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 |
|---|---|---|---|---|---|
| STRS Ohio | 32,500 | $4.36M | 0.02% | +32,500 | New |
| American Money Management, LLC | 32,753 | $4.39M | 1.25% | −162−0.5% | Reduced |
| Aptus Capital Advisors, LLC | 33,009 | $4.43M | 0.15% | +2,433+8.0% | Added |
| Arizona State Retirement System | 33,203 | $4.45M | 0.04% | +1,016+3.2% | Added |
| Palmer Knight Co | 33,780 | $4.53M | 4.05% | −61−0.2% | Reduced |
| ProShare Advisors LLC | 34,554 | $4.63M | 0.02% | +112+0.3% | Added |
| MetLife Investment Management | 34,919 | $4.68M | 0.04% | −580−1.6% | Reduced |
| GHP Investment Advisors, Inc. | 35,464 | $4.76M | 0.32% | −190−0.5% | Reduced |
| O'Brien Greene & Co. Inc | 36,135 | $4.85M | 1.84% | −75,729−67.7% | Reduced |
| Amica Mutual Insurance Co | 37,298 | $5.00M | 0.63% | +4,167+12.6% | Added |
| Retirement Systems of Alabama | 37,692 | $5.06M | 0.02% | −1,244−3.2% | Reduced |
| AXA S.A. | 39,170 | $5.25M | 0.02% | −38,141−49.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 39,616 | $5.31M | 0.12% | +6,000+17.8% | Added |
| Blair William & Co | 40,227 | $5.40M | 0.02% | −7,675−16.0% | Reduced |
| Santa Monica Partners LP | 40,793 | $5.47M | 3.96% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 41,535 | $5.57M | 1.03% | +1,750+4.4% | Added |
| Nisa Investment Advisors, LLC | 42,012 | $5.63M | 0.04% | −2,443−5.5% | Reduced |
| Royal London Asset Management Ltd | 42,017 | $5.64M | 0.03% | +3,591+9.3% | Added |
| McCollum Christoferson Group LLC | 42,920 | $5.76M | 1.82% | +244+0.6% | Added |
| Running Oak Capital LLC | 43,112 | $5.78M | 1.70% | +3,550+9.0% | Added |
| Ensign Peak Advisors, Inc | 43,517 | $5.84M | 0.01% | +1,050+2.5% | Added |
| Marks Group Wealth Management, Inc | 43,550 | $5.84M | 0.80% | +411+1.0% | Added |
| Hamilton Point Investment Advisors, LLC | 43,684 | $5.89M | 1.62% | +167+0.4% | Added |
| Captrust Financial Advisors | 43,992 | $5.90M | 0.03% | +1,856+4.4% | Added |
| Independent Advisor Alliance | 44,023 | $5.91M | 0.72% | −20.0% | Reduced |
| Susquehanna International Group, LLP | 44,385 | $5.95M | 0.01% | +42,475+2,223.8% | Added |
| Alley Investment Management Company, LLC | 46,096 | $6.18M | 1.06% | −1,195−2.5% | Reduced |
| US Bancorp | 46,440 | $6.23M | 0.01% | −260−0.6% | Reduced |
| Standard Life Aberdeen plc | 46,535 | $6.24M | 0.02% | +6,247+15.5% | Added |
| Pictet Asset Management SA | 46,742 | $6.27M | 0.01% | −613−1.3% | Reduced |
| Cyrus J. Lawrence, LLC | 46,993 | $6.30M | 1.88% | −549−1.2% | Reduced |
| Motley Fool Asset Management LLC | 48,662 | $6.53M | 0.74% | −2,177−4.3% | Reduced |
| Tudor Investment Corp Et Al | 49,398 | $6.63M | 0.16% | +16,033+48.1% | Added |
| Addenda Capital Inc. | 49,217 | $6.63M | 0.29% | +6,050+14.0% | Added |
| Advisor Group Holdings, Inc. | 49,670 | $6.67M | 0.01% | +4,156+9.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 50,640 | $6.79M | 0.04% | +17,384+52.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 51,456 | $6.90M | 0.01% | −379−0.7% | Reduced |
| Handelsbanken Fonder AB | 51,471 | $6.90M | 0.04% | +36,078+234.4% | Added |
| Treasurer of the State of North Carolina | 51,792 | $6.95M | 0.04% | +1,780+3.6% | Added |
| Vision Capital Management, Inc. | 51,915 | $6.96M | 1.33% | +74+0.1% | Added |
| Asset Management One Co.,Ltd. | 51,585 | $7.05M | 0.03% | −10,064−16.3% | Reduced |
| FineMark National Bank & Trust | 52,646 | $7.06M | 0.32% | −3,261−5.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 53,127 | $7.13M | 0.02% | −652−1.2% | Reduced |
| Logan Capital Management Inc | 53,678 | $7.20M | 0.37% | 00.0% | Unchanged |
| Manning & Napier Group, LLC | 54,874 | $7.36M | 0.09% | −546−1.0% | Reduced |
| Mn Services Vermogensbeheer B.V. | 55,830 | $7.49M | 0.08% | −8,000−12.5% | Reduced |
| Victory Capital Management Inc | 57,089 | $7.66M | 0.01% | −13,714−19.4% | Reduced |
| Public Employees Retirement System of Ohio | 59,823 | $8.02M | 0.03% | +581+1.0% | Added |
| Southernsun Asset Management, LLC | 61,010 | $8.18M | 0.93% | −14,227−18.9% | Reduced |
| DekaBank Deutsche Girozentrale | 60,027 | $8.20M | 0.02% | +7,598+14.5% | Added |
| Korea Investment CORP | 61,213 | $8.21M | 0.03% | −230,570−79.0% | Reduced |
| 1623 Capital LLC | 62,407 | $8.37M | 6.04% | +2,707+4.5% | Added |
| Toronto Dominion Bank | 62,911 | $8.43M | 0.01% | −4,701−7.0% | Reduced |
| McRae Capital Management Inc | 63,204 | $8.48M | 2.48% | −50−0.1% | Reduced |
| State of New Jersey Common Pension Fund D | 63,607 | $8.53M | 0.03% | 00.0% | Unchanged |
| Norges Bank | 63,764 | $8.55M | 0.00% | −970,845−93.8% | Reduced |
| Colony Group LLC | 63,832 | $8.56M | 0.12% | −858−1.3% | Reduced |
| The PNC Financial Services Group, Inc. | 64,830 | $8.70M | 0.01% | −2,000−3.0% | Reduced |
| FMR LLC | 65,549 | $8.79M | 0.00% | −47,462−42.0% | Reduced |
| Bell Asset Management Ltd | 66,786 | $8.96M | 1.68% | +28,463+74.3% | Added |
| Washington Trust Co | 67,040 | $8.99M | 0.42% | −5,558−7.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 67,486 | $9.05M | 0.11% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 67,789 | $9.09M | 0.03% | −7,843−10.4% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 67,834 | $9.10M | 0.04% | −4,009−5.6% | Reduced |
| Fulton Breakefield Broenniman LLC | 67,944 | $9.11M | 0.81% | −4,212−5.8% | Reduced |
| Stifel Financial Corp | 68,573 | $9.20M | 0.01% | −201−0.3% | Reduced |
| Natixis Advisors, L.P. | 69,319 | $9.30M | 0.04% | −3,688−5.1% | Reduced |
| Crossmark Global Holdings, Inc. | 69,810 | $9.36M | 0.23% | +3,659+5.5% | Added |
| Advisors Asset Management, Inc. | 71,836 | $9.64M | 0.20% | −8,164−10.2% | Reduced |
| Voya Investment Management LLC | 72,590 | $9.74M | 0.01% | +757+1.1% | Added |
| Congress Wealth Management LLC | 73,303 | $9.83M | 0.25% | +1,889+2.6% | Added |
| CIBC Private Wealth Group, LLC | 504,001 | $10.0M | 0.03% | −17,446−3.3% | Reduced |
| Russell Investments Group, Ltd. | 74,934 | $10.1M | 0.02% | −1,873−2.4% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 76,414 | $10.2M | 0.15% | +23,972+45.7% | Added |
| First National Bank of Omaha | 83,786 | $11.2M | 0.69% | −531−0.6% | Reduced |
| Kelly Lawrence W & Associates Inc | 84,016 | $11.3M | 3.21% | −6,000−6.7% | Reduced |
| Manufacturers Life Insurance Company, The | 86,636 | $11.6M | 0.01% | −1,409−1.6% | Reduced |
| Walter Public Investments Inc. | 87,026 | $11.7M | 3.88% | −1,218−1.4% | Reduced |
| Vigilant Capital Management, LLC | 87,698 | $11.8M | 1.01% | +2,492+2.9% | Added |
| Diamond Hill Capital Management Inc | 89,243 | $12.0M | 0.05% | −177−0.2% | Reduced |
| Truist Financial Corp | 90,198 | $12.1M | 0.02% | −6,216−6.4% | Reduced |
| FIL Ltd | 90,461 | $12.1M | 0.01% | 00.0% | Unchanged |
| Nicholas Company, Inc. | 93,095 | $12.5M | 0.27% | −9,930−9.6% | Reduced |
| Citigroup Inc | 95,029 | $12.7M | 0.02% | +3,438+3.8% | Added |
| BNP Paribas Arbitrage, SA | 99,611 | $13.4M | 0.03% | +30,738+44.6% | Added |
| Core Alternative Capital | 99,776 | $13.4M | 1.70% | +12,178+13.9% | Added |
| Assenagon Asset Management S.A. | 99,863 | $13.4M | 0.06% | +96,445+2,821.7% | Added |
| Twinbeech Capital LP | 101,429 | $13.6M | 0.26% | +87,971+653.7% | Added |
| Bank of Montreal | 100,225 | $13.6M | 0.01% | +41,648+71.1% | Added |
| Wendell David Associates Inc | 104,747 | $14.1M | 1.73% | +202+0.2% | Added |
| State of Tennessee, Treasury Department | 105,209 | $14.1M | 0.07% | +16,620+18.8% | Added |
| Bath Savings Trust Co | 107,894 | $14.5M | 1.87% | +398+0.4% | Added |
| Great West Life Assurance Co | 115,805 | $15.6M | 0.04% | +9,675+9.1% | Added |
| Motley Fool Wealth Management, LLC | 122,160 | $16.4M | 1.14% | −3,798−3.0% | Reduced |
| New York State Teachers Retirement System | 123,372 | $16.5M | 0.04% | +610.0% | Added |
| Alta Capital Management LLC | 124,339 | $16.7M | 1.28% | −6,900−5.3% | Reduced |
| State Board of Administration of Florida Retirement System | 128,863 | $17.3M | 0.04% | +190+0.1% | Added |
| Prudential Financial Inc | 129,475 | $17.4M | 0.03% | −50,580−28.1% | Reduced |
| Pinebridge Investments, L.P. | 136,127 | $18.3M | 0.22% | +41,065+43.2% | Added |
| Dearborn Partners LLC | 139,307 | $18.7M | 0.75% | −4,979−3.5% | Reduced |