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, Q4 2022
Institutional positions in Broadridge Financial Solutions, Inc. as of Dec 31, 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
- 785
- +11 vs. Q3 2022
- Shares held
- 103.8M
- +2.23M (+2.2%) vs. Q3 2022
- Total value
- $13.9B
- −$827.7M (−5.6%) vs. Q3 2022
- New holders
- 90
- 281 more added
- Sold out
- 79
- 270 more reduced
17 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Broadridge Financial Solutions, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Annapolis Financial Services, LLC | 200 | $26.8K | 0.01% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 200 | $27.0K | 0.02% | −177−46.9% | Reduced |
| Webster Bank, N. A. | 203 | $27.0K | 0.00% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 203 | $27.2K | 0.01% | +203 | New |
| Oakworth Capital, Inc. | 205 | $27.5K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 206 | $27.6K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 210 | $28.0K | 0.00% | +209+20,900.0% | Added |
| Allworth Financial LP | 213 | $28.6K | 0.00% | −224−51.3% | Reduced |
| Harbour Investments, Inc. | 220 | $29.5K | 0.00% | +66+42.9% | Added |
| Salem Investment Counselors Inc | 225 | $30.2K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 229 | $30.7K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 229 | $31.0K | 0.00% | +229 | New |
| IMA Wealth, Inc. | 237 | $31.8K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 246 | $33.0K | 0.02% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 246 | $33.0K | 0.02% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 249 | $33.0K | 0.00% | +219+730.0% | Added |
| HighMark Wealth Management LLC | 247 | $33.2K | 0.03% | +1+0.4% | Added |
| Lindbrook Capital, LLC | 254 | $34.1K | 0.00% | −142−35.9% | Reduced |
| Parkside Financial Bank & Trust | 276 | $37.0K | 0.01% | −1,496−84.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 281 | $37.7K | 0.00% | +281 | New |
| MV Capital Management, Inc. | 290 | $38.9K | 0.01% | +72+33.0% | Added |
| Roble, Belko & Company, Inc | 295 | $40.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 300 | $40.5K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 303 | $40.6K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 325 | $43.6K | 0.02% | −341−51.2% | Reduced |
| General Partner, Inc. | 332 | $44.5K | 0.04% | +332 | New |
| Pinnacle Bancorp, Inc. | 354 | $47.0K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 377 | $50.6K | 0.01% | −40−9.6% | Reduced |
| Dougherty Wealth Advisers LLC | 403 | $54.1K | 0.09% | 00.0% | Unchanged |
| New Hampshire Trust | 407 | $54.6K | 0.01% | +407 | New |
| MCF Advisors LLC | 428 | $57.4K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 438 | $58.0K | 0.00% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 438 | $58.7K | 0.01% | +438 | New |
| Parallel Advisors, LLC | 440 | $59.1K | 0.00% | −353−44.5% | Reduced |
| Bangor Savings Bank | 452 | $60.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 464 | $62.0K | 0.05% | −9−1.9% | Reduced |
| GWM Advisors LLC | 5,924 | $63.1K | 0.00% | +1,496+33.8% | Added |
| United Community Bank | 471 | $63.2K | 0.06% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 489 | $65.6K | 0.01% | +146+42.6% | Added |
| Lowe Wealth Advisors, LLC | 491 | $65.9K | 0.04% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 493 | $66.1K | 0.02% | −50−9.2% | Reduced |
| West Oak Capital, LLC | 500 | $67.0K | 0.03% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $67.0K | 0.04% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $67.0K | 0.04% | 00.0% | Unchanged |
| Valley National Advisers Inc | 471 | $67.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 519 | $69.6K | 0.03% | +519 | New |
| Quent Capital, LLC | 536 | $72.0K | 0.01% | +44+8.9% | Added |
| Bartlett & Co. LLC | 559 | $75.0K | 0.00% | +8+1.5% | Added |
| Bartlett & Co. Wealth Management LLC | 559 | $75.4K | 0.00% | +8+1.5% | Added |
| Armstrong Advisory Group, Inc | 571 | $76.6K | 0.01% | +571 | New |
| Park Place Capital Corp | 595 | $80.0K | 0.02% | +595 | New |
| Cary Street Partner Investment Advisory LLC | 600 | $80.5K | 0.01% | +600 | New |
| Penserra Capital Management LLC | 610 | $81.0K | 0.00% | +51+9.1% | Added |
| Cassady Schiller Wealth Management, LLC | 618 | $82.9K | 0.05% | +618 | New |
| Proequities, Inc. | 616 | $83.1K | 0.01% | −53−7.9% | Reduced |
| Massmutual Trust Co FSB | 638 | $86.0K | 0.00% | +16+2.6% | Added |
| Brown Brothers Harriman & Co | 659 | $88.4K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 659 | $88.4K | 0.02% | +659 | New |
| S.A. Mason LLC | 675 | $90.5K | 0.07% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 692 | $93.0K | 0.00% | +692 | New |
| Hanson & Doremus Investment Management | 700 | $94.0K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 708 | $95.0K | 0.00% | −806−53.2% | Reduced |
| IFP Advisors, Inc | 1,331 | $96.0K | 0.00% | −1,765−57.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 722 | $97.0K | 0.01% | +90+14.2% | Added |
| Federated Hermes, Inc. | 724 | $97.1K | 0.00% | −245−25.3% | Reduced |
| Ronald Blue Trust, Inc. | 686 | $99.0K | 0.00% | +379+123.5% | Added |
| Harbor Investment Advisory, LLC | 765 | $102.6K | 0.02% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 770 | $103.3K | 0.02% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 773 | $103.7K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 776 | $104.1K | 0.00% | +123+18.8% | Added |
| Belpointe Asset Management LLC | 833 | $111.8K | 0.01% | +833 | New |
| Trust Co of Vermont | 839 | $112.5K | 0.01% | −403−32.4% | Reduced |
| SRS Capital Advisors, Inc. | 878 | $117.8K | 0.02% | +13+1.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 890 | $119.4K | 0.01% | +890 | New |
| Global Retirement Partners, LLC | 901 | $120.9K | 0.01% | +78+9.5% | Added |
| Tobam | 925 | $124.0K | 0.01% | +354+62.0% | Added |
| Meeder Asset Management Inc | 976 | $130.9K | 0.01% | −2,219−69.5% | Reduced |
| Comerica Securities,inc. | 978 | $131.9K | 0.01% | +978 | New |
| Hall Laurie J Trustee | 1,050 | $141.0K | 0.06% | 00.0% | Unchanged |
| Power Corp of Canada | 1,101 | $147.7K | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 1,156 | $166.8K | 0.08% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,250 | $167.7K | 0.02% | +1,243+17,757.1% | Added |
| HM Payson & Co | 1,393 | $186.8K | 0.00% | −223,091−99.4% | Reduced |
| Operose Advisors LLC | 1,400 | $187.8K | 0.10% | +1,400 | New |
| Signaturefd, LLC | 1,432 | $192.1K | 0.01% | −630−30.6% | Reduced |
| Washington Trust Advisors, Inc. | 1,486 | $199.3K | 0.02% | 00.0% | Unchanged |
| Buckingham Capital Management, Inc. | 1,500 | $201.2K | 0.04% | 00.0% | Unchanged |
| Hudson Capital Management LLC | 1,500 | $201.2K | 0.08% | 00.0% | Unchanged |
| Van Eck Associates Corp | 1,508 | $202.0K | 0.00% | +1,508 | New |
| First Manhattan Co | 1,556 | $208.7K | 0.00% | −16−1.0% | Reduced |
| Gofen & Glossberg LLC | 1,579 | $212.0K | 0.01% | +64+4.2% | Added |
| Synovus Financial Corp | 1,592 | $213.5K | 0.00% | +1,592 | New |
| Arcadia Investment Management Corp | 1,600 | $214.6K | 0.05% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 1,602 | $214.8K | 0.00% | +1,602 | New |
| Carolinas Wealth Consulting LLC | 1,609 | $217.0K | 0.05% | 00.0% | Unchanged |
| Menard Financial Group LLC | 1,624 | $217.8K | 0.52% | +1,624 | New |
| Meritage Group LP | 1,643 | $220.0K | 0.01% | +1,643 | New |
| Keybank National Association | 1,645 | $220.6K | 0.00% | −42−2.5% | Reduced |
| Anchor Investment Management, LLC | 1,650 | $221.3K | 0.03% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 1,650 | $221.3K | 0.13% | 00.0% | Unchanged |