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 |
|---|---|---|---|---|---|
| Great West Life Assurance Co | 107,005 | $15.3M | 0.04% | −1,980−1.8% | Reduced |
| Bath Savings Trust Co | 107,090 | $15.3M | 2.01% | +393+0.4% | Added |
| Prudential Financial Inc | 104,534 | $15.0M | 0.02% | −470−0.4% | Reduced |
| Connectus Wealth, LLC | 103,511 | $14.8M | 0.34% | −177−0.2% | Reduced |
| Wendell David Associates Inc | 102,530 | $14.6M | 1.86% | +1,476+1.5% | Added |
| Truist Financial Corp | 102,362 | $14.6M | 0.03% | −11,045−9.7% | Reduced |
| UBS Group AG | 102,234 | $14.6M | 0.01% | −38,447−27.3% | Reduced |
| First National Bank of Omaha | 94,449 | $13.5M | 0.82% | +2,147+2.3% | Added |
| FMR LLC | 90,766 | $12.9M | 0.00% | +1,498+1.7% | Added |
| Walter Public Investments Inc. | 82,556 | $12.9M | 4.64% | +9,816+13.5% | Added |
| Diamond Hill Capital Management Inc | 90,500 | $12.9M | 0.06% | +125+0.1% | Added |
| State of Wisconsin Investment Board | 89,310 | $12.7M | 0.03% | +578+0.7% | Added |
| Kelly Lawrence W & Associates Inc | 89,141 | $12.7M | 3.48% | −6,675−7.0% | Reduced |
| Advisors Asset Management, Inc. | 86,586 | $12.3M | 0.23% | +86,586 | New |
| Victory Capital Management Inc | 86,393 | $12.3M | 0.01% | +1,198+1.4% | Added |
| Pinebridge Investments, L.P. | 85,613 | $12.2M | 0.15% | +4,825+6.0% | Added |
| Vigilant Capital Management, LLC | 85,528 | $12.2M | 1.05% | +4,874+6.0% | Added |
| AXA S.A. | 82,039 | $11.7M | 0.04% | −1,339−1.6% | Reduced |
| Russell Investments Group, Ltd. | 81,412 | $11.6M | 0.02% | −15,516−16.0% | Reduced |
| Manufacturers Life Insurance Company, The | 79,747 | $11.4M | 0.01% | −8,493−9.6% | Reduced |
| Citigroup Inc | 79,464 | $11.3M | 0.02% | −23,184−22.6% | Reduced |
| State of Tennessee, Treasury Department | 78,600 | $11.2M | 0.05% | +59,873+319.7% | Added |
| Toronto Dominion Bank | 77,006 | $11.0M | 0.02% | +1,238+1.6% | Added |
| Southernsun Asset Management, LLC | 75,487 | $10.8M | 1.33% | +12,380+19.6% | Added |
| Washington Trust Co | 73,117 | $10.4M | 0.49% | +799+1.1% | Added |
| Fulton Breakefield Broenniman LLC | 73,113 | $10.4M | 0.90% | −707−1.0% | Reduced |
| Voya Investment Management LLC | 73,046 | $10.4M | 0.03% | −7,277−9.1% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 71,056 | $10.1M | 0.04% | +588+0.8% | Added |
| Congress Wealth Management LLC | 70,054 | $9.98M | 0.26% | +36+0.1% | Added |
| Mn Services Vermogensbeheer B.V. | 68,630 | $9.78M | 0.09% | −15,100−18.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 68,560 | $9.77M | 0.04% | +5,714+9.1% | Added |
| Natixis Advisors, L.P. | 67,574 | $9.63M | 0.04% | +1,904+2.9% | Added |
| Federation des caisses Desjardins du Quebec | 67,260 | $9.59M | 0.11% | −1,013−1.5% | Reduced |
| Rockland Trust Co | 66,949 | $9.54M | 0.66% | +10,965+19.6% | Added |
| Robeco Institutional Asset Management B.V. | 66,387 | $9.46M | 0.03% | −45,839−40.8% | Reduced |
| British Columbia Investment Management Corp | 65,105 | $9.28M | 0.09% | −4,516−6.5% | Reduced |
| Stifel Financial Corp | 64,957 | $9.26M | 0.01% | −2,201−3.3% | Reduced |
| The PNC Financial Services Group, Inc. | 64,954 | $9.26M | 0.01% | +3,446+5.6% | Added |
| Colony Group LLC | 64,443 | $9.19M | 0.16% | −366−0.6% | Reduced |
| McRae Capital Management Inc | 63,904 | $9.11M | 2.47% | −834−1.3% | Reduced |
| State of New Jersey Common Pension Fund D | 61,682 | $8.79M | 0.03% | 00.0% | Unchanged |
| Holocene Advisors, LP | 61,560 | $8.78M | 0.05% | +16,772+37.4% | Added |
| Public Employees Retirement System of Ohio | 58,655 | $8.36M | 0.04% | −1,984−3.3% | Reduced |
| Vision Capital Management, Inc. | 57,921 | $8.26M | 1.56% | +739+1.3% | Added |
| Aptus Capital Advisors, LLC | 57,406 | $8.20M | 0.27% | +6,772+13.4% | Added |
| Advisor Group Holdings, Inc. | 57,348 | $8.18M | 0.02% | +2,681+4.9% | Added |
| Citadel Advisors LLC | 56,333 | $8.03M | 0.01% | −67,038−54.3% | Reduced |
| FineMark National Bank & Trust | 56,333 | $8.03M | 0.37% | −108−0.2% | Reduced |
| 1623 Capital LLC | 56,300 | $8.03M | 5.04% | +9,300+19.8% | Added |
| Manning & Napier Group, LLC | 56,297 | $8.02M | 0.09% | −5,508−8.9% | Reduced |
| Core Alternative Capital | 55,666 | $7.93M | 1.88% | +9,631+20.9% | Added |
| Asset Management One Co.,Ltd. | 55,326 | $7.89M | 0.04% | −3,809−6.4% | Reduced |
| Logan Capital Management Inc | 53,746 | $7.66M | 0.44% | +985+1.9% | Added |
| Motley Fool Asset Management LLC | 52,081 | $7.61M | 0.72% | −2,637−4.8% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 52,442 | $7.48M | 0.09% | +5,500+11.7% | Added |
| DekaBank Deutsche Girozentrale | 51,167 | $7.33M | 0.02% | +4,739+10.2% | Added |
| Treasurer of the State of North Carolina | 50,988 | $7.27M | 0.05% | +6,750+15.3% | Added |
| Rafferty Asset Management, LLC | 50,546 | $7.21M | 0.07% | −27,429−35.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 50,433 | $7.19M | 0.02% | +1,651+3.4% | Added |
| BNP Paribas Arbitrage, SA | 49,098 | $7.00M | 0.02% | −26,021−34.6% | Reduced |
| Cyrus J. Lawrence, LLC | 48,234 | $6.88M | 1.98% | −365−0.8% | Reduced |
| CIBC Asset Management Inc | 47,993 | $6.84M | 0.03% | +2,500+5.5% | Added |
| Pictet Asset Management SA | 47,909 | $6.83M | 0.01% | −749−1.5% | Reduced |
| Addenda Capital Inc. | 47,429 | $6.79M | 0.32% | +7,258+18.1% | Added |
| Alley Investment Management Company, LLC | 47,568 | $6.78M | 1.28% | +88+0.2% | Added |
| Alberta Investment Management Corp | 47,286 | $6.74M | 0.05% | +610+1.3% | Added |
| US Bancorp | 47,049 | $6.71M | 0.01% | +402+0.9% | Added |
| Bell Asset Management Ltd | 45,935 | $6.55M | 1.29% | +860+1.9% | Added |
| Amica Mutual Insurance Co | 44,868 | $6.40M | 0.81% | +5,094+12.8% | Added |
| Blair William & Co | 44,705 | $6.37M | 0.03% | −311−0.7% | Reduced |
| Nisa Investment Advisors, LLC | 44,392 | $6.33M | 0.06% | −8,708−16.4% | Reduced |
| Independent Advisor Alliance | 44,022 | $6.28M | 0.35% | −54−0.1% | Reduced |
| Hamilton Point Investment Advisors, LLC | 43,415 | $6.22M | 1.81% | +498+1.2% | Added |
| McCollum Christoferson Group LLC | 43,195 | $6.16M | 1.88% | −239−0.6% | Reduced |
| Marks Group Wealth Management, Inc | 42,707 | $6.09M | 0.88% | +3,531+9.0% | Added |
| Aviva PLC | 42,574 | $6.07M | 0.03% | +4,281+11.2% | Added |
| Ensign Peak Advisors, Inc | 41,072 | $5.86M | 0.01% | +1,765+4.5% | Added |
| Santa Monica Partners LP | 40,793 | $5.82M | 4.35% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 40,777 | $5.81M | 1.15% | +2,290+6.0% | Added |
| ProShare Advisors LLC | 39,748 | $5.67M | 0.02% | −9,699−19.6% | Reduced |
| Retirement Systems of Alabama | 38,862 | $5.54M | 0.02% | +173+0.4% | Added |
| Royal London Asset Management Ltd | 38,496 | $5.49M | 0.03% | +3,304+9.4% | Added |
| Standard Life Aberdeen plc | 38,338 | $5.48M | 0.02% | +3,784+11.0% | Added |
| Captrust Financial Advisors | 37,745 | $5.41M | 0.03% | −2,396−6.0% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 37,500 | $5.35M | 0.27% | +37,500 | New |
| O'Brien Greene & Co. Inc | 36,334 | $5.18M | 1.96% | +396+1.1% | Added |
| Bridgewater Associates, LP | 36,170 | $5.16M | 0.02% | +9,834+37.3% | Added |
| Middleton & Co Inc | 35,975 | $5.13M | 0.66% | −930−2.5% | Reduced |
| MetLife Investment Management | 35,905 | $5.12M | 0.04% | −540−1.5% | Reduced |
| Buffington Mohr McNeal | 35,426 | $5.05M | 1.11% | +1,287+3.8% | Added |
| GHP Investment Advisors, Inc. | 35,132 | $5.01M | 0.37% | +970+2.8% | Added |
| Schroder Investment Management Group | 34,172 | $4.92M | 0.01% | +9,800+40.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 34,293 | $4.89M | 0.11% | −18,843−35.5% | Reduced |
| American Money Management, LLC | 34,284 | $4.89M | 1.42% | +1,585+4.8% | Added |
| American International Group, Inc. | 33,797 | $4.82M | 0.03% | −1,115−3.2% | Reduced |
| Forsta Ap-Fonden | 32,800 | $4.68M | 0.06% | −16,500−33.5% | Reduced |
| Fifth Third Bancorp | 32,727 | $4.67M | 0.02% | −5,436−14.2% | Reduced |
| Arizona State Retirement System | 32,590 | $4.65M | 0.05% | +140+0.4% | Added |
| Great Lakes Advisors, LLC | 32,410 | $4.62M | 0.09% | +5,262+19.4% | Added |
| Palmer Knight Co | 31,756 | $4.53M | 4.29% | −279−0.9% | Reduced |