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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 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 2021

Institutional positions in Broadridge Financial Solutions, Inc. as of Mar 31, 2021. 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
771
No complete 13F data for Q4 2020
Shares held
100.8M
No complete 13F data for Q4 2020
Total value
$15.3B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 771 institutions
Q1 2021: 771 institutionsQ2 2021: 787 institutionsQ3 2021: 791 institutionsQ4 2021: 821 institutionsQ1 2022: 777 institutionsQ2 2022: 764 institutionsQ3 2022: 791 institutionsQ4 2022: 785 institutionsQ1 2023: 793 institutionsQ2 2023: 817 institutionsQ3 2023: 854 institutionsQ4 2023: 921 institutionsQ1 2024: 940 institutionsQ2 2024: 930 institutionsQ3 2024: 1,016 institutionsQ4 2024: 1,054 institutionsQ1 2025: 1,109 institutionsQ2 2025: 1,098 institutionsQ3 2025: 1,105 institutionsQ4 2025: 1,136 institutionsQ1 2026: 1,064 institutionsQ2 2026: 1,023 institutions
Value heldQ1 2021: $15.3B
Q1 2021: $15.3BQ2 2021: $16.3BQ3 2021: $16.8BQ4 2021: $18.6BQ1 2022: $15.8BQ2 2022: $14.6BQ3 2022: $14.9BQ4 2022: $13.9BQ1 2023: $15.4BQ2 2023: $17.5BQ3 2023: $18.8BQ4 2023: $21.8BQ1 2024: $21.5BQ2 2024: $20.9BQ3 2024: $22.4BQ4 2024: $23.6BQ1 2025: $25.5BQ2 2025: $25.5BQ3 2025: $25.1BQ4 2025: $23.8BQ1 2026: $18.0BQ2 2026: $14.9B
Institutions holding BR and their total value by quarter
QuarterHoldersValue
Q2 20261,023$14.9B
Q1 20261,064$18.0B
Q4 20251,136$23.8B
Q3 20251,105$25.1B
Q2 20251,098$25.5B
Q1 20251,109$25.5B
Q4 20241,054$23.6B
Q3 20241,016$22.4B
Q2 2024930$20.9B
Q1 2024940$21.5B
Q4 2023921$21.8B
Q3 2023854$18.8B
Q2 2023817$17.5B
Q1 2023793$15.4B
Q4 2022785$13.9B
Q3 2022791$14.9B
Q2 2022764$14.6B
Q1 2022777$15.8B
Q4 2021821$18.6B
Q3 2021791$16.8B
Q2 2021787$16.3B
Q1 2021771$15.3B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Broadridge Financial Solutions, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding BR in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc13,361,354$2.05B0.06%––
BlackRock Inc.9,467,205$1.45B0.04%––
Janus Henderson Group PLC6,394,324$979.0M0.45%––
State Street Corp4,829,706$742.1M0.04%––
Price T Rowe Associates Inc4,698,878$719.4M0.07%––
Baillie Gifford & Co4,033,284$617.5M0.35%––
APG Asset Management N.V.4,036,753$525.8M0.90%––
Geode Capital Management, LLC2,024,205$309.1M0.05%––
Jensen Investment Management Inc1,962,922$300.5M2.40%––
Wells Fargo & Company1,585,088$242.7M0.06%––
Atlanta Capital Management Co L L C1,484,614$227.3M0.80%––
Invesco Ltd.1,403,733$214.9M0.06%––
Northern Trust Corp1,297,833$198.7M0.04%––
Waddell & Reed Financial Inc1,204,474$184.4M0.38%––
Barclays PLC1,155,857$177.0M0.17%––
Bank of New York Mellon Corp1,124,915$172.2M0.04%––
Norges Bank1,073,837$164.4M0.04%––
Legal & General Group Plc937,591$143.5M0.05%––
California Public Employees Retirement System900,242$137.8M0.10%––
Franklin Resources Inc897,913$137.5M0.06%––
Bahl & Gaynor Inc896,155$137.2M0.87%––
Swiss National Bank876,989$134.3M0.09%––
Confluence Investment Management LLC810,920$124.2M1.74%––
Dimensional Fund Advisors LP789,334$120.8M0.04%––
Fayez Sarofim & Co779,781$119.4M0.44%––
Bank of America Corp721,217$110.4M0.01%––
Mitsubishi UFJ Trust & Banking Corp623,112$95.4M0.21%––
Veritas Investment Partners (UK) Ltd.616,087$94.4M3.80%––
UBS Asset Management Americas Inc602,461$92.2M0.04%––
Alliancebernstein L.P.601,718$92.1M0.04%––
Nuveen Asset Management, LLC560,246$85.8M0.03%––
Alta Capital Management LLC552,623$84.6M2.59%––
Anchor Capital Advisors LLC551,106$84.4M1.78%––
Baird Financial Group, Inc.528,840$81.0M0.23%––
Ninety One UK Ltd526,417$80.6M0.23%––
Kayne Anderson Rudnick Investment Management LLC510,741$78.2M0.21%––
Charles Schwab Investment Management Inc510,650$78.2M0.03%––
Morgan Stanley509,887$78.1M0.01%––
Schwartz Investment Counsel Inc475,750$72.8M3.16%––
First Trust Advisors LP460,651$70.6M0.09%––
Bristol Gate Capital Partners Inc.459,246$70.3M4.20%––
Sumitomo Mitsui Trust Holdings, Inc.451,550$69.1M0.04%––
JPMorgan Chase & Co438,415$67.1M0.01%––
Parametric Portfolio Associates LLC424,955$65.1M0.04%––
Fenimore Asset Management Inc409,395$62.7M1.62%––
Boston Financial Mangement LLC391,597$60.0M2.64%––
Rathbone Brothers plc363,000$55.6M0.71%––
Deutsche Bank AG327,743$50.2M0.03%––
Credit Suisse AG323,935$49.6M0.04%––
King Luther Capital Management Corp319,365$48.9M0.26%––
Douglas Lane & Associates, LLC313,651$48.0M0.74%––
GW&K Investment Management, LLC301,282$46.1M0.42%––
Amundi Asset Management US, Inc.297,239$45.5M0.03%––
CIBC Private Wealth Group, LLC296,911$45.5M0.11%––
Truist Financial Corp296,455$45.4M0.08%––
Goldman Sachs Group Inc292,124$44.7M0.01%––
Mackenzie Financial Corp287,705$44.0M0.07%––
Citadel Advisors LLC283,543$43.4M0.05%––
London Co of Virginia269,381$41.2M0.24%––
Ameriprise Financial Inc263,891$40.4M0.01%––
Commerce Bank260,660$39.9M0.30%––
Envestnet Asset Management Inc246,466$37.7M0.02%––
Loring Wolcott & Coolidge Fiduciary Advisors LLP243,891$37.3M0.41%––
Schroder Investment Management Group240,401$36.8M0.05%––
Nissay Asset Management Corp238,671$36.5M0.36%––
Ensemble Capital Management, LLC235,496$36.1M3.45%––
Raymond James & Associates232,872$35.7M0.04%––
AXA S.A.219,156$33.6M0.10%––
Eaton Vance Management216,747$33.2M0.05%––
California State Teachers Retirement System215,905$33.1M0.04%––
Rhumbline Advisers213,946$32.8M0.04%––
HM Payson & Co212,924$32.6M0.87%––
PGGM Investments205,981$31.5M0.14%––
FIL Ltd204,149$31.3M0.04%––
Royal Bank of Canada204,104$31.2M0.01%––
BNP PARIBAS ASSET MANAGEMENT Holding S.A.199,930$30.6M0.13%––
Boston Private Wealth LLC198,421$30.4M0.42%––
New York State Common Retirement Fund196,015$30.0M0.03%––
Geneva Capital Management LLC195,218$29.9M0.51%––
National Pension Service193,589$29.6M0.06%––
Loomis Sayles & Co L P190,442$29.2M0.04%––
LPL Financial LLC186,990$28.6M0.03%––
NN Investment Partners Holdings N.V.180,944$27.7M0.16%––
Citigroup Inc178,526$27.3M0.03%––
State of Tennessee, Treasury Department177,752$27.2M0.11%––
Boston Trust Walden Corp171,974$26.3M0.25%––
Motley Fool Wealth Management, LLC167,009$25.6M1.15%––
1832 Asset Management L.P.164,542$25.3M0.05%––
UBS Group AG163,801$25.1M0.01%––
State Board of Administration of Florida Retirement System156,779$24.0M0.05%––
Principal Financial Group Inc153,052$23.4M0.02%––
HSBC Holdings PLC149,488$22.9M0.03%––
Copeland Capital Management, LLC145,852$22.3M0.70%––
Congress Asset Management Co143,818$22.0M0.20%––
Diamond Hill Capital Management Inc142,964$21.9M0.09%––
Dearborn Partners LLC142,497$21.8M0.93%––
Parnassus Investments141,281$21.6M0.05%––
New York State Teachers Retirement System138,370$21.2M0.05%––
Southernsun Asset Management, LLC137,659$21.1M2.19%––
Veritas Investment Management (UK) Ltd128,760$19.7M3.68%––