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 |
|---|---|---|---|---|---|
| United Capital Financial Advisers, LLC | 3,209 | $430.4K | 0.00% | −780−19.6% | Reduced |
| Websterrogers Financial Advisors, LLC | 3,210 | $430.6K | 0.21% | 00.0% | Unchanged |
| Gateway Advisory, LLC | 3,223 | $432.0K | 0.11% | 00.0% | Unchanged |
| Bokf, NA | 3,251 | $436.1K | 0.01% | +235+7.8% | Added |
| Key Client Fiduciary Advisors, LLC | 3,257 | $436.9K | 0.30% | +3,257 | New |
| CWM, LLC | 3,256 | $437.0K | 0.00% | +63+2.0% | Added |
| Tributary Capital Management, LLC | 3,259 | $437.0K | 0.04% | +151+4.9% | Added |
| Delta Financial Group, Inc. | 3,230 | $438.0K | 0.19% | +3,230 | New |
| Mitchell McLeod Pugh & Williams Inc | 3,279 | $439.8K | 0.15% | 00.0% | Unchanged |
| Mather Group, LLC. | 3,289 | $441.1K | 0.01% | +3,289 | New |
| D.B. Root & Company, LLC | 3,301 | $442.8K | 0.19% | +10.0% | Added |
| Gyroscope Capital Management Group, LLC | 3,334 | $447.2K | 0.14% | −26−0.8% | Reduced |
| Virtu Financial LLC | 3,361 | $451.0K | 0.06% | −5,941−63.9% | Reduced |
| Pathstone Family Office, LLC | 6,150 | $453.0K | 0.01% | +1,997+48.1% | Added |
| Mission Wealth Management, LP | 3,380 | $453.4K | 0.02% | −24−0.7% | Reduced |
| Fiera Capital Corp | 3,410 | $457.4K | 0.00% | −12,680−78.8% | Reduced |
| Ironwood Investment Counsel, LLC | 6,497 | $467.5K | 0.11% | −397−5.8% | Reduced |
| Platform Technology Partners | 3,566 | $478.3K | 0.25% | 00.0% | Unchanged |
| Accredited Investors Inc. | 3,571 | $479.0K | 0.04% | −727−16.9% | Reduced |
| Ethic Inc. | 3,610 | $484.2K | 0.03% | −3,774−51.1% | Reduced |
| Eukles Asset Management | 3,617 | $485.0K | 0.28% | +15+0.4% | Added |
| Petrus Trust Company, LTA | 3,667 | $491.9K | 0.06% | +3,667 | New |
| Davy Global Fund Management Ltd | 3,677 | $493.2K | 0.10% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 3,688 | $494.7K | 0.01% | −666−15.3% | Reduced |
| Cedar Mountain Advisors, LLC | 3,731 | $500.5K | 0.16% | +2+0.1% | Added |
| Investment Management of Virginia LLC | 3,885 | $521.1K | 0.10% | −585−13.1% | Reduced |
| Clarkston Capital Partners, LLC | 3,900 | $523.1K | 0.01% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 3,944 | $529.0K | 0.00% | +202+5.4% | Added |
| Quadrant Capital Group LLC | 3,979 | $533.7K | 0.06% | −342−7.9% | Reduced |
| Avantax Advisory Services, Inc. | 3,988 | $534.9K | 0.01% | +969+32.1% | Added |
| Banque Pictet & Cie SA | 3,988 | $534.9K | 0.01% | −139−3.4% | Reduced |
| Bank Ozk | 4,000 | $536.5K | 0.27% | 00.0% | Unchanged |
| Caas Capital Management LP | 4,000 | $536.5K | 0.10% | +4,000 | New |
| TrinityPoint Wealth, LLC | 4,006 | $537.3K | 0.12% | +223+5.9% | Added |
| East Coast Asset Management, LLC. | 4,013 | $538.3K | 0.27% | 00.0% | Unchanged |
| JustInvest LLC | 4,032 | $540.8K | 0.02% | −1,862−31.6% | Reduced |
| Veritable, L.P. | 4,096 | $549.4K | 0.01% | +292+7.7% | Added |
| Huntington National Bank | 4,114 | $551.8K | 0.01% | +47+1.2% | Added |
| Teamwork Financial Advisors, LLC | 4,149 | $556.5K | 0.11% | −95−2.2% | Reduced |
| Sawtooth Solutions, LLC | 4,164 | $558.5K | 0.08% | −442−9.6% | Reduced |
| Vontobel Holding Ltd. | 4,206 | $561.0K | 0.01% | +2,621+165.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 4,201 | $563.0K | 0.05% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,241 | $568.0K | 0.02% | −9,020−68.0% | Reduced |
| Boothbay Fund Management, LLC | 4,245 | $569.4K | 0.02% | +2,595+157.3% | Added |
| Ropes Wealth Advisors LLC | 4,254 | $570.6K | 0.10% | +184+4.5% | Added |
| DT Investment Partners, LLC | 4,272 | $573.0K | 0.08% | 00.0% | Unchanged |
| Unigestion Holding SA | 4,225 | $577.4K | 0.03% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 4,306 | $578.0K | 0.03% | −495−10.3% | Reduced |
| Fiduciary Trust Co | 4,349 | $583.3K | 0.01% | −398−8.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 4,353 | $583.9K | 0.01% | −612−12.3% | Reduced |
| Glenmede Trust Co NA | 4,371 | $586.3K | 0.00% | +2,161+97.8% | Added |
| Machina Capital S.A.S. | 4,443 | $595.9K | 1.10% | +2,754+163.1% | Added |
| Amica Retiree Medical Trust | 4,477 | $601.0K | 0.77% | +502+12.6% | Added |
| Wealthfront Advisers LLC | 4,485 | $601.6K | 0.00% | −2,465−35.5% | Reduced |
| Wall Street Access Asset Management, LLC | 4,500 | $603.6K | 0.45% | 00.0% | Unchanged |
| Point72 Middle East FZE | 4,524 | $606.8K | 0.05% | +4,524 | New |
| Banque Cantonale Vaudoise | 4,531 | $607.0K | 0.03% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 4,562 | $612.0K | 0.02% | +391+9.4% | Added |
| Horizon Kinetics Asset Management LLC | 4,564 | $612.2K | 0.01% | 00.0% | Unchanged |
| Sepio Capital, LP | 4,603 | $617.4K | 0.05% | +108+2.4% | Added |
| ETF Managers Group, LLC | 4,611 | $618.5K | 0.03% | +197+4.5% | Added |
| Beacon Pointe Advisors, LLC | 4,662 | $625.3K | 0.01% | +4,662 | New |
| Guardian Wealth Management, Inc. | 4,714 | $632.3K | 0.62% | −62−1.3% | Reduced |
| Umb Bank N A | 4,837 | $649.0K | 0.01% | −11−0.2% | Reduced |
| Naples Global Advisors, LLC | 5,000 | $674.2K | 0.09% | +445+9.8% | Added |
| E. Ohman J:or Asset Management AB | 5,100 | $684.1K | 0.03% | +3,000+142.9% | Added |
| Bessemer Group Inc | 5,169 | $693.0K | 0.00% | −162−3.0% | Reduced |
| Oak Thistle LLC | 5,247 | $703.8K | 1.51% | +5,247 | New |
| Ossiam | 5,250 | $704.2K | 0.02% | −1,605−23.4% | Reduced |
| Johnson Investment Counsel Inc | 5,343 | $716.6K | 0.01% | −21−0.4% | Reduced |
| Prospera Financial Services Inc | 5,404 | $724.9K | 0.04% | +3+0.1% | Added |
| Virtus ETF Advisers LLC | 5,479 | $734.9K | 0.38% | +5,479 | New |
| Caxton Associates LP | 5,496 | $737.2K | 0.05% | +5,496 | New |
| TD Waterhouse Canada Inc. | 5,362 | $739.8K | 0.01% | +1,945+56.9% | Added |
| Vestmark Advisory Solutions, Inc. | 5,604 | $751.7K | 0.04% | +92+1.7% | Added |
| Hantz Financial Services, Inc. | 5,606 | $752.0K | 0.02% | +153+2.8% | Added |
| MAI Capital Management | 5,639 | $756.4K | 0.01% | −563−9.1% | Reduced |
| New Mexico Educational Retirement Board | 5,650 | $758.0K | 0.04% | −300−5.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 5,723 | $767.6K | 0.11% | −27,256−82.6% | Reduced |
| Laurel Wealth Advisors, Inc. | 5,771 | $774.0K | 0.08% | −1,335−18.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,794 | $777.1K | 0.00% | +5,794 | New |
| Cerity Partners LLC | 5,826 | $781.9K | 0.01% | +3,193+121.3% | Added |
| Crawford Investment Counsel Inc | 5,845 | $784.0K | 0.02% | 00.0% | Unchanged |
| Duality Advisers, LP | 5,862 | $786.3K | 0.09% | +5,862 | New |
| TCTC Holdings, LLC | 5,925 | $794.7K | 0.03% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 6,121 | $821.0K | 0.00% | +1,121+22.4% | Added |
| Jacobsen Capital Management | 6,141 | $824.0K | 0.44% | −667−9.8% | Reduced |
| Hilltop Holdings Inc. | 6,173 | $828.0K | 0.11% | +35+0.6% | Added |
| Wambolt & Associates, LLC | 6,377 | $855.3K | 0.33% | −108−1.7% | Reduced |
| Pinnacle Associates Ltd | 6,420 | $861.1K | 0.02% | +2,169+51.0% | Added |
| Spears Abacus Advisors LLC | 6,460 | $866.5K | 0.08% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 6,514 | $874.0K | 0.23% | +302+4.9% | Added |
| Metropolitan Life Insurance Co | 6,671 | $894.8K | 0.04% | −199−2.9% | Reduced |
| CWS Financial Advisors, LLC | 5,859 | $897.0K | 0.39% | +474+8.8% | Added |
| Park Avenue Securities LLC | 6,699 | $899.0K | 0.02% | −160−2.3% | Reduced |
| Biltmore Family Office, LLC | 6,745 | $911.1K | 0.19% | +697+11.5% | Added |
| Sompo Asset Management Co., Ltd. | 6,840 | $917.4K | 0.21% | −40−0.6% | Reduced |
| Seeyond | 6,855 | $919.5K | 0.09% | +285+4.3% | Added |
| Cetera Investment Advisers | 6,918 | $928.0K | 0.01% | +958+16.1% | Added |
| Advisor Partners II, LLC | 6,973 | $935.3K | 0.06% | +301+4.5% | Added |