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 |
|---|---|---|---|---|---|
| Jacobsen Capital Management | 6,808 | $983.0K | 0.56% | −4,063−37.4% | Reduced |
| Ossiam | 6,855 | $989.0K | 0.03% | +1,182+20.8% | Added |
| Park Avenue Securities LLC | 6,859 | $990.0K | 0.02% | −283−4.0% | Reduced |
| CenterBook Partners LP | 6,868 | $991.0K | 0.19% | −7,566−52.4% | Reduced |
| Metropolitan Life Insurance Co | 6,870 | $991.5K | 0.05% | −81−1.2% | Reduced |
| EFG Asset Management (Americas) Corp. | 6,871 | $992.0K | 0.25% | −329−4.6% | Reduced |
| Sompo Asset Management Co., Ltd. | 6,880 | $992.0K | 0.25% | +1,980+40.4% | Added |
| Wealthfront Advisers LLC | 6,950 | $1.00M | 0.01% | +1,881+37.1% | Added |
| ING Groep NV | 6,967 | $1.00M | 0.02% | +6,967 | New |
| Kesler, Norman & Wride, LLC | 7,036 | $1.01M | 0.28% | +35+0.5% | Added |
| Magnetar Financial LLC | 7,073 | $1.02M | 0.01% | +7,073 | New |
| Laurel Wealth Advisors, Inc. | 7,106 | $1.02M | 0.11% | +1,505+26.9% | Added |
| Tilia Fiduciary Partners, Inc. | 7,226 | $1.03M | 1.04% | +148+2.1% | Added |
| Natixis | 7,219 | $1.04M | 0.00% | +2,126+41.7% | Added |
| Fiduciary Planning LLC | 7,252 | $1.05M | 0.54% | −133−1.8% | Reduced |
| Nordea Investment Management AB | 7,110 | $1.05M | 0.00% | +102+1.5% | Added |
| Holocene Advisors, LP | 7,298 | $1.05M | 0.01% | −54,262−88.1% | Reduced |
| Ethic Inc. | 7,384 | $1.07M | 0.07% | +3,458+88.1% | Added |
| Louisiana State Employees Retirement System | 7,500 | $1.08M | 0.03% | +100+1.4% | Added |
| Pegasus Partners Ltd. | 7,512 | $1.08M | 0.22% | −104−1.4% | Reduced |
| Welch & Forbes LLC | 7,531 | $1.09M | 0.02% | +550+7.9% | Added |
| Meyer Handelman Co | 7,625 | $1.10M | 0.05% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 7,629 | $1.10M | 0.30% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 7,664 | $1.11M | 0.04% | −506−6.2% | Reduced |
| Atlas Private Wealth Management | 7,667 | $1.11M | 0.80% | +582+8.2% | Added |
| Illinois Municipal Retirement Fund | 7,761 | $1.12M | 0.03% | 00.0% | Unchanged |
| Nippon Life Global Investors Americas, Inc. | 7,930 | $1.14M | 0.08% | −21,990−73.5% | Reduced |
| PDT Partners, LLC | 8,023 | $1.16M | 0.18% | +8,023 | New |
| Boyar Asset Management Inc. | 8,064 | $1.16M | 0.96% | +301+3.9% | Added |
| Allstate Corp | 8,197 | $1.18M | 0.03% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 8,191 | $1.19M | 0.22% | −155−1.9% | Reduced |
| Strengthening Families & Communities, LLC | 8,273 | $1.19M | 0.62% | +758+10.1% | Added |
| Henshaw Capital LLC | 8,278 | $1.19M | 0.09% | +36+0.4% | Added |
| Man Group plc | 8,400 | $1.21M | 0.01% | – | – |
| Koshinski Asset Management, Inc. | 8,589 | $1.24M | 0.15% | −13−0.2% | Reduced |
| Vestcor Inc | 8,690 | $1.25M | 0.05% | +43+0.5% | Added |
| Zions Bancorporation, N.A. | 8,715 | $1.26M | 0.13% | +1,384+18.9% | Added |
| Norinchukin Bank, The | 8,782 | $1.27M | 0.03% | +945+12.1% | Added |
| Mount Yale Investment Advisors, LLC | 8,783 | $1.27M | 0.17% | +87+1.0% | Added |
| Engineers Gate Manager LP | 8,869 | $1.28M | 0.08% | +1,229+16.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 8,970 | $1.29M | 0.08% | −170−1.9% | Reduced |
| Oregon Public Employees Retirement Fund | 8,990 | $1.30M | 0.02% | −22−0.2% | Reduced |
| Maryland State Retirement & Pension System | 9,048 | $1.31M | 0.11% | +297+3.4% | Added |
| Oxbow Advisors, LLC | 9,097 | $1.31M | 0.21% | −890−8.9% | Reduced |
| Kentucky Retirement Systems | 9,176 | $1.32M | 0.06% | +476+5.5% | Added |
| CIBC World Markets Corp | 9,180 | $1.32M | 0.02% | −6,547−41.6% | Reduced |
| Northwest Investment Counselors, LLC | 9,206 | $1.33M | 0.44% | −106−1.1% | Reduced |
| SNS Financial Group, LLC | 9,186 | $1.33M | 0.19% | +40.0% | Added |
| Neuberger Berman Group LLC | 9,227 | $1.33M | 0.00% | +114+1.3% | Added |
| Mercer Global Advisors Inc | 9,244 | $1.33M | 0.01% | +338+3.8% | Added |
| Virtu Financial LLC | 9,302 | $1.34M | 0.12% | +9,302 | New |
| Silvercrest Asset Management Group LLC | 9,460 | $1.36M | 0.01% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 9,466 | $1.37M | 0.01% | +1,875+24.7% | Added |
| Securian Asset Management, Inc | 9,666 | $1.40M | 0.04% | +200+2.1% | Added |
| AGF Investments LLC | 9,716 | $1.40M | 0.13% | +3,065+46.1% | Added |
| Westpac Banking Corp | 9,724 | $1.40M | 0.02% | 00.0% | Unchanged |
| Roundview Capital LLC | 9,747 | $1.41M | 0.18% | +383+4.1% | Added |
| American Century Companies Inc | 9,838 | $1.42M | 0.00% | +560+6.0% | Added |
| Swedbank AB | 9,891 | $1.43M | 0.00% | +6,687+208.7% | Added |
| Dean Investment Associates, LLC | 10,034 | $1.45M | 0.30% | −163−1.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,046 | $1.45M | 0.02% | +684+7.3% | Added |
| Atria Investments LLC | 10,513 | $1.52M | 0.03% | −440−4.0% | Reduced |
| National Bank of Canada | 10,374 | $1.52M | 0.01% | −736−6.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 10,592 | $1.53M | 0.02% | +10,592 | New |
| Zurich Insurance Group Ltd | 10,600 | $1.53M | 0.02% | 00.0% | Unchanged |
| FORA Capital, LLC | 10,959 | $1.58M | 0.30% | +9,477+639.5% | Added |
| Rockefeller Capital Management L.P. | 11,011 | $1.59M | 0.01% | +667+6.4% | Added |
| Dividend Assets Capital, LLC | 11,152 | $1.61M | 0.37% | −75−0.7% | Reduced |
| Wimmer Associates 1, LLC | 10,731 | $1.61M | 1.07% | 00.0% | Unchanged |
| Lantz Financial LLC | 11,164 | $1.61M | 0.84% | −93−0.8% | Reduced |
| Hartford Investment Management Co | 11,220 | $1.62M | 0.05% | −58−0.5% | Reduced |
| Leavell Investment Management, Inc. | 11,225 | $1.63M | 0.13% | 00.0% | Unchanged |
| Regions Financial Corp | 11,296 | $1.63M | 0.02% | +976+9.5% | Added |
| Mraz, Amerine & Associates, Inc. | 11,452 | $1.65M | 0.44% | 00.0% | Unchanged |
| Lee Financial Co | 11,590 | $1.67M | 0.31% | +21+0.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,779 | $1.70M | 0.04% | +144+1.2% | Added |
| Kestra Advisory Services, LLC | 11,845 | $1.71M | 0.02% | +2,217+23.0% | Added |
| Schechter Investment Advisors, LLC | 11,971 | $1.73M | 0.17% | −973−7.5% | Reduced |
| Whittier Trust Co | 12,454 | $1.80M | 0.04% | −400−3.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 12,512 | $1.81M | 0.18% | +12,512 | New |
| Public Sector Pension Investment Board | 12,526 | $1.81M | 0.02% | +1,250+11.1% | Added |
| Oppenheimer Asset Management Inc. | 12,617 | $1.82M | 0.03% | +36+0.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 12,680 | $1.83M | 0.00% | −154−1.2% | Reduced |
| Daiwa Securities Group Inc. | 12,685 | $1.83M | 0.02% | −388−3.0% | Reduced |
| Buckhead Capital Management LLC | 12,780 | $1.84M | 0.48% | −111−0.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 12,809 | $1.85M | 0.03% | +394+3.2% | Added |
| Princeton Global Asset Management LLC | 12,824 | $1.85M | 0.65% | −14−0.1% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 12,900 | $1.86M | 1.47% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 12,932 | $1.87M | 0.56% | +392+3.1% | Added |
| SRN Advisors, LLC | 13,007 | $1.88M | 1.57% | −272−2.0% | Reduced |
| Siemens Fonds Invest GmbH | 13,041 | $1.88M | 0.22% | +369+2.9% | Added |
| Stratos Wealth Partners, LTD. | 13,085 | $1.89M | 0.05% | −1,314−9.1% | Reduced |
| Tower Research Capital LLC (TRC) | 13,261 | $1.91M | 0.03% | +7,531+131.4% | Added |
| Public Employees Retirement Association of Colorado | 13,314 | $1.92M | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 13,315 | $1.92M | 0.01% | +962+7.8% | Added |
| Castellan Group, LLC | 13,435 | $1.94M | 1.51% | +1,339+11.1% | Added |
| Ergoteles LLC | 13,454 | $1.94M | 0.07% | +13,454 | New |
| Twinbeech Capital LP | 13,458 | $1.94M | 0.05% | +13,458 | New |
| Czech National Bank | 13,623 | $1.97M | 0.06% | +13,623 | New |
| Jackson Wealth Management, LLC | 14,190 | $2.05M | 0.40% | +14,190 | New |