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 |
|---|---|---|---|---|---|
| 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 |
| CWS Financial Advisors, LLC | 5,385 | $768.0K | 0.35% | −479−8.2% | Reduced |
| H. L. Ormond & Company, LLC | 5,312 | $757.0K | 1.23% | −125−2.3% | Reduced |
| Johnson Investment Counsel Inc | 5,295 | $755.0K | 0.01% | +400+8.2% | Added |
| Eqis Capital Management, Inc. | 5,269 | $751.1K | 0.08% | −1,734−24.8% | Reduced |
| Mirabella Financial Services LLP | 5,236 | $747.0K | 0.07% | +5,236 | New |
| Natixis | 5,093 | $726.0K | 0.00% | +5,093 | New |
| Wealthfront Advisers LLC | 5,069 | $723.0K | 0.00% | +962+23.4% | Added |
| Banque Cantonale Vaudoise | 5,031 | $718.0K | 0.04% | +3,000+147.7% | Added |
| Thrivent Financial for Lutherans | 4,975 | $709.0K | 0.00% | −1,295−20.7% | Reduced |
| Investment Management of Virginia LLC | 4,920 | $701.0K | 0.14% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 4,905 | $699.0K | 0.18% | +4,905 | New |
| Sompo Asset Management Co., Ltd. | 4,900 | $698.0K | 0.18% | −540−9.9% | Reduced |
| Amica Retiree Medical Trust | 4,853 | $692.0K | 0.78% | +314+6.9% | Added |
| Umb Bank N A | 4,847 | $691.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 4,839 | $689.8K | 0.03% | −654−11.9% | Reduced |
| Guardian Wealth Management, Inc. | 4,821 | $687.0K | 0.74% | −59−1.2% | Reduced |
| Symmetry Partners, LLC | 4,801 | $684.0K | 0.05% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 4,685 | $668.0K | 0.02% | +40+0.9% | Added |
| Verition Fund Management LLC | 4,673 | $666.0K | 0.01% | +1,278+37.6% | Added |
| O'Shaughnessy Asset Management, LLC | 4,645 | $662.0K | 0.01% | +141+3.1% | 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 |
| 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 |
| JustInvest LLC | 4,486 | $639.0K | 0.03% | −1,179−20.8% | Reduced |
| Ironwood Investment Counsel, LLC | 8,231 | $633.0K | 0.18% | −297−3.5% | Reduced |
| Clarkston Capital Partners, LLC | 4,400 | $627.0K | 0.01% | 00.0% | Unchanged |
| Accredited Investors Inc. | 4,295 | $612.0K | 0.07% | 00.0% | Unchanged |
| 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 |
| National Asset Management, Inc. | 4,237 | $606.0K | 0.03% | +204+5.1% | Added |
| Vestmark Advisory Solutions, Inc. | 4,168 | $594.0K | 0.03% | +1,554+59.4% | Added |
| Wealthsource Partners, LLC | 4,140 | $590.0K | 0.04% | −42−1.0% | Reduced |
| FDx Advisors, Inc. | 4,073 | $581.0K | 0.02% | +400+10.9% | Added |
| Ropes Wealth Advisors LLC | 4,070 | $580.0K | 0.12% | 00.0% | Unchanged |
| Huntington National Bank | 4,035 | $576.0K | 0.01% | +49+1.2% | Added |
| East Coast Asset Management, LLC. | 4,013 | $572.0K | 0.27% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 4,005 | $571.0K | 0.05% | +558+16.2% | Added |
| Bank Ozk | 4,000 | $570.0K | 0.29% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 3,986 | $568.0K | 0.11% | +579+17.0% | Added |
| SeaCrest Wealth Management, LLC | 3,974 | $566.0K | 0.07% | −395−9.0% | Reduced |
| Ethic Inc. | 3,926 | $560.0K | 0.04% | +998+34.1% | Added |
| Paradigm Asset Management Co LLC | 3,900 | $555.9K | 0.17% | +3,900 | New |
| Ashfield Capital Partners, LLC | 3,832 | $546.0K | 0.04% | −134−3.4% | Reduced |
| Cetera Advisor Networks LLC | 3,783 | $539.0K | 0.01% | −4−0.1% | Reduced |
| Cedar Mountain Advisors, LLC | 3,726 | $531.0K | 0.18% | +2+0.1% | Added |
| Veritable, L.P. | 3,680 | $525.0K | 0.01% | +219+6.3% | Added |
| Eukles Asset Management | 3,612 | $515.0K | 0.33% | +24+0.7% | Added |
| Wealth Alliance | 3,585 | $511.0K | 0.10% | +182+5.3% | Added |
| TrinityPoint Wealth, LLC | 3,574 | $509.0K | 0.11% | +82+2.3% | Added |
| United Capital Financial Advisers, LLC | 3,566 | $508.0K | 0.00% | +129+3.8% | Added |
| 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 |
| Simmons Bank | 3,414 | $487.0K | 0.04% | −23−0.7% | Reduced |
| Tributary Capital Management, LLC | 3,410 | $486.0K | 0.05% | −7,037−67.4% | Reduced |
| Mission Wealth Management, LP | 3,371 | $481.0K | 0.03% | +7+0.2% | Added |
| Alps Advisors Inc | 3,344 | $477.0K | 0.00% | +3,344 | New |
| Sigma Planning Corp | 3,309 | $472.0K | 0.02% | +345+11.6% | Added |
| 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 |
| Bridgewater Advisors Inc. | 3,251 | $463.0K | 0.10% | −68−2.0% | Reduced |
| Gateway Advisory, LLC | 3,223 | $459.0K | 0.20% | −360−10.0% | Reduced |
| Websterrogers Financial Advisors, LLC | 3,210 | $458.0K | 0.22% | −102−3.1% | Reduced |
| Swedbank AB | 3,204 | $456.7K | 0.00% | −5,280−62.2% | Reduced |
| TD Private Client Wealth LLC | 3,157 | $450.0K | 0.02% | −240−7.1% | Reduced |
| Wellington Management Group LLP | 3,129 | $445.0K | 0.00% | −410−11.6% | Reduced |
| Cubist Systematic Strategies, LLC | 3,100 | $442.0K | 0.00% | +130+4.4% | Added |
| Argent Trust Co | 3,017 | $431.0K | 0.03% | +6+0.2% | Added |
| Pathstone Family Office, LLC | 2,970 | $424.3K | 0.01% | +1,094+58.3% | Added |
| Bradley Foster & Sargent Inc | 2,887 | $412.0K | 0.01% | −61−2.1% | Reduced |
| Beaumont Financial Partners, LLC | 2,883 | $411.0K | 0.04% | −153−5.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 2,854 | $407.0K | 0.00% | −379−11.7% | Reduced |
| Toroso Investments, LLC | 2,833 | $404.0K | 0.01% | −1,705−37.6% | Reduced |
| CWM, LLC | 2,784 | $397.0K | 0.00% | +166+6.3% | Added |
| Resources Management Corp | 2,775 | $396.0K | 0.06% | 00.0% | Unchanged |
| Prudential PLC | 2,773 | $395.0K | 0.01% | −15,662−85.0% | Reduced |
| Bokf, NA | 2,749 | $391.0K | 0.01% | +45+1.7% | Added |
| Chicago Trust Co NA | 2,728 | $389.0K | 0.10% | −7−0.3% | Reduced |
| NewEdge Wealth, LLC | 2,721 | $388.0K | 0.02% | +2,721 | New |
| Albion Financial Group | 2,712 | $387.0K | 0.04% | −412−13.2% | Reduced |
| Polaris Wealth Advisory Group, LLC | 2,707 | $386.0K | 0.03% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 2,681 | $382.0K | 0.14% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 2,667 | $380.0K | 0.15% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 2,667 | $380.0K | 0.01% | +49+1.9% | Added |
| Corient Capital Partners, LLC | 2,662 | $380.0K | 0.03% | +399+17.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 2,651 | $378.0K | 0.02% | +549+26.1% | Added |
| Pitcairn Co | 2,604 | $371.0K | 0.04% | 00.0% | Unchanged |
| Everence Capital Management Inc | 2,596 | $370.0K | 0.03% | −2,630−50.3% | Reduced |
| Veriti Management LLC | 2,573 | $367.0K | 0.05% | +243+10.4% | Added |
| Wetherby Asset Management Inc | 2,569 | $366.0K | 0.03% | −24−0.9% | Reduced |
| Inscription Capital, LLC | 2,550 | $364.0K | 0.07% | +2,550 | New |
| Redpoint Investment Management Pty Ltd | 2,535 | $361.0K | 0.04% | 00.0% | Unchanged |
| DF Dent & Co Inc | 2,531 | $361.0K | 0.01% | +18+0.7% | Added |
| Cambridge Trust Co | 2,538 | $361.0K | 0.02% | +62+2.5% | Added |
| Prestige Wealth Management Group LLC | 2,469 | $353.0K | 0.10% | 00.0% | Unchanged |
| Ieq Capital, LLC | 2,470 | $352.0K | 0.01% | +472+23.6% | Added |