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 |
|---|---|---|---|---|---|
| Wealthfront Advisers LLC | 7,143 | $1.15M | 0.01% | +4,262+147.9% | Added |
| STRS Ohio | 7,195 | $1.16M | 0.00% | −694−8.8% | Reduced |
| Louisiana State Employees Retirement System | 7,200 | $1.16M | 0.03% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 6,821 | $1.18M | 0.27% | −61−0.9% | Reduced |
| Sepio Capital, LP | 7,335 | $1.19M | 0.10% | −1,078−12.8% | Reduced |
| Sompo Asset Management Co., Ltd. | 7,360 | $1.19M | 0.24% | −2,300−23.8% | Reduced |
| Occudo Quantitative Strategies LP | 7,481 | $1.21M | 0.18% | +7,481 | New |
| Meiji Yasuda Asset Management Co Ltd. | 7,500 | $1.21M | 0.06% | +110+1.5% | Added |
| Dividend Assets Capital, LLC | 7,630 | $1.23M | 0.24% | −1,270−14.3% | Reduced |
| Investment Management of Virginia LLC | 7,700 | $1.24M | 0.24% | −967−11.2% | Reduced |
| New Mexico Educational Retirement Board | 7,750 | $1.25M | 0.04% | +500+6.9% | Added |
| CIBC World Markets Inc. | 7,879 | $1.27M | 0.00% | +363+4.8% | Added |
| MUFG Securities EMEA plc | 7,892 | $1.27M | 0.01% | +7,892 | New |
| Dynamic Technology Lab Private Ltd | 8,044 | $1.30M | 0.13% | +8,044 | New |
| Northwestern Mutual Wealth Management Co | 8,063 | $1.30M | 0.00% | +418+5.5% | Added |
| Henshaw Capital LLC | 8,119 | $1.31M | 0.08% | −834−9.3% | Reduced |
| USS Investment Management Ltd | 8,148 | $1.32M | 0.01% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 8,163 | $1.32M | 0.85% | −412−4.8% | Reduced |
| Teamwork Financial Advisors, LLC | 8,187 | $1.32M | 0.27% | −129−1.6% | Reduced |
| Alphasimplex Group, LLC | 8,373 | $1.35M | 0.68% | −2,885−25.6% | Reduced |
| Jacobsen Capital Management | 8,377 | $1.35M | 0.69% | +224+2.7% | Added |
| Swedbank AB | 8,484 | $1.37M | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 8,550 | $1.38M | 0.01% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 8,622 | $1.39M | 0.04% | +1,225+16.6% | Added |
| SNS Financial Group, LLC | 8,723 | $1.41M | 0.18% | −252−2.8% | Reduced |
| Maryland State Retirement & Pension System | 8,751 | $1.44M | 0.05% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 9,054 | $1.46M | 0.28% | −1,651−15.4% | Reduced |
| Dean Investment Associates, LLC | 9,239 | $1.49M | 0.28% | +833+9.9% | Added |
| Cubist Systematic Strategies, LLC | 9,284 | $1.50M | 0.02% | +6,112+192.7% | Added |
| Northwest Investment Counselors, LLC | 9,420 | $1.52M | 0.42% | −100−1.1% | Reduced |
| ING Groep NV | 9,538 | $1.54M | 0.02% | +9,538 | New |
| Kestra Advisory Services, LLC | 9,588 | $1.55M | 0.02% | +366+4.0% | Added |
| Norinchukin Bank, The | 9,599 | $1.55M | 0.02% | −24−0.2% | Reduced |
| Westpac Banking Corp | 9,644 | $1.56M | 0.02% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 9,800 | $1.58M | 0.04% | +28+0.3% | Added |
| Ossiam | 9,263 | $1.61M | 0.04% | +3,381+57.5% | Added |
| Securian Asset Management, Inc | 9,966 | $1.61M | 0.03% | +200+2.0% | Added |
| Mercer Global Advisors Inc | 10,030 | $1.62M | 0.01% | +1,455+17.0% | Added |
| Jennison Associates LLC | 10,142 | $1.64M | 0.00% | −300−2.9% | Reduced |
| Cinctive Capital Management LP | 10,248 | $1.66M | 0.09% | +10,248 | New |
| Atria Investments LLC | 10,301 | $1.66M | 0.03% | −54−0.5% | Reduced |
| Catalyst Capital Advisors LLC | 10,358 | $1.67M | 0.08% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 10,508 | $1.70M | 1.00% | +135+1.3% | Added |
| Zurich Insurance Group Ltd | 10,600 | $1.71M | 0.02% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 10,631 | $1.72M | 0.01% | −1,613−13.2% | Reduced |
| Van Eck Associates Corp | 10,694 | $1.73M | 0.00% | +1,980+22.7% | Added |
| Regency Capital Management Inc. | 10,699 | $1.73M | 1.31% | +6,270+141.6% | Added |
| Sugarloaf Wealth Management, LLC | 10,754 | $1.74M | 0.47% | +626+6.2% | Added |
| Fort, L.P. | 10,854 | $1.75M | 0.51% | −972−8.2% | Reduced |
| Leavell Investment Management, Inc. | 11,475 | $1.76M | 0.14% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 11,006 | $1.78M | 0.47% | +45+0.4% | Added |
| Lantz Financial LLC | 11,056 | $1.79M | 0.92% | −80−0.7% | Reduced |
| Crossmark Global Holdings, Inc. | 11,220 | $1.81M | 0.04% | −2,910−20.6% | Reduced |
| Castellan Group, LLC | 11,300 | $1.82M | 0.77% | +700+6.6% | Added |
| Lee Financial Co | 11,373 | $1.84M | 0.39% | −88−0.8% | Reduced |
| Capital Fund Management S.A. | 11,407 | $1.84M | 0.05% | +11,407 | New |
| Platform Technology Partners | 11,699 | $1.89M | 0.78% | +11,699 | New |
| Steward Partners Investment Advisory, LLC | 11,704 | $1.89M | 0.03% | −997−7.8% | Reduced |
| Tandem Capital Management Corp | 11,760 | $1.90M | 1.20% | −150−1.3% | Reduced |
| Neuberger Berman Group LLC | 13,259 | $1.90M | 0.00% | +425+3.3% | Added |
| American Portfolios Advisors | 11,773 | $1.90M | 0.07% | +761+6.9% | Added |
| SRB Corp | 11,920 | $1.93M | 0.12% | +1,725+16.9% | Added |
| Oppenheimer Asset Management Inc. | 12,048 | $1.95M | 0.03% | −357−2.9% | Reduced |
| Stratos Wealth Partners, LTD. | 12,045 | $1.95M | 0.05% | +982+8.9% | Added |
| Whittier Trust Co | 12,115 | $1.96M | 0.03% | 00.0% | Unchanged |
| Legacy Capital Partners, Inc. | 12,145 | $1.96M | 0.70% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 12,205 | $1.97M | 0.53% | −185−1.5% | Reduced |
| Hartford Investment Management Co | 12,245 | $1.98M | 0.05% | −382−3.0% | Reduced |
| Princeton Global Asset Management LLC | 12,362 | $2.00M | 0.61% | +808+7.0% | Added |
| Private Advisor Group, LLC | 12,561 | $2.03M | 0.02% | +674+5.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 12,623 | $2.04M | 0.01% | +570+4.7% | Added |
| Buckhead Capital Management LLC | 12,666 | $2.05M | 0.45% | −30−0.2% | Reduced |
| Pacer Advisors, Inc. | 12,871 | $2.08M | 0.03% | +4,786+59.2% | Added |
| R.m.sincerbeaux Capital Management LLC | 12,900 | $2.08M | 1.32% | 00.0% | Unchanged |
| AE Wealth Management LLC | 13,401 | $2.17M | 0.02% | −4,354−24.5% | Reduced |
| Tudor Investment Corp Et Al | 13,455 | $2.17M | 0.04% | +13,455 | New |
| Aureus Asset Management, LLC | 13,603 | $2.20M | 0.14% | +2,760+25.5% | Added |
| Cypress Capital Management LLC | 13,705 | $2.21M | 0.29% | +465+3.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 13,804 | $2.23M | 0.11% | +148+1.1% | Added |
| Siemens Fonds Invest GmbH | 13,960 | $2.25M | 0.27% | +1,923+16.0% | Added |
| HBK Sorce Advisory LLC | 14,001 | $2.26M | 0.12% | −395−2.7% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 14,275 | $2.31M | 0.36% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 14,331 | $2.31M | 0.28% | −251−1.7% | Reduced |
| Fulcrum Asset Management LLP | – | $2.34M | 0.98% | – | – |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,549 | $2.35M | 0.03% | +66+0.5% | Added |
| Oxbow Advisors, LLC | 14,736 | $2.38M | 0.25% | −255−1.7% | Reduced |
| Tributary Capital Management, LLC | 14,740 | $2.38M | 0.18% | +1,689+12.9% | Added |
| Marshall Wace, LLP | 14,878 | $2.40M | 0.01% | +14,878 | New |
| Mutual of America Capital Management LLC | 15,150 | $2.45M | 0.02% | +155+1.0% | Added |
| Ceera Investments, LLC | 15,192 | $2.45M | 1.86% | 00.0% | Unchanged |
| SEI Investments Co | 15,976 | $2.48M | 0.01% | +3,068+23.8% | Added |
| Canada Pension Plan Investment Board | 15,392 | $2.49M | 0.00% | +12,005+354.4% | Added |
| Public Employees Retirement Association of Colorado | 15,503 | $2.50M | 0.01% | 00.0% | Unchanged |
| Creative Planning | 15,567 | $2.52M | 0.00% | −2,161−12.2% | Reduced |
| IFM Investors Pty Ltd | 15,580 | $2.52M | 0.05% | +3,541+29.4% | Added |
| Bowling Portfolio Management LLC | 15,607 | $2.52M | 0.56% | +338+2.2% | Added |
| Brown Advisory Securities, LLC | 15,611 | $2.52M | 0.39% | 00.0% | Unchanged |
| Millennium Management LLC | 16,332 | $2.64M | 0.00% | −12,835−44.0% | Reduced |
| Bridges Investment Management Inc | 16,400 | $2.65M | 0.08% | 00.0% | Unchanged |
| First Hawaiian Bank | 16,935 | $2.74M | 0.11% | −9−0.1% | Reduced |