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 |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 12,855 | $1.72M | 0.01% | −460−3.5% | Reduced |
| Princeton Global Asset Management LLC | 12,815 | $1.72M | 0.56% | −9−0.1% | Reduced |
| Siemens Fonds Invest GmbH | 12,642 | $1.70M | 0.17% | −399−3.1% | Reduced |
| National Bank of Canada | 12,458 | $1.67M | 0.00% | +2,084+20.1% | Added |
| CenterBook Partners LP | 12,339 | $1.66M | 0.27% | +5,471+79.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,874 | $1.59M | 0.03% | +95+0.8% | Added |
| Guggenheim Capital LLC | 11,848 | $1.59M | 0.01% | −4,014−25.3% | Reduced |
| Buckhead Capital Management LLC | 11,825 | $1.59M | 0.38% | −955−7.5% | Reduced |
| Coldstream Capital Management Inc | 11,729 | $1.57M | 0.06% | +11,729 | New |
| Lee Financial Co | 11,685 | $1.57M | 0.27% | +95+0.8% | Added |
| American Century Companies Inc | 11,648 | $1.56M | 0.00% | +1,810+18.4% | Added |
| Bank of Nova Scotia | 11,617 | $1.56M | 0.00% | −4,125−26.2% | Reduced |
| Mraz, Amerine & Associates, Inc. | 11,452 | $1.54M | 0.36% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 11,225 | $1.51M | 0.11% | 00.0% | Unchanged |
| Lantz Financial LLC | 11,255 | $1.51M | 0.69% | +91+0.8% | Added |
| Rockefeller Capital Management L.P. | 11,159 | $1.50M | 0.01% | +148+1.3% | Added |
| Regions Financial Corp | 10,958 | $1.47M | 0.01% | −338−3.0% | Reduced |
| SRN Advisors, LLC | 10,797 | $1.45M | 1.44% | −2,210−17.0% | Reduced |
| Wimmer Associates 1, LLC | 10,741 | $1.44M | 0.95% | +10+0.1% | Added |
| Dean Investment Associates, LLC | 10,734 | $1.44M | 0.24% | +700+7.0% | Added |
| Nippon Life Global Investors Americas, Inc. | 10,700 | $1.44M | 0.09% | +2,770+34.9% | Added |
| Zurich Insurance Group Ltd | 10,600 | $1.42M | 0.02% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 10,592 | $1.42M | 0.01% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 10,408 | $1.40M | 0.02% | −25,318−70.9% | Reduced |
| Roundview Capital LLC | 10,305 | $1.38M | 0.16% | +558+5.7% | Added |
| Aquatic Capital Management LLC | 10,100 | $1.35M | 0.10% | +6,000+146.3% | Added |
| Cubist Systematic Strategies, LLC | 10,077 | $1.35M | 0.01% | −122,758−92.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,067 | $1.35M | 0.02% | +21+0.2% | Added |
| WSFS Capital Management, LLC | 10,025 | $1.34M | 0.15% | +10,025 | New |
| Jackson Wealth Management, LLC | 9,972 | $1.34M | 0.49% | −4,218−29.7% | Reduced |
| Swedbank AB | 9,891 | $1.33M | 0.00% | 00.0% | Unchanged |
| Westpac Banking Corp | 9,816 | $1.32M | 0.02% | +92+0.9% | Added |
| Bleakley Financial Group, LLC | 9,757 | $1.31M | 0.05% | +9,757 | New |
| Kesler, Norman & Wride, LLC | 9,744 | $1.31M | 0.34% | +2,708+38.5% | Added |
| Securian Asset Management, Inc | 9,666 | $1.30M | 0.04% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 9,599 | $1.29M | 0.01% | +6,093+173.8% | Added |
| AdvisorShares Investments LLC | 9,576 | $1.28M | 0.36% | +1,947+25.5% | Added |
| Mercer Global Advisors Inc | 9,536 | $1.28M | 0.01% | +292+3.2% | Added |
| Silvercrest Asset Management Group LLC | 9,460 | $1.27M | 0.01% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 9,216 | $1.24M | 0.00% | −11−0.1% | Reduced |
| Kentucky Retirement Systems | 9,217 | $1.24M | 0.05% | +41+0.4% | Added |
| Man Group plc | 9,151 | $1.23M | 0.00% | +751+8.9% | Added |
| Atria Investments LLC | 9,148 | $1.23M | 0.03% | −1,365−13.0% | Reduced |
| Atlas Private Wealth Management | 9,131 | $1.22M | 0.57% | +1,464+19.1% | Added |
| Northwest Investment Counselors, LLC | 9,106 | $1.22M | 0.35% | −100−1.1% | Reduced |
| Oregon Public Employees Retirement Fund | 9,074 | $1.22M | 0.02% | +84+0.9% | Added |
| Maryland State Retirement & Pension System | 9,048 | $1.21M | 0.04% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 8,720 | $1.18M | 0.16% | −466−5.1% | Reduced |
| Natixis | 8,735 | $1.17M | 0.01% | +1,516+21.0% | Added |
| PDT Partners, LLC | 8,722 | $1.17M | 0.19% | +699+8.7% | Added |
| Vestcor Inc | 8,711 | $1.17M | 0.04% | +21+0.2% | Added |
| Koshinski Asset Management, Inc. | 8,568 | $1.15M | 0.11% | −21−0.2% | Reduced |
| Hartford Investment Management Co | 8,529 | $1.14M | 0.03% | −2,691−24.0% | Reduced |
| Guardian Wealth Advisors, LLC | 8,379 | $1.13M | 0.22% | +188+2.3% | Added |
| Strengthening Families & Communities, LLC | 8,420 | $1.13M | 0.68% | +147+1.8% | Added |
| Toroso Investments, LLC | 8,380 | $1.12M | 0.04% | +5,994+251.2% | Added |
| Allstate Corp | 8,345 | $1.12M | 0.03% | +148+1.8% | Added |
| Allstate Investment Management Co | 8,345 | $1.12M | 0.03% | +8,345 | New |
| Henshaw Capital LLC | 8,318 | $1.12M | 0.07% | +40+0.5% | Added |
| Mount Yale Investment Advisors, LLC | 8,143 | $1.09M | 0.12% | −640−7.3% | Reduced |
| Meyer Handelman Co | 8,000 | $1.07M | 0.04% | +375+4.9% | Added |
| Arrowstreet Capital, Limited Partnership | 7,951 | $1.07M | 0.00% | +6,180+349.0% | Added |
| Quantbot Technologies LP | 7,898 | $1.06M | 0.08% | +7,898 | New |
| Boyar Asset Management Inc. | 7,774 | $1.04M | 0.85% | −290−3.6% | Reduced |
| Illinois Municipal Retirement Fund | 7,761 | $1.04M | 0.02% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 7,712 | $1.03M | 0.19% | −1,385−15.2% | Reduced |
| FORA Capital, LLC | 7,665 | $1.03M | 0.17% | −3,294−30.1% | Reduced |
| Louisiana State Employees Retirement System | 7,600 | $1.02M | 0.03% | +100+1.3% | Added |
| Tiaa, FSB | 7,569 | $1.02M | 0.00% | +1,094+16.9% | Added |
| Welch & Forbes LLC | 7,531 | $1.01M | 0.02% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 7,511 | $1.01M | 0.21% | −3,641−32.6% | Reduced |
| Tilia Fiduciary Partners, Inc. | 7,456 | $1.00M | 0.96% | +230+3.2% | Added |
| Fiduciary Planning LLC | 7,434 | $997.0K | 0.48% | +182+2.5% | Added |
| Linden Thomas Advisory Services, LLC | 7,402 | $992.8K | 0.28% | +7,402 | New |
| Prudential PLC | 7,359 | $987.1K | 0.01% | +4,212+133.8% | Added |
| EFG Asset Management (Americas) Corp. | 7,313 | $980.9K | 0.24% | +442+6.4% | Added |
| AE Wealth Management LLC | 7,309 | $980.4K | 0.01% | +537+7.9% | Added |
| Zions Bancorporation, N.A. | 7,190 | $964.4K | 0.08% | −1,525−17.5% | Reduced |
| Norinchukin Bank, The | 7,164 | $960.9K | 0.02% | −1,618−18.4% | Reduced |
| Pegasus Partners Ltd. | 7,150 | $959.0K | 0.16% | −362−4.8% | Reduced |
| Nordea Investment Management AB | 7,110 | $957.4K | 0.00% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 7,071 | $953.3K | 0.17% | +1,831+34.9% | Added |
| Northwestern Mutual Wealth Management Co | 7,069 | $948.2K | 0.00% | +339+5.0% | Added |
| Montag & Caldwell, LLC | 6,992 | $937.8K | 0.14% | +201+3.0% | Added |
| Advisor Partners II, LLC | 6,973 | $935.3K | 0.06% | +301+4.5% | Added |
| Cetera Investment Advisers | 6,918 | $928.0K | 0.01% | +958+16.1% | Added |
| Seeyond | 6,855 | $919.5K | 0.09% | +285+4.3% | Added |
| Sompo Asset Management Co., Ltd. | 6,840 | $917.4K | 0.21% | −40−0.6% | Reduced |
| Biltmore Family Office, LLC | 6,745 | $911.1K | 0.19% | +697+11.5% | Added |
| Park Avenue Securities LLC | 6,699 | $899.0K | 0.02% | −160−2.3% | Reduced |
| CWS Financial Advisors, LLC | 5,859 | $897.0K | 0.39% | +474+8.8% | Added |
| Metropolitan Life Insurance Co | 6,671 | $894.8K | 0.04% | −199−2.9% | Reduced |
| Benjamin Edwards Inc | 6,514 | $874.0K | 0.23% | +302+4.9% | Added |
| Spears Abacus Advisors LLC | 6,460 | $866.5K | 0.08% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 6,420 | $861.1K | 0.02% | +2,169+51.0% | Added |
| Wambolt & Associates, LLC | 6,377 | $855.3K | 0.33% | −108−1.7% | Reduced |
| Hilltop Holdings Inc. | 6,173 | $828.0K | 0.11% | +35+0.6% | Added |
| Jacobsen Capital Management | 6,141 | $824.0K | 0.44% | −667−9.8% | Reduced |
| Thrivent Financial for Lutherans | 6,121 | $821.0K | 0.00% | +1,121+22.4% | Added |
| TCTC Holdings, LLC | 5,925 | $794.7K | 0.03% | 00.0% | Unchanged |