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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
WBI Investments43,877$6.72M1.05%––
Blair William & Co44,948$6.88M0.03%––
Palmer Knight Co45,191$6.92M3.98%––
Royal London Asset Management Ltd45,690$7.00M0.03%––
Aviva PLC46,314$7.09M0.03%––
1623 Capital LLC47,000$7.20M3.28%––
Ensign Peak Advisors, Inc47,045$7.20M0.02%––
Mandatum Life Insurance Co Ltd47,484$7.27M1.44%––
Stifel Financial Corp48,220$7.38M0.01%––
Value Partners Investments Inc.48,260$7.38M0.64%––
Independent Advisor Alliance48,504$7.43M0.44%––
Standard Life Aberdeen plc48,530$7.43M0.02%––
CIBC Asset Management Inc50,950$7.80M0.03%––
Vision Capital Management, Inc.51,164$7.83M1.39%––
Pictet Asset Management Ltd52,867$8.09M0.01%––
Advisor Group Holdings, Inc.54,224$8.31M0.02%––
Motley Fool Asset Management LLC55,000$8.42M0.61%––
Optimal Asset Management, Inc.56,023$8.58M1.11%––
FMR LLC56,313$8.62M0.00%––
Thrivent Financial for Lutherans57,683$8.83M0.02%––
Logan Capital Management Inc58,269$8.92M0.45%––
Storebrand Asset Management AS59,821$9.16M0.05%––
State of Alaska, Department of Revenue62,221$9.52M0.10%––
Public Employees Retirement System of Ohio62,689$9.60M0.04%––
Asset Management One Co.,Ltd.62,986$9.64M0.04%––
Victory Capital Management Inc63,897$9.78M0.01%––
Colony Group LLC64,332$9.85M0.21%––
Middleton & Co Inc64,562$9.88M1.11%––
McRae Capital Management Inc65,128$9.97M2.47%––
Man Group plc65,466$10.0M0.04%––
State of New Jersey Common Pension Fund D67,037$10.3M0.04%––
State of Wisconsin Investment Board68,316$10.5M0.02%––
M&G Investment Management Ltd68,949$10.5M0.09%––
Andra AP-fonden69,200$10.6M0.23%––
Arrowstreet Capital, Limited Partnership69,766$10.7M0.01%––
Washington Trust Co69,823$10.7M0.33%––
Voya Investment Management LLC70,241$10.8M0.02%––
Toronto Dominion Bank70,448$10.8M0.02%––
British Columbia Investment Management Corp70,602$10.8M0.08%––
Susquehanna Fundamental Investments, LLC73,218$11.2M0.19%––
Vigilant Capital Management, LLC73,662$11.3M1.00%––
The PNC Financial Services Group, Inc.73,785$11.3M0.01%––
Pinebridge Investments, L.P.73,863$11.3M0.14%––
D. E. Shaw & Co., Inc.74,294$11.4M0.01%––
Rafferty Asset Management, LLC74,405$11.4M0.08%––
BNP Paribas Arbitrage, SA74,742$11.4M0.02%––
Chevy Chase Trust Holdings, Inc.77,718$11.9M0.04%––
NFJ Investment Group, LLC79,172$12.1M0.24%––
Fifth Third Bancorp80,895$12.4M0.06%––
Shell Asset Management Co82,175$12.6M0.25%––
Nisa Investment Advisors, LLC82,218$12.6M0.08%––
AQR Capital Management LLC82,689$12.7M0.02%––
Advisors Asset Management, Inc.86,040$13.2M0.20%––
First National Bank of Omaha86,120$13.2M0.69%––
Natixis Advisors, L.P.91,133$14.0M0.07%––
Wendell David Associates Inc92,069$14.1M1.70%––
Russell Investments Group, Ltd.95,777$14.7M0.03%––
Retirement Systems of Alabama95,766$14.7M0.06%––
Kelly Lawrence W & Associates Inc96,828$14.8M3.51%––
Great West Life Assurance Co97,624$14.9M0.04%––
Bath Savings Trust Co99,109$15.2M1.94%––
Adage Capital Partners GP, L.L.C.100,900$15.4M0.03%––
Connectus Wealth, LLC100,367$15.9M1.91%––
Manufacturers Life Insurance Company, The114,854$17.6M0.02%––
Prudential Financial Inc116,488$17.8M0.03%––
Nicholas Company, Inc.118,625$18.2M0.34%––
B. Metzler seel. Sohn & Co. Holding AG118,674$18.2M0.30%––
Robeco Institutional Asset Management B.V.119,635$18.3M0.05%––
TD Asset Management Inc122,873$18.8M0.02%––
Bank of Montreal122,078$18.8M0.01%––
Veritas Investment Management (UK) Ltd128,760$19.7M3.68%––
Southernsun Asset Management, LLC137,659$21.1M2.19%––
New York State Teachers Retirement System138,370$21.2M0.05%––
Parnassus Investments141,281$21.6M0.05%––
Dearborn Partners LLC142,497$21.8M0.93%––
Diamond Hill Capital Management Inc142,964$21.9M0.09%––
Congress Asset Management Co143,818$22.0M0.20%––
Copeland Capital Management, LLC145,852$22.3M0.70%––
HSBC Holdings PLC149,488$22.9M0.03%––
Principal Financial Group Inc153,052$23.4M0.02%––
State Board of Administration of Florida Retirement System156,779$24.0M0.05%––
UBS Group AG163,801$25.1M0.01%––
1832 Asset Management L.P.164,542$25.3M0.05%––
Motley Fool Wealth Management, LLC167,009$25.6M1.15%––
Boston Trust Walden Corp171,974$26.3M0.25%––
State of Tennessee, Treasury Department177,752$27.2M0.11%––
Citigroup Inc178,526$27.3M0.03%––
NN Investment Partners Holdings N.V.180,944$27.7M0.16%––
LPL Financial LLC186,990$28.6M0.03%––
Loomis Sayles & Co L P190,442$29.2M0.04%––
National Pension Service193,589$29.6M0.06%––
Geneva Capital Management LLC195,218$29.9M0.51%––
New York State Common Retirement Fund196,015$30.0M0.03%––
Boston Private Wealth LLC198,421$30.4M0.42%––
BNP PARIBAS ASSET MANAGEMENT Holding S.A.199,930$30.6M0.13%––
Royal Bank of Canada204,104$31.2M0.01%––
FIL Ltd204,149$31.3M0.04%––
PGGM Investments205,981$31.5M0.14%––
HM Payson & Co212,924$32.6M0.87%––
Rhumbline Advisers213,946$32.8M0.04%––