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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
Magnetar Financial LLC0$00.00%−7,073−100.0%Sold out
ING Groep NV0$00.00%−6,967−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−6,536−100.0%Sold out
CIBC World Markets Inc.0$00.00%−6,431−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−5,359−100.0%Sold out
Jump Financial, LLC0$00.00%−5,065−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−4,343−100.0%Sold out
Advisors Preferred, LLC0$00.00%−3,825−100.0%Sold out
Paradigm Asset Management Co LLC0$00.00%−3,400−100.0%Sold out
JSF Financial, LLC0$00.00%−3,379−100.0%Sold out
Wedmont Private Capital0$00.00%−3,202−100.0%Sold out
Stevens Capital Management LP0$00.00%−2,792−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−2,791−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−2,684−100.0%Sold out
Ritholtz Wealth Management0$00.00%−2,495−100.0%Sold out
West Family Investments, Inc.0$00.00%−1,856−100.0%Sold out
Spreng Capital Management, Inc.0$00.00%−1,825−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−1,795−100.0%Sold out
Washington Trust Bank0$00.00%−1,754−100.0%Sold out
DF Dent & Co Inc0$00.00%−1,733−100.0%Sold out
Covenant Partners, LLC0$00.00%−1,716−100.0%Sold out
Apella Capital, LLC0$00.00%−1,670−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−1,633−100.0%Sold out
GPS Wealth Strategies Group, LLC0$00.00%−1,636−100.0%Sold out
BSW Wealth Partners0$00.00%−1,597−100.0%Sold out
MQS Management LLC0$00.00%−1,588−100.0%Sold out
Ballentine Partners, LLC0$00.00%−1,525−100.0%Sold out
Ascent Wealth Partners, LLC0$00.00%−1,522−100.0%Sold out
Integrated Wealth Concepts LLC0$00.00%−1,518−100.0%Sold out
River Wealth Advisors LLC0$00.00%−1,509−100.0%Sold out
Ledyard National Bank0$00.00%−1,503−100.0%Sold out
Aull & Monroe Investment Management Corp0$00.00%−1,491−100.0%Sold out
HB Wealth Management, LLC0$00.00%−1,484−100.0%Sold out
RMB Capital Management, LLC0$00.00%−1,463−100.0%Sold out
Optas, LLC0$00.00%−1,464−100.0%Sold out
Cigna Investments Inc0$00.00%−1,440−100.0%Sold out
Horizon Investments, LLC0$00.00%−1,428−100.0%Sold out
Peapack Gladstone Financial Corp0$00.00%−1,417−100.0%Sold out
Campion Asset Management LLC0$00.00%−1,410−100.0%Sold out
Willis Investment Counsel0$00.00%−1,400−100.0%Sold out
Geller Advisors LLC0$00.00%−1,396−100.0%Sold out
Silver Oak Securities, Inc0$00.00%−973−100.0%Sold out
Sentry Investment Management LLC0$00.00%−793−100.0%Sold out
MUFG Americas Holdings Corp0$00.00%−540−100.0%Sold out
Altshuler Shaham Ltd0$00.00%−385−100.0%Sold out
Itau Unibanco Holding S.A.0$00.00%−375−100.0%Sold out
Country Trust Bank0$00.00%−300−100.0%Sold out
Marquette Asset Management, LLC0$00.00%−300−100.0%Sold out
Riverview Trust Co0$00.00%−189−100.0%Sold out
Howe & Rusling Inc0$00.00%−130−100.0%Sold out
Brown, Lisle/Cummings, Inc.0$00.00%−125−100.0%Sold out
Axim Planning & Wealth0$00.00%−118−100.0%Sold out
Motco0$00.00%−100−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−93−100.0%Sold out
Advanced Research Investment Solutions, LLC0$00.00%−60−100.0%Sold out
Wagner Wealth Management, LLC0$00.00%−49−100.0%Sold out
Selective Wealth Management, Inc.0$00.00%−50−100.0%Sold out
Neo Ivy Capital Management0$00.00%−42−100.0%Sold out
Evoke Wealth, LLC0$00.00%−43−100.0%Sold out
Clearstead Advisors, LLC0$00.00%−30−100.0%Sold out
Blue Bell Private Wealth Management, LLC0$00.00%−25−100.0%Sold out
Almanack Investment Partners, LLC.0$00.00%−25−100.0%Sold out
Trustcore Financial Services, LLC0$00.00%−21−100.0%Sold out
Standard Family Office LLC0$00.00%−22−100.0%Sold out
Atlanta Capital Management Co L L C––––Not filed
Eaton Vance Management––––Not filed
Bowling Portfolio Management LLC––––Not filed
AGF Investments LLC––––Not filed
Regentatlantic Capital LLC––––Not filed
H. L. Ormond & Company, LLC––––Not filed
American Portfolios Advisors––––Not filed
Ashfield Capital Partners, LLC––––Not filed
Beaumont Financial Partners, LLC––––Not filed
Corient Capital Partners, LLC––––Not filed
NuWave Investment Management, LLC––––Not filed
Redpoint Investment Management Pty Ltd––––Not filed
Keebeck Alpha, LP––––Not filed
FourThought Financial, LLC––––Not filed
Wipfli Financial Advisors LLC,––––Not filed
Newfound Research LLC––––Not filed
Surevest, LLC––––Not filed