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 |
|---|---|---|---|---|---|
| Arizona State Retirement System | 32,187 | $4.64M | 0.05% | −403−1.2% | Reduced |
| State of Michigan Retirement System | 31,760 | $4.58M | 0.03% | +100+0.3% | Added |
| Amalgamated Bank | 31,650 | $4.57M | 0.04% | +89+0.3% | Added |
| Middleton & Co Inc | 31,067 | $4.48M | 0.68% | −4,908−13.6% | Reduced |
| Northstar Group, Inc. | 30,997 | $4.47M | 1.34% | +78+0.3% | Added |
| State of Alaska, Department of Revenue | 30,887 | $4.46M | 0.06% | +14,049+83.4% | Added |
| Aptus Capital Advisors, LLC | 30,576 | $4.43M | 0.14% | −26,830−46.7% | Reduced |
| Alaska Permanent Fund Corp | 30,428 | $4.39M | 0.08% | +8,242+37.1% | Added |
| Institutional & Family Asset Management, LLC | 29,947 | $4.32M | 0.78% | +2,763+10.2% | Added |
| Schroder Investment Management Group | 29,496 | $4.26M | 0.01% | −4,676−13.7% | Reduced |
| Appleton Partners Inc | 29,061 | $4.19M | 0.42% | +1,109+4.0% | Added |
| Brown Advisory Inc | 28,875 | $4.17M | 0.01% | +130.0% | Added |
| Great Lakes Advisors, LLC | 28,830 | $4.16M | 0.09% | −3,580−11.0% | Reduced |
| Greenleaf Trust | 28,701 | $4.14M | 0.06% | −631−2.2% | Reduced |
| Panagora Asset Management Inc | 28,631 | $4.13M | 0.03% | +5,901+26.0% | Added |
| HRT Financial LP | 27,691 | $4.00M | 0.04% | +27,691 | New |
| 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 |
| Nomura Asset Management Co Ltd | 27,459 | $3.96M | 0.03% | +1,013+3.8% | Added |
| Cullen/Frost Bankers, Inc. | 26,404 | $3.81M | 0.09% | +60.0% | Added |
| IFM Investors Pty Ltd | 24,568 | $3.55M | 0.06% | +5,945+31.9% | Added |
| Commonwealth Equity Services, LLC | 24,459 | $3.53M | 0.01% | −188−0.8% | Reduced |
| Xponance, Inc. | 24,043 | $3.47M | 0.07% | +1,494+6.6% | Added |
| First Republic Investment Management, Inc. | 24,035 | $3.47M | 0.01% | +862+3.7% | Added |
| Tredje AP-fonden | 23,907 | $3.45M | 0.07% | +23,907 | New |
| SEI Investments Co | 23,737 | $3.42M | 0.01% | −83−0.3% | Reduced |
| Parsons Capital Management Inc | 23,627 | $3.41M | 0.31% | −199−0.8% | Reduced |
| DnB Asset Management AS | 23,600 | $3.41M | 0.03% | −419−1.7% | Reduced |
| Security National Bank | 23,219 | $3.35M | 0.93% | −41−0.2% | Reduced |
| Goelzer Investment Management, Inc. | 23,099 | $3.33M | 0.33% | −1,025−4.2% | Reduced |
| Aureus Asset Management, LLC | 22,043 | $3.18M | 0.28% | −7,509−25.4% | Reduced |
| Brown Capital Management LLC | 22,030 | $3.18M | 0.04% | −100−0.5% | Reduced |
| First Hawaiian Bank | 22,018 | $3.18M | 0.12% | −1,651−7.0% | Reduced |
| Janney Montgomery Scott LLC | 21,753 | $3.14M | 0.01% | +318+1.5% | Added |
| Allianz Asset Management GmbH | 21,501 | $3.10M | 0.01% | +5,387+33.4% | Added |
| HighTower Trust Services, LTA | 21,451 | $3.10M | 0.34% | +21,451 | New |
| Intrust Bank NA | 21,055 | $3.04M | 0.47% | −76−0.4% | Reduced |
| 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 |
| Utah Retirement Systems | 20,891 | $3.02M | 0.05% | +100+0.5% | Added |
| Cypress Capital Management LLC | 20,775 | $3.00M | 0.56% | +80+0.4% | Added |
| Andra AP-fonden | 20,500 | $2.96M | 0.10% | −1,100−5.1% | Reduced |
| Squarepoint Ops LLC | 20,407 | $2.94M | 0.03% | +10,528+106.6% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 20,341 | $2.94M | 0.02% | −1,868−8.4% | Reduced |
| Mariner, LLC | 20,082 | $2.90M | 0.01% | +2,357+13.3% | Added |
| AlphaCrest Capital Management LLC | 19,987 | $2.88M | 0.18% | +10,925+120.6% | Added |
| Brinker Capital Investments, LLC | 19,985 | $2.88M | 0.06% | −4,320−17.8% | Reduced |
| Burney Co | 19,966 | $2.88M | 0.16% | −193−1.0% | Reduced |
| Kestra Private Wealth Services, LLC | 19,726 | $2.85M | 0.16% | +2,950+17.6% | Added |
| Griffin Asset Management, Inc. | 19,636 | $2.83M | 0.47% | −434−2.2% | Reduced |
| Point72 Hong Kong Ltd | 19,404 | $2.80M | 0.17% | +9,594+97.8% | Added |
| Cynosure Management, LLC | 19,311 | $2.79M | 2.98% | +85+0.4% | Added |
| Gulf International Bank (UK) Ltd | 19,262 | $2.78M | 0.05% | 00.0% | Unchanged |
| Fruth Investment Management | 18,800 | $2.71M | 0.90% | −750−3.8% | Reduced |
| Garrison Asset Management, LLC | 18,554 | $2.68M | 1.89% | −18−0.1% | Reduced |
| New York Life Investment Management LLC | 18,398 | $2.65M | 0.03% | −37−0.2% | Reduced |
| USS Investment Management Ltd | 18,338 | $2.65M | 0.04% | −8,624−32.0% | Reduced |
| M&T Bank Corp | 17,959 | $2.59M | 0.01% | +324+1.8% | Added |
| Long Road Investment Counsel, LLC | 17,950 | $2.59M | 1.42% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 17,153 | $2.48M | 0.04% | −389−2.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,147 | $2.48M | 0.02% | +79+0.5% | 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 |
| MML Investors Services, LLC | 16,878 | $2.44M | 0.02% | +2,821+20.1% | Added |
| Teacher Retirement System of Texas | 16,864 | $2.43M | 0.02% | −1,061−5.9% | Reduced |
| Creative Planning | 16,767 | $2.42M | 0.00% | +1,108+7.1% | Added |
| AQR Capital Management LLC | 16,733 | $2.42M | 0.01% | −2,498−13.0% | Reduced |
| HighTower Advisors, LLC | 16,777 | $2.41M | 0.01% | −223−1.3% | Reduced |
| Gateway Investment Advisers LLC | 16,565 | $2.39M | 0.03% | −114−0.7% | Reduced |
| Texas Permanent School Fund | 16,446 | $2.37M | 0.04% | +1,223+8.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 16,279 | $2.35M | 0.02% | +13,425+470.4% | Added |
| Mutual of America Capital Management LLC | 16,231 | $2.34M | 0.03% | +245+1.5% | Added |
| Candriam Luxembourg S.C.A. | 16,189 | $2.34M | 0.02% | +10,249+172.5% | Added |
| Fiera Capital Corp | 16,090 | $2.32M | 0.01% | −4,175−20.6% | Reduced |
| Advisory Services Network, LLC | 15,902 | $2.29M | 0.08% | −892−5.3% | Reduced |
| Guggenheim Capital LLC | 15,862 | $2.29M | 0.02% | −2,307−12.7% | Reduced |
| TownSquare Capital, LLC | 15,837 | $2.29M | 0.07% | −30−0.2% | Reduced |
| Bank of Nova Scotia | 15,742 | $2.27M | 0.01% | +918+6.2% | Added |
| Comerica Bank | 15,935 | $2.27M | 0.02% | +90+0.6% | Added |
| CIBC Asset Management Inc | 15,699 | $2.27M | 0.01% | −32,294−67.3% | Reduced |
| Rafferty Asset Management, LLC | 15,676 | $2.26M | 0.02% | −34,870−69.0% | Reduced |
| Sugarloaf Wealth Management, LLC | 15,630 | $2.26M | 0.58% | +429+2.8% | Added |
| Handelsbanken Fonder AB | 15,393 | $2.22M | 0.01% | +921+6.4% | Added |
| First National Trust Co | 15,263 | $2.20M | 0.13% | +10.0% | Added |
| Snowden Capital Advisors LLC | 15,139 | $2.18M | 0.10% | −300−1.9% | Reduced |
| Suncoast Equity Management | 15,070 | $2.17M | 0.43% | −200−1.3% | Reduced |
| HBK Sorce Advisory LLC | 14,937 | $2.16M | 0.14% | +1,002+7.2% | Added |
| PGGM Investments | 14,581 | $2.10M | 0.04% | +14,581 | New |
| Bowling Portfolio Management LLC | 14,526 | $2.10M | 0.58% | −561−3.7% | Reduced |
| Verition Fund Management LLC | 14,383 | $2.08M | 0.03% | +9,710+207.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 14,288 | $2.06M | 0.10% | −52−0.4% | Reduced |
| Jackson Wealth Management, LLC | 14,190 | $2.05M | 0.40% | +14,190 | New |
| Czech National Bank | 13,623 | $1.97M | 0.06% | +13,623 | New |
| Ergoteles LLC | 13,454 | $1.94M | 0.07% | +13,454 | New |
| Twinbeech Capital LP | 13,458 | $1.94M | 0.05% | +13,458 | New |
| Castellan Group, LLC | 13,435 | $1.94M | 1.51% | +1,339+11.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 13,315 | $1.92M | 0.01% | +962+7.8% | Added |
| Public Employees Retirement Association of Colorado | 13,314 | $1.92M | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 13,261 | $1.91M | 0.03% | +7,531+131.4% | Added |
| Stratos Wealth Partners, LTD. | 13,085 | $1.89M | 0.05% | −1,314−9.1% | Reduced |