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 |
|---|---|---|---|---|---|
| Dai-Ichi Life Insurance Company, Ltd | 33,616 | $4.85M | 0.12% | −677−2.0% | Reduced |
| Palmer Knight Co | 33,841 | $4.88M | 4.60% | +2,085+6.6% | Added |
| Aviva PLC | 34,105 | $4.92M | 0.03% | −8,469−19.9% | Reduced |
| ProShare Advisors LLC | 34,442 | $4.97M | 0.02% | −5,306−13.3% | Reduced |
| Buffington Mohr McNeal | 34,732 | $5.01M | 1.21% | −694−2.0% | Reduced |
| MetLife Investment Management | 35,499 | $5.12M | 0.04% | −406−1.1% | Reduced |
| GHP Investment Advisors, Inc. | 35,654 | $5.15M | 0.39% | +522+1.5% | Added |
| British Columbia Investment Management Corp | 35,726 | $5.16M | 0.06% | −29,379−45.1% | Reduced |
| Trexquant Investment LP | 36,180 | $5.22M | 0.18% | +36,180 | New |
| Bell Asset Management Ltd | 38,323 | $5.53M | 1.12% | −7,612−16.6% | Reduced |
| Royal London Asset Management Ltd | 38,426 | $5.55M | 0.03% | −70−0.2% | Reduced |
| Retirement Systems of Alabama | 38,936 | $5.62M | 0.03% | +74+0.2% | Added |
| Running Oak Capital LLC | 39,562 | $5.71M | 1.97% | +39,562 | New |
| Mattern Capital Management, LLC | 39,785 | $5.74M | 1.20% | −992−2.4% | Reduced |
| Standard Life Aberdeen plc | 40,288 | $5.81M | 0.02% | +1,950+5.1% | Added |
| Santa Monica Partners LP | 40,793 | $5.89M | 4.41% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 41,665 | $6.01M | 0.03% | +41,665 | New |
| Captrust Financial Advisors | 42,136 | $6.08M | 0.04% | +4,391+11.6% | Added |
| Ensign Peak Advisors, Inc | 42,467 | $6.13M | 0.02% | +1,395+3.4% | Added |
| McCollum Christoferson Group LLC | 42,676 | $6.16M | 2.06% | −519−1.2% | Reduced |
| Marks Group Wealth Management, Inc | 43,139 | $6.23M | 0.95% | +432+1.0% | Added |
| Addenda Capital Inc. | 43,167 | $6.26M | 0.29% | −4,262−9.0% | Reduced |
| Hamilton Point Investment Advisors, LLC | 43,517 | $6.31M | 1.92% | +102+0.2% | Added |
| Independent Advisor Alliance | 44,025 | $6.35M | 0.37% | +30.0% | Added |
| Nisa Investment Advisors, LLC | 44,455 | $6.42M | 0.05% | +63+0.1% | Added |
| Advisor Group Holdings, Inc. | 45,514 | $6.58M | 0.02% | −11,834−20.6% | Reduced |
| US Bancorp | 46,700 | $6.74M | 0.01% | −349−0.7% | Reduced |
| Alberta Investment Management Corp | 47,286 | $6.82M | 0.05% | 00.0% | Unchanged |
| Alley Investment Management Company, LLC | 47,291 | $6.83M | 1.36% | −277−0.6% | Reduced |
| Pictet Asset Management SA | 47,355 | $6.83M | 0.01% | −554−1.2% | Reduced |
| Cyrus J. Lawrence, LLC | 47,542 | $6.86M | 2.03% | −692−1.4% | Reduced |
| Blair William & Co | 47,902 | $6.91M | 0.03% | +3,197+7.2% | Added |
| Adage Capital Partners GP, L.L.C. | 49,400 | $7.13M | 0.02% | −72,700−59.5% | Reduced |
| Treasurer of the State of North Carolina | 50,012 | $7.22M | 0.05% | −976−1.9% | Reduced |
| Motley Fool Asset Management LLC | 50,839 | $7.34M | 0.72% | −1,242−2.4% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 52,442 | $7.48M | 0.09% | 00.0% | Unchanged |
| Vision Capital Management, Inc. | 51,841 | $7.48M | 1.54% | −6,080−10.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 51,835 | $7.48M | 0.02% | +1,402+2.8% | Added |
| Marshall Wace, LLP | 51,839 | $7.48M | 0.02% | +51,839 | New |
| DekaBank Deutsche Girozentrale | 52,429 | $7.65M | 0.02% | +1,262+2.5% | Added |
| Logan Capital Management Inc | 53,678 | $7.75M | 0.46% | −68−0.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 53,779 | $7.76M | 0.03% | −12,608−19.0% | Reduced |
| Manning & Napier Group, LLC | 55,420 | $8.00M | 0.10% | −877−1.6% | Reduced |
| FineMark National Bank & Trust | 55,907 | $8.07M | 0.40% | −426−0.8% | Reduced |
| Public Employees Retirement System of Ohio | 59,242 | $8.55M | 0.04% | +587+1.0% | Added |
| 1623 Capital LLC | 59,700 | $8.62M | 5.76% | +3,400+6.0% | Added |
| Asset Management One Co.,Ltd. | 61,649 | $8.90M | 0.05% | +6,323+11.4% | Added |
| McRae Capital Management Inc | 63,254 | $9.13M | 2.78% | −650−1.0% | Reduced |
| State of New Jersey Common Pension Fund D | 63,607 | $9.18M | 0.04% | +1,925+3.1% | Added |
| Mn Services Vermogensbeheer B.V. | 63,830 | $9.21M | 0.10% | −4,800−7.0% | Reduced |
| Colony Group LLC | 64,690 | $9.34M | 0.16% | +247+0.4% | Added |
| Crossmark Global Holdings, Inc. | 66,151 | $9.55M | 0.26% | +53,688+430.8% | Added |
| Bank of Montreal | 58,577 | $9.60M | 0.01% | −59,675−50.5% | Reduced |
| The PNC Financial Services Group, Inc. | 66,830 | $9.64M | 0.01% | +1,876+2.9% | Added |
| Federation des caisses Desjardins du Quebec | 67,486 | $9.74M | 0.12% | +226+0.3% | Added |
| Toronto Dominion Bank | 67,612 | $9.75M | 0.02% | −9,394−12.2% | Reduced |
| Stifel Financial Corp | 68,774 | $9.93M | 0.02% | +3,817+5.9% | Added |
| BNP Paribas Arbitrage, SA | 68,873 | $9.94M | 0.03% | +19,775+40.3% | Added |
| Victory Capital Management Inc | 70,803 | $10.2M | 0.01% | −15,590−18.0% | Reduced |
| Congress Wealth Management LLC | 71,414 | $10.3M | 0.28% | +1,360+1.9% | Added |
| Voya Investment Management LLC | 71,833 | $10.4M | 0.01% | −1,213−1.7% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 71,843 | $10.4M | 0.04% | +787+1.1% | Added |
| Fulton Breakefield Broenniman LLC | 72,156 | $10.4M | 0.98% | −957−1.3% | Reduced |
| Washington Trust Co | 72,598 | $10.5M | 0.53% | −519−0.7% | Reduced |
| Natixis Advisors, L.P. | 73,007 | $10.5M | 0.04% | +5,433+8.0% | Added |
| Southernsun Asset Management, LLC | 75,237 | $10.9M | 1.34% | −250−0.3% | Reduced |
| State of Wisconsin Investment Board | 75,632 | $10.9M | 0.03% | −13,678−15.3% | Reduced |
| Russell Investments Group, Ltd. | 76,807 | $11.1M | 0.02% | −4,605−5.7% | Reduced |
| AXA S.A. | 77,311 | $11.2M | 0.04% | −4,728−5.8% | Reduced |
| Advisors Asset Management, Inc. | 80,000 | $11.5M | 0.23% | −6,586−7.6% | Reduced |
| First National Bank of Omaha | 84,317 | $12.2M | 0.80% | −10,132−10.7% | Reduced |
| Vigilant Capital Management, LLC | 85,206 | $12.3M | 1.16% | −322−0.4% | Reduced |
| Core Alternative Capital | 87,598 | $12.6M | 2.02% | +31,932+57.4% | Added |
| Manufacturers Life Insurance Company, The | 88,045 | $12.7M | 0.01% | +8,298+10.4% | Added |
| Walter Public Investments Inc. | 88,244 | $12.7M | 4.47% | +5,688+6.9% | Added |
| State of Tennessee, Treasury Department | 88,589 | $12.8M | 0.06% | +9,989+12.7% | Added |
| Diamond Hill Capital Management Inc | 89,420 | $12.9M | 0.06% | −1,080−1.2% | Reduced |
| Kelly Lawrence W & Associates Inc | 90,016 | $13.0M | 3.63% | +875+1.0% | Added |
| FIL Ltd | 90,461 | $13.1M | 0.02% | −53,688−37.2% | Reduced |
| Citigroup Inc | 91,591 | $13.2M | 0.02% | +12,127+15.3% | Added |
| UBS Group AG | 92,043 | $13.3M | 0.01% | −10,191−10.0% | Reduced |
| Pinebridge Investments, L.P. | 95,062 | $13.7M | 0.18% | +9,449+11.0% | Added |
| Truist Financial Corp | 96,414 | $13.9M | 0.03% | −5,948−5.8% | Reduced |
| Connectus Wealth, LLC | 10,151 | $14.7M | 0.31% | −93,360−90.2% | Reduced |
| Nicholas Company, Inc. | 103,025 | $14.9M | 0.34% | −11,505−10.0% | Reduced |
| Wendell David Associates Inc | 104,545 | $15.1M | 2.03% | +2,015+2.0% | Added |
| Great West Life Assurance Co | 106,130 | $15.3M | 0.04% | −875−0.8% | Reduced |
| Bath Savings Trust Co | 107,496 | $15.5M | 2.16% | +406+0.4% | Added |
| O'Brien Greene & Co. Inc | 111,864 | $16.1M | 2.14% | +75,530+207.9% | Added |
| FMR LLC | 113,011 | $16.3M | 0.00% | +22,245+24.5% | Added |
| Copeland Capital Management, LLC | 113,824 | $16.4M | 0.54% | −1,471−1.3% | Reduced |
| HSBC Holdings PLC | 115,431 | $16.8M | 0.03% | −39,629−25.6% | Reduced |
| Citadel Advisors LLC | 119,893 | $17.3M | 0.02% | +63,560+112.8% | Added |
| New York State Teachers Retirement System | 123,311 | $17.8M | 0.05% | 00.0% | Unchanged |
| Motley Fool Wealth Management, LLC | 125,958 | $18.2M | 1.19% | −25,696−16.9% | Reduced |
| State Board of Administration of Florida Retirement System | 128,673 | $18.6M | 0.05% | −4,410−3.3% | Reduced |
| Alta Capital Management LLC | 131,239 | $18.9M | 1.48% | −57,459−30.5% | Reduced |
| Cubist Systematic Strategies, LLC | 132,835 | $19.2M | 0.14% | +129,735+4,185.0% | Added |
| Renaissance Technologies LLC | 140,500 | $20.3M | 0.03% | +140,500 | New |
| Dearborn Partners LLC | 144,286 | $20.8M | 0.92% | +596+0.4% | Added |