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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
Bank of Montreal122,078$18.8M0.01%––
TD Asset Management Inc122,873$18.8M0.02%––
Robeco Institutional Asset Management B.V.119,635$18.3M0.05%––
B. Metzler seel. Sohn & Co. Holding AG118,674$18.2M0.30%––
Nicholas Company, Inc.118,625$18.2M0.34%––
Prudential Financial Inc116,488$17.8M0.03%––
Manufacturers Life Insurance Company, The114,854$17.6M0.02%––
Connectus Wealth, LLC100,367$15.9M1.91%––
Adage Capital Partners GP, L.L.C.100,900$15.4M0.03%––
Bath Savings Trust Co99,109$15.2M1.94%––
Great West Life Assurance Co97,624$14.9M0.04%––
Kelly Lawrence W & Associates Inc96,828$14.8M3.51%––
Retirement Systems of Alabama95,766$14.7M0.06%––
Russell Investments Group, Ltd.95,777$14.7M0.03%––
Wendell David Associates Inc92,069$14.1M1.70%––
Natixis Advisors, L.P.91,133$14.0M0.07%––
First National Bank of Omaha86,120$13.2M0.69%––
Advisors Asset Management, Inc.86,040$13.2M0.20%––
AQR Capital Management LLC82,689$12.7M0.02%––
Nisa Investment Advisors, LLC82,218$12.6M0.08%––
Shell Asset Management Co82,175$12.6M0.25%––
Fifth Third Bancorp80,895$12.4M0.06%––
NFJ Investment Group, LLC79,172$12.1M0.24%––
Chevy Chase Trust Holdings, Inc.77,718$11.9M0.04%––
BNP Paribas Arbitrage, SA74,742$11.4M0.02%––
Rafferty Asset Management, LLC74,405$11.4M0.08%––
D. E. Shaw & Co., Inc.74,294$11.4M0.01%––
Pinebridge Investments, L.P.73,863$11.3M0.14%––
The PNC Financial Services Group, Inc.73,785$11.3M0.01%––
Vigilant Capital Management, LLC73,662$11.3M1.00%––
Susquehanna Fundamental Investments, LLC73,218$11.2M0.19%––
British Columbia Investment Management Corp70,602$10.8M0.08%––
Toronto Dominion Bank70,448$10.8M0.02%––
Voya Investment Management LLC70,241$10.8M0.02%––
Washington Trust Co69,823$10.7M0.33%––
Arrowstreet Capital, Limited Partnership69,766$10.7M0.01%––
Andra AP-fonden69,200$10.6M0.23%––
M&G Investment Management Ltd68,949$10.5M0.09%––
State of Wisconsin Investment Board68,316$10.5M0.02%––
State of New Jersey Common Pension Fund D67,037$10.3M0.04%––
Man Group plc65,466$10.0M0.04%––
McRae Capital Management Inc65,128$9.97M2.47%––
Middleton & Co Inc64,562$9.88M1.11%––
Colony Group LLC64,332$9.85M0.21%––
Victory Capital Management Inc63,897$9.78M0.01%––
Asset Management One Co.,Ltd.62,986$9.64M0.04%––
Public Employees Retirement System of Ohio62,689$9.60M0.04%––
State of Alaska, Department of Revenue62,221$9.52M0.10%––
Storebrand Asset Management AS59,821$9.16M0.05%––
Logan Capital Management Inc58,269$8.92M0.45%––
Thrivent Financial for Lutherans57,683$8.83M0.02%––
FMR LLC56,313$8.62M0.00%––
Optimal Asset Management, Inc.56,023$8.58M1.11%––
Motley Fool Asset Management LLC55,000$8.42M0.61%––
Advisor Group Holdings, Inc.54,224$8.31M0.02%––
Pictet Asset Management Ltd52,867$8.09M0.01%––
Vision Capital Management, Inc.51,164$7.83M1.39%––
CIBC Asset Management Inc50,950$7.80M0.03%––
Standard Life Aberdeen plc48,530$7.43M0.02%––
Independent Advisor Alliance48,504$7.43M0.44%––
Value Partners Investments Inc.48,260$7.38M0.64%––
Stifel Financial Corp48,220$7.38M0.01%––
Mandatum Life Insurance Co Ltd47,484$7.27M1.44%––
Ensign Peak Advisors, Inc47,045$7.20M0.02%––
1623 Capital LLC47,000$7.20M3.28%––
Aviva PLC46,314$7.09M0.03%––
Royal London Asset Management Ltd45,690$7.00M0.03%––
Palmer Knight Co45,191$6.92M3.98%––
Blair William & Co44,948$6.88M0.03%––
WBI Investments43,877$6.72M1.05%––
Core Alternative Capital43,783$6.70M1.91%––
Treasurer of the State of North Carolina43,736$6.70M0.04%––
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.43,193$6.61M0.04%––
Alley Co LLC42,753$6.54M1.29%––
Ledyard National Bank42,117$6.45M0.69%––
McCollum Christoferson Group LLC41,776$6.40M1.62%––
Hamilton Point Investment Advisors, LLC41,397$6.36M1.84%––
Bell Asset Management Ltd41,148$6.30M1.35%––
Santa Monica Partners LP40,793$6.25M4.02%––
ProShare Advisors LLC40,648$6.22M0.02%––
Allianz Asset Management GmbH40,075$6.13M0.01%––
Brinker Capital Investments, LLC39,890$6.12M0.09%––
Hantz Financial Services, Inc.38,783$5.94M0.25%––
Raymond James Financial Services Advisors, Inc.38,366$5.88M0.01%––
American International Group, Inc.37,424$5.73M0.02%––
US Bancorp36,975$5.66M0.01%––
Running Oak Capital LLC36,949$5.66M1.72%––
Comerica Bank34,606$5.63M0.03%––
Banco Bilbao Vizcaya Argentaria, S.A.36,548$5.59M0.11%––
Teacher Retirement System of Texas36,225$5.55M0.03%––
Two Sigma Investments, LP36,115$5.53M0.02%––
DekaBank Deutsche Girozentrale35,759$5.46M0.02%––
Marks Group Wealth Management, Inc35,570$5.44M0.81%––
Mattern Capital Management, LLC35,477$5.43M1.17%––
Covington Investment Advisors Inc.35,296$5.40M1.31%––
Nippon Life Global Investors Americas, Inc.34,820$5.33M0.29%––
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund34,417$5.27M0.05%––
O'Brien Greene & Co. Inc34,110$5.22M2.07%––
AMP Capital Investors Ltd34,045$5.21M0.03%––
Seeyond33,662$5.15M0.52%––