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 |
|---|---|---|---|---|---|
| WestEnd Advisors, LLC | – | $161 | 0.00% | – | New |
| Exane Derivatives | 3 | $505 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 8 | $1.00K | 0.00% | +8 | New |
| Eagle Bay Advisors LLC | 2 | $1.00K | 0.00% | +2 | New |
| Raffa Wealth Management, LLC | 11 | $1.78K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 20 | $3.00K | 0.00% | −43−68.3% | Reduced |
| Essex Investment Management Co LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 17 | $3.00K | 0.00% | +17 | New |
| Financial Management Professionals, Inc. | 26 | $4.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 30 | $5.00K | 0.00% | −286−90.5% | Reduced |
| M&R Capital Management Inc | 37 | $5.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 34 | $5.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 30 | $5.00K | 0.00% | +30 | New |
| Thompson Siegel & Walmsley LLC | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 41 | $6.62K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 46 | $7.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 41 | $7.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 49 | $8.00K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 48 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 52 | $8.00K | 0.00% | +20+62.5% | Added |
| Selective Wealth Management, Inc. | 50 | $8.00K | 0.01% | +50 | New |
| Global Retirement Partners, LLC | 56 | $9.00K | 0.00% | −9−13.8% | Reduced |
| Farmers & Merchants Investments Inc | 58 | $9.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 65 | $10.0K | 0.00% | −8−11.0% | Reduced |
| Lumature Wealth Partners, LLC | 62 | $10.0K | 0.00% | +35+129.6% | Added |
| Annapolis Financial Services, LLC | 61 | $10.0K | 0.00% | +61 | New |
| Allworth Financial LP | 67 | $11.0K | 0.00% | −29−30.2% | Reduced |
| Castleview Partners, LLC | 70 | $11.0K | 0.00% | +70 | New |
| West Branch Capital LLC | 77 | $12.0K | 0.01% | +77 | New |
| Wealth Quarterback LLC | 72 | $12.0K | 0.01% | +72 | New |
| Baystate Wealth Management LLC | 79 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 88 | $14.0K | 0.00% | −1,125−92.7% | Reduced |
| Savior LLC | 89 | $14.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 88 | $14.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 87 | $14.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 90 | $14.0K | 0.00% | +81+900.0% | Added |
| Independence Bank of Kentucky | 95 | $15.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 90 | $15.0K | 0.00% | 00.0% | Unchanged |
| Motco | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 104 | $17.0K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 113 | $18.0K | 0.01% | +113 | New |
| Kistler-Tiffany Companies, LLC | 118 | $19.0K | 0.00% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 121 | $20.0K | 0.02% | −338−73.6% | Reduced |
| Parkside Financial Bank & Trust | 125 | $20.0K | 0.01% | −97−43.7% | Reduced |
| Piscataqua Savings Bank | 125 | $20.0K | 0.02% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 124 | $20.0K | 0.00% | +49+65.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 130 | $21.0K | 0.00% | −150−53.6% | Reduced |
| Webster Bank, N. A. | 128 | $21.0K | 0.00% | −87−40.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 129 | $21.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 136 | $22.0K | 0.01% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 137 | $22.0K | 0.00% | +137 | New |
| Graves-Light Private Wealth Management, Inc. | 142 | $23.0K | 0.00% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 145 | $23.0K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 152 | $24.0K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 148 | $24.0K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 164 | $26.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 165 | $26.0K | 0.00% | +134+432.3% | Added |
| TCI Wealth Advisors, Inc. | 166 | $27.0K | 0.00% | −1−0.6% | Reduced |
| Private Capital Group, LLC | 166 | $27.0K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 176 | $28.0K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 186 | $30.0K | 0.02% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 187 | $30.0K | 0.01% | +187 | New |
| First PREMIER Bank | 195 | $31.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 195 | $31.0K | 0.01% | +21+12.1% | Added |
| Tradewinds Capital Management, LLC | 200 | $32.0K | 0.01% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 200 | $32.3K | 1.17% | +200 | New |
| Lindbrook Capital, LLC | 204 | $33.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 225 | $36.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 220 | $36.0K | 0.00% | +220 | New |
| IMA Wealth, Inc. | 237 | $38.0K | 0.01% | 00.0% | Unchanged |
| FormulaFolio Investments, LLC | 240 | $39.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 244 | $39.0K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 241 | $39.0K | 0.03% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 266 | $43.0K | 0.01% | +4+1.5% | Added |
| Howe & Rusling Inc | 266 | $43.0K | 0.01% | +36+15.7% | Added |
| Hoover Financial Advisors, Inc. | 273 | $44.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 284 | $46.0K | 0.00% | +82+40.6% | Added |
| American Research & Management Co. | 283 | $46.0K | 0.01% | +283 | New |
| Sandy Spring Bank | 294 | $47.0K | 0.00% | +81+38.0% | Added |
| Country Trust Bank | 300 | $48.0K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 300 | $48.0K | 0.01% | 00.0% | Unchanged |
| Cordasco Financial Network | 297 | $48.0K | 0.03% | +1+0.3% | Added |