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 |
|---|---|---|---|---|---|
| Tiaa, FSB | 5,990 | $878.0K | 0.00% | −1,579−20.9% | Reduced |
| SG Americas Securities, LLC | 6,002 | $880.0K | 0.01% | −8,111−57.5% | Reduced |
| Echo Street Capital Management LLC | 6,033 | $884.3K | 0.01% | −25,574−80.9% | Reduced |
| Thrivent Financial for Lutherans | 6,134 | $899.0K | 0.00% | +13+0.2% | Added |
| Benjamin Edwards Inc | 6,242 | $915.0K | 0.22% | −272−4.2% | Reduced |
| Spears Abacus Advisors LLC | 6,460 | $946.8K | 0.08% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 6,534 | $957.7K | 0.02% | +114+1.8% | Added |
| Wambolt & Associates, LLC | 6,604 | $958.9K | 0.34% | +227+3.6% | Added |
| Cetera Investment Advisers | 6,718 | $984.5K | 0.01% | −200−2.9% | Reduced |
| Assenagon Asset Management S.A. | 6,748 | $989.1K | 0.00% | −93,115−93.2% | Reduced |
| Wellington Management Group LLP | 6,761 | $991.0K | 0.00% | +4,583+210.4% | Added |
| Biltmore Family Office, LLC | 6,750 | $994.2K | 0.21% | +5+0.1% | Added |
| Capital International Inc | 6,843 | $1.00M | 0.02% | +6,843 | New |
| Dividend Assets Capital, LLC | 7,511 | $1.01M | 0.21% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 6,872 | $1.01M | 0.31% | +6,872 | New |
| Vestmark Advisory Solutions, Inc. | 6,890 | $1.01M | 0.04% | +1,286+22.9% | Added |
| Montag & Caldwell, LLC | 6,913 | $1.01M | 0.14% | −79−1.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 7,210 | $1.06M | 0.00% | +141+2.0% | Added |
| Advisor Partners II, LLC | 7,213 | $1.06M | 0.06% | +240+3.4% | Added |
| Pegasus Partners Ltd. | 7,216 | $1.06M | 0.17% | +66+0.9% | Added |
| Ostrum Asset Management | 7,219 | $1.06M | 0.09% | +7,219 | New |
| Fiduciary Planning LLC | 7,391 | $1.08M | 0.51% | −43−0.6% | Reduced |
| Norinchukin Bank, The | 7,409 | $1.09M | 0.02% | +245+3.4% | Added |
| Nordea Investment Management AB | 7,408 | $1.09M | 0.00% | +298+4.2% | Added |
| Sompo Asset Management Co., Ltd. | 7,430 | $1.09M | 0.23% | +590+8.6% | Added |
| Welch & Forbes LLC | 7,431 | $1.09M | 0.02% | −100−1.3% | Reduced |
| Oxbow Advisors, LLC | 7,537 | $1.10M | 0.20% | −175−2.3% | Reduced |
| Kestra Advisory Services, LLC | 7,569 | $1.11M | 0.01% | −5,700−43.0% | Reduced |
| AE Wealth Management LLC | 7,578 | $1.11M | 0.01% | +269+3.7% | Added |
| ETF Managers Group, LLC | 7,585 | $1.11M | 0.04% | +2,974+64.5% | Added |
| EFG Asset Management (Americas) Corp. | 7,601 | $1.11M | 0.27% | +288+3.9% | Added |
| Meyer Handelman Co | 7,625 | $1.12M | 0.05% | −375−4.7% | Reduced |
| Allen Capital Group, LLC | 7,635 | $1.12M | 0.21% | +7,635 | New |
| Boyar Asset Management Inc. | 7,675 | $1.12M | 0.87% | −99−1.3% | Reduced |
| Rafferty Asset Management, LLC | 7,690 | $1.13M | 0.01% | −11,515−60.0% | Reduced |
| Louisiana State Employees Retirement System | 7,700 | $1.13M | 0.03% | +100+1.3% | Added |
| Tilia Fiduciary Partners, Inc. | 7,707 | $1.13M | 1.08% | +251+3.4% | Added |
| Illinois Municipal Retirement Fund | 7,761 | $1.14M | 0.02% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 7,856 | $1.15M | 0.00% | −1,360−14.8% | Reduced |
| MAI Capital Management | 7,919 | $1.16M | 0.02% | +2,280+40.4% | Added |
| Sentry LLC | 7,948 | $1.16M | 0.27% | +7,948 | New |
| Legacy Advisors, LLC | 7,964 | $1.17M | 0.22% | +893+12.6% | Added |
| PDT Partners, LLC | 8,116 | $1.19M | 0.16% | −606−6.9% | Reduced |
| SRN Advisors, LLC | 8,253 | $1.20M | 1.10% | −2,544−23.6% | Reduced |
| Koshinski Asset Management, Inc. | 8,452 | $1.24M | 0.12% | −116−1.4% | Reduced |
| Linden Thomas Advisory Services, LLC | 8,601 | $1.26M | 0.31% | +1,199+16.2% | Added |
| Vestcor Inc | 8,691 | $1.27M | 0.05% | −20−0.2% | Reduced |
| Toroso Investments, LLC | 8,776 | $1.29M | 0.04% | +396+4.7% | Added |
| Schonfeld Strategic Advisors LLC | 8,971 | $1.31M | 0.01% | +8,971 | New |
| Maryland State Retirement & Pension System | 9,048 | $1.33M | 0.03% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 9,074 | $1.33M | 0.02% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 9,285 | $1.36M | 0.38% | +179+2.0% | Added |
| Kentucky Retirement Systems | 9,306 | $1.36M | 0.05% | +89+1.0% | Added |
| Pacer Advisors, Inc. | 9,370 | $1.37M | 0.01% | +7,663+448.9% | Added |
| SNS Financial Group, LLC | 9,347 | $1.38M | 0.18% | +627+7.2% | Added |
| Silvercrest Asset Management Group LLC | 9,460 | $1.39M | 0.01% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 9,490 | $1.39M | 0.05% | −267−2.7% | Reduced |
| Guardian Wealth Advisors, LLC | 9,448 | $1.39M | 0.24% | +1,069+12.8% | Added |
| Atlas Private Wealth Management | 9,531 | $1.40M | 0.84% | +400+4.4% | Added |
| Sawtooth Solutions, LLC | 9,546 | $1.40M | 0.04% | +5,382+129.3% | Added |
| Securian Asset Management, Inc | 9,766 | $1.43M | 0.04% | +100+1.0% | Added |
| Jefferies Financial Group Inc. | 9,813 | $1.44M | 0.03% | −5,085−34.1% | Reduced |
| Westpac Banking Corp | 9,816 | $1.44M | 0.02% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 9,861 | $1.45M | 0.04% | −6,910−41.2% | Reduced |
| Swedbank AB | 9,891 | $1.45M | 0.00% | 00.0% | Unchanged |
| Hartford Investment Management Co | 9,978 | $1.46M | 0.05% | +1,449+17.0% | Added |
| Lee Financial Co | 10,159 | $1.49M | 0.26% | −1,526−13.1% | Reduced |
| Caxton Associates LP | 10,256 | $1.50M | 0.24% | +4,760+86.6% | Added |
| Leavell Investment Management, Inc. | 10,225 | $1.51M | 0.11% | −1,000−8.9% | Reduced |
| Cetera Advisor Networks LLC | 10,300 | $1.51M | 0.01% | +701+7.3% | Added |
| British Columbia Investment Management Corp | 10,408 | $1.53M | 0.02% | 00.0% | Unchanged |
| Roundview Capital LLC | 10,456 | $1.53M | 0.16% | +151+1.5% | Added |
| Cipher Capital LP | 10,499 | $1.54M | 0.28% | +10,499 | New |
| Dean Investment Associates, LLC | 10,541 | $1.54M | 0.25% | −193−1.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 10,592 | $1.55M | 0.02% | 00.0% | Unchanged |
| Zurich Insurance Group Ltd | 10,600 | $1.55M | 0.02% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 10,147 | $1.57M | 1.00% | −594−5.5% | Reduced |
| Bank of Nova Scotia | 10,738 | $1.57M | 0.00% | −879−7.6% | Reduced |
| Guggenheim Capital LLC | 10,866 | $1.59M | 0.01% | −982−8.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 11,007 | $1.61M | 0.02% | +940+9.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 11,057 | $1.62M | 0.01% | −1,798−14.0% | Reduced |
| Kesler, Norman & Wride, LLC | 11,075 | $1.62M | 0.41% | +1,331+13.7% | Added |
| GWM Advisors LLC | 11,096 | $1.63M | 0.02% | +5,172+87.3% | Added |
| Henshaw Capital LLC | 11,125 | $1.63M | 0.10% | +2,807+33.7% | Added |
| Regions Financial Corp | 11,174 | $1.64M | 0.01% | +216+2.0% | Added |
| Lantz Financial LLC | 11,255 | $1.65M | 0.69% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 11,280 | $1.65M | 0.01% | +121+1.1% | Added |
| Mraz, Amerine & Associates, Inc. | 11,362 | $1.67M | 0.41% | −90−0.8% | Reduced |
| Squarepoint Ops LLC | 11,400 | $1.67M | 0.01% | −16,230−58.7% | Reduced |
| San Luis Wealth Advisors LLC | 11,537 | $1.69M | 0.65% | −2,983−20.5% | Reduced |
| Zions Bancorporation, N.A. | 11,589 | $1.70M | 0.15% | +4,399+61.2% | Added |
| Coldstream Capital Management Inc | 11,739 | $1.72M | 0.06% | +10+0.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,001 | $1.76M | 0.03% | +127+1.1% | Added |
| Mercer Global Advisors Inc | 12,190 | $1.79M | 0.01% | +2,654+27.8% | Added |
| PGGM Investments | 12,492 | $1.83M | 0.03% | −373−2.9% | Reduced |
| Nissay Asset Management Corp | 12,515 | $1.83M | 0.02% | −142,476−91.9% | Reduced |
| Siemens Fonds Invest GmbH | 12,628 | $1.85M | 0.19% | −14−0.1% | Reduced |
| Whittier Trust Co | 12,700 | $1.86M | 0.03% | −653−4.9% | Reduced |
| American Century Companies Inc | 12,917 | $1.89M | 0.00% | +1,269+10.9% | Added |
| SYSTM Wealth Solutions LLC | 12,893 | $1.89M | 0.29% | −16,824−56.6% | Reduced |