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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.

Institutional holdersQ2 2022: 764 institutions
Q1 2021: 771 institutionsQ2 2021: 787 institutionsQ3 2021: 791 institutionsQ4 2021: 821 institutionsQ1 2022: 777 institutionsQ2 2022: 764 institutionsQ3 2022: 791 institutionsQ4 2022: 785 institutionsQ1 2023: 793 institutionsQ2 2023: 817 institutionsQ3 2023: 854 institutionsQ4 2023: 921 institutionsQ1 2024: 940 institutionsQ2 2024: 930 institutionsQ3 2024: 1,016 institutionsQ4 2024: 1,054 institutionsQ1 2025: 1,109 institutionsQ2 2025: 1,098 institutionsQ3 2025: 1,105 institutionsQ4 2025: 1,136 institutionsQ1 2026: 1,064 institutionsQ2 2026: 1,023 institutions
Value heldQ2 2022: $14.6B
Q1 2021: $15.3BQ2 2021: $16.3BQ3 2021: $16.8BQ4 2021: $18.6BQ1 2022: $15.8BQ2 2022: $14.6BQ3 2022: $14.9BQ4 2022: $13.9BQ1 2023: $15.4BQ2 2023: $17.5BQ3 2023: $18.8BQ4 2023: $21.8BQ1 2024: $21.5BQ2 2024: $20.9BQ3 2024: $22.4BQ4 2024: $23.6BQ1 2025: $25.5BQ2 2025: $25.5BQ3 2025: $25.1BQ4 2025: $23.8BQ1 2026: $18.0BQ2 2026: $14.9B
Institutions holding BR and their total value by quarter
QuarterHoldersValue
Q2 20261,023$14.9B
Q1 20261,064$18.0B
Q4 20251,136$23.8B
Q3 20251,105$25.1B
Q2 20251,098$25.5B
Q1 20251,109$25.5B
Q4 20241,054$23.6B
Q3 20241,016$22.4B
Q2 2024930$20.9B
Q1 2024940$21.5B
Q4 2023921$21.8B
Q3 2023854$18.8B
Q2 2023817$17.5B
Q1 2023793$15.4B
Q4 2022785$13.9B
Q3 2022791$14.9B
Q2 2022764$14.6B
Q1 2022777$15.8B
Q4 2021821$18.6B
Q3 2021791$16.8B
Q2 2021787$16.3B
Q1 2021771$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.

Institutions holding BR in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Glenmede Trust Co NA2,463$350.0K0.00%+693+39.2%Added
Court Place Advisors, LLC2,426$346.0K0.13%00.0%Unchanged
M&G Investment Management Ltd2,378$340.0K0.00%−22,628−90.5%Reduced
Hilton Capital Management, LLC2,384$340.0K0.04%−93−3.8%Reduced
Ami Asset Management Corp2,355$336.0K0.02%−174−6.9%Reduced
Central Trust Co2,334$332.0K0.01%−275−10.5%Reduced
Heritage Wealth Advisors2,306$329.0K0.02%−20−0.9%Reduced
Old National Bancorp2,298$328.0K0.01%+17+0.7%Added
Stock Yards Bank & Trust Co2,296$327.0K0.01%+2,296New
Americana Partners, LLC2,300$327.0K0.06%+2,300New
FourThought Financial, LLC2,278$325.0K0.05%−52−2.2%Reduced
Empirical Finance, LLC2,256$322.0K0.04%+128+6.0%Added
Segment Wealth Management, LLC2,244$320.0K0.04%00.0%Unchanged
Stephens Inc2,208$315.0K0.01%+10+0.5%Added
Wedmont Private Capital2,207$315.0K0.07%+2,207New
Segall Bryant & Hamill, LLC2,207$314.0K0.00%00.0%Unchanged
Aberdeen Wealth Management LLC2,194$313.0K0.25%00.0%Unchanged
Plante Moran Financial Advisors, LLC2,190$312.0K0.05%00.0%Unchanged
Spire Wealth Management2,157$307.0K0.01%−685−24.1%Reduced
Meeder Asset Management Inc2,147$306.0K0.02%−308−12.5%Reduced
Ifrah Financial Services, Inc.2,139$305.0K0.10%−39−1.8%Reduced
E. Ohman J:or Asset Management AB2,100$299.4K0.01%00.0%Unchanged
Voya Financial Advisors, Inc.2,040$294.0K0.04%+372+22.3%Added
Fulton Bank, N.A.2,047$292.0K0.02%+359+21.3%Added
LifePro Asset Management2,040$291.0K0.15%00.0%Unchanged
Benchmark Investment Advisors LLC2,000$285.0K0.30%−493−19.8%Reduced
Private Trust Co NA2,001$285.0K0.04%−196−8.9%Reduced
Cetera Advisors LLC1,980$282.0K0.01%+29+1.5%Added
Lido Advisors, LLC1,955$278.0K0.01%−33−1.7%Reduced
Sofos Investments, Inc.858$273.0K0.03%−318−27.0%Reduced
Texas Capital Bank Wealth Management Services Inc1,906$272.0K0.03%−40−2.1%Reduced
Spreng Capital Management, Inc.1,825$272.0K0.20%00.0%Unchanged
Shore Point Advisors, LLC1,877$268.0K0.25%00.0%Unchanged
Signaturefd, LLC1,861$265.0K0.01%+340+22.4%Added
HB Wealth Management, LLC1,840$262.0K0.01%+131+7.7%Added
Moody Aldrich Partners LLC1,826$260.0K0.05%−20−1.1%Reduced
Stonehearth Capital Management, LLC1,740$260.0K0.15%+1,740New
Advisors Capital Management, LLC1,817$259.0K0.01%−1,869−50.7%Reduced
Samalin Investment Counsel, LLC1,818$259.0K0.18%00.0%Unchanged
Marco Investment Management LLC1,800$257.0K0.03%00.0%Unchanged
Hutchens & Kramer Investment Management Group, LLC1,746$256.0K0.19%−13−0.7%Reduced
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,767$252.0K0.01%+339+23.7%Added
Washington Trust Bank1,754$251.0K0.03%00.0%Unchanged
Parkside Financial Bank & Trust1,758$251.0K0.08%+113+6.9%Added
Vivaldi Capital Management, LLC1,763$251.0K0.07%+103+6.2%Added
Radnor Capital Management, LLC1,748$249.0K0.07%−125−6.7%Reduced
Financial Counselors Inc1,746$249.0K0.01%+1,746New
Metis Global Partners, LLC1,738$248.0K0.04%−108−5.9%Reduced
We Are One Seven, LLC1,742$248.0K0.03%+59+3.5%Added
Jefferies Group LLC1,702$242.6K0.01%+1,702New
Aull & Monroe Investment Management Corp1,691$242.0K0.12%00.0%Unchanged
First National Advisers, LLC1,699$242.0K0.50%+1,699New
Cerity Partners LLC1,695$241.0K0.00%+1,695New
Apella Capital, LLC1,670$238.0K0.03%00.0%Unchanged
Anchor Investment Management, LLC1,668$237.8K0.03%00.0%Unchanged
Keybank National Association1,656$236.0K0.00%+32+2.0%Added
Mystic Asset Management, Inc.1,650$235.0K0.14%00.0%Unchanged
Keebeck Alpha, LP1,647$235.0K0.11%+11+0.7%Added
GPS Wealth Strategies Group, LLC1,635$233.0K0.06%−75−4.4%Reduced
First Horizon Advisors, Inc.1,640$233.0K0.01%−26−1.6%Reduced
Tokio Marine Asset Management Co Ltd1,620$231.0K0.02%−1,254−43.6%Reduced
Carolinas Wealth Consulting LLC1,610$231.0K0.06%−295−15.5%Reduced
Menard Financial Group LLC1,619$231.0K0.38%−222−12.1%Reduced
Arcadia Investment Management Corp1,617$231.0K0.05%00.0%Unchanged
Pinnacle Associates Ltd1,607$229.0K0.00%+183+12.9%Added
Hudson Capital Management LLC1,600$228.0K0.11%00.0%Unchanged
Vontobel Holding Ltd.1,585$228.0K0.00%00.0%Unchanged
Clarius Group, LLC1,580$225.0K0.02%−2,990−65.4%Reduced
First Manhattan Co1,572$224.0K0.00%00.0%Unchanged
Evercore Wealth Management, LLC1,565$223.0K0.00%00.0%Unchanged
Ledyard National Bank1,543$220.0K0.03%−39,688−96.3%Reduced
AIA Group Ltd1,529$218.0K0.01%+1,529New
Gofen & Glossberg LLC1,514$216.0K0.01%+1+0.1%Added
River Wealth Advisors LLC1,509$215.0K0.04%00.0%Unchanged
Vise Technologies, Inc.1,504$214.0K0.08%−4,979−76.8%Reduced
Cigna Investments Inc1,500$214.0K0.04%−537−26.4%Reduced
Buckingham Capital Management, Inc.1,500$214.0K0.04%00.0%Unchanged
Washington Trust Advisors, Inc.1,486$212.0K0.02%00.0%Unchanged
FORA Capital, LLC1,482$211.0K0.04%+1,482New
Ameritas Investment Partners, Inc.1,467$209.0K0.01%−119−7.5%Reduced
RMB Capital Management, LLC1,468$209.0K0.01%00.0%Unchanged
Sound View Wealth Advisors Group, LLC1,461$208.0K0.04%−2−0.1%Reduced
Optas, LLC1,454$207.0K0.08%00.0%Unchanged
Silver Oak Securities, Inc1,295$202.0K0.05%+1,295New
Vista Wealth Management Group, LLC1,383$202.0K0.03%+1,383New
Campion Asset Management LLC1,410$201.0K0.20%00.0%Unchanged
IFP Advisors, Inc2,844$174.0K0.01%−1,636−36.5%Reduced
Key Financial Inc1,156$169.0K0.09%00.0%Unchanged
CX Institutional1,105$158.0K0.01%+1,105New
Hall Laurie J Trustee1,050$150.0K0.07%00.0%Unchanged
Van Eck Associates Corp934$133.0K0.00%+231+32.9%Added
Trust Co of Vermont889$126.0K0.01%+889New
First Bank & Trust868$124.0K0.04%−241−21.7%Reduced
Proequities, Inc.867$124.0K0.01%−188−17.8%Reduced
Tobam858$122.0K0.01%+7+0.8%Added
Hexagon Capital Partners LLC830$118.0K0.04%−101−10.8%Reduced
SRS Capital Advisors, Inc.804$115.0K0.02%+13+1.6%Added
Sargent Bickham Lagudis LLC807$115.0K0.01%+34+4.4%Added
Sentry Investment Management LLC793$113.0K0.05%−155−16.4%Reduced
Crewe Advisors LLC786$112.0K0.02%+699+803.4%Added