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 |
|---|---|---|---|---|---|
| Squarepoint Ops LLC | 6,411 | $1.04M | 0.01% | +6,411 | New |
| Koshinski Asset Management, Inc. | 6,347 | $1.02M | 0.13% | −1,971−23.7% | Reduced |
| Wambolt & Associates, LLC | 6,281 | $1.02M | 0.43% | +1,770+39.2% | Added |
| Crawford Investment Counsel Inc | 6,135 | $991.0K | 0.02% | +160+2.7% | Added |
| Private Trust Co NA | 6,049 | $977.0K | 0.15% | −14−0.2% | Reduced |
| PEAK6 Investments LLC | 6,044 | $976.0K | 0.03% | +6,044 | New |
| E. Ohman J:or Asset Management AB | 6,000 | $969.2K | 0.03% | +1,200+25.0% | Added |
| Schonfeld Strategic Advisors LLC | 5,962 | $963.0K | 0.01% | +5,962 | New |
| TCTC Holdings, LLC | 5,925 | $957.0K | 0.04% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 5,850 | $945.0K | 0.38% | −9−0.2% | Reduced |
| Montag & Caldwell, LLC | 5,812 | $939.0K | 0.08% | +204+3.6% | Added |
| Ergoteles LLC | 5,790 | $935.0K | 0.02% | +5,790 | New |
| Forsta Ap-Fonden | 5,700 | $921.0K | 0.01% | −26,800−82.5% | Reduced |
| Enterprise Trust & Investment Co | 5,700 | $921.0K | 0.38% | 00.0% | Unchanged |
| Guardian Capital LP | 5,655 | $913.0K | 0.02% | −630−10.0% | Reduced |
| Regentatlantic Capital LLC | 5,650 | $913.0K | 0.03% | +2,666+89.3% | Added |
| Cetera Investment Advisers | 5,620 | $908.0K | 0.01% | +1,646+41.4% | Added |
| Zions Bancorporation, N.A. | 5,614 | $907.0K | 0.09% | +1,517+37.0% | Added |
| East Coast Asset Management, LLC. | 5,596 | $904.0K | 0.21% | 00.0% | Unchanged |
| Advisor Partners LLC | 5,582 | $902.0K | 0.06% | −96−1.7% | Reduced |
| American Century Companies Inc | 5,551 | $897.0K | 0.00% | +895+19.2% | Added |
| Johnson Investment Counsel Inc | 5,520 | $895.0K | 0.01% | −385−6.5% | Reduced |
| Howland Capital Management LLC | 5,500 | $888.0K | 0.05% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 5,490 | $887.0K | 0.07% | +297+5.7% | Added |
| Amica Retiree Medical Trust | 5,447 | $880.0K | 0.56% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 5,274 | $852.0K | 0.01% | +23+0.4% | Added |
| Candriam Luxembourg S.C.A. | 5,257 | $849.0K | 0.01% | −11,912−69.4% | Reduced |
| Cresset Asset Management, LLC | 5,190 | $841.0K | 0.01% | +72+1.4% | Added |
| Benjamin Edwards Inc | 5,103 | $824.0K | 0.57% | −73−1.4% | Reduced |
| Leverage Partners Absolute Return Fund SPC | 5,000 | $808.0K | 0.56% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 4,964 | $802.0K | 0.00% | +690+16.1% | Added |
| MML Investors Services, LLC | 4,952 | $800.0K | 0.01% | +879+21.6% | Added |
| Prudential PLC | 4,943 | $798.0K | 0.01% | +4,943 | New |
| Seven Eight Capital, LP | 4,900 | $791.0K | 0.11% | +900+22.5% | Added |
| Atlas Private Wealth Management | 4,821 | $779.0K | 0.48% | +512+11.9% | Added |
| Symmetry Partners, LLC | 4,801 | $776.0K | 0.05% | 00.0% | Unchanged |
| Wellington Management Group LLP | 4,753 | $768.0K | 0.00% | −2,536−34.8% | Reduced |
| Richard Bernstein Advisors LLC | 4,673 | $754.0K | 0.02% | 00.0% | Unchanged |
| Stephens Inc | 4,661 | $753.0K | 0.01% | −64−1.4% | Reduced |
| Moloney Securities Asset Management, LLC | 4,632 | $748.0K | 0.14% | +295+6.8% | Added |
| O'Shaughnessy Asset Management, LLC | 4,624 | $747.0K | 0.01% | −796−14.7% | Reduced |
| Horizon Kinetics Asset Management LLC | 4,564 | $737.0K | 0.02% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 4,500 | $726.0K | 0.41% | −4,513−50.1% | Reduced |
| People's United Financial, Inc. | 4,488 | $725.0K | 0.02% | +1,051+30.6% | Added |
| Engineers Gate Manager LP | 4,440 | $717.0K | 0.05% | +1,940+77.6% | Added |
| Clarius Group, LLC | 4,401 | $711.0K | 0.06% | +34+0.8% | Added |
| Cumberland Partners Ltd | 4,300 | $695.0K | 0.05% | −1,500−25.9% | Reduced |
| Accredited Investors Inc. | 4,295 | $694.0K | 0.07% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 4,272 | $690.0K | 0.10% | −200−4.5% | Reduced |
| Quilter Plc | 4,250 | $687.0K | 0.02% | +774+22.3% | Added |
| Lazard Asset Management LLC | 4,256 | $687.0K | 0.00% | +1,493+54.0% | Added |
| Sawtooth Solutions, LLC | 4,225 | $683.0K | 0.14% | +2,333+123.3% | Added |
| United Capital Financial Advisers, LLC | 4,204 | $679.0K | 0.00% | −174−4.0% | Reduced |
| Gyroscope Capital Management Group, LLC | 4,150 | $670.0K | 0.24% | −97−2.3% | Reduced |
| Ropes Wealth Advisors LLC | 4,124 | $666.0K | 0.11% | +84+2.1% | Added |
| Prospera Financial Services Inc | 4,064 | $656.0K | 0.03% | −20−0.5% | Reduced |
| Wealthsource Partners, LLC | 4,052 | $655.0K | 0.06% | −3−0.1% | Reduced |
| SeaCrest Wealth Management, LLC | 4,050 | $654.0K | 0.08% | +39+1.0% | Added |
| Biltmore Family Office, LLC | 4,000 | $648.0K | 0.18% | 00.0% | Unchanged |
| Bank Ozk | 4,000 | $646.0K | 0.29% | 00.0% | Unchanged |
| Ashfield Capital Partners, LLC | 3,966 | $641.0K | 0.05% | −200−4.8% | Reduced |
| GWM Advisors LLC | 3,958 | $639.0K | 0.02% | −10−0.3% | Reduced |
| Ironwood Investment Counsel, LLC | 9,563 | $639.0K | 0.17% | −7−0.1% | Reduced |
| ETF Managers Group, LLC | 3,924 | $636.0K | 0.01% | +529+15.6% | Added |
| Sound Financial Strategies Group, LLC | 3,901 | $630.0K | 0.31% | +3,901 | New |
| O'Shares Investment Advisers, LLC | 3,896 | $629.0K | 0.04% | +96+2.5% | Added |
| AGF Investments LLC | 3,855 | $623.0K | 0.06% | −579−13.1% | Reduced |
| Simmons Bank | 3,838 | $620.0K | 0.04% | −13−0.3% | Reduced |
| Integrated Wealth Concepts LLC | 3,824 | $618.0K | 0.02% | +3+0.1% | Added |
| Wolverine Trading, LLC | 3,816 | $618.0K | 0.02% | +3,816 | New |
| Advisors Capital Management, LLC | 3,814 | $616.0K | 0.02% | +197+5.4% | Added |
| Cedar Mountain Advisors, LLC | 3,732 | $603.0K | 0.20% | −1,634−30.5% | Reduced |
| Huntington National Bank | 3,690 | $596.0K | 0.01% | 00.0% | Unchanged |
| Cigna Investments Inc | 3,686 | $595.0K | 0.04% | −550−13.0% | Reduced |
| TD Private Client Wealth LLC | 3,678 | $594.1K | 0.03% | −19−0.5% | Reduced |
| Bessemer Group Inc | 3,589 | $580.0K | 0.00% | +1,106+44.5% | Added |
| Gateway Advisory, LLC | 3,583 | $579.0K | 0.12% | 00.0% | Unchanged |
| Fiduciary Trust Co | 3,512 | $567.0K | 0.01% | +400+12.9% | Added |
| Donaldson Capital Management, LLC | 3,472 | $561.0K | 0.03% | −487−12.3% | Reduced |
| Exchange Traded Concepts, LLC | 3,454 | $558.0K | 0.02% | +258+8.1% | Added |
| Magnetar Financial LLC | 3,433 | $555.0K | 0.01% | +3,433 | New |
| Signet Financial Management, LLC | 3,426 | $553.0K | 0.19% | +177+5.4% | Added |
| FourThought Financial, LLC | 3,414 | $551.0K | 0.07% | +33+1.0% | Added |
| Illinois Municipal Retirement Fund | 3,356 | $542.0K | 0.02% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 3,354 | $542.0K | 0.11% | +65+2.0% | Added |
| Stokes Capital Advisors, LLC | 3,317 | $536.0K | 0.18% | +3,317 | New |
| D.B. Root & Company, LLC | 3,303 | $533.0K | 0.20% | +77+2.4% | Added |
| Cetera Advisor Networks LLC | 3,293 | $532.0K | 0.01% | +3,293 | New |
| First Horizon Corp | 3,256 | $525.0K | 0.05% | −233−6.7% | Reduced |
| Bridgewater Advisors Inc. | 3,251 | $525.0K | 0.17% | 00.0% | Unchanged |
| IBM Retirement Fund | 3,221 | $520.0K | 0.04% | −623−16.2% | Reduced |
| Financial Architects, Inc | 3,217 | $520.0K | 0.07% | 00.0% | Unchanged |
| Veritable, L.P. | 3,214 | $519.0K | 0.01% | +24+0.8% | Added |
| Redpoint Investment Management Pty Ltd | 3,190 | $515.0K | 0.04% | 00.0% | Unchanged |
| Horizon Investments, LLC | 3,179 | $514.0K | 0.02% | −2,061−39.3% | Reduced |
| FORA Capital, LLC | 3,136 | $507.0K | 0.09% | +832+36.1% | Added |
| BP PLC | 3,097 | $500.0K | 0.02% | −1,724−35.8% | Reduced |
| Eukles Asset Management | 3,088 | $499.0K | 0.28% | +176+6.0% | Added |
| Argent Trust Co | 3,031 | $490.0K | 0.03% | +11+0.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 3,022 | $488.0K | 0.05% | −135−4.3% | Reduced |