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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
Wealth Alliance3,004$485.0K0.11%+1,092+57.1%Added
Wellington Shields Capital Management, LLC2,983$482.0K0.06%00.0%Unchanged
Beaumont Financial Partners, LLC2,891$467.0K0.04%00.0%Unchanged
Fiduciary Planning LLC2,843$459.0K0.40%+2,843New
World Asset Management Inc2,795$451.0K0.04%−86−3.0%Reduced
Quadrant Capital Group LLC2,786$450.0K0.07%−94−3.3%Reduced
FDx Advisors, Inc.2,769$447.0K0.01%+2,769New
Naples Global Advisors, LLC2,760$446.0K0.06%+355+14.8%Added
Polaris Wealth Advisory Group, LLC2,707$441.0K0.03%00.0%Unchanged
Mitchell McLeod Pugh & Williams Inc2,687$434.0K0.17%00.0%Unchanged
WealthTrust Axiom LLC2,681$433.0K0.14%00.0%Unchanged
FineMark National Bank & Trust2,675$432.0K0.02%+34+1.3%Added
Resources Management Corp2,655$429.0K0.06%00.0%Unchanged
Vestmark Advisory Solutions, Inc.2,640$426.0K0.03%+92+3.6%Added
Plante Moran Financial Advisors, LLC2,620$423.0K0.10%00.0%Unchanged
Pitcairn Co2,614$422.0K0.03%−46−1.7%Reduced
Nomura Holdings Inc2,612$422.0K0.00%+2,612New
Advisors Preferred, LLC2,583$421.0K0.05%−342−11.7%Reduced
Heritage Wealth Advisors2,604$420.6K0.03%00.0%Unchanged
Central Trust Co2,597$419.0K0.02%−501−16.2%Reduced
Everence Capital Management Inc2,596$419.0K0.03%00.0%Unchanged
Brown Brothers Harriman & Co2,534$409.0K0.00%+1,695+202.0%Added
Versor Investments LP2,524$408.0K0.01%−976−27.9%Reduced
OPSEU Pension Plan Trust Fund2,440$399.0K0.10%−1,923−44.1%Reduced
Wetherby Asset Management Inc2,470$399.0K0.02%+47+1.9%Added
DF Dent & Co Inc2,473$399.0K0.00%+158+6.8%Added
Cambridge Trust Co2,431$393.0K0.01%−896−26.9%Reduced
Court Place Advisors, LLC2,426$392.0K0.11%00.0%Unchanged
Hilton Capital Management, LLC2,363$382.0K0.04%+31+1.3%Added
Mission Wealth Management, LP2,367$382.0K0.02%+91+4.0%Added
Sigma Planning Corp2,362$382.0K0.01%+296+14.3%Added
Avestar Capital, LLC2,335$378.0K0.07%+2,335New
Accretive Wealth Partners, LLC2,341$378.0K0.27%+2,341New
Healthcare of Ontario Pension Plan Trust Fund2,328$376.0K0.00%+2,142+1,151.6%Added
Bradley Foster & Sargent Inc2,312$373.0K0.01%+2,312New
Davy Global Fund Management Ltd2,296$371.0K0.06%−44−1.9%Reduced
Alps Advisors Inc2,297$371.0K0.00%00.0%Unchanged
JustInvest LLC2,265$366.0K0.04%+85+3.9%Added
Busey Wealth Management2,257$365.0K0.02%−58−2.5%Reduced
Chicago Trust Co NA2,255$364.0K0.09%+240+11.9%Added
Segment Wealth Management, LLC2,244$362.0K0.04%00.0%Unchanged
Psagot Investment House Ltd.2,239$362.0K0.01%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt2,200$355.0K0.02%+1,000+83.3%Added
Running Oak Capital LLC2,191$354.0K0.20%−34,758−94.1%Reduced
Aberdeen Wealth Management LLC2,194$354.0K0.33%00.0%Unchanged
Prestige Wealth Management Group LLC2,170$350.0K0.09%00.0%Unchanged
Ifrah Financial Services, Inc.2,166$350.0K0.10%+8+0.4%Added
Tokio Marine Asset Management Co Ltd2,158$349.0K0.03%−822−27.6%Reduced
Kore Private Wealth LLC2,136$345.0K0.04%+2,136New
Texas Capital Bank Wealth Management Services Inc2,130$344.0K0.04%+10+0.5%Added
BBVA USA2,112$341.0K0.02%+2,112New
MAI Capital Management2,063$333.0K0.01%+87+4.4%Added
Toroso Investments, LLC2,061$333.0K0.01%+494+31.5%Added
Snowden Capital Advisors LLC2,058$332.4K0.02%+152+8.0%Added
Evercore Wealth Management, LLC2,057$332.0K0.01%−15−0.7%Reduced
Jane Street Group, LLC2,051$331.0K0.00%−115−5.3%Reduced
Quantamental Technologies LLC2,047$331.0K0.29%+2,047New
LifePro Asset Management2,040$330.0K0.10%00.0%Unchanged
Banque Cantonale Vaudoise2,031$328.0K0.01%00.0%Unchanged
Machina Capital S.A.S.1,991$322.0K0.55%+1,991New
Lido Advisors, LLC1,981$321.0K0.01%+220+12.5%Added
Albion Financial Group1,974$319.0K0.03%+1,974New
Y-Intercept (Hong Kong) Ltd1,954$316.0K0.08%−6,090−75.7%Reduced
QS Investors, LLC1,920$311.0K0.00%−7−0.4%Reduced
Braun-Bostich & Associates Inc.1,921$310.0K0.56%−58−2.9%Reduced
Ami Asset Management Corp1,921$310.0K0.02%+110+6.1%Added
IndexIQ Advisors LLC1,900$307.0K0.01%+59+3.2%Added
Mid Atlantic Financial Management Inc1,881$304.0K0.02%+8+0.4%Added
Radnor Capital Management, LLC1,873$303.0K0.10%00.0%Unchanged
Spreng Capital Management, Inc.1,875$303.0K0.20%00.0%Unchanged
Old National Bancorp1,844$298.0K0.01%+1,844New
West Family Investments, Inc.1,840$297.0K0.08%+1,840New
Marco Investment Management LLC1,800$291.0K0.03%00.0%Unchanged
Aull & Monroe Investment Management Corp1,791$289.0K0.14%00.0%Unchanged
Park Avenue Securities LLC1,779$287.0K0.01%+1,779New
Vivaldi Capital Management, LLC1,636$285.0K0.06%−6−0.4%Reduced
Corient Capital Partners, LLC1,742$281.0K0.02%+79+4.8%Added
Davenport & Co LLC1,734$280.0K0.00%+382+28.3%Added
Menard Financial Group LLC1,725$279.0K0.26%−1,628−48.6%Reduced
Carolinas Wealth Consulting LLC1,715$278.0K0.06%00.0%Unchanged
Lombard Odier Asset Management (Switzerland) SA1,701$275.0K0.01%−2,714−61.5%Reduced
Hudson Capital Management LLC1,700$275.0K0.11%−100−5.6%Reduced
Vontobel Holding Ltd.1,670$270.0K0.00%−610−26.8%Reduced
Accurate Wealth Management, LLC1,673$270.0K0.24%+1,673New
Anchor Investment Management, LLC1,650$266.5K0.04%00.0%Unchanged
Profund Advisors LLC1,651$266.0K0.01%+71+4.5%Added
Strategy Asset Managers LLC1,632$264.0K0.06%+120+7.9%Added
CWM, LLC1,626$263.0K0.00%00.0%Unchanged
Arcadia Investment Management Corp1,617$261.0K0.05%00.0%Unchanged
Tuttle Tactical Management1,611$260.0K0.12%+1,611New
Ameritas Investment Partners, Inc.1,586$256.0K0.01%−96−5.7%Reduced
Avantax Advisory Services, Inc.1,585$256.0K0.00%+16+1.0%Added
First Manhattan Co1,572$253.0K0.00%00.0%Unchanged
Moors & Cabot, Inc.1,563$252.0K0.02%−1−0.1%Reduced
Ascent Wealth Partners, LLC1,562$252.0K0.05%+120+8.3%Added
Signaturefd, LLC1,541$249.0K0.01%+279+22.1%Added
Davis R M Inc1,534$248.0K0.01%+179+13.2%Added
Gofen & Glossberg LLC1,511$244.0K0.01%+1+0.1%Added
Glenmede Trust Co NA1,508$243.0K0.00%+42+2.9%Added
Pathstone Family Office, LLC1,502$243.0K0.01%+1,502New