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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.

Institutional holdersQ2 2021: 787 institutions
Q1 2021: 771 institutionsQ2 2021: 787 institutionsQ3 2021: 791 institutionsQ4 2021: 821 institutionsQ1 2022: 777 institutionsQ2 2022: 764 institutionsQ3 2022: 791 institutionsQ4 2022: 785 institutionsQ1 2023: 793 institutionsQ2 2023: 817 institutionsQ3 2023: 854 institutionsQ4 2023: 921 institutionsQ1 2024: 940 institutionsQ2 2024: 930 institutionsQ3 2024: 1,016 institutionsQ4 2024: 1,054 institutionsQ1 2025: 1,109 institutionsQ2 2025: 1,098 institutionsQ3 2025: 1,105 institutionsQ4 2025: 1,136 institutionsQ1 2026: 1,064 institutionsQ2 2026: 1,023 institutions
Value heldQ2 2021: $16.3B
Q1 2021: $15.3BQ2 2021: $16.3BQ3 2021: $16.8BQ4 2021: $18.6BQ1 2022: $15.8BQ2 2022: $14.6BQ3 2022: $14.9BQ4 2022: $13.9BQ1 2023: $15.4BQ2 2023: $17.5BQ3 2023: $18.8BQ4 2023: $21.8BQ1 2024: $21.5BQ2 2024: $20.9BQ3 2024: $22.4BQ4 2024: $23.6BQ1 2025: $25.5BQ2 2025: $25.5BQ3 2025: $25.1BQ4 2025: $23.8BQ1 2026: $18.0BQ2 2026: $14.9B
Institutions holding BR and their total value by quarter
QuarterHoldersValue
Q2 20261,023$14.9B
Q1 20261,064$18.0B
Q4 20251,136$23.8B
Q3 20251,105$25.1B
Q2 20251,098$25.5B
Q1 20251,109$25.5B
Q4 20241,054$23.6B
Q3 20241,016$22.4B
Q2 2024930$20.9B
Q1 2024940$21.5B
Q4 2023921$21.8B
Q3 2023854$18.8B
Q2 2023817$17.5B
Q1 2023793$15.4B
Q4 2022785$13.9B
Q3 2022791$14.9B
Q2 2022764$14.6B
Q1 2022777$15.8B
Q4 2021821$18.6B
Q3 2021791$16.8B
Q2 2021787$16.3B
Q1 2021771$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.

Institutions holding BR in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
MD Financial Management Inc.17,324$2.80M0.08%+8,331+92.6%Added
Advisory Services Network, LLC17,492$2.83M0.09%+176+1.0%Added
Panagora Asset Management Inc17,648$2.85M0.02%+1,846+11.7%Added
AlphaCrest Capital Management LLC17,732$2.86M0.12%+11,108+167.7%Added
Holocene Advisors, LP17,806$2.88M0.02%−3,903−18.0%Reduced
CIBC World Markets Corp17,909$2.89M0.02%−2,448−12.0%Reduced
Long Road Investment Counsel, LLC17,950$2.90M1.27%00.0%Unchanged
Coldstream Capital Management Inc17,948$2.90M0.12%+10,551+142.6%Added
Cidel Asset Management Inc18,087$2.92M0.12%+190+1.1%Added
PFG Advisors18,105$2.92M0.34%−40.0%Reduced
Public Sector Pension Investment Board18,200$2.94M0.02%+7,250+66.2%Added
Federated Hermes, Inc.18,285$2.95M0.01%−13,305−42.1%Reduced
Mackay Shields LLC18,355$2.96M0.03%−951−4.9%Reduced
Garrison Asset Management, LLC18,653$3.01M1.82%−139−0.7%Reduced
D. E. Shaw & Co., Inc.18,656$3.01M0.00%−55,638−74.9%Reduced
Xponance, Inc.18,682$3.02M0.06%+361+2.0%Added
Daiwa Securities Group Inc.18,753$3.03M0.02%−1,614−7.9%Reduced
Fiera Capital Corp18,760$3.03M0.01%+410+2.2%Added
Qube Research & Technologies Ltd18,776$3.03M0.04%+18,776New
M&T Bank Corp18,998$3.07M0.01%−1,670−8.1%Reduced
Metropolitan Life Insurance Co19,084$3.08M0.04%−1,048−5.2%Reduced
Texas Permanent School Fund19,292$3.12M0.04%−45−0.2%Reduced
First Republic Investment Management, Inc.19,603$3.17M0.01%−3,891−16.6%Reduced
Appleton Partners Inc19,676$3.18M0.27%+1,007+5.4%Added
Great Lakes Advisors, LLC20,144$3.25M0.05%+1,601+8.6%Added
HighTower Trust Services, LTA20,268$3.27M0.40%−14−0.1%Reduced
Guggenheim Capital LLC20,348$3.29M0.02%+2,229+12.3%Added
Three Peaks Capital Management, LLC20,383$3.29M1.01%+602+3.0%Added
Burney Co20,653$3.34M0.16%+52+0.3%Added
Bank of Nova Scotia20,666$3.34M0.01%−4,451−17.7%Reduced
Skandinaviska Enskilda Banken AB (publ)21,246$3.43M0.02%−167−0.8%Reduced
Janney Montgomery Scott LLC21,245$3.43M0.02%+699+3.4%Added
KBC Group NV21,442$3.46M0.01%−259−1.2%Reduced
Alberta Investment Management Corp21,500$3.47M0.03%−3,500−14.0%Reduced
DnB Asset Management AS21,671$3.50M0.02%+4,174+23.9%Added
Vestcor Inc21,702$3.51M0.12%−555−2.5%Reduced
Utah Retirement Systems21,991$3.55M0.05%+100+0.5%Added
Brown Capital Management LLC22,157$3.58M0.03%+1,158+5.5%Added
Fruth Investment Management22,332$3.61M1.08%−64−0.3%Reduced
Griffin Asset Management, Inc.22,336$3.61M0.43%+50+0.2%Added
Connor, Clark & Lunn Investment Management Ltd.23,017$3.72M0.02%+23,017New
Nomura Asset Management Co Ltd23,233$3.75M0.02%−435−1.8%Reduced
American Money Management, LLC23,260$3.76M1.27%+557+2.5%Added
TownSquare Capital, LLC22,918$3.77M0.12%+1,878+8.9%Added
Achmea Investment Management B.V.23,412$3.78M0.13%+411+1.8%Added
Cynosure Management, LLC23,552$3.80M2.95%+88+0.4%Added
Commonwealth Equity Services, LLC23,640$3.82M0.01%+749+3.3%Added
Gulf International Bank (UK) Ltd23,647$3.82M0.05%00.0%Unchanged
Security National Bank23,815$3.85M1.01%−372−1.5%Reduced
Ci Investments Inc.23,976$3.87M0.01%−154−0.6%Reduced
Oregon Public Employees Retirement Fund23,991$3.88M0.04%+2,430+11.3%Added
Intrust Bank NA24,977$4.03M0.54%−489−1.9%Reduced
Brinker Capital Investments, LLC25,497$4.12M0.05%−14,393−36.1%Reduced
Parsons Capital Management Inc25,788$4.17M0.32%−272−1.0%Reduced
Comerica Bank24,759$4.30M0.03%−9,847−28.5%Reduced
HRT Financial LP26,833$4.33M0.04%+26,833New
MetLife Investment Management26,923$4.35M0.04%−671−2.4%Reduced
GHP Investment Advisors, Inc.27,106$4.38M0.35%+2,255+9.1%Added
M&G Investment Management Ltd27,192$4.41M0.02%−41,757−60.6%Reduced
Institutional & Family Asset Management, LLC27,407$4.43M0.73%+3,962+16.9%Added
Gotham Asset Management, LLC27,545$4.45M0.19%−59−0.2%Reduced
SG Americas Securities, LLC27,622$4.46M0.02%−2,835−9.3%Reduced
Berger Financial Group, Inc27,638$4.46M0.81%+901+3.4%Added
Zurcher Kantonalbank (Zurich Cantonalbank)27,889$4.50M0.03%−588−2.1%Reduced
Northstar Group, Inc.28,016$4.53M1.18%+1,263+4.7%Added
Amalgamated Bank28,036$4.53M0.04%+20,992+298.0%Added
Railway Pension Investments Ltd28,112$4.54M0.04%00.0%Unchanged
Progressive Investment Management Corp29,016$4.69M1.46%−103−0.4%Reduced
Goelzer Investment Management, Inc.29,107$4.70M0.39%−633−2.1%Reduced
Brown Advisory Inc29,635$4.79M0.01%−300−1.0%Reduced
Handelsbanken Fonder AB29,761$4.81M0.03%+1,060+3.7%Added
Fifth Third Bancorp30,052$4.85M0.02%−50,843−62.9%Reduced
SRN Advisors, LLC30,252$4.89M1.66%+3,578+13.4%Added
Cullen/Frost Bankers, Inc.30,858$4.99M0.10%−403−1.3%Reduced
Federation des caisses Desjardins du Quebec31,947$5.15M0.05%00.0%Unchanged
Natixis32,218$5.20M0.02%+32,218New
DekaBank Deutsche Girozentrale32,399$5.23M0.02%−3,360−9.4%Reduced
Buffington Mohr McNeal32,483$5.25M1.03%+12,854+65.5%Added
Arizona State Retirement System32,730$5.29M0.04%−606−1.8%Reduced
Greenleaf Trust32,892$5.31M0.07%−600−1.8%Reduced
Amica Mutual Insurance Co33,174$5.36M0.57%00.0%Unchanged
Captrust Financial Advisors33,119$5.37M0.05%+143+0.4%Added
Bell Asset Management Ltd33,261$5.37M1.05%−7,887−19.2%Reduced
Swiss Life Asset Management Ltd31,603$5.43M0.07%+2,160+7.3%Added
HighTower Advisors, LLC33,918$5.48M0.02%+351+1.0%Added
O'Brien Greene & Co. Inc34,298$5.54M1.98%+188+0.6%Added
Covington Investment Advisors Inc.34,975$5.65M1.24%−321−0.9%Reduced
Allianz Asset Management GmbH36,098$5.83M0.01%−3,977−9.9%Reduced
Marks Group Wealth Management, Inc36,101$5.83M0.80%+531+1.5%Added
American International Group, Inc.36,614$5.91M0.02%−810−2.2%Reduced
Mattern Capital Management, LLC36,707$5.93M1.17%+1,230+3.5%Added
Aviva PLC37,441$6.05M0.03%−8,873−19.2%Reduced
Aptus Capital Advisors, LLC37,736$6.10M0.28%+5,985+18.8%Added
US Bancorp38,031$6.14M0.01%+1,056+2.9%Added
Hantz Financial Services, Inc.39,061$6.31M0.23%+278+0.7%Added
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund39,717$6.42M0.06%+5,300+15.4%Added
Fulton Breakefield Broenniman LLC40,269$6.50M0.56%+40,269New
Santa Monica Partners LP40,793$6.59M4.11%00.0%Unchanged
Hamilton Point Investment Advisors, LLC41,179$6.67M1.81%−218−0.5%Reduced
Royal London Asset Management Ltd41,708$6.74M0.03%−3,982−8.7%Reduced