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 |
|---|---|---|---|---|---|
| Zions Bancorporation, N.A. | 11,589 | $1.70M | 0.15% | +4,399+61.2% | Added |
| San Luis Wealth Advisors LLC | 11,537 | $1.69M | 0.65% | −2,983−20.5% | Reduced |
| Squarepoint Ops LLC | 11,400 | $1.67M | 0.01% | −16,230−58.7% | Reduced |
| Mraz, Amerine & Associates, Inc. | 11,362 | $1.67M | 0.41% | −90−0.8% | Reduced |
| Rockefeller Capital Management L.P. | 11,280 | $1.65M | 0.01% | +121+1.1% | Added |
| Lantz Financial LLC | 11,255 | $1.65M | 0.69% | 00.0% | Unchanged |
| Regions Financial Corp | 11,174 | $1.64M | 0.01% | +216+2.0% | Added |
| Henshaw Capital LLC | 11,125 | $1.63M | 0.10% | +2,807+33.7% | Added |
| GWM Advisors LLC | 11,096 | $1.63M | 0.02% | +5,172+87.3% | Added |
| Kesler, Norman & Wride, LLC | 11,075 | $1.62M | 0.41% | +1,331+13.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 11,057 | $1.62M | 0.01% | −1,798−14.0% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 11,007 | $1.61M | 0.02% | +940+9.3% | Added |
| Guggenheim Capital LLC | 10,866 | $1.59M | 0.01% | −982−8.3% | Reduced |
| Bank of Nova Scotia | 10,738 | $1.57M | 0.00% | −879−7.6% | Reduced |
| Wimmer Associates 1, LLC | 10,147 | $1.57M | 1.00% | −594−5.5% | Reduced |
| Zurich Insurance Group Ltd | 10,600 | $1.55M | 0.02% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 10,592 | $1.55M | 0.02% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 10,541 | $1.54M | 0.25% | −193−1.8% | Reduced |
| Cipher Capital LP | 10,499 | $1.54M | 0.28% | +10,499 | New |
| Roundview Capital LLC | 10,456 | $1.53M | 0.16% | +151+1.5% | Added |
| British Columbia Investment Management Corp | 10,408 | $1.53M | 0.02% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 10,300 | $1.51M | 0.01% | +701+7.3% | Added |
| Leavell Investment Management, Inc. | 10,225 | $1.51M | 0.11% | −1,000−8.9% | Reduced |
| Caxton Associates LP | 10,256 | $1.50M | 0.24% | +4,760+86.6% | Added |
| Lee Financial Co | 10,159 | $1.49M | 0.26% | −1,526−13.1% | Reduced |
| Hartford Investment Management Co | 9,978 | $1.46M | 0.05% | +1,449+17.0% | Added |
| Swedbank AB | 9,891 | $1.45M | 0.00% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 9,861 | $1.45M | 0.04% | −6,910−41.2% | Reduced |
| Westpac Banking Corp | 9,816 | $1.44M | 0.02% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 9,813 | $1.44M | 0.03% | −5,085−34.1% | Reduced |
| Securian Asset Management, Inc | 9,766 | $1.43M | 0.04% | +100+1.0% | Added |
| Sawtooth Solutions, LLC | 9,546 | $1.40M | 0.04% | +5,382+129.3% | Added |
| Atlas Private Wealth Management | 9,531 | $1.40M | 0.84% | +400+4.4% | Added |
| Guardian Wealth Advisors, LLC | 9,448 | $1.39M | 0.24% | +1,069+12.8% | Added |
| Bleakley Financial Group, LLC | 9,490 | $1.39M | 0.05% | −267−2.7% | Reduced |
| Silvercrest Asset Management Group LLC | 9,460 | $1.39M | 0.01% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 9,347 | $1.38M | 0.18% | +627+7.2% | Added |
| Pacer Advisors, Inc. | 9,370 | $1.37M | 0.01% | +7,663+448.9% | Added |
| Kentucky Retirement Systems | 9,306 | $1.36M | 0.05% | +89+1.0% | Added |
| Northwest Investment Counselors, LLC | 9,285 | $1.36M | 0.38% | +179+2.0% | Added |
| Oregon Public Employees Retirement Fund | 9,074 | $1.33M | 0.02% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 9,048 | $1.33M | 0.03% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 8,971 | $1.31M | 0.01% | +8,971 | New |
| Toroso Investments, LLC | 8,776 | $1.29M | 0.04% | +396+4.7% | Added |
| Vestcor Inc | 8,691 | $1.27M | 0.05% | −20−0.2% | Reduced |
| Linden Thomas Advisory Services, LLC | 8,601 | $1.26M | 0.31% | +1,199+16.2% | Added |
| Koshinski Asset Management, Inc. | 8,452 | $1.24M | 0.12% | −116−1.4% | Reduced |
| SRN Advisors, LLC | 8,253 | $1.20M | 1.10% | −2,544−23.6% | Reduced |
| PDT Partners, LLC | 8,116 | $1.19M | 0.16% | −606−6.9% | Reduced |
| Legacy Advisors, LLC | 7,964 | $1.17M | 0.22% | +893+12.6% | Added |
| Sentry LLC | 7,948 | $1.16M | 0.27% | +7,948 | New |
| MAI Capital Management | 7,919 | $1.16M | 0.02% | +2,280+40.4% | Added |
| Neuberger Berman Group LLC | 7,856 | $1.15M | 0.00% | −1,360−14.8% | Reduced |
| Illinois Municipal Retirement Fund | 7,761 | $1.14M | 0.02% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 7,707 | $1.13M | 1.08% | +251+3.4% | Added |
| Louisiana State Employees Retirement System | 7,700 | $1.13M | 0.03% | +100+1.3% | Added |
| Rafferty Asset Management, LLC | 7,690 | $1.13M | 0.01% | −11,515−60.0% | Reduced |
| Boyar Asset Management Inc. | 7,675 | $1.12M | 0.87% | −99−1.3% | Reduced |
| Allen Capital Group, LLC | 7,635 | $1.12M | 0.21% | +7,635 | New |
| Meyer Handelman Co | 7,625 | $1.12M | 0.05% | −375−4.7% | Reduced |
| EFG Asset Management (Americas) Corp. | 7,601 | $1.11M | 0.27% | +288+3.9% | Added |
| ETF Managers Group, LLC | 7,585 | $1.11M | 0.04% | +2,974+64.5% | Added |
| AE Wealth Management LLC | 7,578 | $1.11M | 0.01% | +269+3.7% | Added |
| Kestra Advisory Services, LLC | 7,569 | $1.11M | 0.01% | −5,700−43.0% | Reduced |
| Oxbow Advisors, LLC | 7,537 | $1.10M | 0.20% | −175−2.3% | Reduced |
| Welch & Forbes LLC | 7,431 | $1.09M | 0.02% | −100−1.3% | Reduced |
| Sompo Asset Management Co., Ltd. | 7,430 | $1.09M | 0.23% | +590+8.6% | Added |
| Nordea Investment Management AB | 7,408 | $1.09M | 0.00% | +298+4.2% | Added |
| Norinchukin Bank, The | 7,409 | $1.09M | 0.02% | +245+3.4% | Added |
| Fiduciary Planning LLC | 7,391 | $1.08M | 0.51% | −43−0.6% | Reduced |
| Ostrum Asset Management | 7,219 | $1.06M | 0.09% | +7,219 | New |
| Pegasus Partners Ltd. | 7,216 | $1.06M | 0.17% | +66+0.9% | Added |
| Advisor Partners II, LLC | 7,213 | $1.06M | 0.06% | +240+3.4% | Added |
| Northwestern Mutual Wealth Management Co | 7,210 | $1.06M | 0.00% | +141+2.0% | Added |
| Montag & Caldwell, LLC | 6,913 | $1.01M | 0.14% | −79−1.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,890 | $1.01M | 0.04% | +1,286+22.9% | Added |
| Waterloo Capital, L.P. | 6,872 | $1.01M | 0.31% | +6,872 | New |
| Dividend Assets Capital, LLC | 7,511 | $1.01M | 0.21% | 00.0% | Unchanged |
| Capital International Inc | 6,843 | $1.00M | 0.02% | +6,843 | New |
| Biltmore Family Office, LLC | 6,750 | $994.2K | 0.21% | +5+0.1% | Added |
| Wellington Management Group LLP | 6,761 | $991.0K | 0.00% | +4,583+210.4% | Added |
| Assenagon Asset Management S.A. | 6,748 | $989.1K | 0.00% | −93,115−93.2% | Reduced |
| Cetera Investment Advisers | 6,718 | $984.5K | 0.01% | −200−2.9% | Reduced |
| Wambolt & Associates, LLC | 6,604 | $958.9K | 0.34% | +227+3.6% | Added |
| Pinnacle Associates Ltd | 6,534 | $957.7K | 0.02% | +114+1.8% | Added |
| Spears Abacus Advisors LLC | 6,460 | $946.8K | 0.08% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 6,242 | $915.0K | 0.22% | −272−4.2% | Reduced |
| Thrivent Financial for Lutherans | 6,134 | $899.0K | 0.00% | +13+0.2% | Added |
| Echo Street Capital Management LLC | 6,033 | $884.3K | 0.01% | −25,574−80.9% | Reduced |
| SG Americas Securities, LLC | 6,002 | $880.0K | 0.01% | −8,111−57.5% | Reduced |
| Tiaa, FSB | 5,990 | $878.0K | 0.00% | −1,579−20.9% | Reduced |
| Hilltop Holdings Inc. | 5,990 | $877.9K | 0.12% | −183−3.0% | Reduced |
| Alberta Investment Management Corp | 5,988 | $877.7K | 0.01% | −21,319−78.1% | Reduced |
| Sepio Capital, LP | 5,958 | $873.3K | 0.08% | +1,355+29.4% | Added |
| CIBC World Markets Corp | 5,952 | $872.4K | 0.01% | −13,293−69.1% | Reduced |
| TCTC Holdings, LLC | 5,925 | $868.4K | 0.03% | 00.0% | Unchanged |
| Advisor Resource Council | 6,028 | $868.3K | 0.22% | +6,028 | New |
| Van Eck Associates Corp | 5,914 | $867.0K | 0.00% | +4,406+292.2% | Added |
| Hantz Financial Services, Inc. | 5,889 | $863.0K | 0.02% | +283+5.0% | Added |
| Crawford Investment Counsel Inc | 5,845 | $856.7K | 0.02% | 00.0% | Unchanged |