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 |
|---|---|---|---|---|---|
| Roble, Belko & Company, Inc | 295 | $48.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 306 | $49.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 318 | $51.0K | 0.00% | +74+30.3% | Added |
| Geneos Wealth Management Inc. | 326 | $53.0K | 0.00% | −116−26.2% | Reduced |
| Arkadios Wealth Advisors | 340 | $55.0K | 0.01% | +241+243.4% | Added |
| Glassman Wealth Services | 344 | $56.0K | 0.01% | +6+1.8% | Added |
| Pinnacle Bancorp, Inc. | 354 | $57.0K | 0.03% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 370 | $60.0K | 0.00% | −4,000−91.5% | Reduced |
| Column Capital Advisors, LLC | 381 | $62.0K | 0.01% | −80−17.4% | Reduced |
| Tobam | 385 | $62.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 406 | $65.0K | 0.00% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 403 | $65.0K | 0.10% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 430 | $69.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 430 | $69.7K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 435 | $70.0K | 0.00% | −82−15.9% | Reduced |
| Acadian Asset Management LLC | 438 | $71.0K | 0.00% | −161−26.9% | Reduced |
| Reilly Financial Advisors, LLC | 437 | $71.0K | 0.01% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 443 | $71.6K | 0.04% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 458 | $74.0K | 0.00% | +163+55.3% | Added |
| Lowe Wealth Advisors, LLC | 491 | $79.0K | 0.04% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 487 | $79.0K | 0.01% | +81+20.0% | Added |
| West Oak Capital, LLC | 500 | $81.0K | 0.03% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $81.0K | 0.04% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 521 | $84.2K | 0.01% | +521 | New |
| Strategic Blueprint, LLC | 524 | $85.0K | 0.01% | +524 | New |
| MUFG Americas Holdings Corp | 540 | $87.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 543 | $88.0K | 0.02% | −15−2.7% | Reduced |
| Newfound Research LLC | 544 | $88.0K | 0.17% | +36+7.1% | Added |
| Penserra Capital Management LLC | 556 | $89.0K | 0.00% | +273+96.5% | Added |
| Hanson & Doremus Investment Management | 700 | $92.0K | 0.03% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 619 | $100.0K | 0.01% | +60+10.7% | Added |
| Centaurus Financial, Inc. | 625 | $101.0K | 0.01% | +625 | New |
| Whittier Trust Co of Nevada Inc | 653 | $105.0K | 0.00% | +32+5.2% | Added |
| S.A. Mason LLC | 675 | $109.0K | 0.07% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 705 | $114.0K | 0.02% | +705 | New |
| Toth Financial Advisory Corp | 770 | $124.0K | 0.02% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 773 | $125.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 789 | $127.0K | 0.01% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 878 | $142.0K | 0.00% | +48+5.8% | Added |
| Hexagon Capital Partners LLC | 942 | $152.0K | 0.04% | +239+34.0% | Added |
| Proequities, Inc. | 961 | $156.0K | 0.01% | −12−1.2% | Reduced |
| CX Institutional | 1,072 | $173.0K | 0.01% | +36+3.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,102 | $178.0K | 0.00% | +1+0.1% | Added |
| Agf Investments Inc. | 1,164 | $188.0K | 0.00% | −138−10.6% | Reduced |
| Concord Wealth Partners | 1,161 | $188.0K | 0.05% | +126+12.2% | Added |
| DuPont Capital Management Corp | 1,190 | $192.0K | 0.00% | −5,317−81.7% | Reduced |
| Empirical Finance, LLC | 1,241 | $200.0K | 0.03% | +1,241 | New |
| Key Financial Inc | 1,156 | $201.0K | 0.11% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 1,250 | $202.0K | 0.08% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 1,261 | $203.0K | 0.13% | +1,261 | New |
| Main Street Research LLC | 1,266 | $204.0K | 0.02% | +1,266 | New |
| Orser Capital Management, LLC | 1,260 | $204.0K | 0.11% | +1,260 | New |
| IFP Advisors, Inc | 1,288 | $206.0K | 0.00% | +817+173.5% | Added |
| Personal Capital Advisors Corp | 1,274 | $206.0K | 0.00% | +1,274 | New |
| Aries Wealth Management | 1,276 | $206.0K | 0.09% | +1,276 | New |
| GPS Wealth Strategies Group, LLC | 1,289 | $208.0K | 0.05% | +285+28.4% | Added |
| Integrated Advisors Network LLC | 1,287 | $208.0K | 0.02% | +1,287 | New |
| Independent Financial Group, LLC | 1,289 | $208.2K | 0.02% | +1,289 | New |
| RMB Capital Management, LLC | 1,314 | $212.0K | 0.01% | +1,314 | New |
| Bryn Mawr Trust Co | 1,325 | $214.0K | 0.01% | 00.0% | Unchanged |
| Capula Management Ltd | 1,327 | $214.0K | 0.04% | +1,327 | New |
| Cascadia Advisory Services, LLC | 1,326 | $214.0K | 0.05% | +1,326 | New |
| Meeder Asset Management Inc | 1,336 | $216.0K | 0.01% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 1,350 | $218.0K | 0.09% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 1,368 | $221.0K | 0.03% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 1,376 | $222.0K | 0.05% | 00.0% | Unchanged |
| First Bank & Trust | 1,378 | $223.0K | 0.11% | −95−6.4% | Reduced |
| Pearl River Capital, LLC | 1,379 | $223.0K | 0.06% | +1,379 | New |
| Ieq Capital, LLC | 1,392 | $225.0K | 0.01% | +1,392 | New |
| Connecticut Wealth Management, LLC | 1,397 | $226.0K | 0.02% | −390−21.8% | Reduced |
| Campion Asset Management LLC | 1,410 | $228.0K | 0.19% | −240−14.5% | Reduced |
| Moody Aldrich Partners LLC | 1,413 | $228.0K | 0.03% | −20−1.4% | Reduced |
| River Wealth Advisors LLC | 1,409 | $228.0K | 0.04% | 00.0% | Unchanged |
| 6 Meridian | 1,419 | $229.0K | 0.02% | −50−3.4% | Reduced |
| Tower Research Capital LLC (TRC) | 1,426 | $230.0K | 0.01% | −9,693−87.2% | Reduced |
| Raymond James Trust N.A. | 1,425 | $230.0K | 0.01% | −108−7.0% | Reduced |
| San Francisco Sentry Investment Group (Ca) | 1,432 | $231.0K | 0.12% | −8−0.6% | Reduced |
| Pinnacle Associates Ltd | 1,430 | $231.0K | 0.00% | +17+1.2% | Added |
| Optas, LLC | 1,449 | $234.0K | 0.07% | +6+0.4% | Added |
| Foresight Wealth Management, LLC | 1,452 | $235.0K | 0.10% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 1,461 | $236.0K | 0.05% | 00.0% | Unchanged |
| Verition Fund Management LLC | 1,458 | $236.0K | 0.00% | +1,458 | New |
| Procyon Private Wealth Partners, LLC | 1,478 | $239.0K | 0.07% | 00.0% | Unchanged |
| Keybank National Association | 1,491 | $241.0K | 0.00% | −6−0.4% | Reduced |
| Buckingham Capital Management, Inc. | 1,500 | $242.0K | 0.04% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 1,500 | $242.0K | 0.08% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 1,508 | $243.0K | 0.00% | +42+2.9% | Added |
| Pathstone Family Office, LLC | 1,502 | $243.0K | 0.01% | +1,502 | New |
| Gofen & Glossberg LLC | 1,511 | $244.0K | 0.01% | +1+0.1% | Added |
| Davis R M Inc | 1,534 | $248.0K | 0.01% | +179+13.2% | Added |
| Signaturefd, LLC | 1,541 | $249.0K | 0.01% | +279+22.1% | Added |
| Moors & Cabot, Inc. | 1,563 | $252.0K | 0.02% | −1−0.1% | Reduced |
| Ascent Wealth Partners, LLC | 1,562 | $252.0K | 0.05% | +120+8.3% | Added |
| First Manhattan Co | 1,572 | $253.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,586 | $256.0K | 0.01% | −96−5.7% | Reduced |
| Avantax Advisory Services, Inc. | 1,585 | $256.0K | 0.00% | +16+1.0% | Added |
| Tuttle Tactical Management | 1,611 | $260.0K | 0.12% | +1,611 | New |
| Arcadia Investment Management Corp | 1,617 | $261.0K | 0.05% | 00.0% | Unchanged |
| CWM, LLC | 1,626 | $263.0K | 0.00% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 1,632 | $264.0K | 0.06% | +120+7.9% | Added |