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, Q2 2021
Institutional positions in Broadridge Financial Solutions, Inc. as of Jun 30, 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
- 787
- +23 vs. Q1 2021
- Shares held
- 101.8M
- +2.47M (+2.5%) vs. Q1 2021
- Total value
- $16.3B
- +$1.22B (+8.1%) vs. Q1 2021
- New holders
- 80
- 289 more added
- Sold out
- 57
- 248 more reduced
7 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,023 | $14.9B |
| Q1 2026 | 1,064 | $18.0B |
| Q4 2025 | 1,136 | $23.8B |
| Q3 2025 | 1,105 | $25.1B |
| Q2 2025 | 1,098 | $25.5B |
| Q1 2025 | 1,109 | $25.5B |
| Q4 2024 | 1,054 | $23.6B |
| Q3 2024 | 1,016 | $22.4B |
| Q2 2024 | 930 | $20.9B |
| Q1 2024 | 940 | $21.5B |
| Q4 2023 | 921 | $21.8B |
| Q3 2023 | 854 | $18.8B |
| Q2 2023 | 817 | $17.5B |
| Q1 2023 | 793 | $15.4B |
| Q4 2022 | 785 | $13.9B |
| Q3 2022 | 791 | $14.9B |
| Q2 2022 | 764 | $14.6B |
| Q1 2022 | 777 | $15.8B |
| Q4 2021 | 821 | $18.6B |
| Q3 2021 | 791 | $16.8B |
| Q2 2021 | 787 | $16.3B |
| Q1 2021 | 771 | $15.3B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Broadridge Financial Solutions, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 13,346,114 | $2.16B | 0.05% | −15,240−0.1% | Reduced |
| BlackRock Inc. | 9,196,210 | $1.49B | 0.04% | −270,995−2.9% | Reduced |
| Janus Henderson Group PLC | 6,078,082 | $981.8M | 0.42% | −316,242−4.9% | Reduced |
| State Street Corp | 4,846,335 | $785.6M | 0.04% | +16,629+0.3% | Added |
| Price T Rowe Associates Inc | 4,811,623 | $777.2M | 0.07% | +112,745+2.4% | Added |
| Baillie Gifford & Co | 4,116,334 | $664.9M | 0.32% | +83,050+2.1% | Added |
| APG Asset Management N.V. | 4,036,853 | $549.9M | 0.93% | +1000.0% | Added |
| Geode Capital Management, LLC | 2,069,152 | $333.3M | 0.05% | +44,947+2.2% | Added |
| Jensen Investment Management Inc | 1,947,670 | $314.6M | 2.38% | −15,252−0.8% | Reduced |
| Wells Fargo & Company | 1,572,770 | $254.1M | 0.06% | −12,318−0.8% | Reduced |
| Invesco Ltd. | 1,310,862 | $211.7M | 0.05% | −92,871−6.6% | Reduced |
| Northern Trust Corp | 1,294,651 | $209.1M | 0.04% | −3,182−0.2% | Reduced |
| Atlanta Capital Management Co L L C | 1,264,841 | $204.3M | 0.70% | −219,773−14.8% | Reduced |
| Barclays PLC | 1,240,232 | $200.3M | 0.16% | +84,375+7.3% | Added |
| Macquarie Group Ltd | 1,200,831 | $194.0M | 0.16% | +1,190,846+11,926.3% | Added |
| Bank of New York Mellon Corp | 1,130,756 | $182.7M | 0.04% | +5,841+0.5% | Added |
| Legal & General Group Plc | 1,003,032 | $162.0M | 0.05% | +65,441+7.0% | Added |
| California Public Employees Retirement System | 889,176 | $143.6M | 0.11% | −11,066−1.2% | Reduced |
| Parnassus Investments | 878,338 | $141.9M | 0.31% | +737,057+521.7% | Added |
| Franklin Resources Inc | 870,183 | $140.6M | 0.05% | −27,730−3.1% | Reduced |
| Bahl & Gaynor Inc | 831,701 | $134.3M | 0.82% | −64,454−7.2% | Reduced |
| Confluence Investment Management LLC | 809,526 | $130.8M | 1.74% | −1,394−0.2% | Reduced |
| Norges Bank | 805,909 | $130.2M | 0.03% | −267,928−25.0% | Reduced |
| Dimensional Fund Advisors LP | 802,845 | $129.7M | 0.04% | +13,511+1.7% | Added |
| Bank of America Corp | 765,002 | $123.6M | 0.01% | +43,785+6.1% | Added |
| Fayez Sarofim & Co | 760,590 | $122.9M | 0.41% | −19,191−2.5% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 653,277 | $105.5M | 3.83% | +37,190+6.0% | Added |
| Morgan Stanley | 628,127 | $101.5M | 0.01% | +118,240+23.2% | Added |
| UBS Asset Management Americas Inc | 622,707 | $100.6M | 0.04% | +20,246+3.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 598,191 | $96.6M | 0.20% | −24,921−4.0% | Reduced |
| Baird Financial Group, Inc. | 585,290 | $94.5M | 0.25% | +56,450+10.7% | Added |
| Alliancebernstein L.P. | 584,905 | $94.5M | 0.04% | −16,813−2.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 555,386 | $89.7M | 0.22% | +44,645+8.7% | Added |
| Anchor Capital Advisors LLC | 550,246 | $88.9M | 1.79% | −860−0.2% | Reduced |
| Alta Capital Management LLC | 546,958 | $88.3M | 2.54% | −5,665−1.0% | Reduced |
| Charles Schwab Investment Management Inc | 523,517 | $84.6M | 0.03% | +12,867+2.5% | Added |
| Bristol Gate Capital Partners Inc. | 522,347 | $84.4M | 4.42% | +63,101+13.7% | Added |
| Ninety One UK Ltd | 500,173 | $80.8M | 0.21% | −26,244−5.0% | Reduced |
| Nuveen Asset Management, LLC | 494,643 | $79.9M | 0.02% | −65,603−11.7% | Reduced |
| Caisse de Depot Et Placement du Quebec | 493,996 | $79.8M | 0.17% | +483,395+4,559.9% | Added |
| Swiss National Bank | 472,382 | $76.3M | 0.05% | −404,607−46.1% | Reduced |
| Schwartz Investment Counsel Inc | 461,750 | $74.6M | 3.00% | −14,000−2.9% | Reduced |
| First Trust Advisors LP | 461,512 | $74.5M | 0.08% | +861+0.2% | Added |
| Rathbone Brothers plc | 435,100 | $70.3M | 0.78% | +72,100+19.9% | Added |
| Parametric Portfolio Associates LLC | 431,895 | $69.8M | 0.04% | +6,940+1.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 427,935 | $69.1M | 0.04% | −23,615−5.2% | Reduced |
| Fenimore Asset Management Inc | 420,060 | $67.9M | 1.64% | +10,665+2.6% | Added |
| Boston Financial Mangement LLC | 396,466 | $64.0M | 2.59% | +4,869+1.2% | Added |
| JPMorgan Chase & Co | 371,879 | $60.1M | 0.01% | −66,536−15.2% | Reduced |
| Deutsche Bank AG | 349,525 | $56.5M | 0.03% | +21,782+6.6% | Added |
| Schroder Investment Management Group | 341,659 | $55.2M | 0.07% | +101,258+42.1% | Added |
| Goldman Sachs Group Inc | 327,959 | $53.0M | 0.01% | +35,835+12.3% | Added |
| King Luther Capital Management Corp | 327,194 | $52.9M | 0.26% | +7,829+2.5% | Added |
| CIBC Private Wealth Group, LLC | 322,877 | $52.2M | 0.12% | +25,966+8.7% | Added |
| Douglas Lane & Associates, LLC | 319,512 | $51.6M | 0.72% | +5,861+1.9% | Added |
| London Co of Virginia | 314,775 | $50.8M | 0.27% | +45,394+16.9% | Added |
| GW&K Investment Management, LLC | 301,028 | $48.6M | 0.42% | −254−0.1% | Reduced |
| Balyasny Asset Management LLC | 290,631 | $46.9M | 0.26% | +290,631 | New |
| Ameriprise Financial Inc | 275,586 | $44.6M | 0.01% | +11,695+4.4% | Added |
| Commerce Bank | 261,523 | $42.2M | 0.30% | +863+0.3% | Added |
| 1832 Asset Management L.P. | 251,292 | $40.7M | 0.08% | +86,750+52.7% | Added |
| Raymond James & Associates | 247,921 | $40.0M | 0.04% | +15,049+6.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 239,141 | $38.6M | 0.39% | −4,750−1.9% | Reduced |
| Ensemble Capital Management, LLC | 235,773 | $38.1M | 3.23% | +277+0.1% | Added |
| Truist Financial Corp | 226,188 | $36.5M | 0.06% | −70,267−23.7% | Reduced |
| Envestnet Asset Management Inc | 222,321 | $35.9M | 0.02% | −24,145−9.8% | Reduced |
| UBS Group AG | 220,717 | $35.7M | 0.02% | +56,916+34.7% | Added |
| HM Payson & Co | 220,108 | $35.6M | 0.87% | +7,184+3.4% | Added |
| Eaton Vance Management | 218,063 | $35.2M | 0.05% | +1,316+0.6% | Added |
| Amundi | 217,905 | $35.2M | 0.02% | +217,905 | New |
| Mackenzie Financial Corp | 215,746 | $34.8M | 0.05% | −71,959−25.0% | Reduced |
| Royal Bank of Canada | 214,294 | $34.6M | 0.01% | +10,190+5.0% | Added |
| State of Michigan Retirement System | 210,139 | $33.9M | 0.20% | +181,100+623.6% | Added |
| California State Teachers Retirement System | 208,624 | $33.7M | 0.04% | −7,281−3.4% | Reduced |
| PGGM Investments | 206,143 | $33.3M | 0.14% | +162+0.1% | Added |
| Rhumbline Advisers | 203,842 | $32.9M | 0.04% | −10,104−4.7% | Reduced |
| FIL Ltd | 203,308 | $32.8M | 0.04% | −841−0.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 199,807 | $32.3M | 0.12% | −123−0.1% | Reduced |
| Loomis Sayles & Co L P | 198,229 | $32.0M | 0.04% | +7,787+4.1% | Added |
| LPL Financial LLC | 197,037 | $31.8M | 0.03% | +10,047+5.4% | Added |
| Boston Private Wealth LLC | 196,686 | $31.8M | 0.40% | −1,735−0.9% | Reduced |
| National Pension Service | 194,373 | $31.4M | 0.06% | +784+0.4% | Added |
| Credit Suisse AG | 191,809 | $31.1M | 0.02% | −132,126−40.8% | Reduced |
| NN Investment Partners Holdings N.V. | 186,309 | $30.1M | 0.16% | +5,365+3.0% | Added |
| Renaissance Technologies LLC | 186,100 | $30.1M | 0.04% | +186,100 | New |
| Geneva Capital Management LLC | 185,551 | $30.0M | 0.49% | −9,667−5.0% | Reduced |
| New York State Common Retirement Fund | 184,807 | $29.9M | 0.03% | −11,208−5.7% | Reduced |
| Boston Trust Walden Corp | 183,559 | $29.6M | 0.26% | +11,585+6.7% | Added |
| Storebrand Asset Management AS | 168,621 | $27.2M | 0.13% | +108,800+181.9% | Added |
| State of Tennessee, Treasury Department | 167,846 | $27.1M | 0.10% | −9,906−5.6% | Reduced |
| Citigroup Inc | 166,160 | $26.8M | 0.02% | −12,366−6.9% | Reduced |
| Motley Fool Wealth Management, LLC | 165,161 | $26.7M | 1.12% | −1,848−1.1% | Reduced |
| Toronto Dominion Bank | 160,427 | $25.9M | 0.04% | +89,979+127.7% | Added |
| HSBC Holdings PLC | 159,409 | $25.8M | 0.03% | +9,921+6.6% | Added |
| Arrowstreet Capital, Limited Partnership | 156,267 | $25.2M | 0.03% | +86,501+124.0% | Added |
| Principal Financial Group Inc | 156,144 | $25.2M | 0.02% | +3,092+2.0% | Added |
| Robeco Institutional Asset Management B.V. | 153,887 | $24.9M | 0.06% | +34,252+28.6% | Added |
| State Board of Administration of Florida Retirement System | 152,273 | $24.6M | 0.05% | −4,506−2.9% | Reduced |
| Congress Asset Management Co | 146,791 | $23.7M | 0.20% | +2,973+2.1% | Added |
| Dearborn Partners LLC | 144,044 | $23.3M | 0.94% | +1,547+1.1% | Added |