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 |
|---|---|---|---|---|---|
| TCTC Holdings, LLC | 5,925 | $981.4K | 0.04% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 5,884 | $978.7K | 0.11% | +449+8.3% | Added |
| Metis Global Partners, LLC | 5,891 | $975.7K | 0.05% | +2,237+61.2% | Added |
| Crawford Investment Counsel Inc | 5,845 | $968.1K | 0.02% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 5,831 | $966.0K | 0.05% | +1,300+28.7% | Added |
| Sepio Capital, LP | 5,827 | $965.1K | 0.08% | −131−2.2% | Reduced |
| Forza Wealth Management, LLC | 5,779 | $957.2K | 0.48% | +100+1.8% | Added |
| New Mexico Educational Retirement Board | 5,750 | $952.0K | 0.04% | +300+5.5% | Added |
| Hilltop Holdings Inc. | 5,747 | $951.9K | 0.12% | −243−4.1% | Reduced |
| Prana Capital Management, LP | 5,727 | $948.6K | 0.06% | +5,727 | New |
| Tiaa, FSB | 5,712 | $946.1K | 0.00% | −278−4.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 5,661 | $938.0K | 0.02% | +2,780+96.5% | Added |
| FJ Capital Management LLC | 5,338 | $884.1K | 0.11% | +5,338 | New |
| Prospera Financial Services Inc | 5,309 | $879.3K | 0.03% | −221−4.0% | Reduced |
| CWS Financial Advisors, LLC | 5,290 | $876.2K | 0.33% | −88−1.6% | Reduced |
| Jane Street Group, LLC | 5,271 | $873.0K | 0.00% | +1,412+36.6% | Added |
| Thrivent Financial for Lutherans | 5,239 | $868.0K | 0.00% | −895−14.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 5,170 | $856.3K | 0.09% | +5,170 | New |
| Metropolitan Life Insurance Co | 5,141 | $851.5K | 0.04% | −122−2.3% | Reduced |
| E. Ohman J:or Asset Management AB | 5,100 | $844.7K | 0.03% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 5,008 | $829.5K | 0.01% | +50+1.0% | Added |
| CWM, LLC | 4,901 | $812.0K | 0.01% | +1,421+40.8% | Added |
| Umb Bank N A | 4,775 | $790.9K | 0.01% | −45−0.9% | Reduced |
| JustInvest LLC | 4,720 | $781.8K | 0.02% | +691+17.2% | Added |
| Beacon Pointe Advisors, LLC | 4,645 | $769.4K | 0.01% | −737−13.7% | Reduced |
| Horizon Kinetics Asset Management LLC | 4,564 | $755.9K | 0.02% | 00.0% | Unchanged |
| Teza Capital Management LLC | 4,561 | $755.4K | 0.12% | +4,561 | New |
| Squarepoint Ops LLC | 4,521 | $748.8K | 0.00% | −6,879−60.3% | Reduced |
| Wall Street Access Asset Management, LLC | 4,500 | $745.3K | 0.43% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 4,443 | $736.0K | 0.15% | −3,068−40.8% | Reduced |
| 1832 Asset Management L.P. | 4,421 | $732.3K | 0.00% | +200+4.7% | Added |
| O'Shaughnessy Asset Management, LLC | 4,415 | $731.3K | 0.01% | +324+7.9% | Added |
| Pathstone Family Office, LLC | 4,341 | $730.7K | 0.01% | +1,315+43.5% | Added |
| Guardian Wealth Management, Inc. | 4,391 | $727.3K | 0.66% | −150−3.3% | Reduced |
| DT Investment Partners, LLC | 4,272 | $718.6K | 0.08% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 4,327 | $716.7K | 0.12% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 4,312 | $714.2K | 0.02% | +2,178+102.1% | Added |
| Avantax Advisory Services, Inc. | 4,309 | $713.7K | 0.01% | +138+3.3% | Added |
| Symmetry Partners, LLC | 4,306 | $713.0K | 0.04% | 00.0% | Unchanged |
| National Asset Management, Inc. | 4,271 | $710.5K | 0.02% | +95+2.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 4,235 | $701.0K | 0.05% | +47+1.1% | Added |
| Summit Financial, LLC | 4,193 | $697.5K | 0.05% | +4,193 | New |
| Private Advisor Group, LLC | 4,144 | $692.5K | 0.01% | −1,152−21.8% | Reduced |
| NewEdge Wealth, LLC | 4,162 | $689.3K | 0.02% | −372−8.2% | Reduced |
| EP Wealth Advisors, LLC | 1,515 | $680.9K | 0.01% | −10,844−87.7% | Reduced |
| Veritable, L.P. | 4,092 | $677.8K | 0.01% | +3+0.1% | Added |
| TrinityPoint Wealth, LLC | 4,085 | $676.5K | 0.13% | +26+0.6% | Added |
| Biltmore Family Office, LLC | 4,000 | $665.4K | 0.14% | −2,750−40.7% | Reduced |
| East Coast Asset Management, LLC. | 4,013 | $664.7K | 0.30% | 00.0% | Unchanged |
| Bank Ozk | 4,000 | $662.5K | 0.32% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 3,999 | $662.4K | 0.06% | −228−5.4% | Reduced |
| Glenmede Trust Co NA | 4,457 | $653.3K | 0.00% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 3,937 | $652.0K | 0.11% | −79−2.0% | Reduced |
| Cedar Mountain Advisors, LLC | 3,737 | $619.0K | 0.18% | +3+0.1% | Added |
| Davy Global Fund Management Ltd | 3,732 | $618.1K | 0.12% | +55+1.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 3,721 | $616.3K | 0.02% | +22+0.6% | Added |
| Quadrant Capital Group LLC | 3,633 | $601.8K | 0.06% | −9−0.2% | Reduced |
| Eukles Asset Management | 3,624 | $600.2K | 0.31% | +32+0.9% | Added |
| Accredited Investors Inc. | 3,571 | $591.5K | 0.04% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 3,553 | $588.5K | 0.09% | +19+0.5% | Added |
| Empirical Finance, LLC | 3,548 | $587.7K | 0.05% | +423+13.5% | Added |
| TD Private Client Wealth LLC | 3,539 | $586.2K | 0.03% | −85−2.3% | Reduced |
| Fiduciary Trust Co | 3,486 | $577.4K | 0.01% | −563−13.9% | Reduced |
| Mission Wealth Management, LP | 3,383 | $560.3K | 0.02% | +2+0.1% | Added |
| Unigestion Holding SA | 3,378 | $551.6K | 0.03% | −847−20.0% | Reduced |
| Old National Bancorp | 3,294 | $545.6K | 0.02% | +569+20.9% | Added |
| Samalin Investment Counsel, LLC | 3,282 | $543.6K | 0.29% | +1,459+80.0% | Added |
| Key Client Fiduciary Advisors, LLC | 3,257 | $539.5K | 0.32% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 3,255 | $539.1K | 0.00% | −2,778−46.0% | Reduced |
| D.B. Root & Company, LLC | 3,250 | $538.3K | 0.20% | −51−1.5% | Reduced |
| Delta Financial Group, Inc. | 3,230 | $535.0K | 0.63% | 00.0% | Unchanged |
| Gateway Advisory, LLC | 3,223 | $533.8K | 0.11% | 00.0% | Unchanged |
| Websterrogers Financial Advisors, LLC | 3,210 | $531.7K | 0.23% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 3,206 | $531.0K | 0.15% | 00.0% | Unchanged |
| Platform Technology Partners | 3,166 | $526.7K | 0.25% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 3,079 | $510.0K | 0.03% | +634+25.9% | Added |
| Lincoln National Corp | 3,057 | $506.2K | 0.01% | +56+1.9% | Added |
| Guggenheim Capital LLC | 3,052 | $505.5K | 0.00% | −7,814−71.9% | Reduced |
| Kidder Stephen W | 3,050 | $505.2K | 0.17% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 3,042 | $503.8K | 0.00% | +297+10.8% | Added |
| Bradley Foster & Sargent Inc | 2,945 | $487.8K | 0.01% | +60+2.1% | Added |
| Beaumont Financial Advisors, LLC | 2,911 | $482.1K | 0.04% | +17+0.6% | Added |
| Albion Financial Group | 2,880 | $477.0K | 0.04% | 00.0% | Unchanged |
| Truadvice, LLC | 2,644 | $474.2K | 0.17% | +934+54.6% | Added |
| Inceptionr LLC | 2,840 | $470.4K | 0.25% | +2,840 | New |
| Lido Advisors, LLC | 2,835 | $469.6K | 0.01% | +296+11.7% | Added |
| Cetera Advisors LLC | 2,832 | $469.0K | 0.01% | +107+3.9% | Added |
| Fulton Bank, N.A. | 2,820 | $467.1K | 0.02% | −56−1.9% | Reduced |
| Ami Asset Management Corp | 2,816 | $466.4K | 0.03% | −21−0.7% | Reduced |
| Cresset Asset Management, LLC | 2,786 | $463.5K | 0.00% | +2,786 | New |
| Simmons Bank | 2,776 | $459.8K | 0.04% | 00.0% | Unchanged |
| Veriti Management LLC | 2,765 | $458.0K | 0.05% | −130−4.5% | Reduced |
| ExodusPoint Capital Management, LP | 2,735 | $453.0K | 0.01% | −12,028−81.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 2,732 | $452.5K | 0.03% | +434+18.9% | Added |
| Chicago Trust Co NA | 2,728 | $451.8K | 0.11% | 00.0% | Unchanged |
| Ieq Capital, LLC | 2,691 | $445.7K | 0.01% | −79−2.9% | Reduced |
| WealthTrust Axiom LLC | 2,681 | $444.1K | 0.15% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 2,660 | $440.6K | 0.23% | +586+28.3% | Added |
| Huntington National Bank | 2,656 | $439.9K | 0.00% | −1,179−30.7% | Reduced |
| Prelude Capital Management, LLC | 2,624 | $434.6K | 0.04% | +2,624 | New |