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, Q2 2023
Institutional positions in Broadridge Financial Solutions, Inc. as of Jun 30, 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
- 817
- +29 vs. Q1 2023
- Shares held
- 105.9M
- +404.5K (+0.4%) vs. Q1 2023
- Total value
- $17.5B
- +$2.07B (+13.4%) vs. Q1 2023
- New holders
- 81
- 300 more added
- Sold out
- 52
- 266 more reduced
5 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Broadridge Financial Solutions, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alps Advisors Inc | 2,320 | $384.3K | 0.00% | +20+0.9% | Added |
| Wealth Alliance | 2,322 | $384.6K | 0.06% | +26+1.1% | Added |
| Avestar Capital, LLC | 2,315 | $385.1K | 0.07% | +37+1.6% | Added |
| Argent Trust Co | 2,332 | $386.3K | 0.02% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 2,349 | $389.1K | 0.03% | +2,349 | New |
| Procyon Private Wealth Partners, LLC | 2,358 | $390.6K | 0.05% | +623+35.9% | Added |
| Eqis Capital Management, Inc. | 2,362 | $391.1K | 0.04% | −286−10.8% | Reduced |
| ISAM Funds (UK) Ltd | 2,368 | $392.2K | 0.35% | +2,368 | New |
| Stock Yards Bank & Trust Co | 2,385 | $395.0K | 0.01% | +89+3.9% | Added |
| Voya Financial Advisors, Inc. | 2,456 | $401.1K | 0.05% | −25−1.0% | Reduced |
| Court Place Advisors, LLC | 2,426 | $401.8K | 0.14% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 2,435 | $403.3K | 0.40% | +2,435 | New |
| Clark Capital Management Group, Inc. | 2,498 | $413.7K | 0.00% | +12+0.5% | Added |
| Mather Group, LLC. | 2,505 | $414.8K | 0.01% | +1,014+68.0% | Added |
| Wetherby Asset Management Inc | 2,531 | $419.2K | 0.02% | +47+1.9% | Added |
| Pitcairn Co | 2,543 | $421.2K | 0.04% | −40−1.5% | Reduced |
| Alberta Investment Management Corp | 2,600 | $430.6K | 0.00% | −3,388−56.6% | Reduced |
| Prelude Capital Management, LLC | 2,624 | $434.6K | 0.04% | +2,624 | New |
| Huntington National Bank | 2,656 | $439.9K | 0.00% | −1,179−30.7% | Reduced |
| ABLE Financial Group, LLC | 2,660 | $440.6K | 0.23% | +586+28.3% | Added |
| WealthTrust Axiom LLC | 2,681 | $444.1K | 0.15% | 00.0% | Unchanged |
| Ieq Capital, LLC | 2,691 | $445.7K | 0.01% | −79−2.9% | Reduced |
| Chicago Trust Co NA | 2,728 | $451.8K | 0.11% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 2,732 | $452.5K | 0.03% | +434+18.9% | Added |
| ExodusPoint Capital Management, LP | 2,735 | $453.0K | 0.01% | −12,028−81.5% | Reduced |
| Veriti Management LLC | 2,765 | $458.0K | 0.05% | −130−4.5% | Reduced |
| Simmons Bank | 2,776 | $459.8K | 0.04% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 2,786 | $463.5K | 0.00% | +2,786 | New |
| Ami Asset Management Corp | 2,816 | $466.4K | 0.03% | −21−0.7% | Reduced |
| Fulton Bank, N.A. | 2,820 | $467.1K | 0.02% | −56−1.9% | Reduced |
| Cetera Advisors LLC | 2,832 | $469.0K | 0.01% | +107+3.9% | Added |
| Lido Advisors, LLC | 2,835 | $469.6K | 0.01% | +296+11.7% | Added |
| Inceptionr LLC | 2,840 | $470.4K | 0.25% | +2,840 | New |
| Truadvice, LLC | 2,644 | $474.2K | 0.17% | +934+54.6% | Added |
| Albion Financial Group | 2,880 | $477.0K | 0.04% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 2,911 | $482.1K | 0.04% | +17+0.6% | Added |
| Bradley Foster & Sargent Inc | 2,945 | $487.8K | 0.01% | +60+2.1% | Added |
| Banque Pictet & Cie SA | 3,042 | $503.8K | 0.00% | +297+10.8% | Added |
| Kidder Stephen W | 3,050 | $505.2K | 0.17% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 3,052 | $505.5K | 0.00% | −7,814−71.9% | Reduced |
| Lincoln National Corp | 3,057 | $506.2K | 0.01% | +56+1.9% | Added |
| FDx Advisors, Inc. | 3,079 | $510.0K | 0.03% | +634+25.9% | Added |
| Platform Technology Partners | 3,166 | $526.7K | 0.25% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 3,206 | $531.0K | 0.15% | 00.0% | Unchanged |
| Websterrogers Financial Advisors, LLC | 3,210 | $531.7K | 0.23% | 00.0% | Unchanged |
| Gateway Advisory, LLC | 3,223 | $533.8K | 0.11% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 3,230 | $535.0K | 0.63% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 3,250 | $538.3K | 0.20% | −51−1.5% | Reduced |
| Echo Street Capital Management LLC | 3,255 | $539.1K | 0.00% | −2,778−46.0% | Reduced |
| Key Client Fiduciary Advisors, LLC | 3,257 | $539.5K | 0.32% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 3,282 | $543.6K | 0.29% | +1,459+80.0% | Added |
| Old National Bancorp | 3,294 | $545.6K | 0.02% | +569+20.9% | Added |
| Unigestion Holding SA | 3,378 | $551.6K | 0.03% | −847−20.0% | Reduced |
| Mission Wealth Management, LP | 3,383 | $560.3K | 0.02% | +2+0.1% | Added |
| Fiduciary Trust Co | 3,486 | $577.4K | 0.01% | −563−13.9% | Reduced |
| TD Private Client Wealth LLC | 3,539 | $586.2K | 0.03% | −85−2.3% | Reduced |
| Empirical Finance, LLC | 3,548 | $587.7K | 0.05% | +423+13.5% | Added |
| Nilsine Partners, LLC | 3,553 | $588.5K | 0.09% | +19+0.5% | Added |
| Accredited Investors Inc. | 3,571 | $591.5K | 0.04% | 00.0% | Unchanged |
| Eukles Asset Management | 3,624 | $600.2K | 0.31% | +32+0.9% | Added |
| Quadrant Capital Group LLC | 3,633 | $601.8K | 0.06% | −9−0.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 3,721 | $616.3K | 0.02% | +22+0.6% | Added |
| Davy Global Fund Management Ltd | 3,732 | $618.1K | 0.12% | +55+1.5% | Added |
| Cedar Mountain Advisors, LLC | 3,737 | $619.0K | 0.18% | +3+0.1% | Added |
| Teamwork Financial Advisors, LLC | 3,937 | $652.0K | 0.11% | −79−2.0% | Reduced |
| Glenmede Trust Co NA | 4,457 | $653.3K | 0.00% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 3,999 | $662.4K | 0.06% | −228−5.4% | Reduced |
| Bank Ozk | 4,000 | $662.5K | 0.32% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 4,013 | $664.7K | 0.30% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 4,000 | $665.4K | 0.14% | −2,750−40.7% | Reduced |
| TrinityPoint Wealth, LLC | 4,085 | $676.5K | 0.13% | +26+0.6% | Added |
| Veritable, L.P. | 4,092 | $677.8K | 0.01% | +3+0.1% | Added |
| EP Wealth Advisors, LLC | 1,515 | $680.9K | 0.01% | −10,844−87.7% | Reduced |
| NewEdge Wealth, LLC | 4,162 | $689.3K | 0.02% | −372−8.2% | Reduced |
| Private Advisor Group, LLC | 4,144 | $692.5K | 0.01% | −1,152−21.8% | Reduced |
| Summit Financial, LLC | 4,193 | $697.5K | 0.05% | +4,193 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 4,235 | $701.0K | 0.05% | +47+1.1% | Added |
| National Asset Management, Inc. | 4,271 | $710.5K | 0.02% | +95+2.3% | Added |
| Symmetry Partners, LLC | 4,306 | $713.0K | 0.04% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 4,309 | $713.7K | 0.01% | +138+3.3% | Added |
| Vident Investment Advisory, LLC | 4,312 | $714.2K | 0.02% | +2,178+102.1% | Added |
| Ropes Wealth Advisors LLC | 4,327 | $716.7K | 0.12% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 4,272 | $718.6K | 0.08% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 4,391 | $727.3K | 0.66% | −150−3.3% | Reduced |
| Pathstone Family Office, LLC | 4,341 | $730.7K | 0.01% | +1,315+43.5% | Added |
| O'Shaughnessy Asset Management, LLC | 4,415 | $731.3K | 0.01% | +324+7.9% | Added |
| 1832 Asset Management L.P. | 4,421 | $732.3K | 0.00% | +200+4.7% | Added |
| Dividend Assets Capital, LLC | 4,443 | $736.0K | 0.15% | −3,068−40.8% | Reduced |
| Wall Street Access Asset Management, LLC | 4,500 | $745.3K | 0.43% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 4,521 | $748.8K | 0.00% | −6,879−60.3% | Reduced |
| Teza Capital Management LLC | 4,561 | $755.4K | 0.12% | +4,561 | New |
| Horizon Kinetics Asset Management LLC | 4,564 | $755.9K | 0.02% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 4,645 | $769.4K | 0.01% | −737−13.7% | Reduced |
| JustInvest LLC | 4,720 | $781.8K | 0.02% | +691+17.2% | Added |
| Umb Bank N A | 4,775 | $790.9K | 0.01% | −45−0.9% | Reduced |
| CWM, LLC | 4,901 | $812.0K | 0.01% | +1,421+40.8% | Added |
| Johnson Investment Counsel Inc | 5,008 | $829.5K | 0.01% | +50+1.0% | Added |
| E. Ohman J:or Asset Management AB | 5,100 | $844.7K | 0.03% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 5,141 | $851.5K | 0.04% | −122−2.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 5,170 | $856.3K | 0.09% | +5,170 | New |