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 |
|---|---|---|---|---|---|
| Operose Advisors LLC | 1,400 | $187.8K | 0.10% | +1,400 | New |
| HM Payson & Co | 1,393 | $186.8K | 0.00% | −223,091−99.4% | Reduced |
| Manchester Capital Management LLC | 1,250 | $167.7K | 0.02% | +1,243+17,757.1% | Added |
| Key Financial Inc | 1,156 | $166.8K | 0.08% | 00.0% | Unchanged |
| Power Corp of Canada | 1,101 | $147.7K | 0.03% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 1,050 | $141.0K | 0.06% | 00.0% | Unchanged |
| Comerica Securities,inc. | 978 | $131.9K | 0.01% | +978 | New |
| Meeder Asset Management Inc | 976 | $130.9K | 0.01% | −2,219−69.5% | Reduced |
| Tobam | 925 | $124.0K | 0.01% | +354+62.0% | Added |
| Global Retirement Partners, LLC | 901 | $120.9K | 0.01% | +78+9.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 890 | $119.4K | 0.01% | +890 | New |
| SRS Capital Advisors, Inc. | 878 | $117.8K | 0.02% | +13+1.5% | Added |
| Trust Co of Vermont | 839 | $112.5K | 0.01% | −403−32.4% | Reduced |
| Belpointe Asset Management LLC | 833 | $111.8K | 0.01% | +833 | New |
| Whittier Trust Co of Nevada Inc | 776 | $104.1K | 0.00% | +123+18.8% | Added |
| Sargent Bickham Lagudis LLC | 773 | $103.7K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 770 | $103.3K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 765 | $102.6K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 686 | $99.0K | 0.00% | +379+123.5% | Added |
| Federated Hermes, Inc. | 724 | $97.1K | 0.00% | −245−25.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 722 | $97.0K | 0.01% | +90+14.2% | Added |
| IFP Advisors, Inc | 1,331 | $96.0K | 0.00% | −1,765−57.0% | Reduced |
| First Horizon Advisors, Inc. | 708 | $95.0K | 0.00% | −806−53.2% | Reduced |
| Hanson & Doremus Investment Management | 700 | $94.0K | 0.02% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 692 | $93.0K | 0.00% | +692 | New |
| S.A. Mason LLC | 675 | $90.5K | 0.07% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 659 | $88.4K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 659 | $88.4K | 0.02% | +659 | New |
| Massmutual Trust Co FSB | 638 | $86.0K | 0.00% | +16+2.6% | Added |
| Proequities, Inc. | 616 | $83.1K | 0.01% | −53−7.9% | Reduced |
| Cassady Schiller Wealth Management, LLC | 618 | $82.9K | 0.05% | +618 | New |
| Penserra Capital Management LLC | 610 | $81.0K | 0.00% | +51+9.1% | Added |
| Cary Street Partner Investment Advisory LLC | 600 | $80.5K | 0.01% | +600 | New |
| Park Place Capital Corp | 595 | $80.0K | 0.02% | +595 | New |
| Armstrong Advisory Group, Inc | 571 | $76.6K | 0.01% | +571 | New |
| Bartlett & Co. Wealth Management LLC | 559 | $75.4K | 0.00% | +8+1.5% | Added |
| Bartlett & Co. LLC | 559 | $75.0K | 0.00% | +8+1.5% | Added |
| Quent Capital, LLC | 536 | $72.0K | 0.01% | +44+8.9% | Added |
| Farther Finance Advisors, LLC | 519 | $69.6K | 0.03% | +519 | New |
| West Oak Capital, LLC | 500 | $67.0K | 0.03% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $67.0K | 0.04% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $67.0K | 0.04% | 00.0% | Unchanged |
| Valley National Advisers Inc | 471 | $67.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 493 | $66.1K | 0.02% | −50−9.2% | Reduced |
| Lowe Wealth Advisors, LLC | 491 | $65.9K | 0.04% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 489 | $65.6K | 0.01% | +146+42.6% | Added |
| United Community Bank | 471 | $63.2K | 0.06% | 00.0% | Unchanged |
| GWM Advisors LLC | 5,924 | $63.1K | 0.00% | +1,496+33.8% | Added |
| Covestor Ltd | 464 | $62.0K | 0.05% | −9−1.9% | Reduced |
| Bangor Savings Bank | 452 | $60.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 440 | $59.1K | 0.00% | −353−44.5% | Reduced |
| One Wealth Advisors, LLC | 438 | $58.7K | 0.01% | +438 | New |
| Acadian Asset Management LLC | 438 | $58.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 428 | $57.4K | 0.01% | 00.0% | Unchanged |
| New Hampshire Trust | 407 | $54.6K | 0.01% | +407 | New |
| Dougherty Wealth Advisers LLC | 403 | $54.1K | 0.09% | 00.0% | Unchanged |
| Glassman Wealth Services | 377 | $50.6K | 0.01% | −40−9.6% | Reduced |
| Pinnacle Bancorp, Inc. | 354 | $47.0K | 0.02% | 00.0% | Unchanged |
| General Partner, Inc. | 332 | $44.5K | 0.04% | +332 | New |
| Eagle Bay Advisors LLC | 325 | $43.6K | 0.02% | −341−51.2% | Reduced |
| Assetmark, Inc | 303 | $40.6K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 300 | $40.5K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 295 | $40.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 290 | $38.9K | 0.01% | +72+33.0% | Added |
| Edmond de Rothschild Holding S.A. | 281 | $37.7K | 0.00% | +281 | New |
| Parkside Financial Bank & Trust | 276 | $37.0K | 0.01% | −1,496−84.4% | Reduced |
| Lindbrook Capital, LLC | 254 | $34.1K | 0.00% | −142−35.9% | Reduced |
| HighMark Wealth Management LLC | 247 | $33.2K | 0.03% | +1+0.4% | Added |
| PFG Private Wealth Management, LLC | 246 | $33.0K | 0.02% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 249 | $33.0K | 0.00% | +219+730.0% | Added |
| Lumature Wealth Partners, LLC | 246 | $33.0K | 0.02% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 237 | $31.8K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 229 | $31.0K | 0.00% | +229 | New |
| Blume Capital Management, Inc. | 229 | $30.7K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 225 | $30.2K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 220 | $29.5K | 0.00% | +66+42.9% | Added |
| Allworth Financial LP | 213 | $28.6K | 0.00% | −224−51.3% | Reduced |
| Jones Financial Companies LLLP | 210 | $28.0K | 0.00% | +209+20,900.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 206 | $27.6K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 205 | $27.5K | 0.00% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 203 | $27.2K | 0.01% | +203 | New |
| Kathleen S. Wright Associates Inc. | 200 | $27.0K | 0.02% | −177−46.9% | Reduced |
| Webster Bank, N. A. | 203 | $27.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 200 | $26.8K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 195 | $26.2K | 0.00% | +156+400.0% | Added |
| First PREMIER Bank | 195 | $26.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 187 | $25.1K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 190 | $25.0K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 190 | $25.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 176 | $23.6K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 170 | $23.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 164 | $22.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 160 | $21.6K | 0.00% | +113+240.4% | Added |
| JFS Wealth Advisors, LLC | 153 | $20.6K | 0.00% | −181−54.2% | Reduced |
| Sandy Spring Bank | 153 | $20.5K | 0.00% | −21−12.1% | Reduced |
| TCI Wealth Advisors, Inc. | 151 | $20.3K | 0.00% | −2−1.3% | Reduced |
| Ogorek Anthony Joseph | 152 | $20.0K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 148 | $19.9K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 145 | $19.4K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 133 | $18.5K | 0.01% | +133 | New |