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 |
|---|---|---|---|---|---|
| Forza Wealth Management, LLC | 5,679 | $832.4K | 0.43% | +5,679 | New |
| Kensington Investment Counsel, LLC | 5,647 | $827.7K | 0.62% | +5,647 | New |
| Prospera Financial Services Inc | 5,530 | $810.5K | 0.03% | +126+2.3% | Added |
| Ethic Inc. | 5,511 | $807.8K | 0.03% | +1,901+52.7% | Added |
| Cerity Partners LLC | 5,475 | $802.5K | 0.00% | −351−6.0% | Reduced |
| Naples Global Advisors, LLC | 5,435 | $800.5K | 0.10% | +435+8.7% | Added |
| New Mexico Educational Retirement Board | 5,450 | $799.0K | 0.04% | −200−3.5% | Reduced |
| Beacon Pointe Advisors, LLC | 5,382 | $788.7K | 0.01% | +720+15.4% | Added |
| CWS Financial Advisors, LLC | 5,378 | $788.3K | 0.31% | −481−8.2% | Reduced |
| Private Advisor Group, LLC | 5,296 | $776.3K | 0.01% | +670+14.5% | Added |
| AXA S.A. | 5,277 | $773.5K | 0.00% | −33,893−86.5% | Reduced |
| Metropolitan Life Insurance Co | 5,263 | $771.4K | 0.04% | −1,408−21.1% | Reduced |
| Prudential PLC | 5,101 | $747.7K | 0.01% | −2,258−30.7% | Reduced |
| E. Ohman J:or Asset Management AB | 5,100 | $747.5K | 0.03% | 00.0% | Unchanged |
| Bessemer Group Inc | 5,091 | $746.0K | 0.00% | −78−1.5% | Reduced |
| Machina Capital S.A.S. | 5,032 | $737.5K | 0.65% | +589+13.3% | Added |
| Johnson Investment Counsel Inc | 4,958 | $726.7K | 0.01% | −385−7.2% | Reduced |
| Wealthfront Advisers LLC | 4,889 | $716.6K | 0.00% | +404+9.0% | Added |
| Umb Bank N A | 4,820 | $706.5K | 0.01% | −17−0.4% | Reduced |
| Raymond James Trust N.A. | 4,698 | $689.0K | 0.02% | +136+3.0% | Added |
| Horizon Kinetics Asset Management LLC | 4,564 | $668.9K | 0.01% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 4,541 | $665.6K | 0.64% | −173−3.7% | Reduced |
| NewEdge Wealth, LLC | 4,534 | $664.5K | 0.03% | +1,361+42.9% | Added |
| Banque Cantonale Vaudoise | 4,531 | $664.0K | 0.03% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 4,500 | $659.6K | 0.44% | 00.0% | Unchanged |
| Aviva PLC | 4,495 | $658.8K | 0.00% | −11,346−71.6% | Reduced |
| Transcend Wealth Collective, LLC | 4,467 | $654.7K | 0.07% | +4,467 | New |
| Glenmede Trust Co NA | 4,457 | $653.3K | 0.00% | +86+2.0% | Added |
| Mount Yale Investment Advisors, LLC | 4,455 | $652.9K | 0.07% | −3,688−45.3% | Reduced |
| Tower Research Capital LLC (TRC) | 4,447 | $652.0K | 0.02% | +206+4.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,410 | $646.0K | 0.03% | −9,740−68.8% | Reduced |
| Ropes Wealth Advisors LLC | 4,327 | $634.2K | 0.11% | +73+1.7% | Added |
| Symmetry Partners, LLC | 4,306 | $631.0K | 0.03% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 4,227 | $619.6K | 0.06% | +968+29.7% | Added |
| 1832 Asset Management L.P. | 4,221 | $618.7K | 0.00% | +277+7.0% | Added |
| DT Investment Partners, LLC | 4,272 | $615.9K | 0.07% | 00.0% | Unchanged |
| National Asset Management, Inc. | 4,176 | $615.1K | 0.02% | +1,377+49.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 4,188 | $614.0K | 0.05% | −13−0.3% | Reduced |
| Unigestion Holding SA | 4,225 | $613.1K | 0.03% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 4,171 | $611.4K | 0.01% | +183+4.6% | Added |
| O'Shaughnessy Asset Management, LLC | 4,091 | $599.6K | 0.01% | −262−6.0% | Reduced |
| Veritable, L.P. | 4,089 | $599.3K | 0.01% | −7−0.2% | Reduced |
| TrinityPoint Wealth, LLC | 4,059 | $595.0K | 0.13% | +53+1.3% | Added |
| Fiduciary Trust Co | 4,049 | $593.5K | 0.01% | −300−6.9% | Reduced |
| JustInvest LLC | 4,029 | $590.5K | 0.02% | −3−0.1% | Reduced |
| Teamwork Financial Advisors, LLC | 4,016 | $588.6K | 0.11% | −133−3.2% | Reduced |
| East Coast Asset Management, LLC. | 4,013 | $588.2K | 0.26% | 00.0% | Unchanged |
| Bank Ozk | 4,000 | $586.3K | 0.29% | 00.0% | Unchanged |
| Jane Street Group, LLC | 3,859 | $565.6K | 0.00% | +3,859 | New |
| Huntington National Bank | 3,835 | $562.1K | 0.01% | −279−6.8% | Reduced |
| Cedar Mountain Advisors, LLC | 3,734 | $547.4K | 0.16% | +3+0.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 3,699 | $542.2K | 0.01% | +11+0.3% | Added |
| Legacy Capital Wealth Partners, LLC | 3,693 | $541.3K | 0.15% | +3,693 | New |
| Davy Global Fund Management Ltd | 3,677 | $538.9K | 0.10% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 3,654 | $535.6K | 0.03% | +1,214+49.8% | Added |
| Quadrant Capital Group LLC | 3,642 | $533.8K | 0.06% | −337−8.5% | Reduced |
| TD Private Client Wealth LLC | 3,624 | $531.2K | 0.02% | +613+20.4% | Added |
| Eukles Asset Management | 3,592 | $526.5K | 0.29% | −25−0.7% | Reduced |
| Accredited Investors Inc. | 3,571 | $523.4K | 0.04% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 3,534 | $518.0K | 0.08% | +3,534 | New |
| CWM, LLC | 3,480 | $510.0K | 0.00% | +224+6.9% | Added |
| Investment Management of Virginia LLC | 3,405 | $499.1K | 0.09% | −480−12.4% | Reduced |
| Mission Wealth Management, LP | 3,381 | $495.5K | 0.02% | +10.0% | Added |
| Fiera Capital Corp | 3,310 | $485.1K | 0.00% | −100−2.9% | Reduced |
| D.B. Root & Company, LLC | 3,301 | $483.8K | 0.19% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 3,257 | $477.4K | 0.30% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 3,230 | $473.0K | 0.19% | 00.0% | Unchanged |
| Gateway Advisory, LLC | 3,223 | $472.0K | 0.11% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 3,026 | $471.2K | 0.01% | −3,124−50.8% | Reduced |
| Websterrogers Financial Advisors, LLC | 3,210 | $470.5K | 0.22% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 3,206 | $469.9K | 0.15% | −73−2.2% | Reduced |
| EP Wealth Advisors, LLC | 12,359 | $468.9K | 0.01% | +10,757+671.5% | Added |
| Platform Technology Partners | 3,166 | $464.0K | 0.23% | −400−11.2% | Reduced |
| Empirical Finance, LLC | 3,125 | $458.0K | 0.04% | +157+5.3% | Added |
| ING Groep NV | 3,099 | $454.2K | 0.00% | +3,099 | New |
| Kidder Stephen W | 3,050 | $447.0K | 0.16% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 3,042 | $445.9K | 0.05% | −625−17.0% | Reduced |
| Lincoln National Corp | 3,001 | $439.9K | 0.01% | +570+23.4% | Added |
| Ironwood Investment Counsel, LLC | 6,240 | $432.6K | 0.10% | −257−4.0% | Reduced |
| Veriti Management LLC | 2,895 | $424.3K | 0.05% | +17+0.6% | Added |
| Beaumont Financial Advisors, LLC | 2,894 | $424.2K | 0.04% | +19+0.7% | Added |
| Amica Retiree Medical Trust | 2,885 | $423.0K | 0.45% | −1,592−35.6% | Reduced |
| Bradley Foster & Sargent Inc | 2,885 | $422.9K | 0.01% | −2−0.1% | Reduced |
| Albion Financial Group | 2,880 | $422.1K | 0.04% | +169+6.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 2,881 | $422.0K | 0.01% | −320−10.0% | Reduced |
| Fulton Bank, N.A. | 2,876 | $421.5K | 0.02% | −166−5.5% | Reduced |
| Ami Asset Management Corp | 2,837 | $415.8K | 0.03% | +37+1.3% | Added |
| Simmons Bank | 2,776 | $406.9K | 0.03% | +149+5.7% | Added |
| Ieq Capital, LLC | 2,770 | $406.0K | 0.01% | −76−2.7% | Reduced |
| Banque Pictet & Cie SA | 2,745 | $402.3K | 0.00% | −1,243−31.2% | Reduced |
| Chicago Trust Co NA | 2,728 | $399.8K | 0.10% | 00.0% | Unchanged |
| Old National Bancorp | 2,725 | $399.4K | 0.01% | −20−0.7% | Reduced |
| Cetera Advisors LLC | 2,725 | $399.4K | 0.01% | +253+10.2% | Added |
| Polaris Wealth Advisory Group, LLC | 2,707 | $396.8K | 0.03% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 2,681 | $393.0K | 0.13% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 2,648 | $388.1K | 0.04% | −385−12.7% | Reduced |
| Sigma Planning Corp | 2,636 | $386.4K | 0.01% | +156+6.3% | Added |
| Everence Capital Management Inc | 2,596 | $380.0K | 0.03% | 00.0% | Unchanged |
| Pitcairn Co | 2,583 | $378.6K | 0.03% | 00.0% | Unchanged |
| Lido Advisors, LLC | 2,539 | $372.1K | 0.01% | +634+33.3% | Added |