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 |
|---|---|---|---|---|---|
| Stokes Capital Advisors, LLC | 3,317 | $536.0K | 0.18% | +3,317 | New |
| Illinois Municipal Retirement Fund | 3,356 | $542.0K | 0.02% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 3,354 | $542.0K | 0.11% | +65+2.0% | Added |
| FourThought Financial, LLC | 3,414 | $551.0K | 0.07% | +33+1.0% | Added |
| Signet Financial Management, LLC | 3,426 | $553.0K | 0.19% | +177+5.4% | Added |
| Magnetar Financial LLC | 3,433 | $555.0K | 0.01% | +3,433 | New |
| Exchange Traded Concepts, LLC | 3,454 | $558.0K | 0.02% | +258+8.1% | Added |
| Donaldson Capital Management, LLC | 3,472 | $561.0K | 0.03% | −487−12.3% | Reduced |
| Fiduciary Trust Co | 3,512 | $567.0K | 0.01% | +400+12.9% | Added |
| Gateway Advisory, LLC | 3,583 | $579.0K | 0.12% | 00.0% | Unchanged |
| Bessemer Group Inc | 3,589 | $580.0K | 0.00% | +1,106+44.5% | Added |
| TD Private Client Wealth LLC | 3,678 | $594.1K | 0.03% | −19−0.5% | Reduced |
| Cigna Investments Inc | 3,686 | $595.0K | 0.04% | −550−13.0% | Reduced |
| Huntington National Bank | 3,690 | $596.0K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 3,732 | $603.0K | 0.20% | −1,634−30.5% | Reduced |
| Advisors Capital Management, LLC | 3,814 | $616.0K | 0.02% | +197+5.4% | Added |
| Integrated Wealth Concepts LLC | 3,824 | $618.0K | 0.02% | +3+0.1% | Added |
| Wolverine Trading, LLC | 3,816 | $618.0K | 0.02% | +3,816 | New |
| Simmons Bank | 3,838 | $620.0K | 0.04% | −13−0.3% | Reduced |
| AGF Investments LLC | 3,855 | $623.0K | 0.06% | −579−13.1% | Reduced |
| O'Shares Investment Advisers, LLC | 3,896 | $629.0K | 0.04% | +96+2.5% | Added |
| Sound Financial Strategies Group, LLC | 3,901 | $630.0K | 0.31% | +3,901 | New |
| ETF Managers Group, LLC | 3,924 | $636.0K | 0.01% | +529+15.6% | Added |
| GWM Advisors LLC | 3,958 | $639.0K | 0.02% | −10−0.3% | Reduced |
| Ironwood Investment Counsel, LLC | 9,563 | $639.0K | 0.17% | −7−0.1% | Reduced |
| Ashfield Capital Partners, LLC | 3,966 | $641.0K | 0.05% | −200−4.8% | Reduced |
| Bank Ozk | 4,000 | $646.0K | 0.29% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 4,000 | $648.0K | 0.18% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 4,050 | $654.0K | 0.08% | +39+1.0% | Added |
| Wealthsource Partners, LLC | 4,052 | $655.0K | 0.06% | −3−0.1% | Reduced |
| Prospera Financial Services Inc | 4,064 | $656.0K | 0.03% | −20−0.5% | Reduced |
| Ropes Wealth Advisors LLC | 4,124 | $666.0K | 0.11% | +84+2.1% | Added |
| Gyroscope Capital Management Group, LLC | 4,150 | $670.0K | 0.24% | −97−2.3% | Reduced |
| United Capital Financial Advisers, LLC | 4,204 | $679.0K | 0.00% | −174−4.0% | Reduced |
| Sawtooth Solutions, LLC | 4,225 | $683.0K | 0.14% | +2,333+123.3% | Added |
| Quilter Plc | 4,250 | $687.0K | 0.02% | +774+22.3% | Added |
| Lazard Asset Management LLC | 4,256 | $687.0K | 0.00% | +1,493+54.0% | Added |
| DT Investment Partners, LLC | 4,272 | $690.0K | 0.10% | −200−4.5% | Reduced |
| Accredited Investors Inc. | 4,295 | $694.0K | 0.07% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 4,300 | $695.0K | 0.05% | −1,500−25.9% | Reduced |
| Clarius Group, LLC | 4,401 | $711.0K | 0.06% | +34+0.8% | Added |
| Engineers Gate Manager LP | 4,440 | $717.0K | 0.05% | +1,940+77.6% | Added |
| People's United Financial, Inc. | 4,488 | $725.0K | 0.02% | +1,051+30.6% | Added |
| Wall Street Access Asset Management, LLC | 4,500 | $726.0K | 0.41% | −4,513−50.1% | Reduced |
| Horizon Kinetics Asset Management LLC | 4,564 | $737.0K | 0.02% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 4,624 | $747.0K | 0.01% | −796−14.7% | Reduced |
| Moloney Securities Asset Management, LLC | 4,632 | $748.0K | 0.14% | +295+6.8% | Added |
| Stephens Inc | 4,661 | $753.0K | 0.01% | −64−1.4% | Reduced |
| Richard Bernstein Advisors LLC | 4,673 | $754.0K | 0.02% | 00.0% | Unchanged |
| Wellington Management Group LLP | 4,753 | $768.0K | 0.00% | −2,536−34.8% | Reduced |
| Symmetry Partners, LLC | 4,801 | $776.0K | 0.05% | 00.0% | Unchanged |
| Atlas Private Wealth Management | 4,821 | $779.0K | 0.48% | +512+11.9% | Added |
| Seven Eight Capital, LP | 4,900 | $791.0K | 0.11% | +900+22.5% | Added |
| Prudential PLC | 4,943 | $798.0K | 0.01% | +4,943 | New |
| MML Investors Services, LLC | 4,952 | $800.0K | 0.01% | +879+21.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 4,964 | $802.0K | 0.00% | +690+16.1% | Added |
| Leverage Partners Absolute Return Fund SPC | 5,000 | $808.0K | 0.56% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 5,103 | $824.0K | 0.57% | −73−1.4% | Reduced |
| Cresset Asset Management, LLC | 5,190 | $841.0K | 0.01% | +72+1.4% | Added |
| Candriam Luxembourg S.C.A. | 5,257 | $849.0K | 0.01% | −11,912−69.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 5,274 | $852.0K | 0.01% | +23+0.4% | Added |
| Amica Retiree Medical Trust | 5,447 | $880.0K | 0.56% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 5,490 | $887.0K | 0.07% | +297+5.7% | Added |
| Howland Capital Management LLC | 5,500 | $888.0K | 0.05% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 5,520 | $895.0K | 0.01% | −385−6.5% | Reduced |
| American Century Companies Inc | 5,551 | $897.0K | 0.00% | +895+19.2% | Added |
| Advisor Partners LLC | 5,582 | $902.0K | 0.06% | −96−1.7% | Reduced |
| East Coast Asset Management, LLC. | 5,596 | $904.0K | 0.21% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 5,614 | $907.0K | 0.09% | +1,517+37.0% | Added |
| Cetera Investment Advisers | 5,620 | $908.0K | 0.01% | +1,646+41.4% | Added |
| Guardian Capital LP | 5,655 | $913.0K | 0.02% | −630−10.0% | Reduced |
| Regentatlantic Capital LLC | 5,650 | $913.0K | 0.03% | +2,666+89.3% | Added |
| Forsta Ap-Fonden | 5,700 | $921.0K | 0.01% | −26,800−82.5% | Reduced |
| Enterprise Trust & Investment Co | 5,700 | $921.0K | 0.38% | 00.0% | Unchanged |
| Ergoteles LLC | 5,790 | $935.0K | 0.02% | +5,790 | New |
| Montag & Caldwell, LLC | 5,812 | $939.0K | 0.08% | +204+3.6% | Added |
| CWS Financial Advisors, LLC | 5,850 | $945.0K | 0.38% | −9−0.2% | Reduced |
| TCTC Holdings, LLC | 5,925 | $957.0K | 0.04% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 5,962 | $963.0K | 0.01% | +5,962 | New |
| E. Ohman J:or Asset Management AB | 6,000 | $969.2K | 0.03% | +1,200+25.0% | Added |
| PEAK6 Investments LLC | 6,044 | $976.0K | 0.03% | +6,044 | New |
| Private Trust Co NA | 6,049 | $977.0K | 0.15% | −14−0.2% | Reduced |
| Crawford Investment Counsel Inc | 6,135 | $991.0K | 0.02% | +160+2.7% | Added |
| Wambolt & Associates, LLC | 6,281 | $1.02M | 0.43% | +1,770+39.2% | Added |
| Koshinski Asset Management, Inc. | 6,347 | $1.02M | 0.13% | −1,971−23.7% | Reduced |
| Squarepoint Ops LLC | 6,411 | $1.04M | 0.01% | +6,411 | New |
| EFG Asset Management (Americas) Corp. | 6,437 | $1.04M | 0.19% | +335+5.5% | Added |
| Spears Abacus Advisors LLC | 6,460 | $1.04M | 0.07% | 00.0% | Unchanged |
| Change Path, LLC | 6,506 | $1.05M | 0.06% | +1,110+20.6% | Added |
| National Asset Management, Inc. | 6,671 | $1.06M | 0.03% | −327−4.7% | Reduced |
| Clarkston Capital Partners, LLC | 6,650 | $1.07M | 0.02% | 00.0% | Unchanged |
| Welch & Forbes LLC | 6,681 | $1.08M | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 6,753 | $1.09M | 0.01% | +5,909+700.1% | Added |
| Kentucky Retirement Systems | 6,762 | $1.09M | 0.05% | −138−2.0% | Reduced |
| Roundview Capital LLC | 6,832 | $1.10M | 0.12% | +1,566+29.7% | Added |
| Suncoast Equity Management | 6,855 | $1.11M | 0.14% | +400+6.2% | Added |
| Hilltop Holdings Inc. | 6,878 | $1.11M | 0.13% | +114+1.7% | Added |
| Spire Wealth Management | 6,889 | $1.11M | 0.03% | −8,186−54.3% | Reduced |
| Altium Wealth Management LLC | 6,925 | $1.12M | 0.08% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 6,967 | $1.13M | 0.15% | +392+6.0% | Added |