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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
Cumberland Partners Ltd5,800$888.0K0.07%––
Enterprise Trust & Investment Co5,700$873.0K0.39%––
Advisor Partners LLC5,678$869.0K0.06%––
Montag & Caldwell, LLC5,608$859.0K0.08%––
East Coast Asset Management, LLC.5,596$857.0K0.23%––
Howland Capital Management LLC5,500$842.0K0.05%––
Amica Retiree Medical Trust5,447$834.0K0.56%––
O'Shaughnessy Asset Management, LLC5,420$830.0K0.02%––
Change Path, LLC5,396$826.0K0.06%––
Cedar Mountain Advisors, LLC5,366$821.0K0.28%––
Roundview Capital LLC5,266$806.0K0.10%––
Northwestern Mutual Investment Management Company, LLC5,251$804.0K0.01%––
Horizon Investments, LLC5,240$802.0K0.03%––
Eqis Capital Management, Inc.5,193$795.0K0.06%––
Benjamin Edwards Inc5,176$792.0K0.60%––
Cresset Asset Management, LLC5,118$786.0K0.01%––
Caxton Associates LP5,046$773.0K0.08%––
Sowell Financial Services LLC4,674$771.0K0.03%––
Leverage Partners Absolute Return Fund SPC5,000$765.0K0.61%––
BP PLC4,821$739.0K0.03%––
Symmetry Partners, LLC4,801$735.0K0.05%––
E. Ohman J:or Asset Management AB4,800$734.9K0.03%––
Stephens Inc4,725$723.0K0.01%––
Richard Bernstein Advisors LLC4,673$715.0K0.02%––
American Century Companies Inc4,656$713.0K0.00%––
Two Sigma Advisers, LP4,600$704.0K0.00%––
Horizon Kinetics Asset Management LLC4,564$699.0K0.02%––
Wambolt & Associates, LLC4,511$699.0K0.36%––
DT Investment Partners, LLC4,472$685.0K0.10%––
AGF Investments LLC4,434$679.0K0.08%––
Regency Capital Management Inc.4,429$678.0K0.71%––
Lombard Odier Asset Management (Switzerland) SA4,415$676.0K0.05%––
United Capital Financial Advisers, LLC4,378$670.0K0.00%––
Compagnie Lombard Odier SCmA4,370$669.0K0.01%––
Clarius Group, LLC4,367$669.0K0.07%––
OPSEU Pension Plan Trust Fund4,363$666.0K0.17%––
LS Investment Advisors, LLC4,338$664.0K0.04%––
Moloney Securities Asset Management, LLC4,337$664.0K0.13%––
Ropes Wealth Advisors LLC4,040$662.0K0.12%––
Atlas Private Wealth Management4,309$660.0K0.42%––
Accredited Investors Inc.4,295$658.0K0.09%––
Mirae Asset Global Investments Co., Ltd.4,274$654.0K0.00%––
Gyroscope Capital Management Group, LLC4,247$650.0K0.26%––
Cigna Investments Inc4,236$648.0K0.04%––
Teza Capital Management LLC4,204$644.0K0.13%––
Ashfield Capital Partners, LLC4,166$638.0K0.05%––
Zions Bancorporation, N.A.4,097$627.0K0.07%––
Prospera Financial Services Inc4,084$625.0K0.04%––
MML Investors Services, LLC4,073$624.0K0.01%––
Wealthsource Partners, LLC4,055$621.0K0.06%––
Biltmore Family Office, LLC4,000$615.0K0.19%––
SeaCrest Wealth Management, LLC4,011$614.0K0.08%––
Seven Eight Capital, LP4,000$613.0K0.14%––
Bank Ozk4,000$612.0K0.28%––
Cetera Investment Advisers3,974$609.0K0.01%––
GWM Advisors LLC3,968$607.0K0.02%––
Donaldson Capital Management, LLC3,959$606.0K0.03%––
Ironwood Investment Counsel, LLC9,570$604.0K0.17%––
Simmons Bank3,851$590.0K0.04%––
IBM Retirement Fund3,844$589.0K0.04%––
Integrated Wealth Concepts LLC3,821$585.0K0.02%––
O'Shares Investment Advisers, LLC3,800$582.0K0.04%––
TD Private Client Wealth LLC3,697$566.0K0.03%––
Huntington National Bank3,690$565.0K0.01%––
Advisors Capital Management, LLC3,617$553.0K0.02%––
Gateway Advisory, LLC3,583$549.0K0.14%––
Lombard Odier Asset Management (Europe) Ltd3,535$541.0K0.03%––
Versor Investments LP3,500$536.0K0.03%––
First Horizon Corp3,489$534.0K0.05%––
Quilter Plc3,476$532.0K0.02%––
People's United Financial, Inc.3,437$526.0K0.01%––
Canada Pension Plan Investment Board3,387$519.0K0.00%––
ETF Managers Group, LLC3,395$519.0K0.01%––
Quantitative Investment Management, LLC3,389$518.0K0.04%––
Bridgewater Advisors Inc.3,251$517.0K0.26%––
FourThought Financial, LLC3,381$517.0K0.07%––
Illinois Municipal Retirement Fund3,356$514.0K0.02%––
Menard Financial Group LLC3,353$513.0K0.55%––
Cambridge Trust Co3,327$509.0K0.02%––
TrinityPoint Wealth, LLC3,289$504.0K0.12%––
Legacy Capital Wealth Partners, LLC3,243$498.0K0.21%––
Signet Financial Management, LLC3,249$497.0K0.09%––
Financial Architects, Inc3,217$493.0K0.08%––
D.B. Root & Company, LLC3,226$493.0K0.19%––
Exchange Traded Concepts, LLC3,196$489.0K0.02%––
Veritable, L.P.3,190$488.0K0.01%––
Redpoint Investment Management Pty Ltd3,190$488.0K0.04%––
Cubist Systematic Strategies, LLC3,172$486.0K0.01%––
Kentucky Retirement Systems Insurance Trust Fund3,157$483.0K0.05%––
Fiduciary Trust Co3,112$477.0K0.01%––
Central Trust Co3,098$474.0K0.02%––
Argent Trust Co3,020$463.0K0.03%––
Krane Funds Advisors LLC3,007$460.0K0.02%––
Regentatlantic Capital LLC2,984$457.0K0.02%––
World Asset Management Inc2,881$457.0K0.04%––
Wellington Shields Capital Management, LLC2,983$457.0K0.04%––
Tokio Marine Asset Management Co Ltd2,980$456.0K0.05%––
J.W. Cole Advisors, Inc.2,961$453.0K0.04%––
Advisors Preferred, LLC2,925$453.0K0.06%––
Eukles Asset Management2,912$446.0K0.29%––