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 |
|---|---|---|---|---|---|
| Tilia Fiduciary Partners, Inc. | 7,078 | $1.03M | 0.99% | +284+4.2% | Added |
| Zions Bancorporation, N.A. | 7,331 | $1.04M | 0.10% | −32−0.4% | Reduced |
| Hantz Financial Services, Inc. | 7,360 | $1.05M | 0.04% | +260+3.7% | Added |
| Fiduciary Planning LLC | 7,385 | $1.05M | 0.52% | +1,313+21.6% | Added |
| Echo Street Capital Management LLC | 7,591 | $1.08M | 0.01% | −6,430−45.9% | Reduced |
| Pegasus Partners Ltd. | 7,616 | $1.09M | 0.23% | +159+2.1% | Added |
| Meyer Handelman Co | 7,625 | $1.09M | 0.05% | +2,550+50.2% | Added |
| Tiaa, FSB | 7,622 | $1.09M | 0.00% | +7,622 | New |
| AdvisorShares Investments LLC | 7,629 | $1.09M | 0.30% | −114−1.5% | Reduced |
| Engineers Gate Manager LP | 7,640 | $1.09M | 0.04% | +6,131+406.3% | Added |
| Illinois Municipal Retirement Fund | 7,761 | $1.11M | 0.03% | +3,225+71.1% | Added |
| Boyar Asset Management Inc. | 7,763 | $1.11M | 0.91% | −300−3.7% | Reduced |
| Seeyond | 7,824 | $1.11M | 0.13% | −18,016−69.7% | Reduced |
| Norinchukin Bank, The | 7,837 | $1.12M | 0.02% | −2,960−27.4% | Reduced |
| Louisiana State Employees Retirement System | 7,400 | $1.13M | 0.03% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 8,170 | $1.17M | 0.04% | +336+4.3% | Added |
| Allstate Corp | 8,197 | $1.17M | 0.04% | −3,423−29.5% | Reduced |
| Strengthening Families & Communities, LLC | 7,515 | $1.17M | 0.71% | +205+2.8% | Added |
| ExodusPoint Capital Management, LP | 8,233 | $1.17M | 0.02% | +8,233 | New |
| Henshaw Capital LLC | 8,242 | $1.17M | 0.08% | +33+0.4% | Added |
| Guardian Wealth Advisors, LLC | 8,346 | $1.20M | 0.22% | +5,319+175.7% | Added |
| Koshinski Asset Management, Inc. | 8,602 | $1.23M | 0.12% | −14−0.2% | Reduced |
| Vestcor Inc | 8,647 | $1.23M | 0.05% | −29−0.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 8,696 | $1.24M | 0.16% | −4,282−33.0% | Reduced |
| Enterprise Trust & Investment Co | 8,700 | $1.24M | 0.52% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 8,700 | $1.24M | 0.05% | +1,257+16.9% | Added |
| Maryland State Retirement & Pension System | 8,751 | $1.25M | 0.04% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 8,906 | $1.27M | 0.01% | +510+6.1% | Added |
| Oregon Public Employees Retirement Fund | 9,012 | $1.28M | 0.02% | −310−3.3% | Reduced |
| AlphaCrest Capital Management LLC | 9,062 | $1.29M | 0.06% | +2,319+34.4% | Added |
| Neuberger Berman Group LLC | 9,113 | $1.30M | 0.00% | −7,288−44.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 9,140 | $1.30M | 0.08% | +180+2.0% | Added |
| SNS Financial Group, LLC | 9,182 | $1.31M | 0.17% | +130+1.4% | Added |
| American Century Companies Inc | 9,278 | $1.32M | 0.00% | +1,123+13.8% | Added |
| Northwest Investment Counselors, LLC | 9,312 | $1.33M | 0.41% | +55+0.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,362 | $1.33M | 0.02% | +21+0.2% | Added |
| Roundview Capital LLC | 9,364 | $1.33M | 0.16% | +506+5.7% | Added |
| Securian Asset Management, Inc | 9,466 | $1.35M | 0.03% | −100−1.0% | Reduced |
| Silvercrest Asset Management Group LLC | 9,460 | $1.35M | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 9,628 | $1.37M | 0.01% | +1,817+23.3% | Added |
| Westpac Banking Corp | 9,724 | $1.39M | 0.02% | 00.0% | Unchanged |
| AE Wealth Management LLC | 9,800 | $1.40M | 0.01% | −31−0.3% | Reduced |
| Point72 Hong Kong Ltd | 9,810 | $1.40M | 0.09% | +5,749+141.6% | Added |
| Squarepoint Ops LLC | 9,879 | $1.41M | 0.01% | −45,953−82.3% | Reduced |
| Oxbow Advisors, LLC | 9,987 | $1.42M | 0.20% | −770−7.2% | Reduced |
| Dean Investment Associates, LLC | 10,197 | $1.45M | 0.28% | +384+3.9% | Added |
| Regions Financial Corp | 10,320 | $1.47M | 0.01% | −851−7.6% | Reduced |
| Rockefeller Capital Management L.P. | 10,344 | $1.47M | 0.01% | −980−8.7% | Reduced |
| Zurich Insurance Group Ltd | 10,600 | $1.51M | 0.02% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 10,731 | $1.53M | 1.00% | +45+0.4% | Added |
| Accurate Wealth Management, LLC | 10,363 | $1.54M | 0.84% | +1,268+13.9% | Added |
| Jacobsen Capital Management | 10,871 | $1.55M | 0.82% | −421−3.7% | Reduced |
| Atria Investments LLC | 10,953 | $1.56M | 0.03% | −1,600−12.7% | Reduced |
| Dividend Assets Capital, LLC | 11,227 | $1.60M | 0.35% | −31−0.3% | Reduced |
| Lantz Financial LLC | 11,257 | $1.60M | 0.72% | +12+0.1% | Added |
| National Bank of Canada | 11,110 | $1.61M | 0.01% | −4,636−29.4% | Reduced |
| Public Sector Pension Investment Board | 11,276 | $1.61M | 0.01% | −5,034−30.9% | Reduced |
| Leavell Investment Management, Inc. | 11,225 | $1.61M | 0.12% | 00.0% | Unchanged |
| Hartford Investment Management Co | 11,278 | $1.61M | 0.05% | +189+1.7% | Added |
| Mraz, Amerine & Associates, Inc. | 11,452 | $1.63M | 0.42% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 11,534 | $1.64M | 0.06% | +498+4.5% | Added |
| Lee Financial Co | 11,569 | $1.65M | 0.30% | +155+1.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,635 | $1.66M | 0.04% | +1,875+19.2% | Added |
| Castellan Group, LLC | 12,096 | $1.72M | 1.37% | +216+1.8% | Added |
| Catalyst Capital Advisors LLC | 12,331 | $1.76M | 0.07% | −260−2.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 12,353 | $1.76M | 0.01% | −19−0.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 12,415 | $1.77M | 0.03% | +264+2.2% | Added |
| Crossmark Global Holdings, Inc. | 12,463 | $1.78M | 0.05% | −370−2.9% | Reduced |
| Occidental Asset Management, LLC | 12,540 | $1.79M | 0.53% | +108+0.9% | Added |
| Oppenheimer Asset Management Inc. | 12,581 | $1.79M | 0.03% | +979+8.4% | Added |
| Siemens Fonds Invest GmbH | 12,672 | $1.81M | 0.19% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 12,834 | $1.83M | 0.00% | +2,658+26.1% | Added |
| Princeton Global Asset Management LLC | 12,838 | $1.83M | 0.59% | +307+2.4% | Added |
| Whittier Trust Co | 12,854 | $1.83M | 0.04% | +600+4.9% | Added |
| Buckhead Capital Management LLC | 12,891 | $1.84M | 0.46% | −855−6.2% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 12,900 | $1.84M | 1.35% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 12,944 | $1.84M | 0.18% | +3,322+34.5% | Added |
| Daiwa Securities Group Inc. | 13,073 | $1.86M | 0.01% | −883−6.3% | Reduced |
| SRN Advisors, LLC | 13,279 | $1.89M | 1.32% | −8,132−38.0% | Reduced |
| Public Employees Retirement Association of Colorado | 13,314 | $1.90M | 0.01% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 13,935 | $1.99M | 0.15% | −795−5.4% | Reduced |
| PFG Advisors | 13,981 | $1.99M | 0.23% | −293−2.1% | Reduced |
| MML Investors Services, LLC | 14,057 | $2.00M | 0.02% | +1,892+15.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 14,340 | $2.04M | 0.10% | +791+5.8% | Added |
| Stratos Wealth Partners, LTD. | 14,399 | $2.05M | 0.05% | +393+2.8% | Added |
| CenterBook Partners LP | 14,434 | $2.06M | 0.44% | +14,434 | New |
| Handelsbanken Fonder AB | 14,472 | $2.06M | 0.01% | +30+0.2% | Added |
| Bank of Nova Scotia | 14,824 | $2.11M | 0.01% | −4,450−23.1% | Reduced |
| M&T Bank Corp | 17,635 | $2.13M | 0.01% | +2,297+15.0% | Added |
| Bowling Portfolio Management LLC | 15,087 | $2.15M | 0.54% | −65−0.4% | Reduced |
| Ceera Investments, LLC | 15,122 | $2.16M | 1.23% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 15,201 | $2.17M | 0.55% | +1,481+10.8% | Added |
| Texas Permanent School Fund | 15,223 | $2.17M | 0.03% | +77+0.5% | Added |
| First National Trust Co | 15,262 | $2.18M | 0.12% | −243−1.6% | Reduced |
| Suncoast Equity Management | 15,270 | $2.18M | 0.38% | +3,245+27.0% | Added |
| Private Advisor Group, LLC | 15,355 | $2.19M | 0.02% | +1,106+7.8% | Added |
| Snowden Capital Advisors LLC | 15,439 | $2.20M | 0.10% | 00.0% | Unchanged |
| Creative Planning | 15,659 | $2.23M | 0.00% | +276+1.8% | Added |
| CIBC World Markets Corp | 15,727 | $2.24M | 0.02% | +8,625+121.4% | Added |
| TownSquare Capital, LLC | 15,867 | $2.26M | 0.06% | +947+6.3% | Added |