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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
Exane Derivatives3$4590.00%––
Sofos Investments, Inc.90$7700.02%––
JJJ Advisors Inc.7$1.00K0.00%––
Summit Wealth Group, LLC4$1.00K0.00%––
TFC Financial Management4$1.00K0.00%––
SOA Wealth Advisors, LLC.9$1.00K0.00%––
Raffa Wealth Management, LLC11$1.68K0.00%––
Harbor Investment Advisory, LLC11$2.00K0.00%––
Tarbox Family Office, Inc.13$2.00K0.00%––
BDO Wealth Advisors, LLC12$2.00K0.00%––
Evoke Wealth, LLC10$2.00K0.00%––
CVA Family Office, LLC10$2.00K0.00%––
Essex Investment Management Co LLC18$3.00K0.00%––
Trustcore Financial Services, LLC21$3.00K0.00%––
Atlas Private Wealth Advisors20$3.00K0.00%––
AdvisorNet Financial, Inc28$4.00K0.00%––
Carroll Financial Associates, Inc.31$4.00K0.00%––
Financial Management Professionals, Inc.26$4.00K0.00%––
JNBA Financial Advisors24$4.00K0.00%––
Aua Capital Management, LLC24$4.00K0.00%––
Johnson Midwest Financial, LLC25$4.00K0.00%––
Versant Capital Management, Inc27$4.00K0.00%––
Resolute Partners Group24$4.00K0.00%––
Lumature Wealth Partners, LLC27$4.00K0.00%––
Thompson Siegel & Walmsley LLC35$5.00K0.00%––
M&R Capital Management Inc37$5.00K0.00%––
Lenox Wealth Advisors, LLC35$5.00K0.00%––
Ellevest, Inc.32$5.00K0.00%––
Retirement Group, LLC30$5.00K0.00%––
Better Money Decisions, LLC34$5.00K0.01%––
Enterprise Financial Services Corp41$6.00K0.00%––
Sutton Wealth Advisors Inc.41$6.28K0.00%––
Delta Asset Management LLC48$7.00K0.00%––
Earnest Partners LLC46$7.00K0.00%––
Canton Hathaway, LLC48$7.00K0.00%––
Center for Financial Planning, Inc.48$7.00K0.00%––
Security National Trust Co55$8.00K0.00%––
McIlrath & Eck, LLC50$8.00K0.00%––
Wagner Wealth Management, LLC49$8.00K0.01%––
WealthShield Partners, LLC52$8.00K0.00%––
Farmers & Merchants Investments Inc58$9.00K0.00%––
Global Retirement Partners, LLC65$10.0K0.00%––
Evolution Wealth Advisors, LLC63$10.0K0.00%––
Sun Life Financial INC69$11.0K0.00%––
NEXT Financial Group, Inc73$11.0K0.00%––
PrairieView Partners, LLC75$11.0K0.00%––
Baystate Wealth Management LLC79$12.0K0.00%––
Capital Analysts, LLC88$13.0K0.00%––
Crewe Advisors LLC87$13.0K0.00%––
Savior LLC89$14.0K0.01%––
Tradition Wealth Management, LLC90$14.0K0.00%––
Motco100$15.0K0.00%––
Kings Point Capital Management100$15.0K0.00%––
Endurance Wealth Management, Inc.100$15.0K0.00%––
Allworth Financial LP96$15.0K0.00%––
Independence Bank of Kentucky95$15.0K0.01%––
Arkadios Wealth Advisors99$15.0K0.00%––
Carmichael Hill & Associates, Inc.104$16.0K0.01%––
Mascoma Wealth Management LLC111$17.0K0.01%––
Kistler-Tiffany Companies, LLC118$18.0K0.00%––
Piscataqua Savings Bank125$19.0K0.02%––
Patriot Financial Group Insurance Agency, LLC129$20.0K0.00%––
Bedel Financial Consulting, Inc.136$21.0K0.01%––
Graves-Light Private Wealth Management, Inc.142$22.0K0.00%––
International Assets Investment Management, LLC146$22.0K0.00%––
Sterling Financial Planning, Inc.145$22.0K0.02%––
Ogorek Anthony Joseph152$23.0K0.01%––
Alpha Paradigm Partners, LLC152$23.0K0.01%––
GoalVest Advisory LLC148$23.0K0.02%––
Private Ocean, LLC164$25.0K0.00%––
RMR Wealth Builders166$25.0K0.01%––
Ameritas Investment Company, LLC169$25.9K0.00%––
TCI Wealth Advisors, Inc.167$26.0K0.01%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC175$26.0K0.00%––
Private Capital Group, LLC166$26.0K0.01%––
MV Capital Management, Inc.174$27.0K0.00%––
Investors Research Corp176$27.0K0.01%––
Healthcare of Ontario Pension Plan Trust Fund186$28.0K0.00%––
Gables Capital Management Inc.186$28.0K0.02%––
First PREMIER Bank195$30.0K0.01%––
Harbour Investments, Inc.202$31.0K0.00%––
Tradewinds Capital Management, LLC200$31.0K0.01%––
Lindbrook Capital, LLC204$31.0K0.01%––
Webster Bank, N. A.215$33.0K0.00%––
Sandy Spring Bank213$33.0K0.00%––
Salem Investment Counselors Inc225$34.0K0.00%––
Parkside Financial Bank & Trust222$34.0K0.01%––
Howe & Rusling Inc230$35.0K0.00%––
IMA Wealth, Inc.237$36.0K0.01%––
Creative Financial Designs Inc244$37.0K0.01%––
Assetmark, Inc244$37.0K0.00%––
HighMark Wealth Management LLC241$37.0K0.03%––
FormulaFolio Investments, LLC240$39.0K0.01%––
Berman Capital Advisors, LLC262$40.0K0.01%––
Fuller & Thaler Asset Management, Inc.280$43.0K0.00%––
Penserra Capital Management LLC283$43.0K0.00%––
Cordasco Financial Network296$45.0K0.03%––
Roble, Belko & Company, Inc295$45.0K0.01%––
Parallel Advisors, LLC295$45.0K0.00%––
Hoover Financial Advisors, Inc.273$45.0K0.01%––