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 |
|---|---|---|---|---|---|
| Candriam Luxembourg S.C.A. | 14,427 | $1.94M | 0.01% | −1,762−10.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 14,468 | $1.94M | 0.09% | +180+1.3% | Added |
| San Luis Wealth Advisors LLC | 14,520 | $1.95M | 1.82% | +14,520 | New |
| Marshall Wace, LLP | 14,559 | $1.95M | 0.01% | −37,280−71.9% | Reduced |
| Jefferies Financial Group Inc. | 14,898 | $2.00M | 0.03% | +14,898 | New |
| Mirae Asset Global Investments Co., Ltd. | 15,234 | $2.04M | 0.01% | +2,554+20.1% | Added |
| Teacher Retirement System of Texas | 15,246 | $2.04M | 0.01% | −1,618−9.6% | Reduced |
| First National Trust Co | 15,262 | $2.05M | 0.11% | −10.0% | Reduced |
| Canada Pension Plan Investment Board | 15,265 | $2.05M | 0.00% | +15,055+7,169.0% | Added |
| Advisory Services Network, LLC | 15,474 | $2.08M | 0.06% | −428−2.7% | Reduced |
| Fruth Investment Management | 15,760 | $2.11M | 0.62% | −3,040−16.2% | Reduced |
| Aviva PLC | 15,841 | $2.12M | 0.01% | −18,264−53.6% | Reduced |
| Allianz Asset Management GmbH | 16,115 | $2.16M | 0.00% | −5,386−25.0% | Reduced |
| Suncoast Equity Management | 16,330 | $2.19M | 0.40% | +1,260+8.4% | Added |
| HighTower Advisors, LLC | 16,421 | $2.20M | 0.01% | −356−2.1% | Reduced |
| State of Alaska, Department of Revenue | 16,490 | $2.21M | 0.03% | −14,397−46.6% | Reduced |
| Sugarloaf Wealth Management, LLC | 16,602 | $2.23M | 0.56% | +972+6.2% | Added |
| Gateway Investment Advisers LLC | 16,609 | $2.23M | 0.03% | +44+0.3% | Added |
| Engineers Gate Manager LP | 16,618 | $2.23M | 0.13% | +7,749+87.4% | Added |
| Gotham Asset Management, LLC | 16,771 | $2.25M | 0.06% | −4,165−19.9% | Reduced |
| Mutual of America Capital Management LLC | 16,807 | $2.25M | 0.03% | +576+3.5% | Added |
| AQR Capital Management LLC | 16,900 | $2.27M | 0.01% | +167+1.0% | Added |
| CIBC Asset Management Inc | 16,982 | $2.28M | 0.01% | +1,283+8.2% | Added |
| Texas Permanent School Fund | 16,982 | $2.28M | 0.03% | +536+3.3% | Added |
| Comerica Bank | 15,699 | $2.28M | 0.02% | −236−1.5% | Reduced |
| Mariner, LLC | 17,281 | $2.32M | 0.01% | −2,801−13.9% | Reduced |
| Long Road Investment Counsel, LLC | 17,450 | $2.34M | 1.16% | −500−2.8% | Reduced |
| Yousif Capital Management, LLC | 17,585 | $2.36M | 0.03% | +432+2.5% | Added |
| M&T Bank Corp | 17,728 | $2.38M | 0.01% | −231−1.3% | Reduced |
| Creative Planning | 17,805 | $2.39M | 0.00% | +1,038+6.2% | Added |
| MML Investors Services, LLC | 18,120 | $2.43M | 0.02% | +1,242+7.4% | Added |
| Cidel Asset Management Inc | 18,168 | $2.44M | 0.11% | −2,768−13.2% | Reduced |
| USS Investment Management Ltd | 18,338 | $2.46M | 0.04% | 00.0% | Unchanged |
| Garrison Asset Management, LLC | 18,487 | $2.48M | 1.60% | −67−0.4% | Reduced |
| Cynosure Management, LLC | 18,664 | $2.50M | 2.60% | −647−3.4% | Reduced |
| TownSquare Capital, LLC | 18,688 | $2.51M | 0.06% | +2,851+18.0% | Added |
| Janney Montgomery Scott LLC | 18,802 | $2.52M | 0.01% | −2,951−13.6% | Reduced |
| New York Life Investment Management LLC | 19,099 | $2.56M | 0.03% | +701+3.8% | Added |
| Rafferty Asset Management, LLC | 19,205 | $2.58M | 0.02% | +3,529+22.5% | Added |
| CIBC World Markets Corp | 19,245 | $2.58M | 0.02% | +10,065+109.6% | Added |
| Gulf International Bank (UK) Ltd | 19,262 | $2.58M | 0.05% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 19,438 | $2.61M | 0.39% | −198−1.0% | Reduced |
| Burney Co | 19,706 | $2.64M | 0.13% | −260−1.3% | Reduced |
| Brinker Capital Investments, LLC | 19,799 | $2.66M | 0.05% | −186−0.9% | Reduced |
| SEI Investments Co | 19,847 | $2.66M | 0.01% | −3,890−16.4% | Reduced |
| Kestra Private Wealth Services, LLC | 19,857 | $2.66M | 0.13% | +131+0.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 19,888 | $2.67M | 0.02% | +2,741+16.0% | Added |
| Utah Retirement Systems | 20,691 | $2.78M | 0.04% | −200−1.0% | Reduced |
| Intrust Bank NA | 20,780 | $2.79M | 0.39% | −275−1.3% | Reduced |
| Public Sector Pension Investment Board | 20,836 | $2.79M | 0.02% | +8,310+66.3% | Added |
| Achmea Investment Management B.V. | 22,290 | $2.80M | 0.09% | +14,626+190.8% | Added |
| Snowden Capital Advisors LLC | 20,936 | $2.81M | 0.12% | +5,797+38.3% | Added |
| Goelzer Investment Management, Inc. | 21,004 | $2.82M | 0.24% | −2,095−9.1% | Reduced |
| HighTower Trust Services, LTA | 21,497 | $2.87M | 0.28% | +46+0.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 21,715 | $2.91M | 0.02% | +1,374+6.8% | Added |
| Brown Capital Management LLC | 22,031 | $2.96M | 0.05% | +10.0% | Added |
| First Hawaiian Bank | 22,988 | $3.08M | 0.11% | +970+4.4% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 23,000 | $3.08M | 0.13% | −4,500−16.4% | Reduced |
| DnB Asset Management AS | 23,489 | $3.15M | 0.02% | −111−0.5% | Reduced |
| Parsons Capital Management Inc | 23,505 | $3.15M | 0.26% | −122−0.5% | Reduced |
| Tredje AP-fonden | 23,714 | $3.18M | 0.05% | −193−0.8% | Reduced |
| Agf Management Ltd | 23,813 | $3.19M | 0.02% | +23,813 | New |
| Forsta Ap-Fonden | 24,000 | $3.22M | 0.04% | −9,000−27.3% | Reduced |
| Security National Bank | 24,036 | $3.22M | 0.87% | +817+3.5% | Added |
| Bridgewater Associates, LP | 24,822 | $3.33M | 0.02% | +24,822 | New |
| Allspring Global Investments Holdings, LLC | 24,878 | $3.34M | 0.01% | −131,275−84.1% | Reduced |
| Schroder Investment Management Group | 25,048 | $3.36M | 0.01% | −4,448−15.1% | Reduced |
| IFM Investors Pty Ltd | 25,052 | $3.36M | 0.06% | +484+2.0% | Added |
| Shell Asset Management Co | 25,290 | $3.39M | 0.15% | +8,275+48.6% | Added |
| Aureus Asset Management, LLC | 26,003 | $3.49M | 0.30% | +3,960+18.0% | Added |
| Brown Advisory Inc | 26,791 | $3.59M | 0.01% | −2,084−7.2% | Reduced |
| Panagora Asset Management Inc | 26,901 | $3.61M | 0.02% | −1,730−6.0% | Reduced |
| Xponance, Inc. | 26,918 | $3.61M | 0.06% | +2,875+12.0% | Added |
| Voloridge Investment Management, LLC | 27,056 | $3.63M | 0.02% | −14,609−35.1% | Reduced |
| Alberta Investment Management Corp | 27,307 | $3.66M | 0.03% | −19,979−42.3% | Reduced |
| Squarepoint Ops LLC | 27,630 | $3.71M | 0.03% | +7,223+35.4% | Added |
| Greenleaf Trust | 27,809 | $3.73M | 0.05% | −892−3.1% | Reduced |
| Nomura Asset Management Co Ltd | 27,912 | $3.74M | 0.02% | +453+1.6% | Added |
| Brady Family Wealth, LLC | 27,949 | $3.75M | 1.55% | +27,949 | New |
| Cullen/Frost Bankers, Inc. | 28,255 | $3.79M | 0.07% | +1,851+7.0% | Added |
| Buffington Mohr McNeal | 28,809 | $3.86M | 0.90% | −5,923−17.1% | Reduced |
| Commonwealth Equity Services, LLC | 28,971 | $3.88M | 0.01% | +4,512+18.4% | Added |
| SYSTM Wealth Solutions LLC | 29,717 | $3.99M | 0.50% | +29,717 | New |
| Middleton & Co Inc | 29,734 | $3.99M | 0.59% | −1,333−4.3% | Reduced |
| Institutional & Family Asset Management, LLC | 29,907 | $4.01M | 0.67% | −40−0.1% | Reduced |
| Appleton Partners Inc | 29,949 | $4.02M | 0.38% | +888+3.1% | Added |
| Great Lakes Advisors, LLC | 29,981 | $4.02M | 0.23% | +1,151+4.0% | Added |
| Holocene Advisors, LP | 30,216 | $4.05M | 0.03% | +22,918+314.0% | Added |
| HBK Sorce Advisory LLC | 30,398 | $4.08M | 0.11% | +15,461+103.5% | Added |
| Alaska Permanent Fund Corp | 30,593 | $4.10M | 0.07% | +165+0.5% | Added |
| Northstar Group, Inc. | 31,065 | $4.17M | 1.18% | +68+0.2% | Added |
| CI Private Wealth, LLC | 31,408 | $4.18M | 0.02% | +31,408 | New |
| Amalgamated Bank | 31,415 | $4.21M | 0.04% | −235−0.7% | Reduced |
| Echo Street Capital Management LLC | 31,607 | $4.24M | 0.04% | +22,141+233.9% | Added |
| KBC Group NV | 31,676 | $4.25M | 0.02% | −1,635−4.9% | Reduced |
| State of Michigan Retirement System | 31,960 | $4.29M | 0.03% | +200+0.6% | Added |
| Fifth Third Bancorp | 32,133 | $4.31M | 0.02% | −192−0.6% | Reduced |
| Andra AP-fonden | 32,200 | $4.32M | 0.13% | +11,700+57.1% | Added |
| Prana Capital Management, LP | 32,303 | $4.33M | 0.33% | +32,303 | New |
| American International Group, Inc. | 32,472 | $4.36M | 0.03% | −557−1.7% | Reduced |