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 |
|---|---|---|---|---|---|
| Geneva Capital Management LLC | 185,551 | $30.0M | 0.49% | −9,667−5.0% | Reduced |
| Renaissance Technologies LLC | 186,100 | $30.1M | 0.04% | +186,100 | New |
| NN Investment Partners Holdings N.V. | 186,309 | $30.1M | 0.16% | +5,365+3.0% | Added |
| Credit Suisse AG | 191,809 | $31.1M | 0.02% | −132,126−40.8% | Reduced |
| National Pension Service | 194,373 | $31.4M | 0.06% | +784+0.4% | Added |
| Boston Private Wealth LLC | 196,686 | $31.8M | 0.40% | −1,735−0.9% | Reduced |
| LPL Financial LLC | 197,037 | $31.8M | 0.03% | +10,047+5.4% | Added |
| Loomis Sayles & Co L P | 198,229 | $32.0M | 0.04% | +7,787+4.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 199,807 | $32.3M | 0.12% | −123−0.1% | Reduced |
| FIL Ltd | 203,308 | $32.8M | 0.04% | −841−0.4% | Reduced |
| Rhumbline Advisers | 203,842 | $32.9M | 0.04% | −10,104−4.7% | Reduced |
| PGGM Investments | 206,143 | $33.3M | 0.14% | +162+0.1% | Added |
| California State Teachers Retirement System | 208,624 | $33.7M | 0.04% | −7,281−3.4% | Reduced |
| State of Michigan Retirement System | 210,139 | $33.9M | 0.20% | +181,100+623.6% | Added |
| Royal Bank of Canada | 214,294 | $34.6M | 0.01% | +10,190+5.0% | Added |
| Mackenzie Financial Corp | 215,746 | $34.8M | 0.05% | −71,959−25.0% | Reduced |
| Amundi | 217,905 | $35.2M | 0.02% | +217,905 | New |
| Eaton Vance Management | 218,063 | $35.2M | 0.05% | +1,316+0.6% | Added |
| HM Payson & Co | 220,108 | $35.6M | 0.87% | +7,184+3.4% | Added |
| UBS Group AG | 220,717 | $35.7M | 0.02% | +56,916+34.7% | Added |
| Envestnet Asset Management Inc | 222,321 | $35.9M | 0.02% | −24,145−9.8% | Reduced |
| Truist Financial Corp | 226,188 | $36.5M | 0.06% | −70,267−23.7% | Reduced |
| Ensemble Capital Management, LLC | 235,773 | $38.1M | 3.23% | +277+0.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 239,141 | $38.6M | 0.39% | −4,750−1.9% | Reduced |
| Raymond James & Associates | 247,921 | $40.0M | 0.04% | +15,049+6.5% | Added |
| 1832 Asset Management L.P. | 251,292 | $40.7M | 0.08% | +86,750+52.7% | Added |
| Commerce Bank | 261,523 | $42.2M | 0.30% | +863+0.3% | Added |
| Ameriprise Financial Inc | 275,586 | $44.6M | 0.01% | +11,695+4.4% | Added |
| Balyasny Asset Management LLC | 290,631 | $46.9M | 0.26% | +290,631 | New |
| GW&K Investment Management, LLC | 301,028 | $48.6M | 0.42% | −254−0.1% | Reduced |
| London Co of Virginia | 314,775 | $50.8M | 0.27% | +45,394+16.9% | Added |
| Douglas Lane & Associates, LLC | 319,512 | $51.6M | 0.72% | +5,861+1.9% | Added |
| CIBC Private Wealth Group, LLC | 322,877 | $52.2M | 0.12% | +25,966+8.7% | Added |
| King Luther Capital Management Corp | 327,194 | $52.9M | 0.26% | +7,829+2.5% | Added |
| Goldman Sachs Group Inc | 327,959 | $53.0M | 0.01% | +35,835+12.3% | Added |
| Schroder Investment Management Group | 341,659 | $55.2M | 0.07% | +101,258+42.1% | Added |
| Deutsche Bank AG | 349,525 | $56.5M | 0.03% | +21,782+6.6% | Added |
| JPMorgan Chase & Co | 371,879 | $60.1M | 0.01% | −66,536−15.2% | Reduced |
| Boston Financial Mangement LLC | 396,466 | $64.0M | 2.59% | +4,869+1.2% | Added |
| Fenimore Asset Management Inc | 420,060 | $67.9M | 1.64% | +10,665+2.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 427,935 | $69.1M | 0.04% | −23,615−5.2% | Reduced |
| Parametric Portfolio Associates LLC | 431,895 | $69.8M | 0.04% | +6,940+1.6% | Added |
| Rathbone Brothers plc | 435,100 | $70.3M | 0.78% | +72,100+19.9% | Added |
| First Trust Advisors LP | 461,512 | $74.5M | 0.08% | +861+0.2% | Added |
| Schwartz Investment Counsel Inc | 461,750 | $74.6M | 3.00% | −14,000−2.9% | Reduced |
| Swiss National Bank | 472,382 | $76.3M | 0.05% | −404,607−46.1% | Reduced |
| Caisse de Depot Et Placement du Quebec | 493,996 | $79.8M | 0.17% | +483,395+4,559.9% | Added |
| Nuveen Asset Management, LLC | 494,643 | $79.9M | 0.02% | −65,603−11.7% | Reduced |
| Ninety One UK Ltd | 500,173 | $80.8M | 0.21% | −26,244−5.0% | Reduced |
| Bristol Gate Capital Partners Inc. | 522,347 | $84.4M | 4.42% | +63,101+13.7% | Added |
| Charles Schwab Investment Management Inc | 523,517 | $84.6M | 0.03% | +12,867+2.5% | Added |
| Alta Capital Management LLC | 546,958 | $88.3M | 2.54% | −5,665−1.0% | Reduced |
| Anchor Capital Advisors LLC | 550,246 | $88.9M | 1.79% | −860−0.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 555,386 | $89.7M | 0.22% | +44,645+8.7% | Added |
| Alliancebernstein L.P. | 584,905 | $94.5M | 0.04% | −16,813−2.8% | Reduced |
| Baird Financial Group, Inc. | 585,290 | $94.5M | 0.25% | +56,450+10.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 598,191 | $96.6M | 0.20% | −24,921−4.0% | Reduced |
| UBS Asset Management Americas Inc | 622,707 | $100.6M | 0.04% | +20,246+3.4% | Added |
| Morgan Stanley | 628,127 | $101.5M | 0.01% | +118,240+23.2% | Added |
| Veritas Investment Partners (UK) Ltd. | 653,277 | $105.5M | 3.83% | +37,190+6.0% | Added |
| Fayez Sarofim & Co | 760,590 | $122.9M | 0.41% | −19,191−2.5% | Reduced |
| Bank of America Corp | 765,002 | $123.6M | 0.01% | +43,785+6.1% | Added |
| Dimensional Fund Advisors LP | 802,845 | $129.7M | 0.04% | +13,511+1.7% | Added |
| Norges Bank | 805,909 | $130.2M | 0.03% | −267,928−25.0% | Reduced |
| Confluence Investment Management LLC | 809,526 | $130.8M | 1.74% | −1,394−0.2% | Reduced |
| Bahl & Gaynor Inc | 831,701 | $134.3M | 0.82% | −64,454−7.2% | Reduced |
| Franklin Resources Inc | 870,183 | $140.6M | 0.05% | −27,730−3.1% | Reduced |
| Parnassus Investments | 878,338 | $141.9M | 0.31% | +737,057+521.7% | Added |
| California Public Employees Retirement System | 889,176 | $143.6M | 0.11% | −11,066−1.2% | Reduced |
| Legal & General Group Plc | 1,003,032 | $162.0M | 0.05% | +65,441+7.0% | Added |
| Bank of New York Mellon Corp | 1,130,756 | $182.7M | 0.04% | +5,841+0.5% | Added |
| Macquarie Group Ltd | 1,200,831 | $194.0M | 0.16% | +1,190,846+11,926.3% | Added |
| Barclays PLC | 1,240,232 | $200.3M | 0.16% | +84,375+7.3% | Added |
| Atlanta Capital Management Co L L C | 1,264,841 | $204.3M | 0.70% | −219,773−14.8% | Reduced |
| Northern Trust Corp | 1,294,651 | $209.1M | 0.04% | −3,182−0.2% | Reduced |
| Invesco Ltd. | 1,310,862 | $211.7M | 0.05% | −92,871−6.6% | Reduced |
| Wells Fargo & Company | 1,572,770 | $254.1M | 0.06% | −12,318−0.8% | Reduced |
| Jensen Investment Management Inc | 1,947,670 | $314.6M | 2.38% | −15,252−0.8% | Reduced |
| Geode Capital Management, LLC | 2,069,152 | $333.3M | 0.05% | +44,947+2.2% | Added |
| APG Asset Management N.V. | 4,036,853 | $549.9M | 0.93% | +1000.0% | Added |
| Baillie Gifford & Co | 4,116,334 | $664.9M | 0.32% | +83,050+2.1% | Added |
| Price T Rowe Associates Inc | 4,811,623 | $777.2M | 0.07% | +112,745+2.4% | Added |
| State Street Corp | 4,846,335 | $785.6M | 0.04% | +16,629+0.3% | Added |
| Janus Henderson Group PLC | 6,078,082 | $981.8M | 0.42% | −316,242−4.9% | Reduced |
| BlackRock Inc. | 9,196,210 | $1.49B | 0.04% | −270,995−2.9% | Reduced |
| Vanguard Group Inc | 13,346,114 | $2.16B | 0.05% | −15,240−0.1% | Reduced |
| Sofos Investments, Inc. | 87 | – | – | −3−3.3% | Reduced |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −283,543−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −43,877−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −36,115−100.0% | Sold out |
| Nippon Life Global Investors Americas, Inc. | 0 | $0 | 0.00% | −34,820−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −21,288−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −12,586−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −10,462−100.0% | Sold out |
| Triangle Securities Wealth Management | 0 | $0 | 0.00% | −6,937−100.0% | Sold out |
| Toews Corp | 0 | $0 | 0.00% | −6,200−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −5,902−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −5,046−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −4,674−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −4,600−100.0% | Sold out |