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 |
|---|---|---|---|---|---|
| CWM, LLC | 3,193 | $461.0K | 0.00% | +409+14.7% | Added |
| Meeder Asset Management Inc | 3,195 | $461.0K | 0.03% | +1,048+48.8% | Added |
| Wedmont Private Capital | 3,202 | $462.0K | 0.09% | +995+45.1% | Added |
| Websterrogers Financial Advisors, LLC | 3,210 | $463.0K | 0.24% | 00.0% | Unchanged |
| Gateway Advisory, LLC | 3,223 | $465.0K | 0.12% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 3,279 | $473.0K | 0.18% | +612+22.9% | Added |
| D.B. Root & Company, LLC | 3,300 | $476.0K | 0.22% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 3,346 | $483.0K | 0.02% | −727−17.8% | Reduced |
| Gyroscope Capital Management Group, LLC | 3,360 | $485.0K | 0.19% | +3,360 | New |
| JSF Financial, LLC | 3,379 | $488.0K | 0.19% | +3,379 | New |
| Ironwood Investment Counsel, LLC | 6,894 | $490.0K | 0.14% | −1,337−16.2% | Reduced |
| Paradigm Asset Management Co LLC | 3,400 | $490.7K | 0.16% | −500−12.8% | Reduced |
| Mission Wealth Management, LP | 3,404 | $491.0K | 0.03% | +33+1.0% | Added |
| Fort, L.P. | 3,407 | $492.0K | 0.61% | −2,199−39.2% | Reduced |
| SG Americas Securities, LLC | 3,413 | $493.0K | 0.01% | −13,742−80.1% | Reduced |
| Assenagon Asset Management S.A. | 3,418 | $493.0K | 0.00% | −3,057−47.2% | Reduced |
| Cetera Advisor Networks LLC | 3,506 | $506.0K | 0.01% | −277−7.3% | Reduced |
| Platform Technology Partners | 3,566 | $515.0K | 0.29% | +26+0.7% | Added |
| Eukles Asset Management | 3,602 | $520.0K | 0.34% | −10−0.3% | Reduced |
| Ieq Capital, LLC | 3,638 | $525.0K | 0.01% | +1,168+47.3% | Added |
| TD Waterhouse Canada Inc. | 3,417 | $530.9K | 0.01% | +2,772+429.8% | Added |
| Davy Global Fund Management Ltd | 3,677 | $531.0K | 0.12% | −309−7.8% | Reduced |
| Cedar Mountain Advisors, LLC | 3,729 | $538.0K | 0.18% | +3+0.1% | Added |
| 1832 Asset Management L.P. | 3,742 | $540.0K | 0.00% | +3,342+835.5% | Added |
| Wellington Management Group LLP | 3,770 | $544.0K | 0.00% | +641+20.5% | Added |
| TrinityPoint Wealth, LLC | 3,783 | $546.0K | 0.12% | +209+5.8% | Added |
| Veritable, L.P. | 3,804 | $549.0K | 0.01% | +124+3.4% | Added |
| Ashfield Capital Partners, LLC | 3,832 | $553.0K | 0.05% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 3,900 | $563.0K | 0.01% | −500−11.4% | Reduced |
| Advisors Preferred, LLC | 3,825 | $570.0K | 0.73% | −1,080−22.0% | Reduced |
| Amica Retiree Medical Trust | 3,975 | $574.0K | 0.72% | −878−18.1% | Reduced |
| United Capital Financial Advisers, LLC | 3,989 | $576.0K | 0.00% | +423+11.9% | Added |
| Bank Ozk | 4,000 | $577.0K | 0.31% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 4,013 | $579.0K | 0.33% | 00.0% | Unchanged |
| National Asset Management, Inc. | 4,053 | $587.0K | 0.02% | −184−4.3% | Reduced |
| Ropes Wealth Advisors LLC | 4,070 | $587.0K | 0.12% | 00.0% | Unchanged |
| Huntington National Bank | 4,067 | $587.0K | 0.01% | +32+0.8% | Added |
| Aquatic Capital Management LLC | 4,100 | $592.0K | 0.06% | +4,100 | New |
| Banque Pictet & Cie SA | 4,127 | $595.6K | 0.01% | +4,127 | New |
| Raymond James Trust N.A. | 4,171 | $602.0K | 0.02% | +628+17.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 4,201 | $606.0K | 0.06% | +196+4.9% | Added |
| Pathstone Family Office, LLC | 4,153 | $611.5K | 0.01% | +1,183+39.8% | Added |
| Teamwork Financial Advisors, LLC | 4,244 | $613.0K | 0.13% | −2,768−39.5% | Reduced |
| Pinnacle Associates Ltd | 4,251 | $614.0K | 0.01% | +2,644+164.5% | Added |
| DT Investment Partners, LLC | 4,272 | $617.0K | 0.10% | 00.0% | Unchanged |
| Accredited Investors Inc. | 4,298 | $620.0K | 0.07% | +3+0.1% | Added |
| Unigestion Holding SA | 4,225 | $621.0K | 0.04% | +4,225 | New |
| Quadrant Capital Group LLC | 4,321 | $624.0K | 0.08% | +49+1.1% | Added |
| Gsa Capital Partners LLP | 4,343 | $627.0K | 0.08% | +4,343 | New |
| Northwestern Mutual Investment Management Company, LLC | 4,354 | $628.0K | 0.02% | −331−7.1% | Reduced |
| ETF Managers Group, LLC | 4,414 | $637.0K | 0.02% | +184+4.3% | Added |
| GWM Advisors LLC | 4,428 | $639.0K | 0.01% | −1,145−20.5% | Reduced |
| Investment Management of Virginia LLC | 4,470 | $645.0K | 0.14% | −450−9.1% | Reduced |
| Wall Street Access Asset Management, LLC | 4,500 | $649.0K | 0.47% | −1,410−23.9% | Reduced |
| Sepio Capital, LP | 4,495 | $649.0K | 0.06% | −988−18.0% | Reduced |
| Banque Cantonale Vaudoise | 4,531 | $654.0K | 0.04% | −500−9.9% | Reduced |
| Horizon Kinetics Asset Management LLC | 4,564 | $659.0K | 0.01% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 4,555 | $661.0K | 0.09% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 4,606 | $665.0K | 0.10% | −968−17.4% | Reduced |
| Fiduciary Trust Co | 4,747 | $685.0K | 0.01% | +206+4.5% | Added |
| Guardian Wealth Management, Inc. | 4,776 | $689.0K | 0.78% | −45−0.9% | Reduced |
| Symmetry Partners, LLC | 4,801 | $693.0K | 0.05% | 00.0% | Unchanged |
| Umb Bank N A | 4,848 | $699.0K | 0.01% | +10.0% | Added |
| O'Shaughnessy Asset Management, LLC | 4,965 | $717.0K | 0.01% | +320+6.9% | Added |
| American Portfolios Advisors | 4,987 | $719.7K | 0.03% | +148+3.1% | Added |
| Thrivent Financial for Lutherans | 5,000 | $722.0K | 0.00% | +25+0.5% | Added |
| Jump Financial, LLC | 5,065 | $731.0K | 0.03% | +5,065 | New |
| Eqis Capital Management, Inc. | 5,136 | $741.2K | 0.09% | −133−2.5% | Reduced |
| H. L. Ormond & Company, LLC | 5,268 | $760.0K | 1.22% | −44−0.8% | Reduced |
| Legacy Advisors, LLC | 5,240 | $760.0K | 0.17% | +719+15.9% | Added |
| Private Advisor Group, LLC | 5,305 | $765.0K | 0.01% | −10,050−65.5% | Reduced |
| Bessemer Group Inc | 5,331 | $770.0K | 0.00% | −128−2.3% | Reduced |
| ExodusPoint Capital Management, LP | 5,359 | $773.0K | 0.01% | −2,874−34.9% | Reduced |
| Johnson Investment Counsel Inc | 5,364 | $774.0K | 0.01% | +69+1.3% | Added |
| CWS Financial Advisors, LLC | 5,385 | $777.0K | 0.37% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 5,401 | $779.0K | 0.04% | −56−1.0% | Reduced |
| Hantz Financial Services, Inc. | 5,453 | $787.0K | 0.03% | −1,907−25.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 5,512 | $795.0K | 0.04% | +1,344+32.2% | Added |
| XTX Topco Ltd | 5,562 | $803.0K | 0.20% | +5,562 | New |
| Bayesian Capital Management, LP | 5,700 | $823.0K | 0.17% | +5,700 | New |
| Crawford Investment Counsel Inc | 5,845 | $844.0K | 0.02% | −70−1.2% | Reduced |
| JustInvest LLC | 5,894 | $851.0K | 0.04% | +1,408+31.4% | Added |
| TCTC Holdings, LLC | 5,925 | $855.0K | 0.04% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 5,950 | $859.0K | 0.05% | −500−7.8% | Reduced |
| Cetera Investment Advisers | 5,960 | $860.0K | 0.02% | −77−1.3% | Reduced |
| Biltmore Family Office, LLC | 6,048 | $877.0K | 0.20% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 6,138 | $886.0K | 0.12% | −290−4.5% | Reduced |
| MAI Capital Management | 6,202 | $895.0K | 0.02% | −155−2.4% | Reduced |
| Benjamin Edwards Inc | 6,212 | $897.0K | 0.27% | −51−0.8% | Reduced |
| Regentatlantic Capital LLC | 6,428 | $928.0K | 0.03% | +160+2.6% | Added |
| CIBC World Markets Inc. | 6,431 | $928.0K | 0.00% | +6,431 | New |
| Spears Abacus Advisors LLC | 6,460 | $932.0K | 0.09% | 00.0% | Unchanged |
| Tiaa, FSB | 6,475 | $934.0K | 0.00% | −1,147−15.0% | Reduced |
| Wambolt & Associates, LLC | 6,485 | $936.0K | 0.40% | −195−2.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 6,536 | $943.0K | 0.21% | +6,536 | New |
| Seeyond | 6,570 | $948.0K | 0.11% | −1,254−16.0% | Reduced |
| Advisor Partners II, LLC | 6,672 | $963.0K | 0.07% | +6,672 | New |
| Northwestern Mutual Wealth Management Co | 6,730 | $971.0K | 0.00% | +300+4.7% | Added |
| AE Wealth Management LLC | 6,772 | $977.0K | 0.01% | −3,028−30.9% | Reduced |
| Montag & Caldwell, LLC | 6,791 | $980.0K | 0.15% | +247+3.8% | Added |