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 |
|---|---|---|---|---|---|
| Siemens Fonds Invest GmbH | 13,041 | $1.88M | 0.22% | +369+2.9% | Added |
| SRN Advisors, LLC | 13,007 | $1.88M | 1.57% | −272−2.0% | Reduced |
| Occidental Asset Management, LLC | 12,932 | $1.87M | 0.56% | +392+3.1% | Added |
| R.m.sincerbeaux Capital Management LLC | 12,900 | $1.86M | 1.47% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 12,824 | $1.85M | 0.65% | −14−0.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 12,809 | $1.85M | 0.03% | +394+3.2% | Added |
| Buckhead Capital Management LLC | 12,780 | $1.84M | 0.48% | −111−0.9% | Reduced |
| Daiwa Securities Group Inc. | 12,685 | $1.83M | 0.02% | −388−3.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 12,680 | $1.83M | 0.00% | −154−1.2% | Reduced |
| Oppenheimer Asset Management Inc. | 12,617 | $1.82M | 0.03% | +36+0.3% | Added |
| Public Sector Pension Investment Board | 12,526 | $1.81M | 0.02% | +1,250+11.1% | Added |
| Dynamic Technology Lab Private Ltd | 12,512 | $1.81M | 0.18% | +12,512 | New |
| Whittier Trust Co | 12,454 | $1.80M | 0.04% | −400−3.1% | Reduced |
| Schechter Investment Advisors, LLC | 11,971 | $1.73M | 0.17% | −973−7.5% | Reduced |
| Kestra Advisory Services, LLC | 11,845 | $1.71M | 0.02% | +2,217+23.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,779 | $1.70M | 0.04% | +144+1.2% | Added |
| Lee Financial Co | 11,590 | $1.67M | 0.31% | +21+0.2% | Added |
| Mraz, Amerine & Associates, Inc. | 11,452 | $1.65M | 0.44% | 00.0% | Unchanged |
| Regions Financial Corp | 11,296 | $1.63M | 0.02% | +976+9.5% | Added |
| Leavell Investment Management, Inc. | 11,225 | $1.63M | 0.13% | 00.0% | Unchanged |
| Hartford Investment Management Co | 11,220 | $1.62M | 0.05% | −58−0.5% | Reduced |
| Lantz Financial LLC | 11,164 | $1.61M | 0.84% | −93−0.8% | Reduced |
| Dividend Assets Capital, LLC | 11,152 | $1.61M | 0.37% | −75−0.7% | Reduced |
| Wimmer Associates 1, LLC | 10,731 | $1.61M | 1.07% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 11,011 | $1.59M | 0.01% | +667+6.4% | Added |
| FORA Capital, LLC | 10,959 | $1.58M | 0.30% | +9,477+639.5% | Added |
| Zurich Insurance Group Ltd | 10,600 | $1.53M | 0.02% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 10,592 | $1.53M | 0.02% | +10,592 | New |
| National Bank of Canada | 10,374 | $1.52M | 0.01% | −736−6.6% | Reduced |
| Atria Investments LLC | 10,513 | $1.52M | 0.03% | −440−4.0% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,046 | $1.45M | 0.02% | +684+7.3% | Added |
| Dean Investment Associates, LLC | 10,034 | $1.45M | 0.30% | −163−1.6% | Reduced |
| Swedbank AB | 9,891 | $1.43M | 0.00% | +6,687+208.7% | Added |
| American Century Companies Inc | 9,838 | $1.42M | 0.00% | +560+6.0% | Added |
| Roundview Capital LLC | 9,747 | $1.41M | 0.18% | +383+4.1% | Added |
| Westpac Banking Corp | 9,724 | $1.40M | 0.02% | 00.0% | Unchanged |
| AGF Investments LLC | 9,716 | $1.40M | 0.13% | +3,065+46.1% | Added |
| Securian Asset Management, Inc | 9,666 | $1.40M | 0.04% | +200+2.1% | Added |
| Echo Street Capital Management LLC | 9,466 | $1.37M | 0.01% | +1,875+24.7% | Added |
| Silvercrest Asset Management Group LLC | 9,460 | $1.36M | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 9,302 | $1.34M | 0.12% | +9,302 | New |
| Mercer Global Advisors Inc | 9,244 | $1.33M | 0.01% | +338+3.8% | Added |
| SNS Financial Group, LLC | 9,186 | $1.33M | 0.19% | +40.0% | Added |
| Neuberger Berman Group LLC | 9,227 | $1.33M | 0.00% | +114+1.3% | Added |
| Northwest Investment Counselors, LLC | 9,206 | $1.33M | 0.44% | −106−1.1% | Reduced |
| CIBC World Markets Corp | 9,180 | $1.32M | 0.02% | −6,547−41.6% | Reduced |
| Kentucky Retirement Systems | 9,176 | $1.32M | 0.06% | +476+5.5% | Added |
| Oxbow Advisors, LLC | 9,097 | $1.31M | 0.21% | −890−8.9% | Reduced |
| Maryland State Retirement & Pension System | 9,048 | $1.31M | 0.11% | +297+3.4% | Added |
| Oregon Public Employees Retirement Fund | 8,990 | $1.30M | 0.02% | −22−0.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 8,970 | $1.29M | 0.08% | −170−1.9% | Reduced |
| Engineers Gate Manager LP | 8,869 | $1.28M | 0.08% | +1,229+16.1% | Added |
| Mount Yale Investment Advisors, LLC | 8,783 | $1.27M | 0.17% | +87+1.0% | Added |
| Norinchukin Bank, The | 8,782 | $1.27M | 0.03% | +945+12.1% | Added |
| Zions Bancorporation, N.A. | 8,715 | $1.26M | 0.13% | +1,384+18.9% | Added |
| Vestcor Inc | 8,690 | $1.25M | 0.05% | +43+0.5% | Added |
| Koshinski Asset Management, Inc. | 8,589 | $1.24M | 0.15% | −13−0.2% | Reduced |
| Man Group plc | 8,400 | $1.21M | 0.01% | – | – |
| Henshaw Capital LLC | 8,278 | $1.19M | 0.09% | +36+0.4% | Added |
| Strengthening Families & Communities, LLC | 8,273 | $1.19M | 0.62% | +758+10.1% | Added |
| Guardian Wealth Advisors, LLC | 8,191 | $1.19M | 0.22% | −155−1.9% | Reduced |
| Allstate Corp | 8,197 | $1.18M | 0.03% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 8,064 | $1.16M | 0.96% | +301+3.9% | Added |
| PDT Partners, LLC | 8,023 | $1.16M | 0.18% | +8,023 | New |
| Nippon Life Global Investors Americas, Inc. | 7,930 | $1.14M | 0.08% | −21,990−73.5% | Reduced |
| Illinois Municipal Retirement Fund | 7,761 | $1.12M | 0.03% | 00.0% | Unchanged |
| Atlas Private Wealth Management | 7,667 | $1.11M | 0.80% | +582+8.2% | Added |
| Achmea Investment Management B.V. | 7,664 | $1.11M | 0.04% | −506−6.2% | Reduced |
| AdvisorShares Investments LLC | 7,629 | $1.10M | 0.30% | 00.0% | Unchanged |
| Meyer Handelman Co | 7,625 | $1.10M | 0.05% | 00.0% | Unchanged |
| Welch & Forbes LLC | 7,531 | $1.09M | 0.02% | +550+7.9% | Added |
| Pegasus Partners Ltd. | 7,512 | $1.08M | 0.22% | −104−1.4% | Reduced |
| Louisiana State Employees Retirement System | 7,500 | $1.08M | 0.03% | +100+1.4% | Added |
| Ethic Inc. | 7,384 | $1.07M | 0.07% | +3,458+88.1% | Added |
| Holocene Advisors, LP | 7,298 | $1.05M | 0.01% | −54,262−88.1% | Reduced |
| Nordea Investment Management AB | 7,110 | $1.05M | 0.00% | +102+1.5% | Added |
| Fiduciary Planning LLC | 7,252 | $1.05M | 0.54% | −133−1.8% | Reduced |
| Natixis | 7,219 | $1.04M | 0.00% | +2,126+41.7% | Added |
| Tilia Fiduciary Partners, Inc. | 7,226 | $1.03M | 1.04% | +148+2.1% | Added |
| Laurel Wealth Advisors, Inc. | 7,106 | $1.02M | 0.11% | +1,505+26.9% | Added |
| Magnetar Financial LLC | 7,073 | $1.02M | 0.01% | +7,073 | New |
| Kesler, Norman & Wride, LLC | 7,036 | $1.01M | 0.28% | +35+0.5% | Added |
| ING Groep NV | 6,967 | $1.00M | 0.02% | +6,967 | New |
| Wealthfront Advisers LLC | 6,950 | $1.00M | 0.01% | +1,881+37.1% | Added |
| EFG Asset Management (Americas) Corp. | 6,871 | $992.0K | 0.25% | −329−4.6% | Reduced |
| Sompo Asset Management Co., Ltd. | 6,880 | $992.0K | 0.25% | +1,980+40.4% | Added |
| Metropolitan Life Insurance Co | 6,870 | $991.5K | 0.05% | −81−1.2% | Reduced |
| CenterBook Partners LP | 6,868 | $991.0K | 0.19% | −7,566−52.4% | Reduced |
| Park Avenue Securities LLC | 6,859 | $990.0K | 0.02% | −283−4.0% | Reduced |
| Ossiam | 6,855 | $989.0K | 0.03% | +1,182+20.8% | Added |
| Jacobsen Capital Management | 6,808 | $983.0K | 0.56% | −4,063−37.4% | Reduced |
| Montag & Caldwell, LLC | 6,791 | $980.0K | 0.15% | +247+3.8% | Added |
| AE Wealth Management LLC | 6,772 | $977.0K | 0.01% | −3,028−30.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 6,730 | $971.0K | 0.00% | +300+4.7% | Added |
| Advisor Partners II, LLC | 6,672 | $963.0K | 0.07% | +6,672 | New |
| Seeyond | 6,570 | $948.0K | 0.11% | −1,254−16.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 6,536 | $943.0K | 0.21% | +6,536 | New |
| Wambolt & Associates, LLC | 6,485 | $936.0K | 0.40% | −195−2.9% | Reduced |
| Tiaa, FSB | 6,475 | $934.0K | 0.00% | −1,147−15.0% | Reduced |
| Spears Abacus Advisors LLC | 6,460 | $932.0K | 0.09% | 00.0% | Unchanged |