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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
Boothbay Fund Management, LLC1,650$238.0K0.01%+1,650New
Anchor Investment Management, LLC1,650$238.1K0.04%−18−1.1%Reduced
Apella Capital, LLC1,670$241.0K0.03%00.0%Unchanged
Keybank National Association1,687$243.0K0.00%+31+1.9%Added
Vivaldi Capital Management, LLC1,708$244.0K0.07%−55−3.1%Reduced
Machina Capital S.A.S.1,689$244.0K0.52%+1,689New
Hilton Capital Management, LLC1,714$247.0K0.03%−670−28.1%Reduced
Ameritas Investment Partners, Inc.1,718$247.0K0.01%+251+17.1%Added
Covenant Partners, LLC1,716$248.0K0.12%+1,716New
Metis Global Partners, LLC1,729$249.0K0.04%−9−0.5%Reduced
DF Dent & Co Inc1,733$250.0K0.00%−798−31.5%Reduced
Stonehearth Capital Management, LLC1,740$251.0K0.15%00.0%Unchanged
Radnor Capital Management, LLC1,748$252.0K0.07%00.0%Unchanged
Washington Trust Bank1,754$253.0K0.03%00.0%Unchanged
Parkside Financial Bank & Trust1,772$255.0K0.08%+14+0.8%Added
Arrowstreet Capital, Limited Partnership1,771$256.0K0.00%+1,771New
Rockland Trust Co1,783$258.0K0.02%−65,166−97.3%Reduced
Hutchens & Kramer Investment Management Group, LLC1,734$258.0K0.21%−12−0.7%Reduced
Two Sigma Securities, LLC1,795$259.0K0.04%+1,795New
Marco Investment Management LLC1,800$260.0K0.03%00.0%Unchanged
Connecticut Wealth Management, LLC1,804$260.0K0.02%+1,804New
Spreng Capital Management, Inc.1,825$263.0K0.23%00.0%Unchanged
Moody Aldrich Partners LLC1,822$263.0K0.05%−4−0.2%Reduced
Samalin Investment Counsel, LLC1,819$263.0K0.19%+1+0.1%Added
Advisors Capital Management, LLC1,871$264.0K0.01%+54+3.0%Added
Clarius Group, LLC1,828$264.0K0.03%+248+15.7%Added
Cetera Advisors LLC1,837$265.0K0.01%−143−7.2%Reduced
Strategy Asset Managers LLC1,856$268.0K0.07%+1,856New
West Family Investments, Inc.1,856$268.0K0.11%+1,856New
Shore Point Advisors, LLC1,877$271.0K0.26%00.0%Unchanged
Texas Capital Bank Wealth Management Services Inc1,896$274.0K0.04%−10−0.5%Reduced
Susquehanna International Group, LLP1,910$276.0K0.00%−19,259−91.0%Reduced
Apollon Wealth Management, LLC1,914$276.0K0.02%+1,914New
Sofos Investments, Inc.864$277.0K0.03%+6+0.7%Added
Keebeck Alpha, LP1,917$277.0K0.15%+270+16.4%Added
Abner Herrman & Brock LLC1,940$280.0K0.05%+1,940New
First National Advisers, LLC1,982$286.0K0.42%+283+16.7%Added
Tokio Marine Asset Management Co Ltd1,992$287.0K0.02%+372+23.0%Added
Private Trust Co NA1,995$288.0K0.05%−6−0.3%Reduced
Benchmark Investment Advisors LLC2,000$289.0K0.31%00.0%Unchanged
Evercore Wealth Management, LLC2,009$290.0K0.01%+444+28.4%Added
LifePro Asset Management2,040$294.0K0.17%00.0%Unchanged
Lido Advisors, LLC2,037$294.0K0.01%+82+4.2%Added
Segall Bryant & Hamill, LLC2,055$297.0K0.00%−152−6.9%Reduced
Signaturefd, LLC2,062$298.0K0.01%+201+10.8%Added
Ifrah Financial Services, Inc.2,081$300.0K0.10%−58−2.7%Reduced
Voya Financial Advisors, Inc.2,066$303.0K0.04%+26+1.3%Added
E. Ohman J:or Asset Management AB2,100$303.1K0.01%00.0%Unchanged
We Are One Seven, LLC2,107$304.0K0.03%+365+21.0%Added
Stephens Inc2,132$308.0K0.01%−76−3.4%Reduced
Ci Investments Inc.2,150$310.0K0.00%−25,801−92.3%Reduced
Spire Wealth Management2,159$312.0K0.02%+2+0.1%Added
Plante Moran Financial Advisors, LLC2,190$316.0K0.05%00.0%Unchanged
Aberdeen Wealth Management LLC2,194$317.0K0.28%00.0%Unchanged
Glenmede Trust Co NA2,210$318.0K0.00%−253−10.3%Reduced
Segment Wealth Management, LLC2,244$324.0K0.04%00.0%Unchanged
Heritage Wealth Advisors2,270$327.6K0.02%−36−1.6%Reduced
Ami Asset Management Corp2,273$328.0K0.02%−82−3.5%Reduced
Stock Yards Bank & Trust Co2,296$331.0K0.01%00.0%Unchanged
Americana Partners, LLC2,300$331.0K0.06%00.0%Unchanged
Central Trust Co2,376$342.0K0.01%+42+1.8%Added
Toroso Investments, LLC2,386$344.0K0.01%−447−15.8%Reduced
Court Place Advisors, LLC2,426$350.0K0.14%00.0%Unchanged
Cambridge Trust Co2,488$359.0K0.02%−50−2.0%Reduced
Ritholtz Wealth Management2,495$360.0K0.02%+2,495New
Prestige Wealth Management Group LLC2,493$361.0K0.10%+24+1.0%Added
Fulton Bank, N.A.2,499$361.0K0.02%+452+22.1%Added
Sustainable Insight Capital Management, LLC2,500$361.0K0.42%+2,500New
Redpoint Investment Management Pty Ltd2,535$366.0K0.05%00.0%Unchanged
NuWave Investment Management, LLC2,560$369.0K0.42%+2,560New
Pitcairn Co2,592$374.0K0.04%−12−0.5%Reduced
Everence Capital Management Inc2,596$375.0K0.03%00.0%Unchanged
Cerity Partners LLC2,633$379.0K0.00%+938+55.3%Added
Corient Capital Partners, LLC2,665$380.0K0.03%+3+0.1%Added
Veriti Management LLC2,630$380.0K0.06%+57+2.2%Added
Old National Bancorp2,632$380.0K0.01%+334+14.5%Added
Resources Management Corp2,640$381.0K0.07%−135−4.9%Reduced
Simmons Bank2,641$382.0K0.04%−773−22.6%Reduced
WealthTrust Axiom LLC2,681$386.0K0.15%00.0%Unchanged
Blueshift Asset Management, LLC2,684$387.0K0.08%+2,684New
Polaris Wealth Advisory Group, LLC2,707$389.0K0.03%00.0%Unchanged
Chicago Trust Co NA2,728$393.0K0.10%00.0%Unchanged
Albion Financial Group2,721$393.0K0.04%+9+0.3%Added
Empirical Finance, LLC2,721$393.0K0.05%+465+20.6%Added
Graham Capital Management, L.P.2,791$402.0K0.02%+2,791New
Stevens Capital Management LP2,792$403.0K0.26%+2,792New
Argent Trust Co2,808$406.0K0.03%−209−6.9%Reduced
Beaumont Financial Partners, LLC2,883$416.0K0.04%00.0%Unchanged
Bradley Foster & Sargent Inc2,887$417.0K0.01%00.0%Unchanged
Pacer Advisors, Inc.2,949$426.0K0.00%+2,762+1,477.0%Added
Bokf, NA3,016$435.0K0.01%+267+9.7%Added
Avantax Advisory Services, Inc.3,019$436.0K0.01%+352+13.2%Added
NewEdge Wealth, LLC3,071$443.0K0.02%+350+12.9%Added
Tributary Capital Management, LLC3,108$449.0K0.05%−302−8.9%Reduced
Sigma Planning Corp3,108$449.0K0.02%−201−6.1%Reduced
Avestar Capital, LLC3,098$449.0K0.12%−183−5.6%Reduced
TD Private Client Wealth LLC3,119$450.1K0.02%−38−1.2%Reduced
Wetherby Asset Management Inc3,126$451.0K0.03%+557+21.7%Added
Prudential PLC3,147$454.0K0.01%+374+13.5%Added
Wealth Alliance3,199$461.0K0.09%−386−10.8%Reduced