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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
Voya Financial Advisors, Inc.2,901$444.0K0.02%––
Beaumont Financial Partners, LLC2,891$443.0K0.04%––
Quadrant Capital Group LLC2,880$441.0K0.07%––
Wealthfront Advisers LLC2,881$441.0K0.00%––
Lazard Asset Management LLC2,763$422.0K0.00%––
Polaris Wealth Advisory Group, LLC2,707$422.0K0.03%––
Mitchell McLeod Pugh & Williams Inc2,687$411.0K0.17%––
WealthTrust Axiom LLC2,681$410.0K0.14%––
Pitcairn Co2,660$407.0K0.03%––
Resources Management Corp2,655$406.0K0.06%––
FineMark National Bank & Trust2,641$404.0K0.02%––
Plante Moran Financial Advisors, LLC2,620$401.0K0.11%––
Heritage Wealth Advisors2,604$398.7K0.02%––
Everence Capital Management Inc2,596$397.0K0.04%––
Vestmark Advisory Solutions, Inc.2,548$390.0K0.03%––
Engineers Gate Manager LP2,500$383.0K0.02%––
Capital Bank & Trust Co2,500$383.0K0.00%––
Bessemer Group Inc2,483$379.0K0.00%––
Wetherby Asset Management Inc2,423$371.0K0.03%––
Court Place Advisors, LLC2,426$371.0K0.12%––
Naples Global Advisors, LLC2,405$368.0K0.06%––
Davy Global Fund Management Ltd2,340$358.0K0.06%––
Hilton Capital Management, LLC2,332$357.0K0.04%––
DF Dent & Co Inc2,315$354.0K0.00%––
Busey Wealth Management2,315$354.0K0.02%––
Bel Air Investment Advisors LLC2,304$353.0K0.01%––
FORA Capital, LLC2,304$353.0K0.12%––
Alps Advisors Inc2,297$352.0K0.00%––
Vontobel Holding Ltd.2,280$349.0K0.00%––
Mission Wealth Management, LP2,276$348.0K0.02%––
Segment Wealth Management, LLC2,244$344.0K0.05%––
Psagot Investment House Ltd.2,239$343.0K0.01%––
Aberdeen Wealth Management LLC2,194$336.0K0.27%––
JustInvest LLC2,180$334.0K0.05%––
Jane Street Group, LLC2,166$332.0K0.00%––
Prestige Wealth Management Group LLC2,170$332.0K0.09%––
Ifrah Financial Services, Inc.2,158$330.0K0.10%––
Texas Capital Bank Wealth Management Services Inc2,120$325.0K0.05%––
BBVA USA Bancshares, Inc.2,112$323.0K0.02%––
Evercore Wealth Management, LLC2,072$317.0K0.01%––
Sigma Planning Corp2,066$316.0K0.01%––
LifePro Asset Management2,040$312.0K0.10%––
Banque Cantonale Vaudoise2,031$311.0K0.02%––
Chicago Trust Co NA2,015$308.0K0.11%––
MAI Capital Management1,976$303.0K0.01%––
Braun-Bostich & Associates Inc.1,979$303.0K0.58%––
Mirabella Financial Services LLP1,975$302.0K0.09%––
QS Investors, LLC1,927$296.0K0.00%––
Wealth Alliance1,912$293.0K0.08%––
Snowden Capital Advisors LLC1,906$291.8K0.02%––
Sawtooth Solutions, LLC1,892$290.0K0.06%––
Wealthspire Advisors, LLC1,892$290.0K0.01%––
Mid Atlantic Financial Management Inc1,873$287.0K0.02%––
New England Research & Management, Inc.1,875$287.0K0.16%––
Radnor Capital Management, LLC1,873$287.0K0.09%––
Spreng Capital Management, Inc.1,875$287.0K0.20%––
IndexIQ Advisors LLC1,841$282.0K0.01%––
Ami Asset Management Corp1,811$277.0K0.01%––
Marco Investment Management LLC1,800$276.0K0.04%––
Hudson Capital Management LLC1,800$276.0K0.12%––
Aull & Monroe Investment Management Corp1,791$275.0K0.13%––
Connecticut Wealth Management, LLC1,787$274.0K0.03%––
Blueshift Asset Management, LLC1,782$273.0K0.03%––
Lido Advisors, LLC1,761$271.0K0.01%––
Vivaldi Capital Management, LLC1,642$268.0K0.05%––
Carolinas Wealth Consulting LLC1,715$264.0K0.06%––
CWM, LLC1,626$263.0K0.00%––
Ameritas Investment Partners, Inc.1,682$258.0K0.01%––
Virtu Financial LLC1,679$257.0K0.02%––
Segall Bryant & Hamill, LLC1,679$256.0K0.00%––
Corient Capital Partners, LLC1,663$255.0K0.02%––
Bokf, NA1,659$254.0K0.00%––
Campion Asset Management LLC1,650$253.0K0.19%––
Anchor Investment Management, LLC1,650$252.6K0.04%––
Patron Partners Advisors, LLC1,642$251.0K0.21%––
Arcadia Investment Management Corp1,617$248.0K0.05%––
Innovative Portfolios LLC1,617$248.0K2.01%––
RiverFront Investment Group, LLC1,604$246.0K0.01%––
Bank of Hawaii1,587$243.0K0.01%––
Profund Advisors LLC1,580$242.0K0.01%––
First Manhattan Co1,572$240.0K0.00%––
Avantax Advisory Services, Inc.1,569$240.0K0.01%––
Toroso Investments, LLC1,567$240.0K0.01%––
Moors & Cabot, Inc.1,564$240.0K0.02%––
E Fund Management Co., Ltd.1,570$240.0K0.02%––
Raymond James Trust N.A.1,533$235.0K0.01%––
Gofen & Glossberg LLC1,510$231.0K0.01%––
Strategy Asset Managers LLC1,512$231.0K0.05%––
Buckingham Capital Management, Inc.1,500$230.0K0.04%––
Pasadena Private Wealth, LLC1,500$230.0K0.08%––
Keybank National Association1,497$229.0K0.00%––
Simplex Trading, LLC1,478$226.0K0.01%––
First Bank & Trust1,473$226.0K0.11%––
Procyon Private Wealth Partners, LLC1,478$226.0K0.10%––
6 Meridian1,469$225.0K0.02%––
Glenmede Trust Co NA1,466$224.0K0.00%––
Sound View Wealth Advisors Group, LLC1,461$224.0K0.05%––
Foresight Wealth Management, LLC1,452$222.0K0.11%––
Ascent Wealth Partners, LLC1,442$221.0K0.05%––
Optas, LLC1,443$221.0K0.07%––