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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 2 sales; 1,023 institutions reported holding it in 13F filings for Q2 2026, worth $14.9B in total; no superinvestor holds it.

Q2 2023 vs. Q1 2023

How the institutions holding Broadridge Financial Solutions, Inc. changed between Q1 2023 and Q2 2023.

All holders in Q2 2023All holders in Q1 2023

13F holders of BR: Q1 2023 compared with Q2 2023
MeasureQ1 2023Of which not filed for Q2 2023Q2 2023Change
Holders7935817+29
Shares105.5M33.5K105.9M+404.5K (+0.4%)
Value$15.4B$4.69M$17.5B+$2.07B (+13.4%)

5 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (81)

Institutions that held Broadridge Financial Solutions, Inc. at the end of Q2 2023 but not at the end of Q1 2023.

Institutions new to BR in Q2 2023
InstitutionSharesValue% of portfolio
Premier Fund Managers Ltd170,000$27.8M1.10%
Adage Capital Partners GP, L.L.C.117,500$19.5M0.04%
Renaissance Technologies LLC96,400$16.0M0.02%
Flputnam Investment Management Co28,021$4.64M0.13%
Brasada Capital Management, LP24,607$4.08M0.90%
Varma Mutual Pension Insurance Co22,000$3.64M0.04%
Alaska Permanent Fund Corp20,432$3.38M0.07%
Zevenbergen Capital Investments LLC19,500$3.23M0.08%
Jump Financial, LLC12,262$2.03M0.07%
AMF Pensionsforsakring AB11,200$1.86M0.02%
Engineers Gate Manager LP8,933$1.48M0.06%
Catalyst Capital Advisors LLC7,904$1.31M0.04%
Efg Capital International Corp.7,511$1.24M0.29%
La Banque Postale Asset Management SA7,015$1.16M0.03%
Woodline Partners LP6,419$1.06M0.01%
Prana Capital Management, LP5,727$948.6K0.06%
FJ Capital Management LLC5,338$884.1K0.11%
Y-Intercept (Hong Kong) Ltd5,170$856.3K0.09%
Teza Capital Management LLC4,561$755.4K0.12%
Summit Financial, LLC4,193$697.5K0.05%
Inceptionr LLC2,840$470.4K0.25%
Cresset Asset Management, LLC2,786$463.5K0.00%
Prelude Capital Management, LLC2,624$434.6K0.04%
Keebeck Alpha, LP2,435$403.3K0.40%
ISAM Funds (UK) Ltd2,368$392.2K0.35%
Ashton Thomas Private Wealth, LLC2,349$389.1K0.03%
Exchange Bank2,250$372.7K0.36%
Aigen Investment Management, LP1,911$316.5K0.05%
Menard Financial Group LLC1,722$285.2K0.59%
Jmac Enterprises LLC1,700$281.6K0.07%
Portside Wealth Group, LLC1,693$280.4K0.05%
Trexquant Investment LP1,592$263.7K0.01%
Campbell & CO Investment Adviser LLC1,537$254.6K0.05%
CAPROCK Group, Inc.1,529$254.3K0.02%
Ascent Wealth Partners, LLC1,529$253.2K0.04%
Cadent Capital Advisors, LLC1,480$245.1K0.15%
Exchange Traded Concepts, LLC1,438$238.2K0.01%
Oak Thistle LLC1,417$234.7K0.12%
Profund Advisors LLC1,402$232.2K0.01%
Golden State Equity Partners1,398$231.6K0.07%
CX Institutional1,392$230.6K0.01%
Souders Financial Advisors1,386$229.6K0.04%
Capital Investment Counsel, Inc1,378$228.3K0.04%
HB Wealth Management, LLC1,374$227.5K0.00%
Atlas Brown,Inc.1,352$223.9K0.10%
Goldstein Advisors, LLC1,340$221.9K0.05%
Apella Capital, LLC1,339$221.8K0.02%
Kingsview Wealth Management, LLC1,296$214.7K0.01%
Phillips Wealth Planners LLC1,292$214.0K0.28%
Courier Capital LLC1,289$213.5K0.02%
Patron Partners Advisors, LLC1,278$211.7K0.15%
Savant Capital, LLC1,277$211.5K0.00%
Traphagen Investment Advisors LLC1,254$207.7K0.03%
Pinnacle Wealth Planning Services, Inc.1,252$207.4K0.03%
Change Path, LLC1,243$206.0K0.01%
David Loasby1,241$202.9K0.02%
Claro Advisors LLC1,219$201.9K0.05%
MONECO Advisors, LLC1,216$201.4K0.05%
UniSuper Management Pty Ltd900$149.1K0.00%
Spotlight Asset Group, Inc.870$144.1K0.13%
Sentry Investment Management LLC779$129.0K0.05%
V-Square Quantitative Management LLC714$118.3K0.09%
Union Savings Bank620$104.1K0.06%
Federated Hermes, Inc.491$81.3K0.00%
St Germain D J Co Inc393$65.1K0.00%
Harvest Fund Management Co., Ltd393$65.0K0.01%
Harbor Capital Advisors, Inc.134$22.2K0.00%
PCA Investment Advisory Services Inc.128$21.3K0.01%
Northwest Bank & Trust Co78$12.9K0.01%
Cornerstone Planning Group LLC59$9.77K0.00%
Clearstead Advisors, LLC57$9.44K0.00%
Tyler-Stone Wealth Management51$8.00K0.00%
Glass Jacobson Investment Advisors llc35$5.80K0.00%
Robinswood Financial LLC32$5.30K0.00%
Sittner & Nelson, LLC25$4.14K0.00%
ORG Partners LLC25$4.10K0.00%
Beacon Capital Management, LLC20$3.31K0.00%
City State Bank21$3.00K0.00%
First Capital Advisors Group, LLC.12$1.99K0.00%
Coppell Advisory Solutions LLC8$1.31K0.00%
SkyView Investment Advisors, LLC5$1.00K0.00%

Sold out (52)

Institutions that held Broadridge Financial Solutions, Inc. at the end of Q1 2023 and filed for Q2 2023 without it.

Institutions that sold out of BR in Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
D. E. Shaw & Co., Inc.77,036$11.3M
Fulton Breakefield Broenniman LLC66,647$9.77M
Voloridge Investment Management, LLC30,031$4.40M
Two Sigma Investments, LP28,065$4.11M
Agf Management Ltd24,678$3.62M
Amica Mutual Insurance Co23,587$3.46M
San Luis Wealth Advisors LLC11,537$1.69M
Cipher Capital LP10,499$1.54M
Caxton Associates LP10,256$1.50M
Schonfeld Strategic Advisors LLC8,971$1.31M
PDT Partners, LLC8,116$1.19M
Advisor Resource Council6,028$868.3K
Legacy Capital Wealth Partners, LLC3,693$541.3K
Fiera Capital Corp3,310$485.1K
ING Groep NV3,099$454.2K
Petrus Trust Company, LTA3,042$445.9K
Amica Retiree Medical Trust2,885$423.0K
Polaris Wealth Advisory Group, LLC2,707$396.8K
Axq Capital, LP2,500$366.4K
Industrial Alliance Investment Management Inc.2,270$333.0K
Connecticut Wealth Management, LLC2,152$315.4K
Power Corp of Canada2,202$309.6K
AIA Group Ltd2,067$303.0K
Abner Herrman & Brock LLC1,940$284.0K
Hilton Capital Management, LLC1,980$265.6K
Empower Advisory Group, LLC1,711$248.4K
Meredith Wealth Planning1,684$246.8K
StoneX Group Inc.1,488$219.3K
Atom Investors LP1,477$216.5K
Apollon Wealth Management, LLC1,452$212.8K
Boothbay Fund Management, LLC1,406$206.1K
Belpointe Asset Management LLC800$117.3K
Centaurus Financial, Inc.776$114.0K
Ameritas Advisory Services, LLC693$101.6K
Granite FO LLC600$87.2K
Capstone Investment Advisors, LLC588$86.2K
Milestone Investment Advisors LLC568$83.3K
Itau Unibanco Holding S.A.495$72.6K
New Hampshire Trust407$59.7K
Edmond de Rothschild Holding S.A.281$41.2K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main160$23.5K
TCI Wealth Advisors, Inc.151$22.1K
WealthPLAN Partners, LLC120$17.6K
Quarry LP112$16.4K
Fortis Capital Advisors, LLC69$10.1K
University of Texas/Texas Am Investment Managment Co45$7.00K
Steward Financial Group LLC45$6.00K
Schubert & Co35$5.13K
Grey Fox Wealth Advisors, LLC13$1.91K
Johnson Financial Group, Inc.0$116
Avion Wealth6$0
Carl Stuart Investment Advisor, Inc199–

Not filed for Q2 2023 yet (5)

Institutions that held Broadridge Financial Solutions, Inc. at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding BR in Q1 2023 that haven't filed for Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
HighTower Trust Services, LTA22,403$3.07M
ETF Managers Group, LLC7,585$1.11M
Investment Management of Virginia LLC3,405$499.1K
Ahrens Investment Partners LLC100$14.7K
Householder Group Estate & Retirement Specialist, LLC2$0