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 |
|---|---|---|---|---|---|
| Citigroup Inc | 95,029 | $12.7M | 0.02% | +3,438+3.8% | Added |
| Nicholas Company, Inc. | 93,095 | $12.5M | 0.27% | −9,930−9.6% | Reduced |
| FIL Ltd | 90,461 | $12.1M | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 90,198 | $12.1M | 0.02% | −6,216−6.4% | Reduced |
| Diamond Hill Capital Management Inc | 89,243 | $12.0M | 0.05% | −177−0.2% | Reduced |
| Vigilant Capital Management, LLC | 87,698 | $11.8M | 1.01% | +2,492+2.9% | Added |
| Walter Public Investments Inc. | 87,026 | $11.7M | 3.88% | −1,218−1.4% | Reduced |
| Manufacturers Life Insurance Company, The | 86,636 | $11.6M | 0.01% | −1,409−1.6% | Reduced |
| Kelly Lawrence W & Associates Inc | 84,016 | $11.3M | 3.21% | −6,000−6.7% | Reduced |
| First National Bank of Omaha | 83,786 | $11.2M | 0.69% | −531−0.6% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 76,414 | $10.2M | 0.15% | +23,972+45.7% | Added |
| Russell Investments Group, Ltd. | 74,934 | $10.1M | 0.02% | −1,873−2.4% | Reduced |
| CIBC Private Wealth Group, LLC | 504,001 | $10.0M | 0.03% | −17,446−3.3% | Reduced |
| Congress Wealth Management LLC | 73,303 | $9.83M | 0.25% | +1,889+2.6% | Added |
| Voya Investment Management LLC | 72,590 | $9.74M | 0.01% | +757+1.1% | Added |
| Advisors Asset Management, Inc. | 71,836 | $9.64M | 0.20% | −8,164−10.2% | Reduced |
| Crossmark Global Holdings, Inc. | 69,810 | $9.36M | 0.23% | +3,659+5.5% | Added |
| Natixis Advisors, L.P. | 69,319 | $9.30M | 0.04% | −3,688−5.1% | Reduced |
| Stifel Financial Corp | 68,573 | $9.20M | 0.01% | −201−0.3% | Reduced |
| Fulton Breakefield Broenniman LLC | 67,944 | $9.11M | 0.81% | −4,212−5.8% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 67,834 | $9.10M | 0.04% | −4,009−5.6% | Reduced |
| State of Wisconsin Investment Board | 67,789 | $9.09M | 0.03% | −7,843−10.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 67,486 | $9.05M | 0.11% | 00.0% | Unchanged |
| Washington Trust Co | 67,040 | $8.99M | 0.42% | −5,558−7.7% | Reduced |
| Bell Asset Management Ltd | 66,786 | $8.96M | 1.68% | +28,463+74.3% | Added |
| FMR LLC | 65,549 | $8.79M | 0.00% | −47,462−42.0% | Reduced |
| The PNC Financial Services Group, Inc. | 64,830 | $8.70M | 0.01% | −2,000−3.0% | Reduced |
| Colony Group LLC | 63,832 | $8.56M | 0.12% | −858−1.3% | Reduced |
| Norges Bank | 63,764 | $8.55M | 0.00% | −970,845−93.8% | Reduced |
| State of New Jersey Common Pension Fund D | 63,607 | $8.53M | 0.03% | 00.0% | Unchanged |
| McRae Capital Management Inc | 63,204 | $8.48M | 2.48% | −50−0.1% | Reduced |
| Toronto Dominion Bank | 62,911 | $8.43M | 0.01% | −4,701−7.0% | Reduced |
| 1623 Capital LLC | 62,407 | $8.37M | 6.04% | +2,707+4.5% | Added |
| Korea Investment CORP | 61,213 | $8.21M | 0.03% | −230,570−79.0% | Reduced |
| DekaBank Deutsche Girozentrale | 60,027 | $8.20M | 0.02% | +7,598+14.5% | Added |
| Southernsun Asset Management, LLC | 61,010 | $8.18M | 0.93% | −14,227−18.9% | Reduced |
| Public Employees Retirement System of Ohio | 59,823 | $8.02M | 0.03% | +581+1.0% | Added |
| Victory Capital Management Inc | 57,089 | $7.66M | 0.01% | −13,714−19.4% | Reduced |
| Mn Services Vermogensbeheer B.V. | 55,830 | $7.49M | 0.08% | −8,000−12.5% | Reduced |
| Manning & Napier Group, LLC | 54,874 | $7.36M | 0.09% | −546−1.0% | Reduced |
| Logan Capital Management Inc | 53,678 | $7.20M | 0.37% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 53,127 | $7.13M | 0.02% | −652−1.2% | Reduced |
| FineMark National Bank & Trust | 52,646 | $7.06M | 0.32% | −3,261−5.8% | Reduced |
| Asset Management One Co.,Ltd. | 51,585 | $7.05M | 0.03% | −10,064−16.3% | Reduced |
| Vision Capital Management, Inc. | 51,915 | $6.96M | 1.33% | +74+0.1% | Added |
| Treasurer of the State of North Carolina | 51,792 | $6.95M | 0.04% | +1,780+3.6% | Added |
| Handelsbanken Fonder AB | 51,471 | $6.90M | 0.04% | +36,078+234.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 51,456 | $6.90M | 0.01% | −379−0.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 50,640 | $6.79M | 0.04% | +17,384+52.3% | Added |
| Advisor Group Holdings, Inc. | 49,670 | $6.67M | 0.01% | +4,156+9.1% | Added |
| Addenda Capital Inc. | 49,217 | $6.63M | 0.29% | +6,050+14.0% | Added |
| Tudor Investment Corp Et Al | 49,398 | $6.63M | 0.16% | +16,033+48.1% | Added |
| Motley Fool Asset Management LLC | 48,662 | $6.53M | 0.74% | −2,177−4.3% | Reduced |
| Cyrus J. Lawrence, LLC | 46,993 | $6.30M | 1.88% | −549−1.2% | Reduced |
| Pictet Asset Management SA | 46,742 | $6.27M | 0.01% | −613−1.3% | Reduced |
| Standard Life Aberdeen plc | 46,535 | $6.24M | 0.02% | +6,247+15.5% | Added |
| US Bancorp | 46,440 | $6.23M | 0.01% | −260−0.6% | Reduced |
| Alley Investment Management Company, LLC | 46,096 | $6.18M | 1.06% | −1,195−2.5% | Reduced |
| Susquehanna International Group, LLP | 44,385 | $5.95M | 0.01% | +42,475+2,223.8% | Added |
| Independent Advisor Alliance | 44,023 | $5.91M | 0.72% | −20.0% | Reduced |
| Captrust Financial Advisors | 43,992 | $5.90M | 0.03% | +1,856+4.4% | Added |
| Hamilton Point Investment Advisors, LLC | 43,684 | $5.89M | 1.62% | +167+0.4% | Added |
| Marks Group Wealth Management, Inc | 43,550 | $5.84M | 0.80% | +411+1.0% | Added |
| Ensign Peak Advisors, Inc | 43,517 | $5.84M | 0.01% | +1,050+2.5% | Added |
| Running Oak Capital LLC | 43,112 | $5.78M | 1.70% | +3,550+9.0% | Added |
| McCollum Christoferson Group LLC | 42,920 | $5.76M | 1.82% | +244+0.6% | Added |
| Royal London Asset Management Ltd | 42,017 | $5.64M | 0.03% | +3,591+9.3% | Added |
| Nisa Investment Advisors, LLC | 42,012 | $5.63M | 0.04% | −2,443−5.5% | Reduced |
| Mattern Capital Management, LLC | 41,535 | $5.57M | 1.03% | +1,750+4.4% | Added |
| Santa Monica Partners LP | 40,793 | $5.47M | 3.96% | 00.0% | Unchanged |
| Blair William & Co | 40,227 | $5.40M | 0.02% | −7,675−16.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 39,616 | $5.31M | 0.12% | +6,000+17.8% | Added |
| AXA S.A. | 39,170 | $5.25M | 0.02% | −38,141−49.3% | Reduced |
| Retirement Systems of Alabama | 37,692 | $5.06M | 0.02% | −1,244−3.2% | Reduced |
| Amica Mutual Insurance Co | 37,298 | $5.00M | 0.63% | +4,167+12.6% | Added |
| O'Brien Greene & Co. Inc | 36,135 | $4.85M | 1.84% | −75,729−67.7% | Reduced |
| GHP Investment Advisors, Inc. | 35,464 | $4.76M | 0.32% | −190−0.5% | Reduced |
| MetLife Investment Management | 34,919 | $4.68M | 0.04% | −580−1.6% | Reduced |
| ProShare Advisors LLC | 34,554 | $4.63M | 0.02% | +112+0.3% | Added |
| Palmer Knight Co | 33,780 | $4.53M | 4.05% | −61−0.2% | Reduced |
| Arizona State Retirement System | 33,203 | $4.45M | 0.04% | +1,016+3.2% | Added |
| Aptus Capital Advisors, LLC | 33,009 | $4.43M | 0.15% | +2,433+8.0% | Added |
| American Money Management, LLC | 32,753 | $4.39M | 1.25% | −162−0.5% | Reduced |
| STRS Ohio | 32,500 | $4.36M | 0.02% | +32,500 | New |
| American International Group, Inc. | 32,472 | $4.36M | 0.03% | −557−1.7% | Reduced |
| Prana Capital Management, LP | 32,303 | $4.33M | 0.33% | +32,303 | New |
| Andra AP-fonden | 32,200 | $4.32M | 0.13% | +11,700+57.1% | Added |
| Fifth Third Bancorp | 32,133 | $4.31M | 0.02% | −192−0.6% | Reduced |
| State of Michigan Retirement System | 31,960 | $4.29M | 0.03% | +200+0.6% | Added |
| KBC Group NV | 31,676 | $4.25M | 0.02% | −1,635−4.9% | Reduced |
| Echo Street Capital Management LLC | 31,607 | $4.24M | 0.04% | +22,141+233.9% | Added |
| Amalgamated Bank | 31,415 | $4.21M | 0.04% | −235−0.7% | Reduced |
| CI Private Wealth, LLC | 31,408 | $4.18M | 0.02% | +31,408 | New |
| Northstar Group, Inc. | 31,065 | $4.17M | 1.18% | +68+0.2% | Added |
| Alaska Permanent Fund Corp | 30,593 | $4.10M | 0.07% | +165+0.5% | Added |
| HBK Sorce Advisory LLC | 30,398 | $4.08M | 0.11% | +15,461+103.5% | Added |
| Holocene Advisors, LP | 30,216 | $4.05M | 0.03% | +22,918+314.0% | Added |
| Great Lakes Advisors, LLC | 29,981 | $4.02M | 0.23% | +1,151+4.0% | Added |
| Appleton Partners Inc | 29,949 | $4.02M | 0.38% | +888+3.1% | Added |
| Institutional & Family Asset Management, LLC | 29,907 | $4.01M | 0.67% | −40−0.1% | Reduced |