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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
Country Trust Bank300$46.0K0.00%––
Marquette Asset Management, LLC300$46.0K0.01%––
Gemmer Asset Management LLC306$47.0K0.01%––
Heritage Wealth Management, LLC316$48.0K0.03%––
CSat Investment Advisory, L.P.342$52.0K0.04%––
Glassman Wealth Services338$52.0K0.01%––
Pinnacle Bancorp, Inc.354$54.0K0.03%––
Parallax Volatility Advisers, L.P.380$58.0K0.00%––
Tobam385$59.0K0.00%––
Smithfield Trust Co406$62.0K0.00%––
Jacobi Capital Management LLC406$62.0K0.01%––
Dougherty Wealth Advisers LLC403$62.0K0.09%––
Bartlett & Co. LLC430$66.0K0.00%––
Bartlett & Co. Wealth Management LLC430$66.1K0.00%––
Reilly Financial Advisors, LLC437$67.0K0.01%––
Baron Financial Group, LLC443$67.8K0.05%––
NuWave Investment Management, LLC459$70.0K0.09%––
Geneos Wealth Management Inc.442$70.0K0.00%––
Column Capital Advisors, LLC461$71.0K0.02%––
IFP Advisors, Inc471$72.0K0.00%––
Lowe Wealth Advisors, LLC491$75.0K0.04%––
West Oak Capital, LLC500$77.0K0.03%––
Highlander Capital Management, LLC500$77.0K0.04%––
Newfound Research LLC508$78.0K0.18%––
Altshuler Shaham Ltd517$79.0K0.00%––
MUFG Americas Holdings Corp540$83.0K0.00%––
First Horizon Advisors, Inc.559$85.0K0.00%––
Laurel Wealth Advisors LLC558$85.0K0.02%––
Acadian Asset Management LLC599$92.0K0.00%––
Whittier Trust Co of Nevada Inc621$95.0K0.00%––
S.A. Mason LLC675$103.0K0.08%––
Hanson & Doremus Investment Management700$107.0K0.02%––
Hexagon Capital Partners LLC703$107.0K0.03%––
Toth Financial Advisory Corp770$118.0K0.02%––
Sargent Bickham Lagudis LLC773$118.0K0.01%––
Trust Co of Vermont789$121.0K0.01%––
Maverick Capital LtdSuperinvestorMaverick Capital830$127.0K0.00%––
Brown Brothers Harriman & Co839$128.0K0.00%––
Rockefeller Capital Management L.P.844$129.0K0.00%––
Eudaimonia Partners, LLC848$130.0K0.03%––
Migdal Insurance & Financial Holdings Ltd.875$134.0K0.00%––
Sullivan, Bruyette, Speros & Blaney, LLC902$138.0K0.01%––
Proequities, Inc.973$150.0K0.01%––
GPS Wealth Strategies Group, LLC1,004$153.0K0.05%––
Allred Capital Management, LLC1,014$155.2K0.07%––
Concord Wealth Partners1,035$158.0K0.05%––
CX Institutional1,036$159.0K0.01%––
Bank Julius Baer & Co. Ltd, Zurich1,101$169.0K0.00%––
Key Financial Inc1,156$177.0K0.12%––
Livforsakringsbolaget Skandia, Omsesidigt1,200$184.0K0.01%––
Sentry Investment Management LLC1,213$186.0K0.05%––
Hall Laurie J Trustee1,250$191.0K0.07%––
Signaturefd, LLC1,262$193.0K0.01%––
Agf Investments Inc.1,302$199.0K0.00%––
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors1,308$200.0K0.08%––
Financial Advocates Investment Management1,314$201.0K0.02%––
Echo Street Capital Management LLC1,319$202.0K0.00%––
Bryn Mawr Trust Co1,325$203.0K0.01%––
Financial Counselors Inc1,328$203.0K0.00%––
Meeder Asset Management Inc1,336$205.0K0.01%––
Davenport & Co LLC1,352$207.0K0.00%––
Davis R M Inc1,355$207.0K0.01%––
Atlas Brown,Inc.1,350$207.0K0.10%––
Harvey Investment Co LLC1,368$209.0K0.03%––
Capital Investment Counsel, Inc1,376$211.0K0.06%––
Prio Wealth Limited Partnership1,388$213.0K0.01%––
Pinnacle Associates Ltd1,413$216.0K0.00%––
River Wealth Advisors LLC1,409$216.0K0.04%––
Moody Aldrich Partners LLC1,433$219.0K0.03%––
San Francisco Sentry Investment Group (Ca)1,440$220.0K0.09%––
Ascent Wealth Partners, LLC1,442$221.0K0.05%––
Optas, LLC1,443$221.0K0.07%––
Foresight Wealth Management, LLC1,452$222.0K0.11%––
Glenmede Trust Co NA1,466$224.0K0.00%––
Sound View Wealth Advisors Group, LLC1,461$224.0K0.05%––
6 Meridian1,469$225.0K0.02%––
Simplex Trading, LLC1,478$226.0K0.01%––
First Bank & Trust1,473$226.0K0.11%––
Procyon Private Wealth Partners, LLC1,478$226.0K0.10%––
Keybank National Association1,497$229.0K0.00%––
Buckingham Capital Management, Inc.1,500$230.0K0.04%––
Pasadena Private Wealth, LLC1,500$230.0K0.08%––
Gofen & Glossberg LLC1,510$231.0K0.01%––
Strategy Asset Managers LLC1,512$231.0K0.05%––
Raymond James Trust N.A.1,533$235.0K0.01%––
First Manhattan Co1,572$240.0K0.00%––
Avantax Advisory Services, Inc.1,569$240.0K0.01%––
Toroso Investments, LLC1,567$240.0K0.01%––
Moors & Cabot, Inc.1,564$240.0K0.02%––
E Fund Management Co., Ltd.1,570$240.0K0.02%––
Profund Advisors LLC1,580$242.0K0.01%––
Bank of Hawaii1,587$243.0K0.01%––
RiverFront Investment Group, LLC1,604$246.0K0.01%––
Arcadia Investment Management Corp1,617$248.0K0.05%––
Innovative Portfolios LLC1,617$248.0K2.01%––
Patron Partners Advisors, LLC1,642$251.0K0.21%––
Anchor Investment Management, LLC1,650$252.6K0.04%––
Campion Asset Management LLC1,650$253.0K0.19%––
Bokf, NA1,659$254.0K0.00%––
Corient Capital Partners, LLC1,663$255.0K0.02%––