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 |
|---|---|---|---|---|---|
| Middleton & Co Inc | 29,734 | $3.99M | 0.59% | −1,333−4.3% | Reduced |
| SYSTM Wealth Solutions LLC | 29,717 | $3.99M | 0.50% | +29,717 | New |
| Commonwealth Equity Services, LLC | 28,971 | $3.88M | 0.01% | +4,512+18.4% | Added |
| Buffington Mohr McNeal | 28,809 | $3.86M | 0.90% | −5,923−17.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 28,255 | $3.79M | 0.07% | +1,851+7.0% | Added |
| Brady Family Wealth, LLC | 27,949 | $3.75M | 1.55% | +27,949 | New |
| Nomura Asset Management Co Ltd | 27,912 | $3.74M | 0.02% | +453+1.6% | Added |
| Greenleaf Trust | 27,809 | $3.73M | 0.05% | −892−3.1% | Reduced |
| Squarepoint Ops LLC | 27,630 | $3.71M | 0.03% | +7,223+35.4% | Added |
| Alberta Investment Management Corp | 27,307 | $3.66M | 0.03% | −19,979−42.3% | Reduced |
| Voloridge Investment Management, LLC | 27,056 | $3.63M | 0.02% | −14,609−35.1% | Reduced |
| Xponance, Inc. | 26,918 | $3.61M | 0.06% | +2,875+12.0% | Added |
| Panagora Asset Management Inc | 26,901 | $3.61M | 0.02% | −1,730−6.0% | Reduced |
| Brown Advisory Inc | 26,791 | $3.59M | 0.01% | −2,084−7.2% | Reduced |
| Aureus Asset Management, LLC | 26,003 | $3.49M | 0.30% | +3,960+18.0% | Added |
| Shell Asset Management Co | 25,290 | $3.39M | 0.15% | +8,275+48.6% | Added |
| IFM Investors Pty Ltd | 25,052 | $3.36M | 0.06% | +484+2.0% | Added |
| Schroder Investment Management Group | 25,048 | $3.36M | 0.01% | −4,448−15.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 24,878 | $3.34M | 0.01% | −131,275−84.1% | Reduced |
| Bridgewater Associates, LP | 24,822 | $3.33M | 0.02% | +24,822 | New |
| Security National Bank | 24,036 | $3.22M | 0.87% | +817+3.5% | Added |
| Forsta Ap-Fonden | 24,000 | $3.22M | 0.04% | −9,000−27.3% | Reduced |
| Agf Management Ltd | 23,813 | $3.19M | 0.02% | +23,813 | New |
| Tredje AP-fonden | 23,714 | $3.18M | 0.05% | −193−0.8% | Reduced |
| Parsons Capital Management Inc | 23,505 | $3.15M | 0.26% | −122−0.5% | Reduced |
| DnB Asset Management AS | 23,489 | $3.15M | 0.02% | −111−0.5% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 23,000 | $3.08M | 0.13% | −4,500−16.4% | Reduced |
| First Hawaiian Bank | 22,988 | $3.08M | 0.11% | +970+4.4% | Added |
| Brown Capital Management LLC | 22,031 | $2.96M | 0.05% | +10.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 21,715 | $2.91M | 0.02% | +1,374+6.8% | Added |
| HighTower Trust Services, LTA | 21,497 | $2.87M | 0.28% | +46+0.2% | Added |
| Goelzer Investment Management, Inc. | 21,004 | $2.82M | 0.24% | −2,095−9.1% | Reduced |
| Snowden Capital Advisors LLC | 20,936 | $2.81M | 0.12% | +5,797+38.3% | Added |
| Achmea Investment Management B.V. | 22,290 | $2.80M | 0.09% | +14,626+190.8% | Added |
| Public Sector Pension Investment Board | 20,836 | $2.79M | 0.02% | +8,310+66.3% | Added |
| Intrust Bank NA | 20,780 | $2.79M | 0.39% | −275−1.3% | Reduced |
| Utah Retirement Systems | 20,691 | $2.78M | 0.04% | −200−1.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 19,888 | $2.67M | 0.02% | +2,741+16.0% | Added |
| Kestra Private Wealth Services, LLC | 19,857 | $2.66M | 0.13% | +131+0.7% | Added |
| SEI Investments Co | 19,847 | $2.66M | 0.01% | −3,890−16.4% | Reduced |
| Brinker Capital Investments, LLC | 19,799 | $2.66M | 0.05% | −186−0.9% | Reduced |
| Burney Co | 19,706 | $2.64M | 0.13% | −260−1.3% | Reduced |
| Griffin Asset Management, Inc. | 19,438 | $2.61M | 0.39% | −198−1.0% | Reduced |
| Gulf International Bank (UK) Ltd | 19,262 | $2.58M | 0.05% | 00.0% | Unchanged |
| CIBC World Markets Corp | 19,245 | $2.58M | 0.02% | +10,065+109.6% | Added |
| Rafferty Asset Management, LLC | 19,205 | $2.58M | 0.02% | +3,529+22.5% | Added |
| New York Life Investment Management LLC | 19,099 | $2.56M | 0.03% | +701+3.8% | Added |
| Janney Montgomery Scott LLC | 18,802 | $2.52M | 0.01% | −2,951−13.6% | Reduced |
| TownSquare Capital, LLC | 18,688 | $2.51M | 0.06% | +2,851+18.0% | Added |
| Cynosure Management, LLC | 18,664 | $2.50M | 2.60% | −647−3.4% | Reduced |
| Garrison Asset Management, LLC | 18,487 | $2.48M | 1.60% | −67−0.4% | Reduced |
| USS Investment Management Ltd | 18,338 | $2.46M | 0.04% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 18,168 | $2.44M | 0.11% | −2,768−13.2% | Reduced |
| MML Investors Services, LLC | 18,120 | $2.43M | 0.02% | +1,242+7.4% | Added |
| Creative Planning | 17,805 | $2.39M | 0.00% | +1,038+6.2% | Added |
| M&T Bank Corp | 17,728 | $2.38M | 0.01% | −231−1.3% | Reduced |
| Yousif Capital Management, LLC | 17,585 | $2.36M | 0.03% | +432+2.5% | Added |
| Long Road Investment Counsel, LLC | 17,450 | $2.34M | 1.16% | −500−2.8% | Reduced |
| Mariner, LLC | 17,281 | $2.32M | 0.01% | −2,801−13.9% | Reduced |
| Comerica Bank | 15,699 | $2.28M | 0.02% | −236−1.5% | Reduced |
| Texas Permanent School Fund | 16,982 | $2.28M | 0.03% | +536+3.3% | Added |
| CIBC Asset Management Inc | 16,982 | $2.28M | 0.01% | +1,283+8.2% | Added |
| AQR Capital Management LLC | 16,900 | $2.27M | 0.01% | +167+1.0% | Added |
| Mutual of America Capital Management LLC | 16,807 | $2.25M | 0.03% | +576+3.5% | Added |
| Gotham Asset Management, LLC | 16,771 | $2.25M | 0.06% | −4,165−19.9% | Reduced |
| Engineers Gate Manager LP | 16,618 | $2.23M | 0.13% | +7,749+87.4% | Added |
| Gateway Investment Advisers LLC | 16,609 | $2.23M | 0.03% | +44+0.3% | Added |
| Sugarloaf Wealth Management, LLC | 16,602 | $2.23M | 0.56% | +972+6.2% | Added |
| State of Alaska, Department of Revenue | 16,490 | $2.21M | 0.03% | −14,397−46.6% | Reduced |
| HighTower Advisors, LLC | 16,421 | $2.20M | 0.01% | −356−2.1% | Reduced |
| Suncoast Equity Management | 16,330 | $2.19M | 0.40% | +1,260+8.4% | Added |
| Allianz Asset Management GmbH | 16,115 | $2.16M | 0.00% | −5,386−25.0% | Reduced |
| Aviva PLC | 15,841 | $2.12M | 0.01% | −18,264−53.6% | Reduced |
| Fruth Investment Management | 15,760 | $2.11M | 0.62% | −3,040−16.2% | Reduced |
| Advisory Services Network, LLC | 15,474 | $2.08M | 0.06% | −428−2.7% | Reduced |
| Canada Pension Plan Investment Board | 15,265 | $2.05M | 0.00% | +15,055+7,169.0% | Added |
| First National Trust Co | 15,262 | $2.05M | 0.11% | −10.0% | Reduced |
| Teacher Retirement System of Texas | 15,246 | $2.04M | 0.01% | −1,618−9.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 15,234 | $2.04M | 0.01% | +2,554+20.1% | Added |
| Jefferies Financial Group Inc. | 14,898 | $2.00M | 0.03% | +14,898 | New |
| Marshall Wace, LLP | 14,559 | $1.95M | 0.01% | −37,280−71.9% | Reduced |
| San Luis Wealth Advisors LLC | 14,520 | $1.95M | 1.82% | +14,520 | New |
| Benjamin F. Edwards & Company, Inc. | 14,468 | $1.94M | 0.09% | +180+1.3% | Added |
| Candriam Luxembourg S.C.A. | 14,427 | $1.94M | 0.01% | −1,762−10.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 14,150 | $1.90M | 0.09% | +5,180+57.7% | Added |
| SG Americas Securities, LLC | 14,113 | $1.89M | 0.03% | +10,700+313.5% | Added |
| Czech National Bank | 13,765 | $1.85M | 0.05% | +142+1.0% | Added |
| Occidental Asset Management, LLC | 13,720 | $1.84M | 0.50% | +788+6.1% | Added |
| First Republic Investment Management, Inc. | 13,570 | $1.82M | 0.00% | −10,465−43.5% | Reduced |
| Schechter Investment Advisors, LLC | 13,547 | $1.82M | 0.17% | +1,576+13.2% | Added |
| Oppenheimer Asset Management Inc. | 13,378 | $1.79M | 0.03% | +761+6.0% | Added |
| Whittier Trust Co | 13,353 | $1.79M | 0.03% | +899+7.2% | Added |
| Public Employees Retirement Association of Colorado | 13,314 | $1.79M | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 13,269 | $1.78M | 0.02% | +1,424+12.0% | Added |
| Steward Partners Investment Advisory, LLC | 13,078 | $1.75M | 0.03% | +269+2.1% | Added |
| Stratos Wealth Partners, LTD. | 13,069 | $1.75M | 0.04% | −16−0.1% | Reduced |
| Daiwa Securities Group Inc. | 13,043 | $1.75M | 0.01% | +358+2.8% | Added |
| Millennium Management LLC | 13,040 | $1.75M | 0.00% | −158,714−92.4% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 12,900 | $1.73M | 1.23% | 00.0% | Unchanged |
| PGGM Investments | 12,865 | $1.73M | 0.03% | −1,716−11.8% | Reduced |