Skip to main content
Livermore
Livermore
ZHEN

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
Capital Advisors, Ltd. LLC81$12.0K0.00%−22−21.4%Reduced
Baystate Wealth Management LLC80$12.0K0.00%00.0%Unchanged
Larson Financial Group LLC81$12.0K0.00%+81New
New Millennium Group LLC83$12.0K0.01%+83New
Fairfield Financial Advisors, LTD80$11.4K0.01%−80−50.0%Reduced
West Branch Capital LLC77$11.0K0.01%00.0%Unchanged
Kistler-Tiffany Companies, LLC74$11.0K0.00%00.0%Unchanged
Zullo Investment Group, Inc.76$11.0K0.01%+4+5.6%Added
Retirement Group, LLC73$10.0K0.00%00.0%Unchanged
Axim Planning & Wealth67$10.0K0.01%+67New
Farmers & Merchants Investments Inc61$9.00K0.00%00.0%Unchanged
Advanced Research Investment Solutions, LLC60$9.00K0.01%00.0%Unchanged
Coston, McIsaac & Partners64$9.00K0.01%+64New
Fieldpoint Private Securities, LLC54$8.00K0.00%00.0%Unchanged
Cornerstone Management, Inc.54$7.70K0.00%00.0%Unchanged
PrairieView Partners, LLC49$7.00K0.00%00.0%Unchanged
Selective Wealth Management, Inc.50$7.00K0.00%00.0%Unchanged
Tyler-Stone Wealth Management51$7.00K0.00%+33+183.3%Added
Wagner Wealth Management, LLC49$7.00K0.01%+49New
Money Concepts Capital Corp39$6.00K0.00%−55−58.5%Reduced
AdvisorNet Financial, Inc45$6.00K0.00%+35+350.0%Added
Sutton Wealth Advisors Inc.42$5.99K0.00%00.0%Unchanged
Financial Management Professionals, Inc.38$5.00K0.00%−12−24.0%Reduced
M&R Capital Management Inc37$5.00K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC33$5.00K0.00%+12+57.1%Added
Schubert & Co38$5.00K0.00%+22+137.5%Added
Blue Bell Private Wealth Management, LLC25$4.00K0.00%−18−41.9%Reduced
Thompson Siegel & Walmsley LLC30$4.00K0.00%00.0%Unchanged
Johnson Midwest Financial, LLC25$4.00K0.01%00.0%Unchanged
Versant Capital Management, Inc26$4.00K0.00%+2+8.3%Added
Evoke Wealth, LLC31$4.00K0.00%+7+29.2%Added
Sageworth Trust Co of South Dakota27$4.00K0.01%00.0%Unchanged
High Net Worth Advisory Group LLC25$4.00K0.00%00.0%Unchanged
Clearstead Advisors, LLC30$4.00K0.00%+9+42.9%Added
Urban Wealth Management, LLC29$4.00K0.01%+29New
JNBA Financial Advisors24$3.00K0.00%00.0%Unchanged
Aua Capital Management, LLC24$3.00K0.00%00.0%Unchanged
Essex Investment Management Co LLC18$3.00K0.00%00.0%Unchanged
Trustcore Financial Services, LLC21$3.00K0.00%00.0%Unchanged
Disciplined Investments, LLC20$3.00K0.00%+3+17.6%Added
Standard Family Office LLC22$3.00K0.03%+22New
USA Financial Portformulas Corp17$2.00K0.00%00.0%Unchanged
Charter Oak Capital Management, LLC15$2.00K0.00%00.0%Unchanged
Federated Hermes, Inc.15$2.00K0.00%+15New
Bell Investment Advisors, Inc17$2.00K0.00%+17New
Raffa Wealth Management, LLC11$1.57K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.13$1.00K0.00%−77−85.6%Reduced
Lazard Asset Management LLC8$1.00K0.00%−28−77.8%Reduced
Sierra Capital LLC10$1.00K0.00%00.0%Unchanged
Surevest, LLC4$1.00K0.00%00.0%Unchanged
TFC Financial Management4$1.00K0.00%00.0%Unchanged
Addison Advisors LLC9$1.00K0.00%00.0%Unchanged
Manchester Capital Management LLC7$1.00K0.00%+7New
Johnson Financial Group, Inc.10$1.00K0.00%+10New
Cribstone Capital Management, LLC8$1.00K0.00%+8New
Heritage Financial Services, LLC14$1.00K0.00%+14New
PEAK6 Investments LLC4$1.00K0.00%+4New
State of Wyoming8$1.00K0.00%+8New
Steward Financial Group LLC14$1.00K0.00%+14New
Exane Derivatives3$4280.00%00.0%Unchanged
WestEnd Advisors, LLC1$1420.00%––
AllSquare Wealth Management LLC1$00.00%00.0%Unchanged
Curi Capital2$00.00%00.0%Unchanged
Morton Brown Family Wealth, LLC2$00.00%+2New
STRS Ohio0$00.00%−4,405−100.0%Sold out
Value Partners Investments Inc.0$00.00%−38,870−100.0%Sold out
Jane Street Group, LLC0$00.00%−34,165−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−25,428−100.0%Sold out
HighTower Trust Services, LTA0$00.00%−20,485−100.0%Sold out
ING Groep NV0$00.00%−18,939−100.0%Sold out
Natixis Investment Managers International0$00.00%−17,859−100.0%Sold out
Mackay Shields LLC0$00.00%−16,855−100.0%Sold out
Millennium Management LLC0$00.00%−10,891−100.0%Sold out
Sciencast Management LP0$00.00%−9,580−100.0%Sold out
Caldwell Investment Management Ltd.0$00.00%−6,700−100.0%Sold out
Estate Counselors, LLC0$00.00%−6,392−100.0%Sold out
Leverage Partners Absolute Return Fund SPC0$00.00%−5,000−100.0%Sold out
Swiss Life Asset Management Ltd0$00.00%−4,155−100.0%Sold out
Stokes Capital Advisors, LLC0$00.00%−3,635−100.0%Sold out
O'Shares Investment Advisers, LLC0$00.00%−3,437−100.0%Sold out
Vident Investment Advisory, LLC0$00.00%−3,410−100.0%Sold out
Gyroscope Capital Management Group, LLC0$00.00%−3,145−100.0%Sold out
Paloma Partners Management Co0$00.00%−2,700−100.0%Sold out
Virtu Financial LLC0$00.00%−2,566−100.0%Sold out
OPSEU Pension Plan Trust Fund0$00.00%−2,483−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−2,364−100.0%Sold out
Beacon Pointe Advisors, LLC0$00.00%−1,932−100.0%Sold out
IBM Retirement Fund0$00.00%−1,842−100.0%Sold out
Cresset Asset Management, LLC0$00.00%−1,731−100.0%Sold out
Ascent Wealth Partners, LLC0$00.00%−1,723−100.0%Sold out
Jump Financial, LLC0$00.00%−1,683−100.0%Sold out
Strategy Asset Managers LLC0$00.00%−1,677−100.0%Sold out
MQS Management LLC0$00.00%−1,677−100.0%Sold out
Davenport & Co LLC0$00.00%−1,652−100.0%Sold out
Nomura Holdings Inc0$00.00%−1,457−100.0%Sold out
Horizon Investments, LLC0$00.00%−1,466−100.0%Sold out
Integrated Advisors Network LLC0$00.00%−1,456−100.0%Sold out
Comerica Securities,inc.0$00.00%−1,425−100.0%Sold out
Connecticut Wealth Management, LLC0$00.00%−1,396−100.0%Sold out
Fort Point Capital Partners LLC0$00.00%−1,386−100.0%Sold out