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 |
|---|---|---|---|---|---|
| Regentatlantic Capital LLC | 6,428 | $928.0K | 0.03% | +160+2.6% | Added |
| CIBC World Markets Inc. | 6,431 | $928.0K | 0.00% | +6,431 | New |
| Benjamin Edwards Inc | 6,212 | $897.0K | 0.27% | −51−0.8% | Reduced |
| MAI Capital Management | 6,202 | $895.0K | 0.02% | −155−2.4% | Reduced |
| Hilltop Holdings Inc. | 6,138 | $886.0K | 0.12% | −290−4.5% | Reduced |
| Biltmore Family Office, LLC | 6,048 | $877.0K | 0.20% | 00.0% | Unchanged |
| Cetera Investment Advisers | 5,960 | $860.0K | 0.02% | −77−1.3% | Reduced |
| New Mexico Educational Retirement Board | 5,950 | $859.0K | 0.05% | −500−7.8% | Reduced |
| TCTC Holdings, LLC | 5,925 | $855.0K | 0.04% | 00.0% | Unchanged |
| JustInvest LLC | 5,894 | $851.0K | 0.04% | +1,408+31.4% | Added |
| Crawford Investment Counsel Inc | 5,845 | $844.0K | 0.02% | −70−1.2% | Reduced |
| Bayesian Capital Management, LP | 5,700 | $823.0K | 0.17% | +5,700 | New |
| XTX Topco Ltd | 5,562 | $803.0K | 0.20% | +5,562 | New |
| Vestmark Advisory Solutions, Inc. | 5,512 | $795.0K | 0.04% | +1,344+32.2% | Added |
| Hantz Financial Services, Inc. | 5,453 | $787.0K | 0.03% | −1,907−25.9% | Reduced |
| Prospera Financial Services Inc | 5,401 | $779.0K | 0.04% | −56−1.0% | Reduced |
| CWS Financial Advisors, LLC | 5,385 | $777.0K | 0.37% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 5,364 | $774.0K | 0.01% | +69+1.3% | Added |
| ExodusPoint Capital Management, LP | 5,359 | $773.0K | 0.01% | −2,874−34.9% | Reduced |
| Bessemer Group Inc | 5,331 | $770.0K | 0.00% | −128−2.3% | Reduced |
| Private Advisor Group, LLC | 5,305 | $765.0K | 0.01% | −10,050−65.5% | Reduced |
| H. L. Ormond & Company, LLC | 5,268 | $760.0K | 1.22% | −44−0.8% | Reduced |
| Legacy Advisors, LLC | 5,240 | $760.0K | 0.17% | +719+15.9% | Added |
| Eqis Capital Management, Inc. | 5,136 | $741.2K | 0.09% | −133−2.5% | Reduced |
| Jump Financial, LLC | 5,065 | $731.0K | 0.03% | +5,065 | New |
| Thrivent Financial for Lutherans | 5,000 | $722.0K | 0.00% | +25+0.5% | Added |
| American Portfolios Advisors | 4,987 | $719.7K | 0.03% | +148+3.1% | Added |
| O'Shaughnessy Asset Management, LLC | 4,965 | $717.0K | 0.01% | +320+6.9% | Added |
| Umb Bank N A | 4,848 | $699.0K | 0.01% | +10.0% | Added |
| Symmetry Partners, LLC | 4,801 | $693.0K | 0.05% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 4,776 | $689.0K | 0.78% | −45−0.9% | Reduced |
| Fiduciary Trust Co | 4,747 | $685.0K | 0.01% | +206+4.5% | Added |
| Sawtooth Solutions, LLC | 4,606 | $665.0K | 0.10% | −968−17.4% | Reduced |
| Naples Global Advisors, LLC | 4,555 | $661.0K | 0.09% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 4,564 | $659.0K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 4,531 | $654.0K | 0.04% | −500−9.9% | Reduced |
| Wall Street Access Asset Management, LLC | 4,500 | $649.0K | 0.47% | −1,410−23.9% | Reduced |
| Sepio Capital, LP | 4,495 | $649.0K | 0.06% | −988−18.0% | Reduced |
| Investment Management of Virginia LLC | 4,470 | $645.0K | 0.14% | −450−9.1% | Reduced |
| GWM Advisors LLC | 4,428 | $639.0K | 0.01% | −1,145−20.5% | Reduced |
| ETF Managers Group, LLC | 4,414 | $637.0K | 0.02% | +184+4.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 4,354 | $628.0K | 0.02% | −331−7.1% | Reduced |
| Gsa Capital Partners LLP | 4,343 | $627.0K | 0.08% | +4,343 | New |
| Quadrant Capital Group LLC | 4,321 | $624.0K | 0.08% | +49+1.1% | Added |
| Unigestion Holding SA | 4,225 | $621.0K | 0.04% | +4,225 | New |
| Accredited Investors Inc. | 4,298 | $620.0K | 0.07% | +3+0.1% | Added |
| DT Investment Partners, LLC | 4,272 | $617.0K | 0.10% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 4,251 | $614.0K | 0.01% | +2,644+164.5% | Added |
| Teamwork Financial Advisors, LLC | 4,244 | $613.0K | 0.13% | −2,768−39.5% | Reduced |
| Pathstone Family Office, LLC | 4,153 | $611.5K | 0.01% | +1,183+39.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 4,201 | $606.0K | 0.06% | +196+4.9% | Added |
| Raymond James Trust N.A. | 4,171 | $602.0K | 0.02% | +628+17.7% | Added |
| Banque Pictet & Cie SA | 4,127 | $595.6K | 0.01% | +4,127 | New |
| Aquatic Capital Management LLC | 4,100 | $592.0K | 0.06% | +4,100 | New |
| National Asset Management, Inc. | 4,053 | $587.0K | 0.02% | −184−4.3% | Reduced |
| Ropes Wealth Advisors LLC | 4,070 | $587.0K | 0.12% | 00.0% | Unchanged |
| Huntington National Bank | 4,067 | $587.0K | 0.01% | +32+0.8% | Added |
| East Coast Asset Management, LLC. | 4,013 | $579.0K | 0.33% | 00.0% | Unchanged |
| Bank Ozk | 4,000 | $577.0K | 0.31% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 3,989 | $576.0K | 0.00% | +423+11.9% | Added |
| Amica Retiree Medical Trust | 3,975 | $574.0K | 0.72% | −878−18.1% | Reduced |
| Advisors Preferred, LLC | 3,825 | $570.0K | 0.73% | −1,080−22.0% | Reduced |
| Clarkston Capital Partners, LLC | 3,900 | $563.0K | 0.01% | −500−11.4% | Reduced |
| Ashfield Capital Partners, LLC | 3,832 | $553.0K | 0.05% | 00.0% | Unchanged |
| Veritable, L.P. | 3,804 | $549.0K | 0.01% | +124+3.4% | Added |
| TrinityPoint Wealth, LLC | 3,783 | $546.0K | 0.12% | +209+5.8% | Added |
| Wellington Management Group LLP | 3,770 | $544.0K | 0.00% | +641+20.5% | Added |
| 1832 Asset Management L.P. | 3,742 | $540.0K | 0.00% | +3,342+835.5% | Added |
| Cedar Mountain Advisors, LLC | 3,729 | $538.0K | 0.18% | +3+0.1% | Added |
| Davy Global Fund Management Ltd | 3,677 | $531.0K | 0.12% | −309−7.8% | Reduced |
| TD Waterhouse Canada Inc. | 3,417 | $530.9K | 0.01% | +2,772+429.8% | Added |
| Ieq Capital, LLC | 3,638 | $525.0K | 0.01% | +1,168+47.3% | Added |
| Eukles Asset Management | 3,602 | $520.0K | 0.34% | −10−0.3% | Reduced |
| Platform Technology Partners | 3,566 | $515.0K | 0.29% | +26+0.7% | Added |
| Cetera Advisor Networks LLC | 3,506 | $506.0K | 0.01% | −277−7.3% | Reduced |
| SG Americas Securities, LLC | 3,413 | $493.0K | 0.01% | −13,742−80.1% | Reduced |
| Assenagon Asset Management S.A. | 3,418 | $493.0K | 0.00% | −3,057−47.2% | Reduced |
| Fort, L.P. | 3,407 | $492.0K | 0.61% | −2,199−39.2% | Reduced |
| Mission Wealth Management, LP | 3,404 | $491.0K | 0.03% | +33+1.0% | Added |
| Paradigm Asset Management Co LLC | 3,400 | $490.7K | 0.16% | −500−12.8% | Reduced |
| Ironwood Investment Counsel, LLC | 6,894 | $490.0K | 0.14% | −1,337−16.2% | Reduced |
| JSF Financial, LLC | 3,379 | $488.0K | 0.19% | +3,379 | New |
| Gyroscope Capital Management Group, LLC | 3,360 | $485.0K | 0.19% | +3,360 | New |
| FDx Advisors, Inc. | 3,346 | $483.0K | 0.02% | −727−17.8% | Reduced |
| D.B. Root & Company, LLC | 3,300 | $476.0K | 0.22% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 3,279 | $473.0K | 0.18% | +612+22.9% | Added |
| Gateway Advisory, LLC | 3,223 | $465.0K | 0.12% | 00.0% | Unchanged |
| Websterrogers Financial Advisors, LLC | 3,210 | $463.0K | 0.24% | 00.0% | Unchanged |
| Wedmont Private Capital | 3,202 | $462.0K | 0.09% | +995+45.1% | Added |
| Wealth Alliance | 3,199 | $461.0K | 0.09% | −386−10.8% | Reduced |
| CWM, LLC | 3,193 | $461.0K | 0.00% | +409+14.7% | Added |
| Meeder Asset Management Inc | 3,195 | $461.0K | 0.03% | +1,048+48.8% | Added |
| Prudential PLC | 3,147 | $454.0K | 0.01% | +374+13.5% | Added |
| Wetherby Asset Management Inc | 3,126 | $451.0K | 0.03% | +557+21.7% | Added |
| TD Private Client Wealth LLC | 3,119 | $450.1K | 0.02% | −38−1.2% | Reduced |
| Tributary Capital Management, LLC | 3,108 | $449.0K | 0.05% | −302−8.9% | Reduced |
| Sigma Planning Corp | 3,108 | $449.0K | 0.02% | −201−6.1% | Reduced |
| Avestar Capital, LLC | 3,098 | $449.0K | 0.12% | −183−5.6% | Reduced |
| NewEdge Wealth, LLC | 3,071 | $443.0K | 0.02% | +350+12.9% | Added |
| Avantax Advisory Services, Inc. | 3,019 | $436.0K | 0.01% | +352+13.2% | Added |