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 |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 784 | $112.0K | 0.00% | +779+15,580.0% | Added |
| Toth Financial Advisory Corp | 770 | $110.0K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 752 | $107.0K | 0.02% | 00.0% | Unchanged |
| Newfound Research LLC | 722 | $103.0K | 0.22% | −209−22.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 715 | $102.0K | 0.00% | +529+284.4% | Added |
| Hanson & Doremus Investment Management | 700 | $100.0K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 686 | $98.0K | 0.00% | −39−5.4% | Reduced |
| S.A. Mason LLC | 675 | $96.0K | 0.07% | 00.0% | Unchanged |
| Ellevest, Inc. | 670 | $96.0K | 0.01% | +409+156.7% | Added |
| Eagle Bay Advisors LLC | 666 | $94.9K | 0.06% | +318+91.4% | Added |
| TD Waterhouse Canada Inc. | 645 | $94.4K | 0.00% | −250−27.9% | Reduced |
| Brown Brothers Harriman & Co | 659 | $94.0K | 0.00% | −1,118−62.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 653 | $93.0K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 587 | $84.0K | 0.01% | +587 | New |
| Bartlett & Co. LLC | 551 | $79.0K | 0.00% | +121+28.1% | Added |
| Bartlett & Co. Wealth Management LLC | 551 | $78.9K | 0.00% | +121+28.1% | Added |
| Covestor Ltd | 548 | $78.0K | 0.06% | −368−40.2% | Reduced |
| Penserra Capital Management LLC | 545 | $77.0K | 0.00% | −148−21.4% | Reduced |
| Laurel Wealth Advisors LLC | 543 | $77.0K | 0.02% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 540 | $77.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 515 | $73.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 486 | $73.0K | 0.02% | +83+20.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 500 | $71.0K | 0.01% | −900−64.3% | Reduced |
| West Oak Capital, LLC | 500 | $71.0K | 0.04% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $71.0K | 0.04% | 00.0% | Unchanged |
| Quent Capital, LLC | 492 | $70.0K | 0.01% | −2,048−80.6% | Reduced |
| Lowe Wealth Advisors, LLC | 491 | $70.0K | 0.04% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 477 | $68.0K | 0.06% | 00.0% | Unchanged |
| United Community Bank | 471 | $67.1K | 0.07% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 433 | $67.0K | 0.00% | +433 | New |
| Bangor Savings Bank | 454 | $64.0K | 0.01% | +454 | New |
| Baron Financial Group, LLC | 443 | $63.1K | 0.04% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 438 | $62.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 428 | $61.0K | 0.01% | +428 | New |
| Global Retirement Partners, LLC | 412 | $59.0K | 0.00% | +61+17.4% | Added |
| 1832 Asset Management L.P. | 400 | $57.0K | 0.00% | −3,252−89.0% | Reduced |
| Dougherty Wealth Advisers LLC | 403 | $57.0K | 0.11% | 00.0% | Unchanged |
| Simplex Trading, LLC | 393 | $56.0K | 0.00% | −112−22.2% | Reduced |
| Allworth Financial LP | 376 | $54.0K | 0.00% | +62+19.7% | Added |
| Compagnie Lombard Odier SCmA | 370 | $53.0K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 371 | $53.0K | 0.00% | +371 | New |
| Glassman Wealth Services | 366 | $52.0K | 0.01% | −23−5.9% | Reduced |
| Pinnacle Bancorp, Inc. | 354 | $50.0K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 343 | $49.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 328 | $48.0K | 0.00% | +1+0.3% | Added |
| JFS Wealth Advisors, LLC | 313 | $45.0K | 0.00% | +14+4.7% | Added |
| Country Trust Bank | 300 | $43.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 303 | $43.0K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 300 | $43.0K | 0.01% | 00.0% | Unchanged |
| Cordasco Financial Network | 300 | $43.0K | 0.03% | +1+0.3% | Added |
| Roble, Belko & Company, Inc | 295 | $42.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 284 | $40.0K | 0.01% | −1,097−79.4% | Reduced |
| Lumature Wealth Partners, LLC | 246 | $35.0K | 0.02% | −119−32.6% | Reduced |
| PFG Private Wealth Management, LLC | 246 | $35.0K | 0.02% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 245 | $35.0K | 0.03% | +1+0.4% | Added |
| Clear Street Markets LLC | 243 | $35.0K | 0.01% | +195+406.3% | Added |
| IMA Wealth, Inc. | 237 | $34.0K | 0.01% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 227 | $33.0K | 0.00% | −300−56.9% | Reduced |
| Sandy Spring Bank | 234 | $33.0K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 229 | $33.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 220 | $32.0K | 0.02% | −10−4.3% | Reduced |
| Salem Investment Counselors Inc | 225 | $32.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 207 | $30.0K | 0.00% | −12−5.5% | Reduced |
| Altshuler Shaham Ltd | 200 | $29.0K | 0.00% | −39−16.3% | Reduced |
| Webster Bank, N. A. | 203 | $29.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 205 | $29.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 200 | $29.0K | 0.01% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 197 | $28.1K | 0.00% | +197 | New |
| MV Capital Management, Inc. | 195 | $28.0K | 0.00% | −2−1.0% | Reduced |
| First PREMIER Bank | 195 | $28.0K | 0.01% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 187 | $27.0K | 0.00% | −7,545−97.6% | Reduced |
| First Command Bank | 190 | $27.0K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 190 | $27.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 189 | $27.0K | 0.02% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 186 | $27.0K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 170 | $25.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 176 | $25.0K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 173 | $25.0K | 0.01% | +173 | New |
| Private Ocean, LLC | 164 | $23.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 158 | $23.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 159 | $23.0K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 152 | $22.0K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 148 | $22.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 154 | $22.0K | 0.00% | +154 | New |
| Ogorek Anthony Joseph | 152 | $21.0K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 145 | $21.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 130 | $19.0K | 0.00% | −159−55.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 137 | $19.0K | 0.00% | +1+0.7% | Added |
| Piscataqua Savings Bank | 125 | $18.0K | 0.02% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 125 | $17.8K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 111 | $16.0K | 0.01% | 00.0% | Unchanged |
| Motco | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 95 | $14.0K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 95 | $14.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 93 | $13.3K | 0.00% | +93 | New |
| Capital Analysts, LLC | 88 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 90 | $13.0K | 0.00% | 00.0% | Unchanged |