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 |
|---|---|---|---|---|---|
| Benjamin F. Edwards & Company, Inc. | 14,288 | $2.06M | 0.10% | −52−0.4% | Reduced |
| Verition Fund Management LLC | 14,383 | $2.08M | 0.03% | +9,710+207.8% | Added |
| Bowling Portfolio Management LLC | 14,526 | $2.10M | 0.58% | −561−3.7% | Reduced |
| PGGM Investments | 14,581 | $2.10M | 0.04% | +14,581 | New |
| HBK Sorce Advisory LLC | 14,937 | $2.16M | 0.14% | +1,002+7.2% | Added |
| Suncoast Equity Management | 15,070 | $2.17M | 0.43% | −200−1.3% | Reduced |
| Snowden Capital Advisors LLC | 15,139 | $2.18M | 0.10% | −300−1.9% | Reduced |
| First National Trust Co | 15,263 | $2.20M | 0.13% | +10.0% | Added |
| Handelsbanken Fonder AB | 15,393 | $2.22M | 0.01% | +921+6.4% | Added |
| Sugarloaf Wealth Management, LLC | 15,630 | $2.26M | 0.58% | +429+2.8% | Added |
| Rafferty Asset Management, LLC | 15,676 | $2.26M | 0.02% | −34,870−69.0% | Reduced |
| CIBC Asset Management Inc | 15,699 | $2.27M | 0.01% | −32,294−67.3% | Reduced |
| Comerica Bank | 15,935 | $2.27M | 0.02% | +90+0.6% | Added |
| Bank of Nova Scotia | 15,742 | $2.27M | 0.01% | +918+6.2% | Added |
| TownSquare Capital, LLC | 15,837 | $2.29M | 0.07% | −30−0.2% | Reduced |
| Guggenheim Capital LLC | 15,862 | $2.29M | 0.02% | −2,307−12.7% | Reduced |
| Advisory Services Network, LLC | 15,902 | $2.29M | 0.08% | −892−5.3% | Reduced |
| Fiera Capital Corp | 16,090 | $2.32M | 0.01% | −4,175−20.6% | Reduced |
| Candriam Luxembourg S.C.A. | 16,189 | $2.34M | 0.02% | +10,249+172.5% | Added |
| Mutual of America Capital Management LLC | 16,231 | $2.34M | 0.03% | +245+1.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 16,279 | $2.35M | 0.02% | +13,425+470.4% | Added |
| Texas Permanent School Fund | 16,446 | $2.37M | 0.04% | +1,223+8.0% | Added |
| Gateway Investment Advisers LLC | 16,565 | $2.39M | 0.03% | −114−0.7% | Reduced |
| HighTower Advisors, LLC | 16,777 | $2.41M | 0.01% | −223−1.3% | Reduced |
| AQR Capital Management LLC | 16,733 | $2.42M | 0.01% | −2,498−13.0% | Reduced |
| Creative Planning | 16,767 | $2.42M | 0.00% | +1,108+7.1% | Added |
| Teacher Retirement System of Texas | 16,864 | $2.43M | 0.02% | −1,061−5.9% | Reduced |
| MML Investors Services, LLC | 16,878 | $2.44M | 0.02% | +2,821+20.1% | Added |
| Shell Asset Management Co | 17,015 | $2.46M | 0.10% | −2,638−13.4% | Reduced |
| Teza Capital Management LLC | 17,017 | $2.46M | 0.51% | +17,017 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,147 | $2.48M | 0.02% | +79+0.5% | Added |
| Yousif Capital Management, LLC | 17,153 | $2.48M | 0.04% | −389−2.2% | Reduced |
| Long Road Investment Counsel, LLC | 17,950 | $2.59M | 1.42% | 00.0% | Unchanged |
| M&T Bank Corp | 17,959 | $2.59M | 0.01% | +324+1.8% | Added |
| USS Investment Management Ltd | 18,338 | $2.65M | 0.04% | −8,624−32.0% | Reduced |
| New York Life Investment Management LLC | 18,398 | $2.65M | 0.03% | −37−0.2% | Reduced |
| Garrison Asset Management, LLC | 18,554 | $2.68M | 1.89% | −18−0.1% | Reduced |
| Fruth Investment Management | 18,800 | $2.71M | 0.90% | −750−3.8% | Reduced |
| Gulf International Bank (UK) Ltd | 19,262 | $2.78M | 0.05% | 00.0% | Unchanged |
| Cynosure Management, LLC | 19,311 | $2.79M | 2.98% | +85+0.4% | Added |
| Point72 Hong Kong Ltd | 19,404 | $2.80M | 0.17% | +9,594+97.8% | Added |
| Griffin Asset Management, Inc. | 19,636 | $2.83M | 0.47% | −434−2.2% | Reduced |
| Kestra Private Wealth Services, LLC | 19,726 | $2.85M | 0.16% | +2,950+17.6% | Added |
| Burney Co | 19,966 | $2.88M | 0.16% | −193−1.0% | Reduced |
| Brinker Capital Investments, LLC | 19,985 | $2.88M | 0.06% | −4,320−17.8% | Reduced |
| AlphaCrest Capital Management LLC | 19,987 | $2.88M | 0.18% | +10,925+120.6% | Added |
| Mariner, LLC | 20,082 | $2.90M | 0.01% | +2,357+13.3% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 20,341 | $2.94M | 0.02% | −1,868−8.4% | Reduced |
| Squarepoint Ops LLC | 20,407 | $2.94M | 0.03% | +10,528+106.6% | Added |
| Andra AP-fonden | 20,500 | $2.96M | 0.10% | −1,100−5.1% | Reduced |
| Cypress Capital Management LLC | 20,775 | $3.00M | 0.56% | +80+0.4% | Added |
| Utah Retirement Systems | 20,891 | $3.02M | 0.05% | +100+0.5% | Added |
| Cidel Asset Management Inc | 20,936 | $3.02M | 0.14% | +4,720+29.1% | Added |
| Gotham Asset Management, LLC | 20,936 | $3.02M | 0.09% | +20,936 | New |
| Intrust Bank NA | 21,055 | $3.04M | 0.47% | −76−0.4% | Reduced |
| HighTower Trust Services, LTA | 21,451 | $3.10M | 0.34% | +21,451 | New |
| Allianz Asset Management GmbH | 21,501 | $3.10M | 0.01% | +5,387+33.4% | Added |
| Janney Montgomery Scott LLC | 21,753 | $3.14M | 0.01% | +318+1.5% | Added |
| First Hawaiian Bank | 22,018 | $3.18M | 0.12% | −1,651−7.0% | Reduced |
| Brown Capital Management LLC | 22,030 | $3.18M | 0.04% | −100−0.5% | Reduced |
| Aureus Asset Management, LLC | 22,043 | $3.18M | 0.28% | −7,509−25.4% | Reduced |
| Goelzer Investment Management, Inc. | 23,099 | $3.33M | 0.33% | −1,025−4.2% | Reduced |
| Security National Bank | 23,219 | $3.35M | 0.93% | −41−0.2% | Reduced |
| DnB Asset Management AS | 23,600 | $3.41M | 0.03% | −419−1.7% | Reduced |
| Parsons Capital Management Inc | 23,627 | $3.41M | 0.31% | −199−0.8% | Reduced |
| SEI Investments Co | 23,737 | $3.42M | 0.01% | −83−0.3% | Reduced |
| Tredje AP-fonden | 23,907 | $3.45M | 0.07% | +23,907 | New |
| First Republic Investment Management, Inc. | 24,035 | $3.47M | 0.01% | +862+3.7% | Added |
| Xponance, Inc. | 24,043 | $3.47M | 0.07% | +1,494+6.6% | Added |
| Commonwealth Equity Services, LLC | 24,459 | $3.53M | 0.01% | −188−0.8% | Reduced |
| IFM Investors Pty Ltd | 24,568 | $3.55M | 0.06% | +5,945+31.9% | Added |
| Cullen/Frost Bankers, Inc. | 26,404 | $3.81M | 0.09% | +60.0% | Added |
| Nomura Asset Management Co Ltd | 27,459 | $3.96M | 0.03% | +1,013+3.8% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 27,500 | $3.97M | 0.21% | −10,000−26.7% | Reduced |
| Jane Street Group, LLC | 27,501 | $3.97M | 0.01% | +27,501 | New |
| HRT Financial LP | 27,691 | $4.00M | 0.04% | +27,691 | New |
| Panagora Asset Management Inc | 28,631 | $4.13M | 0.03% | +5,901+26.0% | Added |
| Greenleaf Trust | 28,701 | $4.14M | 0.06% | −631−2.2% | Reduced |
| Great Lakes Advisors, LLC | 28,830 | $4.16M | 0.09% | −3,580−11.0% | Reduced |
| Brown Advisory Inc | 28,875 | $4.17M | 0.01% | +130.0% | Added |
| Appleton Partners Inc | 29,061 | $4.19M | 0.42% | +1,109+4.0% | Added |
| Schroder Investment Management Group | 29,496 | $4.26M | 0.01% | −4,676−13.7% | Reduced |
| Institutional & Family Asset Management, LLC | 29,947 | $4.32M | 0.78% | +2,763+10.2% | Added |
| Alaska Permanent Fund Corp | 30,428 | $4.39M | 0.08% | +8,242+37.1% | Added |
| Aptus Capital Advisors, LLC | 30,576 | $4.43M | 0.14% | −26,830−46.7% | Reduced |
| State of Alaska, Department of Revenue | 30,887 | $4.46M | 0.06% | +14,049+83.4% | Added |
| Northstar Group, Inc. | 30,997 | $4.47M | 1.34% | +78+0.3% | Added |
| Middleton & Co Inc | 31,067 | $4.48M | 0.68% | −4,908−13.6% | Reduced |
| Amalgamated Bank | 31,650 | $4.57M | 0.04% | +89+0.3% | Added |
| State of Michigan Retirement System | 31,760 | $4.58M | 0.03% | +100+0.3% | Added |
| Arizona State Retirement System | 32,187 | $4.64M | 0.05% | −403−1.2% | Reduced |
| Fifth Third Bancorp | 32,325 | $4.67M | 0.02% | −402−1.2% | Reduced |
| American Money Management, LLC | 32,915 | $4.75M | 1.45% | −1,369−4.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 32,979 | $4.76M | 0.48% | +32,979 | New |
| Forsta Ap-Fonden | 33,000 | $4.76M | 0.06% | +200+0.6% | Added |
| American International Group, Inc. | 33,029 | $4.77M | 0.03% | −768−2.3% | Reduced |
| Amica Mutual Insurance Co | 33,131 | $4.78M | 0.68% | −11,737−26.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 33,256 | $4.80M | 0.03% | +7,618+29.7% | Added |
| KBC Group NV | 33,311 | $4.81M | 0.02% | +16,922+103.3% | Added |
| Tudor Investment Corp Et Al | 33,365 | $4.82M | 0.12% | +33,365 | New |