Skip to main content

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
O'Brien Greene & Co. Inc34,298$5.54M1.98%+188+0.6%Added
HighTower Advisors, LLC33,918$5.48M0.02%+351+1.0%Added
Swiss Life Asset Management Ltd31,603$5.43M0.07%+2,160+7.3%Added
Bell Asset Management Ltd33,261$5.37M1.05%−7,887−19.2%Reduced
Captrust Financial Advisors33,119$5.37M0.05%+143+0.4%Added
Amica Mutual Insurance Co33,174$5.36M0.57%00.0%Unchanged
Greenleaf Trust32,892$5.31M0.07%−600−1.8%Reduced
Arizona State Retirement System32,730$5.29M0.04%−606−1.8%Reduced
Buffington Mohr McNeal32,483$5.25M1.03%+12,854+65.5%Added
DekaBank Deutsche Girozentrale32,399$5.23M0.02%−3,360−9.4%Reduced
Natixis32,218$5.20M0.02%+32,218New
Federation des caisses Desjardins du Quebec31,947$5.15M0.05%00.0%Unchanged
Cullen/Frost Bankers, Inc.30,858$4.99M0.10%−403−1.3%Reduced
SRN Advisors, LLC30,252$4.89M1.66%+3,578+13.4%Added
Fifth Third Bancorp30,052$4.85M0.02%−50,843−62.9%Reduced
Handelsbanken Fonder AB29,761$4.81M0.03%+1,060+3.7%Added
Brown Advisory Inc29,635$4.79M0.01%−300−1.0%Reduced
Goelzer Investment Management, Inc.29,107$4.70M0.39%−633−2.1%Reduced
Progressive Investment Management Corp29,016$4.69M1.46%−103−0.4%Reduced
Railway Pension Investments Ltd28,112$4.54M0.04%00.0%Unchanged
Amalgamated Bank28,036$4.53M0.04%+20,992+298.0%Added
Northstar Group, Inc.28,016$4.53M1.18%+1,263+4.7%Added
Zurcher Kantonalbank (Zurich Cantonalbank)27,889$4.50M0.03%−588−2.1%Reduced
Berger Financial Group, Inc27,638$4.46M0.81%+901+3.4%Added
SG Americas Securities, LLC27,622$4.46M0.02%−2,835−9.3%Reduced
Gotham Asset Management, LLC27,545$4.45M0.19%−59−0.2%Reduced
Institutional & Family Asset Management, LLC27,407$4.43M0.73%+3,962+16.9%Added
M&G Investment Management Ltd27,192$4.41M0.02%−41,757−60.6%Reduced
GHP Investment Advisors, Inc.27,106$4.38M0.35%+2,255+9.1%Added
MetLife Investment Management26,923$4.35M0.04%−671−2.4%Reduced
HRT Financial LP26,833$4.33M0.04%+26,833New
Comerica Bank24,759$4.30M0.03%−9,847−28.5%Reduced
Parsons Capital Management Inc25,788$4.17M0.32%−272−1.0%Reduced
Brinker Capital Investments, LLC25,497$4.12M0.05%−14,393−36.1%Reduced
Intrust Bank NA24,977$4.03M0.54%−489−1.9%Reduced
Oregon Public Employees Retirement Fund23,991$3.88M0.04%+2,430+11.3%Added
Ci Investments Inc.23,976$3.87M0.01%−154−0.6%Reduced
Security National Bank23,815$3.85M1.01%−372−1.5%Reduced
Gulf International Bank (UK) Ltd23,647$3.82M0.05%00.0%Unchanged
Commonwealth Equity Services, LLC23,640$3.82M0.01%+749+3.3%Added
Cynosure Management, LLC23,552$3.80M2.95%+88+0.4%Added
Achmea Investment Management B.V.23,412$3.78M0.13%+411+1.8%Added
TownSquare Capital, LLC22,918$3.77M0.12%+1,878+8.9%Added
American Money Management, LLC23,260$3.76M1.27%+557+2.5%Added
Nomura Asset Management Co Ltd23,233$3.75M0.02%−435−1.8%Reduced
Connor, Clark & Lunn Investment Management Ltd.23,017$3.72M0.02%+23,017New
Griffin Asset Management, Inc.22,336$3.61M0.43%+50+0.2%Added
Fruth Investment Management22,332$3.61M1.08%−64−0.3%Reduced
Brown Capital Management LLC22,157$3.58M0.03%+1,158+5.5%Added
Utah Retirement Systems21,991$3.55M0.05%+100+0.5%Added
Vestcor Inc21,702$3.51M0.12%−555−2.5%Reduced
DnB Asset Management AS21,671$3.50M0.02%+4,174+23.9%Added
Alberta Investment Management Corp21,500$3.47M0.03%−3,500−14.0%Reduced
KBC Group NV21,442$3.46M0.01%−259−1.2%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
Bank of Nova Scotia20,666$3.34M0.01%−4,451−17.7%Reduced
Burney Co20,653$3.34M0.16%+52+0.3%Added
Three Peaks Capital Management, LLC20,383$3.29M1.01%+602+3.0%Added
Guggenheim Capital LLC20,348$3.29M0.02%+2,229+12.3%Added
HighTower Trust Services, LTA20,268$3.27M0.40%−14−0.1%Reduced
Great Lakes Advisors, LLC20,144$3.25M0.05%+1,601+8.6%Added
Appleton Partners Inc19,676$3.18M0.27%+1,007+5.4%Added
First Republic Investment Management, Inc.19,603$3.17M0.01%−3,891−16.6%Reduced
Texas Permanent School Fund19,292$3.12M0.04%−45−0.2%Reduced
Metropolitan Life Insurance Co19,084$3.08M0.04%−1,048−5.2%Reduced
M&T Bank Corp18,998$3.07M0.01%−1,670−8.1%Reduced
Qube Research & Technologies Ltd18,776$3.03M0.04%+18,776New
Fiera Capital Corp18,760$3.03M0.01%+410+2.2%Added
Daiwa Securities Group Inc.18,753$3.03M0.02%−1,614−7.9%Reduced
Xponance, Inc.18,682$3.02M0.06%+361+2.0%Added
D. E. Shaw & Co., Inc.18,656$3.01M0.00%−55,638−74.9%Reduced
Garrison Asset Management, LLC18,653$3.01M1.82%−139−0.7%Reduced
Mackay Shields LLC18,355$2.96M0.03%−951−4.9%Reduced
Federated Hermes, Inc.18,285$2.95M0.01%−13,305−42.1%Reduced
Public Sector Pension Investment Board18,200$2.94M0.02%+7,250+66.2%Added
PFG Advisors18,105$2.92M0.34%−40.0%Reduced
Cidel Asset Management Inc18,087$2.92M0.12%+190+1.1%Added
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
CIBC World Markets Corp17,909$2.89M0.02%−2,448−12.0%Reduced
Holocene Advisors, LP17,806$2.88M0.02%−3,903−18.0%Reduced
AlphaCrest Capital Management LLC17,732$2.86M0.12%+11,108+167.7%Added
Panagora Asset Management Inc17,648$2.85M0.02%+1,846+11.7%Added
Advisory Services Network, LLC17,492$2.83M0.09%+176+1.0%Added
MD Financial Management Inc.17,324$2.80M0.08%+8,331+92.6%Added
First Hawaiian Bank16,935$2.74M0.11%−9−0.1%Reduced
Bridges Investment Management Inc16,400$2.65M0.08%00.0%Unchanged
Millennium Management LLC16,332$2.64M0.00%−12,835−44.0%Reduced
Brown Advisory Securities, LLC15,611$2.52M0.39%00.0%Unchanged
Bowling Portfolio Management LLC15,607$2.52M0.56%+338+2.2%Added
IFM Investors Pty Ltd15,580$2.52M0.05%+3,541+29.4%Added
Creative Planning15,567$2.52M0.00%−2,161−12.2%Reduced
Public Employees Retirement Association of Colorado15,503$2.50M0.01%00.0%Unchanged
Canada Pension Plan Investment Board15,392$2.49M0.00%+12,005+354.4%Added
SEI Investments Co15,976$2.48M0.01%+3,068+23.8%Added
Ceera Investments, LLC15,192$2.45M1.86%00.0%Unchanged
Mutual of America Capital Management LLC15,150$2.45M0.02%+155+1.0%Added
Marshall Wace, LLP14,878$2.40M0.01%+14,878New
Tributary Capital Management, LLC14,740$2.38M0.18%+1,689+12.9%Added