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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
LS Investment Advisors, LLC0$00.00%−4,338−100.0%Sold out
Teza Capital Management LLC0$00.00%−4,204−100.0%Sold out
Lombard Odier Asset Management (Europe) Ltd0$00.00%−3,535−100.0%Sold out
Quantitative Investment Management, LLC0$00.00%−3,389−100.0%Sold out
Legacy Capital Wealth Partners, LLC0$00.00%−3,243−100.0%Sold out
Krane Funds Advisors LLC0$00.00%−3,007−100.0%Sold out
J.W. Cole Advisors, Inc.0$00.00%−2,961−100.0%Sold out
Voya Financial Advisors, Inc.0$00.00%−2,901−100.0%Sold out
Capital Bank & Trust Co0$00.00%−2,500−100.0%Sold out
Bel Air Investment Advisors LLC0$00.00%−2,304−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−1,975−100.0%Sold out
Wealthspire Advisors, LLC0$00.00%−1,892−100.0%Sold out
New England Research & Management, Inc.0$00.00%−1,875−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−1,782−100.0%Sold out
Virtu Financial LLC0$00.00%−1,679−100.0%Sold out
Segall Bryant & Hamill, LLC0$00.00%−1,679−100.0%Sold out
Patron Partners Advisors, LLC0$00.00%−1,642−100.0%Sold out
Innovative Portfolios LLC0$00.00%−1,617−100.0%Sold out
RiverFront Investment Group, LLC0$00.00%−1,604−100.0%Sold out
Bank of Hawaii0$00.00%−1,587−100.0%Sold out
Simplex Trading, LLC0$00.00%−1,478−100.0%Sold out
Prio Wealth Limited Partnership0$00.00%−1,388−100.0%Sold out
Financial Counselors Inc0$00.00%−1,328−100.0%Sold out
Financial Advocates Investment Management0$00.00%−1,314−100.0%Sold out
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors0$00.00%−1,308−100.0%Sold out
Allred Capital Management, LLC0$00.00%−1,014−100.0%Sold out
Migdal Insurance & Financial Holdings Ltd.0$00.00%−875−100.0%Sold out
Eudaimonia Partners, LLC0$00.00%−848−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−380−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−175−100.0%Sold out
Ameritas Investment Company, LLC0$00.00%−169−100.0%Sold out
RMR Wealth Builders0$00.00%−166−100.0%Sold out
Alpha Paradigm Partners, LLC0$00.00%−152−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−146−100.0%Sold out
Mascoma Wealth Management LLC0$00.00%−111−100.0%Sold out
Sun Life Financial INC0$00.00%−69−100.0%Sold out
Security National Trust Co0$00.00%−55−100.0%Sold out
McIlrath & Eck, LLC0$00.00%−50−100.0%Sold out
WealthShield Partners, LLC0$00.00%−52−100.0%Sold out
Canton Hathaway, LLC0$00.00%−48−100.0%Sold out
Center for Financial Planning, Inc.0$00.00%−48−100.0%Sold out
Retirement Group, LLC0$00.00%−30−100.0%Sold out
Atlas Private Wealth Advisors0$00.00%−20−100.0%Sold out
Harel Insurance Investments & Financial Services Ltd.0$00.00%−46−100.0%Sold out
Waddell & Reed Financial Inc––––Not filed
Amundi Asset Management US, Inc.––––Not filed
BBVA USA Bancshares, Inc.––––Not filed
Bokf, NA––––Not filed
E Fund Management Co., Ltd.––––Not filed
Sullivan, Bruyette, Speros & Blaney, LLC––––Not filed
CSat Investment Advisory, L.P.––––Not filed