Skip to main content

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
Segall Bryant & Hamill, LLC1,679$256.0K0.00%––
Virtu Financial LLC1,679$257.0K0.02%––
Ameritas Investment Partners, Inc.1,682$258.0K0.01%––
CWM, LLC1,626$263.0K0.00%––
Carolinas Wealth Consulting LLC1,715$264.0K0.06%––
Vivaldi Capital Management, LLC1,642$268.0K0.05%––
Lido Advisors, LLC1,761$271.0K0.01%––
Blueshift Asset Management, LLC1,782$273.0K0.03%––
Connecticut Wealth Management, LLC1,787$274.0K0.03%––
Aull & Monroe Investment Management Corp1,791$275.0K0.13%––
Marco Investment Management LLC1,800$276.0K0.04%––
Hudson Capital Management LLC1,800$276.0K0.12%––
Ami Asset Management Corp1,811$277.0K0.01%––
IndexIQ Advisors LLC1,841$282.0K0.01%––
Mid Atlantic Financial Management Inc1,873$287.0K0.02%––
New England Research & Management, Inc.1,875$287.0K0.16%––
Radnor Capital Management, LLC1,873$287.0K0.09%––
Spreng Capital Management, Inc.1,875$287.0K0.20%––
Sawtooth Solutions, LLC1,892$290.0K0.06%––
Wealthspire Advisors, LLC1,892$290.0K0.01%––
Snowden Capital Advisors LLC1,906$291.8K0.02%––
Wealth Alliance1,912$293.0K0.08%––
QS Investors, LLC1,927$296.0K0.00%––
Mirabella Financial Services LLP1,975$302.0K0.09%––
MAI Capital Management1,976$303.0K0.01%––
Braun-Bostich & Associates Inc.1,979$303.0K0.58%––
Chicago Trust Co NA2,015$308.0K0.11%––
Banque Cantonale Vaudoise2,031$311.0K0.02%––
LifePro Asset Management2,040$312.0K0.10%––
Sigma Planning Corp2,066$316.0K0.01%––
Evercore Wealth Management, LLC2,072$317.0K0.01%––
BBVA USA Bancshares, Inc.2,112$323.0K0.02%––
Texas Capital Bank Wealth Management Services Inc2,120$325.0K0.05%––
Ifrah Financial Services, Inc.2,158$330.0K0.10%––
Jane Street Group, LLC2,166$332.0K0.00%––
Prestige Wealth Management Group LLC2,170$332.0K0.09%––
JustInvest LLC2,180$334.0K0.05%––
Aberdeen Wealth Management LLC2,194$336.0K0.27%––
Psagot Investment House Ltd.2,239$343.0K0.01%––
Segment Wealth Management, LLC2,244$344.0K0.05%––
Mission Wealth Management, LP2,276$348.0K0.02%––
Vontobel Holding Ltd.2,280$349.0K0.00%––
Alps Advisors Inc2,297$352.0K0.00%––
Bel Air Investment Advisors LLC2,304$353.0K0.01%––
FORA Capital, LLC2,304$353.0K0.12%––
DF Dent & Co Inc2,315$354.0K0.00%––
Busey Wealth Management2,315$354.0K0.02%––
Hilton Capital Management, LLC2,332$357.0K0.04%––
Davy Global Fund Management Ltd2,340$358.0K0.06%––
Naples Global Advisors, LLC2,405$368.0K0.06%––
Wetherby Asset Management Inc2,423$371.0K0.03%––
Court Place Advisors, LLC2,426$371.0K0.12%––
Bessemer Group Inc2,483$379.0K0.00%––
Engineers Gate Manager LP2,500$383.0K0.02%––
Capital Bank & Trust Co2,500$383.0K0.00%––
Vestmark Advisory Solutions, Inc.2,548$390.0K0.03%––
Everence Capital Management Inc2,596$397.0K0.04%––
Heritage Wealth Advisors2,604$398.7K0.02%––
Plante Moran Financial Advisors, LLC2,620$401.0K0.11%––
FineMark National Bank & Trust2,641$404.0K0.02%––
Resources Management Corp2,655$406.0K0.06%––
Pitcairn Co2,660$407.0K0.03%––
WealthTrust Axiom LLC2,681$410.0K0.14%––
Mitchell McLeod Pugh & Williams Inc2,687$411.0K0.17%––
Lazard Asset Management LLC2,763$422.0K0.00%––
Polaris Wealth Advisory Group, LLC2,707$422.0K0.03%––
Quadrant Capital Group LLC2,880$441.0K0.07%––
Wealthfront Advisers LLC2,881$441.0K0.00%––
Beaumont Financial Partners, LLC2,891$443.0K0.04%––
Voya Financial Advisors, Inc.2,901$444.0K0.02%––
Eukles Asset Management2,912$446.0K0.29%––
J.W. Cole Advisors, Inc.2,961$453.0K0.04%––
Advisors Preferred, LLC2,925$453.0K0.06%––
Tokio Marine Asset Management Co Ltd2,980$456.0K0.05%––
Regentatlantic Capital LLC2,984$457.0K0.02%––
World Asset Management Inc2,881$457.0K0.04%––
Wellington Shields Capital Management, LLC2,983$457.0K0.04%––
Krane Funds Advisors LLC3,007$460.0K0.02%––
Argent Trust Co3,020$463.0K0.03%––
Central Trust Co3,098$474.0K0.02%––
Fiduciary Trust Co3,112$477.0K0.01%––
Kentucky Retirement Systems Insurance Trust Fund3,157$483.0K0.05%––
Cubist Systematic Strategies, LLC3,172$486.0K0.01%––
Veritable, L.P.3,190$488.0K0.01%––
Redpoint Investment Management Pty Ltd3,190$488.0K0.04%––
Exchange Traded Concepts, LLC3,196$489.0K0.02%––
Financial Architects, Inc3,217$493.0K0.08%––
D.B. Root & Company, LLC3,226$493.0K0.19%––
Signet Financial Management, LLC3,249$497.0K0.09%––
Legacy Capital Wealth Partners, LLC3,243$498.0K0.21%––
TrinityPoint Wealth, LLC3,289$504.0K0.12%––
Cambridge Trust Co3,327$509.0K0.02%––
Menard Financial Group LLC3,353$513.0K0.55%––
Illinois Municipal Retirement Fund3,356$514.0K0.02%––
Bridgewater Advisors Inc.3,251$517.0K0.26%––
FourThought Financial, LLC3,381$517.0K0.07%––
Quantitative Investment Management, LLC3,389$518.0K0.04%––
Canada Pension Plan Investment Board3,387$519.0K0.00%––
ETF Managers Group, LLC3,395$519.0K0.01%––
People's United Financial, Inc.3,437$526.0K0.01%––