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 |
|---|---|---|---|---|---|
| Copeland Capital Management, LLC | 113,824 | $16.4M | 0.54% | −1,471−1.3% | Reduced |
| FMR LLC | 113,011 | $16.3M | 0.00% | +22,245+24.5% | Added |
| O'Brien Greene & Co. Inc | 111,864 | $16.1M | 2.14% | +75,530+207.9% | Added |
| Bath Savings Trust Co | 107,496 | $15.5M | 2.16% | +406+0.4% | Added |
| Great West Life Assurance Co | 106,130 | $15.3M | 0.04% | −875−0.8% | Reduced |
| Wendell David Associates Inc | 104,545 | $15.1M | 2.03% | +2,015+2.0% | Added |
| Nicholas Company, Inc. | 103,025 | $14.9M | 0.34% | −11,505−10.0% | Reduced |
| Connectus Wealth, LLC | 10,151 | $14.7M | 0.31% | −93,360−90.2% | Reduced |
| Truist Financial Corp | 96,414 | $13.9M | 0.03% | −5,948−5.8% | Reduced |
| Pinebridge Investments, L.P. | 95,062 | $13.7M | 0.18% | +9,449+11.0% | Added |
| UBS Group AG | 92,043 | $13.3M | 0.01% | −10,191−10.0% | Reduced |
| Citigroup Inc | 91,591 | $13.2M | 0.02% | +12,127+15.3% | Added |
| FIL Ltd | 90,461 | $13.1M | 0.02% | −53,688−37.2% | Reduced |
| Kelly Lawrence W & Associates Inc | 90,016 | $13.0M | 3.63% | +875+1.0% | Added |
| Diamond Hill Capital Management Inc | 89,420 | $12.9M | 0.06% | −1,080−1.2% | Reduced |
| State of Tennessee, Treasury Department | 88,589 | $12.8M | 0.06% | +9,989+12.7% | Added |
| Walter Public Investments Inc. | 88,244 | $12.7M | 4.47% | +5,688+6.9% | Added |
| Manufacturers Life Insurance Company, The | 88,045 | $12.7M | 0.01% | +8,298+10.4% | Added |
| Core Alternative Capital | 87,598 | $12.6M | 2.02% | +31,932+57.4% | Added |
| Vigilant Capital Management, LLC | 85,206 | $12.3M | 1.16% | −322−0.4% | Reduced |
| First National Bank of Omaha | 84,317 | $12.2M | 0.80% | −10,132−10.7% | Reduced |
| Advisors Asset Management, Inc. | 80,000 | $11.5M | 0.23% | −6,586−7.6% | Reduced |
| AXA S.A. | 77,311 | $11.2M | 0.04% | −4,728−5.8% | Reduced |
| Russell Investments Group, Ltd. | 76,807 | $11.1M | 0.02% | −4,605−5.7% | Reduced |
| State of Wisconsin Investment Board | 75,632 | $10.9M | 0.03% | −13,678−15.3% | Reduced |
| Southernsun Asset Management, LLC | 75,237 | $10.9M | 1.34% | −250−0.3% | Reduced |
| Natixis Advisors, L.P. | 73,007 | $10.5M | 0.04% | +5,433+8.0% | Added |
| Washington Trust Co | 72,598 | $10.5M | 0.53% | −519−0.7% | Reduced |
| Fulton Breakefield Broenniman LLC | 72,156 | $10.4M | 0.98% | −957−1.3% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 71,843 | $10.4M | 0.04% | +787+1.1% | Added |
| Voya Investment Management LLC | 71,833 | $10.4M | 0.01% | −1,213−1.7% | Reduced |
| Congress Wealth Management LLC | 71,414 | $10.3M | 0.28% | +1,360+1.9% | Added |
| Victory Capital Management Inc | 70,803 | $10.2M | 0.01% | −15,590−18.0% | Reduced |
| BNP Paribas Arbitrage, SA | 68,873 | $9.94M | 0.03% | +19,775+40.3% | Added |
| Stifel Financial Corp | 68,774 | $9.93M | 0.02% | +3,817+5.9% | Added |
| Toronto Dominion Bank | 67,612 | $9.75M | 0.02% | −9,394−12.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 67,486 | $9.74M | 0.12% | +226+0.3% | Added |
| The PNC Financial Services Group, Inc. | 66,830 | $9.64M | 0.01% | +1,876+2.9% | Added |
| Bank of Montreal | 58,577 | $9.60M | 0.01% | −59,675−50.5% | Reduced |
| Crossmark Global Holdings, Inc. | 66,151 | $9.55M | 0.26% | +53,688+430.8% | Added |
| Colony Group LLC | 64,690 | $9.34M | 0.16% | +247+0.4% | Added |
| Mn Services Vermogensbeheer B.V. | 63,830 | $9.21M | 0.10% | −4,800−7.0% | Reduced |
| State of New Jersey Common Pension Fund D | 63,607 | $9.18M | 0.04% | +1,925+3.1% | Added |
| McRae Capital Management Inc | 63,254 | $9.13M | 2.78% | −650−1.0% | Reduced |
| Asset Management One Co.,Ltd. | 61,649 | $8.90M | 0.05% | +6,323+11.4% | Added |
| 1623 Capital LLC | 59,700 | $8.62M | 5.76% | +3,400+6.0% | Added |
| Public Employees Retirement System of Ohio | 59,242 | $8.55M | 0.04% | +587+1.0% | Added |
| FineMark National Bank & Trust | 55,907 | $8.07M | 0.40% | −426−0.8% | Reduced |
| Manning & Napier Group, LLC | 55,420 | $8.00M | 0.10% | −877−1.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 53,779 | $7.76M | 0.03% | −12,608−19.0% | Reduced |
| Logan Capital Management Inc | 53,678 | $7.75M | 0.46% | −68−0.1% | Reduced |
| DekaBank Deutsche Girozentrale | 52,429 | $7.65M | 0.02% | +1,262+2.5% | Added |
| 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 |
| Vision Capital Management, Inc. | 51,841 | $7.48M | 1.54% | −6,080−10.5% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 52,442 | $7.48M | 0.09% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 50,839 | $7.34M | 0.72% | −1,242−2.4% | Reduced |
| Treasurer of the State of North Carolina | 50,012 | $7.22M | 0.05% | −976−1.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 49,400 | $7.13M | 0.02% | −72,700−59.5% | Reduced |
| Blair William & Co | 47,902 | $6.91M | 0.03% | +3,197+7.2% | Added |
| Cyrus J. Lawrence, LLC | 47,542 | $6.86M | 2.03% | −692−1.4% | Reduced |
| Pictet Asset Management SA | 47,355 | $6.83M | 0.01% | −554−1.2% | Reduced |
| Alley Investment Management Company, LLC | 47,291 | $6.83M | 1.36% | −277−0.6% | Reduced |
| Alberta Investment Management Corp | 47,286 | $6.82M | 0.05% | 00.0% | Unchanged |
| US Bancorp | 46,700 | $6.74M | 0.01% | −349−0.7% | Reduced |
| Advisor Group Holdings, Inc. | 45,514 | $6.58M | 0.02% | −11,834−20.6% | Reduced |
| Nisa Investment Advisors, LLC | 44,455 | $6.42M | 0.05% | +63+0.1% | Added |
| Independent Advisor Alliance | 44,025 | $6.35M | 0.37% | +30.0% | Added |
| Hamilton Point Investment Advisors, LLC | 43,517 | $6.31M | 1.92% | +102+0.2% | Added |
| Addenda Capital Inc. | 43,167 | $6.26M | 0.29% | −4,262−9.0% | Reduced |
| Marks Group Wealth Management, Inc | 43,139 | $6.23M | 0.95% | +432+1.0% | Added |
| McCollum Christoferson Group LLC | 42,676 | $6.16M | 2.06% | −519−1.2% | Reduced |
| Ensign Peak Advisors, Inc | 42,467 | $6.13M | 0.02% | +1,395+3.4% | Added |
| Captrust Financial Advisors | 42,136 | $6.08M | 0.04% | +4,391+11.6% | Added |
| Voloridge Investment Management, LLC | 41,665 | $6.01M | 0.03% | +41,665 | New |
| Santa Monica Partners LP | 40,793 | $5.89M | 4.41% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 40,288 | $5.81M | 0.02% | +1,950+5.1% | Added |
| Mattern Capital Management, LLC | 39,785 | $5.74M | 1.20% | −992−2.4% | Reduced |
| Running Oak Capital LLC | 39,562 | $5.71M | 1.97% | +39,562 | New |
| Retirement Systems of Alabama | 38,936 | $5.62M | 0.03% | +74+0.2% | Added |
| Royal London Asset Management Ltd | 38,426 | $5.55M | 0.03% | −70−0.2% | Reduced |
| Bell Asset Management Ltd | 38,323 | $5.53M | 1.12% | −7,612−16.6% | Reduced |
| Trexquant Investment LP | 36,180 | $5.22M | 0.18% | +36,180 | New |
| British Columbia Investment Management Corp | 35,726 | $5.16M | 0.06% | −29,379−45.1% | Reduced |
| GHP Investment Advisors, Inc. | 35,654 | $5.15M | 0.39% | +522+1.5% | Added |
| MetLife Investment Management | 35,499 | $5.12M | 0.04% | −406−1.1% | Reduced |
| Buffington Mohr McNeal | 34,732 | $5.01M | 1.21% | −694−2.0% | Reduced |
| ProShare Advisors LLC | 34,442 | $4.97M | 0.02% | −5,306−13.3% | Reduced |
| Aviva PLC | 34,105 | $4.92M | 0.03% | −8,469−19.9% | Reduced |
| Palmer Knight Co | 33,841 | $4.88M | 4.60% | +2,085+6.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 33,616 | $4.85M | 0.12% | −677−2.0% | Reduced |
| Tudor Investment Corp Et Al | 33,365 | $4.82M | 0.12% | +33,365 | New |
| KBC Group NV | 33,311 | $4.81M | 0.02% | +16,922+103.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 33,256 | $4.80M | 0.03% | +7,618+29.7% | Added |
| Amica Mutual Insurance Co | 33,131 | $4.78M | 0.68% | −11,737−26.2% | Reduced |
| American International Group, Inc. | 33,029 | $4.77M | 0.03% | −768−2.3% | Reduced |
| Forsta Ap-Fonden | 33,000 | $4.76M | 0.06% | +200+0.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 32,979 | $4.76M | 0.48% | +32,979 | New |
| American Money Management, LLC | 32,915 | $4.75M | 1.45% | −1,369−4.0% | Reduced |
| Fifth Third Bancorp | 32,325 | $4.67M | 0.02% | −402−1.2% | Reduced |