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.
| 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, Q3 2022
Shares, value and share of portfolio for each institution holding Broadridge Financial Solutions, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Salem Investment Counselors Inc | 225 | $33.0K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 237 | $34.0K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 246 | $36.0K | 0.02% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 246 | $36.0K | 0.03% | +1+0.4% | Added |
| Lumature Wealth Partners, LLC | 246 | $36.0K | 0.02% | 00.0% | Unchanged |
| Country Trust Bank | 300 | $43.0K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 300 | $43.0K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 295 | $43.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 307 | $44.0K | 0.00% | −126−29.1% | Reduced |
| Assetmark, Inc | 303 | $44.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 300 | $44.0K | 0.00% | +300 | New |
| JFS Wealth Advisors, LLC | 334 | $48.0K | 0.01% | +21+6.7% | Added |
| Column Capital Advisors, LLC | 343 | $50.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 354 | $51.0K | 0.02% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 377 | $54.0K | 0.04% | −100−21.0% | Reduced |
| Itau Unibanco Holding S.A. | 375 | $54.0K | 0.00% | +375 | New |
| Lindbrook Capital, LLC | 396 | $57.0K | 0.01% | +189+91.3% | Added |
| Altshuler Shaham Ltd | 385 | $57.0K | 0.00% | +185+92.5% | Added |
| Newfound Research LLC | 401 | $58.0K | 0.14% | −321−44.5% | Reduced |
| Dougherty Wealth Advisers LLC | 403 | $58.0K | 0.11% | 00.0% | Unchanged |
| Glassman Wealth Services | 417 | $60.0K | 0.01% | +51+13.9% | Added |
| MCF Advisors LLC | 428 | $62.0K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 438 | $63.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 437 | $63.0K | 0.00% | +61+16.2% | Added |
| Bangor Savings Bank | 452 | $65.0K | 0.01% | −2−0.4% | Reduced |
| United Community Bank | 471 | $68.0K | 0.07% | 00.0% | Unchanged |
| Covestor Ltd | 473 | $68.0K | 0.06% | −75−13.7% | Reduced |
| Valley National Advisers Inc | 471 | $69.0K | 0.01% | −15−3.1% | Reduced |
| Lowe Wealth Advisors, LLC | 491 | $71.0K | 0.04% | 00.0% | Unchanged |
| Quent Capital, LLC | 492 | $71.0K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 500 | $72.0K | 0.04% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $72.0K | 0.04% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $72.0K | 0.05% | +500 | New |
| MUFG Americas Holdings Corp | 540 | $78.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 543 | $78.0K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 551 | $79.9K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 556 | $80.0K | 0.01% | −114−17.0% | Reduced |
| Bartlett & Co. LLC | 551 | $80.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 559 | $80.0K | 0.00% | +14+2.6% | Added |
| Tobam | 571 | $82.0K | 0.01% | −287−33.4% | Reduced |
| Massmutual Trust Co FSB | 622 | $90.0K | 0.00% | −162−20.7% | Reduced |
| Crewe Advisors LLC | 640 | $92.0K | 0.02% | −146−18.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 632 | $92.0K | 0.01% | +45+7.7% | Added |
| Whittier Trust Co of Nevada Inc | 653 | $94.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 659 | $95.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 666 | $96.0K | 0.06% | 00.0% | Unchanged |
| Proequities, Inc. | 669 | $97.0K | 0.01% | −198−22.8% | Reduced |
| S.A. Mason LLC | 675 | $97.0K | 0.08% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 700 | $101.0K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 765 | $110.0K | 0.02% | +13+1.7% | Added |
| Toth Financial Advisory Corp | 770 | $111.0K | 0.02% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 773 | $112.0K | 0.01% | −34−4.2% | Reduced |
| Sentry Investment Management LLC | 793 | $114.0K | 0.05% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 793 | $115.0K | 0.01% | +107+15.6% | Added |
| Global Retirement Partners, LLC | 823 | $124.0K | 0.01% | +411+99.8% | Added |
| SRS Capital Advisors, Inc. | 865 | $125.0K | 0.02% | +61+7.6% | Added |
| AIA Group Ltd | 909 | $131.0K | 0.01% | −620−40.5% | Reduced |
| Federated Hermes, Inc. | 969 | $140.0K | 0.00% | +954+6,360.0% | Added |
| Wipfli Financial Advisors LLC, | 1,038 | $150.0K | 0.01% | +1,038 | New |
| Hall Laurie J Trustee | 1,050 | $152.0K | 0.07% | 00.0% | Unchanged |
| Power Corp of Canada | 1,101 | $159.0K | 0.02% | +1,101 | New |
| Key Financial Inc | 1,156 | $167.0K | 0.08% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 973 | $174.1K | 0.04% | −322−24.9% | Reduced |
| Trust Co of Vermont | 1,242 | $179.0K | 0.01% | +353+39.7% | Added |
| IFP Advisors, Inc | 3,096 | $191.0K | 0.01% | +252+8.9% | Added |
| Willis Investment Counsel | 1,400 | $202.0K | 0.01% | +1,400 | New |
| Geller Advisors LLC | 1,396 | $202.0K | 0.04% | +1,396 | New |
| Campion Asset Management LLC | 1,410 | $203.0K | 0.21% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 1,417 | $204.0K | 0.00% | +1,417 | New |
| Orion Portfolio Solutions, LLC | 1,416 | $204.0K | 0.01% | +1,416 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,426 | $206.0K | 0.01% | −341−19.3% | Reduced |
| Horizon Investments, LLC | 1,428 | $206.0K | 0.01% | +1,428 | New |
| Cigna Investments Inc | 1,440 | $207.0K | 0.05% | −60−4.0% | Reduced |
| Optas, LLC | 1,464 | $209.0K | 0.09% | +10+0.7% | Added |
| RMB Capital Management, LLC | 1,463 | $211.0K | 0.01% | −5−0.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,461 | $211.0K | 0.05% | 00.0% | Unchanged |
| FourThought Financial, LLC | 1,484 | $214.0K | 0.03% | −794−34.9% | Reduced |
| HB Wealth Management, LLC | 1,484 | $214.0K | 0.00% | −356−19.3% | Reduced |
| Washington Trust Advisors, Inc. | 1,486 | $214.0K | 0.02% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 1,491 | $215.0K | 0.12% | −200−11.8% | Reduced |
| Hudson Capital Management LLC | 1,500 | $216.0K | 0.11% | −100−6.3% | Reduced |
| Buckingham Capital Management, Inc. | 1,500 | $216.0K | 0.04% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 1,496 | $216.0K | 0.02% | +1,496 | New |
| Ledyard National Bank | 1,503 | $217.0K | 0.03% | −40−2.6% | Reduced |
| First Horizon Advisors, Inc. | 1,514 | $218.0K | 0.01% | −126−7.7% | Reduced |
| River Wealth Advisors LLC | 1,509 | $218.0K | 0.05% | 00.0% | Unchanged |
| Gofen & Glossberg LLC | 1,515 | $219.0K | 0.01% | +1+0.1% | Added |
| Integrated Wealth Concepts LLC | 1,518 | $219.0K | 0.01% | +1,518 | New |
| Ballentine Partners, LLC | 1,525 | $220.0K | 0.01% | +1,525 | New |
| Ascent Wealth Partners, LLC | 1,522 | $220.0K | 0.05% | +1,522 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 1,547 | $223.0K | 0.01% | −1,104−41.6% | Reduced |
| First Manhattan Co | 1,572 | $226.0K | 0.00% | 00.0% | Unchanged |
| MQS Management LLC | 1,588 | $229.0K | 0.15% | +1,588 | New |
| BSW Wealth Partners | 1,597 | $230.0K | 0.06% | +1,597 | New |
| Arcadia Investment Management Corp | 1,600 | $231.0K | 0.06% | −17−1.1% | Reduced |
| Carolinas Wealth Consulting LLC | 1,609 | $233.0K | 0.06% | −1−0.1% | Reduced |
| Vontobel Holding Ltd. | 1,585 | $233.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,636 | $236.0K | 0.06% | +1+0.1% | Added |
| Prelude Capital Management, LLC | 1,633 | $236.0K | 0.01% | +1,633 | New |
| Mystic Asset Management, Inc. | 1,650 | $238.0K | 0.15% | 00.0% | Unchanged |