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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
Quilter Plc3,476$532.0K0.02%––
First Horizon Corp3,489$534.0K0.05%––
Versor Investments LP3,500$536.0K0.03%––
Lombard Odier Asset Management (Europe) Ltd3,535$541.0K0.03%––
Gateway Advisory, LLC3,583$549.0K0.14%––
Advisors Capital Management, LLC3,617$553.0K0.02%––
Huntington National Bank3,690$565.0K0.01%––
TD Private Client Wealth LLC3,697$566.0K0.03%––
O'Shares Investment Advisers, LLC3,800$582.0K0.04%––
Integrated Wealth Concepts LLC3,821$585.0K0.02%––
IBM Retirement Fund3,844$589.0K0.04%––
Simmons Bank3,851$590.0K0.04%––
Ironwood Investment Counsel, LLC9,570$604.0K0.17%––
Donaldson Capital Management, LLC3,959$606.0K0.03%––
GWM Advisors LLC3,968$607.0K0.02%––
Cetera Investment Advisers3,974$609.0K0.01%––
Bank Ozk4,000$612.0K0.28%––
Seven Eight Capital, LP4,000$613.0K0.14%––
SeaCrest Wealth Management, LLC4,011$614.0K0.08%––
Biltmore Family Office, LLC4,000$615.0K0.19%––
Wealthsource Partners, LLC4,055$621.0K0.06%––
MML Investors Services, LLC4,073$624.0K0.01%––
Prospera Financial Services Inc4,084$625.0K0.04%––
Zions Bancorporation, N.A.4,097$627.0K0.07%––
Ashfield Capital Partners, LLC4,166$638.0K0.05%––
Teza Capital Management LLC4,204$644.0K0.13%––
Cigna Investments Inc4,236$648.0K0.04%––
Gyroscope Capital Management Group, LLC4,247$650.0K0.26%––
Mirae Asset Global Investments Co., Ltd.4,274$654.0K0.00%––
Accredited Investors Inc.4,295$658.0K0.09%––
Atlas Private Wealth Management4,309$660.0K0.42%––
Ropes Wealth Advisors LLC4,040$662.0K0.12%––
LS Investment Advisors, LLC4,338$664.0K0.04%––
Moloney Securities Asset Management, LLC4,337$664.0K0.13%––
OPSEU Pension Plan Trust Fund4,363$666.0K0.17%––
Compagnie Lombard Odier SCmA4,370$669.0K0.01%––
Clarius Group, LLC4,367$669.0K0.07%––
United Capital Financial Advisers, LLC4,378$670.0K0.00%––
Lombard Odier Asset Management (Switzerland) SA4,415$676.0K0.05%––
Regency Capital Management Inc.4,429$678.0K0.71%––
AGF Investments LLC4,434$679.0K0.08%––
DT Investment Partners, LLC4,472$685.0K0.10%––
Horizon Kinetics Asset Management LLC4,564$699.0K0.02%––
Wambolt & Associates, LLC4,511$699.0K0.36%––
Two Sigma Advisers, LP4,600$704.0K0.00%––
American Century Companies Inc4,656$713.0K0.00%––
Richard Bernstein Advisors LLC4,673$715.0K0.02%––
Stephens Inc4,725$723.0K0.01%––
E. Ohman J:or Asset Management AB4,800$734.9K0.03%––
Symmetry Partners, LLC4,801$735.0K0.05%––
BP PLC4,821$739.0K0.03%––
Leverage Partners Absolute Return Fund SPC5,000$765.0K0.61%––
Sowell Financial Services LLC4,674$771.0K0.03%––
Caxton Associates LP5,046$773.0K0.08%––
Cresset Asset Management, LLC5,118$786.0K0.01%––
Benjamin Edwards Inc5,176$792.0K0.60%––
Eqis Capital Management, Inc.5,193$795.0K0.06%––
Horizon Investments, LLC5,240$802.0K0.03%––
Northwestern Mutual Investment Management Company, LLC5,251$804.0K0.01%––
Roundview Capital LLC5,266$806.0K0.10%––
Cedar Mountain Advisors, LLC5,366$821.0K0.28%––
Change Path, LLC5,396$826.0K0.06%––
O'Shaughnessy Asset Management, LLC5,420$830.0K0.02%––
Amica Retiree Medical Trust5,447$834.0K0.56%––
Howland Capital Management LLC5,500$842.0K0.05%––
East Coast Asset Management, LLC.5,596$857.0K0.23%––
Montag & Caldwell, LLC5,608$859.0K0.08%––
Advisor Partners LLC5,678$869.0K0.06%––
Enterprise Trust & Investment Co5,700$873.0K0.39%––
Cumberland Partners Ltd5,800$888.0K0.07%––
CWS Financial Advisors, LLC5,859$897.0K0.39%––
Ossiam5,882$901.0K0.03%––
Cipher Capital LP5,902$904.0K0.11%––
Johnson Investment Counsel Inc5,905$907.0K0.01%––
TCTC Holdings, LLC5,925$907.0K0.04%––
Crawford Investment Counsel Inc5,975$915.0K0.02%––
Private Trust Co NA6,063$928.0K0.15%––
EFG Asset Management (Americas) Corp.6,102$934.0K0.19%––
Toews Corp6,200$949.0K0.08%––
Guardian Capital LP6,285$962.0K0.02%––
Suncoast Equity Management6,455$988.0K0.15%––
Spears Abacus Advisors LLC6,460$989.0K0.08%––
DuPont Capital Management Corp6,507$996.0K0.02%––
AdvisorShares Investments LLC6,575$1.01M0.13%––
AlphaCrest Capital Management LLC6,624$1.01M0.06%––
Clarkston Capital Partners, LLC6,650$1.02M0.02%––
Welch & Forbes LLC6,681$1.02M0.02%––
Hilltop Holdings Inc.6,764$1.03M0.13%––
Kesler, Norman & Wride, LLC6,882$1.05M0.26%––
Kentucky Retirement Systems6,900$1.06M0.05%––
Altium Wealth Management LLC6,925$1.06M0.09%––
Triangle Securities Wealth Management6,937$1.06M0.38%––
National Asset Management, Inc.6,998$1.07M0.04%––
Amalgamated Bank7,044$1.08M0.04%––
Louisiana State Employees Retirement System7,200$1.10M0.03%––
New Mexico Educational Retirement Board7,250$1.11M0.04%––
Wellington Management Group LLP7,289$1.12M0.00%––
Meiji Yasuda Asset Management Co Ltd.7,390$1.13M0.08%––
Coldstream Capital Management Inc7,397$1.13M0.07%––
Vident Investment Advisory, LLC7,397$1.13M0.04%––