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 |
|---|---|---|---|---|---|
| Montag & Caldwell, LLC | 6,992 | $937.8K | 0.14% | +201+3.0% | Added |
| Northwestern Mutual Wealth Management Co | 7,069 | $948.2K | 0.00% | +339+5.0% | Added |
| Legacy Advisors, LLC | 7,071 | $953.3K | 0.17% | +1,831+34.9% | Added |
| Nordea Investment Management AB | 7,110 | $957.4K | 0.00% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 7,150 | $959.0K | 0.16% | −362−4.8% | Reduced |
| Norinchukin Bank, The | 7,164 | $960.9K | 0.02% | −1,618−18.4% | Reduced |
| Zions Bancorporation, N.A. | 7,190 | $964.4K | 0.08% | −1,525−17.5% | Reduced |
| AE Wealth Management LLC | 7,309 | $980.4K | 0.01% | +537+7.9% | Added |
| EFG Asset Management (Americas) Corp. | 7,313 | $980.9K | 0.24% | +442+6.4% | Added |
| Prudential PLC | 7,359 | $987.1K | 0.01% | +4,212+133.8% | Added |
| Linden Thomas Advisory Services, LLC | 7,402 | $992.8K | 0.28% | +7,402 | New |
| Fiduciary Planning LLC | 7,434 | $997.0K | 0.48% | +182+2.5% | Added |
| Tilia Fiduciary Partners, Inc. | 7,456 | $1.00M | 0.96% | +230+3.2% | Added |
| Dividend Assets Capital, LLC | 7,511 | $1.01M | 0.21% | −3,641−32.6% | Reduced |
| Welch & Forbes LLC | 7,531 | $1.01M | 0.02% | 00.0% | Unchanged |
| Tiaa, FSB | 7,569 | $1.02M | 0.00% | +1,094+16.9% | Added |
| Louisiana State Employees Retirement System | 7,600 | $1.02M | 0.03% | +100+1.3% | Added |
| FORA Capital, LLC | 7,665 | $1.03M | 0.17% | −3,294−30.1% | Reduced |
| Oxbow Advisors, LLC | 7,712 | $1.03M | 0.19% | −1,385−15.2% | Reduced |
| Illinois Municipal Retirement Fund | 7,761 | $1.04M | 0.02% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 7,774 | $1.04M | 0.85% | −290−3.6% | Reduced |
| Quantbot Technologies LP | 7,898 | $1.06M | 0.08% | +7,898 | New |
| Arrowstreet Capital, Limited Partnership | 7,951 | $1.07M | 0.00% | +6,180+349.0% | Added |
| Meyer Handelman Co | 8,000 | $1.07M | 0.04% | +375+4.9% | Added |
| Mount Yale Investment Advisors, LLC | 8,143 | $1.09M | 0.12% | −640−7.3% | Reduced |
| Henshaw Capital LLC | 8,318 | $1.12M | 0.07% | +40+0.5% | Added |
| Allstate Corp | 8,345 | $1.12M | 0.03% | +148+1.8% | Added |
| Allstate Investment Management Co | 8,345 | $1.12M | 0.03% | +8,345 | New |
| Toroso Investments, LLC | 8,380 | $1.12M | 0.04% | +5,994+251.2% | Added |
| Strengthening Families & Communities, LLC | 8,420 | $1.13M | 0.68% | +147+1.8% | Added |
| Guardian Wealth Advisors, LLC | 8,379 | $1.13M | 0.22% | +188+2.3% | Added |
| Hartford Investment Management Co | 8,529 | $1.14M | 0.03% | −2,691−24.0% | Reduced |
| Koshinski Asset Management, Inc. | 8,568 | $1.15M | 0.11% | −21−0.2% | Reduced |
| Vestcor Inc | 8,711 | $1.17M | 0.04% | +21+0.2% | Added |
| PDT Partners, LLC | 8,722 | $1.17M | 0.19% | +699+8.7% | Added |
| Natixis | 8,735 | $1.17M | 0.01% | +1,516+21.0% | Added |
| SNS Financial Group, LLC | 8,720 | $1.18M | 0.16% | −466−5.1% | Reduced |
| Maryland State Retirement & Pension System | 9,048 | $1.21M | 0.04% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 9,074 | $1.22M | 0.02% | +84+0.9% | Added |
| Northwest Investment Counselors, LLC | 9,106 | $1.22M | 0.35% | −100−1.1% | Reduced |
| Atlas Private Wealth Management | 9,131 | $1.22M | 0.57% | +1,464+19.1% | Added |
| Atria Investments LLC | 9,148 | $1.23M | 0.03% | −1,365−13.0% | Reduced |
| Man Group plc | 9,151 | $1.23M | 0.00% | +751+8.9% | Added |
| Kentucky Retirement Systems | 9,217 | $1.24M | 0.05% | +41+0.4% | Added |
| Neuberger Berman Group LLC | 9,216 | $1.24M | 0.00% | −11−0.1% | Reduced |
| Silvercrest Asset Management Group LLC | 9,460 | $1.27M | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 9,536 | $1.28M | 0.01% | +292+3.2% | Added |
| AdvisorShares Investments LLC | 9,576 | $1.28M | 0.36% | +1,947+25.5% | Added |
| Cetera Advisor Networks LLC | 9,599 | $1.29M | 0.01% | +6,093+173.8% | Added |
| Securian Asset Management, Inc | 9,666 | $1.30M | 0.04% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 9,744 | $1.31M | 0.34% | +2,708+38.5% | Added |
| Bleakley Financial Group, LLC | 9,757 | $1.31M | 0.05% | +9,757 | New |
| Westpac Banking Corp | 9,816 | $1.32M | 0.02% | +92+0.9% | Added |
| Swedbank AB | 9,891 | $1.33M | 0.00% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 9,972 | $1.34M | 0.49% | −4,218−29.7% | Reduced |
| WSFS Capital Management, LLC | 10,025 | $1.34M | 0.15% | +10,025 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,067 | $1.35M | 0.02% | +21+0.2% | Added |
| Cubist Systematic Strategies, LLC | 10,077 | $1.35M | 0.01% | −122,758−92.4% | Reduced |
| Aquatic Capital Management LLC | 10,100 | $1.35M | 0.10% | +6,000+146.3% | Added |
| Roundview Capital LLC | 10,305 | $1.38M | 0.16% | +558+5.7% | Added |
| British Columbia Investment Management Corp | 10,408 | $1.40M | 0.02% | −25,318−70.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 10,592 | $1.42M | 0.01% | 00.0% | Unchanged |
| Zurich Insurance Group Ltd | 10,600 | $1.42M | 0.02% | 00.0% | Unchanged |
| Nippon Life Global Investors Americas, Inc. | 10,700 | $1.44M | 0.09% | +2,770+34.9% | Added |
| Dean Investment Associates, LLC | 10,734 | $1.44M | 0.24% | +700+7.0% | Added |
| Wimmer Associates 1, LLC | 10,741 | $1.44M | 0.95% | +10+0.1% | Added |
| SRN Advisors, LLC | 10,797 | $1.45M | 1.44% | −2,210−17.0% | Reduced |
| Regions Financial Corp | 10,958 | $1.47M | 0.01% | −338−3.0% | Reduced |
| Rockefeller Capital Management L.P. | 11,159 | $1.50M | 0.01% | +148+1.3% | Added |
| Lantz Financial LLC | 11,255 | $1.51M | 0.69% | +91+0.8% | Added |
| Leavell Investment Management, Inc. | 11,225 | $1.51M | 0.11% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 11,452 | $1.54M | 0.36% | 00.0% | Unchanged |
| Bank of Nova Scotia | 11,617 | $1.56M | 0.00% | −4,125−26.2% | Reduced |
| American Century Companies Inc | 11,648 | $1.56M | 0.00% | +1,810+18.4% | Added |
| Lee Financial Co | 11,685 | $1.57M | 0.27% | +95+0.8% | Added |
| Coldstream Capital Management Inc | 11,729 | $1.57M | 0.06% | +11,729 | New |
| Buckhead Capital Management LLC | 11,825 | $1.59M | 0.38% | −955−7.5% | Reduced |
| Guggenheim Capital LLC | 11,848 | $1.59M | 0.01% | −4,014−25.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,874 | $1.59M | 0.03% | +95+0.8% | Added |
| CenterBook Partners LP | 12,339 | $1.66M | 0.27% | +5,471+79.7% | Added |
| National Bank of Canada | 12,458 | $1.67M | 0.00% | +2,084+20.1% | Added |
| Siemens Fonds Invest GmbH | 12,642 | $1.70M | 0.17% | −399−3.1% | Reduced |
| Princeton Global Asset Management LLC | 12,815 | $1.72M | 0.56% | −9−0.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 12,855 | $1.72M | 0.01% | −460−3.5% | Reduced |
| PGGM Investments | 12,865 | $1.73M | 0.03% | −1,716−11.8% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 12,900 | $1.73M | 1.23% | 00.0% | Unchanged |
| Millennium Management LLC | 13,040 | $1.75M | 0.00% | −158,714−92.4% | Reduced |
| Daiwa Securities Group Inc. | 13,043 | $1.75M | 0.01% | +358+2.8% | Added |
| Stratos Wealth Partners, LTD. | 13,069 | $1.75M | 0.04% | −16−0.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 13,078 | $1.75M | 0.03% | +269+2.1% | Added |
| Kestra Advisory Services, LLC | 13,269 | $1.78M | 0.02% | +1,424+12.0% | Added |
| Public Employees Retirement Association of Colorado | 13,314 | $1.79M | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 13,353 | $1.79M | 0.03% | +899+7.2% | Added |
| Oppenheimer Asset Management Inc. | 13,378 | $1.79M | 0.03% | +761+6.0% | Added |
| Schechter Investment Advisors, LLC | 13,547 | $1.82M | 0.17% | +1,576+13.2% | Added |
| First Republic Investment Management, Inc. | 13,570 | $1.82M | 0.00% | −10,465−43.5% | Reduced |
| Occidental Asset Management, LLC | 13,720 | $1.84M | 0.50% | +788+6.1% | Added |
| Czech National Bank | 13,765 | $1.85M | 0.05% | +142+1.0% | Added |
| SG Americas Securities, LLC | 14,113 | $1.89M | 0.03% | +10,700+313.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 14,150 | $1.90M | 0.09% | +5,180+57.7% | Added |