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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
Steward Partners Investment Advisory, LLC12,701$1.94M0.03%––
Buckhead Capital Management LLC12,696$1.94M0.45%––
Hartford Investment Management Co12,627$1.93M0.05%––
Assenagon Asset Management S.A.12,586$1.93M0.01%––
Oppenheimer Asset Management Inc.12,405$1.90M0.03%––
Neuberger Berman Group LLC12,834$1.90M0.00%––
Mraz, Amerine & Associates, Inc.12,390$1.90M0.55%––
SEI Investments Co12,908$1.90M0.00%––
Silvercrest Asset Management Group LLC12,244$1.88M0.01%––
Legacy Capital Partners, Inc.12,145$1.86M0.70%––
Whittier Trust Co12,115$1.85M0.04%––
Cambridge Investment Research Advisors, Inc.12,053$1.84M0.01%––
IFM Investors Pty Ltd12,039$1.84M0.05%––
Siemens Fonds Invest GmbH12,037$1.84M0.18%––
Tandem Capital Management Corp11,910$1.82M1.26%––
Private Advisor Group, LLC11,887$1.82M0.02%––
Fort, L.P.11,826$1.81M0.51%––
Princeton Global Asset Management LLC11,554$1.77M0.57%––
Leavell Investment Management, Inc.11,475$1.76M0.14%––
Lee Financial Co11,461$1.75M0.42%––
Alphasimplex Group, LLC11,258$1.72M0.72%––
Lantz Financial LLC11,136$1.71M0.97%––
Tower Research Capital LLC (TRC)11,119$1.70M0.03%––
Stratos Wealth Partners, LTD.11,063$1.69M0.05%––
American Portfolios Advisors11,012$1.69M0.07%––
Occidental Asset Management, LLC10,961$1.68M0.50%––
Public Sector Pension Investment Board10,950$1.68M0.01%––
Aureus Asset Management, LLC10,843$1.66M0.13%––
Pegasus Partners Ltd.10,705$1.64M0.36%––
Caisse de Depot Et Placement du Quebec10,601$1.62M0.00%––
Zurich Insurance Group Ltd10,600$1.62M0.02%––
Castellan Group, LLC10,600$1.62M0.87%––
Mariner, LLC10,462$1.60M0.01%––
Jennison Associates LLC10,442$1.60M0.00%––
Wimmer Associates 1, LLC10,373$1.59M0.86%––
Catalyst Capital Advisors LLC10,358$1.59M0.09%––
Atria Investments LLC10,355$1.58M0.04%––
SRB Corp10,195$1.56M0.11%––
Sugarloaf Wealth Management, LLC10,128$1.55M0.46%––
Macquarie Group Ltd9,985$1.53M0.00%––
Sumitomo Mitsui DS Asset Management Company, Ltd9,772$1.50M0.04%––
Securian Asset Management, Inc9,766$1.50M0.03%––
Sompo Asset Management Co., Ltd.9,660$1.48M0.34%––
Westpac Banking Corp9,644$1.48M0.02%––
Norinchukin Bank, The9,623$1.47M0.02%––
Northwest Investment Counselors, LLC9,520$1.46M0.42%––
Kestra Advisory Services, LLC9,222$1.41M0.02%––
Wall Street Access Asset Management, LLC9,013$1.38M0.89%––
MD Financial Management Inc.8,993$1.38M0.04%––
SNS Financial Group, LLC8,975$1.37M0.19%––
Henshaw Capital LLC8,953$1.37M0.09%––
Dividend Assets Capital, LLC8,900$1.36M0.26%––
Maryland State Retirement & Pension System8,751$1.34M0.05%––
Van Eck Associates Corp8,714$1.33M0.00%––
Investment Management of Virginia LLC8,667$1.33M0.27%––
Mercer Global Advisors Inc8,575$1.31M0.01%––
Boyar Asset Management Inc.8,575$1.31M0.89%––
Teachers Retirement System of the State of Kentucky8,550$1.31M0.01%––
Swedbank AB8,484$1.30M0.00%––
Sepio Capital, LP8,413$1.29M0.12%––
Dean Investment Associates, LLC8,406$1.29M0.24%––
Koshinski Asset Management, Inc.8,318$1.27M0.13%––
Teamwork Financial Advisors, LLC8,316$1.27M0.30%––
USS Investment Management Ltd8,148$1.25M0.01%––
Jacobsen Capital Management8,153$1.25M0.69%––
Pacer Advisors, Inc.8,085$1.24M0.02%––
Y-Intercept (Hong Kong) Ltd8,044$1.23M0.33%––
STRS Ohio7,889$1.21M0.00%––
Northwestern Mutual Wealth Management Co7,645$1.17M0.00%––
CIBC World Markets Inc.7,516$1.15M0.00%––
Coldstream Capital Management Inc7,397$1.13M0.07%––
Vident Investment Advisory, LLC7,397$1.13M0.04%––
Meiji Yasuda Asset Management Co Ltd.7,390$1.13M0.08%––
Wellington Management Group LLP7,289$1.12M0.00%––
New Mexico Educational Retirement Board7,250$1.11M0.04%––
Louisiana State Employees Retirement System7,200$1.10M0.03%––
Amalgamated Bank7,044$1.08M0.04%––
National Asset Management, Inc.6,998$1.07M0.04%––
Triangle Securities Wealth Management6,937$1.06M0.38%––
Altium Wealth Management LLC6,925$1.06M0.09%––
Kentucky Retirement Systems6,900$1.06M0.05%––
Kesler, Norman & Wride, LLC6,882$1.05M0.26%––
Hilltop Holdings Inc.6,764$1.03M0.13%––
Welch & Forbes LLC6,681$1.02M0.02%––
Clarkston Capital Partners, LLC6,650$1.02M0.02%––
AlphaCrest Capital Management LLC6,624$1.01M0.06%––
AdvisorShares Investments LLC6,575$1.01M0.13%––
DuPont Capital Management Corp6,507$996.0K0.02%––
Spears Abacus Advisors LLC6,460$989.0K0.08%––
Suncoast Equity Management6,455$988.0K0.15%––
Guardian Capital LP6,285$962.0K0.02%––
Toews Corp6,200$949.0K0.08%––
EFG Asset Management (Americas) Corp.6,102$934.0K0.19%––
Private Trust Co NA6,063$928.0K0.15%––
Crawford Investment Counsel Inc5,975$915.0K0.02%––
Johnson Investment Counsel Inc5,905$907.0K0.01%––
TCTC Holdings, LLC5,925$907.0K0.04%––
Cipher Capital LP5,902$904.0K0.11%––
Ossiam5,882$901.0K0.03%––
CWS Financial Advisors, LLC5,859$897.0K0.39%––