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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, Q3 2022

Institutional positions in Broadridge Financial Solutions, Inc. as of Sep 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
791
+38 vs. Q2 2022
Shares held
103.1M
+1.28M (+1.3%) vs. Q2 2022
Total value
$14.9B
+$414.6M (+2.9%) vs. Q2 2022
New holders
85
260 more added
Sold out
47
286 more reduced

11 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2022: 791 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 heldQ3 2022: $14.9B
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, Q3 2022

Shares, value and share of portfolio for each institution holding Broadridge Financial Solutions, Inc.; share changes are against Q2 2022.

Institutions holding BR in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
WestEnd Advisors, LLC1$00.00%00.0%Unchanged
AllSquare Wealth Management LLC1$00.00%00.0%Unchanged
Jones Financial Companies LLLP1$00.00%+1New
Householder Group Estate & Retirement Specialist, LLC2$00.00%+2New
Lazard Asset Management LLC9$1.00K0.00%+1+12.5%Added
Manchester Capital Management LLC7$1.00K0.00%00.0%Unchanged
Surevest, LLC4$1.00K0.00%00.0%Unchanged
Sierra Capital LLC10$1.00K0.00%00.0%Unchanged
State of Wyoming7$1.00K0.00%−1−12.5%Reduced
TFC Financial Management4$1.00K0.00%00.0%Unchanged
Addison Advisors LLC9$1.00K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.13$1.00K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC10$1.00K0.00%+10New
Rosenberg Matthew Hamilton6$1.00K0.00%+6New
Abound Wealth Management9$1.30K0.00%+9New
Raffa Wealth Management, LLC11$1.59K0.00%00.0%Unchanged
Bell Investment Advisors, Inc17$2.00K0.00%00.0%Unchanged
SJS Investment Consulting Inc.17$2.00K0.00%+17New
Essex Investment Management Co LLC18$3.00K0.00%00.0%Unchanged
JNBA Financial Advisors24$3.00K0.00%00.0%Unchanged
Aua Capital Management, LLC24$3.00K0.00%00.0%Unchanged
Trustcore Financial Services, LLC21$3.00K0.00%00.0%Unchanged
Standard Family Office LLC22$3.00K0.00%00.0%Unchanged
Disciplined Investments, LLC18$3.00K0.00%−2−10.0%Reduced
Clearstead Advisors, LLC30$4.00K0.00%00.0%Unchanged
Thompson Siegel & Walmsley LLC30$4.00K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC25$4.00K0.00%00.0%Unchanged
Johnson Midwest Financial, LLC25$4.00K0.02%00.0%Unchanged
Versant Capital Management, Inc26$4.00K0.00%00.0%Unchanged
High Net Worth Advisory Group LLC25$4.00K0.00%00.0%Unchanged
Almanack Investment Partners, LLC.25$4.00K0.00%+25New
M&R Capital Management Inc37$5.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.36$5.00K0.00%−2−5.3%Reduced
EverSource Wealth Advisors, LLC33$5.00K0.00%00.0%Unchanged
Gables Capital Management Inc.42$6.00K0.00%−144−77.4%Reduced
Money Concepts Capital Corp39$6.00K0.00%00.0%Unchanged
Evoke Wealth, LLC43$6.00K0.00%+12+38.7%Added
Neo Ivy Capital Management42$6.00K0.02%+42New
Sutton Wealth Advisors Inc.46$6.64K0.00%+4+9.5%Added
Missouri Trust & Investment Co50$7.00K0.00%−50−50.0%Reduced
PrairieView Partners, LLC49$7.00K0.00%00.0%Unchanged
Wagner Wealth Management, LLC49$7.00K0.01%00.0%Unchanged
Selective Wealth Management, Inc.50$7.00K0.00%00.0%Unchanged
Tyler-Stone Wealth Management51$7.00K0.01%00.0%Unchanged
Schubert & Co51$7.00K0.01%+13+34.2%Added
Johnson Financial Group, Inc.47$7.00K0.00%+37+370.0%Added
Ten Capital Wealth Advisors, LLC52$8.00K0.00%+52New
Advanced Research Investment Solutions, LLC60$9.00K0.01%00.0%Unchanged
Coston, McIsaac & Partners64$9.00K0.00%00.0%Unchanged
Kistler-Tiffany Companies, LLC74$11.0K0.00%00.0%Unchanged
West Branch Capital LLC77$11.0K0.01%00.0%Unchanged
Farmers & Merchants Investments Inc76$11.0K0.00%+15+24.6%Added
Fairfield Financial Advisors, LTD80$11.5K0.01%00.0%Unchanged
Baystate Wealth Management LLC81$12.0K0.00%+1+1.3%Added
New Millennium Group LLC83$12.0K0.01%00.0%Unchanged
Dark Forest Capital Management LP93$13.0K0.00%−80−46.2%Reduced
Capital Analysts, LLC88$13.0K0.00%00.0%Unchanged
Tradition Wealth Management, LLC90$13.0K0.00%00.0%Unchanged
Caldwell Trust Co93$13.4K0.00%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt100$14.0K0.00%−400−80.0%Reduced
Motco100$14.0K0.00%00.0%Unchanged
Endurance Wealth Management, Inc.100$14.0K0.00%00.0%Unchanged
Independence Bank of Kentucky95$14.0K0.01%00.0%Unchanged
Atticus Wealth Management, LLC95$14.0K0.01%00.0%Unchanged
Capital Advisors, Ltd. LLC98$14.0K0.00%+17+21.0%Added
Atlantic Trust, LLC106$15.0K0.01%+106New
Mascoma Wealth Management LLC111$16.0K0.01%00.0%Unchanged
Zullo Investment Group, Inc.110$16.0K0.01%+34+44.7%Added
McClarren Financial Advisors, Inc.115$16.0K0.02%+115New
Larson Financial Group LLC117$17.0K0.00%+36+44.4%Added
Axim Planning & Wealth118$17.0K0.02%+51+76.1%Added
AdvisorNet Financial, Inc116$17.0K0.00%+71+157.8%Added
Piscataqua Savings Bank125$18.0K0.02%00.0%Unchanged
Brown, Lisle/Cummings, Inc.125$18.0K0.01%00.0%Unchanged
Howe & Rusling Inc130$19.0K0.00%00.0%Unchanged
GoalVest Advisory LLC148$21.0K0.01%00.0%Unchanged
Ogorek Anthony Joseph152$21.0K0.01%00.0%Unchanged
BerganKDV Wealth Management, LLC145$21.0K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.153$22.0K0.00%−5−3.2%Reduced
Harbour Investments, Inc.154$22.0K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group152$22.0K0.01%00.0%Unchanged
Hallmark Capital Management Inc152$22.0K0.00%+152New
Private Ocean, LLC164$23.0K0.00%00.0%Unchanged
Front Row Advisors LLC159$23.0K0.01%00.0%Unchanged
Sandy Spring Bank174$25.0K0.00%−60−25.6%Reduced
Smithfield Trust Co170$25.0K0.00%00.0%Unchanged
Investors Research Corp176$25.0K0.01%00.0%Unchanged
Geneos Wealth Management Inc.187$26.0K0.00%−141−43.0%Reduced
Riverview Trust Co189$27.0K0.03%00.0%Unchanged
First Command Bank190$27.0K0.00%00.0%Unchanged
First Command Financial Services, Inc.190$27.0K0.00%00.0%Unchanged
First PREMIER Bank195$28.0K0.01%00.0%Unchanged
Hexagon Capital Partners LLC198$29.0K0.01%−632−76.1%Reduced
Webster Bank, N. A.203$29.0K0.00%00.0%Unchanged
Annapolis Financial Services, LLC200$29.0K0.01%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC206$29.0K0.00%+206New
Canada Pension Plan Investment Board210$30.0K0.00%−17−7.5%Reduced
Oakworth Capital, Inc.205$30.0K0.00%00.0%Unchanged
MV Capital Management, Inc.218$31.0K0.01%+23+11.8%Added
Blume Capital Management, Inc.229$33.0K0.01%00.0%Unchanged