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 |
|---|---|---|---|---|---|
| Bank of Montreal | 143,310 | $23.2M | 0.01% | +21,232+17.4% | Added |
| Copeland Capital Management, LLC | 143,011 | $23.1M | 0.69% | −2,841−1.9% | Reduced |
| AXA S.A. | 141,526 | $22.9M | 0.06% | −77,630−35.4% | Reduced |
| TD Asset Management Inc | 130,800 | $22.7M | 0.02% | +7,927+6.5% | Added |
| Man Group plc | 133,510 | $21.6M | 0.08% | +68,044+103.9% | Added |
| Prudential Financial Inc | 132,771 | $21.4M | 0.03% | +16,283+14.0% | Added |
| New York State Teachers Retirement System | 132,290 | $21.4M | 0.04% | −6,080−4.4% | Reduced |
| Veritas Investment Management (UK) Ltd | 131,960 | $21.3M | 3.51% | +3,200+2.5% | Added |
| Great West Life Assurance Co | 129,411 | $20.9M | 0.05% | +31,787+32.6% | Added |
| Nissay Asset Management Corp | 123,123 | $19.9M | 0.17% | −115,548−48.4% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 121,399 | $19.6M | 0.29% | +2,725+2.3% | Added |
| Nicholas Company, Inc. | 118,575 | $19.2M | 0.34% | −500.0% | Reduced |
| Adage Capital Partners GP, L.L.C. | 117,900 | $19.0M | 0.04% | +17,000+16.8% | Added |
| Russell Investments Group, Ltd. | 116,036 | $18.8M | 0.03% | +20,259+21.2% | Added |
| Manufacturers Life Insurance Company, The | 112,036 | $18.1M | 0.01% | −2,818−2.5% | Reduced |
| Diamond Hill Capital Management Inc | 109,824 | $17.7M | 0.07% | −33,140−23.2% | Reduced |
| Connectus Wealth, LLC | 106,895 | $17.3M | 1.94% | +6,528+6.5% | Added |
| Pinebridge Investments, L.P. | 105,450 | $17.0M | 0.20% | +31,587+42.8% | Added |
| Bath Savings Trust Co | 100,428 | $16.2M | 1.91% | +1,319+1.3% | Added |
| Echo Street Capital Management LLC | 99,654 | $16.1M | 0.12% | +98,335+7,455.3% | Added |
| Kelly Lawrence W & Associates Inc | 96,888 | $15.7M | 3.37% | +60+0.1% | Added |
| Wendell David Associates Inc | 93,744 | $15.1M | 1.69% | +1,675+1.8% | Added |
| State of Wisconsin Investment Board | 90,373 | $14.6M | 0.03% | +22,057+32.3% | Added |
| Advisors Asset Management, Inc. | 87,991 | $14.2M | 0.21% | +1,951+2.3% | Added |
| BNP Paribas Arbitrage, SA | 84,092 | $13.6M | 0.03% | +9,350+12.5% | Added |
| Rafferty Asset Management, LLC | 83,592 | $13.5M | 0.09% | +9,187+12.3% | Added |
| First National Bank of Omaha | 86,120 | $13.2M | 0.69% | 00.0% | Unchanged |
| Southernsun Asset Management, LLC | 79,506 | $12.8M | 1.41% | −58,153−42.2% | Reduced |
| Victory Capital Management Inc | 79,403 | $12.8M | 0.01% | +15,506+24.3% | Added |
| NFJ Investment Group, LLC | 76,743 | $12.4M | 0.23% | −2,429−3.1% | Reduced |
| Natixis Advisors, L.P. | 74,512 | $12.0M | 0.06% | −16,621−18.2% | Reduced |
| Vigilant Capital Management, LLC | 74,399 | $12.0M | 0.97% | +737+1.0% | Added |
| Chevy Chase Trust Holdings, Inc. | 74,238 | $12.0M | 0.04% | −3,480−4.5% | Reduced |
| Shell Asset Management Co | 73,219 | $11.8M | 0.23% | −8,956−10.9% | Reduced |
| British Columbia Investment Management Corp | 73,070 | $11.8M | 0.07% | +2,468+3.5% | Added |
| Mn Services Vermogensbeheer B.V. | 84,830 | $11.6M | 0.09% | +84,830 | New |
| AQR Capital Management LLC | 70,141 | $11.3M | 0.02% | −12,548−15.2% | Reduced |
| Manning & Napier Group, LLC | 69,879 | $11.3M | 0.09% | +69,879 | New |
| Washington Trust Co | 69,627 | $11.2M | 0.32% | −196−0.3% | Reduced |
| Asset Management One Co.,Ltd. | 69,407 | $11.2M | 0.04% | +6,421+10.2% | Added |
| Nordea Investment Management AB | 67,285 | $10.9M | 0.01% | +43,809+186.6% | Added |
| Public Employees Retirement System of Ohio | 66,902 | $10.8M | 0.04% | +4,213+6.7% | Added |
| Voya Investment Management LLC | 66,867 | $10.8M | 0.02% | −3,374−4.8% | Reduced |
| McRae Capital Management Inc | 65,331 | $10.6M | 2.41% | +203+0.3% | Added |
| Colony Group LLC | 64,860 | $10.5M | 0.21% | +528+0.8% | Added |
| State of New Jersey Common Pension Fund D | 63,718 | $10.3M | 0.03% | −3,319−5.0% | Reduced |
| Andra AP-fonden | 61,900 | $10.0M | 0.20% | −7,300−10.5% | Reduced |
| The PNC Financial Services Group, Inc. | 59,818 | $9.66M | 0.01% | −13,967−18.9% | Reduced |
| Logan Capital Management Inc | 57,381 | $9.27M | 0.43% | −888−1.5% | Reduced |
| Vision Capital Management, Inc. | 56,533 | $9.13M | 1.51% | +5,369+10.5% | Added |
| FMR LLC | 56,048 | $9.05M | 0.00% | −265−0.5% | Reduced |
| Optimal Asset Management, Inc. | 56,021 | $9.05M | 1.07% | −20.0% | Reduced |
| Middleton & Co Inc | 55,880 | $9.03M | 0.98% | −8,682−13.4% | Reduced |
| Motley Fool Asset Management LLC | 55,000 | $8.88M | 0.59% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 54,005 | $8.73M | 0.02% | −219−0.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 53,136 | $8.58M | 0.11% | +35,397+199.5% | Added |
| State of Alaska, Department of Revenue | 51,352 | $8.29M | 0.08% | −10,869−17.5% | Reduced |
| Core Alternative Capital | 50,815 | $8.21M | 1.91% | +7,032+16.1% | Added |
| Stifel Financial Corp | 50,200 | $8.11M | 0.01% | +1,980+4.1% | Added |
| AMP Capital Investors Ltd | 49,572 | $8.01M | 0.04% | +15,527+45.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 49,339 | $7.97M | 0.02% | +10,973+28.6% | Added |
| Korea Investment CORP | 49,300 | $7.96M | 0.02% | +19,700+66.6% | Added |
| Ensign Peak Advisors, Inc | 48,540 | $7.84M | 0.02% | +1,495+3.2% | Added |
| Pictet Asset Management Ltd | 48,410 | $7.82M | 0.01% | −4,457−8.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 48,003 | $7.75M | 0.04% | +4,810+11.1% | Added |
| Standard Life Aberdeen plc | 47,850 | $7.73M | 0.02% | −680−1.4% | Reduced |
| Mandatum Life Insurance Co Ltd | 47,484 | $7.67M | 1.39% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 47,265 | $7.63M | 0.05% | −34,953−42.5% | Reduced |
| 1623 Capital LLC | 47,000 | $7.59M | 3.13% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 45,918 | $7.42M | 0.14% | −27,300−37.3% | Reduced |
| Thrivent Financial for Lutherans | 45,773 | $7.39M | 0.02% | −11,910−20.6% | Reduced |
| Teacher Retirement System of Texas | 45,723 | $7.39M | 0.04% | +9,498+26.2% | Added |
| CIBC Asset Management Inc | 45,500 | $7.35M | 0.03% | −5,450−10.7% | Reduced |
| Palmer Knight Co | 44,858 | $7.25M | 3.98% | −333−0.7% | Reduced |
| Value Partners Investments Inc. | 44,699 | $7.21M | 0.59% | −3,561−7.4% | Reduced |
| Alley Co LLC | 44,179 | $7.14M | 1.30% | +1,426+3.3% | Added |
| Independent Advisor Alliance | 44,127 | $7.13M | 0.39% | −4,377−9.0% | Reduced |
| Blair William & Co | 43,744 | $7.07M | 0.02% | −1,204−2.7% | Reduced |
| ProShare Advisors LLC | 42,923 | $6.93M | 0.02% | +2,275+5.6% | Added |
| Seeyond | 42,529 | $6.87M | 0.64% | +8,867+26.3% | Added |
| Retirement Systems of Alabama | 42,479 | $6.86M | 0.02% | −53,287−55.6% | Reduced |
| Susquehanna International Group, LLP | 42,151 | $6.81M | 0.01% | +20,581+95.4% | Added |
| McCollum Christoferson Group LLC | 42,023 | $6.79M | 1.61% | +247+0.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 41,995 | $6.78M | 0.12% | +5,447+14.9% | Added |
| Treasurer of the State of North Carolina | 41,956 | $6.78M | 0.04% | −1,780−4.1% | Reduced |
| Ledyard National Bank | 41,784 | $6.75M | 0.69% | −333−0.8% | Reduced |
| Royal London Asset Management Ltd | 41,708 | $6.74M | 0.03% | −3,982−8.7% | Reduced |
| Hamilton Point Investment Advisors, LLC | 41,179 | $6.67M | 1.81% | −218−0.5% | Reduced |
| Santa Monica Partners LP | 40,793 | $6.59M | 4.11% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 40,269 | $6.50M | 0.56% | +40,269 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 39,717 | $6.42M | 0.06% | +5,300+15.4% | Added |
| Hantz Financial Services, Inc. | 39,061 | $6.31M | 0.23% | +278+0.7% | Added |
| US Bancorp | 38,031 | $6.14M | 0.01% | +1,056+2.9% | Added |
| Aptus Capital Advisors, LLC | 37,736 | $6.10M | 0.28% | +5,985+18.8% | Added |
| Aviva PLC | 37,441 | $6.05M | 0.03% | −8,873−19.2% | Reduced |
| Mattern Capital Management, LLC | 36,707 | $5.93M | 1.17% | +1,230+3.5% | Added |
| American International Group, Inc. | 36,614 | $5.91M | 0.02% | −810−2.2% | Reduced |
| Marks Group Wealth Management, Inc | 36,101 | $5.83M | 0.80% | +531+1.5% | Added |
| Allianz Asset Management GmbH | 36,098 | $5.83M | 0.01% | −3,977−9.9% | Reduced |
| Covington Investment Advisors Inc. | 34,975 | $5.65M | 1.24% | −321−0.9% | Reduced |