | 0.13% | +476+17.0% | Added |
| Sigma Planning Corp | 3,309 | $472.0K | 0.02% | +345+11.6% | Added |
| Alps Advisors Inc | 3,344 | $477.0K | 0.00% | +3,344 | New |
| Mission Wealth Management, LP | 3,371 | $481.0K | 0.03% | +7+0.2% | Added |
| Tributary Capital Management, LLC | 3,410 | $486.0K | 0.05% | −7,037−67.4% | Reduced |
| Simmons Bank | 3,414 | $487.0K | 0.04% | −23−0.7% | Reduced |
| Platform Technology Partners | 3,540 | $505.0K | 0.28% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 3,543 | $505.0K | 0.02% | +159+4.7% | Added |
| United Capital Financial Advisers, LLC | 3,566 | $508.0K | 0.00% | +129+3.8% | Added |
| TrinityPoint Wealth, LLC | 3,574 | $509.0K | 0.11% | +82+2.3% | Added |
| Wealth Alliance | 3,585 | $511.0K | 0.10% | +182+5.3% | Added |
| Eukles Asset Management | 3,612 | $515.0K | 0.33% | +24+0.7% | Added |
| Veritable, L.P. | 3,680 | $525.0K | 0.01% | +219+6.3% | Added |
| Cedar Mountain Advisors, LLC | 3,726 | $531.0K | 0.18% | +2+0.1% | Added |
| Cetera Advisor Networks LLC | 3,783 | $539.0K | 0.01% | −4−0.1% | Reduced |
| Ashfield Capital Partners, LLC | 3,832 | $546.0K | 0.04% | −134−3.4% | Reduced |
| Paradigm Asset Management Co LLC | 3,900 | $555.9K | 0.17% | +3,900 | New |
| Ethic Inc. | 3,926 | $560.0K | 0.04% | +998+34.1% | Added |
| SeaCrest Wealth Management, LLC | 3,974 | $566.0K | 0.07% | −395−9.0% | Reduced |
| Davy Global Fund Management Ltd | 3,986 | $568.0K | 0.11% | +579+17.0% | Added |
| Bank Ozk | 4,000 | $570.0K | 0.29% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 4,005 | $571.0K | 0.05% | +558+16.2% | Added |
| East Coast Asset Management, LLC. | 4,013 | $572.0K | 0.27% | 00.0% | Unchanged |
| Huntington National Bank | 4,035 | $576.0K | 0.01% | +49+1.2% | Added |
| Ropes Wealth Advisors LLC | 4,070 | $580.0K | 0.12% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 4,073 | $581.0K | 0.02% | +400+10.9% | Added |
| Wealthsource Partners, LLC | 4,140 | $590.0K | 0.04% | −42−1.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 4,168 | $594.0K | 0.03% | +1,554+59.4% | Added |
| National Asset Management, Inc. | 4,237 | $606.0K | 0.03% | +204+5.1% | Added |
| Quadrant Capital Group LLC | 4,272 | $609.0K | 0.08% | −625−12.8% | Reduced |
| ETF Managers Group, LLC | 4,230 | $609.0K | 0.02% | −344−7.5% | Reduced |
| DT Investment Partners, LLC | 4,272 | $609.0K | 0.09% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 4,092 | $609.0K | 0.07% | +4,092 | New |
| Accredited Investors Inc. | 4,295 | $612.0K | 0.07% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 4,400 | $627.0K | 0.01% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 8,231 | $633.0K | 0.18% | −297−3.5% | Reduced |
| JustInvest LLC | 4,486 | $639.0K | 0.03% | −1,179−20.8% | Reduced |
| Fiduciary Trust Co | 4,541 | $647.0K | 0.01% | −336−6.9% | Reduced |
| Legacy Advisors, LLC | 4,521 | $647.0K | 0.14% | +1,456+47.5% | Added |
| Horizon Kinetics Asset Management LLC | 4,564 | $651.0K | 0.01% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 4,555 | $651.0K | 0.08% | +695+18.0% | Added |
| O'Shaughnessy Asset Management, LLC | 4,645 | $662.0K | 0.01% | +141+3.1% | Added |
| Verition Fund Management LLC | 4,673 | $666.0K | 0.01% | +1,278+37.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 4,685 | $668.0K | 0.02% | +40+0.9% | Added |
| Symmetry Partners, LLC | 4,801 | $684.0K | 0.05% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 4,821 | $687.0K | 0.74% | −59−1.2% | Reduced |
| American Portfolios Advisors | 4,839 | $689.8K | 0.03% | −654−11.9% | Reduced |
| Umb Bank N A | 4,847 | $691.0K | 0.01% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 4,853 | $692.0K | 0.78% | +314+6.9% | Added |
| Sompo Asset Management Co., Ltd. | 4,900 | $698.0K | 0.18% | −540−9.9% | Reduced |
| Advisors Preferred, LLC | 4,905 | $699.0K | 0.18% | +4,905 | New |
| Investment Management of Virginia LLC | 4,920 | $701.0K | 0.14% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 4,975 | $709.0K | 0.00% | −1,295−20.7% | Reduced |
| Banque Cantonale Vaudoise | 5,031 | $718.0K | 0.04% | +3,000+147.7% | Added |
| Wealthfront Advisers LLC | 5,069 | $723.0K | 0.00% | +962+23.4% | Added |
| Natixis | 5,093 | $726.0K | 0.00% | +5,093 | New |
| Mirabella Financial Services LLP | 5,236 | $747.0K | 0.07% | +5,236 | New |
| Eqis Capital Management, Inc. | 5,269 | $751.1K | 0.08% | −1,734−24.8% | Reduced |
| Johnson Investment Counsel Inc | 5,295 | $755.0K | 0.01% | +400+8.2% | Added |
| H. L. Ormond & Company, LLC | 5,312 | $757.0K | 1.23% | −125−2.3% | Reduced |
| CWS Financial Advisors, LLC | 5,385 | $768.0K | 0.35% | −479−8.2% | Reduced |
| Prospera Financial Services Inc | 5,457 | $778.0K | 0.04% | +38+0.7% | Added |
| Bessemer Group Inc | 5,459 | $778.0K | 0.00% | +169+3.2% | Added |
| Sepio Capital, LP | 5,483 | $782.0K | 0.08% | −136−2.4% | Reduced |
| GWM Advisors LLC | 5,573 | $794.0K | 0.01% | +5,573 | New |
| Sawtooth Solutions, LLC | 5,574 | $795.0K | 0.10% | +139+2.6% | Added |
| Laurel Wealth Advisors, Inc. | 5,601 | $798.0K | 0.08% | +755+15.6% | Added |
| Fort, L.P. | 5,606 | $799.0K | 0.54% | −3,002−34.9% | Reduced |
| Ossiam | 5,673 | $809.0K | 0.02% | +348+6.5% | Added |
| Tower Research Capital LLC (TRC) | 5,730 | $817.0K | 0.02% | −16,790−74.6% | Reduced |
| Advisor Partners LLC | 5,821 | $830.0K | 0.06% | +859+17.3% | Added |
| McElhenny Sheffield Capital Management, LLC | 5,910 | $842.0K | 0.39% | +633+12.0% | Added |
| Wall Street Access Asset Management, LLC | 5,910 | $842.0K | 0.44% | +1,410+31.3% | Added |
| Crawford Investment Counsel Inc | 5,915 | $843.0K | 0.02% | −150−2.5% | Reduced |
| TCTC Holdings, LLC | 5,925 | $845.0K | 0.04% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 5,940 | $847.0K | 0.01% | +27+0.5% | Added |
| Occudo Quantitative Strategies LP | 6,004 | $856.0K | 0.07% | +6,004 | New |
| Cetera Investment Advisers | 6,037 | $861.0K | 0.01% | −104−1.7% | Reduced |
| Biltmore Family Office, LLC | 6,048 | $866.0K | 0.22% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 6,263 | $893.0K | 0.26% | +130+2.1% | Added |
| Regentatlantic Capital LLC | 6,268 | $894.0K | 0.03% | −1,113−15.1% | Reduced |
| MAI Capital Management | 6,357 | $906.0K | 0.02% | −189−2.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 6,430 | $917.0K | 0.00% | −208−3.1% | Reduced |
| Hilltop Holdings Inc. | 6,428 | $917.0K | 0.12% | −87−1.3% | Reduced |
| New Mexico Educational Retirement Board | 6,450 | $919.0K | 0.04% | −300−4.4% | Reduced |
| Spears Abacus Advisors LLC | 6,460 | $921.0K | 0.08% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 6,475 | $923.0K | 0.00% | +6,475 | New |
| Montag & Caldwell, LLC | 6,544 | $933.0K | 0.14% | +191+3.0% | Added |
| AGF Investments LLC | 6,651 | $948.0K | 0.09% | +798+13.6% | Added |
| Wambolt & Associates, LLC | 6,680 | $952.0K | 0.38% | +201+3.1% | Added |
| Altium Wealth Management LLC | 6,919 | $986.0K | 0.07% | −6−0.1% | Reduced |
| Metropolitan Life Insurance Co | 6,951 | $990.9K | 0.04% | −148−2.1% | Reduced |
| Nordea Investment Management AB | 7,008 | $991.0K | 0.00% | +429+6.5% | Added |
| Welch & Forbes LLC | 6,981 | $995.0K | 0.02% | +300+4.5% | Added |
| Kesler, Norman & Wride, LLC | 7,001 | $998.0K | 0.28% | +73+1.1% | Added |
| Teamwork Financial Advisors, LLC | 7,012 | $1.00M | 0.22% | −628−8.2% | Reduced |
| Atlas Private Wealth Management | 7,085 | $1.01M | 0.69% | +238+3.5% | Added |
| Park Avenue Securities LLC | 7,142 | $1.02M | 0.02% | +1,017+16.6% | Added |
| EFG Asset Management (Americas) Corp. | 7,200 | $1.03M | 0.24% | +1,022+16.5% | Added |