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 |
|---|---|---|---|---|---|
| BI Asset Management Fondsmaeglerselskab A/S | 1,547 | $223.0K | 0.01% | −1,104−41.6% | Reduced |
| Ballentine Partners, LLC | 1,525 | $220.0K | 0.01% | +1,525 | New |
| Ascent Wealth Partners, LLC | 1,522 | $220.0K | 0.05% | +1,522 | New |
| Gofen & Glossberg LLC | 1,515 | $219.0K | 0.01% | +1+0.1% | Added |
| Integrated Wealth Concepts LLC | 1,518 | $219.0K | 0.01% | +1,518 | New |
| First Horizon Advisors, Inc. | 1,514 | $218.0K | 0.01% | −126−7.7% | Reduced |
| River Wealth Advisors LLC | 1,509 | $218.0K | 0.05% | 00.0% | Unchanged |
| Ledyard National Bank | 1,503 | $217.0K | 0.03% | −40−2.6% | Reduced |
| Hudson Capital Management LLC | 1,500 | $216.0K | 0.11% | −100−6.3% | Reduced |
| Buckingham Capital Management, Inc. | 1,500 | $216.0K | 0.04% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 1,496 | $216.0K | 0.02% | +1,496 | New |
| Aull & Monroe Investment Management Corp | 1,491 | $215.0K | 0.12% | −200−11.8% | Reduced |
| FourThought Financial, LLC | 1,484 | $214.0K | 0.03% | −794−34.9% | Reduced |
| HB Wealth Management, LLC | 1,484 | $214.0K | 0.00% | −356−19.3% | Reduced |
| Washington Trust Advisors, Inc. | 1,486 | $214.0K | 0.02% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 1,463 | $211.0K | 0.01% | −5−0.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,461 | $211.0K | 0.05% | 00.0% | Unchanged |
| Optas, LLC | 1,464 | $209.0K | 0.09% | +10+0.7% | Added |
| Cigna Investments Inc | 1,440 | $207.0K | 0.05% | −60−4.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,426 | $206.0K | 0.01% | −341−19.3% | Reduced |
| Horizon Investments, LLC | 1,428 | $206.0K | 0.01% | +1,428 | New |
| Peapack Gladstone Financial Corp | 1,417 | $204.0K | 0.00% | +1,417 | New |
| Orion Portfolio Solutions, LLC | 1,416 | $204.0K | 0.01% | +1,416 | New |
| Campion Asset Management LLC | 1,410 | $203.0K | 0.21% | 00.0% | Unchanged |
| Willis Investment Counsel | 1,400 | $202.0K | 0.01% | +1,400 | New |
| Geller Advisors LLC | 1,396 | $202.0K | 0.04% | +1,396 | New |
| IFP Advisors, Inc | 3,096 | $191.0K | 0.01% | +252+8.9% | Added |
| Trust Co of Vermont | 1,242 | $179.0K | 0.01% | +353+39.7% | Added |
| Silver Oak Securities, Inc | 973 | $174.1K | 0.04% | −322−24.9% | Reduced |
| Key Financial Inc | 1,156 | $167.0K | 0.08% | 00.0% | Unchanged |
| Power Corp of Canada | 1,101 | $159.0K | 0.02% | +1,101 | New |
| Hall Laurie J Trustee | 1,050 | $152.0K | 0.07% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 1,038 | $150.0K | 0.01% | +1,038 | New |
| Federated Hermes, Inc. | 969 | $140.0K | 0.00% | +954+6,360.0% | Added |
| AIA Group Ltd | 909 | $131.0K | 0.01% | −620−40.5% | Reduced |
| SRS Capital Advisors, Inc. | 865 | $125.0K | 0.02% | +61+7.6% | Added |
| Global Retirement Partners, LLC | 823 | $124.0K | 0.01% | +411+99.8% | Added |
| Parallel Advisors, LLC | 793 | $115.0K | 0.01% | +107+15.6% | Added |
| Sentry Investment Management LLC | 793 | $114.0K | 0.05% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 773 | $112.0K | 0.01% | −34−4.2% | Reduced |
| Toth Financial Advisory Corp | 770 | $111.0K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 765 | $110.0K | 0.02% | +13+1.7% | Added |
| Hanson & Doremus Investment Management | 700 | $101.0K | 0.03% | 00.0% | Unchanged |
| Proequities, Inc. | 669 | $97.0K | 0.01% | −198−22.8% | Reduced |
| S.A. Mason LLC | 675 | $97.0K | 0.08% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 666 | $96.0K | 0.06% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 659 | $95.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 653 | $94.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 640 | $92.0K | 0.02% | −146−18.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 632 | $92.0K | 0.01% | +45+7.7% | Added |
| Massmutual Trust Co FSB | 622 | $90.0K | 0.00% | −162−20.7% | Reduced |
| Tobam | 571 | $82.0K | 0.01% | −287−33.4% | Reduced |
| Ellevest, Inc. | 556 | $80.0K | 0.01% | −114−17.0% | Reduced |
| Bartlett & Co. LLC | 551 | $80.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 559 | $80.0K | 0.00% | +14+2.6% | Added |
| Bartlett & Co. Wealth Management LLC | 551 | $79.9K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 540 | $78.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 543 | $78.0K | 0.02% | 00.0% | Unchanged |
| West Oak Capital, LLC | 500 | $72.0K | 0.04% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $72.0K | 0.04% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $72.0K | 0.05% | +500 | New |
| Lowe Wealth Advisors, LLC | 491 | $71.0K | 0.04% | 00.0% | Unchanged |
| Quent Capital, LLC | 492 | $71.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 471 | $69.0K | 0.01% | −15−3.1% | Reduced |
| Covestor Ltd | 473 | $68.0K | 0.06% | −75−13.7% | Reduced |
| United Community Bank | 471 | $68.0K | 0.07% | 00.0% | Unchanged |
| Bangor Savings Bank | 452 | $65.0K | 0.01% | −2−0.4% | Reduced |
| Acadian Asset Management LLC | 438 | $63.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 437 | $63.0K | 0.00% | +61+16.2% | Added |
| MCF Advisors LLC | 428 | $62.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 417 | $60.0K | 0.01% | +51+13.9% | Added |
| Newfound Research LLC | 401 | $58.0K | 0.14% | −321−44.5% | Reduced |
| Dougherty Wealth Advisers LLC | 403 | $58.0K | 0.11% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 396 | $57.0K | 0.01% | +189+91.3% | Added |
| Altshuler Shaham Ltd | 385 | $57.0K | 0.00% | +185+92.5% | Added |
| Kathleen S. Wright Associates Inc. | 377 | $54.0K | 0.04% | −100−21.0% | Reduced |
| Itau Unibanco Holding S.A. | 375 | $54.0K | 0.00% | +375 | New |
| Pinnacle Bancorp, Inc. | 354 | $51.0K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 343 | $50.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 334 | $48.0K | 0.01% | +21+6.7% | Added |
| Ronald Blue Trust, Inc. | 307 | $44.0K | 0.00% | −126−29.1% | Reduced |
| Assetmark, Inc | 303 | $44.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 300 | $44.0K | 0.00% | +300 | New |
| Country Trust Bank | 300 | $43.0K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 300 | $43.0K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 295 | $43.0K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 246 | $36.0K | 0.02% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 246 | $36.0K | 0.03% | +1+0.4% | Added |
| Lumature Wealth Partners, LLC | 246 | $36.0K | 0.02% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 237 | $34.0K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 229 | $33.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 225 | $33.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 218 | $31.0K | 0.01% | +23+11.8% | Added |
| Canada Pension Plan Investment Board | 210 | $30.0K | 0.00% | −17−7.5% | Reduced |
| Oakworth Capital, Inc. | 205 | $30.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 198 | $29.0K | 0.01% | −632−76.1% | Reduced |
| Webster Bank, N. A. | 203 | $29.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 200 | $29.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 206 | $29.0K | 0.00% | +206 | New |
| First PREMIER Bank | 195 | $28.0K | 0.01% | 00.0% | Unchanged |