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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 2 sales; 1,023 institutions reported holding it in 13F filings for Q2 2026, worth $14.9B in total; no superinvestor holds it.

Q3 2022 vs. Q2 2022

How the institutions holding Broadridge Financial Solutions, Inc. changed between Q2 2022 and Q3 2022.

All holders in Q3 2022All holders in Q2 2022

13F holders of BR: Q2 2022 compared with Q3 2022
MeasureQ2 2022Of which not filed for Q3 2022Q3 2022Change
Holders76411791+38
Shares102.7M849.6K103.1M+1.28M (+1.3%)
Value$14.6B$121.1M$14.9B+$414.6M (+2.9%)

11 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (85)

Institutions that held Broadridge Financial Solutions, Inc. at the end of Q3 2022 but not at the end of Q2 2022.

Institutions new to BR in Q3 2022
InstitutionSharesValue% of portfolio
T. Rowe Price Investment Management, Inc.1,204,903$173.9M0.14%
Qube Research & Technologies Ltd253,238$36.5M0.23%
Millennium Management LLC171,754$24.8M0.03%
Renaissance Technologies LLC140,500$20.3M0.03%
Marshall Wace, LLP51,839$7.48M0.02%
Voloridge Investment Management, LLC41,665$6.01M0.03%
Running Oak Capital LLC39,562$5.71M1.97%
Trexquant Investment LP36,180$5.22M0.18%
Tudor Investment Corp Et Al33,365$4.82M0.12%
Y-Intercept (Hong Kong) Ltd32,979$4.76M0.48%
HRT Financial LP27,691$4.00M0.04%
Jane Street Group, LLC27,501$3.97M0.01%
Tredje AP-fonden23,907$3.45M0.07%
HighTower Trust Services, LTA21,451$3.10M0.34%
Gotham Asset Management, LLC20,936$3.02M0.09%
Teza Capital Management LLC17,017$2.46M0.51%
PGGM Investments14,581$2.10M0.04%
Jackson Wealth Management, LLC14,190$2.05M0.40%
Czech National Bank13,623$1.97M0.06%
Ergoteles LLC13,454$1.94M0.07%
Twinbeech Capital LP13,458$1.94M0.05%
Dynamic Technology Lab Private Ltd12,512$1.81M0.18%
Teachers Retirement System of the State of Kentucky10,592$1.53M0.02%
Virtu Financial LLC9,302$1.34M0.12%
PDT Partners, LLC8,023$1.16M0.18%
Magnetar Financial LLC7,073$1.02M0.01%
ING Groep NV6,967$1.00M0.02%
Advisor Partners II, LLC6,672$963.0K0.07%
Campbell & CO Investment Adviser LLC6,536$943.0K0.21%
CIBC World Markets Inc.6,431$928.0K0.00%
Bayesian Capital Management, LP5,700$823.0K0.17%
XTX Topco Ltd5,562$803.0K0.20%
Jump Financial, LLC5,065$731.0K0.03%
Gsa Capital Partners LLP4,343$627.0K0.08%
Unigestion Holding SA4,225$621.0K0.04%
Banque Pictet & Cie SA4,127$595.6K0.01%
Aquatic Capital Management LLC4,100$592.0K0.06%
JSF Financial, LLC3,379$488.0K0.19%
Gyroscope Capital Management Group, LLC3,360$485.0K0.19%
Stevens Capital Management LP2,792$403.0K0.26%
Graham Capital Management, L.P.2,791$402.0K0.02%
Blueshift Asset Management, LLC2,684$387.0K0.08%
NuWave Investment Management, LLC2,560$369.0K0.42%
Sustainable Insight Capital Management, LLC2,500$361.0K0.42%
Ritholtz Wealth Management2,495$360.0K0.02%
Abner Herrman & Brock LLC1,940$280.0K0.05%
Apollon Wealth Management, LLC1,914$276.0K0.02%
Strategy Asset Managers LLC1,856$268.0K0.07%
West Family Investments, Inc.1,856$268.0K0.11%
Connecticut Wealth Management, LLC1,804$260.0K0.02%
Two Sigma Securities, LLC1,795$259.0K0.04%
Arrowstreet Capital, Limited Partnership1,771$256.0K0.00%
Covenant Partners, LLC1,716$248.0K0.12%
Machina Capital S.A.S.1,689$244.0K0.52%
Boothbay Fund Management, LLC1,650$238.0K0.01%
Prelude Capital Management, LLC1,633$236.0K0.01%
BSW Wealth Partners1,597$230.0K0.06%
MQS Management LLC1,588$229.0K0.15%
Ballentine Partners, LLC1,525$220.0K0.01%
Ascent Wealth Partners, LLC1,522$220.0K0.05%
Integrated Wealth Concepts LLC1,518$219.0K0.01%
Moors & Cabot, Inc.1,496$216.0K0.02%
Horizon Investments, LLC1,428$206.0K0.01%
Peapack Gladstone Financial Corp1,417$204.0K0.00%
Orion Portfolio Solutions, LLC1,416$204.0K0.01%
Willis Investment Counsel1,400$202.0K0.01%
Geller Advisors LLC1,396$202.0K0.04%
Power Corp of Canada1,101$159.0K0.02%
Wipfli Financial Advisors LLC,1,038$150.0K0.01%
Alta Advisers Ltd500$72.0K0.05%
Itau Unibanco Holding S.A.375$54.0K0.00%
Montag A & Associates Inc300$44.0K0.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC206$29.0K0.00%
Hallmark Capital Management Inc152$22.0K0.00%
McClarren Financial Advisors, Inc.115$16.0K0.02%
Atlantic Trust, LLC106$15.0K0.01%
Ten Capital Wealth Advisors, LLC52$8.00K0.00%
Neo Ivy Capital Management42$6.00K0.02%
Almanack Investment Partners, LLC.25$4.00K0.00%
SJS Investment Consulting Inc.17$2.00K0.00%
Abound Wealth Management9$1.30K0.00%
Moisand Fitzgerald Tamayo, LLC10$1.00K0.00%
Rosenberg Matthew Hamilton6$1.00K0.00%
Jones Financial Companies LLLP1$00.00%
Householder Group Estate & Retirement Specialist, LLC2$00.00%

Sold out (47)

Institutions that held Broadridge Financial Solutions, Inc. at the end of Q2 2022 and filed for Q3 2022 without it.

Institutions that sold out of BR in Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
Balyasny Asset Management LLC175,578$25.0M
NFJ Investment Group, LLC125,350$17.9M
Bridgewater Associates, LP36,170$5.16M
Bright Rock Capital Management, LLC24,000$3.42M
Ceera Investments, LLC15,122$2.16M
PFG Advisors13,981$1.99M
Catalyst Capital Advisors LLC12,331$1.76M
Accurate Wealth Management, LLC10,363$1.54M
Occudo Quantitative Strategies LP6,004$856.0K
McElhenny Sheffield Capital Management, LLC5,910$842.0K
Mirabella Financial Services LLP5,236$747.0K
Wealthsource Partners, LLC4,140$590.0K
SeaCrest Wealth Management, LLC3,974$566.0K
Alps Advisors Inc3,344$477.0K
Bridgewater Advisors Inc.3,251$463.0K
Inscription Capital, LLC2,550$364.0K
M&G Investment Management Ltd2,378$340.0K
Financial Counselors Inc1,746$249.0K
Jefferies Group LLC1,702$242.6K
Menard Financial Group LLC1,619$231.0K
Vise Technologies, Inc.1,504$214.0K
Vista Wealth Management Group, LLC1,383$202.0K
CX Institutional1,105$158.0K
Van Eck Associates Corp934$133.0K
First Bank & Trust868$124.0K
Healthcare of Ontario Pension Plan Trust Fund715$102.0K
Graves-Light Private Wealth Management, Inc.515$73.0K
Baron Financial Group, LLC443$63.1K
Simplex Trading, LLC393$56.0K
Chilton Capital Management LLC371$53.0K
Compagnie Lombard Odier SCmA370$53.0K
Concord Wealth Partners284$40.0K
Clear Street Markets LLC243$35.0K
Venture Visionary Partners LLC197$28.1K
Patriot Financial Group Insurance Agency, LLC137$19.0K
Ahrens Investment Partners LLC100$14.0K
Retirement Group, LLC73$10.0K
Cornerstone Management, Inc.54$7.70K
Sageworth Trust Co of South Dakota27$4.00K
USA Financial Portformulas Corp17$2.00K
Charter Oak Capital Management, LLC15$2.00K
Cribstone Capital Management, LLC8$1.00K
Heritage Financial Services, LLC14$1.00K
PEAK6 Investments LLC4$1.00K
Steward Financial Group LLC14$1.00K
Curi Capital2$0
Morton Brown Family Wealth, LLC2$0

Not filed for Q3 2022 yet (11)

Institutions that held Broadridge Financial Solutions, Inc. at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding BR in Q2 2022 that haven't filed for Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
Farmer Steven Patrick811,925$115.7M
Coldstream Capital Management Inc11,534$1.64M
Enterprise Trust & Investment Co8,700$1.24M
Altium Wealth Management LLC6,919$986.0K
Advisor Partners LLC5,821$830.0K
HighPoint Advisor Group LLC4,092$609.0K
Cordasco Financial Network300$43.0K
Private Capital Group, LLC220$32.0K
Fieldpoint Private Securities, LLC54$8.00K
Urban Wealth Management, LLC29$4.00K
Exane Derivatives3$428