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 |
|---|---|---|---|---|---|
| B. Metzler seel. Sohn & Co. AG | 148,359 | $21.4M | 0.39% | −2,850−1.9% | Reduced |
| Congress Asset Management Co | 152,817 | $22.1M | 0.24% | +17,277+12.7% | Added |
| Geneva Capital Management LLC | 154,782 | $22.3M | 0.52% | −3,878−2.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 156,153 | $22.5M | 0.04% | −1,069−0.7% | Reduced |
| D. E. Shaw & Co., Inc. | 158,245 | $22.8M | 0.04% | −48,342−23.4% | Reduced |
| Credit Suisse AG | 158,933 | $22.9M | 0.03% | −6,557−4.0% | Reduced |
| Principal Financial Group Inc | 161,761 | $23.3M | 0.02% | +10,520+7.0% | Added |
| Loomis Sayles & Co L P | 171,218 | $24.7M | 0.05% | −35,706−17.3% | Reduced |
| New York State Common Retirement Fund | 171,468 | $24.7M | 0.04% | −6,118−3.4% | Reduced |
| Millennium Management LLC | 171,754 | $24.8M | 0.03% | +171,754 | New |
| Prudential Financial Inc | 180,055 | $26.0M | 0.04% | +75,521+72.2% | Added |
| National Pension Service | 180,452 | $26.5M | 0.06% | −14,787−7.6% | Reduced |
| California State Teachers Retirement System | 193,446 | $27.9M | 0.05% | −1,639−0.8% | Reduced |
| Boston Private Wealth LLC | 197,924 | $28.6M | 0.42% | −5,918−2.9% | Reduced |
| Storebrand Asset Management AS | 209,882 | $30.3M | 0.18% | −8,435−3.9% | Reduced |
| Ameriprise Financial Inc | 210,524 | $30.4M | 0.01% | −14,478−6.4% | Reduced |
| LPL Financial LLC | 219,805 | $31.7M | 0.03% | +9,596+4.6% | Added |
| HM Payson & Co | 224,484 | $32.4M | 0.89% | −10,227−4.4% | Reduced |
| Commerce Bank | 225,017 | $32.5M | 0.28% | −5,804−2.5% | Reduced |
| Royal Bank of Canada | 226,779 | $32.7M | 0.01% | −213,377−48.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 229,150 | $33.1M | 0.13% | −40,920−15.2% | Reduced |
| Rhumbline Advisers | 229,571 | $33.1M | 0.05% | −19,810−7.9% | Reduced |
| Nissay Asset Management Corp | 231,362 | $33.4M | 0.35% | +37,220+19.2% | Added |
| Envestnet Asset Management Inc | 240,057 | $34.6M | 0.02% | +7,005+3.0% | Added |
| Deutsche Bank AG | 243,951 | $35.2M | 0.02% | −5,946−2.4% | Reduced |
| Douglas Lane & Associates, LLC | 249,682 | $36.0M | 0.67% | −26,947−9.7% | Reduced |
| Qube Research & Technologies Ltd | 253,238 | $36.5M | 0.23% | +253,238 | New |
| Boston Trust Walden Corp | 253,667 | $36.6M | 0.36% | −31,126−10.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 263,654 | $38.1M | 0.49% | +26,091+11.0% | Added |
| Schwartz Investment Counsel Inc | 277,450 | $40.0M | 2.06% | −53,000−16.0% | Reduced |
| JPMorgan Chase & Co | 280,079 | $40.4M | 0.01% | −33,031−10.5% | Reduced |
| Earnest Partners LLC | 282,342 | $40.7M | 0.27% | +6,406+2.3% | Added |
| London Co of Virginia | 284,284 | $41.0M | 0.26% | −3,708−1.3% | Reduced |
| Korea Investment CORP | 291,783 | $42.1M | 0.13% | +44,273+17.9% | Added |
| Fenimore Asset Management Inc | 293,292 | $42.3M | 1.22% | −281−0.1% | Reduced |
| King Luther Capital Management Corp | 296,209 | $42.7M | 0.26% | +502+0.2% | Added |
| Raymond James & Associates | 296,704 | $42.8M | 0.04% | +25,842+9.5% | Added |
| GW&K Investment Management, LLC | 301,844 | $43.6M | 0.48% | −2,944−1.0% | Reduced |
| Ensemble Capital Management, LLC | 315,206 | $45.5M | 5.12% | −59,825−16.0% | Reduced |
| Mackenzie Financial Corp | 327,722 | $47.3M | 0.08% | −7,216−2.2% | Reduced |
| Nuveen Asset Management, LLC | 337,521 | $48.7M | 0.02% | −25,881−7.1% | Reduced |
| Eaton Vance Management | 341,086 | $49.2M | 0.07% | −721−0.2% | Reduced |
| Intech Investment Management LLC | 374,344 | $54.0M | 0.41% | −29,063−7.2% | Reduced |
| Boston Financial Mangement LLC | 389,082 | $56.2M | 2.44% | +4,485+1.2% | Added |
| Amundi | 394,596 | $59.4M | 0.04% | −186,204−32.1% | Reduced |
| Rathbone Brothers plc | 435,100 | $62.8M | 0.77% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 489,415 | $70.6M | 0.02% | +91,197+22.9% | Added |
| Caisse de Depot Et Placement du Quebec | 494,138 | $71.3M | 0.21% | −541,975−52.3% | Reduced |
| Anchor Capital Advisors LLC | 497,964 | $71.9M | 1.98% | −16,455−3.2% | Reduced |
| First Trust Advisors LP | 502,662 | $72.5M | 0.09% | +64,325+14.7% | Added |
| Swiss National Bank | 507,982 | $73.3M | 0.05% | +1,400+0.3% | Added |
| CIBC Private Wealth Group, LLC | 521,447 | $75.3M | 0.20% | +18,920+3.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 541,455 | $78.1M | 0.22% | −36,176−6.3% | Reduced |
| Alliancebernstein L.P. | 543,089 | $78.4M | 0.04% | +3,085+0.6% | Added |
| Ninety One UK Ltd | 589,269 | $85.0M | 0.28% | +28,514+5.1% | Added |
| Fayez Sarofim & Co | 589,960 | $85.1M | 0.34% | −5,626−0.9% | Reduced |
| Charles Schwab Investment Management Inc | 595,209 | $85.9M | 0.03% | +18,702+3.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 605,641 | $87.4M | 0.07% | −8,190−1.3% | Reduced |
| UBS Asset Management Americas Inc | 619,854 | $89.5M | 0.05% | +68,932+12.5% | Added |
| Baird Financial Group, Inc. | 685,126 | $98.9M | 0.29% | +16,672+2.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 689,067 | $99.4M | 0.33% | +11,115+1.6% | Added |
| Bank of America Corp | 712,979 | $102.9M | 0.01% | +24,609+3.6% | Added |
| Veritas Investment Partners (UK) Ltd. | 789,382 | $114.0M | 3.86% | −180,234−18.6% | Reduced |
| TD Asset Management Inc | 784,831 | $115.3M | 0.14% | +647,363+470.9% | Added |
| Confluence Investment Management LLC | 809,756 | $116.9M | 1.95% | −2,169−0.3% | Reduced |
| Dimensional Fund Advisors LP | 832,621 | $120.2M | 0.05% | +2,077+0.3% | Added |
| Invesco Ltd. | 833,830 | $120.3M | 0.04% | −38,282−4.4% | Reduced |
| California Public Employees Retirement System | 842,323 | $121.6M | 0.11% | −10,392−1.2% | Reduced |
| Legal & General Group Plc | 861,453 | $124.3M | 0.05% | −107,598−11.1% | Reduced |
| Macquarie Group Ltd | 1,019,728 | $147.2M | 0.18% | −53,746−5.0% | Reduced |
| Norges Bank | 1,034,609 | $149.3M | 0.04% | −64,808−5.9% | Reduced |
| Bahl & Gaynor Inc | 1,035,250 | $149.4M | 0.99% | +168,251+19.4% | Added |
| Franklin Resources Inc | 1,064,488 | $153.6M | 0.08% | +167,808+18.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,065,835 | $153.8M | 0.49% | +997,275+1,454.6% | Added |
| Bank of New York Mellon Corp | 1,134,711 | $163.8M | 0.04% | +7,333+0.7% | Added |
| T. Rowe Price Investment Management, Inc. | 1,204,903 | $173.9M | 0.14% | +1,204,903 | New |
| Atlanta Capital Management Co L L C | 1,205,344 | $174.0M | 0.77% | +139,947+13.1% | Added |
| Northern Trust Corp | 1,278,258 | $184.5M | 0.04% | −16,855−1.3% | Reduced |
| Wells Fargo & Company | 1,378,749 | $199.0M | 0.07% | −12,252−0.9% | Reduced |
| Parnassus Investments | 1,460,419 | $210.8M | 0.55% | 00.0% | Unchanged |
| Barclays PLC | 1,545,444 | $223.0M | 0.25% | −40,571−2.6% | Reduced |
| Jensen Investment Management Inc | 1,717,678 | $247.9M | 2.16% | −18,980−1.1% | Reduced |
| Geode Capital Management, LLC | 2,415,486 | $348.3M | 0.05% | +62,497+2.7% | Added |
| Janus Henderson Group PLC | 3,110,763 | $448.9M | 0.34% | −174,513−5.3% | Reduced |
| Price T Rowe Associates Inc | 3,365,719 | $486.1M | 0.08% | −935,384−21.7% | Reduced |
| Baillie Gifford & Co | 3,618,585 | $522.2M | 0.54% | −49,872−1.4% | Reduced |
| APG Asset Management N.V. | 3,807,253 | $560.9M | 1.45% | −186,164−4.7% | Reduced |
| State Street Corp | 4,654,571 | $675.1M | 0.04% | +19,303+0.4% | Added |
| Morgan Stanley | 4,995,472 | $720.9M | 0.10% | +57,968+1.2% | Added |
| BlackRock Inc. | 9,830,478 | $1.42B | 0.05% | +64,035+0.7% | Added |
| Vanguard Group Inc | 14,043,423 | $2.03B | 0.06% | +131,997+0.9% | Added |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −370−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −175,578−100.0% | Sold out |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −125,350−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −36,170−100.0% | Sold out |
| Bright Rock Capital Management, LLC | 0 | $0 | 0.00% | −24,000−100.0% | Sold out |
| Ceera Investments, LLC | 0 | $0 | 0.00% | −15,122−100.0% | Sold out |
| PFG Advisors | 0 | $0 | 0.00% | −13,981−100.0% | Sold out |
| Catalyst Capital Advisors LLC | 0 | $0 | 0.00% | −12,331−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −10,363−100.0% | Sold out |