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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
California State Teachers Retirement System215,905$33.1M0.04%––
Eaton Vance Management216,747$33.2M0.05%––
AXA S.A.219,156$33.6M0.10%––
Raymond James & Associates232,872$35.7M0.04%––
Ensemble Capital Management, LLC235,496$36.1M3.45%––
Nissay Asset Management Corp238,671$36.5M0.36%––
Schroder Investment Management Group240,401$36.8M0.05%––
Loring Wolcott & Coolidge Fiduciary Advisors LLP243,891$37.3M0.41%––
Envestnet Asset Management Inc246,466$37.7M0.02%––
Commerce Bank260,660$39.9M0.30%––
Ameriprise Financial Inc263,891$40.4M0.01%––
London Co of Virginia269,381$41.2M0.24%––
Citadel Advisors LLC283,543$43.4M0.05%––
Mackenzie Financial Corp287,705$44.0M0.07%––
Goldman Sachs Group Inc292,124$44.7M0.01%––
Truist Financial Corp296,455$45.4M0.08%––
CIBC Private Wealth Group, LLC296,911$45.5M0.11%––
Amundi Asset Management US, Inc.297,239$45.5M0.03%––
GW&K Investment Management, LLC301,282$46.1M0.42%––
Douglas Lane & Associates, LLC313,651$48.0M0.74%––
King Luther Capital Management Corp319,365$48.9M0.26%––
Credit Suisse AG323,935$49.6M0.04%––
Deutsche Bank AG327,743$50.2M0.03%––
Rathbone Brothers plc363,000$55.6M0.71%––
Boston Financial Mangement LLC391,597$60.0M2.64%––
Fenimore Asset Management Inc409,395$62.7M1.62%––
Parametric Portfolio Associates LLC424,955$65.1M0.04%––
JPMorgan Chase & Co438,415$67.1M0.01%––
Sumitomo Mitsui Trust Holdings, Inc.451,550$69.1M0.04%––
Bristol Gate Capital Partners Inc.459,246$70.3M4.20%––
First Trust Advisors LP460,651$70.6M0.09%––
Schwartz Investment Counsel Inc475,750$72.8M3.16%––
Morgan Stanley509,887$78.1M0.01%––
Charles Schwab Investment Management Inc510,650$78.2M0.03%––
Kayne Anderson Rudnick Investment Management LLC510,741$78.2M0.21%––
Ninety One UK Ltd526,417$80.6M0.23%––
Baird Financial Group, Inc.528,840$81.0M0.23%––
Anchor Capital Advisors LLC551,106$84.4M1.78%––
Alta Capital Management LLC552,623$84.6M2.59%––
Nuveen Asset Management, LLC560,246$85.8M0.03%––
Alliancebernstein L.P.601,718$92.1M0.04%––
UBS Asset Management Americas Inc602,461$92.2M0.04%––
Veritas Investment Partners (UK) Ltd.616,087$94.4M3.80%––
Mitsubishi UFJ Trust & Banking Corp623,112$95.4M0.21%––
Bank of America Corp721,217$110.4M0.01%––
Fayez Sarofim & Co779,781$119.4M0.44%––
Dimensional Fund Advisors LP789,334$120.8M0.04%––
Confluence Investment Management LLC810,920$124.2M1.74%––
Swiss National Bank876,989$134.3M0.09%––
Bahl & Gaynor Inc896,155$137.2M0.87%––
Franklin Resources Inc897,913$137.5M0.06%––
California Public Employees Retirement System900,242$137.8M0.10%––
Legal & General Group Plc937,591$143.5M0.05%––
Norges Bank1,073,837$164.4M0.04%––
Bank of New York Mellon Corp1,124,915$172.2M0.04%––
Barclays PLC1,155,857$177.0M0.17%––
Waddell & Reed Financial Inc1,204,474$184.4M0.38%––
Northern Trust Corp1,297,833$198.7M0.04%––
Invesco Ltd.1,403,733$214.9M0.06%––
Atlanta Capital Management Co L L C1,484,614$227.3M0.80%––
Wells Fargo & Company1,585,088$242.7M0.06%––
Jensen Investment Management Inc1,962,922$300.5M2.40%––
Geode Capital Management, LLC2,024,205$309.1M0.05%––
APG Asset Management N.V.4,036,753$525.8M0.90%––
Baillie Gifford & Co4,033,284$617.5M0.35%––
Price T Rowe Associates Inc4,698,878$719.4M0.07%––
State Street Corp4,829,706$742.1M0.04%––
Janus Henderson Group PLC6,394,324$979.0M0.45%––
BlackRock Inc.9,467,205$1.45B0.04%––
Vanguard Group Inc13,361,354$2.05B0.06%––
Harel Insurance Investments & Financial Services Ltd.46––––