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 |
|---|---|---|---|---|---|
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −16,618−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −14,559−100.0% | Sold out |
| Nippon Life Global Investors Americas, Inc. | 0 | $0 | 0.00% | −10,700−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −10,100−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −10,077−100.0% | Sold out |
| Jackson Wealth Management, LLC | 0 | $0 | 0.00% | −9,972−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −8,735−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −8,345−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −7,951−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −7,898−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −7,665−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −6,699−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −5,862−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −5,723−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −5,479−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −5,247−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −4,524−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Clarkston Capital Partners, LLC | 0 | $0 | 0.00% | −3,900−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,361−100.0% | Sold out |
| Gyroscope Capital Management Group, LLC | 0 | $0 | 0.00% | −3,334−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −3,209−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −2,701−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −2,383−100.0% | Sold out |
| Sustainable Insight Capital Management, LLC | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Fort, L.P. | 0 | $0 | 0.00% | −2,082−100.0% | Sold out |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −1,831−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −1,665−100.0% | Sold out |
| Meritage Group LP | 0 | $0 | 0.00% | −1,643−100.0% | Sold out |
| Menard Financial Group LLC | 0 | $0 | 0.00% | −1,624−100.0% | Sold out |
| Synovus Financial Corp | 0 | $0 | 0.00% | −1,592−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −978−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −976−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −890−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −724−100.0% | Sold out |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −438−100.0% | Sold out |
| General Partner, Inc. | 0 | $0 | 0.00% | −332−100.0% | Sold out |
| Resurgent Financial Advisors LLC | 0 | $0 | 0.00% | −203−100.0% | Sold out |
| Kathleen S. Wright Associates Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −195−100.0% | Sold out |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −148−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −133−100.0% | Sold out |
| Zullo Investment Group, Inc. | 0 | $0 | 0.00% | −126−100.0% | Sold out |
| MinichMacGregor Wealth Management, LLC | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| Missouri Trust & Investment Co | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Romano Brothers and Company | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| High Net Worth Advisory Group LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Aua Capital Management, LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Addison Advisors LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Sierra Capital LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −33,000−100.0% | Sold out |
| My Personal CFO, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| WestEnd Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Colonial Trust Advisors | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Connectus Wealth, LLC | 0 | $0 | 0.00% | −10,057−100.0% | Sold out |
| Alaska Permanent Fund Corp | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| Allstate Investment Management Co | – | – | – | – | Not filed |
| Seeyond | – | – | – | – | Not filed |
| Laurel Wealth Advisors, Inc. | – | – | – | – | Not filed |
| Personal Capital Advisors Corp | – | – | – | – | Not filed |
| Gofen & Glossberg LLC | – | – | – | – | Not filed |
| Sargent Bickham Lagudis LLC | – | – | – | – | Not filed |
| St Germain D J Co Inc | – | – | – | – | Not filed |
| Tyler-Stone Wealth Management | – | – | – | – | Not filed |
| Glass Jacobson Investment Advisors llc | – | – | – | – | Not filed |
| Cornerstone Planning Group LLC | – | – | – | – | Not filed |