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 |
|---|---|---|---|---|---|
| Duality Advisers, LP | 5,862 | $786.3K | 0.09% | +5,862 | New |
| Crawford Investment Counsel Inc | 5,845 | $784.0K | 0.02% | 00.0% | Unchanged |
| Cerity Partners LLC | 5,826 | $781.9K | 0.01% | +3,193+121.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,794 | $777.1K | 0.00% | +5,794 | New |
| Laurel Wealth Advisors, Inc. | 5,771 | $774.0K | 0.08% | −1,335−18.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 5,723 | $767.6K | 0.11% | −27,256−82.6% | Reduced |
| New Mexico Educational Retirement Board | 5,650 | $758.0K | 0.04% | −300−5.0% | Reduced |
| MAI Capital Management | 5,639 | $756.4K | 0.01% | −563−9.1% | Reduced |
| Hantz Financial Services, Inc. | 5,606 | $752.0K | 0.02% | +153+2.8% | Added |
| Vestmark Advisory Solutions, Inc. | 5,604 | $751.7K | 0.04% | +92+1.7% | Added |
| TD Waterhouse Canada Inc. | 5,362 | $739.8K | 0.01% | +1,945+56.9% | Added |
| Caxton Associates LP | 5,496 | $737.2K | 0.05% | +5,496 | New |
| Virtus ETF Advisers LLC | 5,479 | $734.9K | 0.38% | +5,479 | New |
| Prospera Financial Services Inc | 5,404 | $724.9K | 0.04% | +3+0.1% | Added |
| Johnson Investment Counsel Inc | 5,343 | $716.6K | 0.01% | −21−0.4% | Reduced |
| Ossiam | 5,250 | $704.2K | 0.02% | −1,605−23.4% | Reduced |
| Oak Thistle LLC | 5,247 | $703.8K | 1.51% | +5,247 | New |
| Bessemer Group Inc | 5,169 | $693.0K | 0.00% | −162−3.0% | Reduced |
| E. Ohman J:or Asset Management AB | 5,100 | $684.1K | 0.03% | +3,000+142.9% | Added |
| Naples Global Advisors, LLC | 5,000 | $674.2K | 0.09% | +445+9.8% | Added |
| Umb Bank N A | 4,837 | $649.0K | 0.01% | −11−0.2% | Reduced |
| Guardian Wealth Management, Inc. | 4,714 | $632.3K | 0.62% | −62−1.3% | Reduced |
| Beacon Pointe Advisors, LLC | 4,662 | $625.3K | 0.01% | +4,662 | New |
| ETF Managers Group, LLC | 4,611 | $618.5K | 0.03% | +197+4.5% | Added |
| Sepio Capital, LP | 4,603 | $617.4K | 0.05% | +108+2.4% | Added |
| Horizon Kinetics Asset Management LLC | 4,564 | $612.2K | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 4,562 | $612.0K | 0.02% | +391+9.4% | Added |
| Banque Cantonale Vaudoise | 4,531 | $607.0K | 0.03% | 00.0% | Unchanged |
| Point72 Middle East FZE | 4,524 | $606.8K | 0.05% | +4,524 | New |
| Wall Street Access Asset Management, LLC | 4,500 | $603.6K | 0.45% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 4,485 | $601.6K | 0.00% | −2,465−35.5% | Reduced |
| Amica Retiree Medical Trust | 4,477 | $601.0K | 0.77% | +502+12.6% | Added |
| Machina Capital S.A.S. | 4,443 | $595.9K | 1.10% | +2,754+163.1% | Added |
| Glenmede Trust Co NA | 4,371 | $586.3K | 0.00% | +2,161+97.8% | Added |
| O'Shaughnessy Asset Management, LLC | 4,353 | $583.9K | 0.01% | −612−12.3% | Reduced |
| Fiduciary Trust Co | 4,349 | $583.3K | 0.01% | −398−8.4% | Reduced |
| Symmetry Partners, LLC | 4,306 | $578.0K | 0.03% | −495−10.3% | Reduced |
| Unigestion Holding SA | 4,225 | $577.4K | 0.03% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 4,272 | $573.0K | 0.08% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 4,254 | $570.6K | 0.10% | +184+4.5% | Added |
| Boothbay Fund Management, LLC | 4,245 | $569.4K | 0.02% | +2,595+157.3% | Added |
| Tower Research Capital LLC (TRC) | 4,241 | $568.0K | 0.02% | −9,020−68.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 4,201 | $563.0K | 0.05% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 4,206 | $561.0K | 0.01% | +2,621+165.4% | Added |
| Sawtooth Solutions, LLC | 4,164 | $558.5K | 0.08% | −442−9.6% | Reduced |
| Teamwork Financial Advisors, LLC | 4,149 | $556.5K | 0.11% | −95−2.2% | Reduced |
| Huntington National Bank | 4,114 | $551.8K | 0.01% | +47+1.2% | Added |
| Veritable, L.P. | 4,096 | $549.4K | 0.01% | +292+7.7% | Added |
| JustInvest LLC | 4,032 | $540.8K | 0.02% | −1,862−31.6% | Reduced |
| East Coast Asset Management, LLC. | 4,013 | $538.3K | 0.27% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 4,006 | $537.3K | 0.12% | +223+5.9% | Added |
| Bank Ozk | 4,000 | $536.5K | 0.27% | 00.0% | Unchanged |
| Caas Capital Management LP | 4,000 | $536.5K | 0.10% | +4,000 | New |
| Banque Pictet & Cie SA | 3,988 | $534.9K | 0.01% | −139−3.4% | Reduced |
| Avantax Advisory Services, Inc. | 3,988 | $534.9K | 0.01% | +969+32.1% | Added |
| Quadrant Capital Group LLC | 3,979 | $533.7K | 0.06% | −342−7.9% | Reduced |
| 1832 Asset Management L.P. | 3,944 | $529.0K | 0.00% | +202+5.4% | Added |
| Clarkston Capital Partners, LLC | 3,900 | $523.1K | 0.01% | 00.0% | Unchanged |
| Investment Management of Virginia LLC | 3,885 | $521.1K | 0.10% | −585−13.1% | Reduced |
| Cedar Mountain Advisors, LLC | 3,731 | $500.5K | 0.16% | +2+0.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 3,688 | $494.7K | 0.01% | −666−15.3% | Reduced |
| Davy Global Fund Management Ltd | 3,677 | $493.2K | 0.10% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 3,667 | $491.9K | 0.06% | +3,667 | New |
| Eukles Asset Management | 3,617 | $485.0K | 0.28% | +15+0.4% | Added |
| Ethic Inc. | 3,610 | $484.2K | 0.03% | −3,774−51.1% | Reduced |
| Accredited Investors Inc. | 3,571 | $479.0K | 0.04% | −727−16.9% | Reduced |
| Platform Technology Partners | 3,566 | $478.3K | 0.25% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 6,497 | $467.5K | 0.11% | −397−5.8% | Reduced |
| Fiera Capital Corp | 3,410 | $457.4K | 0.00% | −12,680−78.8% | Reduced |
| Mission Wealth Management, LP | 3,380 | $453.4K | 0.02% | −24−0.7% | Reduced |
| Pathstone Family Office, LLC | 6,150 | $453.0K | 0.01% | +1,997+48.1% | Added |
| Virtu Financial LLC | 3,361 | $451.0K | 0.06% | −5,941−63.9% | Reduced |
| Gyroscope Capital Management Group, LLC | 3,334 | $447.2K | 0.14% | −26−0.8% | Reduced |
| D.B. Root & Company, LLC | 3,301 | $442.8K | 0.19% | +10.0% | Added |
| Mather Group, LLC. | 3,289 | $441.1K | 0.01% | +3,289 | New |
| Mitchell McLeod Pugh & Williams Inc | 3,279 | $439.8K | 0.15% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 3,230 | $438.0K | 0.19% | +3,230 | New |
| CWM, LLC | 3,256 | $437.0K | 0.00% | +63+2.0% | Added |
| Tributary Capital Management, LLC | 3,259 | $437.0K | 0.04% | +151+4.9% | Added |
| Key Client Fiduciary Advisors, LLC | 3,257 | $436.9K | 0.30% | +3,257 | New |
| Bokf, NA | 3,251 | $436.1K | 0.01% | +235+7.8% | Added |
| Gateway Advisory, LLC | 3,223 | $432.0K | 0.11% | 00.0% | Unchanged |
| Websterrogers Financial Advisors, LLC | 3,210 | $430.6K | 0.21% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 3,209 | $430.4K | 0.00% | −780−19.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 3,201 | $429.0K | 0.01% | +1,654+106.9% | Added |
| NewEdge Wealth, LLC | 3,173 | $425.6K | 0.02% | +102+3.3% | Added |
| Kidder Stephen W | 3,050 | $409.1K | 0.15% | +3,050 | New |
| Fulton Bank, N.A. | 3,042 | $408.0K | 0.02% | +543+21.7% | Added |
| Eqis Capital Management, Inc. | 3,033 | $406.9K | 0.05% | −2,103−40.9% | Reduced |
| TD Private Client Wealth LLC | 3,011 | $403.9K | 0.02% | −108−3.5% | Reduced |
| Empirical Finance, LLC | 2,968 | $398.1K | 0.04% | +247+9.1% | Added |
| Polaris Wealth Advisory Group, LLC | 2,707 | $388.6K | 0.03% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 2,887 | $387.2K | 0.01% | 00.0% | Unchanged |
| Veriti Management LLC | 2,878 | $386.0K | 0.05% | +248+9.4% | Added |
| Beaumont Financial Advisors, LLC | 2,875 | $385.6K | 0.04% | +2,875 | New |
| Ieq Capital, LLC | 2,846 | $381.7K | 0.01% | −792−21.8% | Reduced |
| National Asset Management, Inc. | 2,799 | $377.5K | 0.01% | −1,254−30.9% | Reduced |
| Ami Asset Management Corp | 2,800 | $376.0K | 0.03% | +527+23.2% | Added |
| Old National Bancorp | 2,745 | $368.0K | 0.01% | +113+4.3% | Added |
| Chicago Trust Co NA | 2,728 | $366.0K | 0.09% | 00.0% | Unchanged |