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, Q1 2023
Institutional positions in Broadridge Financial Solutions, Inc. as of Mar 31, 2023. 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
- 793
- +20 vs. Q4 2022
- Shares held
- 105.5M
- +1.83M (+1.8%) vs. Q4 2022
- Total value
- $15.4B
- +$1.56B (+11.3%) vs. Q4 2022
- New holders
- 87
- 297 more added
- Sold out
- 67
- 253 more reduced
12 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Broadridge Financial Solutions, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Chicago Trust Co NA | 2,728 | $399.8K | 0.10% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 2,745 | $402.3K | 0.00% | −1,243−31.2% | Reduced |
| Ieq Capital, LLC | 2,770 | $406.0K | 0.01% | −76−2.7% | Reduced |
| Simmons Bank | 2,776 | $406.9K | 0.03% | +149+5.7% | Added |
| Ami Asset Management Corp | 2,837 | $415.8K | 0.03% | +37+1.3% | Added |
| Fulton Bank, N.A. | 2,876 | $421.5K | 0.02% | −166−5.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 2,881 | $422.0K | 0.01% | −320−10.0% | Reduced |
| Albion Financial Group | 2,880 | $422.1K | 0.04% | +169+6.2% | Added |
| Bradley Foster & Sargent Inc | 2,885 | $422.9K | 0.01% | −2−0.1% | Reduced |
| Amica Retiree Medical Trust | 2,885 | $423.0K | 0.45% | −1,592−35.6% | Reduced |
| Beaumont Financial Advisors, LLC | 2,894 | $424.2K | 0.04% | +19+0.7% | Added |
| Veriti Management LLC | 2,895 | $424.3K | 0.05% | +17+0.6% | Added |
| Ironwood Investment Counsel, LLC | 6,240 | $432.6K | 0.10% | −257−4.0% | Reduced |
| Lincoln National Corp | 3,001 | $439.9K | 0.01% | +570+23.4% | Added |
| Petrus Trust Company, LTA | 3,042 | $445.9K | 0.05% | −625−17.0% | Reduced |
| Kidder Stephen W | 3,050 | $447.0K | 0.16% | 00.0% | Unchanged |
| ING Groep NV | 3,099 | $454.2K | 0.00% | +3,099 | New |
| Empirical Finance, LLC | 3,125 | $458.0K | 0.04% | +157+5.3% | Added |
| Platform Technology Partners | 3,166 | $464.0K | 0.23% | −400−11.2% | Reduced |
| EP Wealth Advisors, LLC | 12,359 | $468.9K | 0.01% | +10,757+671.5% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,206 | $469.9K | 0.15% | −73−2.2% | Reduced |
| Websterrogers Financial Advisors, LLC | 3,210 | $470.5K | 0.22% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 3,026 | $471.2K | 0.01% | −3,124−50.8% | Reduced |
| Gateway Advisory, LLC | 3,223 | $472.0K | 0.11% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 3,230 | $473.0K | 0.19% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 3,257 | $477.4K | 0.30% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 3,301 | $483.8K | 0.19% | 00.0% | Unchanged |
| Fiera Capital Corp | 3,310 | $485.1K | 0.00% | −100−2.9% | Reduced |
| Mission Wealth Management, LP | 3,381 | $495.5K | 0.02% | +10.0% | Added |
| Investment Management of Virginia LLC | 3,405 | $499.1K | 0.09% | −480−12.4% | Reduced |
| CWM, LLC | 3,480 | $510.0K | 0.00% | +224+6.9% | Added |
| Nilsine Partners, LLC | 3,534 | $518.0K | 0.08% | +3,534 | New |
| Accredited Investors Inc. | 3,571 | $523.4K | 0.04% | 00.0% | Unchanged |
| Eukles Asset Management | 3,592 | $526.5K | 0.29% | −25−0.7% | Reduced |
| TD Private Client Wealth LLC | 3,624 | $531.2K | 0.02% | +613+20.4% | Added |
| Quadrant Capital Group LLC | 3,642 | $533.8K | 0.06% | −337−8.5% | Reduced |
| Metis Global Partners, LLC | 3,654 | $535.6K | 0.03% | +1,214+49.8% | Added |
| Davy Global Fund Management Ltd | 3,677 | $538.9K | 0.10% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 3,693 | $541.3K | 0.15% | +3,693 | New |
| Northwestern Mutual Investment Management Company, LLC | 3,699 | $542.2K | 0.01% | +11+0.3% | Added |
| Cedar Mountain Advisors, LLC | 3,734 | $547.4K | 0.16% | +3+0.1% | Added |
| Huntington National Bank | 3,835 | $562.1K | 0.01% | −279−6.8% | Reduced |
| Jane Street Group, LLC | 3,859 | $565.6K | 0.00% | +3,859 | New |
| Bank Ozk | 4,000 | $586.3K | 0.29% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 4,013 | $588.2K | 0.26% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 4,016 | $588.6K | 0.11% | −133−3.2% | Reduced |
| JustInvest LLC | 4,029 | $590.5K | 0.02% | −3−0.1% | Reduced |
| Fiduciary Trust Co | 4,049 | $593.5K | 0.01% | −300−6.9% | Reduced |
| TrinityPoint Wealth, LLC | 4,059 | $595.0K | 0.13% | +53+1.3% | Added |
| Veritable, L.P. | 4,089 | $599.3K | 0.01% | −7−0.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 4,091 | $599.6K | 0.01% | −262−6.0% | Reduced |
| Avantax Advisory Services, Inc. | 4,171 | $611.4K | 0.01% | +183+4.6% | Added |
| Unigestion Holding SA | 4,225 | $613.1K | 0.03% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 4,188 | $614.0K | 0.05% | −13−0.3% | Reduced |
| National Asset Management, Inc. | 4,176 | $615.1K | 0.02% | +1,377+49.2% | Added |
| DT Investment Partners, LLC | 4,272 | $615.9K | 0.07% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 4,221 | $618.7K | 0.00% | +277+7.0% | Added |
| Tributary Capital Management, LLC | 4,227 | $619.6K | 0.06% | +968+29.7% | Added |
| Symmetry Partners, LLC | 4,306 | $631.0K | 0.03% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 4,327 | $634.2K | 0.11% | +73+1.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,410 | $646.0K | 0.03% | −9,740−68.8% | Reduced |
| Tower Research Capital LLC (TRC) | 4,447 | $652.0K | 0.02% | +206+4.9% | Added |
| Mount Yale Investment Advisors, LLC | 4,455 | $652.9K | 0.07% | −3,688−45.3% | Reduced |
| Glenmede Trust Co NA | 4,457 | $653.3K | 0.00% | +86+2.0% | Added |
| Transcend Wealth Collective, LLC | 4,467 | $654.7K | 0.07% | +4,467 | New |
| Aviva PLC | 4,495 | $658.8K | 0.00% | −11,346−71.6% | Reduced |
| Wall Street Access Asset Management, LLC | 4,500 | $659.6K | 0.44% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 4,531 | $664.0K | 0.03% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 4,534 | $664.5K | 0.03% | +1,361+42.9% | Added |
| Guardian Wealth Management, Inc. | 4,541 | $665.6K | 0.64% | −173−3.7% | Reduced |
| Horizon Kinetics Asset Management LLC | 4,564 | $668.9K | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 4,698 | $689.0K | 0.02% | +136+3.0% | Added |
| Umb Bank N A | 4,820 | $706.5K | 0.01% | −17−0.4% | Reduced |
| Wealthfront Advisers LLC | 4,889 | $716.6K | 0.00% | +404+9.0% | Added |
| Johnson Investment Counsel Inc | 4,958 | $726.7K | 0.01% | −385−7.2% | Reduced |
| Machina Capital S.A.S. | 5,032 | $737.5K | 0.65% | +589+13.3% | Added |
| Bessemer Group Inc | 5,091 | $746.0K | 0.00% | −78−1.5% | Reduced |
| E. Ohman J:or Asset Management AB | 5,100 | $747.5K | 0.03% | 00.0% | Unchanged |
| Prudential PLC | 5,101 | $747.7K | 0.01% | −2,258−30.7% | Reduced |
| Metropolitan Life Insurance Co | 5,263 | $771.4K | 0.04% | −1,408−21.1% | Reduced |
| AXA S.A. | 5,277 | $773.5K | 0.00% | −33,893−86.5% | Reduced |
| Private Advisor Group, LLC | 5,296 | $776.3K | 0.01% | +670+14.5% | Added |
| CWS Financial Advisors, LLC | 5,378 | $788.3K | 0.31% | −481−8.2% | Reduced |
| Beacon Pointe Advisors, LLC | 5,382 | $788.7K | 0.01% | +720+15.4% | Added |
| New Mexico Educational Retirement Board | 5,450 | $799.0K | 0.04% | −200−3.5% | Reduced |
| Naples Global Advisors, LLC | 5,435 | $800.5K | 0.10% | +435+8.7% | Added |
| Cerity Partners LLC | 5,475 | $802.5K | 0.00% | −351−6.0% | Reduced |
| Ethic Inc. | 5,511 | $807.8K | 0.03% | +1,901+52.7% | Added |
| Prospera Financial Services Inc | 5,530 | $810.5K | 0.03% | +126+2.3% | Added |
| Kensington Investment Counsel, LLC | 5,647 | $827.7K | 0.62% | +5,647 | New |
| Forza Wealth Management, LLC | 5,679 | $832.4K | 0.43% | +5,679 | New |
| Crawford Investment Counsel Inc | 5,845 | $856.7K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 5,889 | $863.0K | 0.02% | +283+5.0% | Added |
| Van Eck Associates Corp | 5,914 | $867.0K | 0.00% | +4,406+292.2% | Added |
| Advisor Resource Council | 6,028 | $868.3K | 0.22% | +6,028 | New |
| TCTC Holdings, LLC | 5,925 | $868.4K | 0.03% | 00.0% | Unchanged |
| CIBC World Markets Corp | 5,952 | $872.4K | 0.01% | −13,293−69.1% | Reduced |
| Sepio Capital, LP | 5,958 | $873.3K | 0.08% | +1,355+29.4% | Added |
| Alberta Investment Management Corp | 5,988 | $877.7K | 0.01% | −21,319−78.1% | Reduced |
| Hilltop Holdings Inc. | 5,990 | $877.9K | 0.12% | −183−3.0% | Reduced |