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 |
|---|---|---|---|---|---|
| Castellan Group, LLC | 12,096 | $1.72M | 1.37% | +216+1.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,635 | $1.66M | 0.04% | +1,875+19.2% | Added |
| Lee Financial Co | 11,569 | $1.65M | 0.30% | +155+1.4% | Added |
| Coldstream Capital Management Inc | 11,534 | $1.64M | 0.06% | +498+4.5% | Added |
| Mraz, Amerine & Associates, Inc. | 11,452 | $1.63M | 0.42% | 00.0% | Unchanged |
| Hartford Investment Management Co | 11,278 | $1.61M | 0.05% | +189+1.7% | Added |
| 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 |
| National Bank of Canada | 11,110 | $1.61M | 0.01% | −4,636−29.4% | Reduced |
| Lantz Financial LLC | 11,257 | $1.60M | 0.72% | +12+0.1% | Added |
| Dividend Assets Capital, LLC | 11,227 | $1.60M | 0.35% | −31−0.3% | Reduced |
| Atria Investments LLC | 10,953 | $1.56M | 0.03% | −1,600−12.7% | Reduced |
| Jacobsen Capital Management | 10,871 | $1.55M | 0.82% | −421−3.7% | Reduced |
| Accurate Wealth Management, LLC | 10,363 | $1.54M | 0.84% | +1,268+13.9% | Added |
| Wimmer Associates 1, LLC | 10,731 | $1.53M | 1.00% | +45+0.4% | Added |
| Zurich Insurance Group Ltd | 10,600 | $1.51M | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 10,344 | $1.47M | 0.01% | −980−8.7% | Reduced |
| Regions Financial Corp | 10,320 | $1.47M | 0.01% | −851−7.6% | Reduced |
| Dean Investment Associates, LLC | 10,197 | $1.45M | 0.28% | +384+3.9% | Added |
| Oxbow Advisors, LLC | 9,987 | $1.42M | 0.20% | −770−7.2% | Reduced |
| Squarepoint Ops LLC | 9,879 | $1.41M | 0.01% | −45,953−82.3% | Reduced |
| Point72 Hong Kong Ltd | 9,810 | $1.40M | 0.09% | +5,749+141.6% | Added |
| AE Wealth Management LLC | 9,800 | $1.40M | 0.01% | −31−0.3% | Reduced |
| Westpac Banking Corp | 9,724 | $1.39M | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 9,628 | $1.37M | 0.01% | +1,817+23.3% | 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 |
| 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 |
| Northwest Investment Counselors, LLC | 9,312 | $1.33M | 0.41% | +55+0.6% | Added |
| American Century Companies Inc | 9,278 | $1.32M | 0.00% | +1,123+13.8% | Added |
| SNS Financial Group, LLC | 9,182 | $1.31M | 0.17% | +130+1.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 9,140 | $1.30M | 0.08% | +180+2.0% | Added |
| Neuberger Berman Group LLC | 9,113 | $1.30M | 0.00% | −7,288−44.4% | Reduced |
| AlphaCrest Capital Management LLC | 9,062 | $1.29M | 0.06% | +2,319+34.4% | Added |
| Oregon Public Employees Retirement Fund | 9,012 | $1.28M | 0.02% | −310−3.3% | Reduced |
| Mercer Global Advisors Inc | 8,906 | $1.27M | 0.01% | +510+6.1% | Added |
| Maryland State Retirement & Pension System | 8,751 | $1.25M | 0.04% | 00.0% | Unchanged |
| 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 |
| Vestcor Inc | 8,647 | $1.23M | 0.05% | −29−0.3% | Reduced |
| Koshinski Asset Management, Inc. | 8,602 | $1.23M | 0.12% | −14−0.2% | Reduced |
| Guardian Wealth Advisors, LLC | 8,346 | $1.20M | 0.22% | +5,319+175.7% | Added |
| Henshaw Capital LLC | 8,242 | $1.17M | 0.08% | +33+0.4% | Added |
| ExodusPoint Capital Management, LP | 8,233 | $1.17M | 0.02% | +8,233 | New |
| 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 |
| Achmea Investment Management B.V. | 8,170 | $1.17M | 0.04% | +336+4.3% | Added |
| Louisiana State Employees Retirement System | 7,400 | $1.13M | 0.03% | 00.0% | Unchanged |
| Norinchukin Bank, The | 7,837 | $1.12M | 0.02% | −2,960−27.4% | Reduced |
| Seeyond | 7,824 | $1.11M | 0.13% | −18,016−69.7% | Reduced |
| Boyar Asset Management Inc. | 7,763 | $1.11M | 0.91% | −300−3.7% | Reduced |
| Illinois Municipal Retirement Fund | 7,761 | $1.11M | 0.03% | +3,225+71.1% | Added |
| Engineers Gate Manager LP | 7,640 | $1.09M | 0.04% | +6,131+406.3% | Added |
| AdvisorShares Investments LLC | 7,629 | $1.09M | 0.30% | −114−1.5% | Reduced |
| 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 |
| Pegasus Partners Ltd. | 7,616 | $1.09M | 0.23% | +159+2.1% | Added |
| Echo Street Capital Management LLC | 7,591 | $1.08M | 0.01% | −6,430−45.9% | Reduced |
| Fiduciary Planning LLC | 7,385 | $1.05M | 0.52% | +1,313+21.6% | Added |
| Hantz Financial Services, Inc. | 7,360 | $1.05M | 0.04% | +260+3.7% | Added |
| Zions Bancorporation, N.A. | 7,331 | $1.04M | 0.10% | −32−0.4% | Reduced |
| Tilia Fiduciary Partners, Inc. | 7,078 | $1.03M | 0.99% | +284+4.2% | Added |
| EFG Asset Management (Americas) Corp. | 7,200 | $1.03M | 0.24% | +1,022+16.5% | Added |
| Park Avenue Securities LLC | 7,142 | $1.02M | 0.02% | +1,017+16.6% | Added |
| Atlas Private Wealth Management | 7,085 | $1.01M | 0.69% | +238+3.5% | Added |
| Teamwork Financial Advisors, LLC | 7,012 | $1.00M | 0.22% | −628−8.2% | Reduced |
| Kesler, Norman & Wride, LLC | 7,001 | $998.0K | 0.28% | +73+1.1% | Added |
| Welch & Forbes LLC | 6,981 | $995.0K | 0.02% | +300+4.5% | Added |
| Nordea Investment Management AB | 7,008 | $991.0K | 0.00% | +429+6.5% | Added |
| Metropolitan Life Insurance Co | 6,951 | $990.9K | 0.04% | −148−2.1% | Reduced |
| Altium Wealth Management LLC | 6,919 | $986.0K | 0.07% | −6−0.1% | Reduced |
| Wambolt & Associates, LLC | 6,680 | $952.0K | 0.38% | +201+3.1% | Added |
| AGF Investments LLC | 6,651 | $948.0K | 0.09% | +798+13.6% | Added |
| Montag & Caldwell, LLC | 6,544 | $933.0K | 0.14% | +191+3.0% | Added |
| Assenagon Asset Management S.A. | 6,475 | $923.0K | 0.00% | +6,475 | New |
| Spears Abacus Advisors LLC | 6,460 | $921.0K | 0.08% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 6,450 | $919.0K | 0.04% | −300−4.4% | 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 |
| MAI Capital Management | 6,357 | $906.0K | 0.02% | −189−2.9% | Reduced |
| Regentatlantic Capital LLC | 6,268 | $894.0K | 0.03% | −1,113−15.1% | Reduced |
| Benjamin Edwards Inc | 6,263 | $893.0K | 0.26% | +130+2.1% | Added |
| Biltmore Family Office, LLC | 6,048 | $866.0K | 0.22% | 00.0% | Unchanged |
| Cetera Investment Advisers | 6,037 | $861.0K | 0.01% | −104−1.7% | Reduced |
| Occudo Quantitative Strategies LP | 6,004 | $856.0K | 0.07% | +6,004 | New |
| Candriam Luxembourg S.C.A. | 5,940 | $847.0K | 0.01% | +27+0.5% | Added |
| TCTC Holdings, LLC | 5,925 | $845.0K | 0.04% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 5,915 | $843.0K | 0.02% | −150−2.5% | Reduced |
| 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 |
| Advisor Partners LLC | 5,821 | $830.0K | 0.06% | +859+17.3% | Added |
| Tower Research Capital LLC (TRC) | 5,730 | $817.0K | 0.02% | −16,790−74.6% | Reduced |
| Ossiam | 5,673 | $809.0K | 0.02% | +348+6.5% | Added |
| Fort, L.P. | 5,606 | $799.0K | 0.54% | −3,002−34.9% | Reduced |
| Laurel Wealth Advisors, Inc. | 5,601 | $798.0K | 0.08% | +755+15.6% | Added |
| Sawtooth Solutions, LLC | 5,574 | $795.0K | 0.10% | +139+2.6% | Added |
| GWM Advisors LLC | 5,573 | $794.0K | 0.01% | +5,573 | New |
| Sepio Capital, LP | 5,483 | $782.0K | 0.08% | −136−2.4% | Reduced |