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 |
|---|---|---|---|---|---|
| Oxbow Advisors, LLC | 14,736 | $2.38M | 0.25% | −255−1.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,549 | $2.35M | 0.03% | +66+0.5% | Added |
| Fulcrum Asset Management LLP | – | $2.34M | 0.98% | – | – |
| Mount Yale Investment Advisors, LLC | 14,331 | $2.31M | 0.28% | −251−1.7% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 14,275 | $2.31M | 0.36% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 14,001 | $2.26M | 0.12% | −395−2.7% | Reduced |
| Siemens Fonds Invest GmbH | 13,960 | $2.25M | 0.27% | +1,923+16.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 13,804 | $2.23M | 0.11% | +148+1.1% | Added |
| Cypress Capital Management LLC | 13,705 | $2.21M | 0.29% | +465+3.5% | Added |
| Aureus Asset Management, LLC | 13,603 | $2.20M | 0.14% | +2,760+25.5% | Added |
| Tudor Investment Corp Et Al | 13,455 | $2.17M | 0.04% | +13,455 | New |
| AE Wealth Management LLC | 13,401 | $2.17M | 0.02% | −4,354−24.5% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 12,900 | $2.08M | 1.32% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 12,871 | $2.08M | 0.03% | +4,786+59.2% | Added |
| Buckhead Capital Management LLC | 12,666 | $2.05M | 0.45% | −30−0.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 12,623 | $2.04M | 0.01% | +570+4.7% | Added |
| Private Advisor Group, LLC | 12,561 | $2.03M | 0.02% | +674+5.7% | Added |
| Princeton Global Asset Management LLC | 12,362 | $2.00M | 0.61% | +808+7.0% | Added |
| Hartford Investment Management Co | 12,245 | $1.98M | 0.05% | −382−3.0% | Reduced |
| Mraz, Amerine & Associates, Inc. | 12,205 | $1.97M | 0.53% | −185−1.5% | Reduced |
| Legacy Capital Partners, Inc. | 12,145 | $1.96M | 0.70% | 00.0% | Unchanged |
| Whittier Trust Co | 12,115 | $1.96M | 0.03% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 12,045 | $1.95M | 0.05% | +982+8.9% | Added |
| Oppenheimer Asset Management Inc. | 12,048 | $1.95M | 0.03% | −357−2.9% | Reduced |
| SRB Corp | 11,920 | $1.93M | 0.12% | +1,725+16.9% | Added |
| American Portfolios Advisors | 11,773 | $1.90M | 0.07% | +761+6.9% | Added |
| Neuberger Berman Group LLC | 13,259 | $1.90M | 0.00% | +425+3.3% | Added |
| Tandem Capital Management Corp | 11,760 | $1.90M | 1.20% | −150−1.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 11,704 | $1.89M | 0.03% | −997−7.8% | Reduced |
| Platform Technology Partners | 11,699 | $1.89M | 0.78% | +11,699 | New |
| Capital Fund Management S.A. | 11,407 | $1.84M | 0.05% | +11,407 | New |
| Lee Financial Co | 11,373 | $1.84M | 0.39% | −88−0.8% | Reduced |
| Castellan Group, LLC | 11,300 | $1.82M | 0.77% | +700+6.6% | Added |
| Crossmark Global Holdings, Inc. | 11,220 | $1.81M | 0.04% | −2,910−20.6% | Reduced |
| Lantz Financial LLC | 11,056 | $1.79M | 0.92% | −80−0.7% | Reduced |
| Occidental Asset Management, LLC | 11,006 | $1.78M | 0.47% | +45+0.4% | Added |
| Leavell Investment Management, Inc. | 11,475 | $1.76M | 0.14% | 00.0% | Unchanged |
| Fort, L.P. | 10,854 | $1.75M | 0.51% | −972−8.2% | Reduced |
| Sugarloaf Wealth Management, LLC | 10,754 | $1.74M | 0.47% | +626+6.2% | Added |
| Regency Capital Management Inc. | 10,699 | $1.73M | 1.31% | +6,270+141.6% | Added |
| Van Eck Associates Corp | 10,694 | $1.73M | 0.00% | +1,980+22.7% | Added |
| Silvercrest Asset Management Group LLC | 10,631 | $1.72M | 0.01% | −1,613−13.2% | Reduced |
| Zurich Insurance Group Ltd | 10,600 | $1.71M | 0.02% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 10,508 | $1.70M | 1.00% | +135+1.3% | Added |
| Catalyst Capital Advisors LLC | 10,358 | $1.67M | 0.08% | 00.0% | Unchanged |
| Atria Investments LLC | 10,301 | $1.66M | 0.03% | −54−0.5% | Reduced |
| Cinctive Capital Management LP | 10,248 | $1.66M | 0.09% | +10,248 | New |
| Jennison Associates LLC | 10,142 | $1.64M | 0.00% | −300−2.9% | Reduced |
| Mercer Global Advisors Inc | 10,030 | $1.62M | 0.01% | +1,455+17.0% | Added |
| Securian Asset Management, Inc | 9,966 | $1.61M | 0.03% | +200+2.0% | Added |
| Ossiam | 9,263 | $1.61M | 0.04% | +3,381+57.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 9,800 | $1.58M | 0.04% | +28+0.3% | Added |
| Westpac Banking Corp | 9,644 | $1.56M | 0.02% | 00.0% | Unchanged |
| Norinchukin Bank, The | 9,599 | $1.55M | 0.02% | −24−0.2% | Reduced |
| Kestra Advisory Services, LLC | 9,588 | $1.55M | 0.02% | +366+4.0% | Added |
| ING Groep NV | 9,538 | $1.54M | 0.02% | +9,538 | New |
| Northwest Investment Counselors, LLC | 9,420 | $1.52M | 0.42% | −100−1.1% | Reduced |
| Cubist Systematic Strategies, LLC | 9,284 | $1.50M | 0.02% | +6,112+192.7% | Added |
| Dean Investment Associates, LLC | 9,239 | $1.49M | 0.28% | +833+9.9% | Added |
| Pegasus Partners Ltd. | 9,054 | $1.46M | 0.28% | −1,651−15.4% | Reduced |
| Maryland State Retirement & Pension System | 8,751 | $1.44M | 0.05% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 8,723 | $1.41M | 0.18% | −252−2.8% | Reduced |
| Vident Investment Advisory, LLC | 8,622 | $1.39M | 0.04% | +1,225+16.6% | Added |
| Teachers Retirement System of the State of Kentucky | 8,550 | $1.38M | 0.01% | 00.0% | Unchanged |
| Swedbank AB | 8,484 | $1.37M | 0.00% | 00.0% | Unchanged |
| Jacobsen Capital Management | 8,377 | $1.35M | 0.69% | +224+2.7% | Added |
| Alphasimplex Group, LLC | 8,373 | $1.35M | 0.68% | −2,885−25.6% | Reduced |
| Teamwork Financial Advisors, LLC | 8,187 | $1.32M | 0.27% | −129−1.6% | Reduced |
| Boyar Asset Management Inc. | 8,163 | $1.32M | 0.85% | −412−4.8% | Reduced |
| USS Investment Management Ltd | 8,148 | $1.32M | 0.01% | 00.0% | Unchanged |
| Henshaw Capital LLC | 8,119 | $1.31M | 0.08% | −834−9.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 8,063 | $1.30M | 0.00% | +418+5.5% | Added |
| Dynamic Technology Lab Private Ltd | 8,044 | $1.30M | 0.13% | +8,044 | New |
| MUFG Securities EMEA plc | 7,892 | $1.27M | 0.01% | +7,892 | New |
| CIBC World Markets Inc. | 7,879 | $1.27M | 0.00% | +363+4.8% | Added |
| New Mexico Educational Retirement Board | 7,750 | $1.25M | 0.04% | +500+6.9% | Added |
| Investment Management of Virginia LLC | 7,700 | $1.24M | 0.24% | −967−11.2% | Reduced |
| Dividend Assets Capital, LLC | 7,630 | $1.23M | 0.24% | −1,270−14.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 7,500 | $1.21M | 0.06% | +110+1.5% | Added |
| Occudo Quantitative Strategies LP | 7,481 | $1.21M | 0.18% | +7,481 | New |
| Sompo Asset Management Co., Ltd. | 7,360 | $1.19M | 0.24% | −2,300−23.8% | Reduced |
| Sepio Capital, LP | 7,335 | $1.19M | 0.10% | −1,078−12.8% | Reduced |
| Kesler, Norman & Wride, LLC | 6,821 | $1.18M | 0.27% | −61−0.9% | Reduced |
| Louisiana State Employees Retirement System | 7,200 | $1.16M | 0.03% | 00.0% | Unchanged |
| STRS Ohio | 7,195 | $1.16M | 0.00% | −694−8.8% | Reduced |
| Wealthfront Advisers LLC | 7,143 | $1.15M | 0.01% | +4,262+147.9% | Added |
| AdvisorShares Investments LLC | 6,967 | $1.13M | 0.15% | +392+6.0% | Added |
| Altium Wealth Management LLC | 6,925 | $1.12M | 0.08% | 00.0% | Unchanged |
| Spire Wealth Management | 6,889 | $1.11M | 0.03% | −8,186−54.3% | Reduced |
| Hilltop Holdings Inc. | 6,878 | $1.11M | 0.13% | +114+1.7% | Added |
| Suncoast Equity Management | 6,855 | $1.11M | 0.14% | +400+6.2% | Added |
| Roundview Capital LLC | 6,832 | $1.10M | 0.12% | +1,566+29.7% | Added |
| Kentucky Retirement Systems | 6,762 | $1.09M | 0.05% | −138−2.0% | Reduced |
| Rockefeller Capital Management L.P. | 6,753 | $1.09M | 0.01% | +5,909+700.1% | Added |
| Welch & Forbes LLC | 6,681 | $1.08M | 0.02% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 6,650 | $1.07M | 0.02% | 00.0% | Unchanged |
| National Asset Management, Inc. | 6,671 | $1.06M | 0.03% | −327−4.7% | Reduced |
| Change Path, LLC | 6,506 | $1.05M | 0.06% | +1,110+20.6% | Added |
| Spears Abacus Advisors LLC | 6,460 | $1.04M | 0.07% | 00.0% | Unchanged |
| EFG Asset Management (Americas) Corp. | 6,437 | $1.04M | 0.19% | +335+5.5% | Added |