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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.

Institutional holdersQ4 2022: 785 institutions
Q1 2021: 771 institutionsQ2 2021: 787 institutionsQ3 2021: 791 institutionsQ4 2021: 821 institutionsQ1 2022: 777 institutionsQ2 2022: 764 institutionsQ3 2022: 791 institutionsQ4 2022: 785 institutionsQ1 2023: 793 institutionsQ2 2023: 817 institutionsQ3 2023: 854 institutionsQ4 2023: 921 institutionsQ1 2024: 940 institutionsQ2 2024: 930 institutionsQ3 2024: 1,016 institutionsQ4 2024: 1,054 institutionsQ1 2025: 1,109 institutionsQ2 2025: 1,098 institutionsQ3 2025: 1,105 institutionsQ4 2025: 1,136 institutionsQ1 2026: 1,064 institutionsQ2 2026: 1,023 institutions
Value heldQ4 2022: $13.9B
Q1 2021: $15.3BQ2 2021: $16.3BQ3 2021: $16.8BQ4 2021: $18.6BQ1 2022: $15.8BQ2 2022: $14.6BQ3 2022: $14.9BQ4 2022: $13.9BQ1 2023: $15.4BQ2 2023: $17.5BQ3 2023: $18.8BQ4 2023: $21.8BQ1 2024: $21.5BQ2 2024: $20.9BQ3 2024: $22.4BQ4 2024: $23.6BQ1 2025: $25.5BQ2 2025: $25.5BQ3 2025: $25.1BQ4 2025: $23.8BQ1 2026: $18.0BQ2 2026: $14.9B
Institutions holding BR and their total value by quarter
QuarterHoldersValue
Q2 20261,023$14.9B
Q1 20261,064$18.0B
Q4 20251,136$23.8B
Q3 20251,105$25.1B
Q2 20251,098$25.5B
Q1 20251,109$25.5B
Q4 20241,054$23.6B
Q3 20241,016$22.4B
Q2 2024930$20.9B
Q1 2024940$21.5B
Q4 2023921$21.8B
Q3 2023854$18.8B
Q2 2023817$17.5B
Q1 2023793$15.4B
Q4 2022785$13.9B
Q3 2022791$14.9B
Q2 2022764$14.6B
Q1 2022777$15.8B
Q4 2021821$18.6B
Q3 2021791$16.8B
Q2 2021787$16.3B
Q1 2021771$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.

Institutions holding BR in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Advisors Capital Management, LLC1,658$222.0K0.01%−213−11.4%Reduced
Moors & Cabot, Inc.1,665$223.3K0.02%+169+11.3%Added
Evercore Wealth Management, LLC1,665$223.3K0.00%−344−17.1%Reduced
Hutchens & Kramer Investment Management Group, LLC1,671$224.1K0.16%−63−3.6%Reduced
Verition Fund Management LLC1,672$224.3K0.00%−12,711−88.4%Reduced
Argonautica Private Wealth Management, Inc1,673$224.4K0.11%+1,673New
Main Street Financial Solutions, LLC1,678$225.3K0.04%+1,678New
Meredith Wealth Planning1,684$225.9K0.19%+1,684New
Rockland Trust Co1,704$228.0K0.01%−79−4.4%Reduced
Bayesian Capital Management, LP1,700$228.0K0.03%−4,000−70.2%Reduced
Pacer Advisors, Inc.1,707$229.0K0.00%−1,242−42.1%Reduced
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,713$229.8K0.01%+287+20.1%Added
Procyon Private Wealth Partners, LLC1,735$232.7K0.04%+1,735New
Stonehearth Capital Management, LLC1,740$233.4K0.13%00.0%Unchanged
Vivaldi Capital Management, LLC1,694$234.9K0.06%−14−0.8%Reduced
Clarius Group, LLC1,770$237.0K0.02%−58−3.2%Reduced
Marco Investment Management LLC1,800$241.4K0.03%00.0%Unchanged
Moody Aldrich Partners LLC1,803$241.8K0.05%−19−1.0%Reduced
Samalin Investment Counsel, LLC1,813$243.2K0.15%−6−0.3%Reduced
M&G Investment Management Ltd1,831$245.4K0.00%+1,831New
Hilton Capital Management, LLC1,714$247.0K0.03%00.0%Unchanged
Personal Capital Advisors Corp1,852$248.4K0.00%+1,852New
Keystone Financial Services1,667$250.7K0.13%+1,667New
Wealth Alliance1,873$251.2K0.04%−1,326−41.5%Reduced
Shore Point Advisors, LLC1,877$251.8K0.21%00.0%Unchanged
Strategy Asset Managers LLC1,884$253.0K0.06%+28+1.5%Added
Radnor Capital Management, LLC1,748$254.0K0.06%00.0%Unchanged
Ameritas Investment Partners, Inc.1,719$254.1K0.01%+1+0.1%Added
Lido Advisors, LLC1,905$255.6K0.00%−132−6.5%Reduced
Apollon Wealth Management, LLC1,913$256.6K0.02%−1−0.1%Reduced
Abner Herrman & Brock LLC1,940$260.0K0.04%00.0%Unchanged
Resources Investment Advisors, LLC.1,939$260.1K0.01%+1,939New
Meeder Advisory Services, Inc.1,960$262.9K0.03%+1,960New
Tokio Marine Asset Management Co Ltd1,992$267.2K0.02%00.0%Unchanged
Private Trust Co NA1,995$268.0K0.04%00.0%Unchanged
Benchmark Investment Advisors LLC2,000$268.3K0.28%00.0%Unchanged
Texas Capital Bank Wealth Management Services Inc2,011$269.7K0.03%+115+6.1%Added
LifePro Asset Management2,040$273.6K0.20%00.0%Unchanged
Segall Bryant & Hamill, LLC2,055$275.0K0.00%00.0%Unchanged
Orion Portfolio Solutions, LLC2,061$276.5K0.01%+645+45.6%Added
Ifrah Financial Services, Inc.2,080$279.0K0.09%−10.0%Reduced
Fort, L.P.2,082$279.3K0.42%−1,325−38.9%Reduced
Swiss Life Asset Management Ltd2,094$280.9K0.00%+2,094New
Stephens Inc2,130$285.7K0.01%−2−0.1%Reduced
Connecticut Wealth Management, LLC2,152$288.6K0.02%+348+19.3%Added
Spire Wealth Management2,157$289.0K0.02%−2−0.1%Reduced
Wellington Management Group LLP2,178$292.1K0.00%−1,592−42.2%Reduced
Plante Moran Financial Advisors, LLC2,191$293.9K0.04%+10.0%Added
Aberdeen Wealth Management LLC2,194$294.3K0.22%00.0%Unchanged
Sustainable Insight Capital Management, LLC2,200$295.1K0.33%−300−12.0%Reduced
First National Advisers, LLC2,231$299.0K0.38%+249+12.6%Added
Segment Wealth Management, LLC2,244$301.0K0.03%00.0%Unchanged
Americana Partners, LLC2,250$301.8K0.05%−50−2.2%Reduced
AIA Group Ltd2,259$303.0K0.02%+1,350+148.5%Added
Heritage Wealth Advisors2,270$304.5K0.02%00.0%Unchanged
Schear Investment Advisers, LLC2,287$306.8K0.38%+2,287New
Stock Yards Bank & Trust Co2,296$308.0K0.01%00.0%Unchanged
Sound View Wealth Advisors Group, LLC1,505$309.7K0.03%+44+3.0%Added
Central Trust Co2,332$312.8K0.01%−44−1.9%Reduced
Argent Trust Co2,332$312.8K0.02%−476−17.0%Reduced
Resources Management Corp2,340$314.0K0.05%−300−11.4%Reduced
Cambridge Trust Co2,351$315.0K0.01%−137−5.5%Reduced
Clear Street Markets LLC2,364$317.0K0.06%+2,364New
Ci Investments Inc.2,373$318.0K0.00%+223+10.4%Added
XTX Topco Ltd2,383$319.6K0.07%−3,179−57.2%Reduced
Court Place Advisors, LLC2,426$325.4K0.12%00.0%Unchanged
Wetherby Asset Management Inc2,431$326.1K0.02%−695−22.2%Reduced
Lincoln National Corp2,431$326.1K0.01%+2,431New
Voya Financial Advisors, Inc.2,390$326.6K0.04%+324+15.7%Added
Metis Global Partners, LLC2,440$327.3K0.03%+711+41.1%Added
Avestar Capital, LLC2,429$327.6K0.07%−669−21.6%Reduced
FDx Advisors, Inc.2,445$328.0K0.01%−901−26.9%Reduced
Cetera Advisors LLC2,472$331.5K0.01%+635+34.6%Added
Sigma Planning Corp2,480$332.7K0.01%−628−20.2%Reduced
Prestige Wealth Management Group LLC2,480$334.4K0.09%−13−0.5%Reduced
Qsemble Capital Management, LP2,500$335.3K0.23%+2,500New
We Are One Seven, LLC2,509$336.5K0.03%+402+19.1%Added
Pitcairn Co2,583$346.5K0.03%−9−0.3%Reduced
Everence Capital Management Inc2,596$348.0K0.03%00.0%Unchanged
Simmons Bank2,627$352.4K0.03%−14−0.5%Reduced
WealthTrust Axiom LLC2,681$359.6K0.13%00.0%Unchanged
Fox Run Management, L.L.C.2,701$362.3K0.15%+2,701New
Albion Financial Group2,711$363.6K0.04%−10−0.4%Reduced
Private Advisor Group, LLC4,626$364.5K0.02%−679−12.8%Reduced
Chicago Trust Co NA2,728$366.0K0.09%00.0%Unchanged
Old National Bancorp2,745$368.0K0.01%+113+4.3%Added
Ami Asset Management Corp2,800$376.0K0.03%+527+23.2%Added
National Asset Management, Inc.2,799$377.5K0.01%−1,254−30.9%Reduced
Ieq Capital, LLC2,846$381.7K0.01%−792−21.8%Reduced
Beaumont Financial Advisors, LLC2,875$385.6K0.04%+2,875New
Veriti Management LLC2,878$386.0K0.05%+248+9.4%Added
Bradley Foster & Sargent Inc2,887$387.2K0.01%00.0%Unchanged
Polaris Wealth Advisory Group, LLC2,707$388.6K0.03%00.0%Unchanged
Empirical Finance, LLC2,968$398.1K0.04%+247+9.1%Added
TD Private Client Wealth LLC3,011$403.9K0.02%−108−3.5%Reduced
Eqis Capital Management, Inc.3,033$406.9K0.05%−2,103−40.9%Reduced
Fulton Bank, N.A.3,042$408.0K0.02%+543+21.7%Added
Kidder Stephen W3,050$409.1K0.15%+3,050New
NewEdge Wealth, LLC3,173$425.6K0.02%+102+3.3%Added
BI Asset Management Fondsmaeglerselskab A/S3,201$429.0K0.01%+1,654+106.9%Added